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Personal Banker Resume Example

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PERSONAL BANKER
Summary

Dedicated and organized financial professional seeking new opportunities to drive sales and growth. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Talented at managing competing priorities to accomplish challenging goals. Consistently exceeds company objectives to secure client satisfaction and loyalty.

Skills
  • Cash handling accuracy
  • Relationship selling
  • Merchandising knowledge
  • Inventory control procedures
  • Dispute mediation
  • Retail loss prevention
  • B2B sales and customer service
  • Reliable and punctual
  • Superb time management
  • Product Sales
  • Reading comprehension skills
  • Time management ability
  • Accurate money handling
  • Documentation and recordkeeping
  • Results oriented
  • Product line expansion
  • POS system operation
  • Team player mentality
  • Negotiations
  • Outgoing personality
  • Client account management
  • Customer- and service-oriented
  • Listening skills
  • Energetic self-starter
  • Sales development
  • Financial records analysis
Experience
Citibank | New York, NYPersonal Banker08/2016 - 12/2016
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Processed invoices and checks and maintained daily cash logs and deposits.
  • Devised targeted solutions for various customers, including deposit, lending and investment services.
  • Created detailed financial models and applied analytical tools to facilitate variance analysis.
  • Created strategic financial solutions to suit individualized client needs.
  • Provided clients with budget management and financial guidance.
  • Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.
  • 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.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
Century 21 Department Store | New York, NYSenior Beauty Advisor12/2015 - 08/2016
  • Built and deepened productive and positive customer relationships with high-quality service and focus on gaining loyalty.
  • Capitalized on upselling opportunities for additional products and services to increase sales numbers.
  • Showed customers how to apply makeup and other products to achieve desired looks.
  • Kept counter and display areas in clean and neat fashion.
  • Hosted frequent counter events to properly promote new products.
  • Helped customers find optimal products best-suited skin and hair types.
  • Accomplished and surpassed sales goals on regular basis.
  • Assisted customers in feeling relaxed and comfortable with the process.
  • Made recommendations of appropriate products to meet customers' individual needs.
  • Evaluated customer skin to determine unique conditions and skin type.
  • Displayed merchandise to present visually appealing arrangements that drive sales.
  • Collected payment from customers and scheduled next appointments.
  • Backed up reception desk by answering phones, scheduling appointments and processing payments.
Toys R Us | New York, NYElectronics Sales Associate10/2015 - 12/2015
  • Provided every customer with professional and polite support for sales and service needs.
  • Bagged, wrapped and packaged purchases according to customer needs.
  • Worked with off-site locations to find desired items for customers.
  • Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items.
  • Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
  • Maintained current store, product and promotional knowledge to drive consistent sales.
  • Processed payments and maintained accurate drawers to meet financial targets.
  • Approached customers and engaged each compelling conversations through use of effective interpersonal and people skills.
  • Counted cash, made change and stored coupons to keep organized and balanced cash register drawer.
  • Processed merchandise returns and exchanges for customers to refund payments, trade items and offer store credit.
  • Searched store inventory system to determine whether requested products were available.
  • Calculated pricing, scanned tags, applied discounts, collected payment and offered receipts to process transactions.
  • Maintained current knowledge of special savings, sales, promotions and other offerings to enhance customer support.
  • Arranged merchandise for display to highlight new styles, attract customers and enhance sales.
  • Answered questions about current promotions and resolved issues according to store policies.
  • Welcomed customers, offered to help locate items and suggested merchandise without being intrusive or pushy.
  • Met or exceeded upselling, donation and credit card sign-up targets on consistent basis by leveraging excellent communication and interpersonal strengths.
Macys | New York, NYSales Associate07/2015 - 10/2015
  • Sold various products by explaining unique features and educating customers on proper application.
  • Negotiated and closed deals with minimal oversight.
  • Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
  • Kept apprised of emerging trends and provided informative customer service to assist in product selection.
  • Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
  • Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Education and Training
Francis Lewis High School | Fresh Meadows, NYHigh School Diploma06/2015
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Resume Overview

Companies Worked For:

  • Citibank
  • Century 21 Department Store
  • Toys R Us
  • Macys

School Attended

  • Francis Lewis High School

Job Titles Held:

  • Personal Banker
  • Senior Beauty Advisor
  • Electronics Sales Associate
  • Sales Associate

Degrees

  • High School Diploma

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