Banking Assistant Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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To obtain a Banking Assistant position in a growth-oriented company where I can utilize my administrative skills and acquire new abilities.

Summary of Skills:

  • Huge experience in banking-related compliance issues
  • Solid understanding of loan documentation – preparation, review, closing and funding.
  • Strong computer skills including MS applications
  • Exceptional client servicing along with excellent phone skills
  • Good problem solving and independent decision-making skills
  • Excellent inter-personal, written and verbal communication skills

Work Experience:

Banking Assistant

Bank Leumi, San Francisco, CA

August 2005 to till date

  • Provided direct client service to Private Banking clients.
  • Assisted in providing administrative support to Private Banking team.
  • Processed account opening for both Banking and Investment accounts.
  • Maintained records and reports.

Banking Assistant

JPMorgan Chase, San Francisco, CA

May 2000 to July 2005

  • Provided proactive support to services which had existing client relationships.
  • Handled client transactions.
  • Resolved routine and complex client inquiries and service issues.
  • Gathered and inputted information related to client lending.


Bachelor’s Degree in Accounting

Duke University, Durham, NC