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Personal Banker Resume Example

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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary

Highly analytical, deadline-driven Personal Banker who completes accounting activities with accuracy and speed. I am learning to become and innovative accounting professional that is proficient in extracting financial data from various reporting systems and suggesting key operational changes. I am a highly innovative and detail-oriented individual who has become successful at improving operations, impacting business growth and enhancing profits. Banking professional with 7 years experience delivering value-added risk management solutions to sophisticated money managers. Friendly and reliable customer service professional skilled in achieving sales targets in high-end merchandise environments. Talented Sales Associate effective at multi-tasking and maintaining a friendly attitude under pressure. Efficiently builds loyalty and long-term relationships with customers while consistently achieving individual sales goals. My ultimate vision and goal is to become a dedicated bookkeeper who leverages initiative and resourcefulness to deliver excellence in meeting business objectives.

Skills
  • Customer relations
  • Accurate forecasting
  • Strong interpersonal skills
  • Strong customer relations
  • High level of accuracy
  • Positive and friendly
  • Exceptional time management skills
  • Financial reporting
  • Budget development
  • Bookkeeping
Education
Expected in April 2012 Bachelor of Science | Business Administration/Finance Ferris State University, Big Rapids, MI GPA:
    Business Administration
  • Emphasis in Finance
Work History
03/2014 to Current Personal Banker Nicolet National Bank | Colby, WI,

  • Worked with management at the project level to ensure expense plans are achieved.
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Collaborated with the compliance department to eliminate procedural errors and margin breaks.
  • Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives.
  • Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives.
  • Documented all customer inquiries and comments thoroughly and quickly.
  • Processed cash and credit payments rapidly and accurately.
  • Responded to all customer inquiries thoroughly and professionally.
  • Referred unresolved customer grievances to designated departments for further investigation.
  • Entered data promptly and efficiently with a 100% accuracy rate.
  • Prioritized helping customers over completing other routine tasks in the store.
  • Built relationships with customers to increase likelihood of repeat business.
  • Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
05/2012 to 03/2014 Personal Banker Nicolet National Bank | Crivitz, WI,
  • Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
  • Prepared accurate financial statements at end of the quarter.
  • Collected and reported monthly expense variances and explanations.
  • Collaborated with the compliance department to eliminate procedural errors and margin breaks.
  • Reconciled debit reports, margin reports and trade settlement reports to reach in-house goals and objectives.
  • Researched industry competitors and compiled detailed analysis data.
  • Answered customer questions about product availability and shipment times.
  • Answered customer questions about product availability and shipment times.
  • Recommended new Accounts to customers, resulting in a 100% in add-on business.
  • Greeted customers in a timely fashion, while quickly determining their needs.
  • Entered data promptly and efficiently with a 100% accuracy rate.
  • Responded to all customer inquiries thoroughly and professionally.
  • Processed cash and credit payments rapidly and accurately.
  • Documented all customer inquiries and comments thoroughly and quickly.
  • Scheduled staffing for the main branch.
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Sold cashier's checks, traveler's checks and money orders.
  • Collected member loan payments.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
11/2011 to 05/2012 Service to Solutions Representative Safelite Autoglass | Butler, PA,

  • Documented all customer inquiries and comments thoroughly and quickly.
  • Responded to all customer inquiries thoroughly and professionally.
  • Referred unresolved customer grievances to designated departments for further investigation.
  • Entered data promptly and efficiently with a 100% accuracy rate.
  • Greeted customers in a timely fashion, while quickly determining their needs.
  • Recommended new Accounts to customers, resulting in a 100% in add-on business.
  • Answered customer questions about product availability and shipment times.
  • Researched industry competitors and compiled detailed analysis data.
  • Answered an average of 200 calls per day by addressing customer inquiries, solving problems and providing new product information.
  • Politely assisted customers in person and via telephone.
  • Answered product questions with up-to-date knowledge of sales and store promotions.
05/2011 to 12/2011 Customer Service Representative Fifth Third Bank | City, STATE,
  • Accurately enter and report financial data while utilizing excel and other software to predict financial outcomes for clients and established sales goals.
  • Assisted in daily transactions while entering personal customer information and effectively balancing daily cash totals to daily reports.
  • Individually built and maintained relationships with clients to help deepen their financial relationships.

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85Good

Resume Strength

  • Formatting
  • Length
  • Personalization
  • Target Job
  • Typos

Resume Overview

School Attended
  • Ferris State University
Job Titles Held:
  • Personal Banker
  • Personal Banker
  • Service to Solutions Representative
  • Customer Service Representative
Degrees
  • Bachelor of Science

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