personal banker resume example with 12+ years of experience

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

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. Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts. In-depth knowledge of sales and marketing procedures and techniques. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Reliable employee. Offering excellent communication and good judgment. Hardworking and passionate jobseeker with strong organizational skills Ready to help team achieve company goals. Experienced personal banker over 5 years of experience in financial indus with over 5 years of experience in finanancial. Excellent reputation for resolving problems and improving customer satisfaction.

  • Portfolio assessment
  • Financial product knowledge
  • Loans
  • Financial advisement
  • Banking
  • Branch management
  • Loan application expertise
  • Client relationship management
  • Financial Advising
  • Teller auditing
  • Business Development
  • Financial services
  • Cash Handling
  • Sales and marketing
  • Relationship building and management
  • Banking operations knowledge
  • File Maintenance
  • Sales strategy
  • Excellent work ethic
  • Good listening skills
  • Self-motivated professional
  • Leadership
  • Customer service
  • Microsoft Office
  • Responsible
  • Maintenance & Repair
  • Detail-Oriented
  • Cleaning and Sanitizing
  • Cash Register Operations
  • Employee Training
  • Complaint Resolution
  • Problem Solving
  • Credits and Refunds
  • Policies and Procedures
  • Shipment Procedures
  • Call Response and Transfer
  • Honest and Ethical
  • Customer Relations
  • Reliable and Responsible
  • Cooperative Attitude
  • Customer Transactions
  • Work Task Prioritization
  • Payment Processing
  • Transaction Balance Sheets
  • Active Listening
  • Team Leadership
  • Goal Setting and Achievement
  • Creative Thinking
  • Check Cashing
Work History
10/2015 to Current Personal Banker Merchants Bank Of Indiana | Carmel, IN,
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Processed 5-10 customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
  • Performed vault duties to handle large deposits of up to $100k and distribute currency to coworkers.
  • and distribute currency to coworkers.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Expanded client base by promoting new financial products.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Solved customer challenges by offering relevant options to avoid future challanges.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Presented new and additional products and services to existing customers.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Keyed customer details, including contact information and payment data into system, carefully observing all corporate procedures related to confidentiality.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Achieved consistent recognition as top sales performer.
Current to Current Team Lead Ncr Corporation | Amarillo, TX,
  • Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
  • Adapted plans and adjusted equipment to maintain high standards of functionality and safety.
  • Conducted frequent equipment inspections and basic repair actions to keep machinery operating at peak levels.
  • Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Coached team members in techniques necessary to complete job tasks.
  • Participated in cross-functional team-building activities.
  • Prepared detailed reports on updates to project specifications, progress, identified conflicts and team activities.
  • Cross-trained existing employees to maximize team agility and performance.
03/2007 to 12/2011 Supervisor Challenge Unlimited | Highland, IL,
  • Established effective employee schedules and delegated tasks to take advantage of individual abilities and meet expected demands.
  • Built performance-oriented culture with satisfied, hardworking employees by clearly highlighting employee success and developing leaders from within.
  • Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
  • Conducted routine inspections of incoming materials to check quality and compliance with established product specifications.
  • Applied security, safety and loss prevention strategies during shifts.
  • Helped store management meet standards of service and quality in daily operations.
  • Responded to and resolved customer questions and concerns.
  • Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
  • Trained new employees and delegated daily tasks and responsibilities.
  • Monitored employee actions for safety, sanitation and general housekeeping compliance, proactively protecting staff and customers from safety hazards and infection risk.
  • Regulated pricing, inventory count and supply during shift hours.
  • Completed store opening and closing procedures, including setting up registers and checking products.
  • Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
Expected in to to High School Diploma | Metropolitan Community College, Omaha, NE GPA:
Native or Bilingual

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Resume Overview

School Attended

  • Metropolitan Community College

Job Titles Held:

  • Personal Banker
  • Team Lead
  • Supervisor


  • High School Diploma

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