Retail Personal Banker Resume Samples

A Retail Personal Banker acts as the face of the bank and sells the products and services of the financial institution. While the actual duties are determined by the size and needs of the bank, the following are certain core and common duties identified on the Retail Personal Banker Resume – meeting new and existing clients, handling transactions of clients, and solving problems, promoting bank products, adhering to banking regulations, handling financial services and bank accounts; cross-selling bank services or products; assessing the needs of the customers and providing appropriate solutions, informing customers about new products and opportunities; and carrying out all other sales functions as needed.

The Retail Personal Bankers are expected to be conversant with all banking conventions and depict solid knowledge of work ethics, and integrity in lending and real estate. Other skills include – solid relationship-building skills, a proper understanding of the products, knowledge of retail banking rules and procedures, and patience and problem-solving abilities. An accounting degree or business administration qualification is seen on resumes.

 

Retail Personal Banker Resume example

Retail Personal Banker Resume

Objective : Seeking a Retail Personal Banker position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Financial Services, Education, Sales, Management.

Description :

    1. Consistently met or exceeded sales goals for loans, deposits, and fee income.
    2. Handled the commercial loan process as prescribed within the financial center environment by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer, and maintaining the relationship as appropriate.
    3. Oversaw the complete consumer loan process following approved guidelines.
    4. Consistently met or exceeded brokerage referral goals.
    5. Maintained a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
    6. Promoted company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company.
    7. Initiated and maintained customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars and community events.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED


Retail Personal Banker Resume

Headline : Highly qualified Retail Personal Banker with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which your company prides itself.

Skills : Microsoft, Customer Service, Communication, Cash Handling, Management.

Description :

    1. Consistent recogned about good performance from the two managers that have developed skills and trained under.
    2. Provided branch contest for all staff members to participate in for morale booster.
    3. Used consultative selling process to build a customer profile and identify short term and long term financial needs as well as deepening the customer relationship with the financial center.
    4. Developed small business relationships.
    5. Built relationships with customers by providing excellent customer service.
    6. Used the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
    7. Maintained an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
        Years of Experience
        Experience
        5-7 Years
        Experience Level
        Level
        Executive
        Education
        Education
        MS


        Retail Personal Banker Resume

        Objective : Retail Personal Banker with 2+ years of experience in Providing effective New Customer Onboarding and Customer Engagement by, in part, routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, as how-to use products and services and follows-up on a timely basis.

        Skills : Customer Service, Cash Handling, Microsoft Office, Management, Supervisor, Hiring, Sales, Training, Scheduling, Coaching.

        Description :

          1. Helped management during the Membership Banking event, during the first month of training.
          2. Consistently performed in-balance record with a cash drawer and audits per Bank policy.
          3. Provided the opportunity on several occasions to perform daily huddles, and staff meetings.
          4. Processed teller transactions for deposit, withdrawal, payments, etc.
          5. Maintained knowledge of the complete line of Retail products and services offered.
          6. Established relationships with all co-workers, including upper management, and investment partners.
          7. Utilized CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
        Years of Experience
        Experience
        2-5 Years
        Experience Level
        Level
        Executive
        Education
        Education
        MS

        Retail Personal Banker Resume

        Headline : Self-motivated Retail Personal Banker professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.

        Skills : Research, Document Creation, Portfolio Management, Microsoft Office, QC, Mortgage Review.

        Description :

          1. Responsible for selling a full range of banking products and services to existing and prospective customers while providing specialized customer care.
          2. Utilized and promoted the branded sales and service process using prescribed tools and interacting with the customers as well as financial service representatives for referral activity.
          3. Consistently met and or exceed sales goals set forth by management each month.
          4. Responsible for providing excellent customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and a willingness to help at all times providing professional resolution of problems, issues, or opportunities.
          5. Utilized branch tools to reach out to customers for future appointment set-ups.
          6. Actively participated in the telemarketing process within the financial center, utilizing the marketing resources and other various tools.
          7. Established close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial, and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
          Years of Experience
          Experience
          5-7 Years
          Experience Level
          Level
          Executive
          Education
          Education
          General Studies

          Retail Personal Banker Resume

          Headline : To obtain a Retail Personal Banker position with a progressive organization that recognizes excellence with opportunities for professional growth and fully utilize my skills acquired both through education and experience.

          Skills : Project Management, Problem Resolution, Client Relationship Management, Process Improvement, Organizational and Attention to Detail, Accurate Execution of Multiple Assignments, Strong Verbal and Written Communication, Highly Proficient in Team-Based Operations.

          Description :

            1. Started in bookkeeping and advanced to customer service and then to office manager/retail personal banker.
            2. Included maintaining a well-developed working knowledge of the complete line of products and services offered, consistently meeting and exceeding sales goals, initiating sales, and cross-selling a full range of banking services to potential customers.
            3. Attended various seminars and community events.
            4. Provided support to the tellers by answering questions, resolving customer issues, and assisting the overall CSR function when necessary.
            5. Opened and maintained a full range of accounts, processed loans and credit cards, reconciled cash items/credits held over and other control accounts, performed audits, prepared and received cash shipments, completed state of conditions, and prepared and monitored other reports as needed.
            6. Detail-oriented with a good understanding of credit transactions, principles in computer data entry.
            7. Established close relationships with assigned business partners, such as Mortgage, Business Banking Officers, and Brokerage Representatives to ensure that established goals for each business line are met.
          Years of Experience
          Experience
          5-7 Years
          Experience Level
          Level
          Executive
          Education
          Education
          GED

          Retail Personal Banker Resume

          Objective : Retail Personal Banker with 2+ years of experience in Participating in the acquisition of consumer and business clients through the effective use of targeted leads, self-sourcing new business, managing referral source relationships.

          Skills : Team Work, Management Skills, MS Office.

          Description :

            1. Responsible for developing an in-depth knowledge of retail and business products and services; sell loans and deposit products to consumer and small business customers and prospects.
            2. Conducted outbound calls by using referral sources, walk-in sources, telephone or in-person calls.
            3. Actively participated in sales meetings and offered creative ideas.
            4. Used all sales tools, including profiling customers' needs through the use of various technologies and sales tools to ensure a consistent and valued customer experience.
            5. Provided transactional customer service: accept and process deposits, withdrawals, and payments and handle other over the counter and mail transactions.
            6. Controlled losses by following policies and procedures.
            7. Assisted in the coaching and cross-training of other staff members in sales and operations as needed.
          Years of Experience
          Experience
          2-5 Years
          Experience Level
          Level
          Junior
          Education
          Education
          High School Diploma

          Retail Personal Banker Resume

          Headline : As a Retail Personal Banker, responsible for Supporting Portfolio Management efforts to retain, expand, and increase the number of portfolio customers in the Banking Center, Impacting the revenue growth of the Banking Center.

          Skills : Planning, Banking, Communication.

          Description :

            1. Promoted excellent customer relations by constantly providing premier customer satisfaction with a can to do attitude, and willingness to help always, and providing professional resolution of problems/issues.
            2. Established a relationship with the customer base of the financial center through knowledge of account ownership, greeting customers by name, and exhibiting an attitude of caring.
            3. Maintained constant contact with an extensive client database Highlights: Maintained a perfect 5.0 rating in Customer Experience Index.
            4. Participated in community events to position the bank as a leader within the market.
            5. Generated and managed a high volume loan pipeline.
            6. Managed with co-workers monthly reports for compliance and regulatory meetings.
            7. Designed and developed programs for community involvement.
                  Years of Experience
                  Experience
                  5-7 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  GED

                  Retail Personal Banker Resume

                  Headline : A Professional Retail Personal Banker with thirteen years of experience in Retail and Business banking. Striving to develop new relationships and strengthening rapport with existing relationships. Uncovering all and any new needs that will benefit the customer in an all-around finance stress-free way, and the branch benefits by having a long strong customer relationship Highlight Customer service.

                  Skills : Network Administration, Computer, Computer Hardware.

                  Description :

                    1. Opened and closed accounts, handle all customer needs and issues.
                    2. Offered bank products personal and business that fit each customer's needs.
                    3. Offered and completed mortgage auto and personal loans.
                    4. Grown customer base and customer rapport.
                    5. Conducted morning huddles with the staff every morning.
                    6. Exceeded personal and branch goals.
                    7. Supervised tellers, handling all of their issues and concerns.
                  Years of Experience
                  Experience
                  5-7 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  BS In Business Administration

                  Retail Personal Banker Resume

                  Objective : Hardworking, organized, Retail Personal Banker professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.

                  Skills : Microsoft Excel, Clerical, Mathematics, Clerical, Mathematics.

                  Description :

                    1. Performed all the duties listed below with a higher goal compared to Financial Service Representative Open personal checking and business accounts including CD, IRA, while cross-selling every opportunity with current and prospective clients.
                    2. Opened SBA and small business loans, lines of credits, business master cards, and other business-related products and work closely with the business partners to close the Merchant Processing, and other treasury management related services.
                    3. Constantly blitzed every month to increase the bank's share of the overall market.
                    4. Opened unsecured loans, auto loans, home equity lines of credit while consolidating all high-interest debt into one lower payment according to the customer's needs.
                    5. Helped clients with mortgage refinances.
                    6. Assisted management with daily activities as assigned.
                    7. Performed operational tasks to meet compliance guidelines with tellers, financial customer service representatives.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  Associates In English

                  Retail Personal Banker Resume

                  Objective : Motivated Retail Personal Banker professional with a successful career in banking, organizational development, and sales. Excel within highly competitive, fast-paced environments where leadership skills, excellent customer service, product knowledge, and sales abilities that lead to long-term customer relationships are the keys to success Excel at collaborating with others at all levels to ensure business goals are attained.

                  Skills : Strong customer service, Communication, Attention to detail.

                  Description :

                    1. Reviewed files sent in to make sure the canceled/denied form is accurately completed and request necessary clarification or documentation, as needed.
                    2. Determined if the file needs to be sent to Underwriting for final approval.
                    3. Advised the loan file making sure all information is entered accurately and that the adverse letter is sent in a timely manner, if applicable.
                    4. Used reports to audit for missing or inaccurate information and then research by using the Imaging system or contacting the loan officer for the input of the correct information.
                    5. Assisted customer with investment and insurance needs to create a plan to establish their short-term and long-term goal.
                    6. Set up brokerage accounts and help customers with diversifying their funds into mutual funds, fixed and variable annuities, UITs, help with all solicited and unsolicited orders, buys, and sells.
                    7. Assisted with Customer Service Representative (Teller) responsibilities as needed.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  MS