Personal Banker resume example with 7+ years of experience

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

Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes consumer, small business and affluent customer knowledge and expansive experience in the the banking sector.

Experience personal banker with over 7 years of experience. Excellent reputation for resolving problems and improving customer satisfaction.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

  • Financial Product Knowledge
  • Banking Policies and Procedures
  • Client Acquisition and Retention
  • Cross-Selling and Upselling
  • Financial Advisement
  • Regulatory Compliance
  • Personal Advising
  • Attention to Detail
  • Retirement Needs
  • Personal Coaching
  • Client Interactions
  • Coaching Clients
  • Investment Expertise
  • Providing Feedback
  • Interpersonal Skills
  • Ethical Business Conduct
  • High Net Worth Individual Expertise
  • Small Business Relations
  • Loans
Work History
Personal Banker, 08/2016 to Current
Citizens National BankSevierville, TN,
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Identified and investigated variances to financial plans and forecasts.
  • Presented new and additional products and services to existing customers.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Achieved consistent recognition as top sales performer.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Devised processes to boost long-term business success and increase profit levels.
  • Developed complete business plans and operational strategies for new and existing business.
  • Investigated and addressed business development challenges to proactively mitigate problems.
  • Consulted with financial advisors and traders to provide data and analysis of market trends, economic influences and business shifts affecting overall profitability.
  • Conducted evaluation and monitoring of specific investment types to provide insight to investment management team.
  • Generated business and acquired new customers through diverse promotional, outreach and networking strategies.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Represented bank at community events to establish strong ties and promote business.
Teller Associate, 10/2015 to 07/2016
Selco Community Credit UnionAlbany, OR,
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Handled various accounting transactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Business Owner, 01/2014 to 12/2014
John Food Mart IncCity, STATE,
  • Trained and motivated employees to perform daily business functions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
  • Capitalized on social media platforms to increase market awareness and recruit sales agents.
  • Optimized team hiring, training and performance.
  • Maintained updated knowledge of regulatory changes to adjust business operations accordingly.
  • Achieved sales goals and increased revenue and profits through productive strategy development and organizational leadership.
  • Remained up-to-date on current trends and attended industry trade shows and markets to view and order inventory.
  • Devised processes to boost long-term business success and increase profit levels.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
: , Expected in 01/2014
Georgia State University - Atlanta, GA
High School Diploma : , Expected in 07/2013
Alcovy High School - Covington, GA
Native or Bilingual

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Resume Overview

School Attended

  • Georgia State University
  • Alcovy High School

Job Titles Held:

  • Personal Banker
  • Teller Associate
  • Business Owner


  • High School Diploma

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