Personal Banker Resume Sample


Personal Banker Resume Sample

Complete Name
Complete Address
Phone # / Cell Phone #
E-mail Address

CAREER OBJECTIVE

Interested in pursuing a Personal Banker position within progressive organization to effectively utilize my skills, knowledge, and expertise honed through years of financial management experience.

EDUCATION

ABC UNIVERSITY | BELMONT, CA
Master of Business Administration (Evening Program), Expected Graduation: 2013

DEF UNIVERSITY | PALO ALTO, CA
Essentials in Wealth Management Class, Expected Graduation: Aug 2011

GHI UNIVERSITY | SAN FRANCISCO, CA
Bachelor of Science in Business Administration, with Concentration in Finance, 2011
Related Coursework: Investment, Financial Institutions, Principles of Marketing, International Finance, Business communication Bank Management, Financial Management, and Operation Management

CAREER OVERVIEW

Financial Management and Functions

  • Played a key role in bringing approximately $2K for the Annual Student Investment Conference (ASIC) of Financial Analysis and Management Education (FAME) organization.
  • Increased sales opportunities during the Annual Student Investment Conference (ASIC) by generating more than five business contracts, such Fisher Investment and The Economist, in close collaboration with the fundraising team.
  • Proactively attended and participated in bi-weekly forum and lectures to further hone knowledge and skills on financial management.
  • Executed analytical capacity in assessing company funds in order to increase monthly revenue.
  • Exemplified technical expertise in administering the accounting and financial software.
  • Utilized financial skills in handling bookkeeping, daily revenue, and daily journals.
  • Drove the attainment of business profitability goals by cross-selling 350-400 monthly passes to regular and new customers.
  • Meticulously led the execution of $10K daily cash flow.

Organizational Administration

  • Spearheaded the compilation and completion of reports on daily job site activity.
  • Maximized superior management capabilities in directing overall daily parking operations.
  • Handled the preparation and creation of schedules; determined staffing requirement; hired, recruited, and interviewed potential applicants.

Customer Service

  • Delivered excellent customer service and total satisfaction through execution of weekly staff training meetings focused on work efficiencies and customer experiences improvement.
  • Built and fostered customer relations that promoted goodwill, and generated repeat/referral business that brought major contributions to sales and profit
  • growth.
  • Demonstrated relationship-building skills while serving as liaison and individual escort for guest speakers.

Leadership and Supervision

  • Applied dynamic leadership skills in managing and coordinating a staff of 65 employees.
  • Effectively led and facilitated customer service and product knowledge training.

PROFESSIONAL EXPERIENCE

MANAGER, JKL HOTEL | SAN FRANCISCO, CA | 2009-2010
MANAGER, U.S. PARKING | SAN FRANCISCO, CA | 2003-2009

PROFESSIONAL AFFILIATION AND ACTIVITIES

  • Financial Analysis and Management Education – San Francisco State University (FAME SFSU)
  • Volunteer, Tax Aid in San Francisco
  • Volunteer, URBAN FOREST in San Francisco for Planting trees

AWARD

  • San Francisco State University Grant (Fall 2010 and Spring 2011)

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