Personal Banker Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the personal banker job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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J Upton

Jakob

Upton

8392 Eliezer Points

Dallas

+1 (555) 265 2967

8392 Eliezer Points

Dallas

Phone

p +1 (555) 265 2967

Experience Experience

Dallas, TX

Personal Banker

Dallas, TX

Bogisich-Bernhard

Dallas, TX

Personal Banker

Work is performed under general direction according to set parameters and set sales / performance targets
Leverage workforce planning tool to optimize staffing in branches to ensure effective lobby and line management to provide exceptional client service
Professional development - SunTrust University, an in-house career growth and employee development program
Assist the Branch Manager with efficient operations of the branch including reporting and audit items
Performs other work-related duties as assigned
Work with other Personal Bankers to assist with any customer issues
Develops and deepens customer relationships by providing outstanding customer service following a focused cross-selling strategy

New York, NY

Floating Personal Banker

New York, NY

Wolff-Christiansen

New York, NY

Floating Personal Banker

Effectively manage the Branch in the absence of the Branch Manager
Support manager in development of consumer and small business loans. Take process and close consumer loan applications through credit administration
Assist clients with safe deposit box entry
Participates in selling and cross-selling Bank products. Provides superior customer service
Perform other duties as assigned
Perform account maintenance activities, including changes of address, account ownership, account type and others
Promote a customer service focused environment in the financial center by encouraging teamwork

present

New York, NY

Senior Personal Banker

New York, NY

Little, Fay and Fahey

present

New York, NY

Senior Personal Banker

present

You are seen as a coach and mentor to the sales team, providing guidance and support
Assists Financial Services Consultants and Financial Services Representatives with more complex transactions
Performs other duties as assigned
You work with customers to identify solutions to meet their financial goals
Assumes selective administrative assignments. Participates and directs project-oriented tasks when directed by unit manager
Build book of business: Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success
Functions as a liaison for external vendors on servicing issues

Education Education

School Degree in Business Related Field

University of Washington

School Degree in Business Related Field

Skills Skills

Strong customer service skills with the ability to handle a variety of customer situations, sometimes simultaneously with a strong attention to detail
Excellent customer service and referral skills and the ability to deal with the public enthusiastically and professionally
Basic knowledge of all retail products and services, applicable bank and branch policies, procedures and support systems
Ability to multi-task, highly adaptable to change and ambiguity
Excellent attention to details with high standards of quality in work
Ability to nurture and build strong relationships with customers
Diploma of Financial Planning is highly desirable
Strong Sales capability
Strong knowledge of the retail investment and financial planning industries
The ability to work as part of a team, with strong relationship and networking skills

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Personal Banker Resume Examples & Samples

Maintainappropriate continuing education requirements as required for retaining licensing and FINRA registration
FINRA Series 6 and 63 registrations and insurance licenses (Life, Health and Annuities) must be active and maintained, or must be obtained within the following schedule
Series 6 within 270 days of employment
Series 63 within 270 days of employment
Life, Health and Variable Annuities within 270 days of employment
Has and/or will maintaincontinuing education courseworkto keep licenses and/orregistrations.in active standing
Ability to meet or exceed minimum performance standards specific to investments and insurance

Senior Personal Banker Resume Examples & Samples

University graduate with minimum of 1 year's relationship management experience or secondary educated with minimum of 3 years' relationship management in retail banking or finance company
Knowledge of banking and investment products is an advantage
Good communication, relationship building and proactive selling skills

Personal Banker Resume Examples & Samples

Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Area business plan to achieve desired revenue, expense and service goals
Set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals
Support portfolio growth by identifying cross-sell opportunities, coaching the team to deepen relationships and increase client acquisition
Drive individual production goals with target clients and outbound sales activities, including building referral network and relationships with internal partners and external contacts
Integrate segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) into the branch team to drive sales and ensure that all client expectations are met
Leverage workforce planning tool to optimize staffing in branches to ensure effective lobby and line management to provide exceptional client service
Conduct "daily proof processes" to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used. Partner with Area Operations Director in conducting quarterly and ad hoc reviews
Drive outbound sales activities including: representing Citi and building partnerships in the community (e.g., Chamber of Commerce, community alliances, business networks, local officials), and working with Business and Commercial Bankers, Segment Market Managers, the Market President, and Community Relations. Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff
Bachelors' degree preferred
Proven track record of driving sales, both individually and as a leader of a sales team
Sales management experience; ability to build teams
Minimum 5 years in banking; strong understanding of banking industry and operations
People management experience (preferred)
Demonstrated success influencing and managing in a matrix environment
Business Banking, and cash/ treasury management experience, credit skills (preferred)
Client service orientation
Optimistic, can-do attitude
Desire to win, results-oriented, strong work ethic
Able to respond effectively and timely to organizational, business and regulatory changes, tenacious

Gcg-personal Banker Resume Examples & Samples

At least a diploma in Banking & Finance or relevant qualifications
CMFAS modules/certifications will have an added advantage
Relevant sales experience
Knowledge of sales and relationship building process
Self-driven individual who has passion to excel in sales
Comfortable to deal with customers face-to-face
Committed to quality and service excellence
High integrity

Gcg-personal Banker Resume Examples & Samples

Keeps up to date with new banking products and services, their features, benefits and details
Must be up to date with compliance, regulatory and operational procedures
At least 2 years of experience in sales for banking products and services
Knowledge of banking products and services as well as exposure to investment products and process would be an advantage
Certified on the following
RDIP Fundamental Certification
Basic investments Certification
OPD
DSP
BSP-UITF
Bonds-DH
Regular Fixed Income
FX and SEC-FI Salesman License

Personal Banker Resume Examples & Samples

Work is of low complexity and involves straightforward challenges
Require some initiative and independent judgment in completing work, but supervisor provides direction for unfamiliar situations
Work is reviewed for attainment of standards, achievement of targets, adherence to policies, procedures, and timelines
Decisions may impact the productivity / performance of functional area, other employees and customer
May work in call centre or branch environment where systems are available in meeting services quality objectives
May be required to travel within region to backfill other branch responsibilities
Demonstrated experience in banking or related industry in a customer service / client facing role
Professional appearance and attitude
Team player, development minded with ability to sell
Excellent communication (verbal and written), customer service and interpersonal skills
Willingness to be mobile in local community
Ability to learn and operate new software and technology
Basic knowledge of HSBC’s products and services
Sound knowledge of HSBC’s policies, practices, and procedures
Ability to multi-task, handle large volumes, tight turnarounds and multiple deadlines
Experience with conflict resolution
Understands / speaks Cantonese / Mandarin fluently

Contact Center Personal Banker Resume Examples & Samples

10% Process paperwork in accurate and timely manner
High School Diploma - some college preferred
Computer knowledge
Solid interpersonal and communication skills
Flexibility to work overtime, weekends and holidays
235 N. Executive Drive, Brookfield, WI 53005

Personal Banker / 79th & Lexington Resume Examples & Samples

Minimum of one year successful sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities
Minimum of one year of customer service experience
Skilled in assessing customer/client needs, providing solid advice/recommendations, and building customer relationships based on mutual trust in order to optimize sales opportunities to new and existing customers/clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Applies strong critical thinking and problem solving skills to meet customer’s needs
Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Excellent oral and written communication skills with strong influencing skills
Pass personal banker pre-employment assessment
Demonstrated leadership and assertiveness
Bilingual (fluent verbal and written) skills

Personal Banker Resume Examples & Samples

Minimum of one year successful sales experience in a salary plus incentive environment with individual sales goals where you met or exceeded those goals
Minimum of six months of customer service experience
Ability to generate new business by outbound calling and by reaching out to the local community
Excellent oral and written communication skills with exceptional influencing skills
Ability to work effectively as a team member and with customers
Strong analytical and problem solving skills. Ability to derive innovative solutions
Demonstrate problem-solving, teamwork abilities and ability to be proactive
Successful sales track record in a retail banking environment
Ability to promote sales of credit and loan service and complete credit and loan documentation

Gcg-service Personal Banker Resume Examples & Samples

IT Skills – microsoft applications (Excel, Word, Outlook)
Verbal reasoning
Ability to understand and draw accurate conclusions from written or verbal information e.g. identify key facts quickly
Numerical Reasoning – ability to understand and draw quick conclusions from figures and financial information (e.g. risk assessment report, financial reports, graphs etc.)
Inductive Reasoning – identifying links between component parts; abstract/conceptual thinking; see how something fits into a wider system (e.g. identifying cross selling opportunities)

Personal Banker Resume Examples & Samples

Application (30mins): On our application form we ask for information like your contact details, education and work experience. You will also be required to upload a CV, so it's a good idea to have this ready
Online Assessments (60mins): We'll then ask you to complete three online assessments. You will also receive an email with the link to these assessments so you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles but they'll also provide you with some insight into what our roles entail
Interview: If you are successful at assessment we'll invite you to attend a face to face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred one online

Personal Banker Resume Examples & Samples

Perform a variety of sales and service activities to retail, Advance, Premier and Business Banking customers, either face to face or through an alternate channel
Put emphasis on counter services, risk operation and control
Recognize opportunities by making referrals for client conversion, acquisition of new account relationships and or cross and up-sell of HSBC products and services that cross multiple distribution channels
Responsible for ensuring the accurate and timely processing of all activities related to area of specialty as well as using the appropriate centralized processes in place
Ensure compliance, security and fraud, operational and system controls in accordance with HSBC regulatory standards and government regulations
Provide operational support to the business as required

Personal Banker Resume Examples & Samples

University graduate with at least 1 year of customer service or sales experience with retail banking
Good knowledge of banking products & services, operations & procedures and systems
Proactive with good communications & interpersonal skills
Good command of English, Cantonese & Mandarin
Passed IIQE paper 1,2,3
Passed HKSI paper 1,7,8 would be an advantage

Contact Center Personal Banker Resume Examples & Samples

80% Sales and Service
Provide exceptional sales and service to BMO customers or prospects by handling inquiries (via telephone email and chat) to the NACCC in an informed, professional and efficient manner
Work collaboratively with all lines of business to improve the customer experience; inspire trust and motivate others, embrace opportunities for learning, partner with colleagues and share knowledge while embracing BMO Customer Promise
Act as prime contact for BMO Partners such as Fraud and Corporate Investigations supporting actions required resulting from privacy breaches and online risk situations
Proactively address and resolve any customer issue or concern presented in an incoming call. This may include investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the customer concern including additional follow up with customer as needed. Escalate complex or unresolved escalated customer situations to the Assistant Manager/Manager as required
Maintain current knowledge of the banking & cards industries, practises and trends and integrate into client conversations in a professional manner
Good knowledge of computers; ie. internet systems
Solid interpersonal and written and verbal communication skills
700 E. Lake Cook Road, Buffalo Grove, IL 60089 Full time position – 40 hours per week (various shifts available)
Bilingual in Spanish is required***

Personal Banker Resume Examples & Samples

Candidate must possess at least Bachelor's degree
2-5 years banking, retail other related sales and service experience
Bilingual (English/Bahasa Indonesia)

Personal Banker Resume Examples & Samples

Candidate must possess at least bachelor's degree
3-7 years banking, retail other related sales and service experience
Results-oriented and self-starter

Personal Banker Resume Examples & Samples

Candidate must possess at least a bachelor's degree
2-5 years of banking, retail and other related sales and service experience
Demonstrated ability to successfully deepened and retain client relationships
Organized, ability to manage time effectively and to multitask

Personal Banker Resume Examples & Samples

3-5 years of banking, retail or other related sales and service experience
Product/service knowledge, expertise in articulating product/service information to clients
Results-oriented, self-starter
Bilingual (English, Bahasa Indonesia)

Personal Banker Resume Examples & Samples

Participates in events that demonstrate support for the community and increase business opportunities for the Bank
Knowledge of customer services and sales concepts
Bank products and services preferred but not required

Personal Banker Resume Examples & Samples

Build and maintain professional working relationships with all internal employees of Harris, including but not limited to Private Bank, Harris Investor Services (HIS), Mortgage, Business Banking
Distribution, Customer Experience and Sales Integration (CESI) to ensure customer satisfaction is achieved
Actively participates in team huddles and sales meetings to ensure that branch goals are achieved

Personal Banker Resume Examples & Samples

Sales/Production
Develop, maintain and support the sale of banking products and services by generating and following up on leads. Works with prospective and existing customers to assess potential overall banking needs
Identify and sell or refer appropriate banking products based on strategic analysis of customer financial needs after conducting an in-depth customer needs assessment. Deliver clarity to customers by providing simplicity, guidance, and know-how
Generate new customer relationships by consistently applying the Harris Bank Sales concept to all new/ prospective customers – 100% of the time. Cultivate and strengthen current customer relationships by staying abreast of the customer’s needs; maintain a customer needs analysis and assesses the overall financial needs of the customer; follow up when appropriate to present products and services that will meet the customer’s overall financial goals
Meet or exceed current sales revenue goals and One Harris goals by selling and cross-selling bank products and services to retail, mortgage and small business customers that satisfy the financial needs and goals of the customer; refer qualified customer leads to HIS, Mortgage, Business Banking, Private Banking, etc. in order to successfully fulfill One Harris goals
Personal Banker may be required to create and execute individual mortgage sales plans and revenue goals. The Banker will analyze customer financial, credit data and other relevant information to evaluate level of risk as well as present viable financial alternatives and advice to customers. The Banker will receive customer applications, quote mortgage rates/points and complete necessary follow-up activities to acquire mortgage sales
Conduct targeted sales calls (phone or in-person [with Bank Manager, when appropriate])
Work collaboratively with the Retail Team and all lines of business to improve the customer experience; inspire trust and motivate others, embrace opportunities for learning, partner with colleagues and share knowledge while embracing the Harris Customer Promise

Personal Banker Ii Wellesley Branch Resume Examples & Samples

Basic computer skills
Demonstrated ability to implement external sales activities and participate in business development programs
Strong problem solving capabilities

Senior Teller / Personal Banker, Deer Creek Resume Examples & Samples

Effective leveraging of sales process within interactions, cross-selling and referral skills
Ability to analyze information and to evaluate results
Takes ownership: Sees customer interactions through to conclusion and/or problem resolution
Previous experience identifying customer needs and opportunities

Contact Center Personal Banker Diners Card Servicing Resume Examples & Samples

80% Service
Provide exceptional service to BMO customers or prospects by handling inquiries (via telephone email and chat) to the NACCC in an informed, professional and efficient manner
Identify opportunities to make qualified referrals both internal and external to the NACCC
Maintain current knowledge of the banking & cards industries, practices and trends and integrate into client conversations in a professional manner
Integrate marketing promotions and programs into the customer conversation where appropriate to demonstrate added value to the customer, completing any necessary administration, as appropriate
20% Operational Effectiveness
Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) or the Consumer Financial Protection Bureau (CFPB) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action
Understand risks and take appropriate actions as they relate to personal banking and cards products, including all documentation, and any other requirements to maintain operational integrity within BMO Direct Banking and BMO Financial Group
2-3 years work experience in customer service environment
Strong problem-resolution skills

Personal Banker Resume Examples & Samples

Suggested level for those with one to two years of prior experience as Teller, FSR, Personal Banker, Banking Services Consultant or similar position. Those without prior banking experience must have prior experience with customer interactions and assisting customers with buying decisions to be considered
Position will be subject to National Mortgage Licensing System (NMLS) registration under the terms of the S.A. F. E. Act of 2008. Incumbents in this position will be required to register and ongoing employment is contingent upon meeting all requirements
Strong working knowledge of Enact and Teller Connections, Branch Connections or related customer data support systems
1-2 years selling bank products or related experience is preferred

Personal Banker Ii 39th Street Resume Examples & Samples

Suggested level for those with one to two years of prior experience as Teller, FSR, Personal Banker, Banking Services Consultant or similar position. Those without prior banking experience must have prior experience with customer interactions and assisting customers with buying decisions to be considered
Position will be subject to National Mortgage Licensing System (NMLS) registration under the terms of the S.A. F. E. Act of 2008. Incumbents in this position will be required to register and ongoing employment is contingent upon meeting all requirements
Strong working knowledge of Enact and Teller Connections, Branch Connections
Thorough knowledge of retail products, philosophy, policy, procedures, and documentation
Effective leveraging of sales process within interactions, cross-selling and referral skills
Ability to analyze information and to evaluate results
Self-motivation
Exhibits effective communication skills with supervisor and peers
Self-identifies necessary steps to carry out the sales and service process
Takes ownership: Sees customer interactions through to conclusion and/or problem resolution

Personal Banker Resume Examples & Samples

Provide personalized relationship based banking services to current and prospective customers, consistently seeking to expand customer relationships and provide the highest level of customer service, through aggressive profiling of each customer and prospective customer to determine their needs and matching products/services to those needs
Develop and support retail business by capitalizing on business opportunities and directly or indirectly influencing the production of revenue and the control of expenses that contribute to the branch goal
Analyze credit and financial information for processing of loans and other bank products for customers to ensure applicable lending policies and procedures are followed. Responsible for adherence to compliance regulations. Lending Limit of K (secured) and K (unsecured) loans
Drive Branch loan, deposit, income growth through business development activities, active participation in all product marketing campaigns, sales development activities, and referral programs. Use of customer relationship tracking tools, such as sales funnel, GreatLINKS, prospect tracking, and participation in branch sales huddles and weekly activity meetings
Meet/exceed quarterly/annual sales objectives as per scorecard: checking accounts, consumer loans, sales actions, quality and customer profiling
Back up Teller duties 25-50% of the time depending on branch needs
Provide back up support in the absence of the branch manager to ensure adequate coverage, efficient service and smooth branch operations
Maintain compliance requirements of the Bank
Register and obtain a unique identifier number from the Nationwide Mortgage Licensing System as a Mortgage Loan Originator
Associates or Bachelor’s degree in Banking/Finance/Management or equivalent experience
One to three years banking/consumer lending experience preferred
Working knowledge of bank products and services with cashiering and balancing experience preferred
Strong analytical and customer service skills and effective selling skills
Completion of Lending training course beneficial and required within 6 months of holding position
Underwriting experience beneficial

Personal Banker Resume Examples & Samples

Analyze credit and financial information for processing of loans and other bank products for customers to ensure applicable lending policies and procedures are followed. Responsible for adherence to compliance regulations. Lending limit of $25K (secured) and $10K (unsecured) loans
Drive Branch loan, deposit, income growth through business development activities, active participation in all product marketing campaigns, sales development activities, and referral programs. Use of customer relationship tracking tools, such as sales funnel, GreatLINKS, prospect tracking, and participation in branch sales huddles and weekly activity meetings. Focus on establishing referral partners
Back up Teller duties up to 20% of the time depending on branch needs. (eg. lunch and vacation coverage)
Meet/exceed quarterly/annual sales objectives as defined by scorecard/manager
Register and obtain a unique identifier number from the Nationwide Mortgage Licensing System as a Mortgage Loan Originator as well as keep the license in force by submitting updates when personal information changes and to complete the annual renewal of the license. Life/Health License required (or obtained within first 6-9 months of position)
Three or more years banking/consumer lending and underwriting experience required
Strong analytical and customer service skills and proven aggressive selling skills
Completion of Lending training course(s) required
CL&AH insurance license required (must obtain within first 6-9 months)

Personal Banker Madison & 34th St Branch Resume Examples & Samples

Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients
Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions
Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch
Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan
Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching
Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions
Schedule periodic meetings and check-points with clients to provide value-added services
Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business
Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Bachelor's degree preferred
3-5 years banking, retail other related sales and service experience
Demonstrated ability to develop and execute a sales plan
Demonstrated ability to engage in outbound sales activities and acquire new business
Demonstrated ability to successfully deepen and retain client relationships
Product/service knowledge; expertise in articulating product/service information to clients
Demonstrated strong financial/business acumen
Basic computer skills - ability to interact with clients using banking technology
Results-oriented; self-starter
Strong client service orientation
Excellent verbal and written communication skills
Ability to engage with and influence others
Ability to think creatively to solve problems
Organized; ability to manage time effectively and to multi-task

Personal Banker & 46th St Branch Resume Examples & Samples

Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients
Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions
Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch
Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan
Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching
Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions
Schedule periodic meetings and check-points with clients to provide value-added services
Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business
Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Bachelor's degree preferred
3-5 years banking, retail other related sales and service experience
Demonstrated ability to develop and execute a sales plan
Demonstrated ability to engage in outbound sales activities and acquire new business
Demonstrated ability to successfully deepen and retain client relationships
Product/service knowledge; expertise in articulating product/service information to clients
Demonstrated strong financial/business acumen
Basic computer skills - ability to interact with clients using banking technology
Results-oriented; self-starter
Strong client service orientation
Excellent verbal and written communication skills
Ability to engage with and influence others
Ability to think creatively to solve problems
Organized; ability to manage time effectively and to multi-task

Senior Personal Banker Tampa Resume Examples & Samples

Define great customer experience by consistently providing exceptional customer service,consisting of a friendly demeanor,sense of urgency and willingness to assist the customer at all times,ensuring issues and requests are solved promptly,thoroughly,to the customer’s satisfaction
Initiate and maintain customer contact through a variety of methods,including, but not limited to face-to-face customer interaction (walk-in traffic), telemarketing and call night activity and community involvement (attending community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives).Meet or exceed all established activity goals (face to face appointments,voice to voice calls,etc.) to drive sales and referral results
Associate’s degree or equivalent work experience required;college degree preferred

Personal Banker Ii Wentzville Resume Examples & Samples

HS or GED
Strong working knowledge of Enact and Teller Connections, Branch Connections
Thorough knowledge of retail products, philosophy, policy, procedures, and documentation

Junior Personal Banker QFA Resume Examples & Samples

Provide a comprehensive and professional selling, advisory and delivery service to customers
Convert enquiries into sales opportunities and ensure the highest service level throughout the process
Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with emphasis on attention to detail

Senior Personal Banker Resume Examples & Samples

Knowledge of banking products and services and related branch operations and procedures, system and technology
Goal oriented and able to work under pressure
Good service attitude, strong sales-driven and persuasive
Knowledge on compliance and security policies and procedures

Personal Banker Resume Examples & Samples

University graduate with min. 4-5 years working experience
In-depth knowledge of the enlisted products and services and the related branch operations and procedures, system and technology
Good service attitude and strong sales-driven
Comprehensive knowledge of compliance and security policies and procedures

Personal Banker 7th Avenue & Christopher Street South Manhattan Resume Examples & Samples

Minimum of one year sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities
Minimum of one year of customer service experience
Skilled in assessing customer/client needs, providing solid advice/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities with new and existing customers/clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Ability to apply strong critical thinking and problem solving skills to meet customer’s needs
Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Excellent oral and written communication skills with strong influencing skills
Pass personal banker pre-employment assessment
Demonstrates leadership and assertiveness
Bilingual (fluent verbal and written) skills
Experience in financial services and prior knowledge of financial services industry, products and solutions

Personal Banker 5th & 37th St Branch Resume Examples & Samples

Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients
Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions
Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch
Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan
Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching
Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions
Schedule periodic meetings and check-points with clients to provide value-added services
Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business
Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Bachelor's degree preferred
3-5 years banking, retail other related sales and service experience
Demonstrated ability to develop and execute a sales plan
Demonstrated ability to engage in outbound sales activities and acquire new business
Demonstrated ability to successfully deepen and retain client relationships
Product/service knowledge; expertise in articulating product/service information to clients
Demonstrated strong financial/business acumen
Basic computer skills - ability to interact with clients using banking technology
Results-oriented; self-starter
Strong client service orientation
Excellent verbal and written communication skills
Ability to engage with and influence others
Ability to think creatively to solve problems
Organized; ability to manage time effectively and to multi-task

Personal Banker Resume Examples & Samples

Demonstrated knowledge of sophisticated financial services/tools appropriate for affluent market
Strategic planning skills and proven ability to develop successful sales plans
Ability to build and leverage strategic working relationships both externally and internally
Superior service skills/"client first" approach resulting in strong customer loyalty
Team orientation with strong collaboration skills and willingness to support all roles on branch team when needed
Demonstrated adaptability, flexibility, and willingness to work in a changing environment
Strong integrity and professionalism

Personal Banker Head Resume Examples & Samples

5-7 years sales/service experience to high net worth clients in financial services industry
PC skills required, including Microsoft Office
Demonstrated track record of acquiring and managing portfolio of customers to achieve/exceed challenging sales goals
High impact communication skills to effectively engage affluent consumers
Excellent problem solving and decision making skills

Senior Personal Banker Resume Examples & Samples

Sells Bank products and provides superior customer service. Manages more complex sales transactions. Cross-sells products and services, including mortgage loans
Assists Financial Services Consultants and Financial Services Representatives with more complex transactions
Trains Financial Services Consultants and Financial Service Representatives on some bank policies and procedures

Cbna-gcg-service Personal Banker Resume Examples & Samples

IT Skills - Microsoft Applications (Excel, Word, Outlook)
Verbal Reasoning – ability to understand and draw accurate conclusions from written or verbal information, e.g. identify key facts quickly
Numerical Reasoning – ability to understand and draw quick conclusions from figures and financial information (e.g. risk assessment report, financial reports, graphs, etc.)

Floating Personal Banker Resume Examples & Samples

Services existing customer relationships by analyzing customer financial needs and current bank product offerings
Consults with new business clients and advises them as the availibility and suitability of bank products that meet their needs outlining the advantages and disadvantages of various products, including BusinessLink products , which best meet their financial needs
Promotion and marketing of financial products through outside calls, telemarketing and targeted direct mailings and in-branch selling
Years of functional/professional experience: One to three years banking or related experience

Personal Banker Resume Examples & Samples

To perform client profiling, recommend asset allocation, and proactively engage with customers to facilitate transactions
To reach out to all client relationships through face to face/ telephonic/ email interaction to ensure coverage of all relationships in adherence to the policy mandate around frequency of client contact
To invite customers for client events and get clients to meet bank personnel as a part of the independent contact process
To acquire new customers through generation of references from existing clients and /or through partnership with the client acquisition team of the bank
To complete all AML / KYC requirements pertaining to accounts managed by the RM; also cover AIRs/ CDDs, etc for the clients managed
Complete all mandatory certifications within 90 days of joining the bank; ensure that the certifications are current and updated; and continuously keep self updated on changes in products, processes and compliance/regulatory norms
Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them
Keep immediate supervisor informed about key market/customer information and proactively escalate potential issues/concerns
Senior RM's are recommended to maintain a record client memos basis client interactions/ meetings

Personal Banker / Teller Resume Examples & Samples

Provides maintenance and growth on assigned portfolios by cross selling and identifying credit and investment needs of clients. Cross sells bank wide products and services to clients by expanding the personal banking relationship , NTSI, etc. Generates new business by selectively making calls based upon special product promotions
Demonstrates expertise in the Setting up all types of client accounts and services. Reviews documentation for completeness and follows through to eliminate documentation deficiencies. relating to deposit accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
Is called upon to share expertise in the deposit area of the bank and trains others as designated by the team leader
Interacts with partners in various areas in operating to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries
Keeps abreast of all new products and services to respond to client questions and to assist in selling services
Is well versed in the compliance requirements for new accounts and relationships. Monitors compliance reports for adherence to policy and procedures
Maintains effective filing system to ensure responses to all inquiries and follow up action. Develops and maintains tracking system to monitor projects and their disposition
. Assists in preparation and completion of reports. Reviews and corrects divisional reports such as outstanding balances, fees, profit performance, expenses, and calls made

Personal Banker Resume Examples & Samples

Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop
Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients
Participates in special projects, sales campaigns and assignments as requested
Ability to develop a base of Centers of Influence (COIs)
Demonstrated strong customer service skills
Possesses a general understanding of operations (risk, compliance, fraud, loss)
Working knowledge of Branch Teller Workstation

Float Personal Banker Resume Examples & Samples

Completes documentation required to establish and maintain new accounts
Reviews and completes consumer loan applications with the customer
Complies with all policies/procedures related to the new account process
Knowledge of bank products and services

Personal Banker Resume Examples & Samples

Supports the branch in growing a profitable book of business to achieve individual and team goals
Provides sales and service assistance to all clients
Ensures compliance with operational, security and audit procedures and policies
Completes and maintenances electronic client profiles using KeyBank’s technology such as the Client Experience (CE) Desktop

Zz-downtown LA Market Personal Banker 6th & Central Banking Center Spanish Fluency Preferred LA CA Area Resume Examples & Samples

Minimum of one year sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities
Minimum of one year of customer service experience
Skilled in assessing customer/client needs, providing solid advice/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities with new and existing customers/clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Ability to apply strong critical thinking and problem solving skills to meet customer’s needs
Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Excellent oral and written communication skills with strong influencing skills
Pass personal banker pre-employment assessment
Demonstrates leadership and assertiveness
Bilingual (fluent verbal and written) skills
Experience in financial services and prior knowledge of financial services industry, products and solutions
Spanish Fluency Preferred

Zz-downtown LA Market Personal Banker 6th & Alvarado Banking Center Spanish Fluency Preferred CA Area Resume Examples & Samples

Minimum of one year sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities
Minimum of one year of customer service experience
Skilled in assessing customer/client needs, providing solid advice/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities with new and existing customers/clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Ability to apply strong critical thinking and problem solving skills to meet customer’s needs
Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Excellent oral and written communication skills with strong influencing skills
Pass personal banker pre-employment assessment
Demonstrates leadership and assertiveness
Bilingual (fluent verbal and written) skills
Experience in financial services and prior knowledge of financial services industry, products and solutions
Spanish Fluency Preferred

Personal Banker, Utility Resume Examples & Samples

Self-motivation
Exhibits effective communication skills with supervisor and peers
Self-identifies necessary steps to carry out the sales and service process

Personal Banker Team Leader Resume Examples & Samples

Assists in periodic branch audits
Cash handling and ATM management experience required
3 - 5 years of related experience

Personal Banker Resume Examples & Samples

3-5 years experience preferably in the financial services industry
Either prior experience of acquiring high-net-worth clients or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) to be able to optimise acquisition effectiveness
Other Industry relevant sales experience such as real estate can be considered
Asset experience is also preferred
Excellent teamwork skills in order to cater to the varied investment understanding and support requirement of customers and prospects
Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile
High sales drive and energy levels. Ability to thrive in a high-pressure environment by demonstrating leadership and selling skills
Ability to nurture and build strong relationships with customers
Bachelor degree/ MBA

Personal Banker Resume Examples & Samples

Minimum 1 year experience in Wealth management industry
Product/service knowledge: expertise in articulating product/service information to clients
Excellent verbal and communication skills

Personal Banker Consultative Branch Resume Examples & Samples

Deliver clarity to customers by providing simplicity, guidance, and know-how. Provide transactional support to the Service Line (teller) as well as dual functionality as applicable
Meet or exceed current sales revenue goals and BMO Linkages goals by selling and cross-selling bank products and services to retail, mortgage and small business customers that satisfy the financial needs and goals of the customer; refer qualified customer leads to BHFA, Mortgage, Business Banking, Private Banking, etc. in order to successfully fulfill BMO Linkages goals
Actively participates in team huddles and sales meetings to ensure that branch goals are achieved.Coach and develop the Service Representative Team to ensure desired number of qualified sales referrals is achieved; provide product update and just-in-time training during branch huddles.Compliance
Complete all sales reports thoroughly and in a timely manner.Keep informed of laws and regulations that affect compliance issues relating to banking products and services
Deliver customer satisfaction while embracing the operational policies. Training
Keep abreast of updated systems, policies, products and services by participating in all applicable systems, retail and product focused training.100% compliance with banks regulatory training

Personal Banker Resume Examples & Samples

Provide personalized banking services to current and prospective customers, consistently seeking to expand customer relationships and provide the highest level of customer service, through aggressive profiling of each customer and prospective customer to determine their needs and matching products/services to those needs
Drive branch deposit growth through business development activities, active participation in all product marketing campaigns, sales development activities, and referral programs
Analyze credit and financial information for processing of loans and other bank products for customers to ensure applicable lending policies and procedures are followed. May have lending authority at the discretion of management. Lending authority will be $5M (secured) and $1M (unsecured loans. Responsible for adherence to compliance regulations and lending policies and procedures
Be knowledgeable in assisting customers with selling savings bonds, traveler’s checks, cashier checks, and cash advances
Performs assigned Teller duties approximately 75% of the time to include deposits, withdrawals, payments, and coin and cash orders. Assist customers with deposits, withdrawals, payments and coin and cash orders in a friendly courteous manner
Balance teller drawer with a 95% or better balancing record
Identify fraudulent activity to help prevent potential losses to Great Western Bank
High school degree or equivalent required; Associates degree in Banking/Finance/Management or equivalent experience preferred
Previous sales or retail experience preferred, including cashiering and balancing experience
Strong analytical and customer service skills
Excellent written, verbal and interpersonal skills
Effective selling and cross-selling skills
Ability to stand for long periods of time and lift 20-50 pounds

Gcg-personal Banker Resume Examples & Samples

Provide advisory services and secure sales on various banking products, i.e. Deposits, Unit Trusts, Bonds, Treasury Products, Insurance via the telephone or in person
Comply with Citibank policies and procedures to ensure security of bank’s and customers’ assets
Proactively seek to identify customer needs and effective at cross-selling and referring leads to the appropriate channels for follow-up
Take full ownership of customers’ request and ensure complete customer satisfaction of problem solution
Relevant qualifications like CMFAS modules are an advantage
Self driven individual with passion to excel in sales
Comfortable dealing with customers face-to-face
Committed to Quality and Service Excellence

Personal Banker Resume Examples & Samples

Cultivate and strengthen current customer relationships by staying abreast of the customers needs; maintain a customer needs analysis and assesses the overall financial needs of the customer; follow up when appropriate to present products and services that will meet the customers overall financial goals
Personal Banker may be required to create and execute individual mortgage sales plans and revenue goals. The Banker will analyze customer financial, credit data and other relevant information to evaluate level of risk as well as present viable financial alternatives and advice to customers. The Banker will receive customer applications, quote mortgage rates/points and complete necessary follow-up activities to acquire mortgage sales.Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.Conduct targeted sales calls (phone or in-person [with Bank Manager, when appropriate]). Work collaboratively with the Retail Team and all lines of business to improve the customer experience; inspire trust and motivate others, embrace opportunities for learning, partner with colleagues and share knowledge while embracing the BMO Harris Bank Customer Promise
Relationship Management/Customer Experience - Define great customer experience by consistently providing exceptional customer service, consisting of a friendly demeanor, sense of urgency and willingness to assist the customer at all times, ensuring issues and requests are solved promptly, thoroughly, to the customers satisfaction.Initiate and maintain customer contact through a variety of methods, including, but not limited to face-to-face customer interaction (walk-in traffic), telemarketing and call night activity and community involvement (attending community activities that may generate new customer leads and supports Banks overall CRA goals and initiatives). Meet or exceed all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. Take full ownership of customer interactions from beginning to end providing both sales and service support.Intradepartmental relationshipsBuild and maintain professional working relationships with all internal employees of BMO Harris Bank, including but not limited to Private Bank, BMO Harris Financial Advisor, Mortgage, Business Banking, Distribution, Customer Experience and Sales Integration (CESI) to ensure customer satisfaction is achieved. Reviews and evaluates all documentation submitted for referrals and/or processing to ensure completeness and accuracy in order to increase approval, transaction and turnaround times
Provide leadership through ability to address full customer service needs from service transactions to sales opportunities.This role has direct or in-direct impact on the following:YOY increased retention and growth of the consumer and commercial deposit and loan portfolio (goal is determined by Bank Manager and Retail Banking Market Manager).Cross-sell banks products and services (goal is determined by Bank Manager and/or Retail Banking Market Manager)

Personal Banker Resume Examples & Samples

Good knowledge of banking products and services, operations and procedures and systems
Proactive with good communications and interpersonal skills
Good command of English, Cantonese and Mandarin

Personal Banker Resume Examples & Samples

Meet or exceed current sales revenue goals by cross-selling bank products and services to retail, mortgage and small business customers that satisfy the financial needs and goals of the customer; refer qualified customer leads to BMO Investor Line, Mortgage, Business Banking and Wealth groups
Probe to understand client needs and provide advice related to personal banking strategies that meet the client’s objectives and manage all transactional outcomes of the call in a professional and accurate manner (e.g., complete any relevant administration requirements)
Respond to queries from front-line branch teams and related to technology and complex processes related to Retail Online Banking
Use applicable technology and tools to facilitate an effective conversation with the customer and drive appropriate customer experience, financial performance and financial results
Follow security and safeguarding procedures in accordance with Bank P&P for the prevention of loss due to fraud, money laundering or defalcation; identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
High School Diploma some college preferred

Personal Banker Resume Examples & Samples

Minimum of two years proven branch office and/or retail customer service and sales experience or equivalent
Proven interpersonal, analytical, organizational, customer service and communications skills
Proficiency with personal computers and office machines as well as pertinent mainframe systems and software packages
Demonstrated product and segment knowledge and referral abilities
Outgoing, self-motivated and ability to initiate conversations with customers and take pro-active approach to dealing with them; as well as communicate with tact and diplomacy and present a professional image for the branch
Sound knowledge of the customer service concept and its importance in developing and expanding customer relationships

Personal Banker Resume Examples & Samples

The Banker will analyze customer financial, credit data and other relevant information to evaluate level of risk as well as present viable financial alternatives and advice to customers
Relationship Management/Customer Experience - Define great customer experience by consistently providing exceptional customer service, consisting of a friendly demeanor, sense of urgency and willingness to assist the customer at all times, ensuring issues and requests are solved promptly, thoroughly, to the customers satisfaction
Initiate and maintain customer contact through a variety of methods, including, but not limited to face-to-face customer interaction (walk-in traffic), telemarketing and call night activity and community involvement (attending community activities that may generate new customer leads and supports Banks overall CRA goals and initiatives)
Reviews and evaluates all documentation submitted for referrals and/or processing to ensure completeness and accuracy in order to increase approval, transaction and turnaround times

Personal Banker Resume Examples & Samples

Previous experience selling products and/or services in a goal driven environment is required
NMLS and or Life/Health License
Make outgoing calls to potential new customers and prospects to promote our products and services in an effort to cultivate new business for the bank
Make outgoing calls to current customers in an effort to promote our products and services and identify customer needs
Conduct In-person discussions with customers to provide product knowledge and present various sales and service opportunities
Participate in various in-house promotion events, such as “Product Days”, marketing specific products
Contribute to team effort by accomplishing related results as needed

Personal Banker Resume Examples & Samples

Minimum 1 to 2 years of sales and customer service experience (financial services, call center, retail, etc.)
Excellent communication, decision making, persuasion and problem resolution skills
Experience working in fast-paced, goal oriented and team based structured environment
Proficiency with Windows based applications (ability to navigate within multiple screens)
High School Diploma, GED or relevant experience required
HTFTO

Hire Ahead Personal Banker Resume Examples & Samples

Develops and maintains broad knowledge of products and services to appropriately support client needs
Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings
Accurately process all financial service transactions
Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop

Telephony Personal Banker Resume Examples & Samples

Understanding our customers’ short and long-term needs to provide answers that are right for them
Supporting our customers by providing products and information on lending solutions and transactional banking
Identifying ways to improve our products and services, and speaking up to make banking simpler for our customers and colleagues
Constantly developing your skills and understanding within your role, and coaching colleagues to help them be the best they can
A passion for providing excellent customer services either within the financial services industry or a similar customer centric industry
Experience working in a customer focused environment and delivering an excellent experience to customers
Experience of building relationships with customers to provide a service that’s simple and effective
The confidence to challenge and improve our current systems and processes
The ability to explain complex financial information clearly to customers with no expertise
Excellent problem-solving skills

Personal Banker Resume Examples & Samples

Basic math and accounting skills
Ability to operate general office equipment, such as: telephone, fax machine, copying machine, currency counter, 10 key adding machine, etc
Demonstrates good work habits, attendance and follows policies and procedures
Proven organizational and time management skills
Proven customer experience skills dealing with the public
Skills in building collaborative relationships across departments and teams
Knowledge of banking products, systems, policies/procedures and regulations

Personal Banker Resume Examples & Samples

Operations Function
College degree or equivalent experience required. * Two (2) or more years experience in a
Work involves contact with the public, necessitating the ability to present a professional image
Position requires strongverbal and written communications skills
Position requires an in-depth knowledge of retail policies and procedures in order to utilize
Position requires analytical skills
Position requires the ability to establish self as a leader, to not only perform in a leadership

Mobile Personal Banker Resume Examples & Samples

Provide high quality face-to-face customer centric service to direct retail customers
Provide full transparency and feedback in relation to task resolution including early escalation of issues in a timely manner, where applicable
A minimum of 18 months previous financial services sales experience, preferably with sales experience within Deposits, Mortgages, Current Accounts and Insurance
Relevant third level qualification or professional equivalent

Personal Banker Resume Examples & Samples

Demonstrated strong customer service skills. - Excellent communication skills and ability to work in a team environment
Undergraduate degree in business related field - Possesses a general understanding of operations (risk, compliance, fraud, loss)
Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.**

Personal Banker Resume Examples & Samples

Proficient math and accounting, and debits and credits skills
Strong verbal & written communications skills
Ability to operate general office equipment
Proven customer experience skills dealing with the public and building relationship with clients to convey information that influences and calls for action
Proven consumer and solutions based sales skills

Cbna-gcg-service Personal Banker Resume Examples & Samples

Participate in and sometimes lead the ‘daily huddle’ before branch opening
Train and ensure personal banking team completes mandatory OPNP training
IT Skills – Microsoft Applications (Excel, Word, Outlook)
Verbal Reasoning – ability to understand and draw accurate conclusions from written or verbal information e.g., identify key facts quickly
Numerical Reasoning – ability to understand and draw quick conclusions from figures and financial information (e.g., risk assessment report, financial reports, graphs, etc.)
Inductive Reasoning – identifying links between component parts; abstract/conceptual thinking; see how something fits into a wider system (e.g., identifying cross selling opportunities)

Personal Banker Resume Examples & Samples

At least 1 years’ experience as a Personal Banker/Teller, Banking Services Consultant, Financial Service Representative or similar position is preferred but not required
Customer service and sales experience
Knowledge of retail banking products, philosophy, policy, procedures, and documentation is preferred
Strong PC skills and previous experience with (or ability to learn) retail banking sales and transaction processing systems
Effective multi-tasking and organizational skills

Senior Personal Banker Resume Examples & Samples

Based in Oamaru branch
Utilise your business development and networking skills and experience
Previous lending and sales experience is essential

Personal Banker, North Shore District NSW Resume Examples & Samples

Proactive and shows initiative
Role models a strong customer focus; preferably with retail and/or sales experience
Ability to multi-task and highly adaptable to change and ambiguity

Personal Banker Resume Examples & Samples

Provide exceptional customer experience to our affluent banking customers
Strong sales & customer service experience
Contribute to the Bank’s Super Regional goal
Keen understanding of value proposition (products & services) to be able to provide reactive I&I sales
Handle mortgage and CCUL enquires and sales to walk-in clients
Takes accountability of customers' problems to achieve customer satisfaction of problem resolution
Attend to customer's instructions in a timely and accurate manner while adhering to regulatory, compliance and internal security audit requirements
Cross-selling to customers to increase relationship stickiness and profitability
Participate actively in client strategic campaigns to enhance client service levels or drive specific business achievements
Adhere to bank's compliance policy and ensure all transactions carried out on behalf of clients are within the stipulated parameters of the bank's policy process flow
Perform stringent KYC & AML checks with full diligence and so as to prevent any money laundering, fraud, etc. that could hurt the interest of the bank and its customers
Ensure proper account opening documentation for clients

Personal Banker Resume Examples & Samples

Whakatane branch
Utilize your retail sales experience and build a career in Banking
Be part of a super regional bank!

Personal Banker Resume Examples & Samples

Utilise your sales experience
Develop your skills and experience in lending
Training and development provided
Strong Sales capability

Personal Banker Resume Examples & Samples

Busy Migrant Centre
Tagalog Language essential
Build your banking career

Telephony Personal Banker Resume Examples & Samples

Dealing with day to day banking enquiries from customers on the range of products and services Barclays provide
Listening to customer’s needs, making them aware of products that may be suitable for them
Putting the customer at the heart of everything you do, aiming to get it right first time every time
Understanding the customers query, looking at the situation from different angles to offer the best solution
Being willing to take on the unknown, hold a conversation with the customer and pay attention to detail rather than relying on a script
A genuine interest in our customers, and the ability to take personal responsibility for providing great customer experiences
The ability to make authoritative banking decisions that always put our customers first
Excellent communication and influencing skills, and a collaborative, team-based approach to work
A proven record of creative problem solving, and the confidence to take the initiative to permanently resolve potential issues

Personal Banker Resume Examples & Samples

Actively discussing ANZ’s full range of insurance, transactional and investments products, along with some lending services
Providing professional sales expertise to customers to help them meet their financial needs and goals
Maintaining an exceptional level of service that our customers expect from us every single time

Personal Banker Loveland Resume Examples & Samples

Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing)
Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction
Participates in and occasionally facilitates daily branch team meetings
Assists with coaching and training tellers and other branch professionals
Identifies and resolves complex client service opportunities
Undergraduate degree in business related field

Personal Banker Consultative Resume Examples & Samples

Meets all CFPB and Safe Act requirements100% adherence to branchs internal policies and procedures to ensure 100% pass rates of internal audits
Complete all sales reports thoroughly and in a timely manner
This role has direct or in-direct impact on the following:YOY increased retention and growth of the consumer and commercial deposit and loan portfolio (goal is determined by Bank Manager and Retail Banking Market Manager)

Personal Banker Team Leader Resume Examples & Samples

Reviews loan documentation to ensure compliance with federal regulations and bank credit guidelines
Functions as liaison for external vendors on servicing issues
Provides physical coverage for the Silicon Valley office

Personal Banker Resume Examples & Samples

Provides quality customer service on existing and new deposit and loan relationships
Researches records and follows up on details to resolve business at hand to the customers’ satisfaction
Responsible for the expansion of existing customer relationships and the development of new business as related to personal banker’s “book of business” by proactively tele-consulting and cross-selling a full range of products and services
Responsible for attaining established monthly and yearly deposit/loan goals as set by BCM
May become licensed to sell annuity products
Focus on individual and department goals for revenue producing products for both sales and referrals to other departments such as Commercial Banking, Investments, Trust and Cash Management
Thorough knowledge of the on-line computer system(s) to enter and retrieve information effectively. Perform all required maintenance on accounts and submit paperwork to the appropriate departments
Encourage team environment
Meet goals and objectives set by Retail Management
“LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
20101103 (20090429)

Personal Banker Resume Examples & Samples

Accept and accurately process all financial service transactions
Maintain responsibility for cash drawer and follow proper balancing procedures
Involvement in the sales building process and assist on platform as needed

Cbna-gcg-personal Banker Resume Examples & Samples

Knowledge of banking products and services as well as exposure to wealth management products and process would be an advantage
Proficient in Microsoft applications (Word, Excel, etc.)
Meticulous, efficient, and organized

Personal Banker Resume Examples & Samples

Demonstrated small business deposit/credit experience and familiarity with small business operations
Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act)
Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling
Managerial experience
State Insurance License*

Personal Banker Resume Examples & Samples

Acquire, grow and retain Citi Priority customer relationships while maximising sales opportunities
Identify cross-selling opportunities and refers leads to the appropriate channels for follow up
Proactively seek to establish and understand customers’ needs and expectations and provide advice and product information to customers, outlining features and benefits
Helps the customer understand which product or investment would best suit their needs, offering alternatives and solutions as appropriate
Engage the support of specialists to provide technical advice to customers when necessary
Where required monitor customer accounts and portfolios providing market updates and general advice
Ensure current and prospective clients have a consistent, premium Citi Priority experience through delivery of outstanding service and intuitive needs based selling
Take full ownership of customer requests and proactively follow up agreed actions with stakeholders
Take responsibility for resolving issues with customer portfolios ensuring complete satisfaction of problem resolution
Keep up to date with new banking products and services; their features, benefits and how these can be best offered to the Citi Priority portfolio
Meet and exceed assigned activity targets
Actively utilise existing marketing campaigns and activities and where appropriate maintain a database of prospects for call-backs and updates on time specific offers
Comply with established bank and external policies and procedures to ensure the confidentiality and security of bank and client assets and information
Maintain a high standard of accurate and error free work to avoid compliance breaches, including reduction and minimizing critical errors and write offs
Maintain a high standard of ethical conduct at all times
Action day-to-day operational and administrative tasks as assigned
Contribute to Telesales and Retail Distribution operational efficiencies to enable Retail Distribution to achieve plan
Degree or vocational qualification in business or finance related subject is desirable
Diploma of Financial Planning is highly desirable
RG146 Tier 2 accredited in managed investments and term deposits
Previous Industry Experience
Financial services industry experience with good working knowledge in investment products in a retail environment
A proven track record in sales performance
Proven relationship management skills
Strong knowledge of the retail investment and financial planning industries
Deep understanding of industry legislative and compliance regime
Proven track record in over the phone sales and service

Virtual Personal Banker Resume Examples & Samples

Leverage lead generation techniques (e.g., Book of Business) to identify cross-sell and relationship deepening opportunities with current clients
Conduct planning discussions with clients to understand background and identify needs; clearly communicate potential solutions
Provide value and advice to help our clients succeed financially and achieve deep lifetime relationships. Meet all client needs and strive to be their primary financial services company
Proactively support strategies to increase the client base, offering a full range of banking products and services, with limited supervision and direction
Conduct inbound and outbound sales / service activities (e.g., phone out-reach, communication via email, marketing calls to engage with virtual clients and build relationships
Execute integrated sales, relationship and credit strategies that are aligned with the business plan and goals
Transform service transactions to sales / referral opportunities according to client needs
Proactively educate clients on utilizing non branch channels (e.g., ATM, CBOL)
Cultivate partnerships with segment partners (e.g. Small Business, Home Lending, Wealth Management) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching
Take ownership of the end-to-end client experience
Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory / compliance training
Probe client needs and offer products through phone and / or other digital tools
Establish and maintain key relationships within the community
Foster teamwork within the Virtual Branch and treat coworkers as valued clients
Work in an agile manner by identifying areas for change, responding when changes in process or tools are required, and quickly adapting to new direction,
Participate proactively in all huddles and meetings, to build the Virtual Branch concept and refine over time
Create a warm, welcoming and friendly environment for clients and employees

Personal Banker Resume Examples & Samples

Required Qualifications: 2 years of demonstrated sales experience and working knowledge of bank products OR 1 years progressive branch or operational banking experience including 6 months selling experience
6 months computer experience
Preferred Qualifications: Strong customer service skills
Experience cross-selling services
Basic math skills
High School degree or equivalent

Senior Personal Banker Resume Examples & Samples

Required Qualifications: 5 years new accounts experience in the financial industry including 1 year opening commercial accounts and sales prospecting
Completion of the CB&T FSR certification program within the first year on the job
Preferred Qualifications: Advanced knowledge of branch bank operations and banking products
Strong math skills
High School degree or equivalent preferred

Personal Banker, Christchurch Resume Examples & Samples

Strong sales capability
Role models a strong customer focus
Preferably with banking and/or lending experience

Personal Banker Resume Examples & Samples

Bachelor’s degree is highly preferred. Preferred applicants will have
1+ years’ experience as a Personal Banker/Teller, Banking Services Consultant, Financial Service Representative or similar position is highly preferred but not required
Strong customer service and proven sales experience

Personal Banker Specialist Resume Examples & Samples

2+ years’ experience as a Personal Banker/Teller, Banking Services Consultant, Financial Service Representative or similar position is highly preferred
Exemplary customer service and sales experience
Detailed knowledge of retail banking products, philosophy, policy, procedures, and documentation
Excellent sales ability including cross-selling and referral skills
Excellent communication skills (verbal, written and presentation)
Strong attention to detail and accuracy skills
Effective organizational skills
Ability to work Saturdays and Sundays

Citibank Berhad Kl-sky Personal Banker Resume Examples & Samples

To perform onboarding calls to newly acquired Citi Priority customers
To deepen customer’s relationship with Citibank through cross sells
To engage customers to strengthen relationships by adopting an advisory role to provide value added services
Handle outbound calls from 9am to 6pm
Upon onboarding, contact CTP customers to drive on digital channels usage
To guide customer on Sky Branch PBs capabilities & familiarization of banking related services available
To perform engagements calls such as birthday calls to cross sell CTP birthday offers or retention calls based on leads of huge AUM outflow
To perform portfolio review over the phone with the contact policy of contacting customers at least twice a year
To handle CTP client’s enquiries & complaints, making sure that they follow through the end-to-end process after the account opening
To ensure incremental product penetration and increase targeted customer segment through the execution of an effective sales process
To grow customer numbers and AUM to meet country business goals, particularly Liability accounts, Unit Trust and Insurance as well as cross sell loans, mortgages & credit cards
Degree qualification
Certified to cross sell insurance & investments
Certified Financial Planner (CFP) or Chartered Financial Analyst (CA) or Persatuan Pasaran Kewangan Malaysian (PPKM) would be additional advantage
Minimum 1 year of Banking or Financial Relationship Management experience
Strong command in spoken & written English; ability to speak in Mandarin/Cantonese is an added advantage

Personal Banker Merchants Walk Resume Examples & Samples

Maintain appropriate continuing education requirements as required for retaining licensing and FINRA registration
Four years experience as an In-Store Financial Services Representative or Personal Banker at SunTrust or an equivalent position at a comparable financial institution; or five years experience in a sales and service based position in a retail environment
Completion of Core and Intermediate STU Curriculum Training as well as corresponding PB course work
Strong probing and listening skills to uncover client needs
Experience with discussing, recommending, and selling various deposit, credit products, and retirement products to consumer and small business clients

Senior Personal Banker Resume Examples & Samples

Services clients with a full range of personal banking services. Opens and closes accounts, resolves inquiries and problems, and changes account types
Cross sells bank wide products and services to clients by expanding the personal banking relationship to more complex needs (Benchmark mutual funds, lines of credit, letters of credit, etc
Functions as a liaison for external vendors on servicing issues
Keeps abreast of laws and regulations that affect compliance issues and personal banking products and services. Understands and applies laws and regulations as they relate to personal banking products and services
Assumes selective administrative assignments. Participates and directs project-oriented tasks when directed by unit manager

Casual Personal Banker, Goulburn NSW Resume Examples & Samples

Cash handling experience
Understanding of Customer Service principles and practices
Experience with working towards targets and set KPI's in a team based environment
Sales exposure

Senior Personal Banker Resume Examples & Samples

Qualification in Business related field is preferred
Strong sales and service experience
Attention to detail and accuracy, sound understanding of risk management
Good leadership and time management skills
Excellent interpersonal and verbal communication skills in both English and Khmer
Computer literacy in Microsoft Word, Excel and Outlook

100

Personal Banker, Belleville Resume Examples & Samples

Accept coaching observation and performance feedback from Bank Manager, Assistant Manager, Mortgage colleagues, BMO Harris Financial Advisory (BHFA) colleagues, and Private Banking Representative to improve skills and performance
Follow up when appropriate to present products and services that will meet the customers overall financial goals
Provide guidance, direction and effective coaching to Retail Bank Team to ensure individuals have a working (proficiency) level of the retail sales environment
100% compliance with banks regulatory training

101

Personal Banker Consultative, O Fallon Resume Examples & Samples

Works with prospective and existing customers to assess potential overall banking needs
Cultivate and strengthen current customer relationships by staying abreast of the customers needs
Meet or exceed all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. Take full ownership of customer interactions from beginning to end providing both sales and service support
Keep informed of laws and regulations that affect compliance issues relating to banking products and services
Keep abreast of updated systems, policies, products and services by participating in all applicable systems, retail and product focused training

102

Personal Banker Verona Resume Examples & Samples

Identify and sell or refer appropriate banking products based on strategic analysis of customer financial needs after conducting an in-depth customer needs assessment
Provide transactional support to the Service Line (teller) as well as dual functionality as applicable
Intradepartmental relationshipsBuild and maintain professional working relationships with all internal employees of BMO Harris Bank, including but not limited to Private Bank, BMO Harris Financial Advisor, Mortgage, Business Banking, Distribution, Customer Experience and Sales Integration (CESI) to ensure customer satisfaction is achieved
Perform other duties as assigned

103

Personal Banker Univ Resume Examples & Samples

Skilled in making outbound calls
Communication
Consultative selling

104

Senior Personal Banker Univ Resume Examples & Samples

Ensure our customers are extremely satisfied with every interaction:Make it memorable and the best part of their day
High School degree or GED required, college preferred
Proven sales experience
Minimum of 2 years cash handling, sales and service experience preferred
If selected, must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS

105

Instore Personal Banker Resume Examples & Samples

Go above and beyond for customers: Work with customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Personal Bankers are the financial liaison to customers for building, deepening and retaining long term relationships while providing world class customer service
Bring a positive energy and confidence to Citizens Bank every day
High School degree or GED required

106

Senior Personal Banker Resume Examples & Samples

Go above and beyond for customers: Aspire to deliver world class customer service
Drive sales through service: Achieve sales and referral goals by developing a positive customer experience
Build book of business: Proactively seek ways to develop and expand customer relationships in order to contribute towards the branch success
Maximize personal productivity: Desire to maximize personal productivity through attention to detail, self motivation, and adaptability to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Individual Leadership: Assisting management with record keeping and reporting requirements
2 years cash handling, sales and service experience preferred
Ability to understand how to present features and benefits of products and services to customers with differing needs
Outstanding communication skills
Solid organizational skills
Ability to multitask effectively

107

Personal Banker Univesal Resume Examples & Samples

Ensure our customers are extremely satisfiedwith every interaction: Make it memorable and the best part of their day
Strong listening skills, excellent customer service skills, effective asking questions and identifying needs to expand the customer relationship
Attention to Detail
Teller accuracy and compliance

108

Personal Banker, O Fallon Resume Examples & Samples

Deliver clarity to customers by providing simplicity, guidance, and know-how
Refer qualified customer leads to BHFA, Mortgage, Business Banking, Private Banking, etc. in order to successfully fulfill BMO Linkages goals
The Banker will receive customer applications, quote mortgage rates/points and complete necessary follow-up activities to acquire mortgage sales
Actively participates in team huddles and sales meetings to ensure that branch goals are achieved.Coach and develop the Service Representative Team to ensure desired number of qualified sales referrals is achieved
Cross-sell banks products and services (goal is determined by Bank Manager and/or Retail Banking Market Manager)

109

Personal Banker, Contact Centre Resume Examples & Samples

Strong sales capability - The ability to understand and match customer needs with a tailored financial solution. Ability to spot and refer sales opportunities to our specialist partners in the business
Computer literacy, phone etiquette and effective communication and listening skills including the ability to engage and manage conversation over the phone and via email and social media when required whilst working through systems
Strong customer focus - The ability to relate and empathise with customers at an emotional level
Adaptable and resilient to change
Know when to escalate customer issues

110

Personal Banker Jamestown Resume Examples & Samples

Sales/Production Develop, maintain and support the sale of banking products and services by generating and following up on leads
Generate new customer relationships by consistently applying the BMO Harris Bank Sales concept to all new/ prospective customers 100% of the time
Maintain a customer needs analysis and assesses the overall financial needs of the customer
Inspire trust and motivate others, embrace opportunities for learning, partner with colleagues and share knowledge while embracing the BMO Harris Bank Customer Promise
Provide product update and just-in-time training during branch huddles.Compliance
Provide leadership through ability to address full customer service needs from service transactions to sales opportunities

111

International Personal Banker Resume Examples & Samples

Proficient in Spanish
Telephone sales experience preferred
At least one year of direct, proactive sales experience is required
Series 6, 63, Life & Health LIcense
Bachelors degree in finance, business or a related field is preferred
At least two years sales experience in the financial services industry and heavy customer contact is strongly recommended
Strong knowledge of bank or investment products and procedures
PC skills such as Lotus Notes, Word and Excel are required
Ability to manage time effectively, set priorities, meet goals and organize daily work appropriately is fundamental for success in this position

112

Digital Personal Banker Resume Examples & Samples

Strong sales capability, the ability to understand and match customer needs with a tailored financial solution. Ability to spot and refer sales opportunities to our specialist partners in the business
Understanding of Compliance and the ability to exercise sound judgement
Computer literacy, phone etiquette and effective communication and listening skills including the ability to engage and manage conversation over Live chat; Phone; email and social media when required whilst working through systems
Be adaptable and resilient to change

113

Direct Bank Personal Banker Resume Examples & Samples

Must have a High School Diploma or equivalent
Must have at least 1 year of retail banking or Direct Bank experience
Specialized knowledge of Bank and credit products: recognition of buying cues, knowledge of how to uncover customer need, operational knowledge of accounts and experience opening and settling accounts
Must have previous inbound and outbound sales experience and excellent customer service skills
Must know and follow all established policies, regulations, guidelines and procedures
Must be proficient with MS Office products
Must have strong oral and written communication skills as well as strong telephone etiquette skills
Must have good problem solving and listening skills
This position involves heavy contact with customers to provide superior customer service and daily interaction or contact with Associates from other departments

114

Personal Banker, Wycliffe Resume Examples & Samples

FINRA Series 6 or 63 registrations
Maintain appropriate continuing education requirements as requierd for retaining licnesing and FINRA registration
Demonstrates ability to interact confidently with clients

115

Contact Center Personal Banker Resume Examples & Samples

Minimum 12 months of customer service related experience
Ability to multi-task and work with multiple systems
Proficient typing skills
Easily adapts to a constantly changing environment

116

Instore Senior Personal Banker Resume Examples & Samples

Individual Leadership: Assist management with daily routines and operational requirements and other duties as assigned
Able to work branch hours, which include weekends and evenings
Driving & adapting to change

117

Instore Personal Banker Resume Examples & Samples

Proven sales and customer service experience
Self-motivated, confident, and ability to multitask effectively
Willingness to work branch hours, which include weekends and evenings
Ability to function within a controlled schedule

118

Outbound Personal Banker Resume Examples & Samples

A previous background in customer service and sales environments (phone-based preferable)
Having a Resilient personality is key within this role!
Quick Decision Making and taking ownership (easily demonstrate your initiative)
Self-managed and accountable
Experience within a KPI driven environment
The ability to work in a fast paced and changing environment

119

Senior Instore Personal Banker Resume Examples & Samples

Drive sales through service: Generate sales and revenue by developing a positive customer experience. Focus on the solutions that meet the needs of the customer and personally strive to make each customer interaction the best experience of their day by consistently delivering on each step of the Customer Experience Process. Successfully follow a structured approach to customer on-boarding, sourcing new business, and expanding existing relationships through in-aisle prospecting (as applicable), asking for referrals and maximizing outbound calling
Ability to resolve customer issues by providing solutions
Customer service

120

Senior Personal Banker Resume Examples & Samples

Proven experience in sales and customer service
Excellent knowledge of the transactional banking offers
Knowledge of negotiation, influence, sales, marketing, and business development techniques
In depth knowledge of banking products and services for individuals and small businesses
Willingness to be away from the home-office 50-60% of the time
Proven interpersonal relationship skills
Knowledge of French (written and spoken) would be an asset

121

Personal Banker H.A Northern Colorado Resume Examples & Samples

High School Diploma or equivalent experience
1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources
Ability to work branch hours to include weekends and occasional evenings

122

Float Personal Banker Resume Examples & Samples

Provides prompt, efficient and accurate customer service, greeting all customers by name in a pleasant and courteous manner; displays the “smile standard”; and consistently displays excellent customer service
Seeks out referral opportunities and cross sells to existing and new customers
Provides a complete range of customer services, including opening new accounts, processing new and existing accounts properly; receiving deposits; actively seeking and referring loan and wealth management opportunities to appropriate bank specialists
Carries out the bank’s client retention strategies by anticipating customer needs and cross selling when appropriate, in accordance with established policies and procedures. Takes initiative to acquire and maintain up-to-date knowledge of bank products and services. Educates customers as to available and appropriate products and services
Comprehends, adheres to, and enforces all security and compliance procedures for protection of assets, including consistent use of dual control; ensures that customer confidentiality is maintained at all times
Maintains up-to-date knowledge of Bank products and services by attending sales training each month in order to satisfy customer needs
Successful completion of Personal Banker training course and pass the final exam with a score of 80% or higher
Previous cash handling and Teller experience required
High attention to detail a must
Must be computer literate with typing experience and a working knowledge of MS Office preferred
Demonstrated sound judgment in decisions regarding transaction approvals and customer problem resolution
Ability to display positive and cooperative attitude with customers at all times
Successful record of recognizing opportunities and cross-selling products and services to existing customers and prospects preferred
Certifications and Licenses: Valid State Driver’s License

123

Credit Union Personal Banker Resume Examples & Samples

Processes member transactions that include deposits, withdrawals, negotiable items and loan payments, cash advances online of credit and MasterCard, and data changes to member accounts
Opens new accounts and loads details on computer system
Provides required documentation for IRAs. Answers member questions and resolves issues regarding share accounts and loan products
Responsible for daily balancing of cash and transactions in accordance with balancing standards
Prepares bank deposit
Maintains a Working knowledge of products and services, explains the features and benefits of membership and services offered and promotes the member driven philosophy and professionalism credo
Inputs loan applications into the computer system, runs credit reports and determines loan rates
Participates in field marketing in vicinity of the branch and works with minimal daily onsite supervision
Provides feedback to supervisor regarding changes in branch operating procedures. Performs other duties as assigned

124

Personal Banker Team Leader Resume Examples & Samples

Organizes the work, sets short-term priorities, monitors all activity, and ensures timely and accurate completion of the work
Provides input in the performance management process and staffing decisions
Services clients on a full range of personal banking services (i.e., opens and closes accounts, resolves inquiries and problems, and changes account types)
Maintains maintenance and growth of assigned portfolios by cultivating and developing relationships for more complex credit and investment needs of clients
Cross sells bank wide products and services to clients by expanding the personal banking relationship to more complex needs (Benchmark mutual funds, lines of credit, letters of credit, etc.)
Approves and authorizes lines of credit, overdrafts, cash advances, and checks and certificate of deposit receipts
Provides technical expertise to other bankers in the bank by evaluating the analyzing credit applications
Maintains unit’s compliance with federal regulatory and CRA issues
Acts as point of contact for escalated issues and client inquiries
3 years of related experience
Knowledge of bank products and services, usually acquired through related work experience and formal training, to service clients
Knowledge of federal regulations and bank credit guides, usually acquired through related work experience or formal training, to ensure compliance of personal banking products and services

125

Floating Personal Banker Resume Examples & Samples

Engage both business and personal clients in a needs based discussion to identify needs
Recommend and explain appropriate bank products and services to the customer
Open appropriate product(s) for clients—ensuring that proper documentation is obtained, completed and filed
Support manager in development of consumer and small business loans. Take process and close consumer loan applications through credit administration
Effectively manage the Branch in the absence of the Branch Manager
Promote a customer service focused environment in the financial center by encouraging teamwork
Perform account maintenance activities, including changes of address, account ownership, account type and others
Research and resolve customer issues by acting as the liaison between the customer and internal bank departments
Complete and forward Reg E dispute documents and affidavits to the appropriate department
Answer client questions regarding products and services
Answer telephone inquiries from clients and prospects, using these opportunities to sell additional products and services to clients
Solicit new business via the telephone and outside clients calling efforts
Stay abreast of bank products, policies, and procedures, and communicate these clearly to the client when needed
Retain financial center clients and increase product usage by recognizing cross sell opportunities
Be involved in community activities
Assist clients with safe deposit box entry
Issue debit cards using the instant-issue debit card machine
Process wire transfers
High school diploma or equivalent. College education preferred but not required
One to three years prior banking experience preferred
Strong sense of teamwork, ability to work cooperatively in a team environment
Capable of performing teller functions with little to no guidance or supervision
Demonstrated sales skills are required, ability to recognize cross-selling opportunities
Attention to detail with strong record of accuracy in handling of transactions
Basic knowledge of deposit documentation and bank terminology
Comfortable using a variety of technology software products to process transactions
Ability to analyze problems and suggest viable resolutions
Ability to recognize and suggest process improvements
Ability to effectively provide advice and counsel to customers based on their needs and desires with an emphasis on ‘customer care&#8217
Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
Strong dedication to achieving results and exceeding expectations

126

CSR / Personal Banker Resume Examples & Samples

Uses every customer interaction as an opportunity to build a relationship with each customer through effective profiling, teleconsulting and where appropriate refer customers to business partners
Maintains accurate sales records and regularly reviews sales results with Branch Manager
Prepares for and participates actively and constructively in branch sales meetings
Prepares necessary documentation from the sale of products and services and inputs data
Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed
Accounts for all assigned cash, balances cash drawer and maintains drawer within limits
Assists in all activities related to branch operations and teller functions
Maintains a current understanding of and complies with regulations that include but are not limited to Bank Secrecy Act, USA Patriot Act, suspicious activity reporting, Reg B/Fair Lending, Reg Z/Truth in Lending, Reg DD/Truth in Savings, Expedited Funds Availability Act, Gramm-Leach-Bliley Act, Community Reinvestment Act and the SAFE Act
Assists other branch team members in non-primary assigned duties whenever necessary
Maintains a current understanding of Bank policies and procedures
High school diploma or GED required, unless age 18
Able to successfully complete Bank product and sales training courses and appropriate certifications
Ability to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS)
Uses every customer interaction as an opportunity to build a relationship with each customer through effective profiling, tele-consulting and where appropriate refer customers to business partners
Performs daily aisle time and PAs
Maintains accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives
Accounts for all assigned cash, balance cash drawer and maintain drawer within limits
Performs monthly certifications as required
Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS)

127

Outbound Personal Banker Resume Examples & Samples

Strong sales capabilities, proven through your work history, with experience in meeting sales targets and KPIs
The ability to initiate quality conversations with new and existing customers
A positive attitude, a degree of resilience and an energetic approach to your work
Strong customer focus, proven in your work history
Those who are seeking a career in banking, and can see themselves here for the long-term

128

Licensed Personal Banker Resume Examples & Samples

Meet assigned sales goals for deposits, loans, and investments
Actively identify client needs through client relationship reviews and client interactions, offer appropriate financial solutions, and expand existing client relationships
Actively sell, open, and maintain all retail products and services of FMB and cross sell other FMB services to both new and existing clients
Provide professional quality service and react appropriately to solve customer problems to ensure that resolutions and follow-ups are completed in a timely and accurate manner
Outreach to the retail/consumer market to promote referrals and drive new households
Make referrals to appropriate specialists including commercial, business banking, FMFN, mortgage, On the Job Banking, and wealth management
Maintain thorough knowledge of all bank products and services including pricing and bank policies
Meet regularly with designated Financial Consultant to build/develop financial services and sales acumen
Maintain a system of orderly follow-up by mail and telephone with new and existing customers to generate additional business
Actively engages in outbound calling from call lists and through client onboarding practices
Conduct client appointments to fulfill on retail and investment needs
Participate in monthly Licensed Banker conference calls and attend quarterly sales meetings
Participate in branch activities including community events
Work varied hours/days including occasional overtime as business dictates. May need to travel to other branch locations
Adheres to First Midwest Financial Network (FMFN) and LPL compliance requirements, including completing continuing education requirements
Maintain adequate controls to ensure compliance with consumer protection regulations in a defined area of responsibility
Complete the required compliance training sessions
Prepare monthly/weekly reports
College degree or commensurate experience in retail banking and/or sales required
Minimum 2 years of experience as Personal Banker recommended
Life Insurance License required
Working knowledge of financial services/investments
Demonstrated ability to refer/fulfill on client investment needs
Proven history of meeting or exceeding sales goals
Track record of working effectively in a team environment and building solid relationships
Excellent communication/interpersonal/organizational skills necessary
Prior experience in routinely making decisions required
Proven lending experience required

129

Assistant Branch Manager / Personal Banker Resume Examples & Samples

Exercises lending authority within lending limits
Prepares loan applications using Banker Insight software, and either produces loan documents or coordinates loan document preparation
Opens new deposit accounts and produces signature cards, certificates of deposit and other deposit documents
Uses a combination of Service and Trust skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit services, and insurance products. Makes referrals to the trust, discount brokerage and commercial loan departments when appropriate
Performs other duties as assigned, and as necessary to support the successful operation of the branch
A score of 85% or better on the Personal Banker Product Knowledge Test including questions on loan and deposit products, as well as operational, regulatory and compliance details of opening accounts
Successful completion of the Banker Insight Proficiency Test with a score of 85%, which will include navigation and use of the software as a sales tool
Completion of S&T Bank Consumer Lending course with a score of 80% or better
1-2 years: One to two years of experience

130

Teller / Personal Banker Resume Examples & Samples

Perform transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds
Perform more complex transactions (with assistance as necessary) such as
High School diploma, or equivalent education and related training

131

Personal Banker, ANZ Direct Resume Examples & Samples

An exceptional two month training program which sets you up for opportunities throughout the wider bank
We receive inbound calls or referrals from customers all over Australia
We do our best to meet customer’s needs, while actively discussing ANZ’s full range of insurance, transactional and investments products, along with some lending services
We actively contribute to the achievement of individual and team targets
We maintain an exceptional level of service throughout calls using our Customer First Approach on each and every call
A close-knit, energetic team who likes to combine achieving results with fun, hence the various social events our employees participate in – including volunteer days, internal social events and business-casual Fridays
A previous background in customer service and sales environments, with experience in meeting sales targets and KPIs
The ability to initiate quality conversations and questions with new and existing customers
A positive attitude and an energetic approach to your work

132

Personal Banker, / II / II Resume Examples & Samples

Develops new customer relationships and expands existing customer relationships through the sale and cross-sale of banking products and services by assessing the customer's needs and determining which financial products and services can best satisfy those needs. The goal is to gain 100% of the customers' financial business and sales are at or above the performance standards established
Conducts loan closing once approval is obtained
Contacts prospective and current bank customers to solicit new business to meet specific goals in order expand retail bank services
Achieve compliance certification and use knowledge of compliance/CRA regulations in day to day activities

133

Senior Personal Banker, Whakatane Resume Examples & Samples

Monday - 8:30am to 5pm (7.5 hours)
Tuesday – 12pm to 5pm (5 hours)
Wednesday –12pm to 5pm (5 hours)
Thursday –12pm to 5pm (5 hours)
Friday – 8:30am to 5pm (7.5 hours)
Previous lending and sales experience is essential - ideally home lending

134

Personal Banker / Senior Banker Resume Examples & Samples

Meets sales goals as assigned
Prepares for and participates actively in branch sales meetings
Accurately prepares necessary documentation from the sale of products and services and inputs data
Assists in training branch team members on product knowledge and skill development when necessary
Previous experience with bank sales, preferred
Ability to utilize personal computers and Windows based programs
Able to successfully complete Bans product and sales training courses and appropriate certifications
Proactively partners with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities
In-store Senior Banker performs daily aisle time and PAs as directed by the Branch Manager
Proactively partners and assists the Assistant Manager in referral coaching and mentoring of referral team members
Assists Branch Manager regarding coaching of best practice by modeling behavior towards effective profiling and tele-consulting activities
Acts as lead to branch personnel in the absence of Branch Manager and Assistant Manager
Above average working knowledge of Bank products and consumer lending

135

Personal Banker Trainee Resume Examples & Samples

Makes recommendations on loan approvals
Learns Banker Insight software, and prepares loan applications and deposit documents
Uses a combination of Service and Trust skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit services, and insurance products. Makes referrals to the trust, e-business, brokerage services, mortgage and commercial loan departments when appropriate
Follows up on loans and deposit accounts opened, and corrects deficiencies or document exceptions
May call on new and existing customers to generate new business
Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization
Requires S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act
Performs other duties as assigned, and as necessary to, support the successful operation of the branch
Successful completion of the Banker Insight Proficiency Test with a score of 85% or better, which will include navigation and use of the software as a sales tool
10 deposit and 6 loan accounts opened per month for 3 consecutive months
Attaining 90% or better on Sales Observations

136

Senior Personal Banker Resume Examples & Samples

Offer and sell financial products and services to both consumer and small business customers. Including, but not limited to
Customer facing banking experience preferred
Proven ability to meet sales goals
High attention to detail
Proven experience working in a team environment
Ability to count and balance cash
Knowledge & experience using technology
Time management and problem solving skills

137

Senior Personal Banker, Asian Banking Resume Examples & Samples

Fluency in Mandarin and Cantonese
Ability to read and write in simplified Chinese
Ambitious and driven to meet sales targets
Banking experience desirable

138

Universal Personal Banker Resume Examples & Samples

Minimum of 1 year cash handling experience strongly preferred
Ability to problem solve and provide solutions to customer issues
A professional appearance- you are the face of Citizens Bank
Experience in retail, hospitality or banking is highly desired
Customer Service

139

Senior Personal Banker, Woodland Hills Resume Examples & Samples

Registered with NMLS
Operates computer terminal to process advanced operational duties, approve wires, and resolve problems within given authority
Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values
Performs duties specific to the position and other functions as assigned
2-4 years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in Bank Secrecy Act compliance and supervisory skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry
Intermediate knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank’s products and services
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees
Ability to work with no supervision while performing duties

140

Senior Personal Banker, Calabasas Resume Examples & Samples

Actively engages in the sales process of the branch to ensure the attainment of branch and individual goals and objectives; contributes to the profitability and growth of the bank by building, developing, and managing new and expanded client relationships through developing solutions and cross-selling all Banc of California products
Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities
Strives to meet or exceed sales goals
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations

141

Personal Banker, Placentia Resume Examples & Samples

Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
Effective organizational and time management skills
High School Diploma and a minimum of 2 years related work experience and/or training. Work related experience should consist of an in-depth background in Bank Secrecy Act compliance and general banking skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry
Bachelor’s degree preferred

142

Senior Personal Banker, Manhattan Beach Resume Examples & Samples

Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives
Supports the Bank’s philosophy of Building Excellence and provides excellent customer service; promotes corporate culture through coaching, guidance and staff motivation
Process all new account transactions; assisting customers in their selection of various accounts and financial services; cross- selling the Bank’s products and services; possible Notary; possible Series 6, 63, L&D licenses
Supports the Branch Manager and may perform supervisor overrides on the host system
May perform daily check scanning, vault settlement, ATM settlement, night drop deposits, and assists with opening/closing branch procedures
Approves wire transfers up to designated limit, provides supervisor overrides, and approves check holds, and may sign as the second signatory on Bank Official Checks
Backs up teller line as needed
Assumes responsibility for various job duties in the absence of staff members or in overload situations

143

Personal Banker, Paramount Resume Examples & Samples

Intermediate experience, knowledge and training in all operational activities and terminology
Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook
Ability to communicate with individuals utilizing a telephone; requires ability to hear and speak effectively on the telephone
Ability to work with general supervision while performing duties
Active registration with Nationwide Mortgage Licensing System (NMLS)

144

Hour Personal Banker Resume Examples & Samples

Be responsible to assist in achieving financial center strategic goals through their own production and by identifying and addressing client needs and providing solutions which may include new accounts, consumer loans, and performing client services issues
Resolve clients concerns through direct personal action or by referring clients to an alternative bank department resource
Be responsible for making appropriate referrals for other bank products and services, including commercial lending products
Follow up with clients as needed
May have minimal lending authority
Provide back-up teller support as business need dictates
Requires High School Diploma and some experience in banking, new accounts, loan processes or other directly related experience
Basic knowledge of banking, bank products, cross selling, new accounts, debits and credits
Must have excellent customer service and sales skills
Must be self-motivated and able to work with little or no supervision

145

HOA Personal Banker Resume Examples & Samples

Sells multiple financial services to new and existing customers with the objective of attaining branch and personal sales and servicegoals
Provides professional, courteous and efficient customer service
Supports the Regional Account Executive (RAE) by assisting with systems and sales support to existing HOA customers and prospects in the Hawaii Market. Assists RAE with generating sales of HOA products and services
Develops new customer relationships and expands existing customer relationships through the sale and cross-sale of banking products and services by assessing the customer's needs and determining which financial products and services can best satisfy those needs
The goal is to gain 100% of the customers' financial business and sales are at or above the performance standards established
Provides customer service, sales, and technical support to new and existing HOA customers. Troubleshoots lockbox and other systems issues. Works with New Accounts and Underwriting to provide required documentation to complete file
Maintains open communication with customers, management and the Operations team to ensure a smooth/cohesive process for our customers
Assists RAE with the sales of HOA services and deposit and loan products
Accompanies RAE on sales calls and independently follows up on sales leads. Assists RAE in generating loan leads from existing customers
Calls on customers at the direction of RAE
Actively participates in CAI chapters and develops prospects in the Association industry
Learns/understands the details of all products and related costs offered to our clients
Uses knowledge of each product to effectively offer customers the products they need to grow their business while maintaining profitability from the overall relationship for the bank
May participate in community and/or outside sales events to support the branch/market
Completes consumer loan applications and submits to central underwriting for approval and conducts loan closing once approval is obtained
Achieves compliance certification and use knowledge of compliance/CRA regulations in day to day activities

146

Senior Personal Banker Resume Examples & Samples

Three or more years of experience as a Personal Banker I and equivalent training in retail activities, including Client Conversations I & II and other related Banner Way sales classes
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in rescission of your offer or termination of employment
Proven client service and interpersonal skills
Effective selling, cross selling and referral skills
Strong mathematical, problem-solving, and negation skills
Ability to analyze client credit data and other related financial information
2 or more years PB experience
Demonstrated knowledge of bank products and services
Actively involved in branch Skill Builders, sharing knowledge with staff
Positive attendance record
Effective mentoring of Universal Bankers and new PB
Effective use of Banner Way tools to include 4 quadrant sheet
Demonstrate successful on-boarding practices
Efficient in Banner Vision
Understanding of Media Marker
Conduct minimum of 1 work place banking event a quarter
Joint outside business calling experience

147

Senior Personal Banker, Pacific Palisades Resume Examples & Samples

Processes all types of new account transactions; cross-sells the Bank’s products and services; strives to meet or exceed sales goals; possible Notary
Serves as a backup to the teller line as needed; accepts deposits at desk as needed
High School Diploma and a minimum of 4 years related work experience and/or training. Work related experience should consist of an in-depth background in Bank Secrecy Act compliance and general banking skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry

148

Senior Personal Banker Resume Examples & Samples

Cultivate & engage clients/prospects in order to retain and expand their relationship
Share/partner with RM teams/NTSI sales and sourcing opportunities in regards to: (1) any large deposits, (2) any potential account closings, and/or (3) general discussion uncovering a client need where a Northern Trust sales professional (team or NTSI) should be notified
Keep abreast of laws and regulations that affect compliance issues and personal banking products and services in order to educate partners and clients as appropriate
Resolves any client issues, including but not limited to subpoena requests, check discrepancies, Reg D or H monitoring, forgery & fraud investigations, encoding error adjustments, return item investigations, and overdrafts
Handle the execution of requested auditing and reporting requirements, as necessary to ensure business unit remains in compliance with banking policy and practice guidelines and to achieve scores of Satisfactory or higher on audits
5 years or more of related experience. Knowledge of bank products and services, usually acquired through related work experience and formal training, is required to service clients. Knowledge of federal regulations and bank credit guidelines, usually acquired through related work experience or formal training, is required to ensure compliance of personal banking products and services. Excellent analytical, communication, client servicing and sales skills are critical in order to review client's financial needs and recommend investment opportunities that meet those needs. Prior teller experience is preferred

149

Personal Banker, / II / III Resume Examples & Samples

May assist potential and current customers with retirement planning services and products
Completes consumer loan applications and submits to central underwriting for approval
Ensures all accounts are opened and loan documents are completed in accordance with established policies and procedures, proper records are maintained accurately and information is entered on appropriate systems and routed to appropriate departments
Maintains a working knowledge of bank/branch goals, policy and procedural expertise of deposit and non-deposit products and services, and all current marketing and advertising campaigns

150

Personal Banker, Downey Resume Examples & Samples

Operates computer terminal to process advanced operational duties and resolve problems within given authority
Answers telephones, answers questions and directs callers to proper Bank personnel
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees

151

Telephony Senior Personal Banker Resume Examples & Samples

You'll be proactive in your approach, with excellent interpersonal skills and the ability to work successfully as part of a team
A natural flair for communication, able to engage with customers and demonstrate a genuine interest in their situations
The ability and desire to build strong and long-lasting customer relationships, with a proven ability of building rapport and trust
Excellent planning and organisational skills, with the ability to work unsupervised
Experience of working with and exceeding performance measures and goals in a customer service environment
Good technology skills demonstrated by previous experience of working with Microsoft windows suite, custom databases and software programmes

152

Lead Personal Banker Resume Examples & Samples

4 years lending experience (consumer lending required)
5+ years related experience and/or training, or equivalent combination of education and experience required
Knowledge of workflow process or procedures (e.g. Lean Six Sigma/CI principles), along with deposit products and non-real estate loans
Proven ability to generate results within a sales environment
Credit union operations platform experience preferred
Math Aptitude

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