Personal Banking Representative Resume Samples

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Personal Banking Representatives are responsible for providing support to bank clients and recommending suitable financial products. Based on our collection of resume samples for Personal Banking Representative, essential duties are greeting clients, understanding their financial needs, maintaining their knowledge of bank products, promoting bank products and services to customers, opening and managing accounts, and addressing client concerns. Skills usually required to a Personal Banking Representative include knowledge of financial products, customer service, effective communication, problem solving orientation, being able to work under pressure, and computer competences. Most resumes in the field mention a Bachelor’s Degree in finance or economics.

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1

Personal Banking Representative Ii/investment Associate

Recognized in top 5 of Licensed Bank Employees in the NJ Metropolitan Region achieving 148% of branch sales goals

  • Generated more than $200,000 in revenues during the 4th quarter 2014
  • Presented a full range of banking services to individuals emphasizing personal financial counseling with superior customer service
  • Assisted with training and developing existing / new team members in achieving branch sales goals while maintaining high customer service quality
  • Cross sold consumer and business deposit products, retained and expanded relationships with new and existing clients
  • Supported Branch Manager reaching operational goals resulting in an above average audit.
  • Represented bank in community outreach events
Candidate Info
14
years in
workforce
14
years
at this job
BS
History
2

Licensed Personal Banking Representative

Responsible for servicing new and existing clients with their financial needs, writing business investments and referring customers to Financial Advisors.

  • Exceeded branch sales and investment goals through innovation, dedication and teamwork.
  • Generated new business through consumer profiling and needs analysis.
  • Utilized cross selling techniques to grow existing relationships.
  • Shop reviews consistently resulted in 100% scoring.
  • Selected to assist other branches with investment campaigns.
  • Assisted with staff training and coaching to ensure 100% customer service at all times. Conducted meetings aimed at increasing sales, staff motivation and partnership.
Candidate Info
19
years in
workforce
8
years
at this job
BA
Early Childhood Education
3

Licensed Personal Banking Representative II

  • Honored as Top Performer 2015 for consistently achieving sales goals with a combined yearly average of 151% to goal
  • Increased performance by 53% in 2015 by evaluating daily success habits building my knowledge and skill set, and creating systems for productivity
  • Created system to track performance, profitability, and follow-up for new account openings while nearly eliminating the potential for account scrub
  • Trained and coached other district bankers on customer service, sales, and productivity while developing a personalized plan to achieve branch and personal sales goals
Candidate Info
25
years in
workforce
3
years
at this job
AAS
Baking And Pastry Arts
4

Senior Personal Banking Representative II

Originated new loans; counseled customers in person and online to complete loan applications.

  • Consistently meet established goals for opening personal savings, checking, & CC accounts.
  • Consistently meet established goals for opening business & merchant accounts.
  • Provided excellent customer service; fielded and resolved customer issues, and consulted customers on all banking products.
  • Successfully conducted presentations at Aventura Hospital, Gulfstream Park, Calder Race Course, Calder Casino, Barry University, etc.
Candidate Info
15
years in
workforce
4
years
at this job
BA
Administration
Bank Products
5

Personal Banking Representative

Accurately opened and processed customer accounts.

  • Analyzed customer's financial needs and matched those needs to the appropriate Sovereign product.
  • Processed Loans from taking of application to closing.
  • Delivered excellent" Red Carpet" customer service in handling all customers' financial needs.
  • Solved customer concerns quickly and efficiently.
  • Achieved top salesperson of my peers for my district in 2008.
Candidate Info
17
years in
workforce
6
years
at this job
Business
6

Senior Personal Banking Representative

Also held positions as Branch Manager, Assistant Branch Manager, and Small Business Banker

  • Sold and serviced both bank and insurance products using consultative selling skills
  • Grew deposit base from $9,000,000.00 to $13,000,000.00
  • Consistently met or exceeded Corporate Deposit, Cross Sell and Investment goals for the branch
Candidate Info
29
years in
workforce
14
years
at this job
Management
7

Personal Banking Representative I

Provided World Class Customer Service which met and exceeded the customer's expectations. Analyzed and determined the financial needs of each customer, matched this need to the appropriate product or service; grew profitable customer relationships based upon customer satisfaction. Demonstrated an in-depth knowledge of all consumer products and services.

  • Developed new relationships with new consumer and business accounts based on customers need,
  • Processed loan applications and closed loans according to federal and company regulations and guidelines.
  • ATM custodian that performed Daily and Weekly audits in compliance within the banks policy and procedures.
Candidate Info
14
years in
workforce
2
years
at this job
BA
Business Administration
8

Personal Banking Representative

  • Generated business for the bank through existing and new clients.
  • Cold call sales to obtain new business.
  • Assisted tellers and Customer Service Associate with their referral goals and their individual growth within the bank.
  • Managed the branch when the cluster’s manager was not in the branch.
Candidate Info
9
years in
workforce
1
year
at this job
Liberal Arts
9

Personal Banking Representative

Provides service to new and existing clients by promoting, selling, and opening bank deposit services.

  • Meet and exceeds expectations in regards to deposit growth and loan growth.
  • Assists clients with problems or questions concerning their accounts. Explains service charges, statement problems, product features, etc.
  • Builds and maintains relationships with clients.
  • Provides a superior level of service by identifying clients needs and recognizing and acting upon opportunities to refer and sell service and products by the bank.
Candidate Info
26
years in
workforce
4
years
at this job
BBA
Marketing
10

Personal Banking Representative

  • Develop and maintain client relationships by providing excellent customer service and building rapport
  • Retain customer relationships by actively cross selling and efficiently resolving problems
  • Deepened customer relationships by providing outstanding customer service following a focused cross selling strategy.
  • Frequently exceeding sales goals and regularly a top performer in the branch
  • Effectively communicate with Spanish speaking clients to provide relevant solutions to meet their needs
  • Expert in checking, savings, money markets, CDs, IRAs, loans and lines of credit
Candidate Info
14
years in
workforce
10
years
at this job
AS
Journalism

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