Phone Banker Resume

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Also, see our sample for Phone Banker Responsibilities and Duties.

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Here is the Phone Banker Resume example:

Krista George

3474 Kinney Street

Westfield, MA 1085

(555)-555-5555

[email]

Job Objective Result-oriented and positive thinking Phone Banker looking for a job within your firm.

Highlights of Qualifications:

Admirable experience in providing training to all new employees to provide customer services over phone
Deep knowledge of various financial products of bank
Profound knowledge of various banking and customer service regulations
Ability to resolve all banking issues for clients
Ability to cross-selling products and services
Ability to provide information regarding products and services
Ability to identify and report instances of possible fraud
Ability to multi task and prioritize work as per requirement
Ability to resolve all customer issues over phone and email
Ability to perform basic math in everyday activities

Professional Experience:

Phone Banker

Wells Fargo, Westfield, MA

August 2007 – Present

Performed everyday interactions with customers and managed all waiting calls within timeframe.
Greeted all customers patiently and ensured pleasant tone throughout conversation.
Maintained knowledge of all customer requirements and provided appropriate responses.
Administered processing of all transactions within required timeframe and accurately.
Managed routine processing of all consumer and business transactions.
Prepared and mailed required documents to clients on regular basis.
Ensured customer satisfaction at end of every call and thanked the customer.
Provided all confidential information to caller only after authenticating identification of caller.

Phone Banker

TruStone Financial, Westfield, MA

May 2004 – July 2007

Evaluated client identification before providing information on client accounts.
Assisted in issuing debit cards to customers and closing cards.
Coordinated with clients and provided optimal level of customer services.
Informed clients of any additional and new products and services of bank.
Provided immediate response to all complex issues of premier customers over phone.
Performed research if required to resolve all customer issues.
Analyzed customer issues and if required transferred phone call to senior members.
Processes various complex transactions online

Education

Bachelor’s Degree in Business

Academy Of Art University, San Francisco, CA