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Personal Banker Resume Example

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PERSONAL BANKER
Summary

To obtain a position where I am able to utilize my strong management skills as well as my high level of ability to multi-task.

Skills
  • Benefits
  • Cashier
  • Charts
  • Customer service
  • Databases
  • Directing
  • General office duties
  • Insurance
  • Inventory management
  • Inventory
  • Quality control
  • Sales
  • Scheduling
  • Customer satisfaction
  • Loan application advisement
  • Rapport building
  • Sales growth
  • Financial strategy management
  • Making insurance decisions
Experience
Personal Banker
City, StateCompany Name/Aug 2015 to Current
  • Provided clients with information on bank accounts, institutional policies, financial products and related services.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Created strategic financial solutions to suit individualized client needs.
  • Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Provided clients with budget management and financial guidance.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Processed [Number] transactions per day, including money transfers, deposits and withdrawals with [Software].
  • Achieved recognition from management for [Number] consecutive months of meeting sales targets.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Developed highly effective teams to support branch operations and cultivate customer satisfaction.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Used various office machines, including [Type] and [Type] machines to scan, fax and print financial documents.
  • Promoted diverse array of financial products by continuously acquiring new industry knowledge.
  • Responded to [Number] basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
INSURANCE VERIFICATION SPECIALIST/OPTICAL MANAGER
City, StateCompany Name/Jan 2011 to Aug 2015
  • Responsible for planning, directing and coordinating daily activities Verifying patient eligibility and benefits Process and decipher insurance claims with payers Run claims to receive patient benefit information for ophthalmic medication Interview, hire and train all new Optical associates Monitor sales and adjust business procedures accordingly Create and implement performance action plans Lab work associated with the fitting, adjustment and functioning of all eyewear Provide inventory management Entering and maintaining patients physical and electronic medical charts General office duties.
  • Retained strong medical terminology understanding in effort to better comprehend procedures.
  • Handled billing related activities focused on medical specialties.
  • Followed specific security rules and guidelines to protect sensitive data, including patient medical records and payment card information.
  • Verified that patients had the proper insurance coverage prior to any procedures or appointment scheduling.
  • Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
  • Ensured that all patient and insurance data was updated regularly and carefully inputted into the company's computer system.
  • Improved operations by working with team members and customers to find workable solutions.
OPTICIAN/OPTICAL MANAGER
City, StateCompany Name/Aug 2001 to Dec 2010
  • Maintain department files and databases Coordinate diagnostic testing and results Verifying patient insurance eligibility and benefits Run claims to receive patient benefit information for ophthalmic medication Communicate with insurance plans and payers to obtain deductible and co-pay information Provide inventory management Plan, direct and drive profitable sales growth Monitor quality control of products and services Evaluate and train new staff on Optical procedures General office duties Cashier services as well as provide efficient customer service to ensure patient satisfaction.
SALES FLOOR MANAGER
City, StateCompany Name/Aug 1998 to Jun 2001
  • Responsible for overseeing 10 employees Scheduling and adjusting schedule to fit business needs Maintain stock and inventory General cashier duties Entering and maintaining customer information.
Education and Training
HIGH SCHOOL DIPLOMAWheeling High School2001City, StateHonor Roll 1997-2001 Prairie State Scholar 1999-2001
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Resume Overview

School Attended

  • Wheeling High School

Job Titles Held:

  • Personal Banker
  • INSURANCE VERIFICATION SPECIALIST/OPTICAL MANAGER
  • OPTICIAN/OPTICAL MANAGER
  • SALES FLOOR MANAGER

Degrees

  • HIGH SCHOOL DIPLOMA

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