personal banking officer resume example with 15+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Summary
Detail-oriented and motivated Project Management graduate student with strong computer skills and a passion for sustainable practices. Eager to contribute to Cargill's protein and salt business as a Billing Summer Student, utilizing excellent organizational and communication abilities to ensure efficient billing processing and support the team's success.
Skills
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong data entry and typing skills
Excellent organizational and time management abilities
Effective written and verbal communication skills
Detail-oriented and committed to maintaining accuracy
Adaptability and quick learning in dynamic environments
Collaborative team player with problem-solving skills
Experience
Personal Banking Officer, 07/2018 - 04/2023 First Hawaiian Bank – Kealakekua, HI,
Followed operational standards, promoting security, risk management and compliance.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Assisted and advised customers on using online and mobile banking systems.
Met with customers to analyze financial needs and maximize sales opportunities.
Used product knowledge and abilities to execute consumer loans and other services.
Created strategic financial solutions to suit individualized client needs.
Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
Maintained and built strong client relationships through quality, personalized interactions.
Entered new account information into computers and filed related forms and other documents.
Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Maintained customer data confidentiality while inputting information into system.
Used customer and bank records to investigate and correct errors upon customer request.
Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Approached prospective clients through emails and cold calling to consistently meet sales targets.
Examined checks for endorsements to verify legality of documents.
Received mortgage and other loan payments by verifying payment dates and amounts due.
Client Care Officer, 06/2013 - 06/2018 Sagicor Bank Jamaica Limited – City, STATE,
Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Maintained position of trust and responsibility by keeping customer business confidential.
Expanded customer relationships by maintaining regular follow-up processes and rapport.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Used product knowledge and abilities to execute consumer loans and other services.
Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
Entered new account information into computers and filed related forms and other documents.
Maintained customer data confidentiality while inputting information into system.
Executed wire transfers of funds in compliance with banking best practices.
Used customer and bank records to investigate and correct errors upon customer request.
Prepared bank deposits, general ledger postings and statements.
Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Customer Service Representative (Cash), 09/2007 - 05/2013 Sagicor Bank Jamaica Limited – City, STATE,
Maintained position of trust and responsibility by keeping customer business confidential.
Assisted and advised customers on using online and mobile banking systems.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
Prepared bank deposits, general ledger postings and statements.
Examined checks for endorsements to verify legality of documents.
Identified transaction errors for unbalanced debits and credits.
Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
Used currency-counting machine to count currency and received checks.
Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
Education and Training
Master of Science: Project Management , Expected in 12/2024 - University of Guelph - Guelph, ON GPA: Status -
Bachelor of Science: Banking And Finance, Expected in 12/2013 - University of The West Indies - Kingston, Jamaica , GPA: Status -
Bachelor of Science: Microbiology, Expected in 07/2007 - University of The West Indies - Kingston, Jamaica, GPA: Status -
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