yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

objective

driven leader eager to contribute banking expertise, financial planning, administrative, sales, business development, marketing, relationship building, communications and customer relations skills in a challenging banking wealth management assignment.

career profile

ø  b.s., banking and finance.

ø  financial planning certification.

ø  upcoming cfp.

ø  over 14 years of financial services experience with a national leader.

ø  knowledgeable in diverse management and staff supervisory functions.

ø  contributor in critical process improvement.

ø  expertise in servicing high net worth individuals.

ø  comprehensive understanding of business and operations management.

ø  record of promotion to positions of increasing responsibility and authority.

ø  provide effective support to executive management.

ø  adept in relationship development and facilitating repeat business.

ø  proven accomplishments in coordination, strategic planning, and project management.

ø  strength in use of ms office suite and other advanced business software applications.

ø  notable coordinator and facilitator.

ø  outstanding capacity in customer service.

ø  highly motivated self-starter.

ø  well-organized multi-tasker with strong detail orientation.

professional experience

bank of america, san francisco, ca                                                                                         1994 - present

banking center manager (2005-present)

         promoted to oversee wide-ranging banking functions in high volume center.

         provide leadership and direction to banking center staff.

         focus on delivery of wealth management services to high net worth individuals.

         develop and implement marketing and business development strategies.

         met/exceed revenue and profitability goals on a consistent basis.

         recruit, train and mentor personnel.

         achieve compliance with all banking regulations.

         oversee all operations management functions.

         plan and implement staffing strategies to achieve necessary personnel levels.

         ensure staff individuals attain needed skill sets to meet organizational requirements. 

         originate and distribute standardized reports on an accurate and timely basis.

         facilitate strategic planning procedures/methodologies.

         evaluate customer credit profiles.

         assess risk pertaining to key business decisions.

         hold authority to approve/deny loans.

  successfully establish positive, long-term advisory relationships with clients.

earlier background

prior to 2005, served bank of america as a personal banker. in this assignment, developed outstanding banking, wealth management, financial service operations and customer service skill sets. 

education

san francisco state university

bachelor of science, banking and finance, 2001

certification in financial planning, 2008

 

yyyyyy x. yyyyyy                                                            0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

 

 

 

cover letter text

 

date

 

 

 

hiring agent name

title

company name

address

city, state   zip code

 

dear                   :

 

i am currently seeking a challenging career opportunity in a banking wealth management capacity and am submitting my resume for your review.  in advance, i thank you for your time and consideration.

 

as demonstrated in the accompanying resume, my professional qualifications include a b.s., banking and finance, a financial planning certification and over 14 years of progressively responsible assignments with bank of america.  to complement this background, i possess demonstrated expertise in providing service to high net worth individuals, customer service, relationship building and staff supervision as well as strong analytical, problem-solving and managerial capabilities.  as an employee, you will find me to be an enthusiastic and disciplined 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 firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.

 

 

 

 

sincerely,

 

 

yyyyyy x. yyyyyy

 

 

 

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