Universal Banker Resume Samples

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Universal Bankers complete a wide range of tasks in financial institutions, such as opening new accounts, providing customer service, ensuring quality, identifying business opportunities, recommending the right solutions for each customer, and implementing bank procedures. Based on our selection of example resumes for Universal Banker, the ideal candidate should demonstrate financial expertise, multitasking, accuracy, integrity, good numeracy skills, and customer focus. Employers select resumes showcasing a Bachelor’s Degree in finance or economics and training in investment theory, risk management, and statistics.

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1

Universal Banker

Responsible for detailed knowledge on all aspects of retail banking, including teller activities, personal banking and customer service

  • Capable of performing any of the Universal Banker functions to enhance the customer experience
  • Provide daily sales reports to the area director with a breakdown of daily sales, branch and individual staff productivity
  • Implemented action plans when branch goals are not met, resulting in increased revenue
  • Achieved personal sales goals in 10 out of 12 months in fiscal year 2010
  • Planned and coordinated events such as conferences, customer appreciation and employee appreciation events
Candidate Info
11
years in
workforce
1
year
at this job
BBA
Business Management
2

Universal Banker/loan Officer

Anticipated cash shipment needs, taking into consideration historical trends and upcoming holiday needs.

  • Managed 300 plus customer accounts by building relationships and using excellent customer service to satisfying individual needs.
  • Identified lending and sales opportunities for mortgage lending, new account, and cross-selling opportunities.
  • Actively participated and represented [company name] in Chesterfield Chamber of Commerce meetings and events, implemented a high level of networking skills.
  • Assisted tellers in daily transactions and was assigned supervisor override authority for higher value transactions.
  • Mastered the write up of loan documents as well as the use of Banker and Teller programs.
Candidate Info
14
years in
workforce
3
years
at this job
BS
Planning
3

Universal Banker

Arranged workplace and camp[company name]ing events to meet new customers and uncover financial needs in the community.

  • Created and maintained an organizational system for official bank documents and records
  • Contacted leads daily to schedule appointments for an overview of their finances and valuable products and services.
  • Monitored branch profit and loss reports for outstanding accounts to detect and prevent losses
  • Managed a teller drawer and window
  • Received 2012 100% customer loyalty scores award with [company name]
Candidate Info
5
years in
workforce
2
years
at this job
AS
Liberal Arts
4

Universal Banker

Recommended, serviced, and opened account options to best suit customer needs.

  • Facilitated ordering materials and supplies to ensure 100% branch functionality.
  • Maintained regular compliance training to remain within protocol at all times.
  • Provided exemplary customer service resulting in increased branch satisfaction scores.
  • Facilitated off site seminars for businesses concerning fraud and identity theft
  • Held off-site account openings providing convenience to customers and their employers.
  • Generated and processed sales leads resulting in positive branch goals.
Candidate Info
26
years in
workforce
3
years
at this job
C
Accounting
5

Universal Banker

Performed a multi-functional purpose role to fulfill the responsibilities of both a Teller and a Relationship Banker

  • Assisted in opening and closing the branch and vault daily
  • Proactively advised consumer and business clients in their selection of various accounts, loans and other products
  • Acted as primary point of contact for clients
  • Entrusted to perform various bank operations to ensure safety of bank and client's assets, including opening and supervising customer accounts
  • Assisted the Operation Manager in ensuring proper documentation and procedures are followed as well as gathered for account opening and servicing, including the risk and control self-assessment process
  • Worked closely with Personal Bankers, Mortgage Lender and Financial Executive to increase referrals and provided clients with more product and service options
  • Managed bank documents files and ordered branch supplies
  • Achieved 100% in KDS (Key Driver Score) on a regular bases
Candidate Info
24
years in
workforce
7
years
at this job
BA
Fashion Design
6

Universal Banker/ Personal Banker

Assist clients with all consumer based needs such as account openings and teller transactions. Effectively cross sell products to ensure retention of clients. Utilize community outreach and business buys to build book of business for a new bank location. Building and maintaining consumer and business relationships. Open and close home equity, personal and auto loans. Consult with clients to help uncover needs that can be met by bank products.

  • Recommended by Regional Management to mentor neighboring bankers.
  • Promoted to Personal Banker in one year.
  • Awarded for consistent performance in customer service and sales.
Candidate Info
13
years in
workforce
4
years
at this job
HS
High School Diploma
7

Universal Banker

  • Responsible for all sales aspects of the branch, including: meeting sales goals, working closely with tellers to identify opportunities for new business, managing current client base with a focus on financial growth and development, ensuring compliance standards are maintained.
  • Met with both consumer and small business clients to establish, maintain, and build a healthy financial relationship.
  • Opened depository accounts, processed loan applications, and managed customer service requests.
  • Worked with banking partners such as: financial advisors, business bankers, underwriters, and mortgage officers to satisfy customer needs that extended past the means of the banking center.
  • Evaluated clients' finances regarding debt with the intention of consolidating debt and improving their financial future.
  • Awarded the 2015 Quarterly Star of Excellence for placing in the top ten percent of all bankers in the region and division.
Candidate Info
9
years in
workforce
1
year
at this job
BS
Management
8

Universal Banker

Certified in Branch Operations, Branch Risk & Audit Process, Account opening / Sales and Coaching for Success.

  • Deliver exceptional Service to internal & external clients by executing financial transactions and resolving service issues in accordance with bank policy and procedure.
  • Exceeded several sales blitz goals by promoting an environment in which all branch employees worked together to succeed.
  • Worked closely with management to motivate and inspire staff through group and one-on-one coaching.
  • Ranked #1 in Manhattan East side Universal Banker, Exceeded monthly sales goals by going on onsite at neighborhood companies, Recognized with various awards for exceeding in sales and Customer satisfaction.
  • Processed International & Domestic wires over 15 million dollars. Knowledge with Swift/Bic site.
  • Registered with NMLS
Candidate Info
16
years in
workforce
10
years
at this job
9

Universal Banker- Officer

Managed tellers ensuring daily transactions adhered to bank procedures.

  • Coached tellers on referrals and customer service delivery.
  • Adhered to operational integrity by performing reviews including Consumer and Business account opening, wire transfer, cash control and entitlement.
  • Investigated controllable losses among branch staff, provided coaching and performance management on decisions and processes used.
  • Managed ATM processes including proofing, replenishment and customer investigations.
  • Resolved escalated client complaints/issues promptly and effectively.
Candidate Info
19
years in
workforce
3
years
at this job
10

Senior Universal Banker

Responsible for responding to both routine and complex inquiries regarding consumer and business accounts; while promoting, and selling financial products, and services for Bank customers. Accountable for meeting clearly defined objectives around sales and service goals that are measured daily to promote customer interaction and capitalize on opportunities to enhance the customer's relationship with the Bank.

  • Accomplished Top Level banker for 2012 first half (Wells Fargo)
  • Awarded 100% guest satisfaction 2012 (Wells Fargo)
  • Consistently exceed quarterly sales goals
Candidate Info
16
years in
workforce
5
years
at this job
Business Management And Human Resources

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