universal banker resume example with 4+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols. Well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills.
Education and Training
DePaul UniversityChicago, ILExpected in ā āMaster of Science:Economics Data Analytics And Physics - GPA:
College of DuPageGlen Ellyn, ILExpected in 05/2021 ā āAssociate of Science: - GPA:
Hinsdale South High School Darien, Expected in 05/2015 ā āHigh School Diploma: - GPA:
Skills
Increasing Savings
Planning For Retirement
Managing Wealth
Funding Education
Stock Market Expertise
Developing Financial Plans
Advising on Investments
Mutual Funds Understanding
Administrative Support
Planning and Coordination
Account Closings
Relationship Selling
Retail Loss Prevention
Excellent Communication Skills
Listening Skills
B2B Sales and Customer Service
Retail Merchandising Expertise
Outgoing Personality
Reliable and Punctual
POS System Operation
Verbal/Written Communication
Product Sales
Community Relations
Team Building
Process Improvements
Customer Service-Oriented
Money Handling
Creative Thinking
Customer Care Experience
Inventory Control Procedures
Cash Handling Accuracy
Sales Expertise
Results Oriented
Negotiations
Computer Software and Application Knowledge
Data Analysis
45 WPM
Quick Books
Languages
English:
Native/ Bilingual
Negotiated:
Spanish:
Full Professional
Negotiated:
French:
Limited
Negotiated:
Japanese:
Limited
Negotiated:
Experience
M & F Bank - Universal Banker Raleigh, NC, 08/2020 - 01/2022
Traveled as needed to Evergreen Bank Groupās three branches.
Answered customers' questions and explained available services for personal and business accounts both in person and via telephone, while providing excellent customer service.
Compiled information about new accounts, entered account information into computers, and filed related forms or other documents.
Interviewed customers to obtain information needed for opening retail and business accounts.
Offered and sold financial products and services to consumer customers; open basic deposit accounts and prepare related documentation, including but not limited to: Checking, Savings, Money Market account, Certificates of Deposit.
Responsible for the expansion of existing customer relationships and the development of new business by proactively cross-selling a full range of products and services.
Followed up with prospects and current customers to promote new products and services and/or thank customers for existing business.
Maintained a detailed level of knowledge on retail products and services and a conversational knowledge of non-retail products (e.g., home equity loan or lines of credit, cash management, etc.)
Assisted in the verification of daily maintenance and new account review to ensure accuracy.
Investigate, correct and follow up on discovered errors upon customers' request.
Operated a teller window regularly including cashing checks and paying out money after verifying that signatures are correct, written and numerical amounts agree, and accounts have sufficient funds.
Examined checks for endorsements and verify information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
Received checks and cash for deposit, verified amounts, check accuracy of deposit slips, entered transactions into computers and issued computer-generated receipts.
Balanced currency, coin, and checks in cash drawers.
Received and count daily inventories of cash.
Prepared and verified cashier's checks.
Maintained customer lobby by periodically stocking waters and teas, straightening-up lounge area and making coffee.
Ensured operational integrity through compliance with all policies, procedures and regulations.
Apple Inc. - Genius Durham, NC, 04/2019 - 11/2019
Resolved customer issues in a clear, courteous and straight forward manner.
Demonstrated professionalism and courtesy with customers at all times.
Followed up with clients to ensure optimal customer satisfaction.
Worked closely with team members to meet or exceed all customer service requirements.
Resolved computer hardware and software, printing, installation, word processing email and operating systems issues.
Repaired and replaced hardware.
Ordered necessary supplies and parts to repair malfunctioning hardware.
Trained both internal and off-site users in repairing and resolving recurring issues.
People skills - being approachable, a good listener, and empathetic.
Ability to learn new products and features.
Educated customers about the brand to incite excitement about the company's mission and values.
Shared best practices for sales and customer services with other team members to help improve the store's efficiency
Fostered a positive work environment by consistently treating all employees and customers with respect and consideration.
Assisted in the trainings of new employees.
Provided effective demos and presentations in a variety of environments.
Wintrust Financial - Relationship Banker Virginia Beach, VA, 01/2016 - 04/2018
Addressed inquiries from clients and relationship management department team members.
Improved decision- making by using current data on market conditions and individual financial situations.
Modified, opened and closed customer accounts.
Advised customers on bank products, services and financial planning options.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
Attended local gathering and networking events as bank representative to establish community relations and generate potential customer leads.
Developed culture of success rewarding performance, productivity and sales results.
Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
Responded efficiently to customer queries and complaints to find solutions and diffuse tension.
Answered customers questions and explained available services such as accounts, bonds and securities.
Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Compiled information regarding new accounts and entered information into computers and file related forms.
Offered every customer exceptional service level by remaining friendly and professional during every transaction.
Maintained optimal financial controls by securing funds and making accurate transactions.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Verified amounts and integrity of every check or funds transfer.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Balanced daily cash deposits and vault inventory with zero error rate.
Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
Managed customer referrals to help financial service team members capitalize on sales changes.
Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
Adhered to financial services security and audit procedures.
Trained employees on cash drawer operation.
Recommended additional products, services and benefits to customers.
Managed opening and closing procedures for the main branch.
Received regional branch recognition award for outstanding customer service.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Processed all sales transactions accurately and promptly to prevent long customer wait times.
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