Senior Banker Cover Letter

Please consider me for the senior banker opportunity. I am including my resume that lists my qualifications and experience.

In my previous role, I was responsible for professional advice and assistance to Relationship Managers for credit related matters & products and represent CRM in credit related bank internal projects.

Please consider my qualifications and experience:

• Act as a senior referral point for sales and service staff for more complex customer interviews and transactions (primarily Home Lending)
• Assist the branch to meet and outperform its business goals
• Mutual Fund Representative (MFR) licence or IIROC licence an asset
• Knowledge of banking products and services in both personal and commercial banking
• Leadership abilities, autonomy, perseverance, teamwork
• Lead a team to deliver solutions and insights to Private Bank clients
• Provide coaching, guidance and regular feedback
• Create growth opportunities through business development initiatives

I submit this application to express my sincere interest in the senior banker position.

In the previous role, I was responsible for subject Matter expertise and support to internal partners including Retail Distribution Finance, Community Banking, HR, Branch Strategy & Solutions, Wealth and Small Business Banking on initiatives impacting branch banking staffing and scheduling.

Please consider my experience and qualifications for this position:

• Extensive experience in relationship banking and advice experience
• Professional level of bi-lingual skills
• Cultural understanding and intelligence to manage cultural sensitivities of clients and staff
• Knowledge of a personal computer and software, including Microsoft Word and Excel
• Experience in customer driven and sales oriented role preferably within retail and/or sales
• Accreditation in Full Mortgage, Simple Wealth and Small Business
• Demonstrated leadership and coaching capabilities and can act as a role model
• Strong customer focus and well verse in various technology

I submit this application to express my sincere interest in the senior banker position.

In my previous role, I was responsible for detailed instruction to ensure proper preparation, registration, and validation of security documentation as per terms and conditions of authorized credit and in compliance with Bank Lending Policies and Procedures to ensure bank assets are safe and secure.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Understand and meet the needs of current and potential customers through quality interactions and recommending financial solutions
• Build advocacy with customers through exceptional service that drives repeat business and retains customers
• Contribute to a significant uplift in customer engagement and advocacy, and create real customer value
• Conduct advanced analysis of financial information
• Act as a senior referral point for staff for more complex customer interviews and transactions (predominantly Home Lending)
• Provide professional expertise to customers to help them meet their financial needs and goals
• Proactively share client information
• Credit underwriting experience with business for self clients

I submit this application to express my sincere interest in the senior banker position.

In the previous role, I was responsible for credit decisions on Commercial and Industrial Loans and Commercial Real Estate loans with complex credit arrangements.

Please consider my qualifications and experience:

• CFP or commitment to attain CFP within 18 months of entering the role]
• Champion the ICARE Values with customers, colleagues and community
• Energy and initiative with a passion for customers
• A focus on developing customer and stakeholder relationships
• Well-developed knowledge of retail banking
• Home Lending experience (preferred)
• Continuous improvement and professional development motivation
• Bilingual proficiency in Mandarin and English preferred

Please consider me for the senior banker opportunity. I am including my resume that lists my qualifications and experience.

In the previous role, I was responsible for support for branch customers by offering a wide range of bank products and services, including safe deposit box management, merchant/vault and ATM processing, foreign currency exchange and new account opening.

Please consider my qualifications and experience:

• Expert knowledge of bank products, credit, commercial lending and loan management techniques
• Financial Planner diploma from IQPF
• Strong communication skills – oral and written in French and in English
• Proficient in all aspects of IRA’s and complex business accounts
• Current State insurance license, if applicable
• SAFE Training
• Home Lending experience is highly advantageous
• Strong focus on Business Development and Client/Asset gathering from existing private clients, maintenance and defence of existing client book