123 Main Street • Atlanta, Georgia • 30339
Home: (555) 555-1234, Cell: (555) 555-1235
Objective: Seek the Position of Banker
SUMMARY: Highly knowledgeable, creative and result-oriented Banker with huge background in establishing and maintaining positive customer relationships, planning and delivering effective sales strategies and monitoring the progress of new and existing financial products.
Summary of Qualifications
More than six years experience.
Strong financial modeling and analytical skills.
Great computer skills (Excel/Word/PowerPoint).
Exceptional understanding of valuation theory, methodologies, and applications.
Proven ability to work cooperatively with all levels of staff.
Excellent verbal and written communication skills.
City Bank Express, Rainbow County, Minneapolis 2002 - Present
Implement the delivery of sales strategies and targets and motivate employees to meet these.
Establish and maintain effective relationships with new and existing customers, establishing their needs and advising on the suitability of services.
Visit business customers and attend meetings and conferences with them and other professionals.
Manage and support staff and facilitate appropriate continuing professional development (CPD).
Communicate implementing and monitoring compliance with corporate standards and procedures.
Process data to produce accurate facts, figures and reports.
Evaluate new and renewal lending proposals, negotiate terms with customers and, where appropriate, submit proposals to the credit department for approval.
Check accounts and initiate action if they are overdrawn without arrangement or are in excess of agreed arrangements.
Assume overall accountability for products and services, such as consumer lending, current account transactions, unsecured loans, overdrafts, credit cards and personal loans.
Network with appropriate professionals.
Represent the bank within the wider community.
City Bank Express, Rainbow County, Minneapolis 2000 - 2002
Banker Trainee (under supervision)
Researched and analyzed financial statements, general economic conditions, industry specific trends.
Developed valuation and other complex financial models.
Assisted senior bankers in preparation of sales memorandums, marketing materials, research reports, presentations, and other offering and business development materials.
Conducted due diligence, and organized and managed data rooms.
Assisted the private equity investment principals in evaluating investments and in working with portfolio companies.
Education And Professional Training
MBA, University of Minneapolis (2000)
Bachelor's Degree in Finance University of Minneapolis (1998)