Banking Assistant Resume Samples

A Banking Assistant is hired to help the customers who visit the bank. The job description entails assisting the customers with their deposits, payments, and other queries. A well-written Banking Assistant Resume mentions the following duties and responsibilities – gathering customer data, inspecting loan documents, following banking guidelines to ensure security, and checking customer payments. Other crucial duties include – providing direct client service to banking clients, assisting in providing administrative support to the banking team, processing account opening for banking and investment accounts, solving routine and complex client inquiries and service issues, and maintaining records and reports.

A well-written resume for this post mentions skills such as – listening skills, customer service skills, computer proficiency, good numeracy skills, huge experience in banking-related compliance issues; solid understanding of loan documentation, and excellent phone skills. Most resumes in this field portray a degree in banking or finance.

Banking Assistant Resume example

Banking Assistant Resume

Headline : Seeking a Banking Assistant position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : MS Office, Banking, Managing Skills.

Description :

    1. Worked in the Treasury Services department (TRS).
    2. Compiled different types of MIS returns to RBI (Central Bank of India) & HSBC Group Head Office on daily, weekly, monthly, quarterly, half-yearly & yearly basis.
    3. Monitored of Income & expenditure reports, limits monitoring.
    4. Followed up & rectification of incorrect transactions posted by various other sections of the bank.
    5. Calculated the reserves on the forex interbank deals done during the day.
    6. Calculated the daily SLR (Statutory Liquidity Ratio) for the Treasury division.
    7. Provided the RBI Auditors with all the information required by them in different formats.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Commerce


Banking Assistant Resume

Summary : A Post Graduate in Banking Assistant with in excess of 10 years working experience in diverse industries. Experienced in effectively handling areas of Corporate sales, Performance Management, Customer Service, Administrative duties and Complaint Resolution. Core strengths Customer Relationship Management. Organizational skills.

Skills : Customer Service, CRM, B2B Sales, Retail Sales, Microsoft Office, Performance Management, Business Development, Problem Solving, Organizational Skills.

Description :

    1. Delivered hands-on training and grooming for new recruits.
    2. Appointed as a relationship banker for high net worth or HSBC premier customers.
    3. Rated excellent in cross selling and up-selling retail banking products.
    4. Assigned duty of monitoring the usage of the CRM system.
    5. Involved in building and maintain relationship with assigned High Net worth Retail customers of branch.
    6. Ensured compliance of security and banking policies and guidelines in banking assistant functions.
    7. Scanned loan files into Director, promissory notes, security agreements, loan documents, financial statements, etc. in support of loans being made by the Business/Retail Bankers, and ongoing routine administration documents.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
GED


Banking Assistant Resume

Headline : Hardworking, organized, Banking Assistant professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.

Skills : Planning Skills, MS office, Multitaking.

Description :

    1. Provided banking assistance to bank customers in handling their deposits and payments.
    2. Assisted and supported bank administration in its operational issues.
    3. Gathered and analyzed financial and related data of customers.
    4. Assisted customers in handling their deposits and check payments.
    5. Assisted banking personnel in preparing and checking bank documents and statements.
    6. Liaised between banking personnel and customers.
    7. Promoted and crossed-sell banking products and services to customers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Banking Assistant Resume

Objective : Banking Assistant with 2 years of experience in Handling daily incoming customer requests and inquiries in a professional manner, Processing payments and advances on loans, and also Performing account maintenance and research as needed.

Skills : Excel And Powerpoint, Japanese, SAS, VBA.

Description :

    1. Accurately and timely processed transactions for all customers dealing with the Bank.
    2. Made personal connections, engage and educate clients, ask open-ended questions and listen to establish trust and build lasting relationships.
    3. Displayed confidence with clients when sharing advice, product knowledge, and solutions.
    4. Possessed drive, initiative and knowledge to provide financial options for clients using a consultative approach.
    5. Educated and connected clients to technology solutions.
    6. Operated within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training.
    7. Engaged and partnered with team members and other lines of business to offer the most appropriate solutions.
    8. Learned products, services, and procedures quickly and accurately.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                Associates In Accounting Program

                Banking Assistant Resume

                Objective : To serve with an establishment that allows Banking Assistant professional and personal growth, and affords the use of my gifts and skills acquired by me for its benefit.

                Skills : Typing, Accounts Receivables, MIMICS, Microsoft Office, Destination Management, Calendar Management, Songwriting, Arranging, Producing, Directing.

                Description :

                  1. Responsible for the daily operations and processing of banknotes returned from commercial banks for verification; posting discrepancies, and reconciliation of various commercial bank accounts.
                  2. Trained of Teller staff.
                  3. Prepared and checked internal and external correspondences (i.e. memorandums, letters, reports etc.).
                  4. Trained personnel for various departmental related duties SOFTWARE EXPERIENCE Microsoft Word Microsoft Access Microsoft PowerPoint Microsoft Excel.
                  5. Ensured that quality service is given to the Business/Retail Banker and their customers. 
                  6. Handled loan closings as necessary when loan officer is not available.
                  7. Received loan payments, checks loan activity from the previous day, and works accordingly.
                                Years of Experience
                                Experience
                                2-5 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                Associate Of Arts In Business Management

                                Banking Assistant Resume

                                Objective : To establish a long-term career in a company where I may utilize my Banking Assistant professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

                                Skills : PowerPoint, Avoloq, Excellent Customer Service, Communication, Time Management, And Organizational.

                                Description :

                                  1. Managed customer portfolio, build long term relationships with customers.
                                  2. Crossed-sell products and services.
                                  3. Pulled credit bureaus underwrite loans and process loan applications.
                                  4. Requested updated insurance information for all loan customers.
                                  5. Opened deposit accounts for qualifying customers.
                                  6. Reviewed deposit and loan accounts for accuracy.
                                  7. Delivered exceptional customer experience by acting with a client-first attitude.
                                Years of Experience
                                Experience
                                2-5 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                Associates In Accounting Program

                                Banking Assistant Resume

                                Headline : Responsible for Working directly with Centralized Doc Support on preliminary loan closing requirements such as include flood certifications, credit reports, residential appraisals, environmental reports, UCC searches, or other reports as needed.

                                Skills : Word, PowerPoint, Access, ACT, Outlook, Photoshop, Illustrator, QuickBooks, APS-PO. SAP.

                                Description :

                                  1. Provided support to commercial and consumer bankers.
                                  2. Coordinated activity in support of the credit approval process, compiling loan data and borrow and property information.
                                  3. Supported bank customers by proving service in account management, operations, documentation, customer service, and technical support.
                                  4. Utilized knowledge and familiarity of all aspects of the commercial and consumer lending process.
                                  5. Loaned document preparation and processing.
                                  6. Maintained and updated loan documents in order to ensure that the bank has opportune and precise financial information.
                                  7. Generated and reviewed credit documents.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                Certificate In Management

                                Banking Assistant Resume

                                Summary : Banking Assistant professional with over 7 years' experience seeking an accountant position in a growing and dynamic organization. Demonstrated ability to ensure timely approval of invoices and payments, rationally identifying procedure-enhancing processes, keenly researching corrective actions for problem invoices.

                                Skills : Word/Excel, Bilingual/Sign Language.

                                Description :

                                  1. Responsible for treasury back-office operations and Import transactions for corporate customers in Southern India.
                                  2. Handled booking, cancellation of forwarding contracts; liaising with treasury offices of corporate customers for underlying exposures and treasury advice; and handling treasury audits.
                                  3. Responsible for opening Letters of Credit, making direct, advance, and collection bill payments, and raising delivery orders.
                                  4. Ensured all transactions were as per URC and UCP.
                                  5. Worked in the Retail Assets Div of the Branch and was responsible for processing loans and solving customer queries on personal, home, and educational loans.
                                  6. Assisted the vice president of the local established credit union.
                                  7. Processed customer transfers, such as deposit account and credit transactions.
                                Years of Experience
                                Experience
                                7-10 Years
                                Experience Level
                                Level
                                Management
                                Education
                                Education
                                BS

                                Banking Assistant Resume

                                Objective : Currently looking for an entry/mid-level Banking Assistant position as export compliance and licensing specialist, for which my legal background, my accreditation in export control, my bilingual skills, and my diplomatic experience will be strong assets.

                                Skills : Customer Service, Customer Service, Fax Machine, Fax Machine, Computer Skills, Telephone.

                                Description :

                                  1. Handled all administrative duties to support managing directors, associates and analysts.
                                  2. Made all senior executive travel arrangements.
                                  3. Processed and traced expense reports and reimbursements.
                                  4. Maintained client list database.
                                  5. Answered, screened, and routed calls.
                                  6. Oversaw calendars for management and scheduled meetings.
                                  7. Maintained success in an ever-changing environment.
                                Years of Experience
                                Experience
                                0-2 Years
                                Experience Level
                                Level
                                Entry Level
                                Education
                                Education
                                G.E.D

                                Banking Assistant Resume

                                Objective : A highly skilled and well trained Banking Assistant professional with a Higher National Diploma in Accounting and extensive experience of working within a variety of industries including security, transport, finance, and exports. I have gained a robust and varied skill set, including an aptitude for administrative and operational efficiency and a strong customer focus.

                                Skills : Microsoft, Typing 65 WPM, Managing Skills.

                                Description :

                                  1. Provided strong customer service, offering advice and sharing products and services to help clients meet their financial needs.
                                  2. Worked in an environment that requires a mix of phone-based and video-based customer interaction.
                                  3. Engaged clients over the phone and video both inbound and outbound.
                                  4. Made clients feel appreciated and being their advocate.
                                  5. Listened carefully and assisting clients with their questions or issues.
                                  6. Showed initiative and proactively prevent problems for our clients.
                                  7. Made customer's lives easier by sharing and setting up self-service options so that they can access their accounts how, when and where they want.
                                  Years of Experience
                                  Experience
                                  2-5 Years
                                  Experience Level
                                  Level
                                  Executive
                                  Education
                                  Education
                                  Bachelor's In Business Management