Retail Banker Resume Samples - Page 2

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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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11

Retail Banker

Build and strategically expand customer relationships by identifying clients with additional profit potential and develop action plans using effective sales and marketing initiatives.

  • Cultivate and manage current and new customers by discussing their needs and using product knowledge and cross-selling skills to match them with the appropriate financial services.
  • Seek opportunities to develop customer relationships and sales opportunities while providing a variety of teller transactions for customers (i.e. cash checks, process account transactions etc.)
  • Maintain high standard of performance record through exceptional customer service and attention to detail.
  • Open consumer and small business accounts, handle loan applications and manage various customer service requests.
  • Leverage in-depth product knowledge to assist the branch in meeting goals.
  • Advise and educate customers regarding online and mobile banking, deposit account services, checking and savings accounts, CD's, IRA's and other investment products.
  • Process confidential documentation using the appropriate protocols.
Candidate Info
26
years in
workforce
12
years
at this job
12

Retail Banker

Process teller transactions for customers; balances drawer with complete accuracy daily

  • Prospect to local businesses and organizations to promote products - attracts many,
  • Cross sell products by mastering loan/account qualities and advantages to meet
  • Provide information and open accounts for new and existing customers
  • Exceed monthly goals in overall cross selling and account openings
Candidate Info
6
years in
workforce
3
years
at this job
HS
High School Diploma
13

Retail Banker

Practice Prescribed bank security procedures to protect customer's confidentiality and privacy.

  • Demonstrate enthusiasm concerning Woodforest products and services to increase customer base.
  • Deliver outstanding customer service to ensure customer satisfaction, customer retention and increase customer traffic.
  • Contribute to and maintain a professional environment for fellow employees and customers.
  • Demonstrate flexibility and availability to ensure adequate staffing at all times.
Candidate Info
25
years in
workforce
7
years
at this job
14

Retail Banker

Provide great quality customer service while maintaining professional relationships with customers

  • Handle large volumes of currency
  • Handle frequent inbound and outbound phone calls regarding customer accounts and technical support
  • Process customer transactions on the teller line
  • Provide outstanding quality phone support for account holders
  • Enter customer data into various programs
  • Assist creating service tickets for customer accounts and services
  • Troubleshoot various banking hardware and software
Candidate Info
4
years in
workforce
3
years
at this job
HS
High School Diploma
BA
Software Systems Engineering
15

Retail Banker

Generate business by promoting bank products and services to existing and potential customers assisting in the growth of the branch.

  • Build customer need providing clear explanations of financial products and recommending solutions.
  • Respond to customer account inquiries regarding balances posted/pending transaction, banking fees as well as additional banking services via telephone and in person accurately.
  • Assist bank customers with various tasks such as: opening new accounts, check ordering, processing account deposits and withdrawals, distributing money orders and cashier's checks.
  • Follow bank policies and procedures while applying a high degree of accuracy to process transitions in a timely manner.
Candidate Info
8
years in
workforce
4
years
at this job
HS
High School Diploma
Chemistry And Biology
16

Retail Banker

Evaluate existing customer's needs and cross-sell additional products and services

  • Responsible for marketing and selling bank products and services to potential and existing customers
  • Deliver outstanding customer services to achieve customer satisfaction, retention and increase sales
  • Demonstrate excellent organizational skills with the ability to prioritize workload and multi-task in a fast- paced environment while maintaining attention to detail
  • Maintain bank profitability by identifying fraudulent checks
Candidate Info
43
years in
workforce
6
years
at this job
17

Retail Banker

Evaluate existing customer's needs and cross sell additional products and services.

  • Responsible for marketing and selling bank products and services to potential customers.
  • Process teller transactions, open new accounts and balance a cash drawer timely and accurately.
  • Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales.
  • Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives.
Candidate Info
9
years in
workforce
4
years
at this job
18

Retail Banker

Provide a full range baking services to individual customers, emphasizing personal financial counseling and customer service.

  • Establishes trusting relationships with clients to ensure their satisfaction in person & via phone.
  • Coordinates off site events to sell retail bank products to local businesses and community members.
  • Actively identified client needs and sell bank products accordingly.
  • Work closely with bank partners to maximize sales opportunities and client relationships.
  • Resolve customer complaints and issues promptly and effectively.
  • Open new accounts, interviews and process loan applications.
  • Audit vault and tellers. Open and close the branch.
Candidate Info
14
years in
workforce
5
years
at this job
Business Management
19

Retail Banker

Responsible for marketing and selling bank products and services to potential customers

  • Evaluate existing customer's needs and cross sell additional products and services
  • Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions
  • Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives
  • Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales
  • Responsible for developing professional relationships with retail partners to maintain the Bank's professional reputation
  • Process teller transactions, open new accounts and balance a cash drawer timely and accurately
  • Practice branch security procedures and protect customer confidentiality and private.
Candidate Info
8
years in
workforce
4
years
at this job
HS
High School Diploma
Banking And Finance
20

Retail Banker

Responsible for marketing and selling bank products and services to potential customers.

  • Evaluate existing customer's needs and cross sell additional products and services.
  • Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives
  • Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales
  • Responsible for developing professional relationships with retail partners to maintain the Bank's professional reputation
  • Process teller transactions, open new accounts and balance a cash drawer timely and accurately
  • Practice branch security procedures and protect customer confidentiality and privacy
  • Contribute to building a strong team and maintaining a professional work environment
Candidate Info
18
years in
workforce
4
years
at this job
BA
Marketing

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