Personal Banker Resume Example
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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
| Quick learner Highly dependable Good communication skills |
Work History
Personal Banker, 10/2004
to 07/2006
S&T Bank – New Bethlehem , PA
S&T Bank – New Bethlehem , PA
- 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 – City , STATE
THE SOUTH INDIAN CO-OPERATIVE BANK LTD – City , STATE
- 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. – City , STATE
Fibro Organic (India) Pvt. Ltd. – City , STATE
- 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 - City, State
University of Mumbai - City, State
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Resume Overview
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
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