Private Banker Resume Samples

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Private Bankers, or Personal Bankers, work with clients by helping them manage their money. Skills found on sample resumes of Private Bankers include managing credit and deposit relationships with complex high net worth clients, reviewing individual account relationships to determine the banking and investment needs of those clients, and implementing action plans in order to develop new business while broadening existing client relationships. Candidates applying for a Private Banker position must be licensed, and they should have a minimum of a bachelor's degree as an educational background on their resumes.

For more information on what it takes to be a Private Banker, check out our complete Private Banker Job Description.

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1

Vice President-private Banker, The Citibank Private Bank, Legal-usa

Established commercial and private banking relationships with top U.S. law firms delivering credit, investment and banking services.

  • Exceeded goals by 20%. Managed $137M portfolio consisting of cash, credit and investment products. Annually, closed $900K in new business.
  • Conducted financial analyses and peer group comparisons for law firm clients and prospects through Citibank's Annual Legal Industry Survey.
  • Initiated relationships with 700+ attorney law firm, identified borrowing needs and led a team of credit capital markets and leasing specialists to become participant in $50M credit relationship.
  • Selected as Fairlending Representative for central U.S. region to meet corporate lending targets.
Candidate Info
7
years in
workforce
3
years
at this job
BS
Economics And Communications Studies
MA
Management And Strategy
2

Regional Bank Private Banker

Maintained an existing book of business of investments, loans, deposits and credit products for mass affluent and high net worth clients.

  • Conducted field underwriting for mortgages, personal loans, portfolio loans, business loans and lines of credit.
  • Partnered with financial advisors to generate banking business from their book of business.
  • Coached and trained junior bankers in the art of comprehensive financial profiling.
  • Responsible for the sales process and sales revenues of 61 bankers in 11 bank branches.
  • Successfully achieved quarterly sales goals-$1.4 million investments, 2.4 million deposits, $1.9 million loans, 11 referrals, 18,500 proxy.
  • Responsible for retention of ultra high net-worth private equity client, then successfully acquired client's $1.3 million construction loan from bank competitor.
  • Assembled and managed a team of specialists in banking, investments, business banking, mortgages, real estate development and estate planning which increased client acquisitions by 32% a quarter.
Candidate Info
12
years in
workforce
1
year
at this job
BA
Political Science
JD
Law
3

Senior Financial Specialist- Regional Private Banker

Provided customized banking solutions based on individual and business customers' needs and values.

  • Coordinated knowledge and resources of other internal specialists; including trust and estate planning, investment management, life insurance and brokerage services.
  • Maintained relationships with external sources, such as attorneys and CPAs, for referrals.
  • Awarded Top Performer in several quarters for Palm Beach County.
  • Recognized on multiple occasions for extraordinary commitment and exceptional performance of deposit dollars and loan volume.
  • Mentored new hires for the company while providing them with knowledge and education to improve their sales and productivity.
Candidate Info
44
years in
workforce
10
years
at this job
HS
High School Diploma
4

Regional Private Banker (registered)/bank Officer

Drive bank revenue by developing strong relationships with high net worth clients to gain a comprehensive view of their unique financial situation and explore a wide range of financial option to ensure clients achieve their financial goals.

  • Identify assets held away by clients and work to transition those held away assets to Wells Fargo. Transferred $28,000,000 in assets held away to Wells Fargo between 2014 and 2015
  • Manage a client book of business that exceeds $125,000,000 in assets under management.
  • Develop comprehensive financial plans for clients in order to reach their short and long term goals. Create strategic allocation models using Wells Fargo's Envision Plan in order to customize investment portfolio in line with clients risk tolerance, time horizon and investment objectives.
  • Partner with assigned region to identify potential clients and develop a strategic marketing plans to reach clients.
  • Advice business on treasury management services in order to increase liquidity and revenue while decreasing operating expenses and financial risk.
  • Coach and mentor team members on best practices resulting in a 90% increase in sales in a two year period.
Candidate Info
8
years in
workforce
3
years
at this job
BS
Business Administration
Business
5

Regional Bank Private Banker

  • Guided affluent customer base to reaching their financial goals through business and personal banking, debt solutions, insurance and investments.
  • Consistently finished in the top 5% of Wachovia bankers nationwide in new business and personal accounts, investments and lending.
  • Mentored and coached Retail Bankers
  • Provided ideas to seamlessly integrate the Wachovia / Wells Fargo merger through identifying successful strategies to deepen relationships with clients, build awareness around a new business model, products and services.
  • Trained new bankers on systems, processes and goals.
  • Integrated and cultivated new employee relationships for successful growth and development of team.
Candidate Info
9
years in
workforce
3
years
at this job
Marketing
6

Private Banker

Provided financial planning and tax strategies for high net worth individuals and businesses.

  • Implemented wealth management services and asset diversification strategies.
  • Constructed retirement and estate plans for high net worth individuals.
  • Developed working relationships with accounting firms building financial services partnerships.
Candidate Info
13
years in
workforce
3
years
at this job
BS
Economics And International Trade / Finance
MS
Teaching
7

Private Banker

Cultivate new and existing client relationships of high net-worth and influence.

  • Educate and recommend client's consumer banking, business, and credit solutions beneficial to their needs.
  • Develop and execute marketing strategies aimed at growing market share in River Oaks and surrounding areas
  • Obtain and compile copies of client's credit histories, personal financial statements, and tax information for loan
  • Processed and closed approximately $6.8M in consumer and business loans through July 2015
  • Help manage and grow upwards of $100M in deposits
Candidate Info
11
years in
workforce
4
years
at this job
BA
Accounting
8

Private Banker

  • Managed relationships, developed business opportunities and presented complete client financial plans in order to sell retail banking products.
  • Developed and maintained a portfolio of important revenue generating client relationships.
  • Actively monitored directly assigned investment accounts for adherence to investment and asset allocation objectives and policies.
Candidate Info
4
years in
workforce
4
years
at this job
BBA
Finance
9

Private Banker

  • Partner with Relationship Managers and their associates to ensure proper and accurate documentation are delivered and processed in a timely professional manner.
  • Assist affluent, high net worth clients with their portfolio to ensure compliance with government and bank regulations are followed.
  • Assured all documentation was provided to complete underwriting for new and renewal loans by month end.
  • Ensured required data was input into appropriate systems for tracking proposes
Candidate Info
5
years in
workforce
5
years
at this job
10

Regional Bank Private Banker II

Providing full-service banking to new affluent clients as well as deepening and enhancing my existing clients relationship with the bank.

  • Consulting with customers regarding their financial needs, recommending solutions, and financial services to meet those needs.
  • Continually building a network of internal and external partners to further enhance my customer's experience and meeting my customer's needs.
  • Coaching my team member on relationship building, clues and cues to deepen Wells Fargo's wallet share of our clients finances.
  • Most recently ranked 16th in sales performance for New York and Connecticut
Candidate Info
16
years in
workforce
8
years
at this job
AS
Food And Restaurant Management
BA
Business Management

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