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The sample below is for a Professional Retail Banking Management Resume Sample. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Professional Retail Banking Management Resume Sample should properly be created. Our Certified Professional Resume Writers can assist you in creating a professional document for the job or industry of your choice. A professional resume writing service can significantly increase your changes of securing employment in a quick time manner.

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RETAIL BANKING MANAGEMENT

Accomplished and dynamic professional, consistently recognized for effective operations and client relationship management and ability to develop sales and marketing strategies, delivering profitable solutions to attract and maintain accounts and customers, and propel company growth. A highly dedicated individual and a proven leader with documented success in progressively dynamic and challenging positions, with working knowledge of the principles and techniques of effective supervision and training. Self-motivated and efficient with a valuable track record in business development and account management strategies, with proven ability to work effectively in busy environments with positive results. Proactive with excellent interpersonal and communication skills, experienced in working with different personalities including clients and vendors as well as working on own initiative.
Core Competencies
Account Management • Organizational Leadership • Sales & Marketing • Customer Service • Strategic Planning & Implementation • Negotiation & Representation Skills • Staff Management • Business Development

PROFESSIONAL EXPERIENCE
Sovereign Bank start-end-date
Financial Specialist
Assessed clients’ financial situation to determine the need of financial services. Recommended both short-term and long-term investment options for clients. Developed corrective financial action plans. Prepared budget and cost reports for management. Analyzed and reported variances for projects. Assisted with financial compliance and procedural audits.
KeyHighlights:
• Increased membership in premier portfolio by 20 % annually and portfolio mortgage/refi sales by 112%.
• Exceeded investment sales quarter to quarter with 7% increase each quarter.

HSBC Bank N.A., Bronx • NY 6/2010 – 3/2011
Premier Relationship Manager (VP)
Managed 486 Premier Clients with high yield profit and growth potential for two branch locations. Collaborated with Financial Advisors, Insurance Sales Officers and Mortgage partners to develop client relationships and branch profitability. Planned daily activities to contact, solicit, sell and service premier customers across multiple branches. Mentored team members, utilized cross-selling opportunities across various customer service segments.
KeyHighlight:
• Awarded Best in Quest-Bronx District for 2010 summer campaign for achieving 259.09 % of target

Premier Relationship Manager (AVP) 2008 – 6/2010
Utilized customer relationship management system to create sales opportunities within a full range of consumer and commercial financial products to premier customers. Served as Officer in Charge during senior management transition to continue daily productivity within the branch.
KeyHighlight:
• Increased financial book of business to 47%, utilizing various investment and insurance products.

JP Morgan Chase, Bronx • NY 2006 – 2007
Personal Banker
Profiled and evaluated customer needs using knowledge of Chase Financial Products and Services, Recommended and offered appropriate banking products and services. Partnered with Retail Lending, Small Business, Investments (annuities, IRA’s, money management accounts), and other Line of Credit products to maximize profitability of both the clients and bank.
KeyHighlight:
• Achieved all month end sales quotas and outperformed expectations resulting in a 10% increase in business.
• Small business champion with most business accounts opened and exceeded 150% on monthly incentive plan.

OTHER EXPERIENCES (1998 – 2006)
New York Life Insurance Co., Manhattan • NY Financial Services Representative 2004 – 2006
United States Marine Corps, Brooklyn • NY Sergeant 1998 – 2006

EDUCATION AND CREDENTIALS
Bachelor of Arts in Economics, 2003
University at Albany, Albany, NY

CERTIFICATIONS
Certificate in Financial Planning (CFP) | Fundamentals of Financial Planning | Financial Planning Process and Insurance | Investment Planning | Income Tax, 2009-Current
New York University, New York, NY

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