Personal Banking Officer Resume Samples

The main job role of a Personal Banking Officer is to oversee account opening, closing, and product sales activities. While specific duties vary from bank to bank, the following duties listed in the Personal Banking Officer Resume are common and core – identifying and contacting potential customers, advising customers on various banking services such as loans and credit cards; managing customer bank accounts; resolving issues with banking accounts or services; referring clients to inhouse financial experts; devising strategies to generate sales; and performing related administrative tasks.

The nature of the job demands the following skills – proven work experience, familiarity with personal banking practices and regulations; knowledge of banking software; the ability to work diligently; strong communication skills; negotiation skills; and customer-oriented approach. A degree in the field of banking, accounting or finance is commonplace among job applicants.

 

Personal Banking Officer Resume example

Personal Banking Officer Resume

Summary : Detailed focused, which allows to continuously act as an example of what satisfaction is for employer and the customers provide for. Strong sense of communication, can-do attitude & organization skills, time and time again result in successful & efficient completion of time-sensitive tasks and projects.

Skills : Quickbooks, Salesforce, Oscar.

Description :

    1. Oversaw Platform & Teller operations in Branch Manager's absence Assist Branch Manager in daily operations.
    2. Responsible for opening/closing procedures.
    3. Opened new accounts, close accounts, and various general account maintenance operations.
    4. Responded to inquiries from customers and employees.
    5. Provided training for bankers and tellers.
    6. Processed cash shipment orders with M&I cash vault.
    7. Followed up with customer issues and/or sales.
    8. Made decisions on overdrafts, non-posts and return items.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S. In Psychology


Sr. Personal Banking Officer Resume

Summary : To meet and convince customer for investments, accounts, insurance, credit cards and debit cards. Managed day to day accounting and banking activities in coordination with various departments based on business.

Skills : Articulate Storyline, Adobe Captivate, Microsoft Office, Facilitation, Training, Curriculum Development.

Description :

    1. Provided a full range of banking services to individual customers, emphasizing personal financial counseling and customer service.
    2. Developed strategies to grow the client base and implemented appropriate sales plans to target prospective customers.
    3. Referred opportunities to business partners that are appropriate.
    4. Resolved customer complaint issues promptly and effectively.
    5. Provided customers with personal financial counseling and lending services in order to discover opportunities to upsell deposit or lending products.
    6. Maintained a successful sales track in the retail banking environment by providing outstanding customer service and exceptional knowledge of financial needs.
    7. Strong sales skills selling financial products and convenience items.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science


Jr. Personal Banking Officer Resume

Summary : Transform bank relationships into partnerships necessary to increase stockholder returns and surpass sales goals. Continue to provide excellent customer service.

Skills : Banking, Customer Service, Management, Financial Analysis, Data Entry.

Description :

    1. Suggested new bank products and services to increase earnings and gain total account relationships.
    2. Served as Marketing Team Coordinator with a focus on bank objectives in advertising, cross-sales, direct mail, and promotions.
    3. Ensured compliance training with BSA/AML & OFAC.
    4. Mentored, supervised, and audit cash inventory of 13 tellers and 3 vaults.
    5. Assisted in recruitment and selection of new Teller staff, and monitored work performance for accuracy.
    6. Served as the backup to Vice President, Operations.
    7. Opened new deposit accounts and processed legal documents such as POD, Transfer by Affidavit, domiciliary letters.
    8. Responded to customer inquiries and problems to resolve bank operational issues.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Banking

Personal Banking Officer III Resume

Summary : An accomplished leader with expertise in developing high performing teams, increasing employee engagement, and communicating performance expectations in finance, mortgage and banking industries.

Skills : Mircosoft Office, Sales, Mechanically Inclined, Mechanically Inclined, Consulting.

Description :

    1. Developed financial relationships with customers through a consultative sales process.
    2. Educated and cross-sold alternate delivery and technology conveniences to clients to increase transaction efficiency and serve client needs.
    3. Maintained knowledge of internal audit procedures, legal requirements, and regulations.
    4. Exceeded personal annual sales and performance goals.
    5. Managed three banking assistants to ensure excellent customer service.
    6. Processed and closed over $5.7 million in consumer loans and lines in 2000 which represented a 50% increase from 1999.
    7. Achieved over $1.5 million in deposit growth.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Administration

Personal Banking Officer II Resume

Headline : Over 25 years in sales, banking, mortgage and the direct sales industries. Consistently met bank and customer service standards and was nationally recognized every year for the last 6 years with sales and recruiting.

Skills : Legal Research, Negotiations, Mediation, Arbitration, Customer Service, Outstanding Sales, Drafting/Writing.

Description :

    1. Oversaw a branch team consisting of 6 customer service representatives and 2 personal bankers.
    2. Trained all new Personal Bankers.
    3. Handled all ordering for BranchRecommended loan approvals and denials based on customer loan application reviews.
    4. Originated, reviewed, processed, closed and administered customer loan proposals.
    5. Submitted loan applications to loan underwriters for verification and recommendation.
    6. Developed prospects for new loans with 10-20 cold calls weekly.
    7. Reviewed and edited loan agreements to ensure accuracy.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Communications

Personal Banking Officer I Resume

Summary : Over 3 years of Operations experience in managing complex business areas across Operations. Experienced banker seeking employment opportunity with a bank to deliver exceptional customer service and further career in the banking industry.

Skills : Microsoft Office, Credit Analysis, Sales, Financial Analysis.

Description :

    1. Provided a full range of banking services to individual and business clients.
    2. Opened all new accounts and provided all branch system maintenance.
    3. Referred clients for additional services such as Loans, Merchant Services, Treasury Management Products and Wealth Management Services.
    4. Assisted Lenders on business calls with new and existing prospects.
    5. Managed own portfolio of clients totaling over $4M in deposits.
    6. Provided excellent customer service.
    7. Adhered to all bank policies and procedures built around bank regulations and requirements including CIP, BSA, CRA and other departments.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Banking

Personal Banking Officer/Agent Resume

Summary : Experienced Personal Banking Officer who effectively identifies and resolves complex closing issues. Coordinate with processors in collection and examination of documents needed to submit file to closing. Validate all documents to ensure compliance with the bank, regulatory and investor guidelines.

Skills : PC, Auditing, Banking, High Customer Service .

Description :

    1. Developed highly empathetic client relationships and earned a reputation for exceeding sales goals.
    2. Cross-trained and provided back-up for other customer service representatives when needed.
    3. Suggested new sales ideas which increased branch sales.
    4. Managed quality communication, customer support and product representation for each client.
    5. Served as the company's only bilingual German/English customer service representative.
    6. Earned Top Seller award for six consecutive years.
    7. Served as Teller, Customer Service Representative, and Personal Banking Officer.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business

Personal Banking Officer/Specialist Resume

Objective : Over ten years of Personal Banking Officer. Trained and built credibility with diverse groups with emphasis on cost effectiveness.

Skills : Customer Service, Banking, Security, Cash Handling, Cross Selling, Training, New Accounts, New Accounts, Personal Loans.

Description :

    1. Implemented and managed quarterly contests within the Customer Service Department.
    2. Allowed our branch to increase our ranking from 4th to 2nd within 12 months.
    3. Achieved and maintained the #1 ranking for 4 months.
    4. Led group to become the top-performing team for 5 months in Balance Transfers, and other upselling opportunities.
    5. Implemented a new employee benefits program which resulted in a 95% satisfaction rate.
    6. Over 90% of the employees identified the changes as improvements.
    7. Cross-trained within the Collections and Operations Support departments in an effort to become more diverse within the company.
    8. Promoted 5 times, for outstanding teamwork and performance for the success in 2 locations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA In Psychology

Personal Banking Officer/Supervisor Resume

Summary : Creative communicator with a successful track record of training and delivering materials and programs that increase corporate profitability, enhance image, and heighten employee effectiveness.

Skills : Management, Human Resources, Sales Management.

Description :

    1. Promoted bank products and services to a customer base.
    2. Designed, measured, and reviewed bank operations to ensure efficiency and effectiveness.
    3. Expanded business relationships with retail and consumer customers.
    4. Created customer loyalty by using all tools necessary to ensure 100% customer satisfaction.
    5. Achieved a 10 million dollar loan portfolio as a personal banker Customer Service Representative Processed customer transactions and inquiries in a timely and efficient manner.
    6. Resolved customer service issues and provided convenient financial solutions.
    7. Handled customer transactions in a timely manner with a high level, customer satisfaction.
    8. Met referral goals by promoting and cross-selling products and services.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Personal Banking Officer Resume

Summary : Experienced banker seeking employment opportunity with a bank to deliver exceptional customer service and further career in the banking industry.

Skills : Articulate Storyline, Adobe Captivate, Microsoft Office, Facilitation, Training, Curriculum Development.

Description :

    1. Provided a full range of banking services to individual and business clients.
    2. Opened all new accounts and provided all branch system maintenance.
    3. Referred clients for additional services such as Loans, Merchant Services, Treasury Management Products and Wealth Management Services.
    4. Assisted Lenders on business calls with new and existing prospects.
    5. Managed own portfolio of clients totaling over $4M in deposits.
    6. Adhered to all bank policies and procedures built around bank regulations and requirements including CIP, BSA, CRA and other departments.
    7. Followed established policies and procedures and internal controls to minimize loss exposure.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Banking