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Universal Banker II Resume Example

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UNIVERSAL BANKER II
Professional Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Familiar with diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.

Skills
  • Consumer banking
  • Building customized solutions
  • Best practices
  • Account openings
  • Opening and closing procedures
  • ATM balancing
  • Money transfers
  • Cash Handling
  • Professional demeanor
  • Teller experience
  • Educating clients
  • Reviewing documents
  • Customer Relationship Management
  • Self-motivated nature
  • Developing customer relationships
  • Due diligence
  • Daily ledgers
Work History
Universal Banker IIMechanics Bank – Napa, CA
  • Maintained balancing record with 100 % rate of accuracy.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • 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.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Opened accounts with cross-sale ratio of 4 products opened.
  • Coordinated daily cash reconciliation in high-volume location.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Advised clients on mortgage, education and personal loans.
  • Sold cashier's checks, traveler's checks and money orders.
  • Maintained friendly and professional customer interactions.
  • Collected member loan payments.
  • Maintained teller drawer to perform bank transactions.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Presented new and additional products and services to existing customers.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Senior TellerRabobak NA – Napa, CA
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Maintained, organized and stocked teller window areas.
  • Performed general teller duties, including handling drive thru line, handling cash, balancing cash drawers, performing loan payments, issuing cashier's checks and money orders, checking account information and handling indoor line.
  • Answered phone and email inquiries on banking products.
  • Handled foreign currency and performed currency transaction reports.
  • Coached and trained many of new bank tellers.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
TellerNapa Community Bank – Napa, CA
  • Maintained balancing record with 100 % rate of accuracy.
  • Organized and removed online banking files no longer in use.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • 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.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Coordinated daily cash reconciliation in high-volume location.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Advised clients on mortgage, education and personal loans.
  • Sold cashier's checks, traveler's checks and money orders.
Education
Universal Banker | Mechanics Bank- Napa, Ca
New Accounts Representative | Rabobank NA | Napa, Ca
Bank Teller | Napa Community Bank- Napa, CA
High School Diploma: General Studies1994Vintage High School- Napa, CA
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Resume Overview

Companies Worked For:

  • Mechanics Bank
  • Rabobak NA
  • Napa Community Bank

School Attended

  • Universal Banker | Mechanics Bank
  • Bank Teller | Napa Community Bank
  • Vintage High School

Job Titles Held:

  • Universal Banker II
  • Senior Teller
  • Teller

Degrees

  • High School Diploma : General Studies 1994

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