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Telephone banker skills for your resume and career

Updated January 8, 2025
5 min read
Below we've compiled a list of the most critical telephone banker skills. We ranked the top skills for telephone bankers based on the percentage of resumes they appeared on. For example, 21.0% of telephone banker resumes contained customer service as a skill. Continue reading to find out what skills a telephone banker needs to be successful in the workplace.

15 telephone 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 telephone bankers use customer service:
  • Provided accurate and appropriate information in response to customer inquiries and addressed customer service inquiries in a timely and accurate fashion.
  • Tackle Customer issues in an efficient and effective manner Perform basic checking/savings account maintenance Provide a world class customer service experience

2. Inbound Calls

Here's how telephone bankers use inbound calls:
  • Received inbound calls from our external customers that had a checking, savings, and loan account with Chase bank.
  • Handle 100-150 inbound calls pertaining to servicing banking accounts and assist in resolving and researching day to day customer inquiries.

3. Customer Inquiries

Here's how telephone bankers use customer inquiries:
  • Researched customer inquiries and other customer originated services with the intent of enhancing customer retention and exploring additional sales opportunities.
  • Resolved customer inquiries and questions regarding consumer accounts with a consistent focus on service excellence.

4. Credit Card

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

Here's how telephone bankers use credit card:
  • Collected information on past due amounts in different stages for credit cards, overdrawn checking and savings account, and fraud.
  • Offered customers the right products like credit cards, savings accounts, lines of credit and other products available at Chase.

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.

Here's how telephone bankers use loan applications:
  • Accepted and reviewed loan applications, approve and post loans up to the assigned limit, run credit reports.
  • Originated Home Equity, Home Equity Lines of Credit, Home Improvement, and other consumer loan applications.

6. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how telephone bankers use financial transactions:
  • Handled customer and business inquiries relating to deposits and financial transactions by utilizing the organization's computer software.
  • Received incoming calls respond to customers needs, offered financial products and performed financial transactions.

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7. 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 telephone bankers use bank products:
  • Educated customers about Bank products and services, up sells, cross-sells and other products based on the customer's needs.
  • Promoted bank products and services to customers along with establishing and maintaining the company's policy concerning call volume per employee.

8. Bank Accounts

Here's how telephone bankers use bank accounts:
  • Assisted customers with calls ranging from checking bank accounts to helping lock down accounts and prepping to transfer customer to fraud prevention
  • Handle bank accounts with discretion to ensure customer's personal information is secure in our system.

9. Account Balances

When viewing one's bank account, the Account Balance is the information which represents how much money and of what kind is found on said account. It is often simply referred to as ‘the balance'.

Here's how telephone bankers use account balances:
  • Assisted customers as a Telephone Banker for the Houston Contact center with account balances, closing and stop payments on checks.
  • Worked with customers on banking needs such as, account balances, banking questions and any transaction questions over the phone.

10. Problem Resolution

A problem resolution refers to how a person identifies the problem, determining its cause, creating a reasonable solution, and implementing a conclusion. With the help of a client specialist, it is easier to handle such a situation. Problem resolution plays a vital role in helping resolve problems efficiently and effectively.

Here's how telephone bankers use problem resolution:
  • Handled irate customers in a supervisory capacity while providing exceptional service and problem resolution.
  • Implemented problem resolution strategies for the management of bilingual clientele deposit accounts.

11. Customer Accounts

Here's how telephone bankers use customer accounts:
  • Provided conflict resolution with customer accounts.
  • Answered incoming calls regarding customer accounts.

12. Customer Calls

Here's how telephone bankers use customer calls:
  • Accepted inbound customer calls regarding bank policies and specific account questions, provided suggestions and solutions to maintain customer relationships
  • Serviced inbound customer calls regarding account information and various services.

13. Windows

Windows is a chain of operating systems that controls a computer and is developed by Microsoft. Every version of Windows consists of GUI (graphical user interface), with a desktop that allows the user to open their files.

Here's how telephone bankers use windows:
  • Served as a telephone liaison for Chase retail and on-line banking, utilizing bank computer software in a Windows environment.
  • Utilized all available resources including banker software applications in a Windows environment to meet the needs of the customer.

14. Bank Services

Here's how telephone bankers use bank services:
  • Provided customers with the necessary information to manage their accounts efficiently while promoting bank services and seeking referrals to specialists.
  • Ensured phone banking activities inclusive of direct mail, telemarketing, and cross-selling of bank services and products.

15. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how telephone bankers use account maintenance:
  • Performed various service transactions and account maintenance.
  • Process new client accounts, customer retention and implementing requested changes to existing accounts and performing other account maintenance.
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List of telephone banker skills to add to your resume

Telephone banker skills

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

  • Customer Service
  • Inbound Calls
  • Customer Inquiries
  • Credit Card
  • Loan Applications
  • Financial Transactions
  • Bank Products
  • Bank Accounts
  • Account Balances
  • Problem Resolution
  • Customer Accounts
  • Customer Calls
  • Windows
  • Bank Services
  • Account Maintenance
  • Savings Accounts
  • Outbound Calls
  • Debit Cards
  • Account Inquiries
  • Customer Issues
  • Customer Complaints
  • Troubleshoot
  • Funds Transfers
  • ATM
  • Loan Payments
  • Customer Relationships
  • Telephone Calls
  • Business Accounts
  • Relationship Building
  • Bank Policies
  • Wire Transfers
  • Telephone Inquiries
  • Financial Services
  • Financial Products
  • Loan Accounts
  • Quality Customer Service
  • Check Orders
  • Account Transfers
  • Manage Customer Expectations
  • Customer Problems
  • Address Changes
  • Telephone Banking
  • Customer Request
  • Consumer Accounts
  • Account Issues
  • Account Transactions
  • CDS
  • Technical Issues
  • Account Holders

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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