Resume Samples, Examples, Templates
General Banking Resume Sample
Securities, commodities, and financial services sales agents, who make up the majority of sales positions in banks, sell banking and investing services. They contact potential customers to explain their services and to ascertain the customer’s banking and other financial needs. They also may discuss services, such as deposit accounts, lines of credit, sales or inventory financing, certificates of deposit, cash management, stock investments, or investment services. These sales agents also solicit businesses to participate in consumer credit card programs. At most small and medium-size banks, however, branch managers and commercial loan officers are responsible for marketing the bank’s financial services. This has become a more important task in recent years.
Available in Microsoft Word (.doc) format below.
Theresa M. Rodriguez
1918 Chelsea Avenue 508-396-6632
Framingham, MA, 01702 tmrodriguez@earthmax.com
EDUCATION
Masters of Business Administration
International Business and Administration, Framingham State University, Framingham, MA May 2005
Bachelor of Business Administration
Finance, Amherst College, Amherst, MA May 2000
EMPLOYMENT OVERVIEW
Banking Industry Experience
Head, Settlements
Foreign Exchange Division, 1Capital Bank, Framingham, MA June 2003 – August 2005
Supervised business operations for fifty support staff. Recruited, trained, supervised and rewarded management staff. Reduced staff turnover by 50%. Planned and implemented training, development and performance evaluation programs. Managed the enhancement of the financial reporting system. Maximized return on investment by monitoring P&L, Budget Management and Business Valuations.
Retail Banking Officer
Retail Services Branch, 1Capital Bank, Amherst, MA August 2002 – May 2003
Supervised twenty-seven staff in the retail services division of the branch. Recruited, trained, and monitored staff. Conducted development workshops for new and existing hires. Conducted annual performance evaluations. Processed and approved personal loans.
Loans Officer
Head Office, 1Capital Bank, Amherst, MA March 2002 – July 2002
Trained in commercial banking & customer service. Conducted credit analysis of corporate accounts and processed import/export documents. Prepared credit proposals for analysis and analyzed annual credit reviews. Managed documentations and legal certifications.
Credit Officer
Framingham Union Bank, Framingham, MA August 2000 – March 2002
Prepared financial proposals and documented credit reviews. Monitored bank’s brand exposure, risks and debt-equity swaps.
Other Experience
Director of Special Projects
Hoult-Resdain Associates, Amherst, MA September 2005 – Present
Managed international joint venture projects. Developed long term relationships with clients. Prepared promotional and information packages for customers and clients. Handled marketing of special projects. Supervised staff of thirty for various joint venture projects.
EXTRA-CURRICULAR ACTIVITIES
President, Framingham State University Students Association
Member of Amherst Economic Development Alliances
Member of Amherst Better Business Bureau
Serve on the Executive of Framingham Finance Club
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Written by: Resume Sample Resource
Filed Under: Accounting Resumes, Business Resumes