Personal Banker resume example with 8+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary
Personable and ambitious Personal Banker skilled at informing clients about banking products and services and recommending the best options to meet their needs. Excellent interpersonal skills.  Extensively trained in bank leadership, fraud awareness and teller operations. Motivated Bank Manager passionate about providing excellent customer service and exceeded expectations.
  • Customer-oriented
  • Highly competitive
  • Self-motivated
  • Cash register familiarity
  • Excellent communication skills
  • Strong work ethic
  • Friendly demeanor
  • Cash handling and management
  • [Software Name] software
  • Quick learner
  • Team leadership skills
  • Personable and approachable
Work History
11/2013 to Current
Personal Banker Shore United Bank Centreville, MD,
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Organized, stocked and maintained the teller window area.
  • Continued education on current banking products and services through [specific classes/certification programs].
  • Opened accounts with a cross sale ratio of 5 products opened.
  • Exceeded quarterly sales goals by 25%.
  • Sold cashier's checks, traveler's checks and money orders.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Advised clients on mortgage, educational and personal loans.
  • Maintained friendly and professional customer interactions.
05/2013 to 11/2013
Apple Technical Customer Service Representative The Hertz Corporation Newport News, VA,
  • Researched and Troubleshot Apple IOS hardware and software systems.
  • Provided efficient and knowledge-based solutions to Apple product issues.
  • Delivered quality customer-care service and product support to Apple customers.
  • Managed call flow and responded to technical support needs of customers.
  • Evaluated and responded to incoming sales leads and requests for technical support assistance.
  • Resolved customer issues in a clear, courteous and straightforward manner.
  • Demonstrated professionalism and courtesy with customers at all times.
  • Identified and solved technical issues with a variety of diagnostic tools.
  • Resolved problems with malfunctioning products.
  • Followed up with clients to ensure optimal customer satisfaction.
  • Upsold products and services to increase company revenue.
  • Remained up-to-date on the latest technologies and solutions applicable to company products.
2013 to 04/2013
Customer Service Associate WALMART City, STATE,

  • Responded to all customer inquiries thoroughly and professionally.
  • Referred unresolved customer grievances to designated departments for further investigation.
  • Greeted customers in a timely fashion, while quickly determining their needs.
  • Answered customer questions about product availability and shipment times.
  • Described product to customers and accurately explained details and care of merchandise.
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
  • Effectively communicated with and supported sales, marketing and administrative teams on a daily basis.
  • Conducted weekly walk-throughs with the manager to discuss interior visual displays, including store window presentation.
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
  • Routinely answered customer questions regarding merchandise and pricing.
  • Communicated all store initiatives and promotions to customers to generate return business.
05/2012 to 07/2012
LISC, AmeriCorps Intern CITY OF FLINT City, STATE,
  • Designed the City of Flint's Comprehensive Plan by completing a neighborhood assessment inventory according to the Land Use Map standards, while using Geographic Information Systems software.
  • Led liaison effort between local residents, city officials, planning staffs and investment groups by attending conferences, meetings, and creating flyers/posters for community and public discussion forums.
  • Developed a program to actively engage youth groups and organizations in the City of Flint's renovation.
  • Discussed zoning laws, fire regulations and building codes with healthcare and governing agencies.
  • Attended all team meetings to resolve technical and project issues, coordinate with team members and review project schedules.
  • Met with municipal building department and other governing agency officials to coordinate approvals.
  • Partnered with national and local community service organizations to promote member and community involvement.
  • Served as a city representative at an average of [Number] neighborhood meetings, workshops and retreats per [Time period].
  • Fostered a climate of collaboration between the general public, the city manager and members of city council through [Action] and [Action].
  • Collaborated with members of the city staff, other public agencies and private organizations to achieve [Goal].
  • Gathered and analyzed data for studies and reports and made recommendations based on findings.
  • Served as a representative of the city at [Number] city council meetings per [Time period].
  • Responded to all inquiries from the general public in a prompt and professional manner.
  • Increased recreational program offerings for community members of all ages.
Expected in 5 2016
M.A: Urban and Regional
Urban and Regional
Expected in 5 2012
B.A: Urban and Regional Planning
    Urban and Regional Planning
  • Student government representative
  • Advanced academic research in [topic]
Expected in
Caribbean Regional and Sustainable Development Santo Domingo, Dominican Republic:
- ,
3D modeling, PhotoShop, Apple, AutoCAD, hardware, conferences, customer-care, financial, Adobe Illustrator, InDesign, Information Systems, inventory, meetings, Microsoft Office suite, posters, quality, sales, Unigraphics

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Resume Overview

School Attended


Job Titles Held:

  • Personal Banker
  • Apple Technical Customer Service Representative
  • Customer Service Associate
  • LISC, AmeriCorps Intern


  • M.A
  • B.A
  • Caribbean Regional and Sustainable Development Santo Domingo, Dominican Republic

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