personal banker i resume example with 9+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Highly knowledgeable, creative and result-oriented Banker with huge background in establishing and maintaining positive customer relationships, planning and delivering effective sales strategies and monitoring the progress of new and existing financial products.
  • Extensive experience in banking and retail customer service provision
  • Strong familiarity with a variety of retail banking credit options
  • High proficiency in a variety of cash handling processes
  • Retail Banking
  • Needs Assessment
  • Sales/Cross-selling
  • Customer Counseling
  • Mortgage Sales
  • Exceptional abilities in loan origination and processing
  • Superior incoming and outgoing wire processing abilities
  • Outstanding written and oral communication skills
  • Outbound Sales
  • Strategic Analysis
  • Cash Handling
  • Banking Products
  • Profiling Tools
  • Relationships Development
Product Sales
  • Cross-sold services, upgrading customers to different plans and product packages.

Customer Interface

  • Greeted customers upon entrance and handled all cash and credit transactions.
  • Assisted customers over the phone regarding questions, product, and promotions .
Personal Banker I, 11/2013 to Current
Peoples Bancorp Inc.Ashland, KY,
  • Help customers with account issues, explain account fees, transfers, fraud, and explain how having overdraft protection can benefit them Help detect fraud in customers account and call in put a fraud claim for customer, explained the importance of having our product in Identity theft, and trained the customer on Identity Theft Made sure I verified their signature through SVT and their relationship history with Wells Fargo as well as through SVP Explaining the benefits of Wells Fargo Visa or American Express credit card, and if liked visa credit can be an option for an overdraft protection and the different kinds of lines of credit we have to offer While having conversations with customers to meet their financial needs, used store vision platform to set up accounts, and/or looked for statements, holds, and researched things for them Finding the right account for customers to help save, gain, and manage their money Call different lead list for appointments and invite the customer into the branch explain what they are being offered and why it would benefit them Speak to customers on why we should have a conversation about their financial needs Discover customer needs by listening to cues and if so send referrals to bankers that are able to help the customer more efficient Work behind the teller line to look for opportunities in sales and provide feedback when needed Work as a team between bankers and tellers to achieve store goals as well as for the month or quarter Ability to assist customers with inquires and problem resolution Used Operations Image Browser to help customers find statements, deposit slips, checks image, and withdrawals Used Hogan to find out payoffs or remove holds for customers.
Lead Teller, 10/2012 to 12/2013
New Mexico Educators Federal Credit UnionSanta Fe, NM,
  • Trained teller team to carry out transactions accurately and efficiently.
  • Established a positive team environment in the banking center by displaying appropriate behaviors.
  • Assured banking center is in accordance with federal regulations.
  • Presented input to constantly enhance banking center performance.
  • Developed workforce balance by developing an engaged, spirited and well-trained team.
  • Process credit and employment verifications and records information obtained Sell and cross sell appropriate bank products and services to meet customers' needs.
  • Perform branch settlements, as well as opening and closing procedures.
  • Prepare/sell money orders, cashier checks and Gift Cards.
  • Answer basic inquiries in person or by telephone from customers concerning their accounts.
  • Mentored, coaching, and managed tellers for improvements and expectation in sales.
  • Connected with new tellers to discuss challenges and questions about their new roles, and provided feedback.
  • Managed customer concerns and handled objections providing excellent customer service.
  • Engaged with customers asking open ended questions, and team members making sure we work as at team to achieve store goals.
Counter Manager, 08/2011 to 11/2013
Macy'sCity, STATE,
  • Recorded loyal customers in my client book with personal information to keep them updated on promotions, and new products; relationship building
  • Informed customers what products would help them with their skin concern, test customers for skin type
  • Applied different types of make-up to customers to find best look on them; by doing face make over
  • Ability to Direct and motivate staff Ability to communicate effectively at all levels of business
  • Ability to manage retail operations, schedules, objectives, and went over numbers and goals for the month.
Master's: Business Administration, Expected in
- ,
Business Administration
degree: , Expected in January 2017
- ,
Bachelors in Applied Science degree: Legal Studies, Expected in March 2016
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Legal Studies
Associate: , Expected in
- ,
Applied Science degree: Business Management, Expected in January 2013
- ,
Business Management
  • Organizational              
  • Effective listening                                           
  • Multi task                           
  • PowerPoint, Microsoft
  • Excellent oral and written communication skills
  • Ability to think creatively and work under pressure

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Resume Overview

School Attended

Job Titles Held:

  • Personal Banker I
  • Lead Teller
  • Counter Manager


  • Master's
  • degree
  • Bachelors in Applied Science degree
  • Associate
  • Applied Science degree

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