Personal Banker CV Template

Highly skilled and knowledgeable Personal Banker with 9 years career experience working within financial solutions environments. Tireless provider of product and service solutions to assist customers in personal and business financial management and planning. Possesses strong communication and interpersonal skills.

Partners in Personal Finance 8/1/2012 to Current Personal Banker
London

• Regularly attend company trainings and meetings to discuss financial product and service enhancements.
• Keep up-to-date on retail ancillary services provided through company, affiliates, and competitors.
• analyse assigned loans for asset quality and refer problematic situations to appropriate department or associate.

Hennendale Financial Group 9/1/2005 to 3/1/2009 Personal Banker
London

• Reviewed and approved or denied overdraught and credit applications.
• Leveraged customer relationships through appropriate referral to additional lines of business such as cash management or merchant services.
• Interviewed customers to assess financial needs and recommend full range products and service solutions.

Better Banking Solutions 3/1/2009 to 8/1/2012 Personal Banker
London

• Maintained CRM tool and updated accordingly, including customer contact points and open lines of service.
• Oversaw the review and reconciliation of financial reports, such as overdraught, safe deposit box income/rent due, and signature card reports.
• Coordinated with other departments to procure quality referrals to ensure customers receive all available company product and service information.