associate banker marketing associate resume example with 7+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Talented Accounts Specialist with 4 experience in financial services, collections and customer care management across diverse industries. Knowledgeable, analytical and personable with excellent problem solving skills and strengths in areas of calloboration and negotiation. Proven to improve workflow efficiencies while maintaining high standards in customer service.

  • Customer service
  • Conflict Resolution
  • Problem solving
  • Experience management
  • Customer service-oriented
  • Opening accounts
  • Financial processes understanding
  • Outbound
  • Inbound customer calls
  • Creative thinking
  • Salesforce
  • Reporting Skill
  • Updating Customer Accounts
  • Payment Scheduling
  • Customer Relationship Management
  • Negotiation and Resolution
  • Attention to Detail
Account Specialist, 08/2022 - Current
Middlesex Savings Bank Hopkinton, MA,
  • Received, prioritized and responded to multiple points of customer communication.
  • Established accounts for new customers and updated existing accounts with current demographic and order information.
  • Established customer rapport to quickly mitigate problems while complying with established support processes and procedures.
  • Established and enforced sales goals to boost team success.
  • Utilized platforms such as Salesforce, LinkedIn and VisitorTrack to organize, manage and gather data.
  • Adhered to company initiatives and achieved established goals.
Associate Banker/Marketing Associate, 07/2021 - 08/2022
Ag Processing, Inc. Hastings Term, NE,
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Met with new clients and completed pre-qualification procedures.
  • Developed culture of success rewarding performance, productivity and sales results.
  • Completed daily cash balancing and operated ATMs.
  • Helped customers open and close accounts, and make sound financial decisions.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Coach and develop peers on cultural growth and knowledge , setting up goals for the week.
Banking Specialist, 03/2020 - 06/2021
  • Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
  • Maintained confidentiality of banking records and client information to avoid possible data breaches.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Examined checks for identification and endorsement.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Managed customer referrals to help financial services team members capitalize on sales.
  • Established new accounts and existing accounts resulting in increased loans and earnings.
  • Leveraged customer service and sales abilities to consistently meet performance.
  • Converting or upgrading type of accounts
Shift Supervisor, 06/2014 - 11/2019
Company Name City, State,
  • Assisted upper management with daily operations to meet standards of service and quality.
  • Resolved customer complaints and reported issues to senior management.
  • Completed opening and closing duties to facilitate business operations.
  • Collaborated with team members to improve performance and implement training updates.
  • Coordinated shift workers for inventory receiving, auditing, and restocking.
  • Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
  • Complied with company safety procedures, policies, and regulations to promote safe working environment.
  • Positioned skilled staff in key areas throughout shift to optimize department productivity.
  • Coached team members to increase productivity and reduce workplace accidents.
  • Managed daily workflow and scheduled staff for adequate coverage.
Education and Training
High School Diploma: , Expected in 06/2015
West High School - Columbus, OH
Status -

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Resume Overview

School Attended

  • West High School

Job Titles Held:

  • Account Specialist
  • Associate Banker/Marketing Associate
  • Banking Specialist
  • Shift Supervisor


  • High School Diploma

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