Resume Templates: Retail Banker


Resume Templates: Retail Banker

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Joshua Lindy

100 Broadway Lane

New Parkland, CA, 91010

Cell: (555) 987-1234


Experienced Retail Banker with history of providing a high level of customer service for financial institutions. With a heavy background in staffing phone banks and offering assistant through Internet channels, have the knowledge for helping customers answer their questions, fill out paperwork, replace debit cards or navigate a website. Accurate and detail oriented, can promise to build customer loyalty and solidify brand name.


  • Know general banking procedures
  • Familiar with accounting
  • Withdrawals and deposits
  • Cashier checks and money orders
  • Account information and research
  • Home, car and business loans
  • MIS reporting
  • Cost allocation modules
  • Oracle and SQL

Work Experience

March 2007 to Present Amble Third National Bank, New Cityland, CA Executive Retail Banker
  • Supervised the development and implementation of sales operation and banking center services.
  • Voted Teller of the Year twice.
  • Collaborate with Branch Manager in the design of market product plans.
  • Assist in risk evaluations for customer and market needs.
  • Member of Risk Evaluation Team, conducting regular assessment of services provided by banking center.
  • Train junior staff in goal setting and banking procedures.
March 2002 to February 2007 Masterson Financial Group, New Cityland, CA Retail Banker
  • Worked Customer Service desk three time a week, providing face-to-face and telephone support.
  • Oversaw cross-training of incoming associates.
  • Reviewed credit and loan applications.


2002 California High School, New Cityland, CA High school diploma