LiveCareer-Resume

personal and small business banker resume example with 16+ 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:
  • :
Professional Summary

Experienced customer service with over 15 years of experience in banking (MENA) & North America. Excellent reputation for resolving problems and improving customer satisfaction.

Skills
  • Strategic Direction
  • Product Strategies
  • Customer Service
  • Team Oversight
  • Problem Resolution
  • Scheduling
  • Customer Experience
  • Technical Design
  • Customer Service Excellence
  • Status Updates
Work History
Personal and Small Business Banker, 08/2019 - 08/2021
Frost (Cullen/Frost Bankers) Tomball, TX,
  • Interacted with clients to define and understand long-term goals and strategies
  • Alleviated issues by using innovative methods and effective problem-solving skills
  • Developed analysis methodologies and task requirements in tandem with senior management
  • Provided sales forecasts within 90% accuracy each quarter and each year for long-term strategic planning
  • Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency
  • Reached average of 100% of sales goals each year
  • Mastered and constantly improved sales prospecting, follow-up and upsell processes
  • Researched potential customer markets thoroughly before beginning personal contacts
  • Leveraged CRM to collect, organize and manage sales data and customer information
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
  • Maintained up-to-date knowledge of competitors' products.
Lead Teller, 06/2019 - 10/2019
First Midwest Bank Wilmington, IL,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Answered inquiries regarding checking and savings accounts and other related products
  • Received car loan, home loan and other payments and posted to accounts
  • Identified potential needs through observation, questioning and listening
  • Created teller schedule to keep weekly and weekend shifts properly staffed
  • Provided customers with appropriate literature on banking products and services
  • Introduced customers to other bank team members to help meet financial needs
  • Investigated and promptly resolved issues with patron accounts
  • Mentored newly hired team members on appropriate responses to patron questions
  • Wrote and distributed customer correspondence
  • Established rapport with new clients to increase satisfaction and loyalty
  • Managed over 50 customer calls per day.
Teller, 06/2018 - 06/2019
Cardekho City, STATE,
  • Help customer with their financial needs by processing transactions
  • Build long lasting relationship with customer and team members
  • Help uncover financial needs of customers
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
  • Educated customers on use of banking website and mobile apps
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
  • Processed customer transactions promptly, minimizing wait times
  • Identified sales opportunities and referred customers to branch partners in financial services
  • Managed over 50 customer calls per day.
Relationship Manager, 2002 - 2015
Omdurman National Bank City, State,
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
  • Generated new business and referral clients in partnership with financial advisors and branch team
  • Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment
  • Assisted customers with opening accounts and signing up for new services
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
  • Maintained knowledge on banking products and distribution to provide optimal service support
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals
  • Supported financial director with special projects and additional job duties
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients
  • Identified improvement changes regarding key processes for internal controls and accounting procedures
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
  • Increased sales by 10%
Education
A postgraduate Diploma: Accounting and Finance, Expected in 2005
-
Sudan University of Science And Technology - Sudan,
GPA:
Status -
Bachelor’s Degree: Banking and Financial Sciences, Expected in 2001
-
Sudan Academy For Banking And Financial Sciences - Sudan,
GPA:
Status -
Languages
English :
Native or Bilingual:
Negotiated :
:
Arabic :
Native or Bilingual:
Negotiated :
:

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Resume Overview

School Attended

  • Sudan University of Science And Technology
  • Sudan Academy For Banking And Financial Sciences

Job Titles Held:

  • Personal and Small Business Banker
  • Lead Teller
  • Teller
  • Relationship Manager

Degrees

  • A postgraduate Diploma
  • Bachelor’s Degree

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