teller personal banker resume example with 5+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Summary
Organized financial professional with 9 years of leadership experience. Eager to contribute strong knowledge of finance and Human Resources skills. Known for reliability and accuracy.
Skills
- Rapport building
- Loan application advisement
- Portfolio analysis
- Customer satisfaction
- Sales growth
- Financial strategy management
- Financial product expertise
- Cash vault audit
- Branch operations
- Account verification and reconciliation
- Marketing campaigns
- Marketing and sales
- Sales Force proficiency
- Clerical
- Time management
- Benefits administrator
- Policies implementation
- Personnel recruitment
- Employee relations
- Confidential document control
- HR services
- HR information systems
- Workplace diversity cultivation
- Project management
- Manager coaching and training
Education and Training
Palm Beach Lakes High School West Palm Beach, FL Expected in 05/2012 ā ā High School Diploma : - :
Palm Beach State College Lake Worth, FL Expected in 05/2016 ā ā Associate of Arts : - :
Florida Atlantic University Boca Raton, FL Expected in 12/2020 ā ā BBA : - :
- Major in Finance
Certifications
Notary Public
Experience
Wesbanco - Teller/Personal Banker
Riverdale Park, MD, 03/2021 - Current
Riverdale Park, MD, 03/2021 - Current
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- 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.
- Expanded client base through consistent product promotion and sales strategy.
- Met with clients to facilitate budget management and financial guidance.
- Maximized branch revenue by optimizing daily operations.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
- Developed highly productive teams to support branch operations and cultivate customer satisfaction.
- Increased teller efficiency by developing and implementing improved service methods
- Processed invoices and checks and maintained daily cash logs and deposits.
- Ordered supplies and materials to secure inventory and sensitive and propriety items.
- Profiled customers effectively to identify needs and match bank products.
- Supported current and prospective customers with personalized banking services.
- Delivered high level of customer service and support by answering questions and returning phone calls quickly.
- Handled teller functions with high accuracy, including making deposits and withdrawals, collecting payments and processing cash orders.
- Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
- Increased growth of branch deposit values by actively assisting with marketing, sales development and referral coordination.
- Assisted commercial lenders with loan servicing, cash management and customer concerns.
Harbor Freight Tools - Employee/Client/Benefits Specialist
Arlington Heights, IL, 06/2016 - 06/2017
Arlington Heights, IL, 06/2016 - 06/2017
- Reviewed employee enrollments to verify accuracy, inputting information into company database.
- Answered employee questions regarding health benefits and 401k options.
- Oversaw enrollment of new employees and company-wide yearly enrollment period.
- Provided assistance to plan participants by explaining benefits information to ensure educated selections.
- Communicated effectively via email, phone and face-to-face with plan participants to resolve issues pertaining to health and welfare benefits.
- Checked accuracy and completeness of benefits applications and documents.
- Monitored data integrity and confidentiality by observing strict regulations and procedures.
- Maintained employee benefits programs and informed employees of benefits by studying and assessing benefit needs and trends.
- Met with HR leaders and C-level executives to discuss service plans and benefit options.
- Built successful referral network of company representatives, third-party administrators and benefits providers.
Altice Usa - Senior Retail Associate
Newton Falls, OH, 07/2012 - 06/2016
Newton Falls, OH, 07/2012 - 06/2016
- Trained employees with knowledge to serve customers and deliver exceptional experiences daily.
- Coached other employees in customer service strategies and successful selling techniques.
- Oversaw cashiers' drawers and payment processing to keep store finances accurate and prevent losses.
- Trained team on procedures and sales tactics to reach daily sales goals and promote superior guest experiences.
- Documented receipts, employee hours and inventory movements.
- Counted inventory, resolved discrepancies and completed paperwork to keep system accurate and current.
- Improved customer retention and loyalty by strengthening relationships.
- Increased sales by coaching employees on strategies for promoting and cross-selling items.
- Managed schedules, accepted time off requests and found coverage for shifts.
- Assisted with performance reviews to identify areas of improvement.
- Calculated pricing, applied discounts and collected payments to process transactions.
- Welcomed customers, offered to help locate items and suggested merchandise without being intrusive or pushy.
- Achieved key sales and service targets regularly.
Sprint - Retail Sales Consultant
City, STATE, 06/2014 - 12/2015
City, STATE, 06/2014 - 12/2015
- Engaged positively with each customer, providing professional and polite support for sales and service needs.
- Assessed conflicts and identified solutions for clients promptly.
- Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Utilized strong customer service skills to meet and exceed sales goals.
- Maintained current store, product and promotional knowledge to drive consistent sales.
- Managed deposits, financial transactions and business inventory.
- Processed payments and maintained accurate drawers to meet financial targets.
- Identified demand for service offerings through needs assessments.
- Worked with off-site locations to find desired items for customers.
- Helped customers by answering questions and locating merchandise.
- Monitored sales floor to identify customers in need of assistance and merchandise in need of replenishment.
- Completed all assigned training to stay updated on important policies and procedures.
- Adhered to all company initiatives and achieved established goals for each.
- Recruited, hired and trained new staff to develop with excellent product knowledge
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Resume Overview
School Attended
- Palm Beach Lakes High School
- Palm Beach State College
- Florida Atlantic University
Job Titles Held:
- Teller/Personal Banker
- Employee/Client/Benefits Specialist
- Senior Retail Associate
- Retail Sales Consultant
Degrees
- High School Diploma
- Associate of Arts
- BBA
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