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Branch banker skills for your resume and career

Updated January 8, 2025
4 min read
Below we've compiled a list of the most critical branch banker skills. We ranked the top skills for branch bankers based on the percentage of resumes they appeared on. For example, 15.6% of branch banker resumes contained customer service as a skill. Continue reading to find out what skills a branch banker needs to be successful in the workplace.

15 branch banker skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how branch bankers use customer service:
  • Deliver an exceptional quality of customer service to ensure customer satisfaction.
  • Excelled in customer service and consistently managed transactions quickly and accurately.

2. Excellent Interpersonal

Here's how branch bankers use excellent interpersonal:
  • Demonstrated strong oral and written communication skills and possess excellent interpersonal and customer relations skills.
  • Provided excellent interpersonal/communication skills while assisting clients with problem resolution and perform maintenance.

3. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how branch bankers use customer relationships:
  • Solicited new and expanded existing customer relationships in market territory.
  • Provide selling skills, tips, and techniques needed to close sales and retain customer relationships.

4. Financial Solutions

Here's how branch bankers use financial solutions:
  • Focus on delivering financial solutions to a diverse client population.
  • Help clients achieve financial solutions by providing retail loans.

5. Loan Payments

Here's how branch bankers use loan payments:
  • Assist with teller transactions including Deposits, withdrawals, loan payments, cash advances and purchases of monetary instruments as needed.
  • Perform teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits.

6. 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 branch bankers use bank products:
  • Achieve goals by expanding existing relationships, acquiring new relationships, and leveraging bank products and services.
  • Facilitate quarterly financial wellness seminars with clients and recommend bank products that fit their financial needs.

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7. Operational Procedures

The operational procedure means the prescriptive documents that describe processes involving several partners. The involved techniques get utilized in defining the related work.

Here's how branch bankers use operational procedures:
  • Implemented and enforced regulatory requirements and company policies to ensure 100% compliance for financial and operational procedures.
  • Adhere to internal controls, operational procedures and risk management policies.7.

8. Address Changes

Here's how branch bankers use address changes:
  • account reconciliation, address changes, stop payments, account closings, transfer, processing check orders).

9. Cross-Selling

Here's how branch bankers use cross-selling:
  • Increased branch revenue and sales through successful cross-selling business products and services to new and existing customers.
  • Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.

10. Bank Policies

Here's how branch bankers use bank policies:
  • Maintained the daily operations of the branch by completing teller transactions and adhering to bank policies and financial regulation.
  • Coach, develop and Growth Plan for All Associates Level utilizing Bank Policies and Guidelines.

11. Client Transactions

Here's how branch bankers use client transactions:
  • Provide timely and efficient completion of client transactions while maintaining accurate records.
  • Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.

12. Bonds

Here's how branch bankers use bonds:
  • Issue cashier's checks, redeem U.S. Savings Bonds.
  • Perform day to day teller transactions; selling traveler's checks and bonds, balancing cash & handling foreign currency.

13. Reconciliations

Here's how branch bankers use reconciliations:
  • Cash management, Prepare monthly account reconciliations, and Coordinate payroll processing.

14. NMLS

Here's how branch bankers use nmls:
  • Open, close, and maintain accounts or lines of credit while maintaining Registered Notary and NMLS number.
  • Send and receive wire transfers, NMLS certified, handle client complaints, etc.

15. Origination

Here's how branch bankers use origination:
  • Support all daily operations of the branch, including timely completion of client transactions and origination of loans.
  • Execute the loan origination process, including ordering credit reports and appraisals.
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List of branch banker skills to add to your resume

Branch banker skills

The most important skills for a branch banker resume and required skills for a branch banker to have include:

  • Customer Service
  • Excellent Interpersonal
  • Customer Relationships
  • Financial Solutions
  • Loan Payments
  • Bank Products
  • Operational Procedures
  • Address Changes
  • Cross-Selling
  • Bank Policies
  • Client Transactions
  • Bonds
  • Reconciliations
  • NMLS
  • Origination
  • Financial Services
  • BOM
  • Merchant Services
  • Client Calls
  • Securities
  • Retail Loan
  • Cash Handling
  • ATM
  • Client Problem Resolution
  • Mobile Banking
  • Audit Guidelines
  • Product Recommendations
  • Professional Client Service
  • Notary
  • Performance Reviews
  • Cash Management
  • Client Relationships
  • Exceptional Client
  • Product Knowledge
  • Commercial Banking
  • Training Classes
  • Financial Products
  • Savings Accounts
  • Account Maintenance
  • Loan Applications
  • Business Clients
  • Federal Regulations
  • Credit Card
  • Wire Transfers

Updated January 8, 2025

Zippia Research Team
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.

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