Resume Templates: Chase Personal Banker

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Resume Templates: Chase Personal Banker


Warner Phillips
100 Broadway Lane
New Parkland, CA, 91010
Cell: (555) 987-1234 example-email@example.com

Summary

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.

Highlights

  • 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.

Education

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

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