Universal Banker Resume Example
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UNIVERSAL BANKER
Summary
Veteran customer service professional offering over 6 years of experience and willingness to take on new challenges.
Versed in store operations, cash handling and team leadership.
Customer-oriented server with excellent interpersonal and communication skills.
Experienced Cashier with background in customer service and retail. Detail-oriented, friendly and hardworking.
Problem-solving professional trained in customer service methods and sales techniques.
Over 4 years of management experience .
Friendly, helpful person who is consistently prompt and willing to work a flexible schedule.
Skills
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Experience
Universal Banker
Bryn Mawr , PAFirstrust/Jan 2020 to Current
Bryn Mawr , PAFirstrust/Jan 2020 to Current
- Completed routine teller tasks with high accuracy, including transfers, deposits and bill payments.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Verified amounts and integrity of every check or funds transfer.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Developed asset protection strategies for clients.
- Built positive relationships with realtors to produce client referrals.
- Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Developed and oversaw events to bring in customers and promote products.
- Advised customers on bank products, services and financial planning options.
- Devised targeted solutions for various customers, including deposit, lending and investment services.
- Completed daily cash balancing, including the ATM.
- Reduced bank losses by setting successful risk management policies.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
- Developed culture of success rewarding performance, productivity and sales results.
- Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
- Put together and executed loan documents.
- Improved decision-making by using current data on market conditions and individual financial situations.
- Made continuous business adjustments to improve branch operations.
- Met with new clients and completed pre-qualification procedures.
- Modified, opened and closed customer accounts.
- Customized products and services to meet specific banking requirements.
Shift Supervisor
East Lyme , CTUnited Natural Foods Inc/Jun 2015 to Jan 2020
East Lyme , CTUnited Natural Foods Inc/Jun 2015 to Jan 2020
- Applied security, safety and loss prevention strategies during shifts.
- Worked with team members to improve performance and implement training updates.
- Helped store management meet standards of service and quality in daily operations.
- Completed store opening and closing procedures, including setting up registers and checking products.
- Responded to and resolved customer questions and concerns.
- Consistently kept kitchen areas clean and free of debris and water.
- Created and implemented an action plan to address cost control issues.
- Set up advertising signs and displays on shelves, counters and tables.
- Maintained stockroom and warehouse.
- Managed inventory, restocked supplies and placed orders.
- Placed truck orders.
- Pleasantly greeted guests and offered to take drink orders while they familiarized themselves with the menu.
- Over 4 years of management .
Shift Supervisor
East Providence , RIUnited Natural Foods Inc/Jul 2015 to Nov 2017
East Providence , RIUnited Natural Foods Inc/Jul 2015 to Nov 2017
- Completed store opening and closing procedures, including setting up registers and checking products.
- Responded to and resolved customer questions and concerns.
- Applied security, safety and loss prevention strategies during shifts.
- Worked with team members to improve performance and implement training updates.
- Helped store management meet standards of service and quality in daily operations.
- placed truck orders.
- Kept cases and shelves clean and well stocked.
- Maintained complete knowledge of restaurant menu, including daily specials.
Office Manager
Cedar Park , TXDavita/Feb 2014 to Jun 2015
Cedar Park , TXDavita/Feb 2014 to Jun 2015
- Prepared vendor invoices and processed incoming payments.
- Received, screened and routed incoming calls.
- Maintained computer and physical filing systems.
- Completed bi-weekly payroll for all employees.
- Handled all incoming business and client requests for information.
- Oversaw office inventory activities, including ordering and requisitions, stocking, and shipment receiving.
- Ordered all office supplies including ink cartridges, toner, and paper.
- Provided complete meeting support including preparing materials and taking notes.
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of office personnel and activities.
- Held oversight of office inventory activities, including ordering and requisitions, stocking and shipment receiving.
Education and Training
High School DiplomaEcot2015City
nursing : nursingLarock health academy 2020City
- Continuing education in nursing/ medical field.
- trained in vital signs, and CPR.
- Electrocardiography training.
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Resume Overview
School Attended
- Ecot
- Larock health academy
Job Titles Held:
- Universal Banker
- Shift Supervisor
- Office Manager
Degrees
- High School Diploma
nursing :
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