Maxine Curry
Dayjob Limited
The Big Peg
120 Vyse Street
Birmingham B18 6NF
England
T: 0044 121 638 0026
E: info@dayjob.com

PERSONAL SUMMARY

A passionate financial expert who can make banking simple, personal and fair. Maxine is an expert at firstly helping customers to understand the different ways in which they can bank with her, and secondly at showing them the wide range of services she can offer them. She is someone who thrives on delivering fantastic customer service and whose goal is to become one of the best personal bankers around. As a true professional she puts the customer at the heart of everything she does, and always aims to get it right first time every time. Right now she would like to join a company that has a supportive and collaborative environment and which can offer her fantastic future career opportunities.

CAREER HISTORY

PERSONAL BANKER – Start Date – Present
Employers name – Location
Responsible for helping clients to manage their money by reducing risk and maximising returns.

Duties;

  • Helping and advising people on their personal banking needs.
  • Using innovative digital tools and technologies to create the banking service that customers want.
  • Providing authoritative advice and guidance to customers on all banking matters.
  • Being the first point of contact for customers who visit the bank.
  • Using fact finding tools in order to gather information and to ensure the creditworthiness of customers asking for loans or mortgages.
  • Dealing with day to day banking enquiries from customers on the range of products and services.
  • Listening to the customer’s needs.
  • Offering clients a straight forward bespoke financial services.
  • Identifying ways in which to enhance an individual’s banking experience.
  • Building meaningful relationships with customers.
  • Only selling to customers the most appropriate solutions that meet their precise needs.
  • Identifying sales opportunities and generating leads.
  • Entering information onto customer databases.
  • Maximising any cross selling opportunities.
  • Delivering a first class service to both new and existing clients.
  • Attending business development and networking events.

JOB TITLE – Start Date – End Date
Employers name – Location

JOB TITLE – Start Date – End Date
Employers name – Location

KEY SKILLS AND COMPETENCIES

Professional

  • Looking at a situation from different angles to come up with the best solution.
  • Can quickly get to know a banks full range of products and services.
  • Adding value to every conversation I have with a customer.
  • Possess the drive and determination needed to continuously improve customer service.
  • Ability to work well as part of a high-performing team.
  • Can work in a fast paced and target driven environment.

Personal

  • Being willing to take on the unknown.
  • Sociable by nature and able to start casual conversations with people I have just met.

AREAS OF EXPERTISE

Customer service
Banking products
Processing remittances

ACADEMIC QUALIFICATIONS

University name  –  Degree details               Study Dates
College name      –  Qualifications                Study Dates
School name       –  Subjects / Grades          Study Dates

REFERENCES

Available on request.

 


 

More Personal Banker examples
Personal Banker resume template 1
Personal Banker resume template 2
Personal Banker resume template 3

Matching cover letters
Personal Banker cover letter example
Personal Banker cover letter example 1
Personal Banker cover letter example 2

Related Banking links
Banking CV template
Bank Manager CV template
Bank Cashier CV sample
Bank Teller resume
Financial Advisor CV template
Graduate Financial Advisor CV
Investment Analyst CV template
Investment Banking CV template

Related links
Investment Banking courses

More examples
Resume templates

Bank Manager cover letter examples
Bank Manager cover letter 1
Bank Manager cover letter 2
Bank Manager cover letter 3

Related links:

Bank manager cover letter

Bank cashier cover letter

Bank cashier letter of enquiry

CV template examples

Financial CV template samples