associate personal banker safe 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: - - : - -

Client-focused and organized professional with diverse experience in customer service, business management and project coordination. Collaborative communicator to quickly build relationships with both clients and business audiences. Known for innovation and creative problem-solving abilities to address business challenges.

  • Relationship Building
  • Attention to Detail
  • Customer Service
  • Customer Satisfaction
  • Interpersonal Skills
  • Rapport Building
  • Customer Care Experience
  • Active Listening
  • Opportunity Identification
  • Regulatory Compliance
  • Verbal and Written Communication
  • Issues Resolution
  • Client Acquisition and Retention
  • Professional Appearance
03/2022 to Current
Associate Personal Banker (Safe) Wells Fargo Murray, UT,
  • 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.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Created strategic financial solutions to suit individualized client needs.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Followed operational standards, promoting security, risk management and compliance.
  • Grew business by leveraging inbound and outbound interactions with new and existing clients.
  • Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
11/2021 to 02/2022
Leasing Consultant Related Companies Irvine, CA,
  • Prepared lease paperwork and obtained signatures and first payments from new residents.
  • Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
  • Contacted and followed up with tenants on renewal notices.
  • Encouraged prospective tenants to fill out applications after property tours.
  • Maintained accurate records of correspondence with and from tenants.
  • Maintained high customer approval rating through dynamic service, exemplary support and interpersonal communication.
  • Escalated critical issues to property manager to deliver immediate resolution.
  • Implemented online advertising and other marketing initiatives to generate interest from individuals and businesses.
  • Used conflict resolution skills to quickly resolve issues among residents.
09/2019 to 11/2021
Property Manager Office Administrator Newport Seagull Properties City, STATE,
  • Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
  • Replenished office supplies, placing new orders for restocking to maintain inventory.
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
  • Processed financial documents, contracts, expense reports and invoices.
  • Managed service agreements and purchase orders to drive budget performance and meet schedule requirements.
  • Collaborated with administrative support to oversee calendars and prioritize meetings and appointments.
  • Coordinated staff scheduling to promote smooth office operations.
  • Prepared and made daily deposits and assisted with invoice processing and bank reconciliation.
  • Prepared and proofread internal and external communications for syntax and grammar.
  • Coordinated schedules, administrative functions, quality assurance and process improvements to bolster operational output.
  • Handled requests-for-information and delegated customer service tasks to appropriate employees.
08/2014 to 08/2019
Aviation Ordnanceman US Navy City, STATE,
  • Worked effectively with fellow team members in fast-paced, dangerous and intense environments.
  • Supervised operation of aviation ordnance shops, armories and storage facilities.
  • Serviced bombs, missiles and rockets and launched test devices.
  • Assembled and loaded aerial mines to missiles and rockets using extreme caution and precision.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Inventoried ammunition regularly and maintained detailed records.
  • Followed exact procedures to assemble and maintain missiles and munitions.
  • Completed records of incidents, quality evaluations and ordnance losses incurred through various means.
Education and Training
Expected in 05/2024 to to
BBA: Organizational Leadership
ECPI University - Virginia Beach,
Expected in to to
: Business Administration And Management
Eastern New Mexico University - Roswell - Roswell, NM

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Resume Overview

School Attended

  • ECPI University
  • Eastern New Mexico University - Roswell

Job Titles Held:

  • Associate Personal Banker (Safe)
  • Leasing Consultant
  • Property Manager Office Administrator
  • Aviation Ordnanceman


  • BBA
  • Some College (No Degree)

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