universal banker resume example with 9+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

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.

  • Salesforce profecient
  • Client Management
  • Presentations/Slideshows
  • Retention strategies
  • Tailoring products
  • Team building
  • Inbound customer calls
  • Assessing fraud potential
  • Analyzing data
  • Qualifying customers
  • Creative thinking
  • Follow-up skills
  • Social skills development
  • Web: HTML & CSS
Universal Banker, 10/2014 - Current
Umpqua Bank Corp Valley Springs, CA,
  • Investors bank Executed in obtaining business customers within the community, cross-sell bank products and additional services (accounts, loans, and investments) to existing customer base, provide the highest level of excellence in customer service, and exemplify the qualities of an impactful team-collaborator while upholding the laws and regulations of the banking industry.
  • Exceeded sales goals for accounts and mortgage loans with over 100%.
  • Opened and established customer base for two separate locations (North Brunswick & New Brunswick).
  • Over $3,000,000 referred in investments over the span of my career.
  • 100% in customer service surveys.
  • Mentored and trained over 15 team members.
  • Headed and presented financial literacy courses for local businesses and non-profit organizations.
  • Arranged 10 local events to drive business for the bank.
  • Engaged with well over 500 prospects to communicate the products and service of the bank.
  • Assisted with planning/preparation of budgets.
  • Upheld the regulations and laws of BSA and US PATRIOT ACT to defend the bank against money laundering.
  • Valid NMLS License#: 1915891.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Met with new clients and completed pre-qualification procedures.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Advised customers on bank products, services and financial planning options.
  • Generated leads with Sales Force and developed sales funnels.
  • 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.
  • Helped customers understand and use technical tools such as mobile applications and online banking.
  • Coached staff on policies, procedures and performance strategies.
  • Assessed employee performance and issued assessment notices.
  • Consistently complied with company policies and government regulations.
  • Generated daily reports to comply with Bank Secrecy Acts.
  • Managed branch files per recordkeeping and compliance requirements.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Recognized by management for providing exceptional customer service.
  • Improved customer satisfaction by finding creative solutions to problems.
  • Monitored employee performance and conducted retraining to correct problems and optimize productivity.
Enrichment Teacher, 09/2018 - 06/2019
New York Kids Club Queens, NY,
  • Developed Individual Education Programs (IEP) to establish student outcome goals and define educational strategies; leveraged developmental practices and educational theories to achieve educational objectives through music.
  • Conducted small group and individual classroom activities with students based on differentiated learning needs.
  • Led instruction resource services at elementary level in Math and Reading.
  • Organized and prepared instructional materials, communiqués, and reports.
  • Fostered relationships with students to increase engagement.
  • Enhanced lessons using Smart Board technology and computers.
  • Worked with average of 12 students per class.
  • Transitioned sixth-graders into middle school setting and eighth-graders into high school setting successfully.
Bank Teller, 09/2011 - 10/2014
Cit Group Elizabeth City, NC,
  • Created an initiative to target colleges throughout the entirety of New Jersey to open new accounts for the students on campus.
  • Identified fraudulent activity to prevent potential loss.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
  • Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Education and Training
: Communications, Expected in
Middlesex County College - Edison, NJ,
Status -
: Communications (Radio & TV), Expected in
Kean University - Union, NJ
Status -

communications, Kean university Studied two years

  • Dean's List Honoree Spring Semester 2011
  • Completed professional development in Theatre.
  • Completed continuing education in Communications.
High School Diploma: , Expected in 06/2010
Franklin High School - Somerset, NJ
Status -
Websites, Portfolios, Profiles

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Resume Overview

School Attended

  • Middlesex County College
  • Kean University
  • Franklin High School

Job Titles Held:

  • Universal Banker
  • Enrichment Teacher
  • Bank Teller


  • Some College (No Degree)
  • Some College (No Degree)
  • High School Diploma

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