My Future Career Plans Essay Example
My Future Career Plans Essay Example

My Future Career Plans Essay Example

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  • Pages: 3 (583 words)
  • Published: October 25, 2021
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After completion of my Bachelors Degree in Finance, in the year June 2012, from the University of California –Berkeley, I applied for a line of work with the Bank of America as a Personal Banker. Subsequently, in July 2012, I was invited for an interview with the Bank and took it and assuredly I had procured a line of work with them. In November the same year, I got a shout from the Human resource director to report to forge with the bank the month of December. On 5th December 2012, I started working at the Bank head offices in California. I reported to the Human Resource Manager’ office, where my academic documents were verified and got orientated with my daily duties and brought out to fellow workmates in the Bank. I was designated an agency as a personal banker.

A Bank is a financial institution with its main activities of providing financial services to

...

the clients while enriching its investors. With the current job markets, there are favorable employment opportunities to people with financial services backgrounds. As a banker, I had the role of establishing and preserving confident client’s relationships, planning and delivering effective sales strategies and monitoring the progress of the new and the already existing financial products. Likewise, other duties were processing any stop payments, wiring funds transfers, placing the check orders, processing the special instructions on several stories and the general file maintenance. I was as well, responsible for consistently executing the sales procedure (an opportunity management, needs assessment and making follow-ups) and searching opportunities to give a distinctive client service on each Clients interaction.

I performed daily office chores such as accoun

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transactions, accounts maintenance, customer mails, to balance and to monitor the cash items, social club and prepare cash shipments and an assemblage of the items was part of my character. On the other hand, other roles included consistently meeting or surpassing the goals that have been set by the branch management by effectively and efficiently cross-selling the bank products and the services to both current and the potential customers. While I was in California as a personal banker, I linked the California Independent Bankers Association and acted as their treasurer, a member of the California Credit Union and a director with the California Community Bankers.

After working consecutively for 2years with the banking sector in California branch, I was raised to a post of a senior personal banker, to the head headquarters office. I reported to the new office in July 2014. The main office branch was quite challenging, with a high number of customers and the high workload. In this branch, I used up the roles in my office where I was responsible for overseeing the banking duties and managing the everyday financial activities for the customer's personal accounts; I also traded heavily with marketing the Bank products and services such as cold calling and assisting in building a client infrastructure. It was with this senior position I made a professional experience in the banking sector dealing clients, networking issues and explaining investment options to potential investors. It in this post also, I acquired an excellent oral and written communication skills, stronger financial modeling and analytical sciences, an outstanding ability in the accounting and auditing and a broad knowledge of invoice management, economic and marketing

sciences.

Through the experience I have earned in the Banking sector, I would like to enter for a Masters program in the finance and economics, to advance my career in banking.

 

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