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Private Client Banker Resume

Dallas, TexaS



Private Client Banker, Dallas, Texas


  • Sales position, Responsible for a book of business, building client relationships, customer service to households with assets over $250,000. Formal Credit Training, Small Business Training, Licensed Banker.
  • Learning French using online course

Confidential, Fort Worth, Texas

Financial Advisor


  • Sales position, Managing 16+ million in assets and an office, business development, client relations, investments and insurance
  • Managing Profit and Loss, CDD, Sales Data and Forecasting
  • Heavy utilization of Social Media for business generation and leads, LinkedIn and Facebook
  • Series 7 and 66, Texas Life Insurance License
  • Recruiting Team Member, utilizing social media contacts - 4,500+ contacts on LinkedIn
  • Manage one direct report

Confidential, Dallas, Texas

Business Support Manager


  • Project Management, monthly relationship risk tracking, monthly snapshot/dashboard summary of flows, pipeline, AUM and financials for the division, weekly account flow reporting for the division, creation of various reports to assess areas of risk to the bank and special projects for Division Executives to manage data and intelligence
  • Division consultant and subject-matter expert for Market Leaders and Associates with the At Risk Relationship Management in their regions and associate books of business
  • Division manager and subject-matter expert for associate client transfers, relationship movement risk assessment, Confidential reporting, tracking and reporting to mitigate client impact utilizing collaboration with Market Leaders and internal teams. Analyzed data to determine client retention results and areas for process improvement
  • Preparation of monthly division snapshot business reporting for sales, pipeline, revenue, loss and financials utilizing partnering skills with the internal sales and finance teams
  • The preparation and coordination of the Quarterly Business reports and meetings for five regional markets and the division to develop an understanding of customer, employee and market dynamics
  • Tracking, managing and oversight of litigation and loss expenses to maintain budget and reduce costs
  • Approvals for Associate Sales Expenses for the Division
  • Advanced Excel skills that include V-look up, Pivot Tables and Dynamic Charting. Advanced PowerPoint and Word, Access, WebEx, LiveMeeting, CRM, COGNOS and advanced skills with databases.
  • Supported Senior Trust Officer with approximately $272 million in assets under management
  • Responsible for day to day client facing administrative operations and relationship management and consulting
  • Reviewed Trust Documents, Wills, Tax and other Estate Documentation to ensure fiduciary duty along with meeting the complex needs of the client
  • Responsible for Confidential reporting for all clients in book of business, CDD, On-boarding systems, EDD, research, writing, documenting approvals and associated follow up. Researching the sources of funds directly with clients or utilizing other sources.
  • Utilized cross-functional teams such as legal, risk management and the tax department to complete Administrative Reviews, UPIA Reviews, Prepared Discretionary Request analysis and maintained responsibility throughout the approval processes, tracked sales updates and New Account Opening activities
  • Mined documents for opportunities
  • Advised clients about their yearly distribution and processed renewals
  • Worked with Portfolio Managers to determine longevity of the assets and advised clients as to their options
  • Successfully and smoothly administered Senior Trust Officers Book while she was on disability
  • Confidential “Gold Award” in 2012 for proactive administration and consistent superior customer service
  • Served as Subject Matter Expert in coordinating the teams monthly UPIA assignments, GST and Unitrust recalculations
  • Developed and delivered training for a structured Daily Work Flow process for Trust Administrative Officers in the Regional Office

Confidential, Lewisville, Texas



  • Project based collaborative learning, Certified Teacher
  • Teach 7th Grade English, awarded Model Classroom Technology grant, 2007
  • Innovative project based curriculum that encompassed technology
  • Mentor Teacher
  • Proficient in Moodle, Dreamweaver, Fireworks, Microsoft Products, SmartBoard and other software
  • 93% of all my 7th Grade Students passed the English TAKS test for ten consecutive year.
  • Consultant with the Dallas Museum of Art Teacher Connect Program

Confidential, California

Administrative Assistant to the Controller


  • Startup, Customer Service, Software Product Testing, Proofreading, General Office administration and record keeping
  • Video Conferencing with Chinese parent company executives
  • Microsoft, Excel, Lotus and other assorted software

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