Personal Phone Banker Resume Samples

A Personal Phone Banker is responsible for assisting clients, or customers over the phone with regards to all aspects of banking products and services. A well-drafted Personal Phone Banker Resume mentions the following work activities – assisting customers with internet banking, answering all questions relating to banking products and services; clarifying issues relating to ATM and other banking services, updating customers’ database, assisting in the research of bill payment, transaction errors, and other pending applications, and informing customers about their fixed deposits renewals, loan interest payments, and other matters on behalf of the bank.

The most sought-after skills for the post include the following – banking experience, familiarity with the internet and internet browsers, good working knowledge of MS Office, some knowledge of relevant banking software, bilingual skills, and mathematical skills. Job postings for this role generally require a high school diploma or GED, but most employers prefer a degree in finance or business.

 

Personal Phone Banker Resume example

Personal Phone Banker Resume

Headline : To apply my skills and knowledge to a professional organization that will enhance and improve my abilities as a long-term employee and to allow me to interact professionally and work effectively as a team contributor.

Skills : Accounting, Data Entry, Ten-Key, Tyler Technologies Utility Billing.

Description :

    1. Versatiled team player who enjoys responding to customers' concerns and helping them define their financial goals.
    2. Resolved customer concerns over the phone.
    3. Offered products that meet customers' ongoing financial needs.
    4. Cared deeply about providing exceptional customer service.
    5. Received recognition for meeting sales goals.
    6. Enjoyed making a positive first impression to all customers.
    7. Used critical thinking, solve problems, and develop customer relationships.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management


Personal Phone Banker Resume

Objective : As a Personal Phone Banker, responsible for Working to meet existing branch performance standards in areas such as operating loss control, bank secrecy, and compliance with established policies and procedures, and also Demonstrating strong communication skills (written and verbal).

Skills : Excellent Written And Verbal Communication.

Description :

    1. Assisted customers over the phone with all of their banking needs.
    2. Updated customer account information.
    3. Provided detailed information on products and services based on customers' needs (cross-selling/up-selling).
    4. Completed research requests, information, and function of new accounts, policies, procedures, and rules and regulations of phone banking.
    5. Entered customer orders and processed payments.
    6. Assisted customers with billing, corrections, complaints, and returns.
    7. Provided callbacks if needed.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Personal Phone Banker Resume

Objective : Responsible for responding to queries from front-line branch teams (Bank Tellers & other Dpts.) billing explanation, money transfers disputing charges, waiving fees due to bank errors, removing charges made by merchants, decreasing/increasing credit line request by current customers, using MS-DOS Operating System.

Skills : Operating System, MS Office.

Description :

    1. Managed customer's portfolio, cross-selling promoting products and services.
    2. Provided broad base of financial and credit services with the goals foracquiring 100% of the customer's business, Productivity & aggressive salesgoals/quotas were met, as well as product referrals and profit.
    3. Answered inquiries by incoming calls to the communication contact center via all channels including online chat & hard/soft phone system, handled a veriaty of incoming customer calls related to technology and complex processes related to retail online Banking, including in house calls between dpts.
    4. Serviced were also offered to Team Members For Instance Branch Tellers, Reward Reps, Dispute Account Reps.
    5. Achieved sales targets by the up-selling of Investment products to existing and new accounts, activating additional Mutual Funds, Insurance and Saving accounts.
    6. Used profiling analysis tools to identify cross-selling opportunities.
    7. Assisted on the teller line as needed.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS In General Studies

Personal Phone Banker Resume

Headline : Personal Phone Banker with years of experience in a variety of Office and Education environments providing support to administrators.Versatile in offering administrative experience in both corporate and non-profit office environments. Customer service trained and qualified. Experienced in Behavioral Health and Developmental Disabilities. Seeking a role of increased responsibility and authority. Obtained Federal Government Security Clearance in 2009. FBI Background Current to Date.

Skills : Microsoft Office Suite, Copiers, Scanners, Fax, Correspondence.

Description :

    1. Solved problems, and developed customer relationships.
    2. Educated in banking guidelines and statutory regulations requirements to stay updated on new laws and applications.
    3. Trained in Banking Regulations, codes, finance guidelines, banking customer service, Banking terminology, loan requirements and processing.
    4. Corresponded with customers' concern about deposits, withdrawals, transactions, problem solving or evaluating customers' eligibility and financial need for loans and grants.
    5. Familiared with the policies and services of a bank in order to answer questions and offer various options as solutions.
    6. Primarily worked with customers over the phone, but find solutions through bank computer software applications as well alongside other personal bankers handling the same job with face to face customers.
    7. Informed customers of new products in banking that could financially benefit each customer Responsibilities also include but not limited to, opening new checking, savings accounts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA In Business

Personal Phone Banker Resume

Objective : To establish employment with a company that has advancement opportunities for employees who are dedicated to a personal, as well as a professional pursuit of excellence.

Skills : Microsoft Office, Horizon, Branch Platform, Customer Service, Computer Skills.

Description :

    1. Answered calls in regards to bank accounts, loan applications, customer service for First National Bank Texas, Fort Hood National Bank, and First Convenience Bank.
    2. Worked with Horizon and branch platform to transfer funds, order bank cards, change contact information, travel advisories, etc.
    3. Gave the customers my all, regardless of the how simple or complex the situation or task was.
    4. Used Outgoing personality, great computer skills with typing at 97 wpm, always kind, helpful, great team player, and respectful.
    5. Built a clientele to help them succeed financially.
    6. Had additional duties for recognition for team members who provided top notch customer service.
    7. Occasionally managed a team of 20-30 team members by providing lead support.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Or Equivalent

Personal Phone Banker Resume

Headline : To obtain a part-time Personal Phone Banker position with an emphasis on Sales Support/Office Management utilizing extensive experience and skills. Productive in contributing effectively towards the objectives of a team, and is able to share knowledge, ideas, and information.

Skills : Microsoft Office, Customer Service, Money Handling.

Description :

    1. Received customer calls and assisted with banking problems, questions, and concerns.
    2. Received customer calls and assisted with banking problems, questions, and concerns.
    3. Use banking product knowledge to expand customer relationships through consultative sales.
    4. Handle incoming calls from Wells Fargo's customers.
    5. Managed customer portfolio services, relationships, and cross selling of all products and services.
    6. Thrived on customer interactions and never missed an opportunity to market a product or new service that would greatly benefit my customer.
    7. Serviced each customer with a friendly, courteous manner while following strict procedures for handling various types of inquiries.
        Years of Experience
        Experience
        5-7 Years
        Experience Level
        Level
        Executive
        Education
        Education
        GED

        Personal Phone Banker Resume

        Headline : To utilize my experience and knowledge for the benefit of the organization that employs me and encourages me to progress as a professional. I will be a strength to the team I am a part of, being motivated and efficient regardless of the challenges that arise.

        Skills : Microsoft Powerpoint, Banking Skills.

        Description :

          1. Provided expert account conversion advice and service to Wells Fargo customers Found satisfaction in offering the right financial solutions to help customers with Wells Fargo Products and Services, such as: saving accounts, foreign exchange online, wire transfers, account conversions, account analysis, and credit card adjustments.
          2. Took pride in exceeding goals and was a recipient of recognition for maintaining a high referrals and profit proxy metrics.
          3. Successfully handled 50-80 customer calls per day with a 20% referral rate consistently.
          4. Demonstrated basic knowledge of PC skills including the ability to navigate computer applications in a Windows environment and have the proven ability to utilize multiple productivity tools.
          5. Continuously performed in a fast paced highly monitored environment and demonstrated the ability to quickly adapt to changing priorities.
          6. Found satisfaction in building professional relationships with different customers and team members.
          7. Sold products and services and achieved aggressive sales goals that were measured daily.
        Years of Experience
        Experience
        5-7 Years
        Experience Level
        Level
        Executive
        Education
        Education
        MS

        Personal Phone Banker Resume

        Objective : Seeking a Personal Phone Banker position that will provide me with the opportunity to develop new skill sets and encourage a lifelong career.

        Skills : Microsoft Offfice, Medical Assistant.

        Description :

          1. Complied with all corporate policies, procedures and federal regulations.
          2. Offered suggestions and participates with branch event marketing activities.
          3. Opened and processed new personal and business accounts, including DDA, savings and certificates of deposit, safe deposit boxes, debit cards, and other bank products.
          4. Assisted in the delivery of quality customer service through personal contact with customers and prospects, while adhering to company quality standards.
          5. Answered phone and assists caller and/or transfer callers to appropriate personnel.
          6. Quoted products and rates.
          7. Met and greeted customers.
                            Years of Experience
                            Experience
                            0-2 Years
                            Experience Level
                            Level
                            Entry Level
                            Education
                            Education
                            Bachelors Of Arts In English Studies

                            Personal Phone Banker Resume

                            Headline : Seeking a Personal Phone Banker position with Healtheast that will enable me to utilize my strong organizational and multitasking skills, educational and social background, and the ability to work ensure professional growth and development.

                            Skills : Microsoft Excel, Microsoft Outlook, Customer Service, Fast Learner.

                            Description :

                              1. Completed the documentation and performs point-of-sale processing on all types of new accounts, services and loan applications/closings.
                              2. Assisted in obtaining sales and growth objectives for the branch.
                              3. Solicited new business from existing and prospective customers; maintains ongoing business relationship with present customers in order to maximize cross-selling opportunities.
                              4. Actively made referrals to the Wealth Management area of the bank.
                              5. Provided sales information on a timely basis for sales performance reports via bank software programs.
                              6. Monitored individual sales performance versus objectives monthly; frequently reviews current job performance with supervisor.
                              7. Demonstrated sufficient sales skills to meet assigned goals by following the MCT Sales Process and Customer Contact Program.
                              Years of Experience
                              Experience
                              5-7 Years
                              Experience Level
                              Level
                              Executive
                              Education
                              Education
                              Bachelors In Finance

                              Personal Phone Banker Resume

                              Objective : To obtain a Personal Phone Banker position where my skills will be utilized to contribute to the success of an organization.

                              Skills : Planning Skills, Customer Service.

                              Description :

                                1. Maintained a thorough knowledge of the features and benefits of all of the Banks products and services in order to determine how best to meet the customers needs in order to cross sell bank products and services.
                                2. Maintained a working knowledge of general financial issues customers face related to asset management, credit management, education, family support and retirement in order to assist customers in obtaining specialized services from other divisions as necessary.
                                3. Provided direct service to customers with respect to deposit products and services.
                                4. Provided help to customers with specific inquiries or service problems.
                                5. Performed various teller duties relating to paying, receiving, and balancing functions.
                                6. Provided leadership and support to less experienced staff members.
                                7. Personally prepared various forms and reports and provides information as requested by management.
                                Years of Experience
                                Experience
                                2-5 Years
                                Experience Level
                                Level
                                Executive
                                Education
                                Education
                                High School Or Equivalent