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

                                                                                                             (xxx-xxx-xxxx •


                                                 Career Objective                                                       


Results-driven, solutions-focused and goal-oriented professional with solid and progressive Consumer Banking experience desiring a challenging and rewarding role within a progressive financial organization.




Ø  Offer over eight years of successful financial experience in the Consumer Banking industry, including extensive knowledge within Sales, Marketing, Customer Service, and Training and Development capacities.

Ø  Expert at driving revenue growth, exceeding profit goals, and enhancing overall customer service levels while maintaining a resolute and commendable work ethic.

Ø  Highly proficient at seamlessly blending strong decision-making abilities with solid leadership attributes and successful interpersonal relationship-building techniques.

Ø  Effectively apply dynamic interpersonal relations abilities toward ensuring the delivery of quality client / customer service at all times.

Ø  Demonstrate outstanding administrative, organizational, and communication skills along with an exceptional work ethic.

Ø  Skillful at successfully performing within a team-based environment to meet and/or exceed all operational goals and objectives.


                                           Professional Experience                                                


HSBC USA, Springfield, NY / Depew, NY

Consumer Banker                                                                                                                2006 C Present

Ø  Successfully market financial and insurance-based products to new and existing customers, including performing all outbound sales calls through cold calling and company-affiliated leads.

Ø  Accurately process loan applications, review loan documentation, notarize mortgages, and provide proceeds disbursement and processing.

Ø  Assist customers with the opening of savings, checking, and other financial accounts while achieving optimal sales goals through internal and external marketing of company-wide products and services.


Business Systems Specialist II                                                                                                    2004 C 2006

Ø  Served as a proactive and proficient liaison between unit- and application systems-based departments concerning the defining of business systems requirements.

Ø  Oversaw technical-related projects and tasks and efficiently conducted analyses and evaluations of business systems needs and developments.

Ø  Provided essential support for approved projects as a project team member as well as participating in the critical development of new systems, programs, and operational tasks.


Mortgage Representative / Trainer (California Division)                                                          2002 C 2004

Ø  Analyzed customer needs through the utilization of both comprehensive product knowledge and outstanding interpersonal skills to build optimal relationships with mortgage brokers while exceeding all team-based and individual funding goals.

Ø  Proactively identified mortgage-based discrepancies and followed these through to optimal resolution while performing favorable outbound sales calls to business-related brokers on multiple product lines.

Ø  Ensured the productive and proficient training and development of incoming personnel.


Lakeshore Savings & Loan, Fredonia, NY

Consumer Banker                                                                                                                       2000 C 2002

Ø  Successfully marketed financial products to consumers while maintaining accurate loan applications and savings  / checking accounts processing as well as achieving team sales goals for mortgages and Home Equities.

Ø  Provided efficient and effective training and development of new employees.


                                     Education and Community Service                                          


Master of Business Administration (In Progress)                                   Bachelor of Arts in Political Science

University of Phoenix                                                                State University of New York at Fredonia

~ Public Notary Since 2001 ~ Series 6 Licensed (2007) ~

~AmeriCorps (1997 C 1998) / Inner City Tutor (Buffalo, NY) / Community Rebuilding Projects Volunteer ~

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

                                                                                                             (xxx-xxx-xxxx •














Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging and rewarding Financial and /or Consumer Banking employment opportunity, and am submitting my resume for your review.


As noted, I have over eight years of successful financial experience in the field of Consumer Banking, including extensive knowledge within Sales, Marketing, Customer Service, and Training and Development capacities.  I am looking to partner with a progressive organization dedicated to quality customer service and client development where my unique strengths and extensive financial background will be profitably utilized to achieve positive mutual growth.


You will find me to be a results-driven, solutions-focused and goal-oriented professional who is committed to supporting and enhancing your organization s financial goals and objectives, and I am confident that I will prove to be a beneficial asset to your professional team.


I look forward to hearing from you in order to discuss an available opportunity for which I am qualified.  I may be reached as indicated, and thank you in advance for your time and consideration.






Yyyyyy x. yyyyyy

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