Banker resume example with 13+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
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.
Skills
Commercial servicing
Federal lending guidelines
De-escalating conflicts
Closing procedures
Generating referrals
Cash ordering
Money handling
Customer service-oriented
Creative thinking
Resourcefulness
Follow-up skills
Education and Training
Bourne High SchoolBourne, MAExpected in 05/2001 ā āHigh School Diploma: - GPA:
Cape Cod Community CollegeWest Barnstable, MAExpected in 05/2004 ā āAssociate of Arts:Libral Arts - GPA:
Experience
People's United Bank - Banker Fair Haven, VT, 01/2014 - Current
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 and operated ATMs.
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.
Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Maintained optimal financial controls by securing funds and making accurate transactions.
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.
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 and offered deposit, lending and investment services.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
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.
Developed culture of success rewarding performance, productivity and sales results.
Built positive relationships with realtors to produce client referrals.
Set up new and regularly serviced existing accounts to bring in maximum revenue.
Met with applicants to obtain information for loan applications and answer questions about processes.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Spent ample time with each applicant to break down complex information into terms that easy to understand.
Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
Met with applicants to obtain information to streamline loan application process, fielding questions regarding steps.
Juggled multiple projects and tasks to ensure high quality and timely delivery.
Consumers Credit Union - Teller Manager Schaumburg, IL, 01/2011 - 01/2014
Drove daily operations through cash drawer balancing, counterfeit currency identification and vault cash management.
Supervised teller team by enforcing policies and procedures related to teller operations, security and compliance.
Reviewed and approved transactions above limits and authority levels of teller staff.
Controlled cash and carried out cash use forecasting to maximize availability while minimizing risk.
Oversaw daily actions of tellers, responded to escalated customer inquiries and assigned tasks to meet operational needs.
Monitored branch activities for compliance with BSA and AML, reporting issues.
Enhanced financial performance metrics by networking to create successful and sustainable relationships.
Articulated growth objectives and operating plans.
Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
Filed government-mandated reports related to large cash transactions and sale of monetary instruments.
Wesbanco - Teller Mineral Wells, WV, 06/2008 - 01/2011
Maintained confidentiality of bank records and client information.
Adhered to financial services security and audit procedures.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Identified and reported suspicious behavior to security personnel as appropriate.
Directed specific questions to appropriate branch personnel.
Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
Assisted customers by phone and in person by answering banking questions and recommending solutions.
Kept teller window areas clean, organized and fully stocked.
Balanced bank's vault of daily cash for withdrawals and deposits.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Welcomed customers and offered pleasant service during entire transaction.
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