Banking Assistant Resume Sample

8 votes
Alvena Wolff
5179 Buckridge Trail,  Philadelphia, PA
+1 (555) 810 9011

Work Experience

Regional Banking Assistant
11/2015 - PRESENT
Boston, MA
  • Interviews applicants, completes quality loan applications and follows-up with customers. Demonstrates good communication and listening skills throughout the loan process. Exercises absolute integrity and confidentiality in all dealings with customers and/or prospects
  • Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them
  • Assist with opening new accounts to include the following
  • Prepare documentation for new client accounts. Complete account set up documents, agreements and transfer paperwork
  • Perform US Patriot Identification Verifications, utilizing Penley Efunds. Track missing documents on US Patriot Document Tracking Report
  • Close accounts, distribute funds and assist with the transfer of assets
  • Perform administrative tasks for trust accounts including but not limited to the following
  • Assist administrator in taking care of customer’s needs and requests
Retail Banking Assistant Manager
01/2011 - 08/2015
Philadelphia, PA
  • Coordinate the tracking of Fiduciary/ Personal Income Tax returns to ensure they are completed by the filing deadline
  • Assist clients with online PAL system
  • Assist with documenting customer information in customer relationship management system
  • Assist with preparing marketing and investment review material and presentations (i.e. basic editing, printing, binding, etc)
  • Work with manager/officers to coordinate client, prospect, and center of influence events
  • Assist with account research and resolve operational issues
  • Scan/image and index account documentation
  • Understands and keeps current on internal operations in order to provide excellent customer service
Private Banking Assistant
11/2007 - 09/2010
Detroit, MI
  • Prepare account documentation for Trust Administrative Committee
  • Review and route incoming mail
  • Prepare account transactions- deposits, contributions, payment of invoices, checks and wire transfers. Input data in trust accounting system as needed
  • Monitor daily account balances
  • Review and perform necessary tasks pursuant to tickler system
  • Complete necessary forms for file maintenance, account closings, etc
  • Verify all transactions to client’s accounts to ensure correct posting
  • Assist with annual account reviews
  • Verify cash balances prior to fees being released


George Fox University - Portland Center
2002 - 2006
Bachelor's Degree in Business

Professional Skills

  • Strong interpersonal and client relationship building skills
  • Excellent computer skills (Microsoft Suite – Excel, PPT, Word, etc.)
  • A proactive personality with strong analytical, communication, and interpersonal skills
  • Excellent oral, written, and organization skills required
  • Ensuring all prior month queries are investigated
  • Proven ability to handle confidential customer correspondence, filing and other departmental
  • Previous experience working in financial services, insurance preferable

How to write Banking Assistant Resume

Banking Assistant role is responsible for events, software, finance, credit, training, security, reporting, research, travel, microsoft.
To write great resume for banking assistant job, your resume must include:

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

Contact Information For Banking Assistant Resume

The section contact information is important in your banking assistant 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 Assistant Resume

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

  • Investigate, analyze and resolve credit issues in a timely, efficient and effective manner ensuring the highest level of client satisfaction
  • Opening and processing daily internal and external paper and electronic mail on a rotational basis
  • Ensuring Bank accounts are fully reconciled
  • Assisting with associated Supplier reconciliations
  • Facilitate the closing, booking, and funding of renewals, enhancements, and new loans
  • Balance with escrow and authorize funding/boarding of loan

Education on a Banking Assistant Resume

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

When listing skills on your banking assistant 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 assistant skills:

  • An excellent communicator with solid interpersonal skills
  • Good understanding and working knowledge of Microsoft Excel is essential
  • Drive client satisfaction by managing customer expectations and using appropriate resources and channels to present effective solutions to client’s needs
  • Previous experience in a Finance department or Banking team is preferable
  • Experience with foreign currencies and working with multiple entities is an advantage
  • AAT qualified or experience of double entry bookeeping

List of Typical Experience For a Banking Assistant Resume


Experience For Private Banking Assistant Resume

  • Skilled at Excel, Word, PowerPoint, ELAR, BDEV, CRISP, Shaw, CAC, and Branch Connections
  • Team Player , self motivated, excellent communicator, supportive of others
  • Prepare closing and escrow instructions
  • Assists CRES Mortgage Bankers with promotions to improve the Bank's image in the marketplace
  • Provides high level of service to all customers, both internal and external. Recognizes the loan product as part of the total customer relationship. Works to refer or cross-sell other products and services
  • Ensure all required information provided is complete and accurate to support preparation of loan documentation
  • Follow the Bank's Information Security policies, ensuring that the processing and handling of client and confidential bank information is done in a secure manner and environment

Experience For Regional Banking Assistant Resume

  • Advanced knowledge of Microsoft Outlook, Word, Excel and PowerPoint
  • Provide administrative support to Private Bankers, complete required paperwork and record maintenance, assist with the administration of various client reviews, respond to client enquiries and provide administrative co-ordination with all areas of the bank and, where necessary, the wider SG Group entities
  • Respond to all client valuation, statement or audit requests
  • Ensure all client engagement documentation is recorded appropriate on client files within strategic archive
  • Requests appraisal reviews and flood letters
  • Processes loan advances and paydowns, account and wire transfers

Experience For Business Banking Assistant Resume

  • Processes daily overdraft approval and fraud verification
  • Processes customer maintenance requests on multiple systems
  • Maintenance of multiple databases in Excel and Salesforce
  • All responsibilities are to be carried out in accordance with company and departmental procedures and standards
  • To ensure all CHAPS payments are completed in accordance with payment deadlines

Experience For Public Finance Investment Banking Assistant Resume

  • To confirm daily payment positions
  • Timely communication and resolution of all supplier related queries and payment notifications
  • Assist and resolve Store helpdesk tickets
  • Company Credit Card Reconciliation and allocation
  • Self manage time to meet deadlines

Experience For Commercial Banking Assistant Resume

  • Personal responsibility and ownership
  • Clears documentation exceptions
  • S&P Ratings Direct
  • Use online deposit and loan systems to obtain vital customer information to include but not limited to: opening and closing accounts, issuing stop payments, processing check orders and wire transfers as well as performing various other service requests. Provide customer service and process daily transactions for Private Banking customers as requested

List of Typical Skills For a Banking Assistant Resume


Skills For Private Banking Assistant Resume

  • Financial products or services experience is highly desirable
  • Self-starter with strong drive and work ethic
  • Initiates and maintains effective communication with commercial lenders so they are apprised of activity with clients in their portfolio of accounts
  • Full responsibility for processing and recording high volume manual payments via online banking system
  • Provides daily administrative and clerical assistance to the Business Banking department in the areas of loans, deposits and account servicing

Skills For Regional Banking Assistant Resume

  • Calendar management, travel arrangements, invoice and expense processing, and scheduling meetings
  • Schedule and prepare for client meetings/calls at banker request – including investment schedules and meeting packs
  • Track all incoming client queries along with actions arising from client meetings and calls
  • Accurate processing of Banking entries
  • Ensure reconciling items on Banking control accounts are no older than 30 days
  • Assists personal bankers in closing accounts
  • Assists in training on services, processes, and procedures
  • Completes loan documentation by completing
  • Completes check cashing procedures by positively

Skills For Business Banking Assistant Resume

  • Full responsibility for preparing office account deposits
  • Provides daily administrative and clerical assistance to the Commercial Real Estate department in the areas of loans, deposits and account servicing
  • Monitors borrowing base reports to assure borrowers are in compliance with advance formulas and other established covenants
  • Manage incoming client mail, calls and referrals
  • Schedule/ track annual review process by banker within Team, initiating review if change’s to a client’s situation warrants a record refresh
  • Track routine client reporting processes and escalate with bankers as necessary
  • Perform supplier statement reconciliations with follow up on ageing items
  • Daily Deal - The Deal Pipeline
  • Provides leadership, direction, and assistance to BBAs in daily operations

Skills For Public Finance Investment Banking Assistant Resume

  • Answers questions and solves problems
  • Assists with complex or questionable transactions
  • Works with Private Bankers and management to ensure all account activity and administration such as loan and deposit documentation is in order in regards to compliance and risk management with established Associated Bank policy, procedure and business strategy as well as applicable regulatory guidelines
  • Works directly with high net worth customers in partnership with Private Bankers and internal partners to answer complex questions and solve operational issues while providing superior customer service
  • Proficient in Microsoft Excel and Word, and possess strong numeracy capabilities
  • Ensure all payments and deposits are posted accurately to ledger
  • Liaise with banks to ensure efficient operation of team processes
  • Attend meetings to drive personal development and enhance the client experience, while assisting with complaint analysis and devising appropriate and effective resolutions
  • Identify new client and marketing opportunities to identify potential referrals

Skills For Commercial Banking Assistant Resume

  • Manage the workflow of the team in an efficient manner by providing client diary management and meeting preparation, and by managing client communication including letters and care calls
  • Continuously develop your personal knowledge of banking and credit products and assist with the preparation of a vast array of banking product documentation
  • Highly motivated and driven to complete any relevant internal accreditations within set timescales and any other necessary training
  • Maintenance of the operation capabilities of the existing accounts( i.e. static data)
  • Various employee discounts and offers
  • Childcare vouchers & cycle to work scheme

Skills For Mortgage Banking Assistant Resume

  • Support to one or more Private Banker in developing, managing and retaining client relationships with high net worth individuals as part of a member of a team of private bankers who are focused on one or more target segments
  • Act as the credit quarterback for designated Private Bankers by communicating requirements to the client and handling the credit administration work to move the credit deal through the commercial lending process; including but not limited to the following accountabilities
  • Engage in the client conversation seamlessly in partnership with the Private Banker to support the delivery of the client experience. Understand and work within the boundaries of the client relationship, respecting that the Private Banker is the relationship manager for the client
  • Coordinate and collect required client financial and non-financial information for annual reviews, renewals, and new credit opportunities. Discuss financial information at basic level with clients
  • Review the credit package prepared by the Underwriters to address any credit issues or missing information in partnership with the Private Banker
  • Works with the Department Manager and Officers to open new and service existing accounts
  • Provides administrative and clerical support to team members as needed; creates and maintains filing system and coordinates special projects
  • Make a preliminary assessment of the fit with the credit parameters and target business
  • Partner with the Underwriter on the credit deal and ensure that the right information is received for needed analysis to move the credit deal through the process

Skills For Personal Banking Assistant Resume

  • Discuss any credit issues or concerns with the Private Banker, and/or other appropriate parties, such as the Credit Manager or Credit Concurrence
  • Initiate and complete the required due diligence to support the credit request, in a timely manner
  • Coordinate loan documentation with either internal support area or outside counsel, review documents for accuracy and completeness; if necessary work with clients to help them understand the loan documents
  • Follow workflow processes to ensure. Client expectations are met
  • Ensure the completeness and accuracy of loan security documentation, conditions precedent, margins and compliance tests
  • Directly manage scheduled credit reviews
  • Monitor and action specified loan reports
  • Maintain accurate documentation and ensure that security continues to be perfected
  • Assist the Private Banker in developing credit solutions, ensuring that the opportunity is fully understood and addressed based on the assessment on the value of the business to HPB

Skills For Sky Banking Assistant Resume

  • Maintain effective relationships with Credit Concurrence and other key areas to address specific credit deals acting as a champion of the credit deal so that decisioning happens according to established processes and timelines, escalating any issues to the Credit Manager
  • Provides daily administrative and clerical assistance to the Commercial department in the areas of loans, deposits and account servicing
  • Work with our customers in person or over the phone to answer any inquires related to their commercial accounts
  • Maintain journals and reports for loans and transactions
  • Review documentation and distribute appropriately

Skills For MBD Mortgage Banking Assistant Resume

  • Can cross sell or highlight services and products when appropriate to our customers
  • Reviews loan documentation and sends to customer
  • Coordinates customer service process with various bank departments to ensure timely resolution of issues and problems
  • Can adhere to compliance, security, state and Federal regulations, bank policies and procedures
  • Is not be afraid to ask questions

Skills For Cres Mortgage Banking Assistant Resume

  • Be flexible to contribute where needed (backup coverage for other teams)
  • Enters credit bureau information on spreadsheet to insure applications are processed timely and in compliance with Regulations
  • Communicates with clients to obtain required financial information and other information needed to conduct business. Follow-up with clients, including letters, e-mail and phone contact to assure collection of requested information for purposes of monitoring the loan portfolio and performance of periodic reviews of credits
  • Experience in high volume processing
  • Experience with Dynamics AX 9.0 and Business Objects is an advantage
  • Intermediate Excel expertise (i.e. v-lookup, pivot tables)
  • Work in a fast-paced environment, multi-task, and manage various projects at once
  • Advanced knowledge of MS Office software

Related to Banking Assistant Resume Samples

Banking Resume Sample

Work Experience

  •  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, i...
Professional Skills

  •  Excellent verbal and written communication...
  •  Demonstrates leadership, collaborates effe...
  •  Strong communication and interpersonal ski...
5 votes

Banking Specialist Resume Sample

Work Experience

  •  Conducting statistical analysis reviews of the Bank’s deposit and lending products, complaints, marketing materials and related initiatives to ensure compliance with Fair Banking practices   •  Conducting statistical regression, comparative file review, redlining, and steering analysis across the Bank...
Professional Skills

  •  Solid negotiating and influencing skills, ...
  •  Good analytical and presentation skills, b...
  •  Strong initiative and independent thinking...
8 votes

Consumer Banking Resume Sample

Work Experience

  •  Manages and/or performs periodic monitoring to determine effectiveness of unit’s compliance to regulatory requirements, internal policies, and best practices   •  Support the GFCC Advisory team to advise and guide the Consumer/CWM and Business Banking lines of business of Global KYC Standards and/or R...
Professional Skills

  •  · Strong collaboration, persuasion, negoti...
  •  Strong organizational skills including the...
  •  Strong stakeholder management, especially ...
8 votes

Credit Portfolio Group Resume Sample

Work Experience

  •  The position manages Issuer Fiduciary reporting requirements and ensures the Issuer Fiduciary Head is fully apprised of Issuers’ Fiduciary Business status to present same to the Global Issuers’ Fiduciary Committee   •  Deep understanding of business and associated risk (credit and product) in Trade - ...
Professional Skills

  •  Good basic programming skills – VBA or oth...
  •  Understand financial accounting, experienc...
  •  Understand financial accounting, experienc...
14 votes

VP-credit Resume Sample

Work Experience

  •  Assist in the Firm’s communication with regulators regarding Credit related issues   •  Manage SBA underwriting staff to efficiently review/ structure SBA opportunities and underwrite SBA loan request utilizing their knowledge of Wintrust loan policies, SBA Eligibility requirements and sound credit an...
Professional Skills

  •  Experience in unsecured lending with focus...
  •  Work independently with the ability to dev...
  •  MBA or CFA are required
3 votes

Loss Mitigation Resume Sample

Work Experience

  •  Experience: At least 4 years’ of Auto Finance experience, including experience that demonstrates effective customer service skills   •  Manage the daily performance, quality adherence and workout production of the Loss Mitigation Underwriting and New Application Setup Team (Staging)   • ...
Professional Skills

  •  Demonstrates strong reporting and analytic...
  •  Strong skip-tracing skills and collection ...
  •  Utilize your excellent listening, oral, an...
4 votes
Back to top