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Personal Banker Resume Sample

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Michelle Smith

Personal Banker

6134999222

California

Skills
MS Office and CRM proficient
Risk assessment
Portfolio management
Time management
Customer oriented
Financial planning

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

Personal Banker/Assitant Manager
JKL Corporation, California
2014 - current
  • 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.
Personal Banker
Lynch and Sons, CA
2012 - 2014

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.

Education

Associate of Finance
NCL University
2009 - 2012
GPA: 3.9