999-99-9999
999 Main Street, Any Town, NY 99999
email@yahoo.com
Ricky Lucas
Professional Experience
ABC Inc. Any Town, NY
October 2009 to present
Personal Banker
- Provided sound advice that influenced clients to utilize a full array of bank products.
- Met 100% of monthly sales goals.
- Planned and executed multiple client meetings every day.
XYZ Corp. Any Town, NY
November 2006 to October 2009
Personal Banker
- Open new accounts, interviews and process mortgage loan and credit line applications.
- Worked closely with Merchant Services, Payroll, and Financial Advisors to ensure customers financial needs are met.
- Monitored daily and weekly relationship reports to ensure individual and Banking Center goals are achieved.
- Coaches tellers to effectively identify referral opportunities on new products, services and promotions.
- Maintained a successful sales track in the retail banking environment by providing outstanding customer service and exceptional knowledge of financial needs.
- Utilizes note taking tools for cross selling opportunities.
- Makes out bound calls to generate sales and to inquire customer’s needs and concerns.
BCD Inc. Any Town, NY
October 2005 to November 2006
Personal Banker
- Organized daily activities to proactively target mass market.
- Assisted Relationship Manager with current and potential affluent customers to discuss their finances.
- Focused on acquisition of client’s total liquid and invest able assets.
- Worked with Financial Advisor selling investments and creating diversified portfolios.
- Assisted individuals with credit counseling to build or repair credit.
- Opened deposit products and cds.
Education
Brown University
M.B.A.
April 2010
New York University
B.S. in Organizational Management
April 2007
Rockefeller University
B.S. Biology, Minor-Business Candidate
Transferred
References
References are available upon request.
Click to download the Personal Banker Resume Sample Two in PDF.
Related Resumes
- Assistant Bank Manager Resume Sample One
- Assistant Bank Manager Resume Sample Two
- Assistant Bank Manager Resume Sample Three
- Bank Resume Sample One
- Bank Resume Sample Two
- Bank Resume Sample Three
- Bank Administrator Resume Sample One
- Bank Administrator Resume Sample Two
- Bank Administrator Resume Sample Three
- Bank Branch Manager Resume Sample One
- Bank Branch Manager Resume Sample Two
- Bank Branch Manager Resume Sample Three
- Bank Customer Service Resume Sample One
- Bank Customer Service Resume Sample Two
- Bank Customer Service Resume Sample Three
- Bank Manager Resume Sample One
- Bank Manager Resume Sample Two
- Bank Manager Resume Sample Three
- Bank Teller Resume Sample One
- Bank Teller Resume Sample Two
- Bank Teller Resume Sample Three
- Bank Treasurer Resume Sample One
- Bank Treasurer Resume Sample Two
- Bank Treasurer Resume Sample Three
- Banker Resume Sample One
- Banker Resume Sample Two
- Banker Resume Sample Three
- Banking Business Analyst Resume Sample One
- Banking Business Analyst Resume Sample Two
- Banking Business Analyst Resume Sample Three
- Escrow Assistant Resume Sample One
- Escrow Assistant Resume Sample Two
- Escrow Assistant Resume Sample Three
- Investment Banker Resume Sample One
- Investment Banker Resume Sample Two
- Investment Banker Resume Sample Three
- Investment Banking Resume Sample One
- Investment Banking Resume Sample Two
- Investment Banking Resume Sample Three
- Loan Officer Resume Sample One
- Loan Officer Resume Sample Two
- Loan Officer Resume Sample Three
- Loan Processor Resume Sample One
- Loan Processor Resume Sample Two
- Loan Processor Resume Sample Three
- Mortgage Loan Processor Resume Sample One
- Mortgage Loan Processor Resume Sample Two
- Mortgage Loan Processor Resume Sample Three
- Personal Banker Resume Sample One
- Personal Banker Resume Sample Two
- Personal Banker Resume Sample Three
- Underwriter Resume Sample One
- Underwriter Resume Sample Two
- Underwriter Resume Sample Three
- Underwriter Assistant Resume Sample One
- Underwriter Assistant Resume Sample Two
- Underwriter Assistant Resume Sample Three
- Universal Banker Resume Sample One
- Universal Banker Resume Sample Two
- Universal Banker Resume Sample Three