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Pesonal Banker I Resume Example

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JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols. Financial services professional proficient in checking, savings accounts and transactions. Assists customers in setting up new services, move funds and meet any banking need. Excellent verbal and written communication skills combined with open and upbeat nature. Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Ready to bring 60-80 new customers monthly ,experience in related roles to a dynamic position at leader Adept at working with personal lines and business products in a highly customized approach. Able apply field expertise and critical thinking skills to solve problems with little assistance. Strong multitasker with exceptional communication and organizational skills. Results-oriented banking professional experienced in handling customer needs in a quick and accurate manner. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Personal Bnaker focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities. Dedicated banking professional well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills. Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes and resolving conflicts in a calm and collected manner. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.

Skills
  • Correcting improper trades
  • Persuasive communication style
  • Retention strategies
  • Asset protection strategies
  • Business structure planning
  • Security understanding
  • Creative thinking
  • Comparing products
  • Negotiating terms
  • Follow-up skills
  • Opening accounts
  • Qualifying customers
  • Money handling
  • Money auditing
  • Inbound customer calls
  • Cash ordering
  • Assessing fraud potential
  • Federal lending guidelines
  • Closing procedures
  • Risk management policies
  • Teller background
  • Account closings
Experience
11/2017 to Current Pesonal Banker I Old Second Bancorp, Inc. | Naperville, IL,
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Put together and executed loan documents.
  • Established standards and oversaw implementation of Personal Banker department.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Built positive relationships with realtors to produce client referrals.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
  • Developed and oversaw events to bring in customers and promote products.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Advised customers on bank products, services and financial planning options.
  • Verified amounts and integrity of every check or funds transfer.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Made continuous business adjustments to improve branch operations.
  • Met with new clients and completed pre-qualification procedures.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Devised targeted solutions for various customers, including deposit, lending and investment services.
  • Reduced bank losses by setting successful risk management policies.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Completed daily cash balancing, including ATM.
  • Modified, opened and closed customer accounts.
09/2016 to 11/2021 Cssr Wells Fargo & Company | City, STATE,
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Assessed customer needs and upsold products and services to maximize sales.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Answered customer questions and addressed concerns, resulting in reduction in complaint calls.
  • Translated services for customer -person team to serve spanish -speaking customer needs.
  • Worked with team to develop customer service improvement initiatives.
  • Consulted with customers to determine best methods to resolve service and billing issues.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Documented conversations with customers to track requests, problems and solutions.
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Educated customers on special pricing opportunities and company offerings.
  • Delivered service and support to each customer, paving way for future business opportunities.
02/2014 to 08/2016 Customer Service Representative AT&T Wireless | City, STATE,
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Assessed customer needs and upsold products and services to maximize sales.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Translated services for customersperson team to serve spanish -speaking customer needs.
  • Reviewed account and service histories to identify trends and issues.
  • Exceeded company productivity standards 95% on consistent basis, handling more than 100% of quota each day.
  • Worked with owner to develop customer service improvement initiatives.
  • Consulted with customers to determine best methods to resolve service and billing issues.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Documented conversations with customers to track requests, problems and solutions.
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Fielded customer complaints and queries, fast-tracking them for problem resolution.
  • Educated customers on special pricing opportunities and company offerings.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Delivered service and support to each customer, paving way for future business opportunities.
Education and Training
Expected in 06/2008 High School Diploma | William Penn Senior High School, York, PA GPA:
Expected in 04/2009 Technical School | Customer Service Las Marias , Dominican Republic , GPA:
Accomplishments
  • Developed relationships with 7-8 new clients daily and typically exceeded sales goals by 100%
  • Consistently maintained high customer satisfaction ratings.
  • Improved delivery of how to build credit by offering client the right product , realizing overall increase in customer satisfaction and cost efficiency.
  • Business avocated, mobile specilist and cross certify
Activities and Honors
  • Always willing to help
  • Advocated
  • Telling something good
Additional Information

always willing to help and learns , assisting another branch when they have short staff situation .

always helping with the teller line translated and moving money , buy and sale and as a teller

helping with teller to find oportunity to new ralationship and how to help customer to sucess financially .

Certifications
  • Certified notary, wells Fargo - 2017-2018
  • Certified abvocate, wells fargo - 2018
  • Licensed Safe- 2018
  • ATM Certify Training - 2018
  • At work Training - 2018
  • Busines abvocate 2018
  • Consumer abdocate 2019
  • CRV LEAD 2019
  • Mobile specialist 2020

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Resume Strength

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  • Personalization
  • Target Job
  • Word Choice

Resume Overview

School Attended
  • William Penn Senior High School
  • Las Marias
Job Titles Held:
  • Pesonal Banker I
  • Cssr
  • Customer Service Representative
Degrees
  • High School Diploma
  • Technical School

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