Bank Specialist Resume Samples

A Bank Specialist provides friendly, accurate, and professional service to bank customers. A well-drafted Bank Specialist Resume indicates the following core tasks – processing customer deposits, cash checks; and issuing official checks; balancing daily work, researching differences; overseeing the operation of other bank workers, handling escalated issues; processing electronic business and mobile banking transactions; opening and closing accounts; suggesting appropriate bank products and services to customers, and identifying customer’s needs.

To work at this capacity, the following skills are needed – the ability to work as a team member, efficiency and accuracy; friendly and a positive attitude; retail banking experience; the ability to count currencies; and multitasking abilities. Most of the successful resumes for this post denote a degree and several years of work experience. Knowledge of all banking products and services is a mandatory requirement.

Bank Specialist Resume example

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 :

    1. Responsible for identifying customer financial needs.
    2. Responsible for the processing of all centralized aspects for the servicing of F&M Bank loans from funding to payoff.
    3. Responsible for preparing payoff demand statements and the related lien releases.
    4. Responsible for tickler set up for new loans in the Financial Tools OnTrack database.
    5. Responsible for processing fee and expense items to bank loans and OREO accounts.
    6. Responsible for the processing of all aspects for the Contract Servicing Accounts from account opening to closing.
    7. Acted as primary contact for CSA customer inquiries.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Provided information to customers with their needs and concerns. 
    2. Assisted customers with the creation of checking, savings, and certificate of deposit accounts.
    3. Assisted customers with bank account inquiries Opening and closing customer accounts Financial advisor.
    4. Achieved a high level of success by understanding customer needs and identifying opportunities to grow the business to quality standards.
    5. Assisted teammates in meeting/exceeding quality and productivity goals in the process of remittance, operations, and data entry from new customers and.
    6. Reviewed documents to identify incomplete, inconsistent, or illegible information according to company policy and procedures.
    7. Made sure members' funds are being handled correctly. 
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
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 :

    1. Saved branch thousands of dollars in potential P&L charge-offs by analyzing branch accounting reports to resolve transaction discrepancies.
    2. Ensured federal compliance and operational efficiency by auditing branch processes and activity logs.
    3. Passed Branch annual audits.
    4. Mentored two bank specialists throughout their ninety-day training periods.
    5. Rewarded for excellence with promotion to level II Bank Specialist and received two awards for individual achievement.
    6. Responsible for the branch when management was out-of-office.
    7. Provided account management expertise to clientele.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Answered 50-100 calls per day.
    2. Managed twelve software programs to help resolve customer difficulties. 
    3. Performed account maintenance by effectively communicating with upper-level management to investigate and resolve complex discrepancies.
    4. Routinely met and exceeded personal dashboard goals by cultivating new relationships with personal and local business clientele. 
    5. Imaged, uploaded, and researched multiple docs in multiple systems to close the Mortgage out of MERS. 
    6. Wrote and closed on auto and personal secured loans opened checking and saving accounts handled credit card applications.
    7. Responsible for financing and refinancing vehicle loans, travel trailers, and 4 wheelers also opening checking and savings accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
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 :

    1. Introduced customers to new products and services, and generated leads for other members of the sales team to close.
    2. Responsible for maintaining and balancing a cash drawer.
    3. Under direct supervision, processed customer transactions within established guidelines. 
    4. Increased bank sales 40% in the first year, securing 26 bank loans.
    5. Opened checking accounts, saving accounts, certificate of deposit accounts.
    6. Effectively communicates with customers regarding account information. 
    7. Acted as a point of contact for State Farm regarding Auto loans.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
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 :

    1. Maintained effective relationships with all customers and sold all financial products.
    2. Ensured compliance with regulations and standards.
    3. Coordinated with the lines of business in order to resolve all customer issues.
    4. Led new associates by acting as a mentor and trainer on sales techniques and call center procedures.
    5. Complied with numerous requirements including customer commitment time, sales revenue, calls per hour, units per day, call time, and customer satisfaction. 
    6. Appropriately utilized and handle sensitive, confidential, and personal customers.
    7. Oversaw the processing of customer and business payments.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Answer phones, prepare quotes for auto, home life, and health insurance.
    2. Processed claims and changes.
    3. Wrote auto loans and CDs.
    4. Updated production tracker. 
    5. Received cash awards for meeting monthly department quality standards.
    6. Effectively communicated with customers regarding account information.
    7. Assisted with non-payment correspondence.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
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 :

    1. Responsible for cash and check transactions; process night drop and mail transactions.
    2. Purchased and redeem government bonds and certificates of deposit.
    3. Crossed-sell all credit union products and services.
    4. Maintained cash drawer, order cash for drawer replenishment.
    5. Opened and closed all accounts; process and verify new account applications.
    6. Processed loan applications.
    7. Encoded, filmed, and closed out checks on a daily basis.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
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 :

    1. Handled multi-phone lines by receiving inbound and outbound customer calls.
    2. Processed and filed fraud reports and make adjustments to customer checking and savings accounts.
    3. Cashed checks and paid out money after verifying that signatures were correct, written and numerical amounts agreed, and accounts had sufficient funds.
    4. Received checks and cash for deposit, verified amounts, and checked accuracy of deposit slips.
    5. Entered customers' transactions into computer to record transactions and issue computer-generated receipts. 
    6. Performed daily calls regarding checking/savings accounts.
    7. Generated proficiency sales based on customer satisfaction.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
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 :

    1. Solicited existing and new customers for new auto loan refinancing.
    2. Prepared paperwork and do closings.
    3. Crossed-sell other bank products offered by State Farm.
    4. Maintained thorough knowledge of all bank products and services.
    5. Processed new accounts (Credit Cards, CD, IRA, and Safe Deposit Boxes).
    6. Assisted Tellers Balanced commercial night deposits.
    7. Compiled daily bank reports and weekly reports.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MAB