Banker resume example with 4+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Veteran banking professional dedicated to team and business success. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Analytical and detail-oriented with a demonstrated record of accomplishment in meeting sales and service goals.

  • Consumer Banking
  • Team Leadership
  • Opening and Closing Procedures
  • Reviewing Documents
  • Developing Customer Relationships
  • Building Customized Solutions
  • Security Knowledge
  • Cross-selling expertise
  • Professional demeanor
  • Meeting sales goals
  • Strategic planning
  • Revenue Generation
  • Financial advice
  • Operations management
  • Customer Relationship Management
  • Account servicing
  • Educating clients
Work History
11/2018 to Current Banker People's United Bank | Cowan Heights, CA,
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Supervised branch operations and made continuous improvements in each area.
  • Helped clients protect assets through variety of strategies.
  • Set risk management policies to mitigate bank losses.
  • Utilized up-to-date information to make effective decisions governing bank operations.
  • Provided advice on different bank products and financial options.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Exceeded sales goals on consistent basis.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Developed tailored solutions to meet individual banking needs.
07/2017 to 08/2018 Server Dacha Beer Garden | Washington, DC,
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
  • Cultivated warm relationships with regular customers.
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
  • Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
  • Asked customers for feedback, solved problems, provided additional items and service throughout meal.
12/2016 to 06/2017 Wireless Sales Associate T-Roc | Homer Glen, IL,
  • Maintained customer satisfaction with quick and professional handling of product returns.
  • Kept customers and other employees up-to-date on latest devices and technology by performing frequent product demonstrations.
  • Upsold customers by recommending accessories and promotions to increase revenue.
  • Operated product tools, equipment, and point of sale terminals.
  • Answered customer questions about products and services, helped locate merchandise and promoted key items.
  • Built customer loyalty and retention by delivering excellent shopping experiences.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
  • Maintained records related to sales, returns and inventory availability.
  • Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
Expected in 06/2013 High School Diploma | Southridge High School, Beaverton, OR GPA:

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Resume Overview

School Attended

  • Southridge High School

Job Titles Held:

  • Banker
  • Server
  • Wireless Sales Associate


  • High School Diploma

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