Sample Resume of Banking Associate with Template & Writing Guide

Resume of Banking Associate

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Description

Pallavi is an aspiring Banking Associate with past experience of working in a reputed bank. She delivered excellent customer service, assisted with explaning customers about new services, and accompanied officers on sales call outside the bank. She is totally familiar with bank's main functions such as credit, deposit, and investment products and with this Resume, she is looking forward to opportunities to expand her understanding of how the bank works.

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Resume Skills and Keywords for Banking Associate

Banking Associates help clients create positive relationships by doing support duties. Their responsibilities include greeting clients, processing requests and documentation, gathering and confirming requirements, responding to enquiries and concerns, and providing clients with additional services and goods. They may also prepare progress reports and financial accounts, as well as interact with team members and communicate with outside authorities. In addition, as a banking associate, you must deal with difficulties and complaints while complying with the bank's laws and regulations.

Skills required for a Banking Associate's role

Business Development
Banking Laws and Regulations
Cash Handling Expertise
Relationship Development
Reporting and Documentation
Branch Operations
Customer Relationships
Account Maintenance
Due Diligence
Customer Transactions

What recruiters look for in a Banking Associate's resume:

Proficient in working closely with customers and businesses to better assist with HSA banking, and closing accounts via email and phone communication.
Skilled in following up with customers regarding KYC and other account-related updates.
Competent in analyzing each movement in full detail while meeting all SLAs.

What can make your Banking Associate's resume stand out:

A strong summary that demonstrates your skills, experience and background in banking

Highly analytical and deadline-driven banking associate with successful relationship management skills in the ultra-high net worth space, performing due diligence, maximizing revenue potential and handling complex transactions.

Targeted job description

Monitor multiple cases while keeping track of SLAs and B2B communications.
Create and design general correspondences, memos, charts, tables, graphs, business plans, and PowerPoint presentations.
Assist with internal and external audits of the bank's residential mortgage portfolio and loan service for the secondary market.

Related academic background

MBA | SRM UNIVERSITY, SONEPAT | 2019
B.Tech (Computer Science) | IIT, Delhi | 2016
Higher Secondary | St. Marys Academy, Dehradun | 2012
Senior Secondary | St Marys Academy, Dehradun | 2010

Resume of Banking Associate in Text Format

PALLAVI RAO

Banking Associate

9878564481 | rao.pallavi@gmail.com | Linkedin.com/in/pallavi-rao | 23/4, Nawab Street, Ahemdabad

SUMMARY

Highly analytical and deadline-driven banking associate with successful relationship management skills in the ultra-high net worth space, performing due diligence, maximizing revenue potential and handling complex transactions.

EDUCATION

MBA | SRM UNIVERSITY, SONEPAT | 2019
B.Tech (Computer Science) | IIT, Delhi | 2016
Higher Secondary | St. Marys Academy, Dehradun | 2012
Senior Secondary | St Marys Academy, Dehradun | 2010

PROFESSIONAL ENHANCEMENTS

Courses

Course in corporate banking from IIM, Lucknow in 2019.
Online course in investment banking in 2018.

EXPERIENCE / INTERNSHIP

Banking Intern | Yes Bank, New Delhi | May 2018 – Aug 2018

Provide dedicated support to a banking manager and assist with the management of the diverse portfolio.
Assisted with origination and execution of corporate finance transactions.
Worked with managers to assess and analyse customers’ risk prole.
Operated network computers and software, and other equipment necessary to handle financial transactions.
Maintained knowledge in the developments in the core product set to explore and refer opportunities
Assisted in monitoring calling plans to ensure business development is pursued across the client base and that deals are replicated.

Software developer | PWC, Bangalore | Jul 2016 – Jul 2017

Generated backend programming utilising LAMP stack, Linux, Apache and MySQL frameworks.
Designed and implemented PHP web application to streamline high server trac resource configuration and allocation.
Actively involved in business development activities to help identify opportunities for new and existing clients.
Assisted in the management and delivery of large projects.

SKILLS ( TECHNOLOGY / FUNCTIONAL )