Personal banker’s primary task involves managing customer’s bank account and finance, also advising clients on financial services and reaching out to customers to sell out their services. They have to maintain a long term relationship with clients. A personal banker job duties involve helping customers in various bank services to meet their needs, managing customer bank account, referring clients to in-house financial experts, reaching out potential customers to generate business, performing administrative duties, preparing documentation to open and close account, obtaining signatures of client and assigning account numbers, processing applications for credit cards, loans, and safe deposits, verifying bank account details, discussing bank policies and procedures with clients, resolving client queries, and provide individualized services to clients. The personal banker must hold a bachelor’s degree in finance or a similar field and should have proven experience in a similar field. They must possess time-management, communication and negotiation skill. They should behave friendly towards clients solving their problems and must be able to work diligently to meet the target.
Personal Banker Resume
Name: Carl Swanson
Address: 17956 T Street, Omaha, NE
Phone: 403 – 335-7441
Email: [email protected]
Current Job: Personal Banker, Dundee Bank, Underwood Ave, Omaha, NE
Objective:
Highly reliable and focused personal banker with an exceptional client service record and great depth of loan and credit knowledge. I have extensive experience in banking and retail customer service provision. Proficient in a variety of cash handling processes and have skills assisting loans to clients. Ability to explain complex financial management concepts to professionals and non-professional audiences.
Skills:
- Outstanding oral and communication skill
- Highly organized and goal-oriented
- Able to handle a variety of customer situations easily
- Can deal with public enthusiastically and professionally
- Basic knowledge about retail product and services, applicable bank and branch policies
- Ability to build a strong relationship with customers
Work Experience
Personal Banker, Dundee Bank, Underwood Ave, Omaha, NE ( 2016 – present )
Duties and Responsibilities:
- Identified prospective clients to sell new products
- Conducted meeting with clients to develop an understanding of their financial goals and needs
- Visualized, planned and implemented sales strategies with the bank business development plan
- Worked in a various segment like a commercial, small business, home lending, and insurance to acquire quality referrals
Personal Banker, Midland Central Bank, Omaha, NE (2014 – 2016 )
Duties and Responsibilities:
- Performed financial analysis to determine apt loan and credit option
- Responded to customer queries after performing appropriate research
- Maintained strict confidentiality for all clients information
- Updated high-profile and portfolios for important clients
Personal Banker, March Bros. National Bank (2012 – 2014 )
Duties and Responsibilities:
- Assisted to all new account openers and business depositors
- Furnished program and product information to all new clients
- Updated office process reports on a daily basis
- Upheld bank security policies and procedures for conducting business
- Promoted sales campaigns to enhance clients base
Education:
Bachelor Degree in Business Economics–University of Nebraska, Omaha, NE
High School: Central High School, Omaha, NE
Reference:
Jacob Upton, Personal Banker, Midland Central Bank, Omaha, NE
Personal Information:
- Civil Status: Married
- Date of Birth: 21/6/1998
- Hobbies: Playing tennis, painting
