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Candidate Info
years in workforce
years at this job
Accounting
Business Relationship Banker - Bank Officer
Generated revenues by marketing and selling deposit accounts, loans, leases, lines of credit and treasury services to our small business clients. Analyzed financial needs for clients and potential prospects, utilizing competitor's bank statements, phone interviews and Wachovia banking history to close deals. Prepared customized sales proposals. Built and cultivated strong partnerships with internal partners throughout the different Wachovia business segments.
- Conducted needs based consultative sales meetings with prospects, including business owners, presidents and other decision makers.
- Ranked in the top 15% of department for treasury sales in 2008, 2009, and 2010.
- Originated commercial and personal loans and ranked in top 10% in revenue
- Conducted training for business service reps to educate them on uncovering referral opportunities.
- Pioneered the mixed household pilot team in 2005 to formulate a partnership that increased business to retail and retail to business referrals, intern resulting in the mixed household BRB dept.
- Selected to participate in Wachovia's Leadership Mentor Program, an integral member of the team training all newly hired Small Business Bankers.
Candidate Info
years in workforce
years at this job
Anthropology
Residential Retail Mortgage Banker
Managed all aspects of high quality mortgage loan originations through builder and realtor referral partners, portfolio referrals, client databases, staff and marketing; Organized meetings with prospective buyers and utilized consultative selling approach, exhaustive mortgage industry knowledge and marketing strategies to complete complex financial transactions ; Built and maintained strong client relationships while coordinating with all parties involved in the transactions
- Established award winning relationships with the Mayhood Company, a recognized National Condominium sales and marketing enterprise resulting in "approved lender" status with several successful projects in both Virginia and Maryland
- Achieved highest capture rate amongst approved lenders in projects
- Received Platinum, Gold and Silver production awards from the Mortgage Bankers Association of Metropolitan Washington over several consecutive years
- Demonstrated exemplary sales performance and earned the 2008 Sales Master Award - XINNIX
- Recruited, trained and managed sales assistants to successfully support loan production
Candidate Info
years in workforce
years at this job
Psychology
Sr Regional Private Banker
Cultivate and manage new and existing client relationships of high-net worth individuals and their related businesses. Conceptualize customized financial plans for clients based on results of comprehensive needs assessments. Recommend an array of services, including investment management/estate planning, credit and consumer banking products. Continually expand referral network contact with various internal business partners and external centers of influence. Coordinate events/seminars for new business development.
- Recognized as Top 10 producer two consecutive quarters 2014
- Increased core deposits 59% and investment assets under management 29% in 2014
- Maintained client retention goal of 99.9% while increasing the number of profitable clients by 32%
Candidate Info
years in workforce
years at this job
Information Technology Engineering
Communications And Marketing
Personal Banker
Lead the formation of client relationships to effectively offer integrated financial services solutions and provide optimal financing and related services for consumers and dealers in the Center City region. Increase overall portfolio to improve profitability for largest Philadelphia main East Coast flagship branch of $88B global financial services organization.
- Ranked #1 out of 25 and #11 (Top 15) out of 250 sales personal banker representatives in Center City District (12 locations) and all of Philadelphia (30+ locations), respectively.
- Achieved 100%+ of all quotas in every category including loan volume (student and auto), credit cards, and checking/ savings accounts by anticipating customer needs, and identifying, researching, and evaluating appropriate bank products.
- Won multiple Customer Service and Performance Based Rewards for consistent Top 5 ranking each quarter since 2013.
- Facilitated events and conducted seminars on Financial Literacy to existing and potential clients. Corporate and community based attendees ranged from 10 to 5,000+ from organizations including RISE, The Philadelphia Art Institute, Pennsylvania Public Housing Authority, and the Urban League of Philadelphia.
- Conduct key aspects of loan processing for branch. Approximately 800 consumer loans processed to date.
- Ensure compliance of Wells Fargo policies and procedures as well as state and federal regulations.
Candidate Info
years in workforce
years at this job
Italian Studies
Private Client Banker
Managed client finances using banking, investment, and credit products for a book of business composed of over 400 households. Successfully identified, deepened and managed financial relationships to gain incremental wallet share of the affluent segment by delivering a superior customer experience. Anticipated the complex financial needs of the client and offered solutions through a wide range of products, services and tools.
- Proactively sourced, acquired and expanded high value relationships by maximizing sales and service opportunities
- Partnered with Financial Advisor, Business Banker and Loan Officer during high-touch client meetings focused on delivering holistic financial solutions
- Grew "Private Client" book of business from 0 to 185 households in 3 years by intuitively recognizing and understanding client's banking, credit, and investment needs
- Recipient of the firm's "National Achiever" sales award 2011 and 2012
Candidate Info
years in workforce
years at this job
Business Administration
Personal Banker
Cross-sell of banking products, opened new checking, savings, CD and IRA accounts, credit cards, performed wire transfers
- Researched discrepancies and fraudulent activities on customers' accounts
- Discovered financial needs and recommended suitable products to help customers succeed financially
- Applied and closed personal, auto, and home equity loans for customer
- Prospected and followed up with future and existing customers, assured that customers issues were satisfactory resolved
- Obtained sales and improved customers relationships on off-sites visit to business customers
- Continuously exceeded sales goals while provided excellent customer services
Candidate Info
years in workforce
years at this job
Relationship Banker
Responsible for maintaining strong organizational skills with a critical emphasis on multitasking.
- Increased considerably the quantity of new clients and contributed to retain current ones to cover branch goals pertaining to investments and business acquisitions.
- Handled cash and report creation on a daily basis to comply with corporate policy and procedures.
- Effectively solved customer concerns in an effort to find solutions to customer financial needs.
Candidate Info
year in workforce
months at this job
Finance And Investment
Personal Banker
Represented over 15 financial product offerings with more than 75 features to customers
- Defined client financial situation and needs through gradual discovery process and active listening
- Customized and recommended most suitable product offering based on information provided
- Addressed customer questions regarding features and benefits effectively
- Collaborated with eight team members to provide excellent end-to-end customer experience
- Educated clients on key aspects of required disclosures to comply with banking regulations
Candidate Info
years in workforce
years at this job
Arts
Premier Banker
Handled 100+ calls per day in an inbound call center from bank customers with average balances of over $25,000
- I also assist the financial institute in profit of over $100,000 on a 12 months basis for customer's with deposit product's
- Promoted from Phone Banker position within first four months on the job
- Achieved an average referral rate of over 30% which ranks among the leaders in the call center
- Earned profit per call rate over $10 which ranks in the top 20% in the call center
- Successfully resolved customer inquiries related to billing explanations and account maintenance
- Received customer service awards for providing extraordinary customer service
Candidate Info
years in workforce
year at this job
Business Management Studies
Personal Banker/assistant Manager
Managed premier client portfolios of consumer lending as well as business banking products.
- Cross sell consumer and business deposit products that assist in retaining and expanding the relationship with new and existing clients.
- Provided customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products.
- Developed and maintained relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services business.
- Developed strategies to grow the client base and implemented appropriate sales plans to target prospective customers.
- Opened new accounts.
Candidate Info
years in workforce
years at this job
Business Administration
Personal Banker
Established relationships with new and existing customers to provide them with products that fit their needs.
- Knowledgeable in Consumer Lending and worked with underwriters to see through the loan until approval.
- Generated new business by establishing solid relationships with existing customers to ensure repeat business and then using customers as referral sources, as well as cold calling new clients to generate new business.
- Facilitated the opening of checking accounts as well as the origination of loans and lines of credit for both business and individuals.
- Top Performer with [company name] as the number one Universal Banker in the Twin Cities East District two straight years.
Candidate Info
years in workforce
months at this job
Advertising
Mortgage Banker
Provided world-class service to potential clients searching for a suitable mortgage
- Presented effective communication skills to better sales efficiency and customer service
- Grasped complete knowledge in order to originate mortgage loans in the states of CA, IL, LA, MI, NJ, SC, NC, OH, PA, TX, VA, WA
- Advised and educated clients on the refinance process and how to better manage their mortgages
- Assisted clients through the loan process from application to closing
Candidate Info
years in workforce
year at this job
Finance
Relationship Banker II
Primarily responsible for the acquisition of new business and growth of existing client relationships.
- Coached and trained branch team members on bank operations and best sales practices.
- Ensured the office is operated in a professional manner to build customer confidence and trust.
- Responsible for the overall branch operation in absence of the manger.
- Demonstrated good risk management decisions, reduced preventable losses and fraudulent activity.
Candidate Info
years in workforce
years at this job
Accounting
Criminal Justice / Psychology
Organizational Leadership
Licensed Banker/small Business Specialist
Sell bank products such as packaged investments, IRA's, money markets, loans, credit cards, mortgages, DDA's and savings accounts.
- Partnered with Financial Advisor to set appointments and find products suitable for clients
- Assisted Business Banker and ADP to set up referrals to cross sell business products
- Aided Branch Manager with customer service and Branch Action Plan
- Managed all business accounts, loans, & convenience products
- Served as Notary & handled medallion signature guarantees
Candidate Info
years in workforce
months at this job
High School
Information Systems And Operations Management
Retail Personal Banker, Assistant Vice President
Responsible for driving consumer and small business relationships at a very large banking center (approx. 4,300 households and $194,000,000 in deposit base). Currently at 117% of annual production goal.
- Personally manage a book of business of approximately 1,200 consumer and small business households
- Hold role of lending specialist, have uncovered and worked more loans than any banker in the Region. Leader of Mortgage loans and Equity based options. Currently booked over $2,000,000 in loans in the last two months
- Currently on a path to obtain licensing to offer Investment services as well. Goal to complete program by May 2015. Partner with Preferred Banking Specialist and Investment Executive to offer Investment alternatives. Banking Center obtained $150,000 investment revenue for January 2015
- Responsible for leading the Northwest Ohio area for small business banking results (at 247% to annual goal)
- Ace Award recipient for top sales - third quarter 2014
- Banking Center is currently top performing P&L for 2015 in year over year revenue growth and contribution margin in entire company - January, February 2015
- Certified in Consultative Sales and Service process - November 2014
Candidate Info
years in workforce
years at this job
High School Diploma
Business Systems
Personal Banker
Client Relations: Provide outstanding service to business clients and consumers at one of the district's largest branches (Elston Plaza). Assess each client's needs, and present the appropriate products. Build a profile for new clients. Answer questions regarding all bank products and services. Identify and pursue all opportunities to cross-sell. Set up and maintain business accounts when a commercial specialist is not available. Follow up with clients to ensure they are satisfied and uncover new sales opportunities. Explain policies in language clients can understand, interacting in Spanish as needed.
- Recognized several times as top producer in the region.
- Recognized for overall productivity (2012) and direct deposits (2012).
- Played a lead role in the branch's obtaining and maintaining Silver Status for customer experience.
- Given enhanced responsibilities to resolve escalated customer service issues and lead staff meetings.
Candidate Info
years in workforce
years at this job
Associate of Science
Personal Banker II
Lead banking center to operational excellence by ensuring team members understand and follow policies and procedures around cash controls, security, risk and audit to ensure operational integrity.
- Support Risk Management Team by implementing safeguards on new account opening process as well as daily transaction currency controls to avoid losses, including all banking center audits
- Branch Conversion Lead supporting transition of traditional retail bank model to progressive "retail express"
- Branch audit scores in top 5% of all Retail Chicago Banking Centers (96% 2011, 96% 2012, 98%2013, 98%2014, 100%2015)
- Top 1% for all personal bankers in Chicago on new account fraud loss, $0 lost to fraud over 24 months
- 2013-14 Mentor Program Candidate for new employee onboarding/training for operations
- Exhibit the core value of leadership by overseeing banking center in manager absence. Work with peers to develop banker training programs concentrated on building strong business partner referral systems.
Candidate Info
years in workforce
years at this job
Business Management
Management
Relationship Banker (licensed)
Analyzed individual portfolios and prepared quotes suitable for clients' financial needs, including brokerage accounts, mutual funds, retirement investment plans, and annuities.
- Ensured compliance with operational, auditing procedures, fraud prevention to protect client assets.
- Provided broad base financial and credit services with the goals of acquiring 100% of clients' business.
- Responded to clients' inquiries relating to investment objectives, ensuring their understanding and satisfaction.
- Developed and enhanced existing client wealth and asset portfolios.
- Built strong partnerships with specialists in Investments, Private Client Wealth Management and Lending to facilitate the flow of available product information and generation of referrals.
Candidate Info
years in workforce
years at this job
Human Development
Personal Banker
Working closely with customers, ensuring that they receive the best service possible
- Continuously receives "High Meets" rating in year end reviews
- Recognized for having exceptional customer service by management team, peers, and numerous customer compliments
- Helping peers get through the monthly quota
- Answered all incoming calls and helped them with concerns and problems, as well as directing them to the appropriate department
- Maintained and ordered appropriate office supplies
- Following as well as keeping up with audits and Federal Regulations
Candidate Info
years in workforce
years at this job
Business Management
Personal Banker
Opened and closed store branch and implemented daily managerial tasks: such as processed overrides, reviewed daily paperwork, managed and troubleshot difficult situations with customers, balanced vaults and ATM's regularly
- Ensured customer satisfaction utilizing effective communication that was multicultural
- Recommended relevant products and services and addressed all customer concerns
- Cross-trained and motivated new employees across several domains
- Prepared monthly schedules for banking center
- Processed transactions in a timely manner to ensure customer satisfaction
- Reviewed operations paperwork (signature cards, closing reports & teller's daily work) to ensure compliance with banking center guidelines
- Helped customers apply for line of credit, first mortgages and refinances
Candidate Info
years in workforce
years at this job
Need
Phone Banker/personal Banker
Resolved customer concerns from incoming calls. Provided consultative guidance on bank products to meet customers' ongoing financial needs including loans, lines of credit, and checking and savings accounts.
- Established and grew customer relationships with bank to generate business and increase revenue.
- Verified status of loans, lines of credit, and checking and savings accounts and provided resolution to issues.
- Monitored quarterly sales goals.
Candidate Info
years in workforce
years at this job
Personal Banker
Responsible for exceeding sales, service and operations goals set by District
- Established credibility and rapport to assist clients form a financial relationship with Chase Bank
- Conducted needs assessments to better understand clients needs and recommend products and solutions based on findings
- Assisted senior clientele in financial freedom initiatives to help transition them into retirement
- Worked closely with wealth and private banking group and received award for highest wealth referral month over month in 2010 and 2011
Candidate Info
years in workforce
months at this job
Business Administration
Teller/banker
Communicated with over a hundred customers a day and ensured each one of their financial needs, goals and objectives were met and understood.
- Customer Service and leading district with most clients closing's in district for consecutive quarters
- Grew branch deposit base by 15 %, leading Queens region in customer referrals consecutive quarters
- Maintain and balance cash drawer
- Documented customer satisfaction on a daily basis and received recognition for outstanding customer service.
- Used ability to multi-task to complete multiple daily activities including auditing cash boxes and buying and selling cash
- Facilitate the fulfillment of customer banking requests by assessing needs, counseling/advising and applying the appropriate product/service matches.
Candidate Info
years in workforce
years at this job
Education
Planning
Relationship Banker
Actively managed a book of business of over 150 consumer and business clients.
- Met with assigned clients regularly to profile and understand their changing needs and recommend bank products and services to help them achieve their goals.
- Prospected for new business within my assigned territory. Utilizing cold calling, warm calling, networking, and marketing efforts.
- Motivated teammates and developed action plans to increase sales.
Candidate Info
years in workforce
years at this job
Finance
Accounting And Financial Management
Business Banker/senior Banker
- Developed and maintained profitable business account relationships by researching and understanding industry trends.
- Partnered with business development personnel to identify major account opportunities and exceeding area goal by delivering $85 million in deposits and 50% credit approval rate.
- Expedited business loan process by directly analyzing and processing financial documents to underwriting department.
- Planned and implemented additional business solutions to underwriting management by presenting financial trends and forecasts using financial statements, bank statements, and tax returns.
- Awarded Citistars on 5 out of 7 years for excellent customer service and sales performance.
Candidate Info
years in workforce
years at this job
American Sign Language
Math
Assistant Manager, Customer Service Manager and Senior Personal Banker
- Directed daily operations for a retail bank, including branch sales, business development, and customer service.
- Responsible for hiring, training, supervising, and evaluating tellers to ensure best quality of customer service.
- Managed a staff of 15 customer service representatives and tellers.
- Maintained excellent business relations with small business owners and helped ensure customer satisfaction.
- Participate in community events to position the bank as a leader within the territory. Met the needs of the branch on a daily basis certifying that auditing and compliance issues were met in a timely manner and to superior management satisfaction.
- Balanced and maintained ATM and branch vault.
Candidate Info
years in workforce
years at this job
Associate of Arts
Education
Banker
Cultivated relationships with prospects and existing customers
- Maintained strong sense of compliance for company directives and procedures
- Filed and maintained confidential customer and account information
- Met and exceeded monthly goals finishing every quarter in the top 10% company wide
- Took a leadership role when needed, took initiative in the leadership role to get tasks done
- Accepted every opportunity extended to work with Community Affairs
Candidate Info
years in workforce
years at this job
Spanish
Relationship Banker
Provided financial and credit services to Business & Personal clients. Services included commercial & residential lending, checking/savings accounts, cash management, and investments.
- Established, developed, and deepen relationships with Business and Personal clients.
- Generated business through customer profiling, cross selling, & networking.
- Maintained & increased Branch deposits
- Acquired over 3 million in new money assets.
- Provided customers with a clear understanding of all technical aspects and benefits of JP Morgan products & services.
- Established 20 new relationships month over month by cold calling, prospecting, and working leads.
- Developed and implemented effective business plans targeted towards loans, deposits and fees.
- Managed and developed the branch and individual sales processes to perfect the sales skills and product knowledge.
- Involved & participated in community events in my immediate Branch area.
Candidate Info
years in workforce
year at this job
International Business
Spanish
Universal Banker
Work as a teller and both personal/business banker in an aggressive sales position
- Responsibilities include: Branch Marketing, Account Opening (English/Spanish)
- Onboarding New Colleague, Cash Management, Sales and Customer Relations
- Offer personal financial consultation and maintain a positive customer relation
- Promoted twice in first year. Highest authority credentials under Store Manager
- Consistently Ranked Top 10 in Sales. Responsible for multiple million dollar clients
Candidate Info
years in workforce
years at this job
Education
Personal Banker
- Sold bank products and services to personal and business customers.
- Referred customers to line-of-business partners for higher lending needs, investment and trust services.
- Generated new leads through personal visits, marketing lists and cold calls to new, existing and prospective customers. Maintained sales database and various spreadsheets recording leads and sales information.
- Assisted with hosting branch banking seminars and participated in many bank volunteer programs.
Candidate Info
years in workforce
year at this job
High School Diploma
Phone Banker
Performed everyday interactions with customers and managed all waiting calls within timeframe
- Greeted all customers patiently and ensured pleasant tone throughout conversation
- Maintained knowledge of all customer requirements and provided appropriate responses
- Administered processing of all transactions within required timeframe and accurately
- Managed routine processing of all consumer and business transactions
- Prepared and mailed required documents to clients on regular basis
- Ensured customer satisfaction at end of every call and thanked the customer
- Provided all confidential information to caller only after authenticating identification of caller
Candidate Info
years in workforce
year at this job
Entrepreneurship
Human Resources
Personal Banker
Cross sold products and services to help customers achieve financial goals
- Built relationships with clients to understand lending needs
- Researched disputes, resolve conflicts, and provide premier customer service
- Enforced policy and procedure, complete monthly audit
- Coached, trained, and developed customer service representatives
Candidate Info
years in workforce
months at this job
High School Diploma
International Marketing, Current
Personal Banker
Discussed and analyzed consumer needs for financial products and services
- Prepared and maintained accounts for customers using advanced banking software and database
- Dealt with daily customer concerns and assisting in seeking resolutions that satisfied both client and management
- Analyzed service and sales of contact center employees, ensuring compliance and high quality customer service
Candidate Info
years in workforce
years at this job
Public Relations & Advertising
Management
Personal Banker
Oversaw client portfolios, as well as pro-actively cross sell additional products through successful profiling while accommodating their banking needs.
- Counseled customers regarding personal finance and lending services available.
- Promoted excellent work interactions with partners.
- Ensured all opportunities were explored in an effort to exceed sales goals.
- Delivered superb customer service.
- Responsible for acquiring, deepening and maintaining relationships with consumer and business customers.
Candidate Info
years in workforce
years at this job
A SW Regional Mortgage Banker/broker/ Wholesale Account Manager
Regional Wholesale Production Manager and Senior Sales Consultant
- Key contributor in the creation of correspondent/ wholesale lending activities in NV, CA and Hawaii
- Key contact member for all new wholesale and correspondent business activity
- Assisted external clients with loan paperwork and communicated best options / products available for delivery into RMS Secondary Market
- Managed in-house broker coordinator activity
- Maintained and managed over 20 broker accounts with monthly closings of 5-10 million per month
- Maintained retail loan activity for outside realtor relationships with 4 key offices
Candidate Info
years in workforce
months at this job
Bachelor of Arts
Branch Banker
Analyzed various customer issues and provided appropriate resolution.
- Developed customer profile and initiated sales activities through cross selling.
- Conducted one on one interaction with all customers to facilitate opening of accounts.
- Established strategies to retain customers and expand the customer base for bank.
Candidate Info
years in workforce
months at this job
Business
Finance With Minor
Personal Banker
- Responsible for performing banking duties and overseeing the financial activities for personal/business accounts
- Identified customers' financial needs and showed them how to get the greatest possible value from Wells Fargo products and services
- Analyzed current customer relationships and proactively contacted customers with recommendations to help them achieve financial success
- Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities
Candidate Info
years in workforce
year at this job
Associate of Science
Banker Teller
Explain, advice on, and promote bank products and services to customers.
- Trained employees on cash drawer operation
- Heavy cash handling, including but not limited to counting, receiving or disbursing money or executing financial transactions
- Balanced daily cash deposits and bank vault inventory with a zero error rate
- Prepared daily filing, organizing, and shipping paperwork out daily
- Processed sales referrals and promoted bank services and products
- Managed opening and closing times for the main branch
Candidate Info
years in workforce
years at this job
Business Administration-finance
Private Client Banker
Lead and manage banking relationship of more than 300 High Balance and High Potential customers, over 120 Chase Private Client (CPC) households with $53 million in deposit and investment balances. Work with Private Client Advisor to recommend suitable investment solutions.
- Grew branch deposit and investment balances by $66 million to $220 million since CPC introduction.
- Average approximately $2 million in new funds per month.
- Develop and cultivate strong relationships, and deepen existing relationships by providing concierge banking services to meet personal needs.
- Collaborate with internal and external partners to develop and implement cross-selling strategies.
- Support branch by opening new business accounts and servicing existing business customers in adherence to bank policies and procedures.
- Coach and mentor staff of 10 bankers, 10 tellers, and 3 sales/service associates to uncover Chase Private Client opportunities among high-balance and large transaction customers and refer to Private Client team.
- Received MVP award for Chase Private Client sales training (May 2012).
Candidate Info
years in workforce
years at this job
French
Master of Arts
Personal Banker
Maintains working knowledge of bank's products, services and offerings and services customers with bank inquiries, services and account issues.
- Utilizes needs-based questioning strategy to determine customer needs and provides appropriate recommendations.
- Cross-sells bank services, products, and assists with balancing ATM, vault and branch duties.
- Reaches 80% of sales goal every quarter.
- Awarded four Shared Success Awards, two Recognition Awards and 3rd Quarter Success award.
Candidate Info
years in workforce
year at this job
Pre-employment Training Seminar: Resume Preparation, Interviewing Techniques, World Of Work Ethics And Time Management
Data Entry, Career Search, And Preparing For Interviews
English As A Second Language
Multi Branch Banker
Provided help to branches within Suffolk District geographic in a role of as acting manager of the day, customer services representative, branch designee or help teller line if needed for the branch assigned
- Partnered with Financial Advisor, Home Lending/Business specialist and transition to Branch Manager or Relationship Banker for the branch assigned to engage in strong customer relations
- Ensured operational compliance to achieve successful audit for the branch assigned
- Performed Supervisory decisions as acting manager, also act as an advocacy for customer's complains for branch assigned
Candidate Info
years in workforce
years at this job
Business
Finance
Relationship Banker
Followed and implemented banking procedures and operations.
- Considered the "Go To" person for banking, operational and Loan questions.
- Responded to and resolved "escalating" customer inquiries and problems pertaining to consumer/Business deposit and lending accounts.
- Partnered with sales specialists in Retail Lending, Small Business, Investments, Workplace Financial Services and other product areas to ensure a world-class customer experience.
- Identified fraudulent activity to prevent potential losses to the bank. Filed SAR(Suspicious activity report) and the KYC(Know your customer).
- Conducted investigative research work to prevent fraud and other risks to the bank, and partnered with back office personnel in the compliance department.
- Ensured bank's policies and procedures are in compliance with the rules associated with mortgage lending, deposits and consumer lending.
Candidate Info
years in workforce
months at this job
Business Administration
Business Administration
Officer Small Business Banker-present
Work closely with numerous business partners to optimize productivity and capture cross-selling opportunities.
- Exhibited proactive involvement in various business, social, and community events with a vision to nurture new relationships that increased visibility in the branch's sales and marketing area.
- Assessed various resources to generate accurate and complete credit recommendations along with recognizing several deteriorating credit situations.
- Effectively prospects, manages and grows profitable account relationships with business customers that have annual gross sales between 250 thousand to 5 million.
- Prepare complex credit analysis including projection modeling on both existing and prospective customer's credit needs.
Candidate Info
years in workforce
years at this job
Accounting
Accounting
Relationship Banker
- Cultivate and manage new and existing client relationships of high-net-worth and influence
- Visit business customers and attend meetings and conferences with them and other professionals
- Maintain relationships with partners and senior management to maximize sales opportunity
- Achieve higher than average sales surpassing company's quotas by 50% or more every quarter.
- Earned National Achiever award for 2014. (Ranked in Top 600 out of 10,000 Bankers in the year of 2014.)
Candidate Info
years in workforce
years at this job
International Business And Economics
Finance
Investment Representative / Relationship Banker
Acquired, retained, deepened and managed relationships with customers
- Managed an assigned portfolio of customers and proactively met with them face to face and over the phone to discover their financial needs and provide product and service recommendations
- Opened new accounts, offered convenient services, and helped the branch meet sales objectives contributing to the success of the firm
- Handled and encouraged investor relationships
Candidate Info
years in workforce
years at this job
Business Administration
Business Management
Personal Banker 2/teller Manager
Cross-sell consumer and business deposit products that assist in retaining and expanding the relationship
- Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products.
- Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services business.
- Respond to and Resolve "escalating" customer inquiries and problems pertaining to consumer deposit
- Processing customer financial transactions accurately and efficiently
- Staying current with Bank products such as IRA's, CD's, Loan processing/Originations, Checking and Saving accounts, Certificates of Deposit, Money Markets and other banking products
- Following bank procedures and identifying fraudulent activity to prevent potential losses to the bank.
Candidate Info
years in workforce
years at this job
Bachelor of Arts
Retail Banker
Open Checking, Savings, Certificates of Deposit, and Individual Retirement Accounts while assuring all policies and procedures are held to the highest standard
- Manage and process lines of credit for potential and exciting customers
- Promote and maintain positive relations with all contacts, customers and potential
- Manage wide variety of customer service procedures to ensure they are conducted to the highest standards
- Responsible for cash drawers in excess of $15,000
- Supervised monthly audits to ensure bank's operational performance
Candidate Info
years in workforce
years at this job
Communications
Communications
Mortgage Banker
Ability to acquire skills necessary to make decisions and resolve conflicts while ensuring compliance with applicable procedures
- Proven ability to meet customer needs and provide great service by informing customers of the loan process and ensuring a positive customer experience
- Continuously learn and retain knowledge of new laws and regulations in mortgage lending
- Consultative selling of first mortgages (Purchases and Refinance) in a telephone environment
- Maintain a monthly $20-24 million refinance pipeline and a monthly $7-10 million purchase pipeline
- Proactively convert inbound and outbound leads into FHA/Conventional/VA mortgage loan application
Candidate Info
years in workforce
Material Science And Engineering
Entrepreneurship
Personal Banker
Building relationships with customer, analyzing their financial needs, and providing expert advice.
- Generating more than 30% of high quality sales solution in branch.
- Providing top rated customer service, managing daily customer concerns.
- Working closely with partners and high-valued customers, building extensive knowledge of regional private banking.
- Ensuring compliance with banking policies and procedures.
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