, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Talented Bank Executive successful at developing new business, improving profitability and building successful teams.
Skills
Account Audits
Recordkeeping Requirements
Account Closings
Loss Prevention
Customer Service-Oriented
Business Development
Employee Motivation
Teller Background
Money Handling
Customer Care Experience
Marketing and Sales
Experience
08/2013 to CurrentPersonal Banker Officer IIFrost | San Antonio, TX,
Modified, opened and closed customer accounts.
Advised customers on bank products, services and financial planning options.
Adhered to bank and legal guidelines for reporting, loan approvals.
Addressed inquiries from clients and relationship management department team members.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Developed culture of success rewarding performance, productivity and sales results.
Reduced bank losses by setting successful risk management policies.
Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
Made continuous business adjustments to improve branch operations.
Identified which company offerings would best meet customer needs and provided additional details about pricing, support, shipping and maintenance.
Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Maintained customer data confidentiality while inputting information into system.
Collected and recorded customer deposits and fees and issued receipts.
Procured client credit reports and financial documents as needed.
Executed wire transfers of funds in compliance with banking best practices.
Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Compiled information on new accounts, entering into computers and filing related forms and other documents.
Improved decision-making by using current data on market conditions and individual financial situations.
Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
08/2013 to CurrentPersonal Banker Officer IFifth Third Bank | City, STATE,
Assisted with customer requests and answered questions to improve satisfaction.
Completed goals and targets.
Helped tellers cover lunches.
Assisted with Audits and Operations.
Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
Maintained thorough and current knowledge of products to help customers everyday need.
Coached sales associates on product knowledge by using training tools.
Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
Boosted team spirit and performance by communicating clear service expectations and quality goals to each team member
08/2013 to CurrentLead TellerFifth Third Bank | City, STATE,
Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
Kept teller window areas clean, organized and fully stocked.
Balanced bank's vault of daily cash for withdrawals and deposits.
Completed monthly audits and managed overdraft reports.
Performed currency transaction reports for foreign currency.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Maintained optimal financial controls by securing funds and making accurate transactions.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Welcomed customers and offered pleasant service during entire transaction.
Handled daily team scheduling and properly staffed shifts.
Took on additional shifts during busy periods to minimize staffing shortages.
Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Reduced errors by double checking transactions.
Prepared and submitted documentation for bank records and compliance purposes.
Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
Researched and resolved open items and deposit issues.
Education and Training
Expected in 01/2008High School Diploma | Eisenhower High School, Blue Island , ILGPA:
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