Customer Service Banker Resume Samples

A Customer Service Banker works for banks and renders support and assistance to customers with their basic banking services. The primary duty is to help customers protect their accounts by reviewing suspicious activities, reversing transactions, and reissuing debit and credit cards. Work activities typically listed on the Customer Service Banker Resume are – answering questions about account types and banking products such as CDs, money market accounts, loans, and credit cards, checking the status of customer accounts and tracking checks and payments, reviewing and explaining account charges, assisting banking customers who are the victim of theft, identify thefts, and frauds; and assisting with address changes.

Employers look for candidates with the following skills – great at helping people, strong ability to multitask, the ability to provide various types of services, high level of customer service, a good understanding of standard bank transactions, and common product and services, basic math skills, and the ability to work with various types of software and technology. Experience with banking software and cross-selling services and experience in a bank or financial setting is an asset. While a high school diploma or GED will suffice, possessing a bachelor’s degree is useful for those who hope to move into other banking industry areas.

Customer Service Banker Resume example

Customer Service Banker Resume

Headline : To seek employment at an entry level and/or on the job training in the area of customer service with an opportunity to grow within the corporation.

Skills : Customer Service, Compliance, Experience with sensitive information.

Description :

    1. Handled incoming calls in regards to customer issues and questions.
    2. Customer-centric attitude Utilized state of the art customer service software to provide optimal customer service and solutions.
    3. Experienced daily customer interaction in regards to personal and business banking.
    4. Consistently achieved quarterly sales goals by effectively recommending financial products and services resulting in bonus incentives.
    5. Opened personal and business checking accounts.
    6. Performed home equity and auto loan applications and closings.
    7. Cross sold to existing customers via telephone and on site.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Business Administration


Customer Service Banker Resume

Summary : Over 15 years of customer service and problem resolution experience. Almost 10 years of oil and gas experience in supply and demand management includes managing allocations and providing technical support to all Shell and Motiva terminals across the US, this also included being on call on some weekends.

Skills : Problem Resolution, Analytical, Ms. Office.

Description :

    1. Included answering 75-100 inbound calls from retail customers regarding their account balances, transaction history and any general inquiries.
    2. Worked with branch personnel as needed to resolve customer issues.
    3. Processed foreign currency transactions, offered other retail banking products and escalated calls as needed.
    4. Made a difference in how customers perception when contacting a call center by answering the calls with a smile.
    5. Gained their trust and often customers would call and ask for me by name.
    6. Received numerous accolades for leadership and customer focus.
    7. Used Strong communication Problem resolution Effective listening and empathy.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
GED


Customer Service Banker Resume

Headline : Responsible for Balancing daily transactions and cash totals in an accurate, efficient, and timely manner, Maintaining effective oral and written communication with all credit union employees to ensure coordination and exchange of information for accomplishing credit union goals.

Skills : STNA, Data Entry, Pick And Pack, Windows Xp, Customer Service, Clerical, Warehouse, Cleaning, Typing, Microsoft.

Description :

    1. Determined customers' financial services needs and prepare proposals to sell services that address these needs.
    2. Contacted prospective customers to present information and explain available services.
    3. Sold services or equipment, such as trusts, investments, or check processing services.
    4. Checked to ensure that appropriate changes were made to resolve customers' problems.
    5. Determined charges for services requested, collect deposits or payments, or arrange for billing.
    6. Refered unresolved customer grievances to designated departments for further investigation.
    7. Contacted customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Customer Service Banker Resume

Objective : As a Customer Service Banker, responsible for Maintaining a professional appearance suitable for person-to-person interviews with members of the credit union; following guidelines of the credit union dress code, Attending monthly staff meetings, training sessions as assigned by immediate Supervisor.

Skills : Data entry, Customer Service, Picking.

Description :

    1. Attracted potential customers by answering product and service questions suggesting information about other products and services.
    2. Opened customer accounts by recording account information.
    3. Resolved product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; and following up to ensure resolution.
    4. Maintained financial accounts by processing customer adjustments.
    5. Prepared product or service reports by collecting and analyzing customer information.
    6. Recommended potential products or services to management by collecting customer information and analyzing customer needs.
    7. Contributed to the team effort by accomplishing related results as needed.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelors

Customer Service Banker Resume

Headline : To obtain employment that will allow me to use my extensive skills and knowledge in customer service, retention processes, performance management and drive for results to add profit to the company bottom line.

Skills : Planning Skills, Organizational Skills.

Description :

    1. Received inbound calls for credit and mortgage products.
    2. Made outbound calls to sell bank products and other bank related services.
    3. Used credit reports to determine credit worthiness of potential applicants.
    4. Excellent customer service skills and organizational skills used.
    5. Trained and developed new talent.
    6. Used retention tools to keep clients' business.
    7. Reviewed billing accounts, interest rates and customers' profiles.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Customer Service Banker Resume

Objective : Great motivational and coaching abilities Dynamic public speaker Exceptional listening skills Persistent sales skills Thorough knowledge of transaction and management systems.

Skills : Managing Skills, Computer Skills.

Description :

    1. Responded to customer emails concerning questions about their accounts.
    2. Resolved problems concerning customer accounts.
    3. Voluntarily cross-trained in various areas (business banking, fraud prevention, claims) to provide more well-rounded service to customers and to better support my unit.
    4. Selected for management training.
    5. Assigned to various new, high-profile projects for evaluation/implementation.
    6. Used Computers, customer interaction, analytic/problem-solving skills.
    7. Assisted with maintenance/security of cliental account integrity.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MS

Customer Service Banker Resume

Objective : To find career advancement opportunities where I can utilize my determination, willingness and commitment to an organization to get the job done. I am a very quick learner who can absorb new ideas and is experienced in coordinating, planning and organizing a wide range of administrative activities.

Skills : Proficient In Microsoft Office.

Description :

    1. Answered calls from customers.
    2. Assisted with accounts on balance, inq on other types of accounts, make xfers account to account, xfer customers to other departments, notated accounts, troubleshooting debit cards, updated profiles and in transactions, etc.
    3. Met quality metrics.
    4. Promoted to Senior Customer Service Banker Team promotions Skills Used Typing Call handle time Customer service Computer software- Windows, Issuer Direct, Iris, Touch point, Email, Etc.
    5. Reviewed loan applications and advise members of loan policies and rate information.
    6. Assisted in the process of clear vehicle titles and paid loan documentation.
    7. Openned share, share drafts, smart club, Christmas club, and IRA accounts.
          Years of Experience
          Experience
          2-5 Years
          Experience Level
          Level
          Executive
          Education
          Education
          BS In General Studies

          Customer Service Banker Resume

          Headline : Responsible for Anticipating customer needs to support first contact resolution, Adhering to bank policies and procedures, Managing reputational risk by complying with risk standards.

          Skills : Monitoring Skills, Supervising Skills.

          Description :

            1. Prepared weekly sales reports for the sales team and sales management.
            2. Performed market research surveys on customer needs and requirements.
            3. Ability to adapt to quickly to change Strong written and verbal skills Teamwork.
            4. Coached newly hired colleagues on banking services and operations procedures.
            5. Responsibly performed opening and closing procedures.
            6. Received incoming calls from customers and employees with a broad range of Customer Service inquiries and works to find a solution.
            7. Assisted with card services and customer facing technologies such as online banking, mobile banking, and telephone banking.
                                Years of Experience
                                Experience
                                5-7 Years
                                Experience Level
                                Level
                                Junior
                                Education
                                Education
                                MS

                                Customer Service Banker Resume

                                Headline : To secure a position with a well established organization that would lead to a great relationship in the field of sales and/or customer support. I am excited for the opportunity to use my creative, intellectual, and communication skills within this organization.

                                Skills : MS office, Cleaning Skills.

                                Description :

                                  1. Maintained a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions.
                                  2. Followed proper procedures accurately and efficiently for all customer-servicing activities performed.
                                  3. Served as the single point of contact for customers in order to retain existing customers and develop new customer relationships.
                                  4. Consistently met and often exceeds performance goals and actively participates in all sales campaigns; promote new products and services and educate customers and peers within the bank.
                                  5. Participated in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
                                  6. Consistently met customer service expectations by offering excellent service over the phone in order to build rapport with customers and generate customer loyalty.
                                  7. Opened new accounts, certificates of deposit, and all other ancillary products offered by the bank.
                                  Years of Experience
                                  Experience
                                  5-7 Years
                                  Experience Level
                                  Level
                                  Executive
                                  Education
                                  Education
                                  MS

                                  Customer Service Banker Resume

                                  Headline : As a Customer Service Banker, responsible for Assisting members with unauthorized use of ATM/Visa debit cards, Assisting members with forgery claims on checking accounts, Providing prompt and courteous service to members.

                                  Skills : Organizational Skills, Customer Service.

                                  Description :

                                    1. Identified and matched customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
                                    2. Answered customer questions, provide account opening information, and ensures that proper paperwork is completed and entered on the computer system.
                                    3. Completed all required compliance exams on a yearly basis.
                                    4. Adherenced to all First United Policies and Procedures.
                                    5. Dressed professionally.
                                    6. Managed time effectively and work independently, without close supervisor.
                                    7. Used good judgment and exercise decision-making skills.
                                      Years of Experience
                                      Experience
                                      5-7 Years
                                      Experience Level
                                      Level
                                      Executive
                                      Education
                                      Education
                                      G.E.D