Telephone Banker Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the telephone 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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NB
N Beatty
Nikolas
Beatty
16087 Abbie Creek
Dallas
TX
+1 (555) 954 2004
16087 Abbie Creek
Dallas
TX
Phone
p +1 (555) 954 2004
Experience Experience
08/2016 present
Houston, TX
Telephone Banker Customer Service
Houston, TX
Telephone Banker Customer Service
08/2016 present
Houston, TX
Telephone Banker Customer Service
08/2016 present
  • More senior bankers may be responsible for corresponding with customers in writing at the same time handling calls from customers
  • Strong team player with a positive, encouraging attitude to promote a strong team environment
  • Focuses on individual and department goals which include number of calls answered, cross sells, call monitoring, etc. This includes referrals of revenue producing products to other departments such as Commercial Banking, Treasury Management, Investments and Banking Centers. Telephone Bankers are responsible for attaining established monthly, quarterly, and yearly performance measurements determined by Telephone Banking Center Manager
  • More senior bankers may be responsible to assist other team members with complex inquiries; takes escalated calls and assist fellow bankers through the use of instant messaging
  • Flexible Spending Accounts
  • Services loan products, checking, savings, certificates of deposit, IRAs and all other retail banking services. Identifies opportunities to cross sell complimentary products in accordance with Telephone Banking (TB) policy and procedures; documents the cross sale per procedures
  • Asks probing questions of customers or internal resources to obtain information pertinent to the inquiry, researches records and follows up on details to resolve customer issue to the customer’s satisfaction and within department timeframes
05/2010 03/2016
Boston, MA
SC Telephone Banker
Boston, MA
SC Telephone Banker
05/2010 03/2016
Boston, MA
SC Telephone Banker
05/2010 03/2016
  • Have an in-depth knowledge of ancillary and deposit products, a working knowledge of loan products and awareness of services offered by FCB specialists
  • Ensure all requests and complaints are addressed in a timely manner and the client is kept informed of progress and final resolution. Identify root causes of recurring issues
  • Make qualified referrals based on proactive opportunity spotting that generate closed sales and referrals
  • Process transactions accurately and efficiently, assess risks and is aware of potential fraud and other regulatory and compliance expectations. When potential losses do occur, is resourceful in the research and resolution
  • Take ownership of transactions and make decisions within approval guidelines. All decisions outside of approval guidelines are referred to a more senior associate
  • Look for opportunities to improve the overall sales and service delivery of the contact center
  • Conduct self evaluations of activities to identify areas for development and seek training opportunities
12/2004 12/2009
New York, NY
Telephone Banker
New York, NY
Telephone Banker
12/2004 12/2009
New York, NY
Telephone Banker
12/2004 12/2009
  • Meets goals and objectives set by the Telephone Banking Centers Critical Success Factors and Incentive program
  • May be responsible for specialized services such as Internet Banking enrollments and Web submissions
  • Services bank products such as checking, savings and certificates of deposit accounts, IRAs, loan products, and all other auxiliary banking services. Identifies opportunities to cross sell complimentary products in accordance with Telephone Banking (TB) policy and procedures; documents the cross sale per procedures
  • “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
  • Other duties may be assigned
  • Resolves customer problems, obtains information, researches records and follows up on details to resolve business at hand to the customer’s satisfaction
  • Continuously supports the Bank’s Mission Statement and Core Values
Education Education
Associate’s Degree
Associate’s Degree
Kaplan University
Associate’s Degree
Skills Skills
  • Thorough knowledge of software applications applicable to position/business unit
  • Good multi-tasking skills and be able to function under pressure
  • Basic knowledge user of Windows applications and Microsoft Office programs such as Outlook, Word, Excel and PowerPoint
  • Approach problems logically and with good judgment to ensure the appropriate customer outcome
  • Ability to converse and exchange information with all levels of staff within organization
  • Excellent negotiation skills to deal effectively with individuals and groups within and outside the organization
  • Make appropriate decisions on behalf of the customer quickly and effectively
  • Provides timely and professional support to all internal/external customers and vendors
  • Critical thinker and ability to exercise independent judgment
  • Accuracy and attention to detail
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1 Telephone Banker resume templates

1

Specialist Telephone Banker Resume Examples & Samples

  • Effective verbal and written communication with both external and internal customers
  • Approach problems logically and with good judgment to ensure the appropriate customer outcome
  • Effectively prioritize work to ensure efficiency
  • Critical thinker and ability to exercise independent judgment
  • Accuracy and attention to detail
  • Required to abide by all applicable regulatory and department practices and procedures
  • Familiarity with multiple browsers, multiple tabs, window navigation and instant messenger tools
  • Minimum of one year of customer interaction or customer support experience strongly preferred, either by phone or face to face
  • High School Diploma or equivalent required
2

Telephone Banker Customer Service Resume Examples & Samples

  • Excellent oral and written communication skills, with a clear, distinct voice
  • Self-starter with proven ability to work independently
  • Ability to professionaly handle irate customers
  • Ability to use a headset and to sit for long periods of time
  • Previous retail banking and/or call center experience a plus
3

Telephone Banker Resume Examples & Samples

  • Minimum 1 year customer service and sales experience (i.e. retail, cashiering, sales)
  • Extreamly comfortable working with computers and a variety of applications
  • Excellent oral and written communication skills, with a clear, distinct voice
  • Self-starter with proven ability to work independently
  • Strong listening and problem solving skills
  • Ability to quickly resolve customer problems utilizing various computer screens and written manuals
  • Ability to professionaly handle irate customers
  • Flexibleand adaptableabout work schedules, whichwill include weekends
  • Ability to use a headset and to sit for long periods of time
  • Previous retail banking and/or call center experience a plus
4

Telephone Banker Resume Examples & Samples

  • Engage in interactive dialogue with customers through active listening
  • Problem Solving Skills
  • Make appropriate decisions on behalf of the customer quickly and effectively
  • Conduct research as needed
  • Must be willing to work in an environment that requires 100% phone-based customer interaction
  • Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment strongly preferred
5

SC Telephone Banker Resume Examples & Samples

  • Ensure a warm, caring and friendly client experience is provided in every interaction by incorporating Through the Eyes of the Customer behaviors and Customers First standards in all interactions
  • Have an in-depth knowledge of ancillary and deposit products, a working knowledge of loan products and awareness of services offered by FCB specialists
  • Ensure all requests and complaints are addressed in a timely manner and the client is kept informed of progress and final resolution. Identify root causes of recurring issues
  • Make qualified referrals based on proactive opportunity spotting that generate closed sales and referrals
  • Process transactions accurately and efficiently, assess risks and is aware of potential fraud and other regulatory and compliance expectations. When potential losses do occur, is resourceful in the research and resolution
  • Take ownership of transactions and make decisions within approval guidelines. All decisions outside of approval guidelines are referred to a more senior associate
  • Accurately complete documentation for all accounts minimizing errors to reduce client impact
  • Operate within Bank Policies and Procedures and regulatory guidelines, ensure custody requirements, customer information security and other risks are mitigated. Adhere to all delegated authorities, limits and regulations; i.e. compliance, service charge refunds, waived fees, check negotiation and rate deviations
  • Actively participate in “1 on 1” meetings by being prepared, sharing successes and challenges and asking for coaching and observation opportunities
  • Acts on coaching opportunities offered by supervisor
  • Use available tools and resources to enhance routines and performance
  • Stay up to date on changes and initiatives through the use of FCB Weekly and Connect. Incorporate changes and initiatives into daily routines
  • Conduct self evaluations of activities to identify areas for development and seek training opportunities
  • Look for opportunities to improve the overall sales and service delivery of the contact center
  • Management reserves the right to adjust schedule as needed
6

Telephone Banker Resume Examples & Samples

  • Services loan products, checking, savings, certificates of deposit, IRAs and all other retail banking services. Identifies opportunities to cross sell complimentary products in accordance with Telephone Banking (TB) policy and procedures; documents the cross sale per procedures
  • Proactively interviews customers to ensure exact understanding of the customer need or what they are requesting to ensure proper response
  • Asks probing questions of customers or internal resources to obtain information pertinent to the inquiry, researches records and follows up on details to resolve customer issue to the customer’s satisfaction and within department timeframes
  • Focuses on individual and department goals which include number of calls answered, cross sells, call monitoring, etc. This includes referrals of revenue producing products to other departments such as Commercial Banking, Treasury Management, Investments and Banking Centers. Telephone Bankers are responsible for attaining established monthly, quarterly, and yearly performance measurements determined by Telephone Banking Center Manager
  • Strong team player with a positive, encouraging attitude to promote a strong team environment
  • Meets goals and objectives set by the Telephone Banking Centers Critical Success Factors and Incentive program
  • Complies with all applicable federal and state laws and regulations
  • 20150219
7

CSR / Telephone Banker Resume Examples & Samples

  • Take inbound calls from bank customers, listen and understand their needs (deposits, financial transactions, adjustments, and online banking), and help to identify a solution while gathering information, researching/resolving inquiries and documenting resolutions
  • Inform customers about available services and assess customer needs
  • Assists in planning and implementing department goals and makes recommendations to management to improve efficiency and effectiveness
8

Bilingual Customer Service / Telephone Banker Resume Examples & Samples

  • Starting Pay is 12.50/hr for Bilingual
  • Open to schedule: Monday-Friday 2:30p-11:00p & Saturday 10:00a-7:00p (Sunday and one other day off)
  • Training Schedule: Monday-Friday 12:00p-9:00p
  • Avg pay after 4 months (learning additional skill sets and raises) is between 14.00hr – 15.00/hr
9

Telephone Banker Resume Examples & Samples

  • Services bank products such as checking, savings and certificates of deposit accounts, IRAs, loan products, and all other auxiliary banking services. Identifies opportunities to cross sell complimentary products in accordance with Telephone Banking (TB) policy and procedures; documents the cross sale per procedures
  • Resolves customer problems, obtains information, researches records and follows up on details to resolve business at hand to the customer’s satisfaction
  • May be responsible for specialized services such as Internet Banking enrollments and Web submissions
  • More senior bankers may be responsible for corresponding with customers in writing at the same time handling calls from customers
  • More senior bankers may be responsible to assist other team members with complex inquiries; takes escalated calls and assist fellow bankers through the use of instant messaging
  • Levels I: This position has no direct or indirect supervisory responsibilities
  • Level II and III: This position has no direct supervisory responsibilities but may be asked to lead the work of others including, but not limited to, guiding and training newer/less experienced team members
  • TB I: one year related Call Center or Banking experience and/or training
  • TB II: two years related Call Center or Banking experience and/or training
  • TBIII: three years related Call Center or Banking experience and/or training
  • Branch Transactions Management - Knowledge of teller transactions, cash organization, asset protection, and all other banking products and services to respond to all customer inquiries. Knowledge of branch operational procedures, policies and norms
  • Customer Service - Highly professional demeanor with excellent telephone skills and etiquette. Utilizes various interpersonal styles and communication methods to positively assist and influence customers. Identify and assess customers’ needs to achieve satisfaction. Provide accurate, valid and complete information by using the right methods/tools
  • Sales – proven selling and negotiating skills with effective sales ability and persuasiveness and marketing techniques. Demonstrates knowledge in the following skills: client interviewing, sales, cross selling, consultative sales, proposals preparation, and presentation
  • Basic knowledge user of Windows applications and Microsoft Office programs such as Outlook, Word, Excel and PowerPoint
  • Ability to converse and exchange information with all levels of staff within organization
  • Writes clearly and informatively. Edits work for spelling and grammar
  • Excellent negotiation skills to deal effectively with individuals and groups within and outside the organization
  • Provides timely and professional support to all internal/external customers and vendors
  • Good multi-tasking skills and be able to function under pressure
  • The employee is frequently required to sit
  • 20170425
10

Telephone Banker / csr Resume Examples & Samples

  • Starting Pay is 12.50/hr for Bilingual 11.50/hr for English
  • Training Schedule: Monday-Friday 12:00p-9:00p
  • Avg pay after 4 months (learning additional skill sets and raises) is between 14.00hr – 15.00/hr