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universal banker resume example with 12+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Summary

Organized and detail-oriented customer service representative with over twelve years of cash handling and customer service experience. Proven expertise in general accounting and finance concepts. Astute Teller adept at providing well-rounded customer service with strong communication skills, sales experience and deep knowledge of banking industry.

Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments. Consistently positive and friendly Teller committed to reaching business goals.

Intelligent professional with expertise in customer service, banking, and organizational talents. Driven and committed to delivering high level of service and continuous engagement to customers from all walks of life. Seeking new opportunities within government organization.

Skills
  • Teller procedures
  • Teller background
  • Teller training
  • Teller training
  • Supervising team
  • Cash dispenser operation
  • Currency and coin counter
  • Debt and credit management
  • Exceptional customer service
  • Excellent communication skills
  • Strong sense of banking ethics
  • Bilingual in POLISH
  • Research/due diligence
  • Problem solving
  • Flexible
  • Analytical
  • Strong work ethic
  • Detail-oriented
  • Team player
  • Organized
  • Approachable
  • Reliable
  • Energetic
  • Friendly
Experience
12/2019 to Current
UNIVERSAL BANKER Harborone Bancorp, Inc. Providence, RI,
  • Established new accounts and created memberships, resulting in increased loans and earnings for credit union.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Warmly welcomed customers and offered pleasant service during entire transaction, which improved satisfaction ratings by 100%.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Assessed reports each month and generated notification letters to delinquent account holders.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • 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.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
12/2013 to 12/2019
Retail Personal Banker Comerica Beverly Hills, CA,
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Verified amounts and integrity of every check or funds transfer.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Entered transactions into computer and issued customer receipts.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Explained bank services, financial products and applicable fees to customers.
  • Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
  • Processed new accounts, including checking and savings accounts credit applications.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Prepared official checks for customer and internal bank needs.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Recommended bank products and services to current and prospective customers.
  • Acquired and maintained knowledge of emerging technologies, including customer virtual interactions.
  • Opened new customer accounts, including checking, savings and lines of credit.
  • Reconciled cash and checks against computer records at end of shift.
  • Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
  • Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
01/2009 to 12/2013
RETAIL BANKER Glacier Bancorp Ammon, ID,
recyclers
  • Supplied tellers with coin and currency as needed.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Verified amounts and integrity of every check or funds transfer.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Managed customer referrals to help financial services team members capitalize on sales changes.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Scheduled staffing for multiple branch locations.
Education and Training
Expected in 05/2009 to to
Bachelor of Science: ORGANIZATIONAL LEADERSHIP
Anderson University - Anderson, IN
GPA:
Accomplishments

Graduated TOP OF THE CLASS ANDERSON UNIVERSITY 2009

NOTARY PUBLIC

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Resume Overview

School Attended

  • Anderson University

Job Titles Held:

  • UNIVERSAL BANKER
  • Retail Personal Banker
  • RETAIL BANKER

Degrees

  • Bachelor of Science

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