universal banker resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :

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. Experienced Bank Executive specializing in business development, program management and team building. Thrive in demanding environments with aggressive operational and revenue objectives. Committed to developing leaders from inside the company. Successful at building and implementing small business banking solutions. Proficient in diverse products and adept at servicing accounts, obtaining referrals and planning events to increase business. Good recordkeeping skills with an in-depth understanding of compliance requirements. 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.

  • Persuasive communication style
  • Creative thinking
  • Experience management
  • Project Management
  • Promoting products
  • Quality control
  • Risk management policies
  • Negotiating terms
  • Qualifying customers
  • Generating referrals
  • Money auditing
  • Commercial servicing
  • Business structure planning
  • Cash ordering
  • Real estate lending processes
  • Comparing products
  • Employee motivation
  • Money handling
  • Assessing fraud potential
  • Business development
  • Staff management
  • Closing procedures
  • Teller background
  • Follow-up skills
  • Customer service-oriented
  • Analyzing data
  • Trust funding
  • Video instruction
  • Organizational skills
  • Customer financing
  • Financial budgeting
  • Microsoft Office
Universal Banker, 08/2020 to 12/2022
Spire Credit UnioinFalcon Heights, MN,
  • Reconciled cash and checks against computer records at end of shift.
  • Advised customers on bank products, services and financial planning options.
  • Researched and resolved open items and deposit issues.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Modified, opened and closed customer accounts.
  • Completed daily cash balancing and operated ATMs.
  • Verified amounts and integrity of every check or funds transfer.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Tracked payments, account updates and customer interactions.
  • Helped customers understand and use mobile applications and online banking.
Waitress, 06/2018 to 08/2021
Monarch Casino Black HawkBlack Hawk, CO,
  • Maintained accuracy while handling payments, giving change and printing receipts for customers.
  • Greeted customers, answered questions and recommended specials to increase profits.
  • Communicated with kitchen staff to stay updated on item availability and customer wait times.
  • Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
  • Rolled silverware and set up food stations and dining areas to prepare for next shift or large parties.
  • Prepared salads, appetizers and garnishes to assist kitchen staff.
  • Arranged place settings with clean tablecloths, napkins and tableware to prepare for incoming guests.
  • Presented food and beverages to guests at tables.
  • Monitored inventory to provide needed supplies to servers and bartenders.
  • Monitored dining rooms for safety and customer needs.
CSR, 08/2019 to 08/2020
Sonepar UsaRipon, CA,
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Assisted customers with making payments or establishing payment plans to bring accounts current.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Cashier, 01/2017 to 01/2019
Denair Unified School DistrictDenair, CA,
  • Collected payments and provided accurate change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Helped customers find specific products, answered questions and offered product advice.
  • Worked closely with front-end staff to assist customers.
  • Delivered high level of customer service to patrons using active listening and engagement skills.
  • Answered product questions with up-to-date knowledge of sales and store promotions.
Education and Training
Pharmacy Technician: , Expected in 05/2018 to Central Louisiana Technical Community College - Alexandria - Ferriday, LA,
High School Diploma: , Expected in 05/2015 to Monterey High School - Monterey, LA,
  • TWIC Card - Expires 2027 Dec. 09
  • OSHA 10 - Jan. 2023
  • 12 Basic Plus - Expires 2024 Jan.
  • Welcome to Millwright - Jan. 2023

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Resume Overview

School Attended

  • Central Louisiana Technical Community College - Alexandria
  • Monterey High School

Job Titles Held:

  • Universal Banker
  • Waitress
  • CSR
  • Cashier


  • Pharmacy Technician
  • High School Diploma

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