Retail Banker Resume Samples

Retail Bankers support the Bank Customers by advising them on various finance-related services such as opening savings accounts, authorizing loans or moving money. The job description and duties found on the Retail Banker Resume include – opening and closing savings account, cross-selling bank products and services, advising customers on various financial options, approaching and getting signature from new customers, meeting set targets, processing payments or withdrawals, dealing with complaints, discussing to identify the financial needs of the client, and promoting bank products and services.

There are excellent career opportunities for those job applicants who can depict these competencies in the resume – very good knowledge of retail bank rules and regulations, working knowledge of banking software and MS Office, Customer-oriented approach and outstanding negotiation skills. One doesn’t need a degree to become a Retail Banker, but qualifications from a professional institute can aid in career progression.

Retail Banker Resume

Headline : 5 years of experience as a Retail Banker is looking to obtain a new career path utilizing Project management opportunities, aligned with business structuring. Obtaining new work experience that will further my advancement within various departments.

Skills : Customer Service, Bank Teller, Bilingual, Account Management, Relationship Management, And Data Analysis.

Description :

  • Resolve customer service issues, opening new accounts, offering convenience services, and helping the Branch meet sales objectives contributing to the success of the bank.
  • Explain and sell bank products and services to clients, prospects, officers, directors, and employees.
  • Help clients identify their financial service needs. Perform research necessary to solve problems and answer questions. Explain fee schedules, service charges, interest rates, policies, and use of forms and technical services while complying with disclosure requirements, regulations and consumer privacy policies.
  • Screen and verify eligibility and identification of all new account applicants and account signers in accordance with bank policies and regulatory requirements, recording and scanning documents used.
  • Open and close a variety of accounts, such as checking, savings, certificates of deposit, individual retirement accounts, money market accounts.
  • Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, examine checks deposited and determine proper funds availability based on regulation requirements, complete hold notices, and issue receipts of deposit.
  • Process savings withdrawals. Cash checks: verify endorsement, receive proper identification and ensure validity.
  • Make appropriate decisions regarding negotiable instrument transaction: determine proper identification and review to ensure the accuracy of the dollar amount. Issue personal money orders and cashiers check balance all cash on hand daily.
  • Balance drawer activities and totals on a daily basis. Ensure all cash and coin is secured in accordance with bank policy when not in use.
  • Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
HS

Retail Banker Resume

Objective : 4+ years of experience as a Retail Banker is looking to achieve a position within a growth-oriented company that will allow me to apply my skills while offering me the opportunity for professional advancement.

Skills : Bank Teller, Customer Service, Microsoft Office, Accounting, Management, Customer Service, Coaching, Training, Retail, Sales, And Bilingual.

Description :

  • Processing a variety of customer transactions accurately and efficiently in adherence to the bank.
  • Policies and regulations such as cashing checks, processing deposits, and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments. 
  • Performing opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash cards, checks, and other supplies; completing logs, reports, audits and control checks.
  • Maintaining and servicing automated teller machines; and cleaning work areas.
  • Opening and performing account maintenance on certificate of deposit, consumer and business accounts; I also assist with courtesy and collection calls as needed. Address customer questions and concerns by phone and in person. 
  • Proactively seeking different ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques.
  • Achieving personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs.
  • Enhancing customer satisfaction and the professional reputation of the bank by greeting, engaging, and developing good professional relationships with customers and host retail partners. I also participate in new hire orientations speaking to the benefits of our banking program to retail partners.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
CS


Retail Banker Resume

Objective : 4+ years of experience as a Retail Banker is seeking to obtain a challenging position in a professional environment utilizing my life learned skills with the opportunity for growth and advancement.

Skills : Account Management, Relationship Management, Data Analysis, Human Resources, Financial Analysis, Team Development, Training & Development, And Bookkeeping.

Description :

  • Responsible for providing frontline support and service to current and potential customers to meet their everyday banking needs. Including marketing and cross-selling products and services, as well as performing customer service, branch operations and teller functions in a non-traditional retail environment.
  • Processing a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits, and withdrawals, loan payments, cash advances, transfers, issuing monetary instruments and western union.
  • Performing opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cards, checks and other supplies; maintaining and servicing automated teller machines; and cleaning work areas.
  • Opening and performing account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary.
  • Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate.
  • Proactively seek ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques.
  • Achieving personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs.
  • Enhancing customer satisfaction and the professional reputation of the bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners.
  • Practicing branch security procedures and protects customer confidentiality and privacy.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
AAS

Retail Banker/Teller Resume

Headline : 5 years experience as a Retail Banker is seeking a full-time role in customer service with potential for advancement opportunities.

Skills : Customer Service, Bank Teller, Strong Organizational, Banking, Sales, Managing, Multi-tasking, And Management Excellent Oral And Written Communications Abilities.

Description :

  • Processed a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments.
  • Performed opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas.
  • Opened and performed account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary.
  • Addressed customer questions and concerns by phone and in person; filed disputes or refers to appropriate internal resources for resolution as appropriate.
  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques.
  • Achieved personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs.
  • Enhances customer satisfaction and the professional reputation of the bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners.
  • Practices branch security procedures and protect customer confidentiality and privacy.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
HS


Retail Banker Resume

Headline : 5+ years of experience as a Retail Banker. An experienced business professional in areas such as advertising, marketing, and public relations, retail, banking and sales seeking to obtain a position that will utilize my professional business experience to help grow with a successful business.

Skills : Microsoft Office, MS Office, Banking, Sales, Managing, Customer Service, Manufacturing, Office, Computer, Data Entry, Detail Oriented, Email, Leadership, Outlook, Sharepoint, Windows, Problem Solving, And Negotiation.

Description :

  • Complied with regulatory requirements, including the bank secrecy act, anti-money laundering, OFAC, USA.
  • Maintaining strict confidentiality of bank records and client information.
  • Originating, reviewing, processing, closing and administering customer loan proposals.
  • Maintaining current loan and pricing information on the online banking website.
  • Providing back up to the new accounts rep, to print debit cards, open checking or savings accounts.
  • Working closely with loan processors to ensure accuracy, on loan documents.
  • Backing up the mortgage lender when the lender is unavailable. Inputting loans into encompassing, meeting with customers, and going to closings as needed.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
BBF

Retail Banker Resume

Objective : One year of experience as a Retail Banker. My goal is to become associated with a company where I can grow professionally as a team member while improving the company's overall performance and reputation. Work-related experience in management, accounting, and finance.

Skills : Account Management, Contract Negotiations, Marketing, Problem Solving, Customer Service, And Bank Teller.

Description :

  • Processing deposits, withdrawals, credit card cash advances, cashiers’ checks, savings bonds, wire transfers, loan payments, credit card payments, and similar transactions.
  • Cross-selling and enrolls clients in bank services and products such as bill payment; debit cards; e-statements; online banking; bank to bank transfers; mobile banking; and text banking.
  • Opening and closing checking accounts, savings accounts, certificate of deposits (CDS), and individual retirement accounts (IRAs).
  • Performing maintenance on accounts such as updating personal information, unlocking online banking, adding stop payments and alerts, changing account type, adding a co-owner; adding a poa (power of attorney) or pod (payable on death).
  • Completing teller drawer audits, monetary instrument logs, and currency transaction reports.
  • Proficiently operates software programs such as jack henry, vertex, deposit pro, and Microsoft office suite.
  • Working in a team setting to provide exceptional customer service and resolve complaints in a timely manner.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
MBA

Retail Banker Resume

Headline : 6+ Years of experience as a Retail Banker. Provide excellent guest service through Cross-Selling and Problem - Solving Techniques Knowledge in both Member Services and Proper Phone Etiquette in Customer Service Time Management and Scheduling Skills.

Skills : MS Office, Banking, Sales, Managing, Customer Service, Manufacturing, Office, Computer, Data Entry, Detail Oriented, Email, Leadership, Outlook, Sharepoint, Windows, Problem Solving, And Negotiation.

Description :

  • Participating in sales and marketing activities for the purpose of meeting branch sales goals and objectives. Demonstrate proficiency in policies, procedures, products, and services to teller and new account transactions.
  • Evaluating new and existing customers needs and cross-sell when opening accounts. Process customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments.
  • Performing opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits, and control checks; maintaining and servicing automated teller machines; and cleaning work areas.
  • Opening and performing account maintenance on certificate of deposit, consumer and business accounts.
  • Assisting with customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate.
  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques. 
  • Responsible for branch security procedures and protecting customer confidentiality and privacy.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
HS

Retail Banker/Teller Resume

Summary : 7 years of experience as a Retail Banker is seeking a challenging position where I can utilize my past experience to become a valuable asset within your organization.

Skills : Customer Service, Bank Teller, Bilingual Spanish, Teller Plus, Microsoft Office, Bancline 2.0, Peachtree, And Mozart.

Description :

  • Processes a variety of customer transactions accurately and efficiently in adherence to the bank.
  • Policies and regulations such as cashing checks, processing deposits, and withdrawals, loan.
  • Performs opening, closing, and other branch servicing duties such as cash and vault.
  • Balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits, and control checks; maintaining and servicing automated teller machines; and cleaning work areas.
  • Achieved personal sales and referral goals by identifying, marketing, and cross-selling banking.
  • Practices branch security procedures and protect customer confidentiality and privacy.
  • Delivered exceptional service by greeting and serving customers in a timely, friendly manner.
  • Accurately handled transactions such as deposits and withdrawals with zero errors.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Executive
Education
Education
HS

Retail Banker Assistant Manager I Resume

Summary : 11 years of experience as a Retail Banker is seeking to obtain an entry-level position that utilizes my experience and educational background in mathematics and banking.

Skills : Customer Service, Bank Teller, MS Office, Problem Solving, Merchandising, Marketing, Training, 70 wpm, And MS Outlook.

Description :

  • Ensure that each customer receives outstanding service by providing a friendly environment, which includes greeting and acknowledging every customer.
  • Maintaining outstanding standards, and all other aspects of customer service. 
  • Handle various accounting transactions and reconciliation tasks. 
  • Provide account status data whenever required and handle phone inquiries. Inform customers of the various bank products.
  • Back up the vault teller and extra duties. Publicity coordinator for our branch gathered information and put together for employees in the branch. Also worked in the drive-thru when needed.
  • Assisted customers with account questions, as well as, issues such as missing debit and credit cards, resetting account passwords and money transfers.
  • Managed opening and closing duties, including cash ordering and reconciliation of the cash drawers.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
HS

Retail Banker Resume

Headline : 6+ years of experience as a Retail Banker is seeking a position as a bank or credit union teller in a well-established organization.

Skills : Cash Handling, 40 wpm, Data Entry, MS Office Suite, Retail Management, Organizational, Training, Receptionist, Team Player, And Retail Sales.

Description :

  • Processing a variety of customer transactions accurately and efficiently.
  • Opening and performing account maintenance on all customer accounts, including business accounts, consumer accounts, minor accounts, certificates of deposits and IRAs.
  • Collecting and properly distributes paperwork and electronic readings.
  • Effectively markets products and services to existing and potential customers.
  • Providing quality customer service and efficiently takes care of customer concerns.
  • Properly stores and shreds confidential branch documents according to the retention schedule.
  • Assisting the tellers when necessary to service customers and to expedite wait time.
  • Responsible for overseeing daily teller operations as assigned by the branch manager.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BBA