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Retail Personal Banker Resume Example

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RETAIL PERSONAL BANKER
Summary
Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.
Highlights
  • Human resources experience.
  • Ability to navigate multiple banking and other system applications.
  • Knowledge of the retail (sales and operational) side of the bank.
  • Experience with loan applications, processing and closing.
  • Effective oral/written communication skills.
  • Excellent customer service.
  • Ability to multi-task.
  • Self motivated.
  • Fast learner.
  • Team player.
  • Experience in Microsoft Office applications.
  • Effective problem solver.
Accomplishments
Consistently achieved a 95% teller balancing average.
Consistently achieved a 92% in operations to prevent fraud.
Experience
Retail Personal Banker01/2006 to CurrentCompany NameCity, State
  • Responsible for sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers.
  • Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care.
  • Oversee the complete consumer loan process following approved guidelines.
  • Consistently meet or exceed brokerage referral goals as set by management.
  • Establish close relationships with assigned business partners, such as Mortgage, Small Business Bankers, Business Banking Officers and Investment Executive to ensure that established goals for each business line are met.
  • Promote excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times, providing professional resolution of problems/issues.
Lead Customer Service Representative02/1753
  • Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures.
  • Monitor the operation behind the teller line; delegate work and take issues to managers as needed.
  • Act as office resource for staff activity, answering questions and finding solutions to customer issues and financial center procedures; assist management in keeping staff up-to-date as requested.
  • Maintain a position of trust and responsibility by keeping all customer business confidential.
  • Help management set expectations for staff and overall achievement of the banking center goals.
  • New Hire Trainer.
  • Perform in the role of training and development personnel for new staff members and/or existing staff as needed; assist to identify any staff member that is capable of gaining more training.
  • Schedule staffing.
Customer Service Manager
  • Develop the CSR staff through training, and coaching for premier delivery of customer care.
  • Participate in the selection and on-boarding of new employees, and be actively involved in the proper training and development of new employees.
  • Responsible for performance management forms updates and reviews, provide counseling and guidance as needed; provide assistance to the staff in completing the promotion process.
  • Annually prepare and give formal written performance appraisals to direct reports in an honest and impartial manner, recommending salary increases and promotions as appropriate.
  • Responsible for providing employees timely, candid and constructive feedback; developing employees to their full potential and providing challenging opportunities that enhance employee career growth; recognizing and rewarding employees for accomplishments.
  • Perform as the resource for employees, answering questions, finding solutions to customer issues and ensuring staff is up-to-date on financial center procedures and policies.
  • Responsible for managing a fund of cash and processing a variety of consumer, commercial and other transactions for customers and the general public.
  • Responsible for the-day-to day operations, and risk management of the financial center.
Customer Service Representative
  • Assist in running transactions for Fifth Third customers as well as non customers such as deposits, withdrawals,.
  • Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues.
  • Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Education
Vocational Accounting Certificate ILCOMP Nicaragua 2003 Computer Operator Certificate Universidad Centro Americana Certificate of completion and achievement of ESL Nicaragua 2005IndyPendence Job CorpsCity, State
High School Diploma2000Baptist High School
Languages
Excellent verbal communication skills and inter-personal skills in English and Spanish
Skills
Accounting, banking, loan closing, coaching, inter-personal skills, oral, counseling, customer relations, customer satisfaction, excellent customer service, decision making, delivery, financial, human resources, managing, Microsoft Office applications, office, performance management, problem solver, fast learner, relationship building, retail (sales, risk management, selling, sales development, self motivated, Spanish language, team player, trainer, verbal communication skills, written communication skills.
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Resume Overview

School Attended

  • IndyPendence Job Corps
  • Baptist High School

Job Titles Held:

  • Retail Personal Banker
  • Lead Customer Service Representative
  • Customer Service Manager
  • Customer Service Representative

Degrees

  • Vocational Accounting Certificate ILCOMP Nicaragua 2003 Computer Operator Certificate Universidad Centro Americana Certificate of completion and achievement of ESL Nicaragua 2005
    High School Diploma 2000

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