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Banking services clerk skills for your resume and career

Updated January 8, 2025

5 min read

Below we've compiled a list of the most critical banking services clerk skills. We ranked the top skills for banking services clerks based on the percentage of resumes they appeared on. For example, 15.6% of banking services clerk resumes contained outbound calls as a skill. Continue reading to find out what skills a banking services clerk needs to be successful in the workplace.

15 banking services clerk skills for your resume and career

1. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how banking services clerks use outbound calls:

Performed more than 20 outbound calls for service/sales follow ups in support of team goals per week.
Make inbound and Outbound calls to boost sales and promptly reply to phone inquiries and e-mails.

2. Bank Policies

Here's how banking services clerks use bank policies:

Executed customer transactions quickly and efficiently for an average of 30 customers per day in accordance with bank policies.
Ensured compliance with bank policies and protocols, including security, customer service, and reporting standards.

3. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how banking services clerks use bank products:

Offered standard bank products: saving, checking, business, certificates of deposit (CD) and IRA accounts.
Provide friendly customer service while preparing, calculating, and processing paying/receiving transactions; also cross selling bank products.

4. Cross-Sell

Cross-selling is the activity of selling various products or services to a consumer to add the sale value.

Here's how banking services clerks use cross-sell:

Refer and cross-sell Personal Banking customer to Personal Bankers as appropriate to meet their banking and investment needs.
Increased cross-sell in the branch through consistent needs assessment conversations that identified additional opportunities and referrals.

5. Cross-Selling

Here's how banking services clerks use cross-selling:

Maximized revenue opportunities by cross-selling products and services, including training operations personnel on how to identify potential add on situations.
Facilitated timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.

6. Quality Customer Service

Here's how banking services clerks use quality customer service:

Interact, and provide quality customer service to new, existing, and potential client.
Provided prompt quality customer service and performed wide range of services and problem resolution.

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7. Operational Quality

Here's how banking services clerks use operational quality:

Perform routine office and administrative duties as well as maintains operational quality and standards.

8. Service Transactions

Here's how banking services clerks use service transactions:

Performed service transactions for the financial center by conducting research and following up with customers.
Perform or delegate service transactions to include wiring of funds both international and domestic.

9. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how banking services clerks use account maintenance:

Assist Personal Bankers and customers on a daily basis with account maintenance.
Posted transactions to customers accounts Corrected processing errors Answered phone-calls and assisted Bankers General Bank Account Maintenance

10. Bank Secrecy Act

Here's how banking services clerks use bank secrecy act:

Adhere to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act.
Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, and USA Patriot Act.

11. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how banking services clerks use financial services:

Developed a comprehensive operational understanding of the financial services industry, in addition to keeping up-to-date with new products and services.
Maintained excellent customer relationships, serving trust and confidence, by providing accurate and efficient financial services.

12. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how banking services clerks use phone calls:

Answer phone calls and proceed with helping the customer as needed.
Answer phone calls with proper phone etiquette Accurately process and verify deposits

13. Debit Cards

Here's how banking services clerks use debit cards:

Order checks and debit cards as requested.
Receive a high volume of calls, provide customers with their Acct balance, order/ replace debit cards and, checks.

14. ATM

ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.

Here's how banking services clerks use atm:

Proved Internet banking entries daily, dealt with all aspects of the ATM and electronic banking departments.
Demonstrate ability to balance the bank vault and ATM system to ensure correct cash balances.

15. Cash Handling

Here's how banking services clerks use cash handling:

Process customer transactions, cross sell, sales, deposits, cash handling
Cash Handling Large Deposits Customer service Sales goals

5 Banking Services Clerk resume examples

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List of banking services clerk skills to add to your resume

The most important skills for a banking services clerk resume and required skills for a banking services clerk to have include:

Outbound Calls
Bank Policies
Bank Products
Cross-Sell
Cross-Selling
Quality Customer Service
Operational Quality
Service Transactions
Account Maintenance
Bank Secrecy Act
Financial Services
Phone Calls
Debit Cards
ATM
Cash Handling
Customer Complaints

Problem Resolution
Wire Transfers
Customer Satisfaction
Security Guidelines
Service Charges
Processing Deposits
Loan Payments
Mobile Banking
Profiling
ACH
Retail Products
Customer Accounts
Financial Products
Credit Card
Cash Drawers
Cash Flow Analysis

Bank Services
Customer Relations
Customer Issues
Customer Inquiries
Savings Accounts
Loan Applications
Product Knowledge
Inbound Calls
Account Services
Bank Accounts
Customer Problems
Customer Transactions
Telephone Inquiries
Cold Calls
Business Accounts
Address Changes

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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