Banking Consultant Resume

[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:

To secure a position of a banking consultant and utilize my expertise in banking and finance industry to provide timely guidance to the organization and help carry out banking functions in view of the set goals and objectives.

Key Skills:

  • In-depth knowledge about the banking regulations, laws and procedures
  • Skilled at applying knowledge in finance for transacting banking business
  • Competent at developing strategies and preparing work schedules
  • Excellent conversational, convincing and advisory abilities
  • Determined, focused and a strong willed individual

Work Summary:

Designation: Chief Banking Consultant
Organization: Bank of North Carolina, Charlotte
Duration: April 2012 – till date
Responsibilities:

  • Responsible to draft all organizational activities in compliance with the set protocols
  • Make suggestions to improve the work flow, reduce cost and time spent on each task
  • Determine policies for lending finance, keeping accounts and maintaining locker rooms
  • Research the market and find out the new opportunities and avenues for growth
  • Perform financial analysis and rate the performance of the bank in the given quarter
  • Improvise the customer care services of the bank and make efforts to retain customers
  • Advise the organization on launching superior facilities for customers

Designation: Sr. Banking Consultant
Organization: Richmond Bank, Charlotte
Duration: November 2011 – March 2012
Responsibilities:

  • Advised the organization on the policies and regulations mentioned in the banking laws
  • Complied with the different safety and security policies specified by the regulatory bodies
  • Ensured timely, clear and effective communication between head office and the branches
  • Communicated with the customers and noted their needs, expectations and complaints
  • Simplified the process of opening accounts, sanctioning loans and availing other services
  • Guided the accounting team in managing the daily and monthly transaction records
  • Suggested changes to the organizational policies as per the amendments in the banking regulations

Areas of Interest:

  • Quality and Viability Audit Analysis and Consultation

Association:

  • Related to the Association of Banking Consultants, Charlotte since 2012

Educational Qualifications:

  • Bachelor’s Degree in Banking Management
    Charlotte University
    2010

  • Diploma in Banking Laws and regulations
    Charlotte University
    2011

Reference:

On request.