5 Amazing phone banker Resume Examples (Updated 2023) + Skills & Job Descriptions

You are a banking software superstar. Whether you serve customers and their financial applications from a call center or directly within the bank itself, you courteously address concerns and communicate important policies and procedures. No matter how many years of experience you have under your belt, it can be difficult to land an interview for your next career step without a well-crafted phone banker resume that accurately conveys your credentials. Hiring managers, on average, may only spend six seconds initially reviewing your written materials, so your resume should effectively grab the reader’s attention while showing your qualifications would be an ideal fit for the role. Clean formatting and specific eye-catching keywords can help your application leave a positive impression and stand out among the others. Your dream job is calling, and our resume example options and handy templates can serve as excellent references throughout your pursuit. We have the team of experts and writing advice that can guide you in the right direction.

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phone banker: Resume Samples & Writing Guide

Employment history

Senior Phone Banker, TD Bank Portland, Maine

December 2015 – Present

Follow established policies and procedures
Process customer transactions accurately and efficiently
Maintain customer records and update account information

Associate Phone Banker, JP Morgan Chase New York, New York

May 2015 – November 2015

Follow established policies and procedures
Follow up with customers to ensure satisfaction
Greet customers in a friendly and professional manner

Jr. Phone Banker, U.S. Bank Minneapolis, Minnesota

May 2014 – April 2015

Generate reports and maintain records of customer interactions
Resolve customer disputes in a timely manner
Maintain customer records and update account information

Education

Columbia University, New York, New York

Certified Investment Management Analyst, March, 2014

Skills

Innovation

Reliability

Analytical

Process Improvement

Sales

Data Entry

Data Analysis

Financial Transactions

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Employment history

Chief Phone Banker, TD Bank Portland, Maine

November 2022 – Present

Educate customers about banking products and services
Follow up with customers to ensure satisfaction
Maintain customer records and update account information

Phone Banker, SunTrust Bank Atlanta, Georgia

May 2021 – October 2022

Identify customer needs and suggest appropriate products and services
Educate customers about banking products and services
Provide excellent customer service

Entry Level Phone Banker, SunTrust Bank Atlanta, Georgia

May 2020 – April 2021

Resolve customer disputes in a timely manner
Follow established policies and procedures
Cross-sell bank products and services

Education

University of Pennsylvania, Philadelphia, Pennsylvania

Doctor of Philosophy in Banking and Finance, April, 2020

University of Pennsylvania, Philadelphia, Pennsylvania

Bachelor of Science in Financial Planning, April, 2016

Skills

Project Management

Stress Management

Training

Social Media

Data Entry

Banking Regulations

Money Management

Cash Balancing

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Employment history

Senior Phone Banker, JP Morgan Chase New York, New York

July 2018 – Present

Follow established policies and procedures
Generate reports and maintain records of customer interactions
Greet customers in a friendly and professional manner

Associate Phone Banker, JP Morgan Chase New York, New York

February 2017 – June 2018

Monitor customer accounts for suspicious activity
Generate reports and maintain records of customer interactions
Follow up with customers to ensure satisfaction

Entry Level Phone Banker, PNC Bank Pittsburgh, Pennsylvania

August 2015 – January 2017

Answer customer questions regarding account information
Handle customer inquiries and complaints in a professional manner
Generate reports and maintain records of customer interactions

Education

University of Texas at Austin, Austin, Texas

Master of Science in Risk Management, June, 2015

University of Texas at Austin, Austin, Texas

Bachelor of Science in Business Administration, June, 2011

Skills

Quality Assurance

Technical

Attention to Detail

Stress Management

Credit Risk Management

Typing Speed

Data Analysis

Data Entry

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Employment history

Senior Phone Banker, Bank of America Charlotte, North Carolina

July 2020 – Present

Greet customers in a friendly and professional manner
Cross-sell bank products and services
Monitor customer accounts for suspicious activity

Phone Banker, Wells Fargo San Francisco, California

February 2019 – June 2020

Follow up with customers to ensure satisfaction
Cross-sell bank products and services
Answer customer questions regarding account information

Entry Level Phone Banker, JP Morgan Chase New York, New York

February 2018 – January 2019

Answer customer questions regarding account information
Resolve customer disputes in a timely manner
Follow up with customers to ensure satisfaction

Education

University of Virginia, Charlottesville, Virginia

Bachelor of Science in International Finance, December, 2017

Skills

Creativity

Reporting

Stress Management

Planning

Data Entry

Typing Speed

Sales

Cashiering

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Professional Summary

A highly motivated and detail-oriented professional with extensive experience in phone banking. Skilled in providing exceptional customer service, handling customer inquiries, and resolving customer complaints.

Employment history

Senior Phone Banker, Bank of America Charlotte, North Carolina

September 2012 – Present

Process customer transactions accurately and efficiently
Monitor customer accounts for suspicious activity
Follow established policies and procedures

Phone Banker, Capital One McLean, Virginia

March 2012 – August 2012

Educate customers about banking products and services
Identify customer needs and suggest appropriate products and services
Monitor customer accounts for suspicious activity

Junior Phone Banker, Bank of the West San Francisco, California

September 2011 – February 2012

Provide excellent customer service
Generate reports and maintain records of customer interactions
Monitor customer accounts for suspicious activity

Education

University of Virginia, Charlottesville, Virginia

Doctor of Philosophy in Banking and Finance, July, 2011

University of Virginia, Charlottesville, Virginia

Bachelor of Science in Economics, July, 2007

Skills

Stress Management

Quality Assurance

Customer Service

Time Management

Customer Service

Cash Balancing

Financial Transactions

Credit Card Processing

Use This phone banker Resume Template

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phone banker Job Descriptions; Explained

If you're applying for an phone banker position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

phone banker

Maintained knowledge of products and services
Provided customers account solutions
Navigate through several computer application while displaying professional customer service over the phone.
Promoted to Phone Banker Coach

phone banker

Intake inbound calls with various customer inquiries
File monetary claims, transfer funds, send customers banking correspondence
Maintain highest level of professionalism and security standards as set by company
Inbound call representative responsible for helping customers with their deposit account inquiries such as balance, transactions, statement explanation, changes on banking profile such as name, address and other personal information pertinent to the account. Other responsibilities include filing of disputes, replacement and blocking of lost cards and assistance with online banking access.

phone banker

Responsible for responding to routine and complex customer inquiries regarding banking products and services in order to help them succeed financially.
Recommended additional products or services based on the customers financial needs.
Filed claims for unauthorized transactions.
Processed electronic banking transactions.

phone banker

Fielded incoming phone calls from customers to research and resolve issues on personal savings and checking accounts.
Responded to 60 basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
Promoted an array of financial services by continuously acquiring new industry knowledge.
Assisted clients in any credit card or deposit related inquiries, requests or complaints

phone banker

Answered incoming customer service calls for clients
Assisted in any fraud occurring in customers accounts
Transferred money between customer accounts
Suggested products that would benefit customer financially and transferred to correct department for assistance
Handled customer complaints and resolutions
Waived fees for customers
Increased daily limits on customers debit/credit cards

phone banker Job Skills

For an phone banker position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Data Entry
Cash Handling
Telephone Etiquette
Cashiering
Banking Procedures
Computer Proficiency
Cash Balancing
Data Analysis
Financial Transactions
Customer Service
Microsoft Office
Credit Card Processing
Sales
Account Management
Banking Software
Typing Speed
Clerical Skills
Credit Risk Management
Banking Regulations
Money Management

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your phone banker Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Senior Phone Banker, Bank of America Charlotte, North Carolina

September 2023 – Present

Identify custmer needs and sugest appriopriate product and services.
Follw up wit custmers too ensur satisfacton.
Mointor custmer aaccounts for suspiscious activity.

Associate Phone Banker, PNC Bank Pittsburgh, Pennsylvania

April 2022 – August 2023

Moniter custormer acounts fer suspicous activty.
Provide excllent custmer servce.
Handel customer inquirys and compliants in a profesional manner.

Entry Level Phone Banker, Citigroup New York, New York

April 2021 – March 2022

Follw-up wit custmers too ensur satisfacton.
Proccess custumer tranactions accuratley and effeciently.
Generatee reportss and mainteain recordss of customer interactionss.

Education

University of Michigan, Ann Arbor, Michigan

Bachelor of Science in Economics, February, 2021

Skills

Reliability

Communication

Critical Thinking

Public Speaking

Cashiering

Banking Procedures

Credit Risk Management

Telephone Etiquette

Avoid Spelling Mistakes and Include your Contact Information

Missing contact information prevents recruiters from understanding you're the best fit for the position.

Key Insights

Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
Make sure to use a professional email address as part of your contact information.
Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.

How to Optimize Your phone banker Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Employment history

Chief Phone Banker, PNC Bank Pittsburgh, Pennsylvania

March 2009 – May 2022

Resolve customer disputes in a timely manner
Follow up with customers to ensure satisfaction
Follow established policies and procedures

Phone Banker, Bank of the West San Francisco, California

August 2008 – February 2009

Maintain customer records and update account information
Handle customer inquiries and complaints in a professional manner
Identify customer needs and suggest appropriate products and services

Junior Phone Banker, Wells Fargo San Francisco, California

August 2007 – July 2008

Education

Stanford University, Stanford, California

Bachelor of Science in Financial Planning, June, 2007

Skills

Presentation

Decision Making

Collaboration

Reporting

Money Management

Typing Speed

Banking Regulations

Banking Procedures

Unexplained Year Gaps and Missing Job Experiences are a No-no

Gaps in your resume can prevent recruiters from hiring you if you don't explain them.

Key Insights

It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
Use the gap to talk about positive attributes or additional skills you've learned.
Be honest and straightforward about the gap and explain it using a professional summary.

phone banker Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an phone banker position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Senior Phone Banker
PNC Bank
Pittsburgh, Pennsylvania

To the respected PNC Bank Recruitment Team

I am writing to express my interest in the Senior Phone Banker role at PNC Bank. As a Phone Banker with 9 years of experience in the Banking field, I am confident that I have the necessary skills and expertise to succeed in this position.

Throughout my life, I have pursued my passion for Risk Management and sought out opportunities to learn and grow. My experience in the Banking field has given me valuable skills such as Innovation and Reliability that have allowed me to improve professionally and personally. I am excited to bring these skills and my passion as a Phone Banker to the position and work with a team of like-minded individuals to achieve our common goals.

Thank you for considering my application for the Senior Phone Banker role. I am very passionate about this field and possess a deep understanding of the industry so, I am thrilled about the opportunity to contribute to your organization's success.

Sincerely,
Kevin Ingram
999-766-2119
keviningram@gmail.com

Kevin Ingram

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