Banking Associate Resume Samples

A Banking Associate is a banking staff who undertakes the duty of handling clients in the financial industry. The job description entails working with clients and identifying the financial needs of the client and to develop effective methods to meet their short-term and long-term goals. A well-drafted Banking Associate Resume indicates the following duties and responsibilities – evaluating data, creating a portfolio of investment options; serving as the first point of contact for clients; maintaining a relationship with current clients; taking responsibility for securing new funding sources; managing the creation and execution of client transactions.

A career in this field demands outstanding analytical abilities. These associates are expected to be good in researching and evaluating techniques and be able to translate data into strategies for their clients. Strong communication skills are needed to guide customers and the associates are also expected to have good technical skills. Normally, a bachelor’s degree is suitable to take up this profession.

Banking Associate Resume example

Banking Associate Resume

Headline : Service-focused professional and friendly team player with outstanding customer service. Excellent at juggling multiple tasks and work well under pressure. Flexible, hardworking, and willing to learn with the drive to succeed. Seeking a role to utilize my skills, abilities, and experiences while giving the opportunity to expand my knowledge and understanding in my career growth and advancement.

Skills : Customer Service Expert, Superb Data Entry, Communication Skills.

Description :

    1. Filed and Maintained provider records, charts, payments, and miscellaneous in JD Edwards (JDE).
    2. Reconciled the Hawaii Medicaid Disbursement Account.
    3. Prepared the daily/weekly/monthly balances and outstanding check details.
    4. Maintained Reconciliation Files (all reports, forms, logs, bank adjustments, etc.).
    5. Ensured balancing of the weekly payment cycle.
    6. Determined customer needs to effectively sell bank products and services and make appropriate referrals. Meet branch goals for deposit growth, personal and business accounts, and Individual Retirement 
    7. Accounted (IRAs). Meet enrollment goals for ancillary products.
                        Years of Experience
                        Experience
                        5-7 Years
                        Experience Level
                        Level
                        Junior
                        Education
                        Education
                        High School Diploma


                        Banking Associate Resume

                        Objective : Seeking a Banking Associate position that is challenging and allows working with and serving others. I'm energetic, friendly, and very reliable. I have over seven years of customer service experience in fast-paced environments. My ability to learn quickly and efficiently helps me to succeed in anything I do.

                        Skills : Customer Service, Organization, Microsoft Office, Typing 80 WPM, Friendly, Phone Etiquette, Fast Learner, Customer Satisfaction, Problem Solving.

                        Description :

                          1. Performed daily deposit verification, monthly reconciliation, and conducts research on exception items relating to Dollar Tree Stores, Inc.'s store depository bank accounts with supervision and review by the Treasury Manager.
                          2. Reconciled monthly and annual bank deposits from stores.
                          3. Researched of missing deposits or over/short discrepancies.
                          4. Worked closely with the accounting department to communicate issues and customer calls and resolve these issues.
                          5. Accurately processed customer banking transactions in the teller system.
                          6. Exhibited and applied a thorough understanding of account title structures and their resulting impact on account ownership, access to funds, and FDIC insurance coverage
                          7. Maintained a basic understanding of loan, investment, and merchant products and refer customers to appropriate bank personnel to help branch meet referral goals.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        Bachelor Degree


                        Banking Associate Resume

                        Objective : Banking Associate with 2 years of experience in Investigating and correcting errors reported by customers. Opening Depository Accounts. Responsible for maintaining the branch's safe deposit box system including new rentals, access to rented boxes, payments, and maintenance.

                        Skills : Quickbooks, Microsoft,  Organizational Skills.

                        Description :

                          1. Maintained the highest level of customer service to make sure that the branch achieves its monthly and quarterly mystery shop scores.
                          2. Managed daily and weekly report of the referrals from the teller line and also outside sources.
                          3. Provided customers with the information about different banking products.
                          4. Consistently updated the knowledge of all the compliance issues and make sure they are being properly implemented.
                          5. Monitored the weekly shipment in and out of the currency.
                          6. Participated in discussions and give feed back to the BBM and AM so as to increase branch's business.
                          7. Accurately and efficiently processed transactions such as customer deposits and cashing checks.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        MBA In Business Management

                        Banking Associate Resume

                        Objective : Utilize over 8 years of Banking Associate experience in various areas including multitasking, asset allocation, handling onsite issues, scope management, asset management, and budget management to boost product output and bolster company profits while striving to maintain staff morale.

                        Skills : Excel, Sap, Crystal Reports, Modeling Skills, Assisting Skills.

                        Description :

                          1. Created a connection and develops a rapport with customers to provide outstanding, personalized service.
                          2. Listened carefully and connects with customers to understand their top financial priorities and uncovers products and solutions that will benefit them.
                          3. Ensured that customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs.
                          4. Met and exceeded sales goals by influencing customers to learn about products/services that will benefit them.
                          5. Assisted customers with inquiries and/or problem resolution in a professional and composed manner, and escalates to managers as appropriate.
                          6. Informed and educated customers on how to conduct simple transactions through self-service technologies.
                          7. Followed, established policies, procedures, and guidelines to protect both our customers and the company.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        GED

                        Banking Associate Resume

                        Objective : Banking Associate with 2 years of experience in engaging in proactive sales and customer service activities including teller transactions, selling bank products, and developing referral opportunities.

                        Skills : Microsoft Word And Excel, Type 45 Wpm, Phone Etiquette, Accounting Skills, Computer Skills, Customer Service.

                        Description :

                          1. Gathered information and analyzed the market.
                          2. Carried out detailed data analysis and valuation.
                          3. Provided in-depth market reports.
                          4. Identified issues affecting clients.
                          5. Developed client relationships and present ideas to clients.
                          6. Executed trades and secured deals with new clients.
                          7. Informed market-making traders about relevant issues with their customers and products.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        MBA

                        Banking Associate Resume

                        Objective : As a Banking Associate, responsible for Creating necessary forms or submit instructions for account maintenance such as stop payments, holds, AFTs, and debit cards. Experience in Demonstrating an understanding of the impact of federal regulations on daily activities and stay abreast of changes through the completion of training classes.

                        Skills : Analytical Skills, Attention to detail, Managing Skills.

                        Description :

                          1. Provided account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night, ATM & mail deposits; selling cashier's checks, and series e bonds; answering questions in person & on the telephone.
                          2. Recorded transactions by logging cashier's checks, traveler's checks, and other special services; prepared currency transaction reports.
                          3. Cross-sold bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.
                          4. Completed special requests by closing accounts; taking orders for checks; opening and closing Christmas clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completed safe-deposit box procedures.
                          5. Reconciled cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining a supply of cash and currency.
                          6. Complied with bank operations and security procedures by participating in all dual-control functions; audited other tellers' currency; assisted in the certification of proof.
                          7. Maintained customer confidence and protected bank operations by keeping information confidential.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        Bachelor's In Accounting

                        Banking Associate Resume

                        Headline : To obtain a Banking Associate with 2 years of experience in helping management teams craft the storyline to position their companies for saleTraveled with clients on roadshows and with senior bankers on-site visits. Responsible for Building a network of colleagues both inside CS and outside that will strengthen your career throughout professional life

                        Skills : MS Office, Managing Skills, Banking Skills.

                        Description :

                          1. Maintained positive working relationships with other departments, specialists, attorneys, etc.
                          2. Processed loan documents, money transfers, payments, overdrafts and other routine transactions.
                          3. Prepared cashier's checks.
                          4. Validated checks and Identified bank customers.
                          5. Placed money orders and returns to Loomis; Verified all money coming.
                          6. Obtained market prices from market-making traders and executed trades.
                          7. Built, developed, and maintained partnerships with teammates and specialists to maximize effectiveness and serves customers.
                        Years of Experience
                        Experience
                        5-7 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        B.A. In Media Studies And Film

                        Banking Associate Resume

                        Objective : Banking Associate with 1 year of experience in Providing training to branch officials and business correspondents about Financial Inclusion Plan and Point of Transaction (POT) devices.

                        Skills : Computer Skills, MS Office, Data Entry.

                        Description :

                          1. Consolidated and compiled data of all unbanked sectors under the Financial Inclusion Plan on monthly basis.
                          2. Persuaded business units and correspondents for achieving 100% household coverage in the unbanked sectors.
                          3. Received account opening forms from business units and check the same as per KYC (Know your customer) norms.
                          4. Sent the account opening forms to FINO (Financial inclusion and networking operations) for the creation of smart cards.
                          5. Distributed the cards back to business units for onward issuance to the respective customers.
                          6. Compiled all the statements comprising of business correspondents and village details.
                          7. Submitted the consolidated progress to the Reserve Bank of India (RBI) on monthly basis.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        G.E.D

                        Banking Associate Resume

                        Objective : A highly motivated with extensive experience in client relations, administrative, and customer service. I have exceptional interpersonal and communication skills with proficiency to promote confidence, build and maintain a business/client relationship with punctuality and accuracy as key abilities for performing efficiently and diligently.

                        Skills : Technical Skills, Attention to detail, Multitasking.

                        Description :

                          1. Educated new and existing customers about the features and benefits of the bank's products.
                          2. Assisted in-branch sales initiatives.
                          3. Demonstrated knowledge of the bank's policies and procedures.
                          4. Assisted both internal and external clients with requested transactions such as deposits, check to cash, opening new accounts, and account maintenance.
                          5. Assisted in the daily operations of the banking office; balancing ATM/night drop, maintaining cash vault for the banking office, and verifying courier deposits.
                          6. Resolved complex client issues. Accepted loan applications for processing.
                          7. Ordered and shipped currency through the Federal Reserve to maintain the branch's vault limits or meet customer demand.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        Diploma

                        Banking Associate Resume

                        Objective : Banking Associate professional seeking employment in an office setting has fifteen years' experience in an office environment; is skilled at handling multiple cross-functional tasks with tight deadlines and confidentially while providing excellent and timely customer service.

                        Skills : Researching Skills, Developing Skills, Multitasking, Critical Skills.

                        Description :

                          1. Opened new customer checking and savings accounts as well as serviced and performed maintenance upon them.
                          2. Promoted bank services and products, resulting in branch sales increase.
                          3. Balanced daily deposits and bank vault inventory with a zero error rate.
                          4. Researched and resolved customer issues in regards to their accounts.
                          5. Maintained confidentiality of bank records and client information.
                          6. Received regional branch recognition award for outstanding customer service (stopped a robbery).
                          7. Delivered prompt, accurate, and excellent customer service.
                          8. Transferred funds from the main vault to the drop vault and/or cash recycler to meet expected daily demand.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        GED