A Personal Banker is an individual who is hired to help clients and assist them with managing their money. They have to balance the interest rates, returns and money risks of the customers. The personal bankers can work with a bank or as individuals.
The work duties mentioned in the resume of a Personal Bankers are to process transactions of new accounts and advice the customers on the selection of financial services as well the choice of account. The hired candidate also has to cross-sell the bank services or products.
The candidates looking to work as a Personal Banker must have expertise in the banking field and should possess strong knowledge of investment policies and practices. The employers usually choose the applicants with the bachelor’s degree in the relevant field.
Personal Banker Resume Sample
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Rob Wilson
Personal Banker
743 Xyz Abc Road.
Chicago, IL – xxxxx
Email: email@example.com | Home: xxx-xxx-xxxx | Mobile: xxx-xxx-xxxx
Professional Summary
A competent and dynamic Banker offering profound experience in servicing the financial needs of high net-worth client base, with high effectiveness in establishing and maintaining relationships with potential and existing clients, multi-tasking, balancing customer needs. Builds loyalty and long-term relationships with customers while consistently reaching sales goals.
Work Experience
1) Personal Banker
ABC Bank – Louisville, KY
2012 to 2018
- Proficiently supervised daily banking operations of the branch, including the opening and closing of the branch.
- Asked appropriate questions to existing and potential clients that helps identify investment needs, makes recommendations on the importance of meeting my partner Financial Adviser.
- Utilized exceptional financial management skills and excellent customer service skills in the explanation of bank services and assisting of customers with new accounts, loans, bond, and securities.
- Consistently ensured that existing and potentially new clients’ needs are met by providing assistance with their lending needs, such as a line of credit on their primary residence.
- Proficiently handled cash transaction, create a consistent referral business by building a strong rapport with both potential client and existing clients.
- Maintained a thorough understanding of financial products and services, and recommend checking /savings accounts, credit cards, and loans based on analysis of client.
- Opened all checking, savings certificate of deposits and safety deposit box accounts, and originated first and second mortgage loans, including home installment and equity lines.
2) Banker
XYZ Bank – Cincinnati, OH
2006 to 2012
- Actively involved in opening checking, savings and certificate of deposit accounts.
- Utilized consultative sales approach to cross-sell products that fulfilled the customer’s needs.
- Create appropriate bank product and services as per individual financial requirement.
- Maintain efficient relationship with existing client base to facilitate an increase in revenue.
- Perform analysis by coordinating with customers to analyze their financial requirements and made recommendations.
- Identify and qualify client needs, develop sales strategies that would ensure the needs of the clients are met to be given to the clients to help them succeed financially.
- Generated new automobile, home equity, and personal loans, and handle transactions and resolved customer service issues.
Educational Qualification
Business Management
ABC University – New York, NY
2003
Skills and Strengths
- Highly competitive.
- Customer service.
- Product knowledge.
- Interpersonal communication skills.
- Strong client relations.
- Strategic sales knowledge.
- Goal-oriented Positive and upbeat Decisive.
— References Available upon Request —
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Properly writing roles, responsibilities, and skills in Personal Banker’s Resume is very important. It is because the employer or the recruiter will check them to judge your capabilities. Mostly, the points of the job duties performed will come under the section of work experience in the Personal Banker’s Resume. Whereas you can mention your skills within the skill section. The other key or highlighting points can be noted separately.
To get the job, making an accurate resume having precise points is necessary. Hence, here are few shorter examples which will give you a better idea of how to write roles, responsibilities, skills and work experience in the resume for the position of Personal Banker.
From our resume database, I have gathered few examples. These resumes are selected on basis of different location and experience level. These Personal Banker Resume samples of professionals will give you provide with a hint when you are writing your resume. You can change the points according to your location and experience level.
Check these Personal Banker resume samples. I hope you will find something interesting and valuable from these examples.
Few More Personal Banker Resume Sample:
Example 1:
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Personal Banker
Location – Arlington, VA
Experience – 7 Years
Responsibilities:
- Utilizing resources to conduct effective consultative client conversations.
- Providing financial solutions that meet client needs such as deposit and credit and including all product and service lines.
- Referring to other lines of business partners for additional business growth opportunities.
- Ensures compliance with internal controls, operational procedures and risk management policies.
- Pursue on-going education of SunTrust products, services, and other lines of business.
- Primary focus is assisting with client sales opportunities with additional activities related to service needs, based on the overall needs of the branch.
Skills:
- Client Management.
- Strategic Planning.
- Lead generation.
- Sales Team Collaboration.
- Financial Products Closing Selling Techniques.
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Example 2:
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Personal Banker
Location – Englewood, NJ
Experience – 4 Years
Summary:
- I am a well-organized and proficient worker. I always exceed goals set for me and am willing to go above and beyond what my position entails. I am a fast learner with great teamwork mentality and leadership skills. I am well versed in a sales and service environment with great operational and management abilities.
Duties Performed:
- Managed personal and business accounts.
- Have maintained top banker position in my region.
- Sourced many new clienteles through cold and warm calls through CRM portals along with sourcing and working many offsite events.
- Took over leadership roles in operation and management.
- Trained new and existing team members of all positions.
- Had creative authority to come up with ideas for sourcing new clients through setting up with new events and promotions within our branch.
Skills:
- Customer service skills.
- Organization skills.
- Word and Excel skills.
- Working well with others.
- Daily routine is doing overdrafts and audits.
- Having a clear understanding of the rules and policies.
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Example 3:
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Relationship Banker
Location – Higganum, CT
Experience – 3 Years
Duties Performed:
- Perform Teller transactions including but not limited to processing customer deposits, withdrawals, check cashing, balancing teller drawer, and balancing the branch vault.
- Open and service new and existing accounts.
- Cross-sell banking services and products to clientele.
- Stay trained and current on policies and procedures.
- Help train new associates.
- Provide excellent customer service while handling customer complaints.
- Achieve sales goals.
- Process loan requests NMLS ID certified.
- Manages branch when Manager is out of the office.
Skills:
- Proficient in Microsoft Office.
- Superb Telephone Etiquette.
- Adept Organizational Skills.
- Data Entry Skills.
- Analytical Skills.
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Example 4:
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Personal Banker
Location – Big Spring, TX
Experience – 5 Years
Duties:
- Provide personal and business financial counseling, assist with lending services and build relationships with existing customers to sustain high satisfaction ratings and retention of existing clients.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents in an organized manner.
- Assist clients with account inquiries, maintenance, and problem resolution including investigating and correcting errors upon customers’ request, according to customer and bank records.
- Identify sales and referral opportunities in order to meet banking center goals and increase revenue.
- Coach fellow associates on product knowledge and the ability to identify sales opportunities.
- Execute wire transfers and process the purchase and sale of foreign currency.
- Assist new and existing customers with their online and mobile banking needs including setup and navigation of the website.
- Presents community support with Prosperity Banks Money Smart program which educates consumers about their personal finances and risk prevention.
Skills:
- Leadership Skills.
- Finance and Banking.
- Fraud Prevention and Risk Management.
- Relationship Building.
- Customer Service.
- Training and Mentoring.
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Example 5:
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Personal Banker
Location – New Hartford, NY
Experience – 4 Years
Responsibilities:
- Effectively manage and grow existing Book of Business through Financial Wellness reviews, to support the growth of profitability through the deposit, loan and investments.
- Acquire new consumer and small business clients through outside call program and branch opportunities.
- Work directly with Line of Business partners on Mortgage, Business Banking, Private Bank and Key Investment Services as a referral source.
- Support the branch staff with service-related issues, projects, sales campaigns and meeting all team goals.
- Maintain a vast knowledge of all products and services offered to clients both consumer and business.
- Ensure compliance with operational, security and audit procedures and policies.
- Assist clients with meeting and exceeding their personal financial goals.
- Central NY East District Consumer Loan Champion.
Skills:
- Draft Legal Correspondence.
- Draft Litigation Documents and Prepare Court Filings.
- Interview Clients and Witnesses.
- Prepare Contracts, Deeds, Wills.
- Perform Basic Title Examination.
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Example 6:
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Personal Banker
Location – Darien, IL
Experience – 6 Years
Roles and Responsibilities:
- Achieved title of Specialist in several areas of focus, such as Retirement Accounts, Health Savings Accounts, Business Accounts, Online Banking Specialist and Debit Card Specialist, by successfully completing required courses and mentorship programs.
- Responsible for maintaining appropriate branch cash levels including daily balancing, monthly and quarterly auditing and buying and selling cash to Federal Reserve.
- Processed consumer and mortgage loans.
- Worked with Operations team on testing new systems and delivery methods; researching, reporting and assisting in resolution.
- Enhanced Customer Satisfaction year after year by consistently ranking as a top performer in customer satisfaction surveys, both individually and as a team.
- Responsible for reconciliation of various general ledgers and reports.
- Performed internal audits of new accounts.
Skills:
- Capture and Record Billable Time in an Accurate and Ethical Manner.
- Analyze Statutes and Cases.
- Conduct Online Legal Research via Lexis Advance.
- Lexis Advance.
- Document / File Management.
- Windows Operating System.
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Example 7:
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Personal Banker
Location – Charleston, SC
Experience – 5 Years
Responsibilities:
- Managed personal and business accounts.
- Have maintained top banker position in my region.
- Won many awards in service and sales.
- Introduced and opened opportunities for other departments in our group such as (but not limited to) investment banking and mortgages to meet my clients.
- Sourced many new clienteles through cold and warm calls through CRM portals along with sourcing and working many “bank at work” offsite events.
- Took over leadership roles in operation and management.
- Trained new and existing team members of all positions for our branch along with other locations.
Skills:
- Exceptional Decision Making.
- Excellent Time Management.
- Great Communication Skills.
- Strong Interpersonal Skills.
- Multi-tasking Skills.
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Example 8:
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Personal Banker
Location – Boston, MA
Experience – 4 Years
- I have been a top-five banker in the country for the past four years. I have been able to surpass my goals by 185 percent consistently for the past four years.
- Working closely with our Business, Mortgage, and Investment partners allow me to help clients manage a complete banking relationship with the company.
- Market retail banking products and services to consumer and small business customers in order to grow, retain, and maximize profits for the bank.
- Conducting business responsibly and ethically has allowed me to build trust and confidence with my clients.
- Analyze clients banking portfolios and advise on a range of income strategies.
Skills:
- Bilingual in English and Spanish.
- Work well under pressure.
- Organized with my time schedule and organized at following a daily plan.
- Standard knowledge of Microsoft Suite (Excel, PowerPoint, Word)
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Example 9:
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Personal Banker
Location – Islip, NY
Experience – 2 Years
Duties:
- Met with new bank customers to explain all the services and features for the bank.
- Collected customer information and input data into the system ensuring confidentiality at all times.
- Communicated with all kind and ages of customers in taking out avaunt of loans and operating accounts.
- Thought my self through the online lessons, and previous customers experiences.
- Executed prove ability to work in teams by learning new things from each team member experiences.
- Satisfied customers by providing personal financial counseling, assist with lending services and built relationships with existing customers to sustain high satisfaction ratings and retention.
- Reviewed and approved overdrafts and checks for cashing, and answered questions on accounts, loans, and statements.
Skills:
- Microsoft Word/ Word Processing.
- Microsoft Excel / Spreadsheets.
- Microsoft PowerPoint / Presentations.
- Team Management.
- Client Co-ordination.
- Excellent Communication skills.
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Example 10:
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Personal Banker
Location – Cortland, OH
Experience – 5 Years
Objective:
- To obtain a position that provides continuous opportunities to give the best service to customers and continue to build lasting relationships.
Responsibilities:
- Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
- Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements.
- Assist with scheduling, as necessary in the absence of the Branch Manager, given responsibility to communicate branch priorities throughout the day.
- Communicate with clients and illustrate outstanding customer service skills.
- Exemplifies excellent interpersonal skills when dealing with fellow associates and management team.
- Keep proper cash limits, cashed checks, accepted deposits, cash advances, and money orders.
- Facilitated implementation of new and revised policies and procedures throughout branch and department.
- Support the branch manager with all aspects of branch operations including loss control, compliance, and audit standards.
Skills:
- Excellent customer service.
- Computer knowledge.
- Fluent in Spanish.
- Able to Coach team members.
- Fast learner.
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Example 11:
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Personal Banker
Location – Germantown, MD
Experience – 6 Years
Responsibilities:
- Respond to client inquiries either in person or over the phone.
- Educate clients on managing financial arrangements by leveraging technology, tools, and other resources.
- Responsible for organizing and scheduling appointments through inbound and outbound calls.
- Follow up with clients to ensure that issues have been resolved.
- Ask questions to determine the nature of client issues.
- Walk clients through problem-solving problems.
- Develop and maintain an organized filing system.
- Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
Skills:
- Effective verbal and written communication skills.
- Punctual and detail-oriented.
- Microsoft Office – Word, Excel, PowerPoint, Outlook.
- Windows 10, 8, 7, XP.
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Example 12:
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Personal Banker
Location – Boynton Beach, FL
Experience – 7 Years
Summary:
- Fresh and spirited individual seeking opportunity to utilize my leadership skills and experience to improve overall company growth.
Responsibilities:
- Provide personal financial counseling and assist customers with their everyday banking and lending needs during an account opening or loan application process.
- Build lasting relationships with new or existing customers and refer to our delegated business partners to reach branch goals.
- Act as the sole ATM custodian responsible for processing ATM cash shipments and balancing the ATM weekly.
- Provide professional service to each client while fulfilling an array of transactions such as deposits, withdrawals, payments, and exchanging foreign currency.
- Act as a mentor to new employees by assisting with company policies, referrals, and customer transactions.
Skills:
- Excellent written and oral communication skills in English and Spanish.
- Highly knowledgeable in Mac and PC software with an emphasis in Microsoft Office.
- Meticulous organizational skills and understanding of project management, efficient teamwork, and dependability.
- Proficient in the Policies and Procedures.
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Example 13:
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Personal Banker
Location – Raleigh, NC
Experience – 8 Years
Summary:
- A dynamic professional with eight years of professional experience in leading financial institutions. A career marked by a demonstrated pattern of promotion to roles of increasing responsibility and authority. Highly-developed skills in client-facing roles with the ability to manage and train new hires. Seeking more challenging and impactful roles to contribute to the success of an organization.
Responsibilities:
- Meet one-on-one with customers to understand their financial needs and recommend products that are appropriate for their individual circumstances and goals.
- Open products that best suit the customers’ needs including consumer and business checking accounts, savings accounts, loans, lines of credit, and credit cards.
- Build and maintain working relationships with bank partners including financial advisors, merchant service representatives, and mortgage consultants.
- Selected to the Wells Fargo at Work program to conduct financial seminars that help provide financial literacy and money management skills to local residents and business owners.
- Planned and executed new student orientation events at UNC, Chapel Hill to teach students financial literacy.
- Serve as a Bank Officer with legal authority to sign documents on the bank’s behalf.
Skills:
- Bilingual English-Spanish.
- Ability to work as part of a team.
- Customer Service Oriented.
- Computer courses as Excel, Windows, outlook, Database, etc.
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Example 14:
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Personal Banker
Location – West Covina, CA
Experience – 7 Years
Summary:
- Leads team in production and sales, and relationship banking with an effort to increase the branch performance and level within the district. Consult with current and potential clients to assess their financial needs, establish trust, and recommend options to make their banking experience easy and convenient.
Key Accomplishments:
- Consistently maintained top 10% performance rank among all personal bankers in the district.
- Earned multiple recognition awards for providing exceptional customer service and leadership.
- Led team to achieve high-performance levels within the district.
Skills:
- Additional background in accounting, marketing & computer information systems.
- Utilization of time management, efficiency and project coordination.
- Able to adapt to change and work well under pressure.
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Example 15:
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Personal Banker
Location – Grand Rapids, MI
Experience – 3 Years
Summary:
- Successful employment in a forward-thinking company that values teamwork and individual contribution. Finding an employer with strong core values that recognizes and leverages personal strengths and capabilities in a stretching and growing environment.
Responsibilities:
- Ranked in the top quarter of Personal Bankers in the district for sales productivity and growth by staying on top of clients’ needs and following up with them so they are satisfied.
- Recognized by district leadership to receive training and licensing in Series 6 and 63 Securities.
- Efficient in balancing important tasks while still meeting daily sales goals set by myself.
- Fast track promotion to Manager on Duty after the first year with Chase.
- Utilizing contact programs learned at Chase to direct follow-ups when meeting new clients or continuing a relationship long after the first encounter.
- Ability to make personal connections, engage customers, and always be courteous and professional in a team environment and independently when necessary.
- Able to learn new products, services, and procedures in an ever-changing industry efficiently to adhere to regulatory and company policies.
- Strong listening and communication skills both in person and over the phone.
Skills:
- Problem Solving.
- Cross-Selling.
- Inventory and Pricing Controls.
- Suggestive Selling.
- Computer/POS Scanning Use.
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Example 16:
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Personal Banker
Location – Miami, FL
Experience – 9 Years
Duties Performed:
- Open checking/saving/minor Accounts.
- Open personal and business Credit Cards.
- Apply Loans/lines and business and personal equity line.
- Open Retirement accounts also help the customer to distribute and contribute their IRA.
- Provide personal financial counseling.
- Assist with lending services and build relationships with existing customers to sustain high satisfaction ratings and retention.
- Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements.
- Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions.
- Prepare loan worksheets for submission to loan processing for closing documents.
- Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
Skills:
- New Product Introduction.
- Exceptional Customer Service.
- Budgeting/Record Keeping.
- Bi-Lingual (English/Spanish).
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Example 17:
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Personal Banker
Location – Palm Springs, CA
Experience – 3 Years
Responsibilities:
- Maintained professional Customer Service.
- Provide Telephone Banking, Cash flows.
- Sell bank products from checking accounts to IRAs CD’s and Bonds.
- Opening Personal and Business Accounts.
- Helping customer on the teller lines.
- Taking ownership of the Problems and resolving them.
- Achieve assigned task/targets incompliance with Banks operations and policies.
- Maintain a high standard of customer relations.
- Receive and handle cash, including stocking various products.
- Electronic money transfers and Western Union Transactions.
Skills:
- Microsoft office word, powerpoint and excel and computer programming.
- Positive and friendly attitude, helpful and self-motivated.
- Excellent quantitative reasoning and mathematical aptitude.
- Scrupulous and meticulous habit of keeping track of the transactions.
- Fluent in Arabic and Chaldean writing, reading, and conversational.
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Example 18:
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Personal Banker
Location – Palm Desert, CA
Experience – 7 Years
Responsibilities:
- Maintained professional Customer Service.
- Provide Telephone Banking, Cash flows.
- Sell bank products from checking accounts to IRAs CD’s and Bonds.
- Opening Personal and Business Accounts.
- ATM teller (In charge of ATM operations).
- Helping customer on the teller lines.
- Taking ownership of the Problems and resolving them.
- Achieve assigned task/targets incompliance with Banks operations and policies.
- Maintain a high standard of customer relations.
- Receive and handle cash, including stocking various products.
- Electronic money transfers and Western Union Transactions.
Skills:
- Compliance, banking laws and regulations.
- Excellent knowledge of sales.
- Handles customer transactions quickly and efficiently.
- Provides knowledge of financing, loans, and personal banking.
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Example 19:
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Personal Banker
Location – Buffalo, MN
Experience – 2 Years
Duties Performed:
- Assisted customers with opening new accounts, which included Checking and Savings accounts, Individual Retirement Accounts, Certificates of Deposits, Health Savings Accounts and loan products.
- Made sure the customer was in the best product for them and made them aware of the different ownership options available.
- Referred customers to the Investment department, Insurance, and Mortgage departments.
- Answered customer questions, both in person and by phone.
- Rented safe deposit boxes and admitted them to their box when requested.
- Conducted monthly surprise audits of the branch vault and ATM.
- Processed customer requests for deposits, withdrawals, loan payments, cashier’s checks, wire transfers, along with check reorders, address changes, debit card reissues, fraudulent charges, balancing checkbooks and account maintenance.
- Maintained and balanced a cash drawer.
- Proficient in answering a phone system, faxing, scanning, emailing and balancing and maintaining a cash drawer.
- Achieved consistent customer satisfaction.
- Able to recognize client needs and meet them.
Skills:
- Night and safe deposit procedures.
- Safes and vault operation.
- Strong and professional interpersonal skills.
- Conflict resolution and problem-solving skills.
- Efficient user of Microsoft softwares.
- Works well as a team and individually.
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Example 20:
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Personal Banker
Location – Sterling Heights, MI
Experience – 5 Years
Summary:
- Personal Banker with a 5-year background in consumer financing, loan administration, leadership and customer service. Excellent in sales, analytical problem solving, and interpersonal communication skills.
Duties Performed:
- Assessed clients’ financial situations by evaluation their current income, expenses, financial objectives, credit and other information needed to develop strategic financial planning solutions.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Quickly and efficiently prepared customer and ATM cash and change orders.
- Processed exchange and foreign currency.
- Advised clients on mortgage, educational and personal loans.
- Processed quarterly Vault and ATM audits.
- Professional Customer Interactions and excellent customer service.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Answered clients’ questions about the purposes and details of financial plans and strategies.
- Sold cashier’s checks, traveler’s checks, and money orders.
Skills:
- Expert Financial Advice.
- Excellent Time Management.
- Outstanding Written and Verbal Communication.
- Objective Decision Making and Problem Solving.
- Handles Complex Financial Issues.
- Maintains a Positive Attitude.
- Team leader.
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These are some sample Resumes/CV of Personal Banker. With the help of these examples, you can create a well-crafted resume yourself. You can select any of the lines/sentences from these all examples. Combine them, edit them and use them to make an effective resume. These resume samples can help you decide what experience and accomplishments to include your resume. It also guides for the proper highlighting points.
There are more than 75,000 active jobs online for the position of Personal Banker in the USA. Find the job suitable to you and start applying with your fresh and updated Personal Banker resume and improve your chances of getting the job.
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