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Sample Personal Banker Resume

Summary:

A highly accomplished Licensed Bank Branch Manager who has demonstrated the ability to lead a diverse team of professionals to new levels of success in the extremely competitive financial industry. Strong sales and operational qualifications with an impressive track record of significant hands-on experience in sales strategies, client retention, and risk management. Proven ability to successfully prioritize business requirements, identify growth opportunities, increase revenue, and improve client satisfaction.


Accomplishments:

SunTrust Banks, Inc
  • Increased branch outstanding deposits by 71.3%.
  • Increased branch outstanding loans by 49.1%.
  • Showcase Branch in 2008. One of two branches selected in the Georgia region.
  • Sales leader in 2004, 2006, 2008. Top 10% of the company.
  • Sales master in 2007. Top 2% of the company.

  • Professional Experience:


    2001 – 2009 SunTrust Banks, Inc Columbus, Georgia
    Vice President and Licensed Branch Manager (03/2006 – 07/2009)
  • Drive branch performance results through leadership and execution of exceptional sales and service activities by the entire team in order to exceed branch sales goals.
  • Develop investment relationships with fixed annuities, variable annuities, and mutual funds sales.
  • Conduct outside sales to bring in new business while expanding existing personal and business banking relationships.
  • Provide expertise in complex operational and risk management policies and procedures.
  • Select and retain top talent, conduct timely performance reviews and pay decisions within the branch.

  • Assistant Branch Manager (05/2005 – 03/2006)
  • Sales team leader to drive branch sales results through leading by example.
  • Provide on-going coaching to team members to ensure consistent delivery of superior customer service.
  • Assist and support all aspects of branch management.

  • Financial Services Representative (03/2002 – 04/2005)
  • Proficient in the sales and service of personal deposits, personal loans, investment and mortgage referrals.
  • Identify and maximize cross-sell opportunities through customer profiling.
  • Strong knowledge of branch operations policies and procedures.

  • Teller (03/2001 - 03/2002)
  • Complete complex teller transactions with speed and accuracy.
  • Uncover additional cross-sell opportunities with current clients.

  • 2000-2001 Harris County Board of Education Hamilton, Georgia
    Substitute Teacher (08/2000 – 03/2001)
  • Instruct and assist children following the day’s lesson plans. Assure that schedules are kept while the regular teacher is away.

  • 1998-2000 TIC Federal Credit Union Columbus, Georgia

    IRA Coordinator (12/1999 - 07/2000)
  • Analyzed and reported all IRA activity to the IRS and to the clients.
  • Trained personnel on all aspects of the IRA and any changes that may affect the clients.

  • Customer Service Representative (05/1999 - 12/1999)
  • Provide superior service through listening to customers, anticipating their needs, and recommending financial products and services.

  • Teller (09/1998 - 05/1999)
  • Complete complex teller transactions with speed and accuracy.
  • Education:

    Georgia Insurance License
  • Agent - Accident and Sickness
  • Agent - Life
  • Agent - Variable Products
  • Howard Community College
  • Associate of Arts and Sciences