Penny Banks
Motivated and client-oriented professional seeking a personal banking officer position with XYZ Bank, where I can
apply my relevant academic knowledge and use my outstanding interpersonal skills while assisting customers.
Telfer School of Management student with a passion for financial planning and customer service
Knowledge of a wide variety of banking services and products gained through research and experience
Recognized as an organized, thorough, and focused individual with strong attention to detail
Fluently bilingual in French and English, with working knowledge of Spanish
Developed strong cultural awareness and sensitivity, and a high International IQ through international
travel and experience
Successfully completed courses focused on corporate finance, fixed income investments, portfolio
management, international financial management, options and futures, and equity valuation
Sound understanding of the securities industry: nearing completion of the Canadian Securities Course
Honours Bachelor of Commerce, with an option in Finance
University of Ottawa, Telfer School of Management, Ottawa, Ontario year - present
Expected graduation date: month year
Financial Customer Service Representative (part-time) year
TD Canada Trust, Ottawa, Ontario
Demonstrated excellent client service abilities while assisting with financial transactions such
as deposits, withdrawals, bill payments, money orders and transfers, and foreign currency exchanges
Processed customer cash deposits and withdrawals, cheques, transfers, bills, credit card payments, money
orders, certified cheques and other banking-related transactions
Obtained and processed information required for the provision of services, such as opening accounts,
establishing savings plans and purchasing bonds
Balanced daily transactions using internal computer programs and verification systems
Billing Associate summer year
Enterprise Rent-a-Car, Ottawa, Ontario
Gathered purchase orders, sales tickets and charge slips and compiled data related to major clients
Prepared invoices, sales records, amounts due, credit terms, and dates of shipment
Typed bills of lading and listed key information regarding items sold using specification book
Inputted credit memorandums to indicate returned or incorrectly billed merchandise
Posted transactions to accounting records, such as worksheets and ledgers
2.2. The sample finance résumé°www.telfer.uottawa.ca/careercentre
PROFILE AND QUALIFICATIONS
RELEVANT FINANCIAL KNOWLEDGE
FINANCE RELATED WORK EXPERIENCE