Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Skills
Team Player
Sales driven
Problem Solver
Self starter
Expert in customer service
Detail oriented
Professional Summary
Banking professional with over 20 years of experience in customer sales and service. I am dedicated to meeting and exceeding all the goals I am given through cross selling products and services that best meets the clients needs. I am a team player who will always assist my co-workers with reaching their goals and completing their projects which will only benefit the entire team. I am extremely reliable and adaptable in any situation I am presented. My main goals is to make my work environment a pleasant and successful one.
Education
Diploma: College Prep, Expected in - Reading Senior High School - Reading, PA GPA:
Work History
Universal Banker, 09/2014 - Current Citizens – Bedford, TX,
Exceeded quarterly sales goals by [136]%.
Prepared, sorted and distributed sales and goal reports to appropriate branches.
Bolstered understanding of banking products and services by enrolling in available training classes and seminars offered to Financial Center Supervisors.
Identified sales opportunities and referred customers to branch partners in financial services.
Maintained balancing record with 100% rate of accuracy.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Coordinated daily cash reconciliation in high-volume location.
Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Processed quarterly vault and ATM audits with zero error rate.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted products or services to each customer to consistently achieve sales targets.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Created member account profiles on organization's online banking program.
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Retail Personal Banker, 03/2012 - 08/2014 Comerica – The Woodlands, TX,
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
Researched rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
Cultivated and strengthened relationships with new clients through executing thorough onboarding process.
Followed quality standards and procedures to minimize errors and maximize customer satisfaction.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Partnered with cross-functional teams to conduct thorough discovery and due diligence on existing processes.
Improved quality processes for increased efficiency and effectiveness.
Managed and archived quality documentation and participated in internal and external quality audits.
Investigated and resolved customer complaints to foster satisfaction.
Full Time Teller, 08/2010 - 02/2012 Fulton Financial Corporation – Lakewood, NJ,
Rapidly and efficiently prepared customer and ATM cash and change orders.
Promoted products or services to each customer to consistently achieve sales targets.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Checked amount details and fraud markers for transaction papers such as checks and money orders.
Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
Processed quarterly vault and ATM audits with zero error rate.
Coordinated daily cash reconciliation in high-volume location.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Maintained balancing record with 100% rate of accuracy.
Senior Teller, 09/1999 - 06/2010 Oregon Community Credit Union – Keizer, OR,
Checked amount details and fraud markers for transaction papers such as checks and money orders.
Promoted products or services to each customer to consistently achieve sales targets.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Upheld strict financial controls by keeping funds secure and accurately transferring monies.
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