Retail Banker Resume Samples

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Retail Bankers can work in several capacities, whether they are tellers, loan clerks, or customer service representatives, but a Retail Banker's main objective is to serve as a customer service representative for the bank in which he or she works. Skills listed on sample resumes of Retail Bankers include marketing and selling bank products and services to potential customers, and participating in sales and marketing activities for the purpose of meeting branch sales goals and objectives. Those interested in applying for a Retail Banker position should have at least a high school diploma on their resumes.

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1

Retail Banker

Conducted daily monetary transactions in excess of $10,000.

  • Organized and prepared daily transactions profile for branch management.
  • Courteously assisted over 100 Spanish and English speaking customers per day in a high-pressure and fast-environment.
  • Assist customers with decisions with financial problems.
Candidate Info
10
years in
workforce
3
years
at this job
Business Administration Of Applied Science
2

Retail Banker

Performed daily accounting maintenance per approved bank procedures

  • Participated in marketing campaigns in and out of the location to help grow the business and establish a connection in the community
  • Helped to train and mentor new employees to foster solid business relationships
  • Provided ongoing customer service from account setup forward
Candidate Info
17
years in
workforce
6
years
at this job
BS
Wildlife Biology
3

Retail Banker

Open Checking, Savings, Certificates of Deposit, and Individual Retirement Accounts while assuring all policies and procedures are held to the highest standard

  • Manage and process lines of credit for potential and exciting customers
  • Promote and maintain positive relations with all contacts, customers and potential
  • Manage wide variety of customer service procedures to ensure they are conducted to the highest standards
  • Responsible for cash drawers in excess of $15,000
  • Supervised monthly audits to ensure bank's operational performance
Candidate Info
10
years in
workforce
4
years
at this job
BA
Bachelor of Arts
4

Retail Banker

Process teller transactions, open new accounts and balance a cash drawer timely and accurately.

  • Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives.
  • Counting vault and cash-handling of +$5000.
  • Cross-sell banking services and products to clientele.
  • Demonstrating excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.
  • Counting all packages making sure everything is correct
  • Manage the store room, and set up deliveries for drivers
Candidate Info
3
years in
workforce
2
years
at this job
AAS
Graphic Design
5

Retail Banker

Complete standard bank teller transactions with 100% accuracy.

  • Assist customers with account questions and issues.
  • Recruit new customers and open new accounts. Average of 15-20 new accounts per month.
  • Promote new and additional bank products to new and existing customers.
  • Provide temporary managerial coverage.
  • Conduct courtesy calls for collections and offer solutions.
Candidate Info
47
years in
workforce
5
years
at this job
AS
Arts
6

Retail Banker

My role is to broaden and deepen the bank's relationship with new and existing clients by placing heavy emphasis on cross sales to our mortgage, cash management, and investment consultants.

  • Outbound business development by engaging the community through canvassing and public events.
  • Fix problems no matter the issue as quickly and efficiently as possible.
  • Exceed the needs of all high-net-worth business and personal clients.
  • Exceed sales goals through effective portfolio management.
  • Clearly communicate the banks message to both new and existing clients.
  • Originate and execute sales event initiatives for [company name].
Candidate Info
9
years in
workforce
4
years
at this job
C
International Media
BS
Business Administration
MA
Communication And Leadership Studies Graduate Student
7

Retail Banker

Sell and discuss banking products and services to customers

  • Assisted with deposits, withdrawals, monetary exchange, and money orders
  • Worked on daily bookkeeping, accounting, and auditing
  • Build relationships with various clientele to develop marketing plans
  • Maintained working knowledge of current federal regulations regarding banks
Candidate Info
8
years in
workforce
4
years
at this job
BA
Government
MA
Political Science
8

Retail Banker

Process teller transactions. Responsible for balancing and counting teller drawer.

  • Provide account assistance to customers by phone, in person, and by mail.
  • Open new accounts for customers, as well as making changes as requested by existing customers.
  • Accept and process loan applications and conduct loan interviews.
  • Demonstrate proficiency with regard to policies, procedures, and products pertaining to customer transactions.
  • Responsible for balancing bank vault daily, filling atm weekly, and performing audits as needed.
  • Responsible for data entry, inputting branch goals and objectives using Microsoft Office
Candidate Info
15
years in
workforce
3
years
at this job
HS
High School Diploma
9

Retail Banker

Responsible for maintaining in-depth product knowledge and services offered

  • Conduct outbound calls by use of referrals, telephone or in-person calls
  • Provide transactional customer service including but not limited to accepting and processing of deposits, withdrawals and payments
  • Ensure compliance with all federal, state and local regulatory laws
  • Assist in the coaching and training of other staff members
  • Maintain all audit and security policy and procedures in accordance with Bank policy
Candidate Info
9
years in
workforce
6
years
at this job
C
Anatomy And Physiology
Medical
10

Retail Banker

Quickly adapted to the banks custom software for managing accounts.

  • Performed and maintained assistant branch manager duties while managerial staff was away for vacation and maternity leave.
  • Proficient with opening and closing accounts as well as handling all appropriate documentation on paper and otherwise.
  • Performed an average of 45 to 100 teller transactions per day in a timely and organized fashion.
  • Prioritized customer issues based on branch standards as well as resolved customer concerns and account enquiries with strong verbal and negotiation skills.
  • Built and maintained successful relationships with retail and business customers.
  • Handled sensitive customer information in a professional manor on a regular basis.
  • Handled and processed cash transactions and shipments in large quantities.
  • Helped maintain all branch paperwork and filing in an orderly fashion based on branch standards.
  • Volunteered at elementary schools to teach children financial literacy via the Junior Achievement program.
Candidate Info
8
years in
workforce
2
years
at this job
Dance Theatre
English And Graphic Design
Library Student Council

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