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Personal Banker CV
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Objective
To grow professionally as Personal Banker and contribute to the effectiveness of the company using my knowledge in banking services, general financial services and depository accounts.
Personal Information
Jay Bilderback
3435 Fulton Street
Parkersburg, WV 26003
(333)-382-7732
j.bilderback@sampleresume.net
Date of Birth: May 6, 1979
Place of Birth: WV
Citizenship: American
Gender: Male
Profile Summary
Knowledgeable in Ms Excel
Expert in Accounting
Skilled in financial study and crosschecking
Wide Experience in negotiations with customers/clients
Adept in Spreadsheet
Education
MS in Finance Management
Drexel University, Philadelphia, PA
BS in Banking and Finance, 2002
Drexel University, Philadelphia, PA
Employment History
Personal Banker, 2007 Present
SunTrust Banks, Inc, Atlanta, GA
Responsibilities:
Financed clients to have mortgages every time they purchase properties.
Ensured that financial data are all ready for crosschecking.
Verified if all requirements are complied with for security purposes.
Advertised and promoted the banks services to encourage clients to open accounts.
Negotiated with business owners to invest with the company.
Personal Banker, 2006 2007
Union Bank & Trust Company, Lincoln, NE
Responsibilities:
Introduced reward system points which doubled the banks account holders by 60% in 2005.
Prepared all financial transactions for other branches.
Modified the existing inventory procedures of the company.
Partnered with China Bank in expanding the banks services.
Managed the opening and closing of Easy Access Savings accounts.
Research
Short-Term Branch Expansion
Training
Certificate in Treasury Management
Award
Best in Feasibility Studies, 2005
Professional Membership
Association of Bank Consultants
Skills
Cash handling
Great customer banking services
Excellent knowledge in general financial services
Knowledgeable in depository accounts
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