Personal Banking Specialist Resume Samples

A Personal Banking Specialist works in retail banking branches and undertakes the crucial task of assisting customers with various banking and financial needs. The job duties may include – assisting in opening checking and saving accounts, investing in banking products, obtaining mortgage and auto loans, and assisting with various needs. A well-drafted Personal Banking Specialist Resume mentions the following duties and responsibilities – helping customers with retirement planning, recommending and explaining banking services and products based on client’s needs; managing client bank accounts; presenting and selling banking services and products; referring clients to in-house financial experts, preparing documentation to open/close accounts, and processing applications for credit cards, and loan requests.

Skills and qualifications that highlight a resume are – working knowledge of personal banking practices, rules, and regulations; a detailed understanding of banking services and products; multitasking skills, and excellent communication sales. A degree and a certification in banking are recommended.

Personal Banking Specialist Resume example

Personal Banking Specialist Resume

Objective : Track record of 15+ years top performance including experience, education and achievements in mortgage services, underwriting, relationship management, regulatory compliance, financial analysis, loan processing, compliance, quality control, documentation management, training and policies and procedures.

Skills : Cash Handling, Report Writing, Supervision, Data Entry, Customer Relations, Maintaining records, Analyze Data, Directing Procedures, Attention to Detail, Typing, Public Speaking.

Description :

    1. Responsible for selling checking, savings, CD, money market and IRA accounts.
    2. Consistently ranked first in sales in the 2nd largest branch in county.
    3. Responsible for opening and closing the branch.
    4. Provided customer assistance and processed maintenance changes to customer accounts.
    5. Printed and reviewed daily branch reports.
    6. Extensive outbound calling to solicit new business for the bank.
    7. Processed applications for installment, CD, tax benefit, home improvement, home equity, 2nd mortgage, and commercial loans.
    8. Processed included verifying customer provided information, obtaining credit reports, verification of income/employment, and preparing all loan documentation.
    9. Processed commercial loan draws for clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Fine Arts


Personal Banking Specialist Resume

Headline : Personal Banking Specialist provides personalized banking services to customers. Managing the day-to-day operations of the bank including the daily and monthly payroll needs of the staff.

Skills : Customer Service, Administrative Assistant, Administrative Assistant, Asst Manager, Asst Manager.

Description :

    1. Performed queries in multiple databases.
    2. Tasked with adhering to government monetary regulations.
    3. Performed teller transactions including depository transactions, selling of monetary items, buying and selling foreign currency, issuing and redeeming savings bonds, performing loan payments, and being responsible for own cash drawer.
    4. Cross-trained as a personal banker with duties that include, but are not limited to: opening new accounts (both personal and business), CD transactions.
    5. Trained with high focus on customer service.
    6. Qualified as a training mentor for new associates.
    7. Adapted quickly to new systems and processes.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management


Personal Banking Specialist Resume

Objective : Operationally sound professional who is dedicated to get the job done with diligence, persistence and accuracy. Fast learner and have become efficient in using Microsoft Office, bringing resolution to matters and effectively communicating. Creates a positive working environment and am able to work individually or with a team.

Skills : Banking, Sales, Brokerage.

Description :

    1. Helped existing and potential customers with account information including opening checking accounts, savings, CD, IRA, depositing funds and making withdrawals.
    2. Typed figures for money orders and official checks.
    3. Referred customers for investments, assist tellers when needed.
    4. Cross sold credit cards to new and established customers.
    5. Answered phones to help customers with their questions and concerns.
    6. Increased customer loyalty by retaining top household and expanding portfolios with additional products and services.
    7. Developed new business relationships through networking and business development procedures.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Union Technical Education

Personal Banking Specialist Resume

Summary : To obtain a Personal Banking Specialist position with growth opportunity utilizing, professional skills and experiences to benefit production, as well as organizational culture.

Skills : Ultra Tax, Excel, Access, PowerPoint, Word, SAP, SOS, AHT, Care Organizer, Kronos, AS400, Dreamweaver, and Adobe Photoshop.

Description :

    1. Identified and implemented new financial solutions for customer needs.
    2. Built partnerships with third party financial institutions to increase penetration within their target markets.
    3. Implemented an overall investment strategy to meet client needs.
    4. Communicated effectively in writing and verbally with all levels of management, customers and other internal staff.
    5. Developed a consistent brand image that improves customer loyalty, trust, and satisfaction overall.
    6. Worked closely with external partners to drive brand quality improvement across all touch points, including eCommerce, marketing collateral, sales force training, etc.
    7. Collaborated closely with management to identify opportunities to drive revenue growth by improving margins.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Union Technical Education

Personal Banking Specialist Resume

Headline : Personal Banking Specialist in search of the next challenge after years of progressively assisting to grow a local boutique engineering recruiting firm. Increased candidate database by over 100,000 contacts in less than 5 years.

Skills : Microsoft Excel, MS Word, MS Works, Adobe, Windows.

Description :

    1. Initiated, sold, and maintained all bank products and services, such as: Checking, Savings, Money Market accounts, CDs, IRAs, and all types of lending (Consumer & Commercial).
    2. Maintained and furthered profitability of branch operations, reconcile general ledgers, and responsible for daily balancing of branch working fund/ATM Machine.
    3. Reviewed holds on accounts, credit references and other proper account maintenances.
    4. Prepared monthly, quarterly, semi-annual and annual audit reports.
    5. Determined appropriate course of action for uncollected funds, overdrafts, or negative balances on accounts.
    6. Performed teller transactions and duties.
    7. Accountable for updating and auditing all safe deposit boxes.
    8. Followed and remain up-to-date with bank policies and procedures.
    9. Delivered exceptional customer service to consumers and maintain ongoing customer relations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA In Political Science

Personal Banking Specialist Resume

Headline : Provide the work experience, school training, and driven attitude to make the best products for the consumer through leadership, teamwork, and safety.

Skills : Thorough knowledge of banking and financial services.

Description :

    1. Explained to customers the different types of loans and credit options that are available, as well as the terms of those services.
    2. Analyzed applicants financial status, credit, and property evaluations to determine feasibility of granting loans.
    3. Stayed abreast of new types of loans and other financial services and products to better meet customers needs.
    4. Met with applicants to obtain information for loan applications and to answer questions about the process.
    5. Worked with clients to identify their financial goals and to find ways of reaching those goals.
    6. Provided face to face sales and services to new and existing customers.
    7. Provided quality service and advice to clients on loan applications and deposit products.
    8. Met personal sales objectives by actively listening to clients financial needs and selling them the services.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management

Personal Banking Specialist Resume

Objective : Licensed banking/investment professional whose talents shine in a competitive, innovative and creative environment. Proven track record of increasing sales, improving client retention and growing customer base.

Skills : Organized Successful Events And Fundraising.

Description :

    1. Worked in the Customer Service Call Center.
    2. Took inbound calls from the bank customers and potential customers.
    3. Answered questions about checking, savings and certificate of deposit accounts.
    4. Addressed basic mortgage account inquiries.
    5. Trained to walk the customer through with their online banking questions.
    6. Opened new accounts for commercial and retail customers.
    7. Trained all new hires on the bank policies, procedures and teller system.
    8. Handled customer problems and issues as they arise.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelors In Economics

Personal Banking Specialist Resume

Headline : Over 12 years of successful experience with industry leaders in mortgage lending. Expertise in all facets of loan origination and closing. Demonstrated team leader and developer. Record of progression to assignments of increasing responsibility. Consistently meet/exceed challenging business development objectives.

Skills : Sales Management, Relationship Management, Coaching, Business Development, Private Banking, Referrals, Service, Management, Lending.

Description :

    1. Managed, retained and deepens a dedicated portfolio of Premier Consumer Retail Branch customers and convert/refer to Privet Clients.
    2. Developed new business and expands existing customer relationships.
    3. Responsible for assessing and handling customer banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services.
    4. Generated qualified referrals to Private Banking, Financial Advisors, Business Specialists, and others.
    5. Handled complex customer service issues in absence of or as directed by branch manager.
    6. Converted service opportunities into sales events.
    7. Managed the bank relationship with its customers and internal staff.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management

Personal Banking Specialist Resume

Objective : Personal Banking Specialist is responsible for ensuring that customers have the best possible experience when opening an account, whether that is with the bank or a third-party service provider.

Skills : Great customer service skills, Problem-solving and critical-thinking skills.

Description :

    1. Provided credit and loan counseling and financing for owner-occupied property, business expansion, and personal loans.
    2. Managed relationships with customers, vendors, and suppliers.
    3. Evaluated potential clients for credit risk.
    4. Controlled inventory as needed to meet sales targets and forecasts.
    5. Set up new client accounts (allowing them to fund their account).
    6. Collected application fees, processing payments, and closing new accounts on time.
    7. Reviewed credit applications in order to make recommendations for approval or denial.
    Years of Experience
    Experience
    2-5 Years
    Experience Level
    Level
    Junior
    Education
    Education
    Bachelor Of Science

    Personal Banking Specialist Resume

    Headline : Personal Banking Specialist will be responsible for delivering high quality service to a vast client base of customers, providing comprehensive banking products and services in a highly collaborative and customer-centric environment.

    Skills : Excel, Customer Service, Computer Literate, MS Office, Fast Learner, Team Player.

    Description :

      1. Provided personalized customer service to all customers at all times.
      2. Answered client questions about their personal banking needs and preferences.
      3. Ensured compliance with regulatory requirements such as FDIC insurance requirements and know your customer (KYC) policies.
      4. Provided support for international banking transactions using a wide variety of languages and currencies.
      5. Ensured compliance with regulatory requirements such as FDIC insurance requirements and know your customer (KYC) policies.
      6. Performed other duties as assigned by the CIO or senior management.
      7. Prepared preapproval letters for applicants who are not eligible for a loan.
    Years of Experience
    Experience
    5-7 Years
    Experience Level
    Level
    Executive
    Education
    Education
    Diploma