Bank Management Executive Resume Sample

This reverse chronological resume format lists job experience starting with your most recent position and ending with your first job. Is widely accepted and is applicable to most job seekers. The reverse chronological order resumes are easy to read and can highlight career growth.

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FirstName LastName

Street Address · City, ST ZipCode, Country · phone: Phone # · Email Address

Branch Management / Back Office Operations

Highly accomplished and results-oriented Financial and Bank Management Executive with a 15+ year track record of success developing corporate growth, stability, and financial performance. Possess outstanding organizational and communication abilities, and demonstrate proven leadership skills. Strong financial management background includes experience in financial and cost accounting, budgeting, strategic planning, reporting and cost control. Experienced at building and leading teams of up to 55 employees. Consistently leverage information systems to maximize productivity. Core Competencies include:

  • Finance and Banking
  • Global Custody Operations
  • Team Management
  • Securities Lending
  • Mortgage-Backed Securities
  • Loans Compliance
  • Corporate Trust
  • Problem Solving
  • Offshore Fund Administration


Bank of America, New York, NY 1997 to 2006


Managed the bank’s U.S. domestic custody business, including oversight for teams of up to 55 employees and 400 account transactions. Provided office support for all fiduciary areas in Trust and Private Banking. Responsible for trust operations control and safekeeping services for client disbursements, asset management system balancing, vault services, central files, and class action litigation processing. Significantly upgraded service and product offerings implemented a trade initiation and client reporting Internet product and significantly reduced customer defections.

Client Services: Recruited to retain and increase business from the bank’s most prestigious and profitable clients

  • Ensured the retention of Japanese security businesses and gained significant new business from all other Asian markets, a $22B total.

Trust Operations: Challenged to streamline back-office operations, cut expenses and improve efficiencies of a 55-employee team.

  • Promoted several high performing team members, created innovative work processes that enhanced productivity and reduced poor performing and/or redundant staff, resulting in a $1.4 annual company savings.

Back Office Operations: Orchestrated the paid bond and related cash account reconciliation and reduction process.

  • Reduced number of un-reconciled paid bonds and related cash accounts by 1000%, from over 3 million to 30,000, a project that left unfinished posed a significant liability to the bank.

Process Improvement: Orchestrated an overhaul of the bank’s antiquated client term note payment process.

  • Researched feasibility of the two best options – conducting a system conversion or exiting the business. Managed the system conversion process from conception to execution, including vendor selection and ultimately, marketing the system to other customers. Successfully turned disgruntled customers into satisfied ones.
PNC Bank, New York, NY 1988 to 1996


Launched global securities lending business and merge corporate trust operations.

Growth / Improvement: Selected by the General Manager to spearhead the development, research and execution of a Global Securities Lending product for the bank’s Sao Paulo Branch.

  • Successfully grew product revenue to over $4M per annum.
  • Within two years, increased loans under management by 20%, from $1B to over $20B.
  • Conducted thorough research on the potential benefits and risks to the bank, including writing a detailed business plan, designing the product profile and spearheading the internal product review and approval process.
  • Obtained regulatory approval, prepared legal agreements, assessed potential tax consequences under various tax treaties, obtained credit lines for borrowers, evaluated market and operations risks for 30 countries, selected staff of 5 and a system vendor, managed the system installation, and wrote procedures.


Michigan State University, East Lansing, MI
BA – Economics, Minor – Political Science


Anti Money Laundering (AML)
Bank Secrecy Act (BSA)
Office of Foreign Assets Control (OFAC)
Suspicious Activity Report (SAR)
Financial Crimes Enforcement Network (FinCEN)
USA Patriot Act
Sarbanes-Oxley Act (SOX)
W-1099 and W-1042 Reporting


Microsoft Excel and Word; SWIFT; DTC; Fluent in Spanish and Italian

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