Associate, Banking Resume Sample

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Casandra Zboncak
32756 Prince Via,  Los Angeles,  CA
+1 (555) 464 6217

Work Experience

Associate, Personal Banking
06/2017 - PRESENT
Dallas, TX
  • No. of inquiries received on the unsecured email site in Client Contact Support: approximately 20,000/year
  • No. of customer correspondence inquiries: objectives per hour to be discussed with manager- Major ramifications involving reputational damage to the Bank (timely and appropriate correspondence with customer
  • Understand and utilize KPMG’s Audit Methodology
  • Quality Control and proofread of legal document files
  • Implement business plans and growth strategies for your customer portfolio
  • Assisting the Commercial Banking Specialist Liaison with quickly evaluating and assessing viability of each opportunity based on client selectivity, client acquisition guidelines, and overall relationship impact and approving before presenting to the Client Management team for commitment of company resources
  • Assisting Commercial Banking Specialist in cultivating and maintaining strong relationships with the commercial banking teams and their leadership, as well as with GWIM Advisory Management and Advisors in their market
  • Providing product and industry expertise to Advisory Management and Advisors and consulting on the viability of potential opportunities
Ccb-risk-business Banking Credit Forecasting Associate
07/2014 - 03/2017
San Francisco, CA
  • Conversing with a variety of clients including Treasurers, business owners, CEOs and CFOs to drive clarity around their needs so they can ensure a deal is ready for handoff
  • Work closely with Credit Risk Management and product areas in order to present written recommendations to Credit Risk for approval
  • Strong listening and communication skills to identify and promote financial solutions that meet or exceed the customer’s financial needs
  • Fair level of experience and understanding of corporate/commercial or business banking environment’s needs and expectations
  • Work responsibly with a team to meet client’s needs
  • Regular dialogue with clients whether by phone or in person
  • Work closely with Markets sales teams in order to implement client plans and bring on new client relationships that are targeted to meet revenue hurdles
  • Communicate with internal product specialists including Treasury, Derivatives, FX, Fixed Income Sales
  • Preparation of client marketing materials, presentations and pitch books
Associate, Global Banking
01/2012 - 04/2014
Los Angeles, CA
  • Fair level of experience and understanding of corporate and commercial or business banking environment’s needs and expectations
  • Act as a first line of contact and trusted consultant to our customers
  • Understand our customers' needs and recommend the right products and services to meet them
  • Use critical thinking to remain solution-focused and recognize the big picture
  • Identify opportunities to help our customers and grow our business
  • Support Private Banker, and as part of the team, establish and maintain long term profitable relationships with a portfolio of High Net Worth clients
  • Act as supporting point-of-contact during Private Banker’s absence by dealing with queries promptly and efficiently. Display familiarity of client’s individual situation
  • Assist Private Banker in developing pro-active client contact strategies based on individual client preferences


Strayer University - Huntsville Campus
2006 - 2011
Bachelor's Degree in Business

Professional Skills

  • Listen effectively to customer inquiries and determine appropriate action to respond
  • Happy to be accountable for delivering our 4 playbook work-streams, and with strong self-trust and confidence
  • Not necessarily deep industry experience, but with the intellect and passion to become an expert
  • Attend to client queries and concerns by problem solving and facilitating the process by liaising with product and support areas
  • Develop understanding of all client product, wallet and strategy and assist in planning process (ongoing)
  • Completes client reviews, identifying and acting upon revenue leakage and sales opportunities for service enhancement and client loyalty improvement
  • Develop capability and understanding of all relevant technical input in deal flow, risk metrics contributing to ROE etc

How to write Associate, Banking Resume

Associate, Banking role is responsible for credit, training, reporting, finance, modeling, legal, leadership, analysis, marketing, consulting.
To write great resume for associate, banking job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Associate, Banking Resume

The section contact information is important in your associate, banking 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
  • Email
  • Telephone number

Work Experience in Your Associate, Banking Resume

The section work experience is an essential part of your associate, banking 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 associate, banking responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate, banking position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Associate, Banking resume experience can include:

  • Assist Private Banker in the identification of cross sell opportunities and the planning and executing of sales campaigns
  • Work efficiently in a multi-tasking environment,maintaining a positive and professional attitude toward change
  • Be flexible as call volume and special events dictate,including weekend and holiday staffing
  • Maintain knowledge of all Marketing promotions with ability to cross sell products and services,utilizing features and benefits
  • Be flexible as call volume and special events dictate, including weekend and holiday staffing
  • Work within a team environment and ensuring a high level of communication between manager and other Banking team members

Education on an Associate, Banking Resume

Make sure to make education a priority on your associate, banking resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate, banking 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 Associate, Banking Resume

When listing skills on your associate, banking 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 associate, banking skills:

  • Proven relationship management skills: ability to develop strong and effective mutual relationships and clearly articulate RBC’s Value Proposition
  • Proven French communication (written and verbal) skills
  • The ability to multi-task, with above-average computer skills
  • Demonstrable team leadership skills
  • A good baseline understanding of Cloud applications / platform industry and our technology sales model / culture
  • Acts as primary contact for new and existing clients’ needs, coordinating sales and fulfillment with product and service specialists

List of Typical Skills For an Associate, Banking Resume


Skills For Associate, Personal Banking Resume

  • Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furthering the Global Banking business
  • Bilingualism is an asset (training is provided in French)
  • Ensure prompt and appropriate response to customer enquiries and internal reporting requirements
  • Participate in activities of all global product teams by supporting projects, deals and day to day activity
  • Supports Private Banker in new client acquisition activities

Skills For Ccb-risk-business Banking Credit Forecasting Associate Resume

  • Maximizes sales opportunities with clients to enhance retention, revenue growth and referrals by conducting needs discovery conversations and recommending appropriate digital, cash management/or depository solutions and day to day banking solutions
  • Develops a strong knowledge of clients’ operational requirements in order to provide financial solutions (such as Cash Management and Depository Solutions) that add value for clients while driving revenue growth
  • Prepare credit papers – annual reviews; requests for increase; etc
  • Determine client’s preference for frequency and method of communication
  • Front Office: Accountable for providing a very visible point of contact for the Banking Relationship Managers and client in terms of client queries or escalations
  • Maintain knowledge of all Marketing promotions with ability to cross sell products and services, utilizing features and benefits
  • Develop a working knowledge of contact center processes and procedures
  • Analyze customer relationships to suggest products and services that enhance the customer’s banking relationship

Skills For Associate, RBC Private Banking Resume

  • Personal & Commercial,On-line Banking
  • Personal & Commercial, On-line Banking
  • Client Management Associates: Build global relationships with other client managers so that a global client view can be cultivated
  • Answer inbound calls and respond to inquiries in a prompt and courteous manner
  • Take ownership of calls and follow up with customers whose requests require additional research
  • Monitor pipeline progression, join forecast calls and review meetings with mainly local/regional industry sales teams, follow-up gaps and proactively recommend actions to cover gap in collaboration with the Senior Industry Business Development Manager
  • Lead and influence extended teams without formal line-reporting authority

Skills For Associate, Global Banking Resume

  • Take a practical approach to business development in a technology sales context - being proactive and hands-on in delivering key assets such as value proposition material, sales enablement, demand generation plans and execution
  • Good LOB (Line Of Business) communication, and ability to present the industry concept internally (e.g., to Sales teams) and externally (in front of senior client)
  • Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function and focus on fund managers, hedge funds and complex products), within the banking / financial services industry
  • Working knowledge of HSBC’s organizational structure, business lines and policies and procedures to ensure compliance on all proposals and able to manage new product due diligence is an advantage
  • Experience of running own portfolio and relationship management
  • Knowledge of HSBC Group structures, credit and reporting systems
  • CFA would be considered an asset

Skills For Business Banking Loan Closing Associate Resume

  • Exceptional customer service and communication skills. Ability to effectively liaise with relationship managers, legal counsel, third party vendors, and external customers to address and resolve issues
  • The ability to multi-task, with above-average computer skill
  • Participate in executing banking transactions
  • Support Private Banker and act as a point-of-contact during their absence
  • Arrange marketing activities
  • Provide ongoing review
  • Flexibility - we are a 24/7 environment and offer a variety of shifts
  • IFIC mutual funds registration is an asset
  • Provide client account maintenance

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