My Name

Address
Address

Cell: 555-555-5555
myname@gmail.com

PERSONAL BANKER
Customer and results focused personal banker with over 3 years banking industry
experience, solid background in relationship management, sales, customer services,
prospecting, audit and compliance. Consistently meeting and exceeding management set
targets through exceptional customer service and cross sales skills.

Banking Experience:
Customer Service Officer | RBS, Dublin, Ireland | April 2014 Present
7th Largest Bank in the European Union in terms of total assets
Manage and maintain a portfolio of clients with a net worth of up to 500,000
Generate income via telephone prospecting; consistently exceeding branch target by
over 20%
Branch liaison with Financial Planner working together to generate income
Network with businesses in the community to generate loans, mortgages etc.
Manage and resolve any complaints or errors made by staff in branch within 24 hours
Responsible for balancing branch vault, ATMs and general ledger
Personal Banker | Barclays, Aberdeen, UK | April 2013 April 2014
5th Largest Bank in the European Union in terms of total assets
Exceeded regional targets by selling and recommending Insurances, Loans & Credit
Cards
Consistently top performing branch within the region in terms of income & Customer
Satisfaction
Grew client base through telephone prospecting & social events within the community
Encouraged tellers to refer potential business and leads, regularly leading morning
team meetings
Offered a full financial review to existing and new clients, cross selling financial
solutions
Referred clients to Mortgage and Investment specialists, exceeding annual target by
10%
Customer Adviser | SBS, Aberdeen, UK | March 2012 April 2013
Small nationwide Building Society/Credit Union
Sold credit Suisse investment products, only eligible seller in branch; consistently top
seller in region
Appointed regional representative; quarterly meetings with HO to provide feedback
Internal promotion within 6 months resulting in the ability to open savings accounts
Process customers cash and checks using branch based till system
Cash counting, handling and remitting experience. Key Holder; opened and closed
branch
Cross sold and referred customers to mortgage advisers and investment specialists
June 2009 April 2013 Working in Retail Stores and Bars (Details available upon
request)

Education:
Senior College Dun Laoghaire | Dublin, Ireland | August 2008 June 2009
This is a well-respected community college in Ireland where I studied information
technology,
Qualifications Gained: FETAC diploma In IT (Irish equivalent to an Associates Degree)

Skills Gained: Invaluable Social Skills, Computer Programming, Business and

Entrepreneurial Skills
East Glendalough School | Wicklow, Ireland | August 2002 June 2008
This is equivalent to High School in the United States; I completed my Leaving Certificate
which would be equivalent to a High School Diploma, subjects included: Maths, English,
History, Chemistry, Biology and Geography