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Universal Banker Resume Samples
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0-5 years of experience
Responsible for detailed knowledge on all aspects of retail banking, including teller activities, personal banking and customer service
- Capable of performing any of the Universal Banker functions to enhance the customer experience
- Provide daily sales reports to the area director with a breakdown of daily sales, branch and individual staff productivity
- Implemented action plans when branch goals are not met, resulting in increased revenue
- Achieved personal sales goals in 10 out of 12 months in fiscal year 2010
- Planned and coordinated events such as conferences, customer appreciation and employee appreciation events
0-5 years of experience
Anticipated cash shipment needs, taking into consideration historical trends and upcoming holiday needs.
- Managed 300 plus customer accounts by building relationships and using excellent customer service to satisfying individual needs.
- Identified lending and sales opportunities for mortgage lending, new account, and cross-selling opportunities.
- Actively participated and represented [company name] in Chesterfield Chamber of Commerce meetings and events, implemented a high level of networking skills.
- Assisted tellers in daily transactions and was assigned supervisor override authority for higher value transactions.
- Mastered the write up of loan documents as well as the use of Banker and Teller programs.
0-5 years of experience
Arranged workplace and camp[company name]ing events to meet new customers and uncover financial needs in the community.
- Created and maintained an organizational system for official bank documents and records
- Contacted leads daily to schedule appointments for an overview of their finances and valuable products and services.
- Monitored branch profit and loss reports for outstanding accounts to detect and prevent losses
- Managed a teller drawer and window
- Received 2012 100% customer loyalty scores award with [company name]
0-5 years of experience
Recommended, serviced, and opened account options to best suit customer needs.
- Facilitated ordering materials and supplies to ensure 100% branch functionality.
- Maintained regular compliance training to remain within protocol at all times.
- Provided exemplary customer service resulting in increased branch satisfaction scores.
- Facilitated off site seminars for businesses concerning fraud and identity theft
- Held off-site account openings providing convenience to customers and their employers.
- Generated and processed sales leads resulting in positive branch goals.
6-10 years of experience
Performed a multi-functional purpose role to fulfill the responsibilities of both a Teller and a Relationship Banker
- Assisted in opening and closing the branch and vault daily
- Proactively advised consumer and business clients in their selection of various accounts, loans and other products
- Acted as primary point of contact for clients
- Entrusted to perform various bank operations to ensure safety of bank and client’s assets, including opening and supervising customer accounts
- Assisted the Operation Manager in ensuring proper documentation and procedures are followed as well as gathered for account opening and servicing, including the risk and control self-assessment process
- Worked closely with Personal Bankers, Mortgage Lender and Financial Executive to increase referrals and provided clients with more product and service options
- Managed bank documents files and ordered branch supplies
- Achieved 100% in KDS (Key Driver Score) on a regular bases
0-5 years of experience
Assist clients with all consumer based needs such as account openings and teller transactions. Effectively cross sell products to ensure retention of clients. Utilize community outreach and business buys to build book of business for a new bank location. Building and maintaining consumer and business relationships. Open and close home equity, personal and auto loans. Consult with clients to help uncover needs that can be met by bank products.
- Recommended by Regional Management to mentor neighboring bankers.
- Promoted to Personal Banker in one year.
- Awarded for consistent performance in customer service and sales.
0-5 years of experience
- Responsible for all sales aspects of the branch, including: meeting sales goals, working closely with tellers to identify opportunities for new business, managing current client base with a focus on financial growth and development, ensuring compliance standards are maintained.
- Met with both consumer and small business clients to establish, maintain, and build a healthy financial relationship.
- Opened depository accounts, processed loan applications, and managed customer service requests.
- Worked with banking partners such as: financial advisors, business bankers, underwriters, and mortgage officers to satisfy customer needs that extended past the means of the banking center.
- Evaluated clients’ finances regarding debt with the intention of consolidating debt and improving their financial future.
- Awarded the 2015 Quarterly Star of Excellence for placing in the top ten percent of all bankers in the region and division.
6-10 years of experience
Certified in Branch Operations, Branch Risk & Audit Process, Account opening / Sales and Coaching for Success.
- Deliver exceptional Service to internal & external clients by executing financial transactions and resolving service issues in accordance with bank policy and procedure.
- Exceeded several sales blitz goals by promoting an environment in which all branch employees worked together to succeed.
- Worked closely with management to motivate and inspire staff through group and one-on-one coaching.
- Ranked #1 in Manhattan East side Universal Banker, Exceeded monthly sales goals by going on onsite at neighborhood companies, Recognized with various awards for exceeding in sales and Customer satisfaction.
- Processed International & Domestic wires over 15 million dollars. Knowledge with Swift/Bic site.
- Registered with NMLS
0-5 years of experience
Managed tellers ensuring daily transactions adhered to bank procedures.
- Coached tellers on referrals and customer service delivery.
- Adhered to operational integrity by performing reviews including Consumer and Business account opening, wire transfer, cash control and entitlement.
- Investigated controllable losses among branch staff, provided coaching and performance management on decisions and processes used.
- Managed ATM processes including proofing, replenishment and customer investigations.
- Resolved escalated client complaints/issues promptly and effectively.
0-5 years of experience
Responsible for responding to both routine and complex inquiries regarding consumer and business accounts; while promoting, and selling financial products, and services for Bank customers. Accountable for meeting clearly defined objectives around sales and service goals that are measured daily to promote customer interaction and capitalize on opportunities to enhance the customer’s relationship with the Bank.
- Accomplished Top Level banker for 2012 first half (Wells Fargo)
- Awarded 100% guest satisfaction 2012 (Wells Fargo)
- Consistently exceed quarterly sales goals
0-5 years of experience
Uncovered and met customer’s financial goals
- Accurately profiled customers to effectively pair them with beneficial product services
- Maintained a current knowledge and consistent compliance with Bank Security Act (BSA)
- Applied sales techniques to open, develop and maintain accounts
- Maintained a position within the top 25 associates within my region for sales to goal ratio
0-5 years of experience
Learned banking basics, including more detailed branch duties such as safe box weekly drill reports and open and close monthly reports, as well as balancing the bus tickets daily. Recently have been working at daily cash tracker reporting.
- Front line of the branch where customer service is key, focusing on bringing a hurting KDS score back up and have had 6 consecutive perfect KDS scores
- Quickly learned Fusion/Wizard, and have been introduced to Hogan
- Maintained ongoing updated knowledge of our packages and the changes going on within our industry
- Within the first month of the quarter, was able to book 15 out of the 12 required referrals and to finish the following two quarters at 24, quarter three with 35 referrals.
- Balancing daily
- Started as a Teller I, was promoted to Teller II within three months, promoted to Vault Teller after two months, and promoted to Universal Banker after five months
0-5 years of experience
- Successfully completed 11 week banker program
- Knowledgeable in loans/credit products
- Consistently delivered great customer service
- Efficiently helped customers with their financial goals
- Answered calls and appropriately provided solutions to their financial questions
0-5 years of experience
- Secured and closed the facility at close of business.
- Supervised daily operations of Tellers; ensure that bank Policies and Procedures were followed.
- Provided a full range of banking services to individual customers, emphasizing personal financial counseling and customer service.
- Counseled clients to find a need to Cross Sell bank products and services by asking open-ended question.
- Managed client portfolio, services relationships and cross-sells all products and services.
- Demonstrated strong knowledge in all consumer credit options with the client.
- Developed and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client’s financial services business.
- Responded to and Resolve “escalating†customer inquiries and problems pertaining to consumer deposit and lending accounts.
0-5 years of experience
Organized workplace events to educate and attract new clients from outside the branch
- Coached team members to expand product knowledge and reinforce sales goals
- Worked with new and existing customers to further develop their relationship with the bank by identifying cross sale opportunities
- Collaborated with brokerage team and business bankers by referring customers needing additional services
0-5 years of experience
- Educated customers in the art of financial management, budgeting, and financial life skills.
- Key-holder with ability to open and close the bank.
- Interacted with local business owners and their employees; offering financial education pieces.
- Assisted in daily branch operations.
- Certified in and applied conflict resolution skills among colleagues and customers.
- Provided customers with warm, empathetic, and engaging interactions.
0-5 years of experience
Responsible for driving revenue through direct sales of personal accounts, loans and lines of credit.
- Responsible for meeting and exceeding sales quotes.
- Meet with clients on a regular basis to assess their financial needs and growth opportunities
- Provide clients with the tools, information, and benefits to assist them in attaining their financial goals.
- Had highest sales for three consecutive months, placing me #1 in the district and #11 in the region
0-5 years of experience
- Conducted all credit and debit transactions in compliance with established bank policies and procedures.
- Maintained proper cash on hand and preparing daily settlement of teller cash and proof transactions and managing risk while actively practicing loss prevention.
- Refer new business to internal partners through bank’s sales and referral tracking systems and follow up calls.
- Provide excellent customer experiences while maintaining a cash position and processing paying and receiving transactions according to the Bank policy procedures.
- Cross sold a myriad of Bank products; checking, Savings, CD, Money Market account, Home Equity Loans, Car loans.
0-5 years of experience
- Process up to 65 cash transactions, deposits, and change orders per week worth up to $50K across two bank branches.
- Perform daily vault audits and balanced debits and credits while preparing cash for Federal Reserve shipments.
- Provide basic account maintenance services determined by the needs of the branch.
- Work with the branch manager, teller supervisor and coworkers towards development of bank, branch and individual goals.
- Facilitate communication between various departments of the bank to ensure resolutions for all customers issues within the branch.
6-10 years of experience
Assist customers with deposits, check cashing and various account maintenance procedures.
- Observed “Sundown Rule” when assisting customers rectify account concerns.
- Composed letters inviting customers to take advantage of account impacting activities.
- Provide consultation to customers in order to help them achieve an optimal banking experience.
- Sourced customer information for leads to achieve sales goals.
- Maintain safe deposit boxes.
- Focus on five star customer experience.
0-5 years of experience
- Cross sold products or services, processed customer transactions or loan applications, prospected for leads, referred loans to underwriting for approval and retained profitable relationships.
- Opened new accounts or closed old ones, obtained supporting loan documentation, provided customer service and operated teller terminal.
- Coordinated loan closings and review loan conditions; managed referrals and incentive program.
- Quoted rates, terms or fees and backed up teller processing transactions or payments.
6-10 years of experience
Follow directives, and complete with annual compliance training
- Ensured significant issues identified are reported and escalated in a timely manner
- Assist AML in the identification, prevention and detection of potential suspicious and/or unusual activities, transactions and/or customer behavior by performing transactions analysis, investigations and monitoring account relationship
- Build long customer relationships
- Manage and maintain an exceptional customer experience throughout the entire branch
- Meet with clients on a regular basis to assess their financial needs and growth opportunities, provide clients with the tools, information and benefits to assist them in attaining their financial goals
0-5 years of experience
Customer service representative: attend to all needs while providing a fast and efficient friendly environment
- Accommodate customers by using navigator, integrated teller, and interpersonal skills
- Handle deposits, withdrawals, debits/credits, loan payments, cashier’s checks, money orders, close accounts, balance ATM, scan work through branch capture
- Trainer for incoming tellers
- Personal banking; Business Process Manager, opening accounts of all types, Roth IRA contributions/distributions, outgoing/incoming wires, cross-selling products, more details available upon request
- Assist branch President: spreadsheets, board books, credit summaries, and more
0-5 years of experience
Greeting all customers into the bank along with Lobby Management.
- Setting up and explaining new accounts.
- Cash handling transactions.
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
- Answered product questions with up to date knowledge of sales and store promotions.
- Politely assisted customers via telephone.
0-5 years of experience
Provided excellent and efficient customer service to every guest.
- Processed transactions for branch customers, including deposits, withdrawals, and loan payment processing.
- Recommended products and services based on customer needs.
- Managed risks through the use of sound decision making
- Ensured operational and financial safety and soundness.
0-5 years of experience
Line backed Service Representatives daily
- Consistently completed lobby management
- Managed record retention
- Worked sales reports to generate new leads
- Provided clients with proper products to fit their needs
- Reinforced Branch Manager expectations in achieving and exceeding company set goals
0-5 years of experience
- Develop a strong understanding for customer needs through listening and observing
- Deliver above average customer service at all times
- While maintaining excellent customer service and carefully executing processed transactions and operational tasks, able to also achieve sales goals; multi-tasking.
- Exceeded established quarterly sales goals
- Learned to develop and expand customer relationships
0-5 years of experience
- Managed customer deposit / lending portfolios with careful attention to detail
- Matched customer needs to mutually beneficial banking solutions
- Enabled increased revenue by fostering an atmosphere of loyal customer
- Engaged financial advisors for collaboration on securing investments
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Universal 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.
