Personal Banking Representative Resume Samples
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Personal Banking Representative Resume Samples
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ER
E Rau
Emilia
Rau
7767 Orval View
Detroit
MI
+1 (555) 643 5370
7767 Orval View
Detroit
MI
Phone
p
+1 (555) 643 5370
Experience
Experience
Boston, MA
Personal Banking Representative
Boston, MA
Hermiston LLC
Boston, MA
Personal Banking Representative
- Click to learn more about Rewards & Recognition, Learning & Development, and Employee Community Involvement
- Respond to client requests, when necessary make referrals to alternate channels to full customer requests
- Opportunity to be involved in CIBC events that help our communities
- Meets all sale goals and actively participates in all sales activities in the branch by engaging in a personal weekly sales activity plan
- Competitive salary and banking benefits
- Proactively promote PCF banking products
- Introduce customers to a unique way of banking by proactively approaching them in the store aisles
New York, NY
Personal Banking Representative, Oreland
New York, NY
Williamson, Stanton and Roob
New York, NY
Personal Banking Representative, Oreland
- Develops and deepens customer relationships by providing outstanding customer service following a focused cross-selling strategy
- Develops and maintains customer relationships by selling bank products and providing excellent customer service
- Meets all sales goals and actively participates in all sales activities in the branch by engaging in a personal weekly sales activity plan
- Expands and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently
- Meets all goals and actively participates in all sales activities in the branch
- Develops and maintains customer relationships by selling Bank products and providing excellent customer service
- Career growth, development and continuous learning opportunities
present
Houston, TX
Personal Banking Representative, Langhorne
Houston, TX
McGlynn, Steuber and Klocko
present
Houston, TX
Personal Banking Representative, Langhorne
present
- Takes personal ownership of providing quality customer service by handling telephone and in bank inquiries which exceed customer expectations
- Assists CBO and CSM in assuring that the physical security of the Branch is not compromised
- Actively sells Santander products and services
- Processes loan applications and closes loans according to guidelines
- Meets and exceeds personal/sales goals and actively participates in all Branch sales marketing activities
- Helps PBRs and CSRs with escalated service issues
- Guides and directs customers in selection of products
Education
Education
School Degree in Banking
School Degree in Banking
Chapman University
School Degree in Banking
Skills
Skills
- Strong interpersonal, communication (verbal and written) and listening skills
- Proficient written, verbal and interpersonal skills
- Good problem solving and decision making skills
- Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with our policies and procedures
- Developed influencing/negotiating skills sufficient to promote and/or sell banking products and services to customers and resolve customer differences concerning procedures and practices
- Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with our policies
- Excellent written, verbal and interpersonal skills
- Accountable to meet all sales & service targets
- Ability to stand for long periods of time and lift 20-50 pounds
- Experience working in an environment which is consistently undergoing change; Good problem solving and decision making skills
Read our complete resume writing guides
1
Personal Banking Representative Resume Examples & Samples
- Providing an excellent customer experience by responding to customer calls in a courteous, knowledgeable and professional manner
- Providing detailed factual information and advice to customers over the telephone relating to their banking. Established procedures, policies and principles provide guidance to the incumbent for resolving customer issues
- Listening to customers, asking questions as appropriate to discover needs while simultaneously using a keyboard information received by online systems (multi-tasking) Fulfilling customer expectations in a way that also complies with policies, practices and procedures
- Regularly updates own knowledge of new products, procedures and organizational changes, etc. to answer customer queries promptly
- Excellent customer service skills; minimum 2 years experience
- Proven Sales experience, minimum 1 year experience
- Strong interpersonal, communication (verbal and written) and listening skills
- Experience working in an environment which is consistently undergoing change
- Good problem solving and decision making skills
- Developed influencing/negotiating skills sufficient to promote and/or sell banking products and services to customers and resolve customer differences concerning procedures and practices
- Call center and/or financial industry experience is an asset
- Flexibility to work shifts, including weekends and holidays is a MUST
2
Personal Banking Representative 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
- Actively participate in community organizations and activities to project and sustain a favorable bank image in the community
- Register and obtain a unique identifier number from the Nationwide Mortgage Licensing System as a Mortgage Loan Originator
- 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
3
Personal Banking Representative 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. Interviews potential loan clients and follows through with application process. 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. Is fully capable in coordinating and the selection of loan documentation for complex loans with the appropriate support areas. Reviews documentation for completeness and follows through to eliminate documentation deficiencies. relating to loans and 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 loan and 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
- Sets up revolving credits, term loans, and various other commitments on the loan systems using a computer terminal to extract pertinent information
- 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 loans outstanding, balances, fees, profit performance, expenses, and calls made
4
Personal Banking Representative Resume Examples & Samples
- You will initially be working 37.5 hours per week and you will move to a part-time schedule working a minimum of 22.5 hours per week
- The eleven (11) week training program will consist of seven (7) weeks of daytime training (typically Monday to Friday, from 8:30am to 5:00pm) followed by four (4) weeks of evenings and weekends
- You must be 100% flexible to work between the hours of 7am - 1am, 7 days a week
- Location: 440 King Street
5
Personal Banking Representative Resume Examples & Samples
- Independently conduct sales activities in the stories. Participate in sales blitzes and other events
- Provide an exceptional experience for clients
- Conduct business in a pleasant, courteous and professional manner
- Demonstrate the behaviors and activities as outlined in the service standards
- Greet clients in the store, identify client’s immediate needs and directing them to colleagues as appropriate
- Open and service clients’ accounts and products
- Respond to client requests, when necessary make referrals to alternate channels to full customer requests
- Discuss client goals and leverage tools available
- Clearly and concisely communicate PCF offers to clients
- Participating in regularly scheduled Sales Force meetings
- Dedicating time to personal learning and development as guided by the Individual Development Plan and regulatory learning requirements
- Participating in a one-on-one coaching session with your manager to review overall performance
- Contributing to effective team building through out the Area or Region. Maintaining effective working relationships with team members and CIBC/PCF colleagues and partners.(ie. Store Staff)
6
Personal Banking Representative 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 $10K (secured) and $5K (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
- 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
- Proficient written, verbal and interpersonal skills
- Completion of Lending training course beneficial and required within 6 months of holding position
- Underwriting experience beneficial
7
Personal Banking Representative Resume Examples & Samples
- Education: HS Graduate or Equivalent
- 1+ experience selling products and 1+ customer service experience
- Ability to generate new business by outbound calling, customer referrals and community involvement
- Credible, trustworthy, and professional image
- Ability to derive innovative solutions
8
Personal Banking Representative Resume Examples & Samples
- HS graduate or equivalent experience
- Credible, trustworthy, professional image
- Strong analytical and problem solving skills. Ability to derive innovative solutions
9
Personal Banking Representative Resume Examples & Samples
- All job duties are performed in compliance with applicable laws and regulations
- Proactive sales capacity will be split between consumer (75%) and Small Business (25%) activity
- Business specialists will serve as the primary branch resource for inbound Small Business sales opportunities, new product account openings and referrals
- Bachelors/High School Graduate or Equivalent
- Ability to derive innovative solution
10
Personal Banking Representative, Oreland Resume Examples & Samples
- Develops and deepens customer relationships by providing outstanding customer service following a focused cross-selling strategy
- Meets all sales goals and actively participates in all sales activities in the branch by engaging in a personal weekly sales activity plan
- A minimum of 1 year experience selling products and/or services in an incentive based environment
- Skilled in uncovering customer needs and providing relevant customer solutions in proactive and reactive scenarios
- Strategic planning skills and ability to build successful sales plans
11
Personal Banking Representative Resume Examples & Samples
- Assists CBO and CSM in assuring that the physical security of the Branch is not compromised
- Takes personal ownership of providing quality customer service by handling telephone and in bank inquiries which exceed customer expectations
- Actively sells Santander products and services
- Determines the financial needs of each customer, matches this to the appropriate Santander product or service and delivers the product or service in a manner which satisfies the customer
- Processes loan applications and closes loans according to guidelines
- Internal: Twelve months experience as a PBR
- External: Eighteen months experience as a new account representative
12
Retail Banking Personal Banking Representative Resume Examples & Samples
- Acquires and retains customer relationships by providing relevant solutions to meet customer needs
- Proactive sales capacity will be split between consumer (75%) and Small Business (25%) activity
- Develops and deepens customer relationships by providing outstanding customer service following a focused cross-selling strategy Business specialists will serve as the primary branch resource for inbound Small Business sales opportunities, new product account openings and referrals
- Develops and maintains customer relationships by selling Bank products and providing excellent customer service
- Expands and retains customer relationships, actively cross sells and resolves customer problems quickly and efficiently
- Meets all sales goals and actively participates in all sales activities in the branch by engaging in a personal weekly sales activity plan
- A minimum of 1 year experience selling products and/or services in an incentive based environment
- A minimum of 1 year of customer service experience
- At Least 1 Years Specialized Knowledge
- Ability to generate new consumer and small business relationships by outbound calling, customer referrals and community involvement
- Exceptional customer service skills, client first approach
13
Personal Banking Representative Resume Examples & Samples
- Ability to derive innovative solutions,
- Ability to generate new consumer and small business relationships by outbound calling, customer referrals and community involvement,
- Credible, trustworthy, professional image,
- Skilled in optimizing sales opportunities to existing and walk-in customers,
- Skilled in uncovering customer needs and providing relevant customer solutions in proactive and reactive scenarios,
- Strategic planning skills and ability to build successful sales plans,
14
Personal Banking Representative, Clementon Resume Examples & Samples
- Develops and maintains customer relationships by selling Bank products and providing excellent customer service
- Meets all goals and actively participates in all sales activities in the branch
- Acquires and retains customer relationships by providing relevant solutions to meet customer needs
15
Personal Banking Representative, Langhorne Resume Examples & Samples
- Helps PBRs and CSRs with escalated service issues
- Meets and exceeds personal/sales goals and actively participates in all Branch sales marketing activities
- Opens new accounts with no errors
- Guides and directs customers in selection of products
- Eighteen months experience as a new account representative
- Demonstrates an in-depth knowledge of all consumer products and services
