Personal Banker Ii resume example with 10+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
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 a consultative sales approach, needs assessment, product knowledge and expansive experience in Lending and Investment Referrals.
Accomplishments
Finished in the Top 10 bankers across Fifth Third footprint for peer group in 2018, 2019, 2020.
Fifth Third Bank Award for Operational Excellence in 2020
Qualified for Fifth Third Bank President's Circle Award in 2020
Nominated for Fifth Third Bank Horizon Award in 2021
Made over 1,000+ outbound calls to branch clients in May 2020 to assuage Covid-19 worries, offer Hardship assistance, and connect those in need to PPP lending
Assisted in application and funding process for over $3.15MM in PPP lending in 2020
Skills
Portfolio assessment
Banking
Financial advisement
Financial product knowledge
Relationship building and management
Teller auditing
Client relationship management
Loan application expertise
Business Development
Cash Handling
Sales expertise
Banking operations knowledge
Revenue Generation
File Maintenance
Proficiency with Sharepoint, Word, Excel, Powerpoint, Teams, and a plethora of CRMs
Work History
01/2018 to CurrentPersonal Banker IIAmeris Bancorp | Decatur, GA,
Completed detailed Needs Assessments with Clients and made consultative recommendations based on that recognition while overcoming objections
Promoted all financial products by maintaining excellent service offering knowledge.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Achieved consistent recognition as top sales performer.
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Maximized revenue through improved sales techniques and branch productivity.
Continually boosted branch production and revenue by more than 110% by consistently meeting all monthly and quarterly sales goals.
Managed and grew personally owned Book of Business comprising apprx. 850 clients, earning over 120% of growth goal in 2019 and 115% in 2020
Referred business to "One Bank" partners including but not limited to Mortgage, Investments, Merchant Services, Treasury Mgmt, and more
Exemplified Core Values of Fifth Third Bank in every day-to-day interaction with clients and colleagues
Assisted in monthly branch and teller audits
Assisted in PPP lending and funding operations with Branch Manager
10/2016 to 12/2017Personal Banker IPeoples Bancorp Inc. | Vienna, WV,
Promoted all financial products by maintaining excellent service offering knowledge.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Performed vault duties to handle large deposits of up to $10,000 and distribute currency to coworkers.
Expanded client base by promoting new financial products.
Presented new and additional products and services to existing customers.
Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Keyed customer details, including contact information and payment data into system, carefully observing all corporate procedures related to confidentiality.
09/2013 to 09/2016Sales AssociateBreakthru Beverage Group | West Palm Beach, FL,
Engaged with customers to effectively build rapport and lasting relationships.
Completed detailed Needs Assessments to determine clients reasons for vehicle shopping
Utilized Needs Assessment to match products and services to clients
Made over 100+ outbound calls per day from CRM dashboard
Tracked stock using company inventory management software.
Provided positive first impressions to welcome existing, new and potential customers.
Trained and developed new sales team associates in products, selling techniques and company procedures.
Increased sales by offering advice on purchases and promoting additional products.
Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
Answered customer questions regarding sizing, accessories and proper care for merchandise.
10/2010 to 08/2013Customer Service RepresentativeAmeripride Services, Inc. | San Bernardino, CA,
Provided primary customer support to internal and external customers.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
Answered constant flow of customer calls with minimal wait times.
Provided information regarding charge accounts and loyalty programs.
Regularly exceeded daily sales and product add-on quotas.
Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
Cultivated customer loyalty, promoted repeat customers and improved sales.
Responded to customer requests for products, services and company information.
Offered advice and assistance to customers, paying attention to special needs or wants.
Leveraged sales expertise to promote products and capitalized on upsell opportunities.
Recommended products to customers, thoroughly explaining details.
Education
Expected in 05/2013No Degree | Marketing & AdvertisingUniversity of Akron, Akron, OHGPA:
Expected in 05/2011High School Diploma | Lake High School, Uniontown, Ohio, GPA:
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