retail banker resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Astute banker with top-notch relationship-building, sales and money handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions.

Well-versed in handling a high volume of cash on a daily basis in retail bank settings. Knowledgeable about managing financial transactions, preventing fraud and complying with various security acts and regulations. Looking for a new position with room for advancement where sales abilities and a results-oriented nature will be highly valued.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

  • Teller Transactions
  • Cash Supply Orders
  • Consultative Sales Approach
  • Data Security and Validation
  • Mobile Banking
  • Pro
  • Travelers Checks
  • Sorting and Filing
  • Currency Counting Machines
  • Change Orders
  • Check Cashing
  • Retail Knowledge
  • Signature Verification
  • Process Monitoring
  • Banking Standards
  • Balance Verification and Reconciliation
  • Privacy and Confidentiality
  • Cash Drawer Reconciliation
  • Information Processing
  • Employee Security Training
  • Phone Inquiries
  • Financial Decision Assistance
  • Bank Secrecy Act
  • Financial Statements
  • Identity Checks
  • ATM Network
  • Financial Transactions
  • Retail Advertising
  • Reading Comprehension
  • Fraud Detection
  • Credential Checking
  • Account Retention
  • Vault Monitoring
  • Account Security
  • Fee Calculation
  • Armored Car Deposit Verification
  • Accounting Softwares
  • Night and Safe Deposit Procedures
  • Team Cooperation
  • Most merchant service approvals in a month.
  • Push products winner with Family Dollar (3rd in the Nation)
Work History
Retail Banker, 03/2022 - Current
Lakeland Financial Corporation Carmel, IN,
  • Complied with regulatory, legal and ethical requirements to protect bank assets.
  • Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
  • Refered merchant services to customers.
  • Assisted customers with finding products to meet their needs.
  • Conduct money services such as but not limited to wire transfers, (international and domestic) money orders, cashiers checks, and cash handling procedures.
  • Insure proper product knowledge to help benefit customers.
  • 10+ years management experience with cash management procedures.
  • Identified and reported suspicious patterns of activity to reduce money laundering.
  • Identified, marketed and recommended bank products and services to achieve individual sales.
  • Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Manager, 09/2020 - 03/2022
Otg Minneapolis, MN,
  • Accomplished multiple tasks within established timeframes.
  • Onboarded new employees with training and new hire documentation.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Approved regular payroll submissions for employees.
  • Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
  • Conducted weekly inventories of raw materials and components on work floor.
  • Regularly handled cash transactions and managed deposits.
Assistant Store Manager, 06/2018 - 06/2020
C-A-L Ranch Prescott, AZ,
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
  • Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
  • Rotated merchandise and displays to feature new products and promotions.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.
  • Processed payments for credit and debit cards and returned proper change for cash transactions.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
  • Approved regular payroll submissions for employees.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Met or surpassed business targets regularly through employee engagement and forward-thinking planning.
  • Directed merchandising, promotion and brand loyalty efforts for business segment with greatest sales volume.
  • Reduced company expenditures and met budget targets by closely monitoring, tracking and controlling expenses.
: Associates in Nursing , Expected in 06/2013
Central Carolina Technical College - Sumter, SC
Status -
GED: , Expected in 06/2006
W.R Rodgers Adult Education - Columbia, SC,
Status -

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Resume Overview

School Attended

  • Central Carolina Technical College
  • W.R Rodgers Adult Education

Job Titles Held:

  • Retail Banker
  • Manager
  • Assistant Store Manager


  • GED

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