- Featured in:
-
High Quality
The best examples from thousands of real-world resumes
Expert Approved
Handpicked by resume experts based on rigorous standards
Diverse Examples
Tailored for various backgrounds and experience levels
Personal Banking Officer Resume Samples
Filter:
No results found
Candidate Info
6
years in workforce
6
years at this job
BA
Art History
Financial Specialist & Personal Banking Officer
Developed and cultivated successful financial relationships with current and new clients by astute assessment of banking, loan and investment needs
- Consistently exceeded established deposit, loan and referral goals
- Developed sales strategies through retention, acquisition and expansion of existing and new client relationships
- Optimized client relationships by providing superior levels of service
- Successfully referred business to Mortgage, Investments and Business Banking units to assist branch in attaining goals
Candidate Info
4
years in workforce
2
years at this job
BS
Marketing & Finance
Personal Banking Officer
- Ranked #1 in total sales for Milwaukee metro market for 8 consecutive months from March 2011 - November 2011.
- Lead monthly banker meetings focusing on bank operational updates and crossing selling opportunities.
- Generated new business by cross selling personalized banking products, services suited to various financial
- Actively participated in outbound sales calls to customers and prospects through daily outbound call sessions.
- Provided accurate transaction information for client's accounts, answered complex loan questions for high net worth
Candidate Info
10
years in workforce
3
years at this job
AA
Business
Personal Banking Officer II
- Named Personal Banking Officer by Frost Board of Directors
- On pace to achieve Circle of Excellence for 2016 and currently ranked 3rd in Houston Region
- Achieved Statewide Circle of Excellence for retail sales in 2015
- Assist clients with opening of new accounts, loans, and performed account maintenance
- Communicated potential client leads with other lines of business.
- Performed routine client portfolio calls to ensure high level of customer service.
Candidate Info
5
years in workforce
3
years at this job
BS
Archaeology
MA
Finance
Personal Banking Officer
- Educate new and existing customers about the features and benefits of [company name] consumer and commercial products
- Open and close accounts and perform account maintenance functions
- Additional responsibilities include processing check orders, troubleshoot and issuing debit cards, and processing teller transactions in a back-up capacity
- Active participate in sales initiatives and specialized phone queues
- Mortgage and consumer loan origination