Personal Banker Ii resume example with 10+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
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.

  • 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
  • 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 Current Personal Banker II Ameris 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 12/2017 Personal Banker I Peoples 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 09/2016 Sales Associate Breakthru 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 08/2013 Customer Service Representative Ameripride 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.
Expected in 05/2013 No Degree | Marketing & Advertising University of Akron, Akron, OH GPA:
Expected in 05/2011 High School Diploma | Lake High School, Uniontown, Ohio, GPA:

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • University of Akron
  • Lake High School

Job Titles Held:

  • Personal Banker II
  • Personal Banker I
  • Sales Associate
  • Customer Service Representative


  • No Degree
  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: