Universal Banker Resume Sample One

999 Main Street, Any Town, NY 99999
(999) 999-9999 email@yahoo.com

Mark Anderson


January 2008 – Present ABC Inc Any Town, NY
Universal Banker

  • Planned successful marketing and advertising strategies targeting and developing new accounts, bringing more businesses and greater economic support to organization.
  • Expanded customer base through a variety of effective sales techniques.
  • Delivered convincing oral sales presentations to upper management.
  • Effectively coordinated the hiring of subcontractors and monitored their performance.
  • Identified and resolved conflicts between public and bank, employees and management, clarifying work relationships and alleviating communication problems.
  • Opened more than two hundred new accounts.
  • Extensive knowledge of rapport building.
  • Possess good leadership skills.

March 2004 – December 2007 XYZ Corp Any Town, NY
Customer Service Representative, Personal Banker

  • Establish and maintain effective relationships with new and existing customers, establishing their needs and advising on the suitability of services.
  • Manage and support staff and facilitate appropriate continuing professional development (CPD).
  • Communicate implementing and monitoring compliance with corporate standards and procedures.
  • Process data to produce accurate facts, figures and reports.
  • Evaluate new and renewal lending proposals negotiate terms with customers and, where appropriate, submit proposals to the credit department for approval.
  • Check accounts and initiate action if they are overdrawn without arrangement or are in excess of agreed arrangements.
  • Assume overall accountability for products and services, such as consumer lending, current account transactions, unsecured loans, overdrafts, credit cards and personal loans.
  • Network with appropriate professionals.
  • Represent the bank within the wider community.
  • Assist the Private Group with meeting the needs of high net worth individuals and families.

January 2003 – March 2004 BCD Inc Any Town, NY
Universal Banker

  • Answer customers’ questions, and explain available services such as deposit accounts, bonds, and securities.
  • Cash checks and pay out money after verifying that signatures are correct.
  • Compile information about new accounts, and file related forms or other documents.
  • Accurately counted currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
  • Trusted to order a supply of cash to meet daily needs.


2003 University of California, Davis Davis, CA

  • Degree In Business Management

1997 – Graduated New York High School New York, NY

  • Diploma


  • Proficient in Microsoft office suit including Excel, Word, Power Point, and Outlook
  • Extensive cash handling experience
  • Extensive Customer Service Skills
  • Extensive Sales skills
  • Accustomed to working in high paced, high pressure environments
  • Friendly, Outgoing, Energetic, Professional Personality

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