Personal Banker Resume Example Wells Fargo

PERSONAL BANKER

Summary

Motivated professional who is driven to exceed expectations, able to operate effectively in high-pressure environments, and who is seeking to build a long-term career with an established company.

Skills

Loan application advisement
Financial product expertise
Rapport building
Branch operations

Organization
Problem resolution
Customer service
Cash vault audit

Experience

03/2015 - CurrentWells FargoSheboygan, WI

Personal Banker

Helped customers open and close accounts, apply for loans and make sound financial decisions.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Provided clients with information on bank accounts, institutional policies, financial products and related services.
Met with clients to facilitate budget management and financial guidance.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Responded to numerous basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
Promoted diverse array of financial products by continuously acquiring new industry knowledge.
Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
Established connections with new clients through proactive follow-up strategies.
Provided support to the teller line by supplying cash and coin, balanced daily cash deposits and vault inventory, and helped answer procedural questions.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Assisted in the training of new employees in both teller and banker systems.
Resolved customer complaints by investigating issues, answering questions and building rapport.
Researched and stayed up to date with bank policies and procedures to stay compliant.

09/2012 - 02/2015Deb ShopsSheboygan, WI

Store Manager

Started my employment in the position of sales associate and worked my way up to the position of store manager in less than 2 years.
Oversaw merchandising and displays, signage, decorations and cleaning to maintain safety and readiness for customers.
Developed and optimized store schedules to meet expected coverage demands and maintain optimal service levels.
Updated store pricing, signage and merchandising to promote specials, sales and discounts.
Managed inventory tracking and physical inventory counts to minimize loss.
Delegated work to employees based on shift requirements, individual strengths and unique training.
Conducted staff evaluations and assisted in determining promotions.
Fostered healthy team environments to promote collaboration and boost productivity.
Resolved customer problems by investigating issues, answering questions and building rapport.
Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
Shared product knowledge with customers and offered personal recommendations to boost upselling and cross-selling goals.
Hired, trained, evaluated performance and enforced disciplinary actions for 10 associates.
Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
Trained employees on store security, monetary procedures and customer service expectations.

04/2012 - 03/2014Bed Bath & Beyond Inc.Sheboygan, WI

Sales Associate

Answered incoming telephone calls as well as helped multitude of customers in person by provide information about products, services, store hours, policies and promotions.
Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
Processed all sales transactions accurately and promptly to prevent long customer wait times.

07/2010 - 08/2011Tietz's Piggly WigglySheboygan, WI

Cashier

Scanned customer purchases, supporting transactions to streamline sales process.
Processed returned items in accordance with store policy.
Assisted with purchases, locating items and signing up for rewards programs.
Operated cash register, collected payments and provided accurate change.
Completed daily recovery tasks to keep areas clean and neat for maximum efficiency.
Processed customer payments quickly and returned exact change and receipts.
Welcomed customers, offering assistance to help find necessary store items.

Education and Training

06/2012Sheboygan, WI

High School DiplomaNorth High School

Cleveland, WI

Some College (No Degree)Lakeshore Technical College

Currently in the process of completing an associates degree in Human Resource Administration.

Accomplishments

Luna's Taqueria, LLC: Owner

Mexican Restaurant established 2020

Notary Public

Resume Overview

Companies Worked For:

Wells Fargo
Deb Shops
Bed Bath & Beyond Inc.
Tietz's Piggly Wiggly

School Attended

North High School
Lakeshore Technical College

Job Titles Held:

Personal Banker
Store Manager
Sales Associate
Cashier

Degrees

High School Diploma
Some College (No Degree)

Personal Banker Resume Example

Resume Score: 80%

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