personal banker officer ii resume example with 8+ years of experience

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

Talented Bank Executive successful at developing new business, improving profitability and building successful teams.

  • 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
08/2013 to Current Personal Banker Officer II Frost | 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 Current Personal Banker Officer I Fifth 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 Current Lead Teller Fifth 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 01/2008 High School Diploma | Eisenhower High School, Blue Island , IL GPA:

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Resume Overview

School Attended

  • Eisenhower High School

Job Titles Held:

  • Personal Banker Officer II
  • Personal Banker Officer I
  • Lead Teller


  • High School Diploma

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