Phone banker resume examples for 2025
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How to write a phone banker resume
Craft a resume summary statement
A well-written resume summary is basically an elevator pitch. You are summing up your skills and experience in a few sentences to wow recruiters, hiring managers, and decision makers into giving you an interview. Here are some tips to putting your best foot first with your resume summary:
Step 1: Start with your current job title, or the one you aspire to. Are you a passionate manager? A skilled analyst? It's a good starting point.
Step 2: Next put your years of experience in phone banker-related roles.
Step 3: Now is the time to put your biggest accomplishment or something you are professionally proud of.
Step 4: Read over what you have written. It should be 2-4 sentences. Your goal is to summarize your experience, not recite your resume.
These four steps should give you a strong elevator pitch and land you some phone banker interviews.Hi, I'm Zippi, your job search robot. Let me write a first draft of your summary statement.
List the right project manager skills
Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:
- You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
- Include as many relevant hard skills and soft skills as possible from the listing.
- Use the most up to date and accurate terms. Don't forget to be specific.
Here are example skills to include in your “Area of Expertise” on a phone banker resume:
- Customer Service
- Customer Inquiries
- Compliance Guidelines
- Bank Products
- Computer System
- Treasury
- Customer Relationships
- Inbound Phone Calls
- Software Programs
- Verbal Communication
- Customer Accounts
- Product Knowledge
- Financial Products
- Offering Products
- Bank Policies
- Bank Accounts
- Customer Calls
- Customer Interaction
- Financial Services
- Account Maintenance
- Outbound Calls
- Fraud Claims
- Savings Accounts
- Account Balances
- Customer Complaints
- Account Inquiries
- Debit Cards
- QA
- Customer Issues
- Federal Regulations
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How to structure your work experience
A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.
- Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
- Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
- Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.
How to write phone banker experience bullet points
Effective job bullet points do more than just describe your job duties. Instead, they should be specific and measurable accomplishments. Here are some strategies to mastering job bullet points:
- Use strong action verbs like Led, Built, or Optimized.
- Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
- Wrap it up by explaining the actions you took to achieve the result and how you made an impact.
Here are examples from great phone banker resumes:
Work history example #1
Phone Banker
Citizens State Bank
- Maintained customer satisfaction by delivering 95% QAA performance scores.
- Licensed with NMLS as a loan originator.
- Worked well with the mainframe systems CIV, LV and Hogan.
- Provided inquires on service charge on the customer ATM debit card usage.
- Opened and closed accounts for customers, updated account information, set up automatic transfers, and ordered ATM/ Debit cards.
Work history example #2
Member Service Specialist
AT&T
- Complied and exceeding Federal Communication Commission (FCC) regulations while assisting customers with online billing concerns and website navigation.
- Provided customers Products and services to meet their Internet Services goals identified opportunities for additional sales.
- Provided customer support to wireless customers that includes billing, troubleshooting, provisioning and explaining accounts to customers.
- Received official Micro Soft Training in Explorer, Word, Excel and PowerPoint as well as other computer programs.
- Assisted customer with troubleshooting, billing, service inquiries for local, wireless, internet and VoIP service.
Work history example #3
Phone Banker
Bank of America
- Established new customer deposit and financial products, recognize and refer cross-sell opportunities to customers.
- Assisted with teller functions as well as was in charge of weekly maintenance and balancing of the ATM.
- Processed transactions accurately and efficiently in accordance with established policies and procedures.
- Conducted financial analysis of clients current financial position to identify investment objectives and cross-sell other financial products.
- Used investment instruments in complex option hedging strategies and trading scenarios, including fixed income and equity securities.
Work history example #4
Banker
Wells Fargo
- Partnered with Stuart Williams NMLS# 457667 & developed sales plan.
- Achieved promotional advancement from earlier position.
- Ensured timely fulfillment by bridging sales and operations functions and fostering communications.
- Developed and implemented strategic proposals to maximize customer's financial portfolios.
- Developed and delivered high-impact sales presentations designed to market and cross-sell retail banking products/services to customers and prospects.
You can let Zippi customize your resume.
Add an education section to your resume
The education section should display your highest degree first.
Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.
If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.
Here are some examples of good education entries from phone banker resumes:
High School Diploma
2003 - 2003
Bachelor's Degree in finance
University of Iowa, Iowa City, IA
2007 - 2010
Highlight your phone banker certifications on your resume
If you have any additional certifications or education-like achievements, add them to the education section.
Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.
Here are some of the best certifications to have on phone banker resumes:
- Certified Sales Professional (CSP)
- Microsoft Office Specialist: Expert (Office 365 and Office 2019)
- Certified Professional - Human Resource (IPMA-CP)
- Professional Credit Associate (PCA)
- HIPAA Professional (HIPAAP)
- Certified Medical Office Manager (CMOM)
- Certified Management Accountant (CMA)
- Microsoft Certified Professional (MCP)