Small Business Banker resume examples

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Skillful Small Business Banker resume

Xinghai(Allen) Ai
Summary

Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes business and financial knowledge and expansive experience in customer service and long period reliable relationship built. Accomplished Personal Banker driven to increase branch revenue through innovative sales strategy.

Employment
Personal Banker 09/2018 to 06/2019
China Merchants Bank – Shenzhen, China
  • Encouraged existing clients to expand financial portfolios according to clients data system;
  • Expanded client base by cold call, strange visit and promoting new financial products;
  • Created innovative financial solutions to meet customer needs and provide competitive edge;
  • Managed above 40 million RMB client investment portfolios by providing one-on-one service;
  • Established rapport relationship with new and old clients to increase satisfaction and loyalty;
  • Worked closely with management to strategize sales techniques to increase branch production and customer service;
  • Supported lobby colleague to welcome incoming clients and ensured excellent customer service are provided.
Bank Teller 03/2018 to 09/2018
China Merchants Bank – Shenzhen, China
  • Provided customer records on demand, including account statements and copies of checks;
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches;
  • Reconciled cash drawer and resolved discrepancies;
  • Assisted estimated 50 customers each day and remained poised and professional even in high-stress situations and when dealing with irate individuals;
  • Sold and cross-sold bank products to new and existing customers;
  • Promoted products or services to each customer to consistently achieve sales targets.
Shop Manager 02/2017 to 02/2018
Crust Pizza Braddon – Canberra, ACT
  • Handled the whole shop including home delivery, customer service, and pizza making during business hours;
  • Responsible for administrative tasks includes managing stuff's shift schedule, cleaning arrangements and inventory control;
  • Effective cash management in the counter includes calculating and recording daily cash-flow report;
  • Reported customer feedback promptly to shareholders for further customer experience improvement;
  • Coached employees and trained on methods for handling various aspects of customer service, complicated issues and difficult customers.
Administrative Assistant Intern 07/2015 to 09/2015
Bank Of Communication – Shenzhen, China
  • Assist event planning, including providing office files, updating spreadsheets and crafting presentations to support executives and boost team efficiency;
  • Associate travel and logistical arrangements;
  • Order and distribute office supplies while adhering to a fixed office budget;
  • Create detailed expense reports and requests for capital expenditures.
Education
Master of Applied Finance 2017 Australian National University - Canberra, Australia

Relevant subjects: Applied Foundations of Finance, Applied Investments, Topics in International Finance and Applied Corporate Finance.
Bachelor of Accounting 2015 Jiangxi University of Finance And Economics - Nanchang, China
  • Member of Chinese Young Volunteers Association;
  • Relevant subjects (bilingual): Financial Statements and Reporting, Management Accounting and Corporate Accounting.
Skills
  • Business development
  • Financial product knowledge
  • Client relationship management
  • Investment advice
  • Cash handling
  • Teller auditing
Volunteer Activity

Volunteer of 2019 Mother's Day Classic Walk or run for breast cancer research

  • Handling memorial medals to participants at finish line.
  • Preparing cups of water and fruits for participants.
  • Answering any questions that people may ask me such as any specific locations.
Cover Letter

Dear Sir or Madam,

As a 100% customer-owned bank, Beyond bank strives to go beyond for every customer. Beyond bankers work closely with not-for-profits and community organizations and support their initiatives through fundraising,donations, and volunteering. I hold exactly sincere respect to the Beyond bank, and it would be a significant improvement for me to join Beyond bank Canberra branch.


I have over 2-year retail experience and pride myself on being friendly, helpful and professional in any situation I encounter. I strive to offer top-notch customer service to every customer I interact with.


As an annual excellent staff in China Merchants Bank Shenzhen branch, I followed hundreds of international clients' cases including opening accounts, transactions, purchasing foreign exchanges, and purchasing financial products. To collect the feedback as soon as possible and ensure excellent customer service, I usually finalized the client reviews monthly through telephone calls. I'm extremely driven with skills in expanding new customers and appropriate recommendations to different customers. What's more, I have a big interest and enthusiasm to increase sales and improve branch profitability.


I believe that my skills and experience, high level of motivation, and a positive attitude will serve me well in this position. I have attached my resume for your review, and I look forward to hearing back from you soon.


Sincerely, Allen

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Job-winning Small Business Banker resume

Jodi Hampton
Summary
  • Dynamic multi-faceted business manager with 17 years experience offering a rich blend of operations, accounting, administrative and leadership talents
  • Proficient in CDK, Advent, UCS, Microsoft Office Suite, Google Doc and Google Drive
  • Self-directed, extremely motivated and meticulously organized delivering superior performance along with unprecedented employee retention
  • Strong financial planning with emphasis on forecasting and expense control coupled with solid analytical skills
  • Effective and articulate communicator with an innate ability to build quick rapport
  • Proficient mastering complex assignments with precision while meeting deadlines in a fast-paced environment
  • Loyal, hardworking team player possessing a positive presence in the work place
Professional Experience
Controller
March 2019 to July 2019 Envision Motors － West Covina, California
  • Created internal controls, corrective accounting practices and staff training to accurately report financial position
  • Managed daily cash flow between six entities
  • Negotiated vendor pricing and contracts resulting in cost savings of 35% among key suppliers
  • Coordinated the implementation of company wide 401K plan
  • Reviewed account reconciliations and journal entries, resolving discrepancies for accurate monthly financial statement preparation
Business Manager
June 2017 to March 2019 BMW Motorcycles Of Ventura County － Newbury Park, California
  • Responsible for all aspects of accounting operations, including monthly financial statement preparation, payroll, quarterly tax returns, daily cash flow analysis, accounts payable and accounts receivable
  • Set and administered annual operating budget, consistently maintaining controls and preventing overages
  • Worked in the capacity of General Manager for a three month period with additional responsibilities of advertising campaigns, inventory, customer relations and social media content
Licensed Esthetician, Owner And Operator
January 2003 to Current Skin Retreat - a place to relax and enjoy － Woodland Hills, California
  • Owner and operator of boutique skin care studio
  • Created warm, personable environment with exceptional customer service
  • Expanded client base through marketing, advertising, networking, local events, appearances and donations
  • Profitable since inception
Business Operations Manager
November 2013 to September 2015 AKS Management － Reseda, California
  • Provided full range services to the owner of multiple business ventures including a Meineke Repair Shop, An International Market and a start up branding company
  • Created and implemented effective policies and procedures to streamline work flow
  • Hired and trained administrative support staff of 3
  • Responsible for daily deposits, daily financial position reporting, wire transfers and bank reconciliations
  • Managed cross functional website development team of 4 from conception to completion
  • Led planning and implementation of software for sales integration through various web based channels
Business Manager
September 1990 to January 2003 Keyes Motors Incorporated － Van Nuys, California

Keyes European Mercedes 1996 - 2003

Keyes Lexus 1990 - 1996


  • Promoted as Mercedes Benz Business Manager
  • Led and managed accounting and administrative department of 15, including hiring, training, objective setting, mentoring and performance management
  • Developed business office protocols for compliance with state, factory and corporate regulations, policies and procedures
  • Responsible for monthly accounting close and complete financial reporting including timely explanations on account variances
  • Facilitated all aspects of HR for 120 employees, including payroll and employee benefits
  • Reconciled general ledger accounts, bank accounts and vehicle physical inventory
  • Prepared all necessary sales tax returns, payroll tax returns, business tax returns, annual W-2's and 1099's
  • Delivered ongoing support to sales and fixed operations including budgets and forecasting
  • Certified California Notary Public
Contract Processor
July 1988 to September 2000

Keyes Toyota


  • Provided ongoing administrative support to Finance Director
  • Prepared accounting and posted new and used vehicle sales to the general ledger
  • Compiled and submitted paperwork of financed automobile contracts to lien holder banks for funding
  • Responsible for processing, submission, tracking and reconciliation of extended service contracts, vehicle insurance, paint protection, life and disability insurance
  • Managed new and used vehicle physical inventory
  • Executed dealership monthly sales tax return
Volunteer Positions

Newbury Park High School

​
  • 2016 - 2017 Boys Lacrosse Booster Club Treasurer
  • 2015 - 2016 Boys Lacrosse Booster Club Treasurer
  • 2014 - 2015 Boys Lacrosse Booster Club Secretary
  • 2013 - 2014 Boys Basketball Booster Club Event Coordinator

Colina Middle School


  • 2013 - 2014 Conejo Council PTA Executive Vice President
  • 2010 - 2013 PTSA Hospitality Chair
  • 2011 - 2013 Office and Event Parent Volunteer Coordinator
  • 2010 - 2012 Science Department Fund Raising Coordinator
  • 2010 - 2011 6th Grade Room Parent

Westlake Hills Elementary


  • 2010 - 2011 Innovator of Stockings for Troops in Afghanistan (school wide project)

Westlake Elementary


  • 2009 - 2010 5th Grade Culmination Committee Chair
  • 2008 - 2009 Ohana Night Committee Chair
  • 2004 - 2005 1st Grade Play Production Committee Representative
  • 2004 - 2010 Room Parent (in one or both child's classroom)

Youth Sports Recreation and Travel Teams


  • 2004 - 2015 Team Parent for Baseball, Lacrosse, Soccer, Basketball and Football
  • 2008 - 2009 Concession Stand Manager Westlake Braves Football
Certifications
California Notary Public Commission #2160059
Expires: July 16, 2020
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Experienced Small Business Banker resume

Marizza Shoup
Carrier Objective

License Insurance professional with extensive experience in sales, prospecting and lead generation. Seeks a position offering new challenges and opportunities for career growth and advancement.

Personable and professional communicator with fluency in Spanish.

Skills
  • Superior Customer Service
  • Verbal Communication
  • Fluent in Spanish and English
  • Sales
  • Multi-task
  • Self-motivated




    • Work History
    Business Consultant May 2018 - Current
    NXGEN Payment Services Boise, ID
    • Leading to a singular solution that allows any business to take credit card payments in person, online, and over the phone.
    • Tailored Payments Solutions for any Business with excellent customer service.
    Insurance Agent Jan 2018 - Feb 2019
    Seguros Del Potosi, LLC Rupert, ID
    • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
    • Approached potential clients by utilizing direct marketing techniques, including mailings and phone contacts.
    • Built relationships with clients to provide excellent service.
    • Maintained high standards of customer service by building relationships with clients.
    Business Owner - Operator Retail Stores Oct 2009 - Feb 2019
    Cell Cell Cell, Inc Rupert, ID
    • Stayed on top of current market trends to determine optimal pricing of goods and service to capitalize on emerging opportunities.
    • Conducted target market research to scope out industry competition and identify advantageous trends.
    • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
    Sales Executive Nov 2017 - May 2018
    Spoton San Francisco, CA
    • Built strong client relationships, providing Superior Customer Service.
    • Identified and qualified customer needs, developed sales strategies.
    • Introducing New Products
    • Client Retention
    Independent Insurance Agent Oct 2015 - Aug 2017
    TAG The Ahbe Group Insurance Services Burley , ID
    • Created sales with superior customer service, explaining policies options
    On-Call Qualified Spanish Medical Interpreter Apr 2011 - Jul 2017
    Morales Dimmick Translation Service, Inc Twin Falls, Burley, ID
    • Facilitate communication between patients and physicians
    Insurance Agent-Reserve Sep 2014 - Sep 2015
    Farmers Insurance Burley, ID
    Business Owner-Operator Retail Stores Apr 2006 - Nov 2014
    B2P, LLC Burley, Rupert, Twin Falls, Jerome, Buhl , ID
    On-Call Spanish/English Legal Interpreter Mar 2000 - Jan 2010
    Minidoka and Cassia Counties Rupert, Burley, ID
    Small Business Owner/Operator Apr 2006 - Jul 2009
    Livincare Service Coordination Agency Buley, ID
    Radio Producer/Voice Talent Spanish May 1998 - May 2000
    Lee Family Broadcasting Rupert, ID
    Spanish Medical Interpreter Independent Contractor Jun 1996 - Jun 1998
    Idaho Department Of Health And Wellfare Region 5 Twin Falls, Idaho
    Certifications

    Idaho Department of Insurance

    Resident Producer License

    Casualty, Disability(Health), Life, Property

    Resident Bail Agent License

    Idaho Supreme Court

    Pre-Licensing Studies for Court Interpreters

    Qualified Spanish Medical-Legal Interpreter
    Real Estate Pre-License Module 1 and Module 2

    Education
    Associate of Applied Science: Visual Arts Current-Student
    College Of Southern Idaho Twin Falls, Idaho
    Additional Information

    Mexico Work History

    *Mashlo de Mexico, S.A. 1990 - 1996

    Service provider for the Government of the State of San Luis Potosí, Mexico

    *San Luis Potosí Department of Tourism San Luis Potosí Mexico 1987 -1991

    Event Coordinator 

    *Banco del Centro, S.A de C.V.1977 - 1981 /1984 - 1987

    Banking Operations / Banking and Administrative Operations Instructor / Auditor

    *Universidad de San Luis Potosí, Mexico 1984-1987

    Instructor

    *Warner Bros Mexico Division 1981 - 1984

    Promotion and Special Events Manager

    Mexico Certifications

    Banco del Centro, S.A. de C.V.

    *Instructor for Adults, Banking Accounting and Systems

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