Bank Resume Sample Two

999 Main Street, Any Town, NY 99999
(999) 999-9999 mobile •

Thomas Wilson

  • Over ten years of profitable retail management experience.
  • Over ten years of compliance experience and successfully passing internal audits.
  • Outstanding team building, coaching and leadership abilities with staff and peers.
  • Ability to surpass sales expectations with a proven track record and Integrity.


ABC Inc, Any Town, NY June 2007- November 2008
Account Executive

  • Prospecting new potential clients on a daily basis.
  • Raise capital for Initial Public Offerings, Secondary Offerings and Private Placements.
  • Working efficiently with clients and establish relationships based on trust to set up short term and long term investment strategies.
  • Provide professional advice and keep clients up to date with their investments and current market conditions.
  • Educating clients on different investment strategies in relation to market conditions.

XYZ Corp, Any Town, NY April 2006 – November 2006
Customer Service Representative

  • Troubleshoot complex research issues for customer service associates.
  • Manage high volume of inbound calls.
  • Sell Bank products and services.
  • Process fulfillment letters.
  • Provide Backup support for the sale and service department.
  • Assist customers with setting up online accounts and how it can benefit them.

BCD Inc, Any Town, NY April 2005 – January 2006
Consumer Banking

  • Over $25,000 cash handling experience.
  • Bilingual Customer service.
  • Multitasking.
  • Team work experience.


University of Michigan, Ann Arbor
Major: Psychology. Bachelor of Arts awarded May 2004

New York University
Courses Completed: Creating Customer Loyalty, Leadership and Team building, Successful Store Operations and Loss Prevention, Diversity, Ethics.

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