Banker Resume Examples

banker

  • Sell services , such as unit trusts, as well as insurance products. 
  • Inform and advise concerned parties regarding fluctuations of investments affecting portfolio. 
  • Contacting clients when there is a huge outflow or inflow of cash to and from their accounts. 
  • Opening additional accounts for clients when requested. 

banker

  •  Received payment by cash,check,credit cards,vouchers, or automatic debits.
  • assisted customers by providing information and resolved their complaint.
  • Calculated total payments received during time period and resolved this with total sales.
  • Answered customer’s question and provide information on procedures or policies.
  • speaked with customers by telephone to provide information about services and details of complaint.
  • Counted money in cash drawers at the beginning of shifts to ensured that amounts are correct and that there is enough change.

banker

  • Recording summaries of daily transactions to balance books
  • Supervise team memebers while management on breaks
  • Provide game training to all new team memebers
  • Answer questions about table games and casino policy
  • Conduct gambliong such as Three card poker, Black Jack, Baccarat, and Double Hand 
  • Ensure players and dealers are following all casino rules
  • Communicate with management on all floor issues

banker

  • Identify customers, validate and cash checks. 
  • Accept cash and checks for deposit and check accuracy of deposit slip. 
  • Perform specialized tasks such as preparing cashier’s checks, personal money orders, issuing traveler’s checks and exchanging foreign currency. 
  • Receive and verify loan payments, mortgage payments and utility bill payments. 
  • Balance currency, cash and checks in cash drawer at end of each shift. 
  • Answer inquiries regarding checking and savings accounts and other bank related products. 
  • Attempt to resolve issues and problems with customer’s accounts. 

banker

  • Provide personal financial counseling, assist with lending service, and build 
  • relationships with existing customers to sustain high satisfaction ratings and retention. 
  • Maintained and updated office process reports on regular basis, Upheld bank security policies and procedures in all conducted business. 
  • High proficiency in a variety of cash handling process and transfers. 

banker

  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Opened, closed and updated accounts for customers.
  • Worked directly with clients investing minimum of $[1000000].
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.

banker

  • Engaged with new clients and referring more than $15 million in home and business loans
  • Successfully transitioned high value clients to Merrill Lynch and U.S. Trust
  • Exceeded quarterly goals by 30%
  • Assisted the business group with account opening and client maintenance 

banker

  • Processed Deposits, withdrawals, and loan payments.
  • Open, Closed, and managed accounts.
  • Maintained a cash drawer.
  • Networked to find and attract new business.

banker

  • Providing supervision to till operators
  • Daily banking for Kenilworth Racecourse 
  • Handling customer complains 
  • Building relationships with clients and employees 
  • Handling customer queries 

banker

  • Establish and maintain relationships with new and existing clients.
  • Analyze applicants’ financial status, credit, and asset valuations to determine their financial needs and recommend products that best suit the identified needs. 
  • Explain to customers the different types of products offered by the bank (Transactional products, Investment products, Credit products, Insurance products, Life products).
  • Stay abreast of new types of banking products and service that better meet customers’ needs.

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