Bank Executive Resume Sample

5.0
16 votes

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Orrin Shanahan
117 Imogene Station,  Boston, MA
+1 (555) 141 4268

Work Experience


Corporate & Investment Bank Executive Administrative Assistant
11/2015 - PRESENT
Los Angeles, CA
  • Willingness to take the lead on on-boarding new hires including activating new Cisco phones, ordering technology, ordering new id’s, and getting new hires access to different applications using the EURC system
  • Help gather, track, monitor and maintain information and status from various sources and assist in the submission of detailed due diligence reports (KYC) and account opening documentation
  • Execute client mailings (holiday cards, Reading List books, mortgage applications, etc.)
  • Daily work within Microsoft Suite particularly Excel, Word, and Powerpoint
  • Learn procedures and proprietary systems quickly
  • Savvy with Internet/Intranet usage
  • All aspects of expense management including processing, approvals, training and reporting
Commercial Bank-executive Administrative Assistant
04/2013 - 08/2015
Houston, TX
  • Cover for other EA’s by providing support at a senior MD level, as needed
  • Extensive client liaison including organizing client meeting and events
  • Cover for other EA’s
  • Providing support to various in-house committes
  • Calendar management; schedule internal/external meetings and appointments; coordinate conference calls
  • All aspects of administration management including expense processing, approvals and documentation preparation
  • Office refurbs / floor churns / escalation point
  • Compose, prepare, and proof read internal/external correspondence in addition to maintaining, answering and routing correspondence not requiring manager’s attention
  • Create and maintain files of manager’s correspondence, records etc
Corporate & Investment Bank-executive Administrative Assistant
07/2008 - 12/2012
Phoenix, AZ
  • Exposure to a complex and fast-paced banking environment.Opportunity to continue learn and take on tasks beyond the providing secretarial support
  • Highly international environment
  • Invoice oversight including establishing accounts annually and payment submission for approval
  • Self-starter with good communication and analytical skills
  • Good project management skills and detailed-oriented
  • Good command of written and spoken English & Chinese
  • Handle cardholder’s enquiries & complaints

Education


Golden Gate University - San Jose Campus
2003 - 2007
Master's Degree in Management

Professional Skills


  • Advanced knowledge and experience using Microsoft Suite – Intermediate to advanced skills with PowerPoint and Excel
  • Strong attention to detail with accurate typing skills
  • Self-motivated with excellent analytical sense and problem-solving skills
  • Strong inter-personal and partnership skills, i.e. develop relationships
  • Strong relationship orientation and a self starter with business development skills
  • Proven PC skills, proficienvy in all Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
  • Proven PC skills, proficiency in all Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

How to write Bank Executive Resume

Bank Executive role is responsible for microsoft, messaging, organization, credit, finance, training, printing, reporting, travel, events.
To write great resume for bank executive job, your resume must include:

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

Contact Information For Bank Executive Resume

The section contact information is important in your bank executive 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 Bank Executive Resume

The section work experience is an essential part of your bank executive 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 bank executive responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular bank executive position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Bank Executive resume experience can include:

  • Strong senses of risk controlling and risk management, with high level of accuracy
  • Good knowledge of Visa, Master Card and Amex Card operation in authorization system
  • Experience in reconciliation and user acceptance test is an advantage
  • Maintain effective and professional relationships with Senior Management, Executive Assistants, clients and visitors
  • Arranging room bookings, catering and video conferencing facilities as required
  • Participapte in planning of events and marketing activities including CKC nomination, RSVP list, logistics and onsite assistance as needed

Education on a Bank Executive Resume

Make sure to make education a priority on your bank executive resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your bank executive 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 Bank Executive Resume

When listing skills on your bank executive 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 bank executive skills:

  • Strong client-facing executive level communication skills and professional presence
  • Effective interpersonal skills - able to work in a busy and high pressure environment
  • Accomplished client management skills with requisite gravitas to quickly earn client trust and win confidence
  • Experience as a tax and estate planning adviser with a leading law or accountants practice with relevant professional qualifications
  • Significant experience of operating in a similar role
  • Answer incoming calls when the manager is unavailable, determine the level of priority and take action to ensure the request is handled properly and timely

List of Typical Experience For a Bank Executive Resume

1

Experience For Corporate & Investment Bank Executive Administrative Assistant Resume

  • Experience in arranging travel and producing cost-effective itineraries; apply good judgment on how to optimize the traveler’s time
  • Willing to learn independently and take end to end ownership of projects
  • Post secondary or above
  • Able to work on shift for 7 days and 24-hours
  • Be conversant with Treasury product, Murex and HKMA / SFC Rules
  • Proficiency in Microsoft Office and Visual Basic for Applications
2

Experience For Commercial Bank-executive Administrative Assistant Resume

  • Actively manage the executive’s calendar and work effectively with other administrative assistants to coordinate/plan meetings and conference calls, which involves a number of different time zones
  • Responsibility and coordination of JPM graduate recruitment assessment centres
  • Maintain current organizational charts and Executive Bio’s for the Segment/Region
  • Coordinate office season tickets
  • Exceptional interpersonal and communication skills. Able to write clear concise messaging and produce high quality communication to individuals at all levels of the organization
  • Computer Software Packages/Skills
3

Experience For Cib-investment Bank-executive Assistant Resume

  • Good credit sense
  • Work with minimal supervision, individually and in teams, shares information, and supports colleagues
  • Arrange and coordinate domestic and international travel
  • Process invoices, travel and entertainment expense claims. Ensure all items processed timely and within policy guidelines. Serve as subject matter expert for T&E policies and procedures
  • Maintain current organizational charts and executive bio’s
  • Responsible for the coordination and logistics of internal and external meetings
4

Experience For Corporate & Investment Bank-executive Administrative Assistant Resume

  • Work cooperatively with other Executive Assistants to provide back-up support for other executives
  • Lead and coordinate ad hoc projects as requested
  • Customer Knowledge Center contact maintenance and call note entry for team as needed

List of Typical Skills For a Bank Executive Resume

1

Skills For Corporate & Investment Bank Executive Administrative Assistant Resume

  • Very forward thinking and demonstrates strong judgment
  • The ability to be an integral member of the team and understand group priorities
  • Prioritise workload and think logically
  • Demonstrate the utmost discretion and professionalism at all times
  • Proven ability to build relationships with clients and with colleagues
  • Enthusiastic, self-motivated, flexible and effective under pressure
  • Highly consultative and collaborative. Demonstrated ability to manage resources across LOB’s and business areas to deliver against commitments
  • Previous experience as an Executive Administrative Assistant, preferably within the financial sector
2

Skills For Commercial Bank-executive Administrative Assistant Resume

  • Organize all aspects of planning sessions and other offsite meetings, including catering, transportation and lodging accommodations
  • Liaise with OSM team facilitating staff onboarding and off boarding
  • Maintain complex and detailed calendars, including resolving scheduling conflicts
  • Participate in planning of events and marketing activities including Customer Knowledge Center nomination, RSVP list, logistics and onsite assistance as needed
  • High attention to detail with a focus on achieving error free results in challenging situations
  • Manage S24 (Series 24 Supervisor) requirements including assisting with audit preparation and Patrol entries
  • Assist in preparing and editing spreadsheets and presentations as needed
3

Skills For Cib-investment Bank-executive Assistant Resume

  • Manage Supervisory24 requirements including assisting with audit preparation and Patrol entries
  • Compliance – Manage sensitive data policy requirements and required reporting for team (including Passport and Sensitive Data Reviews)
  • Coordinate Sr. Executive Market visits including collecting profiles for client visits/meetings
  • Handle regular activities without prompting, and promptly escalate issues or delays
  • Motivated by a collaborative environment and is always willing to go the extra mile
  • Calm and professional in challenging situations
  • Handle regular activities without prompting, and advise manager in advance of anticipated issues or delays
  • Comply with regulatory requirements (such as HKMA, MAS, SFC etc.) and Audit / Risk Management guidelines pertaining to the department’s operations
  • Assist with special projects and day-to-day tasks
4

Skills For Corporate & Investment Bank-executive Administrative Assistant Resume

  • Organization of events and meetings
  • Manage general office needs such as ordering supplies, mail distribution, Professional with expertise in administrative or related functions; preferably experience in working for multiple managers
  • Book travel arrangements and organize itineraries. Ensure travel arrangements are within department policy, meetings are appropriately scheduled. Process timely and accurate travel expense reports
  • Perform routine tasks such as those related to monthly staff meeting communications and weekly time sheet reporting
  • Work effectively with other administrative assistants/analysts and meeting participants to schedule meetings, ensure conflicting meetings are reviewed and resolved timely, and ensure managers are aware of calendar updates
5

Skills For Commercial Bank Executive Assistant Resume

  • Maintain executive files correspondence files, document files, etc
  • Maintain current organizational charts and Executive Bio’s for the Segment/Region Head
  • Maintain current organizational charts and Executive Bio’s for the Treasury Executive
  • Fluent in English is essential. An additional relevant language for the Brazilian market is preferable
  • Learn procedures and proprietary systems quickly; keep current with tools and technology
  • Team focused with a flexible attitude
  • Be committed in approach and open to business changes
  • MS Word - Advanced/MS PowerPoint – Advanced/MS Excel - Intermediate
6

Skills For Head of Operations Strategy for Mobile Bank-executive Director Resume

  • Self-starter with the ability to work in a high pressure environment; works well individually and in teams, shares information, and supports colleagues
  • Team focussed with a flexible ‘can-do’ attitude
  • Excellent verbal, written and interpersonal skills, with the ability to produce high quality emails and messages to individuals at all levels of the organization
  • Arrange room bookings, catering and video conferencing facilities as required
  • Client liaison / organising client and ad hoc events
  • Diary and travel management (domestic and international)
  • Assist team with IT issues / requirements – escalations
  • Supervise junior authorizers’ performance
7

Skills For Consumer & Community Bank-executive Administrative Assistant Resume

  • Help manage the team manager’s calendar and work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
  • Prepare expense reports in a timely manner, while adhering to the company’s expense policies and procedures
  • Strong project management skills; ability to multi-task and work under pressure in a fast-paced environment; meet deadlines; sense of urgency and responsibility; prioritize effectively
  • Calendar Management/ Outlook - Schedule internal/external meetings and appointments; coordinate conference rooms /calls and disseminate all logistics to meeting attendees for team of 16
  • Client Conference Event Planning Skills – Organize, gather and enter details for upcoming client events / road trips / meetings / marketing activities / group academic collaborations
  • Travel – Coordinate international/domestic travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries, required travel visas/documents, and assure accuracy and timely delivery of plans/tickets to travelers
  • Formatting of monthly status reports
  • Proof-reading communications and obtaining requisite approvals
  • Manage requests for printing, binding of materials as needed
8

Skills For Corporate & Investment Bank-executive Assistant Resume

  • Management of document printing and binding
  • Education/ professional qualifications
  • Answer enquiries related to Roar Data and train call center members on processes
  • Proficiency with the Microsoft Suite, Excel, Word, PowerPoint, and Outlook
  • Help manage the calendars of the team's Credit and Relationship Executives and work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
  • Diary management over different time zones
9

Skills For Wealth Management Latin American Private Bank Executive Director Resume

  • The ability to work with a range of personalities
  • Assist team with IT issues / requirements - escalations
  • Compliance – Manage sensitive data policy requirements
  • Participate in planning of events and marketing activities including CKC (Customer Knowledge Center) nomination, RSVP list, logistics and onsite assistance as needed
  • CKC (Customer Knowledge Center) contact maintenance and call note entry for team as needed
  • Participapte in planning of events and marketing activities including CKC (Customer Knowledge Center) nomination, RSVP list, logistics and onsite assistance as needed
  • Understand Region Manager and senior executive requirements
  • Event Planning and Coordination – Handle routine and non-routine logistics (i.e., contact participants and coordinate responses, prepare or edit meeting materials, coordinate catering)
10

Skills For Asset Management Latin Private Bank-executive Administrative Assistant Resume

  • Coordinate travel arrangements (air, hotel accommodations and ground transportation); prepare detailed itineraries, ensuring accuracy and timely delivery to the traveler
  • Assist with overflow, special projects, and assistant back-up coverage
  • Proficiency with the Microsoft Suite, and intermediate to advanced knowledge of PowerPoint and Excel
  • Telephone coverage for senior executives
  • Highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint, Outlook). Need to be current with technology and tech savvy

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