Personal Banker Resume Example
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PERSONAL BANKER
Summary
Successful customer service representative with 10+ years of customer service experience and 5 years of banking experience in a high demand corporate bank. I believe my energy, drive, organizational abilities, and creativity in tackling problems will make me a positive contribution to any team. I thrive and enjoy working collaboratively with a team but I am equally comfortable working independently to meet company goals. I look forward to new opportunities available with your company.
Skills
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Experience
Shore United Bank | Felton , DEPersonal Banker10/2018 - Current
- Developed trusting relationships with clients and provided individualized customer service experiences to maintain longevity of accounts and promote branch growth.
- Responded to a minimum of 60 basic phone inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
- Developed a highly effective team to support branch operations and cultivate customer satisfaction resulting in achievement of branch metric and productivity goals.
- Remained calm and professional in stressful circumstances and when dealing with unhappy customers.
- Effectively diffused situations and provided resolutions that resulted in a positive experience for the customer.
- Increased teller efficiency by constantly developing and implementing improved service methods.
- Coached, mentored and developed 11 staff members through constructive feedback to achieve long-term career goals.
- Conducted quarterly and annual evaluations and reviews for employees.
- Established and maintained operating schedules to provide effective coverage for the branch.
- Conducted outreach to affluent client's to ensure they were financially comfortable in their products and retain relationship wealth.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
- Supported the community by volunteering over 30 hours providing financial education at local community centers, assisting in food drives with Houston Food Bank and Brighter Bites and Rebuilding Northside Together that provides home improvement efforts to elderly citizens in the Houston area.
- Assisted customers with account maintenance and processed personal and commercial lending applications.
- Devised targeted solutions for various customers, including deposit, budget management, lending/investment services and overall financial guidance .
- Planned and coordinated risk mitigation strategies to protect company and client assets.
- Oversaw and implemented training for all new employees.
- Trained employees on additional job positions to maintain coverage of roles at all times.
- Established ambitious goals for employees to promote achievement and surpass business targets.
Town & Country Federal Credit Union | South Portland , METeller10/2015 - 09/2018
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Maintained friendly and professional customer interactions.
- Managed opening and closing times for main branch.
- Rapidly and efficiently prepared customer cash, ATM cash, and change orders.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Organized, stocked and maintained the teller window area during slow periods to promote efficiency.
- Managed banker's schedules by scheduling client appointments.
- Asked fact finding questions to uncover financial needs to better assist customers.
- Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
- Met or exceeded sales goals by promoting bank products and services in every interaction.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Worked with management to develop customer service improvement initiatives.
Bmi Hospitality Management | Leavenworth , WAGuest Service Representative12/2014 - 10/2015
- Greeted incoming park guests in a warm a positive manner, displayed excellent customer service skills while effectively assisting guest needs.
- Developed highly empathetic client relationships.
- Managed incoming and outgoing calls for busy theme park environment.
- Successfully transferred calls to the correct departments and staff.
- Standardized department filing system to increase efficiency.
- Operated Microsoft Word and Excel for data entry purposes.
- Cross-trained and provided back-up for other customer service representatives when needed.
- Earned a reputation for exceeding sales goals.
Fidelity Investments | Sterling , VACustomer Service Representative02/2013 - 12/2014
- Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges.
- Organized weekly sales reports for the sales department to track product success.
- Trained 25-40 new employees quarterly.
- Earned "Top Seller" for two consecutive quarters in 2014.
- Excelled in exceeding daily credit card application goals.
- Achieved high sales percentage with consultative, value-focused customer service approach.
- Assisted customers over the phone regarding store operations, product, promotions and orders.
Education and Training
San Jacinto College District | City, StateAssociate of Applied Science in Nursing05/2016
Clear Brook High School | City, StateHigh School Diploma2012
Accomplishments
- Branch Affluent Captain
- Business Advocate
- Risk Management Captain
- Recognized as a STAR Performer at Wells Fargo for 2 consecutive quarters. In the top 10% for teller performance amongst the district Risk Advocate
- Honors Program member
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Resume Overview
School Attended
- San Jacinto College District
- Clear Brook High School
Job Titles Held:
- Personal Banker
- Teller
- Guest Service Representative
- Customer Service Representative
Degrees
- Associate of Applied Science in Nursing
High School Diploma
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