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personal banker resume example with 12 years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
P ROFESSIONAL SUMMARY Personal Banker skilled at informing clients about banking products and services and recommending the best options to meet their needs. Excellent interpersonal skills.
Skills
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Work History
03/2011 to Current Personal Banker First National Bank Texas | Tyler, TX,
  • Reporting to the Branch Manager, responsible for driving revenue through direct sales of personal accounts, loans and lines of credit.
  • Meet with clients on a regular basis to assess their financial needs and growth opportunities while providing clients with the tools, information, and benefits to assist them in attaining their financial goals.
  • Fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications Provide leadership, training and support to less experienced New Account Representatives and other branch staff members.
  • Ensured that the distributions and disbursements of funds are properly processed, and that wire and risk functions are performed with adherence to SEC Regulations and Anti Money Laundering procedures to ensure minimal risk and exposure to the firm and the client.
10/2009 to 03/2011 Teller Westconsin Credit Union | Cedar Falls, WI,
  • Responsible for operating and maintaining balanced cash registers in an effective and efficient manner.
  • Assist in customer queries and present an agreeable solution to ensure client satisfaction.
  • Educate customers regarding the benefits of products and services as well as answer questions regarding customers' inquiries on bank accounts.
  • Responsible for the review, approval, and archival process of financial transactions.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
08/2007 to 02/2008 Teller Westconsin Credit Union | New Richmond, WI,
  • Responsible for operating and maintaining balanced cash registers in an effective and efficient manner.
  • Assist colleagues in all cash register responsibilities including balancing and organizing cash registers.
  • Assist in customer queries and present an agreeable solution to ensure client satisfaction.
  • Educate customers regarding the benefits of products and services as well as answer questions regarding customers' inquiries on bank accounts.
Education
Expected in May 2011 to to Bachelor of Science | Economics Rutgers University, New Brunswick, N J GPA:
Expected in 2012 to to ACCOMPLISHMENTS | , , GPA:

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Resume Overview

School Attended

  • Rutgers University

Job Titles Held:

  • Personal Banker
  • Teller
  • Teller

Degrees

  • Bachelor of Science
  • ACCOMPLISHMENTS

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