- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- H: (555) 432-1000
- C:
- resumesample@example.com
- Date of Birth:
- India:
- :
- single:
Team Player
Sales driven
Problem Solver | Self starter
Expert in customer service
Detail oriented |
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.
Diploma: College Prep, Expected in
-
Reading Senior High School - Reading, PA
GPA:
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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