Senior Banker Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the senior banker 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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D Shields

Dean

Shields

985 Koepp Islands

Phoenix

+1 (555) 733 8402

985 Koepp Islands

Phoenix

Phone

p +1 (555) 733 8402

Experience Experience

Phoenix, AZ

Senior Banker

Phoenix, AZ

Lynch Inc

Phoenix, AZ

Senior Banker

Identify, pursue and close sales opportunities for a broad range of financial products and services
Manage complex, multi-product client relationships as the primary Middle Market Banking representative
Coordinate the sales and service efforts of multiple internal business partners, including coordinating with the core middle market bankers to ensure proper coverage of all Agribusiness & Food prospects
Proactively market to clients and prospects, represent the Middle Market in local banking and business communities, and develop a network of referral sources
Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
Strictly comply with all regulatory and firm-wide rules, policies, and procedures
Manage complex, multi-product client relationships as the primary middle market banking representative

Houston, TX

Senior Banker FIC Investor Coverage Hedge Funds

Houston, TX

Kilback, Kemmer and Ortiz

Houston, TX

Senior Banker FIC Investor Coverage Hedge Funds

Leading client dialogue, utilising strong product knowledge; providing the client with a credible trusted advisor
Managing all aspects of relationship activity with a clients, including C-suite relations
Be a role model, supporting and fostering a culture of good conduct
A responsive, proactive approach to relationship management, placing the client at the centre of all your activities
Creative approach to solving client problems
Works effectively in a team. Collaborates and shares information and solutions with colleagues, with other teams and stakeholders. Creates an environment that stimulates open dialogue and values differences of opinion
Effective communicator who can align people to the broader vision for the business whether they are directly managed or simply influenced by the individual in question

present

Chicago, IL

Team Head / Senior Banker

Chicago, IL

Metz LLC

present

Chicago, IL

Team Head / Senior Banker

present

Meet annual goals / budgets set by Management for self
Contribute to the reporting of all incidents according to the Incident Management System
Develop existing and new relationships – expand client base
Market a full range of BNP Paribas Wealth Management products and services in a diversified manner to existing and new clients; in particular, the costs of transactions should be borne in mind and acted upon
Direct contribution to BNPP operational permanent control framework
Cultivate and manage relationships with other areas of BNP Paribas to ensure as much cross- selling within BNP Paribas as possible, including Wealth Management Services, Discretionary Portfolio Management, etc
Ensure assistant works as professional members of a team and that administrative procedures and guidelines are followed to create the highest industry standards

Education Education

Bachelor’s Degree in Comfort

East Carolina University

Bachelor’s Degree in Comfort

Skills Skills

Strong ability to problem solve through analysis and research
Advanced knowledge of all retail products and services, applicable bank and branch policies, procedures and support systems
Strong mathematical, problem-solving and negotiation skills
Demonstrates excellent verbal and written communication skills
Possesses strong creative solution and problem solving skills
Has the ability to mobilize internal networks and resources
Ability to establish and build relationships with customers
Ability to analyze customer credit data and other related financial information
Strong verbal and written communication skills
Proficiency in building and maintaining positive client relationships

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11 Senior Banker resume templates

Read our complete resume writing guides

Gwm-senior Banker Resume Examples & Samples

The Banker leads new client acquisition as well as retention through a broad and deep knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution
Ability to work with institutional asset mgmt and investment banking partners
Be able to effectively leverage and coach junior staff
A dynamic, curious, energetic and versatile individual with a global mind-set –entrepreneurial spirited with an international network (Europe, ME tilted)

Senior Banker Resume Examples & Samples

Proficiency in building and maintaining positive client relationships
Demonstrates excellent verbal and written communication skills
Must have demonstrated experience in cross-selling products and an abilty and track record to meet or exceed aggressive sales goals

Senior Banker Resume Examples & Samples

Manage complex, multi-product client relationships as the primary Middle Market Banking representative
Coordinate the sales and service efforts of multiple internal business partners, including coordinating with the core middle market bankers to ensure proper coverage of all Agribusiness & Food prospects
Proactively market to clients and prospects, represent the Middle Market in local banking and business communities, and develop a network of referral sources
Strictly comply with all regulatory and firm-wide rules, policies, and procedures

Fmnc Senior Banker Resume Examples & Samples

Candidate must be a top individual contributor
Strong creative solution and problem solving skills
Leadership ability to mobilize internal networks and resources, with excellent internal communication practices
Ability to establish and build relationships with customers
Ability to conduct high-level sales presentations
Some international background or Western European language ability not required, but preferred
Experience in working with multinational companies not required, but preferred

MM Senior Banker Resume Examples & Samples

Minimum of 10 years of direct lending and credit support related experience in commercial banking
Preference will be given to candidates with demonstrated experience managing clients in a commercial bank setting
Top individual contributor

MM Senior Banker Resume Examples & Samples

10 -15+ years with above average performance results in a similar banking role or credit/lending related experience
Strong leadership skills required
Ability to access risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Superior knowledge of the South Florida Market dynamics and its competitive landscape preferred
Excellent problem solving, oral, and written communication skills
Extensive knowledge of products and services
Outstanding community involvement
Bachelors degree, or equivalent

MM Senior Banker Resume Examples & Samples

Typically a minimum of eight years direct lending experience preferred or credit support related experience
Completion of a formal corporate/commercial bank credit training program preferred
Must be able to conduct high-level sales presentations

Senior Banker Resume Examples & Samples

Minimum of ten years direct lending or credit support related experience with focus on business relationships
Proven experience with HED-related clients
Proficient in building and maintaining strong partnership with colleagues and clients
Demonstrate excellent verbal and written communication skills
Possess strong creative solution and problem solving skills
Have the ability to mobilize internal networks and resources
Must have demonstrated experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals
Ability to establish and build trusted advisor relationships with customers

Senior Banker Resume Examples & Samples

10 + years of direct lending / banking related experience with a commercial bank
Outstanding professional reputation and integrity
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Deep knowledge of Ontario market dynamics and its competitive landscape preferred
Extensive knowledge of commercial banking products and services
Exceptional creative problem solving skills

Senior Banker Resume Examples & Samples

Serves as primary contact with assigned Large Accounts as well as designated Large Account prospects for all of their financial, banking, and investment counseling needs. Primary focus is on growing the revenue base of existing Large Accounts followed by the sourcing of selected new accounts
Creates a relationship strategy for each client based on identified business needs and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include, but is not limited to, Cash Management, Syndications, Capital Markets and BNPP product capabilities. responsible for Budgeting, forecasting and the execution of revenue growth targets
Coordinates and interacts with the senior relationship manager, unit manager, product partners, senior management and CC&R to drive revenue growth through the implimentation of the relationship strategy
Creates and updates the Relationship Template for each Client on a quarterly basis and keeps deal team members informed of strategic shifts or important news
Conducts internal annual reviews with the deal team to review and adjust strategy as needed. Conducts an annual external review with the relevant deal team members and client to review and adjust strategy as needed
Manages existing portfolio, stays informed on their condition and is aware of developing trends in the market which may impact credit quality
Ensures job duties are performed within established BOW controls, risk, and audit protocols
Bachelor’s Degree in business administration, finance, accounting or the equivalent in related experience required

Senior Banker Resume Examples & Samples

Manage global and senior relationship with strategic corporate clients with the objective to develop the overall revenue, equipment and profitability of clients
Develop new relationship to the bank with the potential of becoming strategic clients
Develop an sector expertise in the APAC region

Senior Banker, & Europe Term ABS Resume Examples & Samples

Act as member of the US & European Term ABS banking team and leverage firm relationships to source Term ABS mandates
Develop and lead all aspects of client interactions from daily capital markets coverage to formal structuring and advisory presentations
Source and execute all aspects of Term ABS transactions including structuring, modelling, rating agency discussions and salesforce education
Identify and cross-sell other RBC products
Source, train and develop junior team members
College graduate with history of strong academic performance
7+ years ABS or related banking experience
Familiarity with both Term and Conduit ABS products
Broad list of ABS client relationships
LI-DF2

Senior Banker, AMC RM Resume Examples & Samples

Manages and steers the overall relationship with designated Chinese MNC clients portfolios and develop relationship with prospective clients, both in accordance with the guidance of Management
Builds and deepen relationship (identify, pitch and originate China Outbound business opportunities, handles complaints) with the clients and acts as contact person of the Bank
Gets the most up-to-date knowledge of the customers and their needs for developing and implementing client plan for each of them according to CIB APR's strategy and Target Products Offering
Marketing / presenting the Target Product Offerings which are relevant to the existing and target clients at client's request
Facilitating the transaction teams for developing solutions requested by existing or target clients
Perform coordination and liaison roles during the origination and execution of transactions

Senior Banker Resume Examples & Samples

Typically a minimum of eight years direct banking experience preferred
Completion of a formal corporate/commercial bank credit training program combined with a minimum several years direct lending experience preferred
Proficiency in building and maintaining positive client relationships with an established track record of success
Demonstrated excellent verbal and written communication skills
Demonstrated experience in cross-selling products, and a track record of meeting or exceeding aggressive sales goals
Some international background or language ability not required, but preferred

Ag Senior Banker Chicago Resume Examples & Samples

Bachelor's Degree or equivalent experience in accounting, finance, or related field. Minimum 10 - 12+ years of financial services related experience
5 - 7 years of high performance experience providing financial expertise, counsel and customized solutions to business clients with sales over $5 million
Established business development skills; sought out for expertise. Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality
Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen
Demonstrated excellent written and verbal communication skills
Confirmed superior client relationship and internal partnering skills. Ability to use applicable equipment, which may include: PC, Microsoft Office and various Key proprietary systems e.g. Desktop, etc

Senior Banker Resume Examples & Samples

At least 7 years of experience in P.B. / I.B
At least 5 years of experience developing relations with High Net Worth Individuals and Ultra High Net Worth Individuals
Very good knowledge of sophisticated products, services and wealth planning structures
Very good knowledge of Spanish Private Clients Market
Able to be proactive
Autonomous

Middle Market Senior Banker Resume Examples & Samples

Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank’s products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs
Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group
Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks
Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee
Works with loan administration in the review and negotiation of loan documents
Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio
Maintains assigned annual goals for portfolio maintenance, portfolio growth, and new business development, and will be ranked among peers on the Division Scorecard
Bachelor’s Degree in Business or Finance
Master’s/Advanced Degree in Business or Finance Preferred
Ten or more years of directly related experience
Some supervisory/managerial experience helpful
Solid understanding of underwriting and analysis for companies of all sizes and complexities
High degree of comfort and familiarity with use and application of commercial lending principles

Senior Banker, IPG Resume Examples & Samples

Provides the client with knowledge of and access to the breadth of Key's product platform which includes: investment banking, interim and permanent loans, cash management, interest rate management, syndications, debt capital markets, deposits, leasing, and private banking
Possesses sufficient product knowledge to educate the client on Key's capabilities; effectively identifies potential opportunities and facilitates the introduction and coordination of product partners
Serves as deal team leader, coordinating the efforts of one or more Relationship Managers, Portfolio Managers and/or other partners
Develops focused strategies for acquiring, retaining, growing and in some cases exiting client relationships based on the business strategy

IPB Senior Banker Resume Examples & Samples

Bachelor’s degree required in Finance or related field
5+ years’ sales experience, including 5+ years’ banking sales experience and experience in U.S
5+ years’ branch or other sales experience against an offshore target market customer base (e.g. Private Banking, Citigold)
Strong Team work skills, as well as Leadership and management skills to properly assign team’s roles and responsibilities
Comprehensive knowledge of market trends, competition, events and their potential effect on customer's finances
Computer literate and advanced proficiency with Citibank's branch technology
Knowledge of compliance and control issues
Languages: Advanced English skills. Fluent in relevant language, based on client population. Bilingual in English and portfolio determined language (primarily Spanish and Portuguese; also Russian, Mandarin, Cantonese)

Team Head / Senior Banker Resume Examples & Samples

Meet annual goals / budgets set by Management for self
Develop existing and new relationships – expand client base
Know the client and the client’s requirements. Responsible for clients’ “Know Your Client” policy and procedures, and report to Management and Compliance appropriately on any issues relating to compliance
Market a full range of BNP Paribas Wealth Management products and services in a diversified manner to existing and new clients; in particular, the costs of transactions should be borne in mind and acted upon
Maintain communications with clients to assess their assess their needs and risk profile, advise on appropriate investment mix such as currencies, securities, credit, structured products, funds etc
Cultivate and manage relationships with other areas of BNP Paribas to ensure as much cross- selling within BNP Paribas as possible, including Wealth Management Services, Discretionary Portfolio Management, etc
Ensure client informed and aware of all issues and all instructions are carefully executed
Ensure product documentation including credit facilities is at all times correct and appropriate
Ensure appropriate level of knowledge of BNPP’s systems and regulatory environment
Keep updated on products, systems and regulatory environment by attending various training sessions as requested
Participate in projects and transactions are requested from time to time
Ensure assistant works as professional members of a team and that administrative procedures and guidelines are followed to create the highest industry standards
Direct contribution to BNPP operational permanent control framework
Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities, such as Control Plan
Contribute to the reporting of all incidents according to the Incident Management System
Responsible for ensuring job descriptions are written, distributed and updated
Previous private banking experience a must
Client focussed person with excellent interpersonal relationships
Ability to discuss and have the knowledge of the full range of PBA products
Ability to expand the client network
Familiar with procedures and documentation requirements
Must be a team player with good initiative and team spirit
Good PC and English writing skills
At least 7 years private banking experience including credit and marketing
Must fulfil the fit and proper criteria for SFC & HKMA

Senior Banker Resume Examples & Samples

Two to three years of experience in sales and/or cash handling activities or commensurate training, and/or
Met/exceeded performance expectations and goals as In Store Banker 2 for a minimum of six consecutive months
Excellent selling, cross-selling and referral skills

FI Transaction Banking Senior Banker Resume Examples & Samples

Conduct Transaction Banking for FI clients
Minimum 5 year Transaction Banking experience in Commercial Bank based in Japan is must
Transaction Banking experience in Global Bank based in Japan

Senior Banker Resume Examples & Samples

Bachelor’s Degree required from an accredited college or university
MBA or Masters Degree preferred
At least 10+ years of relevant experience in corporate & investment banking, private equity or related area
Ability to operate in a fluid, dynamic environment and embrace change
Strong experience with all parts of the capital structure, including senior and mezzanine debt, preferred and common equity
Extensive rolodex of senior executive (substantive) relationships
Familiarity with Santander network, including regional CIBs and Madrid-Risk, a plus.,Fluency in English and Spanish (a plus)
Outstanding presentation skills
Proven, verifiable track record of closed transactions
Strong interpersonal skills; demonstration of poise, composure and confidence in front of clients and Bank senior management
Team player attitude

Senior Banker / Depository Institutions Resume Examples & Samples

Reporting to the Head of Coverage for U.S. Depository Institutions and Intermediaries, the Senior Banker/U.S. Depository Institutions will be responsible for maintaining and growing our relationships with a select group of major banks
Specifically, the candidate will
Have a strong understanding of the U.S. banking sector including regulation; key drivers of ratings and valuation
Proven ability to originate and lead the execution of flow and structured solutions, including solutions which draw upon multiple capabilities of the firm
Recognized profile within the industry as a sector specialist or expert
Develop and manage C-suite relationships and be recognized as Strategic Client Advisors with a select group of large U.S. banks, including but not limited to: Bank of New York Mellon; State Street; Citigroup, Bank of America Merrill Lynch
As Pilot for their accounts
Bachelor’s Degree in Finance or a related field
At least 10 years of previous work experience at a major global firm covering banks and intermediaries from either a product or coverage perspective
Prior experience selling or structuring the following products to clients- Securities Services, Prime Services & Financing, Rates & Mortgages, FX, Primary & Secondary Credit, and Transaction Banking
Existing client relationships with US money center banks, broker dealers, regional banks, and non-bank financial companies
MBA or advanced degree in finance or a related field
Existing client relationships with regional brokers
Previous experience managing and mentoring a team of junior bankers
79, 63

Senior Banker FIC Investor Coverage Hedge Funds Resume Examples & Samples

Excellent knowledge of a broad range of markets products and services
Ability to build strong, effective networks with the bank’s product specialists
Creative approach to solving client problems
A responsive, proactive approach to relationship management, placing the client at the centre of all your activities
Effective communicator who can align people to the broader vision for the business whether they are directly managed or simply influenced by the individual in question
Communicates pro-actively with management, escalating issues as necessary
Be a role model, supporting and fostering a culture of good conduct
Demonstrate proactivity, transparency, and accountability for identifying and managing conduct risks
Consider the implications of your actions on colleagues, partners and clients before making decisions, and escalate issues to your manager when unsure

IPB Senior Banker Resume Examples & Samples

Lead and drive the strategy for an assigned/self-originated portfolio of TRBs between $200 M and $1,000 M and approx. 100 – 200 clients
Initially introducing the client to the Citi platform and subsequently servicing and deepening relationship by offering and marketing a wide array of financial services from our vast product partners, while adhering to highly professional and ethical standards
Manage Goals over banking products, as well as focus on retention and growth
Responsible for all control aspects for the customer: AML / KYC / OWS, Alerts, profile update. Protects the bank and the client by complying with relevant policies, procedures, legal and regulatory framework
Languages: Advanced English skills. Fluent in relevant language, based on client population. Bilingual in English and portfolio determined language (primarily Spanish)
Securities Licenses (Series 7, 63/65 or 66) preferred

Head of MNC, China, Senior Banker Resume Examples & Samples

Complete the strategies shared by business lines in China and provide essential support to the MNC client’s growth initiative globally
Liaise and communicate with CORI and RESO bankers outside China for all relevant matters related to MNCs in China: commercial strategy, risk appetite, credit process, selection and pitches of targets, etc
Focus on MNC client’s portfolio as defined with Management to enhance strategic relationship and cross-selling locally
Grow business with MNC clients in China through establishing strong relationships with those clients
Define and set up MNC team sales objectives, supervise sales action plans, managing performance, control their realization, and take corrective measures whenever necessary
Define and organize sales force’s training regarding new products, sales processes and tools etc. and to enhance the capabilities of the team
Liaise and communicate with other segment for potential cross-selling
Formulate and coordinate marketing activities and policies to promote products and services in MNC segment
Take into account rules and procedures defined by the Risk Department
Implement all external rules and regulations and internal Compliance policy and procedures to protect the bank from any potential risk
Comply with Code of Conduct as well as other applicable laws and local regulations; internal policies, compliance rules and procedures; and permanent supervision requirement relevant to the job
Take responsibility to report any incidents and suspicious cases. Maintain a high level of personal integrity and uphold the bank’s ethical standard both in professional activities and personal conduct
Minimum 8-10 relevant years work experience
Deep knowledge of the corporate banking and investment banking products
Well established track record on strategic client relationship build-up and connections
Active listening, critical thinking, ethics, systems analysis, coordination, decision making and communication
Fluent in French and English both writing and speaking
MS office

Senior Banker Resume Examples & Samples

Fully dimension the client’s wallet and identify/create opportunities for Citi to deliver
Understand clients’ business and manage the portfolio from end-to-end
Liaise with relevant parts of the Citi network (locally and internationally), playing the team co-ordination role in developing and serving relationships, including the implementation of personal, product specialist & Citi Senior calling plans
Stay informed on product knowledge/developments and deal replication ideas, introduce new opportunities to internal business partners so as to maximize Citi’s opportunity to deliver the best to our clients
Work closely with the country management team and regulators to optimize the process and output of the Corporate & Investment Banking Team
Responsible for meeting a budget on a portfolio of clients
Fully conversant with Citi credit and compliance policies and practices
Excellent interpersonal skills, including listening skills/temperament
Able to build and sustain good personal contacts with client executives at varying levels of seniority, balancing client needs and Citigroup objectives/priorities
Strong work ethic; high energy levels; results oriented – a self-starter prepared to take the initiative to start topics and/or follow issues through, whilst exercising judgment as to when to seek assistance
Natural Team Player - Having an adaptable/flexible approach; willing to work in a co-operative manner to fulfill client and internal requirements
Organize and Proactive - Identifying new business opportunities and make it happen
MA or MBA (beneficial)