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Telephone Banker Resume Samples
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Candidate Info
6
months in workforce
6
months at this job
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
8
years in workforce
1
year at this job
BA
Communication
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
9
years in workforce
4
years at this job
BBA
Accounting
Accounting
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
5
years in workforce
4
months at this job
Computer Science
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
3
years in workforce
7
months at this job
HS
High School Diploma
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
1
year in workforce
1
year at this job
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
11
years in workforce
3
years at this job
HS
Graduate
C
Medical
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
5
years in workforce
3
years at this job
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
1
year at this job
HS
High School Diploma
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
4
years in workforce
1
year at this job
HS
High School Diploma
GED
GED
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
8
years in workforce
3
years at this job
HS
High School Diploma
Senior Service Specialist/escalations Telephone Banker
- Handled incoming calls from customers and resolving issues on personal and business savings, checking and lines of credit accounts
- Promoted to Business Banking Division after achieving upstanding statistics in first 3 months on the job.
- Promoted to Business Banking Senior Service specialist after 1 year on the job.
- Responsible for handling customer complaints and de-escalating all ongoing issues
- Utilizing comprehensive banking knowledge of Chase products/services for both consumer and business accounts to expand customer relationships
- Solved complex problems while utilizing multiple software programs simultaneously in a timely and efficient manner
- Implement Service Center policies, procedures and quality assurance measures.
- Flourished in a team environment that thrives in meeting goals and ensuring top-notch customer service
Candidate Info
11
years in workforce
3
years at this job
BS
Psychology
Real Estate
Telephone Banker
- Directly in charge of answering all incoming calls.
- Directly responsible for providing customer support and service.
- Opened and closed bank accounts.
- Closed and reissued bank cards per the customer request.
- Provided direct support in the areas of banking.
- Consistently provided support to customers whom required detailed attention and support.
- Directly engaged with customers whom required immediate resolve and resolution to account matters.
- Provided direct support in the form of answering over 80 incoming phone calls per day.
Candidate Info
9
years in workforce
9
years at this job
BA
Public Relations
Telephone Banker IV
- Provide premier service to Business online customers
- Provide online technical support including site navigation, deposit services hardware software, general online troubleshooting
- Offer services and products based on customer needs
- Maintain quality control/satisfaction scores, constantly seeking new ways to improve customer service
Candidate Info
3
years in workforce
1
year at this job
Physics
Telephone Banker
- Patient
- Customer Assistance
- Heart warming
- Customer Assistance
- Sort packages
- Operating various machinery throughout the factory
Candidate Info
7
years in workforce
9
months at this job
Telephone Banker
Responsible for handling 80-100+ calls per day
- Answering all customer questions regarding their bank accounts
- Making electronics monetary transfers
- Processing claims
Candidate Info
13
years in workforce
BA
Marketing
Telephone Banker
- Assist Customer with balance check, transfers, refunds.
- Correct or transfer to proper department
- Correct account errors, and provide customers with other options for more or better account opportunities.
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