Resume Templates: Chase Personal Banker


Resume Templates: Chase Personal Banker

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Warner Phillips

100 Broadway Lane

New Parkland, CA, 91010

Cell: (555) 987-1234


Responsible, trustworthy Chase Personal Banker with extensive experience working with customers with extensive financial resources. Tenaciously committed to maintaining privacy of private bank patrons. Adept at multi-tasking and meeting deadlines established by bank patrons as well as regulatory authorities.


  • Command of banking regulations

  • Proactive problem solver

  • Detailed oriented

  • Effective written and oral communicator

  • Client focused

  • Enthusiastic team player

Work Experience

March 2011 to October 2012 Chase Bank—New Cityland, CA Chase Personal Banker

  • Assigned to assist personal banking clients with larger portfolios in meeting their individualized banking needs, goals and objectives.

  • Increased value of investment portfolios of assigned customers an average of 12% per annum.

  • Named employee of the year twice during tenure with the private banking department.

  • Trained new staff members upon hiring with the personal banking department.

October 2012 to January 2014 Chase Bank—New Orleans, LA Chase Personal Banker

  • Provided one on one personal banking services to small business owners looking for effective means of planning and investing for retirement.

  • Conducted seminars for people planning for retirement.

  • Oversaw initial intake of new customers in the personal banking department.

  • Coordinated customer investment with other departments at bank and with other financial services and investment firms.

January 2014 to Present Chase Private Bank—Palm Beach, FL Senior Claims Adjuster

  • Oversaw personal banking services for affluent senior citizens residing in South Florida, including seasonal residents.

  • Developed specialized informational resources for senior customers interested in maintaining or increasing the return on their banked funds.

  • Presented seminars for senior citizens and their families in Palm Beach and elsewhere in South Florida.

  • Trained new hires at this stand alone private bank.


2009 University of California, New Cityland, CA Bachelor of Arts, Business Administration