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associate banker resume example with 7+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Skills
  • Bilingual
  • Teller Support
  • Relationship Building
  • Financial Institution Regulations
  • Customer Relationship Management Systems
  • Coaching, Scheduling, & Team Building
  • Products and Services Knowledge
  • Customer Service
  • Cross-Selling and Partner Referrals
  • Regulatory Compliance
  • Dual Control Vaults
  • Verbal and Written Communication
  • Prospect Calling
  • Cash Supply Orders
Experience
05/2016 to Current
Associate Banker First Bank And Trust Lubbock, TX,
  • Helped customers understand and use mobile applications and online banking.
  • Assisted customers by answering banking questions and recommending solutions.
  • Advised customers on bank products, services and financial planning options.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Completed daily cash balancing and operated ATMs.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Modified, opened and closed customer accounts.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
  • Processed general ledger tickets for expenses and fee income.
  • Met needs of high net worth individuals looking to manage at least $250k in assets.
  • Managed operations and platform with approvals, de-escalation, and morning meetings.
  • Published team schedules, and order products needed for the bank
  • Order cash for the branch and followed business procedures for security of receiving and shipping out.
12/2015 to 05/2016
Kids Club Associate Gold's Gym International, Inc. Hackettstown, NJ,
  • Sanitized toys and tables to maintain clean, safe environment.
  • Assisted children in development of social, communication and problem-solving skills.
  • Communicated with parents about daily activities and any concerning behaviors.
  • Supported children's emotional and social development, encouraging understanding of others and positive self-concepts.
  • Used positive reinforcement and behavior modeling to instill discipline in children.
  • Planned and implemented engaging activities to encourage creativity and expression.
  • Secured indoor and outdoor premises to protect children.
  • Observed and monitored children's play activities.
  • Maintained safe play environment.
  • Established and maintained safe, supportive and welcoming environments for children of all backgrounds.
  • Maintained organized and clean classroom and play areas.
  • Organized and stored toys and materials to maintain order in activity areas.
  • Encouraged positive behaviors, including patience with teachers and fellow kids.
  • Sanitized toys and play equipment.
  • Provided nurturing and appropriate environment for children ranging in age from 6 months to 13 years old .
10/2015 to 12/2015
Warehouse Associate Bassett Furniture Industries Incorporated Stoughton, MA,
  • Kept shelves, workstations and pallet areas neat and tidy to maintain safe work environment.
  • Picked and prepared numerous daily shipments in controlled atmosphere warehouse environment.
  • Stored items in orderly and accessible manner in warehouse tool rooms, supply rooms, or other areas.
  • Organized warehouse design to maximize space for stock while allowing for high volume traffic zones.
06/2015 to 09/2015
Sales Associate Crate And Barrel Locations: Murray, UT,
  • Helped customers find specific products, answered questions and offered product advice.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Collected payments and provided accurate change.
  • Developed trusting relationships with customers by making personal connections.
  • Sold various products by explaining unique features and educating customers on proper application or usage.
  • Assisted teammates with sales-processing tasks to meet daily sales goals.
  • Increased purchase amounts by cross-selling with similar products.
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Answered incoming telephone calls to provide store, products and services information.
Education and Training
Expected in 06/2015 to to
High School Diploma:
Citrus Valley High School - Redlands, CA
GPA:
Summary

Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.

Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

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Resume Overview

School Attended

  • Citrus Valley High School

Job Titles Held:

  • Associate Banker
  • Kids Club Associate
  • Warehouse Associate
  • Sales Associate

Degrees

  • High School Diploma

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