Retail Banker Resume Samples

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FC
F Cassin
Ferne
Cassin
595 Gutkowski Ville
Dallas
TX
+1 (555) 878 7591
595 Gutkowski Ville
Dallas
TX
Phone
p +1 (555) 878 7591
Experience Experience
10/2015 present
New York, NY
Retail Mortgage Banker Associate
New York, NY
Retail Mortgage Banker Associate
10/2015 present
New York, NY
Retail Mortgage Banker Associate
10/2015 present
  • Self starter, Ambitious, Driven
  • Sales background
  • Self starter
  • Will be assigned to work with a designated Mortgage Banker and get “hands on” expert Mortgage Banker Sales Support and Sales Leadership to ensure proper and successful ramp at Chase – credit, program, policy, technology, sales coaching, etc
  • The Mortgage Banker Associate will actively solicit and originate new residential loans via self sourcing or leads provided by the designated Mortgage Banker the Associate is assigned to or a combination of both
  • Will become expert with guidance and training on internal systems/technology
  • Will be educated to develop/achieve strong referral partnerships with branch integration (relationship bankers, private client bankers and personal bankers)
11/2012 07/2015
Dallas, TX
Retail Personal Banker
Dallas, TX
Retail Personal Banker
11/2012 07/2015
Dallas, TX
Retail Personal Banker
11/2012 07/2015
  • Signing authority up to $10,000 for disbursements and can make. recommendations to the account officer and other less seasoned assistants over this limit
  • Execute procedures to open/close/transfer accounts; collect assets from brokers or outside institutions
  • Various non-routine administrative support functions teamed with account administrator(s) to provide client service
  • Assist assigned Banking Center in meeting or exceeding sales and referral goals
  • Limited discretion in making decisions involving individual trust accounts
  • Proactive & reactive contacts with assigned clientele base for routine requests as well as crisis resolutions and problem solving
  • Conduct outbound calls by using referral sources, walk-in sources, telephone or in-person calls
03/2007 08/2012
Philadelphia, PA
Retail Banker
Philadelphia, PA
Retail Banker
03/2007 08/2012
Philadelphia, PA
Retail Banker
03/2007 08/2012
  • Lending software
  • Performs other job related duties or special projects as assigned
  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques
  • Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners
  • Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas
  • Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments
  • Thorough knowledge of consumer lending practices and banking/lending laws
Education Education
Bachelor’s Degree
Bachelor’s Degree
Duke University
Bachelor’s Degree
Skills Skills
  • Develop and maintain a quality business development program to increase profitability and market share
  • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
  • Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
  • Experience in financial services and prior knowledge of financial services industry, products and solutions
  • Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
  • Provide good customer service by handling complaints, concerns and irate customers
  • Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
  • Knowledge of banking (credit and deposit) products and services
  • Proven results exceeding goals in a customer-centric, results-driven environment
  • Spanish Bilingual
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2 Retail Banker resume templates

1

Retail Personal Banker Associate Resume Examples & Samples

  • Operations Function
  • 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
2

Newport News Retail Banker Teller Resume Examples & Samples

  • Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments
  • Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas
  • Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary
  • Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate
  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques
  • Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs
  • Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners
  • Practices branch security procedures and protects customer confidentiality and privacy
  • Performs other job related duties or special projects as assigned
  • Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline)
  • Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality
  • Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
  • Outstanding listening and communications skills, both written and verbal
  • Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices
  • Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
  • Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude
  • Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail
  • Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer
  • Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports
  • 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service
  • Previous banking experience is preferred but not required
  • Cash handling experience preferred
3

Katy Bilingual Retail Banker Teller Resume Examples & Samples

  • Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary
  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques
  • Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners
  • Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality
4

Houston Bilingual Retail Banker Teller Resume Examples & Samples

  • Fluency in Spanish and English required
  • Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
  • Previous banking experience is preferred but not required
5

Bilingual Traditional Retail Banker Resume Examples & Samples

  • Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed
  • Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers, and participating in community events
  • Performs other job related duties or special projects as assigned
  • Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices
  • Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports
  • 1 year customer service or sales experience; or an equivalent amount of directly related college education or volunteer service
6

Bilingual Retail Banker / Teller Resume Examples & Samples

  • Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas
  • Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs
  • Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
  • Outstanding listening and communications skills, both written and verbal
  • 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service
7

Retail Banker / Teller Huntsville University Resume Examples & Samples

  • Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas
  • Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary
  • Performs other job related duties or special projects as assigned
  • Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality
  • Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
  • Outstanding listening and communications skills, both written and verbal
  • Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices
  • Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail
  • Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports
  • 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service
  • Previous banking experience is preferred but not required
8

Bilingual Retail Banker Resume Examples & Samples

  • Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments
  • Practices branch security procedures and protects customer confidentiality and privacy
  • Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude
  • Cash handling experience preferred
9

Retail Banker / Teller College Park Resume Examples & Samples

  • Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments
  • Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate
  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques
  • Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs
  • Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners
  • Practices branch security procedures and protects customer confidentiality and privacy
  • Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline)
  • Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
  • Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude
  • Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer
  • Cash handling experience preferred
10

Bilingual Traditional Retail Banker / Teller Resume Examples & Samples

  • Assists with opening, closing, and other branch servicing duties as requested such as cash balancing, reconcilements and POD adjustments; ordering cash and supplies; logs and reports; audits and records management
  • Demonstrated good attendance and punctuality
  • Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail
  • Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer
11

Retail Personal Banker Resume Examples & Samples

  • 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
12

Retail Banker Resume Examples & Samples

  • Proven results exceeding goals in a customer-centric, results-driven environment
  • Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
  • Spanish Bilingual
13

Retail Banker / Sales / Customer Service Resume Examples & Samples

  • Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; seeks assistance from more knowledgeable branch staff when necessary
  • Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers and host retail partners
  • Outstanding listening and communications skills, both written and verbal
  • Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices
  • Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail
  • 1-3 years customer service or sales experience; or an equivalent amount of directly related college education or volunteer service
14

Retail Mortgage Banker Resume Examples & Samples

  • Core Competencies
  • The Mortgage Banker Associate shall not provide administrative or sales support that is typically handled by a Mortgage Banker Assistant beyond incidental support as may occur in the normal course of business
  • Self starter
  • Driven
15

Retail Personal Banker Telegraph Sheridan Resume Examples & Samples

  • Verifying correct posting in accounts
  • Monitors client's daily cash positions for overdraft and exceptions to cash policy requirements
  • Execute procedures to open/close/transfer accounts; collect assets from brokers or outside institutions
  • Assembles & reviews all required materials for, and may attend, formal trust reviews with the AO
  • Interacts with appropriate departments to obtain needed information or requests that action be taken. Follow up to ensure processes are completed in a timely manner - i.e. Discretionary action requests, FORAY runs, etc
  • Participate in the preparation of client presentation materials. Read and interpret basic trust agreement/documents
16

Retail Banker Resume Examples & Samples

  • Practice loan management skills by handling a high volume consumer loan portfolio and manage deposit relationships
  • Develop and maintain a quality business development program to increase profitability and market share
  • Provide good customer service by handling complaints, concerns and irate customers
  • Participate in visible role in the community in civic and service organizations
  • Two-year college education
  • 2-4 years of related experience
  • Prior experience handling 5 million consumer loan portfolio and 3 years minimum experience in consumer lending
  • Thorough knowledge of credit policy is required for this position
  • Thorough knowledge of consumer lending practices and banking/lending laws
  • Understanding of bank policies and procedures
  • Time management skills
  • General working knowledge of PC operations
  • Word Processing
  • Lending software
  • Mainframe systems
  • Credit skills
  • Business development skills
  • Excellent interpersonal skills enabling superior customer service
17

Retail Banker / Customer Service Resume Examples & Samples

  • Performs opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines; and cleaning work areas
  • Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution as appropriate
  • Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, TellerPlus, Bancline)
  • Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
18

Retail Banker / Customer Service / Sales Resume Examples & Samples

  • Proactively seeks ways to develop and expand customer relationships through marketing displays, call programs, and other prospecting techniques
  • Achieves personal sales and referral goals by identifying, marketing, and cross-selling banking products and services beneficial to customer needs
  • Practices branch security procedures and protects customer confidentiality and privacy
  • Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
  • Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer
  • Read at a level sufficient to understand memoranda, instructions, forms, applications, financial statements and credit reports
  • Previous banking experience is preferred but not required
19

Retail Personal Banker Jefferson & Coplin Detroit Resume Examples & Samples

  • Obtain review/preliminary review of all required information to set up and maintain credit and loan closing files to include: RECAP approval, appraisals, environmental reports, reviews, surveys, title reports, UCC searches, good standing and existence certificates, contractor and construction information, equity injection, current financials and tax returns. Ensure all pertinent documents required from internal departments, outside vendors and borrowers and all other due diligence, along with verifying all documents requiring credit approvals, have been reviewed and approved
  • Verify SBA approval against bank loan approval; draft any amendments to SBA approval for credit officer review/approval
  • Evaluate collateral position of bank as search, title and other reports become available
20

Retail Personal Banker Sundance Square The Carnegie Resume Examples & Samples

  • Increase the Bank's profitability by cultivating existing and new business relationships
  • Manage {International_Country_Name} country and bank exposure; monitoring/tracking exposure, coordinating credit limit requirements with other bank departments, maintaining data bases, update senior and executive management as required
  • Accept special projects in support of the team and Bank
  • Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, {International_Country_Name} events, economics and other bank functions
21

Retail Personal Banker Katy Mason Resume Examples & Samples

  • Monitor and report on Comerica's liquidity position including various liquidity ratios, collateral availability, estimated capacity of existing and potential funding sources, liquidity projections, liquidity stress test scenarios, funding concentrations, commitment usage and levels, peer comparisons, etc
  • Oversee compliance with all liquidity risk policies, procedures and processes (such as Comerica's Liquidity Management Policy, Comerica's Contingency Funding Plan (CFP), and Liquidity Stress Testing)
  • Ensure compliance with liquidity regulations such as Dodd-Frank, Basel III LCR and NSFR, etc
  • Optimize Comerica's use of collateral given regulatory requirements
  • Stay abreast of regulatory, capital markets, and industry developments related to liquidity risk and modeling techniques
  • Maintain active dialogue with various areas in the bank to ensure accurate and consistent reporting, analysis, communication and projection of Comerica's liquidity position
  • Responsible for leading and/or present analysis and results
  • Distills complex issues into a clear, understandable language
  • Commands attention in small group settings
22

Retail Mortgage Banker Associate Resume Examples & Samples

  • Superior interpersonal communication skills
  • Accountable to highest ethical standards
  • Self starter, Ambitious, Driven
23

Retail Personal Banker Flex Resume Examples & Samples

  • Associate's Degree from an accredited college OR 60 college credits and 1 year of Customer Service experience OR High School Diploma/GED and 3 years of Customer Service experience
  • 1 year Retail Sales experience OR 1 year experience as a Personal or In-Store Banker
  • 1 year of personal computer, system data entry or Internet search experience
24

Retail Banker / Sales / Customer Services Resume Examples & Samples

  • Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments
  • Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality
  • Self motivated, goal oriented, team player with strong interpersonal skills and sales aptitude
  • Cash handling experience preferred
25

Retail Personal Banker Flex for DFW South Resume Examples & Samples

  • Associate's Degree from an accredited college OR 60 college credits and 2 year of Customer Service experience OR High School Diploma/GED and 4 years of Customer Service experience
  • 2 years as a personal banker or 2 years of financial services experience or 3 years of retail sales experience
  • 1 year personal computer, system data entry or Internet search experience
26

Anticipated Retail Mortgage Banker Associate Resume Examples & Samples

  • Will be assigned to work with a designated Mortgage Banker and get “hands on” expert Mortgage Banker Sales Support and Sales Leadership to ensure proper and successful ramp at Chase – credit, program, policy, technology, sales coaching, etc
  • The Mortgage Banker Associate will report to a Lending Manager, the designated MB will not be considered his/her manager and will not be responsible for providing work direction to the Mortgage Banker Associate
  • Sales background