Citibank Personal Banker Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

To obtain the position of Personal Banker with Citibank.

Highlights of Qualifications:

  • Admirable experience in processing accounts for consumers and managing online banking system
  • Sound knowledge of developing professional relations as personal banker
  • Profound knowledge of various investment products
  • Immense knowledge of customer service processes and regulations
  • Familiarity with federal and State banking regulations
  • Proficient with basic office equipment and MS office applications
  • Ability to coordinate with clients to explain bank technologies
  • Ability to design innovative solutions for issues
  • Ability to develop and implement sales plans
  • Ability to implement various financial and business strategies
  • Strong selling, cross-selling and referral skills

Professional Experience:

Citibank Personal Banker

Citibank, Metropolis, IL

August 2007 – Present

  • Identified prospective customers for Citibank and participated in cross selling activities.
  • Coordinated with prospective customers and analyzed individual requirements.
  • Developed strategies for outbound sales and facilitated growth of business.
  • Designed and implemented sales and credit strategies as per branch business strategies.
  • Organized regular meetings with segment partners to evaluate all objects.
  • Assisted clients to efficiently resolve any issues in transactions.
  • Scheduled periodic meetings and provided information for all client transactions.
  • Participated in branch events and invited all clients and prospective clients to it.

Citibank Personal Banker

Sterling Bank, Metropolis, IL

May 2004 – July 2007

  • Provided assistance to customers to select appropriate investment and insurance product.
  • Ensured compliance to all Citibank policies and procedures in all transactions.
  • Analyzed customer requirements and recommended appropriate products as per satisfaction.
  • Developed and implemented an individual sales plan for every customer.
  • Utilized various bank financial tools for smooth sales processes.
  • Provided all existing and prospective customers optimal Citibank services.
  • Participate in various meetings to resolve all customer issues efficiently.
  • Maintained knowledge of all local and state regulations in United States.


Bachelor’s Degree in Banking and Finance

Western Carolina University, Cullowhee, NC