Branch Banker Resume Samples

Being in the management role, the Branch Banker is shouldered with various banking tasks and duties. Some of the core duties carried out and listed on the Branch Banker Resume include some or all of the following – promoting and marketing the branch products to customers, meeting clients and resolving their issues or complaints, ensuring a high level of customer satisfaction, monitoring sales goals and targets, reporting to head office, directing and coordinating financial activities, recruiting and training staff members, overseeing training programs, examining and evaluating loan applications, classifying and analyzing risks and investments, and directing insurance negotiations.

Candidates interested in this type of challenging career should groom and depict such skills and qualifications as – people skills, a flair for sales, a head for numbers and business, decisive-nature, honesty and trustworthy, discreet in maintaining confidentiality, a thorough knowledge of banking rules and regulations and banking software proficiency. This position can be obtained through any of these ways – apply to the banks through a graduate scheme, or join in the customer service role of the bank and work through ways to reach this rank.

Branch Banker Resume example

Branch Banker Resume

Headline : Dependable, responsible, detail oriented professional, experienced in customer service, retail and administrative office support. Knowledgeable in most office functions and able to multi task in any given environment.

Skills : Sales, Customer Service, Financial Needs.

Description :

    1. Followed all bank rules and regulations.
    2. Stayed abreast of all changes to ensure compliance with current guidelines.
    3. Served as the primary contact for new and prospective clients.
    4. Responsible for all account openings and cross-selling other products and services to clients.
    5. Performed basic client account maintenance.
    6. Handled teller transactions as needed and ensured a high level of client service.
    7. Supported team sales process by referring clients to other lines of business and bank partners.
    8. Participated in training classes and completed computer-based training.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.S in Finance


Branch Banker Resume

Summary : To obtain a permanent and challenging career with the organization by utilizing talents, knowledge, and skills to the best of ability and to apply a psychological approach to help facilitate in approving loans.

Skills : Positive relationships, Processing Loan Payments, Sales Goals.

Description :

    1. Supervised and coordinated activities of workers engaged in receiving and paying out money.
    2. Worked with independence in coordinating and assigning work and resolving problems.
    3. Prepared work schedules and prioritizes work.
    4. Answered questions and resolves difficult or complex problems presented by tellers or other staff.
    5. Performed a variety of tellers and leadership duties involving a minimum staff of three tellers and clerks.
    6. Performed semi-annual and annual review of Teller performance.
    7. Consulted with new and existing account holders to identify banking needs.
    8. Processed all new account transactions; assisting customers in their selection of various accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S in Finance


Branch Banker Resume

Summary : As a Branch Banker over 5 years experienced in spending most of the time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions.

Skills : Lesson Planning, Client Service Maintenance, Handling cash.

Description :

    1. Provided courteous and professional client service of performing accurate transactions.
    2. Greeted the client, smiling, using the client's name during the transaction, and thanking each client.
    3. Provided the perfect client experience through a number of 5-star rated secret shops.
    4. Performed the basic transactions of a paying and receiving teller such as accepting deposits.
    5. Loaned payments, verifying cash and endorsements, cashing checks within limits.
    6. Obtained further authorization when necessary, issuing money orders, cashier's checks.
    7. Continuously demonstrated extensive knowledge of each product through online training and exams.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
General Education

Branch Banker Resume

Headline : Talented and effective at multi-tasking and maintaining a friendly attitude under pressure. Efficiently builds loyalty and long-term relationships with customers while consistently achieving individual sales goals.

Skills : Financial Analysis, Sales, Customer Service.

Description :

    1. Assessed clients' financial situations to develop strategic financial planning solutions.
    2. Maintained friendly and professional customer interactions.
    3. Executed customer transactions, including deposits, withdrawals, money orders, and checks.
    4. Rapidly and efficiently prepared customer and ATM cash and change orders.
    5. Executed wire transfers, stop payments, and account transfers.
    6. Advised clients on the mortgage, educational, and personal loans.
    7. Processed quarterly Vault and ATM audits with a zero error rate.
    8. Answered telephone inquiries on banking products including checking, savings, loans, and lines of credit.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.S in Accounting

Branch Banker Resume

Summary : Branch Banker Professional who excels in fast-paced environments and experienced in customer service, merchandising, and cash handling. Looking to obtain a position where can utilize entrepreneurial spirit and customer service skills.

Skills : Technical Skills, Management.

Description :

    1. Provided exceptional customer service by practicing BB&T's values.
    2. Performed transactions such as accepting deposits and loan payments.
    3. Verified cash and endorsements, cashing checks within limits, issuing money orders.
    4. Responsible for handling and analyzing confidential information to protect against fraudulent activities.
    5. Provided professional client service, which includes, performing accurate transactions.
    6. Welcomed the client, smiling, using the client's name during the transaction, and thanking each client for his or her business.
    7. Handled proportionate volume of work based on branch demands.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S in Finance

Branch Banker Resume

Summary : To assist management and to work well with others with knowledge in Microsoft Access, Able to accurately file records Experienced in various professional and drive to learn to succeed programs.

Skills : Microsoft Office Suite, Revitas Contract Manager.

Description :

    1. Served as the primary contact for new account openings and cross-sell other products and services to clients.
    2. Supported team sales process by acting upon or referring identified client needs.
    3. Served as a contact for client problem resolution regarding deposit, credit, and other products and services.
    4. Continued to grow in role and support team sales efforts by attending weekly sales, service.
    5. Adhered to internal controls, operational procedures, and risk management policies.
    6. Performed bankers in both branch and market and periodically ranked.
    7. Uncovered client's needs and have developed very lucrative business relationships for the branch.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S in Finance

Lead Branch Banker Resume

Summary : Highly qualified Branch Banker with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment.

Skills : Bank Products, Savings Accounts, Operational Procedures.

Description :

    1. Assisted clients with their accounts, helping clients with resolving issues.
    2. Answered phones and emails, conducting wire transfers, opening new accounts, selling products.
    3. Answered emails and phones and helping balance client accounts.
    4. Assisted the teller line with cashing checks, taking deposits, and balancing cash drawers.
    5. Able to help clients find financial security and success during these difficult economic times.
    6. Able to make a difference in the lives of clients by assisting and going out of the way.
    7. Impacted that being a team player has on fellow employees.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Branch Banker Resume

Headline : Passionate about working with a team and providing support where it is needed in a fast-paced environment to develop and manage the financial goals of an organization.

Skills : Management, Property Management, Financial goals.

Description :

    1. Assisted clients efficiently and timely with their transactions.
    2. Maintained accurate records and thorough proper handling and balancing of all monies assigned.
    3. Performed opening and closing procedures to ensure a productive work day.
    4. Set and achieved goals to participate in the sales and referral process of the branch.
    5. Developed and maintained relationships with clients to ensure they receive the perfect client.
    6. Experienced and are satisfied with their financial well being.
    7. Opened, closed, and maintained accounts for new and existing clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.S in Finance

Branch Banker Resume

Headline : Experienced professional with over 3years with the involvement of many aspects of banking from a help desk for training development for the bank to fraud claim has focused on delivering perfect client experience.

Skills : Sales, Client Problem Resolution, Client Relationships.

Description :

    1. Responsible for building long-term relationships with clients in-person and by phone.
    2. Worked to understand client's financial needs and conservatively address them by making appropriate.
    3. Referred the client to a financial partner.
    4. Managed relationships within the branch and deliver superior quality service in-person.
    5. Supported all daily operations of the branch, including timely and efficient completion.
    6. Maintained accurate records and thorough proper handling of all monies assigned.
    7. Maintained proper cash shipment logs and vault balancing Atm maintenance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.S in Finance

Branch Banker Resume

Summary : To obtain a full-time Branch Banker position with a well-established company in a stable environment that will lead to a lasting relationship where can maximize skills and knowledge.

Skills : Typing, Administrative Assistant, Customer Service, Sales.

Description :

    1. Processed different types of customer transactions.
    2. Assisted with daily ATM and vault duties and responsibilities.
    3. Provided error resolution and prompt efficient customer service.
    4. Solicited and sold bank products and services.
    5. Opened, serviced, and closed all types of personal accounts.
    6. Ordered cash and supplies for the branch.
    7. Opened new customer accounts, including checking, savings, and lines of credit.
    8. Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.S in Finance