business phone banker resume example with 12+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -

Hardworking Phone Banker with significant background in customer-facing and call center roles. Expert in maintaining call control and quickly determining customers' needs.

Exceeds service, performance and sales quotas regularly. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Committed with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking opportunities to expand skills while facilitating company growth.

  • Payment Processing
  • New Account Setup
  • Balance Verification and Reconciliation
  • Regulatory Compliance
  • Sorting and Filing
  • Proven history of applying creativity & logic to solve problems
  • Ability to collect, organize and disseminate significant amounts of information with attention to detail and accuracy along with ability to multitask while managing multiple files.
  • Ability to present the data and communicate effectively (verbal and written), including ability to present to executive level leadership.
  • Project management
  • Product and Service Sales
  • Information Processing
  • Customer Service
  • Problem-Solving
  • Attention to Detail
11/2019 to 05/2023
Business Phone Banker Wells Fargo City, STATE,
  • As a business phone banker my duties are reporting to my assigned desk ten minutes before scheduled clock-in time to start up all my applications I use throughout the day.
  • Opening time-tracker to clock-in and log when I clock out for breaks and lunch.
  • Answering between 80-100 calls a day assisting customers with account information errors that may have been found on their accounts.
  • Assisting customers with enrollment information about online banking, Enrolling customers with online services sometimes assisting with online account set up.
  • Processing business and personal credit cards payments via phone.
  • Processing business lines of credit and business loans payments via phone.
  • Informing customers on any special offers that were available to them at the time of the call.
  • Tracking referrals and closed sales.
  • Reporting to my team lead for monthly closing quota of sales for referrals.
  • Toggling between 6-7 different applications throughout the day.
  • Completing any scheduled training for virtual training assign by my department.
  • Boosted customer satisfaction with knowledgeable answers and fast service for diverse needs.
  • Provided complaint resolution through root cause analysis and service recovery to retain existing clients and increase customer satisfaction.
  • Matched members to products and services meeting current needs and expected lifestyle changes.
  • Navigating multiple computer systems and applications and utilized search tools to find customer information.
04/2015 to 11/2019
Receptionist/Assistant Manager The Beauty Bar Salon City, STATE,
  • Answered and directed incoming calls using multi-line telephone system.
  • Scheduled and confirmed appointments.
  • Served visitors by greeting, welcoming and directing to appropriate personnel.
  • Updated and recorded customer or client information to maintain accounts.
  • Processed payments and updated accounts to reflect balance changes.
  • Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
  • Promoted client retention through high-quality service and follow through.
  • Monitored and tracked salon product contracts and deliveries.
  • Handled guest complaints, maintaining positive dining experience for salon patrons.
  • Resolved guest complaints.
  • Delegated daily tasks to team members to optimize group productivity.
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Organized schedules, workflows and shift coverage to meet expected business demands.
03/2011 to 04/2015
Cashier/Lead Cashier Home Depot City, STATE,
  • Operated cash register or POS system to receive payment by cash, check and credit card.
  • Issued receipts and provided change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Answered customer questions and provided store information.
  • Delivered high level of customer service to patrons using active listening and engagement skills.
  • Helped customers find specific products, answered questions and offered product advice.
  • Helped with purchases and signed customers up for rewards program.
  • Assisted with training new cashiers and customer service team members to increase speed of onboarding.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Authorized discounts and special actions to resolve customer disputes and maintain satisfaction.
Education and Training
Expected in 06/2012 to to
High School Diploma:
Kenndey Charter HighSchool - Charlotte,
  • Promoted to manger due to showing management skills and over achieving.
  • Exceeded sales goals by average of 35% of 20% quota in 2021
  • Top performer award Level 4 (Wells Fargo) 2020
  • Shared Success Award (Wells Fargo 2021)
  • KDM Champion Award, Consistency meeting and or exceeding job requirements Level 5 (Wells Fargo 2019)
  • QA Champion Award Consistency meeting and or exceeding job requirements level 5 (Wells Fargo 2019)

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Resume Overview

School Attended

  • Kenndey Charter HighSchool

Job Titles Held:

  • Business Phone Banker
  • Receptionist/Assistant Manager
  • Cashier/Lead Cashier


  • High School Diploma

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