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Professional Banker Resume Samples
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0-5 years of experience
Opened and closed individual checking accounts, savings accounts, and small business accounts, at different levels of ownership such as individual and joint
- Efficiently issued and cashed Certificates of Deposit, Official Checks, Money Orders, and Traveler Checks
- Successfully performed various types of monetary transactions, such as international wire transfers, deposits, and withdrawals
- Scanned and inspected for fraudulent checks and followed proper protocol when suspicious checks where found
- Organized marketing events at small local businesses to promote products and services, created presentations to explain the benefits of direct deposit to employees, and closed all marketing events by opening employee accounts
0-5 years of experience
Selected to participate the Citibank Personal Banker Trainee Program, 17 out of 300+; trained for superior consumer banking knowledge and sales skills.
- Evaluated client portfolios, performed quantitative and qualitative research on market trends and fund performances to provide optimum holdings for clients.
- Expanded client base by six within one month; introduced Citibank financial products and services and tailored suitable wealth management plan to address customer needs.
- Managed financial services to CitiBlue and CitiGold members, offering updated financial news and professional suggestions to address customer inquiries.
0-5 years of experience
Developed meaningful relationships with clients to promote loyalty
- Identified a minimum of eighty customer needs per day and advised clients accordingly
- Effectively communicated solutions using logic and reason, tailoring products to specific needs
- Opened a minimum of eight accounts per week to deepen bank relationship
- Reconciled bank tickets daily
- Consistent attention to detail and precise cash handling
- Maintained privacy, adhering to policy, ethics, and due diligence
10+ years of experience
Help customers identify and achieve their financial goals by recommending appropriate products and services. Proactively source, acquire, expand and retain customer relationships while maximizing sales opportunities. Assist the branch manager in administering branch activities and supervising employees.
- Transform service transactions to appropriate sales opportunities according to customer need
- Develop strategies to grow client base and implement sales plans to target prospective customers
- Cross sell banking services, resulting in deeper customer loyalty and increased revenues
- Assist in hiring of tellers; supervise, coach and ensure participation in corporate orientation and training programs
- Complete reports and perform general office duties in addition to processing and balancing transactions
- Oversee human resources functions, including schedules, discipline, compensation and personnel evaluation
- Improved customer retention by over 25%; met all branch and personal sales goals and recognized as top salesperson
0-5 years of experience
Performed assigned duties related to the handling of customer transactions, responsible for $25,000 + cash daily.
- Supported administrative staff and team members as needed & assisted with balancing and closing of the bank.
- Processed incoming and outgoing mail, maintained all files.
- Processed customer transactions, such as deposits, withdrawals, assist customers with reconciliation of check books, issued money orders, cashier checks, travelers’ checks, temporary checks and foreign currency.
- Assisted customers with new bank products, problems, complaints and balancing their check books.
- Knowledge of bank products and services with the ability to cross-sell.
10+ years of experience
Help customers identify and achieve their financial goals by recommending appropriate products and services. Proactively source, acquire, expand and retain customer relationships while maximizing sales opportunities. Assist the branch manager in administering branch activities and supervising employees.
- Transform service transactions to appropriate sales opportunities according to customer need
- Develop strategies to grow client base and implement sales plans to target prospective customers
- Cross sell banking services, resulting in deeper customer loyalty and increased revenues
- Assist in hiring of tellers; supervise, coach and ensure participation in corporate orientation and training programs
- Complete reports and perform general office duties in addition to processing and balancing transactions
- Oversee human resources functions, including schedules, discipline, compensation and personnel evaluation
- Improved customer retention by over 25%; met all branch and personal sales goals and recognized as top salesperson
6-10 years of experience
Managed book of business for existing clients and identified cross-selling opportunities.
- Recognized financial solutions by establishing new bank accounts for consumer and business clients.
- Well-trained in profiling new customers to ensure satisfaction with all recommended Chase products.
- Successfully identified investment and retirement solutions for all customers.
- Processed various loans and lines of credit to include: personal, business, and home equity.
0-5 years of experience
Responsible for selling and maintaining all financial bank products and generating potential business for financial consultants
- Opened and maintained customer accounts and built strong customer relationships
- Assisted customers in the loan process from start to finish
- Accountable for communicating all bank procedures to customers and other employees, also identify and resolve conflicts
- Assist customers with all changes and maintenance regarding their personal and professional accounts
- Responsible for achieving quarterly sales goals for personal and business checking, new money deposits, loans, and business partner referrals
- Review and authorize legal documents regarding customer accounts
0-5 years of experience
Opened and closed personal & business accounts
- Maintained and managed client financial records for immediate response to various needs
- Provided teller customer service customer
- Researched and addressed customer concerns about account activity
- Consulted and educated customers financial products and services
- Reconciled cash flow balance at the end of the business day
6-10 years of experience
Managed a portfolio of affluent households
- Increased market shares by reviewing and meeting customer’s needs for products and services
- Consistently met and exceeded goals
- Promoted to Assistant Vice President
0-5 years of experience
- Interacted with customers to increase satisfaction by providing various financial education
- Created good customer experience by processing their transactions accurately, efficiently, and in a timely manner
- Improved and created new customer relationships by identifying customers’ needs and referring financial products/services
- Assisted in selling the bank’s services to prospective customers
0-5 years of experience
Align call center training program development and delivery with business needs and goals.
- Maintain a core team, promote team spirit and individuality, and meet and exceed sales goals.
- Manages development, delivery and evaluation of employee implementation of policies and procedures.
- Provide extensive feedback, answer questions, and act as first point of contact for call center associates.
6-10 years of experience
Accounting functions: General Ledger, and Adjustments
- Layout program knowledge to customers and business clients
- Innovation/ Incorporating new office procedures and spreadsheets/ emailing correspondence
- Maintained accurate records and resolved issues as they arose
- Loan opening and reporting information on spreadsheet to senior management.
- Performed audits and analyze documentation.
- Handled personal and business inquiries.
- Analyzing source documentation and proactive in researching disputes.
0-5 years of experience
Maintain heavy cash handling with accuracy and efficiency.
- Consistently generated additional sales thorough product knowledge and friendly service.
- Type and fax business correspondences and distribute incoming mail.
- Create, Update and file confidential financial records.
- Review and recommending product that will best benefit customer upgrading customer from regular checking to CD’s and Money Markets accounts.
- Strictly following government laws and regulation ensuring proper training and courses are taken.
0-5 years of experience
Vault Teller Transactions: Responsibility of high volume cash and check transactions
- Professionalism: As a member of a financial institution you must maintain professionalism at all points.
- Sales Oriented: Assist customers with tailored solutions to make sure their needs are met also building a rapport with clients and gaining trust in the fields of interest.
- I worked as a beginning teller for Zion’s Bancorperation’s affiliate [company name] under supervision of branch management Megan Andrist and Peter Aposacas
0-5 years of experience
Maintained a perfect drawer balance every month.
- Trained on ATM, vault, and duel control.
- Maintained client relationships, and processed banking needs with speed and complete accuracy.
- Opened personal and business accounts for clients.
10+ years of experience
Floating Banker, worked in all aspects of the bank from Lead Teller to New Accounts. Worked in all Southern Nevada branches, part time.
- Ran teller transactions, merchant and vault teller, gave other employees approvals on transactions as well as mentoring existing employees and training new tellers, worked new accounts area. Balanced cash drawer at near perfect balancing accuracy, never sustained a loss.
- Customer Service – Treats every client as I want to be treated. Maintains high mystery shop scores.
- Technology – Knowledge of Microsoft Word, Excel and Outlook
0-5 years of experience
Receive, count and process an average of a quarter million dollars per day
- Greet customers and recommend financial services based on client needs
- Record all transactions accurately in compliance with banking regulations
- Perform specialized tasks such as traveler’s checks, cashier’s checks and transfers
0-5 years of experience
Processed customer transactions accurately and in a timely manner.
- Duties also included safe deposit, merchant, bonds and coupons, foreign currency and night drop.
- Provided customer with amazing customer service.
- Utilize knowledge of available Bank products and services to expand client relationships and increase client base.
- Expand customer base by referring Bank products and services as set within monthly/quarterly goals.
- Perform all duties in compliance with laws, regulations and bank policies and procedures. Adhere to Bank’s security policies. Maintain confidentially of bank records and client information.
- Perform related duties as assigned.
6-10 years of experience
- Five years of excellent customer service with 100% Mystery shop score
- Demonstrate advanced knowledge of bank operations, policy and procedures
- Resolve client’s complaints and problems efficiently
- Perform in both teller and new account operations
- Assist in expanding the bank’s client base
- Exceed all the bank sale goals monthly
0-5 years of experience
Opening new consumer and commercial accounts.
- Balance ATM machine and add more money to the machine.
- Assisting merchant clients with their transactions.
- Assisting clients with disputes on their account due to fraudulent transactions.
- Preparing money for shipment to central vault and ordering money to be delivered to the branch.
- Balancing the branch vault before that end of the day.
- Exchanging foreign currency for clients.
- Cross selling products to clients. Around 50 products cross sold in the 3rd quarter.
0-5 years of experience
Collaborated with upper management and fellow team members to provide a structured approach in managing the right risk/return trade-offs on credit lines.
- Provided exceptional customer service.
- Performed all paying and receiving duties as well as more complex transactions also balance cash drawer daily.
- Ensured daily deposit reviewed in place, controlled placing deposit item holds as needed.
- Promoted from Adjuster I to Adjuster II within six months
- Managed a large portfolio of secured and unsecured loans and commercial loans.
- Prepared and viewed credit reports to prevent losses to the bank on delinquent loans.
- Counseled clients on personal and business management products including assisting in analyzing credit worthiness of businesses and individuals to offer lines of credit.
- Played a critical role in working with fellow team members and clients to resolve delinquent accounts, negotiated workouts, managed accounts through bankruptcy and followed up until resolution had taken place.
- Commended for exhibiting a good understanding of accounting principles.
- Provided expert skip tracing as well as processed right-of-offsets to prevent the institution from taking a losses.
0-5 years of experience
Deliver a positive approach in interactions with customers and team members.
- Manages customer relationships all while cross-selling bank related products and services.
- Resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.
- Open checking accounts and credit products.
0-5 years of experience
Worked with bank’s ERP system.
- Filed financial documents.
- Handled large cash transactions ( i.e., withdrawals, deposits and investments).
- Opened and closed customer savings, checking, IRA and CD accounts.
- Interacted with customers and other financial professionals on a daily basis.
0-5 years of experience
- Responsibilities include handling numerous deposits and cash transactions on a daily basis
- Personal Integrity in maintaining a high standard of quality customer service
- Maintains compliance and audit controls with company and federal regulations
- Prepares documentation of quarterly audits
0-5 years of experience
- Process Consumer loan applications
- Underwrite/decision loan applications
- Carry out document processing and schedule closing of consumer loans
- Consumer loan closing and payment issuance
- Account opening and general customer service regarding retail banking products
- Filled in as needed in all departments of retail banking including; document prep, consumer document verification, teller duties
0-5 years of experience
- Answer customers’ questions, and provide information on procedures or policies.
- Cash checks for customers.
- Compile and maintain non-monetary reports and records.
- Compute and record totals of transactions.
- Take in deposits, process withdraws, balance ATM, process ATM deposits
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Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
