Private Banker Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Seeking employment as Private Banker in a reputed firm where I can apply my knowledge and experience in banking to the fullest.

Highlights of Qualifications:

  • Exceptional experience in selling various products and services of banks to clients
  • Immense knowledge of credit products and consumer deposits
  • Admirable knowledge of macro and micro economic issues
  • Sound knowledge of borrowing and non borrowing bank products
  • Familiarity with all banking products, lending products and policies
  • Proficient with Microsoft Office software
  • Ability to evaluate financial data for clients
  • Ability to communicate with all internal staff members and external clients
  • Ability to resolve issues efficient for private bankers
  • Ability to understand and assess clients’ needs

Professional Experience:

Private Banker

Associated Bank, New York, NY

August 2007 – Present

  • Developed strategies to ensure asset growth for private banks through personal contacts.
  • Utilized all bank resources to strengthen present client base and gain customers.
  • Analyzed client requirement and referred to appropriate department for assistance.
  • Administered cross selling of all bank products and services.
  • Established appropriate bank product and services as per individual financial requirement.
  • Maintained efficient relationship with existing client base to facilitate increase in revenue.
  • Maintained record of all loan and deposit portfolios as per business line.
  • Participated in various community activities to maintain image in marketplace.

Private Banker

Fifth Third Bank, New York, NY

May 2004 – July 2007

  • Maintained professional banking relationship with all affluent banking customers.
  • Coordinated with customers to analyze their financial requirements and made recommendations.
  • Developed loan packages for credit evaluation and underwriting processes.
  • Analyzed all changing requirements of clients and recommended appropriate bank products.
  • Maintained and strengthened customer base to serve present clients in private bank portfolio.
  • Facilitated regular communication with external resources to develop new businesses.
  • Maintained knowledge of market conditions at all times.
  • Obtained various referrals from clients and internal business partners.


Bachelor’s Degree in Finance

Holy Names University, Oakland, CA