Universal Banker resume examples

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Education
Bachelor of Business Administration: Marketing, 2016
 Brandman University (Chapman University System)
Professional Experience
Relationship Banker, 12/2016 to Current
 JPMorgan Chase & Co. – Los Angeles, CA
    Executing wire transfers, stop payments and account transfers.  Creating strategies to develop and expand sales of services to existing client base.  Referring outside investments to Financial Advisor.  Identifying mortgage and home equity line of credit opportunities, and partnering with Mortgage Banker.  Managing bank collateral in an effort to stay in compliance at all times.  Creating a superior customer service experience and maintaining fiduciary responsibilities.  Upgrading eligible clients to Private Client program and building strong relationships.  
Executive Assistant, 03/2016 to 11/2016
 Keller Williams Beverly Hills – Beverly Hills, CA
  • Performed intermediate clerical office duties for top-producing Los Angeles Realtor®. Scheduling mentor\'s listing appointments, showings, and open houses.  Working alongside mentor\'s developer and contractor to help manage prestigious and highly detailed construction projects, including obtaining most cost-effective materials from suppliers to ensure projects stay under-budget. Managing the brand website (www.dreamlivingla.com).  
Sales Specialist, 03/2015 to 03/2016
 Gucci America – Beverly Hills, CA
  • Drove my business with thorough expertise in men's and women's shoes, leather goods, and ready-to-wear.  Built and maintained an extensive local and international high net worth client book via proprietary relationship management software.  Engaged in trunk shows to deliver the latest product to the high demand of my book.  Created the utmost luxurious shopping experience for every new and existing client.  
Sales Specialist, 08/2014 to 03/2015
 Saks Fifth Avenue – Beverly Hills, CA
  • Sold a wide variety of women's contemporary apparel, with additional emphasis on shoes, handbags, designer apparel, and cosmetics.  Promoted 'Live The Legacy', and delivered the ultimate customer experience.  Established relationships with various brand vendors in regards to product knowledge.
Fashion Consultant, 10/2012 to 03/2014
 Nordstrom – Sacramento, CA
  • Met and maintained an aggressive sales quota via various positions throughout the store, in addition to promoting the Fashion Rewards program.  Exemplified superior customer service through the 'Nordstrom Way'.  Expanded and diversified revenue streams through cross-selling in multiple departments. Performed hand-carries for clients living throughout the Northern California region.
Licenses

Series 6

Series 63

California Life Insurance
Affiliations

JPMorgan Chase PRIDE of California

NextGen

This resume is created in 7 minutes.
Professional Summary
Dynamic professional adept at directing complex projects and leading high performance teams to complete key financial initiatives. Innovative and detail-oriented, successful at improving operations, impacting business growth and enhancing profits.
Skills
  • Works well under pressure
  • Flexible
  • Accurate and detailed
  • Team building
  • Practices due diligence
  • Customer-oriented
Work History
Cashier / Receivable Clerk 01/2018 to Current
Bahamas Welding And Fire – Nassau, New Providence
  • Contacted customers to collect outstanding payments via one-time or negotiated installment methods.
  • Prepared monthly receivable statements.
  • Reviewed time and attendance records to identify billable items.
  • Engaged customers warmly and provided immediate and dedicated assistance.
  • Handled cash, credit, debit cards and personal checks, providing correct change in payment transactions.
Cage Supervisor 01/2013 to 01/2017
Resorts Casino Bimini – Bimini, Bahamas
  • Drove daily production activities with effective communication and leadership.
  • Implemented performance, quality and efficiency measures to achieve aggressive production goals.
  • Planned, directed, coordinated and assigned manpower to meet aggressive production schedules.
  • Determined suitable crewing requirements, scheduled employees and worked with management to meet changing production schedules.
Administrative Assistant 06/2011 to 06/2013
Ministry of Education – Nassau, Bahamas
  • Ordered and distributed office supplies while adhering to a fixed office budget.
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Helped distribute employee notices and mail around the office.
  • Managed office supplies, vendors, organization and upkeep.
Processing Assistant 06/2009 to 05/2011
Royal Bank of Canada – Nassau, Bahamas
  • Trained and directed new hires during department orientations.
  • Handled various accounting transactions.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
Cage Cashier/Specialty Banker 10/2003 to 11/2008
Atlantis Casino – Paradise Island, N.P.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Processed exchange and foreign currency.
  • Executed wire transfers, stop payments and account transfers.
  • Maintained friendly and professional customer interactions.
  • Sold cashier's checks, traveler's checks and money orders.
Education
High School Diploma 2001 Aquinas College - Nassau, Bahamas
Certifications
Certificate of Achievement in Leadership Development
Certificate or Anti Money Laundering/ Countering Financing of Terrorism
This resume is created in 7 minutes.
Summary
Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.
Skills
  • Exceptional customer service
  • MS Office proficient
  • Reliable
  • Excellent communication skills
  • Inventory management background
  • Practiced knowledge of bank security systems
  • Approachable
  • Energetic
  • Organized
  • Strong sense of banking ethics
  • Debt and credit management
  • Safe and vault operation
Experience
06/2017 to Current
Universal Banker FIrst State/ Simmons Bank － Atoka, TN
Performed daily maintenance of the loan applicant database.
Educated customers on the variety of loan products and available credit options.
Assisted senior-level credit officers with complex loan applications.
02/2015 to Current
Head Teller/ Personal Banker FIrst State/ Simmons Bank － Atoka, TN Delivered prompt, accurate and excellent customer service. Directed specific questions to appropriate branch personnel.  Opened new customer accounts, including checking, savings and lines of credit. Opened and redeemed CDs and IRAs. Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Trained employees on cash drawer operation. Balanced daily cash deposits and bank vault inventory. Established new customer accounts including checking, savings, lines of credit and loans. Audited tellers. 
02/2013 to 02/2015
Teller FIrst State/ Simmons Bank － Atoka, TN Processed cash withdrawals. Answered incoming calls. Entered member transaction data into the online banking software. Delivered prompt, accurate and excellent customer service. Kept drawer balanced. 
01/2009 to 01/2012
Office Assistant First Citizens Financial Plus － Dyersburg, TN Made copies, sent faxes, and handled all incoming and outgoing correspondence. Organized files, faxed reports and scanned documents. Answered incoming calls. Sent out thank you cards and birthday cards to bank members. Sent out letters to customers. 
Education and Training
Dyersburg State Community College － Dyersburg, TN 2 years completed
2008
Brighton High School － Brighton , TN
This resume is created in 7 minutes.
Professional Summary

Enthusiastic and highly-motivated college student eager to apply theoretical knowledge and practical experience gained from extensive academic background. Currently enrolled at the University of Houston Downtown majoring in Supply Chain Management & Logistics. I possess a strong work ethic, a team player with winning attitude and a passion for improving and developing processes to make a significant contribution to your company. Recognized for my superb customer service with six years of experience and leadership skills.

Skills

• Bilingual ( Spanish).

• Highly committed to building a relationship and a client base.

• Excellent professional communication skills, including written and oral. • Ability to multi-task and manage competing priorities.

• Negotiation and conflict resolution .

• Ability to adapt to unfamiliar processes and situations with minimal review/supervision.

• Flexibility to adapt to deadlines, changing schedules, priorities, and unpredictable events.

• Proficient in Microsoft office & Horizon data system.
Work History
05/2017 to Current
Universal Teller Allegiance Bank – Houston, TX
  • Teller/Banker - Maintenance with customer's accounts.
  • Open new accounts.
  • Vault Teller Back up.
  • In charge of ATM balancing every week.
  • Teller Transactions.
  • Audit Reviewer.
09/2014 to 04/2017
CSR II Comerica Bank – Houston, TX
  • In charge of ATM balancing daily and auditing monthly.
  • In charge of keeping count of cashier checks and negotiables ( Temporary. checks, debit and credit advices , loan interbank's ).
  • -Vault Teller.
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  • Order a supply of cash to meet daily needs.
  • In charge of ordering supplies.
  • Identify transaction mistakes when debits and credits do not balance ( corrections ).
02/2013 to 08/2014
Teller I Wells Fargo – Houston, TX
  • Teller
  • Sales
Education
Associate of Arts: Business Administration And Management Lone Star College - Houston, TX
Expected in 2021
BBA: Supply Chain Management & Logistics
 University of Houston - Downtown - Houston, TX

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