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The sample below is for a Financial Banking Wealth Management CV Resume Sample. This resume CV was written by a ResumeMyCareer professional CV resume writer, and demonstrates how a CV resume for an Executive Management CV Resume Sample should properly be created. Our Certified Professional CV Resume Writers can assist you in creating a professional document for the job or industry of your choice.

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Financial Banking │ Wealth Management

SERVICE | LEADERSHIP | INTEGRITY

 Multi-faceted, knowledgeable, and savvy Financial Banking professional with extraordinary track record of developing customer-centric Wealth Management initiatives, budget management, development and implementation of strategic banking management initiatives, eager to contribute advanced business acumen, financial expertise, industry knowledge, and technology savvy initiatives toward optimizing the goals of a world-class banking organization in a Financial Banking role.
 Decisive and straightforward with demonstrated skill set to develop presentations and documentation that address business needs, implement cutting-edge cost containment improvements, and strategically drive support initiatives for clear and concise business operations. Solid capability to immediately gain the trust and cooperation from peers, executive leaders and clients that positively impacts business performance. Dedicated to maintaining a reputation built on quality, service, and uncompromising ethics.

RELEVANT EXPERIENCE
 Innovative and savvy Private Banker that established and managed full-service banking relationships for high net-worth clients.
 Develop compelling and innovative customized wealth management products and services that include Banking, Investments, Credit (commercial real estate and secured and unsecured consumer lending), Financial Planning, Insurance Services, Business Succession Planning, Titling of Assets and other available banking services based on clients’ unique personal/business goals and objectives.
 As a Regional Private Banker provided full-service banking to high value clients, and consulted with customers regarding personal financial needs, recommended products, solutions, and financial services to meet those needs.
 Successful Service Manager that oversaw teller services that ensured prompt and efficient transaction processing and generation of sales through quality referrals and up-sales of existing banking services and products.
 Provided superior customer service and support that garnered customer loyalty and outstanding referrals.

WORK HISTORY
Wealth Manager – Wells Fargo Wealth Management, Newport Beach, CA 2009 – Present
Private Banker – Wells Fargo Regional Private Banking, Laguna Beach, CA 2002 – 2009
Regional Private Banker – Wells Fargo Premier Banking, Laguna Beach, CA 1995 – 2002
Service Manager – Wells Fargo Bank, Laguna Beach, CA 1989 – 1995

EDUCATION/ CERTIFICATIONS / AFFILIATIONS
B.S., Degree – Kabul University

Certifications:
Commercial Real Estate Lending Certification
Series 7, 66 and Life Agent (CA)

Affiliations:
Personal Financial Planning (PFP) 2002

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