12 December 2018
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Personal Banker resume template 1

Maxine Curry
Dayjob.com
The Big Peg
120 Vyse Street
Birmingham B18 6NF
England
T: 0044 121 638 0026
E: info@dayjob.com


PERSONAL SUMMARY

Maxine breaks the mould of what it means to be a Personal Banker. She behaves professionally at all times, conducts business ethically, avoids conflicts of interest and will always act in the best interests of the bank and its clients. You can rely on her to build meaningful relationships with every customer that she meets. In her current role she has consistently achieved sales goals through careful interaction with clients, prospects, internal partners, and other external contacts. What really sets her apart from others is her ability to acquire new consumer through events, conferences and marketing activities. Right now, she would like to join a company where she will be richly rewarded with an excellent salary, bonus potential, a great benefits package and the career path to match her motivation. 


CAREER HISTORY

PERSONAL BANKER - Start Date - Present
Employers name - Location 
Responsible for serving as a front-line customer service representative and for creating a welcoming environment for the banks customers. 

Duties;

  • Recommending to customers financial solutions based on their unique goals and needs.
  • Greeting people at the welcome desk, serving them at the counter and also sitting down with them privately to discuss their needs.
  • Educating customers on the various ways they can bank with us.  
  • Managing relationships in a way that maximizes client retention.
  • Delivering a distinctive client service with each interaction. 
  • Carrying out outbound sales activities such as attending community events, and meeting with local businesses, in order to establish visibility in the community.
  • Ensuring all actions comply with strict banking operational, security and audit procedures and policies.
  • Acting as the financial liaison to every customer entering the branch.
  • Explaining investment options in a clear manner to customers. 
  • Responding to customer inquiries by telephone and in person.
  • Opening, setting timers, and then closing the safe deposit vault utilizing dual control. 


JOB TITLE - Start Date - End Date
Employers name - Location

JOB TITLE - Start Date - End Date
Employers name - Location


KEY SKILLS AND COMPETENCIES

Professional 

  • Enjoy the challenges and rewards involved in dealing with dozens of different customers with hundreds of different queries. 
  • Ability to engage with and influence others.
  • Customer-oriented approach to handling problems.
  • Excellent communication skills and ability to work in a team environment.
  • Having a smart and professional appearance at all times.
  • Able to deal with a wide variety of complex financial transaction.
  • Performing as a team leader in allocating and coordinating the work flow.


Personal

  • Passionate about helping customers and the communities where I work. 
  • Enjoy building great relationships with customers and colleagues.
  • Self-motivated, confident and ability to multitask effectively.


AREAS OF EXPERTISE

Consumer loans
Opening accounts
Processing transactions 
Resolving problems
Lead generation


ACADEMIC QUALIFICATIONS 

University name  -  Degree details             Study Dates
College name      -  Qualifications                Study Dates
School name       -  Subjects / Grades          Study Dates


REFERENCES 

Available on request.
 


 

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