personal banker i resume example with 7+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary
Skilled person with expertise in banking transactions and customer support. Driven and committed to delivering high level of service and continuous engagement to customer base.
To continue my professional career working for an institution with great reputation and having the opportunity to use my experience with customers to achieve mutual grown and to become an example for others through work. Learn from all places, especially in a financial institution, but without closing the door to any company because it is important to learn everything you can to have an added value.
Skills
Relationship Building
Attention to Detail
Opportunity Identification
Customer Service
Issues Resolution
Spanish Fluency
Positive Attitude
Professional Appearance
Data Entry
Customer Data Confidentiality
Education and Training
Rafael Landivar UniversityGuatemala, Expected in 10/2021 ā āBachelorās Degree:Economics - GPA:
TRANSCRIPT AVAILABLE
El Shaddai High SchoolGuatemala, Expected in 10/2013 ā āHigh School Degree: - GPA:
Experience
Frost (Cullen/Frost Bankers) - Personal Banker I Mcallen, TX, 08/2021 - Current
Managing risk while actively practicing loss prevention.
Dealing with different scenarios regarding unusual activity on accounts and following up with customers.
Educating and advising customers on deposit, loan and fee-based products such as personal and business accounts, CDās and Money Market accounts.
Expanded customer relationships by maintaining regular follow-up processes and rapport.
Helped customers open and close accounts, apply for loans and updates on their account status.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Intrust Bank - Teller Olathe, KS, 05/2021 - 08/2021
Maintaining proper cash on hand and preparing daily settlement of teller cash and proof transactions.
Conducting all credit and debit transactions in compliance with established bank policies and procedures.
High quality Customer Service.
Responded and assisted customers with account inquiries and updates.
Reconciled cash and checks against computer records at end of shift.
Champion Home Builders - Customer Service Representative Middlebury, IN, 04/2020 - 02/2021
Personalized technical support about developing websites through emails and live calls.
Advice on website designs.
Troubleshooting on spot.
Management of āAā code, CNAME, MX and DNS records.
Follow up and resolutions about inconvenience that customers could have about Zyngaās Poker performance by email.
Evaluation of fraud activity on customerās accounts.
De-escalation of angry customers.
Daily average of 100 emails answered.
Intrust Bank - Sales Representative Rogers, AR, 12/2019 - 02/2020
Sales negotiations with potential clients for the purchase of vehicles.
Development of strategies to meet established goals under pressure from superiors in Los Angeles.
Appointments coordination with customers and vehicle advisors to purchase a vehicle.
Monitored customer order process and addressed customer issues.
The New York Public Library - Credit Verification Agent Staten Island, NY, 06/2019 - 09/2019
Handling confidential information of clients on the United States in order to update their credit report.
Confirming credit information with bank institutions and loan agencies through a conference call to verify the client information.
Elaboration of reports for the loan officer to help them accomplish their tasks.
Intrust Bank - Teller Salina, KS, 09/2018 - 04/2019
Adhered to financial services security and audit procedures.
Trained employees on cash drawer operation.
Maintained confidentiality of bank records and client information.
Prince William County Government - Print Center Specialist Nokesville, VA, 07/2018 - 04/2019
Being responsible for fast and high-quality service.
Inventory management.
Management of photocopies, binding, laminating, special printing jobs, high-quality printing, design and creation of business cards.
Support on floor sales.
Working under pressure with waiting lines over 10 customers at the same time.
Kept print center facility clean, safe and well-organized to maximize productivity and provide professional impression to all patrons.
Motivated and led team members to work together to achieve targets.
G&T Continental Bank - Collection Manager City, STATE, 01/2015 - 01/2018
In person and mobile collection of debts over properties.
Handling delinquent portfolio from 1 to 5 months of delinquencies, involving in the 5 months of delinquency legal issues.
Planning the collection route for collection visitors (delinquencies of 2 and 3 months).
Creating performance reports and update the portfolio for control of telephone and collection visitors for a general analysis in order to create new strategies.
Reached out to customers to discuss late payments and options for remitting amounts due.
G&T Continental Bank - Teller City, STATE, 12/2014 - 01/2015
Responsible for balancing the cashbox to ensure that the amounts are correct and that there is enough change.
Maintaining equipment and work site in order and reporting any anomaly.
Conducting cash transactions following bank policies.
G&T Continental Bank - Administrative Assistant City, STATE, 04/2014 - 12/2014
Responsible of scanning, sorting and organizing slips from 80 branches across the country in order to find specific slips when asked.
Being responsible of valued documents from customers and giving responses to branch requests.
Assisted organizational efforts by filing, entering data and answering phones.
Prioritized and organized tasks to efficiently accomplish service goals.
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