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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Tel: (xxx-xxx-xxxx


Senior-Level Banking Industry Executive eager to contribute significant client management, team leadership, and analytical expertise toward supporting a dynamic employer in optimizing bottom-line performance.


Qualifications Profile


         Foster strong client relationships to maximize satisfaction, retention, referrals and repeat business.

         Proficiency in goal setting, competitive intelligence, and forecasting, and strategic planning.

         Merge training, team-building, and communication skills to develop, inspire, direct, and mentor peak-performing employees and management.

         Excellent reputation for integrity, incisiveness, decision-making skills, longevity, and versatility.

         Able to effectively scrutinize and evaluate opportunities for profitability and financial risk.


Professional Experience


Bank Of America, Yorba Linda, CA, 1988 to 2009

Vice-President of Premier Banking

         Spearheaded Premier Banking division operations by effectively managing client base comprised of 350 households and representing $60M in assets.

         Consistently met and exceeded customer retention and business development goals and targets.

         Leveraged outstanding consultative expertise to partner with clients in analyzing financial situation and goals to devise strategic solutions and action plans.

         Steered strong and consistent revenue growth for company by securing, nurturing and building excellent client base, and driving an average of $10M in deposits and investments annually.

         Demonstrated exemplary motivational, communication and interpersonal skills as team leader for various company projects focusing on client satisfaction and loan specials.

         Proficiently provided complete financial bank services such as collaborating with brokerage advisor to boost investment revenues to $1.2M per quarter.


Loan Officer

         Collected required information for loan approval process and explained rationale behind credit decisions.

         Skillfully presented loan solutions and programs, winning and maintaining confidence of borrowers through exemplary customer service.

  • Assembled training teams to enhance personnel performance in cross-selling, compliance, and revenue production.



  • Merged tenacity, confidence and problem solving abilities to optimize collection efforts for home and car loans in arrears.




Master s in Business Administration, University of Phoenix

BA in Communications, California University of Fullerton




Series 6,63 Notary Public 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Tel: (xxx-xxx-xxxx













Hiring Agent Name


Company Name


City/State/Zip Code




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


As demonstrated in the accompanying resume, I bring to you a substantial background in the banking and wealth management arena, proficiency in team and project leadership, and advanced business development, client relations, and training and development skills. To complement these qualifications, I offer a strong blend of resourcefulness, organizational strengths and critical thinking skills.


As a dedicated team member and stellar leader, you will find me to be a diligent and focused professional committed to supporting you in achieving your objectives through an impressive work ethic and proven success in client relations and satisfaction. I am certain that I could be an ideal addition to your company, and look forward to interviewing with you in the near future.


Truly yours,




Yyyyyy x. yyyyyy

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