Universal Banker Resume Example
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UNIVERSAL BANKER
Professional Summary
Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals.
Skills
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Work History
Universal Banker, 07/2015 to Current
Firstrust – Philadelphia , PA
Firstrust – Philadelphia , PA
- I have good understanding of the bank products/services and the customer's current relationship, and I offer more information on bank products and services that can benefit the customer and enhance their banking relationship.
- I evaluate the needs of potential customers and offers appropriate financial products and services.
- I prepare new customer information to open new accounts and provide ongoing relationship servicing with current customers to maintain goodwill and gain additional business.
- I meet and exceed my monthly sales goals.
- I generate referrals to bank partners to help benefit the customer's needs.
Teller, 11/2014 to Current
Fort Knox Federal Credit Union – Brandenburg , KY
Fort Knox Federal Credit Union – Brandenburg , KY
- I processed customer deposits, withdrawals, and payments while supporting the bank sales team by identifying customer needs and then promoting current offers to them.
- I controlled and monitored he levels of cash in the teller drawer and following all check cashing and cash handling procedures.
- I adhered to all bank security, audit, and compliance requirements.
- I maintained cash availability and accounting of Automated Teller Machine (ATM) on a daily basis. (I still balance the ATM weekly as a universal banker)
- Accomplishments
Customer Service Supervisor, 12/2011 to 03/2015
Fresh Express – Streamwood
Fresh Express – Streamwood
- I trained new employees
- I created weekly schedule for cashiers (15-20 associates)
- I interviewed potentially new employees
- I performed daily safe counts and audits
- I prepared daily reports
Education
In progress: Business Administration and human resources, 2017
Southern Illinois University - City, State
Southern Illinois University - City, State
High School Diploma: 2011
Bismarck Henning High School - City, State
Bismarck Henning High School - City, State
Notary Public -
Interests
Certifications
- NMLS License
- Notary Public
Additional Information
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Resume Overview
School Attended
- Southern Illinois University
- Bismarck Henning High School
- Notary Public
Job Titles Held:
- Universal Banker
- Teller
- Customer Service Supervisor
Degrees
- In progress : Business Administration and human resources , 2017
High School Diploma : 2011
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