Premier Banker Resume Samples

A Premier Banker provides a range of banking support services to customers of the bank who are generally regarded as “high wealth” or “preferred” clients. These professionals provide personalized service and attention and escalate all concerns and issues and provide prompt resolution. Duties often highlighted on the Premier Banker Resume are – selling the products and services of the bank, assessing the needs in relation to their financial situations, tailoring bank products and services to their specific needs, ensuring that all bank policies are followed during the sales and transactions, and maintaining records and delegating tasks as needed.

The most sought-after skills for the post include the following – good sales track record, being comfortable with potential clients of all social and economic backgrounds, the ability to inspire confidence, and being fully apprised of all current and former products and services, and strong and professional communication skills. While some banks accept even a high school diploma or GED, many others want degree holders.

 

Premier Banker Resume example

Premier Banker Resume

Summary : Seeking a career opportunity as a motivated, upbeat Premier Banker to utilize my years of customer service, persistent goal setting and personal and professional banking experience to drive revenues and deliver bottom line results. Ensuring awareness of regulations and compliance issues. Recognizing by the department with the Charlotte Choice Award for the best referral rate. Using sales processes to optimize sales opportunities and deliver sales results.

Skills : Banking And Finance, Customer Relations, Sales & Marketing, Accounting, Training & Development, Hiring, Organizational , Business Development, Computer , Management, Presentations, Team Building, Sales Management.

Description :

    1. Responsible for fostering growth of relationships within the Bank.
    2. Participated in selling and cross-selling Bank products.
    3. Generated new business through referrals and in-branch selling from the platform.
    4. Participated in branch sales campaign activities.
    5. Expanded customer relationships by cross-selling products and services.
    6. Provided tailored options for meeting short/long term financial goals Increase revenue through detailed portfolio recommendations.
    7. Effectively managed Portfolio of 550 Premier Clients.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's In Business Management


Premier Banker Resume

Summary : To use my education and experience to provide outstanding service to my customers and business clients. Managing customer portfolio, service and retain relationships and cross-sells all products and services. Providing broad base of financial and credit services with the goals of acquiring 100% of the customers' business.

Skills : Sales, Salesforce, Strategic Planning, Negotiation, Communications, Team Building, Management, Accounting, Finance, Written Communication, Public Speaking.

Description :

    1. Assisted consumer card holders with their financial needs by introducing additional product/service recommendations.
    2. Serviced credit card clients with a variety of questions and issues.
    3. Provided first call resolution when possible while quickly assisting customers in a timely manner.
    4. Provided friendly and professional customer service to all cardholders.
    5. Abided by company customer calling guidelines, scripts and procedures during every call contact.
    6. Consistent proven record of passing quality assurance call audit reviews.
    7. Used REX tracking logs to ensure monthly goals for sales, adherence, and handle time are met.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma


Premier Banker Resume

Objective : Sales, Operations and Management Direct experience with a start up non-profit. Over 13 years of success in leadership, training, sales, managing, and relationship- building with multi-level management to entry-level. Strong work ethic, and proven leader with excellent character, time- management, planning, analyzing, budgeting, attention to detail, and team-building ability.

Skills : Graphic Design, Management, Sales, Fundraising, Communication , Finance, Team Building, Team Leadership, Adobe Photoshop, Video Production.

Description :

    1. Promoted 5 times in 5 years.
    2. Consistently up-sold to maximize client's exposure within company.
    3. Created and maintained my own schedule with integrity.
    4. Worked with a team of experts to maintain customer satisfaction.
    5. Promoted my services at expo, college, and corporate events.
    6. Sold Bank products to ensure multiple connection points to deepen customer relationship.
    7. Held 3 titles at Wells Fargo, quickly promoted twice since beginning employment career.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.A. In Theology

Premier Banker Resume

Objective : Seeking a Premier Banker position in leadership which I can put my organizational and intellectual skills to use. I am highly motivated and ambitious individual who is able to give timely and accurate advice, guidance, support and training to team members. I want to utilize my education and work experience to make a significant contribution to a potential company in a professional manner.

Skills : Microsoft Office, Word, Outlook, Excel, Gmail, Google, PowerPoint.

Description :

    1. Assisted and successfully coached my peers and team members with their questions and challenges to assure daily goals were met Set down and listened to new hires to make sure they were following the regulations and the call flow.
    2. Coached more experienced bankers from other teams, showing them how to succeed in each and every aspect of the job.
    3. Showed leadership on team huddles and was awarded service excellence award 3 times within a year.
    4. Provided excellent customer service to most valued customers of Wells Fargo that have 25,000 or more in assets while maintaining a high level of customer satisfaction.
    5. Provided vital service to the team by being a member of team council and arranging weekly team meetings, focusing on targets and achievements Was awarded Star Performer by maintaining level 4 on overall statistics for the whole year and invited to the annual star awards ceremony.
    6. Floor walked on days when the department was short on escalation bankers and supervisors.
    7. Partnered up with a new hire that was struggling, to help him improve his stats and shared my knowledge and experience.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Business Administration

Premier Banker Resume

Headline : Professional and experienced customer service representative. Ready to contributing to a positive work environment. Recognizing as a detail oriented hard worker, with excellent organizational skills. Dedicated, Quick learner and determined to work as a team member and follow instructions. Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities and achieve highest sales standards.

Skills : Microsoft Office, Word Perfect, As400, Salesforce, LexisNexis, Westlaw, Lotus Notes, Sharepoint, Excel, Powerpoint.

Description :

    1. Provided an exceptional in-branch customer experience by handling every customer need from sales to service.
    2. Utilized a needs based selling approach, and provide solutions based on customer needs and how they like to conduct their banking.
    3. Insured the customer feels welcome and providing them with a one stop experience in processing transactions and fulfilling their service needs.
    4. Established new banking relationships with customers insuring they are offered all the products and services that are appropriate given their financial needs.
    5. Maintained contact with all my customers to insure we are meeting their expectations and cross selling additional products when necessary.
    6. Worked to retain and deepen existing customer relationships.
    7. Processed transactions and provide account servicing for customers in accordance with established procedures and performance standards.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Business Administration

Premier Banker Resume

Summary : Qualified professional with 12+ years in retail with a record of success in sales management and customer service. Creative problem solver with ability to drive revenue growth, resolve conflict, improve morale and consistently exceed profit goals. Assisting prestigious bank customers with basic account information upon verification. Handling 100+ calls per day while multi-tasking.

Skills : World Class Customer Service, Needs Analysis, Behavior Focused Sales Strategies, Win-Win Attitude, Individual/Team Employee Coaching, Communication , Motivator, Team Management.

Description :

    1. Managed a premier household client portfolio.
    2. Profiled clients to determine their needs, then cross-sold appropriate financial solutions and/or referring client to partners.
    3. Sold broad base of services, including deposit-based, credit, and fee-based products, with the goal of acquiring 100% of the client's business.
    4. Sold and processed Home Equity and Auto loan financing for customer.
    5. Sold investment products which include mutual funds, annuities, and stocks.
    6. Managed all paperwork to make sure within compliance.
    7. Achieved all team and individual sales and service goals.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Administration

Premier Banker Resume

Summary : To obtain a Customer Service where I will be able to use my a position in Customer Service where I will be able to use my acquired knowledge in the Customer Service field and develop a lasting relationship with the company. Assisting callers with bank transfers, update account information, check fraud/card claim processing and also referring products to further the customers' relationship with the bank. Assisting callers with ordering checks through Harland Clarke system upon verification.

Skills : Customer Service, Investigative , PC and Typing.

Description :

    1. Worked closely with our Retail Wealth Management and Business Mortgage Origination Team to identify and originate new business opportunities to grow our branch's book of business.
    2. Recently secured financing and acquired balances in excess of $3MM for a new client of ours.
    3. Utilized various investment tools that enables us to focus on needs-based selling.
    4. Currently managed a personal investment book of business exceeding $10M with over 100 clients.
    5. Trained and working closely with our Universal Bankers by implementing sales strategies within in our branch network.
    6. Established key relationships within the business community in Astoria/LIC to generate new business.
    7. Achieved great progress in his professional development as a phone banker ending the month with an overall level 3.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor's In Communications

Premier Banker Resume

Objective : To manage high net worth clients in book of business while providing sound financial advice. Learning a lot about presenting the sale with the needs they may have and how it would benefit the customer. Multitasking was a huge part of every experience as we had to use many tools to help service each and every call. Proposing banking strategies and products based on client's personal financial needs.

Skills : Analytical, Leadership, Time Management , Financial Analysis, Social Perceptiveness, Mastery of Microsoft Office Suite, Goal Oriented, Strategic Thinking.

Description :

    1. Provides full-service banking to mass affluent clients (250k-1M) through development and management of a defined portfolio.
    2. Built every clients banking relationship with consultative conversations to identify client needs for new/additional financial products or services.
    3. Achieved aggressive sales goals while providing high quality customer service.
    4. Recognized home equity lines of credit or loan potentials, and refer home mortgage opportunities for clients to Mortgage Lending.
    5. Resolved inquiries, opens and services financial products such as checking, savings, CDs, credit and/or loan products (Personal loans or lines of credit, Credit Cards, Auto Loans).
    6. Referred clients to other lines of business partners for additional business growth opportunities.
    7. Partnered include Financial Advisors, Wealth Management, Treasury Services, Business Banking, Merchant Services, Mortgage, and Insurance (Auto, Home, Life, & Renters).
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA In Business Finance

Premier Banker Resume

Headline : Highly qualified Premier Banker with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself. Demonstrated success in growing business by convincing current customers to bring over assets from other financial institutions. Enhancing the effectiveness of business customers by assisting them in establishing strategies that resulted in saving them money.

Skills : Advanced knowledge of Microsoft Suite including Microsoft Word, Powerpoint and Excel Spreadsheet; Strong organizational and customer service ; Intermediate Spanish language ; Team Player in every situation.

Description :

    1. Contributed to the overall success of the branch through quality, strong leadership, continuing efforts of giving customer service, minimizing risk, and increasing profit in sales.
    2. Ensured retention of affluent clients through excellent customer service.
    3. Initiated and conducted appointments and callbacks with clients to grow banking relationships.
    4. Adhered to all applicable laws and regulations governing bank operations, including compliance with Wells Fargo policy and procedures.
    5. Participate in events that demonstrate support for the community and increase business opportunities for the Bank.
    6. Restructured debt through, refinancing and consolidation Complies with all polices/procedures.
    7. Responsible for sales of new personal and business accounts as well as processing lines of credit and loans.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
B.S. In Marketing

Premier Banker Resume

Objective : Exceptional Outside Sales Representative/Account Manager who consistently achieves annual sales objectives and increases the overall customer base. Effectively growing brand awareness through increased market penetration and new business development. Highly organizing with 10 years in inside and outside sales. Innovative and attentive to details with outstanding follow-through.

Skills : Customer Service, Sales, MS Word, MS Excel, MS Outlook.

Description :

    1. Assisted high value customers with information regarding account.
    2. Referred products and services to customers to build their portfolio.
    3. Planned and organized routes within territory to maximize efficiency and time in the field.
    4. Answered customers' questions regarding products, prices and availability.
    5. Shared product knowledge with customers while making personal recommendations.
    6. Participated in various focus groups to develop and implement improved ways to provide clients with tools to help with financial success.
    7. Managed multimillion dollar portfolios of the most affluent Wells Fargo customers.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.S. In Marketing