JAMES Q. JONES
647 Bloomsdale Drive
Minneapolis, MN 90000
firstname.lastname@example.org • • • • 800.500.8000
Performance-driven, insightful investment banker with a proven ability to achieve and
exceed all business development and revenue-generation goals in high-pressure
Skilled at consulting with clients to delineate and analyze their financial situations
and develop strategic solutions to further their financial-planning goals.
Relationship development expertise that complements the ability to aggressively
build solid client base and drive revenue growth.
Comprehensive knowledge of and experience in leveraging numerous
investment instruments in a variety of complex scenarios.
Proven leadership and team-building skills, coupled with the ability to direct
strong teams in managing customer relationships and providing investment
FIRST NATIONAL BANK, Minneapolis, Minnesota
1998 - Present
Built a solid record of achievement and advancement through increasingly responsible
financial investment positions.
Investment Officer (2003 - Present)
Manage relationship-banking team, ensuring production of revenue levels and territory
profitability. Lead team in investment product sales and delivery of customer relationship
management techniques. Collaborate with clients to assess individual financial situations
and develop strategic financial planning solutions. Oversee securities transactions, funds
transfers, margin accounts and option trades.
Consistently maintained 100 percent or better of established production goals;
achieved 127 percent of 2004 business development goal set at $10 million in
Recognized for outstanding professional acumen with national awards for annual
production of Alliance Capitol and AIM mutual funds in 2004 and 2005.
Investment Consultant, Private Banking (2001 - 2003)
Served as key team member in the brokerage services of fiduciary, investment
management and private banking services to new and existing high net worth clientele.
Established and maintained strong relationships with fixed income investment clients to
continually drive revenue growth.
Surpassed customer retention and business development goals by building
client base to more than 600 investors.
Received Alliance Capitol Advisory Award for ranking among the top 200
advisors worldwide in new business development.