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Senior Banker Resume Samples
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10+ years of experience
Develop and cultivate flourishing business relationships with affluent client base. Conceptualize strategic financial plans based on results of needs assessments. Recommend community banking products, private bank deposits and consumer credit solutions. Prepare loan packages for review and loan underwriting. Collaborating with partners regarding development and implementation of cross-selling initiatives.
- Recognized as top performer in partner referrals
- Produced 40% of branch loan volume
- Consistently exceeding quarterly sales goals while maintaining a high level of customer service.
6-10 years of experience
Perform collateral valuation and credit analyses to determine credit worthiness
- Sell and promote a variety of investment and residential mortgage products to clients
- Create needs-based optimization strategies for consumer and small business
- Generate net worth growth opportunities by uncovering needs for wealthy individuals
- Supervised and closed over $5mm in total private wealth deals and $4mm in mortgage sales YTD
- Ranked among the top 3% of all BMO Harris bankers
- Top personal banker in revenue generation for the Chicago Region in FY2013
- Given the highest possible performance rating of “Outstanding” in 2013 by upper management
0-5 years of experience
- Supervised teller staff and trained employees in bank policies, procedures, and support systems
- Ensured branch compliance with legal and federal regulatory requirements
- Managed branch cash reserves of $500,000
- Achieved accolades in customer relations and resolved complex customer issues
- Sales leader, district top ten continuously
- Licensed, term life insurance and fixed annuity sales
6-10 years of experience
Selected by superiors for leadership group focused on developing future management.
- Chosen for communications council which leads a monthly call for the district.
- Leading and maintaining sales such as credit cards, checking accounts, credit lines, home equity lines and refinances.
- Leader in the branch responsible for training and coaching new bankers.
- Led branch in embracing Gallup initiative.
- Skilled at solving and troubleshooting customer account issues and problem resolution.
- Ensured audit compliance on all federal and state policies and regulations.
0-5 years of experience
Opened accounts, handled teller transactions
- Sold/cross-sold bank products and services and referred customers to other appropriate departments
- Resolved complex customer service issues, maintained BLAST leads through Excel Spreadsheets
- Balanced ATM and maintained appropriate paperwork for audits and truncation
- Calculated employees hours and pay for branch manager
- Constantly handled confidential customer information and concerns
0-5 years of experience
- Helping customers with their daily banking needs.
- Opening and closing accounts.
- Preforming account maintenance
- Making sure every transaction complies with operations.
- Taking deposits from customers and businesses averaging from $1.00-$20,000
- Balancing draws and vaults
0-5 years of experience
- Open new accounts and assist customers in completing necessary applications and forms
- Assist customers in selecting the appropriate service/product based on their individual needs
- Cross-sell appropriate products and services, assuring customer satisfaction and achieving branch sales goals
- Sell and cross-sell retail credit and loan product.
- Accept, process and close loan with customer, including Mortgages and Home Equity Lines of Credit.
- Assist in approving checks for cashing or signing official checks
- As part of the management team, work daily to detect fraudulent and suspicious activities.
0-5 years of experience
- Responsible for managing high valued client portfolios, offering services that cater to their specific financial needs.
- Licensed to provide life insurance products to prospective clients.
- Certified to work with small to medium sized business clients.
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Senior Banker
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.
