Banking Assistant Resume Samples

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Banking Assistants help bank customers to handle their deposits and payments. They support the bank with various operational aspects and complete duties like gathering customer data, checking customer payments, assessing customer credentials, inspecting loan documents, and following banking guidelines to ensure security. A well-written resume sample for Banking Assistant should mention skills like banking operations knowledge, customer service training, listening skills, computer proficiency, and good numeracy skills. Most resumes in the field make display of at least an Associate’s Degree in finance or banking.

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1

Commercial Banking Assistant

Provided assistance to five Senior Vice Presidents

  • Prepared due diligence and provide necessary information to loan documentation for preparation of loan documents
  • Forwarded complete loan packages for funding and booking
  • Maintained credit files, monitor and clear account exceptions for lender
  • Prepared wire transfer requests and loan/checking account transactions
  • Generated reports for lenders.
  • Assisted in opening of new accounts for existing and new customers
  • Handled and follow through to bring discrepancies and/or issues to a satisfactory conclusion
  • Provided direct service to customers
Candidate Info
Spanish
2

Business Banking Assistant

  • Provide administrative support to the Vice-President in collecting and updating residential appraisals and inspection sheets.
  • Honed strong attention to detail to ensure funds are allocated appropriately.
  • Assisted in the implementation of converting paper files to electronic versions.
Candidate Info
5
years in
workforce
1
year
at this job
BA
Business & Political Science
3

Senior Business Banking Assistant

Held positions of Commercial Banking Assistant I and II

  • Served as the primary contacts between lenders, title companies, insurance agents and customers
  • Kept accurate records in Microsoft Word and Excel
  • Utilized computer systems to set up loans
  • Provided customer service by answering inquiries via telephone
  • Filed loan documents, insurance papers and loan folders
  • Point person for organizing loan files for auditing
  • Filled in at reception desk answering multi-line telephone system
Candidate Info
43
years in
workforce
11
years
at this job
AAS
Marketing
4

Electronic Banking Assistant

  • Assisting customers over the telephone with debit card problems.
  • Working fraud tickets and loading tickets into the database.
  • Balancing bank ATM's
  • Answering telephone calls from customers needing assistance.
  • After hours phone
  • Preparing and sending the daily ACH file to the Federal Reserve.
Candidate Info
6
years in
workforce
1
year
at this job
HS
High School Diploma
AA
Associate of Arts

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