Chase Personal Banker Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Seeking employment as Personal Banker with CHASE Bank.

Highlights of Qualifications:

  • Immense experience in providing optimal customer services through outbound telephone calls
  • Exceptional knowledge of all banking product and services
  • Profound knowledge of retail banking services and loan products
  • Wide knowledge of cash handling processes for banking services
  • Ability to explain all services and products accurately to clients
  • Ability to comply to all operating policies and procedures
  • Ability to work on flexible schedule to cater to client requirements
  • Ability to present products and services on bank portfolio

Professional Experience:

Chase Personal Banker

Great Southern Bank, Colorado Springs, CO

August 2007 – Present

  • Analyzed customer requirements for all financial products and services.
  • Monitored all customer issues and assisted in efficient resolution of transactions.
  • Coordinated with customers and ensured face to face interactions.
  • Provided assistance to customers and administered all teller transactions accurately.
  • Managed all customer paperwork and ensured compliance to processing policies.
  • Analyzed client policies in bank and provided upgrade to present policies as per requirement.
  • Facilitated help for all customers in vase of any special services.

Chase Personal Banker

West Suburban Bank, Colorado Springs, CO

May 2004 – July 2007

  • Coordinated with customers and ensured regular interaction with clients.
  • Monitored various requests and complaints from all clients and ensured timely resolution.
  • Analyzed sales and service of all contact center employees and ensured efficiency.
  • Identified sales processes and assisted to make closing on all sales calls.
  • Provided assistance to all personal banking processes in coordination with supervisor.
  • Prepared documents for all accounts and assisted to minimize risks.
  • Participated in training programs to increase skills to facilitate sales.
  • Ensured compliance to all banking policies and procedures as per guidelines.


Bachelor’s Degree in Banking and Finance

Bismarck State College, Bismarck, ND