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5Banker resume examples found

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Entry level

While in college, took on a part-time position as a cashier for a local grocery store.

  • Established cordial relationships with patrons to provide premium services and build loyalty.
  • Efficiently processed all payment transactions in form of cash, checks, and coupons.
  • Provided assistance to customers to help them in their selection of available items.
  • Managed relations with clients and provided them with information on special offers and promotions.

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Challenging position providing comprehensive assistance to bank customers whilst supporting corporate goals.

  • Oversaw the onboarding and training of new recruits in the company’s specified procedural standards to ensure compliance and the delivery of premium service all over.
  • Evaluated customers’ financial reports to identify needs and recommend strategic financial products and opportunities to facilitate their financial goals.
  • Consistently surpassed sales targets by leveraging practiced customer service and sales skills.
  • Worked collaboratively with colleagues to uphold defined company policies and facilitate corporate goals.

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Effectively oversee and manage a portfolio of middle-market relationships covering 27 states and 43 RCBO’s.   Manage credit exposure limits of up to $10MM. Work with senior management in developing annual business plans and directing the group in the execution of these plans. Closely collaborate with partner groups to ensure that the financial needs of Wells Fargo clients are met. Oversee a variety of areas including underwriting, enterprise valuation, risk management, and talent management. Manage 3 direct reports and a team total of 9 credit professionals.

  • Recruited and built top-performing teams with a focus on employee retention and diversity; strong commitment to fostering an inclusive environment that encourages professional growth.
  • Utilized excellent business knowledge in the management and implementation of efficient and consistent credit risk assessment, reporting, monitoring, and communication across multiple locations and teams.
  • Executed strong process management skills through fostering a culture of continuous improvements and quality. 
  • Proactively developed and maintain meaningful and productive relationships with both regional and RCBO leadership. 
  • Led and engage team members by encouraging participation through communication, input, and feedback. 
  • Partnered with current managers in the development of written plans and processes focused on training, career development, and talent acquisition.        
  • Ensured adherence and compliance to risk programs in the areas of credit, market, financial crimes, and operational/regulatory compliance.

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Led a team of 10 Portfolio Managers and 4 Administrative Staff covering three business lines. These lines included Minneapolis Middle Market Commercial Banking (customers with annual revenues of $20M to $500M); Twin Cities Depository & Payment Solutions (Deposit centric clients utilizing Treasury Management Solutions); and Twin Cities Non-Profit Banking (comprised of the arts, academics, sciences, and other 501c3 organizations.) Managed a total of 120 relationships with $1.5B in commitments.

  • Served as the first line risk officer and liaison to Credit Administration and Credit Risk Assessment.
  • Created an early warning system for senior management that proactively indicated changes in a client's risk profile.
  • Recruited and developed staff through well-defined training programs; earned a reputation as a leader that provided an opportunity for advancement to many other areas of Commercial Banking.
  • Mentored, developed, and positioned 5 team members for promotion to management, capital markets, and credit administration.
  • Provided underwriting, approval, and documentation support for the three business lines.
  • Coordinated all transfers to Loan Workout Specialist guiding either rehabilitation and retention or exit strategies.

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Multifaceted position requiring relations, financial reporting, cross selling and collaborative skills to support a fast paced work environment.

  • Utilized practiced relations expertise to cultivate lasting client relationships, resulting in a 99% retention rate.
  • Generated sales leads for specialized bank products whilst liaising with internal and external departments to achieve bottom line corporate goals.
  • Facilitated consistent portfolio growth for the branch by leveraging relations expertise to nurture new and existing client relationships and drive sales.
  • Routinely delivered comprehensive financial reports to clients to help them maintain a clear perspective on their financial standing and recommend compatible financial products.

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