Private Banker Resume

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Looking for Cover Letter ideas? See our sample for Experienced Private Banker Example Cover Letter and Experienced Private Banker Example Responsibilities and Duties.

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Here is the Private Banker Resume example:

Amanda Jewell

2363 Forest Avenue

New York, NY 10001

(555)-555-5555

[email]

Job Objective Seeking employment as Private Banker in a reputed firm where I can apply my knowledge and experience in banking to the fullest.

Highlights of Qualifications:

Exceptional experience in selling various products and services of banks to clients
Immense knowledge of credit products and consumer deposits
Admirable knowledge of macro and micro economic issues
Sound knowledge of borrowing and non borrowing bank products
Familiarity with all banking products, lending products and policies
Proficient with Microsoft Office software
Ability to evaluate financial data for clients
Ability to communicate with all internal staff members and external clients
Ability to resolve issues efficient for private bankers
Ability to understand and assess clients’ needs

Professional Experience:

Private Banker

Associated Bank, New York, NY

August 2007 – Present

Developed strategies to ensure asset growth for private banks through personal contacts.
Utilized all bank resources to strengthen present client base and gain customers.
Analyzed client requirement and referred to appropriate department for assistance.
Administered cross selling of all bank products and services.
Established appropriate bank product and services as per individual financial requirement.
Maintained efficient relationship with existing client base to facilitate increase in revenue.
Maintained record of all loan and deposit portfolios as per business line.
Participated in various community activities to maintain image in marketplace.

Private Banker

Fifth Third Bank, New York, NY

May 2004 – July 2007

Maintained professional banking relationship with all affluent banking customers.
Coordinated with customers to analyze their financial requirements and made recommendations.
Developed loan packages for credit evaluation and underwriting processes.
Analyzed all changing requirements of clients and recommended appropriate bank products.
Maintained and strengthened customer base to serve present clients in private bank portfolio.
Facilitated regular communication with external resources to develop new businesses.
Maintained knowledge of market conditions at all times.
Obtained various referrals from clients and internal business partners.

Education

Bachelor’s Degree in Finance

Holy Names University, Oakland, CA