Johnson Bank Service Banker Resume Sample

Hannah Wood

XXX XXXXXXXX XXXXXXX XXXX, Madison, WI 53704

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Ph: XXXXXXXXXXXX

Professional Summary

Thoroughly trained professional Service Banker dedicated to high levels of customer satisfaction and meeting the needs of business partners. Provides a customized client experience for private banking clientele. Delivers efficient and accurate service for business partners. Looking for a position as Assistant Private Banker at BMO Harris Bank.

Skills

Customized Personal Service
Complex Problem Solving

Administration and Management
Time Management

Accuracy
Understanding and Implementing Procedures

Document Retrieval
Understands Banking

Experience

Johnson Bank Madison, WI Service Banker Nov 2011－Present

Prepare reports, memos, letters, and emails using word processing, spreadsheet, Optima and eVision software.

Answer phone calls and direct calls to appropriate parties or take messages.

Conduct research, compile data, and prepare loan documents for loan closings.

Perform general office duties, such as ordering supplies, and preparing boardrooms for meetings.

File and retrieve documents, records, and reports.

Open, sort, and distribute incoming correspondence, including faxes and email.

Refer clients to business partners that will best suit their financial needs.

Assist clients in the gathering of information, such as bank account records and tax documents.

Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions.

Count, verify, and post armored car deposits.

Process and maintain records of customer loans.

Carry out special services for customers, such as ordering bank cards and checks.

Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.

Resolve problems or discrepancies concerning customers' accounts.

Compile information about new accounts, enter account information into computers, and file related forms or other documents.

Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.

Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.

Execute wire transfers of funds.

Perform foreign currency transactions such as buying or selling foreign currency for travel.

BMO Harris Bank Madison, WI Universal Banker Jul 2011－Oct 2013

Trained in both Touch Point Teller (TPT) and Touch Point Sales and Services (TPSS) systems.
Process and maintain records of customer loans.

Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

Contact clients periodically for account review.

Open personal and business accounts.

Meet with applicants to obtain information for loan applications and to answer questions about the process.

Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.

Review loan agreements to ensure that they are complete and accurate according to policy.

Handle customer complaints and take appropriate action to resolve them.

Work with clients to identify their financial goals and to find ways of reaching those goals.
Perform wire transfers for clients.

Rogers & Hollands Jewelers Madison, WI Store Manager May 2005－Jul 2011

Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints.

Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.

Monitor sales activities to ensure that customers receive satisfactory service and quality goods.

Instruct staff on how to handle difficult and complicated sales.

Recruit, hire, train, and evaluate personnel in sales or marketing establishments, promoting or firing workers when appropriate.

Assign employees to specific duties.

Plan and prepare work schedules and keep records of employees' work schedules and time cards.

Establish and implement policies, goals, objectives, and procedures for their department.

Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
Diamond Sales Associate certified.
Jewelry Replacement Services certified.

Education

Madison Area Technical College Madison, WI Associate of Arts: Liberal Studies May 2002

Community Service

LUCES-Latinos United for College Education Scholarships board member. 2013-present
YWCA-Dinner for families 2013
BMO Harris Bank Volunteer at Henry Vilas Zoo 2012

Awards