Account Officer Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Seeking an opportunity by filling an Account Officer position to help the right organization boost productivity and benefits.

Summary of Qualifications:

  • Vast experience of credit analysis related work in banking business
  • Sound knowledge of all commercial bank laws, bank products, services, policies and procedures
  • In-depth knowledge of accounting, credit, and lending principles
  • Deep understanding of wide range of Cash Management products
  • Amazing ability to quickly adapt changing business situations
  • Proficient with word processing and spreadsheet, and databases
  • Strong judgment and problem solving skills
  • Excellent verbal and written communication skills

Work Experience:

Account Officer, August 2005 – Present

People’s United Bank, Concord, CA

  • Developed credit applications, both for new, renewals and extensions.
  • Corresponded with customers and their various kinds of inquiries and requests.
  • Monitored credit, maintained and updated credit files and conducted covenants checks.
  • Gathered information related to customers’ business, industries and markets competitors.
  • Prepared regulatory examinations and internal/external audits.
  • Prepared credit documents, control sheet to individual credit facility, documents relating to non-credit business.
  • Instructed, supported and educated Account Analysts and Assistants.

Account Officer, May 2000 – July 2005

Houston Private Bank, Concord, CA

  • Analyzed client trends and issues, recommended solutions tailored to clients’ specific needs.
  • Identified cross-sell opportunities and forwarded to bankers and product partners in order to close and provide advice to the client.
  • Researched, analyzed and interpreted to resolve client inquiries and problems through effective interaction.
  • Managed client transactions timely and accurately as per existing policies and procedures.
  • Coordinated and followed client requests for products and services.


Bachelor’s Degree in Business Administration, Northwestern Oklahoma State University, Alva, OK