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Personal Banker resume example with 15+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Summary

Results-driven with track record of excelling in fast-paced office environments. Strong client relations skills and to resolve issues with tact and diplomacy to drive client retention and loyalty. Knowledgeable in industry terminology, products and services to effectively address and respond to public and personnel inquiries.

Skills
  • Customer satisfaction
  • Branch operations
  • Sales growth
  • Rapport building
  • Marketing and sales
  • Customer care experience
  • Active listening
  • Team management
  • Organization and efficiency
  • Recordkeeping and bookkeeping
  • Office equipment operations
  • Multitasking and prioritization
  • Clerical
Experience
01/2015 to 03/2021
Personal Banker First Hawaiian Bank Waianae, HI,
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Expanded client base through consistent product promotion and sales strategy.
  • Promoted diverse array of financial products by continuously acquiring new industry knowledge.
  • Developed highly productive teams to support branch operations and cultivate customer satisfaction.
  • Increased teller efficiency by developing and implementing improved service methods
  • Profiled customers effectively to identify needs and match bank products.
  • Delivered high level of customer service and support by answering questions and returning phone calls quickly.
  • Handled teller functions with high accuracy, including making deposits and withdrawals, collecting payments and processing cash orders.
  • Increased growth of branch deposit values by actively assisting with marketing, sales development and referral coordination.
10/2013 to 12/2015
Server Pinnacle Hospitality Greenville, SC,
  • Welcomed guests with personable attitude and brought beverage orders while reviewing menu options.
  • Promoted desserts, appetizers and specialty drinks to optimize sales.
  • Resolved customer concerns with friendly and knowledgeable service.
  • Maintained knowledge of menu items, garnishes, ingredients and preparation methods to assist guests with menu selection.
  • Maximized beverage sales by suggesting appropriate food and drink pairings to suit unique customer preferences.
  • Confirmed customers' ages for alcohol service and discontinued service to intoxicated guests.
  • Cross-trained as host and helped with tasks such as greeting diners and escorting guests.
08/2010 to 10/2013
Server Pinnacle Hospitality Spartanburg, SC,
  • Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
  • Promoted desserts, appetizers and specialty drinks to optimize sales.
  • Prepared salads, appetizers and garnishes to assist kitchen staff.
  • Provided exceptional service to high volume of daily customers.
  • Cleared table and bussed dishes to allow for quick setups.
  • Set up dining room to meet hospitality and service standards.
  • Satisfied customers by topping off drinks and anticipating condiments, napkins and other needs.
07/2005 to 07/2010
Personal Banker First Hawaiian Bank Kamuela, HI,
  • Handled teller functions with high accuracy, including making deposits and withdrawals, collecting payments and processing cash orders.
  • Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
  • Delivered high level of customer service and support by answering questions and returning phone calls quickly.
  • Ordered supplies and materials to secure inventory and sensitive and propriety items.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
Education and Training
Expected in 05/1998
High School Diploma:
Killeen High School - Killeen, TX
GPA:

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Resume Overview

School Attended

  • Killeen High School

Job Titles Held:

  • Personal Banker
  • Server
  • Server
  • Personal Banker

Degrees

  • High School Diploma

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