Personal Banker And Business Advocate Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Hands-on, client-oriented professional who implements creative strategies and is dedicated to continuous improvement. Customer service is a high priority, and necessary to build any relationship. Time management is key to tackle daily objectives and goals for the work day.


  • Detail-oriented
  • Exceptional customer service
  • Excellent communication skills
  • Team player
  • Flexible
  • Strong work ethic
  • Coaching of other staff

Business Background

Promoted to Personal Banker after little over a year of employment. I am part of the Credit Champ recognition in DFW, while being in the top 10 performers in my district. Several awards for exceeding company goals set per quarter and recognized at DFW Texas Regional Events for my performance and for 5 Star customer service. I was chosen to be an Business Advocate for reaching goals set forth for our business based customers.


  • Maintained compliance with regulatory standards by taking quarterly and annual compliance training.
  • Daily monitoring of ingoing and outgoing transactions for fraud, so there is no loss to the company.

Customer Service

  • Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
  • Assisted customers over the phone regarding store operations, product, promotions and orders.


  • Consistently generated additional revenue through skilled sales techniques.
  • Managed customer's accounts, services relationships and cross-sells all products and services.

Programs with experience

  • Microsoft Office/Word
  • Excel
  • Power Point
  • Click to Staff
Personal Banker II and Business Advocate, 01/2015 to
Teachers Federal Credit Union Kings Park, NY,

As a Personal Banker II I kept the responsibilities of a Personal Banker I with added responsibilities in assisting the manager team in ensuring the store was running efficiently. Making plans daily to help coach and participate in store calls when needed, as well has fulfilling the need of reaching out and searching business leads to help help build our store relationship with those businesses .

Personal Banker and Business Advocate, 04/2012 to
Catholic Health Initiative Grimes, IA,

As a Personal Banker, I devoted much of my day to building long term relationships with my customers in person and by phone. I also had to track my individual numbers as well as the branch by looking and working on spreadsheets and tracking on the company websites. I deepened the understanding of my customers financial needs and provide suggestions. While most of my job was performed in the stores, I did reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting off sites. Managed customer's portfolio, serviced relationships and cross-sold all products and services. I provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business. As a banker I helped coach the teller team in what opportunities can help them succeed and what to look for when sending a customer over to a banker. As well as approve certain transactions when out of their limits or authority . I helped the teller line be able to recognize fraudulent items as they come in, also helping management with control tasks for the store, and Click 2 Staff. When the manager is away from line or off for the day I help supervise the teller line, along with playing a role in as assistant store manager, helping with daily store operations . Reported to District manager in the numbers the store was doing along with coaching, guiding and training other employees.

I was honored with being chosen to be an Business Advocate, I took several trainings in learning about business documents with state law and also banking regulations. Planned and put on several onsites at schools to bring in presentations to employees and students known as Hands on Banking.

Teller, 09/2010 to 04/2012
Regal Cinemas Corporation Columbia, SC,

I was responsible for maintaining and balancing a cash drawer, while possessing customer transactions within established guidelines. I also Identified and makes sales referrals, recommended alternate channels, cross-sells bank services and products for Wells Fargo partners, while providing excellent customer service. Some other duties were safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop. Worked along side my service manager while balancing the vault ,ordering and receiving money shipment.

Patient Care Tech, 07/2009 to 09/2010
Advantest America Corporation Irvine, CA,

As an PCT I worked closely with the nursing staff and doctors to provide excellent care for all out patients. While doing so my responsibilities were some but not limited to the following hourly vital readings Lab specimens collected; appropriately labeled, and delivered to lab in a timely manner, utilizing appropriate safety measures to prevent patient and staff injury; Communicated results of selected tests to professional staff in a timely manner; Understanding to safety standards dictated by i.e. safety manuals, MSD sheets, OSHA . Also with diabetic glucose testing. I had to maintain patient flowcharts with care that was provided.

Reason for leaving: Was offered a full time position.

Waitress, 05/2009 to 09/2010
Cotton Patch City, STATE,

As a member of the wait staff I provided excellent customer service to every customer that I saw. Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.Delivered exceptional service by greeting and serving customers in a timely, friendly manner.Answered questions about menu selections and made recommendations when requested.Effectively communicated with kitchen staff regarding customer allergies, dietary needs and other special requests.Completed opening and closing checklists according to set standards. Actively complied with all health department regulations and rectified issues immediately. Cash handling on a daily basis with accuracy for the customer and my store management .

Reason for Leaving: Was offered a full time position.

Logistics Supervisor, 09/2006 to 03/2007
Gap Inc. / Old Navy City, STATE,

Returning to Old Navy after maternity leave I was promoted to a Logistics Supervisor, that included the same responsibilities as an logistics associate and as well as owning execution of the tasks for Door to Floor.

Ensuring initial placement of merchandise meets company Visual Presentation Guidelines.Drive friendly, available and quick standards in logistics associates.

Coached team while working shoulder to shoulder with them on the Door to Floor (D2F), Sign to Sell and Mark to Move Best Practices, while meeting company productivity standards.Understanding and utilizes reports to direct product placement decisions.

Ensured productivity goals are met while adhering to company defined Best Practices. Supported the team and processes by ensuring that tools and equipment are readily available.

Communicated successes, opportunities and solutions to the logistics manager. Ensuring all flexing decisions are linked to sales and that all damaged and defective merchandise is processed per company standards.

I also had keys and combinations to the safe and cashier drawers to help maintain our money shipments when needed.

Reason for leaving: I left on excellent terms with the company, due to my husband being in the military at the time, we had to locate to North Carolina.

Logistics Employee, 09/2006 to 01/2007
Gap Inc./Old Navy City, STATE,

As a logistics employee, I helped with several of the stores merchandise needs by maintaining work area and sales floor standards to minimize customer distractions and promote a safe working and shopping environment .

Supported Old Navy's customer service standard by responding to customer needs. Adhereed to all company policies and procedures

Also I actively participated in the shipment and receiving process, including scanning boxes, sorting and movement of merchandise, flexing and placement of merchandise to the sales floor.

Consistently executed the visual presentation and brand standards to place product appropriately on the sales floor, making all necessary flexing of product fixture moves and adjustments.

I regularly replenished the sales floor ensuring all sizes and colors are represented for the customer.

I maintained organization and maintenance of upstock / backstock merchandise to easily locate for the customers. I also processed all damaged and defective merchandise according to company guidelines.

Helped complete the timely and accurate execution of company pricing, markdowns, promotional and marketing direction to company presentation standards and company/state pricing regulations to support a seamless customer experience.

Meet all company productivity and presentation standards as well.

Some College: General Studies, Expected in
Hill College - Cleburne, TX

Studied and completed BCIS, Speech and Communications, College Algebra, Psychology, AP 1, AP 2, Medical terminology, Nutrition, Human Growth and Development.

High School Diploma: General Studies, Expected in
Alvarado High School - Alvarado, TX

Received High School Diploma and was part of top 10% of class and a Texas Scholar.

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Resume Strength

  • Length
  • Personalization
  • Target Job

Resume Overview

School Attended
  • Hill College
  • Alvarado High School
Job Titles Held:
  • Personal Banker II and Business Advocate
  • Personal Banker and Business Advocate
  • Teller
  • Patient Care Tech
  • Waitress
  • Logistics Supervisor
  • Logistics Employee
  • Some College
  • High School Diploma

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