Bank Analyst Resume Samples

A Bank Analyst is a professional responsible for analyzing financial data and making recommendations for the bank’s operations. They are accountable for researching economic trends, and market conditions, as well as developing and monitoring financial models. The duties mentioned on the Bank Analyst Resume are – analyzing financial data and trends, preparing financial reports, and making recommendations for improvement. They are also tasked with the duty of interpreting financial statements and developing models to forecast financial performance. Additionally, they are charged with the duty of communicating their findings to management and other stakeholders.

The skills required include a strong understanding of financial principles, analytical and problem-solving skills, the ability to interpret data, and excellent communication and interpersonal skills. These professionals are expected to be well-versed in software such as MS Excel, and statistical software such as SPSS. A Bank Analyst typically holds a bachelor’s degree in finance, accounting, economics, or a related field. Some employers may prefer candidates to have a Master’s degree in Finance or a related field, as well as certifications such as Certified Financial Analyst – CFA or Chartered Financial Analyst – CFA

 

Bank Analyst Resume example

Bank Analyst Resume

Summary : Experience professional looking to obtain a position as a Bank Analyst. Performed credit reviews for borrowers to analyzing deposits and other transactions, banking business analysts complete financial analysis to ensure the efficient operations of financial institutions.

Skills : SAS, SQL, Excel, Pivot Tables, Peoplesoft, VBA.

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Description :

  1. Reviewed merchant business bank statements and extract information that is written on an input sheet and transcribing it to a web form and entered into Salesforce.
  2. Calculated analysis using an excel program when the daily ending balance is not provided.
  3. Checked the business bank account number to match on each statement in order to being analyzed.
  4. Identified bank statement for formatting inconsistencies to prevent any fraudulent transactions like sizing of the font, math does not match or synch with the deposits, withdrawals, balances, fees and/or averages.
  5. Checked for existing cash advance that is pulled as an ACH debit daily, weekly or monthly.
  6. Checked for money deposited from the merchant cash advance or business cash advance company.
  7. Extracted and record the name of the credit card processor or processors that appear to be depositing in the business bank account.
Years of Experience
Experience
10+ Years
Experience Level
Level
Executive
Education
Education
Finance


Bank Analyst Resume

Summary : As an Bank Analyst, worked in fast-paced environments where the reports they submit are needed to complete loan applications, approve credit lines, open accounts, and other time-sensitive transactions.

Skills : Excellent analytical, Decision-making, and Problem solving skills.

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Description :

  1. Responsible for auditing and reviewing bank statements, credit reports and supporting documents for final underwriting process Accurately interpret.
  2. Received loan applications from submissions department Verify all important information is on the application.
  3. Contacted loan originator for any missing documents.
  4. Analyzed the bank for approval of loan.
  5. Created forecasts, reports, and analysis for the bank Board of Directors.
  6. Created a value added sales ranking system by developing a .
  7. Evaluated client credit data and financial statements in order to determine the risk involved in lending money Pull and review merchant's credit.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Business


Banking Analyst Resume

Summary : As an Banking Analyst, analyzed huge amounts of financial data and preparing various accounting and financial reports based on this data and your research-backed opinions. Worked closely with banking managers, underwriters, loan officers, and other financial professionals.

Skills : Strong working knowledge of Excel and financial modeling.

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Description :

  1. Performed financial forecasting, reporting, and operational metrics tracking.
  2. Analyzed financial data and create financial models for decision support.
  3. Reported on financial performance and prepare for regular leadership reviews.
  4. Analyzed past results, perform variance analysis, identify trends, and make recommendations for improvements.
  5. Worked closely with the accounting team to ensure accurate financial reporting.
  6. Evaluated financial performance by comparing and analyzing actual results with plans and forecasts.
  7. Guided the cost analysis process by establishing and enforcing policies and procedures.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Degree in Accounting

Bank Analyst Resume

Summary : As an Bank Analyst, responsible for analyzing companies annual results to assist in the making of sound investment decisions. Drove process improvement and policy development initiatives that impact the function.

Skills : Outstanding presentation, reporting, and communication skills.

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Description :

  1. Provided analysis of trends and forecasts and recommend actions for optimization.
  2. Recommended actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials.
  3. Identified and drove process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards.
  4. Increased productivity by developing automated reporting/forecasting tools.
  5. Performed market research, data mining, business intelligence, and valuation comps.
  6. Maintained a strong financial analysis foundation creating forecasts and models.
  7. Proficiency with Microsoft Excel is mentioned in virtually any financial analyst job description; familiarity with data query/data management tools is extremely helpful (Access, SQL, Business Objects).
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Degree in Finance

Junior Bank Analyst Resume

Objective : As an Bank Analyst, responsible for tracking a company's financial performance against a plan, analyzing business performance and market conditions to create forecasts, and helping senior management make tactical and strategic decisions by providing periodic reports.

Skills : Proficiency with spreadsheets, databases, and financial software applications.

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Description :

  1. Analyzed financial data. Researched macroeconomic and microeconomic conditions.
  2. Prepared accounting and other required reports and projections based on the analysis performed.
  3. Evaluated capital expenditures and asset depreciation.
  4. Established and evaluated records, statements, and profit plans.
  5. Identified financial performance trends and financial risk, and making recommendations.
  6. Provided recommendations for improvement based on trends.
  7. Helped banks and financial institutions make informed decisions about investments, risk management, and strategy.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Freelancer
Education
Education
Degree in Economics

Associate Bank Analyst Resume

Objective : As an Associate Bank Analyst, provided accurate and data based information on company's profitability, solvency, stability and liquidity. Researched and analyzed financial information to help company make well informed decisions, write reports and monitor financial movements.

Skills : Proficient in Word, Excel, Outlook, and PowerPoint.

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Description :

  1. Prepared complex financial analyses and models to aid in investment decisions.
  2. Identified potential markets and market trends. Conduct due diligence investigations of client companies.
  3. Researched price, distribution and other transactions and make suggestions for the company to improve revenue.
  4. Researched and structured transactions and price and distribute securities.
  5. Supported the preparation of detailed memoranda and presentations describing the key attributes of client companies.
  6. Researched potential buyers/investors. Worked under tight deadlines.
  7. Knowledged on financial analysis software and tools such as Excel and Bloomberg Terminal.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Degree in Finance

Banking Analyst Resume

Summary : As an Bank Analyst, worked closely with Razorpay's partner banks to get their merchants onboarded on Razorpay. Understood and respond to various queries raised by both internal and external stakeholders.

Skills : Time-Management and Organizational.

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Description :

  1. Coordinated with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
  2. Provided financial models. Made financial forecasts. Analyzed inventory.
  3. Participated in marketing events for the company, make client presentations, and prepare entire marketing strategies.
  4. Reconciled transactions by comparing and correcting data.
  5. Gained and updated job knowledge to remain informed about novelty in the field.
  6. Handled multiple tasks and complete them effectively. Familied with financial regulations and compliance issues.
  7. Worked with a financial institution or financial analysis role.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Degree in Finance

Junior Bank Analyst Resume

Objective : As an Bank Analyst, monitored and replyed to emails from partners/clients referring to appropriate departments or escalating to Lead/Manager or relevant departments when appropriate. Performed billing process and generating reconciliation report/process.

Skills : Proficiency In Data Analysis Tools And Financial Modeling Software.

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Description :

  1. Consolidated and analyzed financial data (budgets, income statement forecasts etc) taking into account companys goals and financial standing.
  2. Provided creative alternatives and recommendations to reduce costs and improve financial performance
  3. Assembled and summarized data to structure. sophisticated reports on financial status and risks
  4. Developed financial models, conduct benchmarking and process analysis.
  5. Conducted business studies on past, future and comparative performance and develop forecast models.
  6. Identified trends, advise company and recommend actions to a senior financial analyst based on sound analysis.
  7. Tracked and determined financial status by analyzing actual results in comparison with forecasts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Degree in Finance

Bank Analyst Resume

Objective : As an Bank Analyst, responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub custodians and/or custodians. Worked on multiple systems to perform complex corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties.

Skills : Problem-Solving, Communication And Interpersonal.

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Description :

  1. Provided analytical, forecasting, reporting, and project support to senior management.
  2. Produced monthly reports, which include key metrics, financial results, and variance reporting.
  3. Spearheaded the annual and quarterly budgeting and forecasting processes.
  4. Identified opportunities for performance improvement across the organization.
  5. Maintained knowledge and keep abreast of new investment regulations or policies.
  6. Developed models that help with decision-making.
  7. Consulted with management to guide and influence long term and strategic decision making within the broadest scope.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Degree in Finance

Senior Bank Analyst Resume

Summary : As an Bank Analyst, responsible for investigating transaction fraud (e.g ACH, Wire, debit/credit card) application fraud, account activity fraud and fraud claims. Reviewed all products associated with the case, (Bank Accounts, Loans, Investment Accounts and Cash Management Accounts).

Skills : Analytical Skills, Financial Markets, Banking Regulations.

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Description :

  1. Supported the senior RMs in developing and managing the client relationships. For strong existing relationships this includes maintenance and penetration, for relatively newer relationship this includes support in business development efforts.
  2. Provided back-up to the frontline RMs in their absence such that all client facing activities can be managed.
  3. Provided support to clients for day-to-day transaction management over and above what is in the purview of cash management, trade finance & global market teams.
  4. Worked with the RMs and product teams towards formulating and delivering client strategy. Working with RRM / GRB teams and assist the RMs to ensure that local business strategy is aligned to global strategies on respective clients.
  5. Worked with RM and credit analyst unit teams to present cases to portfolio management for credit allocation committee approvals and if need be run with this independently in the absence of the RM.
  6. Worked with RM to prepare and present cases which need ASP or Global reputational risk and client selection committee approvals.
  7. Worked with CAU team and RMs to ensure that credit requirements of clients are promptly met subject to risk approvals and related framework.
Years of Experience
Experience
10+ Years
Experience Level
Level
Executive
Education
Education
Degree in Finance