Phone Banker Resume Sample
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 —
A resume is an essential tool in a job hunt. It gives you one or two pages highlighting your most outstanding and appropriate skills and qualities for the crucial role. Employers use resumes to decide who to hire. Having one handy after filing a job application might help you land your first interview for your favourite Phone Banker role.
To present relevant job experience in a way that highlights exceptional achievements, you can use colours, proper margins, and design for a compelling Phone Banker resume. Our Phone Banker Resume Format can help you add roles, responsibilities, and skills to your resume.
I have a few Phone Banker resume examples that I have taken from our resume database. We have chosen these professional resume templates based on levels of experience. You might get ideas from these sample resume formats for preparing your resume when you review these resume examples of excellent Phone Banker resumes. The points can be adjusted based on your location and level of experience.
These are some of the best examples of Phone Banker’s resume. If you are a fresher or entry level or an experienced person, you can write a strong resume on your own with the aid of these first job resume samples. You can choose any line or sentence from these resume templates for freshers. To create an excellent resume, combine, update, and apply these elements. These resume examples might assist you in selecting the achievements and experiences to list on your resume. The right highlighted spots are also guided by it. Also, check out our resume samples for experienced people.
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Few More Phone Banker Resume Templates:
Example 1:
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.
Example 2:
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.
Example 3:
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.
Example 4:
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.
Example 5:
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.
Example 6:
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.
Example 7:
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.
Example 8:
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.
Example 9:
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.
Example 10:
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.
Example 11:
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.
Example 12:
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.
Example 13:
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.
Example 14:
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.
Example 15:
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.
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