Premier Phone Banker Resume Samples

A Premier Phone Banker is responsible for building primary bank relationships with mass affluent and high net worth clients. A well-drafted Premier Phone Banker Resume indicates the following core duties – referring and getting residential mortgage opportunities for clients to mortgage lending specialists, ensuring exceptional client experience, conferring financial needs with clients, building primary bank relationships with wealthy clients, solving complex service issues under Branch Manager’s absence, translating goals to executable actions, managing and growing accounts portfolio, ensuring awareness of regulations and compliance issues, and reviewing accounts and assets as per procedures and requirements.

The nature of the job demands the following skills and abilities – friendly and positive attitude towards serving customers, strong customer service skills, telephone etiquette, the ability to build customer relationships, knowledge of engaging customers in a meaningful financial conversation, and proactively following up with customers. A degree in a relevant field is commonly seen on eligible resumes.

Premier Phone Banker Resume example

Premier Phone Banker Resume

Headline : To obtain a Premier Phone Banker position that will maximize my skills as a leader while utilizing my experiences from the sales and service industry, Work with the Business Development team to develop and maintain relationships with large enterprise customers, Gathering and prioritising customer requirements from the Business Development team.

Skills : Customer Service, Technical Support.

Description :

    1. Educated member on how their accounts work, fees, interest, products, payments, service agreements, etc.
    2. Possessed great knowledge of all products serviced and bank/ federal regulations and guidelines.
    3. Extremely fast-paced environment, only 3 minutes expected to be on each call: service and sell (refer) a product that could benefit the customer in that time frame.
    4. Mainly focused on taking care of the reason for the customer's call in a timely fashion, and making sure the reason for the call is answered within that first call, so they are not inconvenienced with a call-back from us or a second call into the bank.
    5. Sent out motivational emails for my team daily to keep our team goal exceeded, my supervisor gave me numerous additional responsibilities due to my positive and motivational efforts.
    6. Submitted tickets for any issues with ATM's and discrepancies on their account that they are disputing about Responsible for researching and .
    7. Ensured that all customer requirements are prioritized and communicated effectively within the organization.
                Years of Experience
                Experience
                5-7 Years
                Experience Level
                Level
                Executive
                Education
                Education
                High School Diploma


                Premier Phone Banker Resume

                Headline : A detail oriented individual who is looking to find a balance between a successful career and a fruitful family life. Not only do pride myself on the work that do and have done but I, personally, hold myself accountable for the work that is done by others that either work with me or for me. Very motivated by working my way through tasks and being able to watch as they come to fruition.

                Skills : Customer Service, Customer Retention, Employee Training, Merchandising, Administrative Duties.

                Description :

                  1. Assisted customers calling from the entire nation with policy and procedure inquiries.
                  2. Assisted customers with problems with accounts and trouble shooting.
                  3. Responsible for knowing how to navigate through all websites and programs relating to products, procedures, and accounts.
                  4. Filed fraud claims, calculate and reimburse fees, reconcile account balances, calculate finance charges.
                  5. Maintained regulatory and quality assurance compliance during every interaction.
                  6. Partnered with high value business customers to support and enhance their business.
                  7. Acted as a bridge between the business and IT departments to develop innovative solutions for customers' problems.
                Years of Experience
                Experience
                5-7 Years
                Experience Level
                Level
                Executive
                Education
                Education
                BS


                Premier Phone Banker Resume

                Headline : Premier Phone Banker especially adept at call center hiring, coaching and ongoing training to ensure compliance with operations regulations. Skilled at setting and meeting productivity goals. Specialize in conflict resolution and the timely preparation of operations and productivity reports.

                Skills : Banking, Customer Relationship Management, Team Management, Team Leader, Credit Analysis, Microsoft Office, Customer Service , Reporting, Sales Management.

                Description :

                  1. Managed daily call center operations.
                  2. Participated in staff training and mentoring programs.
                  3. Implemented customer quality procedures.
                  4. Dealt with customer issues in a courteous manner.
                  5. Ensured that rules of conduct were adhered to during each call.
                  6. Monitored staff calls for quality assurance purposes.
                  7. Interrupted call center data and developed strategies accordingly.
                Years of Experience
                Experience
                5-7 Years
                Experience Level
                Level
                Executive
                Education
                Education
                Master Of Arts

                Premier Phone Banker Resume

                Objective : Premier Phone Banker with 5 years of experience in Developing an effective sales strategy in order to meet revenue goals through partnerships, joint ventures, renting/leasing solutions/services, etc, Developing a strong brand presence in an increasingly competitive marketplace by building relationships with internal customers through trade shows, speaking engagements.

                Skills : Customer Service, Microsoft Office, Management, Sales, Banking.

                Description :

                  1. Assisted high value customers with various inquiries about their banking needs.
                  2. Expressed empathy and willingness to help customer when problems arise.
                  3. Filed customer claims and process payments to various credit products.
                  4. Deescalated irate customers, and find options and/or solutions to ensure a great customer experience.
                  5. Refereed new products to meet the customer's needs.
                  6. Earned numerous incentives and awards due to meeting or exceeding monthly goals.
                  7. Developed productivity metrics.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                Associate's

                Premier Phone Banker Resume

                Summary : Premier Phone Banker is responsible for Managing all customer interactions with our existing and new customers, Responding to all of our calls and emails in a timely manner (at least once a day), Providing high quality customer service by answering all calls, taking voice messages, and returning emails in a timely manner.

                Skills : Data Entry, Scheduling, Data Collection, Cash Handling, Customer Service.

                Description :

                  1. Developed detailed product messaging to attract specific prospects and generate sales opportunities.
                  2. Identified high-quality prospects through in-depth research and personal contact with key individuals within their target market.
                  3. Built relationships with the top talent in their target markets by providing personalized, value added service to them through phone banking, mailings, webinars and other forms of customer engagement.
                  4. Conducted market research using industry specific data sources to identify target consumers for each campaign.
                  5. Demonstrated knowledge of top products from other industries in order to inform product positioning and marketing strategies.
                  6. Identified new products or complementary products that can be integrated into existing products within a range of price points.
                  7. Provided strategic guidance on creative strategies for marketing.
                                      Years of Experience
                                      Experience
                                      7-10 Years
                                      Experience Level
                                      Level
                                      Management
                                      Education
                                      Education
                                      BS

                                      Premier Phone Banker Resume

                                      Objective : Recent graduate with excellent research, time management and problem solving skills. Ability to function at a high level in a wide variety of settings. Extensive experience in customer service and management skills. Knowledge of Microsoft Office and other computer software.

                                      Skills : Clarify, Rumba, Web-Amo, Oasis, Symitar Windows, Windows XP, Vista, Foundations, Excel, Scanner, I-File, OCPS, Data Entry, Internet, Power Point And Some OSI, Opening Act, Unity.

                                      Description :

                                        1. Provided excellent customer service and banking products to Wells Fargo customers.
                                        2. Maintained a consistent production rate in sales and customer service.
                                        3. Responsible for achieving daily and monthly sales goals.
                                        4. Utilised clues to better meet the customer's needs while uncovering opportunities to increase the level of member services.
                                        5. Made multiple quarterly bonuses through tenure based solely on own merit.
                                        6. Able to move to the elite premier team where only the most trusted team members were accepted, dealing with high end customers with a value of $.
                                        7. Worked on the phone exclusively, utilizing open ended lines of questioning to open up sales opportunities while providing top notch service to.
                                                Years of Experience
                                                Experience
                                                2-5 Years
                                                Experience Level
                                                Level
                                                Junior
                                                Education
                                                Education
                                                BA In Psychology

                                                Premier Phone Banker Resume

                                                Objective : An organized, detail-oriented, and conscientious self-starter, able to strategize and prioritize effectively to accomplish multiple tasks. As well as a confident professional with an infectious enthusiasm for technology and art.

                                                Skills : Software Development, Leadership, Conflict Resolution, Spreadsheets, Web Design, Data Entry, Interpersonal , Adaptability, Social Media Marketing, Social Media Management, Communication , Graphic Design, Sales, Service, Art Direction, Office: Word, Insurance, Photoshop, Photography.

                                                Description :

                                                  1. Assisted customers as a financial advisor; educating, selling and servicing their financial products.
                                                  2. Aided in they understanding of their own financial needs.
                                                  3. Consistently held one of the highest client reviews, helping quickly and efficiently fix whatever problem a client may have had.
                                                  4. Held a consistently high referral rate, increasing brand recognition and multiple product lines for customers.
                                                  5. Used Knowledge of computer programs and processes, quickly and effectively helping the client with whatever their need may be.
                                                  6. Knowledged of financial products and processes.
                                                  7. Assisted customers with inquiries and resolved potential customer service issues.
                                                          Years of Experience
                                                          Experience
                                                          2-5 Years
                                                          Experience Level
                                                          Level
                                                          Executive
                                                          Education
                                                          Education
                                                          Associates In Liberal Arts

                                                          Premier Phone Banker Resume

                                                          Headline : To further the success of your company by applying superb problem solving, technical, organizational, computer, and people skills in pursuance of growing, maintaining, and supporting your valued customer, client and partner family. Are you looking for an excellent employee that will be dedicated to your customers, the service you provide, and to your company as a whole Look no further.

                                                          Skills : Sales, People , Leadership, Photoshop, Internet, Customer Service, Computer, Cashier.

                                                          Description :

                                                            1. Utilized various computer and web-based databases, programs, and systems to compile, analyze, and effectively use data.
                                                            2. Assisted customers over the phone with their banking needs.
                                                            3. Referred additional products and services to enhance their banking relationships.
                                                            4. Produced spreadsheets, reports, and other important documents detailing relevant company information.
                                                            5. Conducted meetings educating others on effective ways of minimizing average length of calls and maximizing sales opportunities.
                                                            6. Coached other bankers on best practices.
                                                            7. Consistent use of phone, fax, and email for interdepartmental and client communications.
                                                          Years of Experience
                                                          Experience
                                                          5-7 Years
                                                          Experience Level
                                                          Level
                                                          Executive
                                                          Education
                                                          Education
                                                          Bachelor Of Arts

                                                          Premier Phone Banker Resume

                                                          Objective : Possesses experience in Data entry, scanning, copying, and filling of documents. Strong experience in creating and maintaining data sheets. Experience of using SAP for account receivable. Well versed in developing and maintaining office documents. Experienced in helping customers on various issues over the phone.

                                                          Skills : Microsoft Office Suite, Customer Service, Driving, Warehousing.

                                                          Description :

                                                            1. Serviced Affluent Customers that 25K to 10 million in assists.
                                                            2. Resolved customer concern over phone in a timely manner.
                                                            3. Offered products and services that meet customers' ongoing financial needs.
                                                            4. Cared deeply about providing exceptional customer service.
                                                            5. Received frequent recognition and awards for exceeding sales goals.
                                                            6. Promoted financials products and services to better meet the banking needs of customers.
                                                            7. Refereed unresolved customers concerns to designated departments for further investigation.
                                                                  Years of Experience
                                                                  Experience
                                                                  2-5 Years
                                                                  Experience Level
                                                                  Level
                                                                  Executive
                                                                  Education
                                                                  Education
                                                                  High School Diploma

                                                                  Premier Phone Banker Resume

                                                                  Headline : A motivated, detail-oriented individual with a solid foundation of career education and training in the field of Medical Coding and Billing, with an understanding of procedures, rules and regulations, office skills, and dedication to provide quality services.

                                                                  Skills : Banking, Microsoft Office, Customer Service.

                                                                  Description :

                                                                    1. Performed at platinum levels in all aspects of my position.
                                                                    2. Coached other bankers who were struggling in a particular area of performance so that they could improve.
                                                                    3. Reached the maximum bonus each quarter for reaching the highest levels in quality assurance, referral rate, partner referrals and average handle time.
                                                                    4. Performed specialized customer service to current members that were considered Premier with over 250 thousand or more invested with the bank.
                                                                    5. Identified products and services to and recommended them to grow the personal relationship with the high value of members.
                                                                    6. Promoted to a secondary role as a role bank to assist with newly hired employees after their training was complete.
                                                                    7. Checked to unsure that appropriate changes were made to resolve customers' problems.
                                                                    8. Assisted with general banking needs, answering escalated questions from the onsite banks.
                                                                  Years of Experience
                                                                  Experience
                                                                  5-7 Years
                                                                  Experience Level
                                                                  Level
                                                                  Executive
                                                                  Education
                                                                  Education
                                                                  Bachelor's