Universal Banker resume examples

Choose and edit as your own

Get inspired by the best resume examples picked for your profession and create your!

Add pre-written phrases

Describe yourself as a professional just in 2 clicks! All the phrases you need are prepared by us

Save and Download your Resume

Save it in PDF format. Ready-to-sent to you employer!

This resume is created in 7 minutes.
Education
Bachelor of Business Administration: Marketing, 2016
Brandman University (Chapman University System)
Professional Experience
Relationship Banker, 12/2016 to Current
JPMorgan Chase & Co. Los Angeles, CA
    Executing wire transfers, stop payments and account transfers.  Creating strategies to develop and expand sales of services to existing client base.  Referring outside investments to Financial Advisor.  Identifying mortgage and home equity line of credit opportunities, and partnering with Mortgage Banker.  Managing bank collateral in an effort to stay in compliance at all times.  Creating a superior customer service experience and maintaining fiduciary responsibilities.  Upgrading eligible clients to Private Client program and building strong relationships.  
Executive Assistant, 03/2016 to 11/2016
Keller Williams Beverly Hills Beverly Hills, CA
  • Performed intermediate clerical office duties for top-producing Los Angeles Realtor®. Scheduling mentor\'s listing appointments, showings, and open houses.  Working alongside mentor\'s developer and contractor to help manage prestigious and highly detailed construction projects, including obtaining most cost-effective materials from suppliers to ensure projects stay under-budget. Managing the brand website (www.dreamlivingla.com).  
Sales Specialist, 03/2015 to 03/2016
Gucci America Beverly Hills, CA
  • Drove my business with thorough expertise in men's and women's shoes, leather goods, and ready-to-wear.  Built and maintained an extensive local and international high net worth client book via proprietary relationship management software.  Engaged in trunk shows to deliver the latest product to the high demand of my book.  Created the utmost luxurious shopping experience for every new and existing client.  
Sales Specialist, 08/2014 to 03/2015
Saks Fifth Avenue Beverly Hills, CA
  • Sold a wide variety of women's contemporary apparel, with additional emphasis on shoes, handbags, designer apparel, and cosmetics.  Promoted 'Live The Legacy', and delivered the ultimate customer experience.  Established relationships with various brand vendors in regards to product knowledge.
Fashion Consultant, 10/2012 to 03/2014
Nordstrom Sacramento, CA
  • Met and maintained an aggressive sales quota via various positions throughout the store, in addition to promoting the Fashion Rewards program.  Exemplified superior customer service through the 'Nordstrom Way'.  Expanded and diversified revenue streams through cross-selling in multiple departments. Performed hand-carries for clients living throughout the Northern California region.
Licenses

Series 6

Series 63

California Life Insurance

Affiliations

JPMorgan Chase PRIDE of California

NextGen

This resume is created in 7 minutes.
Professional Summary
Dynamic professional adept at directing complex projects and leading high performance teams to complete key financial initiatives. Innovative and detail-oriented, successful at improving operations, impacting business growth and enhancing profits.
Skills
  • Works well under pressure
  • Flexible
  • Accurate and detailed
  • Team building
  • Practices due diligence
  • Customer-oriented
Work History
Cashier / Receivable Clerk 01/2018 to Current
Bahamas Welding And Fire Nassau, New Providence
  • Contacted customers to collect outstanding payments via one-time or negotiated installment methods.
  • Prepared monthly receivable statements.
  • Reviewed time and attendance records to identify billable items.
  • Engaged customers warmly and provided immediate and dedicated assistance.
  • Handled cash, credit, debit cards and personal checks, providing correct change in payment transactions.
Cage Supervisor 01/2013 to 01/2017
Resorts Casino Bimini Bimini, Bahamas
  • Drove daily production activities with effective communication and leadership.
  • Implemented performance, quality and efficiency measures to achieve aggressive production goals.
  • Planned, directed, coordinated and assigned manpower to meet aggressive production schedules.
  • Determined suitable crewing requirements, scheduled employees and worked with management to meet changing production schedules.
Administrative Assistant 06/2011 to 06/2013
Ministry of Education Nassau, Bahamas
  • Ordered and distributed office supplies while adhering to a fixed office budget.
  • Answered and managed incoming and outgoing calls while recording accurate messages.
  • Helped distribute employee notices and mail around the office.
  • Managed office supplies, vendors, organization and upkeep.
Processing Assistant 06/2009 to 05/2011
Royal Bank of Canada Nassau, Bahamas
  • Trained and directed new hires during department orientations.
  • Handled various accounting transactions.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
Cage Cashier/Specialty Banker 10/2003 to 11/2008
Atlantis Casino Paradise Island, N.P.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Processed exchange and foreign currency.
  • Executed wire transfers, stop payments and account transfers.
  • Maintained friendly and professional customer interactions.
  • Sold cashier's checks, traveler's checks and money orders.
Education
High School Diploma 2001 Aquinas College - Nassau, Bahamas
Certifications
Certificate of Achievement in Leadership Development
Certificate or Anti Money Laundering/ Countering Financing of Terrorism
This resume is created in 7 minutes.
Summary
Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.
Skills
  • Exceptional customer service
  • MS Office proficient
  • Reliable
  • Excellent communication skills
  • Inventory management background
  • Practiced knowledge of bank security systems
  • Approachable
  • Energetic
  • Organized
  • Strong sense of banking ethics
  • Debt and credit management
  • Safe and vault operation
Experience
06/2017 to Current
Universal Banker FIrst State/ Simmons Bank Atoka, TN
Performed daily maintenance of the loan applicant database.
Educated customers on the variety of loan products and available credit options.
Assisted senior-level credit officers with complex loan applications.
02/2015 to Current
Head Teller/ Personal Banker FIrst State/ Simmons Bank Atoka, TN Delivered prompt, accurate and excellent customer service. Directed specific questions to appropriate branch personnel.  Opened new customer accounts, including checking, savings and lines of credit. Opened and redeemed CDs and IRAs. Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Trained employees on cash drawer operation. Balanced daily cash deposits and bank vault inventory. Established new customer accounts including checking, savings, lines of credit and loans. Audited tellers. 
02/2013 to 02/2015
Teller FIrst State/ Simmons Bank Atoka, TN Processed cash withdrawals. Answered incoming calls. Entered member transaction data into the online banking software. Delivered prompt, accurate and excellent customer service. Kept drawer balanced. 
01/2009 to 01/2012
Office Assistant First Citizens Financial Plus Dyersburg, TN Made copies, sent faxes, and handled all incoming and outgoing correspondence. Organized files, faxed reports and scanned documents. Answered incoming calls. Sent out thank you cards and birthday cards to bank members. Sent out letters to customers. 
Education and Training
Dyersburg State Community College Dyersburg, TN 2 years completed
2008
Brighton High School Brighton , TN
This resume is created in 7 minutes.
Professional Summary

Enthusiastic and highly-motivated college student eager to apply theoretical knowledge and practical experience gained from extensive academic background. Currently enrolled at the University of Houston Downtown majoring in Supply Chain Management & Logistics. I possess a strong work ethic, a team player with winning attitude and a passion for improving and developing processes to make a significant contribution to your company. Recognized for my superb customer service with six years of experience and leadership skills.

Skills

• Bilingual ( Spanish).

• Highly committed to building a relationship and a client base.

• Excellent professional communication skills, including written and oral. • Ability to multi-task and manage competing priorities.

• Negotiation and conflict resolution .

• Ability to adapt to unfamiliar processes and situations with minimal review/supervision.

• Flexibility to adapt to deadlines, changing schedules, priorities, and unpredictable events.

• Proficient in Microsoft office & Horizon data system.

Work History
05/2017 to Current
Universal Teller Allegiance Bank Houston, TX
  • Teller/Banker - Maintenance with customer's accounts.
  • Open new accounts.
  • Vault Teller Back up.
  • In charge of ATM balancing every week.
  • Teller Transactions.
  • Audit Reviewer.
09/2014 to 04/2017
CSR II Comerica Bank Houston, TX
  • In charge of ATM balancing daily and auditing monthly.
  • In charge of keeping count of cashier checks and negotiables ( Temporary. checks, debit and credit advices , loan interbank's ).
  • -Vault Teller.
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  • Order a supply of cash to meet daily needs.
  • In charge of ordering supplies.
  • Identify transaction mistakes when debits and credits do not balance ( corrections ).
02/2013 to 08/2014
Teller I Wells Fargo Houston, TX
  • Teller
  • Sales
Education
Associate of Arts: Business Administration And Management Lone Star College - Houston, TX
Expected in 2021
BBA: Supply Chain Management & Logistics
University of Houston - Downtown - Houston, TX
This resume is created in 7 minutes.
Professional Summary

A flexible, highly motivated, goal oriented leader; organized and able to prioritize tasks for maximum efficiency while building and maintaining cooperative relationships with peers, superiors and clients. Versed in working collaboratively to resolve problems. Fluent in German.

Skills
  • Excellent communication skills
  • Team leadership skills
  • Effective public speaker
  • Decisive
  • Honors Confidentiality
  • Well organized
  • Computer Proficient
  • Issue Resolution
Work History
Field Intelligence Member, 06/2011 to Current
Crossmark
  • Collect research data for major manufacturers.
  • Maintain excellent working relationships with managers, customers and personnel in the sites visited.
  • Experienced using Telxon and MC55 devices. Ability to work with scanning devices.
Preschool Paraprofessional, 09/2002 to 05/2006
Farmington Public School District
  • Assisted teachers with preschoolers in language development, encouraging academic learning, cooperative play, self-discovery.
  • Assisted with diagnosis of special needs in children leading to early interventions and development of Individualized Education Plans for school success.
  • Worked in multi-cultural environment on programs aimed at helping children develop cross-cultural understanding, acceptance and building friendships.
Misapplications Administrator, 01/1991 to 08/1995
Source One Mortgage Corporation Farmington Hills, Michigan
  • Investigated/corrected mortgage payments that were misapplied, in house and regional offices in U.S.
  • Improved teamwork with affiliated banks; expedited resolution of problematic issues for mortgage customers.
  • Successfully cleared hundreds of back-logged and unresolved issues towards positive resolution for all parties.
  • Shortened turn-around time on problematic mortgage issues from several weeks/months to an average of three days.
  • Implemented documentation program giving Customer Service representatives ability to update clients on the status of cases while awaiting resolution.
Office Manager, 01/1991 to 08/1991
Bemish & Longe P.C Plymouth, Michigan
  • Established/executed all administrative duties for start-up law firm, including accounts payable/receivable; bank deposits; customer relations.
Universal Banker, 01/1982 to 11/1990
Sparkasse Hohenlohekreis Künzelsau, Germany
  • Coded payments for all accounts; crediting/debiting personal and business customers' accounts in Transactions Department; balanced multiple accounts daily.
  • Roaming Vacation Representative for main bank/multiple branches, serving in various positions as needed.
Education
Dual Degrees BBA-Bachelor of Arts: Eastern Michigan University - Ypsilanti, MI
  • General Business/Language and International Trade - Double major, completing both degrees in four years. 
Volunteer Experience

Rosedale Gardens Presbyterian Church

Volunteer Village Organizer ( 6/2015-present) 

  • Envisioned, organized, initiated community exchange ministry to bring volunteers to the Detroit area.
  • Organized housing accommodations, showers, kitchen facilities for up to 20 volunteers at a time.
  • Developed training materials/handbook.
  • Worked with other community organizations and congregation to bring this ministry to fruition.

Disaster Assistance Team Member/Leader (2006-present) 

  • Plan/participate in annual week-long trips to areas in need of recovery assistance from natural disasters.
  • Integral part of planning team for group mission trips, including determining destination, necessary equipment, financing, accounting, meal planning, lodging, drivers, and other logistics.

Stephen Minister (6/2015- 5/2017)

  • Participated in fifty-hour skills training (listening, validating, non-judgmental support) to be a Stephen Minister.
  • Offered one-to-one emotional and non-directive support for individuals coping with life crises; enabling them to make independent responsible decisions.
This resume is created in 7 minutes.
Summary
Banking professional highly effective at branch, account and project management. Extensive knowledge of banking products and services, as well as business development and operations management. Highly effective management professional emphasizing innovation, and creativity in solving complex problems.
Skills
  • Organized
  • Detail-oriented
  • Quality assurance and control
  • Process improvement
  • Risk management
  • Finance background
Work History
Universal Banking Officer I / Financial Services Officer 08/2014 to Current
Bank of the West Overland Park, KS
  • Served as Officer in Charge and covers for branch manager in their absence.
  • Has a proven ability to establish, retain, deepen relationships with clients- as well  providing excellent customer service and achieving branch goals.
  • Reviewed and edited loan agreements to ensure accuracy.
  • Originated, reviewed, processed, closed and administered customer loan  proposals.
  • Assessed clients financial situations to develop strategic financial planning  solutions.
  • Registered and licensed Nationwide Mortgage Licensing System (NMLS).
  • Managed wide variety of customer service and administrative tasks to resolve  customer issues quickly and efficiently.
  • Developed prospects for new loans by conducting 20-25 cold calls weekly.
  • Educated customers on the variety of loan products and available credit options.​
  • Compiled database of loan applicants' credit histories, corporate financial  statements and other financial information.
  • Customer Service Manager/Operations Manager 02/2010 to 08/2014
    Bank of the West Shawnee, KS
  • Investigated and resolved customer inquiries and complaints in an empathetic manner.
  • Collaborated with the compliance department to eliminate procedural errors.
  • Established operational objectives and work plans and delegated assignments to  subordinate staff.
  • Trained staff on operating procedures and company services.
  • Relationship Banker 05/2005 to 09/2009
    Country Club Bank Kansas City, MO
    • Advised clients on mortgage, educational and personal loans.
    • Maintained strict confidentiality of bank records and client information.
    • Executed customer transactions, including deposits, withdrawals, money orders and checks.
    • Handled various accounting transactions.
    • Established new customer accounts including checking, savings, lines of credit and loans.
    Education
    Bachelor of Science: Business Administration Avila University - Kansas City, MO
    Accomplishments
    Received the "Circle of Excellence" award for top performances and recognition for top audit scores from 2011 to 2014.
    This resume is created in 7 minutes.
    Professional Summary
    Highly experienced, professional, and dedicated individual who is looking to play a big role providing leadership and support for a professional office environment.
    Skills
    • Supervisor experience
    • Team oriented
    • Leadership skills
    • Analytical skills
    • Strong interpersonal skills
    • Highly experienced MS Office
    • Time Management Skill
    • Ability to multi-task
    • Motivated self-starter
    • High level of accuracy
    Work History
    Universal Banker, 04/2016 to Current
    Citizens Bank Middletown, DE
    • Compile, analyze and present data to leadership team
    • Answers incoming calls in a courteous and professional manner - identifies self and company.
    • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
    • Executed customer transactions, including deposits, withdrawals, money orders and checks.
    • Meet and exceeded sales goals.
    • Handled various accounting transactions.
    Pharmacy Technician, 01/2010 to 12/2015
    Rite Aid Pharmacy Bear, DE
    • Use, protect, and disclose patient's protected health information (PHI) in accordance with Health Portability and Accountability Act (HIPAA) standards
    • Reviewed and verified customer information and insurance provider information.
    • Answered incoming phone calls and addressed questions from customers and healthcare providers.
    • Resolved non-routine issues like third party billing, computer system and customer service issues.
    • Collected co-payments or full payments from customers.
    • Ensure patient/customer satisfaction by providing excellent customer service during each encounter
    Education
    Bachelor of Science: Business Management, 2013
    Wilmington University - New Castle, DE
    MBA: Health Care Administration, 2019
    Wilmington University, Wilson Graduate Center - New Castle, DE
    High School Diploma: 2008
    Howard High School of Technology - Wilmington, Delaware
    Certified Nursing Assistant
    CPR Certified