Personal Banker Resume Examples

personal banker( working for hdfc bank)

  • Establish and maintain relationships with HDFC Bank Classic on Phone customers or provide assistance to customers by providing information and resolving their complaints.
  • Answer customers’ questions, and provide information on procedures or policies. 
  • Confer with customers by telephone to provide information about services provided by bank and products like loan, insurance, account, demat, credit card etc and generate leads accordingly and forward them to concerned department.
  • Keep records of customer interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
  • Cross-sales of new or additional services or products.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Meeting daily and monthly sales targets given to me.

personal banker

  • Greet customers entering establishment.
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Balance currency and coin in cash drawers at end of shifts.
  • ATM Teller, balance ATM once a week, add cash when needed to ATM.Order cash supply once a week.                                                                
  • Sell customers products that best fit their financial needs.Input loan applications, open new accounts.  
  • Lead teller, make sure all employees have enough cash in vaults, assure every employee gets their lunch, and assure Tellers that they are audit ready.
  • Assist manager when she is away.

personal banker

  • To serve and manage High net worth Clients of the bank by providing them best services and advices
  • To manage portfoilo of the Clients by advising them correct and profitable investment avenues
  • Sell various types of insurance policies to individuals on behalf of insurance companies, including life,medical and home insurance.
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

personal banker

  • Managing a classic banking portfolio having a net worth of 6.48Cr.
  • Cross-selling of assets and liabilities products to HNW customers and improving customer’s banking experience.
  • Achieving sales target for branch income generation and increasing the productivity of the branch.
  • Providing financial assistance and guidance to customer for investment.
  • Keeping a record of the product holding of the customers in the portfolio to analyse their future needs based on their present financial status.

personal banker

  • Open all type of account 
  • Sales  of bank product  
  • Handling to the telephone calls and responding to queries.
  • Maintain procedures for compliance, identify cross-sell opportunities, and resolve issues at branch level with resolution team.

personal banker

  • Monthly and daily sales goals
  • High volume region 
  • Dedicated bilingual clients through building relationships 
  • Completing the investment referral goal set forth every quarter
  • Weekly branch meeting to discuss progress and changes

personal banker

  • Builds lasting relationships with customers to encourage continued loyalty
  • Opens and closes the branch
  • Provides overrides to tellers 
  • Consistently goes above and beyond required personal banker duties. 
  • Undergoing loan training 
  • Assists other departments with document preparation
  • Helps coworkers find appropriate resolutions to difficult situations

personal banker

  •  Builds personal relationship with each customer experience 
  •  Responsible for assessing and attending to customers’ banking needs, obtaining and processing customer and account information.
  • Sell bank deposit and loan products and services. 
  •  Responsible for originating and closing consumer loans, opening     accounts, and performing deposit transactions.
  •  Opening and/or closing the branch. 
  •  Vault Teller- Responsible for managing main vault including daily cash shipments and filling merchant orders.
  •  Accountable for distributing orders to tellers and balancing main vault and teller cash drawer.

personal banker/ teller

  • Examine, evaluate, and process personal and business credit applications.
  • Examine, evaluate and refer customers to proper partner channels such as but not limited to Home Mortgage, Merchant Services, Payroll Services and Investment banking.
  • Completes necessary tracking reports
  • Teller supervisor capabilities 

personal banker

  • Establish and maintain relationships with individual or business customers or provide assistance to solve problems these customers may encounter.
  • Formulate debt management plans, and clarify budgets to assist clients achieve their financial goals.
  • Resolves customer complaints 
  •  Strong interpersonal, verbal and written communication skills.