associate personal banker safe resume example with 6+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:

Self-motivated professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments. Consistently positive and friendly and committed to reaching business goals. Organized and detail-oriented person with 4+ years of cash handling, following policy's and procedures to comply with bank rules and regulations, and customer service experience. Proven expertise in general finance concepts, well-rounded customer service with strong communication skills, sales experience and knowledge of the banking industry. I am willing to learn as much as I can and continue to sharping my skills of life. I take pride in learning and growing as a person.

  • Teller procedures
  • Activity planning skills
  • Key relationships
  • High knowledge in Tech
  • Leadership
  • Calm and level-headed under duress
  • Quick problem solver
  • Cash Flow analysis
  • Goal-oriented
  • People skills
  • Customer service
  • Training & Development
  • People Oriented
  • Customer Relationship Management
  • Organized
  • Business Management
Associate Personal Banker (SAFE) , 01/2022 to Current
Wells FargoMechanicsville, VA,
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Created strategic financial solutions to suit individualized client needs.
  • Met with clients to facilitate budget management and financial guidance.
  • Maximized branch revenue by optimizing daily operations.
  • Increased teller efficiency by developing and implementing improved service methods
  • Processed invoices and checks and maintained daily cash logs and deposits.
  • Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
  • Tracked ATM activities and created monthly reports showing contacts, issues and performance.
  • Helped resolve problems with cash, locks and balancing encountered at different ATM locations.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
Teller (FULL TIME) , 10/2019 to 01/2022
Flagstar BankGrand Haven, MI,
  • Fulfilled diverse duties to provide customer service, operate money counters, maintain accounts, teaches customers to use online and mobile banking.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Processed cash withdrawals.
  • Acted as pivotal point of contact between bank branches regarding guidelines and practices.
  • Verified amounts and integrity of every check or funds transfer.
  • Learned how to identify risk in my everyday duties
  • Learned leadership skill by traveling to different branches for help.
Teller (PART TIME) , 07/2018 to 10/2019
Pnc Financial Services Group, Inc.Fort Wayne, IN,
  • Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction
  • Became a risk manager, was able to identify risk in every situation
  • Learned how to handle large amounts of cash
  • Kept an accurate drawer to handle all customer bank transactions
  • Learned to successfully operate ATM, learned to stock, and fix any issues with ATM
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction
  • Examined checks for identification and endorsement
Customer Service Representative, 09/2016 to 07/2018
First Interstate Bancsystem, Inc.Lead, SD,
  • Greeted customers to facilitate services, determine service needs and accurately input orders into electronic systems
  • Escalated customer concerns, store issues and inventory requirements to supervisors
  • Trained new employees on customer service, returns, and cash handling
  • Met revenue objectives by promoting warranties to customers during servicing different products
  • Documented conversations with customers to track requests, problems and solutions
Education and Training
: Business Management, Expected in
Montgomery Community College - Montgomery, PA,

I was awarded 2016 Youth of the year with the North penn valley Boys and Girls club. Out of 1,500 kids I was given the opportunity to tell the world what my story was. I placed top 5 out of 1,500 participants, with that opportunity I received 5,000 dollars in scholarships towards my education.

At best buy I was awarded Top customer service specialist for 5 months straight because of my positive attitude and strong customer service skills. This made me one of the top performing sales representative in the store.

At Wells Fargo I am now known for being a mobile and online expert. I learned how to perfect the online application so I can have more meaningful conversations with my clients. This was able to give me an edge on my customer service because i was able to have conversations that other employees were struggling to have. I am always recognized for having perfect customer service and being so relatable to my customers because I do whatever it takes to make sure my customers feel comfortable.

Also at Wells Fargo I am recognized for how well versed I am in my customer service skills, my leadership, and my passion to want to learn and grow. At wells fargo I am trusted key holder & a product analyzer. I am always trying to keep my team and I ahead of what's to come. I take pride in learning as much as I can, this has lead me to becoming a strong employee and peer.

Native/ Bilingual

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Resume Overview

School Attended

  • Montgomery Community College

Job Titles Held:

  • Associate Personal Banker (SAFE)
  • Teller (FULL TIME)
  • Teller (PART TIME)
  • Customer Service Representative


  • Some College (No Degree)

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