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Financial Services Representative I Personal Banker Resume Example

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Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary

Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments. Consistently positive and committed to reaching business goals. Hands-on, client-oriented banking professional able to implement creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.

Skills
  • Ability to Work Under Pressure
  • Communication
  • Self-Motivation
  • Adaptability
  • Teamwork
  • Time Management
  • Conflict Resolution
  • Decision Making
Education and Training
Helen Hunt Jackson Independent Studies Hemet, CA, Expected in 06/2007 High School Diploma : - GPA :
Experience
First Citizens Bank - Financial Services Representative I/Personal Banker
Danielsville, GA, 01/2015 - Current

Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Cross sell products and services to members by assisting or referring the member to an appropriate representative.Participate in the sales program, contests, telemarketing and meetings. Accurately track all referrals/sales.Meet established sales goals as assigned. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation. Maintain the integrity of the sales program by accurately recording and tracking all member encounters. Participate in business development activities including participating in orientations and on-sites. Contribute to the sales orientation of the branch by instructing co-workers as directed by management in product knowledge and cross-selling techniques. Participate in AML/BSA compliance training as assigned.Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Also, act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. Perform wire transfers: domestic and foreign. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned.

Community West Credit Union - Member Service Representative/Teller
Rockford, MI, 10/2014 - 01/2015

Reports to work on time, takes required breaks, and works for the full amount of time scheduled before leaving, or notifying the supervisor if any deviations from these responsibilities are necessary. Welcomes members to the branch, determining their needs, and directing them to the proper services and resources for transacting business. Demonstrates excellence in member service by providing service in an efficient, friendly and professional manner, ensuring continuous improvement in the Member Satisfaction Survey tied to the Stakeholders® model. Displays a working knowledge of all credit union and ancillary service’s products and services in order to provide consistent and excellent member service at each branch. Takes ownership of every member every time and providing “Start to Finish” member service. Preserves the retail image of the branch office by maintaining a superior appearance of professionalism, cleanliness, and organization. Coaches members in the usage of our technology. Understands profitability concepts and cross selling appropriate services to members to increase their profitability and obtain referrals. Coordinates accurately all member account activities. Trouble-shoots members account problems and implementing solutions that are best for the member and the Credit Union. Completes the necessary documentation pertaining to account fraud as needed. Also responsible for obtaining and maintaining knowledge of current state and federal laws and regulations regarding such accounts. Balances accurately assigned cash drawer and/or vault and CDM’s. Meets cash balancing standards established by Altura Credit Union. Performs accurately Symitar functions as required. Obtains a Teller Training passing grade of 80% or higher. Demonstrates excellence in member service by achieving no less than 90% on every. Mystery Shop result. Understands and utilizes the TASQ program to properly track positive/negative member feedback and transactional errors. Attends job-related training classes as required. Adheres to all Credit Union policies, procedures, standards, etc. Performs other essential functions of the job that may be assigned by your supervisor.

Gene B. Glick Company - Customer Service Representative/Teller Supervisor
Muncie, IN, 08/2008 - 09/2014

Reports to work on time, takes required breaks, and works for the full amount of time scheduled before leaving, or notifying the supervisor if any deviations from these responsibilities are necessary. Welcomes members to the branch, determining their needs, and directing them to the proper services and resources for transacting business. Demonstrates excellence in member service by providing service in an efficient, friendly and professional manner, ensuring continuous improvement in the Member Satisfaction Survey tied to the Stakeholders® model. Displays a working knowledge of all products and services in order to provide consistent and excellent member service at each branch. Takes ownership of every member every time and providing “Start to Finish” member service. Preserves the retail image of the branch office by maintaining a superior appearance of professionalism, cleanliness, and organization. Coaches members in the usage of our technology. Understands profitability concepts and cross selling appropriate services to members to increase their profitability and obtain referrals. Coordinates accurately all member account activities. Trouble-shoots members account problems and implementing solutions that are best for the member and the Bank. Completes the necessary documentation pertaining to account fraud as needed. Also responsible for obtaining and maintaining knowledge of current state and federal laws and regulations regarding such accounts. Balances accurately assigned cash drawer and/or vault. Meets cash balancing standards. Obtains a Teller Training passing grade of 80% or higher. Demonstrates excellence in member service by achieving no less than 90% on every. Mystery Shop result. Understands and utilizes the TASQ program to properly track positive/negative member feedback and transactional errors. Attends job-related training classes as required. Adheres to all Bank policies, procedures, standards, etc. Performs other essential functions of the job that may be assigned by your supervisor.

Automotive Collision And Refinish Specialist - Office Assistant
City, STATE, 09/2007 - 08/2008

Greet all customers that come through the door, directing them to the correct department or answering basic questions. Answer incoming calls and direct all phone calls to the appropriate departments. Calling customers and insurance companies as directed. File all invoices and customer information. Keeping the work place clean and tidy. Preparing all bank deposits.

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87Good

Resume Strength

  • Length
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • Helen Hunt Jackson Independent Studies
Job Titles Held:
  • Financial Services Representative I/Personal Banker
  • Member Service Representative/Teller
  • Customer Service Representative/Teller Supervisor
  • Office Assistant
Degrees
  • High School Diploma