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Wells Fargo Bank - Personal Banker Resume Example

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Jacob Jones
XXXXX XXXXXX XXXX XXX, Hacienda Heights, CA 91745
Professional Summary

A skilled communicator; able to maintain cultural sensitivity, establish rapport 
with members of diverse groups, and promote team cohesiveness. Always moving forward to excel within my professional career. 
  • A self directed strategic, innovated thinker, and planner who is able to quickly grasp needs and concerns in diverse areas of responsibility
  • Innate ability to establish rapport quickly, build trust, interact with and relate to individuals on all levels
  • Demonstrated the capability of working with a diverse group population
  • Greater Los Angeles Region Elite Club Q2, 2014
  • Most Valuable Player (MVP) 2011 & 2012
  • Type 55 WPM & proficient in 10-key
  • Versed in iOS and Windows
Personal Banker Jul 2013Present Wells Fargo Bank, N.A. Alhambra, CA
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs
  • Maintain and establish relationship with customers by following up, setting up appointments, managing accounts
  • Contact prospective customers to present information and explain available services
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings
  • Carry out new ideas to motivate and encourage others to bring in new business by setting up off-sites during events
  • Make presentations on financial services to groups to attract new clients
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter
Computer Systems Analysts Nov 2009Oct 2013 Geek Squad/Best Buy Downey, CA
  • Monitor the system for equipment failure or errors in performance
  • Respond to program error messages by finding and correcting problems or terminating the program
  • Determine computer software or hardware needed to set up or alter system
  • Recommend new equipment or software packages
Lead Usher Apr 2007Feb 2010 Regal Entertainment Group South Gate, CA
  • Examine tickets or passes to verify authenticity, using criteria such as color or date issued
  • Settle seating disputes or help solve other customer concerns
  • Managed employee schedules
Operations Senior GS
  • Managed daily deposits, audits, daily number reports, supply/currency orders
  • Monitor and direct employees engaged in sales activities to ensure that customers receive satisfactory service and quality goods
  • Plan and prepare work schedules and keep records of employees' work schedules and time cards
  • Coached team to assist one another in areas where an individual may need help in order to succeed as a team and excel in daily goals
Customer Service Associate BB
  • Assist customers by providing information and resolving their complaints
  • Exceeded in attaching Geek Squad Black Tie protection plans and accessories for product to increase revenue due to low margin cost of product
  • Issued receipts, refunds, credits, or exchanges due to customers request
Concession reg
  • Processing efficient sale transactions and up selling combos for a complete regal experience
Bachelor of Arts : Psychology California State University, Los Angeles Los Angeles, CA
Bachelor of Science : Business Administration-Accounting csula
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Resume Details

This is a real resume for a Personal Banker in Hacienda Heights, California with experience working for such companies as Wells Fargo Bank, Na, Geek Squad. This is one of the hundreds of Personal Banker resumes available on our site for free. Use these resumes as templates to get help creating the best Personal Banker resume.

Previous Companies:

  • Wells Fargo Bank
  • NA
  • Geek Squad

Previous Job Positions:

  • Personal Banker
  • Computer Systems Analysts
  • Lead Usher
  • Operations Senior
  • Customer Service Associate


  • California State University, Los Angeles
  • csula

Level of Education:

  • Bachelor of Arts
  • Bachelor of Science

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