Personal Banking Resume Sample

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Viva Gulgowski
232 Lexi Locks,  Philadelphia, PA
+1 (555) 299 1034

Work Experience


Regional VP, Personal Banking
09/2017 - PRESENT
Philadelphia, PA
  • Act as mentor and coach to less experienced team members and support others to develop. Provide guidance to AVPs during audit assignments
  • Serve as Subject Matter Expert for assigned consumer checking products within the global Rainbow go-to-common operating systems project, and support other Banking Products team Rainbow deliverables on an ‘as needed’ basis
  • Develop & execute a multiyear strategic plan for optimizing the bank’s Online Banking, mobile, call center and remote channels. Plan includes establishing peer parity metrics to measure value proposition for a portfolio of channel customers
  • Drive adoption of online banking, mobile and remote services and products
  • Create alignment across customer direct, home office departments, marketing and advisor/field organizations related to online banking, call center and channel activities
  • Supervises daily production of representatives, Senior representatives, and Associate Managers as well as motivates and encourages employees through positive communication and feedback
  • Create and maintain a "Best in Class" online banking, call center and channel user experience, by partnering with internal and external entities
  • Partner with customer experience and research teams to ensure customer feedback and satisfaction scores are utilized to drive development of functionality along with successful user experience
  • Manage third party business relationships with vendors, clients, and advisors including but not limited to participation in vendor negotiations
Personal Banking Representive
02/2012 - 05/2017
Detroit, MI
  • Work with the team to enhance the support process with the goal of decreasing resolution time, number of open tickets, and escalations
  • Develop policies and procedures for electronic banking processes and technical support such as online banking and mobile banking to ensure compliance with established standards and regulations
  • Manage and coordinates special projects outside of the immediate area of responsibilities
  • Actively engage with and adapt to how clients choose to interact with RBC and leverage partners in the broader RBC network and across channels to match the clients’ needs with the right advice and solutions including fulfillment where applicable, ensuring that partners and specialists are introduced at every opportunity
  • Interpret and explain performance within the business on a weekly, monthly and ad-hoc basis
  • Work alongside the Customer Network team in respect of key planning assumptions and prepare financial forecasts by identifying risks and opportunities
  • Support key operational and strategic decisions
Personal Banking Global Clients AVP
07/2007 - 09/2011
New York, NY
  • Provide ad-hoc analysis and insights on specific issues
  • Protect the bank, the customer and shareholder interest by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines
  • Lead and develop the retail sales team to build and strengthen existing and new customer relationships by providing financial advice to both personal and business customers
  • Probe to understand client needs and provide advice related to personal banking, lending, investments and commercial Banking products & Services strategies that meet the client’s objectives and manage all transactional outcomes of the call in a professional and accurate manner (e.g., complete any relevant administration requirements)
  • Communicate clearly with customers where appropriate, using defined conversational strategy principles to fully understand the customer’s needs, responding to any questions or concerns to ensure an exceptional service experience for the customer
  • Link long-range vision to support the team’s in-year business goals by establishing priorities and leading the team in developing sales, service, and people strategies to drive sales results
  • Act as a strong and disciplined sales leader – ensuring flawless and consistent execution of initiatives
  • Build and maintain a diverse workforce that mirrors the communities in which we do business. Leverage strong human capital planning to ensure the right people are in the right roles through: consistent performance, management, staff development, coaching, mentoring and succession planning

Education


University of Phoenix - Utah Campus
2002 - 2006
Bachelor's Degree in Business

Professional Skills


  • Strong ability to have needs-based conversations with strong ability to ask open-ended questions
  • Understanding of Risk Management & Compliance
  • Knowledge of Personal banking, lending, investments and commercial Banking products & Services
  • Report financial performance (including Shadow P&L) on a monthly and ad-hoc basis, developing robust, automated procedures for delivery through Essbase
  • Organizational awareness ( Some success working in a similar and/or related sales & service environment
  • Contribute personally to the Bank’s sales objectives through in-market interventions by way of
  • Contribute personally to the Bank’s sales objectives through in-market interventions by way of: focus on business development and acquisition of customers, establishing a personal referral network and participation in a variety of community activities

How to write Personal Banking Resume


Personal Banking role is responsible for reporting, security, training, securities, credit, retail, research, planning, marketing, drivers.
To write great resume for personal banking job, your resume must include:

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

Contact Information For Personal Banking Resume

The section contact information is important in your personal 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 Personal Banking Resume

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

  • Continuously enhance our MI infrastructure to make reporting more insightful (e.g. vintage tracking, supplier MI feeds, embedding claims costs analysis etc.)
  • Contribute to on-going key business stakeholder meetings
  • Maintain a high touch relationship with high impact and profitable customers and prospects within the market
  • Recognize and reinforce team accomplishments by using existing organizational tools and programs as well as by finding new, creative and effective methods of recognition
  • Build and maintain a diverse workforce that mirrors the communities in which we do business. Leverage strong human capital planning to ensure the right people are in the right roles through
  • Monitor actual performance against target and provide understanding for variances, continuously striving to produce insightful analysis to build business understanding of underlying economic drivers

Education on a Personal Banking Resume

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

When listing skills on your personal 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 personal banking skills:

  • Identify gaps in branch productivity via analysis of results and regular, targeted Branch visits, walkabouts, side by sides and coaching sessions with Branch managers
  • Banking experience with 7 years of supervisory experience required
  • Provide problem resolution guidance during branch visits, as well as follow-up on high-priority escalations
  • Good knowledge of call center technology, processes and metrics
  • Willing and able to obtain a Personal Financial Planning designation
  • Willing and able to obtain a Personal Financial Planning designation. (CIFP or equivalent)

List of Typical Skills For a Personal Banking Resume

1

Skills For Regional VP, Personal Banking Resume

  • Provide differentiated coaching activities to Branch Managers based on performance
  • Support Branch Managers in developing tangible and time boxed action plans to resolve any gaps
  • Regional Vice President, Personal Banking acts as First Line of Defence in the Enterprise Risk Management 3 Lines of Defence Model by training, assessing, coaching and monitoring the application of the credit skills and knowledge of lending subordinates
  • Maintain/enhance the Fee Paying Forecast model in order to produce the quarterly RAF and on-going reporting and planning/forecasting
  • High focus on driving the Market to sales revenue targets, profitability and portfolio volume growth
  • In-depth knowledge of the lending process and loan documentation
  • Knowledge and understanding of sales & service technologies
2

Skills For Manager, Personal Banking Resume

  • To respond to routine and ad-hoc information/commercial requests
  • Provide exceptional sales and service to BMO customers or prospects by handling inbound and outbound calls to the NACCC in an informed, professional and efficient manner
  • Understand risks and take appropriate actions as they relate to Personal banking, lending, investments and commercial Banking Products & Services, including all documentation, and any other requirements to maintain operational integrity within BMO Everyday Banking and BMO Financial Group
  • Canadian Securities Course (CSC) equivalent learning
  • Able to satisfy the education requirements needed to assume the role of Branch Compliance Officer
3

Skills For Specialist, Personal Banking Resume

  • Lead, coach, and develop Branch Managers to achieve results
  • Knowledge of all operational processes and policies
  • Strong knowledge of bank products and software, including, Microsoft Office Applications and Report Writing software as well as being able to technically support online banking, mobile and remote products
  • Handle numerous responsibilities with many interruptions, deadlines and function well under pressure
  • Protect the Bank’s assets by adhering to all applicable personal banking, commercial banking, investment regulations, Policies and Procedures, legal and ethical
  • Personal Credit Qualified

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