Telephone Banker Resume Samples

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Telephone Bankers provide help to customers with their banking needs over the phone. Common job duties listed on a Telephone Banker example resume are taking incoming phone calls, answering to customer inquiries, managing client accounts, promoting financial products, evaluating customer eligibility for loans, and explaining bank policies. Those interested in a Telephone Banker career should be able to demonstrate the following skills in their resumes: knowledge of banking products, telephone etiquette, problem solving, effective communication, being able to work under pressure, and teamwork. Most Telephone Bankers hold a high school diploma or the equivalent and receive on-the-job training.

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1

Telephone Banker

Provided excellent service to customers calling acquiring about their banking accounts.

  • Managed to meet banking sales goals, and exceeded that goal every month
  • Resolved and found solutions for any and every situation
  • Sold banking products to customers based on their need and wants
  • Suggestive sales
Candidate Info
6
months in
workforce
6
months
at this job
2

Business-consumer TELEPHONE BANKER

  • Managed an average of 100 calls per day, servicing business and consumer accounts, while maintaining over 98 percent accuracy.
  • Evaluated the customers' financial status to select the most effective products.
  • Assisted with the onboarding process by training incoming personnel
Candidate Info
8
years in
workforce
1
year
at this job
BA
Communication
3

Consumer Financial Services-telephone Banker II

Provide accurate and efficient customer service for a high volume of inbound clients.

  • Assist customers with reconciling their accounts.
  • Provide information concerning bank products that are applicable to the customer's
  • Use problem solving skills to research and resolve customer's issues.
  • Awarded five Service Stars in recognition of outstanding leadership and exceptional
  • Selected to provide coaching and feedback for new hire staff.
Candidate Info
9
years in
workforce
4
years
at this job
BBA
Accounting
Accounting
4

Telephone Banker

Take ownership of each customer while empathizing and prioritizing customer needs

  • Resolve conflicts and manage customer expectations
  • Determine customer needs and provide appropriate solutions through relationship building
  • Problem Solving Skills
  • Make appropriate decisions on behalf of the customer quickly and effectively
Candidate Info
5
years in
workforce
4
months
at this job
Computer Science
5

Telephone Banker

  • Handled transactions via computer for customer accounts
  • Extended quality customer service and provided complete and accurate responses.
  • Promoted sales of new customer's accounts.
  • Guided customers through the internet and applications.
Candidate Info
3
years in
workforce
7
months
at this job
HS
High School Diploma
6

Telephone Banker

  • Acted as primary point of contact for customers regarding banking needs and products.
  • Developed and maintained working knowledge of [company name] products, policies and procedures
  • Acted as mentor to new or less experienced Telephone Bankers.
  • Explained benefits of financial services and upgrade features to existing customers.
  • Resolved 100% of complex issues requiring investigation and/or retrieval of records within 30
  • Exceeded 95% accessibility to customers at 97% respectively.
  • Maintained an average talk time of less than 3 minutes/call.
  • Exceeded average after work time of less than 5%, at 2% respectively.
  • Maintained 97% score on calls monitored.
Candidate Info
1
year in
workforce
1
year
at this job
7

Telephone Banker

Assisted customers with banking information pertaining to their bank accounts ex: Balance: transfers, transactions, detailed information of purchases)

  • Answered any questions regarding our policies pertaining their ability to manage their accounts in the best manner to their advantage.
  • Daily took assessments to keep up to date on banking policies
  • Assisted manager with monitoring other colleagues calls and daily performance.
  • Assisted with fees, monthly charges and merchant refunds and or deposits
Candidate Info
11
years in
workforce
3
years
at this job
HS
Graduate
C
Medical
8

Telephone Banker

Communicated with customers, resolved customer account concerns and errors, maintained clean and orderly work
space.

  • Able to keep calm under intense pressure
  • Multitasking while working with the customer
  • Learned de-escalation techniques for confrontational calls
Candidate Info
5
years in
workforce
3
years
at this job
9

Telephone Banker

  • Determine customer needs and provide appropriate solutions through relationship building Communication Skills
  • Resolve conflicts and manage customer expectations
  • Take ownership of each customer call while empathizing and prioritizing customer needs
  • Engage in interactive dialogue with customers through active listening Problem Solving Skills
  • Approach problems logically and with good judgment to ensure the appropriate customer outcome
  • Document customer account activities thoroughly and concisely
  • Abide by all applicable regulatory and department practices and procedures
Candidate Info
5
years in
workforce
1
year
at this job
HS
High School Diploma
10

Telephone Banker

Greet and communicate effectively with customers

  • Starts claims/transfers/online support
  • Providing outstanding world class customer service skills
  • Take initiative to help team members when floor support is unavailable
Candidate Info
4
years in
workforce
1
year
at this job
GED
GED
HS
High School Diploma

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