SEARCH

Personal Banker Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
PERSONAL BANKER
Professional Summary
Qualified Personal Banker with 3.5 years working for a banking organization(Retail Banking), delivering high quality retail operations service and front desk office operations. Highly detail-oriented and organized self-starter who works well independently to get the job done to the satisfaction of the client. Motivated  and enthusiastic banker offering a strong work ethic, positive attitude, who is a fast learner and can deliver results quickly. Highly effective in fast-paced work environments.
Skills
  • Data entry
  • Document scanning
  • Organizational skills
  • Database management
  • Filing and data archiving
  • Advanced clerical knowledge
  • Rapid data entry skills
  • Compliance, banking laws and regulations
  • Multilingual in Hindi/English/other  regional indian languages
  • Strong client relations 
  • Active listening skills
  • Computer literate

    Quick learner

    Highly dependable

    Good communication skills


Work History
Personal Banker, 10/2004 to 07/2006
HDFC BANK LTD – Mumbai, India
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Continued education on current banking products and services through training programs organized by the bank. 
  • Pulled daily branch adhoc statement of account reports, Fixed deposit receipts, Batch Journal reporting, Tally of deliverables.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Organized, stocked and maintained the teller window area.
  • Maintained balancing record with 100% rate of accuracy on Complaint Resolution.
  • Handled various accounting transactions.
  • Created member account profiles on HDFC BANK LTD online banking program.
  • Prepared, sorted and distributed clearing check reports to appropriate branches.
  • Executed wire transfers, stop payments and account transfers.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Maintained friendly and professional customer interactions.
  • Tally of Audit check reports.
Data Entry Clerk/Personal Banker, 05/2003 to 10/2004
THE SOUTH INDIAN CO-OPERATIVE BANK LTD – Mumbai, INDIA
  • Entered numerical data into databases in a timely and accurate manner.
  • Scanned documentation and entered into the database.
  • Obtained scanned records and uploaded them into the database.
  • Maintained friendly and professional customer interactions.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Organized and removed online banking files no longer in use.
  • Organized, stocked and maintained the personal banker area.
  • Executed wire transfers, stop payments and account transfers.
  • Sold cashier's checks, traveler's checks and money orders.
  • Prepared, sorted and distributed branch tally reports of deliverables to appropriate branches and head office.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Prepared Monthly expense statements, salary deduction reports, Fixed deposit Mobilization.
  • Responsible for Customer service and Complaint Resolution.
Data entry clerk/Accounts Assistant, 01/2003 to 04/2003
Fibro Organic (India) Pvt. Ltd. – Mumbai, India
  • Posted receipts to appropriate general ledger accounts.
  • Facilitated successful internal and external audits through sound and thorough documentation.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Entered at invoices each day into the in-house accounting software.
  • Prepared invoice processing, purchase orders, expense reports, credit memos and payment transactions, sales reports.
  • Examined, categorized and sorted incoming documents.
  • Maintained physical and computer-based filing systems.
  • Tracked incoming and outgoing files and materials.
  • Located missing file materials.
  • Responded to internal and external requests for information.
  • Followed-up with staff and customers regarding missing or needed information.
  • Prepared new files and assigned tracking identification numbers.
  • Adhered and followed on department procedures with immediate supervisor.
Education
Bachelor of Commerce: Accounting, 2002
University of Mumbai - Mumbai, India
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • HDFC BANK LTD
  • THE SOUTH INDIAN CO-OPERATIVE BANK LTD
  • Fibro Organic (India) Pvt. Ltd.

School Attended

  • University of Mumbai

Job Titles Held:

  • Personal Banker
  • Data Entry Clerk/Personal Banker
  • Data entry clerk/Accounts Assistant

Degrees

  • Bachelor of Commerce : Accounting , 2002

Similar Resumes

View All
Personal-Banker-resume-sample

Personal Banker

Wells Fargo Bank

North Las Vegas, Nevada