Banker
Resume examples

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.

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.

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.

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.