Banking
Resume examples

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.

Multifaceted role encompassing organizational and customer relations expertise in support of fast-paced and customer-oriented branch.

• Meticulously managed accurate records of documentation related to each transactions, whilst ensuring compliance with defined procedural standards.
• Provided comprehensive support on financial transactions to clientele encompassing deposits, cash transfers, withdrawals, etc.
• Routinely updated knowledge on new bank products and services to provide clients with comprehensive information in response to their inquiries.
• Oversaw the training of new recruits to ensure the delivery of standardized customer support.

Handled a portfolio of 50 million with a growth of 5 million monthly, whilst leading a team of bankers and sales executives.

• Successfully surpassed targets by 30% by conducting routine sales hurdles and de-briefings with the sales teams with a focus on achieving defined individual and overall branch targets.
• Achieved a 40 % growth in branch revenue by leveraging relations expertise to build and strengthen new and existing client relationships.
• Delivered comprehensive reports to clients on accounts status and advised them on products to purchase.
• Optimized overall team proficiency by facilitating a collaborative work environment.

Detail-intensive position requiring analytical and critical thinking skills to successfully manage a client portfolio of over $25M.

• Led induction meetings with clients to discuss the particulars of their loan application and obtain vital information whilst also answering their questions to ensure the seamless processing of their application.
• Consistently analyzed financial markets to identify and explore prospects for new loans.
• Developed and maintained functional working relationships with key players in the industry.
• Managed a client portfolio of over $25M in financing.

Complex and challenging role requiring close coordination with clients, associates and analysts to drive workflows that aid the attainment of defined financial goals.

• Established and nurtured an extensive network of top industry players to keep abreast of the latest developments and promptly harness investment opportunities.
• Orchestrated multiple complex Investment Schemes, Mergers & Acquisitions and IPOs to ensure clients achieve their financial goals.
• Managed and consistently grew a substantial portfolio by leveraging practiced skills to take calculated risks that pay off in significant growth.
• Recruited and trained junior analysts and associated to attain a proficiency fitting of the financial institution and its reputation.

 Dynamic role requiring attention to detail and strong relations skills to evaluate multiple client applications and streamline processes.

• Leveraged multitasking and project management skills to process a busy pipeline of loan applications.
• Thoroughly analyzed financial data to identify inconsistencies and inaccuracies that might pose significant risks to the bank.
• Leveraged relations skills to surpass sales goals whilst working collaboratively with loan officers to properly manage lending portfolios.
• Coordinated cross-functional and cross-departmental collaborations to ensure the thorough evaluation of applicants’ financial histories employment backgrounds and credit worthiness.