Personal Banker Resume Sample
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Michelle Smith
Personal Banker
California
Skills
Experienced personal banker with a successful career in insurance, mortagge, retail banking, business development and administration. Excels at cultivating productive relationships with partners such as Business Bankers, Financial Advisors by identifying qualified opportunities to ensure comapny goals are exceeded. Utilizes proactive appraoch in community involvement, networking and customer relationship management to maintain, expand, and acquire client base.
Experience
- Conducted outbound calls by using referral sources, walk-in-sources, telephone and in-persona calls.
- Make effective use of the client planning and solutioning tools by 30%.
- Managed 20 separate corporations with funding responsibility of US 10 billion.
Oversaw the review and reconciliation of financial reports such as overdraft safe deposit box income/rent due and signature card reports.
- Coordinated with other departments to procure quality referrals to ensure customers receive all available company product and service information.
- Analyzed financial statements and pertinent information to determine the creditworthiness of prospective customers.