Bank Branch Manager Resume

Added on July 3, 2011 in Accounting and Banking Resumes, B, Management Resumes by admin

CRAIG PERRY

19 Baseline Road Mesa, AZ85201 702.777.7777craigperry@internet.com

FINANCE – BANKING

Branch Management/ Customer service

Well-qualified and results-oriented Finance and Banking professional with experience and demonstrated accomplishments developing corporate growth, stability, and financial performance. Skilled analyst with strong organizational and communication abilities, and proven leadership qualities. Broad-based understanding of financial needs at all levels of business including evaluating, analyzing, and communicating financial data. Demonstrated broad-based strengths and accomplishments in:

Finance banking Project Management Customer Service Relations

Sales Management Communications Branch Management

Teller Operations Loan/Account Origination Problem Solving

Continuing Education Strategic Management Marketing Financial services

Team management eBusiness Management Strategic Leadership

Recipient – Commerce Capital markets Referral Award –July/August 2006

PROFESSIONAL EXPERIENCE

UMB Financial Corporation, Scottsdale, AZ – 2002 to Present

CUSTOMER SERVICE REPRESENTATIVE (CSR)

Counsel clients in the selection of financial products in order to meet their financial planning and banking needs. Create and process client accounts providing excellent customer service. Sell and refer bank products based on specific sales focus (Commerce Capital Markers, Commerce National Insurance and Residential Mortgage). Identify prospective clients and develop and implement presentations for clients. Originate and process consumer and mortgage loan applications. Extensive knowledge of bank lending policies, practices, compliance, and underwriting criteria. Familiar with processing collateral loans, unsecured personal bans, asset-based loans, and mortgage-based loans. Process a myriad of loan documentation performing research activities when necessary.

Accomplishments

• Consistently met and exceeded sales quotas and standards by cross-selling and up-selling bank products and services

• Increased branch loan production volume

• Sold a variety of loans by pulling CBA, creating loan worksheets, and making recommendations to lenders upon request

• Ensured tint loan policies and procedures were followed in accordance with audit guidelines

WISHING WELL ENTERTAINMENT, Mesa, AZ -2001 to Present

BUSINESS MANAGER/PRINCIPAL

Established and currently manage Internet and mail order entertainment media business Implemented strategic marketing programs successfully retaining clients and achieving market position. Instituted pricing structure after conducting extensive marketing research utilizing industry resources. Explored marketing and advertising opportunities adding value to new initiatives. Tracked data and improved business operations accordingly.

Accomplishments:

• Grew annual revenues to $40K

• Authored inventory item descriptions and managed customer service relations

EDUCATION

ARGOSY UNIVERSITY, Phoenix, AZ

BA— History, Minor—Politics

COMMERCE UNIVERSITY BANK COURSES

Finance, Supervision, Business Management, Consumer Lending, Customer Service, loan Products, Privacy Compliance, loan Underwriting, BSA/AML, Foreign Assets Control, Bank Secrecy, etc.

Computer Skills

Microsoft Office, Lotus Notes, dBase, Basic, HTML

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