Universal Banker resume examples

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Skillful Universal Banker resume

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Xinghai(Allen) Ai

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.

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.
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.
  • 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

Popular Universal Banker resume designs

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Job-winning Universal Banker resume

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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.

Series 6

Series 63

California Life Insurance


JPMorgan Chase PRIDE of California


Top Universal Banker skills

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Experienced Universal Banker resume

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Kim Russ

Retail manager for over 15 years.

Managed 5 retail stores for Gap.

Currently a  General Manager at Gap Port Jefferson

  • Ability to analyze data to drive results
  • Excellent planning and execution skills
  • Excellent time management skills
  • Leads team of 18 sales associates.
  • Effectively directs others
  • Customer focused
  • Meets Deadlines

Successfully managed 5 Gap locations with volumes of 2.5million up to 5.5 million.

Played a key role in the opening of the Gap in Port Jefferson in 1991

Successfully supervised the expansion of the Gap in Smith Haven Mall in 1995

05/2017 to 04/2019
General Manager Gap Bridgehampton & Port Jefferson, NY
10/2015 to 05/2017
Brand Manager Gap Port Jefferson, NY
Responsible for meeting company visual standards.
09/1998 to 03/2000
Personal Banker Astoria Federal Bank Port Jefferson Station, NY
Customer engagement
Meet bank product quotas
Financial planning
05/1991 to 09/1997
General Manager Gap
Managed 3 Gap Stores
Port Jefferson, Bridgehampton and Lake Grove
Education and Training
Education Hunter College New York City, New York
Associate of Arts: Liberal Arts And General Studies Suffolk County Community College Selden, NY