Banking Consultant Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Seeking a challenging position of Banking Consultant position in a reputed organization to utilize my experience and my knowledge to benefit the organization.

Work Experience:

Banking Consultant, August 2005 – Present

Fiserv, Cypress, CA

  • Provided insight and guidance to help clients depict their target banking and lending business.
  • Designed and developed solutions and structured programs.
  • Sourced and coordinated work from other internal workforces.
  • Managed risks associated with delivery from multiple locations.
  • Planned, analyzed, tested, designed and implemented new business solutions.

Banking Consultant, May 2000 – July 2005

BT Financial Group, Cypress, CA

  • Developed and maintained relationships with clients.
  • Developed and delivered proposals and presentations to clients.
  • Completed analytical projects, creatively, accurately and consistently gathered data from clients and analyzed reliable source research data.
  • Completed and accomplished OJT rotational assignments to ensure breadth of experience is attained and attended internal and external training to enhance general knowledge base.
  • Supported the growth of tenders and other promotion materials.

Summary of Qualifications:

  • Proven experience in consulting within the financial and banking services sector
  • Good understanding of the operations and regulations of a banking enterprise
  • Familiarity with deposits, time deposits, consumer lending, and payments systems
  • Huge knowledge of improving performance of core banking functions and customer interaction
  • Skilled in improving the effectiveness and efficiency of business operations
  • Proficient in Microsoft Office Excel, Word, Project, Access and PowerPoint
  • Profound knowledge of banking systems including back office, teller and batch processing
  • Excellent writing, editing, communications, presentation and interpersonal skills
  • Strong work ethic and team player with excellent selling and negotiation skills


Bachelor of Science in Finance, Northern Kentucky University, Kentucky, KY