personal banker resume objective 1134 elwood avenue chandler az 85202 480 2345342 youremailgmailcom professional experience resultsdriven leader 5 years experience high level business acumen highly productive record achieving set targets proactive establishing cooperative business climate across multiple departments levels seeking develop constructive client relationships achieve company names organizational goals personal banker bank america chandler az sep 2019present ascertain customers needs goals providing appropriate tailormade solutions offering guidance investment advice manage 60 new existing customers helping open customize new checking savings accounts refer clients inhouse financial experts necessary presenting financial products services existing prospective customers identify potential customers turn 80 prospects signed customers generating 1m annual revenue maintain knowledge understanding appropriate banking legislation regulations keeping uptodate market updates financial news provide best possible service personal banker wells fargo chicago az jun 2016aug 2019 reviewed power attorney documents trust accounts estate accounts administered retirement plans advised 30 customers explaining types financial services available educated investment options risks ensured firm tune recent trends systems managing various products observing market trends resulting expanding firms targets recording 15 increase revenue opportunities handled business credit requests 300k helped customers find lending opportunities education additional skills bachelor science business management honors summa cum laude 38540 university phoenix phoenix az expert microsoft office critical thinking skills attention detail account management training mentoring may 2016 customer relationship management software crm salesforce creatio microsoft dynamics 365