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Personal Banker Resume

4.00/5 (Submit Your Rating)

Dallas, TX

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Employment History

Personal Banker/Store Manager,July 2007 - May 2011

  • Supervised a team of 12 employees including Tellers and Personal Bankers
  • Improved branch customer base by 25% by developing community relationships that generated additional business from existing customers and their referrals
  • Structured scripts and key questions for cross selling products and services that assisted customers achieve their financial goals
  • Created, trained and coached a successful sales, service and referral team

CSR5, Confidential,June 2006 - July 2007

  • Cross trained and worked in two separate departments Customer Service and    Collections
  • Customer Service assisted Business customers with the credit process
  • Collections assisted customers with diligent accounts and payment arrangements

Phone Banker II, Confidential,February 2002 - June 2006

  • Trained bankers to increase their cross sales and improve their Quality Assurance scores
  • Oversaw Phone Bankers’ banking compliance courses were complete 100% every monthly and quarterly
  • Specially in taking escalated customers’ calls with in on  customer satisfaction and retention

Sr. Inbound Sales Specialist,May 2001 - February 2002

  • Exceeds sales goals every quarter-Platinum level
  • Superior product knowledge
  • Improved my cross sell products by 15%

Phone Banker I, Confidential,July 2000 - May 2001

  • Demonstrated strong listening skills and self motivated
  • Schedule Adherence 92% goal was 85%
  • Superseded weekly, monthly and quarterly sales goals

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