personal banker resume example with 11 years of experience

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

Financial services professional proficient in checking, savings and investment fund accounts and transactions. Assists customers in setting up new services, move funds and meet any banking need. Excellent verbal and written communication skills combined with open and upbeat nature.

  • Microsoft Excel (4 years), Microsoft Power Point (3 years), 10 touch by key (4 years), Microsoft Word (4 years), Cashier certified & experienced (6 years), Superior customer service skills (6 years), Experienced in handling money (6 years)
  • Typing: 47/wpm and 10 Key by touch
  • Experienced Receptionist and File Clerk
  • Proficient knowledge of office equipment including: computers, fax, copiers, printers, and multiline phones
  • Excellent Organization skills
  • Accounts Payable, Presentations
  • Accounts Receivable, Printers
  • Balance, Receptionist
  • Benefits, OSHA
  • Billing, Sales
  • Cashier, Settlements
  • CNA
  • Customer Service
  • Customer service skills
  • Financial
  • Focus
  • General ledger
  • HR
  • Inventory
  • Listening
  • Organization skills
  • Academic monitoring
  • Calendar maintenance
  • Listening actively
  • Confidential services
03/2018 to Current Personal Banker Northwest Bancorp, Inc. | South Bend, IN,
  • Provide good service, advice and guidance to our customers by talking and listening to them, identifying their needs and making best fit recommendations.
  • Know all products, services and capabilities available to customers including features, benefits, terms, and costs.
  • Conduct follow-up calls to new customers and ensure their satisfaction and that everything is as expected.
  • Participate in requested check-ins with the branch manager and follow through on agreed upon commitments.
  • Focus on understanding customer needs and creating an excellent in-branch experience.
  • Processing transactions accurately and providing good customer service.
  • Complete accurate and effective customer needs assessments ensuring a focus on the customer’s entire relationship (CNA) Regularly update customer notes (SVP, CRV) Work to disposition all assigned priority leads and Standards of Care.
  • Match customer financial goals to provide appropriate product options for customer choice and provide guidance on suitable solutions.
  • Work with Work share program from home, PPP loans and documents.
  • Met with clients to facilitate budget management and financial guidance.
  • Processed invoices and checks and maintained daily cash logs and deposits.
  • Provided clients with information on bank accounts, institutional policies, financial products and related services.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Created strategic financial solutions to suit individualized client needs.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Expanded client base through consistent product promotion and sales strategy.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
10/2016 to 01/2018 Store Associate Ingles Markets, Incorporated | Easley, SC,
  • Delivered extraordinary Customer service to External and internal customers via email and phone. Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts
  • Accounts receivable by credit/debit card, cash, and checks.
  • Process payments and answered billing questions.
  • Handled Technical issues related to customer equipment and service issues.
  • Maintain and exceeded Monthly and Quarterly Sales Quota.
  • Maintained current store, product and promotional knowledge to drive consistent sales.
  • Answered questions about current promotions and resolved issues according to store policies.
  • Counted cash, made change and stored coupons to keep organized and balanced cash register drawer.
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
07/2015 to 10/2016 General Affairs/ Safety Office Administrative Assistant Securitas Security Services Usa, Inc. | Burlington, IA,
  • Delivered extraordinary customer service via email and phone.
  • Accounts Payable for over 20 Vendors.
  • Accounts Receivable.
  • HR assist in hiring new employees.
  • Conduct Safety Orientation.
  • Process invoices for payment Update Microsoft Excel, Word, and Power Point Daily.
  • Order, Log, and Manage Inventory for Office Supplies.
  • Maintain Expense Reports.
  • Make Settlements.
  • Receive and Disburse packages.
  • Log and Request Vendor Swap outs.
  • Make Employee Badges.
  • Make Employee Name plates for all the New Hires.
  • Issue over 900 employees Parking Permits.
  • Prepare reports daily.
  • Make Presentations.
  • Directed safety operations and maintained clean work environment to adhere to FDA and OSHA requirements. Provide Drug Screens.
  • Developed employee handbook, detailed job descriptions and workflow plans to formalize operational systems and procedures.
06/2009 to 11/2014 Assistant Manager Roger Meat Market | City, STATE,
  • Make Bank Deposits.
  • Fill out reconciliation sheets.
  • Order Supplies and Stock.
  • Balance general ledger.
  • Provide Customer Service.
  • Receive money and make change.
  • Make schedules for staff.
  • Process invoices for payment.
Education and Training
Expected in 05/2002 High School Diploma | Horseshoe Bend High School, New Site, AL GPA:
Expected in 05/2012 | Accounting Southern Union Community College, Opelika, AL GPA:
Expected in | Business Administration Central Alabama Community College, Alexander City, AL GPA:
Activities and Honors
Additional Information
  • Authorized to work in the US for any employer

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Resume Overview

School Attended

  • Horseshoe Bend High School
  • Southern Union Community College
  • Central Alabama Community College

Job Titles Held:

  • Personal Banker
  • Store Associate
  • General Affairs/ Safety Office Administrative Assistant
  • Assistant Manager


  • High School Diploma

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