Retail Banker Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Highly talented and skillful Retail Banker seeking employment in a well know company.

Highlights of Qualifications:

  • Admirable experience in providing customer services to retail banking customers
  • Sound knowledge of various bank products and services
  • Immense knowledge of all bank policies and procedures for various transactions
  • Exceptional knowledge of developing and implementing business plans
  • Ability to facilitate promotion of various retail activities
  • Ability to resolve all customer issues efficiently
  • Ability to accept and process loan applications
  • Ability to cross sell to established customers
  • Ability to design strategies to maximize profit for bank

Professional Experience:

Retail Banker

Heartland Bank and Trust Company, Plains, PA

August 2007 – Present

  • Provided optimal level of customer services as per individual requirement.
  • Analyzed individual requirement of customers and recommended appropriate retail product.
  • Assisted customers with all consumer loan applications and processes.
  • Coordinated with customers and of required referred to other departments.
  • Developed sales objectives and prepared strategies to ensure achievement.
  • Ensured compliance to all retail banking policies and procedures.
  • Maintained confidentiality of all customer information for banking.
  • Provided appropriate feedback to all management for various customer activities.

Retail Banker

Woodforest National Bank, Plains, PA

May 2004 – July 2007

  • Assisted customers with all loan application details and acceptance.
  • Coordinated with various customers to close all loans for auto and home equity.
  • Managed all account inquiries from customers and provided assistance.
  • Performed various teller transactions to assist customer to open new accounts.
  • Facilitated selling of marketing product and services to prospective customers.
  • Reviewed customer requirements and developed strategies for additional sales.
  • Developed professional relationship with all retail partners.
  • Supervised activities for banking staff and provided training if required.


Bachelor’s Degree in Business

Lewis-Clark State College, Lewiston, ID