banker resume example with 13+ 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:

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. Finacial services professional proficient in checking, savings and investment fund accounts and transactions.

Assists customers in setting up new services, moving funds and meeting any banking need. Excellent verbal and written communication skills combined with open and upbeat nature.

Adept at working with personal lines and business products in a highly customized approach. Able apply field expertise and critical thinking skills to solve problems with little assistance. Strong multitasker with exceptional communication and organizational skills. Hardworking leader at Target with proficiency in acquiring customers and increasing revenue. 8+ years of progressive experience. Strategic planner and keen problem solver. Results-oriented, professional experienced in handling customer needs in a quick and accurate manner. Skilled at maximizing client satisfaction and profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

  • Money auditing
  • Security understanding
  • Employee motivation
  • Experience management
  • Staff management
  • Investment management
  • Hiring and recruitment
  • Cash ordering
  • Opening accounts
  • Customer service-oriented
  • Teller background
  • Persuasive communication style
  • De-escalating conflicts
  • Closing procedures
  • Follow-up skills
  • Inbound customer calls
  • Promoting products
  • Account closings
  • Business development
  • Creative thinking
  • Resourcefulness
  • Money handling
  • Project Management
  • Operations understanding
Banker, 11/2018 - 07/2021
Us Bank Lewis Center, OH,
  • Advised customers on bank products, services and financial planning options.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Modified, opened and closed customer accounts.
  • Completed daily cash balancing, including ATM.
  • Verified amounts and integrity of every check or funds transfer.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Put together and executed loan documents.
  • Devised targeted solutions for various customers, including deposit, lending and investment services.
  • Counted as much as thousands of dollars in daily funds with manual and machine-assisted methods.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Met with new clients and completed pre-qualification procedures.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
  • Reduced bank losses by setting successful risk management policies.
Team Member , 01/2018 - 09/2018
Chicken Salad Chick Pooler Atlanta, GA,
  • Worked hard to learn all required tasks quickly and maximize performance.
  • Maintained excellent levels of workplace cleanliness around equipment to enhance safety and productivity.
  • Built and maintained working relationships with peers and upper management.
  • Looked for ways to go above and beyond job requirements.
  • Completed skilled finishing work with excellent process knowledge and advanced manual dexterity.
  • Coordinated work across disciplines to handle project needs and meet timelines with optimal efficiency.
  • Supported office administrative needs with timely and knowledgeable clerical assistance to maximize team performance.
Manager , 11/2009 - 11/2017
L&T Infotech Ct, CT,
  • Trained employees on additional job positions to maintain coverage of roles at all times.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Recruited and hired qualified candidates to fill open positions.
  • Greeted and encouraged feedback from customers to implement in-store operational changes.
  • Conducted inventory counts by assessing current state of inventory integrity against target accuracy levels and tracking variances.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Established and created training programs to enhance employee knowledge of best practices, resulting in improved customer satisfaction.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Maintained ongoing system for development, recruitment, recognition and retention of store crew and management.
  • Facilitated exceptional sales and performance results by focusing on continuous improvement approaches and capitalizing on emerging market opportunities.
  • Evaluated operational trends and proactively adjusted strategies to maintain alignment between performance and objectives.
  • Reduced shrink by developing culture of loss prevention, improving return processes and upgrading store layout.
  • Aided in negotiation with vendors and suppliers to reduce overall costs.
  • Delivered level of service to customers in effort to build upon relationships for future clients.
  • Coordinated ordering, receiving merchandise, pricing and stocking to maintain appropriate product levels on shelves.
  • Assisted with training and onboarding of sales associates in all store operations.
  • Completed daily sales reports and analyzed metrics to identify trends.
  • Adhered to store policies and procedures to maintain regulatory and legal compliance.
  • Set challenging yet attainable goals to encourage continuous staff development.
  • Built relationships with internal team members and external partners to enhance effectiveness of team's work and boost results.
  • Maintained team progress against performance targets by motivating staff and proactively resolving department-level issues.
Supervisor , 09/2007 - 08/2009
Collins Aerospace Union, WV,
  • Resolved customer complaints and adjusted policies to meet changing needs.
  • Established and enforced clear goals to keep employees working collaboratively.
  • Provided ongoing training to address staff needs.
  • Complied with company policies, objectives and communication goals.
  • Identified and corrected performance and personnel issues to reduce impact to business operations.
  • Coached and mentored multiple staff members through constructive feedback to develop long-term career goals.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively diffusing situations.
  • Treated associates with fairness and respect, providing recognition of accomplishments.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Education and Training
High School Diploma: , Expected in 06/2007
Perry Traditional Academy - Pittsburgh, Pa,
Status -
  • 3.5 GPA
  • Honor Roll 2004-2007
  • Year Book Staff
  • Did an Intern at a Law Firm
  • Serviced through school with the NAACP

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Resume Overview

School Attended

  • Perry Traditional Academy

Job Titles Held:

  • Banker
  • Team Member
  • Manager
  • Supervisor


  • High School Diploma

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