Houston, TX
... WORK EXPERIENCE HOME BANK-HOUSTON, TX JUNE 2022-PRESENT Universal Banker • Up to date and comprehensive knowledge of related policies and procedures and rules and regulations across deposit and lending process. • Deepens existing customer ...
- Apr 18
San Antonio, TX
... January 1999-2004 Personal Banker II New Accounts, Investments Home Equity Specialist Conseco Financial Mortgage Division November 1996-1998 Area Manager Home Equity Purchase Money Refinance Collections Texas Commerce/Chase August 1986-1996 Personal ...
- Apr 16
San Antonio, TX
... Broadway National Bank, Relationship Banker II, April 2018 –March 2019 I served consumer and commercial customers face-to-face and over the phone with teller transactions, new accounts and loans in 3 of our flagships, high volume financial centers. ...
- Apr 12
Arlington, TX
... pre-assessment visits while ensuring medical records are complete and accurate JP Morgan Chase Bank, Arlington, TX Telephone Banker, 10/2010-02/2012 • Provided friendly customer service over the phone to customers of Chase regarding their financial ...
- Apr 09
San Antonio, TX
... JPMorgan Chase, Jacksonville, FL Dec 2007 - Mar 2011 Telephone Mortgage Banker Primary functions were to review borrower credit for monthly expenses, and ensure borrower has an escrow account set up to ensure the borrower is making a full Principal, ...
- Apr 08
Carrollton, TX
... with 10 key RELEVANT EXPERIENCE PERSONAL BANKER II BBVA USA 2020-2021 Achievements Meet or exceed monthly goals 95% of the time Trained in Salesforce Platform Responsibilities Create new business strategies to promote bank services each month. ...
- Apr 08
Richmond, TX
... of America, Golden Valley, Minnesota (equity placement) and others Enhanced and grew Registered Investment Advisory business KEY ACCOMPLISHMENTS: Developed and coordinated investment banking relationships with six key Investment Banker firms in ...
- Apr 04
Austin, TX
... JANUARY 2012 – APRIL 2017 PERSONAL/BUSINESS BANKER, FIRST CAPITAL BANK OF KENTUCKY Louisville, KY • Conducted financial analysis and maintained client confidentiality. • Proposed sales and promotional campaigns. • Managed client and candidate ...
- Apr 03
Watermere at Southlake, TX, 76092
... Personal/Business Banker JPMorgan Chase – Dallas, TX Oct 2010 – Nov 2012 Built and grew relationships with small business customers. Cross-sell banking products and services to meet customer needs. Responded to inquiries and provided personalized ...
- Apr 02
Spring, TX
... Oversee new student hire documents and manage procedures for tracking student classes and schedules Increased student base and enrollment through daily advertising of specials, new promotions for the learning programs IBC Bank, Houston, TX Banker ...
- Apr 02