Relationship Banker Resume Samples

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Relationship Bankers sell financial services and handle the client's relationship with the bank. Skills incorporated into sample resumes of Relationship Bankers include opening new customer accounts, including checking, savings and lines of credit; and researching and resolving customer issues pertaining to personal savings, checking, and lines of credit. A bachelor's degree is the preferred educational background that employers look for on applicants' resumes when hiring for retail and small business relationship banks, but some banks will accept high school diplomas or their equivalent.

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1

Relationship Banker

Provided full range of banking, investment and insurance services to client base

  • Consistently exceeded monthly and quarterly sales objectives
  • Top performer in the coastal region in investment revenue
  • Maximized the depth of the client relationship by partnering with lending, insurance and merchant service specialists
  • Created strategies to strengthen client retention and expand wealth management portfolio
  • Managed client accounts and provided personalized financial counseling
Candidate Info
9
years in
workforce
1
year
at this job
BS
Public Relations
MS
Corporate And Professional Communication
2

Relationship Banker

Responsible for profiling, informing, and selling all bank products, exceeding branch goals of 20 new accounts monthly with a total of 30 new accounts.

  • Coached team of tellers to support new customer referrals for the bank.
  • Executed operational activities such as international and domestic wires, issuing debit cards, application of credit cards, and sales of business banking products including merchant services.
  • Assisted customers (about 20 per day) in on-line bill pay questions, and debit disputes.
  • Maintained strict compliance with company standards.
Candidate Info
13
years in
workforce
9
months
at this job
MBA
Information Systems
Life Sciences
Computer Science
3

Relationship Banker Small Business Specialist

Determined customers' financial services and needs in order to present a suitable product

  • Acquired, retained and managed relationships with consumer and business clients
  • Generated growth in balances through the sale of marketing, promoting and referring products and services
  • Completed and exceeded monthly goals contributing to the firm objectives
  • Maintained a portfolio of new and existing clients to discover their financial needs and provide the best product and recommendations
  • Reached out to clients and proactively meet with face to face and over the phone on a daily basis
  • Partnered with our specialist by referral to help ensure our clients gained access to experts that can help them with specialized financial needs
Candidate Info
8
years in
workforce
5
years
at this job
4

Branch Designee, Senior Relationship Banker

Opened accounts for new and existing clients, established bank relationships with these clients resulting in over $20MM of commercial and consumer deposits, and $3MM in consumer loans.

  • Spearheaded morning huddles that directly impacted the sales and service results of the branch. Specifically targeting our Key Performance Imperatives (KPIs).
  • Cultivated relationships in the community as well as internal partnerships with my Business Banker, Financial Advisor, and Mortgage Specialist.
  • Responsible for training newly hired personnel on both the company sales culture and system navigation.
  • Maintained operational integrity of the district's highest volume branch.
  • Ranked 2nd in the district in sales acquisition in 2012.
Candidate Info
12
years in
workforce
5
years
at this job
HS
High School Diploma
BA
Computer Programming
5

Relationship Banker

Acquired, retained, deepened, and managed customer relationships both new and existing.

  • Generated 500k-1 million in balance growth each month through sales, marketing, promotion, and referral of products.
  • Met and exceeded sales objectives set both at branch level and district level.
  • Responsible for meeting with at least 20 customers a day and having minimum 3 preset appointments a day.
  • Worked closely with loan officers, business bankers, and financial advisors to increase sales and also to make sure customers needs were met.
  • Managed 250+ pre-assigned customers and responsible for developing relationships while increasing deposits they held with us.
Candidate Info
6
years in
workforce
3
years
at this job
BS
Exercise Science
6

Relationship Banker

Transferred to manage high-volume, high-profile business customers and accounts.

  • Responsible for providing all banking and financial services
  • New account development - regularly achieved 200% of goals
  • 2014 Top Performance Award
Candidate Info
18
years in
workforce
1
year
at this job
BA
Direction And Finance
7

Relationship Banker

Increased Investment and overall balance growth within a 6 month period, leading branch to national recognition.

  • Aid in increasing branch revenue by focusing on building lasting relationships with clients.
  • Assist managers with daily operations of branch and lead team of bankers to operate branch efficiently.
  • Known within Market to over achieve sales goals and offer customer focused service every time.
  • Bank liaison to customer to aid in their daily banking needs and or issues that arose concerning their accounts.
  • Sale of banking products to new and current customer that in their best financial interest.
  • Nationally recognized banker for top sales among peers.
Candidate Info
9
years in
workforce
3
years
at this job
Finance
8

Licensed Personal Banker/relationship Banker

Primary goal was to acquire, retain and deepen customer relationships by taking lead role in creating an outstanding customer experience

  • Worked closely with all team members including mortgage banker and financial advisor
  • Proactively contacted customers to discover their personal and financial needs
  • Customer follow-ups completed in a timely and accurate manner
  • Provided professional quality service to help with customer issues to ensure resolutions
  • Maintained thorough knowledge of all bank products and services including bank policies and government regulations
  • Met or exceeded branch and personal goals as determined by the Branch Manager
Candidate Info
15
years in
workforce
3
years
at this job
9

Relationship Banker

Consistently exceed monthly sales goals by 150% through Sales and Marketing techniques

  • Increase deposit growth monthly by $500,000 and Lending Products by $ 300,000
  • Manage premier client portfolios of consumer lending as well as business banking products.
  • Cross sell consumer and business deposit products that assist in retaining and expanding the relationship with new and existing clients
  • Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products
  • Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services business.
  • Respond to and Resolve customer inquiries and problems pertaining to consumer deposit, lending accounts, as well as investments
Candidate Info
6
years in
workforce
3
years
at this job
BA
Spanish Language And Literature
BBA
Marketing
10

Licensed Relationship Banker

Performed assessments of customer portfolios and used conversational sales techniques to identify and recommend investments, annuities, life insurance, and more.

  • Applied banking knowledge to the setup of new consumer and commercial bank accounts.
  • Acquired new clients and business leads through proactive telephone and in-person customer contact.
  • Built an ongoing professional relationship with both new and existing clients by providing timely follow-up regarding their banking experiences.
  • Trained unlicensed bankers and tellers on sales strategies; oversaw customer interactions and provided constructive feedback.
Candidate Info
9
years in
workforce
2
years
at this job

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