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universal banker ii resume example with 4+ 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

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.

Assists customers in setting up new services, moving funds and meeting any banking need. Excellent verbal and written communication skills combined with open and upbeat nature.

Very 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.

Successful at building and implementing business solutions. Proficient in diverse products and adept at servicing accounts, obtaining referrals and planning events to increase business. Good recordkeeping skills with an in-depth understanding of compliance requirements.

Well-versed in developing long-lasting and productive relationships with customers. Skilled at reviewing accounts and packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills.

Skills
  • Quality Management
  • Time Management
  • Inventory Control
  • Organizational Skills
  • Project Management
  • Supervising Experience
  • Sales Experience
  • Customer Service
  • Cash Handling
  • Business Development
  • Banking
  • Upselling
  • Management
  • Merchandising
  • Interviewing
  • Assessments
  • Receptionist — Proficient
  • August 2019
  • Accuracy — Familiar
  • August 2019
  • Measures a candidate's ability to accurately input data and effectively manage databases.
  • Full results: Familiar
  • Cashier skills — Expert
  • June 2021
  • Counting cash, processing transactions, following written procedures, and attending to details
  • Full results: Expert
  • Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued
  • Development in any professional field.
  • Attention to detail, Credit, Inventory Control, Project Management, Scanning
  • Banking, Clientele, Leadership, Quality Management, Scheduling
  • Basic, Customer Service, Managerial, Read, Supervising
  • Business Development, Data entry, Merchandising, Receptionist, Telemarketing
  • Cash Handling, Database, Microsoft Office, Retail Management, Telephone
  • Cashier, Databases, Office, Sales, Time Management
  • Closing, Financial, Organizational Skills, Sales Experience, Written
  • Teller background
  • Closing procedures
  • De-escalating conflicts
  • Operations understanding
  • Account closings
  • Security understanding
  • Prospecting abilities
  • Risk management policies
  • Correcting improper trades
  • Opening accounts
  • Proficient in Microsoft Programs
  • Cash ordering
  • Money auditing
  • Money handling
  • Follow-up skills
Experience
Universal Banker II, 05/2020 to Current
Peoples Bancorp Inc.Springboro, OH,
  • Open accounts for new customers and prepare new account paperwork, applications and request the required identification.
  • Identify the needs of new and existing customers and offer appropriate services currently available.
  • Provide additional information to customers regarding promotions, contests and new account options.
  • Promote and upsell credit cards available through the financial industry as well as and banking services to current and potential customers.
  • Assist in community awareness events to increase bank outreach and foster new business opportunities.
  • Answer questions and customer concerns regarding checking and savings accounts.
  • Proactively identify and inform customers of account status deficiencies and disputed transactions while providing options to resolve.
  • Process and post various loan payments, record information in the database and issue a receipt confirming the transaction.
Soldier, 02/2018 to Current
Extra Space StorageLakewood, NJ,
  • Train monthly to reassess skills and knowledge Assist with tragedies or events around Northern Indiana Work with superiors to accomplish team objectives.
Assistant Manager, 09/2018 to 10/2019
JIMMY JAZZCity, STATE,
  • Assist customers in finding shoes, clothes, and resolving issues Issues such as exchanges, returns, and other customer dilemmas Cash handling: counting down the register before the store opens and after the store closes, making deposits, checking out customers, performing exchanges and returns Check in shipment and ensure it is properly placed in the store Responsible for opening and closing the store Ensure that sales associates know what tasks need to be completed and the expectations Help train new hires.
Lead Sales Associate-Key Holder, 02/2017 to 01/2018
THE CHILDREN'S PLACECity, STATE,
  • Provided exemplary customer service by assisting the needs of customers, Help finding specific merchandise, answering questions related to sales or promotions Assisted customers with completion of their sale including scanning all items, collecting various types of payment, and ensuring satisfaction with purchase Count down registers opening/closing, filled out necessary paperwork Provided leadership with assisting other sales associate and performing managerial duties Prepared and completed paperwork such as daily roadmap, sales audit, sales read Processed shipment and place product on sales floor Open and closed store by opening registers, checking and answering morning emails, filled out the necessary morning paperwork.
Education and Training
Bachelor of Science: Business, Expected in 2020 to Indiana Wesleyan University - Merrillville, IN
GPA:
Associates of Science: Business, Expected in 2018 to Indiana Wesleyan University - Merrillville, IN
GPA:
Willing to relocate: Anywhere
Additional Information
  • Willing to relocate: Anywhere, Authorized to work in the US for any employer

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Resume Overview

School Attended

  • Indiana Wesleyan University
  • Indiana Wesleyan University

Job Titles Held:

  • Universal Banker II
  • Soldier
  • Assistant Manager
  • Lead Sales Associate-Key Holder

Degrees

  • Bachelor of Science
  • Associates of Science

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