Relationship Banker Resume Samples - Page 2

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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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11

Certified Relationship Banker

Customer Service Representative setting up banking accounts, checking, savings, deposit accounts; generated growth in balances through the sale, marketing, promotion and referral of products and services.

  • Handled inquiries and assisted Bankers with business questions; identified and followed new business opportunities.
  • Scheduled and conducted face to face and phone conferences/meetings with clients.
  • Contact for client issue resolution and perform account maintenance and authorizations.
  • Worked closely with Loan Officers, Business Bankers, and Financial Advisors, to assist with specialized financial needs.
Candidate Info
36
years in
workforce
14
years
at this job
12

Licensed Relationship Banker III

Managed and grew a portfolio of more than 200 clients through cold-calling and portfolio reviews

  • Cross-sold insurance, investments, credit products and deposit accounts to new and existing customers.
  • Coached tellers to identify product opportunities over the teller line and to generate referrals.
  • Designated as Branch Bank at Work Specialist to prospect and call on local businesses.
  • Licensed within 1 year of hire to sell insurance, mutual funds, and annuities.
  • Achieved full year's insurance goals in two months of receiving license.
  • Independently wrote the most insurance business in the region for 3rd and 4th quarter of 2015.
Candidate Info
12
years in
workforce
2
years
at this job
AS
Electronic Media Communications
13

Branch Relationship Banker

Engaged current and prospective customers to identify financial needs through individualized assessment of current and future goals for increased revenue growth

  • Maintained knowledge of current product and service offerings using internal resources and developed client solutions by offering a variety of banking, securities, and insurance products including checking, savings, credit cards, loans and home equity. Sale of mutual funds, annuities, term and whole life insurance
  • Delivered exceptional client service with every transaction ensuring a superior banking experience resulting in customer satisfaction and retention
  • Expanded client relationships by working on cross-departmental teams such as mortgage, financial advisors, and business relationship managers with goal to acquire 100% of customers' business
  • Executed new account openings, wire transfers, stop payments, account transfers and assisted with cash audits, next day cash reconciliations, overdraft decisions as well as branch opening/closing procedures
  • Coached and motivated customer service representatives in best practices for achieving personal goals and exceeding company expectations
Candidate Info
19
years in
workforce
11
years
at this job
AAS
Business / Business Administration
14

Relationship Banker

Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects.

  • Proactively and reactively contact clients and prospects daily by phone or in person to identify additional client financial needs and strengthen client relationships.
  • Support team sales process by acting upon or referring identified client needs to other lines of business, including but not limited to, retail loan, mortgage, investments, private banking, insurance, small business, merchant services, and other areas.
  • Adhere to regulations and internal control procedures. Responsible for attending applicable training classes and completing computer based training, and stay abreast of all changes in policies and procedures to ensure compliance with current guidelines.
  • Participate in team sales efforts such as team call nights, sales meetings, and debriefs.
  • Increased branch revenue by bringing customer new relationships from Onsite presentations at Staffing companies and multicultural events in the community.
  • Participate actively in multicultural meetings and events to increase company's revenue.
  • Established small businesses and customer relationship by offering customer service and follow up calls.
  • Awarded recognition by company in customer service.
Candidate Info
17
years in
workforce
5
years
at this job
AAS
Associate of Applied Science
BA
Business Administration
15

Relationship Banker

  • Assessed clients' financial situations to develop strategic financial planning solutions
  • Advised clients on mortgage, personal, and business loans
  • Answered clients' questions about the purposes and details of financial plans and strategies
  • Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor, mortgage banker, or business relationship manager
Candidate Info
8
years in
workforce
6
months
at this job
C
Accounting
BA
Biology
MBA
Finance
16

Relationship Banker

  • Consistently exceed monthly sales goals resulting in expanded customer base.
  • Identify and resolve problems, remain organized and work well with little or no supervision.
  • Monitored all service requests and developed strategies to convert it to sales.
Candidate Info
5
years in
workforce
2
years
at this job
BS
Psychology
MBA
Finance
17

Relationship Banker II

  • Primarily responsible for the acquisition of new business and growth of existing client relationships.
  • Coached and trained branch team members on bank operations and best sales practices.
  • Ensured the office is operated in a professional manner to build customer confidence and trust.
  • Responsible for the overall branch operation in absence of the manger.
  • Demonstrated good risk management decisions, reduced preventable losses and fraudulent activity.
Candidate Info
4
years in
workforce
1
year
at this job
BS
Finance
Accounting
18

Relationship Banker

for one of the nation's top 5 largest banks serving consumers, small businesses and commercial clients with a broad array of financial products and services.

  • Increased client retention in 2010 by 20% using analytical solutions to prove client value services of core product line
  • Use of benefit statements to sell and promote product & services using tools gained from quarterly sales coaching meetings
  • Respond to customer inquiries regarding account balances and received 100% rating on shop visit
  • Process monetary transactions, handled vault, safe-deposit, ATM and night drop activities
  • Maintain a working knowledge of the complete line of products and services offered
  • Conduct financial seminars at local urban community schools to create educational financial awareness
Candidate Info
7
years in
workforce
3
years
at this job
BA
Interdisciplinary Studies
19

Relationship Banker/small Business Manager

Accomplished Sales skills and in-depth knowledge of consumer and business lending

  • Managed individuals with assets from $250k plus by identifying and recommending banking and lending solutions to meet needs and objectives.
  • Advised credit and banking solutions to affluent clients
  • Acquire, retain, deepen and manage client relations
  • Responsible for generating growth in sales, marketing, promotion and referral products utilizing proactive and disciplined approach
  • Lead a role in creating an outstanding customer experience and helping the Branch meet sales objectives and being a key part of its success
  • Prospect for business opportunities and retain and grow Premier Business customers
Candidate Info
8
years in
workforce
3
years
at this job
HS
High School Diploma
AS
Computer Science
20

Relationship Banker

Sought new clients by recruiting from on-sites and campaign calls

  • Met expressed needs of clients and outlined benefits of products and services
  • Attained sales goals and strived to exceed with innovative strategies
  • Assisted clients with personal and business finances, mortgage, auto loans and home equity loans
  • Managed sales from prospecting to closed and followed up as needed
  • Been selected for Advanced Sales Training, IDL Campaign Calls, and Quarterly Celebrations Planning Committee
Candidate Info
9
years in
workforce
2
years
at this job

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