Banking Resume Sample

5 votes
Aurelia Tremblay
92268 Reynolds Stream,  Houston, TX
+1 (555) 789 3363

Work Experience

Intermediate Wealthview Banking Developer
04/2016 - PRESENT
Boston, MA
  • Assists the Americas Head RC GBM Global Banking in executing the overall compliance strategy
  • Provides leadership and guidance in execution of the Global Banking Annual Compliance Plan in US, as articulated in the Compliance FIM
  • Provides advice and direction to business, including new business & product initiatives, US activities, and response to customer complaints
  • Reviews new vendor/expert relationships for Global Banking, as well as provides ongoing risk assessment reviews
  • Manages compliance responsibilities for interaction between bank affiliate and broker dealer
  • Works with Compliance Training & Outreach Office to coordinate outreach efforts to lines of business /corporate functions about Compliance procedures, regulatory and technical/procedural updates, while reinforcing HSBC's vision to be "Connected to customers, communities, regulators and each other."
  • Performs an advisory, monitoring and educational role to support management with their efforts to achieve compliance with government and self-regulatory organization rules and regulations, as well as with Group and Firm policies
  • Represents the Compliance function as a member of various business and governance committees
  • Drives HSBC’s Global Conduct Approach throughout US Banking in a manner that is consistent with HSBC’s values and business principles
11/2012 - 12/2015
Detroit, MI
  • Works closely with relevant Global Financial Intelligence Unit
  • Monitor changes implemented by the Site’s Centre line management to assist in evaluating the impact of change. Make recommendations for change/improvement where appropriate. Involved with project management support for some change initiatives
  • OTC derivatives products, including interest rate swaps, credit default swaps, cross currency swaps, swaptions, caps, floors, Collateralized Debt Obligations (CDO), CDS on Asset Backed Securities, Municipal wires, Omnibus wires, Exchange traded Fund (ETF) wires and Broker Fees
  • Develop profitable business from assigned clients and prospects and exceed financial goals for the assigned segments through coaching, sales management and business development activities
  • Total Portfolio Management of $150 to $300 million loans and deposits
  • Assist with training of assigned lenders, and support staff as needed
  • Support the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy
  • Support the motivation of staffs through constant interaction with the team. Lead by example. Be a team player
Assistant Banking Center Mgr
05/2007 - 08/2012
Dallas, TX
  • Keeps abreast of industry and regulatory changes and make appropriate recommendations to HSBC Senior Management
  • Leadership to ensure proactive approach is taken to identification of financial crime risk change and potential impacts on GBM/CMB Business Model in region
  • Accountable for implementing the Bank’s FCCstrategy, policy and standards, controls, systems and policies within Wholesale Banking functions
  • Lead and provide proper oversight of multiple regulatory interactions, to include examinations and regulatory findings
  • Lead and provide oversight for internal audit and CMAT examinations
  • Development and continuous review for appropriateness of framework to monitor financial crime developments impacting on GBM/CMB in region
  • Leadership to drive the regional implementation plans to quantify impacts and implement actions to address, manage and mitigate impacts of regulatory changes on GBM/CMB
  • Develop and implement as required AML, CTF, counter proliferation, anti-bribery/anti-corruption and sanctions policies and systems that ensure that GBM/CMB exposure to financial crime and reputational risks is managed, in a practical and effective manner, including efficient and reasonable deployment of resources and an understanding of the business operations and needs
  • Establishes and implement global standards and strategic policies in region to ensure GBM/CMB exposure to current risks and emerging arising risk is managed appropriately, in a commercially focused and practical manner


Kaplan University - Cedar Rapids Campus
2002 - 2007
Bachelor's Degree in Business

Professional Skills

  • Excellent verbal and written communication skills, including public speaking/presentation skills and well developed listening and negotiation skills
  • Demonstrates leadership, collaborates effectively, can motivate and influence, has excellent interpersonal and coaching skills
  • Strong communication and interpersonal skills to manage internal and external communication, Strong experience in onshore-near shore-offshore model
  • Demonstrated success in leading, motivating and influencing; strong coaching, motivational and training skills, focused on sales, service and operations
  • Excellent time management, task planning and prioritization skills
  • Strong skills in working with Operating systems such as UNIX (AIX), Linux, Windows Server
  • Strong IT background with at least 3 years' relevant experience in implementing projects, preferably with experience in area of Internet/Mobile Banking

How to write Banking Resume

Banking role is responsible for business, interpersonal, software, negotiation, analytical, financial, training, presentation, english, leadership.
To write great resume for banking job, your resume must include:

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

Contact Information For Banking Resume

The section contact information is important in your 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 Banking Resume

The section work experience is an essential part of your 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 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 banking position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Banking resume experience can include:

  • Strong interpersonal skills for interacting with international offices with varying cultural and language differences
  • Strong quantitative, financial modelling, analytical and problem-solving skills
  • Excellent oral and written communication skills including ability to communicate with all levels of management and staff
  • Develop effective working relationships and to demonstrate a strong commitment to the Firm's goals and values
  • Develop effective working relationships and to demonstrate a strong commitment to the Firm’s goals and values
  • Strong technical skills in analysis, research, financial model building

Education on a Banking Resume

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

When listing skills on your 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 banking skills:

  • Demonstrated to be an effective communicator with excellent leadership with strong budgeting, business writing and computer skills are essential
  • Strong coding and software design skills - Strong written and verbal communication skills
  • Strong oral and written skills and able to communicate effectively with colleagues and clients
  • Ensure that all branch managers are effectively mitigating risk and remaining in compliance to guarantee a safe banking experience for clients
  • Practical experience of regulatory topics including Prudential Reporting, Structural Reform; new internal audit innovation; and/or Business audit skills
  • Strong coding and software design skills

List of Typical Experience For a Banking Resume


Experience For Core Banking Project Resume

  • Excellent attention to detail and accuracy; good organizational, research and follow-up skills
  • Strong customer focus and relationship management skills and experience
  • Excellent planning, control and organisational skills
  • ACA / ACCA qualified or equivalent with strong Audit skills
  • Strong stakeholder management and interpersonal skills at senior levels
  • Good problem resolution skills and ability to break down complex issues
  • Fluent spoken & written English and very good German & Spanish skills
  • Poised individual with strong business and interpersonal skills

Experience For Commerical Banking Resume

  • Has investor mindset and strong interpersonal skills to deal with clients
  • Has investor mindset and strong interpersonal skills to deal with clients Goldman Sachs is an equal opportunity employer
  • Investor mindset and strong interpersonal skills to deal with clients
  • Effectively prioritizes, multi-tasks, and plans and executes business growth strategy
  • Solid understanding and experience of processes and controls in particular from performing internal audit and control reviews
  • Proven enterprise leader with extensive experience taking an outside in view to the clients, infrastructure, process, quality and developing solutions
  • Strong general banking experience to include client service issues and overall bank operations

Experience For Intermediate Wealthview Banking Developer Resume

  • Able to communicate effectively with Mandarin speaking customers
  • Build effective working relationships with subject matter experts within the firm and the external marketplace, and conduct effective interviews
  • Proven success in developing cross-channel and Omnichannel strategies and experiences
  • A strong ability to prioritise workload and adhere to tight deadlines
  • Monitor BSE Workloads and re-allocate efficiently and effectively
  • High level relationship building and networking skills and has the ability to coach and develop others

Experience For Banking Administrator Resume

  • Demonstrated strong customer service focus and ethics
  • 6 – 8 years of relative experience and a proven ability to provide strategic HR consulting
  • Presentation skills (creation of PPT presentation and speeches)
  • Native level of language skills in Mandarin Chinese
  • Effectively lead managers remotely
  • Good understanding of key business processes in banking (preferably in other financial companies – insurance, pension funds, brokers, etc.)
  • Strong understanding of Retail Banking products
  • Experience in conducting and managing audit or control functions

Experience For Merchant Banking Division Resume

  • Strong knowledge of finance and accounting processes and procedures and financial and managerial reporting
  • Strong understanding of the Banking and Capital Markets sector
  • Experience in a matrix organization, having success in influencing without direct authority
  • Results oriented, with proven success in consultative selling; ability to generate new business sales, retain existing business, and to close sales
  • Demonstrates deep product, content or practice area knowledge; acts as internal resource for sales, marketing and segment
  • Validate and balance receiving and origination files for all ACH/ EFT items. Process Bank by Phone research and return requests

Experience For Global Banking Resume

  • Validate and balance receiving and origination files for all HOA / ACH items
  • Develop strong relationships with business partners (CB Audit, CB Compliance, CB Controls Office and Central Testing Utility)
  • Possess experience of managing technical vendor relationships and commercials
  • Validate and balance receiving and origination files for all ACH/ EFT items
  • Business maturity and experienced judgment in weighing the various system solutions proposed with the product and operational business needs always in focus
  • Relevant loan administration and/or international banking experience
  • Experience in working with Databases such as Oracle
  • Work experience in investment banking or private equity
  • Experience working with the largest Financial Services firms in the US

Experience For Banking & Securities Resume

  • Experience from Banking Capital Markets
  • Experience of using a switchboard/front of office
  • Leadership experience of broad, dispersed, multidimensional and highly geographically dispersed teams of varying size and complexity
  • Ensure effective control, monitoring and reporting procedures are in place and appropriately managed by direct report Premier Bankers
  • Identify/recognize selling opportunities and effective cross sell bank products and services
  • FMU prioritization (data analysis to identify Key FMU relationships)
  • Significant experience with HP ALM is essential

Experience For Instant Banking Centre Team Leader Resume

  • Experience in test automation & use of HP UFT is highly desirable
  • Strong knowledge of the RBC structure, and the business purposes and goals of major subsidiaries
  • Experience of managing/sponsoring significant change programmes
  • Working experience, preferably in banking environments
  • Good understanding of Online Security Risk and Internet/Mobile payment industry

Experience For Development Lead Treasury & Banking Resume

  • Relationship management experience in commercial lending
  • Support and strengthen customer needs in an efficient, effective and professional manner and handle exceptional
  • Prioritize implementations and ensure they are completed on time with minimal impact to the customer
  • Strong knowledge of commercial banking products and services
  • Experience in client facing level 1 tech support or client service
  • Work towards achieving consistent user experience across all locations
  • Min experience 5 years
  • Experience with financial services industry IT Risk and Security Solutions sales and consulting and systems integration services

Experience For Assistant Banking Center Mgr Resume

  • Basic English skill to be able to handle English system interface
  • Overall experience in Salesforce and all related fields
  • Sound understanding of the business and market environment in which ANZ operates its business strategy and the key drivers of success
  • Build and maintain a strong team by driving toward a meritocracy
  • Experience in Compliance, AML, Risk, Operations or Control

List of Typical Skills For a Banking Resume


Skills For Core Banking Project Resume

  • Strong interpersonal and communication skills for interacting with various jurisdictions, cultural and language differences
  • Working knowledge and prior experience with financial modeling, building, using and operating cash flow projections and credit financial analysis
  • Working knowledge and prior experience with financial modeling, building and using operating and cash flow projections and credit and financial analysis
  • Instill core consulting skills through on the job learning and support of training
  • Superior planning, organizational and time-management skills for working on complex and often multi-dimensional problems
  • Basic Computer Skills including navigation in a web-based environment with an emphasis using advanced MS Office products, Excel, Access, Word, Outlook
  • Policy and process development, including a focus on execution skills
  • Knowledge and experience in foundational data governance capabilities (including metadata, lineage, data quality) as well as Big Data experience outlined above
  • Advanced loan administration experience with knowledge of commercial and industrial as well as international banking experience

Skills For Commerical Banking Resume

  • Strong Regulatory Reporting and Taxation experience
  • Develop and maintain a strong capital and balance sheet discipline across all areas of Banking with a strong focus on margins, limits and returns
  • Proven sales experience. In-depth knowledge of banking products and services and/or investment products and services
  • Excellent prioritising, organisational and time management abilities
  • Advanced /swift PC skills
  • Banking, financial and / or reconciliation experience

Skills For Intermediate Wealthview Banking Developer Resume

  • Understanding of and detailed experience with the architecture
  • Technology: Experience building large-scale distributed systems, implementing fundamental algorithms and working in different programming languages
  • Experience in creating, performance tuning, and troubleshooting message flows
  • Experience in the retail banking environment leading and supervising a team
  • Two or more years of experience or commensurate training in retail activities, including customer service, sales and cash handling
  • Proven track record of coaching and developing high performing sales teams

Skills For Banking Administrator Resume

  • Demonstrated proficiency in managing multi-cultural global teams, interacting with and managing stakeholder expectations
  • Experience in creating Message Models/Sets and Message Definitions using WSDLs, XML Schemas, MRM and TDS formats
  • Very good knowledge of English and French - speaking and writing
  • Experience in Banking, Capital Markets/Investment Banking Industries
  • Experience in working on large scale projects and leading a team of test analysts
  • Business continuity experience at a financial institution favourable, preferably Investment Banking, Asset Management or Private Banking

Skills For Merchant Banking Division Resume

  • Hands-on experience in transforming an organization’s operating model and ITSM capabilities
  • Experience supporting large and complex production systems and reporting systems such as Hyperion, OBIEE, Axiom, Moody’s, SAS
  • Working experience(s) in Mobile Banking solutions
  • Experience in cross selling corporate banking products
  • Demonstrable experience of managing relationships including, development and implementation of expansion strategies and, revenue increase

Skills For Global Banking Resume

  • Positive attitude and a strong commitment to providing customer service and taking ownership and responsibility with focus on results and quality
  • Experience in Leadership development practices and emerging trends
  • Opportunity to build experience working across both private and public markets
  • Experience with RFS, Wealthview banking or Ovation
  • Programme/Project management experience preferably using a recognised methodology

Skills For Banking & Securities Resume

  • Strong SOA and ESB understanding
  • Experience with a wide variety of testing tools and techniques (SOAPUI, JMeter, etc.)
  • Strong familiarity with commercial finance, documentation, accounting and data systems
  • In Wealth Systems implementation with applications from at least one of the following: SEI, FiTek, Sungard, Temenos, or other similar experience
  • Good understanding of basic host to host protocols and encryption types
  • Credit experience, ideally from a formal credit training program with a money center bank

Skills For Instant Banking Centre Team Leader Resume

  • Strong understanding of requirements of FEC Policy and MS
  • Experience in Sales/Consulting for Security and IT Risk in financial services industry
  • Experience in working with Workflow or BPM tools
  • Experience in testing in both Waterfall and Agile Software development projects
  • Experience working with an outsourced vendor (onshore / offshore model)
  • Broad knowledge acquired as a result of account management or other pertinent experience covering a range of exposure to both corporate and financial services
  • Experience working with Sonar, SSAP, JIRA, GIT, BitBucket
  • Experience in Commercial Lending

Skills For Development Lead Treasury & Banking Resume

  • Investment banking experience
  • Experience building financial models
  • Strategic thinker with experience in managing senior executive and stakeholder relationship and expectations across different business functions
  • Experience as an Associate in investment banking or Real Estate Corporate Finance
  • Experience of working with Microsoft Office (Excel, Word, PowerPoint, Outlook)

Skills For Assistant Banking Center Mgr Resume

  • In retail banking, sales industry and/or management experience
  • Extensive technical leadership experience managing multiple software development teams
  • Proven sales and service management training techniques to drive desired behaviours within contact centres
  • Mature Leadership profile with over 15 years of Consulting experience
  • Consistent and proven capabilities in driving Sales/Business Development > USD 10 Million

List of Typical Responsibilities For a Banking Resume


Responsibilities For Core Banking Project Resume

  • Continuously and actively contributes own opinion as a support for team leader in executing HR processes (e.g. My Performance, Personal Development Plan, HCP, Onboarding, Hiring, Time Report)
  • Strong Communication skills to communicate with operations and business effectively
  • Excellent phone skills, strong work ethic, and a drive to succeed
  • Strong Leadership skills with the ability to inspire and energise your team
  • Excellent communication and presentation skills essential for client and internal stakeholder management
  • Good communication and negotiation skills (german and english) with cross cultural competence and customer orientation
  • Good software skills (MS-Office, SAP) and Business Process Escellence knowledge
  • Good analytical written and oral communication skills
  • Have the same knowledge, experience and skills as stated for positions relieved

Responsibilities For Commerical Banking Resume

  • Good IT literacy skills (Excel) (essential)
  • Good people’s management skills
  • Resourceful with strong market network, and proven ability to build quality relationships with stakeholders to create business opportunities
  • Prior experience in Wealth or Retail is an asset
  • Strong understanding of Canadian Banking structure, products, services and operations
  • One (1) year of Post Closing Conventional, Commercial, or Government Audit Experience

Responsibilities For Intermediate Wealthview Banking Developer Resume

  • Experience in leading a team as a line manager or in a matrix organization
  • Maintain a safe and professional business environment. Ensure all equipment is in good working order. This duty is performed daily, about 5% of the time
  • Effort estimation / implementation planning experience
  • Knowledge and experience in Solution & Design implementation for Banking & Capital Markets
  • Experience managing development teams
  • Experience in Sales / Consulting for Security and IT Risk in financial services industry
  • Experience in financial services

Responsibilities For Banking Administrator Resume

  • Transaction services operations and systems experience
  • Demonstrated track record of leadership, client management, project management and delivery, and business development
  • Strong knowledge of the UK/Global Economic and political conditions, current affairs and competitor activity and the implication of these on our clients
  • Demonstrated ability to problem solve as issues arise,
  • Seek out opportunities to interact with customers and make customer service a top priority in the branch
  • Good team player who collaborates with others to achieve a common goal
  • Strong accountability, responsible, and dependable
  • Partner with technology to triage suspected defects and prioritize fixes
  • Prioritizes tasks to ensure optimum productivity and customer service

Responsibilities For Merchant Banking Division Resume

  • Build strong relationships with teammates, Product, Technology, Client Service and other regional and global teams to facilitate timely resolution of issues
  • Strong risk and control mind set
  • Experience in delivery, pre-sales, solution & transformation
  • Executes with appropriate sense of urgency, prioritizes and ability problem solve and make quick and difficult decisions
  • Previous experience in Financial Services, Health Care, or other heavily regulated industry
  • HTML5/CSS3/AngularJS development experience

Responsibilities For Global Banking Resume

  • Experience in Compliance, AML, Risk, Operations or Control
  • Experience of the Mantas surveillance system
  • Experience with a surveillance system
  • Strong leadership – ability to lead a young and dynamic team to deliver a common objective
  • Good knowledge of SAP & JDE
  • Experience with trace ability matrix
  • Participating in the monitoring of new and existing portfolio investments, and attending monitoring sessions with the portfolio companies' management
  • Shipping/Receiving of Credit Files/Trailing Documents from Iron Mountain and updating System Record

Responsibilities For Banking & Securities Resume

  • Building, motivating, developing and leading high-performance teams
  • Scanning, filing and archiving for Internal Finance
  • Supporting the Relationship Managers with client presentations and meeting materials, including
  • Understanding of approaches and technology trends in banking sector (digital banking)
  • Clearing , settling and reconciling Client’s transactions over 5 main markets
  • Creating models for valuing investments and projecting returns

Responsibilities For Instant Banking Centre Team Leader Resume

  • Designing analytics to optimize investment structure, pricing and financing
  • Developing Big Data analytics solutions, providing Big Data-related expertise for wider programmes or running data strategy engagements
  • Handling escalated calls to Closing Attorneys and Title Companies
  • Sorting and Filing Collateral (Legal) Documents
  • Researching and assessing potential investment opportunities, both qualitatively and quantitatively
  • Building and operating complex financial models for company valuation purposes

Responsibilities For Development Lead Treasury & Banking Resume

  • Meeting timescales and following procedures
  • Developing portfolio management and risk monitoring tools for our investments
  • Understanding of corporate finance, credit, and accounting
  • Supporting work to define our agency banking solutions
  • Assisting in closing new transactions subsequent to credit

Responsibilities For Assistant Banking Center Mgr Resume

  • Managing key client stakeholders' relationships (CxO level) and leading teams of Deloitte and client personnel
  • Interfacing with Morgan Stanley’s global compliance groups
  • Enhancing bank’s income over traditional deposit earnings
  • Providing the Compliance assessment of potential suspicious activity
  • Prepping documents to be scanned, Document Review/QC of Recorded Documents Imaged
  • Monitoring and Oversight of Compliance Exams and Audit Action Plans
  • Performing trainings platform demos for suppliers

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