Personal Banker Resume Sample Two

999 Main Street, Any Town, NY 99999

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.


Brown University
April 2010

New York University
B.S. in Organizational Management
April 2007

Rockefeller University
B.S. Biology, Minor-Business Candidate


References are available upon request.

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