Personal Banker Resume Template (Free)Patricia L. Curran 6400 Derby Run Drive Whitsett, NC 27377 Cell phone 516-555-3640 Professional Summary 12 years of professional experience that include sales, financial consulting, employee training and communications. A persistent goal setter, project leader, and results oriented professional with a documented track record of sales success. Areas of Expertise Licenses include Series 6, Series 63, Life and Variable Annuity Spanish Fluent Have comprehensive communication skills as well as proved organizational skills Extended expertise in all areas of financial services Work Experience February 2007 to Current Wells Fargo Bank Tampa, FL Licensed Personal Banker Providing existing and prospective clients with personal financial consulting and lending services Cross-selling products through referrals & outbounding calling Mentor & train new employees Manage customer portfolio services and relationships January 2003 to February 2007 Washington Mutual Bank Tampa, FL Personal Banker Consultation of products and services at offsite events including conventions, enrollment meetings, fairs Assist existing clients with financial needs by recommending products, solutions and financial services Prospecting to acquire new business opportunities December 1999 to January 2003 T Rowe Price Tampa, FL Private Services Group Consultant/Trainer Assist high value clients with their personal portfolios by processing trades, fund guidance, investment options and servicing accounts Quality team lead responsible for coaching and monitoring employee calls Responsible for training all employees on new system updates and new product implementation Education 1999 University of South Florida Tampa, FL Communications Bachelor of Arts Member and Scholarship Chair Delta Gamma Sorority Professional Affiliations Network Professional Group Spanish Chamber of Commerce (Download) Personal Banker Resume Template for Microsoft Word. (Download) Personal Banker Resume Template in Rich Text. |
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