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Telephone Banker Resume Samples
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0-5 years of experience
Provided excellent service to customers calling acquiring about their banking accounts.
- Managed to meet banking sales goals, and exceeded that goal every month
- Resolved and found solutions for any and every situation
- Sold banking products to customers based on their need and wants
- Suggestive sales
0-5 years of experience
- Managed an average of 100 calls per day, servicing business and consumer accounts, while maintaining over 98 percent accuracy.
- Evaluated the customers’ financial status to select the most effective products.
- Assisted with the onboarding process by training incoming personnel
0-5 years of experience
Provide accurate and efficient customer service for a high volume of inbound clients.
- Assist customers with reconciling their accounts.
- Provide information concerning bank products that are applicable to the customer’s
- Use problem solving skills to research and resolve customer’s issues.
- Awarded five Service Stars in recognition of outstanding leadership and exceptional
- Selected to provide coaching and feedback for new hire staff.
0-5 years of experience
Take ownership of each customer while empathizing and prioritizing customer needs
- Resolve conflicts and manage customer expectations
- Determine customer needs and provide appropriate solutions through relationship building
- Problem Solving Skills
- Make appropriate decisions on behalf of the customer quickly and effectively
0-5 years of experience
- Handled transactions via computer for customer accounts
- Extended quality customer service and provided complete and accurate responses.
- Promoted sales of new customer’s accounts.
- Guided customers through the internet and applications.
0-5 years of experience
- Acted as primary point of contact for customers regarding banking needs and products.
- Developed and maintained working knowledge of [company name] products, policies and procedures
- Acted as mentor to new or less experienced Telephone Bankers.
- Explained benefits of financial services and upgrade features to existing customers.
- Resolved 100% of complex issues requiring investigation and/or retrieval of records within 30
- Exceeded 95% accessibility to customers at 97% respectively.
- Maintained an average talk time of less than 3 minutes/call.
- Exceeded average after work time of less than 5%, at 2% respectively.
- Maintained 97% score on calls monitored.
0-5 years of experience
Assisted customers with banking information pertaining to their bank accounts ex: Balance: transfers, transactions, detailed information of purchases)
- Answered any questions regarding our policies pertaining their ability to manage their accounts in the best manner to their advantage.
- Daily took assessments to keep up to date on banking policies
- Assisted manager with monitoring other colleagues calls and daily performance.
- Assisted with fees, monthly charges and merchant refunds and or deposits
0-5 years of experience
Communicated with customers, resolved customer account concerns and errors, maintained clean and orderly work
space.
- Able to keep calm under intense pressure
- Multitasking while working with the customer
- Learned de-escalation techniques for confrontational calls
0-5 years of experience
- Determine customer needs and provide appropriate solutions through relationship building Communication Skills
- Resolve conflicts and manage customer expectations
- Take ownership of each customer call while empathizing and prioritizing customer needs
- Engage in interactive dialogue with customers through active listening Problem Solving Skills
- Approach problems logically and with good judgment to ensure the appropriate customer outcome
- Document customer account activities thoroughly and concisely
- Abide by all applicable regulatory and department practices and procedures
0-5 years of experience
Greet and communicate effectively with customers
- Starts claims/transfers/online support
- Providing outstanding world class customer service skills
- Take initiative to help team members when floor support is unavailable
0-5 years of experience
- Handled incoming calls from customers and resolving issues on personal and business savings, checking and lines of credit accounts
- Promoted to Business Banking Division after achieving upstanding statistics in first 3 months on the job.
- Promoted to Business Banking Senior Service specialist after 1 year on the job.
- Responsible for handling customer complaints and de-escalating all ongoing issues
- Utilizing comprehensive banking knowledge of Chase products/services for both consumer and business accounts to expand customer relationships
- Solved complex problems while utilizing multiple software programs simultaneously in a timely and efficient manner
- Implement Service Center policies, procedures and quality assurance measures.
- Flourished in a team environment that thrives in meeting goals and ensuring top-notch customer service
0-5 years of experience
- Directly in charge of answering all incoming calls.
- Directly responsible for providing customer support and service.
- Opened and closed bank accounts.
- Closed and reissued bank cards per the customer request.
- Provided direct support in the areas of banking.
- Consistently provided support to customers whom required detailed attention and support.
- Directly engaged with customers whom required immediate resolve and resolution to account matters.
- Provided direct support in the form of answering over 80 incoming phone calls per day.
6-10 years of experience
- Provide premier service to Business online customers
- Provide online technical support including site navigation, deposit services hardware software, general online troubleshooting
- Offer services and products based on customer needs
- Maintain quality control/satisfaction scores, constantly seeking new ways to improve customer service
0-5 years of experience
- Patient
- Customer Assistance
- Heart warming
- Customer Assistance
- Sort packages
- Operating various machinery throughout the factory
0-5 years of experience
Responsible for handling 80-100+ calls per day
- Answering all customer questions regarding their bank accounts
- Making electronics monetary transfers
- Processing claims
0-5 years of experience
- Assist Customer with balance check, transfers, refunds.
- Correct or transfer to proper department
- Correct account errors, and provide customers with other options for more or better account opportunities.
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Telephone 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.
