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Personal banker skills for your resume and career

Updated January 8, 2025
4 min read
Personal banker example skills
Below we've compiled a list of the most critical personal banker skills. We ranked the top skills for personal bankers based on the percentage of resumes they appeared on. For example, 9.6% of personal banker resumes contained customer relationships as a skill. Continue reading to find out what skills a personal banker needs to be successful in the workplace.

15 personal banker skills for your resume and career

1. 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 personal bankers use customer relationships:
  • Build quality personal or business customer relationships by proactively recommending appropriate bank products, accounts, loans and various financial products.
  • Cultivated and managed customer relationships with targeted customer segments by establishing a referral network for the development of customer relationships.

2. Cross-Sell

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

Here's how personal bankers use cross-sell:
  • Managed customer s portfolio while identifying cross-sell opportunities to increase acquisition of customer s financial and credit services.
  • Identified and maximized new account sales and cross-sell opportunities, utilizing customer profiling to develop book of business.

3. Customer Satisfaction

Here's how personal bankers use customer satisfaction:
  • Trained in banking procedures and customer relations Excelled in Customer service: Customer satisfaction surveys measured my customer service attributes.
  • Possess excellent communication skills, both written and verbal and outstanding customer service achieving both customer satisfaction and retention.

4. NMLS

Here's how personal bankers use nmls:
  • Complied with federal and international compliance regulations and procedures, along with completion of NMLS origination licensing.
  • Maintain National Mortgage Licensing System (NMLS) registration and Notary Certification

5. 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 personal bankers use bank products:
  • Designated Citibank at Work Representative to help market Citibank products and services to participating Citibank at Work Employers.
  • Developed business opportunities and generated sales of bank products to consumers and small businesses.

6. 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 personal bankers use financial services:
  • Preformed and supported operational financial service, processed new account transactions; assisting customers with various account and financial services.
  • Perform intermediate duties and support related bank operational activities and financial services to process all new account transactions.

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7. Cash Handling

Here's how personal bankers use cash handling:
  • Provided unsurpassed customer service and exceeded in numerous cash handling transactions, avoiding error and resulting in consistent recognition in operations.
  • Cash Handling -Performed teller duties including processing deposits, payments and withdrawals, along with balancing responsibility.

8. Good Judgment

Here's how personal bankers use good judgment:
  • Serve clients in a courteous and professional manner by using good judgment within prescribed limits regarding the validity of accounts requested.
  • Exercise good judgment making decisions while simultaneously finding reasonable solutions to situations in accordance with Bank's policies and procedures.

9. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how personal bankers use product knowledge:
  • Developed and maintained account relationships, provided solutions and resolved customer concerns through service quality and product knowledge.
  • Profile every new member and existing customer to identify opportunities for providing customer-focused product knowledge and support.

10. Math

Here's how personal bankers use math:
  • Demonstrate understanding of advanced math functions that allow for analysis of credit and financial information.
  • Counted upon for accuracy and math skills.

11. Cross-Selling

Here's how personal bankers use cross-selling:
  • Developed customer base through cross-selling products and servicing existing clients, developed new business through interaction with internal and external resources.
  • Assisted customers in resolution of account issues with a heavy emphasis on cross-selling towards customer retention and relationship building.

12. Client Relationships

Here's how personal bankers use client relationships:
  • Generated new client relationships by actively marketing consumer and business product lines to companies and individuals through proactive solicitation of business.
  • Identified opportunities to cross-sell bank products or services; successfully expanded client relationships resulting in an increase customer retention and satisfaction.

13. Strong Customer Service

Here's how personal bankers use strong customer service:
  • Established relationships with customers in a strong customer service environment.
  • Open and close customer accounts, inputting and closing loans, providing strong customer service, helping customers with their banking needs

14. Financial Solutions

Here's how personal bankers use financial solutions:
  • Focused on developing, retaining and expanding banking relationships with clients by tailoring financial solutions to satisfy specific client needs.
  • Established close working relationships with assigned Business Partners, referring customers when appropriate to provide timely, and financial solutions.

15. 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 personal bankers use phone calls:
  • Accepted escalated phone calls that demanded supervisory handling to expedite resolutions that required a working knowledge of all aspects.
  • Answered phone calls and assisted customers if I could, or referred them to a higher qualified Personal Banker for assistance.
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List of personal banker skills to add to your resume

Personal banker skills

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

  • Customer Relationships
  • Cross-Sell
  • Customer Satisfaction
  • NMLS
  • Bank Products
  • Financial Services
  • Cash Handling
  • Good Judgment
  • Product Knowledge
  • Math
  • Cross-Selling
  • Client Relationships
  • Strong Customer Service
  • Financial Solutions
  • Phone Calls
  • Loan Applications
  • Outbound Sales
  • Related Training
  • Develop Strong Relationships
  • Bank Policies
  • Taking Care
  • Good Communication
  • Financial Transactions
  • Profiling
  • Excellent Interpersonal
  • Mobile Banking
  • Outbound Calls
  • Loan Payments
  • Exceptional Client
  • Account Maintenance
  • Securities
  • Treasury
  • Savings Accounts
  • Financial Advice
  • Bank Secrecy Act
  • Problem Resolution
  • Customer Issues
  • Bank Services
  • Customer Transactions
  • ATM
  • Provide Customer Support
  • Credit Card
  • Customer Inquiries
  • Customer Complaints
  • Loan Products
  • Wire Transfers
  • Account Opening
  • Financial Products
  • Investment Products
  • Credit Applications

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.

Updated January 8, 2025

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