Personal Banker Resume Example Wells Fargo

PERSONAL BANKER

Summary

Demonstrated an ability to proactively gain extensive product knowledge and combine that with strong customer relationship skills to achieve a solid record of sales success. I have shown excellent employee relationship skills as well. I am productive and keep an efficient work habit without supervision. I am known to have a positive attitude and high energy that can help motivate a team. I am a team player and performer on my sales team with more than 11 years sales/customer service experience and 2 years leadership experience

Skills

Cash vault audit
Sales growth
Branch operations
Rapport building
Loan application advisement
Customer satisfaction
Financial product expertise
Safe and vault operation

MS Office proficient
Strong sense of banking ethics
Debt and credit management
Currency and coin counter
Exceptional customer service
Excellent communication skills
Risk management evaluation background

Experience

Wells Fargo | Bessemer, ALPersonal Banker05/2016 - Current

Created strategic financial solutions to suit individualized client needs.
Met with clients to facilitate budget management and financial guidance.
Provided clients with information on bank accounts, institutional policies, financial products and related services.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
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.
Established connections with new clients through proactive follow-up strategies.
Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Promoted diverse array of financial products by continuously acquiring new industry knowledge.

AT&T | Birmingham, ALRetail Sales Associate07/2014 - 05/2016

Drove sales by effectively upselling and cross-selling products to maximize profitability.
Promoted brand through event marketing, demonstrations and sales.
Adhered to all company initiatives and achieved established goals for each.
Maintained assigned area to store standards by setting up and monitoring accurate ad signage and correct merchandise placement.
Processed merchandise returns and exchanges for customers to refund payments, trade items and offer store credit.
Assessed assigned areas and displays to maintain presentable condition, restocking and reorganizing merchandise as needed.
Followed all company policies, rules and procedures to promote company goals and maintain safety.
Engaged shoppers, providing assistance and information on merchandise and product features.
Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items.
Managed cash register operations using POS system, including processing sales and returns.

BestBuy Mobile | Birmingham, ALAssistant Manager02/2012 - 07/2014

Delegated daily tasks to team members to optimize group productivity.
Conducted job interviews, led employee performance evaluations with constructive feedback and rewarded top sales performers to attract and retain top-quality personnel.
Organized schedules, workflows and shift coverage to meet expected business demands.
Improved efficiency and productivity by implementing organization systems for financial reports, schedules and inventory control.
Reviewed sales reports to enhance sales performance and improve inventory management accuracy.
Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
Collaborated with store manager to develop strategies for achieving sales and profit goals.
Analyzed monthly sales and performance reports to support operational planning and strategic decision making.
Enforced company policies and procedures to strengthen operational standards across departments.
Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.

Best Buy | Alabaster, ALComputer and Tablets Product Specialist03/2010 - 02/2012

Learned about product's technical specifications and accurately explained specifications to customers and work team.
Rearranged products to make sure assigned areas looked clean and inviting to shoppers.
Provided assistance to customers, helping find needed products and introducing new offerings.
Utilized active listening and effective interpersonal skills to build customer relationships that lasted years.
Took part in trainings and workshops, learning about upcoming product launches and new merchandise.
Demonstrated how to properly use and apply products, enabling customers to learn about features before purchasing items.
Assisted end-users with software and hardware troubleshooting to determine causes of system malfunction.
Updated and reconfigured existing and new computers with current software and operating systems.
Researched, documented and escalated support cases to higher levels of support when unable to resolve issues using available resources.
Performed daily maintenance of computer systems to keep network processes fluid.

Education and Training

Pitt Community College | Winterville, NCSome College (No Degree)

Resume Overview

Companies Worked For:

Wells Fargo
AT&T
BestBuy Mobile
Best Buy

School Attended

Pitt Community College

Job Titles Held:

Personal Banker
Retail Sales Associate
Assistant Manager
Computer and Tablets Product Specialist

Degrees

Some College (No Degree)

Personal Banker Resume Example

Resume Score: 80%

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