Personal Banking Representative Resume Example

• Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
• Helped customers open and close accounts, apply for loans and make sound financial decisions.
• Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
• Responded and assisted customers with account inquiries and updates.
• Explained bank services, financial products and applicable fees to customers.
• Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
• Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
• Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
• Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
• Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
• Counted as much as $150,000-$200,000 in daily funds with manual and machine-assisted methods.
• Completed daily cash balancing, including the ATM.
• Reconciled cash and checks against computer records at end of shift.
• Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
• Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
• Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.

• Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
• Increased teller efficiency by developing and implementing improved service methods
• Ordered supplies and materials to secure inventory and sensitive and propriety items.
• Processed over 100 transactions per day, including money transfers, deposits and withdrawals.
• Expanded client base through consistent product promotion and sales strategy.
• Promoted diverse array of financial products by continuously acquiring new industry knowledge.
• Used various office machines to scan, fax and print financial documents.
• Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
• Initiated training sessions and coached employees to develop effective staff.
• Supervised and monitored team productivity by observing daily activities.
• Oversaw daily workloads and workflow for smooth operations.
• Identified personal strengths and weaknesses and adjusted techniques to enhance performance.
• Accepted constructive criticism to improve skills.
• Trained and mentored new employees to maximize team performance and achieve daily performance objectives.
• Maintained open and professional team relationships to quickly identify and resolve issues.