jessica claire 100 montgomery st 10th floor 555 4321000 resumesampleexamplecom summary resultsoriented banking professional experienced handling customer needs skilled maximizing client satisfaction bank profits utilizing persuasive communication skills indepth product knowledge handson customer service abilities additionally personal banker focused satisfying customers providing highquality service determined dedicated exceeding mandates eager take higher responsibilities furthermore dedicated banker wellversed setting new customer accounts following security protocols assisting audits wellorganized strong relationshipbuilding time management documentation skills finally recent graduate excellent research technical problemsolving skills detailoriented able learn new concepts quickly skills works well others analytical thinking proficient using microsoft office platforms relationship building product promotion crossselling partner referrals bank sales customer service verbal written communication account closing process experience promoting products opening accounts inbound customer calls closing procedures check cashing withdrawals investment management team collaboration money handling customer serviceoriented 022022 current personal banking advisor charles schwab corporation fairlawn oh helped customers open close accounts apply loans make sound financial decisions followed operational standards promoting security risk management compliance built strong rapport new existing clients better serve financial needs promote branch loyalty educated customers variety retail products digital solutions enhancing customer experience assisted advised customers using online mobile banking systems maintained position trust responsibility keeping customer business confidential expanded customer relationships maintaining regular followup processes rapport met customers analyze financial needs maximize sales opportunities used jobrelated software computer collect record customer deposits fees issue receipts prepared bank deposits general ledger postings statements informed customers procedures depositing checks applying atm cards reconciled cash checks computer records end shift completed daily cash balancing operated atms trained coached less experienced team members procedures compliance standards performance strategies 102020 102021 financial services professional new york life insurance company city state expanded customer relationships maintaining regular followup processes rapport described promotional offers used persuasive sales techniques upsell services convince clients apply additional banking services partnered loan mortgage officers financial advisors provide clients optimal financial solutions held financial conversations clients prospects determine needs provide appropriate solutions established strong positive working relationships within organization contribute team success interviewed clients determine income expenses financial objectives risk tolerance order develop successful financial plans maintained friendly frontline coverage greeting assisting walkin customers promoting good first impressions clients discussed financial needs goals present investment options aligned clients financial status received processed deposits withdrawals loan payments keeping financial records uptodate engaged ongoing training education acquire knowledge financial products services changing economic conditions 102016 102020 structural apprentice united states air force usaf city state served two deployments assist air force building maintaining military bases assisted worked fellow airman complete missions stateside overseas worked closely mentors understand project objectives maintained organization cleanliness safety work areas completed semiskilled skilled work supervision fully qualified professionals embraced ongoing education learning opportunities develop new skills shadowed craft experts supervisors learn wide range simple complex techniques assisted colleagues accomplishing planned procedures activities increase productivity completed workshops offthejob training achieve job competencies prepared construction sites materials tools specific projects loaded unloaded equipment products engaged preparation work ready worksite installers followed company governmental health safety regulations trained new team members assisted tradesmen machine operators construction projects removed filled compacted earth education training 032022 bachelor arts finance university arizona global campus deans list gpa 36 point average