Maxine Curry
The Big Peg
120 Vyse Street
Birmingham B18 6NF
T: 0044 121 638 0026


Maxine wants more than just a job, she wants to make a difference. She strives to make each customer interaction the best experience of their day. When people pay a visit to her bank, she wants them to leave with just one impression, that it’s a great bank to be with. At the moment she works for ……….. where she leverages her exceptional people skills to engage closely with new and existing customers, so as to firstly understand their financial needs, and secondly recommend appropriate banking products to them. In her role she assesses and attends to customers’ banking needs by obtaining their account information and then looking after them. Right now, she is looking for an exciting opportunity to strengthen her financial knowledge and customer service skills as part of a supportive, branch-based team.


PERSONAL BANKER – Start Date – Present
Employers name – Location
Responsible for providing solutions to customers that will strengthen their financial futures.


  • Acting as a guide by pointing customers to the right product or to a colleague with the expert knowledge to help them further.
  • Welcoming customers warmly when they enter the bank, and if known then calling them by their name.
  • Creating profitable client relationships for the bank through the sale of deposit, loan and investment products.
  • Selling traditional bank products to customers from all social backgrounds.
  • Identifying new prospects and cross-selling opportunities with current clients.
  • Participating in banking projects, campaigns and assignments as requested.
  • Going above and beyond for customers to strengthen and retain long term relationships with them.
  • Helping customers to understand their spending and saving needs.
  • Resolving complex client service issues.
  • Providing financial solutions to clients to help them achieve their goals.
  • Showing clients how to open new bank accounts, and if necessary guiding them through the process.
  • Providing access and servicing to safe deposit box customers.
  • Evaluating customer requests for service charge refunds.

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

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



  • Experience of dealing with professional businesspeople, entrepreneurs and investors.
  • An ability to prioritise work to maximise every minute of the day.
  • Thinking creatively to solve problems.
  • Communicating face to face and on the phone with clients.
  • Experience of selling securities, commodities, and financial services.
  • Committed to keeping abreast of changes.
  • Ability to research and secure new business opportunities.
  • Mathematical aptitude and superb problem solving skills.


  • My highest priority is to ensure customers are extremely satisfied with every interaction they have with the bank.
  • Ability to thrive in a busy, customer orientated environment where targets have to be met.


Integrated sales
Credit strategies
Sales plans


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


Available on request.



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