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Phone banker skills for your resume and career

Updated January 8, 2025
4 min read
Phone banker example skills
Below we've compiled a list of the most critical phone banker skills. We ranked the top skills for phone bankers based on the percentage of resumes they appeared on. For example, 21.9% of phone banker resumes contained customer service as a skill. Continue reading to find out what skills a phone banker needs to be successful in the workplace.

15 phone 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 phone bankers use customer service:
  • Provided account explanation such as funds availability and transaction history, as well as providing excellent customer service.
  • Receive frequent recognition and rewards for exceeding sales goals while caring deeply about providing exceptional customer service.

2. Customer Inquiries

Here's how phone bankers use customer inquiries:
  • Provided effective and timely resolution of a range of customer inquiries regarding financial services and banking transactions.
  • Provided timely resolution and offered financial solutions to complex customer inquiries through direct outbound contact.

3. Compliance Guidelines

Here's how phone bankers use compliance guidelines:
  • Maintained a high level of customer satisfaction while adhering to specific compliance guidelines.
  • Coordinated problem resolution within the compliance guidelines.

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.

Here's how phone bankers use bank products:
  • Service and manage customers accounts through inbound calls Explaining bank products and services Maintain time management for maximum productivity
  • Informed customers about various bank products Established effective relationships with existing clients.

5. Computer System

Here's how phone bankers use computer system:
  • Demonstrated ability in use of computer systems including mainframe and customer service and profiling databases.
  • Navigate through company computer systems and multiple windows while having customer interaction.

6. Treasury

Here's how phone bankers use treasury:
  • Serviced customers with commercial and treasury management accounts and make appropriate product recommendations.
  • Perform searches for debtor information using the Treasury Offset Web Client and FedDebt.

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7. 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 phone bankers use customer relationships:
  • Surpassed established goals for promoting and selling products and services to successfully expand and retain customer relationships.
  • Think critically, and develop customer relationships efficiently in a fast-paced, high volume environment.

8. Inbound Phone Calls

Here's how phone bankers use inbound phone calls:
  • Spend nearly 100% of time taking inbound phone calls involving customer's banking concerns, which involved some escalated issues.
  • Answered a high volume of inbound phone calls in order to resolve questions and concerns regarding consumer accounts.

9. Software Programs

Here's how phone bankers use software programs:
  • Demonstrated ability to think critically and communicate effectively, utilized multiple software programs to solve complex problems.
  • Performed data entry while utilizing various software programs in according with company policy.

10. Verbal Communication

Here's how phone bankers use verbal communication:
  • Demonstrated strong listening and verbal communication skills while maintaining and demonstrating a self-motivated and positive attitude.
  • Demonstrated oral and written verbal communication skills to help customers achieve financial goals.

11. Customer Accounts

Here's how phone bankers use customer accounts:
  • Exceeded aggressive sales goals daily by proactively profiling customer accounts and recommending beneficial products and/or services.
  • Reviewed customers charges and adjusted customer accounts while adhering to system guidelines and written procedures.

12. 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 phone bankers use product knowledge:
  • Presented Retail banking options using product knowledge to expand customer relations through consultative sales.
  • Demonstrated product knowledge and recommended additional services.

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.

Here's how phone bankers use financial products:
  • Recommended financial products to grow customer financial portfolios.
  • Provide financial products & services which include, checking and savings account, credit cards, loans and lines of credit.

14. Offering Products

Here's how phone bankers use offering products:
  • Educated customers about managing accounts by offering products and services.
  • Assist customers by resolving customer concerns over the phone by offering products and services that meet customers' ongoing financial needs.

15. Bank Policies

Here's how phone bankers use bank policies:
  • Comply with bank policies and procedures to help mitigate risk and prevent losses to the bank.
  • Educated customers on bank policies and procedures, resulting in better informed customer decisions.
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List of phone banker skills to add to your resume

Phone banker skills

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

  • 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
  • Credit Card Accounts
  • AHT
  • Hogan
  • Quality Customer Service
  • Business Accounts
  • Floor Support
  • Check Orders
  • Professional Knowledge
  • CIV
  • ATM
  • Balance Transfers
  • Upselling
  • Product Solutions
  • Balance Inquiries
  • Introduce Products
  • Customer Loyalty
  • Sales Referrals
  • Account Issues
  • Referral Rate
  • Top-Notch Customer Service

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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