Universal Banker Resume Sample
Jaiden Ritchie
568 Huels Stravenue,
New York,
NY
+1 (555) 429 1660
Work Experience
Senior Universal Banker
01/2018
-
PRESENT
New York, NY
- Generate and maintain profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience
- Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses
- Generate and maintain profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great
- Open deposit accounts and input loan applications and navigate the loan process. Open all types of personal and business accounts and prepare related documentation.(75%)
- Provide transactional support to the Service Area(Tellers) as well as dual control functionality as applicable.(25%)
- Open deposit accounts and input loan applications and navigate the loan process. Open all types of personal and business accounts and prepare related documentation
- Deliver clarity to customers through simplicity, guidance, and know-how
Universal Banker
08/2011
-
07/2017
Los Angeles, CA
- Responsible for a broad range of basic to moderate activities in the branch including transaction processing, new account sales, customer servicing and referral generation
- Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products
- Assists the branch management with day-to-day transactions (including but not limited to approving transactions, preparing reports, etc.)
- Responsible for a broad range of moderate to complex activities in the branch including transaction processing, new account sales, customer servicing and referral generation
- Establishes, maintains, and deepens relationships with banking center customers to achieve branch performance goals and provide excellent customer service
- Adapts to the needs of the branch and focus on any promotional activities and enhancing the customer experience
- Responsible for a broad range of complex activities in the branch including transaction processing, new account sales, customer servicing and referral generation
Universal Banker 76th & Layton
05/2005
-
07/2011
Phoenix, AZ
- Adapts to the needs of the branch and promotional activities and enhancing the customer experience
- Sales or referral experience in a goal or incentive-based environment At least 2 years of customer service experience
- Strong Customer Service Skills, ability to comply with policies and procedures
- Supports the bank’s Community Reinvestment Act Program through participation in community and bank events as well as involvement in local organizations
- Build brand trust and placement as clients’ primary banking institution
- Proactively assess customer’s financial needs, utilizing Branch systems and tools to properly document information
- Use expert-level product knowledge and a keen reading of customers’ needs assessments to sell customers products and services that best meet their needs
- Ensure customers have complete and accurate understandings of product features, including service charges, interest rates, etc
- Maintain established customer service level expectations in accordance with the Bank’s overall goals and objectives
Education
Muskingum University
2001 - 2005
School's Degree in Business
Professional Skills
- Strong PC skills, including proficiency operating tablets
- Strong Customer Service Skills with the ability to engage customers in conversation regarding products and services
- Years of functional/professional experience: Typically have less than 3 years of prior personal banking or teller experience
- Years of functional/professional experience: 3+ years of prior personal banking or teller experience
- Excellent mathematical, problem-solving, and negotiation skills
- Excellent interpersonal & relationship building skills
- Proven customer service, interpersonal and communication skills, both verbal and written,
How to write Universal Banker Resume
Universal Banker role is responsible for customer, interpersonal, negotiation, research, training, building, banking, retail, finance, credit.
To write great resume for universal banker job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Universal Banker Resume
The section contact information is important in your universal 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 Universal Banker Resume
The section work experience is an essential part of your universal 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 universal 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 universal banker position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Universal Banker resume experience can include:
- Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the branch
- Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the branch. (The time spent performing sales and service
- Effectively resolve problems, exceptions, and account adjustments in a timely, professional and effective manner to foster customer retention
- Strong customer service, interpersonal and communication skills, both verbal and written
- Solid mathematical, problem-solving, and negotiation skills
- Trong sales and referral skills
Education on an Universal Banker Resume
Make sure to make education a priority on your universal banker resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your universal 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 Universal Banker Resume
When listing skills on your universal 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 universal banker skills:
- Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills
- Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests
- Execellent customer service skills that include good verbal and written communication
- One or more years of related banking experience or commensurate training and non-banking cash handling and sales experience
- One year of non-SunTrust experience including some or all of the following: service, sales, cash handling or payment transaction experience
- Financial services or banking and/or supervisor experience or 1 + years of experience as a Webster Universal Banker and/or other Webster positions
List of Typical Experience For an Universal Banker Resume
1
Experience For Senior Universal Banker Resume
- Proficient typing and 10-key skills
- Advanced interpersonal & relationship building skills
- Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs
- Prior banking experience as a New Account Representative helpful
- Effectively manages BSA compliance, cash levels and UBs over and shorts
2
Experience For Citigold & CPC Universal Banker Resume
- Demonstrate operational excellence by helping banking center to achieve satisfactory risk assessments and audits
- Strong relationship building, collaboration, teamwork and problem solving ability
- Banking experience
- Lending or credit experience
- Experience in working in a goal-oriented environment
- Strong knowledge of all retail products and services. Basic knowledge of consumer lending applications
3
Experience For Universal Banker West 86th St Resume
- Adhering to Network Standards regarding the timelines of scanning
- Using marketing tools to present product offer to existing and potential customers (sales wall, tablet, smart phone, workbench, etc.)
- Working knowledge of mathematical calculations and standard banking products, services, and transactions
- Deepening customer relation through cross-sell of new products to existing customers
- Developing a clear understanding of the Branch’s financial and non-financial goals
- Working knowledge of consumer lending applications
4
Experience For Universal Banker 76th & Layton Resume
- Coordinates with the CSST team on deposit related transaction processing including account opening, exception clearing, money transfers, etc
- Generate new business by outbound calling, generating referrals, and by reaching out to the local community
- Responsible for assisting the Team Leader with day to day teller operations including client servicing, unit audit reports, risk management and projects
- Process documents pertaining to incoming and outgoing wires
- Assist in opening Checking and Savings accounts
- This is a Float position in the Reading/Berks area, based out of Wyomissing, PA
- This is a Float position in the Reading/Berks area, based out of Reading, PA
- Manages the scanning and processing of all UB batches
- Responsible for servicing clients with a full range of personal banking products and services
5
Experience For Universal Banker 14th & Shadeland Resume
- Maintains maintenance and growth of Wealth Management clients by cultivating and developing relationships for more complex credit and investment needs
- Advanced knowledge of all retail products and services. Working knowledge of consumer lending applications
- Participation in micromarketing activities (e.g. pro-active customer acquisition in the shopping mall, etc.)
- Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager
- Assist customers in opening commercial accounts and obtain loan info
- Keep up to date with new banking products and services, their features and benefits
6
Experience For Universal Banker Ponce Resume
- Gain in depth knowledge of the different banking channels and promote opportunities to introduce the multi-channel customer to these capabilities
- This is a float position covering the Boston Downtown area, based in the North End
- This is a float position covering the Greater Lowell/Nashua area, based in Fitchburg, MA
- Advanced knowledge of consumer lending applications, processes and procedures
- Contributes to a satisfactory bank ranking in JD Powers survey
- Manages accurate and timely balancing of Branch ATMs
7
Experience For Universal Banker, Greater Cape Cod Area Resume
- Acts as resource for the relationship servicing team for highly complex Wealth Management relationships
- Participates in outside calling efforts and entertains selected clients as appropriate for retention or relationship expansion
- Basic knowledge of mathematical calculations and standard banking products, services, and transactions
- Completes a variety of reports related to banking transactions
- Prepare correspondence to customers using knowledge of bank products and bank policy
8
Experience For Universal Banker, North st Street Resume
- Expert knowledge of mathematical calculations and standard banking products, services, and transactions
- Advanced knowledge of consumer lending applications, processes, and procedures
- Assist with maintenance and servicing of Safe Deposit Boxes in offices where available
- Track and receive loan payments
- Redeem US Savings bonds
- Assist clients in safe deposit box
- Secure and balance cash drawer
- Log night deposit information
- Thorough knowledge of Branch systems (Forms Free Teller, Intralink, Sales Builder, HR Passport, My Learning Centre etc.), transactional services and associated procedures for recovery and issue resolution etc
9
Experience For Universal Banker Float Resume
- Thorough knowledge of applicable branch technology platforms and systems including self- serve technology/digital channel usage and registration/activation procedures
- Providing advice and product information to customers as appropriate, outlining features and benefits of Citi’s retail banking products; help customers think through their whole banking relationship and understand how products fit together
- Possess skills necessary to establish all type of account relationships within the branch
- Experience in retail sales, banking, and/or consumer lending or advanced education in lieu of work experience
- Skilled in engaging consumer and small business customers/prospects in a sales conversation and optimizing sales opportunities
- Provides consistent optimal customer experience, including customer’s transactional needs
- Actively acquire New-To-Bank clients through various channels e.g., referrals
- Identifying cross-selling opportunities to sell other products or refer opportunities to the appropriate channels e.g., Relationship Managers, Mortgage Specialists and Investment Specialists
10
Experience For Assc Universal Banker Resume
- Providing advice and product information to customers as appropriate, outlining features and benefits of Citi’s retail banking products
- Acts as the customers’ first point of contact with the Bank by handling the customers’ total financial service needs
- Responsible for a broad range of moderate to complex activities in the branch including transaction processing, new account sales, customer service and referral generation
- Achieves assigned sales and service goals quarterly
- Adapts to the needs of the branch and participates in any promotional campaign and product initiatives
- This is a Float position in the Needham area based out of Needham, MA
- This is a Float position in the South Shore area based out of Quincy, MA
- This is a Float position in the Metrowest area, based out of Weston, MA
- This is a Float position in the Montgomery area, based out of Glen Mills, PA
List of Typical Skills For an Universal Banker Resume
1
Skills For Senior Universal Banker Resume
- Proven ability to meet and exceed sales/referral goals with at least 1 years of sales and referral experience in a goal or incentive-based environment
- Skilled in understanding and managing retail branch operations including policy, procedures, compliance, and security
- Skill in addressing and resolving customer issues
- Provides accurate, friendly customer service by building and maintaining strong business relationships in conjunction with voice of the customer
- Experience in sales, teller, new accounts or loan processing
- Three to four years of cash handling sales experience
- One or more years of cash handling sales experience
- Appropriately and accurately demonstrate products and services to customers
- Determine the products that are most effective in meeting customers needs and be able to sell these, at short notice, both reactively and proactively
2
Skills For Citigold & CPC Universal Banker Resume
- Job title, level and compensation are commensurate with experience and qualification
- Typically requires 5+ years of experience in operations and sales
- Manage multiple priorities and handle stressful situations
- Manage multiple priorities for self and others
- Min of 6 months of operational experience within a financial related organization or other related industry
- Experience as a Teller and a Relationship Banker
- Experience in consumer sales, marketing and customer service
- Teller experience
3
Skills For Universal Banker West 86th St Resume
- Promoting the simplicity, convenience and security of our digital and self-service channels
- Adheres to and carries out all applicable banking laws and regulations, including but not limited to: all Anti-Money Laundering/Bank Secrecy Act requirements
- Have the ability through cross-sell to provide a full value-added offering to customers utilising multiple channels, including digital
- Develop, maintain and support the sale of banking products and services by generating and following up on leads
- Provide deep understanding of Retail Banking
- Provide full service banking services to new and existing customers within the branch, with a primary focus on sales and service
4
Skills For Universal Banker 76th & Layton Resume
- Generate and maintain profitable customer relationships while satisfying and exceeding customer financial needs and expectations
- Have an understanding of all Retail and Business Banking products that could satisfy customer requirements
- Ensure customers receive exceptional service by identifying and meeting their needs through the provision of a range of products and services
- Basic understanding of consumer lending applications
- 401k plan with up to 5% matching – no waiting period for new employees
- Perform full service banking services to new and existing customers within the branch, with a primary focus on sales and service
- To know and refresh knowledge of Citibank’s procedures and RF Law in banking
- Knowledge of credit/risk adjudication policies and processes and retail lending policies and processes
- Actively drive service excellence by means of adhering to the Service Standards
5
Skills For Universal Banker 14th & Shadeland Resume
- Have an in-depth understanding of the branches’ cash management policies, processes and procedures to provide cover for cash activities on a needs basis
- Identify and evaluate continuous improvements to the counter and banking hall functions
- Achieve individual customer sales and service targets and support the achievement of team targets by working within relevant service level agreements
- Health/Dental/Vision plan and immediate vesting of 401K match
- Knowledge of standard retail banking products, services and transactions
- Mandarin/Cantonese speaking highly desired
6
Skills For Universal Banker Ponce Resume
- 11455 Viking Drive, Eden Prairie, MN 55344
- Knowledge of Personal Banking products/services, and commercial deposit
- 35 N. Houghton Road, Tucson, AZ 85748
- 7510 W. Lower Buckeye, Phoenix, AZ 85043
- 9050 N 19th Avenue, Phoenix, AZ 85021
- 7095 151st Street W, Apple Valley, MN 55124
- 5503 Manatee Ave West, Bradenton, FL 34209
- 129 E. Gore Street, Orlando, FL 32806
7
Skills For Universal Banker, Greater Cape Cod Area Resume
- Provides ongoing support to customers regarding products and services. Provides solutions to various situations, errors, or obstacles to ensure customer satisfaction. Builds and maintains relationships with customer by frequent follow-up to ensure their satisfaction
- Responsible for compliance with applicable regulations, operational and security policies and procedures and all risk management elements associated with the position and as defined by management
- Utilizes contact management system by notating what was learned both financially and personally which
- Perform cash transactions, open or update accounts, originate and close consumer or small business loans
- Establish, expand and maintain a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer
- Coordinate both the Personal Banker and Service Representative functions in the delivery , accurate and professional service
- Coordinate both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service
8
Skills For Universal Banker, North st Street Resume
- 50991 Washington St. La Quinta, CA
- Plan and co-ordinate any marketing approaches for new business and actively develop existing relationships. Co-ordinate approaches to the portfolio by businesses across the Group
- Conduct review of customers’ borrowing facilities (and interim review if customer circumstances [risk profile] dictate)
- Actively seek to grow own portfolio and cross sell to ensure delivery of set Targets
- Consult customer owners/managers on financial/credit issues and general business practice/ideas
- Determine the key messages, e.g. agreed service standards, negotiated pricing, relationship team contact points (including introductions to new personnel) and new product changes. Calculating the most appropriate means of communicating them to customers
- Deal with, and find resolutions for, customer complaints
9
Skills For Universal Banker Float Resume
- Monitor and ensure adherence to risk service standards
- Based on leads referred from within the branch and other sources such as listings, contact potential new customers and offer them packaged financial solutions based on an assessment of their needs
- Provide effective banking hall management, orchestrate the team and support colleagues to work collaboratively and be empowered to consistently deliver high standards of customer service
- Attempt to resolve customers' enquiries at first point of contact
- Act as the go-to resource for any complex queries and coach junior Bankers through complex tasks
- Include action plans to address any shortfalls in sales
- Keep up to date on trends in the economy, the local market and social media to utilise this knowledge to educate customers
- Operationalise campaigns as required with the Branch Manager
- Maintain counter performance statistics for management information usage
10
Skills For Assc Universal Banker Resume
- Action any complaints received in accordance with procedures and SLA’s
- Completes documentation necessary to open/maintain new consumer and business deposit accounts
- Successfully pass a credit check
- Mileage compensation for travel
- Make sound decisions and exceptions to policy when warranted
List of Typical Responsibilities For an Universal Banker Resume
1
Responsibilities For Senior Universal Banker Resume
- Develop new business by researching and analyzing community markets, analyzing and prioritizing clients
- Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications
- Basic knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services
- Competitive Pay - Job title, job level and starting salary are contingent on branch size, experience and qualifications
- Establish, expand, and maintain a strong customer relationship by providing personalized service focused on the specific needs of the customer
2
Responsibilities For Citigold & CPC Universal Banker Resume
- Focuses on advancing the customer experience from the moment they enter the branch by
- Working knowledge of mathematical calculations and standard banking products, services and transactions
- Approaching situations with empathy, ensuring the customer feels heard and understood
- Fulfilling simple sales which include
- Processing day to day
- Meeting customers needs
- Generate new consumer and small business relationships by outbound calling, generating referrals, and by reaching out to the local community
3
Responsibilities For Universal Banker West 86th St Resume
- Contributes to the banking center’s overall success by meeting defined targets for both sales and service including all deposit accounts and retail loans
- Adhere to regulatory and compliance criteria in regard to opening deposit accounts,adhering to operational and screening processes
- Educates customers on emerging bank technology and digital solutions such as mobile, online and ATM offerings, all designed to make banking easier
- Plan and execute business development strategies, calling on existing and potential clients, whether in person, over the phone, or via email
- Assists customers with obtaining Online Banking and ATM and Debit Cards
- This is a float position covering the Greater Lowell/Nashua area, based in Leominster, MA
- Processes loan applications and closes loans according to guidelines: Branch Operations, Customer Service, Sales
- Build on a holistic understanding of customer needs to build brand trust and become their primary savings institution
4
Responsibilities For Universal Banker 76th & Layton Resume
- Support all of the bank objective's and provide customer service for all customers coming into the branch
- Advanced knowledge of mathematical calculations and standard banking products, services and transactions
- Complies with the Secure and First Enforcement for Mortgage Licensing Act (S.A..F.E. Act) requirements and, where applicable registration requirements
- Basic knowledge of consumer lending applications
- Basic knowledge of mathematical calculations and standard banking products, services and transactions
- Math and numeric sequencing aptitude
- Knowledge of Personal Banking products/services,and commercial deposit products
- Knowledge of Personal Banking products/services, and
- Understanding of customer life stage needs, customer segmentation and competitor offerings
5
Responsibilities For Universal Banker 14th & Shadeland Resume
- This is a Float position in the Schuylkill area, based out of Shenandoah, PA
- This is a Float position in the Middlesex North area, based out of Lexington, MA
- Follows Santander’s prescribed service behaviors and structured sales process; the Universal Banker acquires and maintains customer relationships over the entire lifecycle of the customer by identifying and understanding the financial needs of a customer or prospect
- Complies with all of Sovereign’s policy and procedures, audit, regulatory, security and Branch Look & Feel protocol
- This is a Float position in the Merrimack Valley area, based out of Salem, NH
- This is a Float position in the Schuylkill area, based out of Pottsville, PA
- This is a Float position in the Metro New Jersey area, based out of Northern, NJ East
6
Responsibilities For Universal Banker Ponce Resume
- This is a Float position in the Schuylkill area, based out of Elysburg, PA
- This is a Float position in the Route 95 area, based out of Methuen, MA
- This is a Float position in the Metro New Jersey area, based out of Northern, NJ West
- This is a Float position in the Metro New Jersey area, based out of Newark Avenue, NJ
- This is a Float position in the North Shore area, based out of Peabody, MA
- This is a float position for the Route 128 area, based in Needham, MA
- Utilizes sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives
- Maintains operational excellence and superior customer service by accurately and efficiently processing routine banking transactions at a banker work station and servicing customer requests
- Markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in banking center events
7
Responsibilities For Universal Banker, Greater Cape Cod Area Resume
- Learn Webster's products and services and uses knowledge to identify other cross-sell opportunities and refer existing customers and prospects to Business Banking, Webster Investment Services (WIS), Cash Management, Personal Lending& mortgages and home equity, Private Banking, and/or other Sales Council members
- Customer service, sales, call center and/or cash-handling
- The Universal Banker is the Bank’s primary contact with the public, is responsible for exhibiting good product knowledge and serving customers in a cordial manner to encourage service satisfaction
- This is a float position covering the Metrowest area, based in Framingham, MA
- Assist branch management with “on the job training” of new associates
8
Responsibilities For Universal Banker, North st Street Resume
- Accountable to meet all assigned customer service and sales activity goals by executing a model branch day plan that includes
- This is a Float position in the Lehigh Valley area, based out of Allentown, PA
- Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls,marketing campaigns, or in banking center events
- Proficient in Webster's products and services and able to utililize knowledge to identify other cross-sell opportunities and refer existing customers and prospects to Business Banking, Webster Investment Services (WIS), Cash Management, Personal Lending-- mortgages and home equity, Private Banking, and/or other Sales Council members
- Demonstrate leadership behaviors including but not limited to coaching other Associate and Universal Bankers
- Provide support to Banking Center Manager and Assistant Manager in the day-to-day operations and leadership of the banking center; owning the customer and banker experience by helping to resolve issues; effectively handle escalated customer issues; proactively offering to help the team and customers; brainstorm on solutions
- This is a float position covering the Merrimack Valley area, based in Londonderry, NH
9
Responsibilities For Universal Banker Float Resume
- This is a float position and travel to other locations is required
- This is a float position in the Route 128 area, based in Needham, MA
- Complies with all of Santander’s policy and procedures, audit, regulatory, security and Branch Look & Feel protocol
- This is a float position for the Metro NJ area, based out of Piscataway, NJ
- Assist branch associates with all aspects of daily branch operations as needed
10
Responsibilities For Assc Universal Banker Resume
- Assists customers with choosing the appropriate consumer loan products: maintains knowledge of loan policies and procedures; takes applications and key applications into centralized loan system for underwriting; communicates decision to customer, and closes and funds consumer loans; assists with the branch’s consumer loan portfolio
- Outbound phone contact to consumer and small business customers and prospects, in branch and out of branch sales activities, as well as other sales activity
- Ensures clients know how to use different channels
- Complies with all of Sovereigns policy and procedures, audit, regulatory, security and Branch Look & Feel protocol
- Life and/or Series 6 & 63 licenses
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