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• Sample Resumes

Banking Resume Samples & Templates

After researching possible banking careers and knowing which type of job interests you most, it’s the perfect time to put that knowledge to good use. Prior to landing an interview, you need to create an appealing sample  resume . Take some time to contemplate what you would like to say to your potential employers about yourself. But what if you’re struggling on how you will express yourself, especially your skills and achievements to them? Don’t worry! We’re here to help you jumpstart your journey in your banking career. Just check our templates below  and carefully read this article as we share valuable steps that can help you in this matter.

Banking Resume

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123 Financial Street

New York, NY 10001

[email protected]

(555) 123-4567

Professional Summary

Dedicated and results-oriented banking professional with over 10 years of experience in financial services. Proven track record of managing customer accounts, executing financial transactions, and ensuring compliance with regulatory requirements. Excellent communication, analytical, and problem-solving skills, with a strong commitment to delivering exceptional customer service.

Professional Experience

Senior Relationship Manager

Chase Bank, New York, NY January 2018 – Present

• Managed and maintained a portfolio of 200 high-net-worth clients, ensuring personalized service and addressing their financial needs.
• Executed complex financial transactions, including loans, mortgages, and investments, ensuring accuracy and compliance with banking regulations.
• Analyzed financial statements, credit reports, and loan applications to assess risk and make informed lending decisions.
• Provided financial advice and guidance to clients on a range of products and services, including savings accounts, credit cards, and investment opportunities.
• Led a team of 10 banking associates, providing training, mentoring, and performance evaluations to ensure high levels of productivity and customer satisfaction.
• Achieved a 15% increase in client portfolio value, contributing to the overall success and profitability of the branch.

Banking Associate

Wells Fargo, New York, NY June 2012 – December 2017

• Processed daily transactions, including deposits, withdrawals, and transfers, with a focus on accuracy and efficiency.
• Assisted customers with account inquiries, resolving issues promptly and providing detailed information about bank products and services.
• Conducted thorough financial analysis and due diligence for loan applications, ensuring compliance with bank policies and regulatory requirements.
• Supported the implementation of new banking software, training staff on system functionalities and troubleshooting technical issues.
• Developed and maintained strong relationships with customers, fostering trust and loyalty through excellent service and personalized financial solutions.

Bachelor of Science in Finance

New York University, New York, NY Graduated: 2012

Certifications

• Certified Financial Planner (CFP) – 2015
• Chartered Financial Analyst (CFA) – 2017
• Anti-Money Laundering (AML) Certification – 2016
• Strong knowledge of banking regulations and compliance requirements
• Proficient in financial analysis and risk assessment
• Excellent customer service and relationship management skills
• Skilled in financial software and banking applications (e.g., QuickBooks, SAP)
• Exceptional problem-solving and decision-making abilities
• Effective communication and interpersonal skills
• Detail-oriented with strong organizational skills

Professional Affiliations

• Member, American Bankers Association
• Member, Financial Planning Association
• Member, Chartered Financial Analyst Institute

Available upon request.

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456 Finance Avenue, Chicago, IL 60601 | [email protected] | (312) 456-7890

Banking Operations Manager

Seasoned banking professional with over 12 years of experience driving operational success by managing and motivating teams, ensuring financial profitability, and optimizing efficiency. Proficient in compliance and risk management with a solid background in financial analysis. Known for enhancing productivity through strategic planning and continuous improvement initiatives.

• Regulatory Compliance & Governance
• Financial Analysis & Reporting
• Risk Management & Mitigation
• Customer Service Excellence
• Team Leadership & Development
• Operational Efficiency
• Process Improvement
• Project Management
• Budgeting & Forecasting
• Performance Tracking
• Strategic Planning
• Vendor Management
• Data Analysis & Interpretation
• Technology Integration
• Fraud Detection & Prevention
• Communication & Collaboration
• Training & Development
• Relationship Building

Work History

Bank of America, Chicago, IL March 2016 – Present

• Oversaw daily operations of the branch, ensuring compliance with regulatory standards and internal policies.
• Led a team of 20 employees, providing training and development to enhance performance and achieve business objectives.
• Implemented process improvements that increased efficiency by 25% and reduced operational costs by 18%.
• Managed customer relationships, resolving issues promptly and maintaining a high level of satisfaction.
• Coordinated with different departments to streamline operations and improve service delivery.

Senior Operations Analyst

Citibank, Chicago, IL July 2010 – February 2016

• Conducted detailed financial analysis and generated reports for senior management.
• Monitored and assessed operational risks, implementing strategies to mitigate potential issues.
• Developed and maintained operational policies and procedures to ensure consistency and compliance.
• Collaborated with IT to integrate new banking software, enhancing data accuracy and processing speed.
• Provided support during audits and regulatory examinations, ensuring all documentation was complete and accurate.

University of Illinois at Chicago, Chicago, IL Graduated: 2010

• Certified Financial Planner (CFP) – 2016
• Chartered Financial Analyst (CFA) – 2018
• Anti-Money Laundering (AML) Certification – 2017

Investment Banking Professional

Master of Business Administration (MBA) in Finance

University of Chicago Booth School of Business, Chicago, IL Graduated: 2016

• Relevant Coursework: Corporate Finance, Financial Statement Analysis, Investment Banking, Mergers & Acquisitions

Bachelor of Science in Economics

University of Illinois at Urbana-Champaign, Urbana, IL Graduated: 2012

• Honors: Magna Cum Laude
• Relevant Coursework: Microeconomics, Macroeconomics, Econometrics, Financial Markets

Work Experience

Investment Banking Associate

Goldman Sachs, Chicago, IL July 2016 – Present

• Advised on and executed mergers and acquisitions, leveraged buyouts, and other strategic transactions.
• Conducted detailed financial modeling, valuation, and due diligence for clients in various industries.
• Prepared pitch books, client presentations, and transaction documentation.
• Collaborated with senior bankers to provide strategic advisory services to clients.
• Played a key role in a $500 million M&A transaction, leading financial analysis and client communication.

Financial Analyst

J.P. Morgan, New York, NY June 2012 – June 2014

• Analyzed financial statements and conducted industry research to support investment decisions.
• Developed complex financial models to forecast company performance and valuation.
• Assisted in the preparation of pitch books and transaction proposals.
• Participated in the execution of equity and debt offerings.
• Contributed to a $300 million IPO by conducting valuation and preparing investor materials.
• Financial Modeling & Valuation
• Mergers & Acquisitions
• Strategic Advisory
• Due Diligence
• Industry Research
• Client Relationship Management
• Pitch Book Preparation
• Financial Statement Analysis
• Capital Markets
• Advanced Excel and PowerPoint
• Chartered Financial Analyst (CFA) – Level III Candidate
• Series 7 and Series 63 Licensed
• Member, CFA Institute
• Member, Chicago Finance Society

Additional Information

• Fluent in Spanish and Mandarin.
• Volunteer at Financial Literacy Program, educating underprivileged communities on personal finance.
• Active participant in industry conferences and networking events.

Phone: (312) 456-7890 Email: [email protected] Website: www.johndoe.com LinkedIn: linkedin.com/in/johndoe Address: 456 Finance Avenue, Chicago, IL 60601

Profile Summary

Experienced Banking Professional with a successful career in managing customer accounts, executing financial transactions, and ensuring compliance with regulatory standards. Proficient in financial analysis, risk management, and strategic planning to drive operational efficiency and profitability. Adept at building and maintaining productive relationships with clients and colleagues, leveraging strong communication and problem-solving skills to enhance service delivery and achieve business objectives. Committed to excellence and continuous improvement, with a track record of exceeding performance targets and fostering customer satisfaction.

• Risk Management & Compliance
• Relationship Management
• Financial Software Proficiency
• Problem Solving & Decision Making

Banking Operations Manager Bank of America, Chicago, IL March 2016 – Present

• Managed daily operations of the branch, ensuring compliance with regulatory standards and internal policies.

Senior Operations Analyst Citibank, Chicago, IL July 2010 – February 2016

Bachelor of Science in Finance University of Illinois at Chicago, Chicago, IL Graduated: 2010

Size: A4 & US

Writing a compelling CV (Curriculum Vitae) for a banking position is essential to make a strong impression on potential employers. Here’s a guide on how to structure and write an effective banking CV:

• Contact Information:  Include your full name, phone number, email address, and LinkedIn profile (if applicable). Ensure this information is accurate and up-to-date.
• Personal Statement:  Write a concise personal statement or objective that highlights your career goals, skills, and what you bring to a banking role.
• Professional Summary:  Provide a brief summary of your banking experience, key skills, and achievements. Tailor this section to showcase your suitability for the specific banking position you’re applying for.
• Skills:  Create a dedicated section for key skills relevant to the banking industry. Include both technical skills (e.g., financial analysis, risk management) and soft skills (e.g., communication, teamwork).
• Job title and dates of employment.
• Name of the company or financial institution.
• Key responsibilities and achievements.
• Quantify your achievements whenever possible (e.g., “Managed a portfolio of X clients”).
• Education:  Include your educational background, starting with the most recent degree. Mention the institution, degree earned, graduation date, and any relevant honors or awards.
• Certifications and Training:  Highlight any relevant certifications, such as Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or banking-specific courses.
• Achievements:  Dedicate a section to showcase your notable achievements in the banking industry. This could include successful projects, improvements in efficiency, or recognition received.
• Professional Memberships:  Mention any memberships in relevant professional organizations or banking associations.
• Technical Proficiency:  List any software, tools, or financial systems you are proficient in, such as Excel, Bloomberg, or other banking software. You can also see more on Bank Teller Resume .
• Languages:  If applicable, mention any languages you are proficient in, especially if they are relevant to the banking sector.
• References:  Conclude your CV with a note about references being available upon request.
• Tailor your CV for each specific banking job application , emphasizing the skills and experiences most relevant to the position.
• Use action verbs and quantifiable achievements to make your CV impactful.
• Keep your CV concise and focused, aiming for a length of 1-2 pages.
• Proofread your CV for errors and consistency.

Remember, a well-crafted CV should effectively communicate your qualifications, experience, and suitability for the banking role you’re pursuing.

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A key skill for a bank job is “Financial Analysis.” Bank professionals need the ability to analyze financial data, assess risk, and make informed decisions. Proficiency in financial analysis involves evaluating financial statements, assessing creditworthiness, understanding market trends, and making recommendations for investments or lending. Strong financial analysis skills are essential for roles such as financial analysts, investment bankers, loan officers, and other positions in the banking sector. This skill ensures effective decision-making, risk management, and contributes to the overall financial health and success of the bank and its clients.

Size: 68 KB

A banking resume  is a document that contains the detailed information of a person’s skills, competencies, education, work experience, and other achievements for his or her application in a specific job in the banking or financial field. 

Usually, students who graduated with diploma, bachelor or master degree in banking and financial management, or in stocks and accountancy are the ones who need to have their banking resume if they intend to work for consumer or commercial banks .

It is very important that you are able to craft a strong resume that stands out and will lead to interviews and job offers. Banking today is one of the most competitive and exciting industries in the world and they compete not only with all other banks, but with non-bank companies which include financial investment contract   companies as stated by the book “ Careers in Banking and Finance .”

Here are the following steps that guide you after downloading:

Isaac Newton once said that “truth is ever to be found in the simplicity, and not in the multiplicity and confusion of things.” So, write your resume clearly as you use easy-to-understand words and terms. Keep the information direct and concise. Avoid making your resume very fancy and over the top. 

Do you have an accomplishment that significantly showcases you as an exceptional and helpful employee to your company? What valuable contributions have you made to your current or former employers? In this part, define and feature your accomplishments and contributions as these things will help you to catch the attention of potential employers.

It is true that ‘honesty is the best policy.’ You need to write your real skills and authentic work experiences in your resume because if you include a skill that you’re not really good at, it will show on the outcomes of your future task list and job duties . Thus, be honest at all times. Although you are still lacking in some areas today, you will eventually pick up some work skills and experience while working. 

Before submitting your resume , give it some rounds of careful review. This will help you to see any possible mistakes and typographical errors and correct them immediately. Proofreading is an essential step as you refine the quality of your resume. 

Here are the top skills that are needed for banking jobs:

• Analytical skills
• Determination
• Attention to detail
• Commercial awareness
• Technical skills
• Stress management strategy

On your banking resume, include key details such as your professional summary, relevant skills (e.g., financial analysis, risk management), work experience, education, certifications, and notable achievements in the finance sector.

A bank resume is a document outlining an individual’s qualifications, skills, and work experience related to the banking industry. It typically includes information about education, certifications, and professional achievements.

Write your previous cash book handling experience, even if it is not your most recent experience. Highlight your customer profile   service skills and include your tech skills. Consider choosing the best sample resume format for your career.

Having a strong knowledge of core computer program description and a proficiency for working with technology are important factors that common banks need. Then, you should add your expertise in data entry and in using Microsoft Office apps like Word, Excel, PowerPoint, and Outlook.

The best jobs in banking are financial analyst , personal financial adviser business plan , relationship manager, accountant, auditor, and branch manager.

In conclusion, as you strive hard in getting a professional career in the banking field, remember these words cited from an article : “The pain you feel today is the strength you will feel tomorrow. For every challenge encountered there is opportunity for growth.” Therefore, you should keep your focus to your goals and dreams. The difficulties you are facing today will surely outweigh what you will attain in the future. Therefore, to help you create an effective resume, follow the guide and aforementioned tips in this article and download our banking professional  resume template today! We hope that you do your best so that you will be at the top of the ladder. 

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• Banking resume examples

Banking Resume examples

28 Banking resume examples found

All examples are written by certified resume experts, and free for personal use. Copy any of the Banking resume examples to your own resume, or use one of our free downloadable Word templates. We recommend using these Banking resume examples as inspiration only, while creating your own resume.

Learn more about: how to write a perfect resume

While in college, took on a part-time position as a cashier for a local grocery store.

• Established cordial relationships with patrons to provide premium services and build loyalty.
• Efficiently processed all payment transactions in form of cash, checks, and coupons.
• Provided assistance to customers to help them in their selection of available items.
• Managed relations with clients and provided them with information on special offers and promotions.

Bank teller

Performed financial transactions including receiving checks and cash for deposit to savings and checking accounts, verifying deposit amounts, examining checks for endorsement and negotiability. Ensure compliance with security and regulation procedures for the protection of cash and other assets.

• Entered transactions into bank records utilizing the online teller terminal.
• Cashed customer checks and paid money from savings and checking accounts upon verification of signatures and customer account balances. 
• Inspected all negotiable items including checks, money orders, and saving withdrawals to determine their negotiability.
• Achieved an excellent drawer balancing record of zero shortages or overages throughout tenure.
• Lowered average wait-time by 15%, leading to highest customer satisfaction scores.
• Educated customers on online service offerings and mobile applications.
• Assisted account holders access technology to enhance banking convenience via multiple self-service channels.

Personal banker

Generated $1 M deposits in one year. Developed a relationship and sales plan for a diverse customer base. Provided a broad range of services including portfolio management, investment management, and credit and personal banking products.

• Performed effective life cycle planning and developed marketing strategies for targeted clients; identified new business opportunities and grew customer base through cross-selling products and services to existing clients.
• Processed and approved all mortgage loan, credit card, and credit line applications for Personal and Professional customers; compiled and verified application information, reviewed agreements for accuracy and compliance, and monitored time-critical turnaround requirements.
• Provided excellent quality customer service, utilizing Gallop scoring and Mystery Shops.

Loan officer

Multifaceted role requiring critical thinking and relations management skills to support seamless financial processes.

• Compiled loan and credit documents required for appraisals to process loan applications.
• Led one-on-one client consultations to compile and assess clients’ financial standing and eligibility for loans.
• Managed information systems, ensuring the accuracy of each loan application incompliance with established standards of practice.
• Analyzed current trends and changes in regards to the financial market and policies to provide clients with the most up-to-date information.

Investment banker

Oversaw $5+ billion investment portfolio of complex fixed-income instruments including Collateralized Mortgage Obligations, Mortgage-Backed Securities, Asset-Backed Securities Hybrid ARMs, Corporate Debt, and Money Market Instruments. Established strategic initiatives to enhance liquidity, profitability while complying with asset/liability management objectives. Educated senior management regarding portfolio management and liquidity.

• Executed the investment operations and strategies of the bank streamlining portfolio structure, asset allocation, and risk profile.
• Provided leadership to all trade execution and portfolio servicing activities including trade review, settlement, and documentation, corporate actions, cash, and collateral management across a range of products including bonds, swaps, and exchange-traded derivatives.
• Monitored the compliance of financial instruments with established policies, procedures, and regulations.
• Served as a voting member of the Bank's Asset/Liability Committee for establishing strategic objectives and managing the Bank's risk profile.
• Presented results, strategies, and recommendations to Bank and association senior management, ALCO, and the Board of Directors.
• Instrumented processes for the ongoing assessment of liquidity and marketability of portfolio holdings.
• Worked closely with funding and derivatives personnel in the formulation and execution of debt and derivatives strategies that support the bank's asset/liability objectives.
• Created and maintained policies and procedures, regulatory compliance, and Sarbanes Oxley compliance documentation.

Loan processor

Oversaw a variety of Loan Servicing functions including Commercial, Real Estate, and Consumer loans. Processed final closing and distribution of paid loans and payoff demand statements. Guided lenders and staff regarding documentation, commercial loan booking, and underwriting compiled and stored credit and collateral files as per state, federal, and banking regulations. Analyzed loan data, documentation, and calculations per GAAP standards; identified risks and recommended policies /procedures to correct deficiencies and improve performance.

• Conducted system data quality audits for all loans and transferred loan specifications to the Fiserv banking system; updated rate changes, borrowing base, loan grades, and payment changes into the system.
• Resolved issues related to the overall financial integrity of banking institutions including loan investment, portfolios, capital, earnings, and large troubled accounts.
• Performed routine credit transactions including new loan funding, advances, payments, payoff, paydown, and fee waivers.

Challenging position providing comprehensive assistance to bank customers whilst supporting corporate goals.

• Oversaw the onboarding and training of new recruits in the company’s specified procedural standards to ensure compliance and the delivery of premium service all over.
• Evaluated customers’ financial reports to identify needs and recommend strategic financial products and opportunities to facilitate their financial goals.
• Consistently surpassed sales targets by leveraging practiced customer service and sales skills.
• Worked collaboratively with colleagues to uphold defined company policies and facilitate corporate goals.

Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, and selling cashier's checks, answering customer questions, and referring to other bank services. Ensured compliance with bank operations and security procedures by participating in all dual-control functions.

• Cross-sell bank products by answering routine inquiries, analyzing customers' needs, promoted banking products and services, and directed customers to a branch representative as needed.
• Managed cash transactions through reconciliation, counted and packaged currency and coins, turned excess cash and mutilated currency to head teller, maintained supply of cash and currency.

Responsible for a portfolio of 20 million and achieved a growth of 2 million monthly through cross-selling bank products encompassing Individual Accounts, Personal Loans, Credit Cards, etc.

• Meticulously monitored clients’ accounts and delivered comprehensive reports to keep them up-to-date on recent developments.
• Consistently achieved defined targets by liaising with colleagues and international branches to generate sales leads for new services.
• Researched and updated all required materials needed to facilitate transactions for clients.
• Facilitated a 20% annual portfolio growth by establishing and nurturing client relationships.

Analytics intensive positon, requiring relations and adaptive skills to effectively perform duties in support of a fast-paced workspace.

• Trained under the supervision of seasoned professionals to hone skills and deliver the best service to clients.
• Created and maintained individual accounts/files in accordance with established standards.
• Provided comprehensive consultations to clients on policies, procedures and requirements in regards to their loans.
• Routinely drafted and delivered detailed reports to superiors to keep them updated on progresses, issues and concerns.
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Professional resume templates

Make a resume that wins you interviews! Choose one of these professionally-designed resume templates and follow 3 easy steps to complete.

Create a perfect resume in a few minutes

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Free resume templates

• Free for personal use
• Direct download as a Microsoft Word document
• Created by a CPRW certified resume expert
• Optimized for applicant tracking system (ATS) screening

Choosing a correct resume format and template

Resume template

Download our American style resume template. Chronological resume format. Download a functional resume template .

Learn more about the differences between a resume and a CV .

CV template

Download our British/European style cv template. Similar to a resume but more commonly used in Europe, Asia and Africa.

Download cv-template.docx 29.34 KB

Resume Worded   |  Proven Resume Examples

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• Investment Banking Resume Guide & Examples

Banker Resume Examples: Proven To Get You Hired In 2024

Jump to a template:

• Commercial Banker
• Personal Banker

Get advice on each section of your resume:

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• Banker Resume Tips

Banker Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., banker resume sample.

The banking industry is all about trust, relationship management, and understanding complex financial systems. A strong resume for a Banker role should reflect your ability to handle these tasks. Recently, the industry has been leaning heavily on technological innovation with online banking and digital transactions becoming standard. Also, sustainability and ethical banking practices are gaining traction. So, while it's essential to demonstrate your fundamental banking knowledge and financial acumen, showcasing your proficiency in the latest banking technologies and awareness of ethical banking practices could give you an added advantage. When crafting your resume, bear in mind that bankers are detail-oriented and value effective communication. Therefore, your resume needs to be impeccably neat, clear, and concise. It needs to quickly communicate your qualifications, experience, and skills relevant to the banking world.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your banker resume in 2024,    showcase technical skills and digital proficiency.

Banking is no longer just about traditional financial services; it's rapidly going digital. Mention any experience or familiarity with banking software, online transaction systems, or fintech innovations. This shows you’re not just adaptable, but also forward-thinking.

   Highlight understanding of ethical banking norms

As the industry shifts towards ethical banking practices and sustainable investing, it’s crucial to demonstrate your knowledge in this area. If you’ve been involved in any projects or initiatives related to ethical banking, sustainable finance, or corporate social responsibility (CSR), make sure it's there on your resume.

As a banker, your role is about more than just crunching numbers; you're expected to provide financial guidance, build relationships with clients, and work effectively in a highly regulated environment. Digital banking continues to grow so it's critical to understand latest technological trends and how they fit within the banking industry. By being mindful of these factors, you can tailor your resume to reflect the skills and experience that make you stand out in the evolving banking landscape. In crafting an effective banker resume, remember to emphasize your financial acumen and your customer service expertise. Don't just list out your duties; instead, quantify your achievements. It's a competitive field, so giving concrete evidence of your successes will definitely make your application more compelling.

   Demonstrate knowledge of banking regulations

In your resume, you should clearly state your understanding and application of banking regulations. Mention specific regulatory projects you've managed or contributed to. This shows that you can navigate the complexities of banking law, a crucial skill for any banker.

   Showcase your digital literacy

In light of the digital banking trend, demonstrating that you’re tech-savvy is a plus. List any software, tools or technologies you’ve used or learned that are relevant to banking. If you’ve been part of a project involving digital banking or fintech, make sure to include this in your list of accomplishments.

Commercial Banker Resume Sample

Personal banker resume sample.

We spoke with hiring managers at top banks like JPMorgan Chase, Bank of America, and Wells Fargo to understand what they look for in a banker's resume. The following tips will help you create a strong resume that stands out from other applicants and gets you interviews.

   Highlight your banking experience and skills

Recruiters want to see that you have relevant experience and skills for the banking role you are applying for. Emphasize your banking experience and skills in your resume, such as:

• 5+ years of experience in retail banking, managing customer accounts and transactions
• Expertise in financial analysis, risk assessment, and lending products
• Strong knowledge of banking regulations and compliance requirements

Quantify your achievements wherever possible to show the impact you made. Instead of generic statements, use specific examples like:

• Managed customer accounts
• Skilled in financial analysis
• Managed 200+ customer accounts with $10M+ in assets, consistently meeting sales targets
• Conducted financial analysis for 50+ commercial lending deals, averaging $5M per deal

   Tailor your resume to the specific banking role

Banking is a broad field with many different roles, such as retail banking, commercial banking, investment banking, and risk management. Tailor your resume to the specific role you are applying for. Here are some examples:

• For a retail banking role, focus on your experience with customer service, sales, and account management.
• For a commercial banking role, highlight your experience with business lending, financial analysis, and relationship management.
• For an investment banking role, emphasize your experience with financial modeling, deal execution, and client presentations.

Customizing your resume shows the recruiter that you understand the role and have the relevant skills and experience.

   Use industry-specific keywords

Many banks use applicant tracking systems (ATS) to screen resumes for relevant keywords before a recruiter even looks at them. Include banking-specific keywords in your resume to increase your chances of passing the ATS screening. Some examples:

• Risk assessment
• Financial analysis
• Lending products
• Regulatory compliance
• Customer relationship management

Sprinkle these keywords throughout your resume in the relevant sections, such as your professional summary, skills, and work experience. However, avoid keyword stuffing or using keywords that do not apply to your actual experience.

   Show your career progression

Recruiters want to see that you have progressed in your banking career and taken on increasing responsibilities. Show your career progression by listing your work experience in reverse-chronological order, with your most recent and relevant experience first.

For each job, include your title, the company name, dates of employment, and a few bullet points highlighting your key responsibilities and achievements. Use action verbs to describe what you did and the results you achieved. Here's an example:

Commercial Banking Relationship Manager, ABC Bank, 2018-2022 Managed a portfolio of 50+ mid-sized business clients with $100M+ in total loans Conducted financial analysis and risk assessment for new loan applications, resulting in a 20% increase in loan volume Developed and implemented a new client onboarding process, reducing onboarding time by 30%

   Include relevant education and certifications

In addition to work experience, recruiters also look for relevant education and certifications on a banker's resume. Include your degree(s), major(s), and any relevant coursework or projects. Here are some examples:

• Bachelor of Science in Finance, XYZ University, 2015
• Coursework: Financial Accounting, Corporate Finance, Investment Analysis
• Capstone project: Developed a financial model for a $50M real estate investment

Also include any relevant banking certifications you have earned, such as:

• Chartered Financial Analyst (CFA)
• Certified Treasury Professional (CTP)
• Certified Anti-Money Laundering Specialist (CAMS)

These certifications show your expertise and commitment to the banking profession.

   Demonstrate your soft skills

In addition to technical skills, banks also look for candidates with strong soft skills, such as communication, teamwork, and leadership. Demonstrate your soft skills by including examples in your work experience bullet points. Here are some examples:

• Collaborated with a cross-functional team of 10+ bankers, credit analysts, and underwriters to structure and close a $25M syndicated loan deal
• Presented quarterly portfolio performance reports to senior management, highlighting key risks and opportunities
• Mentored and trained 5 junior bankers on financial analysis and credit underwriting, resulting in a 50% reduction in errors

You can also include a separate skills section on your resume to highlight your key soft skills, such as:

• Relationship building
• Problem-solving
• Attention to detail

Writing Your Banker Resume: Section By Section

  summary.

A resume summary for a banker is an optional section that provides a brief overview of your professional experience, skills, and career goals. While a summary is not required, it can be a useful tool to provide context for your resume and highlight your most relevant qualifications. However, it's important to avoid using an objective statement, as these are outdated and focus on what you want rather than what you can offer the employer.

When writing your banker resume summary, focus on your key strengths, accomplishments, and the value you can bring to the role. Tailor your summary to the specific position you're applying for and the financial institution's needs. Keep it concise, no more than a few sentences or a short paragraph.

To learn how to write an effective resume summary for your Banker resume, or figure out if you need one, please read Banker Resume Summary Examples , or Banker Resume Objective Examples .

1. Highlight your banking expertise and specializations

In your resume summary, showcase your specific areas of expertise within the banking industry. This helps employers quickly understand your focus and how you can contribute to their organization. Consider the following examples:

• Experienced banker with a proven track record of success.
• Skilled professional with experience in various banking roles.

Instead, be more specific and highlight your key areas of specialization:

• Commercial banker with 5+ years of experience in loan origination and portfolio management.
• Investment banker specializing in mergers and acquisitions for technology startups.

By focusing on your specific expertise, you demonstrate your value to potential employers and help them envision how you can contribute to their team.

2. Emphasize your achievements and impact

When crafting your banker resume summary, focus on your achievements and the impact you've made in your previous roles. Quantify your results whenever possible to provide concrete evidence of your success.

Experienced relationship manager with strong communication and interpersonal skills. Proven ability to build and maintain client relationships.

While this summary mentions relevant skills, it lacks specific achievements and impact. Instead, consider a summary that highlights quantifiable results:

Accomplished relationship manager with a track record of growing client portfolio by 30% and increasing revenue by $5M+ annually. Skilled in developing strategic partnerships and providing exceptional client service to high-net-worth individuals.

By emphasizing your achievements and impact, you demonstrate your value to potential employers and set yourself apart from other candidates.

  Experience

The work experience section is the heart of your resume. It's where you demonstrate your qualifications and show the hiring manager how you've applied your skills to produce results. When writing your work experience section, aim to create a compelling narrative that paints a clear picture of your career trajectory and accomplishments.

1. Highlight banking experience and skills

When describing your work experience, focus on the aspects of your roles that are most relevant to banking. This could include:

• Managing client accounts and portfolios
• Conducting financial analysis and risk assessments
• Developing investment strategies and providing financial advice
• Collaborating with cross-functional teams to deliver banking solutions

By emphasizing your banking-specific experience and skills, you demonstrate your qualifications for the role and make it easier for the hiring manager to visualize you in the position.

2. Use strong banking action verbs

When describing your achievements, use strong action verbs that resonate with the banking industry. Compare the following examples:

• Responsible for managing client portfolios
• Worked on financial analysis and risk assessment

Instead, use powerful verbs that convey your impact:

• Spearheaded the management of a $50M client portfolio, implementing strategies that generated a 15% return on investment
• Conducted in-depth financial analysis and risk assessments, identifying potential threats and opportunities for clients

Action verbs like "spearheaded," "implemented," "generated," "conducted," and "identified" create a stronger impression of your contributions and leadership.

After writing your work experience section, use our Score My Resume tool to get instant feedback on the strength of your resume based on criteria hiring managers care about, including your use of action verbs.

3. Quantify your banking accomplishments

Whenever possible, use metrics to quantify your achievements and provide context for your contributions. Numbers help hiring managers understand the scope and impact of your work. For example:

Managed a portfolio of 50+ high-net-worth clients, overseeing $250M in assets and achieving an average annual return of 12%

If you don't have access to specific metrics, you can still provide context by using numbers or percentages, such as:

• Collaborated with a team of 15 bankers to develop and implement a new risk assessment framework
• Streamlined the account opening process, reducing average processing time by 30%

4. Demonstrate career growth in banking

Showcase your career progression within the banking industry by highlighting promotions, increased responsibilities, and key projects. This demonstrates your ability to learn, grow, and take on new challenges. For example:

Promoted to Senior Financial Analyst after consistently exceeding performance targets and demonstrating strong leadership skills. In this role, led a team of five analysts in developing and implementing a new investment strategy that increased client portfolio returns by an average of 10%.

By showcasing your career growth, you signal to hiring managers that you have the potential to continue advancing and making valuable contributions to their organization.

  Education

Your education section is a key part of your resume as a banker. It shows hiring managers that you have the necessary knowledge and qualifications for the role. In this section, we'll cover what to include and how to format your education section to make it stand out.

1. List your degrees in reverse chronological order

Start with your most recent degree first, and work backwards. This is the standard format for resumes in the banking industry.

For each degree, include:

• Name of the degree (e.g. Bachelor of Science in Finance)
• Name of the university
• Graduation year
• GPA (if above 3.5)

Here's an example of how to format your degrees:

• Master of Business Administration (MBA), XYZ University, 2020
• Bachelor of Science in Finance, ABC University, 2016

2. Highlight relevant coursework for entry-level bankers

If you are a recent graduate or have limited work experience, you can strengthen your education section by listing relevant coursework. This shows hiring managers that you have specific knowledge that applies to the banking role.

However, avoid listing every course you've taken. Instead, choose 3-5 courses that are most relevant to the job description.

Here's an example:

Bachelor of Science in Finance, DEF University, 2022 Relevant Coursework: Financial Modeling, Investment Banking, Corporate Finance, Financial Accounting

3. Keep it concise for experienced bankers

If you are a senior-level banker with many years of experience, your education section should be brief. Hiring managers will be more interested in your professional accomplishments than your degrees from many years ago.

Here's an example of what not to do:

• Master of Business Administration, XYZ University, 1995-1997
• Bachelor of Arts in Economics, ABC College, 1991-1995
• Online Course in Advanced Excel for Finance, 2005

Instead, keep it short and sweet:

• MBA, XYZ University
• B.A. Economics, ABC College

  Skills

The skills section of your banker resume is a critical component that showcases your abilities and qualifications to potential employers. It's important to highlight the most relevant and valuable skills that align with the job requirements and demonstrate your expertise in the banking industry. In this section, we'll provide you with tips and examples to help you craft a compelling skills section that will catch the attention of hiring managers and increase your chances of landing an interview.

1. Prioritize banking-specific skills

When listing your skills, focus on those that are directly related to the banking industry and the specific job you're applying for. Highlight your expertise in areas such as financial analysis, risk management, loan processing, and customer service.

Here's an example of a well-structured skills section for a banker resume:

Financial Analysis : Financial modeling, financial statement analysis, credit analysis, budgeting and forecasting Risk Management : Risk assessment, fraud detection, compliance, anti-money laundering (AML) Loan Processing : Loan origination, underwriting, documentation, closing Customer Service : Relationship building, problem-solving, communication, sales

To ensure your skills section is tailored to the job, review the job description carefully and incorporate the key skills and qualifications mentioned. Using our Targeted Resume tool can help you identify the most important skills to include based on the specific job posting.

2. Avoid generic or outdated skills

When crafting your skills section, steer clear of listing generic or outdated skills that don't add value to your resume. For example, instead of simply stating "computer skills," be specific and mention the relevant software or tools you're proficient in, such as financial analysis software or customer relationship management (CRM) systems.

Computer skills Microsoft Office Communication Teamwork

Instead, showcase your skills in a more targeted and impactful way:

Financial Software : Bloomberg Terminal, Thomson Reuters Eikon, Morningstar CRM Systems : Salesforce, Oracle CRM, Microsoft Dynamics Data Analysis : Excel (Advanced), SQL, Tableau

Keep in mind that hiring managers often use Applicant Tracking Systems (ATS) to filter resumes based on the presence of specific skills and keywords. By including relevant and up-to-date skills, you increase your chances of passing the ATS screening and reaching the next stage of the hiring process.

3. Quantify your skills with proficiency levels

To provide hiring managers with a clear understanding of your skill levels, consider including proficiency indicators next to each skill. This can be done using terms like "Expert," "Advanced," "Intermediate," or "Beginner," or by using a visual scale, such as stars or bars.

Here's an example of how you can incorporate proficiency levels into your skills section:

Financial Analysis (Expert) Risk Management (Advanced) Loan Processing (Intermediate) Customer Service (Expert)

By quantifying your skills, you provide hiring managers with a quick and easy way to assess your capabilities and determine if you're a good fit for the role.

To ensure your skills section is effective and impactful, consider using our Score My Resume tool, which provides instant expert feedback on your resume, including an assessment of your skills section. The tool checks your resume against 30+ key criteria that hiring managers look for and offers suggestions for improvement.

Skills For Banker Resumes

Here are examples of popular skills from Banker job descriptions that you can include on your resume.

• DCF Valuation
• Financial Analysis
• Capital Markets
• Python (Programming Language)
• Due Diligence
• S&P Capital IQ
• Financial Modeling

Skills Word Cloud For Banker Resumes

This word cloud highlights the important keywords that appear on Banker job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

How to use these skills?

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Use our free resume checker to get expert feedback on your resume. You will:

•  Get a resume score compared to other Banker resumes in your industry.

•  Fix all your resume's mistakes.

•  Find the Banker skills your resume is missing.

•  Get rid of hidden red flags the hiring managers and resume screeners look for.

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Banker Resumes

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• Template #5: Personal Banker
• Skills for Banker Resumes
• Free Banker Resume Review
• Other Finance Resumes
• Banker Interview Guide
• Banker Sample Cover Letters
• Alternative Careers to a Investment Banking Specialist
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Banking Resume Examples and Templates for 2024

Banking Text-Only Resume Templates and Examples

1. write a dynamic profile summarizing your banking qualifications, 2. outline your banking experience in a compelling list, 3. include banking-related education and certifications, 4. list your banking-related skills and proficiencies, how to pick the best banking resume template, frequently asked questions: banking resume examples and advice.

• Entry-Level
• Senior-Level

Karen Lane (655) 863-6548 | [email protected] | 72 Light Lane, Los Angeles, CA 90003

Commercial Banking Professional with 2+ years of experience. Skilled at handling complex negotiations and meeting/exceeding financial targets.

• Commercial Banking Procedures
• Customer Service
• Foreign Currency Handling
• Negotiations
• Risk Assessment & Management
• Team Leadership
• Wealth Management

Professional Experience

Commercial Bank of California, Los Angeles, CA | November 2018 to January 2021

Commercial Banking Officer (September 2019 to January 2021)

• Opened and closed 50+ accounts per week
• Helped clients analyze risks and set appropriate banking plans
• Attended and contributed to industry conferences and panel discussions
• Led and managed a 5-person team

Junior Banking Associate (November 2018 to August 2019)

• Built and maintained positive client relationships
• Provided payroll, bookkeeping, and tax return preparation services
• Clarified clients’ banking needs and suggested appropriate accounts and services

Education & Credentials

Bachelor of Science (BS) – Finance, Loyola Marymount University, Los Angeles, CA

Certified Public Accountant, American Institute of Certified Public Accountants

Jerry Jones (738) 274-2648 | [email protected] | 91 Riverside Avenue, Los Angeles, California, 90001

High achieving and analytical investment banker with seven years of experience in the banking industry. Proven ability to work alongside a wide variety of clients to provide useful investment insights and outline any potential risks. Possesses a bachelor’s degree in finance from California State University and a master’s degree from Claremont McKenna College. Excellent communication skills, in-depth knowledge of the current trends in the investment banking industry, and success-orientated attitude.

Investment Banker, 1st Capital Bank, Los Angeles, CA June 2017 – March 2021

• Oversaw and managed the relationship-banking team, which resulted in a 15% increase in revenue and increased profitability
• Prepared and organized the execution of equity transactions
• Successfully achieved the 2020 target of $15M
• Participated in industry conferences and panel discussions

Investment Associate, American First National Bank, Los Angeles, CA November 2014 – June 2017

• Helped to increase the yearly revenue by 6% via regular client-orientated sales events
• Performed company equity research
• Contributed to the preparation of fact-based growth opportunity reports

Master of Finance Claremont McKenna College, Claremont, CA, September 2012 – July 2013

Bachelor of Science in Finance California State University, Northridge, CA, September 2009 – July 2012

• Risk management and compliance
• Wealth management
• Knowledge of commercial and private banking
• Team leadership
• Exceptional communication skills
• Impressive ability to build and maintain working relationships

Certifications:

• CFA Institute certified Chartered Financial Analyst (CFA), August 2013

Monica Reese (246) 802-4680 | [email protected] | 135 Main Avenue, San Francisco, CA 35791

Commercial Banking Associate with 10+ years’ experience providing quality services to personal and business clients. Expertly address and solve client problems, drawing on deep knowledge of bank products. Confident leader who trains and motivates junior associates to deliver consistent positive results. Bilingual: Fluent in English and Spanish.

Commercial Banking Associate, Bank of San Francisco, San Francisco, CA | November 2017 to Present

• Lead and performance-manage a team of 12 associates
• Help customers open new bank accounts and access online services

Highlights:

• Consistently earned 98%+ client satisfaction rating
• Drove a 45% increase in customer use of online services
• Trained and mentored 7 new hires in 2021

Banking Associate, Bank of America, San Francisco, CA | September 2012 to October 2017

• Delivered prompt, thorough service to 50+ small business clients
• Gathered information for new account holders by completing CIP and Enhanced Due Diligence forms
• Clarified each client’s needs and suggested appropriate credit cards, personal loans, and other bank products
• Consistently ranked in top 5% of team for upselling

Bachelor of Science in Business Administration (Finance), University of San Francisco, CA | 2012

• Customer Service & Relations
• New Hire Training & Mentoring
• Regulatory Compliance
• Task Prioritization

Fluency in Spanish

How To Write a Banking Resume

An effective banking resume should demonstrate a thorough understanding of financial regulations and services, as well as customer service ability . Whether you’re new to the banking industry or taking the next step in your career, a solid resume that highlights your skills and achievements can help land your next job.

The first section of your resume is one of the most important because it’s what hooks the hiring manager and makes them interested enough to keep reading. The profile summary section goes at the top of your resume after the header with your name and contact information. It is designed to give a reviewer an overall idea of who you are and what you can offer. Draw attention to your most valuable qualities, such as extensive experience or the ability to speak more than one language.

Senior-Level Profile Example

Commercial banking associate with over 10 years of experience providing quality services to personal and business clients. Expertly address and solve client problems, drawing on deep knowledge of bank products. Confident leader who trains and motivates junior associates to deliver consistent positive results. Bilingual: Fluent in English and Spanish.

Entry-Level Profile Example

Commercial banking professional with over two years of experience. Skilled at handling complex negotiations and meeting/exceeding financial targets.

The professional experience section of your resume should explain what your duties and responsibilities have been in previous positions. Also, it must be a soft sales pitch about the value you can bring to your next position. It can be helpful to separate each job listing into sections: one for your job duties and one to highlight achievements. What’s worth mentioning depends on the position you’re applying for, but most banking positions rely on customer satisfaction and efficiency, so these are good places to start.

Senior-Level Professional Experience Example

Commercial Banking Associate Bank of San Francisco, San Francisco, CA | November 2017 – present

• Consistently earned 98% and higher client satisfaction rating
• Trained and mentored seven new hires in 2021

Entry-Level Professional Experience Example

Commercial Banking Officer Commercial Bank of California, Los Angeles, CA | November 2018 – January 2021

• Opened and closed over 50 accounts per week
• Led and managed a five-person team

A degree in finance or business or accounting-related certifications can put you ahead of the pack when applying for a job in the banking industry. Some jobs may require a certain educational background, such as being a certified financial planner. Customer-facing positions like tellers may focus more on cash-handling experience and sales skills. List your education and any relevant credentials or certifications clearly on your resume so the hiring manager can determine if you have the necessary qualifications.

• [Degree Name]
• [School Name], [City, State Abbreviation] – [Graduation Month and Year]
• Bachelor of Science in Finance
• California State University, Northridge, CA – July 2012

Certifications

• [Certification Name], [Awarding Organization], [Completion Year]
• Certified Chartered Financial Analyst, CFA Institute, 2013

The objective of your resume is to show the person reviewing it you’re a good fit for the position and that you will add value once you’re hired. Make it easy to see your skills and proficiencies. A bulleted list works well for this and can be divided into two sections: technical and banking-related skills and general professional skills.

Using a banking resume template lets you spend more time crafting compelling copy that positions you as a top candidate and less time messing with spacing and bolding. But all templates aren’t created equal. Look for non-fussy designs that prioritize readability and organization. Your resume is a professional document, and a hiring manager must quickly and easily determine if you’re a match for the position. Use headings, bullets, and lines for easier skimming.

What are common action verbs for banking resumes? -

Action verbs take your bullets from bland descriptions of your job duties to compelling marketing materials for yourself as an applicant. It’s important to use various action verbs to avoid repetition and keep your resume as engaging as possible. If you’re getting stuck while writing this section, try these options that work well for banking positions. Another useful technique is to quickly read through the job description and identify any matching phrasing for the job responsibilities.

How do you align your resume with a job description? -

Targeting your resume to a specific job description can increase the chances that a hiring manager identifies you as a good fit. Look for keywords, qualifications, skills, and other must-haves listed in the job description and use these when creating your resume. Consider including a specific software in your list of key skills or adding a bullet point in your work experience section that highlights your knowledge of loans and other related products. This is especially important for those applying for competitive positions, such as loan officers , who are expected to experience just average growth, and tellers , who are expected to see a 12% decline through 2031.

What is the best banking resume format? -

The right format for a banking resume depends on how much experience you have, what kind of position you’re applying for, and the company, but you can’t go wrong with a reverse chronological format in this industry. This traditional design will be what most hiring managers expect and lets you list your work history, skills, and education in an organized, easy-to-read manner. You can also play around with this format, such as listing key skills first or using a double-column design to make more use of white space.

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Including a cover letter with your resume shows you're serious about the position and willing to put in extra effort. It provides an additional opportunity to describe your achievements and qualifications. If you need help writing a banking cover letter , this guide provides tips and examples.

Jacob Meade

Certified Professional Resume Writer (CPRW, ACRW)

Jacob Meade is a resume writer and editor with nearly a decade of experience. His writing method centers on understanding and then expressing each person’s unique work history and strengths toward their career goal. Jacob has enjoyed working with jobseekers of all ages and career levels, finding that a clear and focused resume can help people from any walk of life. He is an Academy Certified Resume Writer (ACRW) with the Resume Writing Academy, and a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers & Career Coaches.

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Banker resume examples & templates

The perils of ATS

The world of financial services has always been a lucrative career path, and today's interconnected global economy makes that truer than ever. If you’re a specialist in banking or are looking to become one, a stellar resume is the key to landing a top job with a great salary, benefits and work environment.

Surveys have shown that hiring managers usually spend only a few seconds reading a resume, so there’s little room for error and little time to make an impact. This is a basis for Resume.io’s ever-expanding collection of tips and tools. It includes more than 350 occupation-specific resume writing guides, plus corresponding resume examples that job seekers are welcome to customize.

This guide, along with sample wording from a banker resume example, is designed to help anyone in the banking industry find a job that’s the right fit. Read along, and learn how to craft a resume that demonstrates your readiness to compete in the globalized banking business. What we’ll cover:

• The state of the banking industry today, with potential salaries and job outlook
• The correct resume structure and how to choose the best format
• How to write a resume profile that makes you stand out from the job-hunting crowd
• How to present your employment history, education and skills to get employers’ attention
• Resume layout and design tips for looking the part of a professional

What does a banker do?

The word “banker” is used to describe a range of business and financial occupations that are discussed here. To define the word broadly, bankers are responsible for storing and managing other people’s money, making banking services available to them, and using their money to generate income for the bank through investments and interest on loans.

Compared to its beginnings, banking today is incredibly complex, having been revolutionized by the digital era. Today we buy and sell online, pay bills electronically, and invest in stock, bonds, CDs and even cryptocurrencies. Loans are usually essential to buy a home, finance an education or purchase a car, and the use of credit cards to make purchases is widespread, even for expenses we can cover with cash. 

Bankers help individuals and businesses navigate the complexities of the modern financial world. Job seekers in these fields have lots of options, and lots of competition. The best starting point is an outstanding resume that makes you look better than other candidates. 

Not everyone agrees on what a “banker” actually is. Here are some of the major breakdowns in the sector of banking and financial services:

• Personal and retail bankers: Bank branches need tellers to assist customers with routine transactions like cashing checks or withdrawing, depositing or transferring money. Personal bankers also assist with opening savings or checking accounts, advising clients on moving money into higher-yield investment accounts, and processing loan applications.
• Commercial bankers assist business and institutional clients with financing, cash flow and liquidity issues. Loan officers are tasked with determining whether potential borrowers are creditworthy based on their business models and the value of the collateral they put up.
• Investment bankers assist larger businesses with raising capital from investors, assessing their debt load, complying with government regulations and in some cases restructuring, initial public offerings, and mergers and acquisitions.
• Merchant bankers, like private equity companies, use their own capital to invest directly in promising companies in consideration of a substantial share of the profits of companies that succeed.

The U.S. Bureau of Labor Statistics (BLS) lists personal financial advisers , management analysts and financial analysts as the top 3 paid specializations in the banking/financial sector as of 2021, earning $94,170, $93,000 and $$81,410 a year, respectively. However, the rest of financial service jobs also have above average pay rates, ranging from $56,700 to $79,940. So clearly, this is an excellent field to be in regardless of your focus.

U.S. employment in business and financial careers is expected to grow by 8% from 2020 to 2030, adding some 750,800 jobs, according to the BLS. In all U.S. business and financial occupations, the median yearly salary in May 2021 was $76,570. According to Payscale , the average annual salary for all bankers is $72,000.

How to write a banker resume

All resumes, regardless of occupation, contain these components, confined to a single page.

• Employment history section
• Education section
• Skills section

We’ll be taking a closer look shortly at each resume section and how to optimize its impact.

Choosing the best resume format for bankers

The most commonly used chronological resume format is recommended for bankers, or anyone whose career path has followed a series of employee positions. It’s the format that recruiters prefer too, for being easy to review. It’s the most straightforward way to organize your job history highlights in bullet points below employer headings, dated in reverse chronological order. 

Other resume formats may be suitable for job seekers wanting to emphasize specialized or transferable skills rather than employers. A functional resume, or the more versatile hybrid (combination) format, is sometimes preferred for those who have worked independently as a consultant or wish to do so.

Now, let’s discuss how to optimize the impact of your banker resume in each section, one at a time.

Resume header

Don’t overlook the importance of a distinctive resume header design — ideally the same as your cover letter so they look like a matching pair. 

The header sets your job application apart from everyone else’s, like your own visual brand. It draws the reader’s eyes to the place on the page where your name, occupation and contact information are prominently displayed. This will be easier for duly impressed recruiters to come back to when they’re ready to get in touch with you for an interview. And the white space offsetting your resume header makes the page much more inviting to read.

Banker resume profile example: Your ‘elevator pitch’

You’re probably familiar with the term “elevator pitch.” You get in an elevator with someone you want to influence and you have to do so before that person gets off. Brief but persuasive, and no words wasted — that’s also the idea of a resume profile, sometimes known as a summary . 

This is your first, best opportunity to tell potential employers about your aptitudes and interests. While resumes are dominated by lists of past jobs, schools and skills, the profile section allows you to use your own words to do some modest boasting. It should project confidence, competence and professionalism. 

Also, remember that a resume is not a one-size-fits-all document; the wording should be tailored to each prospective employer’s wants and needs. And while there’s limited room for flexibility in your employment or education history, there’s more wiggle room in the profile. If you’re a specialist in bitcoin but this is irrelevant to the job you’re seeking, it may better not to mention this and instead stress something that the employer actually is seeking. 

Remember too that errors in spelling, grammar or punctuation are a total deal-killer. In fact, hiring managers cite bad English as the No. 1 reason resumes are rejected (see below). If English is not your strength, find an expert editor to review your work before you torpedo your own chances. 

In a 2018 Harris Poll conducted for CareerBuilder.com, 75% of 1,138 hiring managers surveyed said they had caught an obvious lie on a resume. These were the other most common reasons cited by employers for hitting “delete” on a resume submission: 

• Typos or bad grammar: 77%
• Unprofessional email address: 35%
• Resume without quantifiable results: 34%
• Resume with long paragraphs of text: 25%
• Resume is generic, not customized to company: 18%
• Resume is more than two pages: 17%
• No cover letter with resume: 10%

Many employers use an electronic applicant tracking system (ATS) to filter resumes according to job skills they are seeking. If those job skills — often keywords — are missing from your resume, it may be flagged as not worth the attention of a reviewer. That means no human being at the company you’re targeting will even read it. 

This innovation has given rise to the practice of “resume optimization ,” in which resumes and CVs are tailored to the needs and wants of employers. ATS technology creates promise as well as peril, because resumes that do meet the tests of the ATS will be greenlighted for review.

The best way to deal with the ATS issue is to scour your target’s job listing or other relevant language from its website to determine what job skills and qualities the employer is actually seeking. Of course, you have to tell the truth and not claim you have skills that you don’t. But as a very simple example, if a job listing says applicants must be adept in Microsoft Office, including Word, Excel and PowerPoint — and it just so happens that you are — then it would be a mistake not to mention this in the skills section of your resume.

Below is a banker resume sample profile you can modify for your own situation.

Experienced Personal Banker with strong mathematical skills and a devotion to customer service. Highly adept in banking transactions, bringing forth a proven track record of client satisfaction. Knowledgeable about credit and loan processes, and committed to continually enhancing my skills and banking expertise. A strong team member with the ability to work independently, as well as within a division. 

Employment history sample: About that ‘experience’ question

Anyone who has ever applied for a job knows the magical value of the word “experience.” Unless you’re volunteering for the first mission to Mars, you’ll probably be asked if you’ve done this before. If you have a strong employment history in banking, milk it. List your employers in reverse order and under each one, describe what you accomplished at each using strong action verbs .

Reverse chronological order is “best by test” for both work experience and education — meaning you list your last job first, and ditto for the schools you attended. Hopefully this will put your most impressive achievements first. It’s also what employers expect, and even if you want your resume to surprise them, breaking this rule is not the way to do it.

In describing your role at each job, avoid saying “Was responsible for,” “Was assigned to” or similar terms. Instead, tell us what you actually did, being as specific as possible. If your job history is less than impressive because you just graduated from college, highlight any relevant internships or volunteer work. 

And if a job outside of banking gave you experience that may be useful in banking, be creative in describing how. For example: 

• Worked in the financial department of a major logistical corporation, dealing with issues of credit, financial planning, management and budgeting.

Below is an example of how to write bullet points in the employment history section.

Banker, PNC Bank, Boston  June 2010 - August 2019 

• Worked to deliver the highest level of client service possible.
• Effectively managed client portfolios and offered advice regarding investments.
• Performed risk assessments and studied market trends.
• Reviewed credit applications, and processed them according to best practices.
• Adhered to bank policies and facilitated safe and protected transactions.
• Trained and supported new team members.

Banker, Wells Fargo & Company, Boston  September 2007 - May 2010 

• Worked as a dedicated team member of the Wells Fargo team.
• Reviewed and processed individual loan and credit applications.
• Provided clients with new product and program information.
• Handled cash transactions.
• Offered clients guidance regarding savings programs.

Bullet points are very popular in resumes, and in general they’re a great idea. But what if you have so many that they take up too much space and push you over your one-page limit? Lots of accomplishments is not a bad problem to have, and there’s no rule against condensing two points into one if it saves vertical space that you need elsewhere. For example: 

• Managed biweekly payroll, audited all company books

Banker resume education example: Learning before doing

Banking careers generally require a bachelor’s degree, though a master’s degree in a relevant field like business, finance, economics or accounting can give you a big leg up, and is often required for the more competitive jobs. Present your education history in reverse chronological order, just like your employment history, citing the more advanced level first. If appropriate, you can also cite an impressive GPA , membership in an academic honors society or other academic distinctions.

These are among the best college degrees preparatory to a career in banking, according to bankersbyday.com :

• Master of Business Administration
• Financial Engineering
• Physics/Engineering/Mathematics/Statistics
• Computer Science/Information Technology
• International Business
• Corporate/Business Law

Advanced certifications in the field are also available and may increase your chances of employment and/or promotion. To earn these certifications, candidates must attend courses in specialized fields and pass professional exams. A more competitive resume or CV and a higher salary can be the reward for this extra work. 

These are the seven most useful certifications in the banking industry, according to the Corporate Finance Institute:

• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP)
• Financial Risk Manager (FRM)
• Chartered Alternative Investment Analyst (CAIA)
• Certified Public Accountant (CPA)
• Certified Management Accountant (CMA)
• Chartered Mutual Fund Counsellor (CMFC)

Here’s an example of how to list your education credentials in a banker’s resume.

Bachelor of Economics, St. Joseph's University, Villanova  August 2002 - May 2006 

High School Diploma, Norwell High School, Norwell  September 1998 - May 2002

CV skills example: Why you shine

Every CV should include a brief section highlighting the job applicant's skills that are essential to the job. These may include technical skills (in accounting, auditing or relevant software applications, for example). And they should often include soft skills (i.e., people skills) in areas like communication, teamwork and customer service. 

The skills section is also an excellent place to mention any relevant qualification that went unmentioned in your profile, job story or education. One way to start compiling your skills list is to brainstorm a master list of everything you’re good at, even if you don’t think it’s relevant at first. Make a list that’s too long. Then take a hard look at your list and pare it down to what your target is actually looking for. Remember also that your resume should be individually tailored for different employers, hitting the points that are important to them (and passing their ATS tests). The skills section is a good place to make sure this happens.

Here are some of the top skills sought by retail banking, insurance and actuarial employers, according to targetsjob.co.uk:

• Communication skills
• Problem solving
• Customer service
• Numeracy skills
• Organization and time management
• Leadership and team management

This list of some relevant skills comes from our banker resume example.

• Financial Planning
• Customer Service Skills
• Risk Assessment Skills
• Market Knowledge
• Knowledge of Banking Software
• Problem Solving Skills

Resume layout and design: No gimmicks

Banking is one the world’s most conservative industries, as reflected by the standards of dress and grooming. Your resume should also be clean, professional and free of gimmicks or excessive decoration. A one-page resume is ideal, allowing hiring managers to quickly review your essential qualifications and skills. 

And it should be free of any bugs that can be introduced by non-PDF formats, which may look fine on your screen but look totally different on the hiring managers’ computer. The ATS technology mentioned above also screens for these and can lead to automatic rejection. Look through the collection of ready-made templates at resume.io, find one that appeals to your tastes, and use it to fill in your personal information. These resumes are designed by experts and have been tested time and again in the field. Take a specific look at the simple and professional templates — the timeless classics or streamlined designs. All you have to worry about is the content. We took care of the design for you.

Key takeaways for a banker resume

• Banking today is a field that is constantly being reshaped by new technologies and changes in how we spend, borrow and lend. Job candidates in this changing field must find ways to stand out from the competition, and the starting place is a superior resume.
• A resume is a dynamic document that should be tailored to each prospective employer, hitting the notes that each employer is seeking.
• This is especially important in the more flexible profile and skills section of your resume, where you must put your best foot forward in your own words in a way that makes clear why you’re the right candidate for this job.
• Resumes must pass the tests of ATS technology that weeds out CVs that don’t highlight the required job skills, or that contain buggy formats.

Beautiful ready-to-use resume templates

Banking Resume Examples and Templates for 2024

Banking Resume Templates and Examples (Downloadable)

How to write a banking resume, how to pick the best banking resume template, banking text-only resume templates and examples, frequently asked questions: banking resume examples and advice, check out related examples.

• Banking Center Manager
• Associate Investment Banker

This guide provides expert tips for creating a results-driven resume that emphasizes the best aspects of your banking experience.

Key takeaways: 

• Use bullet points to showcase your work highlights. Start each bullet point with a strong verb like “Created” or “Enhanced.”
• Spell out the results of your past work as a banking professional, and describe how your efforts helped customers or the wider organization.
• Show your skills relevant to a banking role, such as customer service, financial analysis, or portfolio management.

Using a template can help you write an effective banking resume. Your banking resume should usually include these sections:

• Contact information
• Professional experience
• Education and certifications

1. Share your contact information

Give your full name, phone number, email address, location, and links to any online professional profiles. Ensure your contact information is current so employers can reach you for an interview.

Your Name (123) 456-7890 [email protected] City, State Abbreviation Zip Code LinkedIn Profile

2. Create a profile by summarizing your banking qualifications

Impress hiring managers at the top of your resume by giving the three to five primary reasons you excel in banking.

Banking center manager with a strong background in financial management, customer service, and risk management. Demonstrated success overseeing daily operations, improving customer satisfaction, and leading top-caliber teams.

3. Create a powerful list of your banking experience

View the experience section as a chance to give detailed examples of your work and success as a banker or in other banking roles.

Banking Center Manager, ABC Finance Inc., Boston, MA | January 2019 to present

• Train, supervise, and evaluate a 15-member team, ensuring adherence to the bank’s policies and procedures
• Streamlined daily reporting procedures, increasing efficiency by 15%
• Resolved various customer issues, decreasing complaints by 30% within the first year

Resume writer’s tip: Quantify your experience

Avoid bland job descriptions by using relevant performance data and metrics to show the results you’ve achieved as a banking professional. Hard numbers put your work in context and give recruiters a better sense of your scope and impact.

• “Analyzed and modeled over 30 investment opportunities, resulting in 10 successful deals”
• “Analyzed investment opportunities”

Resume writer’s tip: Tailor your resume for each application

Most finance organizations rely on some form of applicant tracking system (ATS) to identify qualified candidates for job openings. To get your resume through the initial screening and into the hiring manager’s hands, incorporate keywords from the job posting directly into your profile, professional experience, and skills section.

What if you don’t have experience?

Writing a resume can be hard if you don’t have real-world experience. But you still have valuable skills and knowledge from your education and training. Showcase any relevant coursework you’ve done or certifications you’ve earned. Also, consider including volunteer work or internships you’ve completed in your field, and emphasize your work ethic and willingness to learn. By highlighting these qualities, you can show how you’d be an asset to any team.

4. List any education and certifications relevant to banking

With the education and certifications sections, you can show you have a strong knowledge base in your field. Cite any credentials you’ve earned that speak to your abilities as a banker or banking professional. Following are templates to help you organize this information on your resume (note: years are optional).

[Degree Name], [School Name], [City, State Abbreviation] | [Graduation Year]

Master of Business Administration (MBA), Concentration in Finance, Harvard Business School, Boston, MA

Certifications

[Certification Name], [Awarding Organization] | [Completion Year]

• Certified Financial Services Auditor (CFSA), Institute of Internal Auditors

5. List key skills and proficiencies for banking

A separate skills section lets you quickly display the different ways you can add value to a bank or financial services company. Below, you’ll find some key banking-related terms and skills to consider for this section:

Resume writer’s tip: Use specific action verbs

One of the best ways to enhance your resume is by starting each bullet point with a strong action verb. Dynamic verbs help you keep the hiring manager’s attention and show the varied nature of your experience. The following list can help you find a good mix of action verbs for your banking resume:

A resume is a simple tool for professional communication and should be formatted accordingly. Choose a clear and straightforward template, and avoid any template with elaborate graphics or various colors and font styles. Simple resume design helps a hiring manager scan for relevant information. It also helps you tailor the document to each job application and make updates to your work history going forward.

Allison Rosenberg Detroit, MI 12345 | (123) 456-7890 | [email protected] | LinkedIn

Banker with strong experience assessing risk and managing portfolios. Use consultative sales methods to build positive long-term relationships with clients. Credentials include Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP).

• Business development
• Consultative sales
• Customer service
• Financial analysis
• Investment strategy
• Portfolio management
• Risk assessment and management
• Strategic planning

Master of Business Administration, Concentration in Finance, Harvard Business School, Boston, MA

Bachelor of Science in Finance, University of Pennsylvania – The Wharton School, Philadelphia, PA

Professional Experience

Senior Banker, XYZ Financial Services, Philadelphia, PA | June 2018 to present

• Manage a diverse portfolio of high-net-worth clients, consistently exceeding financial targets by over 15%
• Conduct detailed risk assessments for various financial decisions, reducing potential losses by 20%
• Foster and maintain strong client relationships, increasing retention by 30%

Associate Banker, LMN Bank, Boston, MA | May 2015 to June 2018

• Directed a portfolio of clients, providing financial advice and making investment decisions that increased portfolio value by 25%
• Assessed financial risks associated with each client account, reducing potential losses by 18%
• Built strong client relationships, increasing client satisfaction by 20%

Professional Development

• Chartered Financial Analyst (CFA), CFA Institute
• Certified Financial Planner (CFP), Certified Financial Planner Board of Standards
• Financial Risk Manager (FRM), Global Association of Risk Professionals

Why this banking resume example is strong: 

This resume excels with a prominent skills section that shows Allison’s different ways of adding value to an organization.

Amar Singh Miami, FL 12345 | (123) 456-7890 | [email protected] | LinkedIn

• Customer service and retention
• Financial management
• Process streamlining
• Risk management and mitigation
• Team leadership

Master of Business Administration (MBA), Harvard Business School, Boston, MA

Assistant Banking Center Manager, LMN Bank, Philadelphia, PA | June 2015 to December 2018

• Helped streamline daily operations of the banking center, improving productivity by 12%
• Co-developed service strategies that increased customer satisfaction ratings by 20%
• Trained and motivated a team of 10, fostering a high-performance work environment
• Certified Anti-Money Laundering Specialist (CAMS), Association of Certified Anti-Money Laundering Specialists
• Certified Trust and Financial Advisor (CTFA), American Bankers Association

Why this banking resume example is strong:

This resume has impressive data on customer service improvement, showing how Amar helped build and maintain effective banking centers.

Yaling Zhang Seattle, WA 12345 | (123) 456-7890 | [email protected] | LinkedIn

Skilled associate investment banker with extensive experience in financial analysis and deal execution at Ernst & Young and PricewaterhouseCoopers. Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certified Financial Planner (CFP).

• Client service and retention
• Data gathering and analysis
• Deal closures
• Financial modeling
• Risk management

Master of Finance, London School of Economics, London, U.K.

Bachelor of Economics, University of California, Berkeley, CA

Senior Associate, Investment Banking, Ernst & Young (EY), Boston, MA | June 2018 to present

• Led a team of junior associates to analyze and model over 50 investment opportunities, resulting in 20 successful deals
• Restored positive relationships with key clients, increasing retention by 30%
• Played a key role in deal execution, helping increase closures by 25%

Associate, Investment Banking, PricewaterhouseCoopers (PwC), London, U.K. | August 2016 to May 2018

• Analyzed and modeled over 30 investment opportunities, resulting in 10 successful deals
• Helped execute each deal by preparing pitch books, conducting due diligence, negotiating terms, and closing transactions

This resume uses dynamic verbs like “restored” and “led” to express how Yaling has been an active contributor at each past employer.

First, look closely at the job post text and words that are repeated or emphasized. Compare these highlighted phrases to the language you’re using in your resume, particularly the profile and key skills sections. Then, seek ways to align your resume language with the job posting while not copying phrases or misstating your background.

For example, if the firm seeks someone collaborative, describe that aspect of your experience in your profile. Or say the company has many non-English speaking customers. Display your foreign language skills both in your profile and as a separate section farther down the document. With adjustments like these, you can make your resume more relevant to each opportunity.

The combination or hybrid format, which merges a functional resume's profile section with a chronological resume's experience section. Most modern resumes (including the three on this page) follow this format because it gives hiring managers the clearest view of an applicant's strengths and work history.

Include a cover letter with your resume

A good cover letter enhances most job applications. To write a standout letter, get specific. Tell the hiring manager why you’re interested in their organization and the specific banking role they hope to fill.

Accountant Resume Examples and Templates

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Executive Resume Writer and Career Coach

Andrew Stoner is an executive career coach and resume writer with 17 years of experience as a hiring manager and operations leader at two Fortune 500 Financial Services companies, and as the career services director at two major university business schools.

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Free Professional Banking Resume Template with Formal Look for your next job opportunity. Whether in operations or as a teller, accountant, this cv template is perfect for applying at the banking sector.

Available in multiple file format (PSD, Indesign, Illustrator, MS Publisher, MS Word and Apple Pages ) file format, it is easy to use and customize, so you can quickly tailor-make your resume for any jobs opportunity.

Many thanks to Template.net for providing us with this awesome free resume template.

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Banking Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the banking job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

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• Participation in such activities as task forces, recruiting and training is an important way for Analysts to broaden their exposure throughout the Firm and make a meaningful contribution to the Barclays franchise
• Performance counseling, including making and recommending disciplinary action decisions
• Should strive to make a positive impact on the people around him or her by being a team player and an effective project manager, consistent with Barclays emphasis on a cooperative and supportive work environment. Take ownership of projects to drive a process forward, and also seek counsel from others
• Act as controls ambassador within the business, providing training and insight across the different business lines
• Preparing and presenting briefings to senior management on key risk issues
• Manage, guide and coach development of client proposals/presentation
• Execute equity capital fund raises, including preparing prospectuses and investor presentations; lead sell-side and buy-side M&A transactions
• Management of the Group Credit Control Mailboxes ensuring all requests are responded to with our agreed SLA of 3 working days
• Provide ad hoc reporting and analysis for Credit Control Management & the Retail business
• Ensure customer receives correspondence/acknowledgement to their written query within 5 working days
• Manage the uncashed cheque refund process and stop cheque requests
• Ensure the Un-Reconciled Credit Report is worked and commented on to comply with SOX controls
• Provide training and support to any new members of staff
• Process all month end bad debt write offs and reporting values to the relevant Branch Directors, RMD’s and IBA Management
• Defining and developing strategies and objectives to increase leadership capabilities of Canadian Banking emerging leaders
• Managing the business/budgeting process for programs relating to Leadership Development for emerging leaders
• Management reporting (quarterly and year-end) of all human resources-related metrics for Canadian Banking
• Ongoing intelligence, industry best practices and trends relating to human resources-related metrics
• Working closely with the senior RMs to manage an objective process for leadership appointments, including presentations to the Human Capital Committee
• Building networks and strategic relationships with external vendors and partners in the development and execution of leadership programming
• Proactively build and strengthen leadership capabilities with the Senior Vice President, Canadian Banking and Vice President, Leadership by
• Quantitatively oriented with strong intuition and ability to make judgments based on incomplete data
• Excellent communication skills for written, graphical and verbal presentation
• Broad knowledge of financial products across derivatives, interest rates, foreign exchange, and credit instruments
• In-depth knowledge of traditional banking products such as mortgage lending, corporate lending and deposit funding
• Ability to synthesize complex problems and conceptualize appropriate solutions
• Proactive with the ability to work as both part of a close-knit team and independently
• Advanced MS based software knowledge particularly Powerpoint and EXCEL
• At least five years of work experience in financial risk management or funding/liquidity management; bank treasury experience
• Implementation-oriented – a desire to take ideas and solutions and make them a reality
• Presentation skills

13 Banking resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, vp, inv banking resume examples & samples.

• Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions
• Conveys a genuine interest in and understanding of the client's business and industry and provides both broad and specific information and suggestions for improving the business
• Ensures that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources
• Quarterbacks new initiatives as requested by Senior Management
• Supports and generates business development and client service activities
• Originates new corporate finance ideas for clients and potential clients; develops a niche within the broader SBU
• Produces factual and accurate information for presentation to clients
• Executes M&A and financing transactions, financial modeling, industry and comparable company analysis
• Trains and mentors analysts and associates performance potential
• Advanced concepts, principles and practices of Investment Banking
• Advanced concepts, practices and procedures of Tax and Accounting
• Establishing departmental objectives
• Problem solving skills and the ability to think independently sufficient to market ideas
• Defining high standards of quality and evaluate products, services, and own performance against those standards
• Communicate effectively, both orally and in writing, with all organizational levels, including senior management
• Plan, assign, monitor, review, evaluate and lead the work of others
• Identify training needs and develop subordinates
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions
• Identify required tasks, develop timelines and execute
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
• Master Degree in Business Administration (MBA) or related field and a minimum of four (4) years of experience in the financial services industry. Energy capital markets and advisory experience at an active investment bank MBA completion of first year as a VP or recently promoted to VP highly preferred

Banking Product Control Manager Resume Examples & Samples

• Management and endto end ownership of the monthly financial and MIS close process as it relatesto Deposit and Credit products offered through GWM. This includesdeveloping the current month revenue forecast, overseeing the timely reportingof all monthly financial information, monitoring activity and providingmanagement with regular updates on monthly performance and results
• Manage and develop2 headcount responsible for the monthly production of MIS reporting associatedwith GWM banking products
• Report and explainvariances from Outlook as actual results become available
• Continuallyevaluate and enhance the control framework
• Collaborates withmultiple finance departments throughout the Firm to support and accuratelycapture the economics surrounding our various deposit products
• Continually monitorand assess department deliverables to develop and implement more efficientprocedures, while maintaining a high level of accuracy
• Consistently lookto standardize best practices across LOBs through proactive communication andprocess re-engineering
• Assist inresponding to inquiries from CFO teams as well as management regardingfinancial results and various ad hoc requests
• 5 - 10 yearsAccounting and Finance experience
• Management abilityto lead and develop staff while providing oversight and assuring accuracy
• Excellentanalytical skills and knowledge of finance and accounting concepts
• Extensive Excel andAccess knowledge; working knowledge of Essbase a plus
• Superiorcommunication and interpersonal skills
• Detail-oriented,organized, and has ability to multi-task and shift priorities quickly
• Must be able towork in a team environment while maintaining control with limited supervision
• Highly motivatedand able to thrive and think clearly under pressure and tight deadlines
• Team player with apositive attitude and a focus on business issues

Field Services Banking & Lending Engagement Director Resume Examples & Samples

• Provide leadership and coordination in implementing Banking and Lending programs for Support Staff
• Administer CSA B&L Coach Program
• Serve as subject matter expert for Field Services Team on all banking and lending products and services
• Create new and innovative programs to drive adoption
• Build strong relationships with Private Banking and the field
• Develop and closely monitor metrics to identify opportunities to increase Banking and Lending penetration
• Bachelor’s degree required or equivalent education and experience. Advanced degree preferred
• Previous industry experience
• Previous project management skills
• Ability to communicate complex ideas to a wide range of stakeholders
• Ability to organize and prioritize work, execute an assignment from conception through completion and meet aggressive deadlines
• Proven ability to partner across groups, negotiate between competing needs and build consensus
• Ability to synthesize data, identify issues and trends, evaluate alternatives and recommend comprehensive solutions that drive desired change
• Evidence of strong leadership capabilities
• Project management experience required
• Ability to interact with National, Divisional, Regional and Complex Management teams, as well as all levels of Firm management

Sec Processing Rep-electronic Banking Resume Examples & Samples

• Timely and accurate processing of all new or change entitlement requests
• Ordering SafeWord cards
• Effective follow-up of outstanding items
• Working closely with the Securities Implementation team, Sales & Relationship Management and Coverage teams to ensure client needs are understood and met
• Producing metrics for performance measurement
• Maintenance of centralised records to ensure all requests are completed
• Involvement in the department RCSA self-assessment process by performing sample testing as required
• Adhering to all audit/compliance and information security requirements and all mandatory training requests
• Assisting the Electronic Banking Support team to resolve entitlement queries
• Maintaining general filing systems
• Have the necessary initiative and drive to work alone
• Effective time and project management is essential to ensure deadlines are met and optimum use of time and resources from both Citi and client perspective is achieved
• University degree (BA, B.Sc., MBA) in Business majoring in Finance, Accounting or another financial-related program
• Highly proficient with Microsoft Office products (Excel andWord)

Rainbow Lead-digital Smart Banking Resume Examples & Samples

• Extensive expertise with regard to front-end sales process with ability to establish customer / user - centric experience that aligns with business objectives
• Expert in Citi smart banking digital strategy and in the digital smart banking industry landscape
• Preferably has extensive background in Citi branch methodologies and processes, and exposure to various front-end applications
• Proactively recognizes inter-dependencies across teams and drive toward streamlined and unified user experience
• Ability to identify appropriate customer and banker experience, aligning customer and banker experience with program needs, and establishing the appropriate sales process

Director, Banking Resume Examples & Samples

• A BS degree in Accounting, Finance, Operations Management, Computer Science or equivalent; a Master’s degree is preferred
• 10+ years of experience working within the banking industry focusing on processes, systems and technology
• Must have led a relevant consulting group or practice in the local market in the past 3 years
• Strong business development and an active professional network of contacts in the local market
• Membership and visibility in relevant professional organizations
• Publication in designated area – this is ideal, not required
• Strong project management methodology background, including schedule, scope, issue and risk management experience, change management, strategic planning and analysis
• Industry designated certifications is a plus
• Excellent organizational, verbal and written communication skills
• Ability to travel a minimum of 30%+ is required
• Ordering safeword cards
• Working closely with the Securities Implementation team, Sales & Relationship management and Coverage team to ensure client needs are understood and met
• Maintenance of centralized records to ensure all requests are completed
• Assisting the electronic banking Support team to resolve entitlement queries
• Experience/knowledge of electronic banking would be useful but not critical
• Securities business knowledge in settlements/processing and corporate actions
• Some technical knowledge or experience with internet browsers and settings is useful
• Experience of project management
• Good, proven team player
• High level of professionalism
• Should be confident in dealing internal Citi parties at all levels, therefore needs strong interpersonal and communications skills
• Must be presentable both in person and have a good telephone manner
• High degree of proficiency in MS Outlook, Word, PowerPoint and Excel
• Competence in web-based tools
• Must be able to prioritize tasks and work in what can be a pressurized environment
• Good time management
• Ability to work unsupervised or on own initiative
• Reliable, thorough, flexible and responsible

Director, Banking Group Digital Channels Resume Examples & Samples

• Deliver and run all non-transformative aspects (e.g., parity or tactical enhancements) of the digital channels to deliver the desired customer experience, meet the expectations of the Banking Group leadership team and drive digital adoption and usage
• Analyze usage metrics and customer feedback to identify key secure channel projects / initiatives that will drive the most business value
• Manage the user experience of the customers using the digital secure site; ensure that a customer focused design approach is adopted to exceed customer needs
• Understand trends in the market for user experience for the designated Banking Group and recommend specific changes for enterprise consideration
• Graduate degree or equivalent
• Minimum of 10 years Management experience within the financial sector, or similar industry
• Extensive knowledge of Personal, Commercial Banking
• Extensive knowledge of all Distribution Channels
• Extensive knowledge of technology platforms and architecture
• Strategy Development, Management and Integration
• Extensive knowledge of Digital Marketing
• In-depth analytical thinking
• Expert business acumen
• Expert program management
• In-depth change leadership skills
• In-depth influence skills
• In-depth managerial leadership skills
• Expert organizational understanding
• In-depth strategic thinking

Premier Banking Market Manager Resume Examples & Samples

• (40%) Develop and execute a joint business plan with FA Manager in order to drive activity, sales, referral, balance and revenue growth. Key areas of focus include: targeted existing customer and external prospecting programs, managing to weekly appointment goals with a key focus on joint appointments, managing and coaching to “Team Selling” process, banker pipeline management, utilizing Salesforce.com to monitor CRM activities, and overall responsibility for performance results. Contribute personally to the Bank’s business objectives through direct market intervention by way of joint sales calls, establishing a personal referral network and a variety of business development activities. Risk Management: Ensure effective controls, monitoring, and reporting procedures are in place to ensure risk to the bank is mitigated. Ensure adherence and compliance to the bank’s policies and procedures related to internal governance and regulations, particularly those established by state and federal law
• (35%) Develop and execute a joint sales management and coaching plan in order to effectively manage and raise the performance of the Premier Services teams (Premier Banker/FA). Deliver sales coaching in Premier team meetings, one-on-one activities, branch sales meetings, and Premier Banker/FA meetings on established, regular basis. Participate in Regional Management meetings
• (15%) Lead recruiting and hiring efforts in order to identify and develop new talent. Source candidates, interview, and make selection decisions for Premier Bankers. Ongoing mentoring of new and potential talent. Assist in the selection process for the Premier FA teams
• (10%) Conduct ongoing market analysis in order to create optimal branch coverage strategy
• 3,500-5,000 Premier Services Clients
• 8-9 years of related professional experience
• 1-3 years of managerial experience
• History of successful sales and sales management results in financial services industry
• Exceptional team building skills
• Strong interpersonal, communication and negotiating skills referred MBA or professional designation, (ie CFP)
• Expert in client management, sales, and coaching
• Ability to take direction, prioritize and negotiate time with direct manager, FA Manager, and key business partners
• Outstanding leadership and organizational skills

Regional Director, Banking Resume Examples & Samples

• 10 years experience in the financial services industry
• Expert knowledge of the Banking discipline
• Very good knowledge of Trust and Investment disciplines
• Recognized as an expert in Banking in the Private Bank and in the industry
• Extensive knowledge and technical proficiency related to banking strategies, issues and trends
• Significant technical expertise in the areas of banking products and services
• Broad perspective of economics and financial markets
• Highly developed and proven coaching and communication skills
• Seek and seize opportunities, take appropriate risks willingly after prudent analysis
• Flexible and empathetic, able to work effectively in a variety of situations
• Ability to provide overall leadership in a management environment with many connections
• Strong ability to identify complex problems and review related information to develop and evaluate options and implement solutions
• Ability to utilize and communicate in-depth knowledge of overall banking products, services, organization and interrelationships

Warm Springs Banking Center Resume Examples & Samples

• Building customer loyalty; establishing customer relationships through courtesy and friendliness, including addressing each customer by name
• Contributing to a positive team environment in the banking center through teamwork, team spirit and coachingQualifications
• Pass teller pre-employment assessment

Banking Ops Specialist Resume Examples & Samples

• Ensure smooth team operation during absences of team leader
• Maintaining high quality data regarding the incidents, lessons learned
• Continuously act as Contact for Manager, reporting occurrences and presenting your own opinion
• Bachelor’s/master’s degree (university degree in Finance or Economics will be an asset)
• Basic knowledge about payments processing will be an asset
• Capability of touch typing (10-finger typing system as an asset)
• Fluent English or German (written and spoken)
• Strong ability to work as a team player
• Very good communications skills and ability to work independently, reliably and precisely
• Ability to work under time pressure
• Experience in an international company will be an asset
• Willingness to execute repetitive tasks

Cib-banking Resume Examples & Samples

• Being a (i) key product contact for Corporate Bankers and Credit and (ii) subject matter expert for all aspects of traditional bilateral lending and participations in syndicated or club loan facilities where JPMorgan does not take an underwriter or book-runner role
• Be a key advisor for structuring non-standard transactions, and helping bankers / clients / credit overcome challenges
• Provide end-to-end oversight of controls across the loan product business, and work closely with Corporate Bankers and key functional partners to promote lending and identify efficiencies/resolve bottlenecks from a product scope, operational and policy perspective
• Review the balance sheet and P&L and support their planning; review cross-sell for the business at an aggregate level and ensure continual improvements/rationale is clear
• Lead new lending product development, including acting as product lead for lending business requirements and NBIAs in priority country builds, and partnering with Corporate Bankers to develop new products and processes
• Ensuring funding, capital, regulatory, legal entity and pricing elements are appropriately addressed for loan product delivery
• Partnering with internal legal to produce market standard documentation and defining the approach for exception approvals
• Acting as lending product lead in business case preparation for new country builds, including liaison with key partner areas
• Promoting risk appetite and approach within the firm which is consistent with the CIB strategic objectives and our strong credit culture
• Regular communication of build, product and process status to senior management and corporate banking/credit partners
• Significant experience in a lending-related function
• First rate analytical and risk skills
• Committed and self-driven, entrepreneurial approach with strong ownership levels
• First rate project management skills and record of delivery in pressured situations
• Strong team player with excellent interpersonal and communication skills
• Current level ED with a strong track record

AVP PCM Global Banking Resume Examples & Samples

• To be recognized as a PCM specialist with an ability to display competent knowledge of relevant products and services with the jobholders area of responsibility
• To act as a lead sales representative on opportunities with key clients and/or deals
• Consistently role model the Sales Manager competencies; providing guidance and coaching to other sales managers and team members where necessary
• To achieve income for the Group by originating leads, building and maintaining relationships with new and existing clients in order to identify and sell innovative cash and clearing management solutions to a sector of HSBC's Global Banking & Markets Corporate clients
• Responsibility for pricing, reviewing and negotiating the full range of cash management services for the Global Banking & Markets Corporate clients, together with effecting any cost reduction initiatives required by the HSBC Group. The jobholder is ultimately responsible for new sales revenue and the retention and growth of existing clients and income aligned to a portfolio within the GBM Corporate Sector
• Managing multiple time sensitive tasks
• The job holder needs to constantly evaluate and understand
• Customer banking practices and trends in the market
• The financial/accounting/reconciliation and cash management systems and techniques employed
• The competitive market place
• Adapting to a fast pace work environment and continually changing lines of communication, technological advances etc. the skills of the job holder is to keep close to the customer requirements
• Operates within Payments and Cash Management (PCM) Sales, working with HSBC Group's Global Banking & Markets customers in providing and supporting the full range of payments, cash management and Trade related products and solutions. PCM is a provider of choice to clients doing business both domestically and internationally
• The role holder must have a thorough understanding of the cash management business and be able to take a long-term view of expected changes in the market place to ensure HSBC remains at the forefront
• The competitive environment is intense but where we differ and/or offer competitive advantages are
• Provision of high quality banking services to our target clients
• Strong international image amongst customers and non-customers
• HSBC aims to become a clear banking market leader for international business
• HSBC has a unique global footprint
• The jobholder is expected to meet clients and forge strong relations. To look for new opportunities, expand on the existing portfolio, increase wallet share and generally ensure the performance of the client. The role holder has to also ensure client satisfaction including identifying and dealing with actual or potential business or relationship risks
• To drive fee income and deposit revenue and PCM sales activities
• The jobholder works closely within HSBC with Global Banking & Markets Sector Relationship Managers, Product and Client Implementation/Management. External contact includes Finance Directors, Treasury Managers, Cash Managers, Operational Departments and numerous third parties
• At least 5-7 years of strong leadership and management skills and relevant experience
• At least 5-7 years of local and regional cash management and clearing services, products and techniques
• Proven Sales Record
• Relationship Management experience at multiple levels plus a proven sales record
• Proven ability in identifying and meeting customer needs through matching a broad range of products and services
• Strong credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension
• Ability to understand a customers business and the fundamentals of running a business
• Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
• Excellent time management, planning and organisation skills
• Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
• Strong analytical and selling skills
• A good understanding of the market & market trends, competitive environment and regulatory environment
• Knowledge of global cash management
• Experience of working in an International Global Banking environment
• Knowledge of Treasury Foreign Exchange
• Broad based knowledge of HSBC Group companies and product ranges
• Knowledge of day to day workings of a Corporate Treasury environment, foreign exchange and payments
• Broad knowledge of HSBC Group companies and product ranges
• Association of Corporate Treasurers International Certificate in Cash Management
• Association of the Chartered Institute of Bankers, Certified Treasury Professional or other recognised professional qualification, will be considered an asset
• Comprehensive knowledge of the HSBC Group's inter/intra clearing systems
• Bilinguallism will be considered an asset

Banking Center FSA Trainee Resume Examples & Samples

• Acquire series 7 & 66 (63 & 65 in lieu of 66) licenses within 120 days of hire
• Complete all training and readiness activities required to become an FSA
• Demonstrate strong awareness of enterprise-wide opportunities to serve our customers
• Pro-actively build relationships with key partners
• Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction
• 3 years of proven sales experience. In-depth knowledge of banking products and services and/or investment products and services
• Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions desired
• Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
• A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
• Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
• Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
• A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs
• Ability to handle ambiguity and adapt to changing circumstances
• An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client
• Excellent time management and organizational skills
• Comply with all applicable banking and investment laws,regulations, company polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction
• Beyond experience, the right personal style and attitude are critical to success in this role
• Dedicated, enthusiastic, driven and performance-oriented;possesses a strong work ethic
• An impeccable reputation for integrity and consistency;must possess sound business ethics acting in the best interest of the client
• Experience creating a comprehensive financial strategy,assessing needs, identifying, and recommending financial solutions desired
• Must be able to provide evidence of consultative communication and relationship building skills leading to client service,fulfillment and delight in previous roles
• 4 year degree desired, preferably in business related field
• 4 years of Banking Center Experience in a sales or leadership role

VP Senior Manager Internet Banking Resume Examples & Samples

• Daily internal working relationships are with
• RBWM Partners – ensure clear communication protocol in place to identify, manage, and track activity within the Internet Banking channel and quickly act to make necessary changes required against sales and service Key Performance Indicators
• RBWM Business Units – ensure controls are in place, adequate and protect the business; track and remediate issues
• Technology/Service Delivery – ensure proper communication and provide input into process changes and risk initiatives; serve as business representative for RBWM as it relates to Internet Banking activities and decisions
• Regular external working relationships with vendors that support Internet Banking
• Minimum of eight years proven and progressive Internet Banking channel or project management experience or equivalent
• Bachelor’s degree in business, finance, Technology related field or equivalent experience
• Strong problem-solving, lateral thinking, communications, project management,planning, organizational and interpersonal skills. · Extensive and current knowledge of Digital Banking Industry in US with focus on Internet banking and Internet channels preferred
• Ability to work in a team environment with a strong customer focus

Commerical Banking Independent Senior Manager Resume Examples & Samples

• Assist in the structuring of credit opportunities to ensure that risk and reward are appropriately balanced in extending credit
• Ensure that all credit extensions are in compliance with target market, collateral, documentation, legal and regulatory requirements
• Promote a strong and balanced risk management culture and demonstrate rigorous credit analysis in the underwriting and portfolio management processes
• Review adversely classified borrowers quarterly, and approve loan workout strategies and actions
• Lead execution of key projects
• Provide oversight and mentor a team of in-business credit managers to develop adequate bench strength
• Assess the implications to other Risk disciplines when approving transactions or statistical methodologies
• Lead and coordinate cross functional teams to build credit processes and undertake necessary projects
• Use available tools and portfolio management techniques to effectively identify and assess trends and risks in the portfolio
• Assess overall risk infrastructure and linkages within Citi's architecture
• Anticipate client needs (internal and external) and proactively generate ideas to deliver innovative solutions and improve Citi's competitiveness. eNsure that escalated client issues are resolved with urgency
• Build partnerships across functions/regions. Create and sustain a network of strong relationships
• Monitor portfolio performance, monitor exceptions, and recommend, where appropriate, to refocus Business strategy and credit approval workflows to be more effective and efficient in turnaround and the quality of approvals
• Sound and consistent approach to approving credit
• Expertise in or the ability to quickly develop the required skill-set in identified specialized segments like real estate, SBA, and Healthcare

VP & Regional Director, Banking, Western Resume Examples & Samples

• Minimum of 10 years experience in banking leadership roles
• Expert knowledge of private banking, including commercial credit, banking operations and mutual fund and term investment sales
• In-depth knowledge of Trust and Investment Management disciplines
• Risk Management (In-depth knowledge)
• Proven track record in developing and growing a profitable financial or related client service business
• Recognized as an expert in banking in the Private Bank and in the industry
• Extensive knowledge and technical proficiency related to Platinum Banking strategies, issues and trends
• Significant technical expertise in the areas of financial planning, banking products and services
• Broad and diverse background of the financial service industry and expert knowledge of the banking, and personal and commercial credit disciplines for the high net worth markets
• Expert skills in impacting and influencing others
• Highly developed and proven project management, coaching and communication skills
• Seek and seize opportunities, take risks willingly after prudent analysis
• Strong work ethic, work well under pressure
• Strong client relationship management skills
• Ability to resolve a magnitude of diverse, complex and ambiguous issues/situations in a creative manner
• Ability to communicate complex advice, solutions, and in-depth knowledge of technical aspects of banking in a comprehensive and practical manner
• Ability to utilize and communicate in-depth knowledge of overall Platinum Banking products, services, organization and interrelationships
• Strong conceptual thinking, good ability to take a holistic and integrative view

Public Sector Banking Client Manager Resume Examples & Samples

• Must have minimum 5 years experience in Commercial Banking
• Demonstrates deep and broad business acumen and is a business person with strong technical and credit skills (required)
• Proven track record of prospecting new business and enhancing existing relationships
• Easily navigates client and support organizations
• Able to establish and maintain collaborative partnerships across organizational boundaries
• Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems
• Knowledge of the market preferred
• Active member/participation in local community organizations and activities

Manager Cobu Correspondant Banking Resume Examples & Samples

• Advise and support the Relationship Executive / Operational Banker (RE / OB) in respect of rendering a consultative support to their portfolio of client relationships by explaining the reasons behind the importance of Know your Customer (KYC) and Anti-Money Laundering and Sanctions requirements and procedures thus ensuring that KYC and Account Opening documentation are correct right first time in terms of Regulatory, Business, Legal and Audit Requirements
• Perform the 2nd tier check and validation of customer files prepared by 1st tier (Relationship Executive (RE) and Operational Banker (OB) (also referred to as "front line") in terms of KYC process and procedure to ensure a high standard of compliance in terms of regulatory requirements as well as 3rd tier audit results by KYC Manager, e.g. 100% compliancy by Absa as determined by the Regulator
• Check and validate files prepared by front line on a trigger event as described in terms of Absa's regulatory policies and framework. This entails expert ability to decipher complex company structures and be alert for any information that could be considered suspicious and bring these to the attention of the RE / OB and the KYC Manager
• Initiate and attend team meetings with the Operational Banker between front line and middle office to identify KYC outstanding requirements and to assist in the solutioning of KYC shortcomings which renders clients noncompliant in terms of regulatory and business rules
• Handling of internal client's complaints and providing solutions, by obtaining a thorough understanding of the problem and explaining to front line staff in such a way that they understand the contribution they have to make to ensure KYC documentation is of a high quality, complete and adhere to Absa's regulatory and business rules
• Record and escalate non conformance / deviations from policy and regulatory requirements to management for remediation / corrective action. This entails the recording and maintaining of KYC statistics on a daily basis as determined by Absa's regulatory framework and business rules thus maintaining the necessary risk controls and the prevention of relationships with non-compliant customers, e.g. frontline staff adheres to the process with respect to non-compliant customers before clients are placed into lock up (clients not able to transact on their accounts)
• On closure of an account, ensure that the file is fully compliant before approval is granted to frontline to proceed with closure instructions and / or pay out of funds thus ensuring that Absa is not in breach of KYC and KAMLS regulatory requirements, e.g. Absa not running a reputational risk and the risk of monetary losses as a result of non-compliance
• Pro-actively perform file reviews in own portfolio to ensure that frontline is aware of any outstanding regulatory documentation / adherence to new business rules before annual review of customer facilities. This will ensure robust management of any regulatory and compliance risk factors
• Monitor and control of assigned pending matters, e.g. following up on diary dates set for the remediation of noncompliant customer files, etc. and escalates to the next level if not remediated within the rules of the regulatory framework
• Resolve grievances raised by team members and escalate only if required
• NQF Level 6: BCom Degree in Commerce or Legal
• Minimum 2 years working experience in a Corporate and Business Bank Environment
• Ability to negotiate and influence
• MS Office (Word, Excel, PowerPoint)
• Verbal and Written Communication
• Quality orientation
• KYC Procedure

AVP Internet Banking Resume Examples & Samples

• Minimum of five years proven and progressive Internet Banking channel or project management experience or equivalent
• Bachelor’s degree in business, finance, Technology, or related field or equivalent experience
• Strong problem-solving, lateral thinking, communications, project management,planning, organizational and interpersonal skills
• Strong and current knowledge of Digital Banking Industry in US with focus on Internet banking and Internet channels preferred
• Demonstrated experience with email campaign systems
• Strong knowledge of HSBC banking businesses and/or processes desired

Banking Resume Examples & Samples

• Manage a team of 6 – 10 TS Sales Center TMO's to provide leadership, coaching, and development across all aspects needed to achieve successful performance including partner management and customer retention
• Provides leadership and coordination for the assigned Regional Sales Center TMO team. Monitors staff performance, provides appropriate coaching,recognition and feedback
• Oversee the development of account plans for select clients
• Monitor performance and evaluate performance of team members on a frequent basis
• Build collaborative internal relationships with Portfolio Managers, Bankers, and TS Sales Center TMO's to maintain the existing portfolio
• Build collaborative internal relationships and foster partnerships with Portfolio Managers, Bankers and other internal partners
• Participate in partner meetings and communicate key Treasury Management messages in a timely and accurate manner
• Serves as the initial point of contact for escalated customer issues
• Aligns daily activities to drive strategic business objectives
• Engages in a disciplined marketing process and quality call activities
• Manages customer expectations by communicating upfront timelines and deliverables
• Partners with the client to ensure a successful implementation of Cash Management products
• Takes ownership of escalated MM TS lower segment client issues and leverages the appropriate resources to champion results
• 5 years of sales and industry experience and is a seasoned sales professional
• 3 years of sales leadership experience with a demonstrated ability to build, direct and manage an inside sales/relationship management team
• Demonstrated sales coaching abilities
• Bachelor’s Degree in Finance or related field
• Knowledge of treasury solutions and how they apply to the Government, Not-For-Profit, and Healthcare sectors

Merchant Banking Division Resume Examples & Samples

• Minimum of 7 years’ experience spanning a few initial years in Investment Banking (ideally Leveraged Finance) as well as excellent professional record
• A previous professional experience in buy-side is a plus (private credit, public credit, private equity, credit hedge fund, opportunistic/distressed fund)
• Possess a Bachelor degree or equivalent with an excellent academic record
• Entrepreneurial streak with an ability to drive an idea from start to finish
• Ideally fluent in German
• Minimum of 4 years’ experience spanning a few initial years in Investment Banking (ideally Leveraged Finance) and subsequent years spent in an investing role. Team is open to what type of investing role which could include private credit, public credit, private equity, credit hedge fund
• Possess a Bachelor degree or equivalent
• Strong quantitative, financial modelling, analytical, problem-solving skills
• Capability to work well under pressure and keen to take on responsibility
• Strong communication and interpersonal skills critical due to high level of interaction with other divisions, advisors and potential targets
• Real passion for fundamental credit investing, solid work ethic and motivation level
• Ideally fluent in Scandinavian languages

Cib F&bm Treasury Banking VP Resume Examples & Samples

• Interact and partner with senior CIB Treasury and business leadership, Controllers, Global Treasury and other related areas to obtain, understand, and analyze information in relation to balance sheet and liquidity implications for the CIB Banking line of business
• Work independently and collaboratively and establish close partnerships with key CIBT stakeholders
• Utilize knowledge of financial products, apply a deep understanding of regulatory guidelines such as Basel III, Dodd Frank Act and other regulatory proposals to determine their potential impact on the line of business
• Keep up-to-date on regulatory developments impacting CIB Treasury
• Strong analytical, creative thinking and problem solving skills. Comfortable in building models and managing large amounts of data and identifying takeaways
• Sound understanding of finance and financial markets
• Ability to work effectively with senior management
• Organized and able to execute responsibilities with limited supervision and taking ownership of tasks at hand
• Ability to work under pressure, prioritize multiple tasks and bring them to completion

Manager, Banking Resume Examples & Samples

• Client Delivery
• Communicate and report project status to client executives, including budget, risks, issues, etc
• Track consulting project budgets, create and deliver invoices, and management payment process
• Mentor and manage teams of younger consultants to be able to keep project on time as well as QA of work done by the team
• Quickly respond to client requests for immediate issues while also being able to drive projects to completion
• Analyze each client's specific request and determine the underlying problem and recommend proper solutions
• On larger engagements, be able to work with larger management teams and determine independencies between the WMP project and other initiatives
• Practice Development
• Participate actively in the recruiting process for other consultants
• Drive the development/enhancement of WMP’s methodologies and approaches to client delivery
• Coach and manage other consultants and actively participate in the performance expectation process
• Participate in business development meetings with prospective clients
• Understand business needs and requirements and help turn those goals into concrete projects and detailed proposals
• Creating work plans, pricing estimates, and risk assessments for prospects
• Attend networking events and business related social events
• BS – Accounting, Finance, Marketing, Computer Science, Engineering, MIS or equivalent
• Must have experience working external clients in a team-based professional consulting capacity
• Consulting Manager with 3-5 years of consulting experience within the banking industry; 1-3 years of experience managing projects
• Commercial Lending experience within the Banking industry is required
• Has developed and maintained a professional network of contacts in the local market
• Must have experience in developing work plans, project scopes, pricing estimates, and presentations to assist in selling work to clients
• Must have experience managing a variety of teams, including small engagements as well as large initiatives. Should have experience estimating project work and cost
• In addition to project management skills, must have a desire to participate in business development and manage client relationships
• Strong analytical, problem solving, and quality experience
• Strong communication skills to be able to work with clients and present to C-level executives
• Thoroughly and accurately understand issues and analyze the problem in a systemic fashion
• Ability to travel 50% +is required
• Must demonstrate willingness to put in the extra effort (extended work hours, participate in events outside of standard working hours) for client, company and personal success
• Experience leading transformational change initiatives, including Mergers and Acquisitions, Core Conversions, Ancillary System Implementations and Integrations

Senior Manager, Banking Resume Examples & Samples

• Facilitate and lead Client and West Monroe Resources on large scale, transformative initiatives
• Communicate and report project status to C-level executives and management, including budget, risks, issues, etc
• Report budget and finances
• Understand the underlying technologies being used on a project to be able to direct how to design, develop, test, and implement a technical development project
• Identify through marketing tactics such as mail campaigns, and phone calling programs to build prospect awareness of WMP and identify opportunities
• Actively participate in business development with prospective clients
• Drive the Sales Process of identifying and closing new opportunities with existing clients
• Actively build a professional network and affiliate network in the local community
• Identify strengths and issues; drive and develop better behavior to create strong consultants
• Coach and manage other consultants and participate active in the performance expectation process
• BS – Accounting or Finance
• Vertical expertise in Financial Services preferred
• At least 8+ total years of industry and professional services consulting experience engaging in client delivery
• Consulting experience is required
• Strong entrepreneurial spirit, having a desire to lead business development for the Midwest Practice and build a business from the ground up
• Has experience or proficiency with projects and has “been there, done that” experience
• Candidates must be eligible to work permanently in the United States without sponsorship
• Experience with Salesforce.com, Loan Origination Platform Implementation and Business Process Optimization
• Demonstrated ability to generate new business with existing clients and building long term relationships

Banking Ops Specialist Whole Loans Resume Examples & Samples

• Review of facility terms in order to determine collateral and borrowing restrictions necessary for Operational procedures
• Process funding and paydown requests which typically consist of boarding and analysis of data files from clients and liaising with the clients and the business unit in order to resolve discrepancies
• Correspond and process information from third party Custodians to insure that Credit Suisse’s interest in the underlying loans is perfected
• Settle or arrange for the settlement of, fund transfers related to fundings, paydowns, interest payments, fee payments, and related collateral activity
• Produce interest and fee invoicing for client positions
• Prepare or assist in the preparation of client margin calls
• Perform periodic servicing updates on the client positions
• Perform audit and Sarbanes Oxley tests as required
• Prepare or assist in the preparation of Daily Activity Reporting which provides P/L information to the business unit and senior management
• Prepare or assist in the preparation of client account reconciliations
• Update procedures when necessary in the Hyperknowledge system
• Other tasks as needed. The candidate will cross train within the team to provide support to other related disciplines as necessary
• Undergraduate degree required, business concentration highly preferred
• 2 years experience in the financial services industry preferred
• Prior knowledge of whole loans preferred but not required
• Experience with the PROMERIT Loan Funding system preferred but not required
• A preference for a fast-paced environment within a global investment bank, with frequent interaction with clients, traders and other functional areas within and outside the firm
• Excellent interpersonal and time management skills
• Able to problem solve quickly and work under pressure
• Excel skills and comfortable using Excel spreadsheets

UK Banking CO Ordinator Resume Examples & Samples

• The timely release of payments to employees, HMRC and third party beneficiaries calculated as payroll deductions (gym membership, savings scheme etc)
• The resolution of returned items and liaison with payroll Service Teams to correct the underlying raw data
• Monitoring requests/queries in eMail and Case Management queues
• Maintaining complete audit trails of all resolved requests/queries and closed cases
• To remain compliant at all times in respect of SOX Controls, Internal ADP Policies, External Audit bodies and the UK Regulatory bodies
• Currently there are over 2,300 UK payrolls processed via PDS
• Payments to the employees of PDS Clients paid in September 2014 amounted to £427mn/238,000 payments
• When all Payment/Funding Values are annualised the UK Banking Team is processing in excess of £16 Bn in total turnover pa
• Many Value/Volume measures recorded by the Team show growth of +25 – 30% over 2013/2014
• Prompt clearance of un reconciled items and corrective action require to avoid repeat
• Day to day operations, to include payment processing, confirmation of receipts, stops and recalls and query resolution
• Continuous improvement of controls, processes and systems
• Successful Internal/External Audit Reports with no control weaknesses identified
• Creation and Circulation KPI Reports
• Payment methods and clearing cycles (BACS/CHAPS/Cheque/FPS)
• Handling of payment rejects/returns and ARUC reporting
• Handling of AWACS notifications
• Direct Debit origination and ARUDD/ADDACS/AUDDIS reporting
• Processing deadlines and payment cut off times
• Day to day operation of eBanking systems
• Electronic interfaces between ERP and eBanking systems
• Knowledge and understanding of Accounting

Director, Transactional Banking Resume Examples & Samples

• Accountable for ensuring the delivery of world class customer service through our outsourcing partners. Through the utilisation of customer insight data, define and deliver strategies to maximise customer service
• Accountable for the promotion and the development of methodologies for continuous improvement and for ensuring alignment of the Outsourced offerings to deliver consistent customer / people experience
• Develop an operating model that has clear line of sight in Operating Costs (OpCo) Revenue and Income Delivery, manage cost to serve and individual cost initiatives in line with financial constraints, enabling Transactional Banking to manage within its own operating costs
• Significant leadership experience gained in a results driven, customer centric role at Senior Leadership / Executive / Board level in a complex, multi-site organisation
• Strong influencing skills at a senior level; demonstrable experience of having used these skills
• Strong relationship building skills and ability to work effectively as part of a team
• Ability to base themselves offshore for two consecutive weeks in every ten
• Proven track record in managing successful quality and performance initiatives and understanding Contact Centre Specialist & Management behaviours
• Experience of leading, directing and managing a senior team to develop and grow ability to ensure resources are available to deploy to meet operational requirements, with a focus on performance
• A transformational leader with a history of working with large multi-functional teams across multiple sites over a significant period
• Ability to develop interfaces and manage relationships with key internal and external stakeholders at Senior Manage/Board level, integrating operational plans with those of other units for the benefit of Barclays.Demonstrates a proven extensive track record of strong commercial and financial acumen to enable the production of business cases, management of large operational budgets, and optimisation of core business processes on a cross-functional basis
• Evaluates performance and plans continuous improvement
• Cultivates an environment where people skills, systems tools and process management contribute to a first class customer experience
• Proven track record in creating, developing and managing successful behavioural and attitudinal change initiatives and understanding change/effect product and service performance and consumer behaviour techniques
• Previous experience in developing and managing third party supplier and Outsourcing relationships
• Proven track record in sales performance delivery and a proven ability to identify performance improvements in customer handling, presentation and self and peer evaluation techniques through monitoring and coaching to success

Senior Client Manager Middle Market Banking Resume Examples & Samples

• Undergraduate degree required: Majors in business, finance or economics preferred
• 10 - 20 years experience in commercial banking
• Proven experience in new business development
• Proven ability to lead team of multiple partners, strategic thinking ability; understanding of global working capital needs and capital markets solutions
• Series 7 & 63; required after employment

Cib-latam Banking P&a-intern Resume Examples & Samples

• Active participation on the preparation of our monthly Banking Country Decks. These reports provide a Banking Financial Summary to all Country heads. It covers Franchise, product and client revenues; client metric analysis; financial trends on revenues and expenses for the Country as well as for the LOB
• Weekly GIB mandates/pipeline reports update. This is an important driver to the GIB revenue forecast presented to the product heads
• Refresh and development of GCB financial analysis: Client metrics (e.g. active clients, clients with 3+ products, segment split, client concentration, coverage revenue by product, Inbound and Outbound revenue, etc)
• Prepare the GIB summary expense analysis for all Countries in the region
• Help on the preparation of league tables. Important report to the Banking heads showing how the company is positioned compared to other competitors (GIB)
• Maintenance of Product versus Client view reconciliation for GIB
• Help / Support the team on Ad hoc analysis
• Have a strong analytical toolkit and be able to synthesize and articulate results
• Enthusiastic, highly motivated and effective under tight timeframes and pressure
• Thoroughness and attention to detail and accuracy
• BS (or in progress) in Accounting / Finance or Business Administration
• Creative self-starter with strong initiative; ability to take ownership
• Fluency in English communication; written and verbal. Portuguese and Spanish are a plus
• Strong Excel and PowerPoint skills

Head of Non Banking Fixed Income Relaationship Manager Resume Examples & Samples

• Business development, and origination towards leading non-banking financial institutions in Japan ( asset managers, broker dealers, insurance firms )
• Business and relationship management , client calls, client presentations
• Improve profitability of the desk , client coverage and team management
• Approximately 10+ years of experience within Financial Institution coverage at Global Corporate Banks
• Strong communication and presentation skills & teamwork mindset
• Knowledge of clearing business, cash management and custody. Fixed income (FX Credit , Interest Rates ) second priority
• Strong communication skills in English and Japanese
• Strong negotiation skills with stakeholders both internally and externally

Banking & Capital Markets Resume Examples & Samples

• Provide on site delivery and supervision of audit assignments
• Ensure clients receive a service which exceeds expectations
• Responsible for completing the audits from the planning stage right through to the final client meeting
• Produce high quality work, keeping within budget and timescales
• Support the junior members of staff and deliver on the job training where necessary
• There may also be the opportunity to become involved in pitches, proposals and project work

Head, Subsidiary Banking Group Resume Examples & Samples

• Review PARs involving material amounts (>$25MM) of intragroup funding and capital
• Present monthly updates of subsidiary transactions and outstanding issues to the VP and SVP of Corporate Treasury
• Ensure transactions are maintained in a central database with an objective of providing user-friendly overviews of global intragroup funding activity for the VP, SVP, and liquidity staff of Corporate Treasury
• Acts as a liaison between individual subsidiaries and Corporate Treasury
• Oversees the activity of RBC Finance BV (FSA regulated) and RBC (Barbados) Funding Ltd
• Facilitate Corporate Treasury initiated transactions which impact the capital and funding of RBC subsidiaries globally
• Identify and rectify inefficient use of subsidiaries (e.g. surplus capital) globally. Determine consequences of winding down redundant subsdiaries and simplify RBC group structure where feasible
• Manage, review, and approve intragroup transfer pricing agreements on behalf of Corporate Treasury role-up transits
• Once the transition project is complete, the role will evolve into other areas of responsibility including directly supporting the Corporate Treasury SVP and VP in driving enterprise and business strategy, making assessments and recommendations, contributing to Group Executive presentations, etc
• Provide key contributions to the Financial Crisis Management Plan (living will) relating to subsidiary capital and funding
• Design, complete and maintain a primer for all major subsidiaries noting business purpose, capital & funding requirements and constraints, tax issues, accounting issues, etc
• New initiatives, policy, coordination, management accounting, monitoring, and reporting to senior management
• Undertake a significant project over the next year to consolidate the Europe/Asia subsidiary banking role to Toronto. Review NY account management role
• Maintain the valuable SBG global subsidiary intelligence network and the strong relationships with key senior members of subsidiary management
• Maintain appropriate account manager roles (e.g., Canada) Obtain “buy-in” from our functional partners (e.g., Tax, GRM, etc) on the transformation
• Identify suitable Credit and Transaction Management (CTM) or loan officers in London and/or NY to book transactions Coordinate standard loan documentation with Law. Suggest its use to CTM/loan officers
• Minimum of 15 years of broad financial services experience, covering corporate and institutional banking, treasury, governance and people management, as well as trading products and strategies
• Graduate degree (e.g. MBA), or CFA/CA/CGA or equivalent experience

Banking Administrator Resume Examples & Samples

• Adhere to RBC’s account closing policy and procedures
• Forwarding all client changes to Static Data
• Reconciliations (cash) – Ensure that all daily/weekly cash reconciliations are monitored for the Banking Operations team and any breaks cleared
• Monitoring and clearing any items outstanding on suspense accounts
• Daily monitoring of Middle Office London’s draft reconciliation requirements
• Cash receipts/payments – Ensure that all instructions received for payments are processed in a timely manner
• Verification of SWIFT receipts and manual entries in relation to IWM Banking and processing payments and FX transactions via Banking Operations Guernsey
• Daily monitoring of static data changes on client maintenance report
• Dealing with clients and non clients in person on an ad hoc basis
• Collating data for monthly Banking Operations scorecard
• Collation of monthly KRI data for banking
• Attending Banking Operations monthly meetings
• Proven administrator experience in a financial services role
• Knowledge of banking administration procedures desirable

International Banking Spec Resume Examples & Samples

• International business technical, trade, or business school certificate
• Five or more years of experience in international banking services or financial services industry
• Well-developed ability to integrate knowledge, anticipate outcomes and use personal judgment

Mobile Banking Platform Manager Resume Examples & Samples

• Drives collaborative sessions that result in 2 Year Roadmap with Business Line
• Documents Capability, Features and High Level Requirements for Roadmap Items
• Identifies projects that have multiple options for solutions
• Transitions scope to Platform Lead for dashboard documentation
• Participates in Requirements Work Plan Creation
• Participates in requirements working sessions as needed
• Understands and participate in project change requests
• Provide audit support for platform
• Provides oversight to meet established function, quality, cost, and schedule goals and objectives for large sized programs/projects with extensive complexity for multi-year initiatives
• Manages programs/projects from initial concept through post implementation, including multiple implementation cycles
• Plans and controls multiple related projects with complex dependencies and shared resources and trains others in the use of planning tools
• Builds relationships with sponsoring executives and among different groups within and outside the department while serving as a liaison
• Authors project management artifacts and develops and maintains project plans
• Authors effective, clear, concise, and relevant communication for program/project stakeholders
• Communicates difficult and/or complex ideas and presents the appropriate message to audiences up to and including Senior Vice Chair
• Promotes collaborative relationships across project team members. Inspires commitment, high energy, and positive attitudes
• Influences multiple constituencies. Manages program/project team size of more than 50 team members
• May manage a staff of up to 5 employees
• Responsible for recommendations for hires, transfers, terminations, salary adjustments, performance standards, and reviews
• Platform business SME - active participant on providing information on how the system should work from a business perspective
• PMI Project Management Professional credential
• At least 10 years experience with tools and techniques for planning, organizing, monitoring and controlling IT projects
• 2-7 years Mobile Banking experience or equivalent banking experience
• Experience working projects through a typical SDL
• Strategic roadmap planning experience
• System development life cycle
• Document management

Comml Banking Asst Rel Mgr Resume Examples & Samples

• Three to five years of credit and/or sales experience in the financial services industry
• Experience in business development activities
• Desire to live in the community and volunteer for community events
• Knowledge of agriculture and farming operations

Cmty Priv Banking Client Rep Resume Examples & Samples

• Two to four years of experience in financial services industry
• Excellent verbal, written and interpersonal communication skills
• Thorough knowledge of departmental and bank products and services
• Strong ability to understand departmental procedures and systems to operate with occasional supervision

Client Manager Middle Market Banking Resume Examples & Samples

• Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable
• Must have 5 to 10 years experience in Commercial Lending
• Demonstrates management of an extensive portfolio of middle market clients with revenues greater than $25 million and the ability to successfully manage portfolio
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings
• Ability to understand and interpret the principles of accounting and finance
• Financial modeling experience and the completion of a formal credit training is required
• 15 - 20 years experience in Commercial Lending
• Outstanding oral and written communication skills
• Existing knowledge of the market preferred
• Active member/participation in local community organizations
• Highly desirable to have active networking contacts and Centers of Influence established in market

National Director Platinum Banking, PB Resume Examples & Samples

• Strategic Business Direction
• Accountable for the development of the Banking LOB strategy
• Responsible for the leadership and direction of this LOB on a national level
• Research and define global best practices in Private Banking
• Business Delivery and Operational Effectiveness
• Implementation of all other key BMO Harris Private Banking initiatives related to the Banking LOB
• Accountable for the achievement of the business plan and LOB profitability by continuously upgrading the offers and partnering with the regional markets on distribution of offering
• Overall accountability for the implementation and ongoing management of the Lead Relationship Manager model to maximize deposit and loan volumes as well as leverage these relationships for potential investment and trust needs
• Business and Product Development
• Partners with the Executives and Directors that comprise the BMO Harris Private Banking Leadership team to develop plans for the Banking sector and specific initiatives distinct to their marketplace
• Key subject matter expert on global Private Banking best practices, competitive offerings and trends in the marketplace
• Works independently, develops and recommends tactical alternatives to senior business unit managers and/or executives relative to local and national issues affecting the Banking LOB
• Provides guidance and direction on the development of deposit and credit products appropriate for the high net worth marketplace relative to the Banking LOB strategy
• Assists in the development of communications directed at the key relationship managers within BMOFG focusing on building stronger, more robust relationships with the bank's affluent clients
• Credit Responsibilities
• Works with the National Director, Banking to ensure Corporate Policies, Lending Directives, Policies & Procedures, and other guidelines are directed towards the achievement of profitable and quality business in each market, and that credit and operational controls are adequate
• Is ultimately accountable for credit approvals and the risk, liquidity and yield quality of the portfolio; must ensure that the loan portfolio is continually and closely monitored and that liaison with the Credit function is provided as a check on risk aspects of portfolio quality
• Granted discretionary authority to recommend or approve credit applications within discretionary limits based on qualification and demonstrated performance, and subject to periodic review. Subsequent concurrence from the appropriate level in the Bank’s Credit function is required to achieve credit authorization
• Granted a unilateral credit authority for use, or to delegate to management officers, for dealing immediately with consumer and commercial credit requirements within the Private Banking mandate
• Leadership and Team Development
• Develop and monitor the accreditation standards for the various job functions within the Banking LOB, including a review of their compensation, salary grades and benefits versus other internal positions and external competitors. These accreditation standards will form a basis of the ongoing compensation review and will focus on core banking, lending, investment and trust knowledge, continuing education, selling and relationship management skills to the affluent market and industry experience
• MBA, CFA or other post graduate degree or equivalent experience
• 10 years of experience in the financial services industry
• Expert knowledge of the Banking, Trust and Investment disciplines
• Maintains broad and diverse background of the financial service industry and expert knowledge of the banking, and personal and commercial credit disciplines for the high net worth markets
• Has highly developed and proven project management, coaching and communication skills
• Proven leadership skills along with being able to influence without authority

Wholesale Banking & Capital Markets Resume Examples & Samples

• Experience in delivering business advisory or consultancy services to wholesale banking institutions; proven compliance experience in the wholesale services sector; or, experience working with the FCA or equivalent overseas regulator
• The ability to make new contacts, build relationships, listen to and understand client needs and interpret this into new opportunities to assist them
• The drive and determination to win new work, build our reputation and expand our service offerings to our clients
• Good understanding of the wholesale banking industry and regulatory environment in the UK (or equivalent overseas market) is required
• Technically proficient in the FCA principles and rules, in particular in relation to governance and controls, business and market conduct (or equivalent overseas regulator), including some of the following

Project Managers Core Banking Transformation Programme Resume Examples & Samples

• Accountable for multiple projects across the Core Banking environment, from inception through to implementation
• Pro-actively engage IT to drive deliverables and outcomes for the business
• Work across a broad range of stakeholders from both Business and IT
• Actively manage risks, issues and drive an appropriate risk management culture in the team
• Previous Project Management delivery experience within Financial Services, gained over 5+ years
• Hands on SAP Core Banking experience in Loans or Deposits Management modules for Retail Banking would be highly regarded, as would previous Mortgage Lending project experience
• Specific experience around Treasury, Funding and/or Loans Account Servicing would be a distinct advantage
• Experience on large scale delivery programmes
• Experience of managing teams of 10 or more, in both Agile and Waterfall environments
• Ability to apply relevant skills to work across a wide range of initiatives
• Excellent communication and interpersonal skills, and be able to effectively tailor communications to a diverse range of business and technical stakeholder groups

Banking Development Manager Manila Resume Examples & Samples

• Working with the onshore development managers to plan for the medium and long term
• Supporting development managers in dealing with risks, issues and dispute resolution within the team
• Providing management updates to relevant stakeholders
• Managing work to ensure there is minimal impact to business processes and that engagement adheres to the accepted operating model
• Managing relationships with resource managers to secure resources to deliver against pipeline of work
• Providing meaningful feedback to staff performance and inputs to staff development plans
• Clearly communicating goals, responsibilities, issues and status to team members and stakeholders
• Driving effective teamwork, collaboration and commitments across multiple location

Regional Banking Resume Examples & Samples

• Bachelor’s Degree require
• Working knowledge of the Bank's products (i.e., deposits, cash management, loans and other fee income generating products)
• Manages multiple sites

Merchant Banking Resume Examples & Samples

• Good judgment, independent thinker and resourceful
• Ability to work well under pressure, prioritize and handle multiple tasks efficiently and effectively
• Strong proficiency in MS Outlook, Word, Excel, PowerPoint
• Identifying, assessing and monitoring liquidity risks related to the Firm’s deposit liabilities, lending portfolio, and related activities
• Maintaining active dialogue with trading desks, corporate treasury, risk management colleagues, and other support groups regarding trading and hedging strategies, risk representation, and limit compliance
• Collaborating with senior front line business professionals in enhancing liquidity planning, liquidity stress testing, limit setting and asset/liability management
• Leading projects to investigate and improve the risk representation of the Firm’s liquidity risk, contingency funding plans, asset-liability management, and stress testing framework
• Excellent academic background, preferably an advanced degree in a quantitative discipline
• At least five years of work experience in financial risk management or funding/liquidity management; bank treasury experience a plus
• Shares expertise and knowledge by training, coaching and mentoring Banking /Capital Markets and Securities Practice Area Sales Specialists
• Assists and leads sales teams to overcome significant customer challenges and effectively positions them to close significant opportunities
• Proactively and aggressively takes actions to increase awareness and drive usage and preference of LN content, products and services
• Identifies and targets revenue and growth opportunities within assigned market and/or accounts
• JD or equivalent experience
• At least 3 years of practicing attorney experience in Banking/Capital Markets and Securities is preferred
• Sales experience is preferred
• Design and implement robust operational risk tools within the business
• Analyse and validate operational risk data
• Review external risk data and analyse how it may affect the business and the lessons that can be learned from it
• Continuous improvements of operational risk tool
• 4/5 years in Financial Services (Pref for Big 4 trained candidates or those from an Internal audit function)
• Comfortable in their ability to build intercompany relationships
• Identify trends and risks in the industry
• Acting as a facilitator to the business lines and the management of audit requests
• Compilation of reports to present to Senior management and the relevant committees
• Work in conjunction to operational risk to validate risk data and challenge potential discrepancies
• Help in the design and build of operational risk tools
• Provide training sessions to members of the risk team

Administrative Assistant, Wholesale Banking Resume Examples & Samples

• Manage phone calls for the sales team, using a switchboard/turret system
• Maintain and update the in–house CRM system, focusing on data integrity
• Prepare and submit expense reports for the department
• Manage travel arrangements for the department; troubleshoot/solve travelling issues (from time to time might be contacted after hours to solve such issues)
• Interact with vendors depending on unique requirements of the business unit
• Act as a central point of resolution for conference/meeting rooms regarding policy and process, resource allocation, and related issues
• Work with technology group to set up remote working stations, various applications and AV set up in house and offsite
• Assist with client entertainment for internal and external clients
• Distribute mail and research reports to internal and external clients
• Prepare memos, mailing labels, fax covers, general correspondence
• Stock, order, and maintain office supplies, printers, copier stations and workstations
• Work with staff to maintain boardrooms and catering areas
• Order promotional products for internal and external events
• Troubleshoot and order blackberry mobiles, corporate cards and business cards
• Book internal and external venue/restaurant reservations
• Set up internal and external conference calls
• Oversee the establishment and maintenance of organized and confidential electronic filing systems (SharePoint postings) to ensure that business and operational reports, forms, and other business documentation are available
• Ensure that each employee has the tools necessary to do his/her job effectively
• Maintain the centralized tracking and record maintenance of staff vacations and absences, in accordance with divisional guidelines, to ensure consistency in entitlement and to determine staff availability. Participate in resolution of issues when they are escalated
• Coordinate tasks, back up Executive Assistants, and liaise with regional assistants
• Work with sales team serving client’s needs, prepare appropriate materials/proposals to sell to clients
• Act as point person to provide client support in the form of proposals, marketing material, conference assistance and scheduling with the cooperation of the equity markets team
• Respond to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions
• Post-Secondary education an asset
• Broad business knowledge and specific understanding of the organizational unit, its functions and products and customer groups
• Very good understanding of the processes, policies and procedures required for supporting the business
• Canadian Securities Certification is an asset
• Possess excellent relationship-building and customer service skills
• Strong team player with the ability to work on a trading floor environment
• Ability to work with limited direction and ambiguity to make decisions within scope of accountability
• Detail oriented, very well organized, and able to manage time and multi-task to accomplish a wide variety of tasks, and conflicting priorities
• Ability to deal with clients and vendors in a professional and courteous manner, to develop and leverage professional working relationships
• Ability to employ and leverage knowledge of the organization and the supported business unit’s uniqueness to carry out accountabilities
• Working knowledge / PC skills (MS Office: Excel, Word, PowerPoint, Outlook, Visio; Lotus; web browsers) preferred
• Excellent communication skills, both written and verbal
• Ability to manage confidential materials in an appropriate manner
• Must possess excellent organizational, time and stress management skills (working in a fast paced environment)
• Flexible and has the ability to demonstrate personable and professional sound work ethic

Head of International Custody & CAO for IF & Banking Resume Examples & Samples

• Directly managing the international Custody business, in coordination and reporting to Global Head of IF and Banking
• Building Revenue growth of the Custody international component
• Developing synergies across Custody, MI and MSBF, and reshaping the marketing/ sale approach to embed the value generated by a structured Custody proposition Building and managing a consistent marketing and pricing approach across International Custody
• Re-evaluation of the different processes across the regions
• Upgrading of the technology platform
• Support the Global IF and Banking Head in various strategic and tactical initiatives including organization of Business Reviews with seniors
• Drive “red zone “ process
• Coordinate Global Episodic Deal Acceptance Committee (EDAC) meetings and approval process for the allocation of capital and maintain EDAC Policy document and templates
• Coordinate with the Regions and Products to ensure standardization of underwriting processes
• Support the Global IF and Banking Head in the CCAR (Comprehensive Capital Analysis and Review) process working closely with Finance and Regional IF and Banking Heads
• Partner with other parts of the bank to drive overall client satisfaction, build client loyalty, and respond to client escalation issues
• Drive thought leadership, culture of innovation and mange day to day business analytics and administration of the department to ensure optimal performance
• Strong project management skills and background in planning and leading cross-functional initiatives and events
• Able to work with teams remotely
• Ability to work with and influence to desired outcome at all levels in the organization
• Excellent communication and presentation skills with the ability to articulate complex and sensitive issues to senior leaders
• Ability to work in a complex environment and meet aggressive deliverables and deadlines
• Experience in Wealth Management or Finance Services Industry
• Deep knowledge of investment, capital markets, banking and lending products

Corp Banking Mgr Resume Examples & Samples

• Build / strengthen relationships with assigned clients and prospects and related parties
• Develop profitable business form assigned clients and prospects
• Total Portfolio Management of up to $500 million loans and deposits
• Assist with training of Assistant Relationship Manager and Administrative staff
• Reporting and database management

Banking & Capital Markets Manager Resume Examples & Samples

• Be involved in helping some of the world’s leading local and global Banking organisations to structure transactions tax-effectively, mitigate tax risk and comply with tax laws in the most effective way Assist clients and other EY teams with their tax accounting calculations/reconciliations for their purposes of the financial statements
• Prepare/review income tax returns
• Mentor and supervise junior staff members
• Prepare and facilitate training sessions
• At least 4 years of relevant Australian tax experience gained in a top tier accounting firm, corporate, business consulting or legal environment
• Ability to develop strong and broad relationships with clients and provide a high level of client service
• Excellent interpersonal skills

Merchant Banking &amp Resume Examples & Samples

• Forensic testing planning and implementation
• Periodic analysis and update of compliance policies and procedures (including Volcker Rule-related procedures)
• Coordination and delivery of substantive compliance training
• Advising on regulatory disclosures
• Coordinating with various MB&REI functional areas
• Interfacing with Morgan Stanley’s global compliance groups
• Periodic risk assessments
• Preparation for regulatory inquiries and/or examinations
• Asset Management/Private Equity related skills
• Policy drafting experience a plus

Banking Controls Internship Cwel Resume Examples & Samples

• Perform daily accounting and data entry tasks with minimal supervison
• Basic research of accounting and customer transactions to resolve reconciliation variances
• Work with staff and management to review and update procedures and other types of department documentation
• High school diploma or GED equivalent, or equivalent in work experience
• At least one year of higher education coursework
• Prior banking / office experience

Banking Intern Resume Examples & Samples

• Assists and prepares credit spreads for loan requests. May provide assistance with preparing loan documentation for loan closing
• Develops an understanding of cash management tools
• Handles confidential matters, along with miscellaneous projects, establishes confidential records and maintains files the branch
• Attends sales visits and customer calls with manager or business banker
• Identifies/recognizes selling opportunities and effective cross sell bank products and services
• Attends various required compliance and or banking training
• Performs other duties (project and/or research work) as requested
• Junior or senior level student pursuing a Bachelor’s Degree in Business Administration, Agriculture, Finance, Accounting or related field with an interest and/or experience in banking field
• Strong attention to detail with good communication, customer service, analytical and sales skills
• Must be a self-starter with demonstrated initiative; Leadership potential

Intern, Global Banking Resume Examples & Samples

• The position requires a team-oriented self-starter who has the ability to work with limited supervision within a small, focused business group
• Undergraduates heading into their graduating senior year or master’s degree students with minimum 3.2 cumulative overall GPA
• BA/BS, all majors are considered; concentration in finance or economics a plus
• Appropriate eligibility and authorization to work in the Canada during summer 2015
• Superior quantitative, analytical, communication and leadership skills are essential
• A willingness to commit to the full 12-14 week program mid-May to August
• Preferred candidates should have a desire to obtain full time employment beginning summer 2016, or earlier

Busines Banking Client Manager Resume Examples & Samples

• Strong client focus/direct client contact experience, excellent interpersonal, communication, presentation, organization and PC skills. Must have excellent verbal and written communication skills and demonstrated leadership ability
• Must be able to assess and analyze financial conditions of clients and the industry trends. Ability to understand and interpret financial statements and cash flow analysis required
• Familiarity with sales force automation, such as ACT and other systems, a plus
• Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues
• Undergraduate degree in business, finance or economics preferred. MBA preferred
• Commercial banking and lending experience in the Business Banking or Middle Market sector
• Completion of formal credit training
• Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience

Head RC GBM Global Banking Resume Examples & Samples

• Sets priorities and makes day-to-day decisions independently. Escalates matters to senior management as needed
• Communicates effectively and professionally, and conveys the key information needed to ensure compliance goals are met
• Works with the RMA and the HSI Regulatory Update Committee to keep abreast of legislative changes in the US and assess and advise on their impact on the Compliance function and the Global Banking businesses
• Strong background in bank and brokerage compliance within a financial services environment
• Ability to understand, interpret and apply complex regulatory requirements to business practices
• 15+ years Compliance experience
• 5+ years of supervisor/management experience
• Strong written, verbal communication and presentation skills
• Strong analytical skills and organizational skills
• Proactive and independent
• Series 79 and 24 preferred

Senior Manager Structured Banking Resume Examples & Samples

• MMFS is part of Global CMB. The segment is a discreet business with direct line management through the Global Head of MMFS to the Global Head of Large Corporate
• The jobholder has overall and prime responsibility for originating “new” and “new new” money transactions. Also for the preparation of credit proposals in liaison with the relevant Corporate Banking Team and, assuming the senior debt mandate is awarded to the bank, instructing due diligence and the preparation of all legal and security documentation on the part of the bank. MMFS operates within the bank’s lending guidelines, although there is significant latitude within these guidelines with the appropriate authority and approval of Credit. The jobholder will determine to a significant extent whether or not the transaction is progressed
• The target client base comprises of mid-market Private Equity firms and top-end corporate businesses typically with turnover of greater than USD40 million
• Management of Risk Management of Risk Observation of Internal ControlsMaintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
• The jobholder will implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply
• This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators

Electronic Banking Services Senior Specialist Resume Examples & Samples

• Understand the client needs to guide them and use effectively all the information systems to bring the client information online about both local and international products of Electronic Banking
• Provide high Class service to the top tier corporate clients, identifying root causes and implementing action plans to improve customer experience with electronic banking Platforms
• Guarantee high quality service base on quality and proactivity
• To achieve that the answers to the clients fulfill the time requirements, quality in the information, security and confidentiality
• Oversee compliance relative with the confidential information
• Identify opportunities to develop process improvements
• Be aware and report in detail any problem with the electronic banking products
• Acquire all the knowledge and have the tools to provide support online and onsite
• Check the files generated by interfaces of the clients account system in order to be transmitted thru the electronic banking products of Citibank
• Meet with the time connection and auxiliary Time
• To register all requirements received and sent to the customer allowing traceability in customer service process
• Support regional & Local project regarding electronic banking products ( platforms migration, new enhancements implementation, etc)
• Design, document and implement consulting projects to top tier corporate clients in order to improve Electronic banking processes
• Generate statistical reports to regional sales manager regarding electronic banking support request made by top tier corporate clients
• Leading ongoing projects or initiatives as assigned by management
• Document project plans for projects and keep management apprised of progress through regular updates
• Perform analysis of current and proposed technology and business processes
• Document findings and make recommendations to management for potential technology builds or process changes

Banking Trainee Resume Examples & Samples

• Rotate through job duties of the teller and personal banker roles to gain understanding of key branch roles
• Recognize selling opportunities and effectively cross sell bank products and services. Refer business when appropriate
• Acknowledge/prioritize multiple customer demands to provide maximum service to all customers
• Develop an understanding of cash management tools
• Handle confidential matters, miscellaneous projects, establish confidential records, and maintain files for the branch
• Assist and prepare credit spreads for loan requests. May assist with preparing loan documentation for loan closing
• Attend sales visits and customer calls with manager or business banker. May be asked to independently make sales calls and bring in new loans once familiar with processes and procedures
• Perform other duties as requested
• Bachelor’s Degree in Business Administration, Agriculture, Finance, Accounting or related field with an interest and/or experience in the banking field
• Minimum 3.00 cumulative GPA
• Must have strong attention to detail with good communication, customer service, analytical, and sales skills
• Strong desire to build relationships within the Great Western Bank organization and effective working relationships with co-workers
• Must be a self-starter with demonstrated initiative; leadership potential
• Full suite of banking (consumer and business) products
• Cash Management
• Credit cards
• Depository rate manager for banking and custody
• Understanding both technical and business aspects of banking and cash management business
• Assigned projects which improve product efficiencies, procedure creation, and enhance servicing
• Attended product and partner meetings to ensure department is kept abreast of enhancements, pressing issues and changes as well as meeting regulatory requirements
• Assist with the maintenance and development of: client-facing account opening documentation and promotional product literature; sales /internal-use-only product education/ training content
• Assist in daily management of banking and custody rates
• B.A./B.S. degree (required)
• Strong initiative / Ability to follow-up
• Client Service skills required
• 2-3 years relevant experience in Banking

Branch Manager South Coast Previous Banking Required Spanish Preferred Resume Examples & Samples

• Plans, implements, and manages the operating and capital budgets to maximize branch profitability
• Promotes staff development through training, cross-training, and career planning. Trains staff in the area of customer service, sales, operations, and Bank products. Ensures that ongoing sales and product service training is provided
• Oversees and administers all branch human resource issues
• Participates in events that demonstrate support for the community and increase business opportunities for the Bank. Ensures compliance with CRA outreach programs
• Provide a leading level of Customer Administration Service (e.g. transactions, loan amendments, redemptions, maturities, direct debit amendments etc) in an efficient, accurate and timely manner
• Ensure agreed SLAs are adhered to and that customer requests are resolved efficiently and to agreed SLAs
• Updating Client Accounts, confirming by letter where necessary and ensuring absolute accuracy at all times
• Deal with complaints/incidents promptly and in an objective and courteous manner
• Deliver the best possible service to existing customers, adhering to relevant customer legislation in a courteous, sensitive and timely manner
• Weekly and Monthly reporting

Cib Banking M&a Intern Based Resume Examples & Samples

• Build and maintain complex financial models to perform analyses under different scenarios
• Participate in day-to-day deal execution, interacting with senior deal team members, senior client executives, transaction counterparties and other advisors
• Design and analyze transactions' rationale, structures, financial impacts, etc Monitor and evaluate current events related to clients, industries or transactions

Test Lead Banking Projects Resume Examples & Samples

• Detailed review of business requirements to ensure that there is sufficient information from a testing perspective
• Working with the Business Analyst and the Technology teams to produce testing deliverables, including Test Strategy, Test Plans, Test Designs (Test Cases and Test Data) and Test Execution Results
• Executing user acceptance and regression testing in accordance with the agreed test cases and test plans
• Plan and co-ordination of Business Acceptance and Production Verification Testing
• Leading the defect management process during the UAT phase and liaising with business areas and Technology teams (onshore and offshore) to clarify and resolve issues identified during the UAT phase process
• Providing leadership to a team of test analysts in terms of the best practice methodologies. This would cover best practice processes and tools
• Provide regular test status reporting to the Project Manager and key project stakeholders

Manager, Subsidiary Banking Resume Examples & Samples

• Provides daily account management support to the Head for the Europe/Asia portfolio and vacation relief to Senior Account Managers in all geographies
• Prepares and submits Electronic Transaction Requests (ETRs) for the SB team as appropriate
• Proactively drafts and updates all SB policies, obtaining necessary stakeholder support and ensures the policies are properly approved and communicated as per RBC policy
• Responsible for the update and maintenance of SB’s website for the benefit of business and functional partners
• Updates and maintains the SB pricing grid to ensure the grid represents defensible arms-length based pricing
• Maintains complete and accurate records for all current and historic loan pricing for external (CRA) and internal audit purposes
• Manages quarterly reporting process for non-interest bearing loans, quasi-capital, guarantees, letters of comfort, etc
• Undertakes various CT and SB projects critical in the execution of the CT and SB mandates, e.g. new credit management for RBC risk taken by subsidiaries
• Prepares regulatory reporting e.g. OSFI Recovery Plan and monthly report, CDIC Resolution Plan
• Assist in identifying and rectifying inefficient use of subsidiaries (e.g. surplus capital) globally
• Contribute to the development of a global subsidiary funding strategy
• Assist in determining the consequences of winding down redundant subsidiaries and simplifying RBC group structure where feasible
• Assists in the hedging of the net investment in foreign operations
• Assists in the calculation of the Bank’s solo capital metric
• Contribute to improvements in management accounting/transfer pricing for subsidiaries
• Pertinent university degree or equivalent to meet minimum technical requirements of the job, graduate degree an asset
• Minimum 5 years of account management experience
• Professional services experience, e.g. legal, taxation, accounting, or mergers & acquisitions

Banking Book Resume Examples & Samples

• Run and support weekly Production Meetings. Identify, address and appropriately escalate all forms of risk as it relates or potentially impacts GALM activity
• Establish and maintain front-to-back book and process setup in adherence to risk control operating model, including book hierarchy, business & supervisory setup, Mandates and Delegates
• Oversee Front Office-performed controls (e.g. Trade Capture, Cancel & Amend, P&L production and sign-off, etc.) and/ or limit management processes; support investigation, resolution and escalation of incidents
• Provide desk support for trade bookings in coordination with Middle Office and Operations partners
• Support F2B risk control operating model as it pertains to existing and new initiatives in accordance with Business objective
• Respond effectively to Regulatory and/ or mandatory change and position the operating environment appropriately (e.g. Volcker reporting and associated controls)
• 3+ years in Trading or associated environment with particular emphasis on Middle Office, Operations and/or Control functions
• Firm understanding of financial trading products such as Money Markets, FX and IR derivatives
• Strong conceptual and analytical skills to investigate complex front-to-back dependencies and contribute to issue resolution
• Structured oral and written communication skills, working with a variety of stakeholders to navigate complexity across business processes or region
• Ability to maintain a run-the-bank focus with quick response times, cope with pressure and capable of succeeding in a demanding environment
• Experience with UBS AG operational infrastructure and/ or control framework

Head of FCC Wholesale Banking Resume Examples & Samples

• Leadership experience and a strategic thinker
• Excellent communication and inter-personal skills, with experience of dealing with executives at all levels including the capacity to articulate the case for risk management and policy in the language of business
• Ability to develop practical, cost effective solutions to complex global issues
• Significant experience in Risk and Operations Management together with business management, preferably from a frontline role in Commercial Banking and Global Banking and Marhets
• Experience of dealing with regulatory matters and confident interaction with Regulators
• Experience of creating, leading and motivating a team
• Experience of interpreting and analyzing a large volume of information and / or data and provide succinct summary for management
• Ability to lead change, contributing to joining up with the other teams in Risk and Business globally

CIB F&BM Treasury Banking Resume Examples & Samples

• Assist in production and strategic projects/initiatives relating to FTP and interest rate risk
• Own the end-to-end interest rate risk process, including implementation, reporting and ad hoc scenario analyses
• Assist / support in FTP/LP analyses for deposits, overdrafts and loans
• Work independently and collaboratively and establish close partnerships with peers across the greater CIB organization and Global Treasury
• Produce timely, accurate and thoughtful analysis on the banking balance sheet and liquidity positions providing insights, recommendations and conclusions for senior management based on solid product/market knowledge and expertise
• Lead and participate in ad-hoc projects as needed by senior management or regulatory initiatives
• Participate on the ongoing process improvements, optimization and rationalization efforts related to Balance Sheet and Liquidity
• Strong analytical, creative thinking and problem solving skills. Comfortable in working with and interpreting large amounts of data
• Strong interpersonal and communication (verbal and written) skills. Ability to present information in a clear, concise and effective manner
• Own routine BAU processes, complete ad-hoc requests, and provide support as needed to senior analytics team members
• Ability to work effectively independently or as part of a team
• Organized and able to execute responsibilities with limited supervision and taking ownership of tasks at hand. Ability to identify and manage takeaways
• Solid work ethic, good business sense, and demonstrated initiative
• Strong computer skills, particularly in Excel, PowerPoint, Word and Access

Banking Payments Lead Resume Examples & Samples

• At least 8 years experience in the payments landscape in Australia/New Zealand and an overall appreciation for payments solutions worldwide and emerging trends
• At least 8 years experience in working at senior management level to understand needs, priorities and how the implemented recommendations will support operations
• At least 8 years experience in constructing point of views and proposals to clients
• At least 8 years experience in payments solutions
• At least 8 years experience in consulting
• English: Fluent
• Ensures that cluster branch sites sales/service culture supports the overall corporate objective to provide superior customer service
• Oversees the planning, implementation, and management of operating and capital budgets for the cluster branches sites to maximize branch profitability
• Ensures that the cluster branches meet all regulatory compliance standards and follows all operating policies and procedures. Ensures that cluster personnel comply with all laws and regulations. Documents and communicates individual compliance performance in annual staff evaluations
• Directs business development through outside calls, in-branch selling, telemarketing, branch campaigns and targeted direct mailing and oversees business development activities for the cluster
• Ensures expansion of customer relationships through cross-selling activities
• Develops and manages an annual marketing plan and oversees the development and management of annual branch marketing plans for the cluster
• Directs the cluster branch sites activities to manage customer portfolio for optimum performance

Banking Products Administrator Resume Examples & Samples

• This will include Loan and Deposit set up and maintenance
• Wealth Management Product set up and maintenance
• Structured Product Administration
• Preparation of month end and annual reports
• Liaise with clients, front line staff and other support functions
• Timely resolution of client and other queries

Missouri South Columbia West Banking Center Resume Examples & Samples

• Inform and educate customers on how to conduct simple transactions through self-service technologies
• Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
• Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
• Ability to travel to several financial centers within 30 minutes from each other

Commercieel Medewerker General Banking Resume Examples & Samples

• By telephone, you will provide information and perform operations in the field of basic banking products (accounts and payments, savings and investments, personal loans and insurance)
• You offer support to Home’Bank users
• You will aim for impeccable service and customer satisfaction
• You will strive to find all business opportunities and turn them into sales, both on incoming and outgoing calls
• You will actively participate in building the loyalty of our customer base via Outbound campaigns
• You hold a degree and preferably have commercial experience
• You are bilingual in French/Dutch or Dutch/French. Knowledge of English and/or German is a plus
• You are flexible about working hours (shift) and you like working in a constantly evolving environment
• You are dynamic, enthusiastic and like challenges
• You can master computers
• You are client-oriented, empathetic and can demonstrate a capacity to listen
• You seek appropriate solutions for the customer
• You are results-oriented
• You demonstrate the ability to learn and adapt
• You can express yourself fluently on the telephone and have a certain writing ability
• You like to work in a team

Branch Banking Resume Examples & Samples

• Provide professional client service, which includes, but is not limited to: performing accurate transactions, greeting the client, smiling, using the client's name during the transaction, and thanking each client for his or her business. Refer clients to other branch personnel as needed
• Oversee day to day transactions of at least two Tellers/Senior Tellers in a high quality manner so as to provide superior client service with minimal service problems
• Ensure staff is supportive of sales efforts and that referrals to branch personnel are seen as a part of quality client service
• Also responsible for the following areas
• Two to four years experience as a Senior Teller or equivalent
• Demonstrated ability to read, follow written instructions and accurately complete written reports
• Ability to use office machines and perform basic mathematical functions
• Demonstrated ability to deliver good client service and provide team support
• Demonstrated ability to execute on all teller-related duties
• Capability to lift a minimum of 30 lbs
• Ability to successfully complete all core training as outlined by BB&T University for
• Teller Supervisor
• Specialized client service training with proven results
• Ability to oversee diverse personalities
• Completion of BB&T Product knowledge and computer based training compliance course

Senior Manager End to End Initiatives International Banking Resume Examples & Samples

• Lead and/or participate in the review of a business process and/or department that results in recommendations for improvements to process and structure for efficiency and revenue generation improvement by
• Maintaining a network of contacts with the primary business area and IB partner groups
• Soliciting contacts for problems and suggestions
• Researching existing procedures, systems, volumes, and time standards both internally/cross country and externally
• Engaging stakeholders for assistance with the Metrics, Data Collection and Solution Design
• Completing reviews to understand and quantify existing workflows, workloads and opportunities
• Running Kaizen events if required or recommend viable improvement opportunities for further consideration/action
• Ensure any changes or new processes adhere to the models for that Process
• Reviewing Process, Organizational/People and Systems
• Design business process solutions by
• Complete revised process flow using appropriate tool
• Design a high-level solution and implementation strategy, ensuring they are compliant
• Complete a cost/benefits analysis
• Obtain stakeholder agreement to the proposed high-level solution and strategy. This may include IB Sr. Management and Country stakeholders
• Develop business process solutions with the countries though oversight and consultation
• Work with Country to prepare required project documentation
• Work with appropriate stakeholder for preparation of system requirements and engaging development support
• Ensure the completion of supporting manual updates/documentation is prepared prior to implementation
• Ensure detailed implementation strategy and implementation procedures/instructions are viable
• Coordinating project plan activities in concert with other team members and stakeholders
• Track progress of financial /revenue upside through Pilot and full rollout to confirm the solution works as intended and costs / benefits are achievable as approved
• Work with the Countries to assist with stakeholder agreement to implementation rollout
• Support the implementation of business process solutions by
• Assisting the country to support the resolution of procedural/systems problems encountered during implementation
• Managing project costs within budget
• Track planned benefits through pilot and implementation
• Keep IB Executive and stakeholders informed through periodic status reports and through immediate advice of significant issues
• Escalate to Director or Lead E2E if Country/IB Stakeholder teams are not delivering on agreed plan
• Provide process improvement expertise to IB partner groups by
• Analyzing proposals for process/structure change and providing feedback and recommendations
• Providing advice and guidance on process, structure, implementation procedures and strategy
• Providing assistance with the preparation of business cases
• Provide Coaching and Training programs as it relates to Lean or Six sigma methodology to enable the countries for the continuous improvement journey
• Provide feedback to Stakeholders on other opportunities not process related such as Product deficiencies, Risk, Compliance or training etc
• Design and implement Process Management
• Plan and work with Country Reengineering teams on the documentation , review and maintenance of all key customer (and secondarily operational) processes
• Establish and manage Continuous Improvement Programs through E2E process assessments to drive customer experience improvements (such as reductions in cycle time), create opportunities to increase and secondarily operational) processes, and establish and manage Continuous Improvement Programs
• Supervision
• Coach and develop support staff in the execution of their duties
• Annually set realistic goals and monitor achievement, correcting performance through the year as required
• Evaluate year end performance against assigned goals and responsibilities to assess the accomplishment and subsequent performance rating
• 5 (+) years of re-engineering experience
• Thorough knowledge of organizational structure standards and software – OrgPlus, process mapping techniques and software such as Visio or Bizagi
• Working knowledge systems design and testing procedures
• Thorough knowledge of project management techniques and software (Microsoft Project
• Excellent written and verbal communication skills in English
• Must have strong Spanish and English language skills - both written and verbal
• Proficient computer skills including, MS Office, MS Project, MS Visio and SharePoint
• Ability to work effectively under tight time constraints while juggling multiple concurrent assignments

Manager Projects International Banking Contact Centres Resume Examples & Samples

• Support the planning, implementation, and project closure of the EMV / Chip Migration in the International Banking Contact Centres ensuring the business needs and project objectives are aligned
• Developing the Contact centre product roadmap to support EMV with the Program Office, Technology and Operations on end-to-end process flows to articulate business requirements ensuring project supports overall Contact Centre channel strategy
• Development of project documentation reflecting Contact Centres’ needs and strategy
• Supporting the design of business and operational end-to end processes related to Contact Centres, ensuring processes are fully analyzed, documented, and include all affected processing units and technologies
• Work with the EMV program office ensuring liaison between IB partners, technology partners, internal/external contacts and Centre Heads, in order to support the planning, implementation and post-implementation phases of the project,
• Designing materials, such as manuals, job aids, circulars, guides; as well as facilitating sessions
• Identifying issues / obstacles / trends, analyzing root causes, recommending solutions and escalating to Management if necessary
• Providing regular status reports to the EMV Program Office regarding the IVR and Contact Centre readiness
• Providing ongoing advice and counsel to International Banking and local Contact Centre management, as requested
• Reviewing, prioritizing, and responding to enquiries, and requests for information from the International Contact Centre Hubs, IB partners, Country Management, and internal / external contacts
• Maintaining open lines of communication with business lines, vendors, internal and external contacts and customers to engender awareness of trends, competitive opportunities, etc
• A minimum of 4-6 years of practical experience with contact centres
• Previous experience of working with EMV in a contact centre and IVR environment
• Project management and contact centre management would be an asset
• Sound working knowledge of Contact Centre and IVR solutions
• Ongoing familiarity with the status, capabilities and trends occurring within the contact centre and IVR industries industry

ICG O&t-electronic Banking Service Manager Resume Examples & Samples

• Manage the problem resolution of advanced production support issues, related to front end applications of Cash and Trade application such as Citidirect, BE, Treasury Vision, Citi-connect, etc.; provide support to H2H clients, i.e. Connectivity, encryption and file format
• Manage and address technical related queries from client, operations team and in-country technical teams
• Track and manage resolution for cases escalated to upper level support team (both internal and external)
• Conduct weekly training session via live meeting, classroom and onsite external training to clients
• Work closely with technology, product team, vendors and other internal teams to resolve system issues/defects, bug fixes and address client’s queries
• Support RFP initiatives by providing trainings and demo to client onsite
• Manage external support team to ensure that meet the agreed SLA
• Conduct client consulting and introduce best practice to client on Citi e-banking platform
• Provide electronic banking entitlement services for e-banking systems, analyze client requirements, engage subject matter experts for documentation, signature verification, file integration and system entitlements, etc

CIB F&BM Banking Treasury Analytic Resume Examples & Samples

• Interest rate risk policy, implementation and strategy
• Liquidity stress testing
• FTP/LP policy, in partnership with Corporate Treasury
• Regulatory strategy and limit/target setting and monitoring
• Legal entity ALM, including currency, tenor and duration mismatches
• Balance sheet and NII quantitative modeling
• Act as the key contact in relation to CIB Banking Treasury matters for CIB LOBs, Corporate Treasury, Liquidity Risk Oversight, Legal Entity Controllers and other partners
• Develop and implement FTP and LP policies for Banking businesses, in partnership with Corporate Treasury
• Develop and implement interest rate risk policy and strategy for CIB deposits. Execute fixed core as interest rate risk hedges
• Support Banking and CFS product groups in the development of new deposit products and pricing strategies in the region
• Partner with Banking and CFS LOBs to drive balance sheet optimization and achieve targets
• Implement and harmonise legal entity LCR and stress test methodologies and processes, in partnership with CIBT Liquidity Controller, Corporate Treasury, Liquidity Risk Oversight and Legal Entity Controllers
• Support initiatives to address legal entity capital, liquidity and funding issues
• Work closely with CIBT Banking colleagues in WHEM and EMEA to ensure globally coordinated approach
• Maintain up to date knowledge of global and local regulations related to balance sheet and Treasury
• Strong analytical and financial modeling skills and attention to detail required
• Strong data management and project management skills
• Inquisitive nature with advanced problem solving and critical thinking capabilities
• Must be a team player, capable of multi-tasking and operating in a fast paced environment
• Strong follow-through and commitment for owning the work product
• Knowledge of accounting and short-term fixed income markets or previous Treasury experience is a plus

Banking Team Assistant Resume Examples & Samples

• Previous experience supporting a team
• Experience with Word, Excel & PowerPoint
• Excellent understanding of urgency
• Ability to work quickly and accurately under pressure
• Ability to pick up new systems quickly
• Ability to organise and prioritise complicated travel
• Flexible on working hours and understanding of the business demands
• Able to manage stress, personable, self confident
• Ability to anticipate needs, particularly for repeated tasks

CIB Ops-banking Ops Resume Examples & Samples

• 2~3 years experience in Bank operations, preferably in Payment operations
• Good communication skill both in Japanese and English
• Team player with good interpersonal skill
• Control mind to process daily operations complying with JPMorgan corporate policies and regulations
• Good time management skill
• Micro soft applications skill

Head of Banking Products Resume Examples & Samples

• The RH will lead and manage a team to deliver the product strategy to help achieve client and financial ambitions
• The RH shall monitor and research market and competitor developments, and regulatory driven reforms, proactively initiating new business opportunities to increase Banking products business, including introducing new products and strategies, optimizing banking margins, as well as developing new lending business strategies
• The RH will be responsible for monitoring and overall management of WM TW funding balance (cash assets vs liabilities)
• RH's responsibilities includes
• The RH will work very closely with Markets management to implement agreed business objectives, strategy and execution towards achieving WM TW ambitions for banking products
• The RH will work closely with Client Advisors, Sales Manager and Investment Products and Services colleagues in Taiwan to develop and implement joint strategies
• The RH will ensure the appropriate business governance framework is applied for the creation and ongoing management of banking products, e.g. approval sign-off, etc…

Head of Aml-wholesale Banking Resume Examples & Samples

• Be responsible for the implementation and the maintanence of the AML program, including CFT, Sanctions, and ABC
• Be the key contact with the HKMA/SFC
• Ensure that the AML program is aligned with the regulatory requirements as well as the firm's business objectives
• Handle any escalated AML matters and provide advice to the business unit
• Keep senior management informed on any relevant AML regulatory changes they could potential impact the business
• Have at least 5-8 years of relevant experience in a similar function from a wholesale banking/similar environment
• Have good knowledge of the HKMA/SFC regulations
• Have thorough understanding of the AML framework including AML/CTF/ABC requirements for HK
• Have good experience and knowledge of the corporate banking, institutional banking and global markets workflow
• Fluency in English and Cantonese is a must

Senior Manager Online & Mobile Banking Self Service Banking Resume Examples & Samples

• Supports of teammembers and Directors in the design and development of international online and mobile channel strategies and tactics primarily focusing on enhancing the customer experience, revenue generation (sales) and creating efficiencies. The incumbent is accomplishes this by
• Leading the development of the online and mobile channel roadmap and the build out of new functionalities and capabilities for the channels
• Business Lead for the development of business requirements documentation (i.e. business case and high level business requirements) reflecting the business needs of the channels
• Proactively identifies opportunities for IB self-Service Bnaking channels and product teams to work together, leveraging on joint projects to ensure a focused delivery to the field
• Review, prioritise and respond to enquiries/complaints/requests for information from Country Management, IB Partners, Centre Heads and internal and external contacts. Act as SME for the online and mobile channel and consult with other IB partners on projects / initiatives to provide support, as requested or directed by
• Sound working knowledge of technologies supporting electronic banking channels
• Familiriaty of International Banking business and the status, capabilities and trends occurring within Online and Mobile industries and electronic banking communities
• Excellent communicaation skills and the ability to successfully engender a participative process across a culturally diverse group of internal and external business support partners and Country Heads
• Initiative, forward thinking, creative, problem solving skills with the ability to create or stimulate customer-focussed strategies
• Proficient in MS office, particularly spreadsheet/presentation tools (e.g. Excel, PowerPoint)
• Experience owning and managing online and mobile channels initiatives from a transactions, sales and/or service capacity
• Proven ability to lead and manage multiple projects with tight and conflicting deadlines - fast paced, dynamic work environment
• Excellent verbal and written communication in Spanish is a desired asset, but not a requirement

Manager Online & Mobile Banking Self Service Banking Resume Examples & Samples

• Supporting the development of the online and mobile channel roadmap and the build out of new functionalities and capabilities for the channels
• Developing business requirements documentation reflecting the business needs of the online/mobile channels
• Supporting the estimation process of costs and benefits to the Bank for specific projects by participating in the preparation of business cases that impact the online/mobile channels, especially as related to capacity and efficiencies
• Implementing online and mobile channel initiatives and operational processes required for the functionalities
• Identifying opportunities for IB Self-Service Banking and other teams to work together, leveraging on joint projects to ensure a focused delivery to international markets
• Escalating issues / obstacles / trends to Sr. Managers as appropriate with recommendations and solutions
• Day-to-day management of the online/mobile channel with the aim of maximizing a sustained benefit from strategic initiatives. The incumbent accomplishes this by
• In collaboration with Technology, continuously monitoring the online and mobile customer experience to ensure it meets customer needs, by identifying, prioritizing and resolving incidents reported by the contact centre and other first line support teams
• Assuming a gate keeping role on cross-functional teams to manage the implementation of ongoing channel enhancements into the International Market place
• Assist in the development and ongoing improvement of a divisional governance model including internal processes and documentation, Service Level Agreement (SLA), new products and services planning and implementation, roles and responsibilities, and incident management
• People skills and leadership
• Strong team player with excellent interpersonal skills as the incumbent will need to communicate well with all members within the department
• Leverage available resources in a manner that maximizes performance and productivity within the Team
• Knowledge of Online and Mobile Banking is essential, along with the ability to collaborate effectively with others
• Sound working knowledge of technologies supporting electronic banking channels - core banking, satellite sytems, product basics etc
• Strong initiative, forward thinking and creative problem solving skills with the ability to create or stimulate customer focused strategies

Senior Manager Global Banking & Markets Taxation Resume Examples & Samples

• Assist in obtaining advice from external advisors and reviewing such advice for purposes of determining general, operational, reputational related tax risks, and also for purposes of developing guidelines
• Assist Global Banking and Markets business lines and securities operations groups in understanding and complying with foreign jurisdictions' tax rules as modified by tax treaties, and as appropriate, for cross-border transactions
• A developed knowledge of (i) Canadian international tax and capital markets related tax rules, and (ii) Canadian anti-avoidance rules as relevant to capital markets
• Ability to research Canadian, international, and capital markets related tax issues and communicate findings from such research to other in the Bank
• Ability to communicate complex concepts to non technical executives and others
• Ability to speak Spanish an asset

Fair & Responsible Banking Resume Examples & Samples

• Conduct surveillance of fair and responsible banking risk data, such as lending performance and customer complaints, and make analysis-based recommendations on mitigating risks
• Proactively works with assigned business units to identify and assess the compliance risks associated with business activities, ensuring alignment with the corporate compliance risk framework, including
• Advising LOBs on compliance risks and controls and key risk indicators
• Advising LOBs on compliance risks related to new products and/or services and business initiatives
• Advising LOBs on compliance risks related to outsourced third party activities
• Provide role specific compliance risk training, as needed, to assigned business units to enhance organizational understanding of compliance risk, risk identification processes and control design and management processes
• Develop and recommends for approval policies, standards, procedures and guidelines to comply with corporate risk appetites, tolerances and policies
• Monitor and assess new or amended legal and regulatory requirements as they relate to the line of business both domestically and internationally (where applicable). Accountable for ensuring that policies & procedures and associated Risk Management programs are consistent with current applicable rules, regulations and laws
• Analyze and provide feedback around risks associated with the offering of new and/or enhanced products, services, processes, business initiatives and outsourced third party activities
• Responsible for proactively anticipating and responding to changes in regulations, rules and/or laws; assessing the impact of any change to the line of business areas and assisting them in responding to such changes
• Provide input and guidance to ensure that policies and procedures and associated compliance and compliance risk programs are consistent with current applicable banking and securities rules, regulations, and laws
• Develop and maintain positive working relationships with internal clients, staff, peers, and LOB senior management
• Maintain relationships with industry peers and regulatory bodies
• Escalates promptly to appropriate senior management or appropriate risk committee any material breaches of applicable laws, rules, policies or standards with actual or potential compliance risk impact, and necessary correction action
• Acts as Compliance Risk Subject Matter Expert on assigned Subcommittees and/or Working Groups
• Conducts review and challenge activities and escalation, including independent testing as required
• Provides advice on 2nd LOD requirements related to the Governance, Risk & Compliance application and Risk Assessment Processes
• Undergraduate degree is required. An advanced degree is desired and would be plus
• Minimum of 3 years of relevant industry and professional experience. Experience as a financial services regulator would be plus
• Possess CRCM designation or capability to obtain it within one year of employment
• Experience working with laws, rules and regulations relating to fair and responsible banking, including but not limited to fair lending, consumer banking and lending processes. Strong fair lending experience is preferred
• Strong leadership and relationship management skills including the ability to lead up and across the organization is desired
• Possess high ethical standards
• Ability to effectively communicate to lines of businesses and senior management, both in writing and verbally

Global Banking & Markets Resume Examples & Samples

• 2-3 years of banking experience in a corporate underwriting, leveraged finance, or client management role
• Leadership, initiative and resourcefulness
• Strong knowledge of capital markets
• Strong work ethic and intellectual curiosity
• Teamwork orientation
• Ability to manage multiple complex tasks simultaneously
• Dedication to building a career in financial services
• Maintains and monitors Managers calendar of ‘scheduled appointments’, or upcoming events and matters requiring immediate attention. Coordinates agendas, and dispatches meeting invitations and agendas to attendees, books meeting rooms and arranges for IT resources and refreshments in support of a smooth and efficient meeting facilitation. Arranges travel arrangements and maintains travel expense account
• Prepares and dispatches outgoing mail, interfaces with selected couriers to ensure packages have been delivered within established timeframes. Maintains a central e-mail Global Address list and ensures all staff receive e-mail communications. Screens telephone calls and responds to routine and moderately complex inquiries
• Logs, verifies, and monitors departmental expenses and develops and maintains an efficient diary and filing system to ensure reports, correspondence and financial documentation are maintained and readily available. Establishes and maintains organized electronic filing systems to ensure that business and operational reports, forms, and other business documentation are readily available
• Manages an inventory of office resources in accordance with demand management guidelines to ensure adequate suppliers are available, and for coordinating physical resources requirements for incoming/outgoing staff and contractors
• Interfaces with premises and building maintenance relative to relocation, office planning and furniture requirements, to minimize interruptions to business operations
• Performs back-up function for other administrative staff during vacation or other absences to ensure that administrative support is provided on an ongoing basis
• Prepares standard correspondence, reports and presentations ensuring completed material is produced in a timely manner
• Acts as a communication channel for organization centric communications such as communications boards, email distributions to facilitate timely and effective communications to staff. Responds to inquiries on the department’s behalf, or escalates related matters as appropriate
• Develops relationships with senior managers, and externally, to support intra-group coordination while carrying out accountabilities
• Receives and distributes financial reports (HGL & EDR) and produces monthly/quarterly reports for budget/expense control. Performs budget forecast/variance analysis in support of maintaining expenses within budget
• Acts as a conduit for the efficient flow of invoice processing for payment in adherence with division processes and processing guidelines, and vendor agreements
• Administers a timekeeping system in adherence with reporting guidelines to ensure that staff members are aligned appropriately to their reporting units and with correct resource coding
• Processes and tracks overtime and on-call claims in adherence to bank and/or divisional policy to ensure timely payroll processing and performs budget tracking and reconciliation
• Requires minimum of 3-5 years experience in an administrative/professional support function in a fast paced environment
• Post-Secondary education in a related field. Other professional related training and development to keep skills current, including office productivity software, and related products
• Solid level of knowledge of bank financial processing standards, and key business processes
• Very good general business knowledge and specific understanding of the organizational unit, its functions and products and customer groups
• Very good understanding of processes, policies and procedures required for providing support to the business unit
• Basic level knowledge of financial and accounting principles, and human resources policy
• Very proficient at secretarial and administrative tasks
• Detail oriented, well organized, and able to manage time and multi-task to accomplish a variety of tasks, sometimes with conflicting priorities and timelines
• Ability to prepare reports and presentations, with guidance and upon receipt of moderate amounts of business information
• Intermediate level PC skills (MS Office: Excel, Word, PowerPoint, Outlook, web browsers)
• Well-developed communication skills, both written and verbal
• Proficient at managing multi-line phone system and ability to direct calls in a prioritized manner
• Ability to deal with clients in a professional and courteous manner, and to develop professional working relationships
• Ability to use knowledge of the organization and the supported business unit’s uniqueness, to carry out accountabilities
• Ability to work both independently, as well as contribute to the cohesion of a team
• Ability to deal with confidential materials in an appropriate manner

Essential Banking Director Resume Examples & Samples

• Accountable for the delivery of excellent customer interaction with a focus on delivering a great customer experience and maximising revenue potential through our outsourcing partners
• Define and deliver strategies to increase customer satisfaction and single contact resolution through effective process management. This includes managing the relationships with key stakeholders across the business to influence and deliver desired results to enhance the Customer Experience
• Clear vision to lead, motivate, appraise and develop direct reports ensuring they are equipped to meet objectives through coaching, training and management development plans. Deliver operational performance goals and objectives through direct/indirect reports
• Build relationships and team working between SkyBranch teams especially Heads of Contact Centres to promote delivery of goals through exchange of best practice etc
• Develop and implement customer propositions and initiatives that will drive an increase in customer satisfaction

Director Mobile Banking Solutions Resume Examples & Samples

• Ensure optimal availability and reliability of assigned applications and define and implement new/enhanced solutions to meet help the business lines in meeting their objectives
• Providing technological solutions to resolve highly complex, multifaceted problems
• Setting performance expectations, monitoring performance and providing feedback, both informal and via the performance appraisal process
• Providing counseling, coaching and arranging for formal training
• Recruiting qualified staff for application development-related positions
• Partners with the management team of Information Technology and Solutions departments translating their business strategies/requirements into technical requirements to meet identified needs and selects appropriate solutions that deliver required business benefits and IT objectives in area of expertise
• Keeps abreast of emerging and future trends, best practices and benchmarking in IT solutions in respect to Systems Development's applications and related architecture requirements
• Acts as agent of change
• Ensures the timely development and/or implementation of solutions. Interprets, applies and monitors return on parameters and performance indicators for all new initiatives supported by the area. Interprets and implements a continuous improvement process for production issues to ensure the effective and timely resolution of problems and knowledge transfer
• Operates as delivery manager for assigned major project(s) with end-to-end responsibility including the definition of requirements to meet business benefits, assessment and management of risk, overall management of project costs, schedule, activities, quality and contract negotiations
• Informs staff of current and emerging technologies and their potential application in supporting the Bank's business objectives
• Updates and maintains own technical knowledge, identifies and addresses areas for personal development in order to provide a high level of technical advice and guidance
• Develops staff's capability to exploit technology and develop skills and expertise to meet current and future business needs by interpreting and applying the strategy, tools and processes developed at Department level
• Transfers subject matter expertise to other IT practitioners where appropriate
• Identifies and pursues opportunities to enhance breadth/depth of expertise and knowledge and proactively applies learning on-the-job
• Actively interprets short and long-term IT strategies with particular reference to the defined area of responsibility
• Develops and manages section's business plan consistent with IT's strategy, values and policies and the strategy of business partners
• Uses multiple strategies to attract, retain and motivate the highest caliber of IT staff and builds a cohesive team with a shared vision
• Systems knowledge (existing systems and new technologies)
• Mobile Systems knowledge (new emerging technologies)
• Proven architectural knowledge of mobility technologies
• Governance experience managing disparate workgroups
• Business knowledge (understanding of vision, financial objectives/how business functions and core processes interact/the strategic importance of projects, how they relate to Scotiabank's goals, how projects interact/impact of change and/or delays in projects)
• Process knowledge (scheduling/resource allocation/risk management/systems design)
• Project Management of highly complex technology projects using Agile/Scrum
• Vendor Management including contract negotiations and managing outsourcers
• Management experience of offshore resources

Banking Services Rep Resume Examples & Samples

• Complete assigned work tasks, and support department production activities as needed
• Investigate and resolve routine research requests submitted by internal/ external customers
• Maintain department filing and retrieval system for key documents
• Interface effectively with Payment Services staff, and all other company personnel
• Accept and respond to routine incoming calls related to department tasks
• Maintain tracking reports on assigned department processes
• Cross-train other employees on assigned job process
• Perform special projects as required
• Excellent interpersonal, organizational, problem solving and communication skills
• Able to project positive and professional attitude and have the ability to adapt to a changing industry and dynamic work environment
• Proficiency in Excel is required; Access knowledge desired
• Must be able to work well in changing and high pressure situations
• Demonstrated attention to detail oriented work tasks
• Excellent math and spelling skills: adding, subtracting, multiplication, division, alphabetical filing and retrieval
• Familiarity with general bookkeeping procedures; auditing and balancing spreadsheet figures
• Ability to accurately complete work as assigned within identified time frame
• Work well with others – act as a team player to the immediate work group
• Ability to work with minimum supervision

Global Banking & Markets, Banking Resume Examples & Samples

• Bachelor’s degree with graduation on or before June 2016
• Have a minimum of a 3.2 cumulative GPA
• Be available to undertake the travel required for this role, i.e. relocate based upon placement opportunities
• Have consistently achieved objectives set for you and taken action to improve your own performance
• Have worked collaboratively with other colleagues, supporting them when possible

Manager, Banking & Capital Markets Resume Examples & Samples

• Support our leaders in the delivery of advisory and risk engagements for banks, superannuation funds, asset managers, corporate treasuries and commodity exposed companies
• Build valuable relationships with clients and other EY colleagues in other service offerings
• Build upon your already strong capabilities, through challenging engagements and working with senior mentors and talented colleagues
• Assist in the development and delivery of thought leadership material
• Work effectively as a team member managing the delivery of engagements, sharing responsibility, providing support, maintaining communication and mentoring consultants and senior consultants
• Establish a client coverage base and regularlay meet with clients to discuss general sector themes, specific opportunities or executing mandates
• Work closely with the senior sector bankers, country coverage and product colleagues to generate origination leads
• Undertake research and monitor developments/trends in the assigne sub-verticals
• Contribute toward the origination and execution of deal mandates
• Prepares clients visits, marketing presentations, Information Memoranda and other transaction documentation
• Develop sector analysis and comp database
• Prepare materials for client and internal presentations
• Liaise in particular with relevant sector, coverage and product colleagues across the Bank and with external sector specialists
• Identify and capture profitable business opportunities

Core Banking Development Specialist Resume Examples & Samples

• Business networking implementation
• Provide final Level support on implemented solutions
• Provide 3rd level support for platform based solutions under purview before final escalation to vendor/OEM
• Ensure compliance of team members with all change management, SDLC and Standard Operating Procedures (SOPs) in the support of existing functionality, requested changes, projects, and in the development of new functionalities
• Contribute to research goals and build on and refine appropriate outline ideas for the evaluation, development, demonstration and implementation of research
• Cultivate, disseminate, and enforce functional policies, procedures, and quality assurance best practices
• Identify and manage the resources necessary for all stages (planning, design estimation, execution) of systems development projects to ensure technical, financial and quality targets are met
• Monitor and report on the progress of systems development projects, using appropriate quality assurance processes to ensure that projects are carried out in accordance with agreed standards, methods and procedures
• Finacle scripting across FIN 7 & 10
• Finacle Integrator (FI) competency and understanding (setup, integration, extension)
• SQL Queries - Inner Outer Joins, Group By, Having
• Stored Procedures
• Ability to communicate ideas in both technical and user-friendly language
• Development, customization and implementation of software solutions
• Strong customer service skills and demonstrated ability to build professional relationships
• Excellent knowledge of programming / systems analysis, as well as quality assurance, prototyping, construction, integration, and migration functions
• Full lifecycle experience in architecting large scale scalable applications
• Systems development management (DLMG L6)
• Team Foundation Server for SDLC Management
• Software development process improvement(SPIM L6)
• Methods and tools (METL L5)
• Systems design (DESN L4)
• Solutions architecture (ARCH L5)
• Process Integration (PIN L4)
• Innovation (INOV L5)
• Research (RSCH L3)
• Technical Specialism (TECH L4)
• C descendant Languages: ASP and/or C++ and/or C#, XML and/or REST, Web Services
• Programming/software development (PROG L5)
• Business Analysis (BUAN L4)
• Application Support (ASUP L5)
• Release and deployment (RELM L4)
• Change implementation & management (CIPM L4)
• Problem management (PBMG L4)
• Emerging technology monitoring (EMRG L5)

Global Banking, Global Graduate Programme Resume Examples & Samples

• MBA/BA/BS, all majors are considered, concentration in finance or economics a plus
• Have an understanding of the investment banking industry
• Must be in senior year, graduating between December 2015 and June 2016
• Undergraduate degree: minimum 3.2 cumulative overall GPA (or overseas equivalency)
• A second language is highly preferred (French/Spanish/Portuguese)
• Have self-awareness with the confidence to work independently and take responsibility for your own development

COE Director, Banking & Capital Markets Resume Examples & Samples

• Leading technology, controls and data assurance work on global audits and advisory projects
• Lead or support client targeting including the development of key client relationships
• Support the development of methods to respond to client problems
• Direct the day to day activities of parts of our team, contributing to the internal development and coaching of people within our team
• Experience in auditing IT systems of banks or professional services firms
• Knowledge of evaluating technology that supports financial & operational systems and related business processes
• A proven track record of experience in the areas described above from either a big 4 practice, consulting or from within the Financial Services sector
• Client relationship-building and management skills
• A strong personal network and the ability to play a significant role in the development of new business
• Experience managing a team and developing team members
• The ability to lead and work successfully in and across teams
• The ability to manage across multiple complex projects
• Strong verbal, presentation and report writing skills
• Computer Science or Accounting & Business Administration degree, or similar
• ACA and/or Certified Information Systems Auditor (CISA) qualification, or equivalent
• Flexibility to travel within UK and overseas

Manager Banking, Wealth Management UK Resume Examples & Samples

• Input and assist in preparation of Banking Business Plan and Budgets
• Review and make recommendation for changes to service/fee scales
• Assist Segment Heads in sales campaigns and projects relating to Banking
• Extensive track record of Banking/Wealth Management experience
• Thorough understanding of the wealth management business with particular focus on banking activities
• Proven team leadership and people management skills
• Proven business development ability
• High level of understanding of core products and services - thorough understanding of regulatory requirements/bank poilcies in respect of Banking activities
• Excellent communicator, both written and verbal, with an ability to negotiate and motivate others
• Self motivated with ability to work on own initiative
• Good organisational skills with the ability to work to tight deadlines and prioritise
• Solutions driven, creative and good problem solver

Senior Manager Intl Banking Contact Center Performance & Efficiency Resume Examples & Samples

• Maintain a perspective on IB Contact Center customer experience results, productivity & sales performance management strategic imperatives for the Division and critical actions to be taken to drive and improve performance. Monitor all relevant performance metrics (service and sales, inbound and outbound) results & trends. Maintain a perspective on the Latin America, Central America & Caribbean regions including root causes for under or over performance
• Effectively leverages resources (Speech Analytics, SQM, WFM) to monitor call-type patterns and isolate developing trends, identifying opportunities for procedural changes within the operation as well as cross-functionally with other departments, to increase productivity. Drive process improvement initiatives focused on call deflection and increased first call resolution
• Creates business decision able reporting, highlighting trends and issues seen in the productivity rates, process variation and output efficiency, operational support effectiveness and consistency
• Effectively identify and formulate strategy to drive sustained and continued meeting of quality, productivity & sales objectives, recognizing areas of improvement and opportunities for increased sales productivity, cost reduction, enhanced customer experience and operational efficiencies
• Supports and guides continuous improvement of Operation Support functions (i.e. WFM, Speech Analytics) through refinement of support processes and methodologies (i.e. planning and scheduling) utilizing industry best practices
• Liaises with other departments on projects as assigned and/or workflow processes that exist between groups, to ensure WFM Coordination is represented and to maintain procedural flow that functions homogeneously for all groups
• Monitor changes implemented by the Site’s Centre line management to assist in evaluating the impact of change. Make recommendations for change/improvement where appropriate. Involved with project management support for some change initiatives
• Ensure up to date on current best practices regarding resource planning, workforce and continuous process improvement strategies for implementation in the IBCC sites
• 5+ years in a call centre/contact centre industry with extensive experience working with systems & workforce management tools
• Process improvement background with certification in Six Sigma / Lean
• Experience as a contact center leader responsible for operational KPIs
• Strong technical aptitude and experience working with reporting software tools and database creation
• Exceptional interpersonal and communication skills, both written and oral with demonstrated expertise in interacting effectively with all levels of management
• Strong supervisory, organizational and project management skills with a proven ability to re-design and implement new procedures, processes and strategies
• Exposure to strategic planning and the ability to develop forward thinking plans to improve centre performance
• Bilingual (Spanish / English) a strong asset

Pa-banking Resume Examples & Samples

• Delivering effective comprehensive secretarial and administrative support to Senior Coverage and Strategic Advisory Bankers/ManCom/MD/D and others
• Proactive in planning/organising own workload with limited guidance/supervision
• Good working knowledge of the business area and of bank
• Receive, record, file and/or distribute correspondence appropriately
• Prepare and format documents as requested, according to established standards and branding guidelines
• Dealing with all tasks in a timely and efficient manner eg drafting correspondence, diary, travel, expenses
• Responsive and professional telephone answering skills (clear and articulate communicator) Ability to record detailed and accurate messages
• Take ownership of basic enquiries resolving, escalating or identifying alternative contacts as appropriate
• Update diary arrangements, disseminating the information as necessary, to ensure the diary is accurate and up to date. Ability to multi-task and prioritise/re-prioritise
• Co-ordinate arrangements (eg travel, meetings, couriers) ensuring all related bookings/paperwork are completed and communicated using knowledge of geography to support arrangements across multiple time zones
• Anticipate and organise documents on a frequent and proactive basis, eg papers for meetings and travel requirements such as currency, tickets and visas
• Review and agree workload on a weekly or more infrequent basis as appropriate
• Provide cover as appropriate, working collaboratively with other team members
• Dealing with invoices, completing expense claims, maintaining client information etc
• Build and maintain effective team and client relationships
• Ensure deadlines are met through management of own time, delivering accurate and timely work (alerting Secretarial Team Leader/Banker to any conflicting deadlines)

AML Avp-global Banking & Markets Resume Examples & Samples

• Be responsible for the implementation and the maintenance of the AML program for the global banking & markets business
• Identify any key problems related to AML, economic sanctions and terrorist financing and provide relevant solutions
• Have at least 5+ years of relevant experience within the Compliance space
• Have sound knowledge and experience within either Global Banking & Markets space
• Have good AML knowledge within the financial services industry
• Preferrably be qualified in ICA or ACAMS
• Be proficient in English and Cantonese

Electronic Banking Resume Examples & Samples

• 10+ years of in-depth banking experience with at least three full cycles in SDLC in leader/manager role for electronic banking application development projects; in-depth understanding, practice, and governance of SDLC processes is a must
• Solid experiences and expertise in electronic banking system architecture and solution with modern platforms and technology such as J2EE
• Proven track records in managing and delivering complex projects/programs in a cross applications, cross-business, multi-country environment – Asia Pacific experience is most preferable
• Knowledge and working experience in institutional financial services, specifically with the Cash Management and Channels Delivery
• In-depth knowledge and practice of project management for banking system delivery, compliance and regulatory requirements
• Strong interpersonal skills in stakeholders management
• Management experience in application development outsourcing and managing offshore team for application development and quality control
• Strong leadership and candid attitude and an positive team player
• Hands-on technical experiences in Operating System, Database (Oracle, SQL server, Sybase), C/C++, Java, TIBCO, MQseries, etc

Manager Everyday Banking Loyalty Resume Examples & Samples

• End to end ownership and accountability for the TD Music Access Program and partner relationship
• Accountable for working with all EDB teams to help develop long term loyalty strategy/program for our Debit business
• Identify and assess new revenue opportunities
• Enabling speed to market and client satisfaction / loyalty
• Responsible for providing research insights for continuous evolution of the integrated EDB strategy that includes chequing portfolio, money movement products, direct channels, as well as the overall Payments and Digital Channel view
• Proactively research and have understanding of industry trends and innovations that represents both threats and opportunities to the EDB strategy and business model
• In collaboration with key partners, drives incremental revenue growth through client-centric strategies built on deep consumer insights, data/analysis and differentiated value propositions
• Accountable to develop required business cases and financial performance assessment to measure success and support strategic recommendations & roadmap
• Responsible for developing and ongoing monitoring of key metrics to establish goals and measure success end to end (financials and non-financials) of proposed and approved initiatives
• Apply a continuous improvement approach to deliver ongoing effectiveness and efficiency while driving innovation and knowledge management
• Exceptional execution skills – ability to drive large scale initiatives forward
• Previous retail (branch), marketing experience and/or loyalty experience will be an asset to help define robust tactics and strategies
• Strategic mindset and vision of the future of Everyday Banking business
• Recognized as an internal expert on product innovation and disruptive technologies
• Previous consulting or relevant product development / innovation experience is an asset
• Strong analytical, problem-solving, and technical skills with an ability to deliver actionable recommendations and resolve issues in a timely manner
• Strong communication and impact and influence skills and an ability to manage partners and stakeholders
• Strong innovative mindset with proven execution skills
• Leadership by example in teamwork, cross unit cooperation and information sharing and ability to get things done through others
• Flexibility to adapt and manage within a dynamic business environment
• Enthusiastic self-starter with ability to prioritize and multi-task, working both independently and within a team environment

Latam Smart Banking Resume Examples & Samples

• Thinks like an owner, P&L focused. Drives results against goals by determining and communicating key priorities and ensuring resources are properly aligned
• Proved ability to create support and buy-in across a wide range of stakeholders and to create a strong network of relationships among peers, internal partners, external constituencies, decision makers and stakeholders
• Ability to lead, motivate and influence others
• Collaborative; able to navigate in a high matrix structure and drive results through common/shared objectives
• Excellent interpersonal, communication and influencing skills at all levels
• High level of energy, enthusiasm and motivation; a franchise thinker
• Promotes a culture of collaboration and teamwork across organizational boundaries; willing to break down functional silos to optimize business results and encourage the overall growth of the Retail Bank franchise
• Sound decision making, while able to agreeably present another viewpoint
• Able to work effectively with ambiguity; demonstrates a flexible approach and resilience to set-backs; has successfully driven operating and culture change in the past
• Excellent written and verbal communications skills, able to convey complex issues and solutions in a simple and direct way and get buy-in from key stakeholders
• Minimum 10 years’ experience in banking/consumer financial services or relevant experience. Needs to include experience in a global/regional and/or multi-market role. Demonstrated cross-cultural operating acumen
• Excellent project management skills and experience in complex, matrix projects
• Successful record in setting business strategy and implementation plans, either within a large geographically dispersed area or country
• Ability to assess and analyze business and financial impact of proposed initiatives and recommend appropriate action. Able to assess the operational implication
• Strong financial and analytical skills and ability to quickly assimilate complex information
• Strong analytic, project and process management skills; able to juggle multiple projects at one time
• Spanish – must & Portuguese-preferably
• MBA or advance Financial related degree preferred

Shared Services & Banking OPS Resume Examples & Samples

• Bachelor?s Degree
• Strong analytical, organizational, and verbal and written communication skills
• Proven ability to work efficiently and accurately under pressure in a fast paced multi-tasking environment
• Proactive and self-motivated
• Strong Microsoft Excel and Word skills
• Strong IT skills and proficiency with Microsoft Office applications (particularly Excel)
• Strong settlement product knowledge (FID, Equity & FX)
• Experience in Fixed Income Derivatives, Foreign Exchange, settlements, cash management, funding, stock loan, Treasury risk management, regulatory is desired
• Acting as an escalation point for payment issues with internal/external parties
• Ensuring that time sensitive cash wires are released in accordance to global currency cutoff periods
• Acting as a process owner and being accountable for all outstanding items
• Developing and improving existing processes and reporting
• Working as part of the global settlements team to assist with development, testing & implementation of internal system changes
• Managing High Risk payment release for manual cash wires

Cib-latam Banking P&A VP São Paulo Resume Examples & Samples

• Experience in planning, forecasting, budgeting (P&A role)
• Ability to work across senior levels of the organization in a leadership role
• Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, manage multiple tasks simultaneously
• Strong quantitative and analytic skills, confidence with finance and accounting concepts, understanding of financial statements
• Strong proficiency with Excel and Powerpoint required, proficiency with PitchPro preferred

Head of FCC Global Banking Resume Examples & Samples

• Global Banking and Markets (BANKING) – Oversees AML Compliance for all Global Banking and Markets Lines of business within the U.S. These lines of business provide products/services to financial institutions, corporates, commercial clients and individuals with significant global financial needs. Transactions can be complex and involve significant dollar amounts. The segments within BANKING include treasury (investments and trading), foreign exchange, commodities and securities trading and underwriting activities. In addition, the team covers Corporate Trust and Loan Agency, HSBC Securities Services (hedge fund administration), Corporate Commercial Banking (Multinational Corporations), and Global Asset Management who offers clients a range of developed and emerging market investment capabilities including equity, fixed income, liquidity and alternative strategies. Significant collaboration is required with multiple HSBC employees in other regions to successfully understand and mitigate AML risks
• Oversees a team of 5 employees
• Minimum of 10 years of AML Compliance experience within a global financial institution, or equivalent
• Very strong relationship building, networking, managerial, and communication skills required
• Deep knowledge of capital markets and other business lines within complex financial services organizations
• Extensive knowledge of AML regulations and risk identification capabilities is required (i.e. risk of client composition, markets and geographies served, products and services offered)
• Proven ability to accomplish high level objectives in the context of annual business and AML Compliance plans
• Proven ability to work in a highly regulated, demanding, and changing environment

FCC Wholesale Banking Resume Examples & Samples

• Has the ability to act independently utilizing knowledge and information to pro-actively solve issues and deliver effective solutions in an efficient manner
• Minimum of 5 years of proven AML Compliance and Region/Line of Business experience within a global financial institution
• Very strong relationship building, networking, managerial, interpersonal, and communication skills required
• Deep knowledge of AML risks including those imposed by client composition, markets and geographies served, and products and services offered, etc
• Ability to work in a highly regulated, demanding and changing environment
• Wholesale Banking – Oversees FCC Compliance for all Wholesale Lines of business within the U.S. These lines of business provide products/services to financial institutions, corporates, commercial clients and individuals with significant global financial needs. Transactions can be complex and involve significant dollar amounts. Significant collaboration is required with multiple HSBC employees in other regions to successfully understand and mitigate FCC risks
• Position must be able to work effectively as part of a team to drive projects and deliverables. This position leads and provides support on larger and more complex projects and initiatives. This role has the authority and is expected to make client risk decisions of the highest complexity. The role has the ability to act independently utilizing knowledge and information to pro-actively solve issues and decision effective solutions in an efficient manner
• Minimum of 10 years of experience within a global financial institution working on FC related controls and infrastructure
• Minimum of a Bachelor’s degree in business; advanced degree preferred
• Extensive knowledge of FCC regulations and risk identification capabilities is required (i.e. risk of client composition, markets and geographies served, products and services offered)
• Proven ability to accomplish high level objectives in the context of annual business and FCC Compliance plans

FCC Wholesale Banking Markets Resume Examples & Samples

• Has the authority and is expected to make decisions regarding such matters as customer onboarding, account closures, detecting and escalating suspicious activity and any other AML or OFAC risks within the scope of the role. Escalates decisions in question, as appropriate
• Demonstrates a thorough understanding of policies and procedures pertaining to the role. Aware of what constitutes an effective control environment
• Possess a clear understanding of product offering within in the Markets business in order to provide effective FCC LCO advisory support
• Minimum of 8 to 10 years of Regulatory experience or proven AML Compliance or Region/Line of Business experience within a global financial institution
• Strong analytical, organizational and planning skills required
• Demonstrated knowledge in various broker/dealer financial products/instruments with front/middle office experience preferred with project management and change delivery experience
• Proven Ability to work in a highly regulated, demanding and changing environment
• Proficiency with personal computers, pertinent software packages, and mainframe systems

Senior Portfolio Manager, Enterprise Banking Resume Examples & Samples

• Accountable for underwriting and managing a portfolio of Left/Right Lead Arranger transactions in KBC
• Communicates and maintains active dialogue with agent bank, other lenders in the syndicate and the client
• Recommends capital structure and accumulates all data necessary to perform focused analysis
• Prepares prescreen memos in collaboration with Relationship Manager and, when appropriate, Syndications to be included initial discussions with the approving credit officer
• Manages approvals for amendments and waivers to credit facilities
• Ensures underwriting and structuring decisions reflect commitment to strong asset quality
• Coordinates with Syndications (when Key is Lead Arranger) and Agency Services in closing of credit facilities
• Monitors the financial performance of portfolio companies
• Acts as a value added member of deal teams with loan syndication, origination, and distribution for syndicated credits within the portfolio or for new prospects
• Identifies cross-selling opportunities based on understanding of the client’s business and elevates ideas to Relationship Manager
• Proactively assists Relationship Manager in development of marketing presentations and pitch books highlighting product solutions for client needs
• Ensure risk rating accuracy and compliance with Credit Policy
• College degree, with a preference for a major in Business/Accounting/Finance
• At least 5-7 years of commercial lending and portfolio management experience, with preference for experience working on syndicated transactions
• Domonstrated ability to lead through change

Portfolio Mgr, Enterprise Banking Resume Examples & Samples

• Accountable for underwriting syndicated loan opportunties in KCB
• Serves as the point person when underwriting credit transactions for the assigned portfolio and new clients
• Communicates and maintains active dialogue with agent bank, other lenders in syndicate and the client
• Accumulates all data necessary to perform focused analysis. Also, manages approvals for amendments and waivers to credit facilities, as well as monitors the financial performance of portfolio companies
• Prepares prescreen memos in collaboration with Relationship Manager and, when appropriate, Syndications to be included in initial discussions with the approving credit officer
• Spreads financial statements and sensitizes projection and cash flow models to demonstrate ability to meet financial covenants and repay indebtedness as agreed
• Reviews financial statements, projection models, project cash flow models and all other relevant financial and non-financial data to develop a concise focused analytical foundation for a credit decision
• Prepares thorough credit underwriting identifying industry concerns, market share trends, financial trends and other pertinent underwriting issues to present to the approving Credit Officer
• Obtains and negotiates all necessary documentation in partnership with Syndications, if applicable, and acceptable legal counsel including, all credit agreements, notes, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions
• Actively participates in client calling with Relationship Managers as well as conducts periodic independent site visits to assess management, business conditions and build rapport with accounts
• Monitors and reviews client reporting packages including compliance certificates, and disseminates to the syndicate as required
• Identifies potential problem accounts and works to improve the bank's position in undesirable situations
• Prepares analysis and write-ups for amendments, consents and waivers to existing credit documentation
• Manages completion of quarterly risk reviews and annual reviews of project loans
• Attend bank meetings and flagpole meetings
• Interacts with credit parters on approvals
• Responsible for accurate loan documentation prepared by acceptable outside counsel
• College degree with preference for a major in Business/Accounting/Finance
• At least 3-5 years of commercial lending and portfolio management experience, with preference for experience working on syndicated transactions
• Demonstrated ability to lead team through change
• Demonstrated high level of credit and financial acumen, team building skills, managerial skills, interpersonal skills and decision/solution effectiveness
• Demonstrated ability to structure and negotiate lending arrangements, understand fundamental loan documents, ability to negotiate and close lending arrangements
• Excellent client contact and relationship skills
• Effective verbal and written communication skills involving other lenders, clients and prospects
• Knowledge of other bank products (cash management, derivatives, syndication, leasing, foreign exchange, etc.)
• Familiarity with Microsoft Office products with strong Excel skills

Correspondent Banking Group Head Resume Examples & Samples

• Manage the overall performance of the Correspondent Banking Group (CBG)
• Deliver agreed business development budget for CBG
• Create and deliver 3 year strategic framework for the CBG business
• Identify new market and product opportunities for CBG
• Optimise resource deployment across client set
• Build exceptional relationships with clients at all levels
• Enhance the transactional profile of Citi within the Banks segment in Thailand
• Act as trusted advisor with clients, prospects and internal partners
• Build strong working relationships with key internal clients, product, client delivery and relationship teams
• Liaise with product management on new product developments
• Ensure Citi's reciprocity position is appropriate and fully optimised across each client
• Keep abreast of industry changes
• Monitor and understand competitor behaviour and strategies
• Ensure the business unit maintains the ethical standards contained in the Citigroup Code of Conduct
• Ensure the business unit adheres to firm policies and procedures, regulatory and legislative
• Responsible for monitoring and supervision of the business unit to ensure compliance with firm policies and procedures, regulatory and legislative requirements
• Responsible for ensuring the business unit is appropriately qualified, adequately trained and maintains its competence
• Sound knowledge of banking platforms, clearing streams, SWIFT, ERP and Treasury platforms
• Strong grasp of CBG product set as well as TTS products
• Well-developed understanding of correspondent banking payments and trade businesses
• Keen appreciation of Banks segment, in particular commercial banks
• Working knowledge of Corporate Policies and identification of potential issues to be addressed
• Demonstrated access and relationships with key personnel in the banks/client group
• The ability to work closely with product managers, coverage, and risk teams to structure deals for our clients
• Ability to manage cross-county/cross-region communication effectively
• Track and monitor P&L for the business and forecast positive vs. negative trends and manage new revenue pipeline accordingly
• Extensive people management experience across diverse roles, experience and levels
• Proven leadership attributes
• High proficiency of communication skills, both written and verbal
• Strong work ethic, positive attitude and willingness to set an example
• Excellent presentation skills
• Strong interpersonal/influencing/negotiation skills
• Organisational savvy and professionalism
• Undergraduate degree in finance or other commercial discipline
• Formal sales training ideal
• 5 years in professional banking/financial services environment
• Minimum 2 years of experience with banks or financial institutions clients

CIB Banking Resume Examples & Samples

• Participate on and lead audit engagements from planning to reporting and produce quality deliverables to both department and professional standards
• Partner with colleagues and stakeholders to evaluate, test and report on the adequacy and effectiveness of management controls
• Communicate audit findings to management and identify opportunities for improvement in the design and effectiveness of key controls
• Build and maintain key relationships with stakeholders, establishing a culture of engagement whilst adding value
• Implement and execute an effective program of continuous auditing for assigned areas, including monitoring of key metrics to identify control issues and adverse trends
• Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
• Stay up-to-date with evolving industry and regulatory changes impacting the business
• Travel to overseas business locations may be required. While the amount of travel will vary depending upon business need, no more than approximately 20 per cent should be anticipated
• Education to degree standard is preferable, as is a relevant professional qualification. All relevant educational, business or accounting qualifications will be taken into account
• Minimum 8 years of audit or relevant business experience
• Knowledge and preferably experience of Investment Banking (M&A, ECM, DCM), and/or Global Trade and Loan products, ideally from an audit or risk perspective
• In-depth understating of audit practices and methodologies, including risk assessment and a solid understanding of internal control concepts
• The ability to work effectively within a team
• Strong analytical skills particularly in regard to assessing the probability and impact of a control weakness
• Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a persuasive manner
• Enthusiastic, self motivated, effective under pressure and willing to take personal risk and accountability
• Proven ability to build strong relationships with key stakeholders, desire to learn quickly, be flexible and think strategically
• Proven ability to multitask as well as assess and change priorities
• Self motivated audit professional who effectively analyses risk and proactively identifies issues
• Ability to work well individually, and in teams, share information, support colleagues and encourage participation
• Flexibility to travel as required
• *Any candidate not meeting ALL the requirements can be considered for an AVP, Senior Auditor role
• Product Program related: Product approval, coordination with various functions to ensure product is appropriately review and approved
• Banker/GMM coordination: Working with front office to develop a robust business plan and support in execution. Support bankers during client discussions , preparation of marketing materials , providing clarification of product features / rates etc
• Work closely with partners like treasury to actively manage the balance sheet
• Various other aspects connected to product management
• Any qualification relevant to the role

Latam Core Banking Products Head Resume Examples & Samples

• Enhancing bank’s income over traditional deposit earnings
• Lead and develop liability (deposits) strategy to work in-sync with investments and insurance
• Work with legal & compliance to deliver products and communications within the regulatory framework and current Citi policies
• Work with local GCB teams to consistently drive excellent product development/distribution and sales performance across Citi
• Align to the global third party alliance and partners agreements to complement the Citi product portfolio
• Contribute to develop a stronger more cohesive global approach to product portfolio development
• Work with the country GCB teams to ensure operational delivery of global product initiatives. (i.e. Global Debit Agreement with Mastercard)
• Portfolio Management: Responsible for developing the segment engagement model and defining the client interaction strategies leveraging on digital/remote channels as the main contact channel. Need to ensure all product and services offers are integrated into a client centric view and that there is focus on creating deepening opportunities based on customer needs and differentiation for the segment. Permanent interaction with the product, DM, sales and marketing teams is needed to ensure success on this aspect
• Oversee and lead development, implementation and coordination of consumer credit products strategy and business plans including time to market, economic and financial implications and competitive landscape
• Evaluate market & product value propositions following global guidelines of standardization, simplification and adopting global chassis to maintain go-to common
• Standardize delivery platforms for distributing credit effectively across the region
• Build strong customer processes to provide faster and more efficient customer responses
• Grow receivables for Revolving & Loans by aligning product initiatives and sales/distribution opportunities
• Achieve financial goals for revenues, expenses and credit. In addition, meet customer growth , market share and customer service goals
• Actively utilize product benchmarks to monitor business and credit objectives
• Ensures appropriate structures, roles and compensation plans at branch level to support the customer centricity model and new segmentation strategy
• Responsible for the design and implementation of the performance improvement programs
• Build talent for the businesses by focusing on development programs, pipeline management, cross border people movement, providing developmental and learning opportunities for high potential performers
• Leverage technology to deliver scale benefits across the region, build market leadership and provide an environment that facilitates innovation/digitization
• Manage external relationship with partners, regulators, industry players and TP networks
• Ensure high compliance and regulatory standards and permanent audit readiness
• Ensure a positive and committed team environment, sponsoring major Employee Satisfaction activities
• Results oriented approach and associated leadership skills
• Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
• Proven leadership ability with excellent interpersonal communication skills at all levels
• Strong execution skills
• Collaborative, team player and strong ability to lead and motivate teams
• Ability to work in a matrix environment
• Comfortable in working in multicultural environments
• High level of energy, enthusiasm and motivation
• Highly effective influencing skills
• Positive/can-do approach, embraces changes and communicates as own
• Substantial and multi-geographic experience in the consumer financial industry (15+ years)
• Background in customer propositions and Strong record of achievement in applying a customer mind-set to shape solutions and approaches to achieve financial goals
• Deep understanding of the current stakeholders, product and geography from the Latam Consumer perspective
• Strong financial and business analysis skills
• Proven experience with Compensation and Sales Performance Management solutions
• Successful record in setting business strategy and implementation plans, either within a large geographically dispersed area or nationally
• Master's Degree in Finance or related field
• Fluent in English and Spanish. Portuguese a plus
• Will have Matrix reporting from the product managers in the countries
• Ideal candidate will possess a relevant bachelor’s degree or equivalent qualification and have an excellent academic and professional record
• At least 1-2 years of extensive work experience in Real Estate corporate finance/M&A
• Excellent Microsoft Office skills (in particular Excel), excellent negotiation and communication skills, in addition to being able to coordinate due diligence processes and execution of transactions
• Strong leadership skills and the ability to coordinate large teams, including advisors across Europe
• Fluency in English – other European languages will be an advantage

Cib-banking Internship Resume Examples & Samples

• Good interpersonal and communication skills
• Strong numerical skills
• Advanced Excel and PowerPoint Skills
• Ability to organize and prioritize, and seek guidance in managing multiple priorities
• Desire to work in a dynamic and growing business in a key emerging market
• Graduation in June 2015 or later

Senior Manager, Wealth Banking Products Resume Examples & Samples

• Competitive products that meet client needs
• Sales support
• Product / process training
• Tools to facilitate client interactions
• Minimum 5 years of experience in a product management role, with a focus on product development and promotion
• Strong understanding of the Wealth advice based business
• In depth knowledge of TD Product Management
• Strong analytical/problem-solving skills
• Excellent verbal, written communication skills clear and concise direction in a positive and effective manner
• The aptitude and ability to deal with issues at a high (strategy) level as well as at a detailed, ‘hands-on’, production level
• Ability to manage and influence key stakeholders
• Aptitude to work both as part of a team and independently to complete tasks

Md-banking Resume Examples & Samples

• Coaches the team to safeguard our customers and business
• Attract, retain and develop top talent
• Create a culture of excellence and an environment that delivers an exceptional experience for both customers and employees
• Lead and develop staff aligned to customer segment and deploy resources to optimize team performance
• 5+ years proven experience coaching, recruiting and managing financial advisors at all levels
• Bachelor Degree required
• FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent), Life and Health required in addition to meeting FINRA

Branch Banking Resource Manager Resume Examples & Samples

• Partner with WFM, Finance , HR and Talent Acquisition to develop and recommend specific staffing strategies to achieve staffing targets and improved retention within Branch Banking
• Support Branch Banking end-to-end staffing process through management of requisition workflow and Talent Acquisition / Recruiting Partnership
• Responsible for scheduling completion, accuracy and adherence, serving as main point of contact for all branch scheduling initiatives and enhancements
• Partner with WFM Partners and Finance on all branch staffing model related initiatives and enhancements. Responsible for execution of Branch Banking end-to-end salary and FTE management
• Responsible for management of Branch Banking’s Float Pool Team, including, but not limited to: evaluating / enhancing the knowledge level of the team; ensuring strong partnership/open communication between branch and Float Pool Team; ensuring float teammates comply with branch policies/procedures, achieving established sales goals; develop strategies to enhance the level of service the team provides to the branch network
• Partner with HRBP, Teammate Readiness and Learning to support Branch Banking Executives in effectively developing and executing new hire onboarding
• Bachelors degree or a combination of education and work related experience
• Ability to influence without authority, offer creative problem solving techniques, strong leadership, team building and interpersonal techniques
• Proven ability to effectively communicate across a broad range of teammate levels (Executives – Branch Teammates)
• Strong skills in the area of problem resolution, ability to view problems, impacts and solutions from multiple lenses (company, client, and teammate)
• Significant analytic aptitude, ability to analyze data and formulate effective strategies and tactics to achieve company staffing and efficiency objectives
• Program management and advanced project management skills
• Excellent communication skills and ability to effectively present across varied audiences
• Broad understanding and working knowledge of branch banking
• Advanced Microsoft Excel and PowerPoint skills; Impact360 Scheduling Tool
• 10+ years Branch banking Branch Banking Management, Operations Management and Staffing/Workforce Management experience
• Branch Banking Senior Leadership experience
• Cross channel LOB experience
• Experience in process improvement

RM Team Leader, Signature Banking Resume Examples & Samples

• Delivering exceptional growth results in sales activity, revenue, productivity and profit
• Improving sales and referral performance
• Meet assigned AUA target and increasing AUA base of the teams/branch
• Prioritize initiatives to improve revenue and reduce costs
• Run your business to deliver outstanding results across all key dimensions – revenue growth, growth in loans, NPAT growth, customer acquisition, productivity
• To lift per person productivity through enhanced Wealth Advisory/ Sales team capabilities. 
• Manage the bottom line; including effective use of assets/resources
• In the absence of BM, manage the day to day operation of the branch
• Uphold high customer service and product delivery standard
• Plan, lead and control quality of services offered to customers
• Achieve a significant uplift in customer engagement and advocacy, manage customer issue resolution and create real customer value
• Understanding and meeting the needs of current and potential customers
• Encourage and reinforce customer retention
• Work closely with corporate banking team to identify new affluent customers
• Oversee daily activities and ensure individual and team compliance to ANZ policies and procedures
• Monitor and reinforce sales management processes, systems and tools on sales process, sales tracking, and capacity planning for sales and servicing
• Adhere to Bank’s compliance policy and ensure all transactions carried out are within the stipulated parameters of the Bank’s policy process flow
• Implementation of Sales Culture and associated tools and training
• Development of competency and training to all levels of staff
• Ensure performance plans are in place and executed for direct reports
• Ensure succession plans are in place for all staff at all levels

Head of Professional Banking Resume Examples & Samples

• Working with the Director, lead the project team to define the detailed product offering, risk appetite and identify the target demographic throughout the scoping and implementation phase of the project
• Lead the design and proposition development for the Bank's Professional Banking offering
• Ownership and accountability for the management, development and performance of the Bank's Professional Banking business
• Provide strategic input using market intelligence and experience to aide in shaping the Professional Banking proposition throughout the implementation and business as usual phases
• Working with the Director, develop and oversee the reporting of performance to key stakeholders including the Board and Executive Committee
• Acting as the key point of contact and ambassador for Professional Banking representing the bank at local, group and industry levels
• Manage an ongoing programme of change and enhancement ensuring the Bank's offering remains innovative and best in class within the professional banking segment

Americas Banking & Custody Head-svp / Dir Resume Examples & Samples

• Department Management – Monitors staff performance, provides appropriate coaching, recognition and feedback
• Key role in all product escalation management – both internal and client facing
• Serve as product generalist and respond to requests, issues, and questions
• Understanding both technical and business aspects of full product set
• 10+ years relevant experience in Banking (preferably Citi Banking)
• High degree of professionalism
• Proficient in MS Office and internet applications
• People management

Head Workplace Banking Resume Examples & Samples

• Workplace Banking: Centre Of Excellence
• Client and Peer Relationship Management
• Risk Management and Reporting
• Business Management

Director, TMT Banking Coverage Resume Examples & Samples

• Primary Global Account Owner (GAO) / Global Relationship Manager (GRM) responsibility for a US TMT portfolio of clients/prospects within Global Banking Sector Coverage Group. Strong client relationship management and marketing orientation. Work with Sector bankers and global CST (Client Service Team) to target GB&M clients and identify new business opportunities around the globe that can be developed to strengthen both our global HSBC relationship and US TMT franchise. Work pro-actively as Global Account Owner delivering against strategic HSBC themes, ensuring that US TMT sector/ business objectives are achieved, including originating ‘event-driven’, capital markets and ‘significant flow’ revenues for US TMT clients in the Americas and around the globe
• Develop a holistic understanding of clients needs, TMT sector dynamics and deliver innovative “high value” solutions across all product lines, gaining significant business and sustainable returns for the Group
• Build/develop and maintain ‘trusted advisor’ relationship and access at all key decision makers for assigned US TMT portfolio clients both in the US and around the globe
• Work to position HSBC for higher “value added” solicitations, enhancing the positive perception of HSBC amongst its existing portfolio clients, uptiering HSBC within the Bank Group, where appropriate and expertly managing risks/returns. In coordination with US and Global TMT Sector Head, target potential prospects within US for GB&M cross-sell and relationship development
• Co-ordinate origination and execution of ‘event-driven’, capital markets and/ or major ‘significant flow’ business. Own Client Plans for US TMT portfolio clients and deliver/exceed against these client plans, meeting/exceeding internal return hurdles. Become “top 3-5” bank, where possible
• Maintain the Global Banking US TMT franchise value/reputation in the market place
• Drive achievement against Client Plans, including annual new business goals/targets, revenue generation, product alignment, customer satisfaction and cost management
• Contribute to the building of a professional, pro-active, and performance-driven culture; assist with succession planning for the sector and/or region and participate in coaching schemes with US TMT junior bankers and global CST as appropriate. Strong team philosophy, supporting other US TMT members and CST as needed
• Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to specific customer needs that span geographical/product boundaries and regulatory environments. Be the key escalation point for any / all client relationship issues across HSBC Group
• Aggressively grow HSBC’s share of client wallet, pro-actively involving product specialists to ensure product capabilities are in line with client/sector requirements and client service expectations, drive idea generation, innovation and execution. Manage Client CST coverage teams pro-actively; understand HSBC “best in class” capabilities and local market dynamics to help win (more) business
• Coordinate with global TMT sector/advisory teams on global idea generation, leveraging resources in key regions, provide support for particular cross-border / domestic deals and ensure that all deals are completed both in a timely and effective manner
• Strong track record of building & developing relationships at Assistant Treasurer/Treasurer/CFO levels and including strategic interactions at Corporate Development/COO/CEO/Board Level, where appropriate
• Get up to speed quickly on designated client portfolio. Ability to develop a strategic relationship dialogue and “own” the client; develop “trusted advisor” relationship with key decision-makers within the client organization in the US and around the globe
• Willing to learn about the TMT sector; develop leading TMT insight and sector understanding/expertise
• Proven record of leading and motivating deal teams; motivating junior bankers, coordinating Client Service Teams, Relationship Manager activities in the US/Americas and around the globe
• Excellent knowledge of HSBC Group and products. Invest time / effort in developing a strong network of contacts across all business areas. Understand where innovation within HSBC is coming from, what are key country and product priorities
• Proven record of pro-actively originating and execution event driven business, capital markets and GTB flow business. Be highly responsive to client needs, meet/exceed client expectations
• FINRA Series 79

Rep, CS Banking Ops Resume Examples & Samples

• Combination of experience and
• Self-motivated and able
• Aptitude to handle irate/challenging callers

GBS Indonesia Partner Banking Resume Examples & Samples

• Own and manages a set of focus B&FM accounts in Indonesia with primary responsibility for customer relationship, sales and business development and secondary responsibility for account revenue and profit
• Develops relationships with key client stakeholders (e.g., CEO, CFO, CIO, COO, Board members) to become their trusted advisor
• Drives IBM dominance as trusted advisor to the Company’s top decision-makers
• Owns and manages opportunities in accounts covered to closure
• Takes overall responsibility for delivery outcomes in accounts covered
• Provides guidance and mentoring to GBS team working in the account(s), and drives a positive working environment and culture
• Drive business outcomes that make the client and IBM successful (mutual success)
• Earn client’s trust, starts with strong delivery to over-delivering in every client exchange
• Provide insight to manage client opportunities and needs (e.g., resourcing)
• Know first-hand the range of GBS and IBM offerings and capabilities that allow us to deliver superior outcomes to my client
• Developing a strong cross-brand network and day-to-day working relationships to deliver on my client’s needs like no other
• Know what can’t be said by others (compelling case for IBM)
• Previously served as a Partner or equivalent at another large consulting organization in a client engagement sales and delivery role
• Large, high-growth book of business managed at Strategic Accounts, High win-rate / sole-sourced deals, Diversity of activities at each account
• Strong Account Potential -Worked with Clients with long-term transformation agendas
• Deep Relationship Propensity -Worked with Client in a consulting / relationship-driven behaviors
• Robust Account Performance -Large, high-growth book of business with a High win-rate / sole-sourced deals
• Differentiated Competitive Positioning -Significant wallet share & Large, strategic contracts
• High degree of Spoken and Written Communication skills in English. Indonesian Bahasa speaker will have an advantage

Summer Student Online Mobile & ATM Banking Summer Student Resume Examples & Samples

• Supports the Managers, Sr. Managers and Directors in the design and development of international online and mobile channel strategies and tactics primarily focusing on business requirements writing, learning customer experience basics, learning business acceptance testing principles, understanding transactional capabilities, revenue generation (sales) and operational efficiencies. The incumbent accomplishes this by
• Supporting the development of the online and mobile channel roadmap, as directed, and help Manager and Senior Mangers the build out of new functionalities and capabilities for the channels
• Helps developing business requirements documentation reflecting the business needs of the online/mobile channels
• Supports the delivery of multi-country projects. The incumbent accomplishes this by
• Helps to implementing online and mobile channel initiatives and operational processes required for the functionalities
• Working with resources from cross functional areas of the Bank as necessary
• Learns channel strategies and consider all customer and staff implications and needs
• Learns to escalating issues / obstacles / trends to Managers, Sr. Managers as appropriate with recommendations/solutions
• In collaboration with Managers, Senior Managers, Directors and Technology to continuously monitoring the online and mobile customer experience to ensure it meets customer needs, by identifying, prioritizing and resolving incidents reported by the contact centre and other first line support teams
• Learns to understand customer service, operational and system problems are identified and solutions implemented by the appropriate departments
• Leverage available resources in a manner that maximizes performance and productivity within theTeam
• Maintain open lines of communication with business lines, countries and IB partners to create awareness of trends, competitive opportunities, etc
• Excellent communication skills and the ability to successfully engender a participative process across a culturally diverse group of internal and external business support partners
• Strong initiative, forward thinking and creative problem solving skills with the ability to create or stimulate simple strategies
• Business and / or equivalent undergraduate degree / work experience
• Project management, channel management or financial designations would be an asset
• MBA designation is considered an asset

Mtg Banking Off Ii-comm Devel Resume Examples & Samples

• Actively promote the Bank’s CRA, low-to-moderate, and minority lending efforts and generate residential mortgages in targeted areas
• Advise customer on the mortgage loan that is appropriate for their individual financial circumstances
• Build and deepen relationships with industry-specific center of influences like real estate agents and contractors
• Always deliver an exceptional customer experience

Mtg Banking Off Iii-comm Devel Resume Examples & Samples

• Increase mortgage loan volume, primarily focusing on CRA, low-to-moderate, and minority customers, through effective selling
• Establishes relationships with nonprofit housing groups, state and local housing offices, and community based affordable housing organizations to generate and increase CRA mortgage opportunities within targeted areas
• Actively work with state, local and county down payment assistance programs
• Represent the bank at educational seminars, workshops, and housing programs with state and local, and non-profit housing organizations
• Become a leader in the community when it comes to mortgages and mortgage knowledge
• Maximize the bank’s resources to assist in selling and establishing relationships
• Cross-sell bank products at each mortgage closing
• Comply with all appropriate bank policies and regulatory guidelines

Senior Manager Online Mobile & ATM Banking Resume Examples & Samples

• Leads and directs activities to evaluate business costs and benefits to the Bank for specific projects by participating in the preparation of business cases and high level requirements that impact the online/mobile channels, especially as related to capacity and efficiencies
• Day-to-day management of the online/mobile channel with the aim of maximizing a sustained benefit from the initiatives. The incumbent accomplishes this by
• Work to find solutionsto resolve issues/obstacles that may need escalating to Management as appropriate with recommendations/solutions
• Delivery Manager / Responsible for implementing multi-country projects. The incumbent accomplishes this by
• Business Lead for the implementation of online channel initiatives and customer and operational processes to support functionality of direct initiatives
• Providing ongoing advice and counsel to local management as requested
• Motivate and develop staff to ensure a rewarding career experience

Gcg-branch Banking Director Resume Examples & Samples

• Graduate degree from a recognized university, preferably from Banking/Finance/Economics
• Minimum 15 years of experience in Wealth Management, preferably with at least 8 years of Sales Management/Branch Management experience within Retail Banking
• Strong background and experience in Retail Banking sales, service and channel delivery and has ideally worked within Citibank to enable understanding of organizational structure, products and services
• Excellent written, verbal, problem solving and analytical skills
• Excellent industry and market knowledge from the regulatory, legal and competitive perspectives
• Result oriented, with a passion for investment/financial markets
• Strong people leadership skills in managing people and working with people
• Strong interpersonal skills, situational awareness and emotional intelligence in influencing people

Banking Document Specialist Resume Examples & Samples

• High School diploma or GED/equivalent
• 2 years office support experience
• Strong organization skills and the ability to plan, prioritize and schedule work within defined timeframes and follow up accordingly
• Good project planning skills with the ability to juggle multiple priorities and meet strict deadlines
• Proficient computer skills with MS-Office Suite (Word, Excel and Outlook)
• Good written and verbal communication skills with the ability to articulate network and business-related information professionally
• Previous client interaction

Banking Change Specialist Resume Examples & Samples

• Experience in Change Management within Banking or Financial Services
• Educated to degree level within relevant business area
• Professional Lean quality management qualification essential
• Proven track record of delivering change
• Strong analytical and problem solving skills and ability to think conceptually
• Excellent leadership and communication skills including the ability to influence senior executives
• Good business acumen and understanding of organisational issues and challenges

Manager Canadian Banking Resume Examples & Samples

• Work closely with a CDN BKG Compliance in coordinating all reporting deliverables (e.g. board reporting, risk committee reporting, etc.)
• Authors, reviews and analyzes reporting information and metrics for the identification of trends and compliance issues
• Assist in formulating/revising reporting templates; develop/enhance metrics/ratings scales used for reporting purposes
• Responsible for managing the annual Compliance Opinion and Self-Assessment process as part of OSFI's E-13 guideline for the CDN BKG Compliance program
• Ownership of CDN BKG Compliance policies, procedures and other governance documentation
• Maintains Compliance process, tools and templates, in alignment with Global Compliance standards and guidelines
• Centralized support for risk assessment, monitoring, and business engagement practices including coordination for Compliance oversight for new business products/services and third party risk management
• Provides training to CDN BKG Compliance on process and tools
• Act as the subject matter representative for the CDN BKG Compliance group in relation to Compliance applications and assist in any discussions relating to system enhancements
• Maintains a strong understanding and knowledge of regulatory matters that impact CDN BKG Compliance
• Acts as the central point of contact for Internal Audit and regulatory exam management for CDN BKG Compliance
• Manages the overall issues and events management Assist in ensuring the Compliance technology system is updated on a regular basis with issues and event records
• Assist on special projects/tasks as required

Techncial Lead-online Banking Resume Examples & Samples

• Be a member of Digital Channel Engineering team to lead and evolve our digital and online products
• Identify, propose, evaluate, estimate, and drive solutions with a combination of vendor products and custom software
• Drive software evaluations, technical designs, and security designs to support growing business needs while thoroughly considering the system impact
• Lead online banking projects from idea to implementation
• Proactively lead vendors and engineers to deliver high quality products with minimal defects
• Learn new technologies that best deliver responsive design for desktop, tablet and Mobile friendly implementation
• Integrate complex mobile, web, middleware, and back end systems
• Partner with the enterprise program office to contribute best practices and transform the organizations software development capabilities
• Ensure projects are realistic, interesting, and fun for everyone involved
• Work in a continuous integration environment with Iterative / Agile / Sprint based delivery model
• Bachelor’s degree required with 10+ years of industry experience
• Experience in product development for banking, trading, payment, or financial applications
• Deep technical knowledge in systems, application frameworks, database optimization, and experience being solely responsible for the success of software development projects
• Ability to think on your feet, present multiple solution options, and drive defect free products
• Proven record interpreting and fulfilling requirements by developing high performing, scalable and maintainable solutions with multiple technologies and vendors
• Security experience with single sign on, device fingerprinting, multi factor authentication, and adaptive authentication
• Hands-on experience with SDLC methodologies and best practices including Iterative delivery model, deployment automation, code reviews, and test driven development
• Skills in C#, Microsoft .Net Framework 4.0/4.5, ASP.Net 4.0 (Web Forms), Microsoft WCF 4.0, jQuery 1.9.1, Powershell, Knockout JS 3.0, SQL Server 2008 R2 and 2012, IIS 7.0, tfs 2012 and 2015, Windows server 2008, MS build, Continuous integration, TYPEMOCK and Resharper
• Integration experience with XML, XLST, WCF, SOAP, JSON, and RESTful services
• Experience in Corillian-Voyager platform is a big plus
• TFS Administration, TFS Code branching, merging will be a plus

MYS Ctsm PG TTS CO Regional TTS CO Electronic Banking Services Ops Head Resume Examples & Samples

• Customer interaction, documentation handling where applicable and system setups either TCS for centralized countries, or on-shore for decentralized countries
• The role demands a high level of diligence, motivation and organizational skills. You will focus on timely and accurate delivery of all electronic banking services operations functions as well as delivering superior customer services and resolving customer issues to maintain customer satisfaction
• Day to day management of the EBS processing, including daily management of in-process, pended, and regional service related activities, ensuring the country EBC requirements are clearly defined to support ALL scenarios of user entitlements and delivery of very high quality service to customers and internal partners
• Responsibility for various types of project management in the Electronic Banking Services operations space, and managing cross-functional relationships with all countries and the regional team in Asia
• Determines new work procedures, analyses complex and variable issues with significant departmental impact
• Developed management presence, both within CTSM and across the Asia branches and the region, further becoming a trusted advisor building mature leverage relationships, while continuing to balance tactical execution skill set
• The ideal candidate should have a minimum of 10+ years banking operations experience which should include managing / interaction with a team
• Legal, Documentation or operations experience would have a strong advantage
• Knowledge of Citibank’s TTS electronic banking channels
• Strong analytical and problem solving skills, including strong MS office product suite experience
• Strong exposure to operations controls, defining, implementing, calibrating, and reporting on controls
• Degree holder, post graduate degree would be an added advantage
• Documentation and legal background would be an added advantage
• Working knowledge of operations processes in financial services
• Customer communication experience would be an added advantage
• Good interpersonal communication skills. Able to communicate with internal and external business partners
• Strong verbal and written communication skills – English Language
• Strong project management skill including financial cost management skill
• Strong execution skills in a multi-tasking mode
• Exposure to technology and handling of system, testing and rollouts
• Ability to achieve business objectives without compromising on controls and risk parameters established
• Ability to coach and develop people, identifying and retaining talent
• Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
• Able to strive under pressure and covert opportunity from risk
• Should be open to working staggered hour /shift / over weekend and on public holidays
• To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice

Banking Portfolio Management Lead, VP Resume Examples & Samples

• 5+years of portfolio management experience within complex programs in global financial institutions
• Experience of technology, cash and transaction management such as payment processing or securities settlement and liquidity management with associated compliance and regulatory depth will be an advantage
• Exceptional experience and proven track record in stakeholder management, partnership (enabling a ‘one team’ culture and positive working environment) and complex program governance across multiple locations
• Proven strategic capabilities and demonstrable critical thinking across business/technology vision, solutions, strategy, roadmaps and portfolio delivery
• Proven track record of establishing goals, metrics and driving and tracking optimization opportunities by creating a continuous improvement culture
• Proven track record of financial and resource management within large programs and organizations
• Excellent problem solving skills, ability to quickly broker solutions and resolve conflict situations
• Proven track record of managing direct reports and their performance – including objective setting, feedback, development planning and experience of disciplinary processes
• Excellent written and verbal communication skills at all levels, including ability to communicate effectively with Senior Managing Directs to CEO-2 level
• Strong academic record with a Master’s degree in Management, Finance or a related discipline required
• Extensive work experience within Investment Banking and Private Equity with a focus on the Real Estate sector essential
• Experience using Bloomberg and Capital IQ required
• Must have experience performing financial modelling for corporate valuation using various methodologies including DCF, trading / transaction comparables, LBO and merger models
• Must have experience of writing investment referendums
• The candidate must be financially competent, with excellent attention to detail, a clear ability to multi-task, and an ability to work to goals/deadlines
• Solid work ethic and motivation level essential
• Strong leadership skills and the ability to coordinate large teams, including advisors across Europe required

International Banking Center Team Manager Resume Examples & Samples

• The role operates within a HSBC RBWM Contact Centre. This is a high profile, highly regulated environment and the role holder must have the ability to react quickly to changing priorities by being flexible, proactive and cooperative at all times
• Our people in the Contact Centres are the first point of contact for HSBC customers, sith high volumes of calls each day, inbound and outbound. In order to deliver superior service levels to our customers, we need to be able to build effective rapport at the first point of contact to ensure we continue to be trusted with their financial needs
• The Team Manager role is integral to monitoring this first point of contact, ensuring all contact remains within mandatory constraints and legislation as appropriate, identifying the development needs of our executives to enable them to continue to deliver a superior service and value added sales
• The role holder will set, agree and manage individual performance targets and objectives for executives ensuring timely completion and support of Performance Improvement Plans (PIPs), managing individual employee relations issues in line with company and local policy
• Minimum 2-4 years proven and progressive high volume call center operations experience or equivalent, including a minimum of two year's proven experience managing a team through coaching. mentoring, developing and motivating others. Industry specific experience and/or certification may be required
• Minimum of a High school graduate or equivalent experience. Minimum of an associates degree in business, related field or business school training preferred and may substitute for some required experience
• Must be proficient in the language(s) required by the process

Banking Services Rep-a Resume Examples & Samples

• Minimum 1 year of branch or back office banking experience required
• Minimum 6 months of general office or accounting experience required
• At least 1 year of branch operations or new accounts experience highly preferred
• Strong ability to utilize MS Word, Excel and Outlook
• Previous data entry experience highly desired
• Excellent written and verbal communication skills are needed to interact effectively with all levels of Bank personnel

Banking Solutions Specialist Resume Examples & Samples

• Communicate the value proposition of the Banking Platform in line with the client experience, UBS Brand and Wealth Management Research to sales management, FAs and their clients
• Collect, track and respond to FA/client inquiries
• Build rapport with FAs and proactively address client needs by providing meaningful information, insights, and suggestions
• Demonstrate skill in managing expectations or having difficult conversations in a professional, client-focused manner
• Develop comprehensive and current understanding of all solutions within banking, as well as the general competitive landscape
• Assist new FA teams to both transfer their book to UBS and introduce clients to our banking capabilities
• Assist FAs in managing client collateral including potential release rates, portfolio reallocation, etc
• Manage select transactions requiring stakeholder review
• Deliver remote and in-person sales and process training to branch personnel
• Lead or contribute to projects of varying scope related to sales campaigns, strategies or other field-facing initiatives
• Demonstrate a passion for excellence and a personal commitment to always delivering the highest level of service
• Collaborate with others to ensure a network of strong working relationships across UBS
• Develop and manage a high volume of diverse working relationships
• Set priorities and manage deadlines
• Pursue ongoing development and delivery of sales and product training

QFA APA Qual Banking Vacancies Resume Examples & Samples

• Providing high quality face-to-face customer service to direct retail customers
• Providing professional selling and advisory service delivery to customers
• Operating to specific sales targets
• Ensuring work is carried out ensuring compliance to all regulatory requirements (AML etc.)
• Skills and Experience
• Previous financial services sales experience, preferably with Deposits and Mortgage Sales

Senior Manager Core Banking Systems Development Spanish\english Resume Examples & Samples

• Manage the team (direct and indirect reports) in area of project scheduling, technical direction, future planning and standard development practices
• Ensure proper support procedures and processes are in place to support the various existing production systems
• Manage communication with all area of the enterprise that impact scope, schedule, budget, risk & resources
• Build strong working relationship with peers within business lines and partner
• Participate in budgeting processes for department
• Establish and champion quality improvement activities for the department
• Accountable for managing assigned project and department budgets
• Participate in vendor product assessment and selection
• Meeting scheduled milestones to ensure project objectives are met in a timely manner and are in compliance with the IT Roadmap as well as other Bank’s standards and/or external regulatory standards
• Manage the department and project recruitment, retention and staff performance
• The incumbent is guided by Bank policy and receives general direction from the Director or VP
• The incumbent is expected to function independently to ensure that the assigned tasks and project objectives are met
• Must have at least 10 years of progressive IT experience, preferable to the financial industry
• Must have at least 5 years of hands-on working experience in managing a team of technology focused staff
• Must have exceptional communication skills in both Spanish & English (verbal/written/presentation) as you will be conducting meetings & reviewing documents in both languages
• Strong vendor management skills, experience in negotiating contractual terms and managing offshore development teams
• Disciplined in development methodology and familiar with software development technologies and concepts
• Excellent problem solving skills have vision and innovative approach to computer based solutions and ability to convey these ideas
• Must be flexible to adapt to a dynamic environment, make quick and sound decisions under pressure
• Good understanding of the banking industry and its main products and markets
• Good understanding of Core Banking Applications (ideally from Oracle, SAP, DataPro, etc…)
• Good understanding of Core Banking Interfaces (International, Automated Clearing House - ACH, Credit Card, Customer Relationship Management - CRM, etc…)
• Good understanding of other Banking applications (TSYS Prime, TRIAD, etc…)
• Good understanding of migration of banking data (design of process, data mapping, validation and reconciliation)
• Working knowledge of AS/400, RPG / CL programming on AS400 & COBOL is an asset
• Good understanding of Websphere and Web Services knowledge and implementing programs using Service Oriented Architecture (SOA) standards is an asset
• Knowledge of J2EE, Core Java, Struts, JSP, Servlet, JSF, JDBC, JNDI, JavaBeans, Ajax, Java Script, XML, XSL, UML, DB2, SQL Server, LDAP, RMI, IBM Content Manager and Content Manager on Demand is desired assets

Global Banking Resume Examples & Samples

• Provide strong BMC leadership to the Banking Capital Markets Global Sector Leadership team and Banking Capital Markets BMC team,
• Create a global Bbrand, marketing and communications strategy that aligns with Banking Capital Markets Plan to Win global business plan and growth priorities
• Provide leadership guidance, information and support to a BMC GTM team plus Internal Communications and PR Managers to enable the successful deployment of programs in the market and into priority accounts
• Support and encourage methods for driving innovation and change across the sector’s GTM strategy
• Have budgetary and financial management responsibilities for all Banking Capital Markets programs
• Take an organizational-level view of implications; manage competing forces and drive understanding, motivation and stakeholder value
• Collaborate with the network of Banking Capital Markets marketing and communications people within the regional FSO; create strong relationships that enable the successful co-creation, development and deployment of Global programs into regional markets
• Manage relationships with key stakeholders across the Banking Capital Markets leadership team, including service line, regional and account leaders
• Maintain up-to-date knowledge on Banking Capital Markets issues, trends and long-term implications for EY’s brand in the sector and its Go To Market approach in particular
• Play a leading role in creating best-in-class issue-based Banking Capital Markets programs and execution of cross-sector programs
• Demonstrate a deep understanding of Banking Capital Markets and Financial Services sector
• Deliver on EY and BMC strategic priorities; align EY’s business priorities to Banking Capital Markets agenda, brand and revenue goals; achieve the desired results
• Demonstrate strong leadership and consensus-building skills in a dynamic environment
• Motivate professionals across Banking Capital Market network to realize the BMC vision in sectors; enable innovative thinking and inspire innovative action in others; communicate the business case for change; leverage communications to inspire others
• Assert own ideas and persuade others; gain support and commitment from others; mobilize people to take action; use creative approaches to motivate others to meet the sector’s strategic goals; engage with leaders effectively to gain sponsorship for activities
• Advise stakeholders on marketing and communications concepts; work collaboratively and effectively with peer functions and stakeholders to deliver on EY and Banking Capital Markets BMC strategic priorities
• Develop appropriate project plans in alignment with BMC project management methodologies and professional standards; effectively partner with stakeholders to execute against project plans; be adaptable and proactive in addressing project challenges
• Be a point of integration; connect all facets of the business when initiating, developing and implementing marketing and communications projects
• Enable knowledge sharing throughout the Banking Capital Markets Sector; develop an ability to synthesize information from others; help the Sector address its big issues; serve as an organizational connector; address complex political issues directly yet diplomatically
• Gather client feedback to generate meaningful, actionable information that helps drive change and continuous improvements across the organization; complement the data-gathering and change process with a strong marketing plan that communicates the importance of customer satisfaction both internally and externally
• Proactively develop foundational, functional and leadership competencies in others; see learning and development as a critical input to delivering exceptional client service to BMC clients; seek to inspire others by holding self-accountable for continuous learning; leverage EY’s performance management and development process (PMDP) methods to effectively manage team member performance and development
• Understand EY’s business; effectively navigate EY’s and BMC’s matrix organization to access, inform and engage the right people at the right time
• Demonstrate knowledge, skills and abilities concerning global business fundamentals, business models, ethics, competitive analysis and cross-cultural/geographical sensitivities
• Team of 4: 1 GTM Associate Director, 1 GTM Assistant Director plus PR / Social Media and Internal Communications Assistant Manager roles
• Excellent written and verbal communication abilities
• Ability to influence and build collaborative relationships in the Sector and beyond
• Ability to challenge views and perspectives, influence and lead change at a leadership level
• Experience managing complex global programs
• Experience of navigating complex global organizations
• A self-starter with strong entrepreneurial skills
• Experience working as part of diverse and virtual high-performance teams
• Ability to influence and build collaborative relationships with business stakeholders
• Professional services experience preferred
• Good understanding of the business, market and regulatory issues facing the Financial Services sector

Acct Rel Assoc, GFO Banking Resume Examples & Samples

• Provides maintenance and growth on assigned portfolios by cross selling and identifying credit and investment needs of clients. Cross sells bank wide products and services to clients by expanding the personal and commercial banking relationship, Treasury Management, NTSI, etc. Interviews potential loan clients and follows through with application process. Generates new business by selectively making calls based upon special product promotions
• Sets up various types of client accounts and services. Coordinate the ordering of loan documentation with the appropriate support areas. Reviews documentation for completeness and follows through to eliminate documentation deficiencies. relating to loans and deposit accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
• Interacts with partners in various areas in operating to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries. Acts as a resource for the entire Wealth Management group and a member of the relationship servicing team for highly complex Wealth Management relationships
• Sets up revolving credits, term loans, and various other commitments on the loan systems using a computer terminal to extract pertinent information
• Assists in preparation and completion of reports. Reviews and corrects divisional reports such as loans outstanding, balances, fees, profit performance, expenses, and calls made. Responsible for receiving all scheduled payments of principal, interest and fees within the expectations set by credit policy. This includes ongoing direct communication with the client as well as an in-depth understanding of the loan system in order to resolve administrative errors

Banking Transactions Specialist With German Resume Examples & Samples

• Handle / verify client investigations
• Service specific customer enquiries accurately and in a timely manner in line with departmental standards
• Acknowledge, investigate and resolve all enquiries received from customers/third party banks in a timely and professional
• Identify and report potential issues, error root-cause results, suggest and implement resolution

Banking & Lending Resume Examples & Samples

• Understand all aspects of deal/loan administration
• Knowledge of securities-based lending a plus
• Attention to detail, extremely organized, motivated individual, with demonstrated initiative and adaptability
• Ability to interface with all levels of Management
• Ability to effectively prioritize and multi-task in a high-stress, high-pressure environment
• Proficient with Excel

Senior Manager Multicultural Banking Markets Resume Examples & Samples

• Direct and support the development and growth of the multicultural banking business strategy by
• Leading the execution of segment strategies (i.e., international students and permanent residents) with tactics to address evolving customer needs, market trends and expressed preferences
• Providing expertise and supporting the department to create and evolve the overall multicultural strategy for the Bank
• Directs the approach, development and delivery of research, analytics and competitive best practices to support the department (i.e., ethnic market/ segment industry and regional trends and immigration policy trends)
• Developing a matrix to measure and track the effectiveness of the new processes and initiatives
• Supporting the financial and budgeting process including business case financials in support of the department sponsorships
• Team leadership to motivate and develop individual and team performance by
• Fostering and developing a strong, positive team environment, innovation and a high degree of engagement
• Sharing knowledge, experience and responsibility with employees in a drive for the highest standards of professionalism, sales and service excellence
• Contribute to the effective functioning of the department by
• Building effective working relationships across the team and with various business lines and partners in strategic markets
• Facilitating a culture of open and honest communication by actively participating and contributing to touch bases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members
• Developing and executing a meaningful employee development plan
• Excellent understanding of the Multicultural Banking customer experience, experience, strategy development, and strategy delivery
• Strong analytics capability with proven experience in leveraging data insights
• Proven ability to write and synthesize materials and communicate information in a manner easily understood
• Demonstrated interpersonal skills in working with a variety of people and ability to educate, influence and negotiate and to work independently and within a larger team
• Ability to structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights and develop solutions
• Ability to frame projects and establish required governance to move projects forward and engage appropriate resources from within the team, the bank and potentially external consultants or other support areas with the Firm
• Comfort with wide variety of cultural differences and skill sets and ability to work a flexible schedule
• 10+ years experience as a strategic leader for an organization
• Handles confidential matters, along with miscellaneous projects, establishes confidential records and maintains files
• May rotate through job duties of the teller and personal banker roles to gain understanding of key branch roles
• Attends sales visits and customer calls with manager or business banker. May be asked to independently make sales calls and bring in new loans once familiar with processes and procedures
• Recognizes selling opportunities and effectively cross sells bank products and services. Refers business where appropriate
• Acknowledges/prioritizes multiple customer demands to provide maximum service to all customers
• Performs other duties as requested
• Bachelor’s Degree in Business Administration, Agriculture, Finance, Accounting or related field with an interest and/or experience in banking field
• Self-starter with demonstrated initiative; leadership potential

Banking Industry Resume Examples & Samples

• Solid understanding of BA and BI components and implementation process
• Experience in selling Business Analysis or Business Intelligence solutions/projects (NOT PLATFORM) to business buyers
• Successful in planning and executing business development activities (events, cold calls, linked-In savy, etc)
• Generate and manage opportunity pipeline progression (from Opp identification to generate contracts and SOWs and closing the deal
• Experience in selling ERP, Finance or Risk Solutions an assetThe candidate can demonstrate real sales experience, territory management and business development
• Strong interpersonal, communication and negotiating skills referred MBA or professional designation, (i.e. CFP)
• Strong knowledge of financial service industry
• Excellent organizational, communications, presentation, and client relationship management skills
• Excellent managerial leadership and change leadership skills
• In-depth sales and sales management skills
• Solid business planning and strategic market analysis skills
• Excellent coaching and interpersonal skills
• Solid performance management and people development skills
• Demonstrated negotiation, problem resolution and leadership ability

Banking / Loans Control Manager Resume Examples & Samples

• Serves as the liaison and key point of contact for all Internal Audit and Regulatory reviews for the operating group. Works with Business Unit and Corporate Risk and Compliance to ensure that review findings are effectively resolved. Participates with the operating group in selected scenario analyses for Operational Risk Management
• Conducts operations group audits of specific areas for audit, policy and regulatory compliance
• Maintains regular contact with peers internal and external to firm, including regulators and professional organizations
• Manages a small group, including the performance management process, providing training and development an input for staff and disciplinary actions

Credit & Banking Product Senior Manager Resume Examples & Samples

• Strong knowledge of the securities markets required
• Able to work with minimal supervision
• Ability to effectively interact with Branch Offices and other GWIM support areas
• Ability to handle difficult situations over the phone with FA’s / CA’s and Clients
• Bachelor’s degree (MBA preferred)
• 5+ years diverse financial services industry experience, preferably in a securities based lending environment

Director, Correspondent Banking Resume Examples & Samples

• Business Development & Delivery
• Actively manage client solution opportunities within sector portfolios
• Operate as key member of the deal team and lead preparation of proposals and pitches to prospective clients with efforts to maximize sector penetration and returns
• Deliver activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales
• Provide deal structuring expertise as knowledge base and needs dictate
• Negotiate transactions with clients
• Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates
• An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law
• 12-16 years of relevant experience in negotiating and structuring financial transactions
• Minimum of 12 years in financial services industry experience developing business
• Formal credit training and prior lending authority. This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
• Relevant Business Services Sector experience is highly desired
• Credit analysis experience/ understanding
• Excellent knowledge of the organizational lending and portfolio management policies and objectives
• Excellent knowledge of the bank's financial solution products and services
• Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation
• Highly developed written and oral communication skills
• Exceptional analytical skills
• Strong ability to advocate persuasively
• Ability to work under limited supervision
• Ability to learn and adapt quickly
• Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities

Team Lead Banking Services Resume Examples & Samples

• Bachelor Degree in Commerce
• CFP would be preferable
• At least 5 years Investment and Wealth Management experience within a Wealth Management Business
• Knowledge of Investment and Financial product markets
• Lending and Credit Financing
• Financial Management skills
• Strategic and lateral thinking
• Management and Leadership skills
• Product and Process management skills
• Understanding of customer needs
• Customer understanding
• Analytical thinking
• Leadership and motivation

Banking Settelment Transactions Specialist Resume Examples & Samples

• Monitoring Client Queries inbox, ensuring all queries are responded to within a timely manner
• Work closely with Custodians, Brokers, Dealers, Relationship Managers experts in sending locations
• Proactively understand SSI
• Understand the business areas that the group supports and manage workflow
• Finding, monitoring and resolving breaks
• Working on departments metrics and reporting them
• Understanding of operational risk and ensure client protection is ahead
• Clearing , settling and reconciling Client’s transactions over 5 main markets
• Handle complex processing with process exceptions , clearance, servicing and settlement of deals
• Perform fail trade reports and solution implementation
• Monitor receipt of cash and stock and work queues
• Support new business initiatives
• Individual must be willing to work from 9:30 till 18:00 including 30 minutes of break

ABS Banking Resume Examples & Samples

• Interaction with the client, the trading floor, attorneys, rating agencies and insurance providers involved in executing transactions
• Comprehensive due-diligence of companies, including operations, marketing strategy, customer and receivable performance
• Offering primary and secondary market support to clients
• Review of transaction legal documents and organization of the rating agency process for securities issued from new and existing securitization platforms. Ensure that transactions meet agreed upon timetables
• Build and run cash flow models for the purposes of deal analysis and forecasting. Replicate agency stress runs for use in the presentation of structural ideas and, at times legal opinions
• Develop marketing materials and presentations used to solicit new transaction mandates. Work with the team to come up with novel ideas and solutions for Issuer funding requirements
• Monitor and interpret data affecting securitization programs, such as price, yield, stability, future trends in investment risks, and economic influences
• Monitor technical market trends and performance of industry participants (for example, deal flow and corporate events)
• Internal groups within the Bank including the banking coverage teams, the trading desks and sales and be comfortable in working with external constituents as indicated above
• Anticipate needs: demonstrate initiative & pro-activeness with a willingness to learn
• Excellent organization / prioritization skills
• Strong computer skills: Rigorous knowledge of Excel, PowerPoint, Word and Access
• Ability to communicate professionally and effectively both face to face and via telephone and email
• Superior analytical aptitude required

Worldwide Banking & Capital Markets Managing Director Resume Examples & Samples

• Develop a credible long term WW industry strategy, prioritizing solutions, markets, partners based on the BG/EG product strategy, while considering compete and our current positioning
• Create and execute a 3-year rolling business plan, to prioritize solution selection and development, with innovation, incubation solution development, light house wins, and a credible scale sales model to ensure solution sales and overall industry revenue and usage/ consumption goals are achieved year by year
• Identify and contribute to the recruitment of the strategic Industry Partners, working with the WW and local Developer Experience (DX) and Enterprise Partner groups to recruit, build and manage (sell with/through) the Partner
• Collaborate with BG/EG and MCS to prioritize, build the right 1st and 3rd party industry solutions and offerings (considering partners’ roles) with funded go-to market plans that meet the solutions’ business case and model (consumption/revenue)
• Identify accounts and opportunities that have high potential for flagship innovation and incubation solution wins that can generate significant long term cloud consumption in the market
• Create annual WW solution opportunity plans with the field and partners to drive, meet or exceed solution metric, revenue and consumption quotas and win rates
• Partner with local Sales and Marketing leadership teams to land the WW scale plan by coaching the field to build and execute localized scale solution sales plan
• Work across the prioritized teams to deliver references and satisfied customers that can be leveraged in future sales engagements and proves the solutions scale model
• Hire, motivate, coach and manage high-performing ISMs, ITSs and industry aligned field sellers, e.g. Industry Black Belts (IBB), Industry Market Development Managers (IMDM) (aa), to help them meet or exceed solution metric, revenue and consumption quotas and win rates
• Provide Specialized industry readiness for the field (ATU and STU), leveraging vehicles like the ISU, S4, community meetings, Yammer sessions, etc
• Plan and conduct industry demand generation events 1:1 and 1:many to improve market perception, generate strong demand and pipeline for our Industry Solutions
• Operationalize a structured Rhythm of the Business (ROB) to ensure a sustainable and predictable industry solution business, in terms of sales and consumption
• Improve Workgroup Health Index (WHI) scores year over year
• Create team readiness plans that focus on Industry solution development and selling, knowledge and execution
• Industry Leadership: 10+ years of strong, proven track record of leading and driving industry business discussion with the C-level Business Decision Makers leading to large engagements
• Industry knowledge: 10+ years Industry domain expertise and expertise, i.e. working at our industry customers or directly for our industry customers as a consultant etc
• Sales Leadership: 10+ years of strong, proven track record of leading and driving industry solution selling across multinational sales teams, focused on business value to solve complex customer problems. Track record of success through desired results at Microsoft or competitors (Oracle, IBM, Accenture, Amazon, Salesforce etc.). Successful management of large-scale, complex deal cycles at Fortune 500 accounts
• Consultative Solution Selling Experience: 10+ years of experience with selling solutions to senior business and IT decision makers through linking the solutions to economic outcomes and the customer’s overall business plans. Possess both business acumen expertise and industry knowledge
• Sales Teamwork Experience: High degree of collaboration with multiple Microsoft sales leadership and personnel, MCS, EG/BG groups and Microsoft Partners will be required for success. The ideal candidate will have demonstrated he/she has worked in a matrixed sales, services and product group organization and delivered great results
• Sales Excellence: Demonstrated strategic business management. Coaching direct reports in solution planning, development, pipeline management, account planning coaching etc
• People management: Proven track record of building and coaching high performing diverse teams with great team satisfaction

Client Banking Administrator Resume Examples & Samples

• Initiate wire/ACH/book transfers for multiple client accounts
• Identify accounts to which client receipts should be applied
• Manage and maintains bank account information for multiple accounts
• Upload fraud prevention files to various banks
• Monitor fraud prevention applications
• Minimum Associate degree required
• Basic knowledge of computer software and Microsoft Office
• Ability to respond to common inquiries
• Ability to understand company policy & procedures
• Requires analytical, mathematical & organizational skills

Market Director Banking Resume Examples & Samples

• Accountable for the overall performance of the market, including deposit and investment balance growth, customer acquisition and retention, and expense management
• Oversee and maintain a disciplined operational environment to ensure the safeguarding of customers and the business
• Drive a culture that highly values and delivers an outstanding customer experience
• Recruit a diverse team, develop employees with ongoing coaching and feedback, and retain top talent
• Instill an environment where employees feel valued, supported, and able to achieve career growth
• Conduct meaningful reviews of the business, alongside Branch Managers, to identify opportunities to improve performance
• Manages the financial results of their market
• Drive integration with partners from Chase Wealth Management, Business Banking and Mortgage Banking to help customers with specialized financial needs and to grow the business
• At least eight years of sales management experience required, coupled with a proven track record of developing and coaching high performance sales teams
• Experience managing multiple branches or other related management experience
• Knowledge of financial markets, economic trends, financial planning and customer life cycle
• BA/BS degree preferred

RJ Bank-VP, Private Client Banking Resume Examples & Samples

• Manages Private Client Banking products including but not limited to Capital Access, Cash Sweeps, and Security Based Lending
• Maintain subject matter expertise and provide support on all bank deposit, cash management, credit card, Security Based Lending, and other financial products, including competitive positioning, best in class user experience, top competitors etc
• Manage bank contracts including monthly correspondence with banks to meet contractual obligations
• Develop and maintain relationships with Financial Advisors to enhance product delivery
• May assist in researching and resolving escalated customer complaints
• Serves as a subject matter expert on Security Based Lending sales, underwriting, operations, and general business practices
• Develop objectives and determines method of gathering data for market research
• Provides pricing and product refinement recommendations to management based upon market research, analysis, and knowledge in an effort to improve competitive position of cash management and lending products. Describes workflow attributes, including volume, duration, resources and cost effectiveness of major process steps
• Collaborate with vendors, product managers and stakeholders to support initiatives
• Determines data requirements, captures metrics to evaluate process capability and performs cost/benefits analyses
• Create management presentations and prepare governance reporting and routine status reporting and KPIs
• Analyzes business processes and identifies process improvement opportunities
• Develops and implements new hire training programs
• Generates policies and procedures paralleling the company’s strategic plan
• Oversees initiatives for business technology needs including collaborating with other areas
• Works closely with other lines of business to facilitate a coordinated approach to retail products across the firm
• Maintains frequent and regular communication with various business units to discuss any changes in business practices, contracts or agreements or new business items that may impact Private Client Banking, including its impact on financial or regulatory reporting, including disclosure items, for the business unit as required
• Provides leadership, oversight and administration of Private Client Banking
• Acts as a leader by coaching and mentoring associates and identifying training needs
• Company’s working structure, policies, mission and strategies
• Financial products and services
• Cash management products and services
• FDIC and application to client inquiries
• Sarbanes Oxley compliance regulations
• General ledger systems and financial statements
• Advanced regulatory requirements, practices and procedures including SEC, FINRA, and FRB
• Advanced principles of finance and banking, practices, concepts and procedures of securities based lending, credit, banking and financial markets and products
• Coordinating across all business units to understand business needs and drive education on PCG Cash products. Established organizational policies, strategies and procedures for RJB securities based lending, cash management
• Advance knowledge of Microsoft Word, Excel, PowerPoint, SharePoint, and Vizio
• Establishing working relationships with the business unit(s) represented
• Performing market research, developing product specifications and incorporating requirements into planning processes
• Analyzing and presenting research results
• Identifying and explaining trends
• Managing the dissemination of product communications
• Identifying information needed to analyze financial information
• Managing third party vendors
• Preparing executive management reports
• Interpreting and applying process policies and procedures
• Effective oral and written communications sufficient to convey details on Private Client Banking products and processes with all organizational levels, including bank and PCG management
• Critical thinking, problem solving, creativity
• Organizational skills, including a high level of accuracy and attention to detail
• Promoting effective coordination between business unit and other functional areas
• Identifying trends and implementing appropriate corrective action
• Establish and communicate clear directions and priorities
• Establish and maintain effective working relationships at all levels of the organization
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels, including senior management, to accomplish objectives
• Gather, organize, and evaluate information
• Prioritize, determine tasks and resources, schedule, and leverage resources in order to stay focused and meet or exceed deadlines
• Develop solutions that address meaningful issues for the business unit(s) represented. Ability to clearly articulate the business unit(s)’ priorities, opportunities and issues
• Identify and recommend changes as appropriate to policies and procedures
• Understand and educate customers while building collaborative relationships
• Bachelor’s degree (B.A.) in Finance, Accounting, or related field a minimum of ten (10) years of financial services experience, including a minimum of five (5) years of cash management/treasury management/lending /business development experience within Wealth Management

VP, Greater China Banking Industry Coverage Resume Examples & Samples

• Map the client organization and identify the key stakeholders
• Attending Steering Committee meetings as firm senior representative
• Plot the client roadmap and identify opportunities or potential issues for the firm
• Understand the revenue profile of the various client engagements
• Providing feedback to key enterprise risk service Stakeholders

Director Leadership Canadian Banking Resume Examples & Samples

• Conducting needs analysis of existing leadership capabilities and gaps
• Actively seeking commitment to solutions with executive management and HR RMs
• Working with a team of HR professionals, this individual will be responsible for the successful communication and application of Leadership programs including the cascading of corporate leadership messages
• Direct the implementation of corporate executive programs such as Leadership Resource Planning, Leadership Development and the Global Talent Management System by
• Organizing and facilitating Group Head resource planning and succession planning meetings with various business leaders; supporting the RMs to develop activities below the Group Head level aligned to business and corporate objectives
• Working with executive management and RMs to determine the ‘demand’ side of leadership including the identification of the leadership and people implications of the business strategy and planning for Key Jobs (current and emerging roles)
• Preparing leadership resource plans for presentation to Executive Management and Corporate Leadership
• Implementing process improvements to streamline existing processes to enable strong support to business lines
• Working with the business lines and relationship managers to ensure that key talent is nurtured and the business lines have the support they require to adequately develop and retain key performers, ensuring key people assessments, development plans and profiles are in place and being actioned
• Partner with RMs and business line leaders to build and strengthen the emerging leader talent pool by
• Driving the execution of the Bank's Inclusion strategy
• Lead the development and execution of programs across businesses that develop the talent pool and align to business and Leadership objectives
• Ensure effective development and administration of leadership programs and department budgets by
• Preparing reports for both internal and external sources
• Partnering with the Learning teams to assist with the design of strategic leadership business solutions for emerging leaders including career development models, skills mapping, assessment strategies and measurable goals
• Manage participation in corporate leadership development programs including 3D Feedback, external executive development, coaching, cross-functional appointments, business driven action learning, VP Orientation etc
• Continue to build and strengthen the human resources-related metrics portfolio as a means to measuring the effectiveness of key strategic priorities by
• Recommendations for key measures that drive desired behaviours and business results
• Maintenance, integrity and tracking of all leadership metrics data
• Ongoing support to Relationship Managers, Corporate Human Resources partners and HR colleagues
• Provide effective leadership to team members by
• Providing strong leadership to motivate and develop individual and team performance
• Ensuring the performance management process is in place and employee development is a priority for all employees on the team and regularly schedules one on one coaching with direct reports
• Develops a positive work environment, driving empowerment, innovation and a high level of satisfaction and engagement
• Complete specified credit activities such as home loans < R 7 million and TGE < R 20 million, AVAF < R 1 million, Credit cards < R 300,000, overdrafts < R 500,000, Credit excesses
• Post credit approval activities
• Complete annual credit reviews within the thresholds listed above, where derivatives are not involved and the products are not CPF or terms loans
• At least three years investment and wealth management experience within a Wealth management business
• Knowledge of investment and financial product markets
• Financial management skills
• Product and process management skills
• Accountable for achieving deposit and investment growth in partnership with aligned Market Director - Investments, customer retention and expense management
• Drive a well managed risk and control environment to ensure market is safe and sound operationally
• Utilizes the ICSC to help team implement controls appropriately
• Conduct disciplined business reviews to deep dive into branch financials and people results
• Actively coach branch managers to drive business results and achieve financial success
• Drive integration between bankers and advisors to deliver a great customer experience
• Foster an inclusive environment in which all branch employees can perform their best work
• Liaise with all lines of business in your markets and encourage teamwork among all partners
• Ensure effective communication and interaction in addressing customer needs
• At least three years of sales management experience required, coupled with a proven track record of developing and coaching high performing sales teams
• Branch management or other related management experience
• Consumer/commercial credit knowledge; Understanding of financial planning and customer life cycle
• Knowledge of financial markets and economic trends
• Ability to succeed and be adaptable in a high volume fast-paced dynamic business environment; ability to make quick and difficult decisions under pressure
• Demonstrated leadership, motivational, influencing and problem solving skills
• Strong commitment to upholding a safe and sound risk and controls environment
• Ability to build trust and credibility with customers, business partners and staff
• Strong commitment to superior customer service
• Strong written, oral communication and excellent interpersonal skills
• Entrepreneurial business spirit
• Effectively prioritizes, multi-tasks, and plans and executes sales strategy

Electronic Banking Services Specialist Resume Examples & Samples

• Bachelor degree or master degree in high academic standing
• Excellent oral and written communication skills in English. Strong logical concept, details oriented and problem solving skills
• Strong project and time management skills
• Ability to work under pressure. Highly motivated and responsive and able to work as a team member and independently
• Ability to adapt in new culture of working
• Information technologies knowledge and experience is a plus

Banking Services Product Development Lead Resume Examples & Samples

• Identify and negotiate vendor partnership agreements with external service providers
• Work closely with Risk, Underwriting and Fraud Operations and other groups to ensure products have appropriate risk management and fraud prevention policies and procedures in place
• Continuously review financials and key performance indicators to identify opportunities to improve product usage, account growth and financial performance
• Minimum seven years’ experience in financial services product management and development
• Working knowledge of payment product functionality and regulations
• Self-starter with strong drive for results
• Delivers engaging, informative, well-organized presentations to senior management
• Ability to delegate work responsibly

Classic Banking Resume Examples & Samples

• Maintain team diaries and contacts
• Travel – book flights and accommodation for team, including knowledge and awareness of the whereabout of bankers, relevant client activities and travel policy guidelines
• Coordinate couriers and outgoing mail, distribute incoming mail
• Client entertainment – organize ad hoc lunches, dinners; work with Events Manager and bankers to invite clients to GS events
• Build and maintain relationships with staff in offshore offices
• Must be able to work proactively in a fast-paced and demanding environment and have the ability to prioritize a busy workload
• Native Chinese speaker is desired with fluent conversational and written English
• Highly organized with strong attention to detail and an ability to manage multiple tasks and deliver quality results
• Exhibit highest standards of professionalism and maturity and the ability to bring ideas and experience to tasks
• Proactive, punctual, reliable and a team player, together with a willingness to help other members of the EA team
• Be a good team player who is willing and ready to help your peers to ensure smooth daily operation in the office
• Business acumen and financial awareness
• Fast and accurate keyboard skills
• Advanced Outlook skills required – for contacts maintenance and diary scheduling, including time zones. Advanced skills in Word including mail merge and long, complex documents. Intermediate Excel skills for general reporting and register maintenance

Specialist Iv-client Banking Services Resume Examples & Samples

• Answers telephone in a timely manner and provides astonishing telephone etiquette
• Use analytical and operational skills to mitigate risk, analyze and approve transactions including exception handling, resulting in a positive customer experience
• Implement and support Cash Management products
• Open new accounts in accordance with compliance and established policies and procedures
• Respond and resolve client inquiries with little to no supervision
• Maintain knowledge of the features and benefits of all bank products and services, related documentation and account processing procedures; maintain current awareness of competitive products and pricing
• 2+ years of related experience in treasury management and/or call center
• Knowledge of Commercial Banking and Wealth/Private Banking
• Able to handle tight deadlines with competing priorities on a daily basis
• Knowledge of Microsoft Office functions and OS functionalities

Specialist, Mobile Banking Resume Examples & Samples

• Review checks processed via OWB mobile channel and image enabled ATM network to ensure the deposited items meet OWB standards for negotiability and acceptance. * Ability to investigate and research potentially suspicious deposits processed through the mobile banking channel and image enabled ATM network. * Utilize system resources to enhance investigative efforts and fraud detection and/or prevention. * Escalate suspicious transactions as required to the appropriate manager. * Establish and ensure compliance with departmental standards and processes. * Assist in processing various state and federal legal orders. * Perform other duties and tasks as necessary or requested
• Minumum 2-3 years banking experience
• High School Diploma or GED. Bachelor's degree is desirable
• Must be detail oriented with good organizational and time management skills
• Requires good communication skills (written and verbal). Must possess the ability to coordinate tasks and establish effective working relations with Bank personnel and clients

VP / AVP, Mobile Banking Resume Examples & Samples

• Responsible for delivering Mobile Banking projects & executing the overall DBS Mobile strategy for consumer banking across the region
• Drive Regional Mobile Banking projects and work with business development team to deliver these projects
• Support country eBusiness to deliver and track online sales KPIs and metrics
• Collaborate with other Business Units and IT partners in identifying enhancement initiatives and to ensure the end-to-end system and process delivery
• Ensure the smooth operational roll-out of new mBanking services to customers
• Responsible for ensuring consistent mobile experience and governance across the region
• Manage the regional mobile dashboard - acquisition, usage and sales

Branch Banking System SME Resume Examples & Samples

• Own and drive branch banking technology enhancements
• In-depth exploration, assessment and recommendations of new technologies that will benefit bank branches
• Creation of branch banking related functional specifications
• Trusted advisor to business stakeholders
• Willingness to go the extra mile to support team and stakeholders
• Contribute to strong and cohesive team culture

Mobile Banking SME Resume Examples & Samples

• Provide High level cost estimates
• Review test specs and support SIT/UAT testing
• Work with other teams in DBS to design an effective and scalable solution
• Review Functional/Technical Specs as well as other project documentations
• Lead in effort/cost estimation for new solution
• Review Vendor's design based on high level solution
• Lead in deployment strategy planning with various team for project cutover
• Review penetration test reports from Vendors and provide solution to vendor for fixing
• Work closely with Project Manager to deliver project(s) successfully

Mobile Banking SME Lead Resume Examples & Samples

• To lead team of architects and provide solutions on Mobile platform and work with vendors to produce the desired requirements
• Receive URs/BRDs from users, review and provide solutions to meet the user requirements
• Work with vendors to come up with solution and estimate effort for URs
• Lead in conduct initial requirement study and develop a new high level solution
• Lead in conduct requirements gathering and verification with DBS business unit / vendor
• Work with Business Analyst to develop functional specification
• To prepare the necessary documents for Vendor’s review and cost/effort acceptances

Team Leader, Institutional Banking Group Resume Examples & Samples

• Develop marketing plan, call on target customers, negotiate and structure new deals
• Evaluate and assess additional exposure to new relationships as well as existing relationships. Monitor the continuing risk and conduct reviews
• Maximize return from the relationship profile by cross selling and promoting the products and services of the Bank
• Perform timely facility documentation and administration, ensuring adherence to prevailing laws and banking regulations. Servicing customers and attend to their bankingrequirements
• Take team leader’s role to manage and support team members for target achievement and career development

Wholesale Banking Exam & Issues Director Resume Examples & Samples

• 15 or more years of experience in an applicable risk management environment
• Applicable certifications
• Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business
• Considerable knowledge of the business line’s operations, products/services, systems, and associated risks/controls
• Expert knowledge of Risk/Compliance/Audit competencies
• Ability to manage job scope and complexity of assigned business at the multi-departmental and/or multi-divisional level
• Strong analytical, problem-solving and negotiation skills

Online Banking Digital Channel Manager Resume Examples & Samples

• A Bachelor’s degree in Business Administration, Computer Science, or other applicable major
• 7+ years working in the digital space driving customer experiences
• Previous experience as a product owner, successfully launching at least 3 major initiatives
• Knowledge of multiple User Research techniques that enable an optimized experience
• Experience in both Agile and Waterfall development methodologies
• Familiarity with Jira, Confluence, VersionOne, or other backlog management software
• Mid-level experience with web analytics tools such as SiteCatalyst or Google Analytics
• A never give up attitude
• A strong desire to put the customer first and build customer centric experiences
• Strong PowerPoint skills – Using data to tell a story
• An understanding of how Desktop and Mobile experiences work together

Preferred Banking Offices Assistant Manager Resume Examples & Samples

• 3 years proven relationship banking experience
• Prior supervisory experience a plus
• Interest in sales

Segment Marketeer Wholesale Banking Resume Examples & Samples

• Based to the bank’s strategic priorities, you develop the marketing strategy for your segment with the help of your knowledge of the market and the knowhow of the other teams
• You contribute to define and develop positioning for Corporate Clients on the Belgian market and ensure regular alignment with Wholesale Banking group (Amsterdam) in order to ensure coherence qua positioning in the market
• You develop a deep understanding of the target group and competition (customer insights, analytics) in close collaboration with competitive intelligence, market research and customer intelligence experts
• Without being an expert in financial products, you have a certain affinity with financial and digital products and services through which you can lead and develop your segment
• You translate the marketing strategy into a yearly action plan in order to reach the business results of your segment (in collaboration with Sales, Digital Channels, Product Management and Corporate Communication) this by ensuring an optimal customer experience
• You take the lead in the implementation and follow up of the action plans and ensure the overall coherence of the implemented actions
• You coordinate and motivate your colleagues
• You analyze and assess each of your actions, in collaboration with the Customer Intelligence department and other colleagues if relevant
• You’re responsible for the marketing budget of the segment

Premier Banking Centre Manager Resume Examples & Samples

• Implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery
• Ensure that RMs adhere to the Bank’s Premier Banking marketing guidelines
• Manage operations risk and ensure that the Bank’s operational standards and requirements are adhered to
• Adhere to all bank’s compliance standards
• Contribute to the bottom line of Premier Banking Onshore through the accomplishment of profit and growth targets
• Mentor and inspire team members to achieve full potential in sales and service excellence
• Provide coaching & motivation to staff to optimise financial contribution to the Premier Banking segment
• At least 6 years' experience in the banking and financial services industry with a strong track record in financial product sales
• Good track record in effective team management
• Strong interpersonal, communication and analytical skills
• Able to articulate in both English and Mandarin as you will be serving English and Mandarin-speaking clients
• Effective management skills with strong leadership qualities
• Possess initiative, drive and ability to work independently as well as in a team
• It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team

Premier Banking Team Manager Resume Examples & Samples

• Actively acquire and prospect new Premier Banking Onshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets
• You will also manage the relationships with new and existing affluent customers through professional consultative financial analysis
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking

Banking Market Director Resume Examples & Samples

• Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework
• Applies successful financial sale solutions to negotiation concepts and techniques; ability to negotiate successfully across the organization and with customers in a constructive and collaborative manner. Negotiate structures and closes customer sales
• Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations
• Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations
• Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions
• Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others

Czech Banking Role Dublin Resume Examples & Samples

• Full training will be provided for the role on banking, client loan servicing and communication techniques
• You will deal with private and business clients in relation to their loan requests and assist with processing from end to end and helping them with queries, so excellent customer service is a must
• You will be liaising with various departments in order to service the loan requests, compile documentation as required and follow company procedures
• Working in an international and friendly team with excellent working atmosphere
• Complete fluency in Czech in both speaking and writing
• Strong communication skills and proficient with MS Office
• Experience within financial service an advantage
• Interested in working for international financial services organization

Iitp-wholesale Banking Track Resume Examples & Samples

• Highly ambitious, pro-active and entrepreneurial
• Eye for opportunities, high quality and details
• Natural-born communicator
• Customer-oriented
• International mindset
• Foreign language skills are a plus
• 1) Orientation phase (1 year, 3 rotations)
• Comprehensive onboarding program in Amsterdam (2 weeks)
• A 6 week (2 x 3 weeks) intensive internal training program in Amsterdam to hone your financial aptitude
• Chartered Financial Analyst – level I and level II exams (taking and passing these exams is a required part of the program)

Director Aml\atf Canadian Banking Resume Examples & Samples

• Providing AML/ATF Compliance support to the Canadian Banking businesses, including
• Completing business unit self assessments and defining the overall AML/ATF profile
• Identifying unacceptable AML/ATF risks and collaborate with the Business to manage and escalate
• Challenging the Business’ assessment of controls, and monitor remediation plans for enhancement of controls
• Monitoring the schedule and results of 1B Quality Assurance processes to identify potential weaknesses/trends
• Reviewing and approving all Canadian Banking New Initiative Risk Assessments (NIRAs) ensuring adequate controls are in place in support of AML risks
• Supporting the development and implementation of AML/ATF training programs across Canadian Banking
• Participating in the review and approval of auto high risk customers
• Ensuring the Business is kept current on regulatory developments and best practices and processes/controls are updated accordingly
• Overseeing the implementation of the enterprise AML/ATF Program across the Canadian Banking business line, including
• Providing oversight and coordination to the Canadian Banking AML Teams (1A & 1B functions)
• Guiding the business units in the development of first line AML/ATF controls
• Approving Canadian Banking customer risk rating methodology
• Managing overall resolution of Canadian Banking AML/ATF Audit issues
• Developing AML MIS reporting
• Leading and managing direct/indirect reports (where applicable) to support achievement of business objectives
• Building and managing relationships across the Bank and Industry including
• Canadian Banking business unit personnel
• Other GAMLU Departments (Policy Office, Ops, other Business Line AML/ATF Teams)
• Key Support/Control groups (Compliance, Technology, Operations, etc)
• Industry AML contacts
• Other projects and duties as assigned

Banking Advisors Resume Examples & Samples

• Provide high quality customer service both in person and over the phone to direct retail deposit customers and intermediaries
• Have a comprehensive and professional range of knowledge and use this knowledge to sell, advise and deliver superior delivery service to customers
• Produce an accurate and timely deposit account servicing and maintenance
• Ensure successful follow up of deposit account maturities through outbound customer contact
• Comply with all company procedures and ensure compliance requirements are adhered to in relation to daily tasks
• A minimum of 2 years work experience in financial services ideally in retail banking with a good knowledge of deposits
• Ideally APA (Loans & Investments) or QFA qualified and committed to further continuous development
• Relevant third level qualification desirable

Wholesale Banking Resume Examples & Samples

• Assist and contribute towards projects and assignments
• Research, collect, and analyze data for various initiatives
• Develop solutions to lessen administrative issues
• A Junior in pursuit of a Bachelor’s degree preferably in any Business, Economic, Math, Science or Engineering fields with a GPA of 3.3 or higher
• Ability to interact with front office traders, sales people, and management in a fast paced, challenging environment
• Excellent listener and communicator (oral and written)
• Proactive, entrepreneurial/ambitious, and likes taking on initiatives
• International mind-set
• Advanced knowledge of MS Excel, VBA and/or programming
• Seek out diverse perspectives for broader insights,
• Create a workplace that inspires every individual to operate to their full potential, and
• Be aware of their unconscious biases and be open to understanding perspectives that are different from their own

Senior Manager, Online Banking Resume Examples & Samples

• The Senior Manager must be analytics focused and able to leverage tracking to inform design and enhance functionality already in production. It is important to be able to weigh quantitative and qualitative data before design begins
• The goal is to create and deliver innovative, simple, highly functional and aesthetically pleasing interfaces based on user-centered design principles. This person should be keenly aware and passionate about emerging design and usability trends across Web and Mobile as well as the evolving digital payments ecosystem
• Time to market is critical. The candidate must be comfortable operating in an agile development environment and able to make sound judgment calls based on the information available and considering multiple scenarios
• Bachelors degree required. Specialization in human-computer interaction, graphic design, product design or interaction design is a plus
• 7-10 years leadership experience in user-centered design, usability and development, preferably with a Fortune 500 company or leading digital firm
• Experience working in the Agile development framework
• Seen as a thought-leader in creating best-in-class digital customer experiences with experience in mobile apps
• Experience leading and/or observing user research and usability testing and translating insights into design decisions
• Demonstrated ability to lead cross functional teams in the development of scenarios, workflows, site architectures, interactions notes, wireframes and designs
• Experience in developing processes to manage complex activities
• Demonstrated ability to translate business requirements into meaningful interactive experiences
• Lean, Six Sigma and/or demonstrated process improvement expertise a plus
• Complex financial modeling of potential investments
• Development and support of an investment thesis
• Assist across all areas of the execution of complex private equity transactions, including valuation, due diligence, structuring, deal documentation and financing
• Assist with internal investment process, including preparation of Investment Committee materials
• Reporting responsibility for existing investments and portfolio companies
• Outstanding academic record (including bachelor’s degree or equivalent)
• Prior investment banking or private equity experience, preferably in the natural resources, infrastructure or transportation sectors
• Strong quantitative, financial modelling and analytical skills
• Top-tier teamwork skills
• Ability to multi-task and manage projects to deadlines
• Excellent communication, writing and presentation skills
• Ability to be detail-oriented and meticulous
• Demonstrated interest as an investor
• Ability and desire to play an active role across all functional areas of the IIG team

Banking Treasury Lead Resume Examples & Samples

• Monitors & ensures daily compliance for BP Mozambique and other new business ventures banking activities
• Proactively monitors and investigate uncleared items on Mozambique bank statements and any other queries/issues related to BP Mozambique banking
• Reviews month end journal entries and other Treasury month end processing
• Prepares and collates correspondence for FICA compliance
• Train and upskill users on banking platforms ( eg. Standard Bank Business Online; BIMNET))
• Lead and develop Treasury team Assistant
• Ensures relevant internal controls are adhered to/ implemented
• Coordinates reporting and analysis of cash movements and balances ( Daily cash Management)
• Assists with adhoc Treasury related issues on business request
• Support Cash & Banking Manager in ad hoc initiatives when required
• Prepares and collates monthly Month End and Quarter-end Reporting
• Assists with & ensures that all Treasury processes are documented and kept up to date
• Prepare daily cash flow forecasts for short term operational liquidity
• Collate & manage applications for Corporate credit cards
• Reniew & monitor fluctuations in major foreign currencies crosses against MZN
• Review and sign off daily FX rates for ISP recording
• Reviews EFT and cheque payments
• Reviews foreign currency transactions ( ie outgoing & inwards)
• Must have at least a 5 years relevant post qualification experience in a Finance, Banking or Treasury environments
• The incumbent must have a good working knowledge of Treasury/banking operational activities ; relevant banking and finance legislation and regulations
• Experience in :- interpreting & reporting management information
• Reviewing , recommending & implementing internal controls
• Balancing financial & business needs to deliver optimal business performance
• Ability to interact effectively with stakeholders & banking partners at all levels (good interpersonal skills)
• Excellent verbal and written communication skills in English & Portuguese)
• Good investigative and analytical skills
• Customer focused, service oriented and performance driven
• Ability to work well within a team environment
• Ability to work well under pressure within tight deadlines
• Strong Leadership skills
• Ability to work in a rapidly changing environment and prioritise accordingly
• Handle execution of operational duties with regard to business origination process at direction of GRMs (deal progress and timing, deal documentation and troubleshooting, problem solving, transaction follow-through, market research, internal/external communications)
• Liaison with Overseas Branches / Product Offices / Planning
• Coordinate preparation of value-added information for marketing materials/customer research
• Assist in the development and ongoing updating of industry related materials for internal and external purposes
• When applicable act as the Secondary Banker on major client relationships, will have direct client contact to help facilitate execution and relationship growth
• Preparation of periodic client revenue and profitability reports and forecasts as well as ongoing, active management of pipeline activity, including pipeline reporting, account plans
• Manage product group liaison to assist in structuring of deals
• Act as the primary contact for Global Network and management of Global Exposure Reports
• Proactively manage in-depth and up-to-the-minute knowledge of market trends, customer developments and credit issues
• Conduct due diligence on proposed client deals as required and creation of management transaction/deal memos

Comm Banking Cluster Market Leader Resume Examples & Samples

• Responsible for instilling the BB&T Mission, Vision, and Values within the assigned cluster
• Responsible for sales management and revenue generation within cluster. In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality. Responsible for the execution of the BB&T sales process within the branch through BB&T supported sales processes and other Community Bank initiatives
• Make proactive daily contact with clients and prospects either by phone, in person (including active lobby engagement using Plan-it to determine optimal times) to identify additional client financial needs, initiate client relationships, and attract and retain new client households
• Initiate, direct, and participate in outside retail and small business client development and in-house marketing programs. Responsible for branch prospecting for new consumer and small business households. Prospecting and providing additional solutions that will expand existing household relationships. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit and develop new consumer and small business households for the branches. Promote BB&T’s positive public image in the community
• Responsible for the balanced growth, servicing, and profitability of the Bank’s deposit products
• Work closely with the Branch Banker Team Leader in assigned branches for optimal staffing of the branch teams to include hiring, goal setting, performance reviews and ratings, salary reviews, promotional transfers, terminations, training, etc
• Two years of experience in financial services
• Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
• Bachelor’s degree in Business, Accounting, Finance or Banking

VP-banking Resume Examples & Samples

• 4+ years of experience working with Microsoft Office (Word, Excel, PowerPoint)
• MBA degree preferred
• Prior experience and knowledge of the Healthcare industry is preferred

Digtal Banking Product Managr Resume Examples & Samples

• As a contact point to liaise with other departments on product development and initiatives
• Ensure all tasks are delivered completely and in timely manners
• Propose new digital strategies to enhance current product offerings
• Support day-to-day business and project related activities
• To actively be involved in the designs, testing, and deliverability on new product initiatives
• Experience in banking industry

Head of Transactional Banking & Secured Lending Resume Examples & Samples

• Strategic management of all retail products and portfolio management including secured and unsecured lending, transactional banking
• Responsible for balance sheet management both assets and liabilities
• Develop and continuously seek to improve retail products suitable for an emerging market
• Develop product proposition that supports the ANZ Retail Banking product offering and delivery, service standards, pricing and credit standards
• Ensure that all products are within the risk and governance frameworks of ANZ
• Maintain and update the Retail Banking website in accordance with bank guidelines but tailored to local needs. Extend to electronic and mobile banking and beyond where appropriate
• Ensure adherence to the policies, processes and external regulatory and legislative requirements including sales management process
• Lead and empower sales and product managers
• Responsible for mortgage distribution through a dedicated lending manager team
• Proactively ensure industry knowledge is current and relevant and seeks out market practice
• Initiate and Implement client satisfaction surveys
• Clear understanding and commitment to the needs of the branch channel in particular training, marketing, compliance and relationship building, while maintaining a strong focus on potential growth of the customer base and leveraging customer and network referrals
• Strong analytical capability with ability to think laterally and the flexibility to be able to work in an environment of change
• Demonstrated understanding of lending and sales strategies
• Demonstrated ability to manage and grow loan and deposit portfolios
• Proven track record in achieving outstanding sales results through the servicing of clients and the building of beneficial relationships and networks

Yourplace Banking BDO Resume Examples & Samples

• Developing and maintaining an active portfolio of YPB client companies
• Provide effective customer relationship management in order to expand Citizens Bank share of business with key clients
• Make joint client calls with Commercial Banking / Business Banking RM’s in order to sell 3 new deals per month and achieve retail checking sales targets
• Execute worksite marketing activities including Financial Education Seminars and onsite enrollment sessions at client company location
• Secure YPB participation in company new hire orientation sessions and conduct special events including Employee Banking Days
• Train Branch select branch colleagues, ‘YPB Champs,’ within the Region on the YPB product offer, onsite execution, account opening and new YPB client on-boarding
• 2-3 years relationship management and consumer acquisition experience with commercial, business banking and consumer clients
• Proven track record dealing with commercial and retail bank management
• Proven ability to present to senior level management
• Strong acumen to sell and communicate detailed information in regards to financial products and services
• Public speaking experience necessary
• Business development experience necessary
• Strong analytical / problem solving skills
• Ability to translate data into information
• BA Degree preferred or equivalent experience
• Bank-at-Work experience is a plus

Assistant Director, Agency Banking Resume Examples & Samples

• Using your understanding of customer requirements to develop our customer propositions
• Managing our Product & Proposition related information and ensure consistency in our sales collateral
• Working with our Customer Experience team to deliver training and support

Manager Global Capital Markets Banking Resume Examples & Samples

• The preparation of credit requests for new and existing counterparties, which includes financial analysis and appropriate transaction structuring and risk mitigation, as well as all other credit related requests to be submitted to Global Risk Management for adjudication and other internal approval groups
• Provide ongoing credit and execution support for marketers/product teams and traders which includes supporting new business products/initiatives, and processing their limit requests within the requested timeline. The Manager will become the primary service contact for the onboarding, credit execution and maintenance of these GBM relationships for the assigned portfolio
• Assisting in structuring lending, trade finance and derivatives transactions and determining whether the transactions meet the risk/return profile for GBM and is in line with the stated strategy
• Ongoing oversight and monitoring of overrun reports generated by back offices in order to detect trading and limit overruns, and assisting in exception reporting and resolution of the same
• Liaise with and manage relationships with Global Risk Management, Counterparty Credit Risk, Market Risk Management, Legal, Tax, Finance, Compliance, Global Wholesale Services, Global Capital Markets Documentation, and other Execution teams
• Collaborate with team members to share best practices and market insight to effectively manage the portfolio as a team
• Understanding of trade finance and derivative products in relation to their credit risk. Familiarity with ISDA/CSA and other trading and credit documentation is essential, and knowledge of market practice/standard acceptable terms
• Ability to independently manage a portfolio of counterparties in various countries with varying banking sector dynamics, jurisdictions, accounting standards, regulatory requirements, etc
• Interpersonal and time management skills are essential, as is a strong aptitude for understanding and managing operational risks that impact the credit function
• It is preferred, but not essential, that the incumbent be familiar with regulatory and compliance matters in the financial services sector
• A willingness to embrace change
• Prior Banking experience in a credit or execution related role. Exposure to regions such as Latin America, Europe and Asia is considered an asset
• Proficiency in a second major language (in particular, Mandarin or Spanish) is considered an asset

CIB Treasury Services E-channel Banking Head Ed-singapore Resume Examples & Samples

• Define Asia Channel strategy to achieve enhanced capabilities, increase operational efficiency and increased revenue
• Partnering closely with clients and sales to understand their cash management needs and pull together leading edge solutions
• Help to drive the regional product agenda based on client requirements and local sector strategies
• Set, and execute against, the strategy for the product and solution set
• Leadership role in driving value proposition for the product with clients and front end teams
• Contribute towards thought leadership dialogues with clients and industry bodies
• Anticipate changes happening in the industry and lead from front to drive change
• Build and maintain relationships with APAC TS Country Heads, Global partners and Regional Sales teams
• Ensure strong Risk Management compliance and adherence to client relevant Audit, Credit, Compliance and Risk policies
• 10+ years experience in the financial services industry with significant experience in Cash Management and technical understanding
• Experience in client facing roles
• Analytical ability to understand local market requirements and determine appropriate strategy for the product
• Collaborative behavior to get internal support for business objectives and ensure high degree of teamwork to satisfy client expectations

Loan by Phone Banking Professional Resume Examples & Samples

• Follows standard scripts and procedures regarding products and services available
• Determines which lending products benefit the customer and completes the application for the customer
• Follows up with the customer and ensures the loan application processing is ready for close
• Safe Act registry required

Wholesale Banking International Resume Examples & Samples

• To develop relationship with Corporate Clients, Banks, Insurance Companies, Brokerage Houses, etc. within group of the defined client list and the target client list
• Covering a number of large Russian companies for local bond issues
• Distribute to the assigned group of clients all FM products from the approved products mandate
• Develop marketing activity/ approach to existing and potential clients, provide clients with strong information flow/support necessary to obtain/support clients business
• Adhere to Bank's limits, procedures and policies in the conduct of day-to-day business. Be compliant with local regulations
• Market FM products to clients/ new products development in order to fulfill financial goals
• Co-operate with other departments both on local and international level, ensure strong cooperation with local traders, Custody, Operations and London Sales team
• Define and obtain necessary counterparty limits for FM Transactions
• Development, valuation and marketing of structured products

Summer Intern Commerical Banking Resume Examples & Samples

• A Global Liquidity and Cash Management, were you’ll experience how we help clients manage their liquidity to ensure they make their cash work hard for their businesses
• Gaining an understanding of the Commercial Center network and developing an awareness of products, services and processes through customer facing engagement
• Ensuring the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation
• Actively contributing towards activities that have a positive impact on the Commercial Center’s financial performance
• Bachelor’s degree with a GPA of 3.2 or higher (graduation no later than June of the next calendar year). Finance/accounting-related or other quantitative concentration is a plus
• Consistently achieve objectives set for you and take action to improve your own performance
• Demonstrate working collaboratively with others colleagues, supporting them when possible
• Have experience of personally complying with business processes, rules and regulations
• Have experience of building effective customer relationships which create customer advocacy
• In addition to the details listed above, the ideal candidate will be proactive, forward-thinking, ready to challenge the status quo, with strong drive and determination, keen to learn and develop at all times, have a natural ability to build relationships with colleagues and a willingness to deliver on difficult assignments, possess an aptitude for understanding the underlying strategy which underpins the bank direction, be skilled at project management and have a keen interest in business development

Manager, Internet Banking Resume Examples & Samples

• 8 to 10 years personal banking or equivalent financial industry experience
• Call-center experience an asset
• Develop, lead and execute Marketing campaigns, staffing resources, sales and call volumes, client follow-up requirements and achievement of Internet Bank metrics and goals
• Preparation and review the CDF Annual Budget
• Research and propose business cases for new technology, new products or other solutions that improve efficiency, reduce costs or increase sales
• Ensure client retention, profitable growth, productivity and efficiency tactics are in place
• Track and report trends and feedback from client surveys. Look for actionable feedback and quick victories
• Ensure client experience is consistently positive and expectations are met or exceeded when possible
• Develop new and improve existing Internet Bank processes, procedures and best practices to ensure CDF maintains an optimal service level and growth in clients as per scorecard metrics
• Coordinate with Marketing & Product Development for Internet Bank product launches and campaigns
• Manage and deploy, when necessary, the Internet Bank’s Business Continuity Plan
• Address escalated client concerns brought forward by the Customer Service Team and ensures timely resolution
• Work with Assistant Manager CDF to ensuring business decisions align with approved policies and procedures
• Ensure new and existing staff have needs met for trained, coaching and one on ones
• Coordinate with Assistant Manager CDF to ensure coaching and feedback are delivered in a timely scheduled manner
• Back up to the Assistant Manager’s roles and responsibilities in times of absence
• Motivate, manage and coach the Internet Bank Customer Service Team, focusing on a high level of customer service delivery

Wholesale & Institution Banking Resume Examples & Samples

• Comprehensive induction course to ensure that you settle into your new role. During this course, you will learn about AIB, essential IT systems and risk management skills. Importantly, you will get to know other graduates through this course and kickstart your professional network
• Structured Learning Programme designed to ensure your professional growth. Our programme includes both classroom style and online learning covering topics from Financial Modelling to Real Estate Valuation and Bloomberg skills as well as advanced presentation and negotiation skills
• Professional Qualifications: We encourage our people to pursue professional qualifications aligned to the requirements of their current role. We will pay for your exams and provide study leave to help you prepare. Qualifications supported by WIB include ACCA and CFA
• Mentoring Programme:All graduates will have a mentor – somebody to turn to for advice and practical assistance
• On-the-job learning:Each team holds a wealth of experience and some of the most experienced bankers in the country. You will have an opportunity to learn from some of the best in the business and work with many of the largest customers of the bank
• An expected minimum 2.1 Honours Degree is a prerequisite for those joining AIB Wholesale & Institutional Analyst Programme
• Candidates must be fully authorised to work in Ireland or hold a valid work permit for the full duration of the contract. Unfortunately we are not in a position to provide sponsorship for this role

Deloitte, Banking & Securities Resume Examples & Samples

• Relevant experience in consulting or industry
• Significant experience and business understanding of retail or investment banking environments
• Knowledge and experience in BCBS239 and foundational data governance capabilities (including metadata, lineage, data quality)
• Data modelling and /or data architecture experience
• The ability to lead sales opportunities, develop proposals through to successful conclusion (Essential for Directors and Senior Managers, desirable for Managers)
• Programme/Project management or architecture development experience preferably using a recognised methodology
• Track record of managing data project delivery and project teams including ability to meet deadlines, overcome challenges and manage stakeholder expectations
• Strong analytical and problem solving capabilities
• Strong stakeholder management with demonstrable experience of engaging at senior levels
• Excellent presentation and report writing skills
• Understanding of the importance of managing risk and quality on data projects
• Experience of delivering Data Strategy/Data Governance initiatives in banking and securities
• Experience of defining data models for banking products, clients or risk metrics, including the use of industry standard models such as Teradata’s FS-LDM and IBM’s Banking Data Warehouse
• Knowledge of other relevant regulations (e.g. CRD IV, MiFID, EMIR, Basel III, FRTB, MAD)
• Strong SQL and data manipulation skills
• Strong academic record, preferably in a numerate subject such as Computer Science or Engineering
• Demonstrable consulting experience in a data discipline

Cib-brazil & Banking Oversight & Control Resume Examples & Samples

• Support BCOs and LCOs to design and execute project plans and programs to enhance a regional control agenda across identified business groups. Conduct strategic analyses to drive further and best practices
• Partner with the global control team to develop and execute the Self Assessments (RSCA) program. Identify specific risks (inherent & residual) and associated risk ratings, control assessments (evidence, findings & conclusions) and control ratings, as well as business guidance & procedures following the RCSA standards set forth for the Firm
• Support BCOs and LCOs to oversee lifecycle of regulatory and other issues management to validate appropriate actions has been taken in accordance with stated action plans, following firmwide guidelines
• Students of Business Administration, Accounting, Economics or Engineering

Online Banking Resume Examples & Samples

• Provides outstanding customer service to individuals contacting the Bank, by phone or online, by resolving issues, providing information, and looking for opportunities to strengthen the customer relationship through suggesting Bank products and services
• Demonstrates compliance with all bank regulations for assigned job function as applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training
• Keeps up to date on regulation changes
• Follows all Bank policies, procedures, and compliance regulations, and completes all required annual and job-specific training
• 1-3 years banking and Call Center experience preferred
• Extensive knowledge of Customer Resource Center platform operations and ability to adapt to multiple computer applications
• Ability to deal with a variety of people and situations
• Ability to organize and prioritize work
• Ability to perform complex troubleshooting and utilize problem solving skills in high pressure situations
• Requires strong written and verbal communication skills
• Completion of high school, or equivalent

Practice Leader Banking Resume Examples & Samples

• Lead and grow Pega Consulting billings in assigned projects and accounts within the Canadian banking industry
• Deliver the sell project margin goal by managing write-offs and staff assignments within the project budget
• Achieve a minimum of 20% personal billable utilization
• Achieve annual quota license as assigned with banking clients
• Develop and manage delivery teams and ensure projects are completed on time, within budget and with the highest quality
• Serve as project escalation point for your team’s clients to ensure high quality deliverables, solutions and client management on projects
• Collaborate with the Pega sales and technical organizations to maximize growth opportunities
• Develop and maintain deep client contacts as assigned with financial services and banking firms, including but not limited to the business areas of retail banking, commercial banking, cards, wealth management, and insurance
• 10+ years of experience in a professional services delivery or business development role
• Deep experience within the Canadian banking market, including but not limited to the business areas of retail banking, commercial banking, cards, wealth management, and insurance
• Ability to persuade and influence, using appropriate interpersonal styles and communication methods to gain acceptance of thoughts, plans, activities, services and products
• Documented track record of relevant success – including completed technology projects and sales wins
• Ability to travel up to 75% within Canada

Global Banking Services Director Resume Examples & Samples

• Vendor Governance: monitoring daily workflows and mailboxes
• Risk Management: collation and distribution of KRI’s / KPI’s, and key metrics
• Control Functions: Error identification and escalation
• Training and support: To be provided to both MS Control Group and GBS Vendor Team
• Internal Engagement: hosting daily / weekly calls to review work flow items
• Stakeholder Management: Conduct meetings with internal stakeholders, and external stakeholders (agent banks) to assess issues, performance and service levels
• Project Management: manage high focus account opening / closure requests on the back of key deliverables
• Process Improvements: Delivery of CTB projects
• GBS Infrastructure: working closely with GBS IT to continually improve the GBS IT infrastructure and workflow
• Subject Matter Expertise: develop current and in-depth knowledge of markets, account opening requirements and pre-investment information
• Strong influencing and relationship management skills
• Sound interpersonal skills, freely develops networks, builds consensus and develops alliances across the organization
• Risk awareness. The ability to react quickly to issues and track them through to conclusion
• A change agent ? always challenging the status quo
• Ability to work in a fast paced environment, both independently and as part of a team
• Ability to meet tight deadlines and has a delivery focused approach
• Strong sense of ownership and accountability for quality output
• Attention to detail and accuracy
• Highly motivated self-starter with multi-tasking abilities; ability to prioritize appropriately
• Entrepreneurial spirit and flexibility ? particularly in dealing with changing environments and different stakeholders
• Proven track record in building and motivating strong teams, alongside continued focus on staff progression and development
• Desire to work in an environment strong in teamwork, commitment and excellence
• Desire to build a career within the financial services sector
• Sound understanding of operations

Core Banking Project Resume Examples & Samples

• Carry out daily technical support on bank’s data and voice networks
• Govern and supervise network service providers to deliver quality services on NWS (Network Services) tower
• Manage the IT budget on NWS tower to ensure cost-effectiveness
• Act as DBS focal point for NWS tower related initiatives and escalation

Intern / Co-op, Global Banking Resume Examples & Samples

• 4 month co-op placement (January to April 2017)
• Currently in university accredited co-op program, preferably with a business, engineering or IT major
• Overall minimum GPA of 3.0
• Interest in full time employment with HSBC

AVP, Mobile Banking Resume Examples & Samples

• Responsible for delivering Internet/Mobile Banking projects & executing the overall DBS Channel strategy for consumer banking across the region
• Manage the regional Channel dashboard - acquisition, usage and sales
• Drive Regional Internet/Mobile Banking projects and Metrics - work with business/Country product teams to deliver projects based on Business Metrics
• Ensure the smooth operational roll-out of new Internet/Mobile Banking services to customers
• Responsible for ensuring consistent Channel experience and governance across the region

Banking Ops Administration Resume Examples & Samples

• Daily reconciliation and reporting of accounts assigned to the individual
• Using multiple internal systems to reconcile/review data
• Analysing data ensuring discrepancies/issues are investigated/resolved
• Process Improvement – participate in process improvement initiatives
• Undertaking tasks as per procedure, and producing key analysis within specified deadlines, ensuring complete, controlled and high quality work is produced that meets the overall objectives and deadlines of the department
• Escalating to the Reconciliations Services Group Team Leader / Section Manager any reconciliation that is at risk of missing the deadline
• Liaise with internal and external teams to investigate queries and resolve exceptions
• Investigate opportunities for self-development and improving knowledge of the business that you are servicing in order to improve skills and knowledge and deliver maximum service levels
• Organisational skills
• Results Focus
• Self-Motivated
• Experience using Microsoft Excel
• Intermediate MS Office Skills including Outlook, Excel and Word
• Minimum education to GCSE level or equivalent – 5 passed (including Mathematics and English) – essential
• A-Levels/Degree preferable
• Prepared to complete industry qualifications, as required

Real Returns™ India Restart Your Career as an Experienced Investment Banking Professional Resume Examples & Samples

• A cover letter which would help us understand your reasons for the career break and any other breaks in your overall career
• Your most recent resume with experience details
• Your expectations from Real Returns program and how do you think this program will help re-launch your career

Banking CSR Resume Examples & Samples

• Strong customer orientation
• Contribute to the Bank’s Regional goal
• To provide timely and accurate card services related to internal/external customer inquiries, maintenance, reservation and complaint over the phone
• Ensure all services delivered comply with ANZ Group strategy, policies, processes & standards & with external regulatory requirements

Manager GCM Banking Resume Examples & Samples

• Ongoing monitoring of market news/events and industry developments that may impact the credit quality of the portfolio, and potential ad-hoc in-depth analysis of credit related issues that arise
• The oversight of the negotiation and review of credit documentation, such as the ISDA/CSA, GRMA and GMSLA, for new transactions and onboarding of new accounts for various Scotiabank entities
• Actively using various Scotiabank and GBM Management Information Systems, trading and booking systems to provide accurate and relevant information as required
• Liaise with and manage relationships with Global Risk Management, International Banking, Counterparty Credit Risk, Market Risk Management, Legal, Tax, Finance, Compliance, Global Wholesale Services, Global Capital Markets Documentation, and other Execution teams
• Strong knowledge of credit analysis and lending practices, as well as financial markets
• Ability to perform under pressure and meet tight deadlines, sometimes for extended periods of time
• You should have a Diploma, and preferably possess Customer Service experience
• We are looking for individuals who are service-oriented and have good communication and interpersonal skills
• Effectively bilingual in English and a second language. The ability to understand a local dialect is an advantage. This is due to the need to communicate to customers on a daily basis
• No experience is required

Director Aboriginal Banking Resume Examples & Samples

• Demonstrated history of successful business development, including ability to network in external markets
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Strategic Thinking – Working
• Negotiation – In-depth
• Problem Solving –In-depth
• Aboriginal banking – In-depth
• Commercial Banking - Lending – In-depth
• Commercial Banking Products – In-depth

ERS Banking Resume Examples & Samples

• Assist clients with all stages of a product implementation
• O Proof of concept
• Master Degree in Computer Science, Mathematics or Finance
• Experience of working in a Software implementation role
• Significant experience in the Banking Industry within risk management
• Basel II and Basel III or ALM exposure gained in a Bank, a consultancy firm or a Software engineering company
• Excellent knowledge of existing and international regulatory requirements (e.g. EU - Capital Requirements Directive - CRD, Basel II) and in depth understanding of the proposed revision of the international regulatory framework (Basel III, CRD 3, CRD 4)
• Relevant professional qualifications (e.g.FRM or CFA) is a plus
• Technical skills on Relational databases and SQL
• Experience in Data Mapping between systems of financial and risk data
• Knowledge of Data Modelling within the Banking sector
• Skills in improving Data Quality
• Capability in drafting Data policies and documentation
• French and English mandatory to work with our clients

Banking Book Capital Resume Examples & Samples

• Research and develop credit portfolio models
• Conduct ad hoc portfolio analysis, as and when required, to support decision making within the business
• Key responsibilities include development of new models and challenge existing models, under senior guidance; this covers modelling, documentation, implementation, work with validation team
• The role will involve direct contact with various stakeholders in the business and in the risk function; the candidate should therefore be comfortable interacting with peers and senior management in other functions and influencing the direction of projects
• Outstanding analytical skills and an inquisitive mind are required to anticipate business needs and propose innovative solutions
• Master’s degree or PhD in a quantitative field: economics, mathematics, physics, engineering or quantitative finance
• Good R, Python or C++ programming skills
• Good communication skills (both written and oral) – ability to communicate technical work in an efficient and articulate manner to a non-technical audience
• Previous experience of credit portfolio modelling would be advantageous

Corp Banking Portfolio Mgr Resume Examples & Samples

• The PM works with the RM to assess and mitigate risks with their clients, determine appropriate covenants, and develop monitoring that meets U.S. Bank policy guidelines
• Responsible for the managing and monitoring the credit quality of a portfolio of warehouse lending clients to a zero charge-off level
• Performs periodic, in-depth financial analysis, assessing strengths and weaknesses of each client within their portfolio
• Ensures the structure of credit facilities are in compliance with U.S. Bank policies and procedures
• Reviews financial performance for compliance with loan agreement terms, including financial and other covenants
• Timely and accurate completion of credit displays and other related credit approval documentation
• Presentation of credit recommendations to senior management for approval
• Approves credit actions within assigned limits
• Responsible for keeping current on industry and commercial lending policies, products and services
• Actively participates in any required corporate and business line training in these areas
• Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position
• Actively works with customers to understand each customer's normal account activity, as appropriate for this position
• Demonstrated ability to analyze complex financial statements as a means of determining potential risks within a client’s operations
• Analyze Commercial Financial Statements
• Demonstrated ability to communicate effectively with peers and senior management
• Demonstrated ability to work independently and able to handle multiple projects and work with deadlines
• May direct the work of Assistant Relationship Managers or support staff
• Effectively manages complex credits
• Mortgage and/or Underwriting experience

International Subsidary Banking Portfolio Manager Resume Examples & Samples

• Knowledge of the ISB business and broader construct of HSBC’s Global Businesses
• Strong understanding of risk management and credit mitigants and strong credit knowledge
• Ability to multitask and prioritise a range of requests / actions to best support the ISB
• Appreciation of the changing economic, social and governmental environment in US
• Knowledge of international business and various industry sectors
• Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
• Appreciation of working in a global environment
• Developing professional expertise and credibility within business
• Minimum of 2-3 years’ experience in the Commercial or Corporate Banking environment
• Possess analytical and financial skills
• Good prioritising, organisational and time management abilities
• Ability to make decisions

Banking Agent Resume Examples & Samples

• Complete three-year College Diploma or academic equivalence in a related field and three (3) years relevant experience or relevant combination of education and experience
• Retail and/or commercial credit administration experience
• Very good knowledge of banking and financing products
• Experience with various Bank applications (internal systems)
• Recognized for delivering exceptional customer service
• Good sense of initiative and level of autonomy
• Mandarin and Cantonese knowledge is an asset

Head of Core Banking IT Resume Examples & Samples

• A Bachelor’s degree or equivalent experience with major or minor in computer science or related field and a minimum of twelve to fifteen years progressive experience in applications systems, including five years in management. Master’s degree preferred
• Demonstrate ability to lead, motivate, and develop personnel and a working knowledge of information systems technology; in-depth understanding of businesses supported
• Strong managerial, planning, technical and communication skills; strong people and team management skills particularly with project and cross functional teams; and the ability to establish strategic technical direction, translate concepts into actionable implementation plans, and identify technologies that improve productivity
• Design, develop, and maintain review procedures, tools, forms, work papers, and reports
• Monitor external and internal developments to identify a need for reviews. Evaluate topics presented by other groups for potential review. Provide recommendations for action based on analysis of developments. Manage the monthly industry development review meeting
• Assess upcoming reviews to determine the appropriate approach and methodology and prepare for review
• Gather and organize internal and external information to perform reviews, including but not limited to regulatory guidance, industry studies and reports, internal policies, procedures and resources, complaint data, marketing and other customer facing materials, prior exams, audits or internal testing, and other information available from Risk Management and Compliance colleagues
• Perform reviews, including evaluating procedures, processes, practices, and controls for fair and responsible banking risk
• Meet with applicable business line contacts to keep them informed throughout the review
• Prepare reports to management on the outcome of reviews
• Present conclusions and any responsive actions to FRBD and business line management
• Manage identified issues in accordance with issue management policies and procedures
• Develop and maintain a master review schedule
• Maintain detailed knowledge of all in process and upcoming review statuses and next steps
• Manage multiple reviews simultaneously and make adjustments as appropriate
• Seven to ten years of experience in an applicable risk management environment
• Applicable professional certifications
• Advanced understanding of fair and responsible banking laws and regulations, including Unfair, Deceptive, and Abusive Acts and Practices (UDAAP), Section 5 of the Federal Trade Commission Act, the Equal Credit Opportunity Act, the Fair Housing Act, and related federal bank agency standards, applicable regulatory guidance, and fair and responsible banking litigation and enforcement actions
• Understanding of financial products and services
• Experience preparing reports to senior management
• Strong research and analytical skills
• Effective oral and written communication skills
• Ability to work independently with minimal guidance
• Certified Risk Management Compliance (CRCM) or law degree
• Knowledge of U.S. Bancorp policies, procedures, and operations
• Previous experience as a bank examiner, auditor, or consumer financial protection lawyer
• Demonstrated experience developing and implementing new procedures and processes
• Solid organizational skills and demonstrated ability to manage a large volume of information
• Internship for approximately 10–12 weeks
• Travel within the state may be required as scheduled
• Perform other job-related duties or special projects as requested

Banking Branch Manager Resume Examples & Samples

• Analyzes branch expenses and implements strategies to reduce overhead
• Directs the development, implementation and use of productive sales strategies and techniques, generating additional bank business through any mean or channel provided by the Bank
• Oversees CCG/BCG tool and manages employees sales initiative. On the SME side and along with the BBR, focuses on companies with revenues less than $3.0 Million, performing significant calling activity on existing SME customers, prospects and Centers of Influence, to develop new business and to retain or expand ex Participates in branch functions and community activities to promote bank's image and growth ensuring that the Bank maintains a strong local presence
• Is responsible for managing branches Tier 1, ensuring that branch and Team Members meet or exceed their goals
• Proven track record of excellent sales management in a financial service
• Minimum of 1 year of sales management in banking or financial services environment or 7+ years of experience in retail sales management
• Graduation from a nationally recognized sales management trainee program
• Proven capacity to manage a sales process within an incentive based environment
• Leadership skills and demonstrated experience mentoring and developing a team
• At Least 7 Years Specialized Knowledge Ability to manage, supervise, instruct and coach
• Understands all appropriate policies and procedures and process that impact work activities

Senior / Exec-faas-banking Resume Examples & Samples

• Accounting qualifications (achieved or currently pursuing)
• Strong interpersonal skills: written, presentation and stakeholder management
• Proficiency in Microsoft Excel
• Ability to work independently toward set deadlines and effectively manage multiple tasks
• Experience in project management
• Experience working with international banks, and knowledge of banking business structures

Banking Transactions Specialist With English & French Resume Examples & Samples

• Performing controls in terms of payment details confirmation in a direct conversation with the Citi corporate customers (call-back) in English or/and French language
• Keeping effective cooperation and communication with Citi teams and branches involved in process
• Pro-active participation in migrating new activities and optimizing them
• Leading or participation in projects, including: participation in teleconferences, testing, documents verification
• Coordinating and participating creation and verification of operational procedures, descriptions of processes, process maps and capacity plans
• Analysis of operational errors, results of Voice of Customer survey. Initiating and implementing of corrective actions and improvements in consultation supervisor
• Implementing of own initiatives to improve performance quality and efficiency of the team - ability to identify ways to optimize the process
• Generating and reconciliation of control reports in relation to performed process
• Leading internal trainings for team members

VP, Banking & Capital Markets Resume Examples & Samples

• 12-15 years of advisory/consulting experience across risk, compliance, finance/product control, operations and technology related transformation (re-engineering, process improvement, automation) engagements, of which at least 5-7years experience (within last 10 years) is within the Banking Capital Markets domain “Investment Banking”
• Experience of working on Banking and / or Capital Markets practice in domains such as Trading, Risk, Operations, Asset Management, Product Control, etc
• High level of self-confidence and strong people skills
• Excellent presentation and written communication skills
• Eligibility to work in the United Kingdom
• Responsible for partnering with branch management to effectively manage a portfolio of business clients. Ability to identify loan, deposits and fee income
• Ensure applicable lending policies and procedures are followed. Responsible for adherence to applicable compliance regulations
• Develop small to midsized customer relationships to include all types of business banking and deposit products and services and maximize long-term customer satisfaction through aggressive cross-selling efforts to satisfy customers’ financial needs
• Analyze credit and financial information for customers. Lender is responsible at all times for the maintenance of the portfolio’s credit quality. This includes the proactive, early identification of deteriorating credits and the ongoing management of problem loans that remain in the portfolio
• Proactively market clients and prospects; represent Great Western Bank in the local banking and business communities; and develop a network of referral sources. Demonstrates understanding of customer cash flows
• Develop and manage a commercial/ag portfolio of 0-15mm+
• Bachelor’s degree in Business Administration, Finance or related area, or equivalent related experience required. Advanced Accounting course completion strongly preferred
• 1 - 3 years of commercial lending or related experience required. Experience with credit analysis preferred
• Demonstrate strong verbal and written communication skills
• Ability to maintain confidentiality required
• Manages the delivery of customer first service excellence
• Responsible for the administration of sales, service, operational efficiency, risk applications, internal control and Human Resources management activities to meet bank objectives for the branch
• Develops a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all employees
• Ensures the team is focused on the acquisition of new business and personal relationships and the retention and expansion of existing relationships
• Reports to the Retail District Executive
• Focuses on increasing Bank products and services, sales, number of clients, its business relation with the bank and always following the established policy and procedures
• Formulates and executes a customized team plan to acquire new, retain and grow existing SME and personal relationships
• Manages, coaches, directs and motivates every branch team member to promote and maximize sales opportunities
• On the SME side and along with the BBR, focuses on companies with revenues less than $3.0 Million, performing significant calling activity on existing SME customers, prospects and Centers of Influence, to develop new business and to retain
• Participates in branch functions and community activities to promote bank's image and growth ensuring that the Bank maintains a strong local presence

ATM Banking Rep Resume Examples & Samples

• Work with Marketing department to create, maintain, and distribute ATM marketing campaigns
• Monitor ATM activity, transactions, and errors
• Work with internal partners to resolve ATM issues
• Install new ATM in the field
• Coordinate ATM alarm calls with internal partners and vendors
• Create and modify ATM schedules and installation schedules
• Order ATM and office equipment ; Validate invoices
• Work with third party ATM vendors
• Assist settlement group with ATM requests
• Create and maintain various ATM department reports on monthly bases
• Be available to travel within Kansas City in short notice
• Self-Starter
• Good negotiator
• Client focus and strong customer service skills
• Applicable computer related skills
• Microsoft office Suite
• Advanced ATM knowledge
• Advanced skills with Excel

Banking Digital Transformation Expert Resume Examples & Samples

• Ability to lead large scale business and IT transformations (e.g., 4-5+ concurrent sprint teams) from strategy setting through planning and execution
• Deep expertise with Agile methodologies and ability to apply in different environments
• Strategic/execution focused – ability to develop plans/roadmaps to align with strategy
• Understanding of digital solutions (spanning operational, enterprise, and web/mobile/social platforms), with a keen awareness of current industry and domain trends
• Analytical thinker with excellent quantitative and superior problem solving skills
• Ability to handle fast-paced environment, managing multiple projects and consistent track record of meeting deadlines
• Strategic, creative, analytical and financial acumen as well as a strong business intellect and action orientation
• Manages effectively with vision and purpose, develops organizational capability, demonstrates solid flexibility orientation, as well as a bias toward effectively navigating continual change management
• Demonstrated ability to lead and inspire a team, to motivate and gain commitment and trust from direct reports and colleagues, and to ultimately develop a high performing team. Handson collaborative style of working is essential
• Outstanding communication and interpersonal skills, with a demonstrated ability to influence various levels of management, and to work across diverse business functions and teams that are geographically dispersed
• Entrepreneurial spirit with strong program and project management skills
• 15+ years’ experience executing and leading large scale business-technology implementations, with a strong focus on enabling banking transformative customer experiences and business capabilities
• Proven ability leading cross-functional teams from a mix of internal and external team members
• Ability to think quickly and critically on a broad range of technology and operational topics across various verticals
• Excellent written and verbal communication skills in both English and Chinese; ability to communicate with senior technology and business leaders and C-level executives
• Professional attitude and service orientation; team player
• Prior experience in management consulting a bonus

Head of International Subsidiary Banking Resume Examples & Samples

• CMB is at the heart of the Group’s strategy to be the Leading International Bank. Within this framework CMB is positioned as the Leading International Trade and Business Bank. The remit of this role covers our top-end international corporate businesses. The business operates in a highly competitive banking environment competing for international business where we have a “right to win”. The job holder will have responsibility for complex deal structuring
• Environment of the job: As such, the jobholder will be competing in a highly competitive environment against many locally-established financial institutions and possibly a number of national competitors
• Guidance and authority; The jobholder will report to the Country Head of Corporate and is given authority to plan, initiate, develop, and drive the initiatives for their client portfolio. They will be responsible for the profitability and performance of their team’s assigned portfolio
• Minimum of 6+ years’ experience managing complex commercial relationships with international needs
• Minimum 10-15 years general banking experience in a senior role with exposure in sales, commercial lending, credit structures, risk assessment and trade finance
• Track record of building & developing long term relationships including at key decision maker level for all clients
• Ability to interact with business customers at all levels
• Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
• Excellent time management, planning and organization skills
• Frequent international travel required
• Knowledge of how LC and MC clients operate
• Minimum of 5 years customer service or sales team management experience
• Knowledge of group systems, including CARM, ClientVision, HORIS, Global Links and GRPT
• Knowledge of CMB policies and procedures as per CMB FIM
• Wide personal connections within the group and outside the group (chambers of commerce and other associations

Product Mangement Lead, Banking Services Resume Examples & Samples

• Design compelling product value propositions and work with marketing and research teams to validate product constructs with clients and FAs
• Lead the team responsible for creating detailed business requirements for technology development
• Partner with Private Banking Operations to develop comprehensive cross-channel service delivery models
• Work with digital banking teams to ensure banking products have full online and mobile servicing, payment and account management capabilities
• Drive Marketing and Field Engagement activities in partnership with cross functional teams to drive impactful growth campaigns
• Ensure products function in compliance with all applicable laws and regulations and have clear and up to date terms and conditions
• Experience leading cross functional projects and associated timelines
• Functional experience in some or all of the following: product management and development, strategy, marketing, communications, finance
• Ability to communicate complex subject matter to senior management
• Strong interpersonal skills with a demonstrated ability to gain buy in across multiple disciplines and drive execution
• Ability to effectively navigate in ambiguous situations and highly complex environments
• Strong organization and analytical skills and attention to detail
• Ability to work under tight timelines

WO Internship FM Client Solutions Group & FM Quants Wholesale Banking Resume Examples & Samples

• Master student from a quantitative degree
• Experience with object oriented programming preferably with C++
• Basic understanding of financial markets and products
• (preferred) affinity with other programming and scripting languages
• (preferred) familiar with version control software
• (preferred) basic understanding of parallel programming
• Fast learner, hands-on, independent and result-oriented
• Available at least three days a week for a minimum period of six months

Country Head of International Subsidiary Banking Resume Examples & Samples

• Previous experience in the International subsidiary/Multinationals business
• Proven ability to gain substantial business for the Group across a full range of products
• In-depth knowledge of deposit products and of the concept of cashflows
• Good commercial lending, risk assessment, trade finance experience
• Proven ability to deliver creative and flexible customer solutions
• Robust knowledge of Trade, GLCM, GB&M, RBWM, and GPB products and capabilities
• Knowledge of structuring complex credit deals for clients and close engagement with Global Banking and Markets products
• Robust understanding of client planning methodology
• Bachelors Degree in Finance, accounting or related fields

ACH Banking Lead Resume Examples & Samples

• Provide training to all ACH Banking Associates by reviewing error reporting support desk issues
• Provide training for all ACH Banking associates, particularly new hires
• Work Support Desk tickets daily by researching and responding to customers in agreement with department expectations defined by service level agreements
• Incorporate a positive customer service approach in all interactions with dealerships and customers
• Daily/weekly monitoring of Reserves and ACH Banking utilizing schedules, depository reports, and monitoring of mail
• Ensure team has all schedules and statements reconciled and clean by month end deadline
• Assist in managing the ICMS process for banking
• Assist with projects and analysis
• Coordinate coverage for all other ACH Banking associates as necessary
• Minimum 8,000 keystrokes per min; 40 WPM
• Strong mathematical, analytical and problem solving skills
• Produce high quality work while under deadline pressure
• Ability to work independently and as a team member in a deadline-driven environment
• Must be highly organized and have excellent follow-up and prioritization abilities
• High School Diploma with minimum 2 years accounting experience
• ACH Banking experience
• Bachelor’s Degree with business background

Guildford Banking Centre Open House Resume Examples & Samples

• Thursday, Feb 16th, 2017
• 4:00 pm to 6:00 pm
• Guildford Banking Centre, 10355-152nd Street, Surrey, BC
• Please bring your resume and cover letter to this event

Related Job Titles

Banking Resume - Examples & How-to Guide for 2024

As someone who works in banking, you’re a trusted professional who knows their way around the finance world.

You give financial advice and guidance to your clients.

But when it comes to creating a job-winning resume, you’re the one who needs advice.

What does a good banking resume look like, anyway?

With so many people competing for the top banking jobs, you can’t afford to leave any questions unanswered. 

But don’t worry! Our field-tested resume examples and tips will get your feet through the door of employment.

• A job-winning banking resume example
• How to create a banking resume that hiring managers love
• Specific tips and tricks for the banking industry

Here’s a banking resume example, built with our own resume builder :

Follow the steps below to create a banking resume of your own.

Are you looking for a resume example for a different job position? Head on over to one of our related resume examples instead:

• Bank Teller Resume
• Accountant Resume
• Bookkeeper Resume
• Business Analyst Resume
• Financial Analyst Resume
• Executive Assistant Resume
• Consultant Resume
• Administrative Assistant Resume
• Office Assistant Resume
• Career Change Resume

How to Format a Banking Resume

Banking is one of the fiercest industries you can enter.

As such, you really need to put your money where your mouth is.

This involves creating a resume that stands out from the competition. 

But before you can get writing, you need to choose the correct format.

You see, even the richest of experience won’t impress a hiring manager that is struggling to read the content.

Have relevant banking experience? Then you’ll want to use the most popular format, known as the “ reverse-chronological ” format. It starts with your most recent work experience and then works backward through your banking history and skills.

You may also want to try these two popular formats:

• Functional Resume - This format focuses on your banking skills, which makes it the best format for those who have the relevant skills, but don’t a wealth of experience as a banker.
• Combination Resume - This format mixes both “Functional” and “Reverse-Chronological” formats, making it perfect for those with both the relevant skills AND banking work experience. 
• For a professional and precise resume, keep your banking resume to one-page. Feel free to check out our one-page resume templates .

Once the format is sorted, you need to choose the correct resume layout .

We recommend the following layout:

• Margins – Use one-inch margins on all sides
• Font - Pick a professional font that stands out
• Font Size - 11-12pt for normal text and 14-16pt for headers
• Resume Length – Stick to 1-page. Having trouble fitting everything into one page? Check out these one-page resume templates .
• As professional banker, the recruiter expects to see a highly-professional resume. As such, limit how creative you are with the font and layout.

Use a Banking Resume Template

Word is great for a lot of things.

Well, except for building resumes.

You see, you need a banking resume with a professional structure.

Those who have used word to create their own resume will know that one tiny change can ruin the whole structure.

For a professional banking resume, you can use a resume template .

What to Include in a Banking Resume

The main sections in a banking resume are:

• Contact Information
• Work Experience

For a banking resume that rises above the other applications, add these optional sections:

• Awards & Certification

Interests & Hobbies

So that’s a general overview, now it’s time to get specific about each of the sections.

For even more information, check out our guide on What to Put on a Resume .

How to Write Your Contact Information Section

As a banker, you know that accuracy is vital.

And it’s no different than with your contact information section. 

In fact, just one digit out of place can render your whole application useless. 

For your resume contact information section, include:

• Title – Make this specific to the exact job you’re applying for
• Phone Number - Check this multiple times. You see, one minor error can really mess up your chances
• Email Address - Use a professional email address ([email protected]), NOT that email you created back in school [email protected])
• (Optional) Location - Applying for a job abroad? Mention your location
• Hannah Atkinson - Banker. 101-358-6095. [email protected]
• Hannah Atkinson - Banking Angel. 101-358-6095. [email protected]

How to Write a Banking Resume Summary or Objective

Creating a professional resume that stands out is the #1 goal .

But HOW is this done? 

By using an opening paragraph that brings home the bacon!

These opening paragraphs come in two types: resume summary or objective.

Although slightly different, both are introductory paragraphs that sum up the main points of your resume. 

The difference between a summary and objective is that:

A resume summary summarizes your most notable banking experiences and achievements. It’s designed for individuals who have multiple years of finance industry experience.  

• Experienced banking professional with five years of experience at YZX BANK, where I used analytical and interpersonal skills to maintain a 99.60% customer satisfaction rating. Seeking a chance to leverage my banking skills to maximize the operations and quality of service at BANK XYZ.

A resume objective gives a quick breakdown of your professional goals and aspirations, which makes it perfect for junior bankers. Now, even though you’re talking about your own goals, it’s important to align your message to what the employer wants. 

• Enthusiastic finance student looking for a banking role at BANK XYZ. Two years of experience at a local accounting firm. Excellent organization, communication, and analytical skills. Keen to support your banking team, where my interpersonal skills can be leveraged to achieve the best quality of service.

So, which one is best for bankers? 

Well, a summary is suited for bankers who have been crunching the numbers for a few years, whereas an objective is suited for individuals who are new to the banking world (student, graduate, or switching careers).

• The hiring manager wants to see the benefits you will bring to the bank, not what it will do for your career. Also, banks want employees who have strong quantitative and communication skills, so use powerful action verbs and be as specific as possible.

How to Make Your Banking Work Experience Stand Out

What’s the best way to impress a recruiter?

Work experience!

Sure, the recruiter wants to hear about your education and skill-set, but nothing proves your talents like a wealth of banking experience. 

Use this layout in your experience section:

• Position name
• Company Name
• Responsibilities & Achievements

02/2017 - 01/2020

• Voted “Banker of the Year” in 2018 and 2019
• Followed best practises to process over 1000 loan applications
• Studied market trends and produced risk assessment documentation for management – contributing in $430,000 savings for our clients
• Trained and empowered a team of eight new bank tellers

For a resume that shows your best qualities, make sure to mention your achievements, rather than your daily responsibilities.

Instead of saying:

“Risk assessment”

“Studied market trends and produced risk assessment documentation for management – contributing to $430,000 in savings for our clients”

So, how exactly do the two differ?

Well, the second statement goes into much greater detail. It’s a clear example of how your abilities will have a direct impact on the success of the bank.

What if You Don’t Have Work Experience?

Maybe you’ve got a finance degree but have yet to work in a bank?

Or maybe you’re transitioning from a junior position at a competing bank?

Whatever your personal situation, you have options. 

You see, despite a lack of bank experience, you are still able to include relevant skills and experiences from other previous jobs.

For example, if you’ve worked as a junior accountant, you can talk about the crossover experiences. Just like a banker, you would have to pay great attention to detail, work with customers, and enjoy working with numbers.

For the students reading this, you’ll enjoy our guide on how to make a student resume !

Use Action Words to Make Your Banking Resume POP!

• “Responsible for”     
• “Worked with”    

You’ll find these exact words on nearly all banking resumes.

And since you need your banking resume stand out, we’d recommend using some power words instead:

• Spearheaded
• Conceptualized

How to List Your Education Correctly

Up next in your banker resume comes the education section.

Now, there’s more than one educational path to becoming a bank employee. 

The bank manager just wants to know your education to date.

Follow this format: 

• Degree Type & Major/Courses
• University/School Name
• Years Studied
• GPA, Honours, Courses, and other relevant achievements 

B.A in Banking and Finance

Chicago State University 

• Relevant Modules: Principles of Accounting, Consumer Finance and Banking Fundamentals, Financial Management, Risk Analysis, Finance and Economics, Bank Lending and the Legal Environment, Quantitative Methods for Banking, and more]

Still have questions? If so, here are the most frequently asked questions:

What if I’m still studying?

• No matter if you’re still studying or not, you should still mention every year that you have studied to date

Is my high school education important?

• Only list your high school education if that is your highest form of education 

What is more important for a banker, education or experience?

• If you’re an experienced banker, your work experience should be listed before your education

If you still have questions, you can check out our guide on how to list education on a resume .

Top 16 Skills for a Banking Resume

Being a successful banker requires a certain set of skills.

And the bank manager needs to know you have what it takes!

Now, you could be the most skilled banker in the world, but they still need to be clearly displayed on your resume – not locked away in a bank vault!

Here are the main skills a hiring manager wants to see from a banker:

Hard Skills for a Banker:

• Balancing Ledgers
• Risk Assessment
• Mortgages and Loans 
• Deposits and Withdrawals 
• Account Maintenance 
• Foreign Currency Exchange
• Investment Management 
• Safety Deposit Boxes
• Cash Handling 

Soft Skills for a Banker:

• Excellent Communicator
• Problem Solving
• Confident & Professional Manner 
• Organization 
• Negotiation
• Time Management
• Although bankers need soft skills, we recommend only including the main skills on your resume. It is also wise to only include soft skills that you posses, just in case the interviewer asks.

Looking for a more comprehensive list? Here’s a mega-list of 150+ must-have skills .

Other Resume Sections You Can Include

By now, you should have a resume that’ll get you through the doors of any bank.

Your #1 goal is a resume that stands above the competition.

And this is not the time to leave your future to chance!

The following sections will set you apart from the other candidates.

Awards & Certifications

Have you been awarded at your previous place of work?  

Did you win any competitions at university?

Have you completed any certifications to enhance your expertise?

Whatever your case may be, the manager will want to see any relevant awards and certifications.

Awards & Certificates

• Certified Financial Planner (CFP)
• Certified Financial Analyst (CFA)
• “Learning How to Learn” - Coursera Certificate
• “Banker of the Year” 2019 - XYZ Bank

Able to speak other languages?

Whether or not the job description specifically requires it, the ability to speak another language is an impressive skill. 

So if you’re able to speak another language, even to a basic standard, feel free to include it inside your resume, but only if there is space. 

Order the languages by proficiency:

• Intermediate

Now, you may be wondering, “ why does the bank manager need to know about my love of golf? ”

Well, the manager doesn’t need to know, but it does show them more about who you really are.

And this is great, as banks want an employee who they’ll get along with.

As such, listing your hobbies and interests can be a good idea, especially if it involves social interaction.

If you want some ideas of hobbies & interests to put on your banking resume , we have a guide for that!

Match Your Cover Letter with Your Resume

You don’t need us to tell you how competitive the finance job market is.

And when competing with experienced professionals, you need an edge.

But HOW can you get one?

Well, with a convincing cover letter!

You see, a letter is the perfect tool for communicating with more depth and personality. 

Oh, and it shows that you want THIS banking position in THIS bank.

Just like when building the resume, your cover letter also needs the correct structure. 

Here’s how to do that:

We recommend writing the following for each section:

Contact Details

All personal contact information, including your full name, profession, email, phone number, location, website.

Hiring Manager’s Contact Information

Their full name, position, location, email

Opening Paragraph

Create a powerful introduction that hooks the reader. Make sure to mention:

• The specific position you’re applying for – Banker
• An impactful summary of your most notable experiences achievements

Once you’ve impressed the hiring manager with your opener, you can delve deeper into the rest of your working history. Some of the points you can mention here are:

• Why you want to work for this specific bank
• What you know about the bank’s culture and vision
• Your most notable experiences and how they relate to this job
• If you’ve worked in similar positions at other banks

Closing Paragraph

This is where you:

• Wrap up the main points of the body paragraph
• Thank the hiring manager for reading
• End with a call to action, such as “It would be great to further discuss how my experience as an X can help the bank with Y”

Formal Salutations

To keep your resume professional, use a formal closing, such as “ Sincerely ” or “ Best regards. ”

Now, if you’re not a professional wordsmith, creating a job-winning cover letter is a difficult task. But don’t worry, you can use our how to write a cover letter article for guidance.

Key Takeaways

You’ve now unlocked the bank vault and discovered how to create a job-winning resume.

Let’s quickly review everything we’ve covered:

• Based on your specific circumstances, choose the correct format. We recommend starting with a reverse-chronological format, and then following the best layout practices
• Use a captivating resume summary or objective
• In the work experience section, highlight your most notable achievements, not your daily duties
• Match your banking resume with a convincing cover letter

Suggested Reading:

• How to Write a Bank Teller Resume in 2024
• How to Ace Interviews with the STAR Method [9+ Examples]
• 26+ Biggest Interview Mistakes (To Avoid in 2024)

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5 Banking Resume Examples That Made the Cut in 2024

Best for professionals eager to make a mark

Looking for one of the best resume templates? Your accomplishments are sure to stand out with these bold lines and distinct resume sections.

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Banking Resume

• Banking Resume by Experience
• Banking Resumes by Role
• Write Your Banking Resume

Banking FAQs

Whether you’re an entry-level bank teller or you’ve climbed the ladder to being a manager, working in banking requires that you know your stuff. Thanks to your in-depth knowledge of the financial landscape, interpersonal skills, and keen eye for numbers, your bank’s customers walk away happy after each visit.

With various legal regulations, keeping up to date with the latest banking software, and studying new products, you’ve got your hands full on a daily basis. However, you’ll need to find the time to create an effective resume to advance your career.

That’s where we come in. Our AI cover letter generator , banking resume examples and handy resume tips helped hundreds of banking professionals land their next jobs, and now, it’s your turn!

or download as PDF

Why this resume works

• Show your workplace impact in your banking resume by detailing your numbers in driving customer satisfaction, solving problems, and cutting down process time to optimize profits.

Experienced Banker Resume

• On top of your achievements, including a certification such as a Certified Bank Teller further lends credibility to your application and gets you closer to the door.

Bank Branch Manager  Resume

• To do this, display how you’ve streamlined processes, led teams, and boosted customer satisfaction. Now is great time to introduce metrics such as cutting administrative overhead, spearheading staff training, and more.

Personal Banker Resume

• Integrate your measurable achievements such as meeting sales quotas, solving customer problems, driving up profits, and so on in your personal banker resume .

Bank Manager  Resume

• Impress potential employers by showing your sales performance, customer service, and business growth metrics in your bank manager resume .

Related resume examples

• Investment Banking
• Bank Teller
• Financial Analyst

Create a Banking Resume that Matches the Job Description Perfectly

The key to crafting an irresistible application is to match the job description as closely as you can. 

For instance, if you’re applying for a senior bank teller role, include a good mix of skills that point to your banking proficiency as well as a couple of your interpersonal abilities. That includes things like conflict resolution and cross-selling, but also knowledge of anti-fraudulent measures and Oracle Flexcube.

In any case, try to check some of the most important boxes in the job listing. Keep things specific—instead of a vague “team player,” use more descriptive skills like “relationship building.”

Want some inspiration?

15 popular banking skills

• Fiserv Signature
• Loan Processing
• Banking Regulations
• Credit Analysis
• Oracle Flexcube
• Microsoft Dynamics
• Fraud Detection
• Basic Accounting
• Customer Service
• Sales Strategies
• FIS Horizon
• Crisis Management
• Temenos T24 Transact

Your banking work experience bullet points

You’re no stranger to various kinds of data, be it financial figures or customer satisfaction metrics. Data will be your best friend as you work on this part of your resume and discuss your greatest achievements. 

Refrain from simply listing off every single task from your past jobs—instead, frame your work as accomplishments and back it up with metrics.

In banking, money speaks volumes. Talk about the types of client accounts you’ve handled, investments you’ve guided, or branch budgets you’ve handled. There are many equally useful metrics, from reducing customer complaints to lowering the average wait times at your branch.

• Discuss your success in driving profits for the bank and its clients with financial metrics, such as revenue growth, ROI, and cost-to-income ratio.
• Mention any increases in efficiency, such as the branch performance rate, directing customers to other channels to free up more tellers, or optimizing client documentation.
• Take a customer-centric approach and talk about customer satisfaction ratings, retention, and engagement.
• Sales play a big part in banking, so show off metrics related to cross-selling, up-selling, handling loans, credit cards, and investments.

See what we mean?

• Fixed minor jam errors on NCR Selfserv that decreased customer wait time by 67%
• Detected 91% of fraud cases on Verafin and thwarted them without escalation to the supervisor
• Built 101 long-term client relationships, exceeding annual sales quota by 117%
• Conceptualized payment strategies for 12 big clients on Acuity that improved repayments to 98% rates

9 active verbs to start your banking work experience bullet points

• Facilitated

3 Tips for Writing a Banking Resume if You’re Starting Your Career

• You may be new to banking, but as long as you have any experience in working with customers, you’ve got a lot to talk about. Highlight past jobs where you worked with people, such as retail or tech support, but also college projects and internships. 
• Banking requires a great deal of attention to detail, so don’t make the mistake of sending out a resume that’s tailored to a different job. Take the time to read the job description and update your work experience and skills accordingly.
• Pick a resume template that lets you add courses or certifications and include them to increase your credibility. The Certified Bank Teller (CBT) certification is great, but so is the Anti-Money Laundering (AML).

3 Tips for Writing a Banking Resume for a Seasoned Financial Expert

• As you advance in your career, leadership becomes a key skill, whether it is training new colleagues or managing an entire branch. Provide examples of times when you were in charge, such as assigning tasks or handling performance appraisals.
• Don’t be afraid to flaunt your financial acumen by talking about your ability to manage budgets, control costs, or drive growth. For instance, discuss the kinds of budgets you managed for your branch or for particular business accounts, making sure to mention ROI to showcase your impact.
• A successful banker is one who leaves a trail of happy customers behind. Underscore this in your resume by including metrics like customer retention, cross-selling, or satisfaction ratings, as well as mentioning how you helped your staff stick to bank policies.

Unless your career spans over 10 years, we recommend sticking to a one-page resume . Much the way customers only skim the contracts they sometimes sign, recruiters only spend a few seconds scanning your resume, so it’s best to keep it short and sweet.

A resume summary or objective can be an effective way to quickly highlight a career-defining achievement or describe why you’re the right fit for this particular banking job. Use it to mention a couple of key skills, such as your risk management, and include the name of the company you’re applying to.

You can, but it’s better to show them through your work experience bullet points. If you do add some, make them relevant to the job—for instance, employee engagement for a bank manager position.

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Professional Banker Resume Examples

If you are looking to apply for a position as a professional banker, having a well-written and effective resume can make all the difference. Your resume should accurately reflect your qualifications, experience, and skills, which will set you apart from the competition. To make sure your resume stands out, it’s helpful to look at professional banker resume examples. This resume writing guide will provide you with some useful tips and examples on how to create an effective resume that can help you stand out to employers. With this guide, you will be able to craft a resume that will showcase your qualifications and increase your chances of getting the job.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

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Professional Banker

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

I am a professional banker with over 10 years of banking industry experience. I have a proven track record of providing innovative solutions to complex financial challenges and exceeding customer expectations. I am adept at delivering effective customer service and maintaining positive relations with all stakeholders. I am a team player and have strong communication, problem- solving, and analytical skills. I am confident that I can be a valuable asset to any organization.

Core Skills :

• Excellent customer service skills
• Detail- oriented
• Strong problem solving and analytical skills
• Knowledge of banking industry trends and regulations
• Proficient in MS Office Suite and banking software
• Excellent communication and interpersonal skills

Professional Experience : Banker, ABC Bank, NY

• Provided excellent customer service to all clients
• Resolved complex customer inquiries in a timely manner
• Performed loan and account closings, as well as account reviews
• Identified banking and financial services needs of customers
• Assisted with the development of new banking products and services
• Maintained banking industry knowledge by attending monthly seminars

Education : Bachelor of Science in Finance, New York University, NY

• Graduated with honors
• Received the Dean’s Award for Outstanding Academic Performance

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Professional Banker Resume Examples Resume with No Experience

• Recent college graduate with a Bachelor of Business Administration degree in Banking and Finance
• Strong understanding of banking principles, processes and procedures
• Well- developed analytical and problem- solving skills
• Excellent written and verbal communication skills
• Ability to work independently or in a team setting
• Proficiency in Microsoft Office Suite (Word, Excel and PowerPoint)
• Knowledge of financial analysis and reporting
• Familiarity with banking systems and software
• Excellent organizational, time management, and multitasking skills
• Ability to maintain confidentiality in financial matters

Responsibilities :

• Processing banking transactions, such as deposits, withdrawals, and transfers
• Providing customer service to banking clients
• Performing account reconciliation and balancing
• Assisting customers with questions and concerns about their banking accounts
• Identifying and recommending banking products and services
• Managing daily banking operations and reporting
• Recommending banking procedures and policies to management

Experience 0 Years

Level Junior

Education Bachelor’s

Professional Banker Resume Examples Resume with 2 Years of Experience

Dynamic and self- motivated professional banker with more than 2 years of experience in the financial services industry. Possess strong knowledge of banking regulations, customer service techniques, and loan evaluation process. Proven ability to identify and analyze financial trends, create reports, and develop customized solutions for clients. Possess excellent communication, interpersonal, and organizational skills.

• Knowledge about banking regulations, products, and services
• Customer service and problem- solving abilities
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
• Strong analytical and research capabilities
• Ability to identify and capitalize on market trends
• Excellent verbal and written communication skills
• Assisting customers in understanding banking services and products
• Developing customized loan and investment plans
• Evaluating investment and loan requests
• Monitoring and researching economic and market trends
• Analyzing client financial data
• Supporting sales and marketing initiatives
• Maintaining customer relationships
• Ensuring compliance with banking regulations

Experience 2+ Years

Professional Banker Resume Examples Resume with 5 Years of Experience

I am a professional banker with over 5 years of experience in the banking industry. During my career, I have been responsible for a wide range of banking operations, from loan processing to customer service. I am a highly motivated and organized individual, with excellent communication and problem- solving skills. My experience has allowed me to develop a deep understanding of banking operations, regulations, and customer service. I am confident that I will be an asset to any organization that requires my banking skills.

• Financial analysis
• Loan processing
• Customer service
• Risk assessment
• Banking operations
• Regulatory compliance
• Problem- solving
• Communication
• Processed loan applications and obtained credit checks
• Assisted customers with banking needs such as deposits, withdrawals, and transfers
• Reviewed financial documents and ensured compliance with banking regulations
• Assessed risk associated with loan applications
• Developed and maintained relationships with customers
• Resolved customer inquiries and complaints in a timely manner
• Monitored financial market trends and advised clients on investment decisions
• Processed payment requests and reviewed accounts for accuracy
• Developed and implemented strategies to improve banking operations

Experience 5+ Years

Level Senior

Professional Banker Resume Examples Resume with 7 Years of Experience

Highly experienced and knowledgeable banking professional with 7+ years of experience in banking operations, customer service and sales. Proven ability to develop strong working relationships with clients and colleagues, optimize processes in order to increase operational efficiency and manage complex projects. Fully equipped to review, analyze and assess financial data while delivering top- notch customer service.

• Extensive experience in banking operations.
• Excellent customer service and interpersonal skills.
• Strong problem- solving and analytical skills.
• Proficiency in MS Office Suite and financial software applications.
• Ability to quickly assess financial and market trends.
• Ability to explain complex financial topics in an easy- to- understand manner.
• Conducted financial analysis on various banking products and services.
• Managed customer accounts, ensuring compliance with banking regulations.
• Responded to customer inquiries regarding account statements, loans, rates and services.
• Developed and implemented strategies to maximize customer satisfaction.
• Provided support in managing branch operations, including daily banking activities and audits.
• Performed financial analysis on customer’s portfolio to assess investment opportunities.
• Analyzed and monitored the performance of financial markets and indices.

Experience 7+ Years

Professional Banker Resume Examples Resume with 10 Years of Experience

Highly motivated and experienced banking professional with 10 years of experience in the banking industry. Possess a proven track record of providing financial services and advice to customers, managing portfolios, and providing solutions to challenging situations. Possess a strong work ethic, excellent interpersonal and communication skills, and the ability to work well in a team environment.

• Client Relationship Management
• Business Development
• Portfolio Management
• Financial Analysis
• Credit Risk Management
• Banking and Financial Regulations
• Sales and Marketing
• Actively engaging with clients to understand their financial needs, developing relationships, and providing advice
• Managing a portfolio of clients and providing solutions to their financial situations
• Analyzing financial data and conducting risk assessments
• Developing and adhering to banking and financial regulations
• Identifying and developing new business opportunities
• Promoting the bank’s products and services to potential customers
• Providing sales and marketing support for the bank’s products and services

Experience 10+ Years

Level Senior Manager

Education Master’s

Professional Banker Resume Examples Resume with 15 Years of Experience

Highly experienced Professional Banker with 15 years of experience in the banking sector. Expert in financial analysis and risk management, with a solid understanding of the banking industry. Skilled at developing and managing client relationships, analyzing financial data, and supervising staff. Proven success in developing strategies to increase profitability and create financially sound portfolios.

• Risk management
• Client relations
• Investment strategy
• Staff supervision
• Asset management
• Loan origination
• Portfolio management
• Develop and manage client relationships, providing tailored advice to them
• Analyze financial data, identify trends and recommend solutions to increase profitability
• Supervise and train staff, hold regular performance reviews, and address any issues
• Develop investment strategies to create financially sound portfolios
• Manage assets, originate loans and adhere to relevant regulations
• Identify and mitigate risk in the portfolio, while working to optimize returns

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Professional Banker Resume Examples resume?

A professional banker resume should be a reflection of your qualifications, certifications, and experience that is tailored to your desired banking industry. Here is a list of the components you should include in a professional banker resume:

• Contact Information: Your name, address, phone number, and email address.
• Professional Summary: A brief overview of your skills, qualifications, and objectives.
• Work Experience: Include all relevant banking positions, including job titles, the name of the company you worked for, the length of time in the position, and the duties you performed.
• Education: Include all relevant degrees, certificates, and other qualifications.
• Professional Skills: List all skills related to the banking industry, such as risk management, financial analysis, customer service, and loan processing.
• Achievements: Include any awards or recognition you have received in the banking industry.
• Certifications: Include any banking or financial certifications you may have.
• References: Include contact information for two to three professional references.

By including all of the above components in your professional banker resume, you will be better equipped to stand out in the competitive banking industry.

What is a good summary for a Professional Banker Resume Examples resume?

A professional banker resume example should include a brief summary that highlights the individual’s experience and qualifications in the banking industry. This summary should include any relevant certifications, such as those from the American Bankers Association or the Institute of Financial Professionals, as well as any relevant experience in the financial services sector. Additionally, the summary should touch on the individual’s skillset in areas such as financial analysis, asset management, credit risk management, and other areas of banking. Finally, the summary should also include any relevant education and qualifications, such as a Bachelor’s degree in finance or accounting. By providing a brief summary of the individual’s qualifications and experience, a professional banker resume example can help employers quickly assess the individual’s credentials and determine whether they are suitable for a banking position.

What is a good objective for a Professional Banker Resume Examples resume?

A professional banker resume should have an objective that emphasizes your career goals and accomplishments. The objective should be tailored to the specific job you are applying for and should be succinct, yet compelling. Here are some examples of good objectives for a professional banker resume:

• To leverage my five years of banking experience and financial acumen to lead a high-performing team and grow the bank’s assets.
• To utilize my MBA in Finance and banking experience to develop and implement strategies that increase the value of bank assets.
• To leverage my expertise in financial analysis, banking regulations, and customer service to maximize profitability and ensure customer satisfaction.
• To use my strong interpersonal and communication skills to build strong relationships with customers and colleagues, while providing superior customer service.
• To use my experience in financial analysis, risk management, and banking regulations to identify and exploit opportunities for growth and expansion.
• To employ my experience in credit analysis, banking operations, and portfolio management to increase the efficiency and profitability of the bank.

How do you list Professional Banker Resume Examples skills on a resume?

When writing a resume for a banking position, it’s important to focus on skills that are pertinent to the position. This is especially true for banking positions, as employers in the banking industry require specific skills and knowledge to complete the job.

When creating a resume, it’s important to make sure that you list the skills you have that are relevant to the position. Here are some of the skills that you should consider including in a professional banker resume example:

• Analytical Thinking: Analytical thinking skills are important for banking professionals, as they help you to analyze financial trends, identify potential problems, and solve them.
• Risk Analysis: Risk analysis is a crucial part of any banking job. Being able to assess the risks associated with a particular financial move is key to making the right decisions for the bank’s customers and the bank itself.
• Financial Planning: Bankers need to be able to create comprehensive financial plans for their customers. This includes helping customers develop budgets, developing retirement plans, and more.
• Negotiation Skills: Bankers need to be able to negotiate with customers and other financial institutions in order to get the best possible deals.
• Customer Service: Bankers must have excellent customer service skills in order to provide their customers with the best banking experience possible.
• Organizational Skills: Being organized is essential for a banker. Bankers must be able to keep track of customer information, documents, and more in order to ensure that everything runs smoothly.

By including these skills in your professional banker resume example, you will be able to show employers that you have the skills and knowledge necessary to excel in the position.

What skills should I put on my resume for Professional Banker Resume Examples?

A professional banker resume should highlight your relevant expertise and experiences in the banking industry. When creating your resume, make sure to include the following skills:

• Understanding of banking regulations: As a professional banker, you must have a thorough knowledge of financial regulations and banking laws. Your resume should emphasize your understanding of banking regulations and compliance.
• Financial analysis: As a banker, you must be able to analyze financial data and trends in order to make informed decisions. Make sure to include your ability to analyze financial data on your resume.
• Risk management: In banking, risk management is key. Make sure to emphasize your experience in managing risk and developing strategies to mitigate risk.
• Customer service: A successful banker must be able to provide excellent customer service. Make sure to include your customer service experience on your resume.
• Problem-solving: In banking, problem-solving skills are essential. Showcase your problem-solving abilities on your resume.
• Communication: As a banker, you will need to be able to communicate effectively with customers, colleagues, and other stakeholders. Showcase your communication skills on your resume.

By including these skills and experiences on your professional banker resume, you will be able to demonstrate to potential employers that you have the skills and knowledge necessary to be a successful professional banker.

Key takeaways for an Professional Banker Resume Examples resume

A professional banker resume is an important tool for any individual who is entering the world of banking and finance. It is essential to ensure that your resume stands out from the crowd and accurately reflects your skills, knowledge, and experience. Here are some key takeaways to consider when creating a professional banker resume:

• Focus on your achievements – When creating a professional banker resume, it is important to emphasize your accomplishments. Make sure to include any awards, honors, or other accomplishments that you have achieved in the banking field. This will demonstrate to potential employers your level of expertise and dedication to the industry.
• Highlight relevant skills – When crafting a professional banker resume, be sure to emphasize any relevant skills and knowledge that you possess. These could include knowledge of banking regulations, experience with financial analysis, or familiarity with financial software.
• Keep it concise – A professional banker resume should be succinct, yet comprehensive. Avoid long paragraphs and instead focus on providing key information in an organized and easily readable format.
• Utilize a professional design – When creating a professional banker resume, make sure to utilize a professional design. This will help ensure that the document is visually appealing and communicates the information in an effective manner.

By following these key takeaways, you can ensure that your professional banker resume is both effective and impressive.

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Banking Resume

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If you work in banking, you are a trustworthy professional who knows your way through the financial sector. You provide your customers with investment counseling and recommendations. However, when it comes to writing a job-winning resume, you are the one who needs assistance. What exactly does a decent banking resume look like? With thousands of people competing for the top banking jobs,  you can not afford to leave any questions unanswered. But don’t be bothered! The banking resume and tips will help you get your foot in the door of a job.

10+ Banking Resume Examples

1. business banking relationship manager resume.

Size: A4 & US

2. Assistant Banker Resume Template

3. Free Banking Resume for Freshers Template

4. Free Banking Resume for Experienced Template

5. free professional banking resume template.

6. Finance & Banking Resume Example

Size: 104 KB

7. Sample Entry Level Banking Resume

Size: 10 KB

8. Banking Customer Service Retail Resume

9. Customer Service Representative Resume

10. Investment Banking Associate Resume

Size: 45 KB

11. Corporate Banking Relationship Manager Resume

Size: 44 KB

What Is a Banking Resume? 

To prospective employers , a banking resume highlights your career objectives. Employers examine your resume objective to see how your aims match theirs. A well-written resume will convince them that you’re the most suitable candidate for the job. Since your resume is likely to be one of the first things a recruiting manager reads from your submission, you must write detailed proof to ensure a positive first impression.

How to Write an Outstanding Bank Resume? 

 When you start looking for jobs, make sure you have a specific target in mind. Think about what sort of job you’d like to do. After that, consider the advantages and disadvantages of each. And imagine how the profession could progress in the long run. Do you want to become a bank teller? If yes, explore the potential of the individual resume section below. 

Step 1: Resume Summary 

The majority of candidates begin their resumes with a specific segment, such as qualifications or job experience. However, nothing beats a well-written resume description at the top of your resume when it comes to selling yourself. To be transparent, the overview of your profile is your resume. It’s a short resume for those who aren’t sure whether they want to read the rest of it for more details.

Step 2: Work Experience 

You certainly have a lot to say about your previous employment. And it’s at this point that formatting comes in handy. It will make it easy for the reader to follow the file. Make sure your job history is well-organized and follows a reverse chronological, with dates. It’s to make it easier for recruiters to see your career path by including the most current and essential stuff at the top.

Step 3: Educational Background 

Whether you’re a fresh graduate or it’s been a long time since you graduated, don’t just skim the surface. You can always provide detailed information about your studies. Let your academic accomplishments speak for you by stressing your contribution and hard work.

Step 4: Skills in Banking 

Since you’re applying for a banking position , bear in mind that this type of work necessitates is a mix of hard and soft skills. Each work description must contain unique keywords, which need to express in the thesis. Customizing your resume for each place you apply for is a vital aspect of the career hunting process.

Step 5: Certifications 

If you’re an experienced practitioner, including any certifications you’ve received throughout your career is a plus. However, if you still find there are holes in your skills, look at online qualifications. With the advent of high-quality online education, earning a solid finance degree can now be a matter within a few months with a little spare time.

Step 6: References 

To succeed in the banking business , you must have a high degree of secrecy and confidence. That is why, to succeed in your profession, you must have reliable references. You might ask your past bosses, coworkers, and other business insiders if they’d be able to put in a good word for you with your next employer.

What are the skills you should list on your resume?

There is an essential type of skills to cover on your resume. Some of such includes:

Active Listening

• Communication
• Customer Service
• Computer Skills
• Interpersonal Skills
• Management Skills

How can you write a resume for a bank teller with no experience?

When you have less experience, keep track of your education and relevant extras. Include a list of bank teller skills and financial abilities found in the job. Also, attach additional sections on your bank resume that are relevant to the job.

What’s a good objective for a bank resume?

Obtaining a challenging place in a prestigious company will enable you to expand your education, experience, and skills . Find a responsible job that allows you to put your training and experience to good use while still contributing to the company’s success.

If you are creating your resume , take note of the given information above. Also, feel free to download the banking resume templates available. They are convenient to use. Use them now!

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20+ Free Banking Resume Templates

In this busy world that we live in, where almost everything is a competition, even looking for a job seems like an endless competition too. One necessary tool that every applicant must bring when seeking a job is a resume. Here, we offer resumes made particularly for banking position. These are Targeted Resume templates that focus on banking industries where finance and corporate elements combined.

• Resume Templates
• Banking Resume Samples

Banking Compliance Resumes

Banking compliance analyst resume.

Banking Teller Resume Samples

Banking teller job resume.

1. Why Is a Resume Important?

2. how to write a qualifications summary on a resume.

• Authority. This is the part where you write your major skills, the number of years that you worked in your industry, and the general overview of your role.
• Creativity . Include projects that you started and brought to completion and a major issue that you solved.
• Efficiency. This section is where you write how you increased your company’s efficiency and how you met production deadlines and other relevant details.
• Recognition . Include the major awards that you’ve earned and any honors you’ve received.

Banking Manager Resumes

Banking product resume.

Assistant Bank Manager Resume

Banking Operations Resumes

Retail banking resume.

Investment Banking Operation Resume

Banking Operations Experience Resume

Investment Banking Resume Templates

Investment banking analyst resume.

Investment Banking Director Resume

Investment Banking Graduate Resume

3. Common Mistakes in a Resume

• Grammatical lapses and spelling mistakes. Your sample resume needs to be free from grammatical errors at all cost.
• A shortfall of specific details such as your accomplishments and what you’ve done in the past. Hiring managers need to understand what have you done that can contribute to the job you’re applying for.
• An attempt to fit everything on one page. Hiring managers want you to write a resume specifically for them. They expect you to show why and how you fit the position in a specific organization and these need to be written in as organized as possible.
• Featuring duties rather than accomplishments. Listing job duties is an easy piece rather than your achievements; however, this can cause a markdown.
• Avoid using phrases like “responsible for.” Use action verbs instead.
• A negative objective. Always keep in mind that hiring managers always read your resume objectives . Provide them something specific and something that focuses on their needs as well as your own.
• Leaving off necessary details . There are times where people tend to eliminate mention of the jobs you’ve taken to earn extra money for school. You will never know but the soft skills you’ve learned from these experiences are essential to hiring managers.
• Too visually complicated. If your resume is showing five various fonts style, it is highly likely it will give the employer a headache. So show your resume to several other people before sending it out. If what you have is harsh to look at, revision is the key.
• Listing references directly on your resume . List your specific references on a separate sheet. Submit them when specifically requested by a hiring manager.
• Too much nonstandard language. Job seekers commonly fill the experience section of their resumes with high-tech terminologies. You want tech and normal readers to understand what you’ve done, so use simple words instead.

Retail Banking Resume Templates

Banking manager resume sample.

Corporate Banking Resume Templates

Corporate banking associate resume.

Sales Banking Resume Templates

Banking sales experience resume.

Investment Banking Sales Resume

Banking Analyst Resume Templates

Banking business analyst resume.

Banking Data Analyst Resume

4. How to Write a Banking Resume

• Start with writing your name in the center, at the top of your resume. It should be in large and in bold print. In a smaller font, write your contact detail, including your phone number, home address, and email address.
• Don’t forget to include your executive summary. It will be a four to six sentence statement and should be written at the top of your resume. It summarizes all your relevant experiences.
• Write down your educational background. This part is where you will write the institutions you attended, the degrees you received, and your GPA (Grade Point Average).
• Include your leadership and work experiences. In this section, you should list relevant job experiences along with other unpaid work.
• Include the name of your employer. Once you are done providing this detail about the job. State your experience using bullet points.
• Write down your skills. This includes a combination of “hard” skills like and “soft” skills, which typically refer to your ability to cope with people.
• Always follow standard formatting. If you are not sure on which format to follow, you can refer to our Simple Resume samples for the standard format.
• Never forget to edit your resume. Because banking is a detail-oriented career, analysts will quickly recognize any formatting or typing mistakes and judge you harshly for that. So always proofread your work.

Banking Specialist Resume Templates

Personal banking specialist resume.

Banking Executive Resume Templates

Banking sales executive resume.

Banking Operations Executive Resume

Senior Banking Executive Resume

Investment Banking Executive Resume

Retail Banking Executive Resume

Banking Service Resume Templates

Banking customer service resume.

5. Do’s and Dont’s of a Banking Resume

• Do keep your resume brief and concise. A great modern resume should not take more than two pages. It should always summarize all keywords as much as possible.
• Do focus on your skills and qualifications. Qualifications are important when it comes to the banking organization. Make sure they’re easy to see.
• Do utilize bullet points. It allows you to summarize details easily into more organized pieces. This will be easy for employers to check your resume. Bullet points are the perfect way to prevent your resume from looking disastrous.
• Don’t add any photo. Not unless if you are asked to. Instead, market yourself with real credentials.
• Don’t use clichés. As much as possible, do not try to mimic someone else’s style of speech. Employers will only find out in the end, and it feels unnatural to read. This will give them an idea that something is not right.
• Don’t include unrelated accomplishments and details. Employers don’t want to read about unnecessary information. Focus directly on the main point. Keep the list of achievements to those that are relevant and may impress employers.
• Don’t fill your banking resume with pointless information. Ensure you include everything the employer may find applicable.

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Corporate banking executive resume, functional banker resume, bank project manager resume, bank teller resume, bank sales manager resume, investment banking associate resume, bank clerk resume, managing director investment banking resume.

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Land your dream job with free, customizable resume templates. Showcase your potential to recruiters and stand out from other candidates with a professional template. Whether you're applying to corporate positions or creative roles, go with a sleek design or show your creativity with bold colors .

Resumes don't need to look boring—add flair to your professional experience with a creative resume template. There are plenty of resume designs to choose from, like simple resume templates and modern resume templates. Each resume template is fully customizable in Microsoft Word , so you can personalize each design element and add your own text. Using a template also makes it easier to customize your resume for each position you apply to.

Print out as many copies as you'd like or download the template for free to share digitally when applying online. These professional resume templates are perfect for any stage of life or career. Whether you're a high school student, actor, or seeking a career in nursing, you can find any format for any job type.

There are also a variety of free CV (Curriculum Vitae) templates to choose from. A CV is often longer than a resume and contains an in-depth look at your education and professional accomplishments. Like our resume templates, these CV templates are also customizable in Word.

Remember, your next job is only a template away! Once you've customized your resume, explore free cover letter templates to help you land the job.