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universal banker resume example with 13+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Financial services professional proficient in checking, savings and investment fund accounts and transactions. Assists customers in setting up new services, moving funds and meeting any banking need. Excellent verbal and written communication skills combined with open and upbeat nature.

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.

Skills
  • Commercial servicing
  • Qualifying customers
  • Closing procedures
  • Money handling
  • Employee motivation
  • Operations understanding
  • Tailoring products
  • Opening accounts
  • Creative thinking
  • Cash ordering
  • Money auditing
  • Teller background
  • Customer service-oriented
  • Inbound customer calls
  • Account closings
Experience
08/2018 to 06/2021 Universal Banker Citizens | Centre Hall, PA,
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Completed routine teller tasks with high accuracy, including transfers, deposits and bill payments.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • 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.
  • Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Verified amounts and integrity of every check or funds transfer.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Counted as much as $[Amount] in daily funds with manual and machine-assisted methods.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
07/2016 to 07/2018 Patient Service Representative Providence Health & Services | Milwaukie, OR,
  • Answered patient questions and fielded complaints to resolve issues.
  • Accessed patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
  • Coordinated with patients and healthcare professionals to meet patient needs.
  • Scheduled and confirmed patient appointments with patients and healthcare professionals.
  • Supported hospital and clinic operations using customer service skills and detailed system knowledge.
  • Documented and managed patient information in computer system.
  • Ran credit card batches and balanced deposits on daily basis.
  • Checked daily doctor schedules and verified insurance.
  • Scheduled patient appointment and procedures.
  • Answered over [Number] telephone calls per day to schedule appointments and answer patient questions.
  • Balanced and reconciled cash drawer daily to maintain department's financial accuracy.
  • Coordinated billing activities on behalf of [Number]+ providers, including coordinating insurance authorizations, collecting co-payments and resolving discrepancies.
02/1994 to 07/2002 Universal Banker Citizens | Chandler, AZ,
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Documented conversations with customers to track requests, problems and solutions.
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Completed routine teller tasks with high accuracy, including transfers, deposits and bill payments.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • 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.
  • Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
  • Advised customers on bank products, services and financial planning options.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Modified, opened and closed customer accounts.
  • Completed daily cash balancing, including ATM.
  • Verified amounts and integrity of every check or funds transfer.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Counted as much as $[Amount] in daily funds with manual and machine-assisted methods.
  • Set up new and regularly serviced existing accounts to bring in maximum revenue.
  • Customized products and services to meet specific banking requirements.
Education and Training
Expected in 05/1990 to to High School Diploma | Camden Central High School, Camden, TN GPA:

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Resume Overview

School Attended

  • Camden Central High School

Job Titles Held:

  • Universal Banker
  • Patient Service Representative
  • Universal Banker

Degrees

  • High School Diploma

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