Bank Officer Resume Samples - Page 2

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Bank Officers are responsible for overseeing the activities of the branch on a day to day basis, working with tellers and loan officers to assist present and potential customers of the bank. Sample resumes of Bank Officers list such skills as delegating, supervising and analyzing bank branch activity to maintain standards, and coaching and developing staff to achieve quarterly sales targets. Bachelor's degrees in the fields of accounting, business administration, or finance are standard fare on Bank Officers' resumes, along with prior experience of at least five years in a related field.

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11

Senior Account Manager/bank Officer

Provide all service support and exceptional customer service for complex and highly profitable Domestic Treasury, Corporate Investment Banking, and select Wholesale Banking clients in a call center environment. Provide coaching and mentoring to less tenured teammates.

  • Proactively service and resolve corporate customer issues without supervision to include customer research inquiries, account maintenance, wire transfers for primary relationships and/or when covering for peers.
  • Handle escalated calls and provide direction and guidance to support peers with client issues, serve as contact point in leader absence.
  • Analyzes reason client's account(s) are overdrawn, consults with Client and Credit Manager for optimal decisions.
  • Support scheduling, coordinating and/or monitoring of activities/reports.
  • Serve as classroom coach for new hire training and may provide support with up-training activities.
  • Establish and maintain constructive and cooperative working relationships with peers, internal partners and clients.
Candidate Info
11
years in
workforce
8
years
at this job
12

Personal Banker-bank Officer

Increased relationship with new and existing customers through profiling

  • Made outbound calls to existing and potential customers cross selling loans (auto, mortgage, and business)and investment options
  • Visited local businesses to develop a stronger financial relationship in the community
  • Strengthened relationships with internal partners
  • Performed account maintenance
Candidate Info
7
years in
workforce
10
months
at this job
BS
Business Management
13

Branch Manager/bank Officer

Manage sales of bank products, new business, operations, customer service, and teller productivity

  • Supervise, train, and coach employees
  • Increase business through networking and building new client relationships
  • Maximized customer satisfaction with quality service
Candidate Info
18
years in
workforce
6
years
at this job
14

Financial Sales Representative II - Bank Officer

Recommended and sold financial products and strategies to branch clientele to include investment, insurance, lending, and banking products using relationship selling techniques

  • Analyze branch sales position, and implement sales activities to meet those objectives
  • Organize and conduct branch sales meetings
  • Administer training programs for sales techniques and computer systems
  • Implement investment and banking laws and regulations
  • Update and maintain corporate database
Candidate Info
12
years in
workforce
5
years
at this job
BS
Economics And Strategic Business Management
15

Bank Officer

Management of bank personnel

  • Daily operations
  • Responsible for eleven million consumer loan portfolio
  • Collection activity
  • Originated commercial, consumer, mortgage and SBA loans
  • Security training of employees
  • Maintain security of main office as well as two other branches
Candidate Info
18
years in
workforce
2
years
at this job
BS
Bachelor of Science
Insurance
16

Bank Officer - Private Banking/business Development

Provide financial expertise in matters concerning fixed income securities, US bonds, equities & options. Advise organizations regarding investments and financial planning.

  • Provide commercial & private banking and lending services to high net worth customers.
  • Execution of various financial transactions including wire transfers and FX exchange.
  • Responsible for customer relationship management and over whole portfolio oversight.
  • Industry exposure: not-for-profit, business services, industrial manufacturing, real estate.
Candidate Info
6
years in
workforce
2
years
at this job
BA
Finance
17

Manager and Bank Officer

  • Final approval authority for deposits, payments and loan disbursements.
  • Streamlined procedures for processing letters of credit by determining the language required, setting up templates and assisting in the design and development of new systems to promote timely processing. Eliminated unnecessary data entry and improved processing time of the daily workflow.
  • Increased profitability by ensuring that clients received unparalleled customer service. The responsiveness and attention to detail received by customers enabled them to feel comfortable and confident in the management of their accounts.
  • Provided management oversight of representatives including in-depth training to enhance representative understanding and performance. Increased productivity through continual training and support.
  • Evaluated proposals and agreements to determine and resolve operational difficulties prior to implementation. New facilities were put in place with greater ease and initial transactions were processed smoothly.
  • Reconciled facility information and balanced accounts to provide necessary balances for upcoming transactions to clients, consultants and internal departments enabling customers and marketing officers to identify needs and expand business opportunities.
  • Reviewed transport documents and drawdown requests. Authorized payments in accordance with international trade guidelines.
  • Resolved customer and operational issues through regular proactive communication with external consultants and Bank Loan/Marketing Officers. Encouraged positive resolutions and improved customer satisfaction.
  • Prepared credit proposals to accommodate new transactions without delay to promote business development and profit.
Candidate Info
3
years in
workforce
3
years
at this job
C
Accounting
BA
Foreign Language And Literature
Advanced Spanish
18

Customer Relations Manager - Bank Officer

Manages branch operations and budget

  • Trains staff on banking products, services and procedures
  • Maintains customer base through positive banking experience by educating customers with product and service information
  • Schedules telemarketing
  • Organizes staff meetings
Candidate Info
23
years in
workforce
5
years
at this job
BA
Bachelor of Arts
19

Bank Officer, FIU Senior Compliance Investigator - Compliance

Ability to work timely and effectively to ensure compliance with all policies, procedures and federal regulations.

  • Maintains a proactive inquisitiveness of AML trend and techniques that allows for a greater thoroughness when conducting case investigations.
  • Working knowledge of the Bank's internal AML monitoring system and case management tools.
  • Exhibits a strong ability to identify potential risks associated with money laundering and other financial crimes. Escalates concerns promptly to management's attention.
  • Demonstrates strong research and deductive reasoning skills as well as the use of sound discretion to effectively gather data and facts to support sound case decisions.
  • Evaluates, gathers supporting documentation and prepares SAR's for submission.
  • Ability to interact with all levels of management.
  • Strong interpersonal, written and verbal communication skills.
  • Self motivated and works independently with minimal supervision.
  • Develops strong relationships with peers and senior managers and demonstrates commitment and accountability.
Candidate Info
6
years in
workforce
7
months
at this job
BA
Business And Economics
20

Armed Bank Officer

Update Daily Reports & Activities/ Write Reports

  • Observe /Oversee Safety of Staff & Customers
  • Monitor for Electronic Theft Devices
  • Ensure Building is Secure for Opening & Closing Staff
Candidate Info
6
years in
workforce
11
months
at this job
HS
High School Diploma
Criminal Justice

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