Telephone Banker Resume Sample

15 votes
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Boyd O'Reilly
6780 Harber Hollow,  Chicago, IL
+1 (555) 945 9948

Work Experience

Specialist Telephone Banker
03/2017 - PRESENT
Los Angeles, CA
  • Management reserves the right to adjust schedule as needed
  • Asks probing questions of customers or internal resources to obtain information pertinent to the inquiry, researches records and follows up on details to resolve customer issue to the customer’s satisfaction and within department timeframes
  • “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
  • Resolves customer problems, obtains information, researches records and follows up on details to resolve business at hand to the customer’s satisfaction
  • Continuously supports the Bank’s Mission Statement and Core Values
  • Months working in a Customer Support, Call Center, or Hospitality role
  • Proficient with Microsoft Office, computers/Internet, and related technologies
Telephone Banker
09/2010 - 02/2017
Boston, MA
  • Customer Service - Highly professional demeanor with excellent telephone skills and etiquette. Utilizes various interpersonal styles and communication methods to positively assist and influence customers. Identify and assess customers’ needs to achieve satisfaction. Provide accurate, valid and complete information by using the right methods/tools
  • Take ownership of each customer while empathizing and prioritizing customer needs
  • Determine customer needs and provide appropriate solutions through relationship building
  • Consults with Team members and management as needed to complete assigned responsibilities
  • Manage difficult situations with little supervision
  • Premier Medical, Dental, and Vision plans
  • Paid Holidays, Vacation and Sick leave
SC Telephone Banker
11/2007 - 08/2010
San Francisco, CA
  • Short & Long Term Disability
  • TB I: one year related Call Center or Banking experience and/or training; or participation in a formal bank training program
  • One year or more years of experience in a high volume call center environment with a track record of meeting and/or exceeding goals
  • Bilingual / Spanish speaking
  • Coordinate various products and sales promotions within multiple states
  • Excel in a high paced telephone sales environment
  • Coordinate with different branches, banks, customers, vendors, attorneys and appraisers
  • Navigate through multiple software applications at one time


Benedictine University - Naperville Campus
2001 - 2006
Bachelor's Degree in Management

Professional Skills

  • Actively promote and sell the credit union’s full line of financial services by profiling each and every member, assessing their needs and offering solutions to better meet those needs via call center phone or correspondence
  • Deepen the member’s relationship by referring the member to our other lines of business including, Heritage Direct Investments, Insurance, Mortgage Services and Business Services
  • Previous bank and/or sales experience
  • Incoming call distribution and or completion of task or request made by the member via call center telephone
  • Maintain a working knowledge of the credit union’s complete line of products and services, as well as all compliance regulations
  • Handle emails and voice mails that come into the Call Center
  • Handle complaints and problem resolutions that come in by Call Center telephone or correspondence

How to write Telephone Banker Resume

Telephone Banker role is responsible for training, software, health, supervision, customer, microsoft, spanish, premier, telephone, excel.
To write great resume for telephone banker job, your resume must include:

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

Contact Information For Telephone Banker Resume

The section contact information is important in your telephone 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 Telephone Banker Resume

The section work experience is an essential part of your telephone 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 telephone 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 telephone banker position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Education on a Telephone Banker Resume

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

When listing skills on your telephone 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 telephone banker skills:

  • Support all other credit union associates, as needed and/or requested
  • Call center environment with higher noise level

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