LiveCareer-Resume

personal banker resume example with 8 years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
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 Morning huddle activities knowledge and expansive experience in Creating a positive environment for every team members and allowing them to share thoughts and ideas and make everyone’s voice counts.

Accomplished Personal Banker driven to increase branch revenue through innovative sales strategy. Adept in Clients reaching out and calling with in-depth knowledge of Generating high profile clients Book of business.

Diligent Personal Banker with Thirteen years of Banking sales and service experience. Committed to driving continuous improvement and increasing branch efficiency to optimize resources. Expert in Calling clients and offering products and services over the phone with proven.

Meticulous Personal Banker offering Thirteen years of demonstrated expertise in Loans and lines and Ethical solicitation skills. Aiming to leverage High profits and exceptional financial prowess to maximize revenue.

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services, and branch operations.

Resourceful banking professional committed to delivering top-level service to high net worth client base. Skilled in client relationship management, conflict resolution, and leadership. Managed a High number of accounts involving investments, cash funds and insurance products.

Ethical Banking sales and service with Thirteen years of experience in banking and customer service arena. Competent and responsive professional positively liaises between customers and bank. Proficient in processing loan documentation and disbursing proceeds. Recognized for consistently achieving sales targets and cross-selling bank products.

Performance-oriented Financial Advisor offering experience working with privately-held investment firms. Adept at skillfully managing high-value

Skills
  • Loans
  • Financial Product Knowledge
  • Financial Advisement
  • Banking
  • Financial services
  • Relationship building and management
  • Teller auditing
  • Cash Handling
  • Loan application expertise
  • Sales expertise
  • Business Development
  • Revenue Generation
  • Client relationship management
  • Sales strategy
  • Branch management
  • Financial Advising
  • Investment advice
  • Savings accounts
  • Retirement needs
  • Financial planning
  • Insurance decisions
  • Education funds
  • Investment planning
Work History
Personal Banker, 06/2014 - 11/2019
Guaranty Bancshares, Inc. Sulphur Springs, TX,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Continually boosted branch production and revenue by Number% by consistently meeting all monthly and quarterly sales goals.
  • Supported various financial modeling activities, including acquisition analysis, new market investment, pricing and costs for $Amount deal analysis.
  • Consistently ranked in top Number for sales in district of over Number bankers.
  • Performed vault duties to handle large deposits of up to $Amount and distribute currency to coworkers.
  • Trained and supported Number sales associates and cross-trained Number tellers to improve customer satisfaction by Number%.
  • Effectively used Software and Software to access customer details and databases.
  • Processed Number customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
  • Increased daily sales by Number% by upselling Type and Type banking products and financial services to customers.
Mortgage Consultant Loan Officer , 06/2012 - 06/2014
Desjardins Group Alfred, NY,
  • Fielded customer complaints and provided solutions.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Developed prospects for new loans by conducting Number cold calls weekly.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Developed and maintained relationships with local real estate agents.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Successfully closed average of Number loans per month.
  • Created strategies to develop and expand existing customer sales, which resulted in Number% increase in annual sales.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Led Type team in delivery of Type project, resulting in Result.
  • Developed team communications and information for Type meetings.
  • Increased customer satisfaction by resolving Product or Service issues.
  • Saved $Amount by implementing cost-saving initiatives that addressed long-standing problems.
  • Transported Product or Service to customer locations Timeframe.
  • Resolved Type problems, improved operations and provided exceptional client support.
  • Worked with Type customers to understand needs and provide Type service.
  • Handled Number calls per Timeframe to address customer inquiries and concerns.
Teller, 10/2006 - 05/2007
Wells Fargo City, STATE,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Identified and investigated variances to financial plans and forecasts.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Continually boosted branch production and revenue by Number% by consistently meeting all monthly and quarterly sales goals.
  • Trained and supported Number sales associates and cross-trained Number tellers to improve customer satisfaction by Number%.
  • Performed vault duties to handle large deposits of up to $Amount and distribute currency to coworkers.
  • Effectively used Software and Software to access customer details and databases.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Processed Number customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
  • Achieved consistent recognition as top sales performer.
  • Consistently ranked in top Number for sales in district of over Number bankers.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Increased daily sales by Number% by upselling Type and Type banking products and financial services to customers.
  • Expanded client base by promoting new financial products.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Exceeded quarterly sales goals by Number%.
  • Received regional branch recognition award for Number% sales increase.
  • Coordinated daily cash reconciliation in high-volume location.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Maintained balancing record with Number% rate of accuracy.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Sold cashier's checks, traveler's checks and money orders.
  • Collected member loan payments.
  • Processed exchange and foreign currency.
  • Maintained friendly and professional customer interactions.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Continued education on current banking products and services through Area of study program.
  • Maintained teller drawer to perform bank transactions.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Regularly exceeded Type and Type goals set by Job title by using Skill, Skill and Skill in all professional interactions.
  • Enthusiastically greeted customers and offered dedicated service during entire transaction, improving bank satisfaction ratings by Number% in Timeframe.
  • Prepared, sorted and distributed Type reports to appropriate branches.
  • Created strategies to develop and expand sales of services to existing customer which resulted in Number% increase in annual revenue.
  • Opened accounts with cross sale ratio of Number products opened.
  • Maintained balancing record with Number% rate of accuracy.
  • Received regional branch recognition award for Number% sales increase.
  • Bolstered understanding of banking products and services by enrolling in available training classes and seminars offered to Job titles.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Increased loans and earnings by establishing Number new accounts in Timeframe.
  • Assisted estimated Number customers each Timeframe and remained poised and professional even in high-stress situations and when dealing with irate individuals.
  • Used Technique and Skill to effectively reduce Type errors by more than Number%.
  • Served needs of more than Number customers in busy Type environment.
  • Served needs of more than Number customers in busy Type environment.
Education
Bachelor Degree : Business Management, Expected in 06/2011
-
University of Phoenix - Costa Mesa, CA,
GPA:
Status -
Accomplishments
  • Documented and resolved Many clients issues which led to Customer retention and satisfaction within our financial institutions.
  • Collaborated with team of Bankers and tellers in the development of Customer surveys program and making sure to earn their business and loyalty.
  • Supervised team of Tellers staff members, and coaching them on a daily basis to make sure they stay up to date with their knowledge and level of service they provide to clients.

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Resume Overview

School Attended

  • University of Phoenix

Job Titles Held:

  • Personal Banker
  • Mortgage Consultant Loan Officer
  • Teller

Degrees

  • Bachelor Degree

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