Private Banker Resume Sample

Private bankers manage money and oversee the financial activities of clients, also they provide various banking services such as personal cash management, investment management, and interest services. They usually work for large banks or investment sectors. The job duties and responsibilities of a private banker includes consulting clients regarding financial requirement, recommending product and services to clients, developing loan package for credit review, evaluating financial needs of all customers, training bank employees, maintaining and updating knowledge of banking products, ensuring customer satisfaction and also maintaining relationship, maintaining front desk in assigned location, supervising bank operation including personal bank relations, client service operation and problem resolution, ensuring conformance of all banking policies and practices, developing new business by interacting with new resources and informing them about changing market condition and monitoring customers changing requirement. Private bankers must have a strong understanding of banking and lending products and should be able to meet deadlines and manage expectations. They should possess strong analytical and decision-making skills. 

Private Banker Resume

Name: John Williams

Address: 61178, Larson Drive, Houston, TX
Phone: 555 – 331-7445
Email: [email protected]
Current Job:  Private Banker, New Cityville Savings & Loans,Houston, TX


A certified private banker with a strong background in all aspects of financial management. Successful handling multiple assignments and have extensive knowledge of financial products. Excellent client relations and well-versed in QuickBooks. Excels at driving bank revenue by developing a strong relationship with clients and helping them meet their financial goals.


  • An expert financial planner with strong ethics
  • Staying updated on all clients need and can manage clients requirement according to expectation
  • Working knowledge of private banking and professional industry programs
  • Able to present self very professionally and courteously all the time
  • Excellent communication skill and strong knowledge of the financial industry
  • Focused on client retention and client profitability

Work Experience

Private Banker, New Cityville Savings & Loans, Houston, TX ( 2016 – present )
Duties and Responsibilities:

  • Effectively managed revenue, expenses, and asset quality
  • Performed sales activities to develop a new relationship with clients
  • Worked collaboratively to develop new business opportunities
  • Managed client expectation and developed a highly effective working relationship with all business partners

Private Banker, Bates & Morehouse Financial, Houston, TX (2014 – 2016 )
Duties and Responsibilities:

  • Initiated relationship with financial advisors to facilitate banking business
  • Consistently met and exceeded quarterly sales goals by 10 percent
  • Conducted underwriting for personal loans, portfolio loans, and business loans
  • Trained junior bankers in comprehensive financial profiling

Private Banker, Wells Fargo Bank, Houston, TX (2012 – 2014 )
Duties and Responsibilities:

  • Responsible for managing high net worth clients financial needs and goals
  • Working close consultation with all clients to tailor financial strategies to meet individual needs both short term and long term objectives
  • Created and organized sales plan designed to acquire new clients generate leads and grow business through phone calls


Bachelor Degree in Finance – University of Washington, Seattle Washington

High School: North Shore High School, Houston, TX


Brad Thomson, Private Banker, Bates & Morehouse Financial, Houston, TX

Personal Information:

  • Civil Status: Married
  • Date of Birth: 17/6/1995
  • Hobbies: Playing hockey, caroms, and tennis

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