Consumer Banking Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the consumer banking job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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T O'Hara

Troy

O'Hara

1458 Reynolds Crossing

Houston

+1 (555) 114 7663

1458 Reynolds Crossing

Houston

Phone

p +1 (555) 114 7663

Experience Experience

New York, NY

Consumer Banking

New York, NY

Gerhold, Lind and Ritchie

New York, NY

Consumer Banking

Manages the full scope of training development (assessment, development, piloting, adjusting, deploying, measurement & evaluation)
Regularly reviews course feedback and develops continuous improvement action plans
Provide digital learning design and architecture including consultation on build vs buy decisions
Project Manager for national, large scale retail programs such as LED retrofits, Building Management System installations etc. Daily and frequent tasks include but not limited to
Develop a full training plan for the Consumer Banking business through collaboration with the business and other functional leaders and peers
Demonstrate a strong sense of urgency in responding to escalated issues, rapidly changing priorities and adverse performance
Define, validate and track key operational performance metrics

Dallas, TX

Consumer Banking Rep

Dallas, TX

Torp, Medhurst and Watsica

Dallas, TX

Consumer Banking Rep

Effectively manage and secure assigned teller cash drawer 
Effectively manage and secure assigned teller cash drawer
Meet or exceed all established activity goals (face to face appointments), voice to voice calls etc. to drive sales and referral results
Meet or exceed all established activity goals (face to face appointments), voice to voice calls etc. to drive sales and referral results 
Actively solicit new consumer loan opportunities and complete the consumer loan process
Maintain a system of orderly follow-up by mail, telephone and e-mail with new and existing clients to generate additional business 
Participate in branch activities including community events, call nights and promotional events 

present

Dallas, TX

Consumer Banking Control Manager

Dallas, TX

O'Hara, Skiles and Kreiger

present

Dallas, TX

Consumer Banking Control Manager

present

Partner with business operating units to understand key business objectives, processes, risks and controls
Partner with LOB/Region Compliance teams, Internal Audit, Operational Risk and other control functions in driving the strategic agenda to improve the control framework, as well as, the execution of tactical steps
Support the team’s execution of the Operational Risk Management standards, methodologies, and procedures
Advise business of risks and be a proactive, independent advisor to the assigned business, identifying business risk issues and recommending solutions
Support the implementation and execution of the Risk and Control Self Assessment Program including
Flexible and creative thinker
Facilitate end to end reviews and deep dives with assigned business units

Education Education

Bachelor’s Degree in Business

East Carolina University

Bachelor’s Degree in Business

Skills Skills

Build a cohesive team through strong communication, team involvement, and strong leadership
Communicate effectively with Senior leaders to enable transparency of the program management office
Execute each program in the strategic portfolio, including quickly escalating key issues/recommendations to senior management for resolution
Work with business leads, IT, and other partners to define key programs and projects
Provide primary management, leadership, influence and oversight of functional project managers to ensure alignment to strategic roadmap objectives
Provide primary management, leadership, influence and oversight of functional project managers to ensure alignment to strategic roadmap objective
Identify program-level dependencies, resourcing gaps, key issues and present recommendations for resolution
Direct cross-organizational program teams through project lifecycle from ideation to project execution, including executive approval and multiple demand management processes, and ensures quality and timely completion of efforts
Shape operational and/or functional execution of department strategies and how they are accomplished
Demonstrate superior judgment to mitigate risk. Fosters an environment where risk/control issues are escalated and trends are anticipated and identified

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Assistant VP Consumer Banking Resume Examples & Samples

Lead audit projects from planning to reporting and deliver a quality product in line with department standards
Finalize audit findings and use judgment to provide an overall opinion on the control environment
Partner with colleagues, regulators, clients and control community members to develop, evaluate, test and report on the adequacy and effectiveness of control environment
Build and maintain key relationships with stakeholders, establishing a culture of engagement while adding value
Partner with other groups within Audit to ensure the delivery of an integrated audit program of coverage
Contribute to a business climate and culture that encourages integrity, respect, excellence and innovation
Bachelor's degree in Accounting/Finance, Economics or related discipline
At least 5 years auditing experience or public accounting
5 years of audit/business process improvement experience
CPA or similar designation preferred
Working knowledge of Regulatory Compliance
Knowledge of banking industry preferred
Proficiency in risk analysis
Ability to plan, lead and execute audit assignments
Ability to manage multiple tasks concurrently in an efficient and effective manner and with minimal supervision
Perform audit work in accordance with department and professional standards and complete assignments in an efficient manner
Excellent communication (i.e., verbal and written) and interpersonal skills, with the ability to present complex and sensitive issue to senior management and influence change
Enthusiastic, self-motivated, effective under pressure and willing to take personal responsibility/accountability
Advanced desktop skills in products to support the above (Excel, PowerPoint etc.)
Ability to perform out of state travel up to 25%

Manager, Internal Comms Consumer Banking Resume Examples & Samples

Bachelor’s degree in communications or other related field
Expert knowledge of communications and 4 - 6 years of experience within internal communications
Demonstrated track record of managing successful, internal communications programs that employ creativity and use a variety of tools, forums and media
Experience in working with senior executives and a proven ability to effectively counsel and advise on a wide range of topics
Strong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior-level executives
Integrity, maturity, dependability, a positive professional attitude
A team player who will implement initiatives effectively and motivate others to carry out their work
Excellent organizational and project management skills
Experience or demonstrated ability to work effectively in a team based environment within a heavily matrixed organization
Strategic mindset to integrate business strategy into all communications
Critical Competencies Include
Oral Communication
Written Communication
Flexible work style
Results Orientation

KYC Manager, VP-consumer Banking Resume Examples & Samples

Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices
Partner with AML Compliance/AML Analytics & Design teams to continuously develop and improve processes
Partner with Business Process Manager regarding required updates to Policies & Procedures
Track and report daily Productivity and Quality metrics
Supervise personnel issues, operational matters, and coordinate problem resolution as needed
Monitor employee performance to ensure adherence to productivity levels and quality of service within established time frames and guidelines
Define and communicate performance expectations, establish goals and standards, write performance evaluations, conduct performance evaluation feedback sessions, and initiates progressive discipline as needed
Responsible for executing policies and procedures; ensuring audit compliance to minimize loss
Responsible for participating in regular RCSAs (Risk and Control Self Assessments) ensure appropriate controls are in place to mitigate risk and pass Audits
Flexibility with domestic travel - approximately 10% - 15%
Pursue CAMS certification
Act as escalation point for staff with customer issues to ensure service quality resolution & root cause
Provide management with suggestions and statistics to support process improvements that will generate additional revenue, lower servicing costs, and improve overall customer service
Assist management in monitoring the business plan relative to service goals and understanding the overall financial impact
Experience in the field of Compliance/Anti-Money Laundering/Know Your Customer preferred
Background in banking
Ability to use sound judgment to ensure due diligence meets regulatory standards
Proven leader of process and organizational change
Comprehensive knowledge of all aspects of line of business processes and procedures
Experience with external regulatory exams
Detailed knowledge of services and operation systems and proficient in all aspects of business software (MS Office)
Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing on them
Understands expenses/volumes and impacts to unit cost. Focuses on metrics to achieve goals
Undergraduate degree preferred
Strong interpersonal skills; ability to partner with internal colleagues and leverage internal resources

Consumer Banking Control Manager Resume Examples & Samples

Partner with business operating units to understand key business objectives, processes, risks and controls
Partner with LOB/Region Compliance teams, Internal Audit, Operational Risk and other control functions in driving the strategic agenda to improve the control framework, as well as, the execution of tactical steps
Support the team’s execution of the Operational Risk Management standards, methodologies, and procedures
Support the implementation and execution of the Risk and Control Self Assessment Program including
Process Mapping
Facilitate end to end reviews and deep dives with assigned business units
Risk Assessments
Control Identification, Assessment and Substantiation
Issue Management and Action Plan validation
Evaluate the quality of content, implementation and ongoing execution of established RCSAs
Follow-up with accountable business leaders and their teams to ensure control issues (regulatory, audit, compliance identified, and business/self identified) are effectively resolved and subject to in-depth root cause analysis
Partner with business and control leadership in driving open discussion of issues and control gaps
Support business units with root cause analysis of key control events
Oversee creation, documentation, tracking and closure of Action Plans in the firm’s risk reporting system (Phoenix)
Compile, update and prepare reports and analysis on issues and controls
Coordinate internal and external audit examination activities for impacted business units
Bachelor's degree or equivalent experience in accounting, finance, business or related field
MBA preferred but not required
Relevant risk management experience and awareness either gathered through a risk or audit role preferred
Self-motivated & confident decision-maker with the ability to demonstrate leadership, challenging and influencing change where necessary
Collaborative team player able to develop meaningful and effective working relationships with fellow colleagues
Ability to manage multiple assignments and meet tight deadlines within a team environment
Sound business judgment and objectivity
Proficiency in Visio prefered

Kyc Specialist Consumer Banking Resume Examples & Samples

In-depth understanding of KYC policies and procedures
Analyze transaction history against KYC standards
Utilize all available tools to verify consumer purpose and legitimacy
Determine additional steps required to decision and validate AML risk to the firm
Interact with Bankers and customers to obtain required information
Accurately document the research and analysis conclusion to KYC standards
Escalation appropriately for those customers who do not meet KYC standards
Experience with Anti-Money Laundering / Know Your Customer policies & procedures strongly preferred
Consumer Banking Risk/Fraud experience preferred
Strong research/analysis skills required
Ability to research and understand consumer transactions using various customer account platforms
Independent decision making ability, and strong analytical skills
Excellent organizational and follow-up skills
Strong system fluency including mainframe and PC based systems, with a strong proficiency in Word and Excel required
Self-Motivated, Self-Starter, Team Player
Ability to manage a heavy workload in various stages of completion with little supervision
Ability to effectively partner with all levels of management
Ability to identify risk and provide process improvement suggestions

Consumer Banking Resume Examples & Samples

Bachelor's or advance degree in business, or related field preferred
3 or more years of experience in a senior level operational risk management or analytics required
3-5 years of compliance, reputational and operational risk experience preferred
Self-motivated and confident decision-maker with the ability to demonstrate leadership, challenging and influencing change where necessary
Experience implementing Quality Standards and writing Quality Control Procedures preferred
Strong Microsoft Product skills required
Strong problem solving skills required
Strong interpersonal and analytical skills required
Polished verbal and writing skills required
Experience working under time pressure and deadlines
Experience identifying reputational, legal and operational risk concerns
Flexibility and ability to work in a fast-paced environment where priorities shift rapidly
Ability to deal with highly confidential information in a professional manner Knowledge of the
Consumer Bank business and related operational processes desired

Consumer Banking Platform, Conversion Lead Resume Examples & Samples

Responsible for data analysis and reconciling gaps for missing data elements
Leads/Conducts acceptance testing before turning data over to client team for testing
Partners with data conversion/platform configuration team to identify specific scenarios in order to ensure quality
Participates in internal testing and review of data/configuration
Prepares initial Data Conversion File request and sets schedule for receiving data files
Ensures all required data elements are being received at conversion (e.g., checking file matches requirements)
Defines Profiling Specs and analyzes data to identify gaps in requirements
Defines data edits that should be run to validate accuracy of data received
Creates data conversion requirements
Analyzes source data files to layout to develop data conversion requirements
Bachelor’s Degree and minimum 4 years of IT experience OR in lieu of Degree High School Diploma/GED and minimum 8 years of IT experience
Minimum 3 years of experience with data conversion (as a data analyst preferred)
Experience managing conversion and large project management activities of a core banking platform such as FIS, Fiserv, Finnacle, etc
Minimum 4 years of Project and/or Program management experience (managing large distributed teams preferred)
Working knowledge with data handling (SQL, PL SQL, etc.)
Demonstrated deep understanding of data translation
Proven experience creating data mapping specs and validating data to system configuration
Excellent analytical skills with demonstrated experience implementing solutions from data analysis
Excellent verbal and written communication skills and demonstrated skill communicating requirements to audiences at different levels within the organization

Team Manager, Consumer Banking Resume Examples & Samples

Track, monitor, and communicate system issues; escalate as necessary
Participate in System Issue Bridge calls
Ensure high level of customer satisfaction & quality
Proactively identify and implement strategies to reduce escalated calls or Help assistance to EHD
Coordinate multiple priorities & demonstrate ability to follow through on projects to completion
Cultivate environment of trust, teamwork, self-confidence & ownership
Develop & implement programs to motivate employees & stimulate high sense of business ownership & urgency
Ensure compliance with operational instructions as well as state & federal regulations
Daily testing of systems performance and quality assurance
Occasionally take escalated calls from customers (or Clients) to ensure prompt and accurate resolution of issues
Uses judgment based on practice and precedence
Bachelor’s degree or High School Diploma/GED or a minimum of 2 year experience in a financial services, collection, operations or customer service setting
Minimum of 2 years of supervisory or leadership experience
Must be able to work shifts starting at Noon CST with a rotating weekend shift, plus holidays and extended hours as business needs require
Demonstrated effective leadership skills & experience leading teams of 15+ personnel
Excellent organization, prioritization, time management skills
Proven ability to lead and manage multiple projects through to completion with minimal supervision
Demonstrated ability to handle multiple priorities
Proven track record of using sound judgment in decision making & problem solving
Excellent verbal/written communication skills
Ability to work with multiple levels of management internally and with customers (or clients)
High integrity & ability to handle confidential information
Strong overall business perspective
Ability to become proficient with applicable Retail Finance systems in order to effectively lead teams
Creativity and high energy level. Ability to work evening, weekend, holiday rotational work schedules
Familiarity with (enter department specific systems here), Kronos

Consumer Banking Resume Examples & Samples

Partner with Controls Centers of Excellence and Function Control Officers to engage in Key Matters assignments and support LOB execution
Assist in defining components of BAU Control execution for the LOB go-forward ownership of firmwide matters
Support the team’s reporting of Key Matters status, issues and risks to Governance team to drive open discussion of issues and control gaps
Advise business of risks and be a proactive, independent advisor to the assigned business, identifying business risk issues and recommending solutions
Support the implementation and execution of Key Matters programs via existing Controls infrastructure, including
7 to 10 years in the financial services industry; including background in operational risk management, audit, compliance, or operations
Working knowledge of operational risk and control frameworks (e.g. RCSA practices, KRI, loss events, COSO, COBIT, SOX ) in a regulated environment (i.e. Basel II standards, FFIEC guidance, etc.)
Demonstrated experience in risk and control self-assessments, including process mapping, risk analysis and control design evaluation skills
Strong interpersonal and analytic skills, particularly influencing and negotiation
Effective communicator with excellent written and verbal communication skills
Strong analytical and documentation skills, as well as attention to details
Flexible and creative thinker
Proficiency in Microsoft Excel and PowerPoint required
Proficiency in Visio preferred

Global Consumer Banking Resume Examples & Samples

Responsible for all aspects of the CER application including preparing new requirements related to application enhancements and stabilization of the BAU support of the application
As application owner, responsible for the coordination of all aspects of the application including but not limited to: system updates (CSI, CISAR, EERS, ADQR, ARCHER, etc). Responsible for the stability of the CER application in all environments including being the primary interface for incidents and changes across all CER environments
Manages current and new releases including providing leadership for the Development resources on code development, application deployment, application packaging for each environment, testing and PROD/COB updates
Functions as the primary interface for required updates (as per Citi policy/CATE); including the coordination and maintenance of FIDS with GIDA, Webbank updates to support URL interface (WINTEL) and DBA Support. Directly responsible for coordinating all service impacts (incidents and changes) raised by any group as impacting servers on which CER resides (across all environments)
Manages all aspects of Incident, Problem, Change, Configuration, and Request Management for the CER application. Primary owner of the incident and change groups for the CER application
Partners with CTI Service Assurance Global Process owners to understand changes and impacts to Consumer users. Ensure Consumer stakeholders are informed and understand system capabilities, standards, and opportunities
Functions as the Program Manager for all global releases for CER; is responsible for coordinating all global enhancements to CER on behalf of Consumer; ensures the requests are agreed and prioritized by ISD Leadership, Production Management and the Regions. Manages the communication plan for global enhancements/new releases; coordinates and provides updated communications on impacts or benefits to Service Delivery, Production Management and GCT
Drives consistent utilization and understanding of CER with the Technical Teams who support CER, ISD and Production Management
Minimum 8+ years of Project/Program Management or Service Management experience preferably within a technology organization, Application and Infrastructure background preferred
Strong program and project management skills for global deployments Strong analytic skills including trend analysis and data quality validation methodologies. Expert with Excel, PowerPoint and SharePoint
Must be equally comfortable working with technology and business resources; highly skilled in understanding and communicating to development, business and DBA resources the specifics required for their support of the CER application. Extensive experience in technology with a strong acumen for understanding business needs is essential
Knowledge of ServiceNow with understanding of how ServiceNow works including incident, problem and change management modules
Strong executive-level communication skills; both written and verbal
Ability to take assignment from Sr. directors and work independently to frame material and/or manage resolution
Confidence to work with a broad range or teams/disciplines
Strong attention to detail related to data quality control and documentation consistency
Demonstrated experience in Program/Project Management practices and methodology; proven success building and managing large scale programs
Proven success resolving business issues and implementing solutions in areas that include organizational effectiveness /development, strategic planning, or process improvement
Strong understanding of process reengineering experience and experience in driving change. Process management (including quality and service management, iTIL) or organizational effectiveness/development preferred
Strong leadership, organizational, and influencing skills
Self-directed, motivated to manage imperfect information, decision and drive to successful conclusions
Skilled in handling constant pressure, juggle multiple demands
Comfortable dealing with ambiguity and forming logical actions as result
Demonstrated ability to work across organizational boundaries
Excellent relationship management skills with business units
Demonstrated ability to work with broad range of functional teams and executives

Director of Consumer Banking Resume Examples & Samples

Accountable for the overall consumer banking segment P&L, including consumer deposit and card-based products and influencing the distribution across shared Retail delivery channels. Influence and advocate for the prioritization of consumer banking initiatives and investments within the Retail Banking line of business
Accountable for the product management and pricing for consumer deposit, card-based solutions and ancillary services. Oversee the new product research and development, existing product optimization and overall category/product portfolio planning for consumer banking
Oversee the strategic program management function supporting key consumer business development and revenue-producing initiatives (e.g., Premier Banking, Bank at Work)
Responsible for the selection and management of strategic vendor partnerships to deliver and support the consumer banking solutions
Collaborate with Marketing to influence the selection and prioritization of promotions/campaigns, to drive customer segmentation and needs assessment efforts, and to shape the value propositions for consumer banking solutions
Collaborate with the Retail Channel leaders to perform sales planning, forecasting and goal setting, to assess the voice-of-customer and employee feedback and to prioritize the distribution and delivery of consumer banking solutions
Collaborate with Finance and Business Intelligence to assess, report, budget and manage the product, customer and channel profitability for consumer banking
Ensure all applicable legal, compliance and regulatory requirements are understood and met
Responsible for the recruiting, hiring, coaching of direct reports. Ensure strong focus on colleague development and engagement within organization span of control
10-12 years Strong experience in the Consumer/Retail segment – ideal candidate will have extensive experience with people management, sales planning, product/program management, strategic planning, and vendor partnership management required
7-10 years Cross-team collaboration - ideal candidate will have extensive experience working with Marketing, Finance and IT/PMO functions required
4-7 years Direct P&L management and financial planning experience required

Product Lead Digital Consumer Banking Resume Examples & Samples

Lead multiple large, complex and/or highly-visible programs that have significant financial, reputational or regulatory risk, and requires deep and broad subject matter expertise (and the willingness to learn / dive into new content areas)
Work with business leads, IT, and other partners to define key programs and projects
Shape operational and/or functional execution of department strategies and how they are accomplished
Direct cross-organizational program teams through project lifecycle from ideation to project execution, including executive approval and multiple demand management processes, and ensures quality and timely completion of efforts
Provide primary management, leadership, influence and oversight of functional project managers to ensure alignment to strategic roadmap objective
Provide primary management, leadership, influence and oversight of functional project managers to ensure alignment to strategic roadmap objectives
Assist business unit by acting as the digital thought leader for strategic roadmap activities: turning strategic plans into programs, identifying project framework, defining resource needs, and navigating the resource-demand processes
Execute each program in the strategic portfolio, including quickly escalating key issues/recommendations to senior management for resolution
Identify program-level dependencies, resourcing gaps, key issues and present recommendations for resolution
Build a cohesive team through strong communication, team involvement, and strong leadership
Communicate effectively with Senior leaders to enable transparency of the program management office
Demonstrate superior judgment to mitigate risk. Fosters an environment where risk/control issues are escalated and trends are anticipated and identified
10+ years in program / project management or related experience
Prior experience in financial services industry preferred; Consumer Banking a plus
Strong executive presence, comfortable interacting with and presenting to all levels of management
Experience managing vendors and execution of new product launches / transformation efforts preferred
Experience interacting with complex demand management and technical programs preferred
Demonstrated strong ability to analyze problems, communicate effectively and confidently (both verbal and written), and demonstrated influencing skills to work in cross-functional teams
Strong influencing and partnership / collaboration skills
Ability to productively work in a matrix management organization
Bachelor’s degree required with strong academic credentials
Positive, team-oriented attitude and inspiring leadership skills a must
Comfortable with leading change management
Travel requirement: approximately 25%

Consumer Banking Credit Card-practice Lead Resume Examples & Samples

Bachelor's degree or an equivalent combination of education and related work experience
8 years of experience in BIO practice management
Experience with project management
Experience in the designated LOB(s)/Function(s)
Master's or other advanced degree
Project Management or Six Sigma Certification

Consumer Banking Resume Examples & Samples

At least 7 years of related work experience
Master's degree in Business Administration or Finance
Experience in consulting for corporate strategy within banking and/or financial institutions

Consumer Banking Default Resume Examples & Samples

2+ years of mortgage/financial default related experience
Data Entry (10 Key) skills are essential
Working knowledge of Microsoft Word and Excel
Ability to multi-task and work independently
Strong Verbal and Written Communication Skills
Strong critical thinking skills
Extremely detail oriented and organized
Intermediate MS Work- specifically Excel

BSA / AML, Mgr-consumer Banking Division Resume Examples & Samples

Provides leadership oversight on various BSA compliance functions related to the line of business
Evaluates workflows and consults with business leaders on enhancements to internal controls to effectively resolve weaknesses or gaps in controls
Executes second line of defense compliance practices relevant to BSA/AML for the line of business
Consults with legal counsel, auditor, and/or examiners regarding BSA, AML, and OFAC compliance issues
Manages BSA policies and programs; consults on policies/procedures and ensures compliance with laws/regulations for the business unit
Manages and/or performs periodic monitoring to determine effectiveness of unit’s compliance to regulatory requirements, internal policies, and best practices
Educates organization employees with regard to identifying/responding to BSA/AML requirements
Maintains awareness of best practices and the changing regulatory environment, and emerging threats
Conducts regularly scheduled training and information sharing on relevant corporate and BSA/AML/OFAC related issues and changes
LI-NR1
10+ yrs combined Compliance/Audit/Risk Management experience
Bank operations, policies and procedures, systems and operating rules
BSA regulations pertaining to suspicious AML-related customer activity
BSA-related suspicious activity detection systems
Critical elements needed to ensure acceptable SAR quality
Identifying various white collar, general fraud and money laundering schemes

Consumer Banking BIO Ad Hoc Report Developer Resume Examples & Samples

Work with practice lead and BA team to fully understand customer requirements and develop ad-hoc reporting with quick turnaround
Compiling data from multiple unrelated sources (i.e. incentive and consumer banking data to meet end user requirements)
Supply information for regulatory and compliance reporting
Work with a team of on-shore developers, supporting the lines of business within Consumer Banking
Bachelor’s degree or an equivalent combination of education and related work experience
6 years of work experience in business solutions analysis
Experience with SQL
Experience with TOAD
Experience with MS Excel and Access
Experience with the Cognos is a plus
Experience with QlikView is a plus
Experience with SAS is a plus
Experience with Financial Services is a plus
Strong analytical, conceptual and problem-solving skills required
BA/BS in Computer Science, MIS or related job experience
Ability to work under tight deadlines

Unit Head Consumer Banking Resume Examples & Samples

Accountable for achieving monthly & annual sales targets for the city, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share
Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team
Manage staff attendance levels, based on monthly absence statistics (annual leave, sick leave, etc.) to ensure proper work ethics & discipline
Determine and manage Training Needs Analysis and Succession plans for Team Leaders in the branch
Working with the team to achieve sales & service through in-branch business development activities
Ensure that branch staff own and manage customer queries and complaints by taking ownership and resolving in a timely manner. Act as the escalation point for their unresolved queries and complaints
Establish DBS Bank as a wealth management provider in India. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks. These updates to be shared with the Head CBG and Product teams at regular intervals. Also identify local promotional activities which will help reinforce the DBS brand
Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries
Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies & customers
3-5 years of sales experience in retail banking and/or bancassurance
Proven sales track record in the insurance/ financial services industry
Sound Understanding of financial planning and wealth management products
Knowledge of competitors and market place
Preferably AMFI and or IRDA certified

Consumer Banking Resume Examples & Samples

Commitment to personal growth and career development; a strong desire to learn; and success in team environments
Knowledge of the global or domestic business landscape (preferred; but not required)
Strong communication; planning; and organizational skills
Analytical and quantitative skills
Desire to develop a deep understanding of the financial industry
Unquestioned commitment to integrity and ethical decision-making

Consumer Banking Rep Resume Examples & Samples

Perform both Personal Banker and Teller functions in the delivery of efficient, accurate and professional service that defines a quality client experience 
Interact with the consumer market to achieve new clients and expand relationships with existing clients in person, by telephone or e-mail 
Sell, open and maintain all retail products and services of FMB and cross sell other FMB services to both new and existing clients 
Maintain thorough knowledge of all bank products and services including pricing, bank policies and government regulations 
Apply basic sales skills in creating value for FMB clients through needs based selling 
Provide professional quality service and react appropriately to solve client problems to ensure that resolutions and follow-ups are completed in a timely and accurate manner to the client’s satisfaction 
Engage in outbound calling and needs assessment as assigned by the Branch Manager to generate qualified referrals and sales 
Maintain a system of orderly follow-up by mail, telephone and e-mail with new and existing clients to generate additional business 
Participate in branch activities including community events, call nights and promotional events 
Make referrals to appropriate specialists including Commercial, Community Banking, Wealth Management, Mortgage, On the Job Banking 
Achieve growth goals and client satisfaction objectives 
Meet or exceed all established activity goals (face to face appointments), voice to voice calls etc. to drive sales and referral results 
Adhere to all teller and banker related policies and procedures 
Effectively manage and secure assigned teller cash drawer 
Participate in all required training sessions for both compliance and other bank functions 
Maintain adequate controls to ensure compliance with consumer protections regulations in defined area of responsibility 
Implement and adhere to bank-directed policy and changes relating to regulatory amendments
College degree or commensurate experience in Retail Banking and/or sales required
Minimum 1 year of financial services experience in Retail Banking Teller or Banker positions
Proven ability to apply basic sales skills in the area of consumer lending and deposit products
Subject to SAFE Act registration requirements

Consumer Banking Rep Resume Examples & Samples

Participate in all required training sessions for both compliance and other bank functions
Apply sales skills in creating value for FMB clients through needs based analysis and selling 
Actively solicit new consumer loan opportunities and complete the consumer loan process
Retail banking experience with a minimum 1 year of consumer lending experience in a Client/Contact Sales position

Consumer Banking QPM Specialist Resume Examples & Samples

1 year work experience in a back office operations area or customer service/call center environment
Basic proficiency with Excel and Word
Demonstrated ability to use analytical skills to identify and escalate business issues
2 years work experience in a quality, compliance or business analyst function

Consumer Banking Resume Examples & Samples

Bachelors Degree in Real Estate, Finance, or Business preferred
Excellent communication and interpersonal skills with a demonstrated ability to be flexible around work demands
Proven track record of being a strong team player willing to contribute wherever needed
Basic skills with Microsoft Office Outlook, Excel and PowerPoint
Proven ability to lead and execute on multiple projects with different objectives at the same time
Self-motivated and capable of working with limited supervision
Ability to respond to common inquiries or complaints from clients, co-workers
Ability to prioritize and manage multiple tasks, while meeting deadlines
Requires basic knowledge of financial terms and principles

Consumer Banking Bankcard Services Specialist Resume Examples & Samples

Processing Credit Card transactions- both monetary and non-monetary
Compiling and distributing production reporting and/or budgeting information to the department. Also in-depth reporting monitoring and maintenance
Managing department wide projects, including researching and assembling reporting to include in-depth analysis
Responding to internal and/or external customer complaints or requests and resolving problems within scope of authority and departmental operating guidelines
Balance transfer accounting and other general accounting support to include coding and entry of debits/credits with the use of General Ledger tickets or manual spreadsheets
Official check generation and management
Other research requests and duties as assigned
One year Customer Service Experience
One year clerical experience with strong data entry skills
Ability to multi-task, ability to work with minimal supervision
Must be PC literate using Microsoft suite of standard products
Previous credit/bank card experience strongly preferred
Previous bank operations experience strongly preferred
Intermediate to advanced skills in MS Excel and PowerPoint
Previous accounting experience or degree
Extremely strong analytical ability
Experience with First Data

Consumer Banking Rep Resume Examples & Samples

Following the completion of onboarding training, Perform both Personal Banker and Teller functions in the delivery of efficient, accurate and professional service that defines a quality client experience
Interact with the consumer market to achieve new clients and expand relationships with existing clients in person, by telephone or e-mail
Sell, open and maintain all retail products and services of FMB and cross sell other FMB services to both new and existing clients
Maintain thorough knowledge of all bank products and services including pricing, bank policies and government regulations
Apply sales skills in creating value for FMB clients through needs based selling
Participate in branch activities including community events, call nights and promotional events
Make referrals to appropriate specialists including Commercial, Community Banking, Wealth Management, Mortgage, On the Job Banking
Achieve growth goals and client satisfaction objectives
Effectively manage and secure assigned teller cash drawer
Maintain adequate controls to ensure compliance with consumer protections regulations in defined area of responsibility
Proven ability to define and offer solutions to resolve problems
Ability to apply basic consultative skills when interacting with customers to determine their financial needs

Cluster Head Consumer Banking Resume Examples & Samples

To set specific goals/ and agenda to the teams and develop a strategic plan to achieve the consumer business targets
To implement exceptional customer service and achieve high score of customer satisfaction rating
To ensure internal operational risk compliance is in place
To drive achievement of region/branch sales, portfolio and revenue/profitability targets
To maintain strong relationships with local authorities and ensure operational policy compliance
To provide on-the-ground inputs and assistance to the Operations team to ensure that administrative and business processes are followed
15+ years of experience in WM/ banking Sales sales, with at least 10 years of leading and managing teams
Experience in the banking and finance industry would be an advantage
Strong skills in sales management and leadership
Good motivational Skills and interpersonal skills
Excellent written and verbal English

AVP, Team Leader TRM, Consumer Banking Group Resume Examples & Samples

To monitor daily sales of RMs
To supervise and to provide guidance & support to TRM in performing RM duties
To implement sales process framework to ensure there are no miss-selling incident

Consumer Banking Rep Resume Examples & Samples

Perform both Personal Banker and Teller functions in the delivery of efficient, accurate and professional service that defines a quality client experience
Create value for FMB clients through effective needs based analysis and selling
College degree or commensurate experience in Retail Banking with consumer lending experience required
Strong negotiating skills

Consumer Banking Resume Examples & Samples

Lead the Digital Learning Solutions agenda associated with all aspects of design, development and digital delivery utilizing a full menu of options for the business (e-learning, digital, mobile, simulations, gamification, animation, audio/video, micro-learning, MOOCs, classroom, etc.) as needed to deliver commercial outcomes against Next Gen training objectives
Manages the full scope of training development (assessment, development, piloting, adjusting, deploying, measurement & evaluation)
Develop a full training plan for the Consumer Banking business through collaboration with the business and other functional leaders and peers
Provide digital learning design and architecture including consultation on build vs buy decisions
Partner with the business to develop effective learning strategies to support the unique needs of each job family focusing on digital, non-classroom options where appropriate
Accountable for the quality assurance and testing of all courses (vendor and non-vendor; includes ADA standards with a focus on course operating standards and controls)
Manages the production of the digital learning pipeline
Ensures procedures are written, approved and followed from a risk perspective
Develops key components of business reviews to evidence progress against agreed to objectives
Regularly reviews course feedback and develops continuous improvement action plans
10+ years of experience leading a training organization
BA required, ideally in a related field such as HR, Computer Science, Education
Excellent communication, interpersonal and relationship building skills with the ability to influence all levels of the organization
Strong consulting and negotiation skills
Tangible experience with all aspects of instructional design and development
Demonstrated use of digital learning elements in all aspects of design and development
Demonstrated excellence in driving large-scale projects
Able to manage competing priorities in a fast-paced environment
Strong “hands-on” leadership skills with a proven track record of leading cross-functional design teams in multiple locations
Proven ability to initiate, manage and drive change
Ability to move between strategy and tactical execution with ease

Unit Head-consumer Banking Resume Examples & Samples

Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of
Directly responsible for discipline – initiate misconduct or incapacity charges, follow discipline processes together with HR
Brief staff on promotional and product launches; provide regular feedback on sales performance
Establish relationships with key clients or business influencers in the local area, including doing some client entertainment within overall annual budget limits
Support product specialists and the direct sales team in marketing of group schemes and other corporate products to local businesses
Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures
Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity
Overall 8-10 years of experience in sales & 2-3 years in a leadership or team management role

Consumer Banking & Merrill Edge Open House Resume Examples & Samples

Series 7 and Series 66 licenses; if not currently held, must be obtained within a defined time frame
Demonstrated passion and interest in financial markets
Proven ability to meet and exceed productivity and quality monitoring goals
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Ability to establish strong client relationships
Strong time management and organizational skills, ability to multi-task and operate efficiently
Requires basic knowledge of the organization, products and/or services
Must be technologically savvy and able to quickly learn new systems
Strong desire for point of call resolution and a focus on client satisfaction
Ability to adapt and seek solutions for customers in a fast-paced environment

Consumer Banking Market Manager Resume Examples & Samples

Translate strategy into actionable plans for the market, diagnosing team performance and Financial Center gaps in order to develop action plans to drive sales productivity
Monitor and inspect Client Management process
Integrate across One Team to manage joint success by building and managing relationships with local banking center partners (Home Loans, US Trust, GWIM, BCM, Market Ops Mgr, Small Business, etc.) to ensure referral flow and execution of One Team (Note: while the creation and enhancement of partnerships across the company is encouraged, setting referral goals or targets for unregistered individuals for investment referrals to the broker dealer is not permissible)
Manage and execute end to end talent management process for RMs including market expansion, hiring, onboarding, proficiency of sales management; Perform performance reviews of all RMs and provide constructive feedback and coaching
Enforce policies and procedures and ensure adherence of team members
Minimum 5 years of sales experience
Projects enthusiasm, optimism, and determination
Promotes a client-first mindset among the team
Demonstrated ability to meet deadlines and excellent time management skills

Consumer Banking Performance Manager Resume Examples & Samples

Travel weekly to financial centers to observe sales activities and coach MSMs on Consumer related metrics
Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Small Business and Home Loans
Monitor Consumer sales reporting and identify gaps/opportunities
Support effective on-boarding, training, and continuing education of unregistered sales associates
Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures
Coach to integration of unregistered sales roles in the financial center
Provide regulatory support for unregistered sales teams and ensure risk management and compliance throughout the sales workforce
Support the RSEs in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms
Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, , leadership behaviors & teamwork, partnership ability & managing by influence (Note: while the creation and enhancement of partnerships across the company is encouraged, setting referral goals or targets for unregistered individuals for investment referrals to the broker dealer is not permitted)
3+ years leading, coaching, and managing high performing sales teams within the financial services industry
Proven ability to drive integration across products and drive results through superior delivery and sales management
Ability to be a change agent and work in a fast paced environment
Experience in building effective client minded sales strategies which impact the business line
Communicates strategic business plans and tactical sales goals clearly and effectively at all levels