SEARCH

Personal Banker Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
CP
PERSONAL BANKER
Professional Summary

Knowledgeable and dedicated customer service professional with extensive experience in Banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Skills
  • Financial services
  • Portfolio Assessment
  • Client relationship management
  • Relationship building and management
  • MS Office
  • Project organization
  • Team management
  • Process improvement
  • Spanish translation
  • Troubleshooting Technical Issues
  • Problem-solving
  • Adaptability
  • Banking
  • Loans
  • Financial Advising
  • Cash Handling
  • Problem resolution
  • Relationship development
  • Business operations
  • Credit card processing
  • Product Knowledge
  • Bilingual
  • Professional telephone demeanor
  • Leadership
Work History
12/2012 - 10/2018Personal Banker | First Financial Bank - Hereford, TX
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Expanded client base by promoting new financial products.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Processed 20 customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Increased customer satisfaction by resolving [Product or Service] issues.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Trained staff on operating procedures and company services.
  • Maintained up-to-date knowledge of product and service changes.
  • Conferred with customers about concerns with products or services to resolve problems and drive sales.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Facilitated inter-departmental communication to effectively provide customer support.
  • Kept personal area and lobby areas clean, tidy and professional in appearance to maximize worker efficiency and promote customer engagement.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Managed timely and effective replacement of damaged or missing products.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Effectively communicated with customers about account changes, new credit card products or services and potential online banking upgrades.
  • Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
  • Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction 100%.
04/2007 - 12/2012Office Manager | D & J Dairy - Hereford, TX
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Arranged corporate and office conferences for company employees and guests.
  • Improved office operations by automating client correspondence, record tracking and data communications.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Provided complete meeting support, including materials preparation and notes or minute taking.
  • Completed bi-weekly payroll for 60 employees.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Handled all incoming business and client requests for information.
  • Solved problems timely and effectively, ensuring customer satisfaction.
  • Maintained computer and physical filing systems.
  • Verified 60 salaried and hourly employee time cards to prepare accurate bi-weekly payroll.
  • Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing and accounts receivable.
  • Maintained office supplies inventory by checking stock and ordering new supplies as needed.
  • Prepared vendor invoices and processed incoming payments.
  • Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
  • Kept front office clean and well-organized to keep areas presentable for guests and maximize professional appeal.
  • Managed accurate and fully compliant AP/AR operations by documenting expenses, reconciling accounts and correcting discrepancies.
  • Recorded expenses and maintained accounting records in Quick Books.
  • Transferred and directed phone calls, guests and mail to correct staff members.
07/2006 - 04/2007Meat Trimmer | Cargill Meat Solutions - Friona, TX
  • Cut meats to customer specifications and answered questions about specialty products.
Education
05/2002Hereford High School, Hereford, TXHigh School Diploma:
  • Graduated in Top 5% of Class
12/2016Amarillo College, Amarillo, TXAssociate of Science: Business Administration And Management
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • First Financial Bank
  • D & J Dairy
  • Cargill Meat Solutions

School Attended

  • Hereford High School
  • Amarillo College

Job Titles Held:

  • Personal Banker
  • Office Manager
  • Meat Trimmer

Degrees

  • High School Diploma :
    Associate of Science : Business Administration And Management

Similar Resumes

View All
Personal-Banker-resume-sample

Personal Banker

Wells Fargo Bank

North Las Vegas, Nevada