universal banker resume example with 16+ years of experience
Knowledgeable Universal Banker equipped to handle fast-paced banking work. Serves customers with expertise in business and personal banking. Highly proficient in handling teller work, setting up accounts and selling bank products. Versatile Teller knowledgeable about checking, savings and investment fund accounts and transactions. Skilled in assisting customers with accounts, transfers and banking product needs. Brings excellent communication skills combined with open and upbeat nature. 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. Motivated high school student with a track record of academic excellence looking for part-time work. Intends to develop professional work experience utilizing excellent communication and time management skills. Recent graduate with excellent research, technical and problem-solving skills. Detail-oriented and able to learn new concepts quickly. Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Accuracy-focused banking professional experienced in cash handling, transaction management and fraud prevention. Promotes bank products and services to drive revenue and customer loyalty. Persuasive communicator analytical in solving customers' problems. Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets. Dedicated banking professional 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.
Community Relations
- Analytical Thinking
- Relationship Building
- Money Handling
- Cash Handling
- Closing Procedures
- Cash Distribution
- Check Cashing and Withdrawals
- Team Collaboration
- Customer Service
Perth Amboy, NJ, 05/2020 - Current
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Completed routine transfers, deposits and bill payments.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Helped customers understand and use mobile applications and online banking.
- Assisted customers by answering banking questions and recommending solutions.
- Completed daily cash balancing and operated ATMs.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Researched account information regarding loans and deposits.
- Tracked payments, account updates and customer interactions.
- Verified amounts and integrity of every check or funds transfer.
- Researched and resolved open items and deposit issues.
- Reconciled cash and checks against computer records at end of shift.
- Processed general ledger tickets for expenses and fee income.
- Devised targeted solutions for various customers and offered deposit, lending and investment services.
- Put together and executed loan documents.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Customized products and services to meet specific banking requirements.
- Determined whether members met eligibility requirements for new services.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Met with new clients and completed pre-qualification procedures.
- Built positive relationships with realtors to produce client referrals.
- Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
- Developed and oversaw events to bring in customers and promote products.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Achieved or exceeded personal sales goals on consistent basis.
- Reviewed business packages and offered expert advice.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Set up new and regularly serviced existing accounts to bring in maximum revenue.
- Developed asset protection strategies for clients.
New Bedford, MA, 05/2017 - 06/2020
- Scheduled and confirmed appointments.
- Answered and directed incoming calls using multi-line telephone system.
- Served visitors by greeting, welcoming and directing to appropriate personnel.
- Updated and recorded customer or client information to maintain accounts.
- Processed payments and updated accounts to reflect balance changes.
- Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
- Sorted incoming mail and directed to correct personnel each day.
- Scheduled and confirmed appointments and meetings for management team.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
- Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar and spelling.
- Reported suspicious individuals to supervisor.
- Supervised setup of conference rooms for meetings and office events in common areas.
- Handled conference room scheduling, collaborating with meeting organizers on logistics and catering.
- Served as company concierge to employees requiring assistance help with travel arrangements.
- Greeted customers, answered general questions and directed to appropriate locations.
- Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
- Greeted visitors entering establishment to determine nature and purpose of visit.
- Scheduled appointments and maintained and updated appointment calendars.
- Monitored reception area to provide consistently safe, hazard-free environment for customers.
- Protected clients' rights by maintaining confidentiality of personal and financial information.
- Maintained business office inventory and equipment by checking stock for needed supplies.
- Maintained client accounts by obtaining, recording and updating personal and financial information.
- Operated telephone switchboard to answer, screen and forward calls to appropriate personnel.
- Supplied callers with office address and directions, employee email addresses and phone extensions.
- Transmitted information or documents to customers through email, mailings or facsimile machine.
- Investigated and analyzed client complaints to identify and resolve issues.
- Coordinated pick-up and delivery of express mail services.
- Sorted invoices for accounting department by date stamping and filing by vendor code.
- Composed and prepared routine correspondence, letters and reports with job-related software.
- Scheduled space or equipment for special programs, meetings and conferences.
- Collated, bound and stored computer-generated reports.
- Used company badging system to create badges for new employees and visitors.
- Coordinated company events with venues and advised staff of pertinent details.
- Transcribed tapes and notes from meetings into prescribed formats.
- Maintained daily calendars, set appointments with clients and planned daily office events.
Provo, UT, 09/2013 - 03/2018
- Managed daily cash intake by counting out registers and tabulating profits.
- Helped employees accomplish tasks during peak periods.
- Communicated with other shift managers to facilitate continuum of customer service.
- Coached employees on interactions with customers to drive exceptional service.
- Upheld company standards and compliance requirements for operations.
- Directed and led employees and team members on effective operations, methods and procedures.
- Positioned skilled staff in key areas throughout shift to optimize department productivity.
- Reported employee behavioral issues, losses and customer complaints to upper-level management.
- Coordinated shift workers for inventory receiving, auditing and restocking.
- Documented receipts, employee hours and inventory movement.
- Reinforced rules to promote superior employee performance.
- Taught staff upselling techniques to meet revenue targets.
- Enhanced operations and boosted productivity through employee training, coaching and assignments.
- Managed schedules, accepted time off requests and maintained coverage for shifts.
- Reviewed financial statements to meet targets during shift.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Delegated work to staff, setting priorities and goals.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Recruited and trained new employees to meet job requirements.
- Reviewed completed work to verify consistency, quality and conformance.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Assigned work and monitored performance of project personnel.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Analyzed business performance data and forecasted business results for upper management.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Produced thorough, accurate and timely reports of project activities.
- Proposed or approved modifications to project plans.
- Created and managed budgets for travel, training and teambuilding activities.
Neosho, MO, 03/2007 - 09/2013
- Completed opening and closing duties to facilitate business operations.
- Assisted upper management with daily operations to meet standards of service and quality.
- Resolved customer complaints and reported issues to senior management.
- Collaborated with team members to improve performance and implement training updates.
- Coordinated shift workers for inventory receiving, auditing and restocking.
- Patrolled work areas to inspect operations, identify concerns and implement corrective actions.
- Planned and managed resources to consistently meet production, quality and cost goals.
- Reinforced rules to promote superior employee performance.
- Taught staff upselling techniques to meet revenue targets.
- Assessed operations and adjusted scheduling to maximize productivity.
- Evaluated and performed equipment maintenance to support operational goals.
- Monitored security and enforced loss prevention strategies during shift.
- Recruited, hired and mentored new team members, working closely with human resources department.
- Launched cost-reduction initiative across departments.
- Identified inefficiencies in production process and used lean manufacturing methodologies.
- Supervised and led employees to maintain productivity and customer service levels.
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
- Handled escalated customer concerns and emergencies in absence of manager or supervisor.
- Delegated tasks to employees and monitored activities and task completion.
- Checked orders for quality and completeness.
- Mentored and coached staff by giving employees suggestions and feedback to improve job performance.
- Complied with company safety procedures, policies and regulations to promote safe working environment.
- Upheld company standards and compliance requirements for operations.
- Positioned skilled staff in key areas throughout shift to optimize department productivity.
- Assisted general manager with operations game plan and company initiatives implementation.
- Evaluated employee performance, delivering individualized feedback and praise.
- Assessed reports and adjusted workflows to realign with targets.
- Reviewed operational records and reports to project sales and determine profitability.
- Coached team members to increase productivity and reduce workplace accidents.
- Managed daily workflow and scheduled staff for adequate coverage.
- Educated customers about offerings, promotions and pricing to boost sales.
- Cultivated performance-based and collaborative culture by recognizing achievements and excellent teamwork.
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Resume Overview
School Attended
- Springbrook High School
Job Titles Held:
- Universal Banker
- Receptionist
- Shift Manager
- Shift Supervisor
Degrees
- High School Diploma
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