Private Client Banker Resume Samples

A Private Client Banker undertakes responsibility for managing and overseeing the financial activities of high net-worth customers. The job description entails developing a relationship with clients, providing banking services and providing interest services. The following core duties are identified on a successful Private Client Banker Resume – identifying potential customers and fostering a relationship with them to manage their wealth; advising and consulting clients; monitoring clients’ accounts; and researching various investment options to meet private banking revenue goals.

The most sought-after skills for the post include the following – strong understanding of banking and lending products; expertise in understanding the financial needs of various types of clients; and a solid understanding of appropriate legislation and regulations affecting banking and customer interaction. While a degree is not mandatory, possessing local market knowledge and sales experience in wealth management is preferred.

Private Client Banker Resume example

Private Client Banker Resume

Summary : Dynamic and performance-driven professional with robust organizational, customer service, and communication skills. Multidisciplinary industry expertise with emphasis in banking, finance, mortgage, investments, insurance, and data entry desiring to enhance a dedicated platform in daily operations of business.

Skills : Banking, Finance, Mortgage, Investments, Insurance, Data Entry.

Description :

    1. Offered specialize products including deposit accounts, lines of credit, and convenience items based on the specific need of a customer.
    2. Refered and teamed with Chase Private Client, JPMorgan security advisors, Mortgage, Business Banking, and Merchant Services.
    3. Processed payments, deposits, withdrawals, cashed checks and collections on current and charged off accounts.
    4. Processed dispute, fraud, mortgage, and insurance claims.
    5. Recorded detailed notes after in-person appointments, in-bound, and out-bound service calls.
    6. Promoted from Personal Banker to Private Client Personal Banker II due to consistent growth in customer satisfaction.
    7. Used Interpersonal Interpretative Conflict resolution Consultation Written Communication (clear and concise) Oral Communication (speaks effectively, listens attentively) Teamwork Multitask (Teller and Platform).
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Arts


Jr. Private Client Banker Resume

Objective : Integrity based, people oriented Banking and Financial Services Professional proficient in instituting organization processes and systems. Proven leadership skills in effectively motivating team members to establish a positive and cooperative work environment. Expertise in managing cash and reconciliation processes, customer service, sales and banking. Ability to establish and maintain customer loyalty by effectively resolving problems and quickly processing transactions.

Skills : Sales, Customer Service , Team Player, Bilingual Spanish.

Description :

    1. Charged the acquisition and retention of customers in the private client platform.
    2. Responsible for a book of affluent clients with assets.
    3. Managed these relationships to capture the biggest share of wallet to ultimately become their primary financial institution.
    4. Delivered superior service experience to affluent clients in the UC Berkeley area.
    5. Assisted management with monthly cash counts and ATM balancing.
    6. Coached and developed the marketing and sales strategies to our colleagues on a weekly basis.
    7. Conducted monthly ethics and compliance meetings to prepare entire staff for the audit that is conducted every six months.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Sociology


Sr. Private Client Banker Resume

Summary : Dedicated banking professional with expertise in building strategic client relationships through effective sales and marketing initiatives. A strong leader, active in the community and able to motivate and influence others into action. Excellent communication and networking skills with the ability to develop instant rapport and relationships.

Skills : Microsoft Office, Project Management, Analysis, Management, Excel.

Description :

    1. Managed a book of more than 500 high net worth clients, who comprised 60% of the deposit and investment opportunity within the company.
    2. Identified and acquired high net worth clients of at least $250k in liquid assets through daily branch interactions.
    3. Analyzed client data and banking patterns to recommend premier solutions.
    4. Partnered with financial advisor to uncover and target client's financial issues and proposed complex solutions.
    5. Developed an extensive base of knowledge of financial products and services.
    6. Offered premier services only offered through the Private Bank such as securities based lending products and a variety of investment options.
    7. Referred high net worth business owners successfully to business banking and the commercial bank for credit needs.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Bachelors In Economics

Private Client Banker I Resume

Summary : To obtain a position and career as a motivated, upbeat personal banker and utilize years of customer service and personal and professional banking experience. Business Development Professional Excellent interpersonal, communication and relationship-building skills. Listen attentively, communicate persuasively and follow through diligently. Cross platform expertise (Windows XP/Vista) and proficiency in Word, Excel and PowerPoint Translator in both French and Creole Customer Acquisition Referral/Repeat Business Generation.

Skills : Finance, Mortgage, Banking, Business.

Description :

    1. Worked with the affluent clients.
    2. Managed their complete banking relationship.
    3. Worked very closely with private client advisor to grow investment balances.
    4. Opened the accounts and educate customer about bank product.
    5. Addressed customer service issues and/or escalates to appropriate person.
    6. Coached Team members to help them go up there career path and achieve goals.
    7. Lead the huddles.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certificate In Billing

Private Client Banker II Resume

Summary : A highly competitive NCAA athlete looking to further career in the financial industry. Adhered to all banking and FINRA regulations and provided an excellent customer experience.

Skills : Superior Communication , Retirement Planning,.

Description :

    1. Assigned client book through routine follow ups and customer service.
    2. Assisted in driving an increase in branch profit and loss through deposit, loan, and investment growth of current and new clients.
    3. Worked closely with JPMorgan partners to serve the clients as their conduit to Chase products and services.
    4. Maintained regulatory requirements for current license of 6 & 63, and NMLS registration.
    5. Accomplished FINRA exam scores of 88% on the series 6 and 83% on the series 63 to meet JPMorgan Chase requirements.
    6. Conceived, developed, and executed contact strategies for assigned clients to achieved deposit, loan, and investement growth.
    7. Attained a year over year performance growth of over 30%.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Culinary Arts

Private Client Banker III Resume

Summary : Insightful, results-driven IT professional with notable success in multiple positions. Experience with high-profile companies including Verizon Wireless and JPMorgan Chase. Self-motivated, active problem solver, and passionate about technology and learning new technical skills. Able to coordinate and participate in all phases of project-based efforts.

Skills : Excel, Powerpoint, Financial Modeling, Financial Analysis, Market Research, Business Development.

Description :

    1. Required investments licenses along with life insurance.
    2. Received both Series 6, 63 and life insurance licenses.
    3. Utilized professionalism with clients, remained both courteous and professional.
    4. Abled to handle high stressed situations, due to the market changes.
    5. Assisted the financial advisor with all client needs.
    6. Handled all incoming and outgoing calls.
    7. Adhered to all banking and FINRA regulations and provided an excellent customer experience.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Arts In Psychology

Private Client Banker/Assistant Resume

Headline : Financial and Sales Professional ready to transition into a management role while utilizing extensive knowledge of consumer banking, loan and credit products, and interpersonal skill to advise clients in their banking options in polite, courteous and informed manner. Areas of expertise include Customer Service Financial Planning Banking Relationship building Management Sourcing new clients.

Skills : Microsoft Office Suite, Google Apps, Salesforce, CRM.

Description :

    1. Responsible for opening personal and business accounts and all bank related issues.
    2. Involved in all aspects of operations and openingclosing duties.
    3. Worked alone as banker in branch with no supervision all "shops" have been at 100%.
    4. Managed the conversion of a WAMU branch in Long Island for conversion to Chase in August 2009 with excellent results.
    5. Included were training of employees and managing tasks on a daily basis relating to specific targeted goals.
    6. Partnered closely with specialists from lines of business such as investment, insurance, tax, trust, lending, business banking.
    7. Served as relationship manager for jpmorgan chase private banking clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business

Associate Private Client Banker Resume

Headline : Goal-Oriented Leveraging Network Exceed Expectations AUM Growth High Achiever Team Oriented Deepening Relationships Result Driven Investment Advisory.

Skills : Business, Finance, Banking, Management Experience.

Description :

    1. Cultivated and managed new and existing client relationships of high net-worth, with assets totaling $50 million through growth of balances in brokerage portfolios, and depository accounts.
    2. Collaborated extensively with a team of two senior financial advisors, in discovering new opportunities and to determine appropriate investments for each client given liquidity and risk tolerance.
    3. Supported the design and implementation of customized investment strategies by providing exceptional service, and consistent portfolio reviews in accordance with market trends and volatility.
    4. Created more than 100 presentations for clients illustrating portfolio performance resulting in new accounts in excess of $10 million above sales goals.
    5. Promoted a full array of wealth management, and private banking services ranging from depository accounts to mortgage and credit needs.
    6. Informed prospective and existing customers of Chase programs, rates, policies, underwriting requirements, and loan procedures.
    7. Analyzed detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Assistant Private Client Banker I Resume

Summary : Dedicated and hardworking professional seeking a challenging position that will allow for growth and opportunity. Currently have an Associates Degree in Mortgage Banking, a Bachelor's Degree in Business Organizational Management and a MBA. In addition, 20+ years experience in the financial industry and hold several Securities Licenses.

Skills : high net worth individuals, Sales, financial services, Investigations.

Description :

    1. Provided financial consultation regarding retirement planning, wealth preservation, asset management, lending services, and day-to-day banking.
    2. Developed new and existing relationships by navigating private clients through various financial services.
    3. Holded special designations in addition to primary role such as Manager on Duty: Supports management by organizing and leading weekly staff meetings to implement sales campaigns.
    4. Assisted in overseeing branch operations, audit preparation, anti-money laundering, risk management, and cash management.
    5. Addressed customer complaints and inquiries.
    6. Connected clients with payroll and HR management services through ADP partners.
    7. Adhered to all banking and FINRA regulations and provided an excellent customer experience.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Arts In English

Private Client Banker Resume

Summary : Consistent achievements as a top producer including increasing revenues, portfolios and profits through expertise in relationship building. Strategic planning, sales and marketing experience combined to deliver performance results. Licenses / Credentials: Series 6, Series 63, Life Insurance.

Skills : Communcation , Spanish Speaker, Microsoft Office.

Description :

    1. Consistented achievements as a top producer including increasing revenues, portfolios and profits through expertise in relationship building.
    2. Experienced Private Client Banker, JP Morgan Chase Bank, N.A, El Segundo,CA As a Private Client Banker I was responsible for managing full-service banking relationships, while delivering a superior service experience to an assigned portfolio of affluent clients.
    3. Pointed of contact, primary responsibility was to generate growth in the client's balances through suitable recommendations of products across business lines.
    4. Utilized a proactive and disciplined approach, I contributed to acquisition of new clients by actively soliciting referrals and developing internal and external sources.
    5. Ensured that each client's needs were met across the entire spectrum of financial solutions such as banking/deposit products, credit leverage, investments, financial management, retirement planning, trust and estate planning.
    6. Developed and achieved designated sales goals through strategic marketing plans, client prospecting and leverage of existing relationships.
    7. Devised frameworks and tailored solutions by managing customer portfolios, providing a broad base of suitable financial and credit solutions to current and prospective customers.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelors Of Arts In Communications

Private Client Banker/Officer Resume

Headline : Experienced financial operations professional with extensive communication skills. Over 8+ years in banking, investments, and financial services. Consistent leader in performance management.

Skills : Sales Banking Investments Mutual Funds Fixed Annuities.

Description :

    1. Responsible for $10 million USD portfolio in investments and deposit balances.
    2. Appointmented: AXA, Nationwide, TransAmerica, John Hancock.
    3. Extensived industry knowledge in checking & savings accounts, home mortgages, investment banking, and credit origination and servicing.
    4. Reporting for clients and account analysis using various reporting tools.
    5. Licensed to sell mutual funds, variable and fixed annuities.
    6. Builded and maintained strong relationships with new and existing clients.
    7. Adhered to all banking and FINRA regulations and provided an excellent customer experience.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors Of Arts