Personal Banking Representative Resume Samples - Page 2

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Personal Banking Representatives are responsible for providing support to bank clients and recommending suitable financial products. Based on our collection of resume samples for Personal Banking Representative, essential duties are greeting clients, understanding their financial needs, maintaining their knowledge of bank products, promoting bank products and services to customers, opening and managing accounts, and addressing client concerns. Skills usually required to a Personal Banking Representative include knowledge of financial products, customer service, effective communication, problem solving orientation, being able to work under pressure, and computer competences. Most resumes in the field mention a Bachelor’s Degree in finance or economics.

For more information on what it takes to be a Personal Banking Representative, check out our complete Personal Banking Representative Job Description.

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11

Floating Personal Banking Representative

Open Personal/Business Accounts

  • Originate Personal/Business Loans
  • Helped train multiple New Accounts Representatives within the bank
  • Chosen to be in the Banker Development Program
  • Had a Penetration level of 100 % on multiple occasions in 2010
  • Involved in Business Networking group to bring additional business to the bank
  • Number one in sales penetration for the bank in 2010
  • Involved in multiple Non-Profit groups such as Junior Achievement and OKC Ambucs. Was 2010 and 2011 company coordinator for Junior Achievement fundraiser.
Candidate Info
6
years in
workforce
3
years
at this job
Voc
Vocational Degree
12

Personal Banking Representative

Educated and assisted customers with bank's multiple services.

  • Processed loan applications and handled closings.
  • Opened customer matched savings and checking accounts.
  • Assessed financial needs and made referrals to investment specialist.
  • Enforced compliance and industry regulations.
Candidate Info
18
years in
workforce
1
year
at this job
C
Certificate
BS
Business Administration
13

Personal Banking Representative

  • Established sales relationships though Telemarketing, as well as in-house cross selling bank products and services
  • Represented the bank in community function and events
  • Mortgage loan originator and handled closings
  • Collaborated opening and closing bank store procedures, as well as teller responsibilities
  • Assist prospective customers open deposit accounts that best suit their needs and lifestyle.
Candidate Info
13
years in
workforce
1
month
at this job
BA
Health Care, Accounting, Business Administration, Finance
Culinary Arts
Architectural Design
14

Personal Banking Representative

  • Performs a variety of customer transactions through teller terminal
  • Inspects checks/bonds for acceptability and complies with bank policies
  • Receives deposits and withdrawals, verify accuracy and scrutinize currency
  • Assists Management in opening and closing the branch
  • Effectively profile Customers and cross sold applicable/ product or service
  • Consistently received 100% on Mystery Shops, numerous top sales referral awards and Employee of the Month
Candidate Info
21
years in
workforce
7
years
at this job
15

Personal Banking Representative

Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.

  • Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.
  • Take ownership of the client experience including on-boarding and resolve service issues as appropriate.
  • Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client
Candidate Info
9
years in
workforce
4
years
at this job
BS
Industrial Engineering
16

Personal Banking Representative

  • Resolve customers' service and complaints
  • Inform prospective customers of bank products and services
  • Use effective techniques for cross selling products to customers
  • Help plan successful marketing and advertising strategies
Candidate Info
10
years in
workforce
6
years
at this job
17

Personal Banking Representative II

  • Sell clients a full-range of retail products and services, such as deposit accounts, loans, credit cards, safe deposit boxes etc. to meet and exceed established sales goals to support overall district, branch and individual sales objectives
  • Seek new opportunities to develop customer relationships and sales opportunities while servicing the client's needs
  • Gain and maintain strong customer relationships through communication and sales tactics
  • Consistently maintain above the corporate weighed average performance (WAP) standing toward Santander's sales initiative quarterly and daily goals
  • Resolve a variety of customer requests, such as reconstruction of accounts, account balance/transactions/payment discrepancies, multiple account linkages, fraud claims, wire transfers, notary duties and perform sales calls
  • Refer clients to other bank specialists such as Investment or Mortgage Advisors, as necessary, to help gain exclusive relationship status with clients as their primary bank
  • Train new Personal Banking Representatives on the responsibilities, expectations, policies and procedures of the role
Candidate Info
6
years in
workforce
3
years
at this job
BS
Corporate Communication Studies
18

Personal Banking Representative

  • Achieve quarterly sales goals by exploring the financial needs and establishing relationships with potential and existing clients.
  • Represent [company name] at Monmouth University's campus events to promote the branch and meet with students looking to open a new checking account.
  • Perform all service requests for customers in a timely fashion, following up on an as needed basis.
Candidate Info
8
years in
workforce
3
years
at this job
BS
Fashion Industry Management
19

Loan Officer/personal Banking Representative

  • Open new accounts including business and personal, both deposit accounts and loans
  • Achieve specific sales and service goals on a quarterly and annual basis
  • Responsible for adherence to bank's operational compliance, audit and security policies and applicable state and federal laws
  • Responsible for teller overrides and guidance on complicated transactions; serving as Escalation Officer for customer issues
  • Manage relationships with various business partner entities managing service quality to ensure ongoing client satisfaction
  • Manage client portfolio, services relationships and cross-sells all products and services
  • Obtain and ensure accuracy of all regulatory and procedural documentation
  • NMLS Certified, Notary Public
Candidate Info
15
years in
workforce
10
years
at this job
BA
Business Administration
20

Personal Banking Representative

Open and close accounts

  • Open and close bank
  • Customer service
  • In charge of large amount accounts
  • Organization of all paper work
Candidate Info
5
years in
workforce
1
year
at this job

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