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personal banker resume example with 20+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Accommodating Personal Banker committed to maintaining high customer service ratings and presenting professional image. Experienced in expertly handling over 100 banking transactions per day and interacting with customers. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties. Flexible hard worker ready to learn and contribute to team success. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Accommodating Personal Banker following proper procedures in filling out paperwork, inputting data and obtaining credit reports. Experience regularly communicating with existing and potential customers. Diligent and articulate with advanced expertise in prospecting. Friendly employee with knowledge of banking regulations and regulatory compliance. Offers great communication, collaboration and organizational skills. Hospitable professional offering persuasive and analytical personality traits needed to engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.

Skills
  • Increased revenue
  • Branch operations
  • Loan application advisement
  • Customer satisfaction
  • Financial strategy management
  • Cash vault audit
  • Marketing and sales
  • Customer care experience
  • Teambuilding
  • Planning
Experience
01/2019 to 01/2020 Personal Banker Crossfirst Bankshares, Inc. | Wichita, KS,
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Created strategic financial solutions to suit individualized client needs.
  • Maximized branch revenue by optimizing daily operations.
  • Developed highly productive teams to support branch operations and cultivate customer satisfaction.
  • Processed invoices and checks and maintained daily cash logs and deposits.
  • Increased teller efficiency by developing and implementing improved service methods
  • Processed [Number] transactions per day and handled money transfers, deposits and withdrawals.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Profiled customers effectively to identify needs and match bank products.
  • Delivered high level of customer service and support by answering questions and returning phone calls quickly.
  • Made deposits and withdrawals, collected payments and processed cash orders.
  • Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
07/2012 to 01/2019 Banker Associated Bank | Plover, WI,
  • Advised customers on bank products, services and financial planning options.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Modified, opened and closed customer accounts.
  • Completed daily cash balancing and operated ATMs.
  • Verified amounts and integrity of every check or funds transfer.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Put together and executed loan documents.
  • Devised targeted solutions for various customers and offered deposit, lending and investment services.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Counted as much as $70,000.00 in daily funds with manual and machine-assisted methods.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Met with new clients and completed pre-qualification procedures.
  • Developed culture of success rewarding performance, productivity and sales results.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
  • Reduced bank losses by setting successful risk management policies.
  • Set up new and regularly serviced existing accounts to bring in maximum revenue.
  • Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Customized products and services to meet specific banking requirements.
  • Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Developed and oversaw events to bring in customers and promote products.
  • Developed asset protection strategies for clients.
  • Met needs of high net worth individuals looking to manage at least $5 million in assets.
06/1994 to 07/2012 Retail Store Manager Destination Xl Group, Inc. | Kennesaw, GA,
  • Connected with customers daily to understand needs, provide assistance and collect feedback to optimize operations.
  • Managed daily operations by completing purchasing, inventory control, merchandising and product distribution tasks.
  • Organized new stock for floor placement.
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Prepared and submitted nightly bank deposits.
  • Improved profitability by executing daily, weekly and monthly floor plan changes.
  • Mentored employees and instructed on management of complicated sales, complex issues and difficult customers.
  • Created engaging merchandise presentations to motivate impulse purchases.
  • Organized and updated schedules to optimize coverage for expected customer demands.
  • Prevented store losses using awareness and attention to detail to detect gaps for corrective action.
  • Taught junior employees how to meet operational and sales goals with proactive strategies.
  • Conducted job interviews, led employee performance evaluations and rewarded top performers to attract and retain quality personnel.
  • Monitored cash drawers in multiple checkout stations to verify adequate cash supply.
  • Supervised receiving and stockroom activities to identify opportunities with inventory and prevent shrinkage.
  • Coached and mentored employees by offering constructive feedback and taking interest in long-term career growth.
  • Contributed to merchandising ideas at team meetings to increase sales.
  • Positively impacted product relevance through careful distribution, merchandising and display techniques.
  • Managed special store projects to improve store-wide processes and operations.
  • Minimized financial discrepancies by accurately controlling monthly operations budget.
  • Verified merchandise pricing to achieve revenue and profitability goals, reduce shrink and forecast sales.
  • Negotiated and worked with local vendors to keep costs low and build community relations.
  • Reduced labor costs by assessing and improving staff training, developing engagement programs and improving processes.
  • Increased store sales by cross-selling complementary items.
  • Raised profits by setting ambitious sales goals for employees, encouraging sales staff, prioritizing customer service and resolving customer issues.
  • Boosted company sales by developing and implementing strategic marketing approaches.
11/1986 to 06/1994 Certified Nursing Assistant Archcare | Rhinebeck, NY,
  • Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
  • Facilitated activities of daily living, personal hygiene management, feeding and ambulation.
  • Exhibited compassionate care and communication regarding issues surrounding death and dying.
  • Managed and maintained patient rooms, shared-living areas, and nursing stations.
  • Looked for physical, emotional, and symptomatic changes in patient condition and obtained necessary care for medical concerns.
  • Rendered hands-on nursing care under direct RN supervision, adhering to medical center policies and procedures.
  • Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
  • Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
  • Used mobility devices to transport patients.
  • Documented activities and recorded information in EMR system.
  • Provided basic patient care by bathing and grooming patients, changing bedding and assisting in feeding activities.
  • Collected and documented vital signs to track current patient conditions.
  • Recognized and reported abnormalities or changes in patients' health status to nursing staff for immediate assessment.
  • Monitored patient's respiration activity, blood pressure and blood glucose levels in response to medical administration.
  • Took patients' blood pressure, temperature and pulse and documented height and weight.
  • Engaged with patient family and friends to provide courteous visit experience.
  • Communicated concerns regarding patients' status, care and environment to nursing supervisors, clinical care supervisors, and case managers.
  • Answered signal lights, bells and requests-for-service to assist patient services fulfillment.
  • Delivered high level of care to every patient.
  • Documented patient intake and dietary requirements and aided with feeding and monitoring.
  • Answered patient and family questions to educate on optimal treatment procedures.
  • Comforted patients and provided each with reassurance and encouragement.
  • Followed safe lifting techniques and individual resident lifting instructions.
  • Documented information in patient charts and communicated status updates to interdisciplinary care team.
  • Planned, prepared and served meals and snacks according to prescribed diets.
  • Promoted patient satisfaction by assisting with bathing, dressing, toileting and exercising.
  • Assisted with adequate nutrition and fluid intake.
  • Assisted patients during ambulation and moved from one place to another by pushing wheelchairs.
  • Turned or re-positioned bedridden patients to promote blood flow and prevent bedsores.
  • Followed rehabilitation and treatment care plans to accelerate patient recovery, minimize pain and optimize patient outcomes.
  • Provided support with bathing, toileting, grooming, and washing.
  • Assisted patients gently and respectfully with daily living activities and documented care per unit protocols.
  • Assisted over 1000 residents with daily needs, personal hygiene, dressing and facility transfers.
  • Protected and promoted patient rights and assisted individuals to achieve maximum independence.
  • Maintained composure and efficiency during rapid response situation and emergency codes.
  • Provided compassionate care and clear communication in dealing with issues of death and dying.
  • Maintained clean and neat environment in patient care area, checked and restocked supplies and handled linen management and trash removal.
  • Watched over patients to identify potential symptoms of medical conditions.
  • Documented nursing assessments, treatments and follow-up care to maintain patient safety and optimize workflow.
  • Monitored and observed patients' to accurately records changes in condition and reaction to medications and treatment.
  • Maintained sanitary conditions by providing immediate wound care and dressing changes.
  • Monitored fluid intake and output levels to evaluate electrolyte imbalances.
  • Performed passive range of motion, simple dressing changes, skincare, and glucose testing.
  • Observed patient conditions compassionately, listened attentively and reported abnormal changes to supervisor verbally and in writing while also following up with patient.
  • Assisted nurses with cleaning G-tube, J-tube and regular catheter insertion.
  • Played games with patients to boost mood, improve memory and provide light entertainment.
Education and Training
Expected in to to GED | Bellefonte Area High School, Bellefonte, PA GPA:

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Resume Overview

School Attended

  • Bellefonte Area High School

Job Titles Held:

  • Personal Banker
  • Banker
  • Retail Store Manager
  • Certified Nursing Assistant

Degrees

  • GED

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