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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

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skilled professional eager to contribute financial expertise as well as strong banking skills and leadership talents toward actively supporting an organization in maximizing performance.




respected banking manager with a distinguished career leading banking and client service operations. top-performer with track record of consistently meeting or exceeding sales goals and customer expectations. consistent achievements as a top producer, increasing revenues, portfolios and profits through expertise in business development, relationship building, exceptional service follow up. strategic planning, sales and marketing experience combine with qualifications in staff development, coaching and management to drive and deliver performance results. extensive expertise in client needs analysis with a consultative approach to customer service operations. skilled at educating customers on banking products and recommending best options that meet their short-term and long-term needs. licenses include: nasd series 6, 7, and 63.


professional experience


avp/client relationship officer citi private bank                                                                           2007-2010

  • strategically designed and implement an innovative wealth management strategy effectively deepening relationships with both new and existing high-netting clients.
  • actively collaborate with the investment finance group in the development of both secured and unsecured credit structures to meet clients borrowing needs.
  • consistently provide individualized advice to clients on methods of protecting portfolio/interest rate risk by working with capital markets desk to implement various hedging strategies.
  • skillfully manage clients investment objectives and risk tolerance through the collaboration with analyst team and the leveraging investment lab resources.
  • utilize advanced knowledge of investment product providers, offerings and market views to provide exceptional client services through a whole net worth approach.


business banking officer citibank na                                                                                             2005-2007

  • applied in depth knowledge of business credit processes and portfolio management in handling citibank business clients portfolios.
  • facilitate productive communication with new and existing business clients, effectively generating revenue through cross-selling and up-selling banking solutions.


assistant branch manager/financial consultant citizens financial group                                     2001-2005

  • sharp business acumen and experienced in managing broad scope of operations, from developing branches retail and commercial loan pipeline to managing franchise community visibility and supervising branch staff.
  • consistently exceeded quarterly sales goals established by management, effectively generating high volume growth and revenue.
  • contribute proactive planning, developing, and implementing of sales campaigns and marketing promotions to expand utilization of bank s products and services.


professional education


m.b.a. in finance hofstra university; frank g. zarb school of business                               2006-present


bachelor of arts state university of new york at albany                                                             1995-1999


nasd series 6,7, & 63 licenses

licensed in life and accident & health

new york state notary public licensed



yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

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hiring agent name


company name


city/state/zip code




i am currently seeking a challenging career opportunity in a [insert job title] capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.


as demonstrated in the accompanying resume, my professional qualifications include experience in business banking, financial consultation and client relationships. an examination of my credentials will confirm that i am a skilled professional who thrives in a challenging work environment. i am driven, independently motivated, and results-oriented. i enjoy a challenge and work hard to achieve success. it is my practice to operate within a strict conduct of professionalism and integrity with my clientele. to complement this background, i offer dynamic communication, presentation, organization, and relationship management skills.


as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your company, and look forward to interviewing with you in the near future.








yyyyyy x. yyyyyy

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