Personal Banking Officer Resume Samples

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

Personal Banking Officers provide advice to bank customers and help them solve various issues. Essential job duties seen on a Personal Banking Officer resume sample are greeting customers, answering to their inquiries, selling financial services, updating client accounts, building customer databases, and attending networking events. Successful resume examples for Personal Banking Officer mention skills like knowledge of financial products, customer service skills, a professional appearance, strong communication and interpersonal abilities, and computer competences. A college degree and training in finance and banking are required for this job.

Looking for job listings? Check out our Personal Banking Officer Jobs page.

Want personalized resume advice? Get a FREE Resume Review

1

Financial Specialist & Personal Banking Officer

Developed and cultivated successful financial relationships with current and new clients by astute assessment of banking, loan and investment needs

  • Consistently exceeded established deposit, loan and referral goals
  • Developed sales strategies through retention, acquisition and expansion of existing and new client relationships
  • Optimized client relationships by providing superior levels of service
  • Successfully referred business to Mortgage, Investments and Business Banking units to assist branch in attaining goals
Candidate Info
6
years in
workforce
6
years
at this job
BA
Art History
2

Personal Banking Officer

  • Ranked #1 in total sales for Milwaukee metro market for 8 consecutive months from March 2011 - November 2011.
  • Lead monthly banker meetings focusing on bank operational updates and crossing selling opportunities.
  • Generated new business by cross selling personalized banking products, services suited to various financial
  • Actively participated in outbound sales calls to customers and prospects through daily outbound call sessions.
  • Provided accurate transaction information for client's accounts, answered complex loan questions for high net worth
Candidate Info
4
years in
workforce
2
years
at this job
BS
Marketing & Finance
3

Personal Banking Officer II

  • Named Personal Banking Officer by Frost Board of Directors
  • On pace to achieve Circle of Excellence for 2016 and currently ranked 3rd in Houston Region
  • Achieved Statewide Circle of Excellence for retail sales in 2015
  • Assist clients with opening of new accounts, loans, and performed account maintenance
  • Communicated potential client leads with other lines of business.
  • Performed routine client portfolio calls to ensure high level of customer service.
Candidate Info
10
years in
workforce
3
years
at this job
AA
Business
4

Personal Banking Officer

  • Educate new and existing customers about the features and benefits of [company name] consumer and commercial products
  • Open and close accounts and perform account maintenance functions
  • Additional responsibilities include processing check orders, troubleshoot and issuing debit cards, and processing teller transactions in a back-up capacity
  • Active participate in sales initiatives and specialized phone queues
  • Mortgage and consumer loan origination
Candidate Info
5
years in
workforce
3
years
at this job
BS
Archaeology
MA
Finance

Free Professional Resume Critique

We have partnered with TopResume to bring you a FREE resume critique service. Upload your resume and within 48 hours TopResume will email you a detailed analysis of what hiring managers and automated systems think of your resume – and how to improve it.

Browse
Upload Resume File