Personal Banker Resume Example
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PERSONAL BANKER
Professional Summary
Resourceful banking professional committed to delivering top-level service to customers and clients. Skilled in client relationship management, conflict resolution, and leadership. Comfortable working independently or as part of professional banking team. Eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in the finance industry.
Skills
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Work History
Personal BankerShore United Bank - Stevensville , MD05/2018 - Current
- Assisted customers with setting up or closing accounts, and signing up for new services
- Helped support and train team members, leading to increased branch efficiency and positive customer feedback
- Established rapport with new clients to increase satisfaction and loyalty
- Addressed customer inquiries about financial products, processes, and issues in a knowledgeable, courteous manner
- Trained and supported new tellers and bankers, and provided branch-wide coating in BRT (our customer service program)
- Processed customer requests for financial services including reissuing statements, ordering additional checks, and updating customer personal information in database
- Ensured proper coding and data input in the Fiserv system
- Worked closely with management to increase branch production and customer service
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages
- Monitored customer behaviors and upheld strict protocols to prevent fraud, including signature examination and support and/or identification of customers struggling with or at risk of identity theft or fraud
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse
- Assisted customersand remained poised and professional even in high-stress situations and when dealing with irate individuals
- Bolstered understanding of banking products and services by enrolling in quarterly ABA training, monthly training on Fiserv functionality, and other training/research as required
- Filled and balanced ATM weekly
- Input wire transfers for all frontline employees, and helped with audits, bait rotation, and teller balancing issues
- Ordered cash from the Federal Reserve for up to three bank branches
- Accurately and efficiently maintained account paperwork and customer documentation in compliance with required documentation retention
- Worked collaboratively and independently to assure accomplishment of goals
Bookkeeper/Tax Preparation TraineeTurner Financial Services Inc - City , STATE03/2014 - Current
- Entered financial data into company accounting database for verification and reconciliation.
- Utilized QuickBooks accounting system to reflect accurate financial records.
- Streamlined reporting information entry for efficient record keeping purposes.
- Organized and conducted financial updates with client.
- Assisted with tax preparation by maintaining agency paperwork and client files, and printing/sending client copies of tax returns.
- Began tax preparation training (individual and small business) in January 2020.
Residential Care ProfessionalCathedral Home For Children - City , STATE10/2016 - 04/2018
- Observed and monitored client behavior and responses to treatment
- Strictly observed HIPAA guidelines to ensure client confidentiality
- Recorded and tracked client information on specified flow sheets, accurately indicating suicidal precautions, sleep habits, and necessary restraints
- Maintained an encouraging and reassuring demeanor to facilitate a smooth discharge of clients throughout their transitions
- Displayed sensitivity to cultural and linguistic needs of clients and families served
- Guided clients in effected therapeutic exercises integrated from Cognitive Behavior Therapy (CBT) and Dialectal Behavior Therapy (DBT)
- Led summer and school day treatment groups and therapeutic activities to teach functional living skills and address behavioral, social, and emotional issues
- Developed goal-oriented psychoeducational and activity therapy groups to improve functioning levels of clients
- Prepared and presented case history material for review and discussion with other staff members
- Documented psychiatric services and responses to treatment in patient case files
- Consulted and trained with highly-skilled mental health and medical staff
- Provided a clean, well-maintained environment to facilitate a safe, therapeutic lifestyle for clients
- Shopped for and prepared meals and snacks to meet various nutritional needs of clients
- Taught independent living, self-regulatory, and home management skills to assist clients in their transitions home
Education
Associate of Arts: PsychologyLaramie County Community College - City05/2016
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Resume Overview
School Attended
- Laramie County Community College
Job Titles Held:
- Personal Banker
- Bookkeeper/Tax Preparation Trainee
- Residential Care Professional
Degrees
- Associate of Arts : Psychology
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