Phone Banker Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Result-oriented and positive thinking Phone Banker looking for a job within your firm.

Highlights of Qualifications:

  • Admirable experience in providing training to all new employees to provide customer services over phone
  • Deep knowledge of various financial products of bank
  • Profound knowledge of various banking and customer service regulations
  • Ability to resolve all banking issues for clients
  • Ability to cross-selling products and services
  • Ability to provide information regarding products and services
  • Ability to identify and report instances of possible fraud
  • Ability to multi task and prioritize work as per requirement
  • Ability to resolve all customer issues over phone and email
  • Ability to perform basic math in everyday activities

Professional Experience:

Phone Banker

Wells Fargo, Westfield, MA

August 2007 – Present

  • Performed everyday interactions with customers and managed all waiting calls within timeframe.
  • Greeted all customers patiently and ensured pleasant tone throughout conversation.
  • Maintained knowledge of all customer requirements and provided appropriate responses.
  • Administered processing of all transactions within required timeframe and accurately.
  • Managed routine processing of all consumer and business transactions.
  • Prepared and mailed required documents to clients on regular basis.
  • Ensured customer satisfaction at end of every call and thanked the customer.
  • Provided all confidential information to caller only after authenticating identification of caller.

Phone Banker

TruStone Financial, Westfield, MA

May 2004 – July 2007

  • Evaluated client identification before providing information on client accounts.
  • Assisted in issuing debit cards to customers and closing cards.
  • Coordinated with clients and provided optimal level of customer services.
  • Informed clients of any additional and new products and services of bank.
  • Provided immediate response to all complex issues of premier customers over phone.
  • Performed research if required to resolve all customer issues.
  • Analyzed customer issues and if required transferred phone call to senior members.
  • Processes various complex transactions online


Bachelor’s Degree in Business

Academy Of Art University, San Francisco, CA