Banking Consultant Resume Examples

Results-oriented Banking Consultant skilled at building rapport with customers and laying out optimal banking service packages. Proactive professional who excels at cold and warm calling as well as giving sales presentations. Keen negotiator communicator and project manager.

• Establish 30-80 new business accounts each month.
• Build productive clients relationships leading to repeat and increased business.
• Recognized as top revenue generator increasing sales by 60% in 2012 alone.
• Take inbound business calls and set up appointments for presentations.
• Work with management to develop promotional programs to optimize revenue.

• Participated in incentive programs and contests to support achievement of revenue goals.
• Delivered on-site presentations outlining bank services to businesses.
• Created customized service packages and set up appointments to initiate processes.
• Warm-called potential clients to connect and determine business needs.
• Trained new consultants on effective sales and service techniques.

• Cold called local businesses to develop network and offer services.
• Set up on-site meetings with business owners to outline proposals.
• Provided comprehensive assistance to help businesses adopt new services.
• Excelled at exceeding sales goals by 10% or more each month.
• Developed tool to track and monitor sales opportunities prospective deals and finished contracts.

Minor in Marketing