Personal Banker Resume Sample
Clement Cremin
129 Addison Street,
Phoenix,
AZ
+1 (555) 163 7799
Work Experience
Senior Personal Banker
08/2016
-
PRESENT
New York, NY
- Keeps abreast of laws and regulations that affect
- Located at our Downtown Council Bluffs location
- Competes and maintenances electronic client profiles using KeyBank’s technology such as the Client Experience (CE) Desktop
- Completes and maintenances electronic client profiles using KeyBank’s technology such as the Client Experience (CE) Desktop
- Be knowledgeable in assisting customers with selling savings bonds, traveler’s checks, cashier checks, and cash advances
- Make product suggestions based on the client’s needs and refer to a member of the branch team
- Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader
- Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans
- Ensure the Branch team is trained on Key's products, sales, and service models
Personal Banker
01/2014
-
06/2016
Chicago, IL
- Provides financial solutions to clients to help them achieve their goals. Solutions could involve; payments, deposit, loan and investment products (with appropriate licensing)
- Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Client Experience (CE) Desktop (Key’s branch platform system); documents activities by using the call report feature in the Desktop
- Participates in and occasionally facilitates daily branch huddles
- Participates in special projects, campaigns and assignments as requested
- Assists with coaching and training tellers and other branch professionals as needed
- Completes and maintenances electronic client profiles using Key’s technology such as the Client Experience (CE) Desktop
- Assists on the Teller platform with new and existing clients of the bank with account transitions, maintaining responsibility for a cash drawer and following proper balancing procedures. Takes opportunities identified on the teller line to deepen and expand client relationship
Junior Personal Banker QFA
07/2010
-
09/2013
New York, NY
- Responsible for developing the branch team's understanding of Key's products and services,
- Key's sales and service process and the competitive landscape
- Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers
- Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs
- Completes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop
- Consistently executes on Key’s Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction
- Establishes preset appointments, delivers quality Financial Wellness Review conversations, identifies needs, makes recommendations and follow’s up
Education
The University of Alabama
2004 - 2009
School's Degree in Banking
Professional Skills
- Math aptitude, typing skills (45-50 wpm), 10-key, filing; organized, and excellent communications skills
- Math aptitude, typing skills (45-50 wpm), 10-key, filing; organized, and excellent communications skills
- Strong knowledge of bank products, services and related bank programs, i.e., internet banking, phone, etc. Excellent verbal and written communication skills
- Strong organizational skills, including experience independently managing projects/initiativesSearch Jobs US
- Working knowledge of bank products, services and related programs, i.e., Internet Banking, Phone, etc. Excellent verbal and written communication skills
- Experience with sourcing and prospecting for new clients and client relationship building by using proactive sales skills, to meet sales and service goals
- Applies strong critical thinking and problem solving skills to meet customer’s needs
How to write Personal Banker Resume
Personal Banker role is responsible for customer, banking, bilingual, basic, interpersonal, financial, training, mandarin, relationship, communications.
To write great resume for personal banker job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Personal Banker Resume
The section contact information is important in your personal banker resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Personal Banker Resume
The section work experience is an essential part of your personal banker resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous personal banker responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular personal banker position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Personal Banker resume experience can include:
- Effectively partner with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
- A team player, with strong relationship management and networking skills
- Prior experience in developing strong relationships and networks in a customer delivery role
- The ability to work as part of a team, with strong relationship and networking skills in a customer focused role
- Demonstrate your experience and strong knowledge of Home Lending and the Home Buyers Journey
- Plays a positive role in the branch through excellent communication skills, both verbal and written
Education on a Personal Banker Resume
Make sure to make education a priority on your personal banker resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your personal banker experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Personal Banker Resume
When listing skills on your personal banker resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical personal banker skills:
- Excellent verbal and written communication skills Strong customer service and relationship building skills
- Proven organizational and time management skills and demonstrated strong work habits
- Customer service skills, including ability to deal effectively and tactfully with clients and employees
- Applies strong critical thinking and problem-solving skills to meet customer’s needs
- Good selling/influencing skills
- Strong selling skill (Banking product is preferable) or proven sales performance success records
List of Typical Experience For a Personal Banker Resume
1
Experience For Senior Personal Banker Resume
- Excellent sales, interpersonal and communication skills
- Demonstrated sales experience with proven results including diverse customer profiles and complex needs
- Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships
- Effectively interview and profile customers in order to recommend appropriate banking products and services
- Effectively manage a current book of business while growing the branch portfolio
2
Experience For Licensed Personal Banker Resume
- Above average computer and keyboard skills
- Basic math and desktop computer skills
- Effectively manage the Branch/Financial Center in the absence of the Branch/Financial Center Manager
- Communicate effectively with internal departments and/or branches to prevent fraudulent loss to the bank
- Completes and maintains electronic client profiles using KeyBank’s technology such as the Client Experience (CE) Desktop
- Significant experience in financial services, preferably within the retail banking sector
- Relevant experience in contact centres, banking, or hospitality with knowledge on Industry standards and current market trends
3
Experience For Personal Banker Madison & 34th St Branch Resume
- Effective and strategic, with the ability to identify innovative concepts leading at a global level through complex queries or customers
- Demonstrates knowledge of all retail bank products, services and specialty product lines
- Significant branch operations experience
- Demonstrate knowledge of all retail bank products, services and specialty product lines
- One to Three years of experience in a financial institution
- Possess strong interest in financial planning and
- Lending capabilities – consumer lending level
- Responsible for the staffing of the branch, including recruiting/identifying talent, interviewing and selecting the branch team
4
Experience For Personal Banker & 46th St Branch Resume
- Upgrade existing Citicore relationships to Citigold by upsizing current funding and deepening the relationship
- Mathematics, memory, reasoning, estimating, problem solving and judgment are constantly
- Process complex transactions including: changing account ownership, living trusts, guardianship accounts, and estate assignments
- Manages a self-developed pipeline of clients and prospects for future selling opportunities with the objective of meeting or exceeding assigned sales goals
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate
- Provide customer service by assisting clients in person or with proper phone etiquette with needs including, but not limited to, the following
- Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services
- Make banking easier for customers by sharing and setting up self-service options
5
Experience For Personal Banker 5th & 37th St Branch Resume
- A variety of company benefits including free fruit delivered daily, Health and wellbeing programs and staff banking benefits
- As lead partner for our Manhattan lobby banking, educate sell and cross-sell clients on the full range of personal banking services, incl. teller services
- Recognize opportunities and cross-selling products and services to existing and potential customers
- Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified CM base, profiling etc
- Joint meetings with the Unit Head to be done regularly with call reporting tracking
- Assist the bank's customers when accessing thier accounts online including resets of user ID's, passwords and authorization questions
6
Experience For Contact Center Personal Banker Resume
- Maintain thorough knowledge of all bank services and products including pricing, bank policies and government regulations
- Assist in creating value for FMB clients through needs based selling
- Assist the Branch Manager with efficient operation of the branch including reporting and audit items
- Greets and directs customers upon entering the Bank or by phone, using the IB established Service and Sales Standards
- Input account information obtained from customer to update/open new accounts. Responsible for completing all phases of account opening
- Assist with coaching and training other WesBanco employees
- Protect the bank from unnecessary risk or exposure by familiarity with procedures and completing the following as needed
- Reg CC Holds, including providing proper documentation to the customer
- Daily Teller responsibilities including but not limited to the following
7
Experience For CSR / Personal Banker Resume
- Assist the Lending Assistant and lenders with loan applications, collecting loan documents or other various loan related tasks as needed
- Partner with Area Retail Leader and Operations Leader to ensure staffing levels are aligned to staffing model
- Responsible for successful onboarding and training of new employees
- Speak with existing ANZ customers all over New Zealand in regards to their banking requirements
- Best meet our customers needs, while actively discussing ANZs full range of insurance, transactional and investment products, along with some lending services
- Meet services and sales objectives, using allocated tools and frameworks as provided (adhering to best practice procedures)
- Deepen customer relationships through the home buyers journey, exploring their financial needs, and offering the best possible solution
- Conduct advanced analysis of financial information (e.g. statements of financial position) relating to home lending
- Conduct basic analysis of financial information relating to consumer lending
8
Experience For Teller / Personal Banker Resume
- Thorough knowledge of bank products, services and related programs, i.e., internet banking, phone, etc
- Accountable for individual sales goals as well as increasing branch sales, revenues and customer satisfaction
- Accountable for individual sales goals and contributes to increasing branch sales, revenues and customer satisfaction
- Successfully complete Platform training and pass the final exam
- Originate consumer loans, act as a customer advocate to ensure prompt processing of consumer loans
- Inputs and closes personal loan applications including DDA lines of credit and credit card applications
- Spearhead any micro marketing events focussed on NTB acquisition
9
Experience For HOA Personal Banker Resume
- Assist a NTB Citigold client in meeting any identified investment and insurance financial need
- Assist the BankingCenter in meeting its goals and consistently meet or exceed individual goals
- Interact with the consumer market to achieve new customers, expand relationships with existing customers
- Complete ECM campaigns to call on new and existing customers to generate new business
- Utilize the Haberfeld Checking Program: achieve new account goals set by Management, participate in all lobby promotions and events
10
Experience For Personal Banker Universal Resume
- Participate and assist the Manager in conducting staff meetings
- Open and close the branch location by following security procedures as established by bank management
- Meet licensing requirements as established by the Bank’s broker/dealer
- Answer basic customer inquiries regarding account balances, transaction history, services charges, interest rates and others as appropriate
- Flexibility regarding work location and schedule
- Responsible for meeting established monthly sales goals
- Serves as a backup for the Assistant Branch Manager with regard to month end reporting and for the Teller
- Create an engaging environment for clients and employees
- Management and Coaching Capabilities
List of Typical Skills For a Personal Banker Resume
1
Skills For Senior Personal Banker Resume
- Excellent organizational and time management skills ability to work with minimal supervision along with managing multiple tasks
- Demonstrated sales skills are required, ability to recognize cross-selling opportunities,
- Work as part of a team, with strong relationship and networking skills
- Excellent verbal and written communiaction skills
- Strong interpersonal, verbal and written communications skills; and
- Possess good interpersonal and communication skills, and is independent and resourceful
- Strong customer service and relationship building skills Ability to listen and identify customer needs
2
Skills For Licensed Personal Banker Resume
- Self-starter, possess good interpersonal and communication skills, resourceful and able to work independently
- Attitude, beliefs, values, experience, skills and knowledge are ranked high in 1st Bank employee’s profile
- Outstanding customer service skills, in accordance with Washington Federal’s quality standards, are required
- Strong sales and service capability, including home lending experience preferably in retail banking sector
- Banking experience, to include sales and/or financial l services experience including deposit, new accounts and consumer lending
- Basic computer skills – ability to interact with clients using banking technology
- Be digitally curious, growing and sharing your skills with our team
- Outstanding customer service skills, in accordance with Washington Federal’s quality standards, are required
3
Skills For Personal Banker Madison & 34th St Branch Resume
- Proven retail sales experience (ideally Banking)
- A strong team player & have good knowledge of consumer banking products
- A strong team player and have good knowledge of consumer banking products
- Role models a strong customer focus, preferably with retail and/or experience working on KPIs
- Bilingual Cantonese(fluent verbal and written) skills
- Korean Bilingual (fluent verbal and written) skills
- Bilingual Korean (fluent verbal and written) skills
- Effectively provide advice and counsel to customers based on their needs and desires with an emphasis on ‘customer care’,
4
Skills For Personal Banker & 46th St Branch Resume
- Demonstrated strong financial / business acumen
- Organized; ability to manage time effectively and to multi - task
- Professional manner and service oriented with excellent interpersonal skill
- Superior verbal and written communication skills are necessary
- Building solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
- Lending experience essential – Home Lending
5
Skills For Personal Banker 5th & 37th St Branch Resume
- Leveraging available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy
- Three or more years of experience or commensurate training in retail activities, including sales and cash handling
- Experience with discussing, recommending, and selling various deposit and credit products to consumer and small business clients
- Be accountable for positively influencing the customer experience by values led decision making behaviours and taking ownership of customer interactions
- Provide exceptional customer experience, meeting the needs of customers across the Retail product set, excluding Home Lending
6
Skills For Contact Center Personal Banker Resume
- Provide exceptional customer experience meeting the needs of customers across the Retail product set excluding Home Lending
- Significant experience in identifying customer needs pertaining to financial services, preferably within the retail banking sector
- Experience in a floating or traveling role
- Demonstrated ability in meeting or exceeding sales goals
- Experience working in the banking industry
- Four or more years of experience in sales and/or cash handling activities or commensurate training
7
Skills For CSR / Personal Banker Resume
- The ability to initiate quality conversations with new and existing customers in order to improve their banking experience
- Provide customers with a first class experience by assessing customer needs and providing appropriate solutions through quality A to Z review conversations
- Experience in sales for banking products and services
- Three or more years of experience in retail banking and/or sales industry
- Personal Banking experience required
- Experience with sales (cross-sales and up-sales) and meeting sales goals
- Experience using an on-line financial services system
8
Skills For Teller / Personal Banker Resume
- Previous experience in banking and/or sales
- A commitment to providing excellent customer service
- Or previous banking experience required
- Experience in sales; as the role cross sells products and services to customer in order to assist in meeting their needs
- Possess strong interest in financial planning and investment, and determined to excel in sales
9
Skills For HOA Personal Banker Resume
- Possess a valid driving license & own transport
- Attention to detail with strong record of accuracy in handling of transactions,
- Customer focused - Previous experience in a customer facing role
- Grade 7 – no banking or sales experience
- Provide outstanding and consistent advice and service to improve our customer experience
- Personal lending experience
- A previous background in customer service and sales environments, with experience in meeting sales targets and KPI's
- A previous background in customer service and sales environments, ideally with experience in meeting sales targets and KPIs
- Strong culture of coaching and development with long-term opportunities
10
Skills For Personal Banker Universal Resume
- Drive sales and exceed performance goals by providing an exceptional customer service experience
- A background in customer service and sales environments, with experience in meeting sales targets and KPIs
- Experience in meeting sales targets and KPIs
- Experience in a customer facing role and phone based customer service
- Sound understanding of the business and market environment in which Mortgages operates
- Demonstrated capability in lending, specifically in mortgages
List of Typical Responsibilities For a Personal Banker Resume
1
Responsibilities For Senior Personal Banker Resume
- Develop strategies to grow the small business client base. Implement appropriate sales plans to target Book of Business customers. Build referral business opportunities through COIs and MGM
- 120 Broadway, 111 Wall Street, City Hall, One Broadway, Hudson Street, Seward Park, Chinatown, 100 William Street, Soho, 388 Greenwich Street, Chatham Square, Tribeca, East Village
- 399 Park Avenue, 3rd Avenue & 46th Street, 6thAvenue & 46th Street, 5th Avenue & 37th Street, Columbus Circle, Madison & 48th Street, 5th Avenue & 60th Street, Christopher Street, West Village, Madison & 34th Street
- Good communication skills including speaking clearly, articulately and accurately while using a pleasant tone and common conversational courtesies
- Excellent selling and referral skills
- Banking experience, to include sales and/or financial services experience including deposit, new accounts, and consumer lending
2
Responsibilities For Licensed Personal Banker Resume
- Proficient keyboard and PC skills using word processing and spreadsheet software
- Proven sales experience in the financial services industry or fresh graduates as starting platform for RMs
- Self motivated, assertive, and able to multitask effectively
- Self-motivated, assertive and able to multitask effectively
- Prior consultative sales experience is required
- A strong customer focus, proven in your work history
- Strong sales capabilities, proven through your work history
- Role models a strong customer focus, preferably with retail and/or business development experience
3
Responsibilities For Personal Banker Madison & 34th St Branch Resume
- Suggested level for those with at least year of prior experience as Teller, FSR, Personal Banker, Banking Services Consultant or similar position
- Use your customer service skills to build client loyalty, ensure client retention and expand your client portfolio
- Participate in business development programs within area of specialty to enhance product knowledge and cross selling skills
- Related teller and/or personal banking experience
- Previous work experience in banking is highly desirable but not required
- Possess strong interest in financial planning and investment, and passionate about sales
- Experience in consumer banking and/or sales is an added advantage
4
Responsibilities For Personal Banker & 46th St Branch Resume
- One or more years of business related and/or retail experience, preferably including financial sales
- Two to five years experience including time spent in preparatory positions
- With strong understanding of compliance and legislation
- Previous lending experience, ideally mortgage
- Previous home lending experience is desirable in this role
- Previous experience working in a sales targeted environment
- Personal banking or related experience required
5
Responsibilities For Personal Banker 5th & 37th St Branch Resume
- Experience interacting positively with unsatisfied customers
- Excellent understanding of retail banking products, services and channels
- At least 12 months cash handling experience
- Performs Consumer Loan closings as required. Maintains brochure inventory and displays. Demonstrate ISB Core Values in all actions
- Prior work history in a retail sales environment
6
Responsibilities For Contact Center Personal Banker Resume
- Prior work history in a retail sales environment is required
- Phone Sales experience is preferable but not required
- Phone Sales experience is preferable
- Based on your academic background, at least 1 to 4 years' experience in financial sales and advisory services
- Experience and knowledge of IRA's desired
7
Responsibilities For CSR / Personal Banker Resume
- Previous personal banker experience required
- Understand / speak Mandarin, Hindi, or Punjabi is a strong asset
- Strong command in spoken and written English; ability to speak in Mandarin/Cantonese is an added advantage
- Speak / understand Mandarin & Cantonese are considered strong assets
- Speak Mandarin & Cantonese are considered strong assets
- Mandarin is a strong asset
- Cantonese/Mandarin are a strong asset
- Related experience, to include sales in a financial services or retail industry
- Personal banker experience
8
Responsibilities For Teller / Personal Banker Resume
- New accounts experience
- Excellent customer service and friendly attitude
- Personal banker experience required
- New accounts or related experience within a financial institution
- Experience using an on-line financial services system
- Strong desire and ability to influence, educate and connect customers to technology
- One year of related experience, to include sales in a financial services or retail industry
- Priority is given to those aged 20 to 35 years
9
Responsibilities For HOA Personal Banker Resume
- Managerial experience in Retail or Financial Services Industries
- Four or more years of job-related banking experience
- Operate a computer and other standard office equipment, such as copier and fax machine
- Strong sense of teamwork, ability to work cooperatively in a team environment,
- Strong desire to work in sale environment
- Experience in technology/device sales
- : Two to five years general and specialized experience, specifically EM, Loan Classes, and Questa
- Understand / speak Mandarin is a strong asset
10
Responsibilities For Personal Banker Universal Resume
- With strong sales capability
- With strong customer focus
- Develop strong relationship with customer to drive repeat business and advocacy
- Speak Mandarin and/or Cantonese considered a strong asset
- Strong sales & service capability
- Proven sales and service capability
- Speak Mandarin and Cantonese considered a strong asset
- Strong working knowledge of Enact and Teller Connections
- : General and specialized experience, specifically EM, Loan Classes, and Questa
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