Banking senior resume

This free sample resume for a senior banker has an accompanying banking senior sample cover letter to help you put together a winning job application.

Michael Candy

30 Francis Street
Smithville NSW 2031
Mobile: 0400 000 000
Home: 02 8888 8888
Email: mc@webland.com.au


Career Objective

My expertise is focused on team management and product diversification in the banking industry. I have held managerial positions in major banks such as Westrack and Money Bank, have effectively supervised large teams and have developed long-term contacts and relationships with potential and existing clients. As a member of the Sydney Carbon Reduction Society, I am also very interested in improving corporate social responsibilities.


Education

Finance School
Sydney, NSW AU
Graduate Diploma of Applied Finance
Graduated: November 2001

 

University of Perkins
Sydney, NSW AU
Bachelor of Commerce
Graduated: November 1993

 


Employment History

Sep 03 – Present: Senior Relationship Manager
Westrack Banking Corporation
Sydney, NSW AU




Responsibilities:

  • Present and differentiate the bank's service and product capabilities to the CEO and senior executive teams
  • Develop and manage collaborative relationships within product teams to facilitate and improve their access to the client base
  • Create high value-added deals with business lines
  • Organise and deliver client marketing programs for product specialists and support their transaction origination efforts

Achievements:

  • Increased profit margins by 15 per cent last year
  • Delivered and coordinated cross-selling activities of relevant businesses and increased the revenue generated portfolios by 8 per cent
  • Participated in the Australasia Group strategic planning, client management strategy and prepared an annual budget that was approved by the head office
Jan 99 – Jul 03: Relationship Manager
Money Bank
Sydney, NSW AU




Responsibilities:

  • Obtain understanding of bank products relevant to client base
  • Prepare marketing program for customer portfolios
  • Prepare credit submissions for corporate clients (both loans and treasury products – include financial, industry and borrower analysis)
  • Liase with local management on credit issues in relation to new customers
  • Review and ensure that all legal documentation corresponds with credit approvals

Achievements:

  • Increased revenue, maximised return on risk assets and ROE whilst maintaining credit quality of the portfolios
  • Supported the director and global relationship manager with marketing and origination initiatives of products including debt, treasury, project and export finance, debt finance and advisory
Jun 96 – Jan 99: Relationship Officer
Onslow Bank
Sydney, NSW AU




Responsibilities:

  • Assist the relationship manager and director with client planning for a number of major clients
  • Foster a culture of communication among staff in various client support divisions to maintain the focus on commitment and excellence

Achievements:

  • Maximised value creation and profit generation of the portfolio team
  • Built quality relationships with support areas that actively contributed to delivering superior service to our clients
Jan 94 – May 96: Graduate Leadership Program
HKBK
Sydney, NSW AU




Responsibilities:

  • Develop knowledge of daily branch operations
  • Gain experience via rotations through frontline positions
  • Assist the executive manager and team in each rotation
  • Complete financial plans for customers in complex legal environment
  • Comply with legal and dealership business rules to produce clients' investment and risk profiles on time

Achievements:

  • Gained an understanding of sales management tools
  • Successfully completed reports using business tools to assist in day-to-day sales management

References

Alison Meyer – Head of Financial Services
Money Bank
Email: alison.meyer@combank.com.au
Mobile: 0456 1234 1234
Gary Brown– General Manager
HKBK
Email:gary.brown@hsbc.com.au
Mobile:
0452 4321 5678

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