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Business Banker Resume Samples
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0-5 years of experience
Responsible for seeking opportunities to develop customer relationships and selling bank products to potential customers.
- Met and exceeded annual sales goals, top 10 performer in the Northeast, awarded Small Business Advocate for work with local small businesses and various other vendors.
- Resolved a variety of complex client issues and reconstruction of accounts to maintain customer relationships efficiently.
- Conducted audits within branch to ensure compliance with all risk management policies.
- Analyzed individual and wholesale clients to enhance customer relationship and meet individual needs.
- Managed accounts in excess of $1.5 million in annual revenue, including lending in excess of $500,000.
- Managed team of 4 personal bankers tasked with community and small business outreach, resulting in a 33% in small business acquisition over previous year for office.
0-5 years of experience
Responsible for business clientele at five branches, including business retention and development, relationship management, credit,
money management, and technology leveraging. Established referral sources with centers of influence through targeted networking and relationship building.
- Booked $1 million in business loans and 60 demand deposit accounts from January to October 2013.
- Managed and grew book of business by 50% to 150 high value business clients with annual sales of $1 to $5 million.
- Surpassed annual sales goal of $100,000 in treasury management products in just four months.
- Delivered exceptional customer service, contributing to Sigma Six certification at two branches.
- Recognized consistently with Spotlight Awards from peers and managers to highlight dedication and performance.
- Developed strategic plan for business clients at 124 newly acquired branches transitioning from traditional to universal branches,
0-5 years of experience
Grew business customer deposits by approximately 30% the first quarter.
- Consistently generated an average of 125% of loan goals.
- Actively promoted and sold bank products and services with a focus on building new and maintaining existing business relationships, resulted in an increased customer base.
- Relentlessly maintained a robust database of prospects through cold calling, networking with business owners, and working closely with internal departments, resulting in achieved set goals.
- Accurately analyzed customer financial information and recommended products to best serve customer and company’s needs.
- Achieved district Top Banker award in 2008.
- Attained 215% of loan goal in second quarter of 2008.
- Engaged customers to gain understanding of customer needs and identify cross sell opportunities that increased company’s profitability.
0-5 years of experience
A business banking and portfolio manager meeting the credit, lending and depository needs of business clients which range from $1.0MM to $15.0MM in annual revenue. Responsible for commercial real estate, lines of credit and C and I lending up to $5.0MM.
- Managed existing portfolio of 57 business banking clients while expanding portfolio by 20% each year.
- Created business partnerships with local and regional CPA firms, law firms and banking partners to increase referral network.
- Facilitated the sales process by including strategic partners, such as treasury management, investment, leasing, merchant services and commercial card services
6-10 years of experience
Develop business relationships with affluent clients. Recommend banking products and private banking deposit. Collaborate with partners regarding development and implementation of cross-selling initiatives. Build strong rapport with both potential and existing clients. Assisted walk-in banking customers with financial transactions. Educate customers on the benefits of new products and account programs. I recently received the roll of “Manager on Duty” due to my leadership skills and also for my high performance in Sales. Known as team captain among my peers as I advise them in product knowledge.
- Recognized as Top Banker in Performance
- Increased sales potential by formulating suggestions to place current promotions and offers at each teller station to have the materials readily available to present to clients when approach
- Consistently exceeded monthly sales goals while providing the highest level of customers service
- Won Top 10% Sales Banker award in the nation ( National Achiever)
- Received various letters of recognition by customers and colleges
0-5 years of experience
Partner effectively with the branch network and other key partners to ensure the achievement of business banking performance metrics and to grow the branch P and L. Improve performance level and business-specific measures for B1 branches.
- Improve client retention and increase book of business revenue growth by 20%
- Coach and develop staff members on all aspects of successful new customer acquisition, relationship management through deepening and retention of Premier clients.
- Mentored 10 bankers, some of whom were promoted based on individual performance.
- Provide on-going training to tellers, personal bankers and small business specialist.
- Effectively acquired, managed and grew profitable account relationships with an extensive percentage of moderately complex and medium sized business customers that have annual gross sales of generally more than $2MM and less than $20MM
- Fully support and adhere to the firm’s audit and compliance policies and procedures to minimize our regulatory and financial risk; including communicating and upholding the protocols for new account documentation.
0-5 years of experience
Implemented new sales tactic focusing on professional’s that increased DDA non-interest deposits to 175% of goal.
- Sourced commercial loans through COI’s and other networking events.
- Focused on loan production, deposit growth and sales of non-credit fee-based products.
- Responsible for loan production for loans up to $1.5MM.
- Achieved bank growth and profitability goals by effectively designing, implementing and leading the branch’s marketing and business development plan.
- Coached branch staff to increase sales and provide high quality customer service to customers.
- Created workforce stability by cultivating an engaged, enthusiastic, and well-coached team.
6-10 years of experience
Report directly to Regional President. Total financial oversight for a $42M bank providing expert commercial and retail services to a diverse clientele. Responsible for building commercial customer base through community outreach and relationship building.
- Utilized industry research and reports to develop the knowledge base necessary allowing me to specialize in banking medical and legal practices which produced deeply profitable financial relationships
- Reduced risk and created efficiencies for commercial customers using a Cash Optimization Review process
- Credit collections and loan loss metrics exceeded through monitoring and effective discussions with internal partners and external customers
- Mentored junior managers at smaller locations to help build bench strength and add to regional success
- Achieved highest associate engagement scores within the area
0-5 years of experience
Implemented new sales tactics focusing on professional’s that increased DDA non-interest deposits to 1.2MM.
- Sourced commercial loans through COI’s and other networking events.
- Focused on loan production, deposit growth and sales of non-credit fee-based products.
- Responsible for loan production for loans up to $1.5MM.
- Achieved bank growth and profitability goals by effectively designing, implementing and leading the branch’s marketing and business development plan.
- Coached branch staff to increase sales and provide high quality customer service to customers.
- Created workforce stability by cultivating an engaged, enthusiastic, and well-coached team.
0-5 years of experience
Grew local referral bases by 40% in first quarter via calling and face to face visits
- Designed and executed local client events with minimum of 20 in attendance
- Sourced and sold credit, deposit, and related solutions to clients and prospects
- Ranked top in sales region in referrals to sales partner vendors
0-5 years of experience
Grow, retain and expand portfolio of 550 existing small business banking customer consisting of various products, including deposits, credit and investment vehicles.
- Developed an aggressive business development plan designed to maximize customer acquisition while focusing on deposit, credit and cash management products.
- Developed/managed a relationship plan for each customer by recommending products/solutions resulting in trusted advisor status.
- Analyzed financial statements/tax returns to recommend appropriate supportable loan amounts for customer seeking business financing.
- Recommended advanced treasury service solutions, including remote deposit capture, cash concentration and lockbox services where appropriate to streamline client’s cash operating cycles.
0-5 years of experience
Meet the needs and expectations of clients by servicing, promoting, and selling the Bank’s products and services, increasing deposits, and free income, reducing expenses, maintaining, and expanding superior client relations.
- Developed working relationships with business owners in revenue size of $10M
- Accomplished both team and individual goals
- Supported the Marketing team with meet and greets at Sponsored events
- Perform other functions as required for the sound operations of the bank
0-5 years of experience
- Finished in the top 30 in the country in booked loans in the 4th quarter 2010 and led my team in lending 2011
- Managed client accounts and deepened relationships by selling cash management products and lending
- Analyzed business tax returns and financial statements to ensure loan packages met underwriting guidelines
- Prospected for new clients via networking events and business directories
- Developed centers of influence to assist in account acquisition and lending
0-5 years of experience
- Oversee $2M in revenue for all business banking activities at a retail [company name] location.
- Generated sales leads, met with hundreds of small business owners and secured 150+ new business banking relationships with local small businesses.
- Trained six person staff in identifying potential business customers and compiling it for sales calls.
- Prepared and presented presentations to various community groups on topics related to personal banking, financial literacy, and student loans; developed leads for customer acquisition.
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Business 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.
