Banking

Banking
Resume examples

Resume Examples Objectives and summaries
Banking
Banking
Resume examples
Resume Examples Objectives and summaries

Bank teller

Experienced

Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, and selling cashier's checks, answering customer questions, and referring to other bank services. Ensured compliance with bank operations and security procedures by participating in all dual-control functions.

  • Cross-sell bank products by answering routine inquiries, analyzing customers' needs, promoted banking products and services, and directed customers to a branch representative as needed.
  • Managed cash transactions through reconciliation, counted and packaged currency and coins, turned excess cash and mutilated currency to head teller, maintained supply of cash and currency.

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Investment banker

Experienced

Oversaw $5+ billion investment portfolio of complex fixed-income instruments including Collateralized Mortgage Obligations, Mortgage-Backed Securities, Asset-Backed Securities Hybrid ARMs, Corporate Debt, and Money Market Instruments. Established strategic initiatives to enhance liquidity, profitability while complying with asset/liability management objectives. Educated senior management regarding portfolio management and liquidity.

  • Executed the investment operations and strategies of the bank streamlining portfolio structure, asset allocation, and risk profile.
  • Provided leadership to all trade execution and portfolio servicing activities including trade review, settlement, and documentation, corporate actions, cash, and collateral management across a range of products including bonds, swaps, and exchange-traded derivatives.
  • Monitored the compliance of financial instruments with established policies, procedures, and regulations.
  • Served as a voting member of the Bank's Asset/Liability Committee for establishing strategic objectives and managing the Bank's risk profile.
  • Presented results, strategies, and recommendations to Bank and association senior management, ALCO, and the Board of Directors.
  • Instrumented processes for the ongoing assessment of liquidity and marketability of portfolio holdings.
  • Worked closely with funding and derivatives personnel in the formulation and execution of debt and derivatives strategies that support the bank's asset/liability objectives.
  • Created and maintained policies and procedures, regulatory compliance, and Sarbanes Oxley compliance documentation.

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Investment banker

Experienced

Provided personal, customized, financial counsel and wealth management services for an established full-service investment firm. Managed and retained full-service investment relationships for over 400 clients; provided and administered investment portfolio management, financial planning, wealth management, custodial, trust, and brokerage accounts, and retirement and 401K planning.

  • Coordinated and oversaw entire client relationship; served as the single point of contact, monitored changing client investments/financial objectives, and periodically re-evaluated clients’ needs.
  • Developed, expanded, and administered relationships with existing and potential wealth management clients.
  • Identified, generated, and managed new business opportunities through prospecting, lead utilization, and local market and community involvement.
  • Provided expert financial counsel to clients, guaranteed a consistently high level of service, achieved company profitability, and exceeded fiduciary standards.
  • Mentored junior account representatives; provided leadership and direction on investment services and new business generation.

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Banker

Senior

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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Banker

Experienced

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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Personal banker

Experienced

Generated $1 M deposits in one year. Developed a relationship and sales plan for a diverse customer base. Provided a broad range of services including portfolio management, investment management, and credit and personal banking products.

  • Performed effective life cycle planning and developed marketing strategies for targeted clients; identified new business opportunities and grew customer base through cross-selling products and services to existing clients.
  • Processed and approved all mortgage loan, credit card, and credit line applications for Personal and Professional customers; compiled and verified application information, reviewed agreements for accuracy and compliance, and monitored time-critical turnaround requirements.
  • Provided excellent quality customer service, utilizing Gallop scoring and Mystery Shops.

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Personal banker

Experienced

Developed a relationship and sales plan for a diverse customer base. Provided a broad range of services including portfolio management, investment management, and credit and personal banking products.

  • Ranked as a Top 25 Producer for the state (out of approximately 200 bankers).
  • Processed and approved all loans, credit cards, and credit line applications for Personal and commercial clients.
  • Ensure sound risk management and compliance practices; performed contractual document review, monitored time-critical turnaround requirement, negotiation, and closing coordination. Analyzed Frost Banks’s credit policy to better culture and risk appetite.
  • Trained tellers and customer service associates on how to better identify potential sales opportunities and enhance existing customer relationships.

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Bank teller

Experienced

Performed financial transactions including receiving checks and cash for deposit to savings and checking accounts, verifying deposit amounts, examining checks for endorsement and negotiability. Ensure compliance with security and regulation procedures for the protection of cash and other assets.

  • Entered transactions into bank records utilizing the online teller terminal.
  • Cashed customer checks and paid money from savings and checking accounts upon verification of signatures and customer account balances. 
  • Inspected all negotiable items including checks, money orders, and saving withdrawals to determine their negotiability.
  • Achieved an excellent drawer balancing record of zero shortages or overages throughout tenure.
  • Lowered average wait-time by 15%, leading to highest customer satisfaction scores.
  • Educated customers on online service offerings and mobile applications.
  • Assisted account holders access technology to enhance banking convenience via multiple self-service channels.

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