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Rbs Citizens Bank - Senior Banker Resume Example

James Miller
XXXX XXXXXXXXX XXXXXX, Philadelphia, PA 19126
Professional Summary
Dedicated and energetic Senior Banker with six years experience in Banking.  Result driven, goal oriented and strong organizational skills.  Areas of expertise include Customer satisfaction, Operations, Sales and Compliance. Acquiring a position with your company enables me to utilize my  skills and abilities to the fullest extent. 
  • Delivering exceptional Customer Service 
  • Upholding policy and regulation
  • Making decisions that impact company profitability
  • Active Listening
  • Strategically thinking
  • Organizational Skills
  • Negotiation Skills
  • Detail Oriented
  • Time Management
  • Strong leader in Sales
  • Offsite Banking Champion
  • Notary Public
  • Registered Mortgage Loan Officer
Senior Banker, Your Place Banking Champion Aug 2013Present RBS Citizens Bank Wynnewood, PA
  • Committing to and executing service of excellence 
  • Providing financial solutions for clients with liquid investable assets averaging $100,000-$2,000,000.00
  • Selling and closing over $2,000,000.00 in Home Lending Products
  • Establishing business and personal account relationships while cross-selling products to deepen customer relationships
  • Recommending appropriate cash management tools for business owners
  • Holding offsite financial literacy seminars with business owners and employees of the business
  • Referring to and scheduling appointments for Financial Consultants to meet with clients who have an investment need
  • Notarizing bank documents for customers
  • Fully assessing the customers finances and future needs to ultimately deliver the most suitable and financially sound solution for the customer and for the bank 
Personal Banker (Safe) Dec 2012Aug 2013 Wells Fargo Bank, N.A Norristown , PA
  • Closing Personal Loans, Lines of Credit, Home Equity Loans and Lines 
  • Submitting Credit Card Applications
  • Opening and managing deposit accounts for affluent customers 
  • Building new and maintaining existing customer-bank relationships
  • Identifying sales opportunities and cross selling banking products
  • Providing outstanding customer service and regularly exceeding 100% of goal
  • Opening portfolio management accounts for high value customers
  • Assessing customer needs to ensure that each customer is in the appropriate account
  • Booking personal insurance and initiating high value customer relationships with Wells Fargo Advisors and Private Banking
New Business Case Manager (Contracted) Apr 2012Nov 2012 Prudential Financial Dresher, PA
  • Completing rigorous training and being educated on all aspects of retirement products, group plans, trusts, custodial accounts (IRA, Roth IRA, 401(k), 403(b), SEP etc.) 
  •  Reviewing and processing cases for Edward Jones, MSSB, Wells Fargo, PRU Agents, and Independent Broker Dealers
  • Entering financial data
  • Verifying licensing and continuing education credits for Financial Advisors
  • Submitting requests for correction to any errors on annuity applications 
  •  Advancing commissions to Financial Advisors
  • Conducting conference calls between financial institutions and Financial Advisors to initiate fund liquidation
  • Allocating funds, scheduling dollar cost averaging and automatic rebalancing
  • Using IBM Lotus notes, price dating Annuity Contracts and closing outstanding contracts
Credit Account Manager Jul 2008Jan 2012 Bank of America Newark, DE
  • Managing 100+ unsecured credit accounts daily
  • Handling 100+ outbound and inbound calls daily 
  • Assisting customers and delivering one call resolution to cure delinquent credit accounts
  • Collecting on delinquent credit accounts and regularly exceeding monthly goals to recover revenue
  • Providing excellent customer service and strengthening existing customer-bank relationships
  • Data entry and retrieval via Loss Prevention Workstation, Microsoft Office, Mosaix, Sabur, Experian, Transunion and Equifax and Skiptracing tools  
  • Extensive training on FDCPA and banking policies and procedures
Bachelor of Science: Neuropsychology May 2009 The Pennsylvania State University University Park, PA Focusing on the neurological basis of the brain and how it influences and relates to human behavior
Community Service
  • Volunteer, The Samaritan Purse, Operation Christmas Child 
  • Member, Pennsylvania Association of Notaries
  • Registered Mortgage Loan officer (MLO) NMLS ID:1064016
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Resume Details

This is a real resume for a Senior Banker in Philadelphia, Pennsylvania with experience working for such companies as Rbs Citizens Bank, Wells Fargo Bank, Na. This is one of the hundreds of Senior Banker resumes available on our site for free. Use these resumes as templates to get help creating the best Senior Banker resume.

Previous Companies:

  • RBS Citizens Bank
  • Wells Fargo Bank
  • NA

Previous Job Positions:

  • Senior Banker
  • Your Place Banking Champion
  • Personal Banker
  • New Business Case Manager
  • Credit Account Manager


  • The Pennsylvania State University

Level of Education:

  • Bachelor of Science

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