LiveCareer-Resume

banker resume example with 19 years of experience

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

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Skills
  • Customer Service
  • Bank Sales
  • Relationship Building
  • Cross-Selling and Partner Referrals
  • Verbal and Written Communication
  • Teller Support
  • Employee Training Assistance
  • Prospect Calling
  • Product Promotion
  • Products and Services Knowledge
  • New Account Setup
  • Recordkeeping and Documentation
  • Product and Service Sales
  • Discrepancy Resolution
  • Signature Verification
  • Bank Deposits
Experience
Banker, 03/2020 - Current
Sandia Resort Casino Albuquerque, NM,
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Advised customers on bank products, services and financial planning options.
  • Assisted customers by answering banking questions and recommending solutions.
  • Helped customers understand and use mobile applications and online banking.
  • Modified, opened and closed customer accounts.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Completed daily cash balancing and operated ATMs.
  • Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
  • 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.
  • Verified amounts and integrity of every check or funds transfer.
  • Researched account information regarding loans and deposits.
  • Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Customized products and services to meet specific banking requirements.
  • 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.
  • Processed general ledger tickets for expenses and fee income.
Universal Banker, 11/2015 - 03/2020
Synovus Financial Corp. Delray Beach, FL,
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Helped customers understand and use technical tools such as mobile applications and online banking.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Completed routine transfers, deposits and bill payments.
  • Assisted customers by answering banking questions and recommending solutions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Advised customers on bank products, services and financial planning options.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Researched account information regarding loans and deposits.
  • Processed general ledger tickets for expenses and fee income.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Set up new and regularly serviced existing accounts to bring in maximum revenue.
  • Helped customers understand and use mobile applications and online banking.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Completed weekly cash ordering and balancing of operated ATMs.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies
  • Performed special services for customers, ordering bank cards and checks.
  • Verified amounts and integrity of every check or funds transfer.
  • Tracked payments, account updates and customer interactions.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
  • Managed and balanced cash vault, audits and general ledger accounts.
  • Verified transactions involving cashier's checks, money orders and account transfers.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Received and counted daily inventories of cash, drafts and checks.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Received loan and credit card payments, verifying payment dates and amounts due.
  • Prepared official checks for customer and internal bank needs.
  • Reported daily averages and shortages to operations department.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Performed both international and domestic wire transfers
Flex Banker/Teller, 05/2004 - 11/2015
Citizens Bank City, STATE,
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Delivered exceptional service to customers in person or over telephone.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Adhered to financial services security and audit procedures.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Directed specific questions to appropriate branch personnel.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Trained employees on cash drawer operation.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • 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.
  • Performed special services for customers, ordering bank cards and checks.
  • Verified amounts and integrity of every check or funds transfer.
  • Prepared official checks for customer and internal bank needs.
  • Reported daily averages and shortages to operations department.
  • Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
Education and Training
Associate of Science: Physical Therapy, Expected in 12/2000
-
Evelyn Hone College - Lusaka, Zambia,
GPA:
Status -
Additional Information
  • Notary Public
  • NMLS Licence

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Resume Overview

School Attended

  • Evelyn Hone College

Job Titles Held:

  • Banker
  • Universal Banker
  • Flex Banker/Teller

Degrees

  • Associate of Science

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