Account Officer Resume

Walter Bess

1000 Brown Street

Concord, CA 94520



Job Objective Seeking an opportunity by filling an Account Officer position to help the right organization boost productivity and benefits.

Summary of Qualifications:

  • Vast experience of credit analysis related work in banking business
  • Sound knowledge of all commercial bank laws, bank products, services, policies and procedures
  • In-depth knowledge of accounting, credit, and lending principles
  • Deep understanding of wide range of Cash Management products
  • Amazing ability to quickly adapt changing business situations
  • Proficient with word processing and spreadsheet, and databases
  • Strong judgment and problem solving skills
  • Excellent verbal and written communication skills

Work Experience:

Account Officer, August 2005 – Present

People’s United Bank, Concord, CA

  • Developed credit applications, both for new, renewals and extensions.
  • Corresponded with customers and their various kinds of inquiries and requests.
  • Monitored credit, maintained and updated credit files and conducted covenants checks.
  • Gathered information related to customers’ business, industries and markets competitors.
  • Prepared regulatory examinations and internal/external audits.
  • Prepared credit documents, control sheet to individual credit facility, documents relating to non-credit business.
  • Instructed, supported and educated Account Analysts and Assistants.

Account Officer, May 2000 – July 2005

Houston Private Bank, Concord, CA

  • Analyzed client trends and issues, recommended solutions tailored to clients’ specific needs.
  • Identified cross-sell opportunities and forwarded to bankers and product partners in order to close and provide advice to the client.
  • Researched, analyzed and interpreted to resolve client inquiries and problems through effective interaction.
  • Managed client transactions timely and accurately as per existing policies and procedures.
  • Coordinated and followed client requests for products and services.


Bachelor’s Degree in Business Administration, Northwestern Oklahoma State University, Alva, OK

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