senior personal banker resume example with 9+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Providing 7 years of exceptional customer service in face-to-face and over-the-phone environments, with commitment to building customers loyal relationship. Strong organizational and interpersonal skills High written and oral communication skills Outstanding proficiency with using personal computers Good customer service skills

Flexible hard worker ready to learn and contribute to team success.

Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.

Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.

  • Customer Service
  • Account Maintenance
  • Relationship Building
  • Opportunity Identification
  • Cross-Selling and Upselling
  • Banking Policies and Procedures
  • Regulatory Compliance
  • Verbal and Written Communication
  • Financial Statements Preparation
  • Issues Resolution
  • Attention to Detail
  • Transaction Processing
  • Client Acquisition and Retention
  • Bank Deposits
  • Recordkeeping and Documentation
  • Customer Service-Oriented
  • Information Processing
  • Account Services
  • Data Security and Validation
  • Currency Counting Machines
  • Data Entry
  • Payment Processing
  • New Account Setup
  • Transaction Error Identification
  • Signature Verification
  • Cash Supply Orders
  • Problem-Solving
  • Cash Drawer Reconciliation
  • Quality Control
  • Check Cashing
  • Cashier's Checks
  • Problem Solving
  • Product and Service Sales
01/2023 to Current Senior Personal Banker First American Bank | Orland Park, IL,
  • Followed operational standards, promoting security, risk management and compliance.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Assisted and advised customers on using online and mobile banking systems.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Met with customers to analyze financial needs and maximize sales opportunities.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Created strategic financial solutions to suit individualized client needs.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
07/2019 to 01/2023 Associate Banker East West Bancorp, Inc. | Beverly Hills, CA,
  • Anticipated customers’ needs and provided them with high quality service while upholding brand standards and values to ensure customer satisfaction
  • Process standard teller transactions for customers including servicing client accounts, accepting loan payments, cashing checks, balancing cash drawers, handling night deposits, correcting discrepancies
  • Quickly established credibility with clients and remembered over 50+ names of regulars, creating a friendly rapport with customers.
  • Helped customers understand and use mobile applications and online banking.
  • Completed daily cash balancing and operated ATMs.
  • Assisted customers by answering banking questions and recommending solutions.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Modified, opened and closed customer accounts.
  • Advised customers on bank products, services and financial planning options.
07/2014 to 09/2022 Customer Service & Cashier Roche Bros | Marshfield, MA,
  • Assist customers in finding items throughout store and informing them about latest sales offerings
  • Meticulously handled POS system transactions include credit, cash, exchanges, returns and refunds to ensure seamless and accurate cash flow
  • Manage closing procedures by maintaining a clean, organized inventory.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Consulted with customers regarding needs and addressed concerns.
  • Discussed options with customers, helping each make optimal choices for individual needs.
  • Conferred with customers to understand service needs and write up accurate orders.
  • Presented accurate estimates to inform customers of service charges and expectations.
  • Supported timely and accurate service by producing daily job status reports.

• Retrieved merchandise/products from deliver trucks & loaded on planks• Replenished products on shelves & blocked items from back to front.

12/2013 to 06/2015 Bakery Wegmans Food Markets, Inc. | Columbia, MD,
  • Produce & Customer Service
  • Made cakes, breads and platters for bakery
  • Fruit cups and guacamole for produce
  • In customer service greeted and thanked customer while bagging their items.
Education and Training
Expected in 01/2015 to to High School Diploma | Coral Glades High School, Coral Springs, FL GPA:

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Resume Overview

School Attended

  • Coral Glades High School

Job Titles Held:

  • Senior Personal Banker
  • Associate Banker
  • Customer Service & Cashier
  • Bakery


  • High School Diploma

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