Personal Banking Representative Resume Sample
Work Experience
- Be knowledgeable in assisting customers with selling savings bonds, traveler’s checks, cashier checks, and cash advances
- Drive branch deposit growth through active participation in all product marketing campaigns, sales development activities, and referral programs
- This is a Float position in the Metro New Jersey area, based out of Middlesex, NJ
- This is a float position in the Boston Downtown area, based in the Beacon Street branch
- This is a float position for the East Bay area, based out of Fall River, RI
- Experience
- Meets and exceeds personal sales goals and actively participates in all Branch sales marketing activities
- Twelve months experience as a PBR
- Demonstrates an in-depth knowledge of all consumer and small business products and services
- Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
- Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
- Prosper: Share in our collective success with a competitive salary, banking benefits, health benefits program, and employee share purchase plan
- Gather information from the customer through conversation and prepare electronic applications for accounts/products
- To provide an exceptional experience for new and existing clients by identifying their needs through the utilization of President’s Choice Financial tools
- Responsible for prospecting in the grocery store aisles for new clients
- Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with our policies
- Provide an exceptional experience for new and existing clients by identifying their needs through the utilization of President’s Choice Financial tools
- Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with our policies and procedures
- CIFC or CSC required prior to or within 6 months of start date
- Superior communication (verbal and written), listening skills and interpersonal skills with a professional telephone manner
- Experience working in an environment which is constantly changing
- Developed problem solving skills sufficient to systematically identify, analyze and generate alternatives to address/ resolve client issues/ problems
Education
Professional Skills
- Effective selling and cross-selling skills. 6. Ability to stand for long periods of time and lift 20-50 pounds
- Call centre and/or financial industry experience is an asset
- Balance teller drawer according to teller performance standards
- Greet clients in the store, identify client’s immediate needs and directing them to colleagues as appropriate
- Developed influencing/negotiating skills sufficient to promote and/or sell banking products and services to customers and resolve customer differences concerning procedures and practice
- Developed influencing/negotiating skills sufficient to promote and/or sell banking products and services to clients and resolve client differences concerning procedures and practice
- Completion of at least 12 months of continuous service within your current position; and
How to write Personal Banking Representative Resume
Personal Banking Representative role is responsible for resolve, travel, compensation, security, credit, retail, customer, banking, chinese, marketing.
To write great resume for personal banking representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Personal Banking Representative Resume
The section contact information is important in your personal banking representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Personal Banking Representative Resume
The section work experience is an essential part of your personal banking representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous personal banking representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular personal banking representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Education on a Personal Banking Representative Resume
Make sure to make education a priority on your personal banking representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your personal banking representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Personal Banking Representative Resume
When listing skills on your personal banking representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical personal banking representative skills:
- Open and service clients’ accounts and products