Banking Professional Resume

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James Williams
56, West Street
Portland, OR, 2835
999-1209-612

JOB OBJECTIVE

Seeking a challenging position in banking field that will utilize my qualifications and solid background in banking, office supervision and customer service.

SUMMARY OF QUALIFICATIONS

  • Advanced oral and interpersonal skills.
  • Well-developed analytical and problem-solving skills.
  • Ability to perform multiple tasks simultaneously.
  • Outstanding relationship management and business development skills.
  • Thorough knowledge of private banking products and services.
  • Ability to make critical decisions independently and exercise good judgment.
  • Excellent math skills- addition, subtraction, multiplication, division.
  • Ability to understand and explain all retail products and services in order to sell Bank products and services and to respond to customer inquiries.

PROFESSIONAL EXPERIENCE

CommerceWest Bank – Irvine, CA
2003-2007: Vice President

  • Developed and implemented a sales plan to attract new business to Commerce West Bank while maintaining and deepening existing relationships.
  • Responsible for acquiring and servicing business relationships, in accordance with set goals including multiple business and individual deposit accounts, cash management services, all loans and lines of credit.
  • Reviewed and prepared documentation for new accounts and loans to ensure compliance to legal and bank requirements.
  • Performed traditional banking transactions; conform to legal and bank requirements.

Sovereign Bank – San Diego, CA
1999-2003: Banking Representative

  • Accepted and processed checking and savings deposits including night deposits.
  • Inspected deposit tickets and deposited items for completeness and correctness.
  • Processed collections items and credit card cash advances.
  • Prepared daily totals and corresponding tickets for batch transactions.
  • Monitored and maintained an adequate supply of currency and coin.
  • Responded to customer inquiries regarding basic account information.
  • Accepted telephone and wire transfers, stop payment and check orders.

U.S. Bank – Portland, OR
1995-1998: Private Banker

  • Retained, developed banking account relationships.
  • Worked over the phone to open consumer and business deposit and credit products for new and existing banking clients within established guidelines and in compliance with banking regulations and policies and procedures.
  • Underwritten all consumer loan requests within credit policy guidelines.
  • Generated new sales revenue through effective customer service, sales techniques, and by offering appropriate products and services to clients.

True Value- Medford, OR
1993-1995: Office Manager

  • Managed workflow within the office to support warehouse performance.
  • Supervised, supported and reviewed associate performance in the department.
  • Worked closely with Operations Manager, Superintendent, Traffic Manager and Associates to ensure quality, accuracy of daily and completion of projects on time.
  • Worked directly with Associates to establish and foster an atmosphere of high employee morale through an active, fair and consistent implementation of policy and procedure.
  • Actively involved in employee training and cross-training.

ACADEMIC BACKGROUND

Master of Business Administration in Finance in 1993
Eastern Oregon University, Oregon

Bachelor of Arts in Accounting in 1991
Eastern Oregon University, Oregon

COMPUTER SKILLS

Advanced PC skills including word processing, spreadsheet, platform and teller applications.