Banking Customer Service Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

Looking for a position of a Customer Service Representative with “ABC National Bank” where I can use my exceptional computer skills and knowledge of banking services to provide customer satisfaction and ensure client retention.

Summary of Skills:

  • Excellent in cash handling and cash processing

  • Good knowledge about banking sector and ability to handle multiple client requests simultaneously

  • Proficient in handling computer applications like word processing, spreadsheets, mail and banking software

  • Excellent communication skills and ability to resolve customer grievances

  • Basic knowledge about state and federal legislation applicable to the banking industry

Work Experience:

Bank Customer Service Representative

City Bank, Solon, Ohio

February 2016 – Present

  • Executing financial transactions as per the bank’s norms and policies

  • Serving as a first point of contact for customers to solve their problems

  • Boosting cross-selling of bank products by 10% in one quarter

  • Assisting customers to get information about different types of loans available and their rate of interest

  • Issuing new debit cards and checkbooks to customers after performing necessary verification

Bank Customer Service Trainee

First National Bank, Solon, Ohio

July 2014 – January 2016

  • Handled client calls and answered questions on account balances and updates on amount being debited or credited

  • Helped senior citizens in understanding the ease of online transactions and other banking services

  • Created and maintained client database in both paper and electronic format

  • Contacted prospective customers and gave them information about bank’s schemes they would like to invest in

  • Reviewed all ATM balances and assured that each machine maintains sufficient amount to cater to people’s need in an area

  • Checked transactions like withdrawals, deposits, money transfer and maintained a spreadsheet for ensuring accuracy of data and balance

  • Communicated effectively with customers by using all mediums like phone and email

Customer Services Intern

Grayson Financial, Solon, Ohio

October 2012 – June 2014

  • Greeted new and old clients and responded to their queries

  • Provided guidance to new customers in filling forms for opening their accounts

  • Reopened 100 dormant accounts by contacting concerned individuals and gave them information about the ongoing schemes

  • Prepared effective format for client record system to speed up the information pulling process

  • Managed to print account statements on special demands from customers


  • Bachelor’s Degree in Banking and Finance

    ABC University, Solon, Ohio



On request.