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Additional Banking Resume Samples
Banking Officer Resume Samples
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0-5 years of experience
Managed daily operations of the branch while generating over $2,000,000 in loans
- Increased personal deposit accounts by $800,000
- Developed business clients and opened deposit accounts in excess of $300,000
- Supervised 14 employees
- Hired and trained employees
0-5 years of experience
Foster and maintain relationship with a portfolio of business customers by conducting financial reviews, discovering additional opportunities, and proactively conducting satisfaction checks and value added updates. Manage a business banking portfolio up to 150 clients, through face-to-face calling activity. Structure and submit new loan requests from existing client portfolios, and monitor loans to ensure proper completion and customer satisfaction.
- Exceeded sales goals for the last 3 years, with 2011 Sales performance at 140% of annual goal.
- Ranked in top 25% DDA production, and finished in the top 30 within all of CFG.
- Consistently exceeded expectations, and received Directors award for top performer.
10+ years of experience
Entrusted with developing a portfolio that grew to $35 million in outstandings and $45 million in commitments. Recognized for meeting performance goals, retaining high value clients, and customizing client financial packages utilizing non-traditional banking vehicles. Additional responsibilities included training and mentoring Junior Loan Officers.
- Increased existing portfolio from $5 to $45 million.
- Ranked 24th out of 170 M&I business banking officers in new business development during final year of employment.
- Exceeded performance goals, consistently ranking in top 3 of 20 regional business banking officers between 1992 and 2007 in a large and highly profitable bank focusing on commercial and industrial clients only.
- Recognized the product potential of a small R&D energy company with low sales volume and extensive financial liabilities and tailored financial solutions to the client's needs. Following a $22 million IPO, the company emerged as a major depositor, averaging $3 million in deposits.
- Expanded and deepened the bank's relationship with current clients by designing innovative financial packages from $250,000 to $10 million per client, utilizing non-traditional financing vehicles including those of WHEDA, Wisconsin Department of Commerce, Wisconsin Business Development Finance Corporation, Waukesha Economic Development Authority, and the SBA.
- Consistently achieved over 100% of annual referral goals by proactively identifying critical linkage partners including the Trust Company, the Leasing Company, Asset Based Lending Division and Private Banking. Resulted in diversification of client relationships with the bank and enhanced account retention.
- Identified growth potential in two commercial ventures and developed complex financing packages to facilitate the start-up of a direct marketing clothing company that sold for $20 million, and the expansion of a uniquely successful internet provider that ultimately sold for $28 million.
6-10 years of experience
Supported 4 branch locations working closely with Retail Branch partners. Managed portfolio of clients with annual revenues of $.5 -$2MM. Focused on new business development and relationship management
- Sourced, structured, and presented business lending opportunities appropriate for clients up to $2MM in revenue.
- Effectively utilized centralized credit support team for both new originations and portfolio management.
- Developed targeted Center of Influence list and created detailed plan to build relationships that led to referral business to achieve goals.
0-5 years of experience
Management: Completed all training and sales coaching duties for Consumer Inbound Sales teams within call center.
- Provided leadership in assessing, developing and implementing product, procedure and professional development.
- Identified and partnered with internal and external resources to design, develop and deliver appropriate training solutions to meet the objectives of the business line.
- Partnered with the Senior Management to focus on sales progress and developed strategies to support needs to sustain sales results.
- Provided one-on-one coaching to agents and management to assess strengths, recognize achievements and challenge non-performance.
- Assessed sales attributes of the teams and provided specific feedback to agents, managers as well as Marketing to determine next steps.
- Observed behaviors through call observations/direct observation to determine skill competencies.
- Consistently exceeded standards and goals through various internal recognition and incentive programs.
0-5 years of experience
Increased portfolio in the amount of $10MM while retaining existing business from previous year's portfolio.
- Exceeded $135% of [company name]-D loan goal.
- Exceeded established goals in referrals
- Exceeded goals in Deposits by over 300%
0-5 years of experience
Controlled and balanced financial performance of branch with emphasis on retail lending, deposit acquisition and non-interest income generation. Proactively initiated, developed, and managed long term, profitable relationships with bank clients. Improved sales goals through BB&T supported sales processes and banking initiatives. Provided coaching and feedback to branch staff, to optimize sales opportunities.
- Managed staff of bank employees and met annual incentive goals by utilizing best practices
- Consistently generated over $400k of loan production per month
- Consistently grew the number of net new accounts on a monthly basis
0-5 years of experience
Named Top-producing Licensed Banker in area for 2012.
- Produced 87% of closed loans in the branch in 2012.
- Determined client eligibility for CRA loans.
- Nominated for OJT Facilitator.
- Completed monthly AML, Fair Lending, and Reg CC compliance training.
- Facilitated Branch Operations meetings, as needed.
- Accomplished Continuing Education as required by licenses.
0-5 years of experience
Handled all customer client base with 25k or more vested with bank. Assistant service and sales manager for traditional and in-store bank center.
- Recommended strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
- Researched and investigated available investment opportunities to determine whether they fit into financial plans.
- Managed and trained 10-15 bank staff and achieved significant improvements in their productivity. Handled bank center day to day functions.
- Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, and financial performance indicate a need for plan reassessment.
0-5 years of experience
Responsible for deposit and lending needs for clients with net worth greater than $10MM.
- Underwrote all loans for banking team with over $300MM loan portfolio including custom personal banking, residential real estate, business, premium finance and commercial real estate loans.
- Cross-sold trust, investment and financial consulting services to clients for increased profitability.
- Decreased document deficiencies on team's loan portfolio by 75%.
0-5 years of experience
Work with small businesses up to $3MM in revenue and up to $1MM in total connected risk.
- Attained Q3 business sales revenue goal by 5/8/14.
- Built loan pipeline to $4MM within the first two months with the company.
- Increased deposit relationships by 250% of Q3 goal.
0-5 years of experience
Underwrote and processed loan requests for office and industrial buildings; residential subdivisions; hotels; and retail centers - no loan ever resulted in a loss.
- Negotiated terms, conditions and pricing of commercial real estate construction and mini-permanent loans.
- Managed the workout of a $75.0 million commercial real estate loan portfolio.
- Completed the Bank's formal 18 month management credit training program
6-10 years of experience
- Recognized for achieving number 1 ranking in merchant referrals within all First Bank locations
- Exceeded all sales and performance goals set before me
- Implemented marketing techniques that drive revenue and increase sales
- Coached area branch teams on successful sales calling & business development
- Established & managed high profile clients
6-10 years of experience
Responsible for training, coaching, and managing branch personnel to increase business customer deposit accounts, loan, and savings growth. Manage a portfolio of business banking customers with market up to $10M. Coordinate all initial bank contact for business customers regardless of market size. Manage all aspects of location and cultivation of new deposits and loans. Personally interview applicants; analyze credit information and financials, and close various types of business loans. Research and analyze corporate financial and industry information to reduce risk to the bank. Manage time and expenses according to bank goals and budgets.
- Number one in overall deposit growth in the Midwest for past 7 years.
- Always in the top 5% in companywide rankings for past 7 years. (Out of 330)
- Number two in Michigan rankings for past 7 years.
- Winner of numerous sales and achievement awards including Top Performers Annual Trip for past 7 years.
10+ years of experience
- Developed and executed integrated sales and service strategies resulting in the growth of 200 new business banking relationships per year.
- Achieved "World Class Performer" award for attaining a number 5 ranking out of 280 business banking officers for sales achievement.
- Selected as one of three business banking officers to lead the Life Sciences and Technology Group with a new business development initiative.
- Leveraged corporate marketing campaigns to achieve 60 percent penetration of existing customer base for cross-selling bank products and services.
- Successfully led regional sales blitzes and business development activities, consistently achieving objectives.
- Implemented customer-focused servicing platform to achieve 95 percent retention of new business relationships.
- Awarded special recognition for implementing a loan program allowing a customer to double their space and double revenues.
- Utilized professional sales development skills to build new strategic relationships with customers through COI development, community involvement, internal/external partnerships and cold calling.
- Built and maintained a referral network of attorneys, accountants and insurance professionals.
0-5 years of experience
Assumed full responsibility in developing, administering, and expanding a portfolio of personal and business customer relationships
- Identified customers with additional profit potential and designed action plans to expand relationships
- Provided proactive leadership to assigned personnel to ensure positive sales results, which met and surpassed established sales objectives
- Actively engaged in operational risks management, loss reporting, and client management processes and controls
- Established and directed effective team through communication, performance management, development plans, and reward/recognition practices
- Administered service levels against customer expectations; recognized quality gaps; and followed up with action plans to address organizational issues
- Ensured achievement of branch performance targets by efficiently identifying probable process improvement initiatives
- Worked collaboratively with business associates to identify mutually beneficial opportunities
- Played an integral role in designing and implementing new processes minimizing account opening errors within branch, 2010
- Helped the branch achieve its sales goals in the areas of investment, deposit and mortgage 2009-2010
0-5 years of experience
Responsible for overall balanced financial performance of branch, with emphasis on retail lending, deposit acquisition and non-interest income generation. Provide general supervision of branch with focus on branch sales effort. Proactively initiate, develop and manage long-term, profitable relationships with clients.
- Promoted in June 2008 to Financial Center Leader in North Charleston, SC after completing Leadership Development Program
- Granted Corporate Title of Banking Officer in December 2008
- Ranked 7th of 43 branches annually in 2008
6-10 years of experience
Spearheaded efforts to ensure all administered systems met audit, compliance, and regulatory requirements including BSA, AML, and OFAC.
- Maintained accountability for user review audits, which included SOX regulatory requirements.
- Provided administrative support for systems platforms that drove the operations primarily for collections, consumer lending, and mortgage origination.
- Executed all systems transactions that supported business lines.
- Tracked systems and ensured overall system integrity.
10+ years of experience
Set performance goals with manager to increase effectiveness of serving customers and meeting their financial needs
- Maintained and balanced cash drawer
- Identified and made sales referrals; cross-sold bank services and products
- Supervised teller staff of 4
0-5 years of experience
Manage book of approximately 250 High Net Worth Clients. Serve as the primary point of contact and work with line of business partners to create customized solutions based on client needs.
- Responsible for internal book revenue growth as well as revenue growth with regards to new to bank clients.
- Anticipate, discover and remedy gaps in financial planning based on client needs, goals, and suitability. This covers, but is not limited to, Banking, Wealth Management/Investments, Estate and Education planning, Debt and Liquidity structure, etc.
- Discover and develop banking and investment relationships for a targeted group of sophisticated customers and prospects through in-depth profiling, consultative dialogue and high-level customer management.
- Achieved a top 5 ranking for revenue growth in Southeast Region.
0-5 years of experience
Supervise work of analysts to meet turnaround times for new money and renewal requests in high volume central underwriting center.
- Training, performance coaching and development.
- Review underwriting of analysts prior to an underwriting package being returned to relationship managers. Monthly review volume: approximately 45 credits per month.
- Participate in corporate underwriting task groups for process enhancements including underwriting efficiencies and global cash flow development.
- Member of Moody's Dual Risk Rating Task Group working to coordinate implementation, policy development and training of analysts for Commercial Real Estate Dual Risk Rating.
- Within 4 months of arrival, achieved service level agreements improved from 68% to 100%
0-5 years of experience
- Commercial banker and relationship manager for large regional commercial bank.
- Exceeded all goals each year. Loan portfolio growth 20% each year.
- Reduced loan losses from 3% to less than 0.5% of total receivables.
10+ years of experience
Achieved above satisfactory audit ratings by overseeing branch operations and ensuring compliance with both regulatory and internal policy and procedure.
- Direct and implement branch sales and service initiatives by achieving positive results.
- Responsible for the supervision of multiple branch offices.
- Selected by Executive Management to train employees and oversee three successful bank system conversions to new computer system, policy and procedure.
- Created a positive and productive working environment through coaching and leading teams by example.
- Conduct outside business calls to prospective customers as well as participate in community and civic events to enhance bank image and develop additional business.
0-5 years of experience
Fostered and managed new and existing client relationships of high-net-worth individuals and their related businesses. Executed loan management, account contracting, and delinquency maintenance while utilizing exceptional customer service with an emphasis on client satisfaction and retention.
- Administered deposit balances of $6,250,000 and loan portfolio of $2,420,000
- Conversant with all the technicalities, legal regulations, and standard operating practices employed by standard banks while dealing with customers
- Expeditiously resolved client issues and concerns; Utilized proactive measures to prevent problems and anticipate customer needs
10+ years of experience
Executed foreign exchange spot and forward contracts directly with customers.
- Bought and sold Fed Funds, Certificate of Deposits, EURO dollars, and Banker Acceptances that funded four branch offices.
- Streamlined funding procedures that saved $850M a year.
- Led internal bank audits for the Chicago Branch.
0-5 years of experience
Managed 2 branches including the main office and generated a business lending pipeline in excess of $7M plus managed the existing $20M+ in personal portfolio. Represented the bank in print, television and social / online media.
- Closed $2M+ in new commercial loans in the first 2 months of becoming a commercial lender in April 2011.
- Provided guidance and training to all branch personnel in sales consultation through real time coaching, and ensured their development through one-on-one coaching, counseling and training.
- Built new and further developed business relationships.
- Advocated bank's overall mission by attending public events and serving on various community committees and boards.
- Developed tactics to meet monthly sales / service goals along with profitability targets.
- Creatively packaged complete business relationships that included deposit, loan, and cash management products.
- Doubled branch deposit and new account growth over previous year.
- Served as a Big Buddy in the Big Buddy Program and was selected to serve on the Board of Directors for CAFVIC. Member of the Community Investment Team, and of the United Way Financial and Operational Review Committee, acting as the Fidelity 'brand manager'.
- Developed [company name]'s Costumes for Kids program to benefit CAFVIC that brought attention to [company name] through both print and television media.
6-10 years of experience
Organized [company name] portion of Spring/Summer Orientations for over 3,000 incoming freshman and transfer students at IUP.
- Facilitated information sessions for both students and parents concerning general banking, fraud, and credit.
- Assisted in the coordination of [company name]'s West Virginia University (WVU) branch opening.
- Engaged clients & employees daily by using Human Sigma principles.
- Developed new business clients for PNC
- Hired, trained and managed the employees of a retail branch.
- Examined monthly branch Profit & Loss reports to maximize profitability.
- Assisted personal clients with account related questions.
0-5 years of experience
Serve as a liaison between Compliance Department and International Banking business units on day-to-day AML compliance matters.
- Develop, review, and update International Banking BSA/AML policies and procedures in accordance with applicable Federal and State laws and regulations; implement policies and procedures and ensure that they are followed.
- Advise International Banking business unit on all compliance matters and assist in resolution of problems/issues.
- Perform an initial and ongoing periodic review of KYC Profiles and other related account documentation to ensure that sound due diligence is performed and all required documents are in place.
- Collect and maintain information related to compliance issues and disseminate it to staff.
- Provided AML training to department employees on a regular basis.
- Participated in implementation of specialized Enhanced Due Diligence (GIFTS EDD) software to detect suspicious payment activity.
- Ensured that International Banking policies and procedures are current and well enforced.
0-5 years of experience
Manage day to day activity of Mortgage Payoff Processing staff including monitoring workflow, job coaching and associate engagement
- Monitor task queues to ensure team is in compliance with CFPB regulations and meeting all Service Level Agreements
- Participated in LEAP Project to improve SONYMA quote process
- Assisted in moving the printing of FHA quotes to vendor as well as automating the FHA quote reprint process
- Continuously look for opportunities to improve processes/procedures in order to reduce risk and improve efficiency within department and company
0-5 years of experience
Consultative, solutions based sales aimed at Business of $2MM-$20MM annual revenue, formal credit analysis used to determine lending limits, and provide solutions for cash flow.
- Assigned sales goals through outside sales by making targeted prospect calls and effectively networking with centers of influence: CPAs, existing clients, commercial realtors, attorneys, and professional networking groups.
- Contributor to profitability by developing and managing new relationships through implementation of relationship sales process and providing customized lending and deposit solutions.
- Focus on Commercial Real Estate Lending, both Owner Occupied and Investment; SBA lending, and Lines of Credit up to $2.5MM
0-5 years of experience
Subject Matter Expert amongst the Bancorporation that involved Electronic Banking initiatives and issues, to include Internet/Online Banking, Social Media Mediums, Mobile Banking, etc.
- Coordinated with the Affiliate Compliance Managers the compliance function for assigned business lines through assisting with the development and monitoring of compliance programs within the larger compliance framework developed by corporate compliance.
- Managed the review of all advertisements to include social media, product forms, brochures, account disclosures, pricing schedules, and rate sheets.
- Assisted in providing a quarterly update to regulatory agencies such as the Office of the Comptroller of the Currency (OCC).
- Managed the relationship between Customer Channel Management (CCM) and the Bancorp's affiliates involving compliance related matters and new products.
- Managed projects coordinated with Senior Management, Legal Department, Product Development, Information Technology, and Business Analysts, specifically: Annual Privacy Notice Project, review of all new products, review of the Bancorp's Advertising Guide, etc.
- SharePoint site coordinator for the creation, development, and audit function for various Compliance disclosures.
0-5 years of experience
Marketed and sold bank's products and services, packaged credit facilities, sourced for and managed public sector funds, relationship management. Managed the Internally Generated Revenue (IGR) account for the state. Sourced for companies to remit their taxes and government levies through the bank.
- IGR account turnover was over N900m ($6m) monthly.
- Opened a local government account that had a monthly turnover of N25m ($0.17m).
- Opened two government agency accounts with a combined monthly turnover of about N35m ($0.23m).
- Brought in Advanced Payment Guarantees (APGs) valued at over N200m ($1.33m).
0-5 years of experience
Relationship Manager for portfolio of 200 clients with $40MM in assets.
- Offered personalized financial, investment and trust products and services to Non-Resident Aliens.
- Generated annual fee income and interest bank deposits in excess of $75,000.
- Consistently retained business portfolio relationships by providing quality account servicing. Resulted in numerous referrals, which generated asset gathering and investment fee revenues for bank.
- Traveled frequently to Mexico to enhance existing relationships and acquire new business.
10+ years of experience
Directly responsible for the administration of the Branch in accordance with the guidelines and objectives set by the Bank.
- Accountable for the attainment of the Branch's sales goals.
- Ensures that staff members provide continuous quality service to clients, Adhere to Bank policies and procedures and that the branch is operationally sound.
- Represents the bank in the community through involvement in various civic and charitable activities.
- Responsible for administrative functions including employee performance standards, coaching and professional growth.
- Investment and Life Insurance Sales
- Conduct FDIC Financial Literacy Classes within the Brentwood community.
6-10 years of experience
Supervises the day to day operations and maintenance of the central-site computer, network and peripheral equipment. This includes nightly mainframe production, time sensitive updates to entire enterprise and availability to all retail branches, supervision of manpower, hardware management and international application support. Acts as point of contact to provide command and control for all Data Center or Network Operations related issues.
- Interfaces w/ vendors to troubleshoot and resolve software/hardware problems.
- Maintains service level requirements w/ all client departments and business units.
- Reviews and coordinates all software/hardware/infrastructure changes relative to the daily operational activities.
- Insures effective utilization of all data processing resources.
- Daily report to entire enterprise on all aspects of file, system and network availability.
0-5 years of experience
Work with businesses that have up to 10 million in revenue.
- Close commercial deals up to 3 million dollars.
- Maintain a territory in northern Baltimore, which consists of 6 SunTrust branches.
- Develop Business Deposits as well as new commercial business for the 6 branches under me.
- Analyze and review SunTrust's commercial portfolios and select appropriate products for the customer.
6-10 years of experience
Establish and maintain relationships with international subcustodian and cash clearing banks.
- Cultivate relationships with local market regulators and other market participants.
- Conduct annual due diligence visits to international markets as part of the ongoing evaluation of agent performance and capabilities against service standards.
- Act as a point of escalation for multiple business units throughout the organization.
- Negotiate fees and resolve service-level issues with agent banks.
- Work with business units, subcustody and cash clearing banks to complete special projects increasing operational efficiencies and decrease costs.
- Provide technical and operational knowledge for responsible currencies and markets.
- Prepare internal and external market communications as necessary.
0-5 years of experience
Maintain full responsibility for developing, maintaining, and growing a base of affluent clients.
- Develop collaborative partnerships with centers of influence as well as other business lines within the bank.
- Play a key role in revenue growth, sales, and business development.
- Supervise and mentor the branch team in surpassing sales and service objectives.
- Represent the bank to the community.
0-5 years of experience
Had a set portfolio of 250 clients to maintain and service for the bank. This would consist of visiting all clients on a yearly basis and quarterly phone calls to those clients. It would include trying to expand the current relationship and getting referrals for new relationships.
- Calling 10 clients weekly in person for other business
- Utilizing call list from Sales Force to help track the clients
- Closing deposit accounts for personal and business purposes for clients
- Understanding loan packaging and what product is right
- Only sell what is needed, not a product pusher
- Training other bankers for position and role of banker
- Mentor program participant
6-10 years of experience
Responsible for all Layer 1-7 network connectivity, including installation and maintenance of a 12 site multistate Wide Area Network made up of MPLS and VPN connected sites. Vlan segmentation, VOIP integration, new branch LAN installation, and networking.
- Managed tapeless backup infrastructure for mission-critical systems and data
- PC purchasing and deployment
- Implemented WSUS for Windows and Office Patch management. Implemented Vipre Business for 3rd party patching.
- Active Directory, DNS, DHCP, DFS admin
- Responsible for ensuring network security by engaging in external and internal auditing and vulnerability remediation.
- Cisco Call Manager VOIP system deployment and administration.
- Minor graphic design work for advertisements, custom debit cards, and community involvement.
- Daily supervision and management over PC technicians. Responsible for training, mentoring, and performance appraisal.
0-5 years of experience
Managed department of 6 employees
- Maintained employee morale as department downsized
- Maintained Excel spreadsheet of charge off/recovery loan information
- Complete loan maintenance, payment corrections and other data entry
- Received "Operational Integration Special Star" for work on Test, Mock and Legal Bank
6-10 years of experience
Supervises the day to day operations and maintenance of the central-site computer, network and peripheral equipment. This includes nightly mainframe production, time sensitive updates to entire enterprise and availability to all retail branches, supervision of manpower, hardware management and international application support. Knowledgeable with most Windows office products.
- Interfaces w/ vendors to troubleshoot and resolve hardware problems.
- Acts as single focal point to provide command and control for any Data Center issues.
- Insures effective utilization of all data processing resources.
- Daily report to entire enterprise on all aspects of file, system and network availability.
0-5 years of experience
Manage business banking relationships comprised of businesses ranging from small to medium in size. Responsibilities include marketing bank products to existing and new customers, all aspects of approval of credit facilities, monitoring and collecting delinquent loans and overdrafts, and negotiating commercial banking fees.
- Manage a portfolio of $5.5MM in credit facilities, in addition to deposit products, for small to medium sized businesses.
- Effectively compose loan memorandums providing in-depth analysis of key business principals, financial trends, ratios, risk factors and mitigating circumstances, and addressing any provisions that are out of bank policy and justification.
- Effectively comply with all bank loan policies and all banking regulations.
- Actively initiate sales of credit and deposit products to new and existing customers through direct selling, community service contacts, cold calls, and use of the IMPAX sales system.
- Effectively monitor, identify and risk rate credits based on financial analysis and other factors that could affect the ability to repay.
- Collect on delinquent credits and overdrawn accounts, determine actions to remediate or exit the relationship, assist and advise qualified companies in restructuring A/R, A/P, credit facilities, and expenses to ensure success and to ultimately protect bank assets.
- When necessary, collect on credit facilities utilizing legal means, collection services, foreclosure, and repossession in addition to representing the bank in bankruptcy cases.
0-5 years of experience
Manage the daily operations of the Bank's check processing operations
- Perform user maintenance on Bank's core systems: JHA Silverlake and FIS ImageCentre
- Manage FIS ImageCentre application including yearly upgrades
- Document procedures and deliver checks and balances for crucial activities
- Assist Information Services in various projects
- Assist with the conversion activities of acquired institutions
0-5 years of experience
- Performed all underwriting functions for new and existing credit facilities for an approx. $400 million of small and middle market C&I and Energy related senior secured loan portfolio.
- Primary underwriting functions include but are not limited to: financial, cash flow, working capital, sensitivity, collateral, and repayment analysis, credit risk evaluation, loan agreement reporting and compliance.
- Regularly interacted with customers and prospects during underwriting process and maintained credit reporting and compliance to ensure ongoing portfolio performance and growth.
- Transitioned into portfolio management and business development role, managing a customer portfolio and actively calling on bank prospects, ahead of standard promotion schedule.
0-5 years of experience
Supervise staff in all operations and sales goals for the branch
- Assess needs to grow the goals of the branch for loans and deposits
- Insure proper controls are in place for security of the branch
- Provide proper training and feed back to staff in respect to their job functions and responsibilities
- Maintain branch compliance to policies and procedures to ensure quality audits are achieved
- Conduct weekly branch meetings regarding sales, performance,
- Counsel and manage staff concerning performance and annual reviews or written records of discussion for areas of needed improvement
- Perform teller/CSR duties as necessary to efficiently fulfill customers needs
0-5 years of experience
Opened new accounts
- Received checks and cash for deposit, verified amounts and endorsement
- Consolidate and balance daily transactions, using adding machine and computer
- Explained, promoted and sold bank products and services
0-5 years of experience
- In charge of managing a book of business of 1,400 high net worth Latin American client relationships.
- Investment analysis, portfolio management, and investment products sales.
- Provision of investment advice and brokerage services to clients, creating and managing multi-asset portfolios.
- Business development, client retention, and asset base growth, maintaining quality investment portfolios.
- Provision of comprehensive wealth management solutions and cross-selling bank products, while providing excellent customer service and following best AML and BSA practices.
- Consistently deliver advice-based solutions that simplify financial complexity to achieve the clients’ goals.
- Oversight of service standards and metrics to ensure they are met based on client banking needs and segmentation.
- Resolution of client inquiries regarding securities quotes, account balances, activity, documentation, statement information, and general product and/or service information.
6-10 years of experience
Oversee entire mortgage process including application, origination, underwriting and closing.
- Interview prospective loan applicants to determine up front eligibility and screen for approval.
- Ensure loan applicant provides required information and supporting documentation.
- Review loan applications and documents for accuracy and completeness.
- Negotiate terms of residential and commercial mortgage loans.
- Manage applicants expectations related to processing times, interest rates and closing dates
- Set up meetings with local home sellers, real estate professionals, lawyers and contractors to find prospective and referral loans.
- Hold small conferences and meetings to explain the variety of financial products and services available.
- Work with management to design plans to achieve sales goals, loan quotas and conference referrals.
- Maintain compliance with federal lending regulations and bank underwriting policies.
0-5 years of experience
- Develop a business plan to ensure growth within our existing customer base through relationship building. YTD closed $5,000,000 in new money
- Drive sales within my portfolio to achieve revenue targets. YTD closed $32,000,000 in new relationships
- Consistent referrals to other lines of business such as commercial lending, mortgages, and consumer lending
- Manage interactions and represent Corporate banking internally with assigned business partners
- Provide calling support and training to sales officers and store mangers
- Local face in the community through Not for Profit support, community events, and outreach
- Proficient knowledge of all Cash Management products and services
- Specialized in Corporate Commercial Clients, Not for Profits, and Government entities
- Responsible for communicating customer product and service requirements to Product Management team to help design and implement enhancements to existing products and develop new products, to ensure delivery of a high quality product and service to the customer base
- Maintaining strong awareness of credit, audit, compliance and regulatory requirements affecting my portfolio. Conduct regular quality assurance reviews to evaluate compliance with requirements and to identify potential gaps in policies, procedures and business processes