Sample Finance Resume Template

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Kimberly Clark
34th Street, Manhattan, NY 12345
Phone: (123)-85224
E-mail: [email protected]

Objective: Seeking a Chief Financial Officer position in a reputed company

Qualifications

• More than 10 years of experience in Banking Relations and Management
• Result oriented banking professional and expert in Business Development, Strategic Planning and achieving target sales
• Excellent oral and written communication skills
• Strong leadership and team-building skills

Experience

Vice President,                                                                                                                                                2013-Present
LMN Bank, Boulder Junction, NV

• Planning and coordinating events for new client acquisitions
• Responsible for sales plan development of HNWI (high-net-individuals)
• Developing new clientele of HNWI accounts and retaining existing clients
• Achieved highest sales of investment management accounts in 2015, generating $2 million in fees
• Providing training to business development managers about new investment products

Unit Manager,                                                                                                                                                 2006-2013
ABC Bank, Inc., Henderson, NV

• Responsible for achieving production targets for new deposits and loans
• Prepared and successfully implemented a marketing plan for sale of credit that includes estate planning, loan disbursement and investment management
• Arranged and conducted training for relationship managers and investment officers as a marketing initiative
• Successfully managed corporate portfolios and enhanced the quality of the portfolios
• Recognized for providing excellent service delivery and building customer relationships
• Consistently generated high level of fee income by disbursements of loans and attracting deposits

Education:
M.S. in Business Administration: May 2005
University of New York, WA
Major: Finance

B.S. in Finance: May 2003
University of New York, WA

Professional Affiliations
Chairmen of American Association of Banking Professionals: 2008
Vice-President of American Association of Investment Analysts: 2012

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