Consumer Banker Resume Samples

A Consumer Banker also referred to as the Personal Banker will undertake the duty of assisting consumers in managing the day-to-day accounts and finances. The job description entails building long-term relationships with clients and cross-selling the Bank’s product and services. A well-written Consumer Banker Resume mentions the following duties and tasks – advising customers about various bank services, identifying the needs of the consumer; resolving issues with banking services and accounts; referring clients to inhouse financial experts; reaching out potential customers and generating new business; presenting financial products and services, and performing administrative duties.

The most common qualifications include – knowledge of personal banking practices and regulations; familiarity with banking software; excellent communication systems; customer-oriented approach to handling problems; and the ability to meet targets and work diligently. A Degree in finance is needed to work at this level.

Consumer Banker Resume example

Consumer Banker Resume

Summary : Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals.

Skills : Microsoft Office, Microsoft Word, Ms Word, MS Office, Ms Excel.

Description :

    1. Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction.
    2. Demonstrated initiative, a commitment to continuous learning.
    3. Able to adapt to changing demands and requirements.
    4. Able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
    5. Able to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service.
    6. Opened accounts, manage customer conflict resolutions.
    7. Taken loan applications, personal, automobile, mortgage, home equity.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science


Sr. Consumer Banker Resume

Summary : Versatile, professional with more than four years in financial sales and some management experience. Outstanding hands-on individual who motivates, and provides guidance to fellow employees to ensure consistent results well beyond expectations. Organized self-motivator who's earned fast-track promotions through a proven record of achievement. Strategic problem-solver with ability to work across all levels of an organization and uncover ways to produce new sources of revenue through sales.

Skills : Critical Thinker, Excellent Research , Detail Oriented, Microsoft Word, Excel, PowerPoint, Organizational Planning, Professional Demeanor.

Description :

    1. Referred customers to appropriate bank personnel to meet their financial needs.
    2. Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
    3. Compiled information about new accounts, entered account information into computers, and filed related forms or other documents.
    4. Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
    5. Investigated and corrected errors upon customers' request, according to customer and bank records.
    6. Answered customers' questions, and explained available services such as deposit accounts, bonds, and securities.
    7. Represented the bank to customers, the public, government, and other external sources.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School Diploma


Jr. Consumer Banker Resume

Headline : To obtain a challenging position as a Customer Account Representative.

Skills : Excellent Office .Microsoft Office Suite; Word, Outlook, Excel, PowerPoint, QuickBooks.

Description :

    1. Established, Maintained, and deepened Customer Relationships.
    2. Processed requests from customers related to services offered.
    3. Assisted in answering of questions regarding account activity.
    4. Updated of Customer's address and contact information.
    5. Monitored calls and provided coaching opportunities.
    6. Observed and evaluated calls based on established company guidelines Suggested improvement to increase the quality of service delivered to customers Participated in calibration sessions, in accordance with the established calibration process.
    7. Reviewed new loans for applications to computer system and subsequent balances.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
Diploma In Music

Consumer Banker III Resume

Summary : Seeking a rewarding management position utilizing extensive background and strong communication skills in the fields of finance, training, human resources and computer support.

Skills : Management, Merchandising, Payroll Management, Team Building, Training, Leadership, Cash Handling,.

Description :

    1. Consistently exceeded sales goals.
    2. Effectively utilized excellent communication skill to initiate conversations with prospective and current customers.
    3. Developed sales strategies to promote products and services.
    4. Monitored sales results of team and encourage all team members to meet their goals.
    5. Established and maintained all records related to payroll, benefits and affirmative action.
    6. Conducted employment assessments and training development, as well as initiated hiring and termination procedures.
    7. Responsible for orientation for all new employees which include a review of benefits, insurance, payroll and all policy and procedures applicable to the position filled.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Consumer Banker II Resume

Objective : To obtain a position with a company that will allow to utilize extensive customer service, human resource and project coordination experience to benefit employer.

Skills : Typing, Excel.

Description :

    1. Interviewed customers to determine their exact needs.
    2. Recommended and opened customer accounts.
    3. Verified all documentation and identification required to obtain an account.
    4. Maintained proper records of monthly statistics.
    5. Handled all customer service issues regarding everyday maintenance of accounts.
    6. Ensured customers are properly and satisfactorily assisted.
    7. Represented the bank as an established, solid, and professional entity.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Consumer Banker I Resume

Summary : 4 years Reconcillation 2 yrs Account payables and receivables 5 years of customer and vendor management skills.

Skills : Presentation and Public Speaking, Facilitation, Customer Service, Microsoft Office.

Description :

    1. Determined reasons for delinquency.
    2. Negotiated payment arrangements.
    3. Collected past due mortgage accounts.
    4. Mitigated risk to Chase and/or investors on loans in default.
    5. Advised of the possible consequences of not meeting the obligations.
    6. Called customers and receive calls from customers to work-out payment arrangements.
    7. Collected on past due mortgage accounts, answering customer calls and contacting customers based on the Dialer System.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA In Communications

Assistant Consumer Banker Resume

Summary : Requires knowledge of multiple products and ability to deepen or retain relationships through service and sales.

Skills : Microsoft Office, Microsoft Word, Ms Word, MS Office, Ms Excel.

Description :

    1. Processed loans including Commercial and Small Business, Customer Service, Opening of new accounts, and maintaining accounts.
    2. Managed tellers: scheduling, payroll, audit, reviews.
    3. Validated customers as the integral foundation of the bank.
    4. Opened new accounts for new and existing customers; maintain satisfaction of customer's experience with company and the products offered and utilized.
    5. Assisted Operations officer with day to day tasks pertaining to banking regulations, audits, education and continuing education for employees in branch.
    6. Ensured compliance with all Federal Regulations and Fair Labor Practices.
    7. Opened new accounts and performs maintenance on existing accounts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Jr. Consumer Banker Resume

Summary : Required to solve problems and investigate/resolve a wide variety of Issues and requests that include gathering additional information, setting . Provides customer service, handles customer situations and ensures that total customer satisfaction is maintained.

Skills : MS Applications Type 60wpm, Numeric 16,000kpm Licensed Life Insurance Agent.

Description :

    1. Opened all new accounts.
    2. Monitored overdrafted accounts.
    3. Opened and closed bank.
    4. Ordered all cash.
    5. Shipped and received cash for branch.
    6. Conducted on-sites at employers, universities, and organizations.
    7. Handled complaints, settled disputes, and resolved grievances and conflicts, or otherwise negotiated with others.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS

Assistant Consumer Banker I Resume

Summary : Responsible for generating leads, building new and maintaining existing relationships, resulting in outcomes that define great customer experiences.

Skills : Consumer Lending, Sales, Customer Service, Cash Handling, Organizational, Leadership.

Description :

    1. Refered customers to appropriate bank personnel to meet their financial needs.
    2. Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
    3. Compiled information about new accounts, enter account information into computers, and file related forms or other documents.
    4. Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
    5. Investigated and corrected errors upon customers' request, according to customer and bank records.
    6. Answered customers' questions, and explain available services such as deposit accounts, bonds, and securities.
    7. Executed wire transfers of funds.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associates Of Science

Consumer Banker Resume

Summary : Accomplished office professional with extensive background in and thorough knowledge of financial services, customer service and team building Experienced in developing and implementing programs to improve customer service skills Exceptional organizational and managerial skills.

Skills : Accounting, Excel, Excellent Communication, Microsoft Office, Banking, Dependable, Google Docs, Payroll.

Description :

    1. Implemented successfully the Work Perks Bank-at-Work benefit program.
    2. Achieved over 150% of the checking account goal each month consistently.
    3. Collected and recorded customer deposits and fees, and issue receipts using computers.
    4. Performed foreign currency transactions and sell traveler's checks.
    5. Provided loan counseling to customers and reviewed overdrafts for branch.
    6. Performed day-to-day administrative tasks such as maintaining information files and processing paperwork.
    7. Required knowledge of multiple products and ability to deepen or retain relationships through service and sales.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
High School Diploma