Customer Service Banker Resume Samples

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.

Experience

5-7 Years

Level

Executive

Education

Master Of Business Administration

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.

Experience

10+ Years

Level

Senior

Education

GED

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.

Experience

5-7 Years

Level

Executive

Education

Business Administration

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.

Experience

2-5 Years

Level

Executive

Education

Bachelors

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.

Experience

5-7 Years

Level

Executive

Education

High School Diploma

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.

Experience

2-5 Years

Level

Junior

Education

MS

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.

Experience

2-5 Years

Level

Executive

Education

BS In General Studies

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.

Experience

5-7 Years

Level

Junior

Education

MS

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.

Experience

5-7 Years

Level

Executive

Education

MS

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.

Experience

5-7 Years

Level

Executive

Education

G.E.D