Description
What I am looking is a challenging opportunity to help high-end clientle achieve their financial goals and be a valuable part of the team effort.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | Private Banker | 4/1998 - Present |
Siemens Medical Systems | Customer Service Representive | 7/1996 - 4/1998 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Strayer University | Human Resources Management | 2005 | Master Degree |
Methodist College | Business Administration | 1990 | Bachelor Degree |
Accomplishments
Highlights:
I have been recognized as being in the top 10% in sales and loan volume of all the private bankers in the company for the last 8 years. I have consistenly obtained a customer rating of 100% every month for the last 8 years. I was promoted to Assistant Vice President in 2005.Companies I like:
Morgan Stanley, Bank of America, BB&T, Suntrust, Fifth Third Bank or any financial institution.
Job Skills
Keywords
Responsibilities
Manages full-service banking relationship with upper mass affluent community banking customers. Consults with customers regarding financial needs and recommends products and financial services including community banking products. Prepares loan packages for credit review and underwriting. Opens and services accounts with authorized limits. Indentifies full balance sheet cross-selling opportunities for client and effectively coordinates with partners to evaluate those opportunities