Banking Specialist Resume Samples

The job role of a Banking Specialist is to proactively grow and develop a relationship with existing and new customers and bring revenue to the Bank. Primary accountabilities listed on the Banking Specialist Resume include the following – offering lending, depositing and other product solutions to customers, providing service support, reaching out communities by visiting businesses and customers, conducting educational seminars, ensuring customer retention, achieving performance objectives, coordinating with staff and resolving all issues, managing management services and loans, and developing local competition strategies.

Desired qualifications include – good understanding of retail and small business products and strategies, proficiency in sourcing, acquiring and maintaining relationships with customers; understanding of sales prospecting and generating referrals, and an outstanding of banking products and services. A Bachelor’s degree along with retail experience is the common requirement.

Banking Specialist Resume

Summary : Extremely motivated, highly professional individual seeking employment in an organization where display knowledge, experience and skills as well as further enhance skills, knowledge and experience to ensure growth of employer while being able to take on and overcome the challenges of today's changing work environment.

Skills : Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, 65 WPM, Use of Office Equipment.

Description :

    1. Exceed all call metric goals Excellent communication skills.
    2. Handles the demands of a high-volume customer services call center.
    3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
    4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
    5. Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
    6. Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
    7. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
    8. Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Diploma


Sr. Banking Specialist Resume

Summary : A dedicated Financial Recovery Specialist: 3 years working for Vendor Recovery as a Financial Recovery Specialist. Cross trained in claims and edits giving working knowledge of the entire claims process.

Skills : Customer Service, Retail, Cash Handling, Sales, Microsoft Office.

Description :

    1. Worked as support personnel maintaining various reports and assisting with customer satisfaction for both internal and external customers by providing collections, billing and payment information.
    2. Responsible for escalated customers, delinquent /non-pay accounts, Bankruptcies, Amnesty, and updating and maintaining Pay-per-view reports.
    3. Handle collection adjustments for billing errors, service credits, late fee's etc.
    4. Provided support for the equipment retrieval efforts for the division.
    5. Key equipment returns, handle fed ex and ups equipment return package, move equipment to appropriate crew inventories and return to warehouse in line with division CPE policy.
    6. Handled miscellaneous billing for lost and stolen converters.
    7. Resolve customer complaints relating to change of liability, credit checks, disputes with agencies, death, separation, divorce and roommate situations via written correspondence.
    8. Complete verification and reporting activities in the billing system.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Diploma


Jr. Banking Specialist Resume

Objective : Dependable self-starter experienced in customer service, quality assurance and solving customer problems and concerns. Responsible and hardworking, self starter and produce quality and great customer service skill and meet deadlines.

Skills : Business.

Description :

    1. Provide excellent customer service and problem resolution when working with client's directly, either face to face or on the phone.
    2. Open new accounts based on applications submitted through the mail, W&S Life iNB system and Online Account Creation.
    3. Process deposits, withdrawals, account closures, CD renewals and loan transactions.
    4. Process and mails client transaction notices, including CD maturity, stop payment, address change requests, excessive transactions and nonsufficient funds activity.
    5. Fulfill information requests generated by direct mail and CRC leads tracking system.
    6. Initiate customer conversations to uncover customer needs and cross-sells banking products when applicable to ensure personal and Bank goals are consistently met and/or exceeded.
    7. Scans and indexes daily deposit and loan documentation into the Vision Content imaging system.
    8. Perform CIP/OFAC procedures, investigates discrepancies and when necessary performs follow-up with the applicant(s).
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
College Preparatory

Jr. Banking Specialist Resume

Headline : Seeking a position that will utilize leadership skills in higher education administration in a fast paced and challenging atmosphere. Proven success in multi-tasking and problem resolution. Will deliver diversity and a professional outlook in any operation.

Skills : Microsoft office, Troubleshooting, Phone etiquette, Phone skills, Inventory control, food & beverage, Customer satisfaction, Critical thinking.

Description :

    1. Reviews customer accounts for the prevention and detection of possible Fraud.
    2. Responsible for more involved research and analysis of account activity to assess levels of risk and fraud type.
    3. Completes inbound and outbound calls and take appropriate action based on transaction characteristics of greater complexity.
    4. Investigated daily incoming research and adjustment inquiries within the banks practices and procedures.
    5. Negotiated settlements with attorneys and executors regarding a claim and probate cases.
    6. Ensured that all cases are resolved in compliance with industry regulations and bank procedures.
    7. Collected in Frontline, Consolidated Backline, Charge-Off and Wealth and Preferred Collections Unit in which we serviced customers who had multiple relationships with us.
    8. Direct contact with customers to make the appropriate solution to assist their current financial needs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science

Banking Specialist/Analyst Resume

Headline : Establish and maintain good working relationships, hardworking, and a self-starter who enjoys taking challenges. Have organizational and analytical skills. A problem solver who can function well in a professional setting, an excellent team player.

Skills : Microsoft Office, Assistive Technology, Windows And Windows XP, Spanish, American Sign Language.

Description :

    1. Assisted private and privileged clients on daily banking necessities.
    2. Attended to clients' inquiries concerning new and current accounts (checking & savings accounts, certificates of deposit, lines of credit, home equity loans).
    3. Provided a substantial amount of information regarding products and services that would be found beneficial to the client.
    4. Resolved clients' concerns by directly contacting the appropriate department ensuring the issue does not go unnoticed.
    5. Underwent monthly training and informational sessions regarding new upcoming procedures and federal guidelines which are immediately put to use.
    6. Actively participated in the interviewing process of new hires.
    7. Assisted in teaching during informational/training sessions of new bank representatives on procedures, experience, regulations, and guidelines.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master's In Developmental

Banking Specialist/Supervisor Resume

Summary : Obtain a challenging position to utilize accounting knowledge and problem-solving skills. Provide reliability and dedication to contribute to the growth and development of your company.

Skills : MS Office, MS Excel.

Description :

    1. Served as a sole liaison between the customers, credit managers, branches, and various banking institutions.
    2. Responsible for researching and resolving Non-Sufficient Funds (NSF) payments.
    3. Initiated collection process for checks returned due to NSF payments or closed accounts.
    4. Analyzed, prepared, and reported the Automated Clearing House (ACH)/Electronic Fund Transfer (EFT) receivable funds for over 1500 branches on a daily basis.
    5. Processed bank corrections and encoded errors.
    6. Validated the accuracy of payments processed to corresponding branches.
    7. Provided ACH and other financial reports to the accounting department for financial statements and auditing purposes.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
BS In Accounting

Banking Specialist/Executive Resume

Summary : Being part of a strong company that will recognize the hard work of its employees. A company in which there is opportunity for internal growth professionally.

Skills : Military, Healthcare.

Description :

    1. Research and provide verification and documentation of client issues and resolution.
    2. Perform financial reviews of client portfolios and account analysis.
    3. Recognize the need/opportunity for additional products and services.
    4. Complete the sale and application process for deposit and credit products and services.
    5. Meet and exceed sales, accuracy, and efficiency goals while contributing to the overall sales success of the team, Call Center Sales & Service, and KeyBank.
    6. Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy.
    7. Work collaboratively in team environment to achieve team, department, and line of business commitments.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Diploma

Banking Specialist/Representative Resume

Summary : Banking Specialist position within an organization that can fully utilize skills to achieve their business needs and objectives.

Skills : Sales, Phone Communications, Auditing, Team Leader, Data Entry, Operations.

Description :

    1. Electronic Banking Oversaw all notices involving automatic payment, using Automatic Clearing House.
    2. Transferred currency on international level using electronic and virtual devices.
    3. Maintained, updated files, inventory, mailing, and database systems, manually or computer.
    4. Operated office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
    5. Performed cash management through virtual means.
    6. Communicated with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
    7. Computed, recorded, and proofread data and other information, such as records or reports.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Associate's In Management

Asst. Banking Specialist Resume

Headline : Bilingual English/Spanish, highly motivated individual with proven management sales, customer service and organizational skills. Computer system experience. Focused on new challenges and detail oriented.

Skills : Accounting, Finance.

Description :

    1. Provided untouchable customer service to customers, while satisfying their financial needs in one phone call.
    2. Explained and enrolled customers in different financial products to enhance their finances, while maintaining monthly sales targets per federal regulations.
    3. Educated customers on how to use bank products to reach their financial goals.
    4. Assisted customers in resetting their Online Bank Accounts.
    5. Maintained sales and quality monitoring targets for my immediate team.
    6. Monitored monthly sales goals and progress to improve efficiency and future sales targets.
    7. Remove merchant card authorizations from customers debit and credit card accounts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors Of Arts

Banking Specialist Resume

Summary : Dynamic, highly motivated Customer Service Professional with recognized strengths in client relations, time-management and trouble-shooting to deliver excellent customer satisfaction results. Ambitious, hardworking, quick thinker with excellent communication skills.

Skills : Finance, Accounting.

Description :

    1. Interact with members to provide them with information to membership inquiries via telephone calls, email, fax, postal mail and one on one interaction.
    2. Implement needed and/ or requested changes for members.
    3. Work to resolve member complaints by actively listening and seeking a resolution in accordance with company guidelines and policies.
    4. Maintain close contact with merchants and resolve all issues and inquiries concerning their accounts.
    5. Provide leadership and training to new hires.
    6. Work closely with other team members to resolve discrepancies or conflicts with accounts.
    7. Conduct billing, invoicing, and banking reconciliation.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Bachelor Of Arts