999 Main Street, Any Town, NY 99999
Phone: (999) 999-9999
ABC Inc, Any Town, NY April 2007 – June 2010
Personal Banker and Investment Rep
- 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
- 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 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.
- customers up to date with new financial options and special offers.
Education & Licenses
BA Economics, University of Florida, May 2001
Fluent in MS Office
Fluent in Spanish
References furnished upon request.