Bank Specialist Resume
Headline : As a Bank Specialist, to guide, direct, and coach staff to deliver exceptional service to customers and prospects. To advise customers on lending/credit card strategies and products that meet their financial objectives
Skills : Customer Service, Communication Skills, Time Management Skills.
Description :
- Responsible for identifying customer financial needs.
- Responsible for the processing of all centralized aspects for the servicing of F&M Bank loans from funding to payoff.
- Responsible for preparing payoff demand statements and the related lien releases.
- Responsible for tickler set up for new loans in the Financial Tools OnTrack database.
- Responsible for processing fee and expense items to bank loans and OREO accounts.
- Responsible for the processing of all aspects for the Contract Servicing Accounts from account opening to closing.
- Acted as primary contact for CSA customer inquiries.
Experience
5-7 Years
Level
Executive
Education
GED
Bank Specialist Resume
Objective : To pursue a challenging and career-oriented position within the company, which offers immense opportunities based on skills, business experience, and customer satisfaction.
Skills : Quickbooks, Microsoft Office, Customer Relations.
Description :
- Provided information to customers with their needs and concerns.
- Assisted customers with the creation of checking, savings, and certificate of deposit accounts.
- Assisted customers with bank account inquiries Opening and closing customer accounts Financial advisor.
- Achieved a high level of success by understanding customer needs and identifying opportunities to grow the business to quality standards.
- Assisted teammates in meeting/exceeding quality and productivity goals in the process of remittance, operations, and data entry from new customers and.
- Reviewed documents to identify incomplete, inconsistent, or illegible information according to company policy and procedures.
- Made sure members' funds are being handled correctly.
Experience
2-5 Years
Level
Junior
Education
BS
Bank Specialist Resume
Headline : Hard-working employee with a positive and lifting attitude Dedication to the job and the work ethics Optimistically involved with well job performance Driven customer service skills and upright behavior.
Skills : Customer Service, Management Skills, Detail-Oriented.
Description :
- Saved branch thousands of dollars in potential P&L charge-offs by analyzing branch accounting reports to resolve transaction discrepancies.
- Ensured federal compliance and operational efficiency by auditing branch processes and activity logs.
- Passed Branch annual audits.
- Mentored two bank specialists throughout their ninety-day training periods.
- Rewarded for excellence with promotion to level II Bank Specialist and received two awards for individual achievement.
- Responsible for the branch when management was out-of-office.
- Provided account management expertise to clientele.
Experience
5-7 Years
Level
Executive
Education
MAB In Corporate Finance
Bank Specialist Resume
Summary : Obtain a Bank Specialist position as a team-player in a people-oriented organization where I can maximize my customer-service experience in a challenging environment to achieve corporate goals.
Skills : Microsoft Word, Computer Literate, Account Management.
Description :
- Answered 50-100 calls per day.
- Managed twelve software programs to help resolve customer difficulties.
- Performed account maintenance by effectively communicating with upper-level management to investigate and resolve complex discrepancies.
- Routinely met and exceeded personal dashboard goals by cultivating new relationships with personal and local business clientele.
- Imaged, uploaded, and researched multiple docs in multiple systems to close the Mortgage out of MERS.
- Wrote and closed on auto and personal secured loans opened checking and saving accounts handled credit card applications.
- Responsible for financing and refinancing vehicle loans, travel trailers, and 4 wheelers also opening checking and savings accounts.
Experience
7-10 Years
Level
Management
Education
MBA
Bank Specialist Resume
Objective : As a Bank Specialist, Responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customers immediate and future financial needs.
Skills : Retention, Team Leadership, Social Perceptiveness.
Description :
- Introduced customers to new products and services, and generated leads for other members of the sales team to close.
- Responsible for maintaining and balancing a cash drawer.
- Under direct supervision, processed customer transactions within established guidelines.
- Increased bank sales 40% in the first year, securing 26 bank loans.
- Opened checking accounts, saving accounts, certificate of deposit accounts.
- Effectively communicates with customers regarding account information.
- Acted as a point of contact for State Farm regarding Auto loans.
Experience
2-5 Years
Level
Junior
Education
BA In Media Studies
Bank Specialist Resume
Headline : The goal is to obtain a challenging position where I can expand my customer service and sales experience while gaining opportunities for growth. Have an extensive background in customer service and managerial experience.
Skills : Active Listening Speaking, Service Orientation, Social Perceptiveness.
Description :
- Maintained effective relationships with all customers and sold all financial products.
- Ensured compliance with regulations and standards.
- Coordinated with the lines of business in order to resolve all customer issues.
- Led new associates by acting as a mentor and trainer on sales techniques and call center procedures.
- Complied with numerous requirements including customer commitment time, sales revenue, calls per hour, units per day, call time, and customer satisfaction.
- Appropriately utilized and handle sensitive, confidential, and personal customers.
- Oversaw the processing of customer and business payments.
Experience
5-7 Years
Level
Executive
Education
MBA
Bank Specialist Resume
Headline : To assists in the administration of a full-service branch with a focus on the operations of the branch. and ensure that customer services are provided including opening accounts, fulfilling customer information requests, resolving routine, and addressing complex challenges.
Skills : Microsoft Office, Customer Service, Data Entry.
Description :
- Answer phones, prepare quotes for auto, home life, and health insurance.
- Processed claims and changes.
- Wrote auto loans and CDs.
- Updated production tracker.
- Received cash awards for meeting monthly department quality standards.
- Effectively communicated with customers regarding account information.
- Assisted with non-payment correspondence.
Experience
5-7 Years
Level
Executive
Education
GED
Bank Specialist Resume
Summary : Seeking a Bank Specialist position that will allow me to use my extensive financial services skills to provide a high level of customer service and build lasting relationships. Desire a position that will allow me to continue to grow my skills and learn new aspects of my field.
Skills : Complex Problem-Solving, Strong Customer Service.
Description :
- Responsible for cash and check transactions; process night drop and mail transactions.
- Purchased and redeem government bonds and certificates of deposit.
- Crossed-sell all credit union products and services.
- Maintained cash drawer, order cash for drawer replenishment.
- Opened and closed all accounts; process and verify new account applications.
- Processed loan applications.
- Encoded, filmed, and closed out checks on a daily basis.
Experience
10+ Years
Level
Senior
Education
MBA
Bank Specialist Resume
Objective : Seeking the position of Bank Specialist, responsible for the management of the branch in the absence of the Bank Manager. To participate in sales activities and branch staff development.
Skills : Financial analysis, Customer service, Sales processing
Description :
- Handled multi-phone lines by receiving inbound and outbound customer calls.
- Processed and filed fraud reports and make adjustments to customer checking and savings accounts.
- Cashed checks and paid out money after verifying that signatures were correct, written and numerical amounts agreed, and accounts had sufficient funds.
- Received checks and cash for deposit, verified amounts, and checked accuracy of deposit slips.
- Entered customers' transactions into computer to record transactions and issue computer-generated receipts.
- Performed daily calls regarding checking/savings accounts.
- Generated proficiency sales based on customer satisfaction.
Experience
2-5 Years
Level
Junior
Education
Associates Degree In Accounting
Bank Specialist Resume
Summary : Looking for a challenging, yet exciting career within the Customer Service/ Sector where my past skills, education, the experience can be utilized to provide excellent customer service.
Skills : Outlook, Customer service, Accounting Skills.
Description :
- Solicited existing and new customers for new auto loan refinancing.
- Prepared paperwork and do closings.
- Crossed-sell other bank products offered by State Farm.
- Maintained thorough knowledge of all bank products and services.
- Processed new accounts (Credit Cards, CD, IRA, and Safe Deposit Boxes).
- Assisted Tellers Balanced commercial night deposits.
- Compiled daily bank reports and weekly reports.
Experience
7-10 Years
Level
Management
Education
MAB
