Bank Officer Resume Samples

A Bank Officer typically oversees all aspects of a retail bank setting. General duties seen on the Bank Officer Resume include – monitoring the operations to ensure correct accounting; developing relationships with customers; and approving loan packages. Other daily accountabilities are approving, or disapproving the loans to the customers; identifying the requirements of the customer, suggesting suitable product for the customers; overseeing and managing the general functions of the bank, providing proper training to the customers; and making legal agreements in the interest of the bank.

To work at this capacity, the following skills are needed – remarkable time management skills; professional attitude, writing abilities, good knowledge of accounting and banking principles; proficiency with overall banking policies and procedures, and the ability to market the bank’s goods and services. Candidates need at least a degree in banking, finance, or business to enter this occupation.

 

Bank Officer Resume example

Bank Officer Resume

Summary : Customer detailed-oriented reconciliation officer and quality-focused medical billing and coding professional with a proven track record of exemplary performance in the banking industry seeking challenging and rewarding career opportunities with a progressive organization. Manages strong working relationships with clients, peer and supervisors in an effort to consistently yield the highest quality work.

Skills : Project Management, Change Management, Ms Office Suite, Ms Project, Visio, Conflict Resolution, Portfolio Management, Payment Processing, Customer Service.

Description :

    1. Supervised overall reconciliation of monies due from the bank's accounts and all bank-issued checks, suspense, and interoffice general ledger clearing accounts.
    2. Prepared daily, bi-monthly, and monthly departmental reports on reconciliation items.
    3. Resolved all open issues, such as differences Trained and cross-trained clerks.
    4. Prepared and submitted abandoned property reports by State for the appropriate State Comptroller.
    5. Placed accounts on back-up withholding, as well as generating annual back-up withholding reports to IRS.
    6. Documented write-offs and led committee write-off meeting.
    7. Reconciled all accounts, Treasury Tax and Loans, and Back-up withholding in a timely and accurate manner.
    8. Provided general ledger reconciliations to management.
    9. Maintained and updated dormant DDA accounts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma In Medical


Bank Officer Resume

Headline : Highly-motivated and resourceful self-starter with 10+ years in the financial services industry who enjoys working in a fast-paced environment with a bias towards action. Demonstrated success counseling senior leaders, growing talent and leading teams to meet individual and collective business objectives that promote thriving workplaces by analyzing, defining and driving concrete, measurable objectives.

Skills : Microsoft Office, Customer Service, Communications, Fire Safety.

Description :

    1. Responsible for the overall management of the branch including operations, profitability, client service success, sales management, discretionary and non-discretionary expense management, loan and deposit acquisition.
    2. Contacted retail and small business clients daily by phone and in-person.
    3. Helped identify financial needs, providing solutions to clients, developed client relationships, attracted and retained new business.
    4. Provided leadership to the branch team and coached team members on client service performance, operational performance, and achieving sales goals.
    5. Completed regular performance evaluations and handed any disciplinary issues.
    6. Recruited, interviewed, and hired new team members.
    7. Ensured proper adherence to employment laws and regulations.
    8. Ensured proper staffing and scheduling of branches to facilitate smooth daily operations and a high level of client service.
    9. Worked with the operational team to ensure operational soundness of branch procedures.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Business


Bank Officer Resume

Summary : Goal oriented senior manager with over fifteen years of proven experience in operations management. Recognized as a results-oriented leader with a proven ability to execute, communicate, inspire and promote teamwork and achieve outstanding results.

Skills : Microsoft Office, Quick Books.

Description :

    1. Led the Advanced Collections Call Center, in a multi-shift environment, for a $750 million Bankcard portfolio.
    2. Served as interim senior manager, responsible for 150+ associates, across multiple company sites.
    3. Reduced the company's losses by 12% through the development and implementation of resolve rate performance standards and the introduction of an employee performance incentive plan.
    4. Increased staff productivity and effectiveness through the development and implementation of a new collector queue time management process.
    5. Increased contact rates for 90 and 120 day accounts through increased auto-dialer utilization.
    6. Developed and installed coaching process of recording and reviewing collector phone calls for technique and effectiveness.
    7. Responsible for company-wide acquisitions involving the conversion and integration of all systems, operations, and business processes.
    8. Served as the central project manager for the company's new portfolio conversions, including all systems and operational issues and enhancements.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Business

Bank Officer/Manager Resume

Summary : To pursue a career in a challenging, responsible administrative position that will utilize 35 years of acquired skills, abilities and knowledge of the banking industry.

Skills : Microsoft Applications, Brainshark, Articulate Story line, ADDIE, Weber Delivery Platform.

Description :

    1. Worked with two commercial credit product officers.
    2. Provided support to the President/Market Manager, Chairman of the Board of Directors, and Commercial Lending Officer.
    3. Responsible for processing and typing commercial loan documents, ordering credit reports, setting up new files and file maintenance, processing loan advances, transfers, stop payments, and wire transfers.
    4. Wrote loan approvals and closing loan transactions with the customers.
    5. Developed reports and memoranda, delegate and direct problems to appropriate areas for resolution, ability to prioritize workload and adapt to rapid changes in pace.
    6. Created and installed focus groups to uncover and recommend programs to improve staff morale and relations.
    7. Developed and installed the coaching process of recording and reviewing collector phone calls for technique and effectiveness.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA In Economics

Consumer Bank Officer Resume

Summary : To obtain a Bank Officer position with a company that will allow to utilize and develop skills to become a valuable asset. Responds to internal and external customer inquiries.

Skills : Microsoft Applications,Consumer Bank.

Description :

    1. Underwritten consumer loans, management of the collection, and recovery of bad debts on a $1 billion portfolio.
    2. Developed and implemented Management Information Systems, annual budgets, and reserve calculations.
    3. Reported to the Senior VP of Credit Operations and encompassed 3 departments with more than 35 staff and annual budgets in excess of $1.5 million.
    4. Reduced charge-off percentages in excess of 3% to less than 1.5% through improvements in underwriting standards, development of analysis tools, and reporting functions.
    5. Improved recoveries of bad debt losses by better controls introduced in bankruptcy claims filed and more efficient procedures in collection of past due to balances.
    6. Achieved national recognition and served as a basis for the introduction of Best Practices to be implemented system-wide.
    7. Increased contact rates for 90 and 120-day accounts through increased auto-dialer utilization.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master Of Business

Bank Officer/Personal Banker Resume

Summary : Manages the banking relationship with a portfolio of business customers. Responsible for all sales of credit and non-credit products and services by calling potential and existing customers to develop new business and increase (cross-sell) or retain existing business.

Skills : Bank Analyst, Loan Document Processor, Portfolio Manager.

Description :

    1. Selected to be in the first transition team from the Site to merge over to the Banker Support team.
    2. Performed Policy support to Bank Employees by telephone.
    3. Performed assistance to callers of both Wells Fargo Store systems, Store Vision Teller (SVT), and Store Vision Platform (SVP), by walking banker through the system they were using to perform the task at hand.
    4. Responsible for relaying Bank Policies to bankers within Bank Guidelines, including how to opening and maintaining Wells Fargo's personal accounts.
    5. Provided the banker with proper wording and terminology to relay to their customers.
    6. Responsible for forwarding bankers to proper Departments when required.
    7. Maintained a high customer satisfaction rating, which is rated on random surveys that are sent to Bankers after assisting them.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associates Of Computer

Licensed Bank Officer Resume

Summary : Seeking full-time employment as a commercial loan officer with the ability to analyze financial statements, financial ratios, tax returns and other financial documents to evaluate repayment sources and prepare loan recommendations.

Skills : Sales Management, Marketing Strategy, Management, Financial Analysis, Database Management.

Description :

    1. Reviewed financial data, appraisal reports, credit reports, verifications and documents as required determining feasibility of granting loans.
    2. Determined loan quality, recommend loan terms to management Order credit reports, appraisal reports, environmental reports - knowledge and experience to structure loans in a manner that is beneficial to the customer and organization.
    3. Analyzed information including liquidity, balance sheets and income statement to provide credit request to loan committee.
    4. Supervised the review of executed loan documentation to ensure compliance with regulatory requirements.
    5. Able to implement strategies that improve client services and increase revenue stream.
    6. Committed to working with colleagues to achieve corporate goals.
    7. Reviewed loan agreements to ensure that they are complete and accurate according to policy.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA In Economics

Bank Officer Resume

Summary : Communicate effectively with both technical and non-technical communities. Software development team player who understands and participates in technical aspects of team discussions.

Skills : Operations, Operations Management, Banking Officer.

Description :

    1. Maintained and enhanced the COBOL/SQL programs of the Bank's cost allocation system.
    2. Developed Easytrieve cost allocation reports that executed per JCL each month.
    3. Performed monthly analysis of Trust division financial performance for presentation to senior Trust Department management.
    4. Administered 50 Collateralized Mortgage Obligation (CMO) bond issues.
    5. Calculated amounts and distributed over 300,000,000 dollars to bondholders each month.
    6. Supervised assistants and worked with professionals from external organizations.
    7. Profiled customers to identify banking needs and referred appropriate banking products.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS Management

Bank Officer Resume

Summary : Over 20 years of banking experience. Mostly credit investigation and property appraisal. Worked as an officer in last 3 years with the bank. Assist with preparation and presentations for various BSA training sessions.

Skills : Asset Management, Risk Analysis, Investments, Risk Management.

Description :

    1. Responsible for checking and timely release of chattel and real estate appraisal reports prepared by appraisers.
    2. Monitored attendance and production/performance of appraisers/reporter.
    3. Conducted a performance rating of appraisers every 6 months.
    4. Provided account officers with the timely release of appraisal reports and the accurate value of properties offered as collateral.
    5. Minimized bank exposure risk.
    6. Served as a consumer loan officer.
    7. Trusted with above average, unsecured and secured loan authority, to provide consumer and retail loans.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Bank Officer Resume

Summary : Experienced Learning & Talent Development Specialist with an extensive background in training, learning management, coaching and mentoring, client consultation, leadership, territory management and marketing within the financial services and insurance industries. Utilize proven people management skills to inspire teams, build relationships and drive performance results; while creating favorable and unique customer learning experiences and partnerships.

Skills : Finance, Communication, Multi-Tasker, Supervisory, Legal Research, Banking, Computer.

Description :

    1. Responsible for servicing treasury sales offices via inbound and outbound calls.
    2. Managed accounts for large business' real estate needs Bank Officer Technical Support Representative Provided support to commercial clients for online banking services.
    3. Received inbound calls to troubleshoot the online banking system and see through to resolution.
    4. Responsible for incoming and outgoing wires for commercial clients.
    5. Managed accounts for large businesses' real estate needs.
    6. Supervised the daily operations of approximately 30 associates.
    7. Hired as a Financial Service Representative demonstrated strong sales skills by acquiring and retaining new customers into our bank unit.
    8. Established a strong working relationships with co-workers by performing duties as teller to help them reduce the number of clients in line while increasing the efficiency of the Bank services.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Banking