Sample Telephone Banker Resume

Posted in Banker Resume Examples

Nora Ebert
4874 Shearwood Forest Drive
Keene, NH 3431

Job Objective Seeking employment as Telephone Banker.

Highlights of Qualifications:

  • Immense experience in providing excellent customer services to all customers calling in call center
  • Excellent knowledge of all financial products and services of bank
  • Sound knowledge of providing appropriate information to clients over phone
  • Wide knowledge of telephone etiquettes towards clients
  • Ability to coordinate with various customers over phone and email
  • Ability to handle all customers professionally
  • Ability to propose referral opportunities to customers
  • Ability to resolve all customer issues responsibly

Professional Experience:

Telephone Banker
MB Financial, Keene, NH
August 2007 – Present

  • Obtained all customer information through research and assisted to resolve issues.
  • Conducted regular interviews with customers to establish all banking service requirements.
  • Provided assistance to open accounts such as loan product savings.
  • Assisted customers to recommend appropriate financial product and services.
  • Developed and ensured achievement of all department objectives.
  • Maintained record of performance on monthly and quarterly basis for telephone banking manager.
  • Ensured achievement of all retail banking incentive program objectives.
  • Provided information to customers as per federal and state regulations.

Telephone Banker
First Midwest Bank, Keene, NH
May 2004 – July 2007

  • Maintained regular checks on all account balances for withdrawals and deposits.
  • Assisted to transfer funds between two accounts.
  • Monitored specific accounts and checked interest on each.
  • Gathered all loan and line of credit information over phone.
  • Provided regular assessment of all retirement account information.
  • Assisted customer to locate all bank branches and ATM on phone.


Bachelor’s Degree in Accounting
Rocky Mountain College, Billings, MT

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