Retail Banker Resume Sample

4.9
11 votes
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Kevon Kub
2917 Brandi Shoals,  Chicago, IL
+1 (555) 269 0760

Work Experience


Anticipated Retail Mortgage Banker Associate
04/2018 - PRESENT
San Francisco, CA
  • Actively engages and participates in High Performance Checking initiatives. Uses Tell-A-Friend coupons to solicit new accounts
  • Travel to multiple locations, as often as five days per week, on an as needed basis (up to 100 miles one way)
  • Originate and renew loans, up to the limits specified by loan policy and department’s guidelines, through an initial interview and/or analysis of borrower’s request, review of business and personal history and existing banking relationships
  • Perform thorough review and analysis of applicant/borrower’s financial condition following established guidelines using analysis of cash flow as a primary indicator of repayment ability; analysis to also include evaluation of the loan structure to include pricing, repayment terms and collateral adequacy
  • Prepare a written loan evaluation on loans exceeding the authorized lending limit and presents the evaluation to the lending supervisor. Renegotiate any change with the borrower
  • Oversee the preparation of documents for funds disbursement, booking of the note, filing, collateral file development, safekeeping, and credit file development and maintenance
  • Administer the loan to include overdraft monitoring, field audits and inspections, financial statement analysis, review and monitoring compliance to the loan agreements. Perform periodic review of loan documentation and collateral evaluation
  • Contact and/or work with collectors to resolve past dues and delinquencies. Comply with the initiation of watch-listed credit that represents deterioration from the original repayment terms
  • Initiate current and potential customer contacts and participates in community organization as a representative of the bank in order to enhance the bank’s image
Retail Banker
10/2011 - 10/2017
Boston, MA
  • Seeking candidates bilingual in Spanish
  • Ensure department functions are completed in an accurate and timely manner
  • Meet or exceed individual goals for sales and referrals. Provide remarkable customer service through all customer interactions, opening new accounts, problem resolution, telephone answering, safe deposit access, etc
  • Provide remarkable customer service through all customer interactions, problem resolution, answering telephones, safe deposit access, etc
  • Responsible for developing an in-depth knowledge of retail and business products and services; sell loans and deposit products to consumer and small business customers and prospects
  • Actively participate in sales meetings and offer creative ideas
  • Use all sales tools, including profiling customers' needs through the use of various technologies and sales tools to ensure a consistent and valued customer experience
  • Provide transactional customer service, including but not limited to the following: Accept and process deposits, withdrawals and payments and handle other over the counter and mail transactions, as needed
Retail Personal Banker Katy Mason
10/2004 - 05/2011
New York, NY
  • Meet or exceed individual goals for sales and referrals. Provide remarkable customer service through all customer interactions, opening new accounts, problem resolution, answering telephone, safe deposit access, etc
  • Use all sales tools, including profiling customers' needs using various technologies and sales tools to ensure a consistent and valued customer experience
  • Act as the primary contact for the entire Banking Center staff in the absence of the Retail Banking Center Manager including but not limited to day to day operations, problem resolution and customer service
  • Assist Retail Banking Center Manager with coordinating sales strategies and sales meetings
  • Utilizing retail and business products and services knowledge; sell loans and deposit products to consumer and small business customers and prospects
  • Generate, maintain and service relationships with consumer and small business customers and prospects
  • Coach and model behaviors concerning sales and service non-negotiables. Use all sales tools, including profiling customers' needs through the use of various technologies and sales coaching tools to ensure a consistent and valued customer experience
  • Meet or exceed individual sales and referral goals. Develop, maintain and grow individual client base and portfolio
  • Assist in the generation and maintenance of service relationships with consumer and small business customers and prospects

Education


Herzing University - Birmingham Campus
1999 - 2004
School's Degree in Business

Professional Skills


  • Retail Sales experience, OR 1 year Lending Assistant experience, OR 1 year experience as a Personal or In-Store Banker
  • Experience in Retail or Financial sales OR 1 year experience in Consumer/Business sales development experience
  • Computer operation/use including strong working knowledge and demonstrated use of MS Excel, MS Word, and PowerPoint software, and the Internet
  • Intermediate computer skills (familiar with MS Office products or similar software)
  • Retail or Financial sales experience OR 1 year of Consumer/Business sales development experience
  • Demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand
  • Experience utilizing Microsoft Office Products including Word, Excel, and Power Point

How to write Retail Banker Resume

Retail Banker role is responsible for travel, reporting, training, credit, retail, reliability, spanish, english, analysis, marketing.
To write great resume for retail banker job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Retail Banker Resume

The section contact information is important in your retail banker 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
  • Email
  • Telephone number

Work Experience in Your Retail Banker Resume

The section work experience is an essential part of your retail banker 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 retail banker responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular retail banker position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Retail Banker resume experience can include:

  • Provide transactional customer service included but not limited to the following: Accept and process deposits, withdrawals and payments and handle other over the counter and mail transactions, as needed
  • Use all sales tools, including profiling customers' needs through the use of various technologies and sales coaching tools in an effort to ensure a consistent and valued customer experience and meet banking center sales goals
  • Work flexible or extended working hours to meet business needs; demonstrated reliability
  • Demonstrate flexibility to perform every other duty as assigned
  • Achieve individual sales by proactively identifying and marketing, as well as recommending banking products and services beneficial to the customer
  • Cross sell and/or refer customers to other bank products and services such as credit cards, merchant processing, and online banking services

Education on a Retail Banker Resume

Make sure to make education a priority on your retail banker resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your retail banker 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 Retail Banker Resume

When listing skills on your retail banker 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 retail banker skills:

  • Impacts the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed
  • Five years of mortgage lending proven sales experience in retail banking required
  • Effectively follow through on collection of past-due accounts
  • Strong focus on customer satisfaction as demonstrated in CSAT scores and customer comments
  • Practice and develop loan management skills by handling a consumer loan portfolio
  • Work well under pressure; organize and prioritize work; meet multiple and sometimes competing deadlines

List of Typical Skills For a Retail Banker Resume

1

Skills For Retail Personal Banker Resume

  • Experience utilizing Microsoft Office Products
  • Extraordinary sales and service experience
  • Work experience in mortgage loan processing required
  • Consumer/Business sales development experience
  • Inspires trust and confidence in clients through problem solving, listening carefully to client needs and by proactively recommending products and/or services
  • Knowledge of consumer lending practices and banking/lending laws
  • State, federal and industry banking compliance regulations and guidelines; applicable laws and regulations related to lending and deposit functions
2

Skills For Retail Personal Banker Katy Mason Resume

  • Responsible for knowing WSB products and being able to articulate the advantages to the customer
  • Contributes to team effort by accomplishing related results as needed, including special projects as assigned
  • Consumer lending functions, practices and procedures
  • Responsible for explaining the features and benefits of products and services to customers
  • Assists in exploring business development opportunities with designated businesses
  • Project an image of professionalism and genuine concern in dealing with the public
  • Responsible for assisting customers with basic deposit related accounts and services
  • Actively participates in WSB continuing education
3

Skills For Retail Banker / Customer Service / Sales Resume

  • Executes the proactive marketing activities for the attraction, retention and expansion of customers
  • Completes assigned Daily Planning activities
  • Credit structure and appropriate collateral
  • Handle initial requests for services competently and courteously
  • Establish rapport and show concern
  • Analyze, evaluate and interpret bank policies, federal regulations, and other technical information
  • Build trust and confidence with others
  • Self-starter, Ambitious, Driven
4

Skills For Retail Mortgage Banker Resume

  • Make and defend decisions
  • Functions as a knowledgeable and professional representative of WSB internally and in the community
  • Internal: Ability to develop a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
  • Maintain and add value to deepen existing relationships
  • As a Personal Banker
  • Able to assess needs and add value to customers and prospects
  • Educate and fulfill customer requests, routine and complex
  • Command and present to an audience of ten or more participants/attendees (seminar environment) from district, region, and national impact as directed by Regional Director
  • Excels at impacting the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed
5

Skills For Retail Personal Banker Telegraph Sheridan Resume

  • Impact the efforts that support Banking Center Collaboration
  • Identify opportunities to add value to customers by introducing them to partners
  • Responsible for developing an in-depth knowledge of retail and business products and services
  • Develop a relationship with the partner to support business development
  • Actively participate in team meetings and offer creative ideas
  • Follows High Performance Checking procedures in assisting customers with the selection of various accounts, products, and financial services. Opens new, and closes existing, accounts following established procedures
  • Maintain positive on-going relationships with existing customer base
6

Skills For Retail Banker / Customer Service Resume

  • Practice WSB Core Values
  • Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, fearlessly engaging, and developing extraordinary relationships with customers as well as retail partners
  • Embraces a technology driven customer experience
  • Explain complex solutions in a simple to understand way
  • Customer experience orientation with effective problem solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members. Passionate about taking care of people
7

Skills For Retail Banker / Sales / Customer Services Resume

  • Knowledge of/or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, as well as engaging in a sales and service process
  • Provides remarkable customer service through all customer interactions, problem resolution, answering telephones, safe deposit access, etc
  • Maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines
  • Understand instructions, forms, applications, financial statements and credit reports
  • Take part in positive branch assessments
8

Skills For Retail Personal Banker Sundance Square The Carnegie Resume

  • Up to 25% or more outside of branch or as needed by customer
  • Identifies product and service needs. Refers those opportunities to the relationship manager, or appropriate group (e.g. Treasury Management, Merchant Services, Comerica Securities, etc.)
  • Provides transactional customer service
  • Accept and process deposits, withdrawals and payments and handle other over the counter and mail transactions, as needed
  • Consistently meet established service level agreements
9

Skills For Retail Personal Banker Jefferson & Coplin Detroit Resume

  • Adhere to Bank of the San Juans Company Core Values
  • Keeps management appropriately informed of area activities and of any significant problems
  • Participate in Community Service and Bank sponsored activities that serve and support the mission and values of the Bank of the San Juans
  • Represent Bank of the San Juans in a professional manner which includes a professional image, confidentiality, a positive “can-do” attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs. Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required
  • Executes the proactive marketing activities for the attraction, retention and expansion of customers for banking center, district, region, and national impact as directed by Banking Center Manager, District Manager and/or Regional Director
  • Provides effective New Customer Onboarding and Customer Engagement by, in part, routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis
  • Participates in the acquisition of consumer and business clients through the effective use of targeted leads, self- sourcing new business, managing referral source relationships
10

Skills For Retail Personal Banker Flex Resume

  • Supports Portfolio Management efforts to retain, expand and increase the number of portfolio customers in the Banking Center
  • Impact the revenue growth of the Banking Center
  • Business Banking Advocate
  • Participate in business development program to increase profitability and market share

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