personal banker resume example with 3+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.

  • Rapport building
  • Customer satisfaction
  • Financial strategy management
  • Branch operations
  • Strong sense of banking ethics
  • Bilingual in Spanish/ English
  • Excellent communication skills
  • Exceptional customer service
  • Risk management
  • Sales growth
Education and Training
Downey High School Downey, CA Expected in High School Diploma : - GPA :
California State University - Long Beach Long Beach, CA Expected in : - GPA :
National Notary Association , Expected in : Notary Public - GPA :
Ruby Makeup Academy Upland, CA, Expected in : Certified Makeup Artist - GPA :
First Hawaiian Bank - Personal Banker
Mililani, HI, 07/2019 - Current
  • As a personal banker I ensure I meet my customer's needs by getting to know them and discussing their financial priorities to best recommend the appropriate products/ services that meet their financial needs.
  • I help my customers by educating them in banking, servicing their current accounts and also take new account applications for deposit and credit accounts providing them with the best customer service experience.
  • I am partnered with our Business Specialist, Financial Advisor and Mortgage Specialist. I am the customer's first point of contact so I build deep relationships with my customers and through our customer's needs assessment, I will identify potential opportunities for us to deepen their banking relationship and will introduce to my partners when appropriate.
  • I help Wells Fargo manage risk by appropriately authenticating customers, looking out for red flags, filing necessary reporting when fraud has been authenticated and contacting our Transaction Fraud Support team if needed and adhering to all company policies and procedures.
  • I am there to provide support to our service side by approving teller transactions, ensuring proper REG CC holds are being placed, making sure CTRs, MILs, and UARs or any other necessary reporting is being filed.
  • I conduct customer outreach by creating future contact events and making daily outbound calls to my customers to follow up and make sure they are pleased with their current services and invite them to come in for a financial review if necessary.
  • I help identify and resolve customer issues in a timely manner and escalate their concerns when needed as well as register all complaints to comply with our regulations.
  • I maintain deep knowledge of all bank products and services. I also explain and demonstrate self-service digital options to our customers to facilitate their banking.
Wesbanco - Teller
Monaca, PA, 04/2018 - 07/2019
  • As a teller I was able to provide and exceed in providing my customers with stellar service while helping them with their daily transactions and providing resolution to their concerns.
  • Processed all transactions accurately and promptly to prevent long customer wait times.
  • I ensured to keep customers informed in current offers and introduced to bankers when a need was identified.
  • Adhered to regulatory and company security and audit procedures.
  • Assisted in training new employees on cash drawer operation and company systems.
  • I had the ability of not only completing all my duties as a teller but also taking on additional tasks and responsibilities to help my team and grow as an Individual like helping with random cash counts, serving as an ATM custodian, helping other tellers and management with daily operations.
  • I excelled in managing risk and continuously submitted and maxed out on "On The Watch" submissions ( fraudulent checks presented) which prevented losses to the bank.
Bass Pro Shops - Customer Service Representative
Green Bay, WI, 07/2017 - 04/2019
  • Responded to routine and complex customer inquiries regarding consumer products and services and routed calls to appropriate departments when necessary.
  • Provided strong customer service and first call resolution while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Interacted with integrity and a high level of professionalism with all levels of customers, team members and management.
  • Educated, and connected customer to technology and shared the value of digital banking options to make their banking easier and convenient.
  • I complied with all company policies and was able to consistently achieve top 5 reviews and obtain 100% scores on QA.
  • Gained experience in delivering results in a fast-paced, deadline driven environment.
  • Managed a large amount of inbound calls in a timely manner while connecting with customers in a human level and showed empathy for their concerns.
  • Navigated multiple computer systems, applications, and utilized tools and resources to find information.
  • Stayed compliant and up to date on all training required, company announcements and updates.

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Resume Overview

School Attended

  • Downey High School
  • California State University - Long Beach
  • National Notary Association
  • Ruby Makeup Academy

Job Titles Held:

  • Personal Banker
  • Teller
  • Customer Service Representative


  • High School Diploma
  • Some College (No Degree)

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