Telephone Banker Resume Samples

A Telephone Banker fulfills the banking needs of a customer over the phone. While the day-to-day duties may vary based on the demands and needs of the customer, certain tasks are universally common and listed on the Telephone Banker Resume as follows – receiving phone calls from customers, answering and identifying the needs of the customer, managing client accounts, promoting financial products, explaining bank policies, identifying or determining the eligibility criteria for loans; and providing assistance to opening and closing accounts; and obtaining customer information through research.

Those interested in this career must denote on the resume the following skills and abilities – knowledge of banking products; telephone etiquette, the ability to multitask, excellent knowledge of all financial products and services provided by the bank, the ability to propose referral opportunities to customers and sound knowledge of providing and solving issues over the phone itself. A high school diploma or the equivalent is seen on resumes.

Telephone Banker Resume

Objective : The objective is to work within a progressive organization where skills and expertise in finance, marketing, and customer relations will have a valuable application. A mature individual with genuine empathy and concern for people, seeking a position within an organization where demonstrated skills in finance, marketing, administration, and sales can be used to increase profitability and promote growth.

Skills : Microsoft Word & Excel, Internet Proficient, Microsoft Word, Publisher, Excel, And PowerPoint, AngularJS, HTML, CSS, XML, Bootstrap, JavaScript,

Description :

    1. Answer inbound sales-related calls, as well as place outbound calls to clients and borrowers.
    2. Corresponding with consumers on various request (account balances, application status, pay off request, etc.).
    3. Liaison between customers, vendors, branches, banks, underwriters, mortgage brokers, title companies, appraisers and attorneys.
    4. Submitting borrower's applications for consumer loans (secured, unsecured, real-estate secured).
    5. Collecting consumer information; including but not limited to demographics and finances Opening new consumer account (checking, savings, MMKT, IRAS, CD accounts).
    6. Scheduling loan closing and corresponding with branch associates, consumers, title companies and closing attorneys Complying with established policies and procedures.
    7. Adhering to Federal and Governmental guidelines imposed on the financial industries and fair lending practices.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BBM


Telephone Banker I Resume

Objective : A high-energy, high achieving customer service professional with 4 years customer service experience, as well as some collections experience, who also demonstrates an ability to work independently as a Home Based Representative, as well as in a team environment with excellent customer satisfaction, communication and problem-solving skills.

Skills : Windows 7, MS Office, Customer Service, Calling, Excellent Communication.

Description :

    1. Provide extraordinary service and value by achieving significantly higher customer satisfaction levels than our competitors both internally and externally.
    2. Answer calls from a variety of clients and informs of account details upon request.
    3. Providing an understanding of products and services provided by the bank for the betterment of its clients.
    4. Collecting consumer information; including but not limited to demographics and finances Opening new consumer account (checking, savings, MMKT, IRAS, CD accounts).
    5. Scheduling loan closing and corresponding with branch associates, consumers, title companies and closing attorneys Complying with established policies and procedures.
    6. Internet usage and navigation tools Verification of accounts for businesses, home buyers, and other companies.
    7. Performed reconciliation of customer accounts that were overdrawn or needed to balance their checkbooks, reports, and/ or spending expenses.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
AA


Customer Service Telephone Banker Resume

Objective : Seeking to acquire a position in a professional, team-oriented atmosphere that will enable to effectively utilize education, experience, and skills. Qualifications Highlights have strong written and verbal communications, interpersonal, leadership and people management skills.

Skills : Microsoft Production Software, Portal Access, and Computer Hardware.

Description :

    1. Excelled in receiving inbound calls and making outbound calls within a high volume call center.
    2. Maintained an average of 15 calls per hour rate with a 100% quality in customer service.
    3. Assisted customers with logging into online banking and any other technical support they needed online when calling.
    4. Internet usage and navigation tools Verification of accounts for businesses, home buyers, and other companies.
    5. Performed reconciliation of customer accounts that were overdrawn or needed to balance their checkbooks, reports, and/ or spending expenses.
    6. Researched accounts for the lost check, deposits, or incoming wires.
    7. Filed claims for customers to assist in the recovery of funds due to potential fraud or other reasons.
    8. Trained new employees coming to the floor to assist trainers with changes within the company.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Cosmetology

Telephone Banker II Resume

Summary : A self-motivated with the ability to effectively analyze and resolve projects in a timely manner. Capable of working in a fast pace environment, multi-tasked oriented, easy to train, and organized. Also, trained in multiple roles that enabled me to provide assistance in multiple departments.

Skills : Microsoft Office, Microsoft Outlook, Sap, Microsoft Word, Customer Service, Billing, Computer Skills, Team Leadership, Technical Support.

Description :

    1. Maintain and manage well-developed professional knowledge of entire products and services line offered.
    2. Head responsibility to update and request support for further development requirements.
    3. Initiate sales plus cross-sell complete banking services range to present prospective customers.
    4. Ensure to demonstrate all sound judgment for decision making complying with set guidelines and methods.
    5. Attain minimum sales performance standards by active involvement in entire product marketing campaigns, referral programs, and sales development activities.
    6. Attain branch and individual sales goals through promoting as well as cross-selling bank products.
    7. Participate in sales activities and process of Retail Department in a disciplined, steady manner.
    8. Perform for sure all duties along with responsibilities complying with set procedures and regulations.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS

Telephone Banker-Customer Care Representative Resume

Objective : Seeking to obtain a position in the financial sector as a Mortgage Specialist or Customer Service Rep where all my abilities and skills will be utilized towards the growth of the organization.

Skills : Internet Proficient, Microsoft Word, Publisher, Excel, And PowerPoint. AngularJS, HTML, CSS, XML, Bootstrap, JavaScript.

Description :

    1. Reconstruction of account transactions, account balance discrepancies, multiple account linkages/combined statements, unauthorized transaction claims, card problems, installment loan payoff discrepancies.
    2. Accepts stop payment requests; processes requests for funds transfers, loan/line of credit payments, address changes and account research for clients, often under difficult and/or stressful circumstances.
    3. Responding to customer inquiries relating to deposits, financial transactions, and problem resolution.
    4. Communicates courteously, professionally, and effectively in a variety of ways with a diverse audience.
    5. General knowledge of consumer lending and regulatory requirements, responding to compliance assessments.
    6. Deescalate irate customers by offering solutions to prevent further issues with their personal bank accounts in the future.
    7. Required to follow company policies and bank regulations when offering solutions to customers, all within a set time (AHT).
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
HS

Telephone Banker I Resume

Objective : Associate Telephone Banker with a solid understanding of the dynamics of the industry. Personable and responsible Cashier with 5 years in retail and customer service as a solid team player with an upbeat, positive attitude.

Skills : Microsoft Office, Strong Organizational Skills, Energetic Work Attitude, Markdown/Promotional Procedures, Customer Service Expert, Telephone Skills, Typing.

Description :

    1. Responds to telephone inquiries and complaints using standard scripts and procedures in a Call Center Environment.
    2. Gathers information, researches/resolves inquiries and logs customer calls.
    3. Communicates appropriate options for resolution in a timely manner.
    4. Informs customers about services available and assesses customer needs.
    5. Provides functional guidance, training, and assistance to lower-level staff.
    6. Provides assistance, training and troubleshooting support to lower-level staff.
    7. Schedules work to ensures accurate phone coverage; monitors priority of calls and shifts escalated calls to assure resolution to problems.
    8. Prepares standard reports to track workload, response time and quality of input.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associate

Telephone Banker Specialist Resume

Objective : Seeking to obtain a position in the area, focused on customer service as the cornerstone of their business. This position would be ideal where one can make an impact on both the internal and external customers through the day to day interactions, and overall help the company achieve its goals.

Skills : Customer Service, Cash Handling, MS Office, Data Entry.

Description :

    1. Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
    2. Compile information about new accounts, enter account information into computers, and file related forms or other documents.
    3. Refer customers to appropriate bank personnel to meet their financial needs.
    4. Investigate and correct errors upon customers' request, according to customer and bank records.
    5. Operate telephone switchboard to answer, screen and forward calls, providing information, taking messages and scheduling appointments.
    6. Greet persons entering the establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
    7. Taking inbound calls for customers regarding a variety of account types.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certification

Telephone Banker II Resume

Objective : An organized, detail-oriented, and conscientious self-starter, able to strategize and prioritize effectively to accomplish multiple tasks, very creative, resourceful and flexible, able to adapt to changing priorities and maintain a positive attitude and strong work ethic.

Skills : Microsoft Word, Microsoft Outlook, Internet Explorer, Operating General Office Machines and Online Research.

Description :

    1. Effectively managed a high-volume of inbound customer calls.
    2. Answered a constant flow of customer calls with up to 15 calls in queue per minute.
    3. Addressed and resolved customer product complaints empathetically and professionally.
    4. Gathered and verified all required customer information for tracking purposes.
    5. Accurately documented, researched and resolved customer service issues.
    6. Mastery of customer service management systems and databases.
    7. Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
    8. Identified chronic customer issues by creating and maintaining a customer complaint log.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
HS

Assistant Telephone Banker Resume

Headline : A seasoned professional with experience in retail sales, customer service, and health care industries. Excellent computer skills and adapts well to new environments. Strong interpersonal, written and verbal communication skills. Is reliable, trustworthy and dependable. Takes a proactive approach to problem resolution and prevention, while providing support in a busy call center environment.

Skills : Microsoft Office, Internet Proficient, Microsoft Word, Publisher, Excel, And PowerPoint. AngularJS, HTML, CSS, XML, Bootstrap, JavaScript.

Description :

    1. Answered a constant flow of customer calls with up to 80 calls in queue.
    2. Addressed and resolved customer product complaints empathetically and professionally.
    3. Gathered and verified all required customer information for tracking purposes.
    4. Defused volatile customer situations calmly and courteously.
    5. Accurately documented, researched and resolved customer service issues.
    6. Managed customer calls effectively and efficiently in a complex, fast-paced.
    7. Effectively managed a high-volume of inbound and outbound customer calls.
    8. Referred unresolved customer grievances to designated departments for further investigation.
    9. Acted professionally and patiently when addressing negative customer feedback.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Sr. Telephone Banker Resume

Objective : An organized, detail-oriented, and conscientious self-starter, able to strategize and prioritize effectively to accomplish multiple tasks and stay calm under pressure. Flexible and analytical with a keen eye for details, skilled at synthesizing and editing information to achieve overall objectives.

Skills : Microsoft Office, Customer Service, Analytical Thinking, Fast Learner, Computer Proficient, Cisco Phone System.

Description :

    1. Handled between 80150 calls a day in a fast-paced call center environment.
    2. Effective verbal and written communication with both external and internal customers.
    3. Documented customer account activities thoroughly and concisely. 
    4. Approach problems logically and with good judgment to ensure the appropriate customer outcome.
    5. Provide training and help implement effective habits for being a successful customer service specialist to new hires.
    6. Work on special projects with Upper Management creating reporting and tracking for the line of business.
    7. Solved problems creatively by assessing customer needs and offering appropriate product solutions.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Lead Telephone Banker Resume

Summary : Professional who maintains a high level of professionalism, patience, and efficiency to minimize customer dissatisfaction and increase customer loyalty in a high call volume environment. Superior computer skills and telephone etiquette. A solid leader who successfully follows through with team goals and expectations.

Skills : Customer Service, Banking, Collections, Payment Processing, Appointment Setting, General Office Duties, Email Correspondence, Filing, Faxing, Scanning - Data Entry.

Description :

    1. Take ownership of each customer while empathizing and prioritizing customer needs.
    2. Determine customer needs and provide appropriate solutions through relationship building.
    3. Effective verbal and written communication with both external and internal customers.
    4. Document customer account activities thoroughly and concisely.
    5. Engage in an interactive dialogue with customers through active listening.
    6. Approach problems logically and with good judgment to ensure the appropriate customer outcome.
    7. Make appropriate decisions on behalf of the customer quickly and effectively.
    8. Discover and address customers financial needs while ensuring the world-class customer experience.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
HS

Telephone Banker Resume

Objective : Passionately and enthusiastically demonstrate responsibility and dedication to the mission and mandate of the organization. Align self conduct with goals and ideals to build teamwork. Cooperate and work effectively with others in the pursuit of common goals. Take leadership in the creation of new approaches.

Skills : Customer Relations, Cash Handling, Customer Service.

Description :

    1. Performed everyday interactions with customers and managed all waiting calls within the timeframe.
    2. Coordinated with clients and provided the optimal level of customer service.
    3. Greeted all customers patiently and ensured a pleasant tone throughout the conversation.
    4. Maintained knowledge of all customer requirements and provided appropriate responses.
    5. Administered processing of all transactions within the required timeframe and accurately.
    6. Managed routine processing of all customer and business transactions.
    7. Assisted in issuing debit cards to customers and closing cards.
    8. Approach problems logically and with good judgment to ensure the appropriate customer outcome.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
HS