Personal Banker Resume Euless, TX - Hire IT People

SUMMARY

M.B.A. student with a record of success in finance and sales.
Analytical, resourceful, & detail-oriented with demonstrating the ability to solve problems by utilizing best practice & an array of software.
Strong work ethic; able to effectively multi-task and complete projects on-time.
Excellent communication, organizational and follow-up skills with proficiency in Gujarati.
Expertise in MS Office & financial research.

EXPERIENCE

Confidential, N.A., (Banking & Financial Services)Bedford, TX Bedford, TX
Personal Banker | Loan Officer Aug. 2011 - Present

Analyzing client brokerage portfolio and providing a clear understanding of products and practical solutions to accomplish client needs through data analysis and calculations.
Educating consumers regarding financial products and credit bureau reports.
Building relationships with various internal (private banking, insurance, credit, mortgage/home equity, auto Loan etc.) departments and external (banks, auto dealerships,) businesses to ensure quality loan processing.
Over $600,000 in just Home Equity (loans and Lines) opened in November - December of 2011
Performing various levels of fundverifications and approvals up to $75,000 to prevent fraud.
Attentive to all company confidentiality as well as state and federal regulations.
Effectively resolving customer issues to maintain high retention percentage.

Confidential, (Financial Services) Euless, TX
Financial Advisor Jan 2009 - Aug 2011

Creating new book of business by utilizing creative methods to generate growth and efficiency.
Meeting with clients to review and analyze information (data) of their financial situation and implementing a precise proposal though proper knowledge and calculations.
Using analytical skills to illustrate reports and concepts within MSExcel spreadsheets.
Engaging with clients and partner brokering offices regarding equity markets, fixed income markets, and economic conditions.

EDUCATION

LEADERSHIP & ACTIVITIES

Delta Sigma Pi Co-ed Business Fraternity; | Vice President of Finance (Fall 2010)
UTA Finance Society; | Vice President & Founder (Spring 2010)
Gujarati Cultural Society; | Master of Ceremony (Fall 2006)

LICENSES & CERTIFICATIONS