Personal Banking Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the personal 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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F Hartmann

Francis

Hartmann

71590 O'Kon Springs

Chicago

+1 (555) 448 1532

71590 O'Kon Springs

Chicago

Phone

p +1 (555) 448 1532

Experience Experience

Boston, MA

Personal Banking

Boston, MA

O'Conner, Block and Steuber

Boston, MA

Personal Banking

Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch
Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan
Schedule periodic meetings and check-points with clients to provide value-added services
Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business
Contributes to branch client loyalty and sales results by taking ownership of client problems at first point of contact, delivering personalized advice & solutions, anchoring and deepening client relationships
Acquires new clients by developing relationships with RBC and community partners, represents the RBC brand and captures new business opportunities ensuring early anchoring of all new clients
Take ownership of client problems at first point of contact applying the “Make it Right” principles

Phoenix, AZ

Personal Banking Representive

Phoenix, AZ

Moen and Sons

Phoenix, AZ

Personal Banking Representive

Develops and deepens customer relationships by providing outstanding customer service following a focused cross-selling strategy
Develops and maintains customer relationships by selling Bank products and providing excellent customer service
Proactive sales capacity will be split between consumer (75%) and Small Business (25%) activity
Meets all sale goals and actively participates in all sales activities in the branch by engaging in a personal weekly sales activity plan
Expands and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently
Business specialists will serve as the primary branch resource for inbound Small Business sales opportunities, new product account openings and referrals
Credible, trustworthy, professional image

present

Houston, TX

Personal Banking Checking Product Development Manager

Houston, TX

Lesch-Harber

present

Houston, TX

Personal Banking Checking Product Development Manager

present

Develop performance management metrics to efficiently manage / track successful implementation of product management projects
Oversee all aspects of product management for existing checking offerings
Prepare business reviews to highlight findings and recommendations to senior management
Oversee multiple vendor relationships, contracts and inter-affiliate agreements relating to checking products and services
Ensure strict adherence to product policies and guidelines to ensure all legal, compliance and audit standards are met
Oversee strategy and execution of consumer disclosure and change in terms communications relating to product and policy changes
Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients

Education Education

Bachelor’s Degree in Organizational Skills

Illinois State University

Bachelor’s Degree in Organizational Skills

Skills Skills

Media Relations
Personal Sales and Marketing
Strategic Market Analysis
Talent Development
Managerial Leadership - In-depth
Risk Management - In-depth
Sales and Service Management - In-depth
Change Leadership - In-depth
Conflict Management - In-depth
Resource Planning - In-depth

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15 Personal Banking resume templates

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Manager Personal Banking Resume Examples & Samples

Continuously develop employee skills and knowledge through focused coaching to ensure the provision of excellent customer service
Experience in both personal and small business banking
Ability to effectively assess local market conditions
Ability to source and obtain new business through relationship building

VP, Personal Banking & Mortgages, BIA Resume Examples & Samples

Extensive experience in risk based auditing or risk/control activities within Personal Banking & Mortgages
Relevant professional qualifications (e.g. CIA, MIIA, ACCA, CISA, for audit roles; technical qualification for specialist risk team roles; and graduate degree for all)
Practical understanding of relevant regulatory environment within UK and Offshore Islands
Experience of managing audits/driving initiatives in a relevant field
Proven track record of high performance in previous roles to include senior client management
Financial services industry knowledge
Knowledge about new and emerging financial products and services
Experience of leading others during audit assignments

Manager Personal Banking Trainee Resume Examples & Samples

Lead and develop the team to build and strengthen existing and new customer relationships by providing financial advice to both personal and business customers
Protect the bank, the customer and shareholder interest by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines
Ensure the achievement of branch objectives through the negotiation, establishment and monitoring of goals
Oversee the implementation of established bank policies, practices, special initiatives and procedures
A minimum of five years’ experience managing people
Excellent coaching skills with successful experience developing and mentoring a team of employees and assisting them with their career progression
Experience managing a team to achieve successful results
Proven success in attaining individual results and goals

Manager, Personal Banking Resume Examples & Samples

Monitor expenses to ensure that they are managed according to BMO Policy & Procedures and within prescribed limits
Respond to questions or resolve issues raised through audits or quality checks; identify and take appropriate action if ongoing performance issues are
3-5 years of call centre experience

Personal Banking Checking Product Development Manager Resume Examples & Samples

Lead strategy for product and value proposition development for consumer checking products in alignment with segment strategies and customer needs
Oversee all aspects of product management for existing checking offerings
Serve as Subject Matter Expert for assigned consumer checking products within the global Rainbow go-to-common operating systems project, and support other Banking Products team Rainbow deliverables on an ‘as needed’ basis
Assess competitive landscape, industry trends and market demand as it relates to new checking products and services, including driving research needs, as well as competitive monitoring of fees and features for existing product offerings
Work closely with Internet and Mobile delivery team to ensure strategic alignment and integration of appropriate digital functionality with checking product value propositions and delivery mechanisms
Manage profitability drivers to ensure new checking products meet profitability hurdles
Drive the technology requirements for new products as well as enhancements to existing products, including appropriate test planning
Lead cross functional teams including representatives from Sales and Marketing, Client Experience, Branch and Call Center operations, Citibank Online, Technology, Legal and Compliance to ensure timely delivery of product management projects
Ensure strict adherence to product policies and guidelines to ensure all legal, compliance and audit standards are met
Oversee strategy and execution of consumer disclosure and change in terms communications relating to product and policy changes
Prepare business reviews to highlight findings and recommendations to senior management
Develop performance management metrics to efficiently manage / track successful implementation of product management projects
Oversee multiple vendor relationships, contracts and inter-affiliate agreements relating to checking products and services
Understanding of Consumer Banking products and customer needs
8 to 10 years of experience managing product strategy and development in financial services
Direct P/L responsibility
Ability to think strategically and deliver business plan
Strong business management presentation skills
Relationship management capabilities
Bachelor’s degree; MBA preferred

Specialist, Personal Banking Resume Examples & Samples

Probe to understand client needs and provide advice related to personal banking, lending, investments and commercial Banking products & Services strategies that meet the client’s objectives and manage all transactional outcomes of the call in a professional and accurate manner (e.g., complete any relevant administration requirements)
Proactively address and resolve any customer issue or concern presented on a call. This may include investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the customer concern. Escalate complex or unresolved escalated customer situations to the Assistant Manager/Manager as required
Use applicable technology and tools to facilitate an effective conversation with the customer and drive appropriate business results
Protect BMO assets by adhering to all applicable personal banking, commercial banking, investment and lending regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines
Understand risks and take appropriate actions as they relate to Personal banking, lending, investments and commercial Banking products & Services, including all documentation, and any other requirements to maintain operational integrity within BMO Direct Banking and BMO Financial Group

Manager Personal Banking Trainee Resume Examples & Samples

Bilingualism (French/English) is essential
Effective sales management skills are essential; you have a special talent for influencing and motivating others and demonstrate an in-depth knowledge of Retail products and services as well as an understanding of personal financial planning
You have strong interpersonal communication, strong computer skills, accuracy and thoroughness
You have previous experience supervising, managing or leading a successful team
Mobility within 1 hour of Hawkesbury area (including but not limited to Vankleek Hill, Casselman, Russell, Alexandria)

Manager Personal Banking Resume Examples & Samples

Lead and develop the team to build and strengthen existing and new customer relationships by providing financial advice to customers
Effective sales management skills are essential, along with the ability to influence and motivate others. The Manager Personal Banking must set a positive example of change and encourage others to do the same
A minimum of three years’ experience managing people
A strong understanding of personal financial planning is required

Regional VP, Personal Banking Resume Examples & Samples

Contribute personally to the Bank’s sales objectives through in-market interventions by way of: focus on business development and acquisition of customers, establishing a personal referral network and participation in a variety of community activities
Act as BMO integrator with partners for BMO customers and prospects – bring the cross-functional power of the BMO brand
Identify performance enhancement opportunities to significantly improve employee productivity, reduce costs and manage risk
Identify and share best practices with HQ and across network of Divisional leaders
Managerial Leadership - In-depth
Sales and Service Management - In-depth
Change Leadership - In-depth
Conflict Management - In-depth
Resource Planning - In-depth
Business Acumen - In-depth
Business Planning - In-depth
Financial Understanding - In-depth
Strategic Thinking - In-depth
Networking - In-depth
Negotiation - In-depth
Business Valuation - Working
Environmental Understanding - In-depth
Credit Qualification Standard - In-depth (Personal)
Bilingualism

Assistant VP, International Personal Banking Resume Examples & Samples

Recommend and execute business initiatives from an end-to-end basis to achieve business goals, including acquisition of new-to-bank offshore banking clients, drive inflow of Net New Money, foster product penetration, and more
Being the business champion to coordinate with different teams (Product teams, Sales teams, Decision Management, Operations, Compliance, etc.) to drive delivery of the right product solutions and client experience for IPB clients
Identify opportunities to strengthen and enhance IPB value proposition
Actively monitor IPB business portfolio, regularly provide insight to management and stakeholders. Proactively initiate actions to address any issues and opportunities identified
Interact with Global Office and other offshore banking centers to drive synergy within Citi
Initiate, identify and explore collaboration opportunities with external strategic partners in seek of driving new-to-bank IPB prospects and strengthening of IPB value proposition
University degree holder in Business Administration or related discipline
A minimum work experience of 6 years in banking or financial industry, preferably in Segment Management, Business Management, and/or Product Marketing
Good understanding of customer behavior of offshore banking segment (especially those from Mainland China, Taiwan, and Singapore)
Be open-minded with creative thinking mind-set
A good team player with strong interpersonal skill
Experience in business negotiation be a plus
Able to articulate business ideas
Strong communications skills in English, Cantonese and Mandarin

Personal Mobile Personal Banking Resume Examples & Samples

Must have a very flexible approach to work and be confident working in a fast moving, exciting environment
Be a proactive team player who is motivated by achieving targets
Excellent attention to detail required

Assistant Manager, Personal Banking Proactive Resume Examples & Samples

Bilingual (English and French)
Passion for helping customers
Sales oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems
Strong communication and relationship-building skills
Solid multitasking and decision-making skills
Demonstrated flexibility to adapt to a constantly changing environment
Experience with mortgage renewals
Expertise with Mdiff navigation
In-depth telephone, computer and multi-tasking skills

Personal Banking AVP Resume Examples & Samples

Identify, assess & document risks and controls
Complete audit testing and conclude on control design and operating effectiveness of controls
Apply a customer outcome mind-set to risk and control
Write high quality audit observations and support the Audit Lead in writing the report
Provide suggestions to management for actions to address control issues identified
Provide constructive feedback and evaluation to team members for audit assignments
Own and drive personal learning to support achievement of career aspirations
Treat all colleagues fairly, regardless of background or circumstance
Set an example and support fair and ethical behaviour in all colleagues
Understand the needs of client/customer and make decisions using this knowledge
Discuss and agree the factual accuracy of audit observations with clients/Vice President/Director as Appropriate
Apply citizenship lens when making business critical decisions
Experience in risk based auditing or risk/control activities
Relevant professional qualifications (e.g. ACA, CIA, ACCA, CISA)
Practical understanding of the relevant regulatory environment
Financial services industry knowledge; and

Head of International Personal Banking Resume Examples & Samples

University Graduate with at least 10 years of experience
Understanding of customer behavior of offshore banking segment (e.g. Financial need, customer profile, etc.), especially from Mainland China, Taiwan or Singapore
Knowledge of investment and insurance products, with macroeconomics focus on international business acumen
Able to work with the global IPB network and will be given extensive opportunities at interacting with our global partners
Have interest and ability in interacting with a broad spectrum of stakeholders, such as Decision Management, IPB RM, specialist and product managers
Ability to drive channel efficiency and effectiveness is required
Good analytical skill, with the knowledge of data mining is a plus

Personal Banking Resume Examples & Samples

To deliver an exceptional client experience, it is critical to understand the needs of our clients and anticipate what is important for them by recognizing and reacting to verbal and non-verbal cues and adapting to how clients choose to interact with RBC. Maximize every client interaction by delivering helpful, timely and relevant advice throughout the branch (ATM, Banking Hall, Counter, and Office) and models our Sales & Service Experience Behaviours (Perfect Service Experience, Helpful Retail Experience, All About You Sales Experience) to engage clients with all members of the team including partners
Actively engage with and adapt to how clients choose to interact with RBC and leverage partners in the broader RBC network and across channels to match the clients’ needs with the right advice and solutions including fulfillment where applicable, ensuring that partners and specialists are introduced at every opportunity
Contributes to branch client loyalty and sales results by taking ownership of client problems at first point of contact, delivering personalized advice & solutions, anchoring and deepening client relationships
Champions digital enablement by becoming an advocate of the RBC mobile application and wallet and all of our self-serve options promoting regular usage. Stay at the forefront of all new features and digital application capabilities in order to educate clients on ease of use and ensure clients leave activated, able to transact and aware of availability for additional support
Acquires new clients by developing relationships with RBC and community partners, represents the RBC brand and captures new business opportunities ensuring early anchoring of all new clients
Client Experience & Digital Enablement
Role model, encourage and reinforce Our Sales & Service Experiences. Ensures the Helpful Retail Experience behaviors are demonstrated
Take ownership of client problems at first point of contact applying the “Make it Right” principles
Demonstrate commitment to acquire and anchor new clients, build networks, and are proud to represent RBC in the community by organizing and participating in market events
Role model peers and partners to
Embrace an environment of continuous learning ensuring skills and accreditations are up-to-date and meet position requirements
Demonstrate core lending and investment capability/proficiency
Demonstrate commitment to personal development, completing planned learning and career development activities in partnership with coach and updates development plan within TalentLink
Demonstrate commitment to team work and leadership by covering absences, coaching, and assisting colleagues in meeting client needs
Acts as mentor, supporting the onboarding and development of Account Manager Interns and peers
Maintain minimum proficiency requirements of your role and continue to build on proficiency to achieve future career goals
Supports success of branch in meeting client needs across all open hours and days of business
Participate in weekly coaching sessions with direct Manager to obtain support and guidance in execution of the Sales Plan, managing sales pipeline etc

Personal Banking Global Clients AVP Resume Examples & Samples

Advanced excel and financial modelling and problem-solving skills
Commercial mind-set a must
Qualified Accountant/ Professional Qualification
Strong intellect balanced with pragmatic approach
Strong work ethic, enthusiastic and team player
Natural curiosity to stay abreast of organisational, industry and economic trends
Effective communication skills: verbal, written, presentation

Personal Banking Reprentative Resume Examples & Samples

Develops and maintains customer relationships by selling Bank products and providing excellent customer service
Expands and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently
Meets all goals and actively participates in all sales activities in the branch
Meets all sale goals and actively participates in all sales activities in the branch by engaging in a personal weekly sales activity plan
A minimum of 1 year experience selling products and/or services in an incentive based environment
A minimum of 1 year of customer service experience
Education: B-HS Graduate or Equivalent Experience: At Least 1 Years Specialized Knowledge
Ability to generate new business by outbound calling, customer referrals and community involvement
Skilled in optimizing sales opportunities to existing and walk-in customers
Strategic planning skills and ability to build successful sales plans

Team Manager, Nzcc Personal Banking Services Resume Examples & Samples

Retail product knowledge and credit management skills
Knowledge of ANZ Group compliance standards
Proven and demonstrated Contact Centre operational experience in leading and motivating teams
Proven and demonstrated highly effective communication and interpersonal skills
Proven and demonstrated service, sales and marketing skills
Demonstrated innovation in approach to problem solving

Personal Banking Representive Resume Examples & Samples

Acquires and retains customer relationships by providing relevant solutions to meet customer needs
All job duties are performed in compliance with applicable laws and regulations
Proactive sales capacity will be split between consumer (75%) and Small Business (25%) activity
Develops and deepens customer relationships by providing outstanding customer service following a focused cross-selling strategy
Business specialists will serve as the primary branch resource for inbound Small Business sales opportunities, new product account openings and referrals
Ability to derive innovative solutions
Ability to generate new consumer and small business relationships by outbound calling, customer referrals and community involvement
Credible, trustworthy, professional image
Exceptional customer service skills, client first approach
Skilled in uncovering customer needs and providing relevant customer solutions in proactive and reactive scenarios

Personal Banking Advisors Montérégie Resume Examples & Samples

Meet sales objectives by offering solutions tailored to your clients' overall needs
Identify business opportunities in your market for all products and services offered by the Bank
Ensure that service and operational quality standards are applied and that compliance and risk management rules are followed

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