universal banker resume example with 6+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.

  • Consumer banking
  • Borrower interviewing
  • Revenue Generation
  • Giving presentations
  • Investment Management
  • Audit Support
  • Cross-selling expertise
  • Escrow management
  • Attaining quotas
  • Strategic planning
  • Developing customer relationships
  • Taxation understanding
  • Loan approvals
  • Opening and closing procedures
  • Self-motivated nature
  • High net worth individuals
  • Business Development
  • Educating clients
  • Small business operations
Pulaski Technical College North Little Rock, AR Expected in 12/2019 Associate of Arts : Public Administration - GPA :
Work History
Spire Credit Unioin - Universal Banker
Falcon Heights, MN, 02/2021 - Current
  • Evaluated client financial positions and identified most appropriate banking products.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Generated reports and analysis of customer data to identify trends and potential business opportunities.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Developed and implemented strategies to reduce risk and increase profitability.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
First Midwest Bank - Bank Teller
Davenport, IA, 11/2019 - 12/2020
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
First Bank And Trust - Associate Banker
Ohio, IL, 07/2017 - 05/2019
  • Evaluated client financial positions and identified most appropriate banking products.
  • Opened, closed, and updated accounts for customers.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Provided advice on different bank products and financial options.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Processed customer applications and approved loans in accordance with bank policy.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
Five Below, Inc. - Sales Associate
Saint Paul, MN, 04/2016 - 05/2017
  • Solved customer challenges by offering relevant products and services.
  • Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Engaged with customers to build rapport and loyalty.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Educated clients on current promotional offerings and products using persuasive selling tactics.

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Resume Overview

School Attended

  • Pulaski Technical College

Job Titles Held:

  • Universal Banker
  • Bank Teller
  • Associate Banker
  • Sales Associate


  • Associate of Arts

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