Chronological Resume Format Samples Page 2
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7Example 1: Chronological Format
MIKE P. BRADY
713-555-4455
SUMMARY
Proven Financial Services Executive with extensive experience concentrated in Consumer Banking and
Brokerage, specifically: retail branches, business professionals, high net worth clients and new business
development. Strong sales and marketing experience implementing growth strategies to leverage cross-
selling opportunities. Designed and marketed bank and investment products/services for client
acquisition. Impactful people manager and team leader with a very successful track record.
EXPERIENCE
LARGE BANK
, City, State
2010 – XXXX
Vice President/Managing Director
Led a team of Bankers, Relationship Officers and Service professionals targeting active wealth clients
with $25MM net worth.
Generated new business revenue in excess of $8MM on a base of 250 clients while increasing net
•
revenue to over $24MM.
Grew assets to over $175MM, including deposits, investments and capital market products.
•
Increased credit facilities over $250MM.
•
Selected to test new sales management system subsequently rolled out to ST Private Bankers.
•
Individually marketed to and acquired accounts of eight high net worth families including two
•
centamillionaires and one Forbes 400 family.
ANOTHER BANK, (formerly Yet Another Bank)
, City, State
2005 – 2010
Senior Vice President
(2008 – 2010)
Managed $2.5B in assets with six State Private Bank offices and generated $30MM in revenue, while
growing the client base 15 percent to 2,800 accounts. Directed the conversion team merging the Trust
Department into the Private Bank.
Implemented a strategic business plan and opened six branch offices in state.
•
Built a cross-sales referral program selling credit, brokerage and retail banking services to high net
•
worth trust clients resulting in incremental revenue of $10MM.
Developed and implemented a relationship pricing program resulting in a $1.2MM increase in
•
incremental fee income.
Senior Vice President
(2005 – 2008)
Built the integration model to establish the bank’s brokerage services group in the consumer line and
implemented a new sales compensation program to cross-sell investments and bank products.
Increased sales over $200MM and net fee revenue over $45MM while implementing upgrades in
•
compliance and service.
Introduced allocation modeling in a packaged mutual fund program with first year sales of $30MM.
•
Repositioned brokerage services from an outside broker dealer to an in-house program saving
•
$1.5MM.
Increased fee income production per investment consultant from $120MM to over $240MM.
•
THAT LARGE BANK AGAIN
, City, State
2000 - 2005
Sales & Marketing Director
(2003 – 2005)
Directed the branch sales and marketing team promoting Product, a bundled package of investment,
banking and credit services targeting business owners, professionals and high net worth branch clients.
Developed sales programs that identified Product retail bank prospects. Built three Product branch
centers.
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