11 December 2018
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Personal Banker resume template 3

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 has a knack for connecting with people in a way that will really make their day. She is always ready to help clients, regardless of the situation, and believes that it is only by developing meaningful relationships with each customer, that will you be able to resolve issues and educate them. As a seasoned professional you can rely on her to sell products and services which will make a profit for the bank. Her key strengths include, but are not limited to firstly building relationships with customers based on trust, and secondly coordinating bank resources to assist clients in achieving financial goals. On a personal level she works hard to continually develop her existing skill sets so that she can fully unveil her potential. Right now, she would like to join a company where she will get the support and tools you need to meet her goals and build a meaningful career. 
 

CAREER HISTORY

PERSONAL BANKER - Start Date - Present
Employers name - Location 
Responsible for creating and managing a banking sales plan that achieves set goals through a productive interaction with clients. 

Duties;

  • Informing customers of banking products and services that meet their needs.
  • Hitting challenging targets of my own and also contributing to the performance of the whole team. 
  • Develop a positive customer experience at every opportunity.
  • Assisting customers with routine account-related requests such as funds transfers, wire transfers, bill payments and mobile banking.  
  • Cross selling accounts and services as appropriate.
  • Inviting clients and prospects to bank events.
  • Accurately processing all financial service transactions.
  • Overseeing the financial activities of personal account holders.
  • Helping clients with their financial questions and needs.
  • Performing teller duties as needed. 
  • Helping clients to achieve their Financial Goals.
  • Acting as the customer liaison between other bank departments.
  • Assisting customers in redeeming their savings bonds.


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

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


KEY SKILLS AND COMPETENCIES

Professional 

  • Have a talent for talking to people, understanding what they need, identifying ways to help them and providing a great service. 
  • Highly organised and able to manage time effectively. 
  • Can balance the demands of paperwork with meeting and talking to customers. 
  • Finding ways to offer the customer even more.
  • Have the motivation needed to achieve performance and sales targets. 
  • Can quickly digest financial information.
  • Familiar with banking regulations and the responsibilities relating to this role.


Personal

  • An amazing eye for detail and are highly organized.
  • Never discriminating against people because of their race, colour, religion or age. 
  • Willing to stand up to any injustices that I see. 


AREAS OF EXPERTISE

Client retention
Cash handling
Time management
Problem solving


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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