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Personal Banker Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes problem solving knowledge and expansive experience in customer service.

Accomplishments
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of 7 staff members.
  • Collaborated with team of 8 in the development of customer service.
  • Delegate daily task and conduct morning huddles
Skills
  • Banking
  • Loans
  • Financial Product Knowledge
  • Financial Advisement
  • Financial services
  • Branch management
  • Teller auditing
  • Relationship building and management
  • Loan application expertise
  • Cash Handling
  • Client relationship management
  • Night and safe deposit procedures
  • Spanish speaking
  • Accounting systems and software
  • Microsoft applications
  • Working as a team
Work History
Personal Banker, 05/2018 to Current
Osb Community Bank (Osbcb) Brooklyn, MI,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • NMLS
  • Attend training on quarterly basis that helps keep up to date with any regulatory mandate.
  • Assisted customers with business needs including deposit account and credit.
  • Top performer with feedback surveys taken by clients on daily basis
Lead Teller Operations Specialist, 12/2017 to 05/2018
Vacasa Ithaca, NY,
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Carried out day-day-day duties accurately and efficiently.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Onboarded new temps by entering into software and setting up in time clock.
  • Created work schedules for all tellers.
  • Conducted Shipment operations for cash being received and shipped from the branch.
  • Atm certified to pull Atm deposit and load Atm with cas.
Teller, 11/2016 to 12/2017
Bangor Savings Bank Skowhegan, ME,
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Answered telephone inquiries on banking products, including checking, savings, loans and lines of credit.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Installer, 12/2015 to 08/2016
Desert Lumber And Truss Las Vegas, NV,
  • Installer of Hydraulic parts and electrical components to build Roll Off trucks like dump trucks and containers.
  • Operated tools, equipment and machinery according to safety standards.
  • Fixed broken PTO equipment using Hydraulic replacement tools and educated co-workers on proper use to prevent future mishaps.
  • Communicated quickly and accurately with supervisors about problematic sites, missed installations or other issues.
  • Laid out materials and system components to prepare for installation.
  • Routed electric cables and set controls from the cabin to rear end of the truck.
  • Installed brake lights, turning signals, and warning sirens.
  • Welding
Express Technician, 01/2014 to 10/2014
Penske Automotive Group Darien, CT,
  • Provided customer service and preformed maintenance for vehicles at the Dealership including oil changes, tire balance and mount, multi-point inspection, and tire rotation.
  • I helped clients understand what their vehicle needed and discussed pricing to come up with a plan to service vehicle in timely manner.
  • Attended safety training meetings to learn procedures for handling medical and fire emergency calls.
  • Connected callers with appropriate professional, department or business.
  • Translated for Spanish speaking customers.
Education
Associate of Science: Business Administration, Expected in 12/2021
to
Mercer County Community College - Trenton, NJ,
GPA:
Associate of Arts: Automotive Technology, Expected in 06/2015
to
Mercer County Technical Schools - Trenton, NJ
GPA:
High School Diploma: , Expected in 06/2015
to
Nottingham High School North - Hamilton, NJ,
GPA:
Additional Information

I'm OSHA certified for safety in a workplace.

Currently enrolled at Mercer County Community College.

I graduated from Mercer County Technical schools.

I'm a Notary through the State of New Jersey.

Bilingual (Spanish & English)

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Resume Strength

  • Formatting
  • Length
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • Mercer County Community College
  • Mercer County Technical Schools
  • Nottingham High School North
Job Titles Held:
  • Personal Banker
  • Lead Teller Operations Specialist
  • Teller
  • Installer
  • Express Technician
Degrees
  • Associate of Science
  • Associate of Arts
  • High School Diploma