Personal Banker Resume Samples

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Personal Bankers help clients manage their money in order to balance their rates of risk and return. Skills found on example resumes of Personal Bankers include processing new account transactions, assisting customers in their selection of accounts and financial services, and cross-selling bank products and services. Those interested in pursuing a career as a Personal Banker must have a strong knowledge of the banking industry and investing practices. While academic and licensing requirements for Personal Bankers can vary based on their specialty, employers will seek out candidates who list a bachelor's degree as their educational background on their resumes.

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1

Personal Banker

Assisted branch with acquiring new customers by canvasing local business.

  • Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Maximized on sales behaviors to increase individual consumer, business, and lending goals.
  • Consistently recognized as top performer with balanced production in the district.
Candidate Info
4
years in
workforce
1
year
at this job
HS
High School Diploma
AS
Business
2

Personal Banker Ii/small Business Specialist

Exceptional Customer Service Provider.

  • Top 5% in district for sales: consumer and small business deposit accounts; trust, estate, and donation accounts; consumer and small business loans, lines of credit, and credit cards; and home equity loans and lines of credit.
  • 4 years of experience in developing sales prospects.
  • Established and maintained close business relationships with partners to help improve customer satisfaction.
  • Increased bank revenue by 20%
Candidate Info
2
years in
workforce
4
months
at this job
AS
Business Management
3

Senior Personal Banker / Loan Officer

Responsible for offering and selling financial products and services to both consumer and small business customers.

  • Developed and retained and deepened long-term relationships with current and potential customers in the community.
  • Trained and supported other sales associates and cross trained tellers
  • Ensured that customer concerns were handled efficiently to maintain positive customer relations
  • Demonstrated confidence as an experienced loan officer
  • Utilized strong analytical and problem solving skills to derive innovative solutions.
Candidate Info
7
years in
workforce
1
year
at this job
AA
Associate of Arts
BS
Entrepreneurship / Small Business Management And Marketing
4

Personal Banker

  • Exceed sales goal over 100% by surpassing monthly target goals
  • Generate more than $100k revenue monthly by engaging in conversations with high net worth retail and business clients
  • Conduct detailed financial reviews to sell appropriate products to fit client needs
  • Lead morning huddles to optimize team approach to achieving daily sales goals
Candidate Info
14
years in
workforce
1
year
at this job
BA
Economics
5

Personal Banker/ Business Advocate

Submitted loan applications, mortgage referrals, and opened new deposit accounts for consumer and business clients.

  • Proactively contacted existing clients with recommendations to help them achieve financial success.
  • Exceeded quarterly sales goals the last four consecutive quarters.
  • Appointed to Presidents Council, a group that meets quarterly with upper level management to affect policy change.
  • Consistently ranked in the top five for sales in a district of over seventy bankers.
  • Performed daily audit of tellers and cash vault.
  • Advised small business clients on how to form an LLC or become incorporated.
Candidate Info
10
years in
workforce
2
years
at this job
BA
Interdisciplinary Studies
6

Personal Banker, Small Business Specialist

Acquired, retained, deepened and managed relationships with my customers and provided additional focus to my small business clients.

  • Created outstanding customer experience and also helped the branch meet sales objectives.
  • Managed an assigned portfolio of customers and proactively met with them to help discover their financial needs.
  • Partnered with our loan officers, business bankers, and financial advisors to ensure my customer got access to experts who can assist them with their specialized financial needs.
  • Managed the branch in the absence of the manager.
Candidate Info
9
years in
workforce
3
years
at this job
HS
High School Diploma
7

Personal Banker

Interacting with customers in providing a number of services ranging from important advice about their accounts, problem resolution, and solving issues. Selling financial services and meeting targets. Prepared and reviewed cost reports. Handed budget management functions.

  • Organized and removed online banking files no longer in use
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Created strategies to develop and expand sales of services to existing customer.
  • Received regional branch award for a 20% sales increase.
Candidate Info
7
years in
workforce
2
years
at this job
BS
Sociology
BS
Business Administration
MBA
Finance / Project Mgt
8

Small Business Specialist/ Personal Banker

Promoted to become only one small business specialist in the branch after first year

  • Received top annual bonus in the branch in two consecutive years
  • Added value by generating growth in balances and utilizing proactive approach
  • Took a lead role in creating an outstanding customer experience and beyond services
  • Prospected and identified new business opportunities by helping all team
  • Assigned high balance customers' portfolio and proactively met with them to discover their financial needs
  • Partnered with specialists (Loan/ Mortgage Officers, Financial Advisors), to ensure customers get access to experts
Candidate Info
7
years in
workforce
3
years
at this job
AS
Finance / Accounting
BA
Business Administration & Foreign Trade
MA
Management
9

Personal Banker

Strengthened partner networks, created new business opportunities, understand customers' financial needs and cross sell products and services to clientele. Achievements as Personal Banker include:

  • Earned Bronze Level Payout for loaning over […] in Quarter 3 2014
  • Awarded Outstanding Service Award for 10 Consecutive Perfect Score Surveys from customer experiences.
  • Reached 147% in Daily Average Proxy Quarter 3 2014.
  • Exceeded in Partner Referral Goals with 133% Quarter 3 2014.
Candidate Info
20
years in
workforce
2
years
at this job
BS
Bachelor of Science
10

Acting-manager & Personal Banker II

Advised high-value clients by supporting their overall financial planning, including goals and projections. Mentored new bankers by leading referral and customer service trainings.

  • Acting-manager for three month and ensured branch was fully operational
  • Advised high-value clients ($250,000 plus in assets)
  • Promoted from within six months of employment
  • Nominated 'Business Champion' for ability to generate business with surrounding community
Candidate Info
3
years in
workforce
3
years
at this job
C
Business
C
Manufacturing

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