Banker Resume Samples

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Bankers can work in various capacities, such as personal banking, commercial banking, or investment banking, and while each area differs in terms of roles and responsibilities, they are all ultimately responsible for managing the financial needs of their clients. Sample resumes of Bankers include such skills as assisting in the completion of personal and business-related transactions, and upholding bank security policies and procedures in all conducted business. While a high school diploma may be sufficient on an applicant's resume, a bachelor's degree in a related field is often preferred.

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21

Phone Banker/personal Banker

Resolved customer concerns from incoming calls. Provided consultative guidance on bank products to meet customers' ongoing financial needs including loans, lines of credit, and checking and savings accounts.

  • Established and grew customer relationships with bank to generate business and increase revenue.
  • Verified status of loans, lines of credit, and checking and savings accounts and provided resolution to issues.
  • Monitored quarterly sales goals.
Candidate Info
11
years in
workforce
4
years
at this job
Need
22

Personal Banker

Responsible for exceeding sales, service and operations goals set by District

  • Established credibility and rapport to assist clients form a financial relationship with Chase Bank
  • Conducted needs assessments to better understand clients needs and recommend products and solutions based on findings
  • Assisted senior clientele in financial freedom initiatives to help transition them into retirement
  • Worked closely with wealth and private banking group and received award for highest wealth referral month over month in 2010 and 2011
Candidate Info
7
years in
workforce
4
years
at this job
23

Teller/banker

Communicated with over a hundred customers a day and ensured each one of their financial needs, goals and objectives were met and understood.

  • Customer Service and leading district with most clients closing's in district for consecutive quarters
  • Grew branch deposit base by 15 %, leading Queens region in customer referrals consecutive quarters
  • Maintain and balance cash drawer
  • Documented customer satisfaction on a daily basis and received recognition for outstanding customer service.
  • Used ability to multi-task to complete multiple daily activities including auditing cash boxes and buying and selling cash
  • Facilitate the fulfillment of customer banking requests by assessing needs, counseling/advising and applying the appropriate product/service matches.
Candidate Info
3
years in
workforce
9
months
at this job
AS
Business Administration
24

Relationship Banker

Actively managed a book of business of over 150 consumer and business clients.

  • Met with assigned clients regularly to profile and understand their changing needs and recommend bank products and services to help them achieve their goals.
  • Prospected for new business within my assigned territory. Utilizing cold calling, warm calling, networking, and marketing efforts.
  • Motivated teammates and developed action plans to increase sales.
Candidate Info
11
years in
workforce
2
years
at this job
Planning
Education
25

Business Banker/senior Banker

  • Developed and maintained profitable business account relationships by researching and understanding industry trends.
  • Partnered with business development personnel to identify major account opportunities and exceeding area goal by delivering $85 million in deposits and 50% credit approval rate.
  • Expedited business loan process by directly analyzing and processing financial documents to underwriting department.
  • Planned and implemented additional business solutions to underwriting management by presenting financial trends and forecasts using financial statements, bank statements, and tax returns.
  • Awarded Citistars on 5 out of 7 years for excellent customer service and sales performance.
Candidate Info
10
years in
workforce
7
years
at this job
BS
Finance
MS
Accounting And Financial Management
26

Assistant Manager, Customer Service Manager and Senior Personal Banker

  • Directed daily operations for a retail bank, including branch sales, business development, and customer service.
  • Responsible for hiring, training, supervising, and evaluating tellers to ensure best quality of customer service.
  • Managed a staff of 15 customer service representatives and tellers.
  • Maintained excellent business relations with small business owners and helped ensure customer satisfaction.
  • Participate in community events to position the bank as a leader within the territory. Met the needs of the branch on a daily basis certifying that auditing and compliance issues were met in a timely manner and to superior management satisfaction.
  • Balanced and maintained ATM and branch vault.
Candidate Info
6
years in
workforce
2
years
at this job
HS
American Sign Language
BA
Math
27

Banker

Cultivated relationships with prospects and existing customers

  • Maintained strong sense of compliance for company directives and procedures
  • Filed and maintained confidential customer and account information
  • Met and exceeded monthly goals finishing every quarter in the top 10% company wide
  • Took a leadership role when needed, took initiative in the leadership role to get tasks done
  • Accepted every opportunity extended to work with Community Affairs
Candidate Info
10
years in
workforce
3
years
at this job
AA
Associate of Arts
Education
28

Relationship Banker

Provided financial and credit services to Business & Personal clients. Services included commercial & residential lending, checking/savings accounts, cash management, and investments.

  • Established, developed, and deepen relationships with Business and Personal clients.
  • Generated business through customer profiling, cross selling, & networking.
  • Maintained & increased Branch deposits
  • Acquired over 3 million in new money assets.
  • Provided customers with a clear understanding of all technical aspects and benefits of JP Morgan products & services.
  • Established 20 new relationships month over month by cold calling, prospecting, and working leads.
  • Developed and implemented effective business plans targeted towards loans, deposits and fees.
  • Managed and developed the branch and individual sales processes to perfect the sales skills and product knowledge.
  • Involved & participated in community events in my immediate Branch area.
Candidate Info
6
years in
workforce
3
years
at this job
Spanish
29

Universal Banker

Work as a teller and both personal/business banker in an aggressive sales position

  • Responsibilities include: Branch Marketing, Account Opening (English/Spanish)
  • Onboarding New Colleague, Cash Management, Sales and Customer Relations
  • Offer personal financial consultation and maintain a positive customer relation
  • Promoted twice in first year. Highest authority credentials under Store Manager
  • Consistently Ranked Top 10 in Sales. Responsible for multiple million dollar clients
Candidate Info
4
years in
workforce
1
year
at this job
BS
International Business
Spanish
30

Personal Banker

  • Sold bank products and services to personal and business customers.
  • Referred customers to line-of-business partners for higher lending needs, investment and trust services.
  • Generated new leads through personal visits, marketing lists and cold calls to new, existing and prospective customers. Maintained sales database and various spreadsheets recording leads and sales information.
  • Assisted with hosting branch banking seminars and participated in many bank volunteer programs.
Candidate Info
24
years in
workforce
12
years
at this job
Education

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