LiveCareer-Resume

universal banker resume example with 3+ years of experience

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

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. In my current position at BankSouth I have brought in close to 1m new money deposits from customers that I brought in within 6 months.

Skills
  • Products and Services Knowledge
  • Regulatory Compliance
  • Cross-Selling and Partner Referrals
  • Verbal and Written Communication
  • Prospect Calling
  • Relationship Building
  • CRM Systems
  • New Account Setup
  • Bank Sales
  • Financial Institution Regulations
  • Product Promotion
  • Honest and Ethical
  • Task Prioritization
  • Attention to Detail
Experience
Universal Banker, 07/2022 to Current
Synovus Financial Corp.Athens, AL,
  • 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.
  • Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
  • Advised customers on bank products, services and financial planning options.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Modified, opened and closed customer accounts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
  • Researched account information regarding loans and deposits.
  • Assisted customers by answering banking questions and recommending solutions.
  • Determined whether members met eligibility requirements for new services.
  • Tracked payments, account updates and customer interactions.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Universal Banker, 06/2021 to 07/2022
Synovus Financial Corp.Bonita Springs, FL,
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Completed routine transfers, deposits and bill payments.
  • 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.
  • 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.
  • Advised customers on bank products, services and financial planning options.
  • 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.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Met with new clients and completed pre-qualification procedures.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
Community Branch Banker, 04/2020 to 05/2021
Teachers Federal Credit UnionManorville, NY,
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Contact prospective clients to present information and explain available services.
  • Prepare forms or agreements to complete sales.
  • Resolve problems or discrepancies concerning customers' accounts.
  • Identify transaction mistakes when debits and credits do not balance.
  • Monitor bank vaults to ensure cash balances are correct.
  • Loan exception clearing.
  • Support team sales process by making client calls, checking for client offers, and identifying client needs or opportunities fulfilling the need or referring the client to the appropriate branch team members or specialist.
  • Serve as secondary (back-up) contact for new account openings and problem resolution, cross-selling applicable products and services to clients and prospects.
Teller, 06/2019 to 03/2020
Wells FargoCity, STATE,
  • Directed specific questions to appropriate branch personnel.
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  • Prepare and verify cashier's checks.
  • Identify transaction mistakes when debits and credits do not balance.
  • Resolve problems or discrepancies concerning customers' accounts.
  • Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
  • Explain, promote, or sell products or services such as traveler's checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
  • Count, verify, and post armoured car deposits.
  • Monitor bank vaults to ensure cash balances are correct.
  • Quote unit exchange rates, following daily international rate sheets or computer displays.
Education and Training
Bachelor of Science: Statistics, Expected in 04/2014
St. Xavier's College - Ahmedabad, INDIA,
GPA:

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Resume Overview

School Attended

  • St. Xavier's College

Job Titles Held:

  • Universal Banker
  • Universal Banker
  • Community Branch Banker
  • Teller

Degrees

  • Bachelor of Science

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