Banker Resume Samples

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A Lynch

Alana

Lynch

1670 Alf Mews

Los Angeles

+1 (555) 693 6954

1670 Alf Mews

Los Angeles

Phone

p +1 (555) 693 6954

Experience Experience

Houston, TX

Banker

Houston, TX

Harvey, Donnelly and Nikolaus

Houston, TX

Banker

Perform role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan
Take ownership for running the outbound GSG network, generating new business and ensuring smooth client delivery across products and countries
Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
Responsible for engaging in aggressive business development and delivering significant sales results
Execute equity capital fund raises, including preparing prospectuses and investor presentations; lead sell-side and buy-side M&A transactions
Plan client calling plans, measure and monitor client metrics across risk, return, satisfaction, calling metrics
Exposure to senior management and outstanding networking opportunity

San Francisco, CA

Enterprise Banker

San Francisco, CA

Gleason-Bartell

San Francisco, CA

Enterprise Banker

Working with people
Track and monitor the financial performance of the portfolio
Maintain customer records and accurate completion of applications and paperwork
Take ownership of the portfolio's risk management
Manage dormant accounts
Provide support to the Sales Manager Enterprise and other team members where assigned
Make use of middle and back-office support networks to ensure effective on-boarding and complete end-to-end service delivery

present

Detroit, MI

Transactional Banker

Detroit, MI

DuBuque-Rath

present

Detroit, MI

Transactional Banker

present

Make use of middle and back-office support networks to ensure on-boarding
Develop strong advisory client relationships with key decision makers
Monitor clients’ performance for risk indicators and perform formal reviews
Take co-ownership of the portfolios risk management with Relationship Executives
Manage and drive deal forum process to ensure quality applications are submitted
Relating and networking
Make effective use of the client planning and solutioning tools for the top 30% of the

Education Education

Bachelor’s Degree in Precision

Michigan State University

Bachelor’s Degree in Precision

Skills Skills

Strong attention to detail and ability to multi-task and balance multiple priorities
Basic knowledge of all retail products and services, applicable bank and branch policies, procedures and support systems
Thorough knowledge of all retail products and services, applicable bank and branch policies, procedures and support systems
PC literate with good working knowledge of common application software
Strong organizational skills and able to manage time efficiently
Treasury management product knowledge desirable
Knowledge, experience and ability to demonstrate self-service channels including ATM, Online Banking and Mobile Banking
Proficient in Microsoft Word and Excel with ability to operate a variety of office equipment
Strong sales orientation with the ability to multi-task and work in a team environment
Excellent oral and written communication skills

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Premier Banker Resume Examples & Samples

Business segment (defined as clients with total revenue between $250M - $1MM)
Note: For purposes of this position, current possession of a Series 7 fulfills the Series 6 requirement. Current possession of a Series 66 Registration fulfills both the Series 63 requirements
Currently holds minimum of FINRA Series 6, 63 and 65 registrations (or equivalent) and insurance licenses (Life, Health and/or Variable Products), and has maintained continuing education coursework to keep licenses and/or registrations in active standing

Private Bank-banker Resume Examples & Samples

Engage in direct prospecting; develop network of internal and external referral sources
Use business and personal contacts to help identify potential clients
Solutions provided for both potential clients and current clients are proactive and advice-based
Strong client relationship management and sales skills
Must have experience with profiling and formulating strategies for potential clients
Ability to work in a team environment
Strong organizational and interpersonal skills

Banker Resume Examples & Samples

Develop a perspective on specific client situations in order to effectively select products to sell
Educate and advise clients on the variety of solutions that could resolve their issues and meet their objectives
Must have demonstrated track record of successfully selling to ultra high net worth clients
Possesses continuous prospecting skills through COIs (centers of influence), associations, and community activities

Cib-mnc Banker Resume Examples & Samples

The Corporate Banker will partner with the Investment Banking Client Executive (CE) and other product colleagues to maximize the firm-wide revenue potential at acceptable returns across targeted Japanese clients and prospects
The Corporate Banker will be the Client Executive where investment banking coverage is less developed and more opportunistic in nature
Ensure a holistic client coverage approach; Responsible for both managing local portfolio and regional clients based in China
Drive increased penetration of client wallet and forge a closer relationship with our clients
Evaluate client's main issues/needs and outline opportunities for JPMorgan
Serve as a focal point of contact within JPMorgan for the Japanese client CFO, treasurer and other senior managers where appropriate
Work with all Product groups in identifying new market opportunities and converting targeted prospects to clients
Strong organization skills to handle a large client portfolio (existing clients and prospects)
Exposed to a wide range of banking products with the relevant credit training
University graduate with minimum 8 years of relevant banking experiences, advanced education at graduate school level is highly desirable

MM Banker Resume Examples & Samples

Typically a minimum of4 years direct lending or credit support related experience with focus on business relationships: Prefernece will be given to candidates with experience working in a commercial bank setting
Formal Commercialbank credit training program
Has the ability to mobilize internal networks and resources

Banker Resume Examples & Samples

Manage complex, multi-product client relationships as the primary middle market banking representative
Coordinate the sales and service efforts of multiple internal business partners, including coordinating with the core middle market bankers to ensure proper coverage of all technology prospects
Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests

Banker Senior, Middle Market Resume Examples & Samples

Minimum of 10 years of direct lending and credit support related experience
Excellent negotiating and influencing skills; high EQ / IQ
Ability to mobilize internal networks and resources

MM Banker Resume Examples & Samples

Bachelor Degree required in business, with emphasis in finance or accounting
Successful completion of a formal bank credit training program preferred
Solid accounting and financial statement understanding
Three plus years of calling and lending experiencein banking or financial services

CDB Banker Resume Examples & Samples

Identify and aggressively solicit appropriate debt and deposit opportunities
Appropriately assess transactional risk via thorough knowledge of sponsor, financial, legal, construction management and market issues
Confidently represent the Bank in negotiation of acceptable credit terms and structure for complicated transactions
Work with a dedicated underwriting team to insure the timely completion of due diligence and preparation of comprehensive credit approval packages
Work with closing staff and legal counsel to insure that the documentation for each transaction is accurate, appropriate, and consistent with the terms of credit approval
Communicate with the loan administration unit to maintain awareness of construction progress, appropriateness of draw requests, adequacy of debt and equity sources, time delays, cost overruns, usage of contingency funds and compliance with legal documents
Surface issues as they arise with the client to ensure good customer service and adequate protection of the bank
Professionally represent the firm at industry-related conferences and other such events
Strong analytical skills with 5 to 10 years experience in the affordable housing industry. Skills should include experience in structuring, underwriting, closing, and administering commercial real estate construction loans for affordable multifamily housing
Demonstrated success serving clients in the affordable housing industry; strong familiarity with the market
Knowledge of standard bank credit policies and loan administration procedures
Ability to work independently and with minimal supervision and direction
Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, legal counsel, and team members
Team player able to adjust priorities to achieve team, as well as individual, goals
Strong PC skills; proficient in MS Word, Excel, and Powerpoint
Domestic travel is required, occasionally overnight; must hold valid drivers license
Bachelors degree required; MBA preferred

Asset Management Private Bank Latin Uhnw Soco Banker Resume Examples & Samples

Building relationships with Ultra High Net Worth Clients within the Southern Cone region of Latin America
Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
Fluent in Spanish required

Banker Resume Examples & Samples

Typically a minimum of seven years of commercial lending, relationship management experience with larger companies (Sales of $200MM or more), preferably in automotive finance
Experience should include the selling and delivery of commercial bank products and services
Experience with commercial credit analysis to include ability to analyze and interpret complex financial statements of large dealership groups
Possesses strong creative solution and problem solving skills
Business development skills are essential
Formal Credit training
Commercial Lending experience
Bachelor's Degree in Finance, Accounting, Business Administration, Marketing or related area
Must be willing to travel 50% of the time

Banker Private Bank Resume Examples & Samples

Responsible for engaging in aggressive business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver significant results
Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience
Perform role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan
Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives
Measurable track record of successfully selling to ultra high net worth and/or high net worth clients
Experience profiling and formulating strategies for potential clients
Demonstrated ability to close deals
Impeccable interpersonal and organizational skills

Asset Management Private Bank Banker Chicago Downtown Resume Examples & Samples

Assume the role of relationship manager for a specific set of clients through proactive conversations focusing on financial planning; also acts as a conduit of JPMorgan by referring opportunities to other lines of business
Responsible for engaging in aggressive business development and delivering significant sales results
Exceed the expectations of JPMorgan clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.)
Assist in the development and retention of junior staff through coaching and mentoring
Accountable for ensuring that the client has a positive experience
Analytical skills in order to relate specific customer asset situations to individual products
Ability to close deals

Banker Resume Examples & Samples

Perform role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan
Exceed the expectations of J.P. Morgan clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including investments, trust, banking, wealth transfer, etc.)
Continuous prospecting skills applied to COIs (centers of influence), associations, and community activities
Strong leadership and management skills along with high level of self motivation

Service Banker, Chatswood Resume Examples & Samples

New account packs and revenue reviews
Statement requests
Develop a sound knowledge of Citi’s retail banking products to identify referral opportunities for the branch sales teams
Banking and/ or compliance operations experience within financial services is desirable
Strong administrative skils
Excellent communication skill- Mandarin and/ or Cantonese speaking skills preferrable
Results orientated- proactive in providing solution to client
The baility to multi- tak and prioritse work load

IRM Banker Resume Examples & Samples

Working with IRM Seniors, analyse, assess and develop a consensus on the goals and strategies for exposures under management including
Assess financial and operating performance to evaluate weaknesses and potential for turnaround and to determine liquidity requirements and debt capacity
Effective communication with the issuer and all relevant stakeholders to ensure understanding of the problems and potential solutions ( including fresh equity, disposals, refinancing or restructuring)
Assist, lead and/ or influence (dependent upon experience) any structuring and negotiation of documentation
Engage and lead the restructuring team comprised of lawyers, accountants, banks, and creditor groups, occasionally as part of a creditors' committee
Partner with and influence decision making among internal businesses and product areas – including senior management
Communicate timely and clearly with financial, legal, accounting and tax, involving these areas whenever necessary, to ensure proper accounting of IRM transactions, recoveries/collections, etc
Write weekly updates (Weeklies) and Classified Credit Reviews (CCRs). Update information for High Risk Return and Risks and Opportunities (internal reporting of classification changes and provisions)
Day-to-day management and strategy execution consistent with the Policies and procedures that govern IRM’s responsibilities
Partner with the IRM Analytics Team, in modeling and assessing companies' financial position to determine appropriate debt structure and accurate debt value (using the most appropriate valuation methodology)
Complete Assessments on obligors where the classification has been downgraded to Special Mention to confirm classification and agree triggers, working with an IRM Senior, Line Risk and the Business
Risk management of the classified portfolio including monitoring performance of assigned accounts and forecasting exposures for capital and asset quality purposes
Working on regional and global IRM initiatives and working fluidly within IRM and the broader Citi organization to improve skills and effectiveness
Advanced experience in fundamental credit assessment techniques and policies of a global financial institution
Ability to analyze corporate financial statements, business plans, across a range of industrial sectors and financial products
Extensive experience with corporate and debt structuring, with a particular understanding of bank loan documentation
Thorough understanding of risk profile of all credit products
Graduate Associate training programme with Citi or similar
Credit Officer or Senior Credit Officer (dependent upon experience) with Citi or similar
Effective negotiating skills, particularly with respect to bank debt documentation
Expertise in financial modeling, including a range of valuation techniques
Strong inter-personal skills, including demonstrated ability to deal with confrontation and influence corporate management teams, creditors and other stake holders
Ability to sift through complexity and articulate issues clearly
Personal integrity
Leadership skills

Gcg-service Banker Resume Examples & Samples

Reviewing cold old reports on anti-money laundering activities and compliance on unit trust transactions to monitor and report risk and non-compliance matters
Develop strong customer relationships and build customer loyalty through consistent delivery of error-free and timely service to meet customer needs
Exercise due diligence in customer care to ensure good customer contact experience with Citibank
Comply with Citibank's policies and procedures to ensure safety and security of bank and customer's assets

Premium Banker Resume Examples & Samples

Work is moderately complex and specialized in nature and involves mostly straightforward challenges
Work is performed under general direction according to set parameters and set sales / performance targets
Requires initiative and independent judgment in completing work but supervisor provides direction for unfamiliar situations
Decisions impact the productivity / performance of the functional area, customers and other employees
Secondary school graduation
At least 2 years of experience in banking or related industry in a customer service / client facing role
Mutual Fund Licensing. Requires Completion of
Investment Funds in Canada Course; or Canadian Investment Funds Course; or Canadian Securities Course; and
Mutual Fund Skills Builders Course
Career minded team player
Proven ability to sell and meet set sales / performance targets
Advanced communication and customer service skills
Strong interpersonal skills to support the building of strong relationships with diverse groups of people
University / College degree preferred
Knowledge of HSBC’s products and services
Knowledge of HSBC’s policies, practices, and procedures within own area
Excellent analytical and critical thinking ability
Competent in conflict resolution
Understands / speaks Cantonese and Mandarin is required

Senior Premier Banker Resume Examples & Samples

Internal: Develop strong relationships with branch teammates through effective and continuous communication
Establish daily call goals targeting existing customers
External: Develop a target list of prospects to call on

Premier Banker Resume Examples & Samples

Responsible for development of total relationship
Bachelor’s Degree or equivalent professional designation
Strong understanding of personal trust and investment management required

Wealth Management Team Banker Resume Examples & Samples

Proven ability to build partnerships and drive results
Knowledge of broad banking debt and liquidity solutions in addition to specific product knowledge
Knows competitor products and understands competitor products / services and can compare and offer competitive solutions
Bachelors degree in business or related field

Wealth Mgmt Complex Banker Resume Examples & Samples

Five years experience in either banking/credit or investments/securities arenas
Significant experience building relationships with clients
Proven results in delivering deposit and credit products to an affluent / UHNW client base
Proven ability to prospect for banking debt and liquidity opportunities â€“ creative thinker who maintains positive outlook
Knows competitor products and understands competitor products/ services and can compare and offer competitive solutions
Series 7 & 63 (or 66) required. Candidates may apply without Series 7 license, but must achieve all required licenses within 120 days of accepting the position

Priority Banker Resume Examples & Samples

Create lead referrals and call on specialists to assist
Research the sales potential in the local area through reviewing the local media and local demographic information
Ensure transparency and open dialogue between credit and the client by communicating the client’s requirements and giving feedback on the banks position regarding these requirements
Follow up with clients who have outstanding FICA documentation based on the listings supplied from operations
Administer the completion and the release of security documentation and keep the customers informed of the status
Act as backup for other team members in case of absence or during peak times
B Degree in Finance, Commerce or Banking or equivalent NQF level 6 qualification or higher
An appropriate qualification at NQF level 6 in line with the new FAIS fit and Proper requirements (60 Credits)
Current FAIS qualifications required: RE1 (Regulatory Exam)
Five (5) years experience within the Financial Service Industry
Three (3) years must have been within a sales environment
Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet

Enterprise Banker Resume Examples & Samples

Maintain ownership of a portfolio of allocated Enterprise clients
Ensure long term sustainability of customers to ABB
Achieve cross sell and up-selling sales targets
Achieve customer satisfaction targets within the assigned portfolio
Track and monitor the financial performance of the portfolio
Apply risk-based pricing for all new sales and pricing reviews
Educate clients to use the Business Support Centre
Drive acquisition initiatives through re-engagement processes
Make use of middle and back-office support networks to ensure on-boarding and complete end-to-end service delivery
Take ownership of client complaints that originate from Customer compliance process
Ensure customer service is improved on an ongoing basis
Understand and apply the relevant governance and compliance procedures
Maintain customer records and accurate completion of applications and paperwork
Take ownership of the portfolio's risk management
Manage the Not Fit For Processing listings for the KAMLS
Manage dormant accounts
National Diploma in Commerce or Marketing or Finance or equivalent NQF level 5 qualification
Three (3) years sales banking experience within a commercial banking environment
NQF level 5 FAIS qualification with 60 Credits
Two (2) years FAIS experience

Enterprise Banker Resume Examples & Samples

Achieve cross sell and up-selling sales targets by driving cross functional teams (including but not limited to Sector and Product specialists) to find client-centric solutions
Achieve customer satisfaction targets within the assigned portfolio by improving customer satisfaction standards by providing solutions such as Notify Me, E-Pin, Business Advantage, etc
Achieve sales targets relevant to the strategic initiatives and drivers of the Enterprise Business accounts Re Active segment
Educate clients to use the Business Support Centre by informing clients at the face to face meetings as well as communicating to clients telephonically
Manage the Not Fit For Processing listings for the KAMLS ensuring that error rates on submissions to Middle office for 2nd tier checking of all KAMLS documents are at a minimum
Take ownership for obtaining and scanning of all KAMLS (Know your Customers and Anti Money Laundering) and other on-boarding documentation relevant to the customer (New and Existing customers)

Transactional Banker Resume Examples & Samples

Achieve cross-sell targets by actively participating in cross functional teams (including but not limited to Sector and Product specialists) to find client-centric solutions which must be formalised in strategic proposals and presented to clients in accordance to the distinct Client Value Proposition (CVP) for Enterprise Accounts
Track and monitor the achievement of financial performance across portfolios by utilising the (ESTPM) VAPM tools
Conduct regular client visits in accordance with the Business Enterprise Value Proposition to increase the number of clients where Absa has the primary transactional banker status, and initiate changes to ABB Product by providing input into product development to better service our clients
Take ownership of client complaints that originate from the TB's area of responsibility and accountability and log on to the Client Compliment and Complaints system as per the prescribed policy and procedure guidelines. This will allow business to track actions to improve on service levels
Participate in Cross Functional Team meetings, which includes the Relationship Executive, Credit Analyst, Segment Support Client Control Team, Client Service Consultant & Product & Sector teams, to ensure co-ordination of client engagement and service delivery to clients
Responsible for the obtaining and scanning of all KAMLS and other on-boarding documentation
Communicate concerns or challenges that derive from team interactions in a constructive and positive manner
Share information and make others aware of information that may be useful to them
Monitor available L&D courses to develop your own training whilst helping others in the team to develop theirs
Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to ABSA's values and visions

Banker Resume Examples & Samples

Typically have a minimum of 5 years in commercial lending relationship management, preferably with some experience in the franchised auto dealership sector
Bachelor’s degree or equivalent is strongly preferred
New business development skills and experience are essential
Presentation and negotiation skills
PC literate with good working knowledge of common application software
Possess a high level of personal initiative and demonstrated ability to meet/exceed goals
Ability to develop good relationships with a diverse group including dealership ownership, various dealership personnel, and many internal departments including credit, underwriting, and treasury management personnel
Responsible for portfolio management of several dealer clients. Work with underwriting and credit departments to ensure that risk is identified, reported, approved and managed effectively

Premier Banker Resume Examples & Samples

Provide training and communication updates to branch personnel on an individual and group basis to enhance business partner knowledge and skills as well as provide updates regarding referrals
Internal: Proactively work assigned customer base to identify expansion opportunities
Obtain referrals from existing customers
Identify Centers of Influence (law firms, accounting firms, etc.) to call on and develop two-way referral relationships where appropriate
Identify business owners to call on to introduce the full capabilities of personal and business services offered

Premier Banker Wauwatosa Resume Examples & Samples

Use the consultative sales process to develop strong customer relationships to be positioned as a financial advisor for the customer
Execute quality customer review meetings for retention and expansion purposes
Personal Trust and Investment Management. Conceptual understanding required in order to profile customer needs at a high level and make a handoff to Wealth Management
Strong understanding of brokerage and insurance products
Strong understanding of business services including retirement plans, business banking solutions, insurance and succession planning required

Enterpise Banker Emalahleni Resume Examples & Samples

Pro-actively maintain ownership of a portfolio of allocated Enterprise clients
Ensure the long term sustainability of customers to ABB by establishing relationships with new clients and solution based up-selling to existing clients
Focus on client graduation to ABB Enterprise Relationship Sub Segment
Track and monitor the financial performance of the portfolio by utilising Magic Matrix cross sell tool and the Client Management Program(CMP)
Pro-actively drive acquisition initiatives through re-engagement processes supported by Enterprise Banking campaign initiatives
Take ownership of client complaints that originate from the CCP (Customer complaints process) take responsibility and accountability and log on to the Client Compliment and Complaints system as per the prescribed policy and procedure guidelines. This will allow business to track actions to improve on service levels
Participate in the Internal Customer Surveys held between Enterprise and Retail, Credit Lending, Middle Office and Global Banking to ensure the internal relationships are improved, built and value is extracted from these relationships
Analyse the Customer Satisfaction Management (CSM) and Real Time Customer Survey (RTCS) to ensure customer service is improved on an ongoing basis
Work closely with the Enterprise Business Support Centre responding to service requests and complaints for customers
Take responsibility for meeting challenging individual and team value targets
Understand and apply the relevant governance and compliance procedures to activities undertaken and maintain ongoing completion of relevant governance and compliance training; e.g. NCA, FAIS and Competition Commission
Maintain customer records and accurate completion of applications and paperwork by capturing customer information on Appointment Manager and Customer Management Portal
Take ultimate ownership of the portfolio's risk management by ensuring a good understanding of both the Bank's and the clients regulatory and compliance environments
Manage dormant accounts ensuring clients activate accounts or close accounts if no longer required

Prv Banker, Safe Act Resume Examples & Samples

Technical Expertise- Understand and apply client strategies as they relate to changes in economic, legal and investment landscapes. Stay current on competition and product needs. Remain knowledgeable of and follow all Private Banking policies and processes. Provide technical training and guidance to less experienced Private Bankers as appropriate
Manage daily loan and deposit portfolio activity and resolve all client issues promptly and professionally
Bachelor’s degree in Finance or related field, CFP a plus
Excellent consumer lending skills
Excellent organization skills

VP-private Wealth Manager Banker Resume Examples & Samples

Private wealth relationship management experience and skills
Understanding of Brazilian clients’ investment behavior in order to assist with multi-asset class investments in Sao Paulo, Brazil and the Southern States of Brazil
Experience with the cross-border markets (Brazil Local Markets and the United States), and applying this understanding in order to customize asset allocation models as well as offering credit related products in the United States and in Brazil
Knowledge about the local private bank in Brazil; and,
Experience with private wealth management client acquisition and relationship deepening
Must be fluent in reading, writing and speaking Portuguese

Citiphone Banker Resume Examples & Samples

Ensure that all customer inquiries and complaints are answered in the shortest possible timeframe (on-the-spot complaint handling or recording and forwarding relevant inquiry/problem in the system)
Ensure that all customer inquiries and problems are solved in the standard turnaround time
Use call work codes after each call
Have up-to date information and process knowledge on all handled products
Adequate usage of SOK (System of Knowledge)
Ensure that all calls are served with courtesy and accuracy, meet service incentive standards as „meets all requirements”
Make x-sell activities to ensure a high-level service and a deep relationship between customer and Bank
Record all customer feedbacks
Ensure that all customer data (address and telephone number) are up-to-date
Provide investment-related services if required
Make all necessary administrative tasks
Properly answer system-related questions and complaints, furthermore escalate detected problems
Daily MIS (Management Information System)
Analysis, self-appraisal with the help of Supervisor
Retain customers from closing relationship and encourage customers to use existing products
High level customer service to avoid issues and fraud risks
Use outlook as information flow – use, edit, control and learn from it
Continuous feedback to Supervisor on workload processes
Participation in department/group meetings
Mentoring newcomers and co-department members
Good communication and problem solving skills
Customer service/contact center/sales experience is an advantag
Good written and oral communication in English
Intermediate degree
Investment certification is preferred

Icg-banker Resume Examples & Samples

Demonstrates in depth knowledge & understanding of all technical aspects of transactions & products
Manages clients resourcefully & creatively through complex & unexpected transaction obstacles
Ensures that teams are on right track to complete transactions successfully & effectively
Effective negotiator
Leading source of up to date technical & industry knowledge
Graduate Degree with distinguished academic achievement, high level of personal integrity, interest in Investment Banking in Asia as evidenced by related work experience, leadership qualities, proven client relationship skills as well as extensive product knowledge, technical expertise and strong transaction execution skills
Minimum of nine years of corporate finance/investment banking experience, or has a combination of comparable industry experience and education

Service Banker, Chatswood Resume Examples & Samples

General credit card/mortgage credit enquiries
Results oriented - proactive in providing solutions to clients
The ability to multitask and prioritise workload

Enterprise Banker Resume Examples & Samples

Make appropriate introductions to the Relationship Manager where Enterprise Banking clients require specialist advice and support
Presentation Skills
Trade and Working Capital
Commercial Skills Development (CSD)
Influencing and Negotiating skills

Asset Management Private Bank Latin Uhnw Banker Andes Resume Examples & Samples

Building relationships with Ultra High Net Worth Clients within the Andean region of Latin America
Responsible for sale and implementation of investment, banking and trust/estate products to core clients
Fluent in Spanish both oral and written required
Connections within Private Banking core client space and professional centers of influence

Banker Resume Examples & Samples

Take responsibility as Parent Account Manager for a select number of Dutch corporate client relationships
Act as support banker to experienced Senior Banker PAMs and One ICG Coverage Officers
Strengthen the entirety of the client relationship
Originate business across the Citi’s product set as relevant in conjunction with PAM/One ICG Banker
Lead and act as part of deal teams in business development and/or execution activities
Develop good and personal relationships with clients at the relevant buying centres across the client organisation, both at head office and abroad
Call on clients frequently, in person and remotely
Be viewed by clients as a specialist in the sector
Work closely with partners in CMO, Investment Bank, TTS, Markets, GSG, Risk and GPM and TEG
Act centrally to manage the credit relationship with clients, both monitoring credit profile, plan credit capacity, run credit extension and take ownership for in-depth credit analysis as appropriate
Work with Global Portfolio Management team to manage the portfolio and individual client risk
Take ownership for running the outbound GSG network, generating new business and ensuring smooth client delivery across products and countries
Travel in support of GSG business
Plan client calling plans, measure and monitor client metrics across risk, return, satisfaction, calling metrics
Analyse performance results – interpret and adapt strategy to optimise
Plan and manage the portfolio of clients toward risk and return balance
Run various ICG pipeline and planning resources
Ensure that that documentation requirements from Risk and Compliance are in place and up to date
Train/coach junior corporate bankers in the team, in Banking and credit skills, acting as a role model
Manage the Crystal credit analysis process
Affinity with Dutch corporates, ability to connect with individuals across the client organization
Ability to set priorities, multi-task and execute across multiple activities, teams and geographies
Skill set in Corporate Banking, including CB product suite, capital and Risk
Self-starter, dynamic, proactive and professional
Ability to guide and work with teams of junior bankers
Demonstrate industry and specific product expertise
Have been responsible for meeting a budget
Culture carrier in terms of ethics and professionalism
Proactivity - Identifying new business opportunities
Organisational – managing business across a large client portfolio with diverse client teams
Verbal and written – communicating the detail of complex client relationship to a broad range of internal contacts
Strong negotiator - understanding of bank and client tolerances and negotiate to satisfy both
People – natural networker and go-to person for juniors
Excellent interpersonal skills - able to create and sustain good personal contacts within the client group, balancing client requirements and Citi’s priorities
Confident in meeting clients
Motivation and drive to take a leading role within the organization
Networking - maintaining close contact with product and risk specialists within Citi
Team player - being able to work in partnership with other individuals on day-to-day and long term projects

Prv Banker, Safe Act-grade Resume Examples & Samples

Financial Management- Effectively manage revenues, expenses and asset quality
Create and implement action plans to develop new business and broaden existing relationships, including the establishment of external and internal networking and referral programs
Exhibit an in depth understanding of the credit risks associated with business lending and customized personal lending to a high net worth client base; exhibit a solid understanding of and adhere to risk management policies/procedures and regulatory, audit and compliance requirements as they relate to banking and credit; demonstrate the ability to conservatively and appropriately manage the risks of the loan portfolio while meeting the needs of the client and the bank
Possess and exhibit an in depth understanding of the financial planning/advisory approach utilized in managing client relationships
Responsible for personal and professional development as it relates to the banking industry and the bank’s products and services in conjunction with the support of senior management
Excellent listening, writing, speaking and presentation skills
Premier business development skills

Global Banker Developmentorganisations Resume Examples & Samples

B Degree in Commerce or equivalent NQF level 6 or higher qualification
10 Years working experience with 5 years in a Corporate Banking Product Environment
Preferably experience in dealings with Financial or Non Banking Financial Institutions
A good understanding of credit and security
In depth knowledge of Know Your Client (KYC) procedures
Good knowledge and understanding of legislation affecting the bank and customers
Understands the macroeconomic factors affecting the client base
Knowledge of Corporate Banking products
Knowledge on the dynamics of the Financial Institution market place (global, regional, and local)

Service Banker Resume Examples & Samples

University Degree
Over one year of sales support and cashier or other money handling experience in banking/finance service fields desired
Must be detail orientated, accurate and thorough when performing operational tasks
Able to complete external, internal reports and customer transactions in a timely and quality manner
Must demonstrate solid qualitative/quantitative and problem solving skills
Drive to initiate and support quality initiatives of reducing transaction defects and cycle time
Self-motivated contributor with high degree of integrity and the ability to handle complex and multiple priorities
Able to spot cross sell opportunity and make sales referrals to sales teams
Proficient in MS Office
Good communication skills in English and Vietnamese. Fluency in another foreign language is a plus
Responsible, organized, and good interpersonal skill

Transactional Banker Enterprise Resume Examples & Samples

Make use of the client planning and solutioning tools to ensure understanding of client needs
Track and monitor the achievement of financial performance across portfolios
Apply risk-based pricing for all new cross-sell opportunities
Develop strong advisory client relationships with key decision makers
Conduct regular client visits and initiate changes to ABB Product
Conduct After-sales visits with clients to ensure effective sales and service delivery
Take co-ownership of the portfolios risk management with Relationship Executives
B Degree in Commerce or Marketing or Finance or equivalent NQF level 6 qualification
Eight (3-5) years sales and financial experience within a commercial banking environment
Three (3) years’ experience and knowledge of the dynamics of the market place and industries (global, regional and local)
Five (3) years’ experience in driving business and solution across divisional and product silos’ and access wide set of products
Five (3) years’ experience in analysing and evaluating complex company financials and other economic trends
Three (3) years in-depth experience and understanding of credit solutions - Internal networking or credibility
Three (3) years experience in structuring a good complex credit solution and guide the credit process with the required parties
FAIS qualification, RE1
Six (6) months FAIS experience
No criminal record

Senior Premier Banker Lincolnwood Resume Examples & Samples

Maintain an electronic pipeline of expansion opportunities
Participate actively in the community and identify prospects through your relationship building efforts
Brokerage and Insurance Products including, mutual funds, MAAPs, fixed and variable annuities, term and long-term care insurance: Conceptual understanding required in order to profile customer needs at a high level and sell the value of Financial Advisor teammate
Business Services including retirement plans, business banking solutions, insurance, and succession planning: Conceptual understanding required in order to profile business owner needs at a high level and make a handoff to the appropriate specialist
High level of integrity (Clean U-4)

Middle Market Banker Resume Examples & Samples

Cultivating new business relationships
Negotiate and structure complex commercial loans, sell the Bank' s credit and non-credit products
Bachelor's Degree from an accredited university
Minimum 5 years commercial lending experience
Minimum 3 years managing a portfolio of clients
Successful completion of a Commercial Credit Training Program
Successful track record of bringing in new business Total Years of Experience: 5-6+

Enterprise Banker White River Resume Examples & Samples

Ensure customer relationships via appointment based and branch walk in customer interaction
Apply risk-based pricing for all new sales and pricing reviews in line with standard pricing and fee structures/guidelines and applications. Negotiated pricing by exception, based on existing concession model
Focus on customer graduation for customers to more customer focused and appropriate value proposition, upgrading the customer to the ABB Enterprise Relationship cost to serve value proposition
Educate the customers of the use of the Small Business Support Centre and value proposition that ABB offer
Make use of middle and back-office support networks to ensure effective on-boarding and complete end-to-end service delivery
Promote alternative delivery channels to clients
Provide support to the Sales Manager Enterprise and other team members where assigned
Ensure that all outstanding collateral conditions and conditions of credit grant are met

Banker Resume Examples & Samples

1) Leading client acquisition in the Mexican High Net Worth space
2) 6 years of experience working in the Mexican High Net Worth Market
3) Direct supervision of analysts based in the United States and located in multiple offices within the United States
4) Creating and developing a deep network in Mexico within the high net worth space
5) Providing clients with strategic advice and access to additional resources and product specialists in areas such as credit,investments, succession planning, fiduciary and banking
6) Knowledge of credit, investments, succession planning,fiduciary, and banking, and be well versed on the status of financial markets and the various asset classes which compose a client’s investment portfolio
7) Using the following JPMorgan Chase tools, systems and applications: Workstation, Due Diligence Database, Performance Management Central, and Manager Connect

Banker Resume Examples & Samples

Typically a minimum of seven years direct lending or credit support related experience with focus on business relationships
Extensive knowledge of Commercial Banking products and services
Strong sales management skills; demonstrate strong tactical selling and negotiation skills
Business development skills are essential; arranging and executing concise business calls
Must have demonstrated experience and an ability and track record to meet or exceed aggressive sales goals

M&A Banker VP to Director Resume Examples & Samples

Prepare valuations (DCF etc), comparable companies, precedent transactions analysis
Conduct due diligence investigations of client companies
Minimum 7 year experience in M&A experience with Financial Institution based in Japan

IBD Coverage Banker VP Resume Examples & Samples

Coverage banking in General Industry Group
Minimum 5 year Coverage Banker experience of in Investment bank based in Japan
GIG Coverage Banker experience at Global Investment Bank in Japan

Premium Banker Resume Examples & Samples

Work is moderately complex and specialized in nature and involves mostly straightforward challenge
Work is performed under general direction according to set parameters and set sales / performance target
Requires initiative and independent judgment in completing work but supervisor provides direction for unfamiliar situation
Work is reviewed for attainment of standards, achievement of targets, adherence to policies, procedures, and timeline
Decisions impact the productivity / performance of the functional area, customers and other employee
May work in call centre or branch environment where systems are available in meeting services quality objective
May be required to work shifts outside of regular business hour

ECM Junior Banker Resume Examples & Samples

Equity Capital Market executions
Main focus is Initial Public Offerings
Minimum 2 year Investment Bank, Commercial Bank or M&A Consulting experience in Japan
ECM Junior Banker experience ( IPO focus ) with Investment Bank in Japan

Team Banker Resume Examples & Samples

Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)
Demonstrates extensive knowledge of all CPB banking and products systems, platforms, tools and capabilities
Proven experience in a front office environment dealing directly with clients
Excellent relationship building skills (with clients, and across hierarchical levels and other functions)
Ability to cope with ambiguity & change – high adaptability
Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility

Service Banker, Hunter St Resume Examples & Samples

Banking amd/ or compliance operations experience within financial services is desirable
Customer service quality
Results orientated- proactive in providing solutions to clients

Multi Branch Banker S Brooklyn 86th St Resume Examples & Samples

Live the company values of Excellence and Do the Right Thing
Act as a Customer Advocate
Contribute to a customer-centric culture, continuous improvement, innovation and change
Meet set performance goals, demonstrate skills-based behaviors to achieve Multi Branch Senior Relationship Banker Certification status and recertify annually
Owns personal development and achievement of required responsibilities to become Banker Certified
Provide “in the moment” sales and service to all branches within District
Perform Designee duties to all branches as assigned
Creates customer awareness of alternative banking channel offerings, such as digital capabilities, ATM, online and mobile banking
Consistently uses needs-based assessment tools to analyze and determine customer needs
Recommends and sells appropriate solutions (Consumer and Small Business) in person, on the telephone or via other channels
Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs
As requested, participates in, leads and mentors associate training and sales meetings
Creates a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrates genuine interest in the customer by helping them meet their financial needs
Fulfills our customers servicing needs by researching customer inquiries, ordering checks/and or debit cards, returning phone calls, accepting and forwarding wires and other customer-originated needs with the intent of enhancing customer retention and engagement
Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
High school diploma, GED or equivalent certification or military experience
At least 2 years of sales experience
At least 2 years of Customer Service experience
Able to travel between branches in assigned local area
2 years of sales experience in a banking environment
1 year of supervisory experience
1 year of Relationship Banker experience

Multi Branch Banker S Brooklyn 74th St Resume Examples & Samples

Live the company values of Excellence and Do the Right Thing
Act as a Customer Advocate
Contribute to a customer-centric culture, continuous improvement, innovation and change
Meet set performance goals, demonstrate skills-based behaviors to achieve Multi Branch Senior Relationship Banker Certification status and recertify annually
Owns personal development and achievement of required responsibilities to become Banker Certified
Provide “in the moment” sales and service to all branches within District
Perform Designee duties to all branches as assigned
Creates customer awareness of alternative banking channel offerings, such as digital capabilities, ATM, online and mobile banking
Consistently uses needs-based assessment tools to analyze and determine customer needs
Recommends and sells appropriate solutions (Consumer and Small Business) in person, on the telephone or via other channels
Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs
As requested, participates in, leads and mentors associate training and sales meetings
Creates a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrates genuine interest in the customer by helping them meet their financial needs
Fulfills our customers servicing needs by researching customer inquiries, ordering checks/and or debit cards, returning phone calls, accepting and forwarding wires and other customer-originated needs with the intent of enhancing customer retention and engagement
Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
High school diploma, GED or equivalent certification or military experience
At least 2 years of sales experience
At least 2 years of Customer Service experience
Able to travel between branches in assigned local area
2 years of sales experience in a banking environment
1 year of supervisory experience
1 year of Relationship Banker experience

Service Banker Resume Examples & Samples

High Integrity
University graduate with min. 2-3 years working experience in Banking or related industry
Able to work under pressure
Knowledge on financial market and economic trend
Knowledge of branch functions and operations, security and control policies and procedures
Detail-oriented, independent and proactive worker
Good interpersonal, communication and telesales skills
Good at both oral and written English
Good PC skills

IBD TMT Sector Coverage Banker Resume Examples & Samples

IBD TMT Sector Coverage Banker
Minimum 2 year Investment Banking or Strategic Consulting experience in Japan
IBD Coverage Banker experience in Global Investment Bank based in Japan

Asset Management Private Bank Latin Private Client Direct Banker VP Resume Examples & Samples

Leverage and coordinate specialists (Investor, Credit, Trust/Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
Ensure each account meets with investment specialists
Build trust with clients and effectively manage relationships
Ensure that the proposed products and services maximize the clients' needs, goals and objectives within the clients’ risk profile
Extensive experience with and in-depth knowledge of fixed income, equities and mutual funds
Ability to communicate investment strategies to all levels of clients and prospects
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, and closing the sale
Ability to work in a team based environment and assist in the development and retention of junior team members

Senior Premier Banker Munster Resume Examples & Samples

Team Building/BMO Harris Linkages and Training25%
Active participation in branch and business partner sales, BMO Harris Linkages and training meetings including periodic facilitation of meetings
Represents the bank in community affairs and civic organizations to support Community Reinvestment Act
Excellent understanding of personal trust and investment management required. Outstanding sales, interpersonal and communication skills

Private Client Banker Resume Examples & Samples

Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Self motivated, assertive, performs well in a competitive sales environment
Understand how to interpret numbers, trends and data to make effective decisions

Phone Banker Resume Examples & Samples

Receive, reply to and resolve customer service and online banking communication inquiries utilizing superior time management skills
Through proper client verification, provide information regarding products and services on client accounts
Refer products and services to Business Partners within the bank
Utilize operational departments within the bank to expedite and resolve issues efficiently
Identify and report instances of possible fraud such as credit card fraud and identity theft
Achieve individual and departmental goals by promoting and cross-selling bank products
High school diploma or equivalent required. Education beyond high school preferred
Excellent verbal (telephone) and written communication skills
Strong working knowledge of external systems, PC based internet and software applications (Internet, Microsoft Office - Outlook, Word, Excel)
Credit card operations and/or credit card call center experience
One year banking, telemarketing and/or office clerical experience required
Strong sales, communication, decision-making, customer service, and analytical skills
Ability to multitask: multiple systems, screens, and tasks during customer contacts

Gcg-service Banker Resume Examples & Samples

Support Personal Bankers in process, compliance and system consultation
Review Cold reports on anti-money laundering activities and compliance on Unit Trust transactions to monitor and report risk and non-compliance matters
Perform regular self assessment on compliance and ensure proper documentation of all transactions to be ready for audit at all times
Comply with Citibank policies and procedures to ensure safety and security of bank's and customer's asset
Support cross selling and referral efforts to contribute towards overall sales
Continuously look for improvement opportunities to increase customer satisfaction and work efficiency
Tertiary education
At least 1 years experiences in branch frontline service

VP-banker Solutions Resume Examples & Samples

Defining the approach to ensure effective implementation of sales process requirements in a risk managed and commercially orientated fashion
Working closely with the Central Risk Team , QTCM team and Risk & Control functions to understand sales process requirements and advise on practical considerations that should be considered in design
Working closely with PDM Heads of Proposition and Banker Solutions colleagues to ensure alignment between sales process implementation and proposition design
Working closely with bankers and team leaders to shape and gain agreement to requirements and communicate designs, including representing the Banker Solutions team within the UKPB Banker Forum
Service managing Technology’s BAU service provision of key systems such as IP Portal and Pathway and related processes such as QRR generation and review
Defining and leading business engagement on delivery of technology changes to support the implementation of sales process and the wider agenda, including accountability for setting the ongoing development roadmap and for sign-off of all business impacting releases
Business lead on key projects such as FPA to CRM integration, Pitch Materials
Business lead on rewrite of Sales Process procedures within the F2B Programme
Ongoing management of WIM UK Sales Procedures to ensure reviewed regularly and updated to reflect required changes
Representing WIM UK in key governance forums e.g. the Gemini Methodology Steering Committee
The successful candidate will need a strong understanding of the key concepts of client and product suitability in a regulated investment sales environment and the WIM UK investment proposition
The ideal candidate will preferably have good knowledge of the supporting process and system architecture
The successful candidate should have experience of using multiple complex systems, in particular systems that cover client relationship management and financial markets trading
The ideal candidate will require experience of leading process and technical change as a project manager or business lead
The right candidate will have a quantifiable track record of delivering change in a complex area and be able to demonstrate a strong continuous improvement ethos
The successful candidate will have experience of conducting a similar role elsewhere within the financial services industry and have a valid qualification in the PM discipline (ideally Prince 2)
The ideal candidate will have experience and confidence in BPMN and process mapping
Excellent communication skills in the English language are essential

CDB Banker Resume Examples & Samples

Independently generate new NMTC investment opportunities through cultivation of prospects, calling on referral sources, and networking with centers of influence
Support business development for NMTC-eligible transactions - work with JPMC bankers, external contacts, sponsors and clients to identify and screen investing and lending opportunities
Conduct due diligence for and prepare approval documents for New Markets Tax Credit equity investments
Prepare term sheets and credit approval documents for New Markets Tax Credit loans
Create models for transactions involving multiple sources of capital, including New Markets Tax Credit equity
Lead deal teams consisting of internal and external partners to structure and close structured financings involving New Markets Tax Credit subsidy
Develop and maintain relationships with allocatees of the New Markets Tax Credits
Assist in the reporting and compliance requirements of JPMorgan Chase's New Markets Tax Credit allocations
Participate in meetings with customers and internal management
Liaison with internal business groups
Experience: Seven plus years of credit analysis, structured finance or equity investment experience
Knowledge/Education: MBA or advanced degree a plus, but not required. Knowledge of and use of New Markets Tax Credits strongly preferred
Skills: Strong analytic and writing skills. Excellent project management skills with the ability to multi-task. Excellent interpersonal, communication and teamwork skills. Strong computer skills, including Excel, Word and PowerPoint
Problem Solving: Demonstrated ability to work independently and within the context of a deal team. Demonstrated ability to motivate others to achieve client and deal team goals. Simplifies complex projects by focusing on key issues, activities and goals and identifying and acting upon a critical path. Able to identify obstacles and quickly create solutions to problems that arise

AM Pb-banker Resume Examples & Samples

Compiling and preparing pitches presentations
Assist in the day to day activity of existing clients
Prepare the client onboarding documents such as know your client
Populating and maintaining the deal pipeline and prospect lists
Working on ad hoc projects for the team
Supporting other team members where work load allows - to achieve time critical deadlines
Students of Business Administration, Finance, or related
Graduation in 12/2016 or later
Knowledge of financial markets
Be able to prioritize work, meet tight deadlines, and have strong attention to detail
Work well in a fast-paced team-based environment
Sales-oriented

Senior Premier Banker Resume Examples & Samples

Internal:Develop strong relationships with branch teammates through effective and continuous communication
Internal:Proactively work assigned customer base to identify expansion opportunities
External:Develop a target list of prospects to call on
Deposit,loan (including mortgage) and banking services:Highly specialized and detailed level of knowledge. Ability to deliver these products without assistance
Brokerage and Insurance Products including,mutual funds,MAAPs,fixed and variable annuities,term and long-term care insurance:Conceptual understanding required in order to profile customer needs at a high level and sell the value of Financial Advisor teammate
7+years professional financial services experience

Senior Premier Banker Naples Resume Examples & Samples

7+ years professional financial services experience
Insurance producer’s license required within 120 days of hire
Highly specialized and detailed level of deposit, loan (including mortgage) and banking services knowledge
Proficient computer skills

Senior Premier Banker Oshkosh Resume Examples & Samples

Business Services including retirement plans,business banking solutions,insurance,and succession planning: Conceptual understanding required in order to profile business owner needs at a high level and make a handoff to the appropriate specialist
Personal Trust and Investment Management:Conceptual understanding required in order to profile customer needs at a high level and make a handoff to Wealth Management
Retirement Cash Flow
College Funding
Experience working in the financial services industry with specific knowledge in the areas of products, services,pricing and profitability
Highly specialized and detailed level of deposit,loan (including mortgage) and banking services knowledge
Excellent understanding of business services including retirement plans,business banking solutions,insurance and succession planning required
Outstanding sales,interpersonal and communication skills
Outstanding presentation & public speaking skills

Service Banker Little Bourke Street Resume Examples & Samples

Client document preparation on behalf of sales staff
Managing client enquiries and requests such as
General credit card/Mortgage Credit enquiries

Wealth Banker Resume Examples & Samples

Client interaction including: gathering of information related to Transactional Banking, Credit, FX ensuring efficient Client interactions
Accountable for providing information related to the security status reports and performance of financial analysis
Ultimately responsible for ensuring that credit review processes is conducted on time
Liaise with the product houses to ensure credit tasks related to clients in terms of credit reviews, overdrafts and home loans are completed
CFA
CA (SA)
CFP / Advanced Post Graduate Diploma Financial Planning Law
Maters / Bachelors degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration)
Ideally should not under supervision for any sub categories under FSB licence of Absa Wealth advisory
Passed FSB regulatory exams
Minimum of ten years Private Banking management experience within a wealth management business and / or Capital Markets experience

Banker, Global Securitized Products Resume Examples & Samples

GSP is a recognized industry leader, consistently at the top of league tables, in a competitive business dominated by large banks across the street
Term issuance is market driven, with issuers timing their funding needs around their operational schedules as well as broader market conditions
Industry is heavily regulated
Credit analysis and return on investment hurdles are an integral part of any lending decision
Experience managing and building client relationships and strategy with active issuers
Ability to assume primary responsibility for transaction execution
Demonstrated capacity to assume transactional and client coverage responsibility
Creative in solving problems
Confident and comfortable with clients
Articulate in oral and written communication
Cooperative; focused in achieving the group and client objectives

Premium Banker Resume Examples & Samples

Work branch environment where systems are available in meeting services quality objectives
At least 1-2 years of experience in banking industry
Mutual Fund Licensing is a must. Requires Completion of
Understands / speaks Italian as a second language is an asset

International Banker Resume Examples & Samples

Requires a Bachelor's degree in business or a related field and 4+ years of experience in selling complex financial services products in Trade Finance and Foreign Exchange or other directly related experience
Extensive knowledge of credit and lending practices and specifically international trade products and banking services
Experience with working capital guarantee loans or other credit enhanced financing is preferred
Strong customer service and negotiation skills
Strong computer skills including Microsoft Office

Banker Assistant Resume Examples & Samples

Ongoing Sales Support: Provide ongoing sales support to the CB/BB including identifying sales and cross sell opportunities (by reviewing personal financial statements, tax returns, etc.), coordinating materials for presentations, setting up sales calls, maintaining prospect lists and making joint calls as required
Documentation Support and Accuracy: Originates, processes and ensures accuracy of loan documentation for closings. This includes (but not limited to) preparing CLRFs/LDRFs, BCU online applications, relationship summary, Master Servicing Plan, commitment letters, attorney letters; ordering credit reports and processing loan disbursements; ensures that all necessary documentation is included in loan packages prior to closing (i.e. EPA, Appraisal and exception approvals, etc.); attends closings as directed by the CB/BB
Ongoing Credit Servicing Support and Accuracy: Maintains ongoing credit servicing of the portfolio, including (but not limited to) resolving documentation exception issues within 90 days; maintaining service levels; updating financial statements; ensuring credit files are documented, organized correctly and up to date with required documentation; preparing files for all portfolio reviews. Run monthly Cognos reports, use to track maturing lines/loans and service levels
Monitoring of Past Due Credits: Follow up on portfolio past dues to ensure they remain under 1% at month end; initiates and maintains customer contact during the process; informs REVP of past dues greater than 25 days (those over 30 days need to be accompanied by an action plan)
Ongoing Customer Service/Office Support: Coordinates opening of deposit and other services with the retail branch; processes payments and line disbursements; handles customer requests for information and problem resolution; maintains working knowledge of financial products and services; performs variety of office support functions
Continuing Education: Participates in the BA education program for professional development, specifically focusing on credit analysis and understanding the business sales process. Participate in Regional BA meetings and activities as scheduled

Senior Premier Banker Resume Examples & Samples

Effectively work with branch and business partner teammates in a proactive and positive manner to assist in achievement of overall team goals. Contributions to the team include
Actively refers to teammates and business partners
Fully engages in all training programs asked to participate in to maintain a high level of financial services knowledge and competence

Client Solutions Banker Resume Examples & Samples

Communicate new ideas/products/strategies to the Municipal Finance Department
Develop innovative financing strategies for clients
Serve as a subject matter expert for financial products to assist senior bankers
Keep current with the latest financing strategies in municipal finance
Maintain up-to-date marketing materials for all strategies and products
Prepare financial analyses of potential and current transactions
Work with bankers to execute strategies and products
Gather, organize and analyze information necessary to prepare proposals, client presentations, offering statements and marketing materials
Gather information and documents to assist in the preliminary review of suitability, from a credit, compliance and business perspective, of all opportunities ensuring compliance with overall municipal strategy
Prepare credit and business case materials
Special Projects as directed by the Supervisor
Prepare marketing materials and participate in presentations for prospective clients, describing in detail the financing alternatives
Performs other tasks job related duties as assigned

Team Banker Levant Resume Examples & Samples

Excellent communication skills, written and verbal, in multiple languages as required
RDR compliant where relevant
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience

Banker Assistant Resume Examples & Samples

Maintains a working knowledge of all types of loans and prepares necessary documents and agreements for the loan package to ensure compliance with Federal regulations
Coordinates loan closings; reviews completed loan package; prepares; entries and forms required to book loan
Reviews activity reports of new and existing loans to determine accuracy of system information
May be responsible for negotiable collateral, financial statement requests, evaluation of stock collateral, call report forms, insider reports, the maintenance of credit files and monitoring of ACH line renewals and maturing loans
Assist with monitoring of past dues, clearing of overdrafts, NSF and advances/pay downs on Lines of Credit
Provides excellent service to customers and prospects
Works as a liaison with other departments with the company
May assist with answering customer calls, completion of expense vouchers and submitting invoices to Accounts Payable
May assist Business Bankers with customer or prospect calls or attending loan closings
Generates internal reports such as past dues, NSF’s, maturing loans, etc. to proactively support the on-going monitoring of the Retail Banking portfolio

Citiphone Banker Resume Examples & Samples

Bachelor's Degree in any related fields
0-1 year experience in customer contact position and related
Good communication Skill
Service oriented with excellent interpersonal skill
Having PC equipment skill
Be able to work under pressure and in shift (5 days work rotation/ week including night shift)

Relatiosnhip Banker Resume Examples & Samples

Build long-standing relationships with TCF customers by providing excellent customer service and maintaining thorough knowledge of all products TCF offers. Build customer trust and loyalty by proficiently answering customer’s questions; explaining policies thoroughly, and fulfilling customer needs
Serve as a TCF brand ambassador and TCF product and service expert. Promote a positive image of TCF with each customer every time
Efficiently gather customer information, identify financial needs, and educate the customer on TCF's products and services. Make appropriate recommendations to the customer to meet their financial priorities. Promote TCF products, services, and programs. Meet individually assigned sales goals with a high level of quality in terms of relationships and new accounts
Consult with customers on specific account needs; convey rates, service charges and restrictions, and offer available programs to improve the customer experience
Process transactions and engage in sales while communicating professionally, clearly and confidently. Perform services including wire transfers, customer information changes, death claims, accurate processing of IRA distributions/contributions, loan payment processing, and Regulation E and fraud claim resolution, adhering to TCF and Federal regulations. Investigate and resolve special account inquiries such as legal transactions requiring coordination with TCF counsel, outside attorneys, and customers
Consistently seek out prospective customers through referrals, affinity partners, community involvement, telemarketing, and direct mail programs
Balance terminal daily according to established procedures, locate and/or correct errors or missing information. Maintain accurate balancing/loss record that meets TCF guidelines
Maintain all audit requirements. Interpret and accurately process customer requests and transactions according to TCF guidelines. Maintain established controls such as check holds, identification procedures, and all other pertinent verification necessary to transact business
High school degree or GED, or working towards completion
Six months proven service results in a customer centric, results-driven environment. Ability to demonstrate a high level of enthusiasm for providing excellent customer service skills
Effective communication (verbal and non-verbal), interpersonal skills, and active listening skills. Ability to engage with customers; begin a conversation, build rapport, and handle objections. Comfortable asking customers about their personal finances
Demonstrated ability to communicate clearly and professionally while servicing customers
Highly developed skills and commitment to customer satisfaction
Ability to perform necessary calculations; proficient in basic computer skills
As a new hire will be required to attend and successfully pass all testing for TCF’s Relationship Banking training program
Previous customer contact/sales experience
Six months or more of cash handling experience

Senior Premium Banker Resume Examples & Samples

Work is moderately complex involving routine and non-routine situations / challenges
Position will provide oversight from a range of simple to fairly complex circumstances and will have designated authority within a possibility of having assigned limits
Work is specialized in nature and performed under general direction according to established methods and processes
Requires initiative and independent judgment in completing work, with unfamiliar situations or challenges addressed by the next level manager
Problem resolution involves judgment in applying or adapting procedures to address situations as well as searching for precedents or opportunities for continuous improvement
Outcomes are reviewed in terms of adherence to general policies, accuracy of methods, continuous improvement, and general efficiency
Work is reviewed for the attainment of standards, achievement of targets, adherence to policies, procedures, and timelines
Decisions have a direct impact on the functional area, customers and other employees
May work in call center or branch environment where systems are available in meeting services quality objectives
May be required to work shifts outside of regular business hours
May be required to travel within region to backfill sales responsibilities
2 - 3 years of experience in a customer facing role in the banking industry
Mutual Fund Licensing. Requires completion of
Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and
Completion of HSBC internal training/accreditation course such as
HSBC Way of Selling/HSBC Consultative Selling Skills
Completion of HSBC Premier Academy
World Selection (training provided by Asset Management Canada, AMCA)
Other sales, service and product training as required
Working towards Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
Understanding of HSBC’s regulation, practices and procedure governing RBWM deposit, lending and investments
Career minded with well-developed business development and relationship management skills
Excellent interpersonal
Able to communicate well in English,
Understands / speaks second language is an asset
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills

Credit Banker Resume Examples & Samples

Evaluate new loan and other credit opportunities; identify strengths and weaknesses of proposed transactions
Exceptional leadership skills including: an ability to motivate people to perform at their best, evaluate performance and provide real time feedback
As a credit approver, confidently exercise authority while clearly articulating the reasoning behind credit decisions. Provide timely, consistent and well thought out credit decisions
Size and structure loans to mitigate risks and liabilities
Present to senior management proposed loan transactions
Work with Client Executive to: draft term sheets, negotiate as needed with clients, work with counsel and loan administration to facilitate loan closings
Assist partners in managing credit underwriting resources, prioritize workflow activities with respect to clients and prospects
Monitor loan and portfolio performance post-closing, including covenant compliance, risk ratings and compliance with rules, regulations and policies
Manage and approve monthly construction loan draws
Contribute to the development and execution of client strategies in collaboration with Client Executives
Prepare Investment Committee Memorandums, Credit Approval Packages and Risk Rating recommendations
Preferably, 10+ years of commercial banking/lending experience, including extensive credit, structuring, closing, and loan documentation experience
Superior credit, lending, documentation, and transaction experience. Specific experience in construction loan management. Experience in Commercial Real Estate Credit is required
Knowledge of credit and JPMC or similar bank policies and procedures preferred
Strong interpersonal skills to deal with clients, counsel, products partners, and senior management
Completion of a major corporate banking credit training program
Demonstrated significant accounting and finance knowledge, as well as knowledge of real estate fundamentals and concepts
Experience with cash flow modeling and financial statement analysis, preferred
Excellent communication skills including the ability to be: a good listener, diplomatic yet confident and forceful in doing what is right and able to articulate your position to Sr. management
BA/BBA required; MBA a plus

VP / Banker IBD Resume Examples & Samples

Develop creative ideas and solutions based on deep understanding of client needs and Citi product range
Create effective client presentation and marketing materials incl. pitch books, written proposals, etc
Oversee preparation of internal and external transaction documentation, incl. new business memoranda, M&A process marketing documents (e.g. information memoranda), greenlight and commitment memoranda, analyst and investor presentations, etc
Responsibility for co-ordination and leading of working parties upwards and downwards, across teams and external parties (e.g. client, lawyers, consultants)
Maintain regular and frequent dialogue with industry product partners to assist with coverage efforts
Develop and execute business while efficiently leveraging resources
Develop and cultivate client relationships on senior executive and executive management level
Keep up-to-date on developments in the core product areas to explore and refer opportunities
Support more senior bankers in day-to-day business and transaction execution
Manage and oversee all internal processes related to deal execution and transactions (incl. KYC, AML, conflict check, Risk committees, etc.)
Mentor analysts and associates, provide guidance and feedback, manage information flow to and from analyst and associates, share credit and exposure with analyst and associates as appropriate, take ownership of work products of juniors
Take ownership for internal efforts such as junior development, recruiting
Excellent academic track record
University degree or equivalent academic background
Major in business administration, finance, accounting and / or economics desirable
Substantial work experience within a financial services organisation
Deep experience of analysing financial data and financial modelling
Demonstrate an in-depth knowledge of corporate finance products and how they meet client needs
Experience of managing and executing corporate finance transactions
Knowledge of accounting, legal and compliance principles and procedures relating to the role
Seven to ten years of experience in the investment banking division of a major international bank or equivalent
Strong quantitative and analytical skills (incl. financial modelling)
Strong communication skills and fluency in English and German languages (both orally and written)
Pronounced thinking skills (incl. understanding of complex situations and risks)
Sets examples of integrity, creativity, initiative and resourcefulness for the team
Excellent interpersonal skills – ability to create and sustain good personal contacts within the client group, balancing client requirements and Citi’s priorities
Self-Starter – prepared to take the initiative to follow up on open workstreams, whilst exercising judgment as to when to seek assistance
Networking – maintaining close contact with product and industry partners within Citi
Team Player – ability to work in partnership with other individuals on day-to-day and long term projects

Compact Branch Banker Resume Examples & Samples

Ability to leverage technology (e.g. Sales Wall) to uncover opportunities to deepen client relationships
Use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, etc)
Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc)
Demonstrate expertise in Smart branch technology to deliver remarkable client experiences and satisfy sales and service needs (e.g. competence in using teller NBS system & cash recycler to assist customers)
Educate clients on self-service capabilities and encourage use of digital service channels (e.g. CBOL, ATM, TCR, etc.)
Knowledge of and fluency in use of Smart Banking tools and technologies in order to facilitate remarkable client interactions

Premier Banker Appleton Resume Examples & Samples

Proactively work assigned customer base to identify expansion opportunities; review total relationship and profile information to identify expansion opportunities
Develop a target list of prospects to call on
Develop a 1-2 year sales and sales strategy plan. Identify Centers of Influence (law firms, accounting firms, etc.) to call on and develop two-way referral relationships where appropriate
Maintain a quality loan portfolio focused on increasing profitability, low delinquency, and minimal losses while adhering to the bank’s loan policy
Follow-up on all customer requests, issues and concerns in a timely manner and provide feedback to management as necessary
Business Services including retirement plans, business banking solutions, insurance, and succession planning. Conceptual understanding required in order to profile business owner needs at a high level and make a handoff to the appropriate specialist
2-5 years professional financial services experience

Premier Banker North Water Resume Examples & Samples

Personal Trust and Investment Management: Conceptual understanding required in order to profile customer needs at a high level and make a handoff to Wealth Management
Insurance producer’s license required within 180 days of hire
CFP preferred or equivalent professional designation
Excellent understanding of brokerage and insurance products
Excellent understanding of business services including retirement plans, business banking solutions, insurance and succession planning required
Excellent understanding of personal trust and investment management required
Outstanding sales, interpersonal and communication skills

Banker Resume Examples & Samples

Ten (10) + years of experience in working directly with HFAs
Minimum BA/BS required. MBA preferred
Outstanding quantitative skills pertaining to the price-yield and general cash flow work associated with tax-exempt MRBs (cash flow expertise is a must)
Strong written and oral communications skills
Able to successfully manage many ongoing client needs and execute sound judgment in a highly-compliant and transparent banking environment
Series 7 and Series 63. Additional registration may be required upon hire

Banker Resume Examples & Samples

Measurable track record of successfully selling to high net worth clients
Bachelors degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred
Thorough knowledge of specific geographic market
Established network of COIs (centers of influence) and sources for referrals

Ecosystem Banker Resume Examples & Samples

Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
Required to approach and engage clients in a non-traditional, open architecture branch setting to identify the financial needs of the clients. May require standing 60-70% of the work day
Digitally-savvy; strong technical aptitude
Strong financial/business acumen

VP, Banker Resume Examples & Samples

Lead the preparation and presentation of issuer-facing client presentations to secure underwriting mandates, provide updates on market conditions, share insights on investor activity, and lay plans for the distribution/marketing of live transactions
Develop relationships with municipal investor customers (and their Citi sales coverage) and build deep knowledge of their investment goals and activities
Synthesize all available information to prepare brief credit summaries of municipal issuers for the DCM team as they assist in the development of ratings agency and investor roadshow presentations
Work with team of data analysts to create investor targeting presentations for issuers, and share the findings with issuer clients and their financial advisors
Work in concert with our Capital Solutions Group to present municipal issuers with short-term (floating rate) products, derivative solutions, and other ideas to meet their financing needs
Minimum BA/BS with 6-10 years experience in banking, consulting or finance
Excellent oral and written communication, organizational and interpersonal skills, as well as the ability to multi-task under tight deadlines
Demonstrated ability to lead the creation and delivery of high-quality presentations to clients
Experience managing, training, and developing junior talent
Experience with credit analysis and familiarity with financial statements
Familiarity with and interest in global financial markets and economics
Prefer work experience in municipal finance
Series 7, 52, 63 and 79 preferred and/or will be required to obtain necessary registrations

Ecosystem Banker Resume Examples & Samples

Develop strategies to grow the small business client base. Implement appropriate sales plans to target Book of Business customers. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Handle credit requests less than $250K
Significantly contribute to the branch small business goals

Premier Banker Central Florida Resume Examples & Samples

Minimum six years experience of direct sales in a retail financial services environment; with direct sales of deposit and loan products as well as sales or referrals of investment products to small business and mass affluent clients
A minimum of FINRA Series 6, and 63 registrations (or equivalent) and insurance licenses (Life, Health and/or Variable Products) must be active and maintained or must be obtained within 120 days of job entry date
Prior experience in a comparable position at a top 20 financial services company

GWM Client & Banker Experience Resume Examples & Samples

Work with business to define business problem, data required, and success criteria
Define statistical and modeling techniques and assumptions
Define algorithms and coding requirements
Develop features and derived data
Build analytics models and assess models
Design test and evaluate models and results
Communicate findings to business sponsors and IT leaders
Experience with data analytic technologies like Greenplum, SAS, Big Insights, R and other tools
Experience building predictive models using structured and unstructured data
Strong work ethic, self-starter who is creative with a 'can-do' attitude
Team player exhibiting professional maturity, personal integrity, and excellent interpersonal skills
Appetite for driving and leading innovation
Effective presentation and communication skills for all levels of the organization
Excellent people and program management skills
Proven record of effective leadership including the ability to handle conflict, build productive

Mobile Banker Resume Examples & Samples

Results driven with strengths in effective sourcing of new business relationships
Superior networking and interpersonal skills
Strong understanding of the current lending market and local business knowledge
Exceptional influencing, negotiation and time management skills
Focused on creating exceptional customer experiences

Moment Banker Resume Examples & Samples

Delivering an expert service to clients, using multi-channel communications, including telephone, email, letter, fax and internet messaging
Accurately identifying all clients, adhering to policy and client due diligence regulations
Receiving and actioning multi-channel, multi-currency requests and being pro-active in achieving set personal and departmental targets
Owning and managing client dissatisfaction, adhering to the complaints and escalation procedures, maintaining accuracy and quality levels at all times, in order to facilitate great client experience and avoid any financial loss
Being seen as a subject matter expert; working with the rest of the team to support process adherence and, on occasion, contributing to the delivery of projects
Adaptability in your approach and attitude
Application (30mins): On your application we'll ask for information like your contact details, education and work experience. You’ll also be required to upload a CV, so it's a good idea to have it ready

Small Bsuiness Central Direct Banker Resume Examples & Samples

Manage and grow your lending and deposit portfolio
Deliver customer experiences that consistently exceed expectations
Identify referral opportunities for Small Business Central Sales teams and Bankers in other segments of the organization
Processing Business lending applications and driving focused conversations
Ensure future business growth opportunities are not overlooked
You will receive comprehensive on the job training, followed by regular coaching and development so you have the skills and knowledge you need to meet performance targets and be successful
Hold a Degree in Business/Commerce/ Finance or be working towards completion (desireable but not essential)
Lending accreditation
Proven track record of sales results though people and a passion for servicing customers
Have the ability to meet deadlines and perform under pressure
An ability to have amazing, customer-centric conversations

Essential Banker Resume Examples & Samples

Delivering an expert, quality-driven service to clients
Providing a first-class experience for all our customers, demonstrating ownership of all queries and acting as the first point of contact for all their day-to-day banking requirements using various communication methods
Proactively educating clients on the features and benefits of the international proposition, and managing clients throughout the proposition tiers
Acting on client prompts to capture data and making changes to accounts in line with agreed procedures across the Service Centre
Excellent qualifications including GCSE Grade C or above (or equivalent) in both Mathematics and English Language
A strong level of computer literacy and proficient keyboard skills
The ability to maintain high levels of visual and aural concentration when locating and interpreting screen-based information, while continuing a dialogue with the client
Interview: If you’re successful at assessment we'll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred timeslot via an online booking system

Essential Banker Resume Examples & Samples

The ability to work calmly and constructively under pressure
An understanding of the importance of meeting and exceeding client expectations
Confidence in your ability to talk to clients in detail on our products, services and channels

AM Pb-banker Resume Examples & Samples

Bilingual; Spanish and English
Current college student
General knowledge of financial markets and investments
General knowledge of the Wealth Management business
Performance driven and ambitious
Strong relationship management and team building skills

100

Digital Banker Resume Examples & Samples

Approach and engage clients in a non-traditional, open architecture branch setting to identify the financial needs of the clients. May require standing 60-70% of the work day
Proactively identify and address client sales and service needs; appropriately convert service requests into sales
Use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, etc.)
Energetically greet and interact with clients on the bank floor
Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Citibank Online Banking (CBOL), ATM, Teller Cash Recycler (TCR), etc.)
3-5 years banking, retail other related direct sales and service experience

101

Gcg-service Banker Resume Examples & Samples

Review cold reports on anti-money laundering activities and compliance on Unit Trust transactions to monitor and report risk and non-compliance matters
At least 1 year of experience in branch frontline service
Knowledge of banking products and services, as well as exposure to investment products and process would be an advantage
Strong team player with good relationship management skills and problem solving skills

102

Natural Resources Banker Resume Examples & Samples

EITHER: Bachelor’s degree plus a minimum of 3.5 years’ investment banking experience
OR: MBA with up to 2 years’ post-MBA investment banking experience
Current investment banking experience, including knowledge of debt & equity financing and M&A; expertise in related modeling and valuation techniques is required
Candidates who have investment banking experience in other industry sectors but have a demonstrated interest in Natural Resources will be considered
History of outstanding academic and professional achievement

103

Natural Resources Banker Resume Examples & Samples

Candidate must have completed an undergraduate degree and be available to start immediately (subject to any notice period required by their current employer, if applicable)
Bachelors Degree in engineering or equivalent
Natural resources banking and transaction experience preferred
Personal integrity, initiative and leadership qualities
Prior investment banking experience a significant asset

104

Gcg-universal Service Banker Resume Examples & Samples

Proactively seek to identify customer needs and cross-selling opportunities and referring leads to the appropriate channels for follow-up
Take full ownership of customers’ problems and ensure complete customer satisfaction of problem resolution
Provide backroom service support to the personal banking team in the branch
Assist in the analysis of customer trends to enhance sales and service management process
Perform check encashment in both local and foreign currencies at the counter
Identify sales opportunities and make appropriate referrals
Handle counter enquiries
Assist in investigations relating to cash transactions/services
Highlight the bank’s various distribution channels to new and existing customers and recommend alternative Citibanking service access points
Educate customers on alternative service access points
Assist in the processing of check/cash deposit in the 24 hours banking area
Collect information and data for managerial decisions
Exercise care and diligence in the course of duty for detection of counterfeit notes and traveler check, forgery, money laundering etc
Deliver superior Citibanking experience and satisfy service needs
Provide feedback to management on ways to enhance processes and service delivery
At least 1 year of frontline experience in the service or finance industry
Minimum GCE ‘A’ level with good credits in English and Mathematics
An eye for details
Knowledge of relationship building process
Proficient in Microsoft applications and in adapting to new technologies
Knowledge of banking products and familiarity with internal banking operations would be an added advantage
Able to work on shifts and weekends
Responsible and supportive team player

105

Banker Resume Examples & Samples

A desire to be in a sales focused environment
A drive to achieve targets
Highly developed problem solving skills, negotiation skills and demonstrated ability to prioritise and complete tasks in a time critical environment
Ability to work well in a team
Have strong customer service skills
You must be available to work a rotating roster; the centre is open from Monday-Friday 8am-9pm
Selling loans, credit cards, general insurance policies, along with personal & business deposit products to personal and self employed applicants. Plus business deposit products to business customers
Identify cross-sell opportunities when assessing customer's financial needs, close sales and refer more complex products to appropriate specialists
Having quality conversations with your customers to maintain strong relationships
Demonstrating professional and ethical behaviour in all your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position

106

Transactional Banker Enterprise Resume Examples & Samples

Conduct after-sales visits with clients to ensure effective sales and service delivery
Adhere to the bank’s policies and procedures and ensure compliance
Take co-ownership with Relationship Executives for the portfolios’ risk management
Achieve sales targets relevant to the strategic initiatives of the Business Enterprise accounts segment

107

Transactional Banker Resume Examples & Samples

Monitor clients’ performance for risk indicators and perform formal reviews
Monitor adherence of covenants and conditions and discuss deviations
Create and maintain a detailed due diligence record of the client portfolio's
To assist in client solutioning and credit application process
Request updated valuations on properties which serve as security for facilities
Identify the need for a meeting between high risk clients, Credit and Business support
Manage and communicate the risks associated with outstanding securities
Identify problematic or high risk clients and advise Credit accordingly
Request and manage outstanding Financial Statements
Adhere to Bank’s credit policies and procedures
Manage and drive deal forum process to ensure quality applications are submitted
Issue facility letters to clients after reviews have been compiled and new facilities granted
Maintain accurate and up to date credit files and all client related communication
Identify and drive cross-sell opportunities
Achieve cross-sell and sales targets
Conduct regular client visits and initiate changes to Business Banking products
Prepare holistic, comprehensive, high quality call reports for distribution
Adhere to the bank's policies and procedures and ensure compliance

108

IBD Junior Banker Resume Examples & Samples

Providing support in the exception of M&A transactions, corporate finance assignments
Minimum 2 year experience Mega Banks, Japanese Securities, Big 4 audit firms, Global Investment Bank or Strategic Consulting firms
Junior Candidate with no more than 7 year working experience
IBD experience at Global Investment Bank in Japan

109

Premier Banker Resume Examples & Samples

Works with a dedicated portfolio of clients to identify needs and sell investment, deposit and loan growth opportunities
Responsible for managing the full relationship of customer between the banking and brokerage
Reviews and advises clients on investment needs and utilizes brokerage systems and product sets to meet identified needs
Opens core banking products and services based on client need through thorough needs analysis and review
Work within the multi-channel Wealth Advisory model to refer clients based on need and level of service
Consistently meet minimum sales and service scorecard goals balanced between banking and brokerage responsibilities
Complies with all policies/procedures related to the new account process and investment account opening and suitability standards
Completes all licensing and training including new hire and continuing education requirements per bank and broker-dealer standards
LI-KH1
Required license(s) or certification(s) Series 7, 63, 65 (or 66 in lieu of 63 & 65), life and health
2 years of experience of functional/professional experience

110

Priority Banker Resume Examples & Samples

Create lead referrals and call on specialists to assist. (Daily Appointment Sharing)Interview clients who request new products and assist them to complete the required documentation. Complete motivations for credit approval and follow up the process to ensure that the product is loaded within the required turnaround time
When client request accounts to be closed, determine whether the customer could be retained
Proactively educate customers to use alternative channels. (Client migration)
Analyse sales achieved against targets agreed on a daily basis for new and existing clients. Discuss with the branch manager and include action plans to address any shortfalls in sales
Action all instructions, general queries and complaints related to requests from affluent customers and respond directly to the customers. Ensure correct escalation process is followed should actions not be resolved within the service level agreement
Score credit applications using the bank’s scoring system. Escalate and motivate items that do not pass system scoring to credit for further review

111

Compact Digital Banker Resume Examples & Samples

Achieve sales goals in all categories
Perform calling activities including proactive outbound sales as well as follow up
Take full ownership of clients’ problems and ensure complete client satisfaction with resolution
Results-oriented; self-starter, entrepreneurial -orientation

112

Premier Banker Lic Resume Examples & Samples

Minimum four years experience of direct sales in a retail financial services environment; with direct sales of deposit and loan products as well as sales or referrals of investment products to small business and mass affluent clients
Has and/or will maintain continuing education coursework to keep licenses and/or registrations in active standing
If applicable, demonstrates ability to meet or exceed minimum performance standards specific to investments and insurance

113

Digital Banker Resume Examples & Samples

Be the small business expert in the branch
Cross sell treasury and related small business products
Cross sell business owners and employees
Establish and maintain key relationships and business contacts within the community and targeted industry segments and strategic initiatives to create opportunities for growth. Refer opportunities to segment partners where appropriate
3-5 years Small Business/Retail/Sales and Service experience

114

IBD Coverage Banker Resume Examples & Samples

Provide Investment Banking solutions to major Japanese corporate
TMT & GIG Sector coverage
Minimum 3 year Coverage Banker experience of in Investment bank based in Japan
Coverage Banker experience of in Global Investment bank based in Japan

115

Service Banker Resume Examples & Samples

Protects the Bank's financial interests by controlling and balancing the assigned cash drawer and negotiable items received/disbursed. Maintains acceptable balancing record per established standards
0 – 1 year teller or cash handling experience (level I)
Basic knowledge of bank products and services (level I)
Operate a ten-key adding machine
Photocopier
Use fax machine

116

Transactional Banker Resume Examples & Samples

Follow through on the lead generation identified by the Credit Analyst
Make use of middle and back-office support networks to ensure on-boarding
Ensure that all outstanding collateral conditions have been met

117

CPB Latam Banker Team Leader Argentina Cluster Resume Examples & Samples

7+ years of experience in Private Banking or the Affluent Market Segment. Preferably 5+ years in a sales management leadership and/or supervisory role
Bilingual in Spanish and/or Portuguese required
Demonstrated track record in relationship selling
Experience in selling new products, based on client need
Experience in working on teams and influencing diverse resources
Required licenses: Series 7, 63

118

Am-private Bank Banker Resume Examples & Samples

Conduct research on existing clients in order to complete Know Your Customer reports
Prepare performance reports and meeting materials
Collaborate with integrated team members to analyze client needs and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
Students of Economics, Business Administration, International Relations
Graduation in July 2017 or later
Knowledge of general economics and financial markets

119

Priority Banker Resume Examples & Samples

Contact assigned customers, and follow up on referrals and leads, to discuss their financial needs and to solution the customer appropriately
Sell the appropriate products to the customers ensuring that all legislative and regulatory requirements are met
Complete detailed assessments of client needs for banking products and other financial products, including Insurance, using the Customer Needs Analysis Tool
Complete motivations for credit approval and follow up on progress thereof
Ensure transparency and open dialogue between credit and client by communicating the clients’ requirements and giving feedback on the banks position regarding these requirements
Ensure that all legislative and regulatory requirements are met
Negotiate where needed, appropriate rates with the various product owners
Educate customers to use alternative channels – Client Migration
Analyse sales achieved against agreed targets on a daily basis
Action all instructions, general queries and complaints related to requests from customers and respond directly to the customers
Ensure that all compliments and complaints are captured according to the CCP (Customer Complaints Process)
Follow up with clients who have outstanding FICA documentation based on the listing supplied from Operations Department
Administer the completion and release of security documentation and keep the customers informed of the status
Interact with various stakeholders on a regular basis and provide coaching on sales process and identification of leads

120

Phone Banker Resume Examples & Samples

Experience within a sales, customer service or contact centre environment
Exceptional verbal and written communication skills
Ability to build rapport over the telephone in a short space of time
A customer focused 'can do' attitude

121

Transactional Banker Resume Examples & Samples

Competencies
Working with people
Relating and networking
Persuading and influencing
Presenting and communicating information
Analysing
Creating and innovating
Delivering results and meeting customer expectations
Entrepreneurial and commercial thinking

122

Flex Service Banker, San Clamente Resume Examples & Samples

Adheres to Bank’s security and audit procedures
Processes customer transactions efficiently and accurately. Follow policies/procedures to minimize losses
High School or equivalent combination of training and experience
1 – 2 ½ years teller or cash handling experience
Good knowledge of bank products and services
Proficient in moderately complex branch transactions and processes using branch systems
Answers telephone and screens calls
Balance figures
Perform math and analysis
Detail orientation
Computer terminal

123

Senior Premier Banker Resume Examples & Samples

The advisor based approach to dealing with this customer segment requires the following levels of product knowledge: Deposit, loan (including mortgage) and banking services: Highly specialized and detailed level of knowledge
Ability to deliver these products without assistance
Brokerage and Insurance Products including, mutual funds, MAAPs, fixed and variable annuities, term and long-term care insurance: Conceptual understanding required in order to profile customer needs at a high level and sell the value of Financial Advisor teammate. Business Services including retirement plans, business banking solutions, insurance, and succession planning: Conceptual understanding required in order to profile business owner needs at a high level and make a handoff to the appropriate specialist
Team Building/BMO Harris Linkages and Training
Effectively work with branch and business partner teammates in a proactive and positive manner to assist in achievement of overall team goals
Contributions to the team include: Active participation in branch and business partner sales, BMO Harris Linkages and training meetings including periodic facilitation of meetings. Actively refers to teammates and business partners
Represents the bank in community affairs and civic organizations to support Community Reinvestment Act. Fully engages in all training programs asked to participate in to maintain a high level of financial services knowledge and competence
Leadership Participates and provides leadership on Bank and community committees or boards charitable, civic, and social organizations. Responsible for increasing the Banks visibility within defined markets. Mentors Premier Bankers and Premier Banking Support Staff
Directs the activities of Premier Support Staff
Technology, Tools and Resources 10%Maintain a high level of user proficiency related to systems used for sales, operational procedures and customer management
Understand the capabilities of MandI Financial Advisors financial planning technology including: Retirement Cash Flow Asset Allocation College Funding
Number of Preferred Relationships: 300+Total Portfolio Size (millions) $75M - $100M+Total Brokerage Penetration: 20% - 30% or greater
Monthly Sales and Referral Production (millions): $1.4M Portfolio Revenue Growth: $40,000 + annually
Quarterly Sales and Referral Revenue: $40,000+
Series 6 and 63 required within 120 days of hire Series 65 or 66 required (with the exception of WI) within 180 days Insurance producers license required within 120 days of hire
Excellent understanding of brokerage and insurance products. Excellent understanding of business services including retirement plans, business banking solutions, insurance and succession planning required
Outstanding presentation and public speaking skills

124

M&A Banker Resume Examples & Samples

Perform Execution work in M&A Transactions
Screening M&A opportunities
Minimum 3 year M&A experience in Commercial Bank or Investment Bank ased in Japan is must

125

Premium Banker Resume Examples & Samples

At least 2 years of experience in banking role
Knowledge of HSBC’s products and services is an asset
Understands / speaks Cantonese &/or Mandarin is an asset

126

Banker Resume Examples & Samples

Qualifications
7+ years of experience in the financial services industry, specifically within Banking
Strong leadership and relationship building skills, outstanding communication and presentation skills with the ability to express ideas in a persuasive, confident, organized and articulate manner

127

Senior Premium Banker Resume Examples & Samples

A strong sense of ownership, responsibility and accountability
An excellent understanding of wealth management and understanding client need
The jobholder forms an integral part of the wider HSBC management team. As part of this wider team the jobholder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial and Premier
Investment Funds in Canada Course; Canadian Investment
Funds Course; or Canadian Securities Course; and
Able to communicate well in English

128

Phone Banker Resume Examples & Samples

Refer products and services to business partners within the bank
Identify and report instances of possible fraud such as credit/debit card fraud and identity theft
Operations and/or call center experience preferred

129

Senior Teller / Branch Banker Resume Examples & Samples

Provide professional client service, which includes, but is not limited to: performing accurate transactions, greeting the client, smiling, using the client’s name during the transaction, and thanking each client for his or her business. Refer clients to other branch team members and specialists as needed
Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, Cashier's checks, and redeeming savings bonds
Prepare individual daily balance of teller cash transactions as well as other reports as necessary
High School diploma or equivalent
Ability to successfully complete all Bank training required for position of Senior Teller
Demonstrated ability to execute on all Teller-related duties
Ability to travel to accommodate temporary staffing needs as required
Ability to work weekend hours and/or extended hours; regular, reliable attendance is critical

130

LBO Banker Resume Examples & Samples

Perform Execution work in LBO Transactions
Screening LBO opportunities
Create financial models
Minimum 3 year LBO experience in Commercial Bank or Investment Bank based in Japan is must

131

Inbound Merchant & Echannel Servicing Banker Resume Examples & Samples

Outstanding written and verbal communication skills
Be tech savvy with excellent computer skills
Have an analytical mindset geared towards resolving problems
Have excellent time management and problem solving skills to be able to meet strict deadlines
Be available to work 5 consecutive days across a 7 day rotating roster with hours falling between 7am-10pm Monday- Sunday

132

Syndication Loan Banker Resume Examples & Samples

Perform Execution work in Syndication Loan ransactions
Screening Syndication Loan opportunities
Conduct Financial Statement analysis
Lead Valuation and Due Diligence
Minimum 3 year Syndication Loan experience in Commercial Bank based in Japan is must

133

GIG Coverage Banker VP to Director Resume Examples & Samples

Coverage banking in GIG Group
Provide Investment Banking solutions to major General Japanese companies
Minimum 7 year Coverage Banker experience in Investment bank based in Japan
Native level fluency in written and spoken Japanese and Business level English

134

Banker Resume Examples & Samples

Lead and drive the strategy for an assigned/self-originated portfolio of TRBs between $150 M and $1,000 M and approx. 200 – 400 clients
Initially introducing the client to the Citi platform and subsequently servicing and deepening relationship by offering and marketing a wide array of financial services from our vas product partners, while adhering to highly professional and ethical standards
Manages Goals over banking products, as well as focus on retention and growth
Responsible for all control aspects for the customer: AML, Alerts, profile update. Protects the bank and the client by complying with relevant policies, procedures, legal and regulatory framework
Skills and Abilities required
5+ years’ sales experience, including 5+ years’ banking sales experience and experience in US
3+ years’ branch or other sales experience against an offshore target market customer base (e.g. Private Banking, Citigold)
Superior sales/relationship building skills. Ability to handle difficult customers and escalate as needed
Good knowledge of Banking and Assets Products, Asset allocation experience preferred
Comprehensive knowledge of the economic trend, competition, events and their potential effect on customer's finance
Languages: Advanced English skills. Fluent in relevant language, based on client population
Languages: English and Spanish (Portuguese is highly desirable)
Entrepreneurial Skills and Mindset

135

Cbna-gcg Service Banker Resume Examples & Samples

Support Relationship Managers in process, compliance and system consultation
Perform regular self- assessment on compliance and ensure proper documentation of all transactions to be ready for audit at all times
At least 1 year experience in branch frontline service
Strong team player with good relationship management skills and problem-solving skills
Meticulous and organized

136

Banker Resume Examples & Samples

Thorough understanding of the Private Banking business, including all services and products offered to Private Bank clientele, including investments, multi-currency depository products and cash management, credit and lending, trust services and estate planning
Understanding of every asset class product: equities, fixed income, private equity, hedge funds, and mutual funds
Cross-border markets (Brazil local markets and the U.S.) and applying this understanding in order to customize asset allocation portfolios as well as offer cross border credit solutions
Preparing and assisting with client portfolio reviews on an ongoing basis
Implementing a business development strategy with centers of influence (including in country attorneys, estate planning specialists, accountants and commercial banking executives) in targeted regional wealth management markets in Brazil
Conducting extensive due diligence (including reputational risk assessment, credit risk and balance sheet analysis and investment suitability review) on potential clients and business transactions; and,
Creating and interpreting asset allocation models, wealth projections, single stock diversification, and correlation models in accordance to risk profiles of Brazilian individual clients

137

Junior Banker Resume Examples & Samples

May work with others to conduct interviews with customers to establish financial needs emphasizing financial counseling and lending, and processes requests or will make appropriate referrals
May assist with obtaining and providing all required documentation to customers as applicable to loan process
Responsible for new business development. Participate in sales and cross-selling full range of banking products and services to present and potential customers
Register and obtain a unique identifier number from the Nationwide Mortgage Licensing System as a Mortgage Loan Originator as well as keep the license in force by submitting updates when personal information changes and to complete the annual renewal of the license
0 - 3 years of commercial lending or related experience required. Experience with credit analysis preferred
Working knowledge of all bank products and services. Direct sales and business development experience
Strong sales, communication, cross-selling, sales planning skills
Experience working with Microsoft Office applications
Ability to complete credit analysis courses within the first three months of employment

138

Premium Banker Resume Examples & Samples

Supervisor Level 1
Cash In: 50,000
Cash Out: 20,000
Transfer Limit: 2,000,000
Clearing Limit: 2,000,000
Officer Approval for Overlimit Account: 100,000
Note: Cheq/withdrawls and Deposits limits subject to Letter of
Authority and will not exceed those listed here
Understands / speaks a second language fluently is an asset

139

Phone Banker Resume Examples & Samples

Refer products or services to Business Partners within the bank
Identify and report instances of possible fraud such as debit card fraud, kiting and identity theft
High school diploma or equivalent. Education beyond high school preferred
Excellent telephone and written communication skills
PC and CRT experience

140

Banker Resume Examples & Samples

Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Sell bank products to new and existing customers, using the established company sales process while maintaining sales and procedural proficiency in all services offered at the bank
Opens deposit and loan accounts, verifies and processes changes to existing accounts, answers customer questions and resolves related account problems. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued
Ensures positive public perception by extending a warm welcome to existing or potential customers, and identifying their needs, presenting solutions through product benefits, overcoming resistance, completing the sale, and nurturing relationships, personally committing to consistently exceed customer expectations, every time, everywhere
Prepare all documents and paper work, assist customers with signing documents necessary to complete transactions, receive initial deposits and/or transfer funds from existing accounts or prepares sight draft to obtain funds
Maintain sufficient proficiency and accuracy in Teller operations to perform all teller related transactions including inquiries and new account posting while exceeding customer expectations
Assists the Bank Manager as needed and acts as a mentor and trainer for other Personal Bankers within an office or region. May perform some sales coaching activities and helps prepare reports and sales aids. Participates in community and business functions/group to ensure a positive image for the bank within their market place
Opening or closing of retail bank, performing routine functions in preparation of the start or end of day’s activities including ATM balancing and/or servicing
In the absence of the Bank Manager, mentor and guide Universal Bankers to provide excellent customer service and identify sales opportunities while maintaining operations activities at the branch
Proactive aisle prospecting required for in-store branches

141

Priority Banker Resume Examples & Samples

Create lead referrals and call on specialists to assist. (Daily Appointment Sharing)
Interview clients who request new products and assist them to complete the required documentation. Complete motivations for credit approval and follow up the process to ensure that the product is loaded within the required turnaround time
Research the sales potential in the local area through reviewing the local media and local demographic information to attract potential new to bank customers
B-degree in Finance, Commerce or Banking (NQF level 6.)
3 years must have been in a sales environment
Relevant working experience in driving and meeting targets in a sales environment
Proven track record of above in a sales environment will be advantageous
Experience in the financial services industry will be an advantage preferred
Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status

142

Moment Banker Resume Examples & Samples

Delivering an expert, quality-driven service to brand new clients to introduce the business proposition, welcome clients, identify any key issues and understand their needs
Providing a first-class experience for all our customers, demonstrating ownership of complex issues, providing solutions & resolving complaints, using various communication methods
Creating relationships with clients, deepening conversations and providing a “human banking” experience for our clients
A commitment to provide a world-class service and drive our dedication to the client experience

143

Banker Resume Examples & Samples

Conducting extensive due diligence (including reputational risk assessment, credit risk and balance sheet analysis and investment suitability review) on potential clients and business transactions
Creating and interpreting asset allocation models, wealth projections, single stock diversification, and correlation models in accordance to risk profiles of Brazilian individual clients; and,
Must speak, read, and write in the Portuguese language

144

Priority Banker Pavillion Resume Examples & Samples

Contact the referrals and leads of assigned customers to discuss their financial needs and to solution the customer appropriately
Sell the appropriate products to the customers ensuring that all requirements in terms of FAIS (Financial Advisory), FICA (Client Identification) and NCA (Credit Rules) are met
Negotiate where needed appropriate rates with the various product owners
Educate customers to use alternative channels. (Client migration)
Proactively participate in the local business and community forums
Analyse sales achieved against targets agreed on a daily basis for new and existing clients
Action all instructions, general queries and complaints related to requests from affluent customers and respond directly to the customers
Ensure that all requirements in terms of FAIS (Financial advice in terms of the Financial Advisory and Intermediary Service Act), FICA (Client Identification in terms of Financial Intelligence Centre Act) and NCA (Credit rules in terms of the National Credit ACT) are met

145

Senior Premier Banker Resume Examples & Samples

Number of Preferred Relationships: 300+
Total Portfolio Size (millions) $75M - $100M+
Total Brokerage Penetration: 20% - 30% or greater
Monthly Sales & Referral Production (millions): $1.4M
Portfolio Revenue Growth: $40,000 + annually

146

Premier Banker Resume Examples & Samples

Total Brokerage Penetration: 15% - 20%
Portfolio Revenue Growth: $20,000-$35,000 annually
Quarterly Sales and Referral Revenue: $33,000

147

Innovative Banker Trail M/f/x Traineeship Resume Examples & Samples

You actively contribute to the strategic projects that relate to change and innovation
You develop your client-orientation, entrepreneurship and innovation skills throughout the programme
You become the motor that drives changes

148

Preferred Banking Offices Senior Preferred Banker Resume Examples & Samples

Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience
Participates in maintenance of the branch office to represent the office in a positive manner
5+ years proven relationship banking experience
Ability to work well under pressure
Organizational and time management skills
Computer skills

149

Senior Preferred Banker Resume Examples & Samples

Assist Relationship Managers with business development and participating in inside and outside business development calls
Open new deposit accounts and ensure a smooth transition for clients joining the bank
Obtain all required documents, staying up to speed on all procedural, technology, product and process changes or updates
Provide on-going excellent customer service
Maintain and grow existing client relationships
Thorough knowledge of existing and new bank products as they are released
Work with other team members to provide a more efficient sales and workflow environment
Generate leads and grow the business through active networking and client referrals
Perform duties and responsibilities specific to department functions and activities, and as required by supervisor
Adhere to and comply with all federal and state laws, regulations and guidance, including those related to anti-money laundering (Bank Secrecy Act, Patriot Act, Anti-Money Laundering, etc). Identify and report all suspicious activity to the AML officer
Know and verify the identity of any customer that enters into a relationship with the bank
Minimum 3-5 years of experience in private banking with proven success in cultivating business relationships
B2B sales
Business account analysis
Setup of business products, such as Remote Deposit, ACH, Positive Pay
Knowledge of retail banking policies, regulations, procedures and documentation
Prospect development
Clear and concise communications
Professional appearance

150

Preferred Banking Offices Preferred Banker Resume Examples & Samples

Processes customer transactions according to branch policies and procedures
Prepares and balances daily work, bank deposits, ATM and Night Depository
Creates a memorable customer experience for current and potential customers
2-5 years prior Financial Services experience

151

Preferred Banker Resume Examples & Samples

Assisting Relationship Managers with business development
Responsible for acquiring all required documents
Thorough knowledge of existing bank products and keeping up to date with new products and services
Work with other team members (Relationship Managers, loan processors, client liaison) to provide a more efficient sales and workflow environment
Adhering to Bank policies and procedures
Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Minimum 3 years experience in private banking

152

Preferred Banker Resume Examples & Samples

Outside business development calls with Relationship Managers
New business development calls for self-sourced portfolio
Cash Management presentations and demonstrations
Detailed analysis and comparison of current banking relationship
Transitioning the client over to the Bank, ensuring a smooth transition
Responsible for obtaining all required documentation
Provide on-going excellent customer service including hand-holding the top 10% of the RM’s client base
Maintain and deepen existing customer relationships increasing current products per client
Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)

153

VP, Banker Resume Examples & Samples

Develop new FHA, FNMA, USDA & Tax Exempt Bond business through direct interface with prospective clients, vendors, associations, and regional HUD and USDA offices
Understand, analyze, and effectively communicate complex financial structures and operations issues related to the market rate and housing sectors
Produce and/or supervise credit analysis and the compilation of credit enhancement and government agency packages
Review and analyze legal contracts such as applications, commitments, and loan and bond documents
Make presentations to management and boards of prospective clients as well as at state and national association meetings and conventions
Interface with clients to obtain necessary documentation and appropriately manage the closing process with a variety of capital sources
Minimum of five years’ experience in the financial industry, preferably in the housing sector or commercial real estate banking
Working knowledge and experience with some or all of the below structures: FHA insurance; FNMA loan structures including bond credit enhancement; USDA guarantees; Tax Exempt bond structures typical of housing; Federal and local subsidy programs; Low Income Housing Tax Credits
Series 7 Licensed Securities Representative (or Series 79, 52 and 63 if applicable)
Entrepreneurial and ambitious
Exhibits appropriate professional standards and highest degree of integrity
Impeccable compliance record
Proven track record of strong interpersonal skills and the ability to develop and maintain relationships
Ability to multi-task, handle multiple projects, and function under tight timeframes
Ability to prioritize and manage multiple tasks; excellent planning and organizational skills
Must be resourceful, flexible, and maintain the ability to react and respond quickly with a focus on accuracy
Strong aptitude for accuracy and detail management
Able to work independently as well as function in a team-oriented setting
Displays initiative and strong sense of personal motivation as well as responsibility
Analytical and problem solving ability
Ability to travel extensively throughout the region working long hours, including some weekends as necessary
Proficient in MS Office (Excel, Word, Outlook, etc.)

154

Specialized Industries Banker Resume Examples & Samples

Originating new business through new and existing client relationships in the industry vertical
Leveraging industry contacts and deal experience to identify opportunities for Regions Securities LLC And Regions Bank
Creating and managing strategic, long-term relationships with client decision makers (CEO, CFO, Treasurers, Private Equity Group Partners and Principals, etc.)
Participating in client meetings, client planning sessions and monthly product partner meetings
Guiding transaction processes from initial engagement through final close, including deal structure, financial modeling, internal approval/compliance processes and documentation
Communicating and interacting with both core and extended client team members from across the firm, as well as with internal partners and product areas
Participating in the recruitment, development and training of junior banking teammates
6 years of corporate and universal banking experience in the Not for Profit Healthcare and Medical Office Building sector
Extensive industry and capital markets/advisory product knowledge
Prior corporate lending experience preferred
Strong negotiation and interpersonal skills
Network of industry client contacts
Demonstrated positive management/leadership skills and principles
Proven ability to lead by example and effectively manage a deal team
Experience developing others as a mentor, and idea leader

155

Main Banker Resume Examples & Samples

Prepare deposits to send to bank for all revenue drops
Transfer table games chips and currency to cages
Balance the Bams and TRUs daily
Scan checks for electronic deposit
Excepts daily revenue drops from count room
Accurately verify and load cash cassettes for TRUs
Troubleshoot jackpot stations as needed during business hours
Fill cassettes when low on currency Monitor TRUs and fill when needed throughout their shift
Run all end of day reports
Ensure that all departmental and organizational policies and procedures are followed
Ensure all state lottery regulations and policies and procedures are followed
Perform as a team member and assist fellow associates to ensure a smooth operation
Greet guests appropriately, treating each person as an individual and in a professional manner
Ability to perform all duties and complete other duties as assigned
High school diploma or GED preferred
Basic math skills including addition and subtraction
Previous cash handling experience
Must be able to obtain and maintain a West Virginia Greyhound Racing License
Must be able to obtain and maintain a West Virginia Lottery Validator Manager License
Role model the GuestPath Universal Service Standards interacting positively through relationships with guests, fellow associates and members of the management team displaying genuine concern and mutual respect for people’s needs
Understand the goals and vision of the organization and demonstrate commitment to those goals in terms of individual and team performance
Provide leadership to others through example and sharing of knowledge and skill

156

Senior Premier Banker Resume Examples & Samples

Number of Preferred Relationships: 100 – 250
Total Portfolio Size (millions) $25M - $50M
Monthly Sales & Referral Production (millions): $1M
Level of Independence and Experience: Some manager oversight needed

157

TMT Banker Resume Examples & Samples

Play a key role in the execution on a deal or proposal; must master all the aspects of executing a transaction and creating new business presentations, including but not limited to financial analysis/modeling, industry research, preparation of offering memoranda and other written materials, interaction with clients, and efficient use of the Firm’s resources
Conduct due diligence, compose memoranda, prepare documentation and serve as a key member in the negotiations of terms
The individual should be able to manage a transaction with minimal supervision, and coordinate the activities of all team members, the client, the lawyers, and the accountants
Participation in such activities as task forces, recruiting and training is an important way for VP to broaden their exposure throughout the Firm and make a meaningful contribution to the Barclays Capital franchise
Minimum 3 years of investment banking experience as an AVP in financial capital markets; prior M&A and transaction experience in equities markets is preferred
Work Quality/Productivity: Consistently produces high-quality, accurate work in a timely manner. Demonstrates strong attention to detail. Takes responsibility for checking the work of Analysts. Demonstrates ability to manage multiple assignments and handles pressure well. Prioritizes tasks and is well organized. Minimizes unnecessary work
Quantitative/Problem Solving: Demonstrates a strong grounding in accounting, finance, and the capital markets. Masters the appropriate analytical techniques and computer models. Identifies key issues, skillfully analyzes problems, and arrives at conclusions which facilitate the execution of a transaction or the development of a new business proposal
Project Management Skills: Is an effective manager of junior team members support staff, providing clear and thoughtful guidance, support, and training. Makes an effort to keep the whole team involved in the project. Sets realistic expectations and deadlines and is respectful of the team member’s other commitments
Contribution to the Firm/Teamwork: Works cooperatively with others at all levels throughout the Firm and is viewed as a team player. Recognizes that recruiting, training, and participation on task forces are part of his or her responsibility and enthusiastically gets involved in these activities without supervision

158

Main Banker Resume Examples & Samples

Ensures that all State and departmental regulations and procedures are being followed
Maintains a safe work and customer environment
Associate Degree or equivalent experience preferred
Intermediate computer skills including routine data input and record keeping

159

Puerto Rico Junior Banker Resume Examples & Samples

Support Relationship Managers in the analysis and evaluation of new transactions, restructure and refinancing of existing loans in accordance with lending criteria
Manage a limited number of relationships that generate high quality earnings
Become an active and trusted team member in front of the client as part of the Relationship Team
Assist in the identification and execution of new business opportunities with institutional clients and prospects
Support Relationship Managers in presenting credit opportunities to credit committee
Primarily responsible for maintaining the clients’ credit files updated at all times
Be able to market and originate monoline products and services to key decision makers and influencers to a broad range of Institutional clients and prospects; managers and assigned set of relationships
Identify new business opportunities and execute of transactions/deals that will generate incremental revenues
Gain a broad understanding of the bank’s products and the bank’s credit policy and process
Maintain updated financial information of lending clients
Primarily responsible to monitor compliance with financial covenants in accordance with credit agreement
Coordinate with Credit Risk Management Unit to make sure credit facilities are identified and established adequately in the credit systems
Effectively communicate with other financial institutions representatives on Syndicated Credit Facilities
Primary responsible to ensure all credit reviews are approved within deadlines and ensure Banking has no expired credits
Prepare presentations with macroeconomic data as required by the Business
Participate in client visits as required
Gain a thorough understanding and review of loan agreements and ancillary documentation
Prepare and keep updated the client plans assigned
Document calling efforts and clients’ visits through preparation of call memos
Monitor and approve (or recommend for approval if not a credit officer) transactions and/or daily overdrafts for assigned accounts and serve as back-up for others
Provide support with fees monitoring and collections effort of past due invoices
Other responsibilities can be assigned
2+ years of Financial Services experience
Bachelor’s Degree majoring in Accounting or Business Administration
Word, Power Point & Excel proficient
Strong Interpersonal Skills
Excellent verbal communication and writing skills in English and Spanish
Fully Bilingual (English & Spanish)
Quality and Service oriented
Ability to maintain professional relationships with top management
Flexibility to work overtime
Able to be proactive, productive and organized
Computer literate and full dominion of Microsoft Office Applications with particular emphasis

160

Transactional Banker Resume Examples & Samples

Make effective use of the client planning and solutioning tools (sales tools) to ensure in-depth understanding of client needs, in order to provide client with the best solutions
Follow through on the lead generation identified from by the credit analyst on cross-sell opportunities
Operate and position ABB in a dynamic and highly competitive market place by

161

Licensed Banker Resume Examples & Samples

High School diploma required. College degree in business related field preferred
All applicants must possess an active Life/Health Insurance License and Series 6 & 63 licenses. Licenses are required to discuss and sell investment or insurance products with potential or existing customers
All internal applicants must meet minimum sales performance requirements
Sales and service experience required with a minimum of 2 years preferred
Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship
A track record of working effectively in a team environment and building solid relationships
Ability to work branch hours, which may include weekends and some evenings
Business & financial acumen
Relationship building
Investment products
Customer needs assessment
Forging client trust
Cross selling

162

Licensed Banker Resume Examples & Samples

All external applicants must at a minimum possess an active Life/Health Insurance License or Series 6 license. Licenses are required to discuss and sell investment or insurance products with potential or existing customers
All applicants must successfully pass the Kehrer-Limra aptitude test to qualify (not required if successfully passed a Life/Health or FINRA license exam in the past 5 years)
Self study is required to obtain all required licenses. Your continued employment as a Licensed Banker is contingent upon successfully passing all exams within the specified timeframes
The licenses must be obtained in the following order

163

Essential Banker Resume Examples & Samples

Delighting the customer by offering a professional, caring, consistent and outstanding level of customer service
Building trust by engaging in conversations and active listening to customers to be able to anticipate and meet the servicing needs of all customers
Striving to exceed customer expectations and be empowered to deal with customer requests at first point of contact, only handing off where this adds value in the eyes of the customer
Creating exceptional customer experiences for everyday queries and complaint handling by taking responsibility and using all resources to proactively intercept and address customer issues efficiently and effectively
Demonstrating a strong level of competence in our digital products, enabling you to proactively educate your customers to have confidence in consistently using alternative channels of their choice, at times to suit them
Emotionally connecting with customers and work with colleagues in a collaborative way to deliver a consistently exceptional and ‘seamless ‘customer experience
Acting with honesty and integrity. Work with colleagues to create a respectful and motivating environment to attract, inspire and develop colleagues who share our purpose and values
Being proactive, visible and engaging. Provide effective banking hall coordination and assist customers with their essential everyday needs, providing every day banking solutions where appropriate
Undertaking till management and till balancing and take responsibility for cash management and controls. Complete all back office and administration activities such as updating customer records and building customer contact information
Taking an active interest in the local community. Getting involved in activities that support Barclays contribution to the wider community’s needs
Ensuring that all activities and duties are carried out in full compliance with regulatory requirements, Barclays Operational Risk Framework and internal Barclays Policies and Standards
Taking ownership of your own development and training, maintaining an effective development plan that supports continuous development in the role

164

Essential Banker Resume Examples & Samples

Customer - Making the customers' lives much easier by building relationships, understanding and meeting their needs and ambitions
Colleague - Working collaboratively with colleagues across Barclays, undertaking the training necessary to be the best I can be. Developing knowledge and skills to be recognised as a role model
Community - An active supporter of, and contributor to, the local community. Ensuring Barclays maintains and strengthens its reputation as a responsible and caring organisation
Company - Providing excellent customer service to help grow our business in the local community. Empowering colleagues to make Barclays the ‘Go To’ bank
Delight the customer by offering a professional, caring, consistent and outstanding level of customer service. Build trust by engaging in conversations and active listening to customers to be able to anticipate and meet the servicing needs of all customers
Create exceptional customer experiences for everyday queries and complaint handling by taking responsibility and using all resources to proactively intercept and address customer issues efficiently and effectively. Know where to go to get support if they cannot be resolved immediately
Demonstrate a strong level of competence in our digital products, enabling you to proactively educate your customers to have confidence in consistently using alternative channels of their choice, at times to suit them
Undertake till management and till balancing and take responsibility for cash management and controls. Complete all back office and administration activities such as updating customer records and building customer contact information
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Barclays Operational Risk Framework and internal Barclays Policies and Standards
Take ownership of your own development and training, maintaining an effective development plan that supports continuous development in the role. Be confident in using technology and keep knowledge up to date on products and services across all channels. Complete all appropriate mandatory and regulatory training

165

AVP Banker Resume Examples & Samples

Play a key role in the execution on a deal or proposal; must master all the aspects of executing a transaction and creating new business presentations, including but not limited to financial analysis/modelling, industry research, preparation of offering memoranda and other written materials, interaction with clients, and efficient use of the Firm’s resources
Conduct due diligence, compose memoranda, prepare documentation and serve as a key member in the negotiation of terms
As the AVP progresses, he or she should be able to manage a transaction with minimal supervision, and coordinate the activities of all team members, the client, the lawyers, and the accountants
Expected to learn about the market for Barclays Capital services and its products and form a network of internal/external relationships as part of the division’s cross-selling efforts
Develop effective working relationships and to demonstrate a strong commitment to the Firm’s goals and values
Should strive to make a positive impact on the people around him or her by being a team player and an effective project manager, consistent with Barclays Capital emphasis on a cooperative and supportive work environment
Minimum 1 year of investment banking experience as an AVP in financial capital markets; prior M&A and transaction experience in equities markets is preferred
Industry exposure in areas such as industrials, consumer/retail, real estate, technology and communications, natural resources, etc would be an advantage
Initiative/Work Ethic: Takes ownership of projects and drives the process but also knows when to ask for help. Requires minimal supervision
Judgment: Demonstrates insight in making decisions regarding the project and the client. Forms opinions and is discreet about confidential information
Communication Skills: Excellent communication skills in English and Japanese, both written and verbal
Participates effectively in meetings and presentations. Speaks articulately and with confidence. Makes persuasive arguments. Defends position and answers questions well. Demonstrates an ability to sell the Firm’s services
Client Skills: Forms effective relationships with counterparts at clients. Responds quickly and accurately to client requests. Anticipates client needs. Develops solid understanding of the market for Barclays Capital services. Participates in client meetings and client calls
Contribution to the Firm/Teamwork: Works cooperatively with others at all levels throughout the Firm and is viewed as a team player. Recognizes that recruiting, training, and participation on task forces are part of his or her responsibility and enthusiastically gets involved in these activities

166

Transactional Banker Enterprise Nelspruit Resume Examples & Samples

Make effective use of the client planning and solutioning tools for the top 30% of the portfolio to ensure in-depth understanding of client needs, in order to provide client base with the best solutions
Follow through on the lead generation identified from the BDL listing for cross-sell opportunities
Operate and position ABB in a dynamic and highly competitive market place by interacting with all relevant stakeholders driving key initiatives to secure client retention and growth
Maintain overall ownership for servicing the client on all matters related to cross-selling, by driving relevant internal support networks to ensure the complete end-to-end service delivery. Escalate on deviations from Internal Service Level Agreements (SLA's) to line management
Co-operate and work well with others in the pursuit of organisational objectives and team goals
Attend team meetings and contribute fully, including suggestions for ways of improving customer service and meeting targets
Take responsibility for personal learning to help develop pro-active career and life attitude Keep abreast of regulatory changes through regular training

167

Zrelationship Banker Resume Examples & Samples

Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
Bilingual (fluent verbal and written) skills where applicable
All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates’ proficiency, meaning their ability to perform the critical job tasks and demonstrate the key “how” behaviors
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Bachelor’s degree or business relevant associate degree (examples: business management, business administration, finance)
Financial/Banking center experience

168

Priority Banker Resume Examples & Samples

Achieves individual sales goals
Resolves customer and associate issues in Branch Manager's absence
Monitors branch service quality levels
Coaches staff to achieve branch sales and service goals
May assist in scheduling staff, making selection decisions and reviewing and counseling staff
Stellar customer service
Ability to work with money transactions with high degree of accuracy

169

Collections Banker Resume Examples & Samples

Collect delinquent payments
Work with customers to prevent liquidation while minimizing company interest losses
Document activity
Familiar in applicable computer software systems to include word processing, databases and spreadsheets
Excellent organizational and customer service skills
Good analytical and problem solving skills, including attention to detail

170

Preferred Banking Offices Preferred Banker Resume Examples & Samples

Demonstrates thorough knowledge of all branch operations and banking policies and procedures
Demonstrates thorough understanding of all banking products and customer needs
Promotes and cross-sells new banking products and services to customers
Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
Establishes and maintains professional relationships with customers to ensure repeat and referral business
Actively contributes to the attainment of individual and branch sales goals
Ideal candidate should have

171

Banker Resume Examples & Samples

Develop and implement continuous (independent and joint) calling programs and interactions/discussions with assigned accounts and on prospective clients to create a continuous flow of incremental business opportunities
Credit process initiation, including proposal preparation, loan administration and remedial action as required
Prepare quarterly credit call memo for all relationship under management
Negotiation of loan/credit terms and conditions, pricing determination for various products, closing of transactions and follow up after sales
Responsible jointly with Risk nalyst for initial, annual and interim credit review of all assigned relationships credit
Design and sell, in conjunction with product managers, solutions that meet customers’ particular needs
Work closely with Citiservice in providing account management and customer service to key customers
Responsible for achieving revenue goals from assigned relationships in the most cost effective manner
Maintain asset quality to avoid delinquent or impaired asset portfolio
15 years post-graduation experience out of which 10 years must have been in the banking industry and at least 3 years must have been on a senior manager or equivalent position
Mandatory working experience in at least 3 major areas of banking operations
Minimum continuous credit and financial analysis experience of 4 years or relevant experience from other areas of the bank or other companies
Customer management and negotiation skills
Interpersonal Skills
Ability to recognize and explore business opportunities
Very strong Marketing, Credit and Analytical skills
A BSc / BA degree
A postgraduate degree and relevant professional qualifications will be an added advantage

172

Experienced Banker Resume Examples & Samples

2+ years banking or comparable experience that includes cash handling, and a track record of outstanding customer service
Strong attention to detail and the ability to proficiently preform a wide variety of tasks
Proficiency with Microsoft Word, 10-key, and a variety of office equipment, knowledge of Excel software applications
High school diploma, vocational training, or equivalent

173

Junior Banker Resume Examples & Samples

Within established guidelines, analyze credit and financial information for customers. Identify potential risks in portfolio credit quality and present to bank management to determine appropriate solutions and/or to properly monitor ongoing problem loans
Proactively market clients and prospects; represent Great Western Bank in the local banking and business communities; develop a network of referral sources. Demonstrates understanding of customer cash flows
Develop and manage a commercial/ag portfolio of $0-5mm+
Bachelor’s degree in Business Administration, Agriculture, Finance or related area, or equivalent related experience required. Advanced Accounting course completion preferred
0-2 years of commercial lending or related experience required. Experience with credit analysis preferred
Strong attention to detail with good communication, customer service, analytical, and sales skills
Working knowledge of all bank products and services

174

Experienced Banker Resume Examples & Samples

Works on assignments that are complex in nature (i.e., NSF reports, balancing store cash, ensuring audit safety and soundness of store) where considerable judgment and initiative are required in resolving problems and making recommendations. May determine methods and procedures on new assignments and may provide guidance to other associates
Accepts and accurately processes all financial transactions
Maintains responsibility for cash drawer and follows proper balancing procedures
Provides excellent customer service by providing answers and assistance for customers’ questions and concerns
Reviews and maintains knowledge of products, fees and policies and stays current on offerings for product suggestions. Opens and processes complex consumer and moderate to complex small business deposit accounts, providing cash management solutions for businesses such as merchant services, payroll and ACH. Cross-sells other bank services and refers customers to other departments as appropriate
Originates and processes complex consumer loans
Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as defined by the bank, if applicable
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training
May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
Requires a high school diploma, vocational training, or equivalent and customer service skills
2-5 years of banking and/or demonstrated sales experience
Strong attention to detail and the ability to multi-task effectively
Knowledge of bank operating procedures, practices and policies
Consumer lending origination skills required
Ability to maintain confidentiality, use tact and diplomacy; maintains professional dress and demeanor
Requires reading, writing, and basic arithmetic skills

175

Rover Mlo-experienced Banker Resume Examples & Samples

Travels within a geographic area
Ability to understand and follow directions
Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment
Demonstrated sales skills
Valid drivers’ license
Requires basic reading, writing, and arithmetic skills
Completion of high school, vocational training, or equivalent

176

IBD Coverage Banker Resume Examples & Samples

Cover TMT clients
Cover M&A, ECM, DCM, IPO deals
1+ years of experience at a Japanese or international investment bank or global consulting firm
If coming from consulting, must have valuation/M&A experience
Background working in a global investment bank/consulting firm
Native level Japanese speaker, business level English

177

Licensed Banker Resume Examples & Samples

Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop
Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction
Maintains and calls on a client book of business
As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures
Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking
Demonstrated strong customer service skills - Excellent communication skills and ability to work in a team environment
Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) - Ability to work branch hours to include weekends and occasional evenings
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank)

178

Premier Banker Unlicensed Resume Examples & Samples

Proactively work with branch business partners to identify specific existing customers meeting the target profile and create a calling plan
Develop a 1-2 year sales and sales strategy plan
Establish weekly external calling goals and maintain an electronic pipeline of your calling efforts
Two to five years professional financial services experience
Ability to adapt to rapid advancements in technology, and the changing nature of the banking environment. Open to learning and adopting new technology and/or ways of working

179

Preferred Banking Offices Preferred Banker Floater Resume Examples & Samples

Files and maintains bank records in compliance with branch policies and procedures
Interest in Sales
Proven and demonstrated customer service experience

180

Preferred Banking Offices Preferred Banker Resume Examples & Samples

7+ years proven relationship banking experience
3+ years proven supervisory experience
Ability to work independently and take initiative and ownership
Possess an enthusiastic and professional attitude

181

Senior Premier Banker Resume Examples & Samples

3+ years professional financial services experience
Series 6 & 63 required within 180 days of hire/transfer into role
Life & Health licensing required within 180 days of hire/transfer into role

182

Service Banker Resume Examples & Samples

Assist branch sales staff in the areas of customer engagement, risk control, paperwork and administration
Take full ownership and provide solutions to customers’ problems and ensure satisfaction of problem resolution
Exercise due diligence in customer care to ensure good customer contact experience with Citibank, e.g. follow-up and call back to customers
Maintain a high standard of accurate and error free work to avoid compliance breaches to include reducing and minimising critical errors and write offs
Assist and provide effective operational & compliance support in the control functions, including all weekly, monthly and quarterly branch function reviews, to comply with local/global policy regulations and procedures
Comply with Citibank Policies & Procedures to ensure the safety and security of the bank and its customers

183

Premier Banker Resume Examples & Samples

Manages and grows a book of mass affluent customers, defined as customers with $250 thousand and $5 million of investible assets and median household income of $150 thousand per year
Proactively retains and grows the existing book, and attracts and builds new customers
Works closely with the branch and various business units to generate cross sale referrals
Interfaces with attorneys, real estate agents, CPA's, and clients for referrals
Connects with customers to establish OneWest Banks "One Customer at a Time" standard
Guides customers through more complex financial needs by dedicating time to engage customers in meaningful conversation
Helps navigate customers through OneWest Banks products, services, and resources
Builds on customer relationships by serving as the primary contact, notating what was learned, and following up on expectations
Minimum of 5 years experience as a Premier Banker or similar position
Demonstrated success at building a deposit book of business totaling at least $40 million
Experience in leveraging resources such as lending, business banking, and investments as well as aligning products and services
Demonstrated success at developing jumbo mortgage lending and commercial lending
Experience in reviewing and analyzing customer information to identify needs and create solutions
Must have high competency in the banking industry, banking channel, and products
Must be conversant to expert on all bank products and services
Must be able to build and sustain business relationships
Must possess a desire to learn, have an inquisitive nature, and the motivation to seek answers and provide solutions
Must be able to write reports, business correspondence, and/or procedure manuals
Initiative and strong judgment, including the ability to review a situation and identify opportunities or issues and drive their expeditious resolution
Must have good recall and be detail-oriented and highly accurate
Strong work ethic, self-motivation, flexibility, and comfort with a fast-paced environment
Must have excellent interpersonal skills and be able to work effectively in a team environment
Must have strong organizational skills with a proven ability to multi-task and manage multiple projects

184

Entry Level Banker Resume Examples & Samples

Thrive in a high energy, fast-paced and supportive team environment
Be driven by your passion to exceed our customer expectations and leave a lasting positive impression
Have excellent time management and problem solving skills
Be able to navigate your way through multiple computer systems whilst being on the phone
Be available to work 5 consecutive days across a 7 day rotating roster with hours falling between 7am-9pm Monday- Friday and 9am-6pm Saturday and Sunday
Previous contact centre, retail, customer service, or sales experience – preferably in a fast paced and dynamic environment

185

Phone Banker Resume Examples & Samples

Making outbound calls to current and prospective customers who have expressed an interest in one of our mortgage products
Providing all of our customers with a world-class customer service experience by providing them with polite, accurate and efficient service
Asking customers questions in relation to their needs and home loans to better identify how we can help them moving forward
Ensuring there is a strong focus on first call resolution and that you are available to speak with customers at scheduled times

186

Priority Banker Durban North Resume Examples & Samples

Complete detailed assessments of client needs for banking products and other financial products, including Insurance. (Customer Needs Analysis Tool)
Complete motivations for credit approval and follow up the process
Ensure that all compliments and complaints are captured according to CCP (Customer complaints process)
Ensure that all transactions are processed within processing mandates
Process requests from customers for audit certificates, bank codes and account confirmation letters
Score credit applications using the bank’s scoring system
Interact with various internal stakeholders on a regular basis to coach them on the sales process and how to identify leads

187

Enterprise Banker Resume Examples & Samples

NQF Level 5; Diploma in commerce/ marketing/finance or equivalent
At least 3 years of sales banking experience in a commercial banking environment
Online Assessments: We'll then ask you to complete online assessments if you have passed our minimum screening criteria. You will also receive an email with the link to these assessments so you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles
Outcome: Following your interview we'll be in touch within five working days to advise you of the outcome

188

Service Banker Resume Examples & Samples

Working with People
Delivering Results & Meeting Customer Expectations
Following Instructions & Procedures
Coping with Pressures & Setbacks
Presenting & Communicating Information
Adhering to Principles & Values
Relating & Networking
Banking and/or compliance operations exposure within financial services

189

Premier Banker Resume Examples & Samples

Source through prospecting, referrals from centers-of-influence as well as successfully leveraging internal and external partnerships
Secondary focused on sales & service activities for non-mass affluent customers as required by the branch manager
FINRA Series 6 & 63
Life and Health insurance license within state of employment
Ability to build and execute successful sales plans
Demonstrated knowledge of products and services for core banking
Excellent verbal communication and influence skills
Has a proven track record of acquiring and retaining Mass Affluent customer relationships by providing relevant solutions
Exudes a credible, trustworthy, and professional image at all times. to meet customer needs
Completion of at least one year of active service in Santander
Completion of at least nine months in current position
Be in “Good Standing”

190

Select Banker Resume Examples & Samples

Responsible for growing the profitability, relationship depth and retention of a small portfolio of existing customers through telephone outreach and in-person appointments
Determines and sells appropriate product and service solutions to meet all banking, borrowing, and investment needs of High Value prospects and customers by exploring needs, as well as providing outstanding customer service
Conducts customer appointments and engages in customer conversations following a prescribed sales process designed to effectively uncover customer needs and provide relevant customer solutions
Reviews customer needs to pro-actively recommend and sell products or services to the customer and responds to all customer service
Cross-sells all of Santander's products & services including Deposit, Credit, Investment and Insurance products through outreach and appointment banking
Develops and maintains relationships with business partners to increase cross-sell opportunities and achieve sales goals
Actively engages in outbound calling from a lead list. Leverages other lead sources to supplement weekly outreach efforts
Actively engages in customer outreach efforts focused on acquiring new High Value customers. Outreach efforts will include but not limited to lead lists, internal and external referrals, prospecting, and referrals from centers-of-influence
Manages a portfolio of no more than 150 High Value customers with responsibility to deepen, retain, and improve the profitability of these relationships
At least 1 to 3 years’ experience in banking/financial services
Minimum 2 years sales and portfolio/relationship management experience
Bachelors or Equivalent Experience: Between 1 - 3 Years
Excellent sales, prospecting, customer service and portfolio management skills
Exudes a credible, trustworthy, and professional image at all times
Has a proven track record of acquiring and retaining Mass Affluent customer relationships by providing relevant solutions to meet customer needs

191

Licensed Premier Banker Resume Examples & Samples

Coordinate meetings with mass affluent prospects and existing customers in the branch or at their place of business
Provide outstanding customer service
Reports to branch manager
Focused on sales & service activities for non-mass affluent customers as required by the branch manager
Acquire new mass affluent customers and deepen relationships with existing customers
Responsible for growing the profitability, relationship depth and retention within portfolio of existing customers through telephone outreach and in-person appointments
Education: F-Bachelors or Equivalent Experience: At Least 1 Years
License/Certification: Series 6, 63, and Life and Health
Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach
Strong financial and business acumen

192

Select Banker Resume Examples & Samples

Determine and sell appropriate product and service solutions to meet all banking, borrowing and investment needs of mass affluent prospects and customers
FINRA Series 6 & 63 , and Life and Health
Specialized Knowledge Ability to build and execute successful sales plans

193

Service Banker Hunter Street Resume Examples & Samples

Review, actioning and update of anti-money laundering requirements and surveillance
Exercise due diligence and independence when reviewing requests from Branch sales staff
Complete, collate and maintain daily MIS and provide reports as required
Adhere to all applicable requirements established by Citi to ensure they are fully committed to its AML/CTF and/or sanctions compliance responsibilities as set out in the relevant Citi Global, Regional and/or Australian AML/CTF and/or Sanctions Policies, Procedures, Standards, Directives and Programs
Strong administrative skills

194

Expression of Interest Home Lending Banker Resume Examples & Samples

Increase the growth and manage the retention of a consumer lending portfolio
Retain existing clients by offering advice and financial solutions that add value to our customer's life
Support the Branch Manager and help to develop the sales ability of your branch team through peer coaching and guidance

195

Floating Multi Service Banker Resume Examples & Samples

Assists with Branch morning and evening duties to include opening & closing the vault, working and locking the Night Depository, setting up Teller station with supplies and cash, and balancing the Teller window &/or Branch, and setting alarms
Explains, promotes, processes, or sells the following: deposits, withdrawals, check-cashing, savings bond redemption, 1099's (interest earned series E), credit card advances, commercial deposits, money orders, travelers cheques, official checks, and IRA deposits
Able to process transactions accurately and efficiently and in acccordance with established policy, procedure, security guidelines, and federal regulations. Understands and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper work flow
Reviews transactions and alerts management of suspected fraud, kiting, theft, or other illegal activity
Supports procedures for custody and control of assets and records to ensure safekeeping
Performs account maintenance, such as change of address, title change, and account type transfers
Active participant in weekly Branch Sales Meetings
High School Diploma or general education degree (GED) is required
Minimum of 1 year of experience in retail/branch banking required
Sales and/or business development experience preferred
Successful completion of pre-employment on line Teller Assessment
Upon hire, successful completion of Teller training including an exam is required for continued employment in this position
Ability to lift/move/carry approximately 30 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement

196

Multi Service Banker Resume Examples & Samples

Originates loans; consumer loans/Home Equity Lines of Credit
Calls customers to inform them of maturing CD's and other promotions
Ensure loan agreements and supporting documentation are complete and accurate according to policy
Compiles required and special branch reporting as requested
May operate a Teller window during peak customer volume periods
May service the ATM and/or Cash Dispense Machine as needed
Possesses advanced knowledge of Hancock's products and services in order to meet customer's needs and meet assigned quarterly sales goals. Excellent understanding of both features and benefits with regards to Hancock's products
Adheres to professionalism standards to include demeanor, dress, and station orderliness
Secondary Duties
May function in a mentor capacity offering guidance, leadership, and coaching to fellow associates while reinforcing policy and procedure
Assists in handling in-branch customer complaints from inception to resolution
Completes branch regulatory compliance through computer-based training modules and other Hancock University efforts/classes
Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities
Serves as an authorized signer on official checks
Other duties and special projects as assigned by Senior Management
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act
Registration with NMLS: This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment

197

Multi Service Banker Resume Examples & Samples

Demonstrates quality customer service; greets customer, uses customer name, makes eye contact, smiles and thanks the customer for their business
Monitors and maintains control of cash
Accurately balances transactions daily
Possesses intermediate knowledge of Hancock's products and services in order to meet customer's needs and assigned quarterly referral goals. Good understanding of both features and benefits with regards to Hancock's products
Assists in balancing and loading the ATM, in instances where third parties are not involved
Assists in counting and balancing the Cash Dispense Machine, in instances where one exists
Handles customer requests for rates, service charges, and account maintenance, including debit card inquiries
Complies with all appicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act. Responsible for organizational integrity and business ethics as it relates to this position, and communicating this commitment to any other applicable associates
Attends weekly operational meetings conducted by the Branch Operations Manager
Compiles sales referral tracking daily forwarding to Branch Operations Manager weekly
Assists in handling in-branch operational customer complaints from inception to resolution
Performs research work for customers regarding deposit posting issues
Performs other related job duties and special projects as assigned
Registration with NMLS o This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment

198

Middle Market Banker Resume Examples & Samples

Solicits new and prospective loan and deposit relationships for the Bank
Develops and executes a business development plan to achieve established goals and objectives. Implements a disciplined contact schedule to promote client satisfaction, retain existing clients, and attract long term profitable customer relationships and become the clients trusted financial partner through needs based solutions
Identifies cross-sell opportunities for each assigned relationship. Markets to assigned clients and prospects a broad range of financial products
Build internal relationships with other departments such as Product Management, Treasury Management, and Credit Underwriting to enhance the overall banking relationship ensuring the customer’s business objectives are met
Proactively seeks knowledge and mentorship from more Senior Relationship Managers to develop a thorough understanding of bank products, services, credit standards, and bank pricing parameters, business development programs/automated systems
Partners with the Commercial Underwriter to assess the customer’s credit risk and structure a credit solution that fits the customer’s needs while remaining within acceptable risk guidelines
Identifies client needs and works with customers to offer appropriate bank products and services
Cultivates prospects independently through customer referrals, networking, and participation in professional organizations, social contacts and relationships built in the community
Develops relationships with customers through calling and customer support activities
Routinely monitors loan portfolio’s credit quality status to ensure loans are current and conform to terms, quickly identifies and manages risks to minimize impact
Analyzes customer credit status or obtains appropriate central underwriting approval and related documentation to ensure portfolio quality and yield are maintained
Uses automated business development system to manage individual calling program, schedule appointments, develop customer profiles or cross-sales opportunities, follow-up with customers and book new business
Keeps abreast of industry, competitor, financial market and other changes that may impact their portfolio or department
Responsible for assembling financial information and coordinating the generation of complete loan packages for approval presentation
Bachelor’s Degree, major in Accounting or Finance preferred
Minimum 5-7 years of relationship management experience selling banking products Minimum Required Knowledge
Proficient in credit underwriting fundamentals and prior credit experience including financial analysis
Knowledge of commercial loan products & lending / compliance regulations

199

Floating Multi Service Banker Resume Examples & Samples

Participates in weekly sales meetings and in-branch promotions to ensure support of current campaigns & alignment to corporate strategy
Maintains a customer service focused culture by determining customer needs through more complex customer profiling
Opens new accounts including checking, savings, IRA's, CD's, & Safe Deposit Boxes
Engages business partners to assist customers with specialized products and service needs
Handles customer requests for rates, service charges, and account maintenance including debit card inquiries
Performs account maintenance such as change of address, title changes, and account type transfers
Interviews applicant including profiling customer to determine financial needs
Supports procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping
Participate in pro-active business development
Adheres to Branch Opening and Closing procedures to include balancing the branch, locking the vault, and setting the alarms
Answers telephone practicing phone etiquette
Complies with all appicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act
Responsible for organizational integrity and business ethics as it relates to this position, and communicating this commitment to any other applicable associates
Participation and/or attendance in meetings conducted by the Branch Manager, Area Manager, Division Manager, or Regional Manager to stay informed
Will have access to cash, customer accounts, and/or sensitive and confidential information and is expected to safeguard these according to established guidelines
Participates in Branch Disaster Recovery Planning including all facets of pre and post-disaster events
Attends or provides associate training to improve efficiency and ensure conformance to standard procedures and practices
Minimum of 1 year of sales and/or business development experience preferred

200

Main Banker Resume Examples & Samples

Knowledge of an enforcement of all gaming laws and regulations which apply to the functions and duties of the Player Services Department
Maintains accurate inventory of all items in vault
Accepts, verifies and compiles cash and cash-value items from other banks
Accepts and verifies table games and slot drop
Prepares bank deposits
Prepares cash-value items for accounting
Prepares summary of all receipts and disbursement made during shift
Prepares vault reconciliation and settlement report at end of shift
Exhibits a friendly, helpful and courteous manner when dealing with customers and fellow team members
Any and all duties as assigned by your Supervisor or a member of management
Must be 21 years of age or older. Must have good math and money handling skills
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other team members of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations
Must be able to obtain a Gaming Permit
Must have a positive attitude and ability to handle multiple tasks. 10-key calculator by touch
While performing the duties of this Job, the team member is regularly required to stand; use hand to finger, handle, or feel and talk or hear. The team member is frequently required to walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The team member must frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and distance vision
While performing the duties of this Job, the team member is regularly exposed to moving mechanical parts. The noise level in the work environment is usually moderate

201

Main Banker Resume Examples & Samples

Will also be responsible for accurately completing and updating electronic MTL/MIL and chip bank
Accurately process Poker Room activity; verification of front line cashier transactions over $1,000.00; verification of hand-to-hand transactions between cashiers; conduct transactions with other departments as needed, in the absence of Assistant Supervisor or above
Understands department objectives, standards, and guidelines
Verify all Cashier and Main Bank paperwork is accurately completed prior to sending to accounting/audit
Be flexible with your schedule and be willing to assist in any cashiering area as needed and instructed to do so by the Cashier Lead/Supervisor on duty
Ensure accurate compliance with E-MTL/MIL paperwork and entry
Process table fills and credits per requests
Willing to learn and be adaptable
Ability to communicate effectively with patrons, subordinates and all levels of employees
Understanding of property and department policies and procedures
Accounting background helpful
Work around moving equipment and non-toxic chemicals
Exposure to second hand smoke
Knowledge of casino functions
Ability to stand on feet throughout shift
All other duties assigned by Lead Cashier and above

202

Player Services Main Banker Resume Examples & Samples

Accurately process Poker Room activity; verification of front line cashier transactions over $1,000.00; verification of hand-to-hand transactions between cashiers; conduct transactions with other departments as needed, in the absence of Supervisor or above
This position must be able to perform Cashier duties as needed
Posses thorough knowledge of casino policies for all cashier areas
All internal customers must be treated with prompt, courteous and friendly service
Be flexible with your schedule and be willing to assist in any cashiering area as needed and instructed to do so by Supervisor on duty
Process Poker Room transactions
Work with Vault to ensure timely process of buys
Must be proficient in Microsoft applications (Excel, Access, Word)
Ability to accurately identify and cash different denominations of gaming tokens, currency, chips, etc
Ability to communicate effectively with patrons, subordinates and all levels of employees Understanding of property and department policies and procedures
Accurately process Fast Cash Ticket Redemption, end of shift process
Ability to work in an environment of various levels of noise and large crowds
Ability to stand on feet for long periods of time shift
Physically mobile with reasonable accommodations including ability to push, pull, carry and lift up to 25 lbs., and the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces

203

Player Services Main Banker Resume Examples & Samples

Responsible for fostering a fun environment
Responsible for being a gracious host to all internal and external guests
Accurately completing and updating electronic MTL/MIL transactions
Accurately process Poker Room activity; verification of front line cashier transactions over $1,000.00, receiving Poker Dealer tokes, process chip redemptions when required; verification of hand-to-hand transactions between cashiers; conduct transactions with other departments as needed in the absence of a member of management
Flexibility with schedule, perform any cashiering duties as needed, or as instructed by member of management
Understands and performs department objectives, standards, and guidelines
Maintain, reconcile, fill and credit Ticket Redemption Units as needed; collaborate with the Main Bank to accomplish these tasks
Maintain security and accountability over all funds, including, but not limited to: chips, coins, tokens, cash currency, foreign cash currency, cash equivalents and paperwork
Verify all Cashier and Main Bank paperwork is accurately completed prior to Accounting and Internal Audit review
Accurately complete transactions with Internal customers
Accurately process and record Unclaimed and regular Jackpots
Maintain accurate inventory of all Chips distributed and received from Table Games, Main Bank and Cashiers
Work with Vault to ensure timely process of buys; accurately receive “drops” and complete other transactions from the Count Team
Answer phone calls with proper phone etiquette
Accurately process and verify deposits
Must enjoy hosting others
Must be comfortable initiating conversations and creating a fun environment with our guests High school diploma or equivalent
Must be proficient in Microsoft applications (Excel, Word)
Work around moving equipment and non-toxic chemicals Willing to work various shifts and days off

204

Main Cage Banker Resume Examples & Samples

Redeem coins/tokens, cash checks, and supply information to guests
Maintain and assure the proper routing of the department’s paperwork
Adhere to established department and property policies and procedures regarding guest service standards
This is a uniformed position, which requires that team member’s are in compliance with uniformed appearance standards while on duty
Maintain communication with all departments, Team Members and guests to ensure positive experiences
Be prepared to work in adverse conditions, over-time, nights, weekends and holidays
Implement and maintain a working knowledge of the Ameristar, System of Internal Controls and Star Service Standards as well as Federal Currency Transaction Reporting Laws as they pertain to casinos
Strong problem solving, mediation, and consulting skills
Knowledge of computers
Highly organized and detail-oriented
Previous casino Cage or cash handling experience
Ability to work with interruptions
Must be mathematically inclined
Money handling and organizational skills preferred

205

Suntrust Premier Banker Manager Resume Examples & Samples

Demonstrated effectiveness in leading a team to consistently meet or exceed specified goals in deposits, credit and investment product sales/referrals
Demonstrated ability in leading a team to meet or exceed minimum performance standards specific to investments and insurance
Prior experience in a comparable position at a top ten financial services company

206

Coverage Banker Resume Examples & Samples

Academic background
Work experience in a commercial environment
Understanding of corporate banking products
Fluent English- and local language skills (spoken and written)
Proven cross-cultural sensitivity and awareness

207

Wealth Management Banker Nordics & Netherlands Team Resume Examples & Samples

Maintain and further develop an existing book of business consisting of focused on UHNW clients in the Nordic region
Responsible for sales and implementation of investment advice and products to core clients as appropriate
Leverage and coordinate specialists (Investor, Solutions Team and Capital Advisor) to provide interdisciplinary expertise for our most complex clients

208

SEA M&A Banker Resume Examples & Samples

The Merger & Acquisition team is looking for an experienced hire to join the team in Southeast Asia
Critical to have relevant experience in originating and executing M&A transactions in Southeast Asia
Southeast Asia M&A origination
Thorough M&A training at a bulge bracket investment bank
Experience in deal origination: helping generate ideas, leading presentation materials and handling client follow ups. Existing client relationships in Southeast Asia, with track record of deal origination and execution
Experience in leading best-in-class execution of transactions as “deal captain”, with thorough understanding of structural, financial and regional related aspects of the deal execution
Critical to have knowledge of the regulatory complexities for public and private M&A transactions in Southeast Asia (for Singapore, Thailand, Indonesia, and Malaysia in particular)
Outstanding analytical and numeracy skills
Strong leadership and interpersonal skills, ability to lead and mentor junior bankers, and to manage senior interactions both internally and externally
Strong knowledge of compliance, Barclays Capital Business principles and corporate values, key applicable laws, rules and regulations

209

Select Banker Resume Examples & Samples

Experience - Between 1 and 3 Years. At least 1 to 3 Years experience in banking/financial services
Minimum 2 years sales and portfolio/relationshipmanagement experience
Series 6, 63, and Life and Health

210

ECM Banker Resume Examples & Samples

Assist in the origination and execution of all Equity Capital Markets business across China/HK. This includes clients looking to list in US/Europe, equity financing, equity derivatives and convertible transactions for corporate, sovereign wealth and family offices
Function independently as the lead for our origination efforts in China and coordinate with our partners in sector and coverage Banking in China, as well as product, trading, risk, legal, and compliance partners locally and globally
Maintaining existing and developing new client relationships in China/HK by delivering the full suite of ECM product solutions
Hands on knowledge around Equity markets and listing processes
Be able to analyse, structure, and price the full spectrum of equity-linked products
Have an in depth knowledge of the convertible market, including market trends, pricing dynamics, and investor demand
Provide project management support to senior team members for Equity Capital Markets
Strong track record in Banking, in particular in cross border IPOs, block trades, equity derivatives, equity financing, and convertibles
Ability to structure and price any and all equity-linked products, including equity financing, equity derivatives, and public market convertible debt. Have extensive product knowledge to deliver ECM opportunities to the business and to clients
Experience in the global cash equity and equity linked markets including work experience in both the EMEA and US
Proven client relationship skills and ability to function independently in client-facing situations. Excellent communication and presentation skills
Financial modelling and valuation techniques. Excellent analytical skills
Sufficient knowledge of compliance, Barclays business principles and corporate values, key applicable laws, rules and regulations
Advanced understanding of financial documentation and internal transaction process management
Ability to perform under pressure with high attention to detail
Capable of acting on own initiative/self-disciplined
Personable team player, with the ability to gain the confidence and trust of both colleagues and clients
Willingness to work significant hours
Excellent communication skills in English and Mandarin, both written and verbal
The Hong Kong Monetary Authority
The SFC

211

Prestige Banker Resume Examples & Samples

Knowledge of the Bank's products, services and policies including standard tariffs
A good understanding of overall Retail goals & objectives, including the branch's objectives growth of sales, cost control and income contribution
A thorough understanding of the sales process
A working knowledge of the procedure manuals
A good working knowledge and understanding of relevant legislation e.g. KYC, Anti-Money laundering, banking code, service standards, health & safety standards etc

212

Regional Coverage Banker, FIG Africa Resume Examples & Samples

Ensure understanding of global FIG client behaviour and needs
Regional client co-ordination and pro-active client solutioning
Assist with regional client acquisition
Supports Global, Regional and or Local Bankers
Where applicable, be the regional coverage banker on key client names, supporting both the regional head of FIG and the global relationship bankers to allow the client a one point of contact relationship model across Africa
Assists in developing African relationships for Global bankers and acts as a co-ordination point, driving relationship opportunities of SA outbound FIGs into Africa and global inbound FIG relationships into Africa
Regional client relationship management which will involves the driving and maximising of revenues via account planning, analysis of current product and revenues and deep dive analysis into regional clients to understand the growth opportunities
Understanding client requirements or opportunities and assists in providing innovative regional and or local solutions to clients
Assisting to drive regional pitches to successful closure and tracking of client deep dives
Tracks action points post client visits to ensure closure of issues and / or opportunities in pipeline
Build relationships with internal stakeholders across the Barclays, Absa networks. This includes having a good understanding of credit policy and assisting to ensure resolution in the credit arena with clients either regionally or locally
Assist the credit process where regional limits are required
Assist with regional referrals
Close liaison with FIG heads and bankers in each country across the region
Focus on pipeline closure across the region
Focus on achievement of Africa FIG budget
Support for Client interface into business
Assist with client regional annual business reviews
B Degree in Commerce or Equivalent
5 Years Corporate Banking Experience
Banking Experience with Financial Institution Groups preferred
Exposure to African markets outside of South Africa preferred
Minimum 2 years successful and relevant relationship management or demonstrable equivalent
Business or accounting related degree
Background in ‘commercial banking’ products and – preferably – some experience of African business
Strong solution driven person
Knowledge of debt and investment banking products
Knowledge of Non Bank Financial Institutions and an appreciation of the regulatory environment in which they operate
Visible excellent communication skills (written and verbal)

213

Essential Banker Resume Examples & Samples

Providing a first-class experience for all of our clients
Demonstrating ownership of all queries and acting as the first point of contact for all day-to-day banking requirements, using various communication methods
Experience with providing excellent customer service either within financial services or a similar customer centric industry
Adaptability in your approach and attitude and a commitment to providing a world-class service
An understanding of how to build strong and trusted relationships with your customers
The ability to work calmly and constructively under pressure and an understanding of the importance of meeting and exceeding client expectations
Confidence in your ability to talk to clients in detail on our products, services and channels, with a strong level of computer literacy and proficient keyboard skills

214

Mobile Banker Resume Examples & Samples

Build high quality referral networks
Determine your own working hours and prioritise your day
Retain existing clients by offering advice and financial solutions that add value to our customer's banking life

215

Associateuniversal Banker Resume Examples & Samples

Execute, report on and continuously optimize email marketing campaigns
Navigate effectively from high level strategy down to tactical, email channel optimization with a focus on personalization/customization
Experience with A/B and multivariate tools/techniques
LI-LT1

216

Moment Banker Resume Examples & Samples

Providing an exceptional customer experience that helps customers to achieve their ambitions and meets their day to day banking needs
Proactively applying knowledge and skills to identify opportunities and appropriate solutions to meet customers’ needs
Ensuring that customers feel valued, and being confident and knowledgeable enough to make decisions that lead to good customer outcomes
Accurately complete administration activities such as updating customer records and building customer contact information
Experience of operating in a customer-facing or telephony role where excellent customer service is paramount
Proven ability to meet performance standards
Experience of dealing with complex customer queries and complaints

217

Regional SBA Banker Resume Examples & Samples

Proactively manages an existing SBA loan portfolio along with generating SBA loans to meet individual goals and contribute in a team oriented environment to ensure departmental and Bank wide goals are met. Sets and achieves challenging goals without direct supervision and contributes to a positive team spirit
Develops and communicates methods, procedures and processes for executing activities of the Small Business Lending Department and other Lending staff regarding the Small Business Administration requirements within the assigned region
Reviews and analyzes complex financial information to determine a borrower’s creditworthiness
Monitors loan repayment activities, the collection of past due accounts, and credit and collateral deficiencies
Provides detailed SBA training for other bankers and lending staff throughout the region footprint
Assists in interpreting policies and procedures for Simmons Bank Credit Policy and the Small Business Administration Standard Operating Procedures (SOP) guidelines for eligibility and guaranty preservation
Creates SBA reporting mechanisms for management review
Adheres to loan policies and procedures with complete documented files to ensure satisfactory reviews from internal and external audits
Actively cross sells other bank products, such as; all commercial products, treasury management, employee benefits and wealth management services to build deep banking relationships
Becomes active in the community through membership in business organizations, community events and/or non-profit organizations where one can be in a position to advance the reputation of the Bank
Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions
Ability to perform complex numerical calculations
Ability to read and interpret documents such as procedure manuals technical instructions, general business correspondence and/or journals or government regulations
Ability to effectively present information in small and large group situations, to customers, clients and other employees in the organization
BS/BA degree in business, accounting, finance or related field required, or
3-5 years of loan experience, including multiple years of credit review and administrative experience
MS Office programs
Knowledge of Database, Spreadsheet, Word processing and appropriate banking software

218

Transactional Banker Resume Examples & Samples

Undergraduate degree or equivalent academic qualifications
Over 5 years banking experience
Strong sales management skills and experience, ideally with relevant banking or business/corporate banking background
Frontline transactional sales experience across Working Capital, Trade Finance (documentary trade products i.e. LCs, bonds & guarantees; bank & country risk products), Supply Chain Financing & Cash Management (/Regional/Local payments, receipts and liquidity management structures, system infrastructure, etc.) will be an advantage
Language skills: English, both written and oral ;additional languages preferred
Skills for analysing and formatting data provided by Finance and other sources
Proven treasury, credit and country risk exposure
Open minded, good listener, flexible with ‘think out of the box’ mentality
Strong negotiation and presentation skills; ability to communicate with all levels in an organisation
Disciplined approach to deal execution/client follow up
Strong cross-cultural awareness
Excellent knowledge of the banking polices, standards, local regulations and legislation of the prevention of money laundering

219

Main Banker Resume Examples & Samples

Assure the securing of company funds; provide accurate and courteous guest service
Balance the window impress total, sell checks and chips and coins/tokens to the main baker
Responsible for the movement and protection of company funds. This includes repeated lifting up to 35 lb. and pushing/pulling 500 lb. cart
Maintain a high level of personal integrity and moral conduct free of questionable association
May perform duties in any functional area of the Cage operations department, including but not limited to Cage banks
Provide an outlet of sales and redemption of coin and chips for internal and external guests (ex., general cashier, main bank, fill bank and jackpot/fill window)
Maintain a neat, safe and organized work area
Observe and follow all safety rules and regulations of Ameristar
Knowledgeable of Colorado state gaming regulations
Ability to sustain a high level of confidentiality and professionalism
Ability to maintain a high level of energy and take a proactive and strategic approach to dealing with guest service issues
Ability to work collaboratively and communicate effectively with team members at all levels of the organization
Ability to communicate, understand and write English
Must have ten-key (calculator) skills
Must have good communication and guest service skills
Data entry/computer skills are required
Able to obtain and maintain a Colorado Support Gaming License

220

Private Client Banker Resume Examples & Samples

Identifies and solicits business for potential clients using referrals, personal contacts, centers of influence and existing clients
Interviews clients to determine financial position, resources, assets available to invest, financial goals, sources of wealth and client background
Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request
Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means
Opens and services, with assistance of Private Banking Support Associates, new Bank accounts and loans for customers, adhering to policies and procedures to prevent new account fraud and BSA / USAPA violations
Authorizes or rejects overdrafts in depository account within established authorities
Monitors loan repayment activities and takes necessary action to collect from past-due accounts
Advises customers, where possible, concerning business management and financial matters and builds consistent and long-term financial advisory relationships with clients
Follows up with customers on a regular basis through phone calls and personal visits
Completes weekly activities report
Conducts offline or online research to resolve customer problems
Assures all transactions are in compliance with pertinent laws and regulations
Prepares and delivers clear, effective and professional presentations
Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on the division's lending activities
Participates in community affairs to increase the bank's visibility and to enhance new business opportunities
Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development
Supports Private Banking Director in achieving budgeted controllable non-interest income and expense, as well as deposit and loan goals, based on department's annual budget plan

221

Virtual Banker Resume Examples & Samples

Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the Virtual Teller should seek guidance from his/her immediate supervisor
Ability to constructively handle unexpected problems in a fast past environment
Must be able to multi-task and have strong organization skills
High school or equivalent education/experience required
Teller experienced preferred, but not required
Individual should have a basic understanding of debits and credits in a banking environment
Incumbent must be outgoing, have good customer service skills and the ability to work in a fast-paced environment
Individual must be comfortable with working ‘on-screen’ and be verbally articulate
Incumbent should be a self-starter who is technically proficient
Must have the ability to multi-task as this position requires the individual to use two separate computer systems simultaneously to conduct transactions; one that controls the Interactive Teller Machine being used by the customer, and one that processes the teller transactions for the bank
Excellent verbal and listening skills including good grammar, tone of voice and diction
Ability to work effectively with others in a diverse population
Punctuality and consistent work attendance is required

222

AM Pb-banker & Prospector Resume Examples & Samples

Directly support prospecting activities of new clients and business opportunities
Control, assembly and monitor Banker’s and Prospector’s agenda
Prepare presentations, client reports and other documents required in daily activities of the office
Directly support operational client demands
Directly support operational activities in the office
Protocol and control documents of clients and prospects
Promote daily clippings of relevant news in the economic sectors targeted in the prospecting activity
Support in the research and meeting schedule of prospecting activities
Students of Economics, Engineering and Business Administration
Graduation in December/2018 or later
Fluent in English

223

Digital Banker Resume Examples & Samples

Leverage technology (e.g. sales wall) to uncover opportunities to deepen client relationships
Providing coverage for branch manager when manager is not available
Providing coaching and education to the other bankers regarding Smart Banking sales processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization of Smart banking technologies
Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed
Ensuring compliance with Citibank policies, standards and procedures to ensure the security of both the bank and client assets
5-7 years banking, retail other related direct sales and service experience

224

Credit Union Persona Banker Resume Examples & Samples

Quotes rates, terms, features, benefits, and services
Orders branch cash and prepares cash shipments
Performs all vault teller duties including maintaining custody and daily record of receipts and disbursements in the vault
Provides loan information and gathers necessary documentation for loan requests
Participates in achieving branch marketing goals related to new memberships, loan and share growth, cross-selling, and member retention
Takes responsibility for promoting the operational workflow of the branch

225

Senior Preferred Banker Resume Examples & Samples

Opening new accounts
Maintain existing client relationship
Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc
Identifying and reporting suspicious activity to the AML Officer
Existing client portfolio desired

226

Asset Management, Private Bank, Banker, VP Resume Examples & Samples

Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Analytical ability in order to relate specific client asset situations to individual products
Interactive skills in order to understand client needs and take action with the appropriate solutions

227

Ro Citipriority Banker Resume Examples & Samples

Vinculación y mantenimiento de nuevos clientes que permita un crecimiento en los pasivos y activos acorde a la meta requerida por Negocio
Mantener un alto grado de fidelización de los clientes, que permita un crecimiento de los pasivos, dentro del marco de control de la corporación
Mantener un alto grado de fidelización de los clientes, brindando servicio oportuno y de calidad que supere sus expectativas, para incrementar niveles de satisfacción, lealtad y disminuir los indicadores de atrittion
Profundizar la relación con los clientes del banco para crear y mantener relaciones a largo plazo
Salvaguardar la franquicia de posible lavado de activos, realizando la debida diligencia y los controles determinados para el conocimiento del cliente
Contribuir en los indicadores de servicio, proveyendo un servicio oportuno y realizando correcto mantenimiento de los clients

228

Premium Banker Resume Examples & Samples

University / College degree or combination of education and equivalent and related work experience
Mutual Fund Licensing. Requires completion of: Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course
Aware of market conditions affecting their customer portfolios
Proven ability to sell and meet set sales / performance targets in a sales role
Strong technical skills in wealth management
Sound knowledge of digital / online banking and sponsoring digital engagement for customers

229

Wealth Management Banker Resume Examples & Samples

Strong relationship management, sales, and business development skills
Advanced knowledge of U.S. Bancorp brokerage, trust and investment products and services
Strong lending skills

230

Private Client Internal Banker Resume Examples & Samples

Manages the client and Financial Advisor relationship for securities based lending
Works with Banking Consultants to generate new business and increase sales
Responds to requests form Financial Advisors who need assistance in selling Securities based Lending or lending products to clients
Provides education to branches on identifying potential clients and paperwork needed
May interpret financial information, business or trust documentation to determine appropriate loan structure
Manages initial and ongoing communication with the client and Financial Advisor through the loan process and servicing of the loan
Established organizational policies, strategies and procedures for RJB securities based lending and RJA Margin Department
Principles and methods for promoting and educating on securities base lending
Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels
Preparing and delivering clear, convincing and professional presentations to small and large audiences
Detail orientation to ensure effective communication for client experience
Providing a high level of client service in the spirit of Raymond James' Service 1st commitment
Analyzing financial/collateral information and reviewing business and trust structures
Performing outbound calls to clients to obtain information relevant to loan approvals
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client’s at all organizational levels
Effectively address concerns or challenging questions when they arise
Establish and maintain effective working relationships with others
Demonstrate high self-confidence
Promote products and be comfortable in a sales environment
Exhibit tendencies to be a self-starter and not wait for signals
Make recommendations for initiating changes to policies and procedures

231

Gcg-universal Service Banker Resume Examples & Samples

Checking encashment in both local and foreign currencies at the counter
Delivering superior Citibanking experience and satisfy service needs
Describe the bank’s various distribution channels to new and existing customers and recommend alternative Citibanking access points when appropriate
Assist in the processing of check/cash deposits in the 24 hours banking area
Collect MIS for the department
Exercise care and diligence in the course of duty for detection of counterfeit notes and TCs, forgery, money laundering, etc
Relevant bank teller experience is preferred but not essential
Minimum GCE ‘A’ Level, with good credits in English and Mathematics

232

Icg-junior Banker Resume Examples & Samples

Working knowledge of major products such as cash/capital markets/custody
Must be a self-starter with drive and initiative and eagerness to learn
Must be able to work under pressure
Excellent team skills and the ability to work effectively with a diverse group of stakeholders at all levels
A recognized university degree with at least 2 years of banking experience. Banking, Accounting & Finance degree will be an advantage

233

Relationhsip Banker Resume Examples & Samples

Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
O Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)
Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
Actively use and leverage current technologies to better understand the technology solutions available to improve our customers financial lives
Apply strong critical thinking and problem-solving skills to meet customers needs
Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Displays passion, commitment and drive to deliver an experience that improves our customers financial lives
Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: Anti-Money Laundering, appropriate disclosures.)
Ability to engage customers for long periods of time
All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates proficiency, meaning their ability to perform the critical job tasks and demonstrate the key how behaviors
Bilingual in Spanish or Portuguese (fluent verbal and written) skills
Bachelors degree or business relevant associate degree (examples: business management, business administration, finance)

234

Banker Team Lead-lfg South California Resume Examples & Samples

Support the Regional Market Manager in execution of the broader regional business strategy which includes setting and achieving market assigned goals, product engagement, sales initiatives, expense management and suggested process enhancements
Oversight of business risk and compliance in direct partnership with the RMM and Director of Law Firm Group Business Risk to ensure regional regulatory requirements are met, as well as business compliance with policies and procedures
Represent Southern California in related LFG initiatives that impact the client experience, marketing, diversity etc. to ensure alignment of business needs
Manages a team of professionals, providing strategic direction and oversight; work closely with product partners, to ensure product goals and priorities are met
Knowledge and experience with Law firm group in a sales management role with a demonstrated success as a trusted advisor
Strong sales skills and experience with a knowledge of all banking, lending and investment products with demonstrated success in reaching past performance goals
Ability to navigate through a complex global organization and engage and work with Citi partners,
Strong people management skills; Ability to develop and retain talent with a strong commitment to coaching and developing junior team members, across multiple locations
Ability to manage initiatives, work under pressure and meet deadlines whilst maintaining a positive, professional attitude
Ability to develop strong relationships internally and externally with clients
Strong analytical approach to deliver and advise on solutions to our clients, focusing on bringing the most appropriate opportunities and an overall excellent client experience

235

Private Wealth Banker, Midwest Region Resume Examples & Samples

Locations include Raymond James Independent and Associate branches in Illinois, Missouri, Iowa, Wisconsin, and Minnesota
Uses knowledge and skills obtained through education, training and experience to assist a business unit or department in making credit decisions by verifying credit information and analyzing collateral value and financial data
Manage loans through approval and funding
Work in partnership with RJA Margin in monitoring the collateral value of the loans and servicing the product
Service and monitor a portfolio of securities based loans and influence strategic direction, develop tactical plans and completes difficult assignments with substantial latitude for decisions and actions
Partner with FAs to provide the best financial advice on private banking products to clients
Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new banking revenue
Act independently in making financial recommendations on banking products to the client
Build, promote, market and maintain an adequate pipeline of opportunities to meet loan production and growth goals
Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the banking opportunities with their clients
Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
Partner with the home office for execution of mortgages, SBLs and margin
Act as the subject matter expert for all FA and Branch inquires on private banking products and client service offering direct or indirect solutions
Understand competitive environment and develop strategies to retain and win new business (Loans and assets)
Develop and implement product marketing strategies with Branch Management and FA team, consistent with providing sound financial private banking advice
Develops and maintains strong relationships across all levels of the organization
Advanced principles, practices, concepts and procedures of securities based lending, mortgages, banking and financial markets and products
Established organizational policies, strategies and procedures for RJB securities based lending and RJA Margin Department and mortgages
Proven new business development / origination experience with Lending products is required
Principles and methods for promoting and educating on Securities Based Lending, margin and mortgages
Expert knowledge of credit products including, residential mortgage products, home equity lines of credit, securities based loans, high net worth tailored lending products and commercial credit facilities
Recognizing and understanding the financial needs of all types of clients
Providing a high level of client service in the spirit of Raymond James’ Service 1st commitment
Analyzing financial/collateral information and determining credit worthiness
Reading, interpreting, analyzing and applying information from credit reports
Preparing management reports
Good collaboration skills in a team-oriented environment
Build strong and productive relationships with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
Understand the financial needs of the retail brokerage clientele
Efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
Train Financial Advisors on product suite
Meet deadlines and manage Financial Advisor and client expectations
Clearly communicate regarding decisions, changes, and other relevant information
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment

236

Cpb-banker Resume Examples & Samples

Minimum of 5 years’ experience in managing and/or researching China/HK equity portfolios
Bachelor's Degree required, preferably in finance, accounting, business or related field; MBA and/or CFA preferred
Chinese (Cantonese and/or Mandarin) language skill is highly desired
Outstanding quantitative and qualitative analytical skills
Ability to develop and articulate investment process
Highly motivated with demonstrated ability to manage conflicting priorities and requests
Excellent interpersonal skills with ability to maintain relationships at all level in organization
Ability to take initiative and function independently in a team oriented environment
Strong written and oral communication skills
Maintain high standards of professional and ethical conduct
Proven track record in developing client relationships

237

Licensed Banker Resume Examples & Samples

FINRA Series 6 and 63 investment licenses*
State Insurance License* Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act)
Working knowledge of Branch Teller Workstation *Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC

238

Entry Level Banker Resume Examples & Samples

Excellent time management and problem solving skills to be able to meet strict deadlines
Your technical ability with a number of different technologies
Outstanding written and verbal communication skills with a high attention to detail
Expertise in the art of multi-tasking as this role will require you to navigate your way through multiple computer systems whilst being on the phone
An analytical mindset geared towards resolving problems
Previous retail, customer service, contact centre, or sales experience – preferably in a fast paced and dynamic environment
To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status

239

TEG Banker Resume Examples & Samples

Manage, coordinate and liaise as appropriate on internal approval processes
Degree qualified in Finance/Banking/Math/Law
Product or financial markets experience (3-5 years), dealing with Capital Markets and Derivative products
Documentation, settlements, execution experience considered strength but not essential
Confident client interaction and communication skills
Strong product and banking knowledge
Must be a team player, but have the ability to lead by example
Strong process driven mentality
Must be able to commit and meet deadlines under pressure
Confident communicator
Proactive and enthusiastic self-starter

240

Gcg-unviersal Service Banker Junior Resume Examples & Samples

Proactively seeking to identify customers' needs and effective at cross-selling and referring leads to the appropriate channels for follow-up
Knowledge of banking products and familiarity with internal banking operations would be an advantage
Branch working hours (shifts and weekends)
At Citi, we groom the leaders of today and tomorrow. Take the opportunity to embark on a challenging, fulfilling and rewarding career with one of the world's most respected financial institutions now

241

General Banker Resume Examples & Samples

Welcoming all customers in a friendly and proactive way
Selling our accounts and payment products, and recommending products from other fields
Helping and advising customers in the use of Self'Bankand online banking tools
Finding solutions(with a smile) to all their requirements
Detecting other business opportunities via your commercial contacts and passing them on to the appropriate colleague
Contributingto optimising the results of the branch; and
Above all, being an enthusiastic and professional ambassador for ING, whose priority is the customer

242

Cib-banker Resume Examples & Samples

Strong partnership skills. Ability to pull in and partner closely with the various product groups
Strong client relationship manager with proven ability to build and develop client relationships, win new business, close transactions and develop networks, both internally and externally
Must be able to demonstrate Credit knowledge, preferably have either been in credit or debt capital markets
Solid understanding of flow derivatives, FX, commodities, transaction banking and securities
Strong commercial judgment
Strong understanding of Bank regulations and policies in China
Excellent communication skills with fluency in spoken and written English as a working language
Ability to work consistently across different time zones and geographies, dealing with numerous stakeholders. Is aware of the importance of building partnerships across the organization and knows which partners are the key to success. Can influence key stakeholders to ensure projects and business opportunities are successfully realized. Escalates appropriately to alleviate bottlenecks in the process. Is astutely aware of how to communicate ideas across/up/down the organization to gain maximum acceptance quickly

243

Player Svcs Main Banker Resume Examples & Samples

Perform the duties of front line cashiers as business demands
Perform check cashing transactions
Thorough knowledge of the paid in/out guidelines
Responsible for being a gracious host to all guests and co-workers
Responsible for promoting a positive influence in the community and participating in company-sponsored events
The incumbent on this position is responsible for accurate accountability of the cashier department activity
Performance in this position must be pleasant, efficient, an honest manner at all times
Accurately process Poker Room activity; verification of front line cashier transactions over $1,000.00; verification of hand-to-hand transactions between cashiers; conduct ftransactions with other departments as needed, in the absence of Assistant Supervisor or above
Posses thorough knowledge of gaming policies for all cashier areas
Maintain security and accountability over all funds, to include chips, coins, tokens, cash currency, foreign cash currency and paperwork
Observe and verify funds received and disbursed to other departments, guests and transactions between cashiers
Must have an outgoing, energetic and enthusiastic attitude
Must be comfortable initiating conversations and creating a fun environment with our guests
Must be a minimum of 21 years of age
Ability to work independently
Understanding of property and department policies and procedure
Ability to handle multiple priorities in a fast paced environment
Willing to work various shifts and days off
Knowledge of gaming function

244

Relatinship Banker Resume Examples & Samples

Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)
Quote rates, terms and programs for loan customer requests
Respond to customer inquiries and concerns, creating customized solutions
Refer opportunities to appropriate specialist
During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures
Leverage available resources and technologies (such as tablets and bank by appointment) to optimize the customer experience and serve our customers with operational excellence and accuracy
Proactively manage risk in every business, product and service transaction leveraging available tools
Apply strong critical thinking and problem-solving skills to meet customers’ needs
Six months of cash handling experience

245

Digital Banker Resume Examples & Samples

Provides an integrated delivery of a broad range of products and services including: Financial planning, asset management, insurance, risk management services, consumer and mortgage credit and general banking services
Reviews clients financial needs and provides recommendations around appropriate products and services by analyzing the deposit, credit, investment and trust needs of clients
Utilizes social media for reputation building, prospecting and deepening customer relations while adhering to all brand guidelines
Partners with internal experts to deliver seamless financial service solutions for affluent clients
Meets revenue growth, profitability and retention goals by acquiring new clients and expanding services to existing clients
Cross sells a full range of bank products and services to meet client needs
Acts as a subject matter expert
Proven record of sales, interpersonal and negotiation skills
Ability to effectively profile, service and strengthen relationships with affluent clients
Strong problem resolution skills
Knowledge of social media platforms
Knowledge of applicable bank products and services

246

Branch Relatoionship Banker Resume Examples & Samples

Being proficient in understanding and educating customers on consumer deposit products and consumer lending
Driving sales through walk-in customers with a disciplined sales process and using current technology to drive both sales and service
Sourcing referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership
Adhering to all operational, security, risk and regulatory policies and procedures
Career minded individuals that want to join an organization where they can gain experience and build a career. Huntington provides career paths and development plans to get you where you want to go
Cash handling skills preferred but not required
Comfort with technology such as mobile services and online banking services is a plus

247

Banker Resume Examples & Samples

Play a role in managing relationships with key clients
Apply market/deal experience and knowledge to generate innovative solutions to client problems
Perform corporate, accounting and business due diligence of corporate finance and M&A transactions within the industry
Execute equity capital fund raises, including preparing prospectuses and investor presentations; lead sell-side and buy-side M&A transactions
4+ years of prior investment banking experience
3+ years of experience working with Microsoft Office (Excel, Word, PowerPoint, Outlook)
MBA Degree Preferred
2+ years of Natural Resources banking experience preferred

248

Gtf Banker Resume Examples & Samples

Bachelor’s degree in finance, accounting, business management or international trade. Equivalent experience will be considered
A Master’s degree in international trade or a MBA is highly preferred
At least 8 years of experience in the international or trade finance banking sector
Bilingual in English and Spanish is highly preferred (written and spoken)

249

Cib-mnc Regional Banker Resume Examples & Samples

The regional MNC banker will partner with product colleagues and country-level MNC bankers to maximize the Asia regional revenue potential at acceptable returns across targeted clients and prospects. The portfolio will primarily consist of MNC companies with regional CFO/treasurer based in China
Ensure a holistic client coverage approach
Serve as a focal point of contact within JPMorgan for the client CFO, treasurer and other senior managers where appropriate
Coordinate product partners to broaden client use of JPMorgan services
Drive the account planning process and outline the financial view for portfolio accounts and agreed prospects
Partner with Client Credit Management to be the main sponsor of all credit related needs and ensure that Balance Sheet Committee requests are appropriate
Able to work with many different types of people, including investment bankers, traders, sales operations support, credit and senior management
Experience with various markets and banking practices across Asia
Strong communication skills in both English and Chinese

250

Relationshiip Banker Resume Examples & Samples

Proactively driving sales through walk-in customers, pre-set appointments, referrals from customers and other branch colleagues and partners
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships
2 years customer service and sales in banking, financial services or goal driven retail sales
Must have the following: FINRA Series 6, 63 and life and health licenses. (63 is optional but must be obtained within 120 days of hire.)
Comfort with technology such as mobile services and online banking services are a plus

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