Community Banking Resume Samples
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Community Banking Resume Samples
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JK
J Kuhic
Jeff
Kuhic
372 Bernhard Highway
New York
NY
+1 (555) 276 5612
372 Bernhard Highway
New York
NY
Phone
p
+1 (555) 276 5612
Experience
Experience
Boston, MA
Community Banking
Boston, MA
Legros-Koch
Boston, MA
Community Banking
- Showing a caring attitude towards colleagues and customers by displaying a positive and friendly attitude
- Exceeding our customers’ expectations by tailoring solutions through great communication and building strong rapport
- Living by our values to build and maintain our reputation for service excellence
- Delivering Innovative Tailored Solutions and Exquisite Service by listening to our Customers
- Displaying the Barclays values whilst carrying out customer transactions over the counter
- Delivering innovative, tailored solutions and exquisite service by listening to our customers
- Acting on client prompts to capture data, and making changes to accounts in line with agreed procedures across the service centre
Philadelphia, PA
Community Banking Branch Banker
Philadelphia, PA
Bogan, Beer and Kunde
Philadelphia, PA
Community Banking Branch Banker
- Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive client contact
- Serve as contact for client problem resolution and perform maintenance for current clients regarding deposit, credit, convenience and other products and services
- Employ BB&T supported service processes to ensure high-level of client service by performing basic client service maintenance (e.g. account reconciliation, address changes, stop payments, account closings, transfer, processing check orders)
- Adhere to internal controls, operational procedures and risk management policies
- Perform basic teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. Perform more complex transactions, with assistance as necessary
- Perform transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds
- Perform more complex transactions (with assistance as necessary) such as
present
Philadelphia, PA
Community Banking Small Business Development Officer
Philadelphia, PA
Stokes Group
present
Philadelphia, PA
Community Banking Small Business Development Officer
present
- Aggressively call on potential and existing clients to develop full, long-term relationships with BB&T; will be out of office calling at least 60-70% of the time
- Successfully execute the BB&T Decathlon Sales Process and the Consultative Sales and Retention Process
- Consistently meet established calling and referral targets
- Expand knowledge of the companies called on by asking well-planned, open-ended questions
- Develop and perfect the Value Promise, and use it during every client interaction
- Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank’s contact management system
- Establish strong relationships with branches supported in order to provide excellent client service, including fast and easy fulfillment and servicing of products
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
East Carolina University
Bachelor’s Degree in Finance
Skills
Skills
- An excellent level of attention to detail
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Experience of creative problem solving, and the ability to take the initiative to permanently resolve potential issues
- Demonstrated ability to influence others in the completion of significant operational tasks and assignments
- Knowledge of BB&T products and services
- Five years of banking or financial experience, with previous experience as Branch Coordinator, Branch Banker, and/or other operations-related roles in the financial services industry
- Outcome: We will keep you updated throughout the process. If you attend an interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome
- Great communication and influencing skills, and a collaborative, team-based approach to work
- Sound knowledge of banking operations/compliance
- Strong desire to help associates and clients resolve problems successfully
8 Community Banking resume templates
Read our complete resume writing guides
1
Community Banking Small Business Development Officer Resume Examples & Samples
- Work with retail leadership to develop skills in prospecting, call execution and Integrated Relationship Management (IRM)
- Aggressively call on potential and existing clients to develop full, long-term relationships with BB&T; will be out of office calling at least 60-70% of the time
- Consistently meet established calling and referral targets
- Deliver the Perfect Client Experience (PCE) in all interactions with clients, prospects and centers of influence
- Expand knowledge of the companies called on by asking well-planned, open-ended questions
- Establish strong relationships with branches supported in order to provide excellent client service, including fast and easy fulfillment and servicing of products
- Bachelor's degree, or equivalent education and related training
- BB&T’s Leadership Development Program graduate or equivalent program at another financial institution
2
Community Banking Cluster Market Leader Resume Examples & Samples
- Responsible for sales management and revenue generation within cluster. In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality. Responsible for the execution of the BB&T sales process within the branch through BB&T supported sales processes and other Community Bank initiatives
- Initiate, direct, and participate in outside retail and small business client development and in-house marketing programs. Responsible for branch prospecting for new consumer and small business households. Prospecting and providing additional solutions that will expand existing household relationships. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit and develop new consumer and small business households for the branches. Promote BB&T’s positive public image in the community
- Responsible for the balanced growth, servicing, and profitability of the Bank’s deposit products
- Responsible for coordinating with the responsible Area Operations Officer to ensure that internal controls are maintained with a proper emphasis on operational risks. Maximize operations efficiently by managing non-interest expenses
- Bachelor’s degree or equivalent education and related training
- Three years of experience in financial services
- One year of leadership experience
- Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
- Bachelor’s degree in Business, Accounting, Finance or Banking
3
Community Banking Regional Multicultural Markets Officer Resume Examples & Samples
- Act as liaison, primary contact and coordinator across relevant departments and key regional multicultural markets community in order to ensure proper execution of BB&T's multicultural market strategy
- Manage the implementation of the Multicultural Banking Center (MBC) strategy related to key multicultural segments, working closely with the Regional President, Regional Retail Banking Managers and the Regional Employment Consultants, among others
- Become an active participant of key multicultural organizations identified for advocacy from local markets leaders (Hispanic Chambers, Multicultural Coalitions and/or non-profit organizations). Serve on executive committees of multicultural boards and other centers of influence
- Participate in local community festivals, celebrations and events and outreach activities that promote the BB&T brand within the local diverse market communities
- Coordinate, implement and execute financial workshops
- Present a yearly strategic plan to Regional Banking Manager during annual planning process to effectively manage the regional multicultural markets budget and gain feedback
- Ensure MBC strategy execution and monitor results and exceptions to these standards
- Partner with Business Services Officers (BSOs) and Financial Center Leaders (FCLs) to grow multicultural small business and submit monthly referral report to regional incentive contact for tracking small business activity
- Drive multicultural household growth to meet monthly and annual regional goals
- Provide periodic status reports on household growth, deposit growth, loan growth and staffing gaps to regional leadership and all appropriate parties, including Regional President
- Provide leadership with the tracking of monthly data/reports to find patterns of success or failure, which can be duplicated or avoided in the future
- Work closely with Corporate Marketing Managers to communicate and coordinate corporate marketing initiatives affecting the region. Communicate marketing updates and pertinent information to regional staff/sales force. Serve as “Brand Ambassador/Keeper of the Brand” to ensure regional consistency of brand alignment
- Facilitate the referral process (IRM) across all lines of business. Assess strengths and weaknesses across lines of business and with IRM partners. Identify product/training gaps. Serve as a resource/liaison for IRM partners seeking regional support to enter multicultural communities
- Partner with regional Employment Consultant and hiring managers on all open positions to meet regional diversity and bilingual staffing goals
- Bachelor's degree in business related field or equivalent education and related training
- Five years of experience in related field or banking environment
- Excellent process management skills
- Proven ability to manage implementation of diverse projects working with a broad range of individuals across multiple cultural backgrounds
- Experience in planning, organizing and working effectively with large groups of people
- Proven leadership in managing a wide range of initiatives and staff levels
- Good working knowledge of general computer software applications, such as Microsoft Outlook, Word, Excel, PowerPoint, Access and Project
- Ability to influence results without direct management supervision
- Flexibility and ability to work weekend and after hour events
4
Community Banking Small Business Development Officer Resume Examples & Samples
- BB&T?s Leadership Development Program graduate or equivalent program at another financial institution
- Aggressively call on potential and existing clients to develop full, long-term relationships with BB&T; successfully execute the BB&T Decathlon Sales Process and the Consultative Sales and Retention Process
- Ensure small business banking relationships are fully developed, including specific efforts to serve the retail banking needs of the clients? owners/management/associates
- Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank?s contact management system
- Participate in civic, government, professional, business, and community affairs, associations and groups to solicit and develop new small business households for the branch. Promote BB&T?s positive public image in the community
5
Community Banking Small Business Development Officer Resume Examples & Samples
- Ensure small business banking relationships are fully developed, including specific efforts to serve the retail banking needs of the clients' owners/management/associates
- Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's contact management system
- Participate in civic, government, professional, business, and community affairs, associations and groups to solicit and develop new small business households for the branch. Promote BB&T's positive public image in the community
- BB&T's Leadership Development Program graduate or equivalent program at another financial institution
6
Community Banking Community Business Development Officer Resume Examples & Samples
- Aggressively call on minority-owned small businesses in identified census tracts to develop full, long-term relationships with BB&T. Should be out of office calling at least 80-90% of the time. Primary focus is on identifying loans for underserved minority-owned small businesses
- Consistently meet established calling, referral, outreach, and financial literacy program targets
- Ensure small business banking relationships are fully developed, including specific efforts to serve the retail banking needs of the clients’ owners/management/associates
- Develop and perfect the Value Promise, for use during every client interaction
- Five years of experience
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check
7
Community Banking Branch Banker Resume Examples & Samples
- Employ BB&T supported service processes to ensure high-level of client service by performing basic client service maintenance (e.g. account reconciliation, address changes, stop payments, account closings, transfer, processing check orders).Â
- Perform basic teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. Perform more complex transactions, with assistance as necessary
- Associate's degree, or equivalent education and related training
8
Community Banking Client Care Senior Specialist Resume Examples & Samples
- Provide full resolution and response to verbal and written client complaints received by the Community Bank from Corporate Compliance (e.g. CEO line), or escalated from branch, in a professional and respectful way to ensure regulatory compliance and operational accuracy
- Ensure all client concerns from the complaint have been adequately addressed in a timely fashion and that proper grammar and professional correspondence is used when communicating with the branches and clients
- Take a leadership role in resolution and response of complex and loan-related complaint scenarios, or when multiple lines of business (LOBs) are involved (e.g. Mortgage, Insurance, Community Bank), and additional coordination and research are needed
- Execute on the BB&T Mission, Vision and Values and demonstrate PCE in interactions with clients and other parties (e.g. Community Bank branches, regional senior leadership team, LOBs, Corporate Compliance) on matters related to the full resolution of complaint investigation and response
- Sustain expertise needed to serve as a “super user” for the Complaint Management System. Make certain that accurate information and documentation is collected from Community Bank users (e.g. branch associates, Mortgage Loan Officers) for data aggregation and analysis, management reporting, trending, root cause analysis and recordkeeping
- Maintain current professional specialized knowledge of compliance regulations, bank products, Branch Operations Manual policy and procedures and other Community Bank strategies by completing all training applicable to area of expertise
- May provide guidance to peers across multiple locations in the handling of complaints particularly where more complex research and experience is required
- Five years of client service experience in financial services industry
- Two years of experience in retail lending or related role
- Consistent success in effective problem resolution
- Excellent listening, verbal and written communication skills and good attention to detail
- Five years of related experience in complaint resolution in the financial services industry
- Three years of experience in retail lending-related role in the financial services industry
9
Community Banking Commercial Credit Specialist Resume Examples & Samples
- Support Relationship Managers, Market Presidents and Regional Presidents in credit administration of commercial portfolio of the Region in order to achieve desired results of quality, profitability and growth
- Ensure commercial banking relationships are fully developed
- Five years of experience in banking industry or related work experience
- Knowledge of Bank’s deposit and payments products
10
Community Banking Complaint Management Specialist Resume Examples & Samples
- Execute on the BB&T Mission, Vision and Values and demonstrate PCE in interactions with clients and other parties (e.g. Community Bank branches, regional senior leadership team, lines of business (LOBs), Corporate Compliance) on matters related to the full resolution of complaint investigation and response
- Escalate complaint-related trends and concerns to management, as needed
- Associate’s degree, or equivalent education and related training
- Three years of client service experience in financial services industry
- Ability to appropriately prioritize and organize tasks to meet firm deadlines
- Ability to function effectively on a team with an off-site manager
- Strong listening, verbal and written communication skills and good attention to detail
- Three years of related experience in complaint resolution in the financial services industry
11
Community Banking Resume Examples & Samples
- Responsible for providing oversight and delivery of operational compliance and security training to all branch associates on an ongoing basis with intense focus on the Teller, Teller Supervisor (TS), Branch Banker and Market Leader (ML) roles
- Serve as a mentor to TSs. Assist ML with the development of the TSs’ leadership and coaching skills using the Know-Show-Grow Model
- Serve as a problem resolution specialist to branch associates
- Assist branch associates with escalated check cashing, official check, wire and other miscellaneous approvals
- Maintain current professional and specialized knowledge of bank operations, risk management, security and client problem resolution strategies and utilize this knowledge and expertise to ensure operational and risk management excellence
- Function as an operations specialist in critical areas as identified by the Regional Branch Operations Manager (RBOM)
- Associate’s degree or equivalent education and related training
- Five years of banking or financial experience with previous experience as Senior Teller, Branch Banker, and/or other operations-related function
- Consistent success in effective problem resolution management
- Demonstrated ability to influence others in the completion of significant operational tasks and assignments
- Effective interpersonal and diplomacy skills
- Effective written and verbal communications skills
- Sound decision-making skills
- Specialized client service training with proven results
- Sound knowledge of banking operations/compliance
- Strong desire to help associates and clients resolve problems successfully
- Successful completion of the BB&T University Certification Program or significant progress toward achievement
- Sound knowledge of BB&T products and services
12
Community Banking Model Risk Analytics Analyst Resume Examples & Samples
- Effectively manage assigned models and tools in three phases
- Execute process controls, change management logs, and development of new management processes related to models and recurring analytics
- Develop expertise in relevant regulatory developments, including Basel and Interagency Guidance, particularly with regard to managing a pooled portfolio of assets and model management
- Comply with and defend models/User-developed tools as necessary with respect to FRB SR 2011-07 and internal model risk policy
- Develop strategies for credit and profitability improvement by means of quantitative analysis and assessment for deployment through the Credit Product Strategies team
- Bachelor’s degree in a quantitative-related discipline or equivalent education and related training
- Seven years of banking and quantitative analysis experience at a large financial or financial-related institution; other relevant experience or education may substitute for a portion of the required experience
- Advanced SAS programming, SQL, VBA, and advanced Microsoft Excel skills
- Exceptional problem-solving skills
- Advanced experience with statistical modeling
- Demonstrated experience with process change and model implementation
- Strong model and process documentation review skills
- Demonstrated proficiency with basic computer applications, such as Microsoft Office software products
- Graduate degree in a quantitative field such as statistics, econometrics, operations research, applied mathematics or related discipline
- Demonstrated credit experience
- Strong knowledge of BB&T’s credit culture, processes, and data systems
13
Community Banking Branch Coordinator Resume Examples & Samples
- Provide professional client service, which includes, but is not limited to: performing accurate transactions, welcoming the client, smiling, using the client’s name during the transaction, and thanking each client for his or her business
- Oversee day-to-day transactions of at least four associates in a high-quality manner so as to provide superior client service with minimal service problems through proper management of the scheduling tool
- Ensure staff is supportive of sales and servicing efforts demonstrating and coaching to the right behaviors as an instrumental part of quality client service
- Also responsible for the following areas
- Five years of experience as a Senior Teller or equivalent
- Ability to follow written instructions and accurately complete written reports
- Ability to use office machines and perform basic mathematical functions
- Ability to deliver lead and provide team support
- Capability to lift a minimum of 30 lbs
- Ability to successfully complete all core training as outlined by BB&T University for Branch Coordinator
- May be required to work weekends and/or extended hours and regular, reliable attendance is critical
- Ability to oversee diverse personalities
14
Community Banking Model Risk Analytics Analyst Resume Examples & Samples
- Assist in effectively managing assigned models and tools in three phases
- Review process controls, change management logs, and development of new management processes related to models and recurring analytics
- Develop knowledge in relevant regulatory developments, including Basel and Interagency Guidance, particularly with regard to managing a pooled portfolio of assets and model management
- Comply with models/User-developed tools requirements as necessary with respect to FRB SR 2011-07 and internal model risk policy
- Assist in developing strategies for credit and profitability improvement by means of quantitative analysis and assessment for deployment through the Credit Product Strategies team
- Zero to five years of banking and quantitative analysis experience at a large financial or financial-related institution; other relevant experience or education may substitute for a portion of the required experience
- SAS programming, SQL, VBA skills
- Experience with statistical modeling
- Experience with process change and model implementation
- Solid model and process documentation review skills
- Strong verbal and written English communication skills
15
Community Banking Model Risk Officer Resume Examples & Samples
- Facilitate model and user-developed tool creation and support by actively managing projects through design, documentation, review, evaluation, and production deployment phases
- Assist lines of business with strategy development and deployment solutions for assigned models and user-developed tools
- Manage multiple models and user-developed tools concurrently. Responsible for the identification of key milestones, project tasks, impacts and dependencies, risks, and timelines. Assist with resource allocation for projects to include Business Unit interactions/needs and production support
- Create, update, and maintain project documentation for assigned models and user-developed tools to ensure appropriate communication throughout the model management life cycle. Documentation includes, but is not limited to, statements of work, project plan, implementation plan, milestone meeting facilitation, team meeting organization, agenda preparation, and meeting minutes
- Perform associated governance tasks on assigned models and user-developed tools to include data analytics review, documentation change management, research of end user questions, and reporting of tool performance to Bank areas impacted outside of the Community Bank Model Risk Team
- Develop and implement training on Community Bank Models and User-developed Tools administered to the organization to ensure all affected users are adequately educated and trained
- Prepare communication plans to deliver to the organization to include updates and guidance on the developments and improvements within the Community Bank Model Risk Team
- Serve as Community Bank model risk liaison and prepare meeting documentation on assigned models and user-developed tools to include but not limited to, Identification, Implementation, Access, Documentation, Ongoing Monitoring, Outcomes Analysis, Change Management, and Reporting
- Support Vendor Management activities and Vendor Management requirements on assigned models and tools
- Bachelor’s degree in business, finance, accounting, economics, or communications or equivalent education and related training
- Seven years of relevant banking industry or related work experience
- Five years in project or model management experience
- Strong management, leadership, negotiation, problem solving and facilitation skills
- Ability to evaluate and mitigate risk for models and user-developed tools that impact the Community Bank
- Excellent verbal and written English communication skills
- Must be flexible, creative, and willing to be objective in decision making
- Working knowledge of BB&T systems such as Commercial Loan Platform (CLP), Commercial Loan System (CLS), BankPro, SPRINT, Shaw, Client Central, AFSVision and the Commercial Lending Gateway
- Graduate degree in business, finance, accounting or communication
- Knowledge of BB&T’s Credit Culture, processes and data systems
- Certifications to include American Society of Quality, Lean Six Sigma
- Completion of BB&T Process Master Certification
16
Community Banking Cluster Market Leader IV for Greensboro & Lake Ocone Resume Examples & Samples
- Responsible for instilling the BB&T Mission, Vision, and Values within the assigned cluster
- Responsible for coordinating efforts to ensure BB&T client service expectations are delivered
- Make proactive daily contact with clients and prospects either by phone, in person (including active lobby engagement using Plan-it to determine optimal times) to identify additional client financial needs, initiate client relationships, and attract and retain new client households
- Responsible for consumer and small business loan performance within the cluster pertaining to growth, profitability, and quality
- By executing on the Consultative Sales and Service process, all cluster personnel must proactively and aggressively market non-credit services (e.g. Payment Solutions, Insurance, Merchant, Wealth, Investments, Payroll)
- Responsible for providing leadership and coaching to all members of the branch sales teams to ensure maximum performance and attainment of personal goals and improvement plans
- Work closely with the Branch Banker Team Leader in assigned branches for optimal staffing of the branch teams to include hiring, goal setting, performance reviews and ratings, salary reviews, promotional transfers, terminations, training, etc
- Proactively lead, manage and actively participate in consultations with the Teller Supervisor, in personnel related duties to the Tellers, including
- Four years of experience in financial services
- Strong interpersonal, sales and relationship management skills
- Strong written, verbal and communication skills
- Completion of BB&T’s Retail Academy within six months of employment in this role
- Graduate of BB&T’s Leadership Development Program
17
Senior Analyst, Community Banking Resume Examples & Samples
- Support with the execution and tracking of the 5 Year Retail Transformation Plan being developed by Community Banking
- Participate in the development of robust data models to identify priority markets for growth and optimization opportunities across the network
- Develop multi-dimensional analytics and reports leveraging existing definitions/metrics, as well as new analytics being introduced into the organization to help solve key business problems and work towards the best analytical approach to address them
- Work closely with multiple lines of businesses and support groups, including Retail, Direct Channels, Business Banking, Wealth Management to ensure alignment and understanding of the overall network strategy
- Deliver executive level presentations to the senior leadership team and community leaders on current/future strategy initiatives
18
Manager, Community Banking Resume Examples & Samples
- Design/deliver One TD and community involvement strategies that drive business
- Manage charitable giving, donations, and sponsorships, including ownership of the Regional Community/One TD budget. Leverage these opportunities to build TD's brand and develop business
- Be the face of the community, building community presence by participating in community, professional organizations, and events
- Support ONE TD Executive and Subcommittees, region and market initiatives
- Manage the external communications strategy to promote TD's Brand in the community in partnership with CAPA and Marketing
- Support Regional execution of national programs (FEF, United Way, CMN)
- Review and approve all in trust accounts
- Actively promote volunteerism in the community by organizing events, engaging TD employees across all local businesses and mobilizing them to participate
- Working with Marketing, businesses and community organizations, plan, organize and oversee TD’s interests in and role at numerous events such as COI receptions, media launches, dinners and other events
- Represent TD and act as spokesperson for our community programs, at both internal and external events
- CAPA and marketing - Work with stakeholders to ensure successful execution of events, activations, sponsorships, donations, festivals, etc
- Work with Marketing/CAPA and leverage Social Media to support TD's brand in all external communications the local market place
- Support DVPs / VPs in execution of One TD initiatives at the local level
- Partner with National Community Relations on large donations & sponsorships
- Partner with Manager, Communications & Employee Events on FEF/CMN/UW and Diversity events Qualifications/Skills/Experience
- Strong interpersonal and communications skills required, particularly in working with external groups that may or may not be eligible for corporate support
- Strong written and oral communications and presentation skills
- Experience working with diverse stakeholders
- Organization and project management skills
19
Community Banking Commercial Credit Specialist Team Leader Resume Examples & Samples
- Evaluate and make recommendations for assigned personnel regarding employment, training (initial and ongoing), performance rating, salary changes, promotions, transfers, terminations, career enhancement and staffing
- Delegate work, set schedules, level load, and advise specialists in the more complex phases of their work
- Provide leadership to reinforce and strengthen the BB&T Values Driven Credit Culture. Interpret and ensure communications of the Bank’s policies, programs, and objectives
- Facilitate consistent and effective communication within the CSU (includes RM, Commercial Sales Assistant (CSA), CCU and CCS) to drive superior revenue generation, responsiveness, and risk management through process management. Coordinate weekly CSU meetings to discuss new loan requests, renewals, current and adequate financial statement collection, risk rating assessments, past dues, pipeline and call preparation
- Connect with CSU on credit offers accepted by the client to assist in an effective closing process. Drive accurate ordering of real estate valuations, environmental assessments, UCC searches, etc. Act as liaison with Centralized Fulfillment and CSA. Review loan agreements as needed. Ensure loans are booked as approved
- Demonstrate clear understanding of major technical aspects of credit risk management via detailed knowledge of systems, processes, and policies that apply to commercial lending
- Ten years of experience in banking industry or related work experience
- Demonstrated ability to provide group leadership to a team of five or less specialists
- Strong credit leadership skills
20
Community Banking Commercial Credit Underwriter Iv-cre Resume Examples & Samples
- Provide support to commercial Relationship Managers (RM) through underwriting, policy knowledge, credit structuring and risk assessment in credit request packages to be submitted for pre-screening discussions, co-approval, or credits approved within the RM’s lending authority. Ensure packages are complete, accurate and thoroughly documented
- Manage data integrity of credit variables to include the accuracy of risk rating calculations and input in the system. Participate in CCAR activities as needed
- Strong knowledge of Bank’s deposit and payments products
21
Community Banking Commercial Credit Specialist Iv-cre Exp Preferred Resume Examples & Samples
- Participate in the relationship risk management process by completing and documenting the following
- Manage data integrity of all data inputs and outputs. Review and update loan systems information to ensure accuracy
- Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, risk management and banking in general
- Eight years of experience in banking industry or related work experience
- Demonstrated proficiency in commercial lending systems
22
Community Banking Risk Management Monitoring Manager Resume Examples & Samples
- Establish and maintain an efficient and effective monitoring and testing program for the Community Bank. Ensure BB&T’s processes are in compliance with all federal and state laws and regulations and are within the risk limits set by the Bank while supporting the Community Bank’s strategic objectives
- Lead efforts to document the Community Bank’s monitoring and testing program including methodologies, processes and procedures, report writing, conventions for consistently vetting and documenting findings and working papers
- Conceptualize how to leverage technology and existing processes/reports to achieve a highly efficient and cost effective monitoring program
- Participate in the Community Bank’s RSCA process to comprehensively understand the risks identified and controls applied to mitigate them in order to effectively monitor key indicators or test controls
- Become a subject matter expert on the Community Bank’s Strategic Plan Key Objectives and Risk Appetite Statement to effectively monitor key indicators
- Responsible for identification of control weakness or key indicators exceeding risk limits, root cause analysis, escalation including drafting of management self-identified issues, as appropriate, and tracking of remediation efforts
- Provide leadership and direction to the Community Bank, as the first line of defense, related to compliance risks associated with new/or changes to federal and state regulations
- Partner with BB&T Corporate Compliance to identify compliance risks that affect Community Bank processes and pursue appropriate resolutions to mitigate risk
- Represent the Community Bank as the primary point of contact for monitoring and control testing to Enterprise Risk Management, Strategic Initiatives, Corporate Compliance, and other departments within the organization
- Represent the Community Bank internally and externally with respect to the Community Bank’s risk management monitoring program in audits and examinations
- Assist in efforts to respond to all risk assessments, engagement letters and audits of Community Bank processes from BB&T Corporate Compliance, BB&T Audit Services, and Federal and State Regulators
- Coordinate ad hoc risk management initiatives at the direction of the Community Banking Governance and Risk Manager, Community Banking Director of Risk Management and Community Banking President
- Ten years of experience in financial services, auditing or other assurance/compliance related role or equivalent experience
- Five years of proven supervisory experience
- Ability to lead departmental meetings and meetings with various lines of business (LOBs)
- Conceptual ability to analyze problems and devise solutions
- Ability and willingness to learn and adapt as the needs of the job change
- Excellent organizational skills and ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to effectively lead a team
- Experience in other BB&T divisions, LOBs and client-facing roles
23
Community Banking Risk Management Monitoring Analyst Resume Examples & Samples
- Assist in the development and maintenance of an efficient and effective monitoring and testing program for the Community Bank that ensures BB&T’s processes are in compliance with all federal and state laws and regulations and are within the risk limits set by the Bank while supporting the Community Bank’s strategic objectives
- Perform monitoring and control testing for the Community Bank ensuring processes are in compliance with all federal and state laws and regulations and are within the risk limits set by the Bank while supporting the Community Bank’s strategic objectives
- Prepare regular analysis and reporting of the monitoring and control testing results
- Develop and maintain processes and procedures to ensure the accuracy of the reports produced by the Community Bank Monitoring and Control Testing Team
- Document the Community Bank’s monitoring and testing program including methodologies, processes and procedures, report writing, conventions for consistently vetting and documenting findings and working papers
- Build a working knowledge of the Community Bank’s RSCA process to understand the risks identified and controls applied to mitigate them in order to effectively monitor key indicators or test controls
- Understand the Community Bank’s strategic plan key objectives and risk appetite statement to effectively monitor key indicators
- Identify control weakness or key indicators exceeding risk limits and perform root cause analysis
- Perform quality assurance function for monitoring and testing performed by other team members
- Assist in identifying and assessing compliance risks
- Bachelor’s degree in a Business-related field, or equivalent education and related training
- Seven years of experience in financial services, auditing or other assurance/compliance related role or equivalent experience
- Excellent organizational skills and ability to lead and manage projects independently as well as in a team setting
- Strong interpersonal skills which allow effective working relationships with various levels within the organization
- Conceptual ability to analyze problems and devise solutions, including quantitative analysis and research skills
- Working knowledge of bank policies and procedures
- Applicable certifications
- Experience in other BB&T divisions, lines of business and client-facing roles
- Retail or commercial banking experience
24
Community Banking Resume Examples & Samples
- Take the time to understanding the customer’s needs and develop trusting relationships by becoming the ‘Go To’ person whilst promoting the Banks products and services
- Exceeding our customers’ expectations by tailoring solutions through great communication and building strong rapport
- Showing a caring attitude towards colleagues and customers by displaying a positive and friendly attitude
- Great communication and influencing skills, and a collaborative, team-based approach to work
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Relationship Manager, Community Banking Resume Examples & Samples
- Minimum 5 to 6 years of experience in credit and marketing
- Strong in business development and ability to engage the Senior Management or key Promoters of corporate clients under management
- Results-oriented and customer-focused
- Driven and energetic
- Strong underwriting and credit analytical skills for acquiring new customers and reviews on existing customers
- Good team player who is able to work with both internal and external partners
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Treasury Management Community Banking Business Consultant Resume Examples & Samples
- Associate's degree, or equivalent work experience
- Seven to ten years of sales experience in the commercial banking industry
- Expert knowledge of treasury management products
- Qualified knowledge of CPS products
- Thorough knowledge of the organization and its products, services and operations
- Proven ability to sell payment services to all types and sizes of organizations
- Professional and polished presentation skills
- Strong sales coaching, sales leadership and new business development skills
- Ability to lead accounts payable and accounts receivable mapping sessions with clients and prospects
- Proven listening and analysis skills
- Excellent customer service/relations skills
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Project Manager Community Banking & Branch Delivery Resume Examples & Samples
- Expert knowledge of assigned business line or functional area
- Demonstrated management and leadership skills
- Advanced knowledge of project management
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Customer Service / Sales / Community Banking Resume Examples & Samples
- Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas
- Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary
- Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate
- Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques
- Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs
- Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners
- Practices branch security procedures and protects customer confidentiality and privacy
- Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline)
- Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
- Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
- Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude
- Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail
- Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports
- 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service
- Previous banking experience is preferred but not required
- Cash handling experience preferred
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Community Banking Loan Documentation Manager Resume Examples & Samples
- Considerable knowledge of operation functions, systems, policies and procedures for the assigned area
- In-depth understanding and practical application of applicable laws and regulations
- Excellent organizational, managerial and project management skills
- Well-developed customer relations skills
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Community Banking Small Business Officer Resume Examples & Samples
- Work with retail leadership to develop skills in prospecting, call execution and IRM
- Aggressively call on potential and existing clients to develop full, long-term relationships with BB&T; will be out of office calling at least 70% of the time
- Successfully execute the BB&T Decathlon Sales Process and the Consultative Sales and Retention Process
- Make proactive daily contact with clients and prospects either by phone or in-person to identify additional client financial needs, initiate client relationships, and attract and retain new client households. Pre-schedule and prepare for all planned, purposeful calls
- Ensure small business banking relationships are fully developed, including specific efforts to serve the retail banking needs of the clients’ owners/management and associates through the BB&T @ Work program
- Responsible for taking small business loan and credit card applications, submitting to Lender Support for approval, and working with clients to fulfill approved requests
- Identify and market non-credit services by developing and maintaining strong product knowledge and determining what questions to ask and cues to listen for to uncover needs
- Develop and perfect the Value Promise, and use it during every client interaction
- Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank’s contact management system
- Keep abreast of changing business and economic developments within banking in general
- Three years of experience
- BB&T’s Leadership Development Program graduate or equivalent program at another financial institution INDBBTCB
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Director of Sales, Community Banking Segment Resume Examples & Samples
- Develops and executes a Sales Plan and strategic activities by keeping abreast to the WK strategy and mission; developing and utilizing effective strategic and innovative sales tactics; working closely with Product Management to understand market segment needs; developing and maintaining a high degree of product knowledge relevant to the segment; monitoring, evaluating and communicating the activities and products and services of competition to Product Management, Professional Services and the business unit executive team; collaborating with Product Management and Marketing to develop and implement long- and short-range strategic sales plans; establishing an annual Sales Plan and providing quarterly updates, revisions and modifications; communicating the specific objectives of the Sales Plan with all of the functional departments within WK; and coordinating the status reporting of sales imperatives and initiatives
- Sets goals, manages performance and contributes expertise to achieve revenue targets by performing sales forecasting activities for assigned market segments; establishing annual and quarterly sales objectives in coordination with the WK business plan; assigning sales territories to each sales representative according to geography and skill set (e.g., ability to sell to Traditional, Leading Edge or Progressive companies); setting performance goals for each sales representative; managing the use of sales automation tools for sales and marketing management purposes; monitoring performance and evolving expectations based on sales data (dashboard); driving the highest level of service and response to WK customers (e.g., improving engagement and the intensity and urgency of follow-up from initial booking of sale through implementation); spending time in the field with both individual accounts and co-traveling with sales personnel; initiating and leveraging distribution channels to maximize revenue targets; communicating compelling reasons for prospects to purchase WK solutions and services; and assuming final accountability for delivering revenue targets in all segments
- Establishes and improves standards and processes for the Community Banking Segment (banks with assets below 7.5B) by maintaining an expert knowledge of industry standards, methodologies and best practices; developing and implementing sales techniques/tools that will assist in building a "best in class" sales organization; utilizing consistency of best practices and processes across all teams; defines deliverables and metrics for all major processes to measure performance; leading periodic internal and external assessments of process performance (e.g., quality, efficiency, effectiveness); working with sales management to prioritize the revision or re-engineering of sales processes; providing hands-on leadership for process revision and reengineering initiatives; proactively executing change management initiatives and related processes; maintaining current process documentation in a corporate knowledge repository; and ensuring all activities meet or exceed organizational requirements for management, health and safety, legal stipulations, and general duty of care
- Collaborates with the Sales Management team to direct training resources and efforts by scoping the sales methodology and skill set courses needed to train the sales organization; collaborating with Product Development and Professional Services to ensure the sales staff possess a comprehensive knowledge Financial Service products and professional services; executing a top-notch, consultative-style sales training program focused on relationship building and closings skills; launching comprehensive training programs of third party solutions; and providing coaching, ongoing training and sales advice to Sales Managers and Sales Representatives
- Oversees the collection and evaluation of key performance indicators (KPIs) by tracking sales against revenue recognition targets and against the budget (e.g., by territory, by segment, by product, by channel, by Professional Services); tracking personnel statistics against the budget (e.g., compensation, number of FTE’s, revenue per FTE); tracking non-personnel expenses against the budget; tracking pipeline statistics against the budget (e.g., net amount with probability factored in, predictability); assessing the relevance of data, verifying data integrity, and managing variances; identifying new metric criteria needed to fully evaluate current and future states of productivity, efficiency, profitability, budgeting, and planning; developing documentation standards to rectify any data gaps or inaccuracies; correcting or normalizing the information; identifying recurring problems or defects; and using the information to create reports, make decisions, improve business plans and processes, and achieve goals
- Manages and controls departmental expenditures within agreed budgets by compiling financial resources required to support the required activities and tools; capturing and iterating budgets in standard templates; securing budget approvals; authorizing, tracking and reconciling spending against a budget throughout the year; and justifying and securing unplanned resources as necessary to maintain business operations
- Develops an optimal organizational structure and manages a team of sales professionals by recruiting, continually educating and developing, motivating and retaining a high performance team; monitoring key performance indicators and team member activity; analyzing data for patterns and indicators of performance slippage; consistently documenting and discussing performance issues with underperformers; evolving the organizational structure to meet business needs (e.g., staffing, allocating resources, delegating); working with HR Business Partner to establishing Performance Improvements Plans (PIPs) and proactive hiring plans; working with staffing team to fill open positions (e.g., providing information on candidate requirements, being available for interviews, making decisions quickly); making staff changes and additions with speed and quality; facilitating the on-boarding/training of new team members to shorten learning curves; and integrating organizational design and development practices to ensure appropriate partnerships and skill sets are leveraged to achieve business results
- Participates in inter-organizational activities to meet or exceed company objectives by ensuring coordination and cooperation between field sales and inside sales; ensuring timely communication between sales staff and Product Support to keep all parties aware of product or customer issues; frequently collaborating with internal teams (e.g., Product Management, Professional Services, Software Development, PMO, Pre-Sales Support, Operations, Finance); applying knowledge from background area of expertise to special projects that will help drive profitability and growth; participating in thought provoking, strategic discussions with departmental leadership. Represents Wolters Kluwer within the industry by developing and maintaining comprehensive knowledge of Wolters Kluwer products, industry trends and general business and financial acumen through various sources and initiatives; communicating in a professional, compelling, and articulate manner of speech, writing and formal presentation; behaving in ways that demonstrate corporate core values and culture
- Bachelor’s Degree in Business, Sales/Marketing, or related discipline
- A minimum of 10 years of sales experience, including
- Master’s Degree in Business Administration
- 15 years of sales experience, including
- Working for multiple companies within the financial services industry
- Collaborating with multiple internal and external teams (including C-level executives)
- Communicating with technical and non-technical audiences
- Demonstrating strong written and verbal communication
- Demonstrating problem-solving skills
- Demonstrating organization, time management, and multi-tasking skills
- Utilizing Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
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Community Banking Commercial Credit Leader Resume Examples & Samples
- Ensure the commercial credit process operates at optimal efficiency by tracking and inspecting the process and response times and ensuring accountabilities for key underwriting and portfolio management responsibilities
- Serve as liaison with Commercial Credit Administration (CCA). Coordinate special projects within Regions (e.g. Comprehensive Capital Analysis and Review (CCAR) reporting), and reinforces CCA communication, policy updates, and completion of recommended training
- Responsible for interacting with Commercial Risk Review for Regional feedback and results to include Credit Scorecard results
- Ensure consistent, effective communication within CSUs in the Region to provide superior revenue generation, client service and risk management. Ensure CCSs lead weekly meetings to discuss new loan requests, renewals, risk rating assessments, financial statement collection, and past dues
- Develop credit process and portfolio management effectiveness and continuous improvements of assigned commercial credit staff through credit leadership, including coaching and counseling, feedback and reinforcement, and support of the Bank’s sales and credit cultures
- Responsibilities will include formally reviewing and documenting the quality of the decisions as part of an established credit quality assurance program. Team Leaders will be responsible for sampling the work performed by the individuals they manage to ensure accuracy of information and compliance with policies and processes
- Keep abreast of changing business and economic developments which impact the loan portfolio, profitability and banking in general
- Bachelor’s degree in Finance, Accounting or Business, or equivalent education and related training
- Ten years of experience in banking industry or related work experience as an underwriter or co-approver
- Demonstrated ability to provide group leadership to a team of CCUs and CCSs
- Understanding of financial and cost accounting principles
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Community Banking Commercial Credit Underwriter Team Leader Resume Examples & Samples
- Develop credit underwriting effectiveness and continuous improvements of assigned commercial lending staff through credit leadership, including coaching and counseling, feedback and reinforcement, and support of the Bank’s sales and credit cultures
- Delegate work, set schedules, level load, and advise underwriters in the more complex phases of their work
- Understand and can articulate all BB&T Commercial Credit policies, procedures and processes. Recommend credit within the Bank’s risk appetite including documenting when and why to make exceptions. Also recommend ongoing servicing including covenants. May require specialized underwriting skills for Commercial & Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other BB&T product offerings
- Support consistent, effective communication with Client Service Unit (includes Relationship Managers and Commercial Sales Assistants) to provide superior risk management, client service and revenue generation
- Demonstrated ability to provide group leadership to a team of five or less underwriters
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Community Banking Intern Resume Examples & Samples
- Two or more years of clerical experience
- Strong knowledge of general office procedures
- Ability to operate basic office equipment
- Some knowledge of policies and procedures for assigned area
- Excellent customer service skills
- Ability to gather, interpret, analyze, verify and prepare information
35
Community Banking Resume Examples & Samples
- Serve as a mentor to Branch Coordinators. Assist Market Leader with the development of the Branch Coordinator’s leadership and coaching skills using the Know-Show-Grow Model
- Serve as a problem resolution specialist to branch associates, which includes
- If assigned primary scheduler, will oversee the scheduling and staffing components of the Region
- Five years of banking or financial experience, with previous experience as Branch Coordinator, Branch Banker, and/or other operations-related roles in the financial services industry
- Knowledge of BB&T products and services
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Community Banking Manager Resume Examples & Samples
- Assumes responsibility for ensuring the efficient and effective operation of the branch by performing the following functions
- Acts as Business Development Officer
- Handles certain branch audit responsibilities in the areas of operations, compliance, and security
- Directs delivery of services to the customer and attends to customers with special needs
- Uses a combination of Service and Trust skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services to encourage lending and deposit growth, and refers customers to other departments within the bank as appropriate
- Communicates with branch personnel to provide training and review bank policies, product knowledge, and customer service responsibilities
- Ensures that standards of professionalism are met by branch personnel
- Represents the bank in civic and community functions to enhance image and develop business
- Interacts with other branch officers to further expand existing customer relationships and develop new contacts
- Keeps informed of current developments and trends and federal and state regulations as they relate to all areas of branch operations
- Maintains prescribed security controls to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure
- Ensures that branch facilities are in good operational repair and recommends capital improvements
- Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
- Requires S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act
- Assumes additional duties as required
- 1-2 years: General experience
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Community Banking Commercial Credit Underwriter Iv-corporate Banking Resume Examples & Samples
- Facilitate timely receipt of current and adequate financial statements of all types, tax returns, and personal financial statements. Analyze financial statements and document client performance along with identified risk and risk mitigants
- Support Relationship Managers, Market Presidents and Regional Presidents in administration of business portfolio of Region in order to achieve desired results of quality, profitability and growth. Recommend pricing when underwriting credits. Specifically look for opportunities to drive a relationship approach when underwriting new business and looking for IRM opportunities
- Eight years of experience in banking industry or related work experience, consistency mostly of underwriting or co-approval experience
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Community Banking Business Services Officer Resume Examples & Samples
- Connect with CSU on credit offers accepted by the client to assist in an effective closing process. Drive accurate ordering of real estate valuations, environmental assessments and Uniform Commercial Code (UCC) searches. Act as liaison with Commercial Fulfillment and Commercial Sales Assistant (CSA). Ensure loans are booked as approved
- Facilitate timely receipt of current and adequate financial statements of all types, tax returns, and personal financial statements. Analyze financial statements and document client performance, along with identified risk and risk mitigants
- Understand and can articulate all BB&T Commercial Credit policies, procedures and processes. Recommend credit within the Bank’s risk appetite, including documenting when and why to make exceptions. Also recommend ongoing servicing, including covenants. May require specialized underwriting skills for Commercial and Industrial, Commercial Real Estate, Corporate Banking, Working Capital and other BB&T product offerings
- Support RMs, Market Presidents and Regional Presidents in administration of business portfolio of Region in order to achieve desired results of quality, profitability and growth. Recommend pricing when underwriting credits. Specifically look for opportunities to drive a relationship approach when underwriting new business and looking for Integrated Relationship Management (IRM) opportunities
- Five years of experience in banking industry
- Successful completion of a formalized credit program
- Master’s degree in Finance, Accounting, Economics or Business
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Community Banking Small Business Strategy Manager Resume Examples & Samples
- Provide support and resources for Small Business Specialists (SBS), SBS Team Leaders (TLs), and Small Business Leaders
- Work in partnership with the Regional Presidents, Retail Group Executives, and Retail and Small Business Banking Managers to drive revenue, net income, grow assets, and total sources of the Small Business teams as outlined in the Bank’s profit plan. Drive household growth with regional small business portfolio
- Establish and inspect reporting to measure Key Performance Indicators for SB teams including production, servicing, cross-sales, activity, and pipeline. Address performance issues through Retail and Small Business Banking Managers and Retail Group Executives
- Evaluate performance and provide oversight to ensure Sales Process Management is being executed appropriately
- Ensure that established BB&T sales processes (Consultative Sales and Retention Process, Integrated Relationship Management (IRM)) are properly implemented and mastered through consistent communication to optimize results. This includes ensuring effective usage of applicable Salesforce
- Conduct and lead monthly sales calls with SBS teams
- Ensure that all clients and prospects are provided the Perfect Client Experience (PCE). Routinely inspect effective and proficient execution of the Value Promise. Ensure proper assignment of Small Business Banking clients. Develop strategies and processes to improve effectiveness of virtual client interactions
- Evaluate and communicate specific Small Business Segment Marketing strategies and goals
- Be the liaison and conduit to enhance communications between the SB teams and Marketing, Small Commercial Credit Administration, Deposit Administration, Loan Services and product sales and service areas, to optimize execution of strategies
- Lead integration efforts that provide solutions for SB clients related to Associate Benefits, Risk Management, Payments Services, Capital Formation and Personal Financial Needs. Help create and support an environment that encourages consistent, frequent cross-referrals between IRM partners and SB teams
- Evaluate and make recommendations concerning the Bank’s decathlon and incentive programs for SBS’
- Communicate frequently with the BB&T University to recommend and implement the addition or enhancement of educational courses and materials to improve the quality and depth of product knowledge, sales and service skills, and leadership skills of SBS’. Make recommendations to Retail and Small Business Managers, as necessary, of individuals that may benefit from additional training
- Ten years of banking experience, with emphasis in sales and leadership
- Strong analytical and reporting skills
- Knowledge of bank operations/systems and compliance/regulatory issues
- Stonier or Louisiana State University graduate, or similar banking school or equivalent education and related training
- BB&T Commercial Lending experience
- Completion of an established management or career development program such as BB&T’s Leadership Development Program or BB&T Banking School
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Community Banking Commercial Lending Sales Assistant Resume Examples & Samples
- Assist Relationship Managers with the initial stages of the loan origination process through timely and accurate delivery of information to Commercial Fulfillment and Loan Services
- Support the Client Support Unit (CSU) by pulling necessary reports, following up, participating, scheduling meetings, etc
- Good communication skills, both written and verbal, in relating to internal and external clients and contacts
- Ability to complete all core courses outlined in the CSA training curriculum
- Associate’s degree in related field
41
Community Banking Commercial Sales Assistant Supervisor Resume Examples & Samples
- Assist Relationship Mangers by providing sales support, including assistance with call preparation (e.g. using Vertical IQ, Data.com, Salesforce, the Internet, InSite, and internal relationship information)
- Provide additional sales support by scheduling appointments, ensuring client assignment is accurate, creating prospect lists, entering information into Salesforce, following up with and consistently contacting clients and prospects with letters, emails, etc
- Provide superior client service as related to business loan and deposit services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution
- Assist in basic servicing of business deposit accounts assigned to Relationship Managers, including completion of necessary forms and documentation, verifying accuracy of account openings on the Bank’s deposit system and pulling NSF/OD, At-Risk and Waive/Exception Pricing Reports for review by Relationship Managers
- Assist with hiring, training and meeting other Human Systems requirements for CSA/AA direct reports, including but not limited to setting goals and objectives, evaluating performance, recommending salary adjustments, completing Personal Development Plans, etc
- Assist Market President and Commercial Relationship Managers by regulatory monitoring of performance goals and objectives within the Department. Insure all functions are performed within appropriate guidelines to maintain quality and integrity of goals established
- Three years of experience in loan underwriting documentation, closing and exception clearing
- Very good communication skills, both written and verbal, in relating to internal and external clients and contacts
- Very good organizational skills
- Ability to complete all core courses outlined in the CSA Supervisor training curriculum
- Possess an aptitude for supervisory responsibility and leadership
- Commercial Sales Assistant Certification through BB&T University
- Two years of experience in Commercial Banking Department or similar environment where loan documentation and/or credit transactions are handled
42
Community Banking Credit Approver Resume Examples & Samples
- Ten or more years of experience in an applicable credit risk management environment
- Considerable knowledge of credit policies, credit analysis, procedures and philosophy
- Strong analytical skills in relation to evaluating asset utilization and goals
- Demonstrated analytical and risk analysis skills
- Advanced knowledge of organization, business practices, business philosophy, and ethics
- Excellent verbal and written communication skills
- Knowledge of, or experience in Community Banking line of business preferred.
