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Universal Banker Resume Example

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

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
  • Customer service-oriented
  • Community relations
  • Business development
  • Project Management
  • Risk management policies
  • Closing procedures
  • Security understanding
  • Employee motivation
  • Financial processes understanding
  • Recordkeeping requirements
  • Quality control
  • Qualifying customers
  • Comparing products
  • Follow-up skills
  • Commercial servicing
  • Generating referrals
  • De-escalating conflicts
  • Creative thinking
  • Account closings
  • Persuasive communication style
  • Correcting improper trades
  • Loss prevention
  • Opening accounts
  • Cash ordering
  • Experience management
  • Federal lending guidelines
  • Money handling
  • Money auditing
  • Operations understanding
  • Teller background
  • Account audits
  • Resourcefulness
  • Promoting products
Experience
Universal Banker, 05/2016 to 02/2021
CitizensBeaumont, VA,
  • Completed routine teller tasks with high accuracy, including transfers, deposits and bill payments.
  • 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.
  • Helped customers understand and use technical tools such as mobile applications and online banking.
  • 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.
  • 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.
  • Devised targeted solutions for various customers, including deposit, lending and investment services.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Completed daily cash balancing.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Teller, 08/2015 to 04/2016
Boeing Employees Credit UnionWA, State,
  • Entered member transaction data into online banking software.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Managed opening and closing times for main branch.
  • Adhered to financial services security and audit procedures.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Processed cash withdrawals.
  • Maintained confidentiality of bank records and client information.
  • Acted as pivotal point of contact between bank branches regarding guidelines and practices.
  • Assessed daily reports and generated notification letters to delinquent account holders.
  • Directed specific questions to appropriate branch personnel.
  • Processed treasury, tax and loan payments.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Verified amounts and integrity of every check or funds transfer.
Supervisor, 06/2010 to 06/2015
John DeereOlathe, KS,
  • Established and enforced clear goals to keep employees working collaboratively.
  • Complied with company policies, objectives and communication goals.
  • Realigned workflows with changing business demands by evaluating processes and employee strengths.
  • Promoted employee safety awareness based on understanding of regulatory mandates and organizational best practices.
  • Transformed work area by increasing production, reducing turnover, eliminating waste and enhancing quality.
  • Monitored equipment, checked supplies and coordinated manpower to meet expected demand.
  • Developed position rotation to support continuous improvement and operator development.
  • Coordinated with internal departments to maximize operational efficiency across production and administrative areas.
  • Resolved customer complaints and adjusted policies to meet changing needs.
  • Interviewed applicants, recommended individuals for hiring and evaluated staff performance.
  • Conveyed project information consistently and quickly to resolve issues and deliver constructive feedback.
  • Performed scheduled and surprise inspections of worksites to gauge technician skill and performance in field.
  • Performed minor equipment repairs to keep jobs on task and notified maintenance department of major machinery failures.
  • Established and maintained operating schedules to provide effective coverage for key areas and achieve objectives.
  • Identified and corrected performance and personnel issues to reduce impact to business operations.
  • Inspected incoming supplies to conform with materials specifications and quality standards.
Education and Training
High School Diploma: , Expected in 05/2010
East Aurora High School - Aurora, IL,
GPA:
Additional Information

Spanish speaker

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87Good

Resume Strength

  • Formatting
  • Measurable Results
  • Personalization
  • Strong Summary
  • Target Job
  • Typos
  • Word Choice

Resume Overview

School Attended
  • East Aurora High School
Job Titles Held:
  • Universal Banker
  • Teller
  • Supervisor
Degrees
  • High School Diploma

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