Branch Banker resume example with 8 years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary
Passionate banking professional with 5+ years of experience in relationship development, sales and service, positioning solutions for customer issues, consistently meeting and surpassing goals. Dedicated in being with a company that challenges me and also secures a career that will help me grow and utilizes my skills while contributing to the company by bringing in more assets and creating more customer relationships and loyalty.
Skills
Adaptable to Changing Conditions
Goal Setting
Data Analysis
Social Perceptiveness
Service-Oriented
Relationship Building
Time Management
Critical Thinking/Decision Making
Cash Flow Management
Products and Services Knowledge
Bank Sales
Cross-Selling and Partner Referrals
Employee Training Assistance
Problem-Solving
Client Relationship Management
Education and Training
East Mecklenburg High SchoolCharlotte, Expected in 06/2012 ā āHigh School Diploma: - GPA:
Central Piedmont Community CollegeCharlotte, Expected in ā ā:Accounting - GPA:
Experience
Bank Of Clarke County - Branch Banker Pearland, TX, 10/2021 - Current
Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
Identified financial needs of customers and presented appropriate product and service options.
Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
Participated in training and mentoring of new associates, assisting with onboarding .
Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Processed maintenance, operations and correspondence for new and existing accounts.
Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
Advised customers on bank products, services and financial planning options.
Verified amounts and integrity of every check or funds transfer.
Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
Maintained cash drawer by following exact procedures for transactions and strong security protocols.
Researched and resolved open items and deposit issues.
Helped customers understand and use mobile applications and online banking.
Being digitally savvy. Showing customers how to easily navigate the mobile and online experience, using the branchās iPads. Educating customers on other banking channels as well as other products and services.
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Assisted customers by answering banking questions and recommending solutions.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Achieved or exceeded personal sales goals on consistent basis.
Glacier Bancorp - Branch Sales Service Associate City, STATE, 12/2018 - 11/2019
Process teller transactions. Provide service to sales interactions.
Perform lobby enhancement activities to assist customers and connect with them to be able to position the right product/partner that will best service their financial needs.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Helped customers understand and use mobile applications and online banking.
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Assisted customers by answering banking questions and recommending solutions.
Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
New View Realty Group - Assistant Property Manager City, STATE, 04/2017 - 12/2018
Coordinated general maintenance and repairs to keep facilities operational and attractive.
Settled tenant conflicts using persuasive communication skills and expert knowledge of leasing agreements.
Developed strong, professional relationships with residents by delivering exemplary service and engagement.
Inspected properties regularly to identify deficiencies and schedule repairs.
Checked common areas regularly to keep neat, clean and free of debris.
Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
Addressed and resolved complaints, concerns and service requirements to deliver prompt remedial action.
Collected monthly assessments, rental fees, deposits and payments.
Oversaw daily operations, maintenance and administration of various properties.
Conducted tours of vacancies with prospective tenants.
JP Morgan Chase - Sr Specialist City, STATE, 08/2016 - 04/2017
Administered delinquency cycle from start to finish, managing collections calling, skip tracing, outside collections agency coordination and related litigation.
Processed payments over phone and set up recurring drafts.
Followed fair debt practices and regulatory guidelines when managing collections process.
Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
Recovered lost revenue by persistently reaching out to customers with past due accounts.
Investigated and solved problems with payments, account updates and other concerns.
Reached out to customer to pursue payments, remind of obligations and discuss default procedures.
Woodforest National Bank - Retail Banker City, State, 01/2015 - 07/2016
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Received mortgage and other loan payments, verifying payment dates and amounts due.
Performed special services for customers, ordering bank cards and checks.
Leveraged customer service and sales abilities to consistently meet performance goals.
Verified amounts and integrity of every check or funds transfer.
Identified and resolved complex client service issues to deliver exceptional customer service.
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