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Licensed Banker Resume Samples
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Candidate Info
years in workforce
Finance
Licensed Banker
Sold over $1 million dollars in investment products within first six months of being licensed ranking me top 3 in the branch for the year 2011.
- Exceeded sales quota by 100% through acquisition of new accounts on a monthly basis.
- Acquired an average of […] of new money for the bank through outbound sales calls and appointment setting.
- Effectively managed relationships of customers totaling more than $75,000 in assets assuring an excellent customer experience through constant outbound phone communication.
- Recognized for outstanding customer service throughout the Manhattan market for the months of August and September 2011.
- Finished number 2 out of 15 bankers in total production for year 2011 in the branch.
Candidate Info
years in workforce
year at this job
High School Diploma
Licensed Banker to Financial Advisor
Within six months with Citizens I was able to work my way up to a Financial Advisor role in which I was able to build a two million dollar pipeline in two months. In 2014 as a financial advisor I have built client relationships that earned PNC Investments / PNC Wealth Management six million dollars in assets in a six month period. I have also grown my managed book of business by almost one million dollars in that same amount of time generating a revenue trail for the company and myself.
- Secured strong, lasting relationships with new and existing clients through continuous follow up and service
- Conducted relationship reviews to learn about the client's current and future financial goals / needs then provide customized strategies to help achieve them
- Created activities, (networking, calling strategies, client events) for generating opportunities to offer services to create revenue
- Leveraged relationships with business partners to better fit the client's growing needs and form cross-sell opportunities for the organization • Provided exceptional client service while assisting them with all of their financial and investment needs
- Conducted team meetings on all facets of business from policy and procedure, sales, as well as customer service
- Worked effectively with team members, peers, and managers to identify and develop new opportunities for assets / revenue
Candidate Info
years in workforce
years at this job
Relationship Banker Ii/licensed Banker/branch Designee
Top-performer with proven success of consistently meeting and exceeding retail and investment sales goals, operational expectations, and customer expectations.
- Exceeded monthly and quarterly checking, savings, and lending goals for consumer and small business.
- Strong focus on outbound sales with 30% of accounts self-sourced.
- Increased revenue by $15K with sales of annuities and life insurance as a licensed banker.
- Attained #24 out of 943 in the company in overall sales rankings.
- Achieved 100% on Branch Annual Review by conducting self-audits and coaching associates to develop attention to detail and strive for operational excellence.
- Improved mystery shop scores by 5% in 2011 by creating and implementing a coaching plan, leading by example, and assisting in the development of action plans for each associate.
Candidate Info
years in workforce
years at this job
Business Management
Senior Licensed Banker II
Ranked 1st in the district & 2nd in region among 96 Sr. Licensed Banker IIs; Achieved 310% of sales goal upon 5 performance metrics.
- Managed a portfolio of business & personal accounts by profiling, actively cross-selling, outbound calling, appointments & partner referrals with special emphasis on lending & financial counseling.
- Held onsite appointments with other companies to explain the benefits the Wells Fargo@Work Program while gaining new clientele.
- Developed & maintained relationships with existing & new customers by delivering excellent product knowledge, financial advice.
Candidate Info
years in workforce
years at this job
Public Relations
Branch Manager and Licensed Banker
Responsible for talent management. This includes developing teammates professionally through coaching and support. Setting clear expectations with follow up and accountability.
- Conduct outside sales to bring in new business banking relationships, while also maintaining and expanding existing personal and business client base.
- Managed two of the Savannah's largest offices and increased sales production and overall performance in both. (Mall Blvd and Chatham Pkwy).
- Proven track record of consistent performance in sales and service by regularly meeting and exceeding branch sales goals.
- Top 3 is sales production for all license bankers in Savannah area since 2010. Currently ranked #2.
- Currently producing 30%+ of all home secured lending production for Q3 2012 in Savannah area which consists of 14 branches.
Candidate Info
years in workforce
years at this job
Marketing And Finance
Finance
Bts
Licensed Banker
- Consistently exceeded sales goals; ranked top 3% in the US: Citistars award in 2006 and 2007, Citibank NA's
- Ranked #1 banker in Austin/San Antonio area for 3 consecutive years; top 3 in Upper East Side Manhattan area
- Developed and managed high net-worth client relationships through problem solving, working under tight
- Established credibility and strong client rapport by effectively assessing client needs in all areas of personal
Candidate Info
years in workforce
years at this job
Public Relations
Licensed Banker
Trained Wachovia peers and management team on internal systems and implementation plans
- Acquired $5 million monthly in sold and referred investment assets from retail banking clients
- Cross-sold products and services at Bee Cave branch leading to $24 million in deposit growth in 1st year open
- Advised corporate clients and high net-worth individuals to help increase deposit growth 18-30% annually
Candidate Info
years in workforce
years at this job
Law
Licensed Banker
Ranked as a top performer in the Central Valley Region and won National Achiever Award in 2011 and 2012
- Generated a pipeline of more than […] in net revenue in 31 months by deepening relations with affluent clientele and implementing effective networking.
- Developed growth plans by identifying key clients, key targets and priority service lines.
- Conducted presentations to U.S. Military branches regarding Chase special military accounts
Candidate Info
years in workforce
years at this job
Business Administration And Integrative Studies
Financial Services Representative, Licensed Banker
- Promoted to co-lead the Savannah market in the SunTrust at Work Program in the first six months
- Achieved the status of On-The-Job trainer for new hires
- Acquired over $980,000 in principle annuity sales in one year, earning the #2 sales position in the Savannah market and the #10 position in the State of Georgia
- Exceeded sales goals by over 200%
- Established and maintained relationships with new and existing clients, determining their needs and advising them on the suitability of services and products
- Educated and sold clients products including life insurance, fixed annuities, loans and lines of credit, and deposit accounts
Candidate Info
years in workforce
years at this job
Finance
Licensed Banker
A leading global financial services firm operating in more than sixty (60) countries with assets totaling $2 trillion.
- Acquired, retained, and expanded new and existing customer relationships.
- Identified new business opportunities, referred customers to appropriate staff for new services, and successfully grew customer base through cross-selling products and services to existing clients.
- Maximized client retention and develop qualified referral business.
- Processed DDA lines of credit; discussed and accepted credit applications and compiled and verified application information.
- Opened, maintained, and performed account maintenance of all account types; assisted customers in their selection of various accounts and financial services and processed all new account transactions
- Worked in tandem with Financial Advisors; recommended appropriate investment options.
- Performed a wide variety of administrative duties and intermediate support related to branch operational activities and financial services.
- Provided leadership, training, and support to New Account Representatives and other branch staff.
- Established and maintained strong working relationships with all departmental staff; repeatedly selected to take on more responsibility.
- Proven track record in outstanding communication, customer service, ethics, compliance, leadership and personal performance.
Candidate Info
years in workforce
years at this job
Accounting
Economics
Economics
Personal/business/licensed Banker
- Managed clients’ account portfolios effectively and consistently exceeded banker goals by 110%
- Ranked #1 in the branch and #2 in Pasadena district for multiple and consecutive quarters for overall performance
- 100% customer satisfaction for 3 quarters consecutively and consistently maintained score of 90%
- Established rapport and credibility with clients in person and over the phone by understanding their needs and offering effective solutions for their business and personal financial objectives
- Successfully partnered with FA and Mortgage team to acquire 1 million+ in investments and loans for 3 million+
- Awarded to Presidents Club for 2 consecutive quarters
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
years at this job
Business Management
Licensed Banker/professional Sales/customer Service Representative
Established business development and marketing efforts, which expanded the customer base and introduced products into specialty markets.
- Cultivated positive and enduring relationships with customers.
- Created a loyal customer base by using a consultative sales approach.
- Acted as liaison between buyers, sellers, bankers, underwriters, title companies, and attorneys to ensure positive experiences for all involved parties.
- Worked closely with clients to get the appropriate loans, inspections, and credit reports.
- Organized, built relationships and educated customers resulting in customer satisfaction, retention, and increased sales.
Candidate Info
years in workforce
months at this job
Business Marketing
Licensed Banker
Marketed and sold range of banking, loan, and investment products in bank's 2nd largest branch.
- Cultivated relationships with bank's new and existing clients, fostering sense of trust while engaging them in discussing financial goals. Identified opportunity and recommended appropriate products and services.
- Supported financial professionals in serving the needs of the bank's highest net-worth clients.
- Exceeded quarterly goals, attracting $500,000 in new assets in one quarter alone.
Candidate Info
years in workforce
years at this job
Finance
Licensed Banker
Balance customer and client accounts by checking monthly debits and credits
- Partnered with Loan Officer for more than $3.5 million in mortgage opportunities
- Coordinated […] in loan opportunities through auto and home equity departments
- Earned Top 5 Banker in district for 3 of last 4 months
- Built relationship with seminary school
Candidate Info
years in workforce
years at this job
Economics And Public Administration
International And Development Economics
Economics And Finance
Licensed Banker/broker - Chase Investments
- Conducted market research on investment products, competitive landscape and industry trends.
- Developed and cultivated profitable client relationships that included the servicing of an $88 million book of business, and contributed to a 10% YOY increase in branch production.
- Monitored client portfolios and conducted financial statement analysis and reporting.
- Closely collaborated and forged strong business relationships with clients, senior managers, wholesalers, operations and compliance.
Candidate Info
years in workforce
years at this job
Finance
Licensed Banker
- Maintained a portfolio of high value clients with over 250K in assets.
- Recognized for being one of the top asset producers in 2008.
- Effectively recommended consumer and small business products and services through retail banking clients.
- Worked closely with internal business partners to expand client relationships.
- Assisted in the training of new bankers and tellers.
- Pre-underwriting of home equity and small business lines of credit.
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