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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ (xxx-xxx-xxxx ~

career profile

qualified banking professional with 10 year unique combination of expertise in performing bank operations and financial management, including report generation, bank / check reconciliation, and balancing cash / credit transactions. recognized as a strong leader of cross-functional teams. identify and implement leading business solutions that propel sales revenues to new levels. astute leader able to forge solid relationships with customers, staff, vendors, and upper-level management. bilingual in spanish/english core competencies include:

         personal/business banking

         policy & procedure adherence

         inventory management/control

         marketing & promotion plans

         account maintenance

         product knowledge

         team building & leadership

         customer relations and satisfaction

         sales & revenue optimization

         cash management

professional experience

chase bank, wheaton, il, 5/1992 c present

business banking client service professional, 12/2006 c present

  • provided sales, loan and depository support to business banking clients within the relationship managers channel.
  • contributed to branch achieving its annual sales and customer retention goals. 
  • built effective relationships with business partners, working closely on customer acquisition strategies and retention efforts and developed new marketing campaigns. 
  • focused on protecting the bank image and further enhancing its image and developing additional business.
  • managed clients, with emphasis on cross selling and deepening customers relationship with the bank; focused on building and retaining relationships through specific customer contact and sales goals. 
  • developed existing client relationships and prospected for new business. 
  • conducted customer service according to the bank s service excellence standards. 
  • limited branch risk to preventable losses by ensuring that all branch staff is vigilantly aware of suspicious activity and that they are current on operational changes. 
  • made sure branch adhered to operational policies, compliance requirements, and security measures. 


sales & service associate, 5/1992 c 12/2006

  • delivered stellar client relations to generate repeat business and higher customer satisfaction scores; consistently rated top branch referrer.                               
  • promoted diverse banking products that meet a variety of personal and business financial needs; generate revenues through checking / savings accounts, money markets, loans, ira / special investment products.
  • examined deposits, withdrawals, and checks for endorsements to verify legality and integrity of documents.
  • supported personal bankers with research work relating to fraudulent activities, loan funding, follow up, and account maintenance.


h&r block, glendale heights, il

ta preparer, 1/2005 c present

  • computed taxes owed or overpaid, using adding machines or personal computers, and completed entries on forms, following tax form instructions and tax tables.
  • checked data input or verified totals on forms to detect errors in arithmetic, data entry, or procedures.
  • consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
  • furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
  • interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.



bachelor of science, secretarial science

conalep university, iguala guerrero, mexico



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