Phone Banker Resume Samples

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Phone Bankers assist clients of financial institutions so they don’t need to travel to banks in person. Activities a Phone Banker completes every day include handling transactions, solving financial issues, answering to customer questions, offering solutions, and using bank applications. Those interested in a Phone Banker position should showcase in their resumes knowledge of bank policies, customer service focus, computer operation skills, telephone etiquette, problem-solving orientation, and teamwork. Eligible example resumes make display of a high school diploma or the equivalent. On-the-job training is usually provided.

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1

Phone Banker

Respond and analyze to customers' concerns and help them define their financial goals. Explain custom options with customers in accordance with policy provisions. Collaborate with insurance agents and mortgage specialists to correct errors, rectify and investigate questionable issues.

  • Provided optimum service to accountholders, negotiated fair settlements and identified fraudulent claims.
  • Selected by supervisor to assist with training of new employees; resolve complex claims-processing issues; and monitor claim status updates
  • Maintained a superior quality rating in file handling and claims resolution from 2010 to 2012.
Candidate Info
4
years in
workforce
2
years
at this job
Accounting
2

Phone Banker

Handled incoming calls from [company name] customers answering and resolving issues on personal savings, checking and lines of credit accounts

  • Provided confidential information to caller only after properly authenticating caller in accordance to set policy and procedures
  • Met and exceeded very strong sales goals on a daily basis with referring additional [company name] bank products and services
  • Solved complex problems with multiple software programs simultaneously in a timely manner
  • Handled escalated issues very well and worked to diffuse situations to ensure customer satisfaction.
  • Demonstrated appropriate and professional phone skills, exhibited composure and patience at all times
Candidate Info
5
years in
workforce
7
months
at this job
GED
GED
3

Phone Banker II

Utilized banking product knowledge to expand customer relationships through consultative sales.

  • Promoted [company name] products and services to meet the banking needs of customers.
  • Solved complex problems with multiple software programs.
  • Flourished in a team environment that thrives in meeting goals and ensuring top-notch customer service
  • Remain compliant and up to date on both Federal and [company name] policies and regulations.
  • Maintained and exceeded sales quota of 26% referral rate and 9% transfer to sales. 70 calls per day averaging $5.00 proxy per call
  • Maintained a 93% schedule adherence.
Candidate Info
11
years in
workforce
2
years
at this job
4

Phone Banker

Handled up to 100 inbound calls a day from customers regarding question about their accounts

  • Maintained an average call handling time of 6 minutes
  • Communicated with other departments to resolve customer issues
  • Provided one-on-one feedback
  • Mentored and coached on performance
  • Assisted with teach new hires training on policies and procedure
  • Reviewed data and report tends to management
Candidate Info
8
years in
workforce
2
years
at this job
HS
High School Diploma
5

Phone Banker

Assists consumer customers with their financial banking needs while also identifying products and services that will help them achieve their short-term and long-term financial goals

  • De-escalates calls by providing friendly and courteous customer service and quick resolutions, while following proper protocol and procedures
  • Promoted to Phone Banker 2 after achieving Level 3 Rating for first 6 months on the job
  • Charlotte Consumer Top Performer Third Quarter 2013 with the Highest Quality Assurance Performer in Charlotte Consumer
  • Consistently meets and/or exceeds expectations in all metrics including Customer Service (KDM), Quality Assurance, Referral Rate, Warm to Sales, Adherence, Core Solutions and Proxy
  • Up-to-date on all mandatory training and compliance including banking rules and regulations
Candidate Info
17
years in
workforce
3
years
at this job
BA
Bachelor of Arts
6

Phone Banker

  • Assisted 100+ Bank customers with personal account inquiries.
  • Assessed customer accounts and advised them on services and products for banking needs.
  • Resolved customer questions and complaints and gave information on policies and regulations.
  • Introduced customers to personal bankers and other departments about products and services.
  • Excelled in meeting and exceeding daily goals
Candidate Info
5
years in
workforce
9
months
at this job
7

Phone Banker

  • Achieved top Customer Satisfaction scores by addressing each customer with a helpful friendly tone, empathy and solutions. Q3-75.6% Level 4
  • Highest personal MPP for Q3 finishing at 3.35 overall - this was obtained by daily goal setting and following through with behavioral commitments.
  • Was a top AHT contributor to the team Q3- 251 Level 4. This consistency was due to my product knowledge and using resources to better help customers in a timely manner.
  • Held a level 3 performance in sales YTD. Accomplished this listening to my customer's needs, using ECPR, and following through with the PACT model. This allowed for me to help customers succeed financially.
  • Was promoted to a Phone Banker 2 by being a level 3 or higher in my MPP for a 6 month trending.
Candidate Info
3
years in
workforce
6
months
at this job
HS
High School Diploma
8

Phone Banker

Serviced the transactional needs of all [company name]ing & loan customers via inbound telephone contact.

  • Assisted customers with online accounts and features of eService
  • Supported daily operations by processing documents, importing data, recording information, and maintaining records using considerable knowledge of department policy and procedures.
  • Resolved issues and escalated unresolved concerns (as needed) to senior staff members or management for guidance and resolution.
Candidate Info
12
years in
workforce
2
years
at this job
9

Phone Banker

Thrived within busy, high-volume environment requiring the ability to prioritize and provide exceptional customer service.

  • Recognized by management team for customer service excellence and outstanding job performance.
  • Regularly singled out on comment for "going above and beyond expectations" and "providing outstanding service and attention to Customers."
  • Anticipated and met guests' needs while working efficiently in a fast-paced environment.
  • Demonstrated fast learning capacity, flexibility and versatile skill-set.
Candidate Info
4
years in
workforce
1
year
at this job
HS
High School Diploma
10

Phone Banker

Assist customers by resolving customer concerns over the phone by offering products and services that meet customers' ongoing financial needs.

  • Consistently met sales goal by remaining at a level five for the amount of products closed, products referred, and core solutions for each quarter.
  • Receive frequent recognition and rewards for exceeding sales goals while caring deeply about providing exceptional customer service.
  • Work in an inbound call center answering calls from current and prospective customers.
  • Think critically, solve problems, and develop customer relationships one customer at a time.
  • Consistently achieve a quality assurance score that meets or exceeds all objectives in the customer connection incentive compensation plan.
Candidate Info
4
years in
workforce
2
years
at this job
BS
Interdisciplinary Studies

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