Banking Assistant Resume Samples

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W Haag

Waylon

Haag

8711 Cynthia Centers

Boston

+1 (555) 135 5208

8711 Cynthia Centers

Boston

Phone

p +1 (555) 135 5208

Experience Experience

Phoenix, AZ

Banking Assistant

Phoenix, AZ

Wyman, Rolfson and Keebler

Phoenix, AZ

Banking Assistant

Providing analysis of banking and credit card fees vs forecast
Provide explanations for and proactively resolving all reconciling balances in a timely manner
Monitoring monthly fx gains and losses and provide commentary on movements in the month
Research for creating company specific and industry reports
Ensuring timely and accurate posting of all bank receipts and payments
The company has numerous database sources (see below) for retrieval of data to deliver
Support the administration of global banking operations

Phoenix, AZ

Private Banking Assistant

Phoenix, AZ

Friesen-Mohr

Phoenix, AZ

Private Banking Assistant

Provide administrative support to all Private Banking Managers
Preparing BD or CRM trips for managers (list of clients to visit, arranging meetings, ensuring contact with the manager in case of emergency)
Monitoring of structured product hedges and product tracking spreadsheets and reporting them to management
Pass orders: buy/sell trades (according to manager / client instruction)
Cash management: foreign exchange transactions, fiduciary deposits, etc
Organisation of incoming correspondence (fax, email, post) and execution of client orders, according to manager instructions
Providing ad hoc services and information to clients (e.g. helping with travel arrangements etc.)

present

Chicago, IL

Commercial Banking Assistant

Chicago, IL

Hintz LLC

present

Chicago, IL

Commercial Banking Assistant

present

Assist department and Commercial Relationship Managers in development of cross-selling and other sales activities and opportunities
Offer assistance to clients who call for or drop by to see their Commercial Relationship Manager
Creates and maintains loan documentation files
Submits completed loan documentation to CLS and manages the booking process
Processes real estate documentation including title work, recording, and insurance
Prepare and process documents, such as new accounts, fund transfers, etc
Complete account and product documentation

Education Education

Bachelor’s Degree in Confidentiality

Temple University

Bachelor’s Degree in Confidentiality

Skills Skills

Strong attention to detail and accuracy
Strong computer skills (Microsoft Suite – Excel, PPT, Word, etc.) Salesforce.com is
Strong communication skills
Ability to use Excel, PowerPoint, Word, etc
Excellent quantitative analytical skills and experience
Experience in access and use of public information and proficiency with multiple proprietary third-party tools and databases
Good understanding of reading financial statements, interpreting analyst transcripts and guidance coming from top management of corporations
SDC (data included in ThomsonOne)
New York based Hours: 12:00AM to 9:00PM PT
New York based Hours: 2:00PM to 11:00PM EST

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Sky Banking Assistant Resume Examples & Samples

Support service needs for the IPB and GEB business within Sky Services, use appropriate resources and channels
Work with different areas (operations, customer service and sales support) to execute effective solutions
Drive client satisfaction by managing customer expectations and using appropriate resources and channels to present effective solutions to client’s needs
Adhere to strict regulatory and compliance/AML guidelines, policies, regulations and requirements
Fully Bilingual English/Portuguese; excellent oral and written communication in both languages (Trilingual, w/Spanish, preferred.)
2-3 years’ experience in Sales and/or Customer Service with emphasis in banking or banking-related products preferred
Must be flexible and adaptable to change

Commercial & Industrial Banking Assistant Resume Examples & Samples

Greet customers via telephone or lobby clients and visitors, projecting themselves in a friendly, positive and professional manner
Handle and respond to customer informational requests and keep respective C&I Relationship Managers informed when appropriate
Offer assistance to clients who call for or drop by to see their C&I Relationship Manager
Assist department and C&I Relationship Managers in development of cross-selling and other sales activities and opportunities

MBD Mortgage Banking Assistant Resume Examples & Samples

Interviews applicants, completes quality loan applications and follows-up with customers. Demonstrates good communication and listening skills throughout the loan process. Excercises absolute integrity and confidentiality in all dealings with customers and/or prospects
Provides technical support and expertise to MBD Mortgage Bankers in resolving customer issues, needs or concerns to enhance timely and effective customer service and promote efficient loan closings
May assist MBD Mortgage Bankers with calls to potential or existing customers to develop new business or retain existing business; the preparation of presentations at branches, at real estate office sales meetings, homebuyers seminars or any other venue to solicit first mortgage business
Identifies opportunities to refer customers and/or potential customers to other units of the bank to provide services that meet their needs
One or more years of residential lending, origination or processing experience preferred
Knowledge of MS Office, including, but not limited to, Windows, Word and Excel, etc

Commercial Banking Assistant Resume Examples & Samples

Maintain calendar of meeting and appointments. Prepares supporting information including names, telephone numbers and documentation for scheduled meetings and appointments
Prepare written communications ensuring outgoing correspondence is professional,accurate, and grammatically correct. Compose and prepare letters on selected matters for signature as appropriate. Create and maintain organizational charts
Schedule travel arrangements including reservations(airline, car rental, local ground transportation, hotel, lunch, dinner, etc.) and subsequent expense reporting
Professionally and discreetly handle incoming telephone calls and visitors. Communicates messages accurately and resolves inquiries whenever possible
May attend management meetings; prepare and copy materials for meetings, gather agenda items, prepare and distribute meeting minutes as requested
Maintain an organized and accurate filing system; develop tickler file to serve as a reminder of matters requiring attention on a future date
Maintains office supplies by checking stock to determine inventory levels; anticipating needed supplies; placing and expediting orders for supplies; and verifying receipt of supplies
Prepare weekly/monthly/quarterly reports and presentations, prepare Board Meeting materials, retain and maintain documents that may requested by Executive or by others
Two or more years secretarial/administrative experience supporting a senior level manager or other sufficient job-related experience in the financial industry
Proficiency in the use of Microsoft Office Suite
Experience providing administrative support including calendar management, meeting coordination, and/or invoicing or expense reporting
Excellent communication skills with an ability to interact in a professional manner with executive management, vendors and customers
Strong organizational skills with the ability to prioritize workload and to handle a broad range or diverse activities
Comfortable working with multiple priorities and deadlines
Ability to maintain a high degree of confidentiality
Professional demeanor and appearance
Three years of secretarial/administrative support experience in a corporate environment
Previous experience in Commercial Loan Documentation

Commercial Banking Banking Assistant Resume Examples & Samples

1) University graduate or to-be-graduated in Feb 2016
2) Less than 1year of work experience would be a plus (not a must)
3) GPA 3.0 and above
4) Business Administration or Accounting major preferred
1) Strong English/Korean communication skills (written and verbal)
2) Proficiency in Microsoft programs
3) Basic Financial Knowledge

Private Banking Assistant Resume Examples & Samples

Provide administrative support to all Private Banking Managers
Preparing sales support and financial review documentation
Organising Data for PBM client meetings specifically in relation to Investment and Pension products
Monitoring of structured product hedges and product tracking spreadsheets and reporting them to management
Building strong relationships with PBM clients in a processional and confident approach and handling all queries
Maximise client on-boarding process and be responsible for gathering all regulatory documentation
Over 3 years financial services experience in a pensions or investmentrole
Excellent administrative and organisational skills with a very high attention to detail
Degree qualified with a full QFA qualification is essential for this position

Retail Banking Assistant Manager Resume Examples & Samples

Responsible for the overall Hub sales targets and service delivery and for assisting with the implementation of the 'Great Sales Week'
Identify and deliver on cross sales opportunities through great conversations and lead generation
Ensure successful conversion of enquiries into sales opportunities and ensure the highest service level throughout the process
Responsible for staff rostering, time sheets and scheduling of holidays and for ensuring hub staffing levels are appropriate to meet levels of customer traffic
The successful candidate will typically have 3-7 years' previous financial services sales experience, preferably with sales management experience within Deposits, Mortgage Sales and Insurance
Relevant third level qualification or professional equivalent
QFA qualifiedand committed to further continuous development

Cres Mortgage Banking Assistant Resume Examples & Samples

Provides support to loan orginators with customers in matters pertaining to the loan origination function
Assists MBD Mortgage Bankers by monitoring loan status through close. Acts as a liaison between the MBD Mortgage Bankers, underwriters, processors and closing. Assist MBD Mortgage Bankers in the resolution of issues that arise pertaining to the processing and closing of the loan
Proactively communicates service and/or business issues to MBD Mortgage Bankers to ensure timely and appropriate resolution

Investment Banking Assistant Resume Examples & Samples

Coordinate extensive travel arrangements (book flights, hotel accommodations, foreign currency, visas, travel related meetings, compiling materials for meetings etc)
Manage diaries
Provide cover for telephone calls for Bankers
Prepare monthly Expense Claims for the team while adhering to CS expense policies
Perform general office duties (filing, archiving, photocopying)
Process G&E pre-approval
Prepare various reports on annual basis as required
At least 4 - 5 years in admin experience, ideally in a financial services environment
Solid work experience in finance department or finance related duties is highly preferably
Excellent organizational skills, high sensitivity to figures, accuracy and attention to details
Sound communication skills, both written and oral (English and Thai)
Fast working, high energy and enthusiasm essential
Demonstrate initiative and have a flexible and positive attitude
Able to work independently, effectively and efficiently, work under pressure and meet deadlines
Strong computer skills - MS Word, Excel and PowerPoint
Flexible and mature approach to work; willing to learn new ways of doing things
Passionate about the role and willing to work outside normal office hours
Team spirit with strong sense of commitment to all team members

Cres Mortgage Banking Assistant Resume Examples & Samples

Provides technical support and expertise to CRES Mortgage Bankers in resolving customer issues, needs or concerns to enhance timely and effective customer service and promote efficient loan closings
Proactively communicates service and/or business issues to CRES Mortgage Bankers to ensure timely and appropriate resolution
Years of functional/professional experience: One or more years of residential lending, origination or processing experience preferred

Mortgage Banking Assistant Resume Examples & Samples

Provides support to loan originators with customers in matters pertaining to the loan origination function
Assists CRES Mortgage Bankers by monitoring loan status through close. Acts as a liaison between the CRES Mortgage Bankers, underwriters, processors and closing. Assist CRES Mortgage Bankers in the resolution of issues that arise pertaining to the processing and closing of the loan
Transact business in conformance with state and federal regulations such as, but not limited to, RESPA, HMDA, and Fair Lending Practices. Consistently works in accordance to published department sales and services standards

Private Banking Assistant Resume Examples & Samples

Remind manager of all tasks to be done. Take ownership of some tasks directly for clients that require day to day banking services
Pass orders: buy/sell trades (according to manager / client instruction)
Confirmation of execution of orders to client
Contact clients re corporate actions
Cash management: foreign exchange transactions, fiduciary deposits, etc
Verification on preparation of client transfers for authorised signatories & confirming verbally with the clients
Arranging transfers, cheques etc
Transfer of securities (internal/external)
Account openings (training being provided). Preparation of opening forms prior to preparation of internal paperwork for UK & Geneva compliance checks (some requirements are different), liaison with UK compliance, liaison with clients and/ or RMs for account processing. Liaising with both compliance departments on pendings & then clients
Coding accounts (including for special fee requirements), adding constraints to the systems
Account closings. Liasing with new bank and / or client. Managing the closure internally, internal checklists, communicating with client etc
Loans, Overdraft Facilities. Communicating levels to clients preparation of loan requests and forms for clients to sign before and following the agreement of the facility. Managing the levels/renewals of the facilities by communicating with clients in case renewal or exceeding limits
Fee Schedules. General awareness of what is available for effective preparation of workflows & discussion with RMs
Telephone calls with clients for all types of queries and / or daily requirements, identifying the client, adhering to the confidentiality guidelines
Organisation of incoming correspondence (fax, email, post) and execution of client orders, according to manager instructions
Organisation of outgoing correspondence (reporting, valuations, proposals etc.)
Preparation for client visits (valuations, missing documents, presentations, portfolio reviews etc.)
Entering & chasing up meeting notes on CRM/Focus/RMS database, ensuring all action items listed are followed up
Preparing BD or CRM trips for managers (list of clients to visit, arranging meetings, ensuring contact with the manager in case of emergency)
Providing ad hoc services and information to clients (e.g. helping with travel arrangements etc.)
Liaising with clients on tax reporting and some accountants
Attending some client meetings with RMs (account opening and follow ups)

Business Banking Assistant Resume Examples & Samples

Completes special projects as assigned
Performs other responsibilities as directed by management
GED or high school degree required
Associate’s degree in in Business or finance preferred
BBA – I: One (1) year related banking or administration experience and/or training preferred.*
BBA – II: Three (3) years of Commercial Loan Admin experience required.*
BBA – III: Five plus (5+) years of Commercial Loan Admin experience required.*
Years of experience or service is not the sole criteria for determining a BBAs level (I/II/III)
Solid skill set in the use of Microsoft Office Suites
Experience with Fiserv/ITI software preferred (BBA – I), required (BBA – II & III)
Experience with loan applications (i.e. LaserPro, ITI, etc.) preferred (BBA – I), required (BBA – II & III)
Understanding of collateral and loan documentation preferred (BBA – I), required (BBA – II & III)
Strong interpersonal skills including the ability to write letters, reports and other correspondence, ability to speak effectively with customers and lenders
Proven ability to problem solve, prioritize tasks and meet required deadlines

Business Banking Assistant Resume Examples & Samples

Prepares necessary forms such as checklists and worksheets to ensure that all commercial loans are properly documented and booked on the core operating system (ITI/Navigator) per approved conditions
Obtains and reviews supplemental documentation to ensure regulatory compliance and completeness of credit files, including, but not limited to, flood certifications, lien searches, appraisals and title insurance
Verify adherence to federal and state regulations and established bank practices to ensure compliance with these policies throughout the lending process. Prepare and submit all necessary forms to document the bank’s conformity with these regulations and policies
Follows up on tickler items for assigned commercial lender(s). Works with lenders and clients to ensure resolution of any exception items
Coordinates the updating of ticklers and imaging of financial and other documents
Assists commercial lenders by scheduling and facilitating loan closings and/or other meetings with the borrower, as directed. Works with other members of the loan support team to provide customer service to commercial lenders and their clients
Upon request, assist with processing daily overdrafts for assigned commercial lender(s)
Five plus (5+) years of Commercial Loan Admin experience required.*
Experience with Fiserv/ITI software required
Experience with loan applications (i.e. LaserPro, ITI, etc.) required
Understanding of collateral and loan documentation preferred required

Transaction Banking Assistant Resume Examples & Samples

Assist and support Sales Managers
Assist with management of customers
Ensuring sales opportunities are maximised
Assisting in overall account planning
Issuing customer proposals and Transaction banking reviews
Experience in a Transaction Banking related discipline, Banking, Financial Markets or Analyst background
A tertiary qualification in a business or related discipline is highly desired
Excellent analytical skills with the ability to think laterally and the flexibility to work in an environment of constant change
Ability to identify ways to strengthen the Global Transaction Banking Brand for stakeholders and clients through insights and reporting and ability to deal with client needs autonomously
Some understanding of Working Capital Management
Strong communication skills in order to manage client and stakeholder expectations and excellent professional presence and exceptional presentation skills
Client facing experience an advantage
Experience in dealing with a variety of customers in diverse industries
Strong industry and economic research background

Commercial Loan Admin Business Banking Assistant Resume Examples & Samples

Associate’s degree in in Business or finance preferred
Three (3) years of Commercial Loan Admin experience required
Solid skill set in the use of Microsoft Office Suites
Experience with Fiserv/ITI software preferred
Experience with loan applications (i.e. LaserPro, ITI, etc.)
Understanding of collateral and loan documentation preferred
Strong interpersonal skills including the ability to write letters, reports and other correspondence, ability to speak effectively with customers and lenders
Proven ability to problem solve, prioritize tasks and meet required deadlines

Commercial Banking Assistant Resume Examples & Samples

Handle and respond to customer informational requests and keep respective Commercial Relationship Managers informed when appropriate
Prepare and process documents, such as new accounts, fund transfers, etc
Complete account and product documentation
Maintain customer account records
Perform basic service transactions that take minimal time such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments
Offer assistance to clients who call for or drop by to see their Commercial Relationship Manager
Assist department and Commercial Relationship Managers in development of cross-selling and other sales activities and opportunities

Cash & Banking Assistant Resume Examples & Samples

Must have strong professional etiquette
Strong computer skills required i.e. Excel, Word, PowerPoint
Strong problem solving, analytical, and organizational skills
Must have previous customer service experience

Commercial Banking Banking Assistant Resume Examples & Samples

University student (Junior year or above) or graduates (Bachelor or Masters) with not more than 1 year of relevant experience
GPA 3.0 and above
Business Administration or Accounting major preferred
Strong English/Korean communication skills (written and verbal)
Proficiency in Microsoft programs
Basic Financial Knowledge

Banking Assistant Resume Examples & Samples

The company has numerous database sources (see below) for retrieval of data to deliver
General company and industry information gathering
SEC filings, and specific documentation within these filings
Research for creating company specific and industry reports
News runs
Bloomberg information requests
M&A deal specific information and statistics
Stock ownership runs
Secondary research for financial data and statistical information on companies and industries
SDC analysis (premium paid and fee analysis)
Creating Public Information Books (PIBs)
As the position requires regular and frequent interaction with bankers of all levels across the firm, the candidate should be comfortable with communicating with a wide range of employees
Ability to multi-task and quickly adapt to changing business needs
Conscientious and hard working
Strong attention to detail and accuracy
Strong computer skills (Microsoft Suite – Excel, PPT, Word, etc.) Salesforce.com is a plus
New York based Hours: 2:00PM to 11:00PM EST
New York based Hours: 12:00AM to 9:00PM PT
Bachelors Degree (business / accounting major preferred from nationally accredited university)
BA/CA with about 1-2 years of experience in financial research and analysis. Experience in working with financial services and related organizations including brokerage firms, third party research outfits, investment banks, private equity firms, corporate finance firms, etc
Good understanding of reading financial statements, interpreting analyst transcripts and guidance coming from top management of corporations
Experience in access and use of public information and proficiency with multiple proprietary third-party tools and databases
Excellent quantitative analytical skills and experience
Ability to use Excel, PowerPoint, Word, etc

Banking Assistant Resume Examples & Samples

Ensuring timely and accurate posting of all bank receipts and payments
Ensuring that all bank accounts are fully reconciled on a daily basis
Daily reconciliations of all credit card accounts
Providing analysis of banking and credit card fees vs forecast
Monitoring monthly fx gains and losses and provide commentary on movements in the month
Provide explanations for and proactively resolving all reconciling balances in a timely manner
Support the administration of global banking operations
Adhoc projects as required

Regional Banking Assistant Resume Examples & Samples

Private Banking
Commercial Banking
Commercial Real Estate
Mortgage Banking
Treasury Management
Wealth Management
Maintains high degree of professionalism in all interactions
Performs all sales functions of a Personal Banker for the supported sales teams
Opens new deposit accounts and understands the financial services offered by the bank. This includes knowing the features and benefits, rules, regulations, pricing, and a simple definition of each service. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits
Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position
Serves customers quickly, accurately, efficiently, and confidentially according to Customer Service Standards Manual. Takes a personal interest in each individual customer, making an attempt to establish rapport and looking for ways to help
Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them
Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services
Shows sincere appreciation for each customer’s time and business. Gives business card if not already given
Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act
Presents a neat and professional personal appearance
Performs limited administrative duties for the region
Manages and orders supplies
Completes expense reports

Commercial Banking Assistant Resume Examples & Samples

Assists boarding of commercial loans by performing all or some of the following actions: may order documents as required based on loan approval; assembles and reviews a variety of documents to assure completeness of loan packages and accuracy of documents based on type of loan, may order credit reports. Reviews computer system for completion of boarding
Sets up and maintains electronic credit files. Responsible for tracking loan ticklers and communicating directly with commercial banking offices to assist with portfolio management. Prepares letters to customers requesting required financial information
Acts as liaison between the bank and customers regarding operational aspects of implementing loan programs. Performs customer service activities including responding to a variety of customer requests, researching discrepancies and resolving issues. Interacts regularly with loan service center, title companies, legal department, commercial appraisal services and commercial banking offices
Responds to telephone and facsimile requests from commercial banking offices, such as requests for advances, provision of balances, and rate quotes. . Send demand letters; may provide credit ratings; may track loans and set rates based on customer’s request
Computes funds availability adhering to credit line limitations and any approved over-advance. Makes loan/line advances and transfers funds accordingly based on customer needs and loan conditions; tracks loans and collateral. Applies payments appropriately
Prepares various debit and/or credit entries to general ledger or other subsystems. Books transfers between accounts in accordance with established procedures and policies
Spreads financial information of customers/prospects by entering data appropriately into PC software programs
Reviews computer reports for current, accurate and complete loan information. Checks loan system for loan history and depository balances, extracts data for review by lending officer
Prepares and/or completes various reports such as term loan annual review report, loan status report, etc. Inputs and retrieves data utilizing knowledge of various computer software programs. Compiles and computes data for routine business reports as instructed. Assists with special projects as assigned
Posts data to various records and forms, makes and maintains charts, gathers data from various sources and prepares reports, answers and files correspondence and performs similar duties requiring the exercise of clerical and office skills
For participations/syndications, may wire funds based on agent’s request; prepares transmittal to lock in term rate
High school
One to two years
Previous experience as secretary or administrative assistant
Basic commercial loan documentation knowledge
Knowledge of basic accounting
Answers telephone and screens calls
Balance figures
Compile statistics
Develop office procedures
Perform math and analysis
Proofread documents
Research information
Frequent use of PC and various software applications
Written and verbal communication

Commercial Banking Assistant Resume Examples & Samples

Primary customer contact for loan administration issues
Prepares ELARs, obtains needed approvals, and submits to Commercial Loan Servicing
Reviews loan documentation for accuracy and completeness prior to execution
Processes real estate documentation including title work, recording, and insurance
Coordinates new deposit account openings and closings
Coordinates and processes direct mail campaigns
Updates, maintains, and records receipt of financial documents and tracks next due date
Handles routine and confidential customer correspondence and other departmental administrative needs

Public Finance Investment Banking Assistant Resume Examples & Samples

Facilitate processes and procedures to successfully complete bond financings
Create and update PowerPoint presentations
Conduct research and draft official statements
Assist with drafting presentation materials for rating agency review
Coordinating marketing efforts and conference logistics
Draft proposals and correspondence
Calendar management, travel arrangements, invoice and expense processing, reconciliation of Visa statements, and scheduling meetings
Filing and database administration

Private Banking Assistant Resume Examples & Samples

Operational and Investment Support – Investigating client queries and processing their banking instructions in an efficient manner
Credit Operations – Assisting the relationship team in achieving team targets by conducting numerical and qualitative analysis to support their credit proposals
Managing internal administration requests

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