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Personal banking assistant skills for your resume and career
15 personal banking assistant skills for your resume and career
1. Quality Customer Service
- Provided quality customer service and support to bankers and store management.
- Achieved aggressive sales goals and provided high quality customer service.
2. Branch Management
- Provided training, service, and support to branch management and staff, to increase investment/bank share of client base.
- Communicate between customers, branch management and underwriters to ensure the loan process is moving and all documentation is received.
3. Loan Payments
- Accept retail and commercial deposits, loan payments, process checking and savings account withdrawals, check cashing.
- Provide quality customer service while opening accounts, processing loan payments and providing detailed customer information.
4. 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.
- Performed personal banker functions, Serviced all bank products including Personal loans, Mortgages and Auto Loans.
- Helped train new employees to become knowledgeable advocates of bank products and customer satisfaction.
5. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Assisted 100+ customers with filing credit and loan applications; helped creditor officers in collecting and reviewing records and evaluating the assets
- Worked in the Call Center for two years processing car applications, recreational vehicles and other various loan application requests.
6. 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.
- Job Duties include building and managing lifelong customer relationships.
- Maintain customer relationships for the Bank.
7. Wire Transfers
A wire transfer is an electronic bank transaction where funds are transferred from one person to another. The transfer can be within the same bank or from one bank to another. Wire transfer makes it possible to transfer money to anyone anywhere in the world and to also transfer money to multiple accounts seamlessly regardless of location.
- Execute bank's operational activities such as wire transfers, debit & credit card registration, and new accounts documentation.
- Research and resolve account problems and follow up with clientele * Initiate wire transfers.
8. 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.
- Reconciled ATM and audited non-monetary documents.
- Audited the Branch Operations Manager and tellers to ensure vault, ATM, and personal drawer complied with the bank policy.
9. Commercial Loans
- Guide prospective customers for a personal, mortgage and commercial loans to fill their application.
- Assist in the completion of consumer and commercial loans.
10. Customer Transactions
The sale, rental, allotment, and disposition of personal belongings are called customer transactions. In simpler terms, customer transaction is purchasing or renting a service or a product for personal gain in exchange for money or any other private belonging.
- Trained new colleagues on opening and closing procedures, customer transactions, as well as product knowledge.
- Processed a high volume of customer transactions at the teller window with responsibility for daily balancing.
11. Savings Accounts
- Provided financial and credit services to customers, including consumer checking/savings accounts and personal loans/credit cards.
- Provided business customers with financial advice regarding business checking/savings accounts and business lines of credit.
12. Customer Accounts
- Opened bank accounts, provided homeowners insurance to clients, serviced customer accounts and solved customer issues.
- Handled over 200 high net worth foreign customer accounts.
13. Financial Products
Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.
- Identified customer needs and referred financial products and services; resolve customer issues while providing excellent customer service 3.
- Increased deposit and loan volume by recommending financial products and services to meet the customers' needs.
14. Real Estate
Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.
- Assisted the Bank President in every aspect of loans that included consumer, commercial and real estate loans including collections.
- Completed R/E Memorandums for all real estate secured loans.
15. Account Types
- Provided information to current as well as prospective customer's eligibility, account types, loan products and any other services.
- Cross selling products and services; Opening, maintaining and closing of all account types, branch clerical Duties.
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List of personal banking assistant skills to add to your resume
The most important skills for a personal banking assistant resume and required skills for a personal banking assistant to have include:
- Quality Customer Service
- Branch Management
- Loan Payments
- Bank Products
- Loan Applications
- Customer Relationships
- Wire Transfers
- ATM
- Commercial Loans
- Customer Transactions
- Savings Accounts
- Customer Accounts
- Financial Products
- Real Estate
- Account Types
- Customer Inquiries
- Account Maintenance
- Address Changes
- Bank Services
- Credit Reports
- Bank Policy
- Financial Services
- PowerPoint
- Business Accounts
- Debit Cards
- BSA
- Financial Solutions
- Financial Analysis
- Bank Accounts
- ACH
- Financial Statements
- Customer Issues
Updated January 8, 2025
