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Bank Officer Resume Samples
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0-5 years of experience
Proactively met with over 4,000 clients to analyze their income, expenses, insurance, financial objectives, and other information to create and recommend a financial plan.
- Designated to coach, train and support team of 5 bankers, and assigned as district mentor for 16 incoming bankers.
- Lead weekly assessment meetings for 20 branch personnel. Assist auditors as required.
- Coordinated bi-weekly new hire orientation sessions for 250-300 employees with major companies such as Exxon Mobil.
- Maintained Life & Health (expired), Series 6 (expired) and Series 63 (expired) licenses.
- Generated over $15M in new client relationship and asset growth, recognized as a district leader in 2009.
- Created an original and effective debit card presentation script that was utilized in the district by over 85 bankers in 2008.
0-5 years of experience
Increased branch core balance from $34 Million to $46 Million
- Managed a sales team of 9 employees to bank’s highest cross-sell ratio
- Served as a Business Development Officer for the district (6 offices)
- Managed a Conversion Specialist team during the merger
- Received the annual “Legendary Customer Service” award
0-5 years of experience
- Compiled and analyzed monthly, quarterly, and annual financial reports for store network of 500+ locations. Investigated and resolved budget variances
- Developed numerous financial controls to evaluate and report on expense accounts
- Collected historical data and prepared reports to develop actual expense trends, expense forecast, and action items for department managers
- Prepared cost analyses for items including hours of operation, equipment/capital purchases, and promotional items
- Facilitated budget process for expanding store network meeting deadlines and financial objectives, formulated budgets for various non-controllable expenses, and created De Novo templates for new stores/markets
- Played integral role in developing methods to monitor store staffing needs (6000+ positions) and forecasted future requirements
- Booked and reconciled monthly accruals
- Detailed knowledge of various store network expense accounts and store products
0-5 years of experience
Functioned as direct supervisor over Customer Service Representatives and Tellers
- Engaged in business development and customer relationship activities within the branch market
- Oversaw daily operation of branch to ensure standard operation procedures were followed
- Interviewed, hired, and trained employees
- Responsible for overall branch security and adherence to policies
- Exercised discretion and judgment in the performance of other essential job functions
0-5 years of experience
- Managed a staff of 21 to become the leading branch in Retail Sales in the Philadelphia Marketplace.
- Received the Retail Financial Services award for Leadership in May 2000
- Mellon Bank was acquired by Citizens Bank in July 2002
0-5 years of experience
Field Examiner, Field Examiner Unit/ Leveraged Finance
- Auditing companies: primarily manufacturing and distribution firms with multiple locations and sales of $7mm-100mm
- Involved in prospect surveys evaluating the financial, managerial, and operational capabilities of companies seeking financing
- Performing in-depth examinations for existing accounts including analysis of: A/R, A/P, inventory, cash, and financials
- Preparing written commentary and detailed reports that include strengths and weaknesses of client company for review by portfolio manager
10+ years of experience
Managed and led the research and implementation of major initiatives defined by Senior Management.
- Developed training packages and was responsible for training staff.
- I managed credit analyst and the staff responsible for credit card line increases and reinstatement in adherence to Fair Lending regulations.
- Assigned $50,000 (unsecured) lending authority, in addition to override authority.
- Assisted in strategic plan developments, coordination and evaluation of internal and external client requirements and provided internal customer consulting.
- I responded to internal and external audit reports.
- I was the designated Customer Service Liaison, responsible for interaction with the Collection, Risk Management and Legal Department.
6-10 years of experience
Messaging Administrator/Architect -Novell GroupWise 5,6, 7, MS Exchange 2010, Blackberry 4/5, SMTP/POP/SOAP/IMAP/MAPI application integration. EMC SourceOne, CA Message Manager E-mail compliance/archival systems (SEC/NASD/FINRA/HIPPA/SOX compliant), Lyris ListManager bulk message systems, Cisco Ironport email encryption appliances.
- Troubleshooting advanced message routing issues using Ironport trace and MS Forefront for Exchange email utilities.
- Blackberry advanced design and administration. Daily duties include provisioning devices, policy management, device testing, security updates, and high level application/device support.
- Provide technical specifications and requirements for major projects including servers, databases, network, and storage.
- Disaster recovery plan architect (LDRPS) for multiple high risk applications for the bank.
- Network Services Administrator Senior Analyst – Novell Netware, Novell eDirectory, MS Active Directory, SLP, DNS, TCPIP, Novell Client, and Novell ZenWorks workstation/server.
- Workstation/Printer Administrator Level II Analyst – Novell Netware, MS Active Directory, Citrix application development and support, Auto-it PC/server login scripting, software/update deployments, PC/Server imaging.
0-5 years of experience
Conduct analysis and help in the decision making of new corporate loans, most of which are guaranteed through the U.S. Small Business Administration program or USDA. Complete full write up and present to the Directors’ Loan Committee weekly. Upon committee approval; help in packaging the loan to be approved by SBA or USDA
- Review and grade current loans and present monthly to the Asset Classification Committee
- Participate in the weekly Delinquency & Collection Committee meeting
- Supervise a mortgage participation program with Gateway Bank with up to $25 million in investments
- Community Reinvestment Act Officer
- Supervise teller staff and branch operations
10+ years of experience
- Led a team of 15 – 20 customer service representatives in assisting customers in 14 states in a fast-paced, high-volume call center.
- Directed, planned, supervised, coached and evaluated the work of assigned staff. Coordinated workflow to achieve
- Recognized for solid customer satisfaction, earning in latter two years an average team score of 6.45 out of 7.0, as sampled by the Gallup Organization.
- Educated and coached to sales behaviors, influencing successful results.
- Provided training and coaching support to 45 – 50 newly hired representatives in five classes as New Hire Team Leader for a period of nine months. This was in addition to responsibilities for a more tenured team.
- Provided seamless transitions for representatives and customer base, as point of contact for Wachovia/First Union merger and the People’s Bank of Westchester acquisition.
- Engaged in quality initiatives for Wachovia Direct Access, representing the site as a key member of the quality task force. Collaboratively authored Retail Service standardized call guidelines and customer experience observation form.
- Represented call center as subject matter expert on loan/lease car, quality task force, career pay and progression (incentive), and sales and service client partnership meetings and projects.
- Coordinated rewards and recognition for site associates.
- Interviewed candidates for open positions.
6-10 years of experience
Provide all service support and exceptional customer service for complex and highly profitable Domestic Treasury, Corporate Investment Banking, and select Wholesale Banking clients in a call center environment. Provide coaching and mentoring to less tenured teammates.
- Proactively service and resolve corporate customer issues without supervision to include customer research inquiries, account maintenance, wire transfers for primary relationships and/or when covering for peers.
- Handle escalated calls and provide direction and guidance to support peers with client issues, serve as contact point in leader absence.
- Analyzes reason client’s account(s) are overdrawn, consults with Client and Credit Manager for optimal decisions.
- Support scheduling, coordinating and/or monitoring of activities/reports.
- Serve as classroom coach for new hire training and may provide support with up-training activities.
- Establish and maintain constructive and cooperative working relationships with peers, internal partners and clients.
0-5 years of experience
Increased relationship with new and existing customers through profiling
- Made outbound calls to existing and potential customers cross selling loans (auto, mortgage, and business)and investment options
- Visited local businesses to develop a stronger financial relationship in the community
- Strengthened relationships with internal partners
- Performed account maintenance
6-10 years of experience
Manage sales of bank products, new business, operations, customer service, and teller productivity
- Supervise, train, and coach employees
- Increase business through networking and building new client relationships
- Maximized customer satisfaction with quality service
0-5 years of experience
Recommended and sold financial products and strategies to branch clientele to include investment, insurance, lending, and banking products using relationship selling techniques
- Analyze branch sales position, and implement sales activities to meet those objectives
- Organize and conduct branch sales meetings
- Administer training programs for sales techniques and computer systems
- Implement investment and banking laws and regulations
- Update and maintain corporate database
0-5 years of experience
Management of bank personnel
- Daily operations
- Responsible for eleven million consumer loan portfolio
- Collection activity
- Originated commercial, consumer, mortgage and SBA loans
- Security training of employees
- Maintain security of main office as well as two other branches
0-5 years of experience
Provide financial expertise in matters concerning fixed income securities, US bonds, equities & options. Advise organizations regarding investments and financial planning.
- Provide commercial & private banking and lending services to high net worth customers.
- Execution of various financial transactions including wire transfers and FX exchange.
- Responsible for customer relationship management and over whole portfolio oversight.
- Industry exposure: not-for-profit, business services, industrial manufacturing, real estate.
0-5 years of experience
- Final approval authority for deposits, payments and loan disbursements.
- Streamlined procedures for processing letters of credit by determining the language required, setting up templates and assisting in the design and development of new systems to promote timely processing. Eliminated unnecessary data entry and improved processing time of the daily workflow.
- Increased profitability by ensuring that clients received unparalleled customer service. The responsiveness and attention to detail received by customers enabled them to feel comfortable and confident in the management of their accounts.
- Provided management oversight of representatives including in-depth training to enhance representative understanding and performance. Increased productivity through continual training and support.
- Evaluated proposals and agreements to determine and resolve operational difficulties prior to implementation. New facilities were put in place with greater ease and initial transactions were processed smoothly.
- Reconciled facility information and balanced accounts to provide necessary balances for upcoming transactions to clients, consultants and internal departments enabling customers and marketing officers to identify needs and expand business opportunities.
- Reviewed transport documents and drawdown requests. Authorized payments in accordance with international trade guidelines.
- Resolved customer and operational issues through regular proactive communication with external consultants and Bank Loan/Marketing Officers. Encouraged positive resolutions and improved customer satisfaction.
- Prepared credit proposals to accommodate new transactions without delay to promote business development and profit.
0-5 years of experience
Manages branch operations and budget
- Trains staff on banking products, services and procedures
- Maintains customer base through positive banking experience by educating customers with product and service information
- Schedules telemarketing
- Organizes staff meetings
0-5 years of experience
Ability to work timely and effectively to ensure compliance with all policies, procedures and federal regulations.
- Maintains a proactive inquisitiveness of AML trend and techniques that allows for a greater thoroughness when conducting case investigations.
- Working knowledge of the Bank’s internal AML monitoring system and case management tools.
- Exhibits a strong ability to identify potential risks associated with money laundering and other financial crimes. Escalates concerns promptly to management’s attention.
- Demonstrates strong research and deductive reasoning skills as well as the use of sound discretion to effectively gather data and facts to support sound case decisions.
- Evaluates, gathers supporting documentation and prepares SAR’s for submission.
- Ability to interact with all levels of management.
- Strong interpersonal, written and verbal communication skills.
- Self motivated and works independently with minimal supervision.
- Develops strong relationships with peers and senior managers and demonstrates commitment and accountability.
0-5 years of experience
Update Daily Reports & Activities/ Write Reports
- Observe /Oversee Safety of Staff & Customers
- Monitor for Electronic Theft Devices
- Ensure Building is Secure for Opening & Closing Staff
10+ years of experience
Manage bank staff
- Make the weekly schedule
- Meet sales goals
- Customer service
- Attend and hold monthly meetings
- Branch operations
- Work with monthly and daily Bank operations
- Train new employees
- Cash Handling
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Bank Officer
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
