Banking Executive Resume Sample

5.0
1 vote
Murl Runte
851 Vivienne Forest,  Phoenix, AZ
+1 (555) 590 9716

Work Experience


Private Banking Executive
01/2018 - PRESENT
Detroit, MI
  • Composes letters and memoranda from verbal direction or knowledge of bank’s policies, procedures, and functions. Initiates responses to correspondence for senior executive or own signature
  • Builds and manages a high performing team of directors, analyst and digital product management professionals through recruiting, training, coaching, performance management, and related managerial activities
  • Lead teams responsible for the development and management of Primary Banking digital acquisition platforms – web/.com, Mobile
  • Identify emerging technologies and influencing execution of these technologies
  • Participate in research and testing to determine USAA member needs and desires within digital channels
  • Develop digital channels vision and strategy and translate into practical roadmaps, prioritized development projects, and product definitions clear enough for developers to build efficiently and effectively
  • Collaborate with line of business and enterprise partners to help define and drive digital channels vision and strategy, delivering usage and other relevant data points
Essential Banking Executive
10/2014 - 07/2017
Chicago, IL
  • Partner with IT to ensure digital capabilities align to architectural and system standards, promoting a consistent USAA approach to the deployment of global platforms and standards
  • Manage new development activities, digital platform functionality and integration of experiences across channels
  • Ensure operational availability, scaling, flexibility and extensibility of core platforms
  • Ensures staff compliance with established sales, operational, and security policies procedures, and regulations; monitors private banking team’s calling activity and sales results
  • Convert enquiries into sales opportunities whilst ensuring high service levels are maintained
  • Strong communication skills with an ability to deal with members at all levels
  • Strong focus on customer focus
Private Client Banking Executive
04/2009 - 04/2014
Philadelphia, PA
  • Be a proactive team player who is target driven
  • Essential Skills & Abilities
  • Convert enquiries into sales opportunities and ensure the highest service level, generate cross sales opportunities
  • French or Italian or Spanish language is preferable
  • Fluency in Greek, both verbal and written, however this is not essential
  • Travel – book flights and accommodation for team, including knowledge and awareness of the whereabouts of bankers, relevant client activities and travel policy guidelines
  • Advanced Outlook skills required – for contacts maintenance and diary scheduling, including time zones
  • Advanced skills in Word including mail merge and long, complex documents

Education


Muskingum University
2003 - 2008
Bachelor's Degree in Business

Professional Skills


  • Able to demonstrate broad experience of delivering an excellent level of service to clients
  • Up to 3 years' experience within financial services sales experience, preferably with sales experience within deposits, mortgage sales and insurance
  • Thorough knowledge of general office procedures with demonstrated advanced administrative and secretarial skills
  • A commitment to providing a world-class service and driving our dedication to the client experience, with the ability to build strong and trusted relationships
  • Intermediate Excel skills for general reporting and register maintenance
  • Up to 3 years' experience within financial services sales experience, within deposits, mortgage sales and insurance
  • Leadership experience with demonstrated ability to motivate, inspires and coaches subordinates

How to write Banking Executive Resume

Banking Executive role is responsible for reporting, maintenance, retail, credit, securities, training, integration, design, research, digital.
To write great resume for banking executive job, your resume must include:

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

Contact Information For Banking Executive Resume

The section contact information is important in your banking 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 Banking Executive Resume

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

  • Provide a dedicated banking service, demonstrating ownership of all client queries and acting as the main point of contact for all clients’ short term banking requirements
  • Understanding of the day to day client needs across a diverse range of delivery channels and the ability to liaise effectively with colleagues
  • Providing a first-class experience for all of our customers
  • Acting on client prompts to capture client data and making changes to accounts in line with agreed procedures in place across the Service Centre
  • Acting on customer prompts to capture data and make changes to accounts in line with agreed procedures across the service centre
  • Be part of a small team supporting the WM UK Private Banking client base

Education on a Banking Executive Resume

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

When listing skills on your banking 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 banking executive skills:

  • Demonstrated ability to work on own initiative with little direction, to identify issues requiring attention, and to initiate and manage complex projects
  • Strong academic background, ideally including Higher Grade, or above (or equivalent), in both Mathematics and English Language
  • Progressive digital/mobile experience developing strategies, managing major initiatives and delivering results within a complex matrix environment
  • Experience in process engineering to include Six Sigma yellow belt or green belt certifications
  • Proven expert knowledge of domestic banking
  • Delivering expert transactional banking service to clients using multi-channel communications options including telephone, email, letter and fax

List of Typical Skills For a Banking Executive Resume

1

Skills For Private Banking Executive Resume

  • Beneficial if the role holder was working towards or possesses a professional qualification in Banking, such as CIOB
  • Proactively educating customers on the features and benefits of the international proposition, and managing customers throughout the process
  • Complies with all corporate policies, front office procedures, regulatory and internal/external audit requirements and managing risk and control
  • Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements
  • QFA or APA qualificationis essential
  • Acts as the key point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products which includes payments processing, credit cases submissions, client on-boarding and client data maintenance
2

Skills For IBD, Classic Banking, Executive Assistant Resume

  • Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations and various departments to ensure delivery, resolve issues and reduce/remove errors
  • Maintains the system record of client requests, situation, events, and reports
  • Performs daily operations and transactions on clients' accounts
  • Keeps Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified
  • Assists the Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker
3

Skills For Essential Banking Executive Resume

  • General understanding of Bank’s products and services and of the Barclays Group
  • QFA qualified essential and committed to further continuous development
  • Support the Head of Private Banking in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients
  • Advanced level of understanding of project or management and/or Agile, industry practices and emerging trends
  • Accurately identify all clients, adhering to policy and Customer Due Diligence regulations
4

Skills For Private Client Banking Executive Resume

  • Background in financial services and/or consumer technology
  • Manage their own workload in order to deliver pro-active service to clients
  • Own and manage customer complaints, adhering to the complaints and escalation procedures and maintaining accuracy and quality levels at all times in order to facilitate client satisfaction and avoid sundry losses
  • Visit their internal stakeholders twice a year to ensure they are clear on client and business needs
  • Good understanding of domestic client banking propositions and knowledge of internal and external legislation, including Data Protection, Money Laundering, Complaint Handling and Customer Due Diligence
  • Excellent command of English language, with strong written and verbal communication skills, to deliver against our commitment to providing a world class service and drive our dedication to the client experience
  • Capable of handling data in large quantities, in a variety of formats, used to satisfy client requirements
5

Skills For Personal Banking Executive Resume

  • Demonstrating ownership of all queries and acting as the first point of contact for customers day-to-day banking requirements, using various communication methods
  • Being an excellent communicator who’s confident, professional and knowledgeable, with the ability to talk to clients in detail about our products, services and channels
  • Three or more years of personal and commercial credit analysis experience
  • Proactively educating clients on the features and benefits of the International Proposition and managing clients throughout the Proposition Tiers
  • Proactively achieving set personal and departmental targets for sales, productivity, accuracy and quality
  • Delivering a first class experience for all our clients, demonstrating ownership of all client queries and acting as the first point of contact for all their day to day banking requirements using various
  • Providing best service possible to our clients and handling data in large quantities, in a variety of formats, used to satisfy client requirements and assist client and revenue growth
  • An organised and adaptable approach and attitude and consistently demonstrate the ability to work calmly and constructively under pressure
6

Skills For Digital Primary Banking Executive Resume

  • A proven track record of achieving stretching sales and service targets, including a broad experience of delivering an excellent level of service to a diverse client base, from various cultures
  • Clear and articulate verbal and written communication to deliver against our commitment to provide a “world class” service and drive our dedication to the client experience
  • Assist Private Bankers in administration and management of day-today administration on client relationships including attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc. all overseen and signed-off by the Private Banker
  • Respond in a timely and professional manner to client requests, owning task execution end to end, work pro-actively with Operations, Business Management and GI&S to ensure delivery, resolve issues and reduce / remove errors
  • Excellent customer service skills & sensitivity to the needs and profile of high net worth clients
  • Good overall knowledge of Barclays Wealth information systems
  • Five or more years experience
  • On-boarding new clients and opening/modifying/closing product accounts
7

Skills For Southwest Regional Banking Executive Assistant Resume

  • Thorough knowledge and understanding of the banking industry and the policies and practices of the bank
  • Securities licensing is required (7,6,63)
  • Assist Private Bankers in ensuring adherence to the Global KYC policy. Complying with all regulatory and Wealth requirements/procedures/controls and recognizing/managing risk
  • Identifying opportunities to improve current procedures and ways of working to the benefit of our clients and BW along with aiding in the implementation of the change
  • Conform with the requirements of the T&C scheme
  • Organise the Private Bankers, supporting their preparations for client success, for example, preparing a full client brief in advance of a meeting; researching a prospect; identifying relevant newspaper articles etc
8

Skills For Field Based Banking Executive Resume

  • Fluency in at least one of this languages (Verbal and Written) – French or Russian or Italian
  • QFA qualificationis essential
  • Positive and self motivated
  • Work under pressure with a heavy workload
  • Possesses a technical and commercial approach to tasks
  • Possesses the initiative to think things through and the prudence to refer
9

Skills For Mobile Banking Executive Resume

  • APA Loans, Savings and Investments and Life Assurance
  • Ensure compliance with the Bank’s policy and standards of client service, regulatory compliance requirements, front-office procedures, AML/KYC requirements, product delivery and operating model
  • Act as the main point of contact for a portfolio of clients
  • Perform day-to-day administration across the range of services and products, such as preparing (non advice-giving) letters to clients for own signature and drafting of letters
  • Support Private Bankers in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients
  • Prepare ad-hoc reports for clients, and address and solve clients’ administrative enquiries
  • Perform daily operations and transactions on clients’ accounts in order to provide high quality personalised service
10

Skills For Mobile Personal Banking Executive Resume

  • Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services
  • Complete the tasks related to all aspects of administration
  • Support the team / business in the delivery of its targets and goals
  • Support the Senior Private Banker in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients

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