Senior Banker Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Experienced retail banker with over six years of experience in the industry. Excellent reputation for resolving problems, improving customer satisfaction, leading teams, training, coaching and mentoring. Looking to transfer and apply skills to the technical writing field. Always motivated to learn, grow and excel.

  • Technical Research
  • Instruction Writing
  • Editing
  • Organization and Time Management
  • Relationship-Building
  • Teamwork - organizational and interpersonal skills
  • Leadership
  • Expert of financial policies and procedure
  • Experienced in fiscal software and tools
  • Advanced Microsoft Office software proficiency
  • Analytical skills
  • Data management
  • Adaptability
  • Reading comprehension
  • Cultural awareness
Work History
01/2017 to Current
Senior Banker Keybank National Association For Those Who Work At Home, FL,
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Trained and mentored over 20 junior banking staff to maximize performance, efficiency and compliance.
  • Served as BIC (Branch Image Capture) champion - trained all employees within branch on new technology and procedures that came with new machine capability. Ensured that all work processed using the machine was done correctly throughout the day.
  • Checked accounts for fraud and provided law enforcement with relevant details.
  • Balanced teller drawers and ATM cash.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Bolstered understanding of banking products and services by enrolling in available training classes and seminars offered to Senior Bankers.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Single-handedly assisted estimated 150 customers daily (over a third of total customer volume) and remained poised and professional even in high-stress situations and when dealing with irate individuals.
  • Coordinated daily cash reconciliation in a high-volume location.
  • Enthusiastically greeted customers and offered dedicated service during entire transaction, improving bank satisfaction ratings by 20% in most recent quarter (FY2021, Q1).
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
01/2014 to 01/2017
Relationship Banker Pnc Financial Services Group, Inc. Remote, OR,
  • Processed over 30% of the branch's overall customer requests for financial services per day (on average), including reissuing statements, ordering additional checks and updating customer personal information in database.
  • Worked with clients to address and respond to client and partnership management issues.
  • In partnership with the Branch Manager and Regional Retail Specialist was a key contributor to M&T Bank's @Work program. M&T's @Work program is designed to educate individual or business clients on various products on offer - adding value to their overall banking experience.
  • Mentored college and elementary students regarding financial literacy on behalf of M&T bank.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Developed quarterly summaries to assess each client's participation level and determine targets for follow-up plans.
  • Represented bank at community events to establish strong ties and promote business.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Provided advice on different bank products and financial options.
  • Independently processed 40% of the branch's total customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
06/2010 to 01/2014
Sales Associate United Rentals Visalia, CA,
  • Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral.
  • Delivered high level of assistance by locating products and checking store system for merchandise at other sites.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Trained and developed new sales team associates in products, selling techniques and company procedures.
  • Maintained organized, presentable merchandise to drive continuous sales.
  • Liaised with customers and recommended specific products and specials, aligning with individual needs, requirements and specifications.
  • Evaluated inventory and delivery needs, optimizing strategies to meet customer demands.
  • Increased sales by 10% over a 12 month period in 2014 by offering consultation on products and services and applying customer service and upselling techniques.
  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
Expected in 06/2013
Bachelor of Arts: English Literature
Hampton University - Hampton, VA
  • Coursework in English Arts
  • Dean's List 2010-2013
  • Honor's Recipient 2010-2013
  • Member of DC Hampton Parent Club 2009-2013
  • Member of Seasoned Sisters Church Group 2006-2009

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Resume Strength

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  • Strong Summary
  • Target Job
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Resume Overview

School Attended
  • Hampton University
Job Titles Held:
  • Senior Banker
  • Relationship Banker
  • Sales Associate
  • Bachelor of Arts