Personal Banker

Writing a great personal banker resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own personal banker resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the personal banker job you're after.

Resume samples

Gwyneth Forcey

gwyneth.forcey@gmail.com | (259) 511-3167 | Rio Rancho, NM

Summary


I have over three years of experience as a Personal Banker. In my previous role, I was responsible for providing financial services to clients and developing long-term relationships with them. I provided expert advice on products and services that best met their needs, managed their accounts, and resolved any issues they had in a timely manner. I also generated new business through referrals from existing clients. My ultimate goal is to provide excellent customer service while achieving targets set by the bank.

Experience


Personal Banker at Wells Fargo, NMMay 2022 - Present

  • Exceeded sales goals by 15%.
  • Grew customer base by 20%.
  • Developed and implemented a new marketing campaign that increased brand awareness by 25%.
  • Trained and mentored 4 new Personal Bankers, resulting in a 95% success rate.
  • Consistently provided exceptional customer service, as evidenced by receiving the “Customer Service Award” for 3 years in a row.
  • Successfully managed large caseload of up to 150 clients.

Personal Banker II at Bank of America, NMAug 2019 - Mar 2022

  • Exceeded quarterly sales goals by 15%.
  • Grew new customer relationships by 25%.
  • Achieved a 95% satisfaction rating from customers.
  • Generated $2.5 million in new loan business.
  • Provided expert financial analysis and guidance to clients, leading to 10 major account conversions.
  • Managed a portfolio of 150 high net worth individuals with an average account balance of $1.2 million.

Education


High School Diploma at Highland High School, NMAug 2015 - May 2019

I've learned how to read, write, and do math.

Skills


  • Cash management
  • Customer service
  • Financial analysis
  • Loan processing
  • Mortgage lending
  • Personal banking products and services knowledge
  • Sales

Loria Vruwink

loria.vruwink@gmail.com | (138) 174-3013 | Bismarck, ND

Summary


I have over three years of experience as a personal banker. In my previous role, I was responsible for providing financial services to clients, including taking deposits, issuing loans and processing payments. I also provided guidance to clients on how to manage their finances effectively and helped them reach their financial goals. My excellent interpersonal skills allowed me build strong relationships with clients, which resulted in repeat business and referrals.

Experience


Personal Banker at Gate City Bank, NDMar 2022 - Present

  • Achieved a 95% satisfaction rating from customers surveyed.
  • Exceeded new account opening goals by 25%.
  • Cross-sold additional products and services to 80% of new clients.
  • Grew the loan portfolio by $2 million through effective prospecting and relationship building.
  • Averaged 10 appointments per week with potential clients.
  • Negotiated favorable terms on behalf of four commercial clients, resulting in an increase in annual revenue for the bank.

Personal Banker II at Starion Bank, NDJul 2019 - Jan 2022

  • Achieved a 100% satisfaction rating on all customer surveys for the past 6 months.
  • Grew personal book of business by 20% last quarter.
  • Exceeded quarterly cross-selling goals by 15%.
  • Trained and mentored 2 new Personal Bankers I, helping them to reach their potential and grow within the company.
  • Led team in creating best practices for handling complex financial transactions.
  • Consistently recognized as top performer in department.

Education


High School Diploma at Central High School, NDAug 2015 - May 2019

I have learned how to study for and take tests, how to do research, and how to write papers.

Skills


  • Customer service
  • Sales
  • Communication
  • Interpersonal skills
  • Cash handling
  • Computer skills
  • Organizational skills