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Banking Consultant Resume Samples
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0-5 years of experience
- Achieved or exceeded challenging personal sales goals for the past 3 consecutive quarters.
- Effectively handle customer transactions, balance daily cash, ATM and vault inventory with a 0% error rate.
- Proficiently research and resolve customer concerns regarding personal savings, checking, and loans.
- Comply with all operational, security, and control policies and procedures.
0-5 years of experience
- Responsible for new business development and existing client coverage and support.
- Underwrote and obtained credit approval for multi-million dollar real estate and corporate loans for condominium and mixed use construction.
- Monitored problematic loan in the oil and gas sector which required sovereign analysis.
- Managed a multi-million dollar loan portfolio of real estate, corporate, oil and gas and energy loans.
- Performed credit analysis, marketing and relationship management functions with customers and financial institutions for direct and syndicated loans.
- Prepared comprehensive credit approval applications, memoranda and detailed analysis for new loan proposals and annual reviews.
- Co-wrote credit policy and procedures manual for New York Branch.
- Negotiated and drafted legal documentation.
0-5 years of experience
Providing customers, through telephone counseling Popular products and services, providing service on balances, transactions, applications for cards, payments to businesses, among others.
- Ensure retention and growth of the customer base. Analyze the needs of service and customer complaints.
- Evaluate alternatives and make decisions to resolve you immediately to the customer.
- Promote cross-selling of financial products and services.
- Fulfill the assigned work schedule and measurement requirements set by the unit.
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Banking Consultant
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.
