{"id":512,"date":"2019-12-25T10:15:26","date_gmt":"2019-12-25T04:45:26","guid":{"rendered":"https:\/\/www.smartsampleresume.com\/?p=512"},"modified":"2019-12-25T10:15:29","modified_gmt":"2019-12-25T04:45:29","slug":"personal-banker-resume","status":"publish","type":"post","link":"https:\/\/www.smartsampleresume.com\/resume\/examples\/banker\/personal-banker-resume\/","title":{"rendered":"Personal Banker Resume Sample"},"content":{"rendered":"\n<p>Personal banker&#8217;s primary task involves managing customer&#x2019;s bank account and finance, also advising clients on financial services and reaching out to customers to sell out their services. They have to maintain a long term relationship with clients. A personal banker job duties involve helping customers in various bank services to meet their needs, managing customer bank account, referring clients to in-house financial experts, reaching out potential customers to generate business, performing administrative duties, preparing documentation to open and close account, obtaining signatures of client and assigning account numbers, processing applications for credit cards, loans, and safe deposits, verifying bank account details, discussing bank policies and procedures with clients, resolving client queries, and provide individualized services to clients. The personal banker must hold a bachelor&#8217;s degree in finance or a similar field and should have proven experience in a similar field. They must possess time-management, communication and negotiation skill. They should behave friendly towards clients solving their problems and must be able to work diligently to meet the target. <\/p>\n\n\n\n<h2 style=\"text-align:center\"><strong>Personal Banker <\/strong><strong>Resume<\/strong><\/h2>\n\n\n\n<p><strong>Name:\nCarl Swanson<\/strong><\/p>\n\n\n\n<p><strong>Address:<\/strong>&#xA0;17956 T Street, Omaha, NE <br><strong>Phone:<\/strong>&#xA0;403 &#8211; 335-7441 <br><strong>Email:&#xA0;<\/strong>carl_swanson@gmail.com<br><strong>Current Job:&#xA0; <\/strong>Personal Banker, Dundee Bank, Underwood Ave, Omaha, NE  <\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Objective:<\/strong><\/h2>\n\n\n\n<p>Highly reliable and focused personal\nbanker with an exceptional client service record and great depth of loan and credit\nknowledge. I have extensive experience in banking and retail customer service\nprovision. Proficient in a variety of cash handling processes and have skills\nassisting loans to clients. Ability to explain complex financial management concepts\nto professionals and non-professional audiences. <\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Skills:<\/strong><\/h2>\n\n\n\n<ul><li>Outstanding oral and communication skill<\/li><li>Highly organized and goal-oriented<\/li><li>Able to handle a variety of customer\nsituations easily<\/li><li>Can deal with public enthusiastically and\nprofessionally<\/li><li>Basic knowledge about retail product and\nservices, applicable bank and branch policies<\/li><li>Ability to build a strong relationship\nwith customers<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Work Experience<\/strong><\/h2>\n\n\n\n<p><strong>Personal Banker, Dundee Bank, Underwood Ave, Omaha, NE <\/strong>( 2016 &#x2013; present )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Identified prospective clients to sell new products<\/li><li>Conducted meeting with clients to develop an understanding of their financial goals and needs<\/li><li>Visualized, planned and implemented sales strategies with the bank business development plan<\/li><li>Worked in a various segment like a commercial, small business, home lending, and insurance to acquire quality referrals<\/li><\/ul>\n\n\n\n<p><strong>Personal Banker, Midland Central Bank, Omaha, NE <\/strong>(2014 &#x2013; 2016 )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Performed financial analysis to determine apt loan and credit\noption<\/li><li>Responded to customer queries after performing appropriate research<\/li><li>Maintained strict confidentiality for all clients information<\/li><li>Updated high-profile and portfolios for important clients<\/li><\/ul>\n\n\n\n<p><strong>Personal Banker, March Bros. National Bank<\/strong> (2012 &#x2013; 2014 )<br>Duties and Responsibilities:<\/p>\n\n\n\n<ul><li>Assisted to all new account openers and business depositors<\/li><li>Furnished program and product information to all new clients<\/li><li>Updated office process reports on a daily basis<\/li><li>Upheld bank security policies and procedures for conducting\nbusiness<\/li><li>Promoted sales campaigns to enhance clients base<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Education:<\/strong><\/h2>\n\n\n\n<p>Bachelor Degree in Business Economics&#x2013;University of Nebraska,\nOmaha, NE<\/p>\n\n\n\n<p>High School: Central High School, Omaha, NE<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Reference:<\/strong><\/h2>\n\n\n\n<p>Jacob Upton, Personal Banker, Midland Central Bank, Omaha, NE<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2><strong>Personal Information:<\/strong><\/h2>\n\n\n\n<ul><li>Civil Status: Married<\/li><li>Date of Birth: 21\/6\/1998<\/li><li>Hobbies:  Playing tennis, painting<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Personal banker&#8217;s primary task involves managing customer&#x2019;s bank account and finance, also advising clients on financial services and reaching out to customers to sell out their services. They have to maintain a long term relationship with clients. A personal banker job duties involve helping customers in various bank services to meet their needs, managing customer &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Personal Banker Resume Sample\" class=\"read-more button\" href=\"https:\/\/www.smartsampleresume.com\/resume\/examples\/banker\/personal-banker-resume\/#more-512\" aria-label=\"More on Personal Banker Resume Sample\">Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[54],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts\/512"}],"collection":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/comments?post=512"}],"version-history":[{"count":0,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/posts\/512\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/media?parent=512"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/categories?post=512"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.smartsampleresume.com\/wp-json\/wp\/v2\/tags?post=512"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}