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Personal Banker Resume Example

Resume Score: 80%

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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
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:

  • 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)

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