[First Name] [Last Name]
Contact Address: [street]
[Country] [City] [State/Province] [Zip Code]
Contact Number: (012)-345-6789
Email Address: [[email protected]]
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Career Objective:
A highly-motivated individual seeking a banker position with an esteemed bank to deliver exceptional customer service and assist customers in achieving their financial goals.
Summary of Skills:
- Proficient in customer counseling and developing relationships
- Exceptional in portfolio management
- Ability to increase outbound sales by using cross selling techniques
- Proficient in cash handling and managing mortgage sales
- Good knowledge of computer applications and banking software’s
- Friendly and Reliable
Work Experience:
Personal Banker
Wintrust Bank, Chicago, IL
October 2015 – Present
- Improving customer relationships by initiating regular follow up process and building a good rapport with clients
- Performing daily audit of tellers and checking cash vault
- Managing portfolio of assigned customers and conducting monthly meetings to help customers discover their financial needs
- Organizing bank’s online system to discard files no longer in use
- Developing new strategies to create and expand sales services to existing customers and attract new clients
- Proactively connecting with existing clients and providing useful recommendations to assist them achieve financial success
- Conducting weekly financial reviews and introducing appropriate products as per the client requirements
Loan Officer
Byline Bank, Chicago, Illinois
March 2013 – September 2015
- Ensured customer queries were sufficiently handled and maintained positive experience for customers, and established long-term relationships with them
- Expedited loan proposals and contract documents to credit department and ensured fast approval
- Revised terms and conditions on lending contracts for long-term loans
- Used analytical and problem-solving skills and derived innovative solutions and helped trusted clients in critical situations
- Maintained a record of given loans and their recovery process
Banking Associate
ISF Bank, Chicago, Illinois
August 2011 – February 2013
- Handled various responsibilities like tracking sales progress, loan origination, and account opening for new customers
- Increased new accounts in the branch by 200 within six months by making use of customer service strategies and referral pools
- Assisted colleagues from other departments to solve account discrepancies in the bank
- Complied and redesigned customer application forms for new account opening
- Maintained complete knowledge about banking product offered excellent services to customers
- Developed consumer-friendly financing projects and expanded client base by 20%
Education:
- Master’s Degree in Business Administration
ABC University, Illinois, Chicago
2010
Reference:
On request.