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Retail Banker Resume Samples
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0-5 years of experience
Conducted daily monetary transactions in excess of $10,000.
- Organized and prepared daily transactions profile for branch management.
- Courteously assisted over 100 Spanish and English speaking customers per day in a high-pressure and fast-environment.
- Assist customers with decisions with financial problems.
6-10 years of experience
Performed daily accounting maintenance per approved bank procedures
- Participated in marketing campaigns in and out of the location to help grow the business and establish a connection in the community
- Helped to train and mentor new employees to foster solid business relationships
- Provided ongoing customer service from account setup forward
0-5 years of experience
Open Checking, Savings, Certificates of Deposit, and Individual Retirement Accounts while assuring all policies and procedures are held to the highest standard
- Manage and process lines of credit for potential and exciting customers
- Promote and maintain positive relations with all contacts, customers and potential
- Manage wide variety of customer service procedures to ensure they are conducted to the highest standards
- Responsible for cash drawers in excess of $15,000
- Supervised monthly audits to ensure bank’s operational performance
0-5 years of experience
Process teller transactions, open new accounts and balance a cash drawer timely and accurately.
- Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives.
- Counting vault and cash-handling of +$5000.
- Cross-sell banking services and products to clientele.
- Demonstrating excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.
- Counting all packages making sure everything is correct
- Manage the store room, and set up deliveries for drivers
0-5 years of experience
Complete standard bank teller transactions with 100% accuracy.
- Assist customers with account questions and issues.
- Recruit new customers and open new accounts. Average of 15-20 new accounts per month.
- Promote new and additional bank products to new and existing customers.
- Provide temporary managerial coverage.
- Conduct courtesy calls for collections and offer solutions.
0-5 years of experience
My role is to broaden and deepen the bank’s relationship with new and existing clients by placing heavy emphasis on cross sales to our mortgage, cash management, and investment consultants.
- Outbound business development by engaging the community through canvassing and public events.
- Fix problems no matter the issue as quickly and efficiently as possible.
- Exceed the needs of all high-net-worth business and personal clients.
- Exceed sales goals through effective portfolio management.
- Clearly communicate the banks message to both new and existing clients.
- Originate and execute sales event initiatives for [company name].
0-5 years of experience
Sell and discuss banking products and services to customers
- Assisted with deposits, withdrawals, monetary exchange, and money orders
- Worked on daily bookkeeping, accounting, and auditing
- Build relationships with various clientele to develop marketing plans
- Maintained working knowledge of current federal regulations regarding banks
0-5 years of experience
Process teller transactions. Responsible for balancing and counting teller drawer.
- Provide account assistance to customers by phone, in person, and by mail.
- Open new accounts for customers, as well as making changes as requested by existing customers.
- Accept and process loan applications and conduct loan interviews.
- Demonstrate proficiency with regard to policies, procedures, and products pertaining to customer transactions.
- Responsible for balancing bank vault daily, filling atm weekly, and performing audits as needed.
- Responsible for data entry, inputting branch goals and objectives using Microsoft Office
6-10 years of experience
Responsible for maintaining in-depth product knowledge and services offered
- Conduct outbound calls by use of referrals, telephone or in-person calls
- Provide transactional customer service including but not limited to accepting and processing of deposits, withdrawals and payments
- Ensure compliance with all federal, state and local regulatory laws
- Assist in the coaching and training of other staff members
- Maintain all audit and security policy and procedures in accordance with Bank policy
0-5 years of experience
Quickly adapted to the banks custom software for managing accounts.
- Performed and maintained assistant branch manager duties while managerial staff was away for vacation and maternity leave.
- Proficient with opening and closing accounts as well as handling all appropriate documentation on paper and otherwise.
- Performed an average of 45 to 100 teller transactions per day in a timely and organized fashion.
- Prioritized customer issues based on branch standards as well as resolved customer concerns and account enquiries with strong verbal and negotiation skills.
- Built and maintained successful relationships with retail and business customers.
- Handled sensitive customer information in a professional manor on a regular basis.
- Handled and processed cash transactions and shipments in large quantities.
- Helped maintain all branch paperwork and filing in an orderly fashion based on branch standards.
- Volunteered at elementary schools to teach children financial literacy via the Junior Achievement program.
10+ years of experience
Build and strategically expand customer relationships by identifying clients with additional profit potential and develop action plans using effective sales and marketing initiatives.
- Cultivate and manage current and new customers by discussing their needs and using product knowledge and cross-selling skills to match them with the appropriate financial services.
- Seek opportunities to develop customer relationships and sales opportunities while providing a variety of teller transactions for customers (i.e. cash checks, process account transactions etc.)
- Maintain high standard of performance record through exceptional customer service and attention to detail.
- Open consumer and small business accounts, handle loan applications and manage various customer service requests.
- Leverage in-depth product knowledge to assist the branch in meeting goals.
- Advise and educate customers regarding online and mobile banking, deposit account services, checking and savings accounts, CD’s, IRA’s and other investment products.
- Process confidential documentation using the appropriate protocols.
0-5 years of experience
Process teller transactions for customers; balances drawer with complete accuracy daily
- Prospect to local businesses and organizations to promote products – attracts many,
- Cross sell products by mastering loan/account qualities and advantages to meet
- Provide information and open accounts for new and existing customers
- Exceed monthly goals in overall cross selling and account openings
6-10 years of experience
Practice Prescribed bank security procedures to protect customer’s confidentiality and privacy.
- Demonstrate enthusiasm concerning Woodforest products and services to increase customer base.
- Deliver outstanding customer service to ensure customer satisfaction, customer retention and increase customer traffic.
- Contribute to and maintain a professional environment for fellow employees and customers.
- Demonstrate flexibility and availability to ensure adequate staffing at all times.
0-5 years of experience
Provide great quality customer service while maintaining professional relationships with customers
- Handle large volumes of currency
- Handle frequent inbound and outbound phone calls regarding customer accounts and technical support
- Process customer transactions on the teller line
- Provide outstanding quality phone support for account holders
- Enter customer data into various programs
- Assist creating service tickets for customer accounts and services
- Troubleshoot various banking hardware and software
0-5 years of experience
Generate business by promoting bank products and services to existing and potential customers assisting in the growth of the branch.
- Build customer need providing clear explanations of financial products and recommending solutions.
- Respond to customer account inquiries regarding balances posted/pending transaction, banking fees as well as additional banking services via telephone and in person accurately.
- Assist bank customers with various tasks such as: opening new accounts, check ordering, processing account deposits and withdrawals, distributing money orders and cashier’s checks.
- Follow bank policies and procedures while applying a high degree of accuracy to process transitions in a timely manner.
6-10 years of experience
Evaluate existing customer’s needs and cross-sell additional products and services
- Responsible for marketing and selling bank products and services to potential and existing customers
- Deliver outstanding customer services to achieve customer satisfaction, retention and increase sales
- Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task in a fast- paced environment while maintaining attention to detail
- Maintain bank profitability by identifying fraudulent checks
0-5 years of experience
Evaluate existing customer’s needs and cross sell additional products and services.
- Responsible for marketing and selling bank products and services to potential customers.
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately.
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales.
- Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives.
0-5 years of experience
Provide a full range baking services to individual customers, emphasizing personal financial counseling and customer service.
- Establishes trusting relationships with clients to ensure their satisfaction in person & via phone.
- Coordinates off site events to sell retail bank products to local businesses and community members.
- Actively identified client needs and sell bank products accordingly.
- Work closely with bank partners to maximize sales opportunities and client relationships.
- Resolve customer complaints and issues promptly and effectively.
- Open new accounts, interviews and process loan applications.
- Audit vault and tellers. Open and close the branch.
0-5 years of experience
Responsible for marketing and selling bank products and services to potential customers
- Evaluate existing customer’s needs and cross sell additional products and services
- Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions
- Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales
- Responsible for developing professional relationships with retail partners to maintain the Bank’s professional reputation
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately
- Practice branch security procedures and protect customer confidentiality and private.
0-5 years of experience
Responsible for marketing and selling bank products and services to potential customers.
- Evaluate existing customer’s needs and cross sell additional products and services.
- Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales
- Responsible for developing professional relationships with retail partners to maintain the Bank’s professional reputation
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately
- Practice branch security procedures and protect customer confidentiality and privacy
- Contribute to building a strong team and maintaining a professional work environment
0-5 years of experience
High-profile position accountable for soliciting business accounts and developing strategic alliances with clientele.
- Develop tactics to increase profitability.
- Devise and implement marketing and promotional sales events for financial growth.
- Cross-sell banking services and products to clientele.
- Participate in community events to position the bank as a leader within the territory.
0-5 years of experience
Opened and established personal as well as commercial accounts including checking, savings, CDS, IRAs, and lines of credit
- Matched clients’ needs to best banking products and services
- Built customer relationships inside and outside of bank
- Handled operational and teller work as well which comprised of deposits, withdrawals, charge offs, the issuance of cashier’s checks, transfers, and loan payments
- Processed all transactional work with extreme accuracy while providing follow-up with customers
- Managed all responsibilities of the branch including the training of new staff
- Consistently met monthly account goals
- Handled all ATM, vault, night drop, and item processing activity
0-5 years of experience
Responsible for marketing and selling bank products and services to potential customers.
- Evaluate existing customer’s needs and cross sell additional products and services.
- Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions.
- Demonstrate enthusiasm about bank products and services when talking to both customers and potential customers.
- Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives.
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately.
- Practice branch security procedures and protect customer confidentiality and privacy.
- Demonstrate skills that contribute to building a strong team and maintaining a professional work environment
0-5 years of experience
Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions.
- Excellent interpersonal and communication skills with good ability to understand the requirements of the customer and provide appropriate counsel.
- Ability to perform well in an intense, rapidly changing environment where performance is critical to the success of the Company.
- Cultivate and maintain customer relationships in order to recognize needs based sales. Provide a high level of customer service.
- Provide personalized relationship based banking services to current and prospective customers.
0-5 years of experience
transactions, open new accounts and balance a cash drawer timely and accurately.
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales.
- Demonstrate enthusiasm about Woodforest bank products and services when talking to both customers and potential customers.
- Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions.
- Responsible for marketing and selling bank products and services to potential customers and evaluating existing customer’s needs and cross sell additional products and services.
0-5 years of experience
- Received cash and checks for deposit, verified amounts, and examined checks for endorsement.
- Collected loan payments and placed holds on accounts for uncollected funds, according to organizational procedures
- Responsible for all Bank Marketing, Verifing all large cash shipments, making sure ATM’s are up to date and working properly and performing all customer callbacks for new, overdrawn and charged-off accounts.
- Identified opportunities for cross-selling of value-added bank products and services.
0-5 years of experience
Provide a full range of banking services to individual customers, emphasizing financial counseling and customer service.
- Proactively meet with customers face to face to discover financial needs and provide product and service recommendations.
- Achieve personal production goals by expanding existing relationships and acquiring new relationships by leveraging bank products and services.
- Cross sell consumer and business deposit products that assist in retaining and expanding relationship with new and existing clients.
0-5 years of experience
Process teller transactions, open new accounts and balance a cash drawer in a timely and accurately manner
- Demonstrates proficiency with regard to policies, procedures and services pertaining to teller and new account transactions
- Audit cash in vault by confirming cash in vault aligns with cash in computer systems
- Analyze, investigate, and resolve all bank issues such as clearing up exceptions with address verifications and fraudulent checks
0-5 years of experience
Establish and maintain relationships with individual or business customers and/or provide assistance with problems these customers may encounter.
- Open and maintain various account types including but not limited to checking, savings, certificate of deposits, representative payee
- Oversee the flow of cash or financial instruments.
- Network within communities to find and attract new business.
- Review collection reports to determine the status of collections and the amounts of outstanding balances.
- Order a supply of cash to meet daily needs.
- Investigate and correct errors upon customers’ request, according to customer and bank records.
0-5 years of experience
Develop monthly marketing calendar, coordinate community and business marketing efforts
- Analyze branch exception reports, track and resolve all errors, manage and update reports
- Perform personal banker duties including new account acquisition, maintaining current active clientele base, cross selling products to heighten retail product management percentages
- Conduct daily cash handling duties including teller drawer and vault balancing, teller audits, verification of cash shipments
- Assist in retail banker and branch manager training
- Use various data systems to perform daily functions
0-5 years of experience
Provided frontline support and services to current and potential customers to meet their everyday banking needs.
- Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawls, loan payments, cash advances, transfers, and issuing monetary instruments.
- Complete logs, reports, audits and control checks, maintained and serviced automate teller machines, and clean work areas:
- Open and performed account maintenance on certificate of deposit, consumer and business accounts: assist with courtesy and collection calls as needed.
6-10 years of experience
Responsible for marketing and selling bank products and services to potential customers
- Evaluate existing customer’s needs and cross sell additional products and services
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sale
- Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives
- Responsible for developing professional relationships with retail partners to maintain the Bank’s professional reputation
0-5 years of experience
Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately
- Manage databases, analyze data and generate financial reports using Excel
- Serve as team leader and assist in managing schedules of in-store retail bankers
- Practice branch security procedures and protect customer confidentiality and privacy
0-5 years of experience
Analyze and provide checks, cash and other financial transactions to customers
- Open different types of Bank accounts such as Checking, Savings and Business
- Assist in Balancing the Bank Vault, TCR, Coin machine and Teller registers
- Do ATM daily routine cash refill and prepare ATM Balance Sheet
- Make and receive phone calls to and from customers regarding their accounts activities
- Marketing of various Banking products to businesses and individuals
0-5 years of experience
Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail
- Demonstrate skills that contribute to building a strong team and maintaining a professional work environment
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales
- Demonstrate excellent communication skills, both written and verbal
0-5 years of experience
Display excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail
- Responsible for marketing and selling bank products and services to potential customers
- Prepare reports and documents daily to submission.
- Exhibit proficiency with regards to policies, procedures, products and services pertaining to teller, new account acquisitions, and loan processing.
- Responsible for reporting, analyzing, and solving complex fraud, financial report, and customer service issues
0-5 years of experience
Demonstrate excellent communication skills, both written and verbal
- Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.
- Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately
- Practice branch security procedures and protect customer confidentiality and privacy
- Demonstrate skills that contribute to building a strong team and maintaining a professional work environment
0-5 years of experience
Demonstrate excellent communication skills, both written and verbal.
- Process teller transactions, open new accounts, key in data for new accounts, and balance a cash drawer timely and accurately.
- Responsible for answering telephones, faxing, scanning items, photo copying, and other administrative duties.
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales.
- Provide enthusiasm about [company name] products and services when talking to both customers and potential customers
- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.
0-5 years of experience
Provide excellent customer service and maintain customer satisfaction
- Receive cash and checks for deposit, produce money orders and issue receipts
- Enter member and transactions data into Live Support company system
- Ensure cash drawer is accurately balanced after every shift
- Explain, promote and sell products and services as well as special sales and promotions
- Answer phones and direct calls to the appropriate individual or department
- Effectively manage cash, check, credit and automatic debit card transactions with accuracy
0-5 years of experience
Provides frontline support and service to current and potential customers
- Marketing and cross-selling products and services
- Customer service, branch operations and teller functions in a non traditional retail environment
- Open and perform account maintenance
- Achieved personal sales and referral goals by identifying, marketing, and cross selling banking products and services beneficial to customer needs
0-5 years of experience
Responsible for marketing and selling bank products and services to potential customers.
- Responsible for developing professional relationships with retail partners to maintain the Bank’s professional reputation.
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately.
- Responsible for having organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaing attention to detail and maximizing customer satisfaction.
0-5 years of experience
Responsible for marketing and selling bank products and services to potential
customers.
- Responsible for developing professional relationships with retail partners to maintain the bank’s professional reputation and integrity.
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately.
- Responsible for having organizational skills with the ability to prioritize workload and multi-task in a fast paced environment while maintaining attention to detail and maximizing customer satisfaction.
0-5 years of experience
- Developing new customer relationships and opening new accounts for customers.
- Promoting bank products and services based on the customers’ needs. Completely disclosing all critical information to customers about account and bank policies.
- Processing customer transactions and handling a wide range of customer concerns/issues.
- Generating new business by cross-selling to existing customers and telemarketing.
0-5 years of experience
- Interact, consult, and build rapport with customers to identify their financial needs.
- Prepare, maintain, and revise customer’s confidential profile(s), assist with cash balancing, audits, records management, and service reports.
- Open and perform account maintenance on consumer and business accounts, CD’s, IRA’s, and loan applications.
- Address customer questions and concerns by phone or in person.
- Process transactions such as cashing checks, deposits, withdrawals, loan payments, cash advances, transfers, and monetary instruments.
6-10 years of experience
- Providing excellent communication skills, both written and verbal.
- Providing excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment.
- Participate in sales and marketing activities for the purpose of meeting branch sales goals.
- Process teller transactions, open new accounts and balance a cash drawer timely and accurately.
- Demonstrate skills that contribute to building a strong team and maintaining a professional work environment.
- Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales.
0-5 years of experience
- Process teller transactions, open new accounts and balance cash drawer
- Excellent communication, customer services and organizational skills
- Practice branch security procedures with confidentiality and privacy
- Proficiency with policies, procedures, products and services
- Marketing & Selling products and services to meet branch sales goals and objectives
- Have skills to build a strong work team
- Have availability and flexibility in scheduling
0-5 years of experience
- Processed teller transactions, opened new accounts and balanced a cash
- Demonstrated excellent organizational skills with the ability to prioritize
- Participated in sales and marketing activities for the purpose of meeting
- Balanced the vault and ATM when necessary
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Retail Banker
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela 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.
