999 Main Street, Any Town, NY 99999
Phone: (999) 999-9999
Email: email@gmail.com
Kenneth Moore
Experience
ABC Inc, Any Town, NY April 2007 – June 2010
Personal Banker and Investment Rep
- Met and exceeded sales goals.
- Surpassed investment goals each year.
- Received a rating of above expectations.
- Received customer service award.
XYZ Corp, Any Town, NY November 2003 – December 2006
Investment Banker
- Involved in acquiring and retaining new and existing consumer and business relationships.
- Proactively met customers face to face and over the phone to discover needs and provide recommendations around bank and investment products.
- Involved in bringing business from outside by partnering up with centers of influence in the community.
- Positively contributed to the branch’s P&L by bringing in new funds and by preventing attrition and account closeouts.
- Managed and coached a team of 9 tellers around bank products to boost teller referral ratio.
BCD Inc, Any Town, NY December 2002 – November 2003
Financial Specialist, Personal Banker, Investment Coordinator
- Licensed to handle the sale and management of whole and term life insurance accounts, annuities, and wealth transfers.
- Coordinate financial planning for customers – CD’s, IRA’s, second mortgages.
- Assist customers with finding the best financial solution to suit their individual needs.
- Keep customers up to date with new financial options and special offers.
Education & Licenses
BA Economics, University of Florida, May 2001
Skills
Fluent in MS Office
Fluent in Spanish
References furnished upon request.
Click to download the Investment Banker Resume Sample Two in PDF.
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