RESUME OBJECTIVE
Results-driven leader with 5+ years of experience and a high level of business acumen. Highly productive with a record of achieving all set targets. Proactive in establishing a cooperative business climate across multiple departments and levels. Seeking to develop constructive client relationships and achieve [Company Name’s] organizational goals.
PROFESSIONAL EXPERIENCE
Bank of America, Chandler, AZ
Personal Banker, September 2019–Present
- Ascertain customers’ needs and goals by providing appropriate tailor-made solutions while offering guidance and investment advice
- Manage 60+ new and existing customers by helping them open and customize new checking and savings accounts
- Refer clients to in-house financial experts when necessary by presenting financial products and services to existing and prospective customers
- Identify potential customers and turn 80% of prospects into signed customers, generating over $1M in annual revenue
- Maintain knowledge and understanding of appropriate banking legislation and regulations by keeping up-to-date with market updates and financial news to provide the best possible service
Wells Fargo, Chandler, AZ
Personal Banker, June 2016–August 2019
- Reviewed power of attorney documents, trust accounts, estate accounts, and administered retirement plans
- Advised 30+ customers by explaining the types of financial services available and educated them on investment options and risks
- Ensured the firm was in tune with all recent trends and systems by managing various products and observing market trends, resulting in expanding the firm’s targets and recording a 15% increase in revenue opportunities
- Handled business credit requests of over $300K and helped customers to find other lending opportunities
EDUCATION
University of Phoenix, Phoenix, AZ
Bachelor of Science in Business Management, May 2016
Honors: summa cum laude (GPA: 3.85/4.0)
ADDITIONAL SKILLS
- Expert in Microsoft Office
- Critical thinking skills
- Attention to detail
- Account management
- Training and mentoring
- Customer relationship management software (CRM): Salesforce, Creatio, Microsoft Dynamics 365