personal banker resume example with 4+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Accomplished Administrative Support professional practiced at addressing all facets of business office needs, including file and document management, inventory allocation and technical training. Offering professional communication, strong time management and multitasking expertise. Organized and dedicated with proven track record of providing exceptional customer service in fast-paced environments. Self-motivated work ethic with ability to perform effectively in independent or team environments. Hardworking and organized with exceptional time management abilities. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

  • Team collaboration
  • Scheduling
  • Customer-service
  • Professional phone etiquette
  • Employee training and development
  • Answering incoming calls
  • Cleaning abilities
  • Flexible
  • Memorization and recall
  • Punctual
  • Excellent communication skills
  • Customer assistance
  • Stocking and replenishing
  • Cash register operations
  • Money handling
  • Identification checks
  • Check cashing
  • Currency sorting
  • Adaptability
  • Multi-tasking ability
  • Basic math skills
  • Monetary transactions
  • Product restocking
  • Cash register skills
  • Loss prevention
  • Cash counting
  • Customer relationship development
  • Spanish speaking
Roma High School Roma, TX Expected in 2017 High School Diploma : - GPA :
Work History
Coastal Financial Corporation - Personal Banker
Sultan, WA, 02/2021 - Current
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Expanded client base by promoting new financial products.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Presented new and additional products and services to existing customers.
  • Answered customer questions and explained additional services offered by the bank.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Approached prospective clients through cold calling and emails to meet sales targets.
Neighbors Credit Union - Universal Teller
Saint Louis, MO, 06/2019 - Current
  • Enthusiastically greeted customers and offered dedicated service during entire transaction.
  • Maintained friendly and professional customer interactions.
  • Processed exchange and foreign currency.
  • Served needs of customers in a busy environment.
  • Sold cashier's checks.
  • Maintained teller drawer to perform bank transactions.
  • Organized, stocked and maintained teller window area.
  • Performed customer transactions for cashiers checks, deposits and withdrawals.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained a good balancing record on box.
  • Exceeded quarterly sales goals.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Capitol District Supply - Office Clerk
Schenectady, NY, 05/2018 - 05/2019
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
  • Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
  • Received and routed business correspondence to correct departments and staff members.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Checked documentation for accuracy and validity on updated systems.
  • Verified cards, gave change and collected and processed over $2,000 worth of payments.
  • Maintained composure in stressful situations and continued to provide helpful and kind guest services for fantastic customer satisfaction.
  • Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
  • Maintained organized files and stocked supplies to support team needs and maximize performance.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Counted and packaged currency and coins.
  • Assisted estimated 60 customers each day and remained poised and professional even in high-stress situations and when dealing with irate individuals.
  • Reconciled cash drawer and resolved discrepancies.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Answered department phone calls.
  • Kept drawers accurate, current and secure by checking bills for counterfeit markers, storing large bills and keeping adequate change.
  • Trained new employees and provided back-up coverage to provide customers with optimal support.
Barquito Oyster Bar - Cashier/Hostess
City, STATE, 05/2017 - 08/2017
  • Took reservations and to-go orders by phone, answered customer questions and informed of accurate wait times.
  • Monitored seating area and checked restrooms to keep them spotless.
  • Helped servers by taking tables drink orders when restaurant was pretty full.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Informed servers of newly seated parties for speedy service.
  • Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
  • Answered customer questions about hours, seating and reservation information.
  • Collaborated with kitchen to inform customers of wait times and answer questions about food.
  • Routinely supported other areas of restaurant as requested, including answering telephones and completing financial transactions for other staff members.
  • Monitored front entrance for new guests while assisting servers by taking and delivering drink orders.
  • Documented reservations, alerted servers and managers of large groups and prepared seating.
  • Took reservations by phone and walk-in, keeping scheduling demands and kitchen output in time to avoid overbooking.
  • Counted cash in register drawer to balance register at beginning and end of shift.
  • Checked bills with counterfeit pens and examined coins to spot and refuse foreign currency.

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Resume Overview

School Attended

  • Roma High School

Job Titles Held:

  • Personal Banker
  • Universal Teller
  • Office Clerk
  • Cashier/Hostess


  • High School Diploma

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