999 Main Street
Any Town, NY
Home Phone: 999-999-9999 and Cell Phone: 999-999-9999
- To that my employer and business affiliates, and our customers that come in contact with me are satisfied with my services.
- A person with an insight towards a customer service related work environment, with the ability to recognize and solve problems with his good analytical financial and people skills.
- Possesses the ability to be resourceful and adapt to any work environment which changes with the need of the client.
- Has an extensive knowledge of computer applications in the work place and is able to work with most.
- A person who is flexible and adaptable, able to get along with different types of personalities within the work environment.
ABC Inc., Licensed Banker, 999 Main Street, Any Town, NY 99999
(Jan 2007 – Sep 2009)
- Analyze customer relationships relative to their financial needs, recommend products and services and sell solutions that will meet those needs.
- Generate business through customer profiling, cross-selling, & telemarketing within the .
- Provide customers with a clear understanding of all technical aspects and benefits of products and services offered.
- Meet licensed banker sales goals as assigned.
XYZ Corp., Personal Banker, 999 Main Street, Any Town, NY 99999
(Nov 2005 – Mar 2006)
- Maximize the depth and profitability of the customer’s relationship by partnering with sales specialists in Lending, Investments and other product areas to ensure an outstanding customer experience.
- Acquire, retain, and expand customer relationships.
- Proactively meet with customers face to face and over the phone to discover their financial needs and provide product and service recommendations.
BCD Inc., Banker II, 999 Main Street, Any Town, NY 99999
(Feb 2005 – Nov 2005)
- Responsible for a variety of sales and customer service functions related to business and personal banking services and products. Developing relationships and providing high quality of customer service.
- Exceeded quarterly goals by 35%
- my individual goals by 135% in core deposits and loans.
- High School Diploma, New York High School