Financial Center Resume Sample
Tom Parker
6268 Cordell Burgs,
Los Angeles,
CA
+1 (555) 447 2753
Work Experience
Financial Center Manager
03/2016
-
PRESENT
New York, NY
- Oversee the complete consumer loan process. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passedtothe appropriate loan officer and maintaining relationship as appropriate
- Provide leadership necessary to ensure the call lists are actively worked, as well as any other means for obtaining new business and retaining current business is completed
- Sales/Goals Function Lead the Sales function for the financial center, setting the example and tone for a strong sales environment. Consistently meet and exceed profit, deposit, and loan sales goals as defined by the RegionalManager,activelysolicitingthe various retail and Bancorp products
- Oversee the complete consumer loan process. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applicationspassedtotheappropriate loan officer and maintaining relationship as appropriate
- Financial and operational management
- Drive revenue by engaging staff on business strategy and performance results
- Evaluate key performance indicators to identify opportunities for improvement
- Execute sales and service delivery strategy by fostering collaboration between financial center teammates, partners and specialists to deepen customer relationships
Financial Ctr Mgr-19th & Thunderbird Financial Center
04/2011
-
10/2015
New York, NY
- Proactively identify and manage risk in business, product and service transactions
- Responsible for building client traffic, engaging and appropriately routing clients and client retention
- Responsible for the general look, feel and attractiveness of the center, ensuring space is leveraged to accommodate clients
- Responsible for building and maintaining camaraderie amongst center associates, while ensuring all teammates drive collectively toward financial center goals
- Lead local, tactical plans around marketing and business development
- Develop Financial Center image and a personal reputation as a trusted advisor for banking needs in the local community
- Build strong, lasting financial relationships with customers by delivering best-in-class, creative, customized, extraordinary customer experience moments
- Greet customers, build rapport and develop an acute understanding of their personal financial needs
Personal Banker, Myers Financial Center
05/2006
-
02/2011
Detroit, MI
- Use expert-level product knowledge and a keen analysis of customers’ profile to recommend products and services that best meet their needs
- Ensure accounts are properly and thoroughly set up; ensure customer information meets Bank and regulatory documentation requirements
- Develop tools for FCOs to assist customers with all questions; advise clients on financial alternatives and solutions, and ensure customers receive a timely resolution to all issues and feel great about their interaction with the Bank
- Ensure FCOs are current on, adhere to, and have all materials necessary to accurately communicate and implement Bank policies and procedures
- Ensure all Financial Center sales are compliant with Bank operational, confidentiality, and security policies and procedures, including privacy policies and procedures to maintain customer confidentiality. Create and enforce appropriate reviews as needed
- Develop tools for FCOs to assist customers with all questions; advise clients on financial alternatives and solutions, and ensure customers receive a timely resolution to all issues and feel great about their interaction with the
- Builds and Retains Customer Relationships
- Responsible for building client traffic, engaging and appropriately routing clients, and client retention
- Manage Teller unit including performance management, employee relations, coaching, training, and corrective action; responsible for employee development and retention
Education
Wayland Baptist University - Anchorage Campus
2001 - 2005
Bachelor's Degree in Business Administration
Professional Skills
- Applies strong critical thinking and problem-solving skills to meet clients’ needs
- Applies strong critical thinking and problem-solving skills to meet customers’ needs
- Apply strong critical thinking and problem-solving skills to meet customers’ needs
- Strong customer service, relationships building, sales and management skills. Ability to handle various client concerns and problems
- Excellent listening, communication and persuasive skills
- Strong interpersonal skills with the ability to interact with all levels of an organization
- Strong financial and business acumen including experience in leading managers and interpreting
How to write Financial Center Resume
Financial Center role is responsible for bilingual, spanish, interpersonal, customer, financial, reporting, benefits, microsoft, leadership, banking.
To write great resume for financial center job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Center Resume
The section contact information is important in your financial center resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Center Resume
The section work experience is an essential part of your financial center resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial center responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial center position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Center resume experience can include:
- Strong, polished, articulate, effective communicator with demonstrated sales and service skills
- Build strong, lasting, financial relationships with clients by delivering best-in-class, creative, customized, extraordinary client experience moments
- Apply and translate complex strategies into specific tactics and actions and effectively execute them within a highly matrixed organization
- Effectively lead cross functional teams with both direct and indirect ownership
- Is proficient in computer skills and professional programs (for example Microsoft Office)
- Has 3+ years’ experience building, leading, managing and coaching a team
Education on a Financial Center Resume
Make sure to make education a priority on your financial center resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial center experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Center Resume
When listing skills on your financial center resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial center skills:
- Identifies customer financial needs using profiling skills and works with customer to develop and achieve financial goals and objectives
- Marketing experience with proven expertise in marketing strategy and integrated campaign management
- Communicates effectively and confidently, and is comfortable engaging all clients
- Six years financial sales and service experience in a retail branch environment with three years direct supervisory and coaching experience
- Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives
- Demonstrated experience in developing new to bank small business relationships with annual revenues up to $1 million
List of Typical Experience For a Financial Center Resume
1
Experience For Financial Center Manager Resume
- Direct work experience in consumer financial products; general understanding of and, desire to learn about banking operations
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Successful community outreach and client sourcing (via local networking events, cold calling, etc.)
- Delivers Customer Value/Consultative Selling
- Greet clients, build rapport, and develop an acute understanding of their personal financial needs
- Has been successful working in a client-focused and results-driven environment
- Financial services, banking, sales, or the equivalent. (Required)
2
Experience For Financial Ctr Mgr-19th & Thunderbird Financial Center Resume
- Resolve escalated financial center transactions; make risk-based transaction decisions and discus with Private Client Groups to minimize risk to the bank
- Provide Private Client Groups with direction and expertise on financial transactions; assist with changes and updates of policies and procedures
- Partner with Group Directors to create and maintain an efficient business environment for clients; provide excellent service, respond to inquiries and requests regarding client accounts
- Oversee Financial Center including the flow of cash and financial instruments in accordance with policy and procedures; provide training to staff, maintain supplies for bankers/tellers, and resolve facility related issues
- Perform internal reviews of financial center activity (large balances, overdrafts, new clients, general ledgers, etc); compile and create reports as needed
- Client-service oriented and enthusiastic team player; able to maintain positive relationships with business clients and various Private Client Groups
3
Experience For Financial Center Operations Mngr-19th & Market Financial Center Resume
- Builds and Retains Customer Relationships
- Build brand trust and placement as clients’ primary savings institution through regular contact with assigned client groups
- Guide and train clients on Bank technology
- Use expert-level product knowledge and a keen analysis of customers’ profile to recommend products and services that best meet their needs.Ensure accounts are properly and thoroughly set up; ensure customer information meets Bank and regulatory documentation requirements
- Sales-oriented with the ability to
- Compile and create reports on financial data and perform internal reviews of financial center activity (large balances, overdrafts, new clients, general ledgers, etc.)
- Maintains a superior culture of service by actively identifying, coaching, developing, motivating and supporting associates to establish and maintain relationships with clients and to provide and overall meaningful client experience
4
Experience For Financial Center Manager, VP Resume
- Leads the financial center to increase growth and profitability using a consultative approach and a structure process of providing coaching and support, consisting of coaching and support to drive improved associate performance. Sets clear objectives for the financial center and associates, monitors progress and tracks results
- Conducts outside calling activities to generate new small business relationships and to maintain and expand existing consumer and small business relationship. Small business relationships handled by the financial center are business with annual revenues up to $1 million
- Ensures both self and associates are well trained to educate clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options to access their accounts 24 hours a day/7 days a week and to apply product and procedural knowledge to solve client problems appropriately and efficiently
- Supports the Bank's strong risk management culture through awareness, knowledge and sound decision making. Responsible for ensuring all transactions and practices within span of control comply with all regulations and for keeping the branch in compliance with all bank policies, procedures and internal audits
- Maintains strong relationships with internal business partners to provide clients with experts who can assist them with their specialized financial needs
- Serves as a representative in various civic and community functions to further enhance the Bank’s brand image and develop additional business
- Builds and Retains Customer Relationships
- Leads and builds trusted advisor relationships with current customers through needs identification and appropriate product recommendations using poised, confident communication and presentation
- Demonstrates a personal interest in customers’ financial goals. Adjusts conversation and presentation style to customers’ personalities and interests. Demonstrates ability for acquiring and retaining profitable customer relationships
5
Experience For Financial Center Operations Manager Resume
- Cultivates long-lasting customer relationships by providing ongoing, proactive service of total customer relationship needs. Migrates all customers to alternative delivery options for routine banking transactions (e.g., Online Banking, Bill Pay, First Link, ATM), while still emphasizing the importance of the customer relationship
- Introduces the customer to Financial Planning services and builds customer confidence in the process and plan outcomes. Supports Financial Planning teammates and the customer in preparation of the data gathering appointment
- Follows up with customers to implement the delivered Financial Plan. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value
- Lead a team and operate as a business owner by observing and coaching team and individual performance to collectively meet goals, establishing action plans as applicable
- Grow your network to maximize effectiveness in meeting client needs. Build relationships with teammates and specialists to assist clients with financial needs and/or problem resolution
6
Experience For Greater Philadelphia Market Assistant Manager 69th Street Financial Center Resume
- Confidently build relationships with clients. Gain in-depth knowledge of clients’ financial life priorities and connect them to Bank of America solutions that meet their financial goals
- Lead overall measurement plan for team. Developing KPIs and working across analytics and reporting to prove effectiveness of marketing deliverables
- Continuously learn by using resources and technologies to optimize the client experience
- Translate multi-source data to marketing messaging and program strategies
- Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (such as online banking, mobile banking and ATMs) that benefit them
- Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines
- Leverage Enterprise Segmentation to develop segmentation strategies across the team and channels. Partner closely with Strategy, Analytics and Research – to become client segment SME for Financial Center Channel
- Build client level message frameworks for specialty focused store types (Community/LMI, Student). Determine how we build a plan ‘to scale.’
- Channel lead for “Clean room pilot” - understand customer needs, develop message strategy and approach and lead the integration across Sales Support, Associate Offers and FC/ATM
7
Experience For Assistant Manager Camden 5th & Market Financial Center Resume
- Impact and influence others in order to inform and execute a new client strategy and plan
- Analytical-based marketing skills to inform client-focused growth plan Experience leading client-focused strategies and marketing programs across products and channels
- Strong management skills, including the ability to prioritize and delegate work, meet deadlines and budgets and effectively address issues to keep programs on track
- Strong interpersonal skills, with demonstrated ability to work collaboratively in teams; Flexible, adaptable with demonstrated ability to navigate in ambiguous circumstances
- Driving exceptional service levels within your branch through effective resourcing planning of the teller line and banking hall through your management team. Building on the Citi’s Net Promotor Score (NPS) through your individual branch customer base
- Direct management experience in a retail bank or a sales environment
8
Experience For Financial Center Assistant Manager Resume
- Teamwork / First Power
- Bilingual Spanish Required (fluent verbal and written)
- Bilingual Mandarin Required (fluent verbal and written)
- Bilingual Korean Required (fluent verbal and written)
- Bilingual Vietnamese or Spanish Required
- Bilingual Mandarin, Cantonese or Korean Required (fluent verbal and written)
- Other locations: Fort Lauderdale and Boca Raton
- Direct customer service / customer relationship experience in a professional environment with a demonstrated ability to create positive customer experiences
9
Experience For Personal Banker, Myers Financial Center Resume
- Bilingual (fluent verbal and written)-Spanish or Korean fluency required
- Responsible for oversight of associates within the center
- Under direction of the financial center manager, is responsible to assist in achieving financial center strategic goals through their own production, as well as the oversight of inside sales and service
- Works closely with regional sales manager and area operations manager to achieve sales and service objectives and maintain operational integrity. Responsible for hiring, coaching and discipline decisions in partnership with financial center manager
- Ales management, leadership and operations, risk management, or the equivalent. (Required)
- Invigorated by constant personal interaction
- Extends credit to businesses and/or individuals through a wide variety of commercial, consumer, real estate, and agricultural loans
- Responsible for community development and relations
10
Experience For Co-financial Center Resume
- Previous success in sales as an individual contributor or manager
- Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook) Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Working knowledge and understanding of laws and regulation pertaining to the banking industry
- Knowledge and interest in connecting clients to available technology
- Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapters of national organizations such as the United Way
- 5 of years retail/branch banking experience including 2 years in a management role
List of Typical Skills For a Financial Center Resume
1
Skills For Financial Center Manager Resume
- Strong financial acumen and interpersonal skills required to manage a Financial Center
- Bilingual Mandarin Required skills
- Demands a high level of communication skills
- Consulting experience. If possible, Top Tier strategic consulting firm
- Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience
- Retail/branch banking experience
2
Skills For Financial Ctr Mgr-19th & Thunderbird Financial Center Resume
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
- Experience in financial services, mortgage, retail or hospitality
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives and employees’ professional capabilities
- Direct work experience in consumer financial products; general understanding of and, desire to learn about, general banking operations
- Previous experience as a Branch Manager at a SunTrust Banking Center 2, or comparable roles at another financial institution
- Experience in banking or a sales related field
3
Skills For Financial Center Operations Mngr-19th & Market Financial Center Resume
- Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives
- Extending viewing of computer screens
- Work involves extensive product knowledge for the level of selling andcross-selling performance
- Pass lending test requirements to achieve appropriate level of lending authority
- Can resolve problems independently and bring in others as needed
- Identify and recruit top-performing associates who model and execute high performance standards
- Drive associate performance by continuous coaching, developmental opportunities and documented performance improvement plans
- Bilingual Spanish (fluent verbal and written)
4
Skills For Financial Center Manager, VP Resume
- Teamwork / FirstPower
- See attached Success Factors
- Bilingual in Spanish (fluent verbal and written)
- Intermediate knowledge of P&C and enterprise systems
- Bilingual /Spanish(fluent verbal and written)
5
Skills For Financial Center Operations Manager Resume
- Bilingual (fluent verbal and written) Spanish Required
- Bilingual Mandarin or Cantonese Required (fluent verbal and written)
- Can resolve problems independently and involve others as needed
- Can interpret performance results and find opportunities to drive success
- Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others
- Has the ability to learn and adapt to new information and technology platforms
- Can be flexible to work weekends and/or extended hours as needed
- Can interpret performance results, find opportunities to drive success and hold others accountable to results
6
Skills For Greater Philadelphia Market Assistant Manager 69th Street Financial Center Resume
- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital
- Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
- Completion of Core STU Curriculum Training as well as corresponding BM coursework. Knowledge of retail bank branch operations, policies and procedures
- Bilingual Spanish Fluent (Oral/Written)
- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals
- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world
- Believes in responsible growth and is dedicated to supporting the communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital
- Travel outside of the affiliate for various training
- Actively use and leverage current technologies to better understand the technology solutions available to improve our customers’ financial lives
7
Skills For Assistant Manager Camden 5th & Market Financial Center Resume
- Five years retail sales experience serving consumer and/or small business clients with two and a half years leadership and coaching experience or five years financial sales and service experience with at least two and half years previous experience in a leadership role
- Bilingual Spanish required(fluent verbal and written) skill where applicable
- Direct customer service / customer relationship experience in a professional environment with a demonstrated ability to create a positive customer experiences
- Demonstrates knowledge, confidence and enthusiasm for FTN products, services and specialists in all interactions with existing and prospective customers
- Personally manage the customer relationships of top clients
- Successfully resolve customer issues and escalations in a timely manner and professionally
8
Skills For Financial Center Assistant Manager Resume
- Observe, model and coach the financial center team on proper execution of financial center sales and service strategy
- Know the center’s customer base, including top clients; understand their needs and connect them with teammates who can help them with their financial needs
- Observe, model and coach the financial center team on proper execution of banking center risk and service strategy
- Strong financial and business acumen including experience interpreting reports to drive performance - Proven record of balancing risk and making sound decisions while achieving business goals
- Builds personal relationships with customers by being attentive to their personal lives and interests and by relating to their personalities, preferences, emotions and financial dreams
- Takes a conversational approach in balancing personal rapport building and qualitative and quantitative data gathering to identify customer financial priorities and objectives
9
Skills For Personal Banker, Myers Financial Center Resume
- Guides customer interactions by setting meeting agendas and leading the conversation to remain focused on maximizing time with customer to match products and services with customer needs
- Proactively cross-sells customer relationships through telephone contacts, customer referrals, networking, building relationships in the community and in reactive sales situations
- Accepts ultimate responsibility for the quality of the deal and customer relationship
- Bilingual (fluent verbal and written) Spanish
- Bilingual (fluent verbal and written)-Spanish fluency
- Extends credit to businesses and/or individuals through a wide variety of commercial, consumer, real estate, and agricultural loans. Responsible for community development and relations
10
Skills For Co-financial Center Resume
- Work force experience
- Experience in financial center and/or ATM distribution
- Strong desire to serve customers in their community
- Demonstrated technological proficiency and the ability to quickly learn about new products (e.g., tablets, iPads, touch screens, etc.)
- Proven expertise in FDIC regulations and governance policies
- Mastery in PowerPoint and presentation delivery is required to influence and inform executives
List of Typical Responsibilities For a Financial Center Resume
1
Responsibilities For Financial Center Manager Resume
- Retail/branch banking experience including 2 years in a management role
- Manage time and competing priorities in a retail environment
- Insurance and banking compliance experience
- Insurance and banking sales experience
- Customer contact experience in a financial services industry
- Advanced working knowledge and understanding of laws and regulation pertaining to the banking industry
- Plan and manage staffing to meet changing Branch and client needs
2
Responsibilities For Financial Ctr Mgr-19th & Thunderbird Financial Center Resume
- High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term
- Previous success in managing sales teams
- Financial services, banking, sales, or the equivalent. (Required)
- Sales Coaching
- Understand and interpret a P&L and financial statements
3
Responsibilities For Financial Center Operations Mngr-19th & Market Financial Center Resume
- Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook)Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Ales management, leadership and operations, risk management, or the equivalent. (Required)
- Oversees the operation of the entire financial center
- Non-Sales Responsibilities
- Develop a personal reputation as a trusted advisor for all banking needs in the local community: assist clients with all questions, advise clients on financial alternatives and solutions, and ensure clients receive a timely resolution to all issues and feel positive about their interaction with the Bank leading to strengthened client loyalty and client referrals
- Position requires analytical skills. Position requires the ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader, among the banking center staff,regionandbusinesspartners. Mustbe able to work in a team environment with the ability to interact well, and in a positive manner, with subordinates, peers and upper management
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