Professional Banker 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

Professional Bankers are able to perform a variety of banking functions, from opening new accounts to handling transactions. Typical duties listed on a Professional Banker resume are overseeing financial activity, building customer databases, attending networking events, providing information about investment options, and solving customer issues. Based on our selection of example resumes for this position, the most sought-after skills in a Professional Banker are finance knowledge, business acumen, computer operation, good numeracy skills, and customer focus. Education requirements include a degree in economics or finance and training in areas such as statistics, business calculus, investment theory, and risk management.

Looking for job listings? Check out our Professional Banker Jobs page.

Want 2-3x more interviews (guaranteed)? Get a Professional Resume Rewrite from ZipJob

1

Professional Banker Consultant

Opened and closed individual checking accounts, savings accounts, and small business accounts, at different levels of ownership such as individual and joint

  • Efficiently issued and cashed Certificates of Deposit, Official Checks, Money Orders, and Traveler Checks
  • Successfully performed various types of monetary transactions, such as international wire transfers, deposits, and withdrawals
  • Scanned and inspected for fraudulent checks and followed proper protocol when suspicious checks where found
  • Organized marketing events at small local businesses to promote products and services, created presentations to explain the benefits of direct deposit to employees, and closed all marketing events by opening employee accounts
Candidate Info
2
years in
workforce
1
year
at this job
BS
Marketing
2

Professional Banker Trainee, Consumer Group

Selected to participate the Citibank Personal Banker Trainee Program, 17 out of 300+; trained for superior consumer banking knowledge and sales skills.

  • Evaluated client portfolios, performed quantitative and qualitative research on market trends and fund performances to provide optimum holdings for clients.
  • Expanded client base by six within one month; introduced Citibank financial products and services and tailored suitable wealth management plan to address customer needs.
  • Managed financial services to CitiBlue and CitiGold members, offering updated financial news and professional suggestions to address customer inquiries.
Candidate Info
2
years in
workforce
1
year
at this job
BS
Banking & International Finance
MS
Accounting
3

Professional Banker

Developed meaningful relationships with clients to promote loyalty

  • Identified a minimum of eighty customer needs per day and advised clients accordingly
  • Effectively communicated solutions using logic and reason, tailoring products to specific needs
  • Opened a minimum of eight accounts per week to deepen bank relationship
  • Reconciled bank tickets daily
  • Consistent attention to detail and precise cash handling
  • Maintained privacy, adhering to policy, ethics, and due diligence
Candidate Info
4
years in
workforce
2
years
at this job
BA
International Business
4

Professional Banker / Personal Banker

Help customers identify and achieve their financial goals by recommending appropriate products and services. Proactively source, acquire, expand and retain customer relationships while maximizing sales opportunities. Assist the branch manager in administering branch activities and supervising employees.

  • Transform service transactions to appropriate sales opportunities according to customer need
  • Develop strategies to grow client base and implement sales plans to target prospective customers
  • Cross sell banking services, resulting in deeper customer loyalty and increased revenues
  • Assist in hiring of tellers; supervise, coach and ensure participation in corporate orientation and training programs
  • Complete reports and perform general office duties in addition to processing and balancing transactions
  • Oversee human resources functions, including schedules, discipline, compensation and personnel evaluation
  • Improved customer retention by over 25%; met all branch and personal sales goals and recognized as top salesperson
Candidate Info
20
years in
workforce
15
years
at this job
BS
Business Administration
MA
Business Administration
5

Professional Banker

Performed assigned duties related to the handling of customer transactions, responsible for $25,000 + cash daily.

  • Supported administrative staff and team members as needed & assisted with balancing and closing of the bank.
  • Processed incoming and outgoing mail, maintained all files.
  • Processed customer transactions, such as deposits, withdrawals, assist customers with reconciliation of check books, issued money orders, cashier checks, travelers' checks, temporary checks and foreign currency.
  • Assisted customers with new bank products, problems, complaints and balancing their check books.
  • Knowledge of bank products and services with the ability to cross-sell.
Candidate Info
18
years in
workforce
4
years
at this job
C
Police Science
Real Estate
6

Professional Banker / Personal Banker

Help customers identify and achieve their financial goals by recommending appropriate products and services. Proactively source, acquire, expand and retain customer relationships while maximizing sales opportunities. Assist the branch manager in administering branch activities and supervising employees.

  • Transform service transactions to appropriate sales opportunities according to customer need
  • Develop strategies to grow client base and implement sales plans to target prospective customers
  • Cross sell banking services, resulting in deeper customer loyalty and increased revenues
  • Assist in hiring of tellers; supervise, coach and ensure participation in corporate orientation and training programs
  • Complete reports and perform general office duties in addition to processing and balancing transactions
  • Oversee human resources functions, including schedules, discipline, compensation and personnel evaluation
  • Improved customer retention by over 25%; met all branch and personal sales goals and recognized as top salesperson
Candidate Info
20
years in
workforce
15
years
at this job
BS
Business Administration
MA
Business Administration
7

Licensed Professional Banker

Managed book of business for existing clients and identified cross-selling opportunities.

  • Recognized financial solutions by establishing new bank accounts for consumer and business clients.
  • Well-trained in profiling new customers to ensure satisfaction with all recommended Chase products.
  • Successfully identified investment and retirement solutions for all customers.
  • Processed various loans and lines of credit to include: personal, business, and home equity.
Candidate Info
12
years in
workforce
6
years
at this job
BA
Business Administration
MA
Education / Adult Education And Training
8

Professional Banker

Responsible for selling and maintaining all financial bank products and generating potential business for financial consultants

  • Opened and maintained customer accounts and built strong customer relationships
  • Assisted customers in the loan process from start to finish
  • Accountable for communicating all bank procedures to customers and other employees, also identify and resolve conflicts
  • Assist customers with all changes and maintenance regarding their personal and professional accounts
  • Responsible for achieving quarterly sales goals for personal and business checking, new money deposits, loans, and business partner referrals
  • Review and authorize legal documents regarding customer accounts
Candidate Info
24
years in
workforce
4
years
at this job
C
Certificate
9

Professional Banker & Customer Service Representative

Opened and closed personal & business accounts

  • Maintained and managed client financial records for immediate response to various needs
  • Provided teller customer service customer
  • Researched and addressed customer concerns about account activity
  • Consulted and educated customers financial products and services
  • Reconciled cash flow balance at the end of the business day
Candidate Info
10
years in
workforce
2
years
at this job
AS
Applied Business Science & Accounting
BA
Social Work
MA
Social Work-c&f Development
10

Professional Banker

Managed a portfolio of affluent households

  • Increased market shares by reviewing and meeting customer's needs for products and services
  • Consistently met and exceeded goals
  • Promoted to Assistant Vice President
Candidate Info
48
years in
workforce
9
years
at this job
BS
Business Management
MA
Master of Arts

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