Phone Banker Resume Example

Feel free to use this Phone Banker Resume example to update your own resume. Even though this is a free resume example, it is important to adjust your own resume to present your relevant work history and skills according to the job you are applying for.

Our resume examples are written by certified resume writers and is a great representation of what hiring managers are looking for in a Phone Banker Resume. Use this example for reference as you create your own resume or use this easy resume builder that will guide you through every step of your building your resume in just a few minutes.

Also, see our sample for Phone Banker Responsibilities and Duties.

Here is the Phone Banker Resume example:

Krista George

3474 Kinney Street

Westfield, MA 1085



Job Objective Result-oriented and positive thinking Phone Banker looking for a job within your firm.

Highlights of Qualifications:

  • Admirable experience in providing training to all new employees to provide customer services over phone
  • Deep knowledge of various financial products of bank
  • Profound knowledge of various banking and customer service regulations
  • Ability to resolve all banking issues for clients
  • Ability to cross-selling products and services
  • Ability to provide information regarding products and services
  • Ability to identify and report instances of possible fraud
  • Ability to multi task and prioritize work as per requirement
  • Ability to resolve all customer issues over phone and email
  • Ability to perform basic math in everyday activities

Professional Experience:

Phone Banker

Wells Fargo, Westfield, MA

August 2007 – Present

  • Performed everyday interactions with customers and managed all waiting calls within timeframe.
  • Greeted all customers patiently and ensured pleasant tone throughout conversation.
  • Maintained knowledge of all customer requirements and provided appropriate responses.
  • Administered processing of all transactions within required timeframe and accurately.
  • Managed routine processing of all consumer and business transactions.
  • Prepared and mailed required documents to clients on regular basis.
  • Ensured customer satisfaction at end of every call and thanked the customer.
  • Provided all confidential information to caller only after authenticating identification of caller.

Phone Banker

TruStone Financial, Westfield, MA

May 2004 – July 2007

  • Evaluated client identification before providing information on client accounts.
  • Assisted in issuing debit cards to customers and closing cards.
  • Coordinated with clients and provided optimal level of customer services.
  • Informed clients of any additional and new products and services of bank.
  • Provided immediate response to all complex issues of premier customers over phone.
  • Performed research if required to resolve all customer issues.
  • Analyzed customer issues and if required transferred phone call to senior members.
  • Processes various complex transactions online


Bachelor’s Degree in Business

Academy Of Art University, San Francisco, CA

  • 1.0.0Version
  • 522Download
  • 1File Count
  • March 1, 2022Create Date
  • March 1, 2022Last Updated