Licensed Banker resume examples

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Skillful Licensed Banker resume

Jay W Jones
Summary
  • Proven interpersonal skills, able to establish credibility and influence the investor community 
  • Self managed and highly driven by relationship management and revenue generation
  • Excellent analytical and time management skills
Career Accomplishments
  • 2016 Fastest ETF Growth in RIA, Bank & Institutional Channel
  • 2014 Business Development Account Executive of the Year
  • 2012 PowerShares ETF Portfolio Consultant of the Year
  • Series 7, Series 6, Series 63, Series 65
  • CIMA® Certified Investment Management Analyst
Experience
Regional Director- Institutions & RIA Channel Jan 2016 to Current
Invesco PowerShares Chicago, IL
  • Responsible for the distribution of PowerShares ETFs and Invesco Mutual Funds in the Midwest covering RIAs, Institutions, Family Offices and Banks
ETF Director of Banks & Trusts Jan 2015 to Dec 2015
Invesco PowerShares Chicago, IL
  • Led the team responsible for distribution of PowerShares ETFs in the Bank channel throughout the United States
ETF Business Development Consultant Aug 2013 to Dec 2014
Invesco PowerShares Downers Grove, IL
  • Responsible for educating home offices on ETF trends, flows and strategies in order to place products on firm platforms, models and recommended ETF lists
Regional Portfolio Consultant Jun 2010 to Aug 2013
Invesco PowerShares Wheaton, IL
  • Developed and grew advisor relationships across all channels including wirehouses, RIAs and banks
Licensed Banker Jan 2008 to May 2010
J.P. Morgan Chase Chicago, IL
  • Achieved the top 15% sales for Personal Bankers
Education
Bachelor of Science, Business Finance & Real Estate May 2008 Indiana University, Kelley School of Business Bloomington, IN

Study Abroad: University of Sydney, Australia

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Job-winning Licensed Banker resume

Kristine Henneman
Professional Summary
Pursue growth-oriented career in the financial industry with a strong leadership/client service focus, produce in an individual/team environment.
Skills
References
References Jan Geerdes, Realtor, Edina Realty, 612-669-8432 Greg Farley, External Wholesaler, Transamerica, 612-812-7028 Lauren Peters, former DSM U.S. Bancorp Investments, 612-751-9620 Eric Young, Regional Sales Manager, Wells Fargo, 651-205-9691
Work History
Registered Client Associate 01/2008 to 01/2015
U.S. Bancorp Investments, Inc MN
  • In charge of marketing for Private Client Group office.
  • Various office management duties including the organization and booking of informational investment workshops, administrative duties, coached branch staff to improve customer profiling and increase referral business.
  • Assisted in investment product paperwork, trade orders and sales, filing, phone prospecting, new client acquisition for three Financial Advisors.
Licensed Banker 01/2006 to 01/2008
Wells Fargo Bank Lakeville, MN
  • Number one in branch/top five in district for sales performance.
  • Credit/Life/Health insurance licensed, Series 7 and 66 licenses.
  • Received many awards for sales performance, partnership and customer service.
Estee Lauder Sales Associate 01/2004 to 01/2006
Marshall Field's Burnsville, MN
  • Consistently achieved highest sales among my colleagues.
  • Surpassed sales performance of colleagues with much more experience and larger client lists.
  • Developed extensive and loyal client base.
Assistant Store Manager 01/2003 to 01/2004
Victoria's Secret Beauty Roseville, MN
  • Responsible for meeting daily store sales goals and overseeing six employees.
  • Consistently exceeded sales goals while ensuring smooth store operations and the growth and development of my team.
  • Strong focus on exemplary customer service/hands-on pampering while fostering loyal customer base.
Education
B.A: Political Science, Pre-Law 2000 Augsburg College - MN Political Science, Pre-Law 3.6 Graduated Cum Laude, contributing writer to campus Political Science newsletter, Dean's List six times.
Additional Information
  • More references available upon request
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Experienced Licensed Banker resume

Glenda Tumber
Summary

Licensed sales professional who effectively multi-tasks and balances customer needs with company demands. Builds loyalty and long-term relationships with customers, while consistently exceeding sales targets.

Highlights
  • Persuasive negotiator

  • Trained in business development

  • Strategic account development

  • Strong interpersonal skills

  • Accomplished in relationship selling

  • Community Volunteer


  • Enthusiastic about networking

  • Accomplished in telemarketing

  • Excellent communication skills

  • Detail-oriented

  • Motivated team player

  • Sales management
Accomplishments

Obtained Licenses to become a Banker for Wealth Management. 

  

Created and developed a business plan and launched a high performing marketing company.


Hired and developed several sales representatives to address rapid market growth. 


Sold the business after five years based on y/y profitability and market growth.  

Experience
Citizens Bank November 2012 to July 2017 Banker II, Licensed Banker
Barrington, RI
Hired as Banker II, after 6 months promoted to Licensed Banker.
 -Obtained Life and Health Insurance Licenses in 2013.
 -Obtained Series 6 License in 2014.
 -Obtained Series 63 License in 2015.
Expanded business by targeting new growth opportunities.
Actively, prospected, recruited and prequalified new clients. ​
Primary point of contact of new and existing customers.
Helped ensure regulatory compliance within operations. 
Fostered a collaborative work environment with colleagues to develop better products and solutions.
Provided periodic analysis and reports.
Worked directly with the Financial Advisor to nurture and prospect clients for wealth management.
Achieved on average over 150%- 200% to goal year after year.
Inducted into the Million Dollar Club in 2016.
Tumber Marketing, Inc. March 2004 to April 2009 Owner/Publisher
Barrington, RI

Managed a portfolio of over 300 accounts

Executed daily cold calls to top level executives to increase client base.

Negotiated prices, terms of sales and service agreements.

Quoted prices, credit terms and other bid specifications.

Answered customers' questions regarding products, prices and availability.

Emphasized product features based on analysis of customers' needs.

Wrote sales contracts for orders obtained and submitted orders for processing.

C.R. Bard June 1995 to August 2000 Field Sales Support
Barrington, RI
Fleet Bank March 1993 to May 1995 Customer Service Representative
East Hampton, CT
DuBois Chemical September 1989 to February 1993 Marketing Coordinator for National Sales Department
Cincinnati, OH
Education
Morehead State University Bachelor of Arts: Journalism/Marketing Morehead, KY, USA

3.4 GPA

Member of Chi -Omega Sorority

Worked in the English Department for a Work Study

Inducted in to the National Honor Society

Public Relations Liaison for the Miss Morehead State University Pageant


Community Service
Volunteer, St. Andrew's School Development Committee 2014 -2017
Co-Chair St. Andrew's School Red and White Gala 2016 and 2017
-Gathered volunteers for the fundraiser which raised over $100,000 for the school. Planned, solicited donations, and formed an evening of dining, dancing, Silent Auction and Raffles.
Classroom Aide, Hampton Meadows School, Barrington, RI Sept. 2010 - June, 2012
Classroom Aide, Nayatt School, Barrington, RI 2001-2004 
Co-chair, Nayatt Fair, Barrington, RI April 2003
Secretary, Nayatt PTO, Barrington,RI 2003-2004
Co-Chair, Red Brick Silent Auction, Barrington, RI May, 1999
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