Banker Resume Sample Three

999 Main Street
Any Town, NY
(999) 999-9999
email@gmail.com

Paul Smith


SUMMARY OF QUALIFICATIONS & ACCOMPLISHMENTS:

  • Excel at finding new ways to generate leads and proactively work prospects all the way through closing.
  • Proven ability to work independently and interact effectively with clients and staff at all levels
  • Tenacious sales achiever.
  • History of consistently rising to new challenges.

Professional Experience

ABC INC* Personal Banker * Any Town, NY Nov. 2009-Present

  • I am responsible for assisting customers to gain a financial success by educating them about their account.
  • Assisting with loans and lines of credit as well as other products offered by the banking institution while providing.
  • Exceptional customer service.

XYZ CORP*Personal Banker *Any Town, NY Feb. 2007-Oct. 2009

  • Efficiently analyzed complex customer financial data and offered effective financial solutions.
  • Served a client base of over 300 clients.
  • Increased sales volume and cross-sell opportunities by partnering with investment consultants and home mortgage representatives.
  • Improved branch sales by resourcefully coaching the teller team.

BCD Inc.* Banker *Any Town, NY Jan. 2003-Jan.2007

  • Opening accounts.
  • Performing account maintenance.
  • Selling bank products.
  • Achieving branch financial goals.
  • Making banker baseline goal.
  • Cross selling.
  • Ensuring that all employees do mandatory compliance training.

Education

  • M.B.A. University of North Carolina, Chapel Hill
  • B.A. Ohio State University, Columbus
  • A.A. University of Arizona

Computer Skills

  • MS Outlook, MS Word, MS PowerPoint, MS Excel, Sales Force, Clientele.

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