Personal banker
Resume examples

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.

Responsible for a portfolio of 20 million and achieved a growth of 2 million monthly through cross-selling bank products encompassing Individual Accounts, Personal Loans, Credit Cards, etc.

• Meticulously monitored clients’ accounts and delivered comprehensive reports to keep them up-to-date on recent developments.
• Consistently achieved defined targets by liaising with colleagues and international branches to generate sales leads for new services.
• Researched and updated all required materials needed to facilitate transactions for clients.
• Facilitated a 20% annual portfolio growth by establishing and nurturing client relationships.

Brought transferrable skills from experience within the retail industry to improve client relations and optimize sales of bank services through strategic cross-selling.

• Leveraged previous sales and customer relations skills to nurture lasting relationships with clients and build client portfolio.
• Closely monitored client accounts to ensure that information are up-to-date and accurate.
• Leveraged cross-selling skills to increase sales and informed customers of new and innovative bank services that would provide them with financial solutions.
• Worked collaboratively with colleagues to ensure the premium delivery of services to clients.

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.