Professional Phone Banker Resume Examples for 2023

Andrew Giles

Phone Banker

743 Xyz Abc Road.

Chicago, IL – xxxxx

Email: email@example.com | Home: xxx-xxx-xxxx | Mobile: xxx-xxx-xxxx

Professional Summary

Self-Motivated customer service professional with 10 years of experience in a fast-paced environment seeking an opportunity in a team-orientated company. Capable of handling a wide range of contact methods while accurately documenting customer issues and providing first-class service with every interaction.

Work Experience

1) Phone Banker

[Company Name]- Shoreview, MN

May 2017 to Present 2019

• As a phone banker, I take inbound phone calls.
• I process transactions and solve financial issues.
• Answer customer questions, offer solutions,
• While using bank applications.
• Ask probing questions that allow me to get to the main reason for the customer’s call.

2) Financial Crime Specialist 2

[Company Name]- West Des Moines, IA

Feb 2015 to Feb 2017

• Expertise in credit card disputes, compliance, and procedures, including working knowledge of DASH, CSS, XPM, FDR, and Microsoft Office.
• Taking inbound customer dispute phone calls, with time scheduled on and off the phone to complete follow-up.
• Ensure that all customer dispute calls and correspondence are handled with immediate action and resolution, including ordering sales draft, entering chargeback, sending out a dispute form, ordering computer letters, charging the disputed amount off, or forwarding the case to the appropriate department.
• Mentoring a team member weekly, helping her understand the dispute resolution process, regulatory requirements, policies and procedures, and product knowledge.

Educational Qualification

Business Management

XYZ University – Detroit, MI

September 2010 to Jan 2015

Skills and Strengths

• Data Processing/Typing & Terminology Knowledge
• Claims Processing.
• Customer Service and Support.
• Cash Handling.
• Financial Analysis.

— References Available upon Request —

Phone Banker

Location – Bethlehem, PA

Experience – 8 Years

Work Experience:

• Consistently meets and exceeds department expectations for productivity and accuracy levels.
• Resolves complex issues by communicating and partnering with internal departments.
• Creates documents and outlines track progression of trainee/mentee to identify areas of improvement.
• Provides continuous training and developmental coaching to individuals after graduation from the coaching queue to facilitating floor.
• Recognizes and discovers the financial priorities of clients through relationship-building skills.
• Demonstrates first-call resolution by de-escalating calls while maintaining excellent customer service.
• Analyzes customer information to identify opportunities for growth and expansion of services.
• Assists with event planning, conducting meetings to review budgets, and creating deadlines.
• Formulates and enforces Service Center policies, procedures, and quality assurance measures.

Phone Banker Skills:

• Proficient in Microsoft Office Suite.
• Excellent verbal and written.
• Excellent time management Skills.
• Effective leadership skills.
• Conflict resolution proficiency.
• Experience working with children of all.
• Great customer service skills ages.

Phone Banker

Location – Bethlehem, PA

Experience – 8 Years

Work Duties:

• Coach new employees during the training process to become confident and successful bankers.
• Promoted from consumer products banker to premier phone for customers with [$] in assets.
• Phone Banker 2 provides continuous coaching and development for phone banker 1.
• Able to handle 100-120 calls per day while maintaining a high level of customer satisfaction.
• Answered the phone daily, responded to inquiries, and scheduled customer appointments.
• Promoted to Phone Banker 2 because of performance and demonstrated leadership qualities.
• Informed customers of bank products, provided account status data and handled busy phone lines.

Phone Banker

Location – Richmond, VA

Phone Banker Experience – 14 Years

Work Experience:

• Handled incoming calls from Wells Fargo customers, answering and resolving personal savings, checking, and lines of credit account issues.
• Provided confidential information to the caller only after properly authenticating the caller per set policy and procedures.
• Met and exceeded very strong sales goals daily by referring additional [company name] bank products and services.
• Solved complex problems with multiple software programs simultaneously promptly.
• Handled escalated issues very well and worked to diffuse situations to ensure customer satisfaction.
• Demonstrated appropriate and professional phone skills and always exhibited composure and patience.
• Maintained an average call handling time of 6 minutes.
• Communicated with other departments to resolve customer issues.
• Provided one-on-one feedback.
• Mentored and coached on performance.
• Assisted with teaching new hires training on policies and procedures.
• Reviewed data and report tends to management.

Phone Banker

Location – Salt Lake City, UT

Experience – 7 Years

Work Role:

• Handled incoming calls from Wells Fargo customers, answering and resolving personal savings, checking, and lines of credit account issues.
• Provided confidential information to the caller only after properly authenticating the caller per set policy and procedures.
• Met and exceeded very strong sales goals daily.
• Referring to additional Wells Fargo bank products and services. Solved complex problems with multiple software programs simultaneously promptly.
• Handled escalated issues very well and worked to diffuse situations to ensure customer satisfaction.
• Demonstrated appropriate and professional phone skills and always exhibited composure and patience.

Phone Banker

Location – Homewood, AL

Experience – 3 Years

Work Responsibilities:

• Resolve customer credit card issues and concerns over the phone.
• Make credit card payments and perform cash advances.
• Cross-sell other products and services that help the customer succeed financially.
• Provide exceptional customer service.

Phone Banker

Location – Reston, VA

Phone Banker Experience – 3 Years

Phone Banker Work Role:

• Handle high levels of inbound calls for consumers and sales.
• Provide great customer service and ease of mind for customers.
• Daily web-based training with Wells Fargo regulations and rules.
• Calibrations to help better assist our customers Midway Chevrolet.
• Deliver exceptional service to our customers by going out of the way to please them.
• Provide first-call resolution while following strict procedures that meet compliance guidelines.
• Identify and offer customers the products and services they need and want to succeed financially.

Phone Banker

Location – Boise, ID

Experience – 10 Years

Work Experience:

• Proactively meet with existing customers and prospects over the telephone to conduct discussions to understand their background and identify banking needs through effective profiling; communicate potential solutions.
• Execute integrated sales, relationship, and credit strategies aligned with the Company’s objectives while opening and maintaining new checking and savings accounts.
• Cultivate partnerships with segment partners (Commercial and Small Businesses, Home Lending, and Financial Advisors) to obtain and provide appropriately qualified referrals.
• Follow all compliance policies and procedures.
• Emphasis on professionalism and financial skillset.

Skills:

• Customer Service with Support.
• Strong Communication Skills.
• Knowledge of Various Bank Products/Services.
• Cross Selling.

Phone Banker

Location – Hillsboro, OR

Experience – 2 Years

Work Role:

• Quickly answer customer service inquiries in a friendly and courteous manner. Delivered exceptional customer service by going out of the way to please customers.
• Provided first-call resolution while following strict procedures that meet compliance guidelines.
• Identified and offered customers the products and services they need and want to succeed financially.

Phone Banker

Location– Memphis, TN

Experience – 7 Years

Work Duties:

• Opening accounts for new customers.
• Helping customers with account-related requests, such as deposits, withdrawals, transfers, and debit/credit cards.
• Referring customers to financial experts when needed.
• Advising/selling customers on the bank’s financial goods and services.
• Resolve any issues with banking services.
• Guide customers in mortgage, loan, savings, and retirement options.
• Closing accounts when requested.
• Monitoring customer accounts and keeping information up-to-date.

Phone Banker

Location – Memphis, TN

Experience – 10 Years

Work Experience:

• Opening accounts for new customers.
• Helping customers with account-related requests, such as deposits, withdrawals, transfers, and debit/credit cards.
• Referring customers to financial experts when needed.
• Advising/selling customers on the bank’s financial goods and services.
• Resolve any issues with banking services.
• Guide customers in mortgage, loan, savings, and retirement options.
• Closing accounts when requested.
• Monitoring customer accounts and keeping information up-to-date.

Phone Banker

Location – Homewood, AL

Experience – 6 Years

Phone Banker Work Duties:

• Communicate with customers by telephone to provide information about products or services, helping them to succeed financially.
• Provide first-call resolution while following strict procedures that meet compliance guidelines and complete forms following company procedures.
• Focused on team morale by coordinating team building activities, potlucks, team outings, and networking between lines of business.
• Followed policies and procedures that had to meet deadlines to ensure we stayed compliant.

Phone Banker

Location – Atlanta

Phone Banker Experience – 10 Years

Work Responsibilities:

• Supports the following business lines: Consumer Service, Consumer Sales, Premier Banking, Credit Card Customer Service, the National Business Banking Center, and Online Customer Service.
• Expected to offer products and services at a level in which they are measured daily.
• Thrive on customer interaction and never miss an opportunity to enhance the customer’s relationship with Wells Fargo by marketing new products and services.
• Always handle each customer with a friendly, courteous touch while following strict procedures for handling various inquiries.
• Responsible for resolving problems and responding to routine complex customer inquiries and complaints regarding financial products and services.
• Assesses customer needs and promotes/suggests alternative products or services.
• Computer skills include navigating multiple windows and applications and using search tools to find information.

Phone Banker

Location – Birmingham, AL

Experience – 3 Years

Work Duties:

• Assisted 50+ customers daily with their accounts.
• Solved problems quickly and in a timely matter.
• Used basic math and knowledge from training to make sure the customer felt secure with their accounts and was more knowledgeable about the products and services.

Phone Banker Skills:

• Customer Service Skills.
• Communication Skills.
• Able to multitask and work in a fast pace environment.
• Able to troubleshoot and solve problems in an effective and timely manner.
• Customer Service with Support.

Phone Banker

Location – Columbia, SC

Experience – 8 Years

Phone Banker Work Responsibilities:

• Handled incoming calls from Wells Fargo customers, answering and resolving personal savings, checking, and lines of credit account issues.
• Provided confidential information to the caller only after properly authenticating the caller per set policy and procedures.
• Solved complex problems with multiple software programs simultaneously promptly.
• Handled escalated issues very well and worked to diffuse situations to ensure customer satisfaction.
• Demonstrated appropriate and professional phone etiquette and always exhibited composure and patience.

Phone Banker

Location – Bethlehem, PA

Phone Banker Experience – 15 Years

Phone Banker Summary:

I am an experienced business administration professional who has served as an administrative manager for a full-service public relations firm and as a coordinator for economic development and community planning projects.

Work Responsibilities:

• Recognizes and discovers the financial needs of customers at all levels.
• Developed and maintained long-term relationships with customers.
• Listen to and solve customer complaints. Escalates when appropriate.
• Sells appropriate banking products and services.
• Follows all legal and regulatory requirements in all actions established by the bank and federal government.
• Help customers with loan payments, credit card payments, address changes, product changes, order checks and check blanks, transfer of funds between accounts, and replace atm/debit cards.
• Build rapport while resolving billing issues. Service line and loans with payments and ach changes, cancellations, and deletions.
• Processing transactions, performing extensive research to resolve complex customer issues
• Modelling excellent customer service behaviours by accurately and concisely communicating positively and professionally to internal and external customers.
• Extensive knowledge and understanding of the organization, processes, compliance, products, and services.
• Ability to navigate multiple computer systems and applications and utilize search tools to find information.
• Quickly answer customer inquiries in a friendly and courteous manner.

Skills:

• Customer service with On-call Support.
• Detail-oriented Retail sales.
• Time management.
• Excellent verbal, written, and interpersonal communication skills.