Associate Banker Resume Samples

An Associate Banker will deliver exceptional customer service and play a vital role in providing customer satisfaction. A well-drafted Associate Banker Resume indicates the following core duties – provide strong customer service skills; present consumer-bank focused on products and services; educating clients on utilizing available access channels; helping customers to understand and access the latest technology banking products; supporting customers with traditional banking needs and complex service transactions; providing customer outreach to gauge success and provide new tools to help customer meets the banking and investment goals.

To work at this capacity, the following skills are needed – great customer service skills; excellent communication skills; the ability to connect with a variety of people; strong desire and the ability to influence and connect customers to technology; a passion to learn new products and services and an interest in financial services. A degree will be the best option to start a career in banking.

Associate Banker Resume example

Associate Banker Resume

Objective : As an Associate Banker position in an industry where excellent analytical and technical skills can help to improve the company's profitability with opportunities for personal and professional development and advancement. Participating in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.

Skills : Microsoft Excel, Microsoft Access, Negotiation, Sales.

Description :

    1. Determined customers' financial services needs and prepare proposals to sell services that address these needs.
    2. Contacted prospective customers to present information and explain available services.
    3. Processed transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
    4. Resolved problems or discrepancies concerning customers' accounts.
    5. Obtained and processed information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
    6. Referred customers to appropriate bank personnel to meet their financial needs.
    7. Processed loan applications.
                    Years of Experience
                    Experience
                    2-5 Years
                    Experience Level
                    Level
                    Junior
                    Education
                    Education
                    BS In Finance & Accounting


                    Associate Banker Resume

                    Summary : To obtain a challenging Associate Banker position in a company that offers opportunities for growth and career advancement. Assisting customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications. Receiving direction from managers and exercise judgement within defined policies and procedures.

                    Skills : Goal-oriented environments, Corp SOP, Personnel management, Quality Auditing, Financial reporting.

                    Description :

                      1. Opened and closed day duties.
                      2. Opened new accounts savings, checking, and CD's.
                      3. Processed deposits, withdrawals and account transfers.
                      4. Mortgaged and loaned payments, credit card payments.
                      5. Balanced cash drawer, coin machine and cash vault daily.
                      6. Helped the people around me sharpen their skills Accomplishments I've impressed me peers around me enough to gain their confidence, by performing at excelled levels.
                      7. Analyzed client information to evaluate unique situations and propose a recommend financial strategy based on market trends.
                                            Years of Experience
                                            Experience
                                            7-10 Years
                                            Experience Level
                                            Level
                                            Management
                                            Education
                                            Education
                                            High School Diploma


                                            Associate Banker Resume

                                            Summary : Recently graduated from Ohio University. Wish to further my Associate Banker professional career with an executive level management position in a world- class company. Seeking to diversify my skills in another industry and as part of a larger organization. Relocation desirable. Developing understanding of bank products and services to connect to customers' needs. Interacting with customers to demonstrate care and build relationships.

                                            Skills : Microsoft Office, Coping Skiils, Mediation, Management, Team Leader, Business Analysis, Photoshop.

                                            Description :

                                              1. Presented Quicken Loans to the highest level of customer satisfaction.
                                              2. Provided a commitment to challenge myself daily for excellence.
                                              3. Consistently was in the top for my performance.
                                              4. Provided energy needed for the job at hand.
                                              5. Used sales along with communication skills.
                                              6. Completed State licensing exams to get licensed to sell mortgages in that state.
                                              7. Completed mortgages exams, which I completed all of them with a 95% average.
                                            Years of Experience
                                            Experience
                                            7-10 Years
                                            Experience Level
                                            Level
                                            Management
                                            Education
                                            Education
                                            Diploma

                                            Associate Banker Resume

                                            Summary : A Associate Banker; Blending academic training, interpersonal communication, and analytical skill with hands-on experience in sales and operations support to offer a track record of delivering on tasks accurately, efficiently, and quickly. Known for providing exemplary customer service and communications in a variety of business settings. Providing appropriate options for bank products and services to customer. Referring customers' financial needs to other bankers and partners as needed.

                                            Skills : Tableau, Excel, Adobe Creative Suite, Web Publishing And Social Media Platforms, Critical Thinking, Interpersonal Communication, Sales, Customer Service.

                                            Description :

                                              1. Placed in the top 10 percent of banking team conversion.
                                              2. Consulted with clients about current and future needs to help achieve their financial goals.
                                              3. Developed relationships and monitored past client mortgages for future opportunities.
                                              4. Advised and educated clients on the home buying process and how to better manage their mortgages.
                                              5. Provided every client the best customer service in the industry.
                                              6. Learned the ins and outs of being a mortgage banker.
                                              7. Talked to clients and build reports and profiles with them.
                                                                  Years of Experience
                                                                  Experience
                                                                  7-10 Years
                                                                  Experience Level
                                                                  Level
                                                                  Management
                                                                  Education
                                                                  Education
                                                                  BA In Communications

                                                                  Associate Banker Resume

                                                                  Headline : To obtain a job within my chosen field that will challenge me and allow me to use my education, skills and past experiences in a way that is mutually beneficial to both myself and my employer and allow for future growth and advancement. Experience proactively engaging with customers through outreach via phone or email. Educating and connecting customer to technology and share the value of mobile banking options.

                                                                  Skills : Microsoft Office, Typing, Cleaning, Customer Service, Customer Relationship Management, Teamwork.

                                                                  Description :

                                                                    1. Made cold calls to prospective clients by operating telephone software, equipment, and automatic dialing systems.
                                                                    2. Scheduled appointments for follow ups.
                                                                    3. Transferred calls to Mortgage Bankers.
                                                                    4. Logged calls and reported details to supervisor.
                                                                    5. Prepared sales talk to give service and product information.
                                                                    6. Contributed to team effort by accomplishing related results as needed.
                                                                    7. Consulted with clients about current and future needs to help achieve financial goals based on specific individual targets.
                                                                                  Years of Experience
                                                                                  Experience
                                                                                  5-7 Years
                                                                                  Experience Level
                                                                                  Level
                                                                                  Executive
                                                                                  Education
                                                                                  Education
                                                                                  BA In Criminal Justice

                                                                                  Associate Banker Resume

                                                                                  Objective : Associate Banker is helping customers succeed financially by offering introductions to additional team members as appropriate. Experienced working with others on a team to meet customer needs. Experienced fostering and developing strong customer relationships.

                                                                                  Skills : Typing, Micro-soft word, Excel, Telephone , Fax, Ten key adding machine, Customer Service.

                                                                                  Description :

                                                                                    1. Consulted with clients about their needs to help them achieve their financial goals.
                                                                                    2. Established an ongoing relationship with clients through the delivery of world-class services.
                                                                                    3. Interviewed clients and gather information pertaining to their financial situations, needs and objectives.
                                                                                    4. Used state-of-the-art technologies to conduct credit, underwriting and financial analyses and qualify the client for various loan programs.
                                                                                    5. Advised and educated clients on the Reverse Mortgage product and how to better manage their finances.
                                                                                    6. Assisted clients through the loan process from application to closing and troubleshoot any transaction issues.
                                                                                    7. Followed through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
                                                                                                      Years of Experience
                                                                                                      Experience
                                                                                                      2-5 Years
                                                                                                      Experience Level
                                                                                                      Level
                                                                                                      Executive
                                                                                                      Education
                                                                                                      Education
                                                                                                      Bachelor's

                                                                                                      Associate Banker Resume

                                                                                                      Objective : To obtain an Associate Banker position in applied field, to gain experience, and display my strong leadership skills in a work setting. Building strong relationships with internal partners. Following policies, procedures, and regulations. Identifying potential fraud/risky accounts and take appropriate action to prevent loss. Interacting with integrity and professionalism with customers and team members.

                                                                                                      Skills : Microsoft Office, Microsoft Word, Microsoft Excel, Type 45 Wpm, Customer Service.

                                                                                                      Description :

                                                                                                        1. Acted as a key member of a collaborative and versatile branch and market team.
                                                                                                        2. Probed to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
                                                                                                        3. Organized work information to ensure accuracy and completeness.
                                                                                                        4. Took the initiative to find creative approaches that make each customer’s experience feel personal.
                                                                                                        5. Looked for ways to contribute to the ongoing improvement of the overall branch customer experience.
                                                                                                        6. Contributed to business results and the overall experience delivered in the branch.
                                                                                                        7. May worked at multiple branches based on market needs; worked schedule may differ from week to week in terms of days worked, hours, and shifts.
                                                                                                                                    Years of Experience
                                                                                                                                    Experience
                                                                                                                                    2-5 Years
                                                                                                                                    Experience Level
                                                                                                                                    Level
                                                                                                                                    Executive
                                                                                                                                    Education
                                                                                                                                    Education
                                                                                                                                    BA In Accounting

                                                                                                                                    Associate Banker Resume

                                                                                                                                    Objective : To obtain an Associate Banker position in the business field where my motivation and drive to excel will benefit the goals of the company. Providing ongoing exceptional client service on the phone and occasionally in person. Supporting the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers' absence.

                                                                                                                                    Skills : Microsoft Office, Powerpoint, Excel, Data Entry, Customer Service, Receptionist.

                                                                                                                                    Description :

                                                                                                                                      1. Identified and reported suspicious activity to the Anti-Money Laundering Officer.
                                                                                                                                      2. Verified the identity of clients that enter into a relationship with the Bank.
                                                                                                                                      3. Helped customers with their day-to-day financial needs
                                                                                                                                      4. Recommended the right product that fit customer’s need.
                                                                                                                                      5. Connected customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs.
                                                                                                                                      6. Introduced the bank’s latest technology products to meet our customers’ expanding needs.
                                                                                                                                      7. Demonstrated strong customer service skills; assisted customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange.
                                                                                                                                                          Years of Experience
                                                                                                                                                          Experience
                                                                                                                                                          2-5 Years
                                                                                                                                                          Experience Level
                                                                                                                                                          Level
                                                                                                                                                          Executive
                                                                                                                                                          Education
                                                                                                                                                          Education
                                                                                                                                                          Bachelor Of Business Administration

                                                                                                                                                          Associate Banker Resume

                                                                                                                                                          Objective : Associate Banker is Assisting with obtaining and organizing all required documentation and filing. Maintaining new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. Maintaining client relationships and open new accounts. Acquiring knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. Keeping up-to-date with new Bank product offerings and services.

                                                                                                                                                          Skills : Production Jobs, Warehouse Equipment, Mortgage Banking/Title Research.

                                                                                                                                                          Description :

                                                                                                                                                            1. Documented large deposit over Currency Transaction Reports.
                                                                                                                                                            2. Identified fraudulent activity to prevent potential loss to the bank.
                                                                                                                                                            3. Ensured financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements.
                                                                                                                                                            4. Maintained strong relationships with existing customers and cultivate new customer relationships.
                                                                                                                                                            5. Cross sold and refer bank products such as (depository products, wealth management, mortgage) that fit customers’ needs.
                                                                                                                                                            6. Demonstrated the ability to learn and adapt to new processes and technology platforms quickly.
                                                                                                                                                            7. Learned products, services, and procedures quickly and accurately.
                                                                                                                                                                      Years of Experience
                                                                                                                                                                      Experience
                                                                                                                                                                      2-5 Years
                                                                                                                                                                      Experience Level
                                                                                                                                                                      Level
                                                                                                                                                                      Executive
                                                                                                                                                                      Education
                                                                                                                                                                      Education
                                                                                                                                                                      High School Diploma

                                                                                                                                                                      Associate Banker Resume

                                                                                                                                                                      Objective : Associate Banker is Maintaining the marketing and brochure supply for Preferred Bankers. Participating in business development calls with Relationship Managers and/or Preferred Bankers. Adhering to and complying with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures.

                                                                                                                                                                      Skills : Planning, Banking.

                                                                                                                                                                      Description :

                                                                                                                                                                        1. Collaborated with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
                                                                                                                                                                        2. Welcomed and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
                                                                                                                                                                        3. Assisted in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
                                                                                                                                                                        4. Met customer transaction-based needs with seamless execution.
                                                                                                                                                                        5. Reviewed customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
                                                                                                                                                                        6. Contributed to meeting branch business results and the customer experience.
                                                                                                                                                                        7. Supported operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
                                                                                                                                                                                                                Years of Experience
                                                                                                                                                                                                                Experience
                                                                                                                                                                                                                0-2 Years
                                                                                                                                                                                                                Experience Level
                                                                                                                                                                                                                Level
                                                                                                                                                                                                                Entry Level
                                                                                                                                                                                                                Education
                                                                                                                                                                                                                Education
                                                                                                                                                                                                                High School Diploma