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 ) 

  • Business Development 
  • Banking Laws and Regulations 
  • Cash Handling Expertise 
  • Relationship Development
  • Reporting and Documentation 
  • Branch Operations 


EXTRA-CURRICULAR 

  • Volunteering Volunteered for awareness programme on World Health Day in 2018. 
  • Volunteered for Business Conclave Event at IIM, Lucknow. 

Participations 

  • First runner up in Entrepreneurship Competition organised by placement cell of IIM, Bangalore. 
  • Member of College’s Placement cell. 

Languages 

  • English 
  • Hindi