Retail Banker Resume Samples - Page 3

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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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21

Retail Banker

High-profile position accountable for soliciting business accounts and developing strategic alliances with clientele.

  • Develop tactics to increase profitability.
  • Devise and implement marketing and promotional sales events for financial growth.
  • Cross-sell banking services and products to clientele.
  • Participate in community events to position the bank as a leader within the territory.
Candidate Info
3
years in
workforce
3
years
at this job
22

Retail Banker

Opened and established personal as well as commercial accounts including checking, savings, CDS, IRAs, and lines of credit

  • Matched clients' needs to best banking products and services
  • Built customer relationships inside and outside of bank
  • Handled operational and teller work as well which comprised of deposits, withdrawals, charge offs, the issuance of cashier's checks, transfers, and loan payments
  • Processed all transactional work with extreme accuracy while providing follow-up with customers
  • Managed all responsibilities of the branch including the training of new staff
  • Consistently met monthly account goals
  • Handled all ATM, vault, night drop, and item processing activity
Candidate Info
6
years in
workforce
2
years
at this job
BS
Business Administration
23

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.
  • Demonstrate enthusiasm about bank products and services when talking to both customers and potential customers.
  • Participate in sales and marketing activities for the purpose of meeting branch sales goals and objectives.
  • Process teller transactions, open new accounts and balance a cash drawer timely and accurately.
  • Practice branch security procedures and protect customer confidentiality and privacy.
  • Demonstrate skills that contribute to building a strong team and maintaining a professional work environment
Candidate Info
18
years in
workforce
4
years
at this job
AS
Human Services
AS
Early Childhood Education
BS
Criminal Justice
24

Retail Banker

Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions.

  • Excellent interpersonal and communication skills with good ability to understand the requirements of the customer and provide appropriate counsel.
  • Ability to perform well in an intense, rapidly changing environment where performance is critical to the success of the Company.
  • Cultivate and maintain customer relationships in order to recognize needs based sales. Provide a high level of customer service.
  • Provide personalized relationship based banking services to current and prospective customers.
Candidate Info
4
years in
workforce
1
year
at this job
BS
Economics & Business Accounting
25

Retail Banker

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

  • Deliver outstanding customer service to achieve customer satisfaction, retention and increase sales.
  • Demonstrate enthusiasm about Woodforest bank products and services when talking to both customers and potential customers.
  • Demonstrate proficiency with regard to policies, procedures, products and services pertaining to teller and new account transactions.
  • Responsible for marketing and selling bank products and services to potential customers and evaluating existing customer's needs and cross sell additional products and services.
Candidate Info
11
years in
workforce
2
years
at this job
BS
Chemistry
26

Retail Banker

  • Received cash and checks for deposit, verified amounts, and examined checks for endorsement.
  • Collected loan payments and placed holds on accounts for uncollected funds, according to organizational procedures
  • Responsible for all Bank Marketing, Verifing all large cash shipments, making sure ATM's are up to date and working properly and performing all customer callbacks for new, overdrawn and charged-off accounts.
  • Identified opportunities for cross-selling of value-added bank products and services.
Candidate Info
8
years in
workforce
5
years
at this job
27

Retail Banker

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

  • Proactively meet with customers face to face to discover financial needs and provide product and service recommendations.
  • Achieve personal production goals by expanding existing relationships and acquiring new relationships by leveraging bank products and services.
  • Cross sell consumer and business deposit products that assist in retaining and expanding relationship with new and existing clients.
Candidate Info
6
years in
workforce
7
months
at this job
BA
Marketing Communications
28

Retail Banker

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

  • Demonstrates proficiency with regard to policies, procedures and services pertaining to teller and new account transactions
  • Audit cash in vault by confirming cash in vault aligns with cash in computer systems
  • Analyze, investigate, and resolve all bank issues such as clearing up exceptions with address verifications and fraudulent checks
Candidate Info
3
years in
workforce
2
years
at this job
HS
High School Diploma
BS
Business Administration
29

Retail Banker I

Establish and maintain relationships with individual or business customers and/or provide assistance with problems these customers may encounter.

  • Open and maintain various account types including but not limited to checking, savings, certificate of deposits, representative payee
  • Oversee the flow of cash or financial instruments.
  • Network within communities to find and attract new business.
  • Review collection reports to determine the status of collections and the amounts of outstanding balances.
  • Order a supply of cash to meet daily needs.
  • Investigate and correct errors upon customers' request, according to customer and bank records.
Candidate Info
10
years in
workforce
2
years
at this job
Liberal Arts
30

Retail Banker/marketing Director

Develop monthly marketing calendar, coordinate community and business marketing efforts

  • Analyze branch exception reports, track and resolve all errors, manage and update reports
  • Perform personal banker duties including new account acquisition, maintaining current active clientele base, cross selling products to heighten retail product management percentages
  • Conduct daily cash handling duties including teller drawer and vault balancing, teller audits, verification of cash shipments
  • Assist in retail banker and branch manager training
  • Use various data systems to perform daily functions
Candidate Info
3
years in
workforce
3
years
at this job
BS
Business Administration

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