Bank Associate Resume Samples

A Bank Associate sells banking products to customers who have or do not have an account with the bank. Some of the major duties and responsibilities are listed on the Bank Associate Resume as – searching for prospective ones, and converting them to regular customers; analysing potential risks for the bank suggesting ways in improving sales and increasing business; serving as the link between clients and the institution; handling client-firm relationship; attending inquiries relating to saving accounts and banking products, and opening new accounts; solving problems relating to customer accounts and explaining them new products; accepting checks and cash for deposits, and issuing receipts for the same, keeping and maintaining appropriate client records including retail loan accounts, and deposit; and supporting the sales campaign by making follow up calls, and preparing client marketing materials.

Summary of skills that highlight a resume includes the following – good knowledge of credit documentation, credit products, insurance products; deposit products, tax returns, and financial statements; banking and business management skills; strong researching and math skills; and proficiency with MS Office tools, and other banking software. A degree is commonplace among job applicants.

Bank Associate Resume example

Bank Associate Resume

Summary : Accomplished Bank Associate with product management experience, strong analytical, and budgeting skills. People-centric thought leader who utilizes continuous improvement, to gain buy in and deliver results.

Skills : Microsoft Office (10+ years), Project Management.

Description :

    1. Responsible for handling customer transactions at banks, including taking deposits, disbursing cash, opening accounts, and investigating fees.
    2. Processed routine account transactions.
    3. Helped customers fill out deposit and withdrawal slips.
    4. Used adding machine.
    5. Disbursed money to customers.
    6. Validated the deposit slip and stamp it by machine.
    7. Checked for photo identification.
    8. Assisted customers at the drive-through window.
    9. Greeted people warmly and direct them to appropriate bank personnel.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Marketing


Bank Associate Resume

Objective : To add value to your company, to help develop your business strategies with knowledge and experience. Long-term position with the opportunity for development and growth consistent with your corporate goals and needs.

Skills : Fluent in writing and speaking French; Microsoft Word, Excel, Spreadsheet, Database; Excellent Customer Service.

Description :

    1. Contracted at State Farm Researched and updated client information database according to the United States Postal Service and other State Farm authorized sources.
    2. Created and updated report daily containing all duplicate profiles created in the State Farm Bank database in error.
    3. Sent daily e-mail to assigned team and bank management containing updated figures related to State Farm Bank customer profile errors.
    4. Created and forwarded task request to appropriate team.
    5. Resolved remaining/new errors found.
    6. Wrote/duplicated and populated template letters and mailed to customers when necessary.
    7. Obtained and sent information, checks, receipts, etc.
    8. Responded to written customer requests and other situations contingent upon management approval/solicitation.
    9. Underwent continual training on bank industry regulations as well as specific State Farm Bank banking procedures.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business/Law


Bank Associate Resume

Summary : An Associate in Science in Accounting and an Associate in Occupational Studies Computer Office Technology. Experienced in office work, bookkeeping and customer service.

Skills : Microsoft Office And Excell Applications.

Description :

    1. Managed operational audits including but not limited to procedures overview for enhancements.
    2. Authorized to sign waivers, full/partial release of liens, assess and resolve escalated issues, running reports for audits to identify exceptions for department, service release reviews and testing.
    3. Responsible for hiring new personnel, updating job aids, policy and procedures.
    4. Traveled to different company sites to train new associates; also responsible for training associates in India; Tested out new database and provided feedback; releasing funds to banks; responsible for effective communication with Management, Supervisor, as well as associates.
    5. Assisted with monitoring each associate portfolio and developed strategies for growth; responsible for running reports and attending to them as needed.
    6. Hired attorneys when needed to monitor bid accounts.
    7. Managed a portfolio with over 1,000 loans and performed special projects when needed.
    8. Worked with customers and agents to determine if meets criteria to be accepted for possible assistance programs including and not limited to repayment plans; DIL, loan modifications or short sale on properties.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Banking

Bank Associate Resume

Objective : Managed multiple projects and contracts. Ability to direct complex projects from concept to fully operational status. Highly skilled in managing and organizing multiple tasks and assignments/projects. Goal-oriented individual with strong leadership capabilities. Organized, highly motivated, and detail-directed problem solver.

Skills : Microsoft Office And Excell Applications.

Description :

    1. Received checking and savings deposits which required verification of cash and endorsements, received proper identification for cash back and issued receipts of deposit.
    2. Examined checks deposited and determined proper funds availability based on regulation requirements and complete hold notices.
    3. Cashed checks which required verification of endorsement, proper identification, validity.
    4. Answered basic customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
    5. Promoted and sold bank products and services.
    6. Referred customers to the proper department for issues that cannot be resolved at the teller line.
    7. Bought and sold currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors In International Studies

Bank Associate Resume

Summary : To obtain a challenging position as an Account Executive in an organization that will allow me to capitalize on my knowledge, experience, and skills to the maximum level while becoming an asset to the company.

Skills : Microsoft Word, Microsoft Excel, Microsoft Power Point, Microsoft Outlook, Microsoft Windows XP, Mac, Adobe Acrobat, Adobe Reader.

Description :

    1. Performed cash handling services to customers in a timely fashion.
    2. Responsible for managing and balancing cash drawer--limit $15,000.
    3. Followed bank terms and policies, and complied with FDIC rules and regulations.
    4. Provided multifaceted general office support: Organized client files, providing document copies, maintaining organization of signature cards, faxing the appropriate documents to the proper department, maintain bank invoices.
    5. Maintained General Ledger reports for the branch.
    6. Operated multi-line switchboard answering customer inquiries or resolving customer concerns.
    7. Diffused volatile situations and resolved customer issues Provided teller floor training to new hire associates.
    8. Responsible for maintaining and securing robbery kits.
    9. Responsible for securing and maintaining ATM deposits.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Liberal Arts

Bank Associate Resume

Objective : To obtain a position that utilizes my skills and experience in the Work Force Industry. Abilities Over 2 years experience in property closing. Over 10 years experience in the child care industry and Customer Service.

Skills : Mastery of Microsoft Office programs.

Description :

    1. Provided prompt customer service by performing required transactions.
    2. Assisted in preparation of weekly and monthly inventory, tracking and other operational reports utilizing branch technology and systems effectively.
    3. Identified customer needs and provided reference to customers regarding product sales and problem resolution.
    4. Created awareness of products and services.
    5. Prepared required forms and various clerical works within bank procedures, policies and applicable regulations.
    6. Ensured excellent service to customers.
    7. Maintained an awareness of all promotions and advertisements.
    8. Maintained all cash and media at the registers.
    9. Communicated customer requests to management.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelors In International Studies

Bank Associate Resume

Objective : Bank Associate is responsible for a wide range of financial services products and services. Implementing and managing the day-to-day operations of a bank (including merger, acquisition, or bankruptcy).

Skills : Mastery of Microsoft Office programs.

Description :

    1. Provided excellent member services and maintained member satisfaction.
    2. Received cash and checks for deposit, verified amounts and examined checks for endorsement.
    3. Entered member and transactions data into computer and issued computer-generated receipts to member.
    4. Cashed checks and disbursed monies after verifying signatures, endorsements and member account balances.
    5. Collected loan payments and placed holds on accounts for uncollected funds, according to organizational procedures.
    6. Ordered daily supply of cash and counted incoming cash to verify accuracy.
    7. Posted night and mail deposits, payments and requests received in mail on a daily basis.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associate Of Commerce

Bank Associate Resume

Summary : Seeking an Bank Associate position that will utilize my skills in financial planning, customer service and 401(k) consulting knowledge while leveraging my strengths and experience to meet the goals of the business.

Skills : Customer Service, Hospitality, Banking, General Office, Microsoft Word, Microsoft Excel, Outlook.

Description :

    1. Acted as an ambassador, greeted customers and provided transactional teller services.
    2. Built customer loyalty through courtesy and customer satisfaction.
    3. Ensured accurate and timely processing of basic transactions for banking center customers and balance daily work in accordance with established policies and procedures.
    4. Performed transactions in a professional manner to build customer confidence and trust.
    5. Resolved service issues or refer to appropriate associate to guarantee customer satisfaction and retention.
    6. Promoted consumer services and products via customer education and cross-sell referrals.
    7. Followed fraud prevention and security procedures.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Arts

Bank Associate Resume

Objective : Seeking a profession that will allow me to utilize my future degree while providing experience in this field. Have excellent verbal and written communication skills, very organized, efficient, and committed to completing any job to the best of my ability.

Skills : Excel, Microsoft Office, Powerpoint Presentations, Management.

Description :

    1. Processed deposits, withdrawals, payments, and inquires to customers.
    2. Balanced cash drawer, process savings bonds, travelers checks, cashier checks, and also process change orders to local businesses.
    3. Responsible for informing/selling current customers new products and services.
    4. Informed non customers of ways to earn money by opening an account.
    5. Answered incoming phone calls and directed each client to their person of interest.
    6. Made phone calls to follow up with customers to ask if their transaction was completed correctly.
    7. Attended training classes to stay aware of new bank regulations and loss prevention.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Bank Associate Resume

Objective : Dedicated customer focused administrative professional offering significant experience in self-directed positions requiring effective support, proven interpersonal communications and multi-tasking skills with the ability to be an adaptable team player recognized for willingness to learn and teach newly acquired skills.

Skills : 65 WPM, Tale, Salesforce, Campus Vie, Adobe and Photoshop.

Description :

    1. Worked in a bank setting with customers, engaging in conversation with them about their banking needs.
    2. Able to introduce new products and services to customers and willing to ask for referrals.
    3. Worked with cash and ability to accurately count, add and handle currency.
    4. Handled money, securing customer approval and placing product orders Conducting needs-based consultative sales discussions to introduce Guaranty Bank products and services with in store customers.
    5. Completed emails, voicemails and other administrative functions.
    6. Achieved new learning, quality, and career heights with help from your Sales Associates and our training and development team.
    7. Developed working knowledge of all depository, lending and merchant card products in order to effectively service clients.
    8. Interacted and communicated with customers in person and on the phone to determine and meet their needs.
    9. Provided leadership and direction by maintaining positive customer service and bank policies -Developed and promoted effective community relations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Medical