Telephone Banker Resume Examples

telephone banker

  • Assist Customer with balance check, transfers, refunds.
  • Handled incoming calls from customers and resolving issues on personal and business savings, checking and lines of credit accounts
  • Utilizing comprehensive banking knowledge of Chase products/services for both consumer and business accounts to expand customer relationships
  • Provided direct support in the form of answering over 50 incoming phone calls per day.

telephone banker

  • Process funds transfers for customers
  • Initiate ACH stop payment requests
  • Place official travel notifications for international debit card usage
  • Assist with technical issues regarding online banking
  • Assist with transaction disputes in cases of fraud or improper billing by merchants
  • Answer customer inquiries about account balance
  • Order replacement debit cards for lost or stolen cards

telephone banker

  • Takes ownership of each customer while empathizing and prioritizing customer needs
  • Maintains customer’s accounts, resolves conflicts and manages customer expectations
  • Determines customer’s needs and provides appropriate solutions through relationship building 
  • Assist customers by providing information regarding their bank accounts and resolving their complaints.

telephone banker

  • Issue refunds or credits due to customers.
  • Assist with online bill pay questions
  • Process bank fee reversals  for customers
  • Place orders for checks

telephone banker

  • Handled inquires and concerns through inbound calls in order to eliminate the need for clients to travel to the bank in person.
  •  Retained and reiterated knowledge about various aspects of other centralized departments (Online Banking, Fraud, Centralized Accounts and Loans, and Telephone Wires). 
  • Balance a variety of daily task such as; processing refunds/credits, assisting customers with disputes and identifying suspicious activity on personal bank accounts.
  • Upsell by assessing and analyzing accounts then offering products based on customers eligibility and individual needs.
  • Offered solutions and knowledge to customers who needed assistance with understanding bank procedures and policies.

telephone banker

  • Handle incoming calls from customers
  • Provide account information
  • Process payments and transfers
  • Guide customers through the company’s website and application

telephone banker

  • Assisted banking consumers daily by answering questions and transferring to appropriate departments.
  • Collected personal information from customers to accurately document requests.
  • Responded to customer inquiries with patience and positivity to establish excellent first impression.
  • Supported customers by managing 80 to 90 calls per day efficiently while maintaining professionalism and upbeat tone.
  • Enhanced customer satisfaction ratings by 98.60% by resolving issues professionally and efficiently.