Relationship Banker Resume Samples - Page 3

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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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21

Relationship Banker

Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and ensure customer satisfaction while maintaining high sales volumes.

  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and resolving problems.
  • Accounting client payments and expenditures as well as everyday banking loans and business accounts.
  • Assist in overall management of branch including operations, audit, staff scheduling and inventory.
  • Provided branch referrals to specialist: Investments, Small Business, and Private Clients.
Candidate Info
7
years in
workforce
2
years
at this job
Photography
22

Relationship Banker, Business Specialist

Became business specialist after 3 months of employment due to exemplary business knowledge

  • Developed strategies for Start Ups and Established businesses to increase capital and cash flow
  • Lending solutions, client relationship management and acquisition
  • Creating banking, merchant services, access to capital, and lending solutions for businesses at all stages
Candidate Info
6
years in
workforce
9
months
at this job
BA
Sociology
MS
Social Entrepreneurship
23

Relationship Banker

Meet with potential clients through outbound calling efforts and branch referrals to specialist areas such as Investments, Private Client Group and Small Business to analyze, discuss and structure proposals and close sales transactions.

  • Perform analysis and develop proactive solutions to exceed clients' expectations.
  • Find the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement.
  • Achieved 200% of sales quota and consistently in top 5% overall in sales productivity per quarter based on individual performance
  • Cross sale different products or packages in an effort to deepen the customer relationship.
  • Leader in Customer Service satisfaction out of the region.
  • Implanting customer service standards for three different branches.
  • Coaching tellers on opportunities they may have with sales and customer service goals.
Candidate Info
3
years in
workforce
2
years
at this job
AS
Liberal Arts Business Management
24

Relationship Banker

Proactively initiate, develop and manage long-term, profitable relationships both personal and business.

  • Manage existing client relationships to identify future needs.
  • Assist clients address needs using a consultative approach.
  • Gain an understanding of each client in order to identify additional financial needs and refer to appropriate financial partners.
  • Deliver superior quality service in person and by phone such that client needs are positively met on a consistent basis.
  • Maintain monthly and quarterly sales goals to include new mortgage purchase, mortgage refinance, and personal loans, credit cards, and investment accounts, certificate of deposits, IRA and 401k.
Candidate Info
13
years in
workforce
2
years
at this job
AS
Business Administration
AS
Health Science
25

Relationship Banker

Maintain clientele by coordinating with the proper department to create a full relationship

  • Process all new accounts and teller transactions using Business Process Manager and Integrated Teller systems
  • Exceed goals of two account openings per week (averaging 3-4 account openings)
  • Cross-sell the bank's products and services (Having clients open a Checking Account with a Money Market)
  • Open, maintain and close all account types
  • Quick to master new processes and procedures, requested by management to train/advise new bankers.
Candidate Info
4
years in
workforce
1
year
at this job
AA
Arts And Sciences
BBA
Management And Organizational Behavior
26

Relationship Banker-small Business Specialist

Acquire, retain, and deepen customer relationships which leads to cross sales and upsells

  • Rank top 25 percent in the district in monthly sales generated
  • Perform financial analysis on branch's Profit and Loss margins to optimize sales and reduce expenses that will ultimately satisfy business goals
  • Proactively meet with clients to discover their financial needs and provide product and service recommendations
  • Analyze clients' financial strategies and recommend the best solutions
  • Receive multiple customer recognition letters and emails from market managers
  • Develop new business leads through extensively profiling customers, site-visits, and phone calls
Candidate Info
5
years in
workforce
4
years
at this job
BBA
Corporate Finance
27

Relationship Banker

Sales and Servicing of new and existing clients serve as the main contact for client inquiries and delivering the Perfect Client Experience through daily client interactions

  • Increase, Profile and Maintain relationships with new and existing clients
  • Identifying needs and recommending to the appropriate banking partners in Loans, Investments,
  • Participate in sales efforts through weekly sales meetings, region call nights
  • Proactively calling clients to deepen their relationship by the 2 Day, 2 Week, 2 Month follow ups
  • Keeping in line with all policies and conformity to any changes in banking guidelines and procedures
Candidate Info
17
years in
workforce
7
years
at this job
28

Customer Service Supervisor / Relationship Banker

Worked on a team of greatly motivated professionals aimed at giving quality, reliable and efficient customer service, handling queries and problems of customers successfully within a high-volume environment.

  • Calmed upset/angry customers, researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts.
  • Consistently praised by management for the quality and exemplary customer service delivery and team-player attitude.
  • Solely responsible for Fixed Deposit Portfolio which included preparing Auditor's
  • Confirmation and Withholding Tax Certificates.
  • Cross selling products including credit cards and loan referrals.
  • Provided account status data whenever required and handled phone enquiries.
  • Achieved the award for customer service representative of the quarter.
Candidate Info
8
years in
workforce
2
years
at this job
Accounting
Nursing
29

Relationship Banker

Manage premier client portfolios of consumer lending, investment 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, investment and 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 "escalating" customer inquiries and problems pertaining to consumer deposit, investment and lending accounts.
Candidate Info
10
years in
workforce
4
years
at this job
BS
Business Administration
Hotel Management
30

Relationship Banker

  • Provided friendly and personal customer service and a positive personal banking experience for customers
  • Utilized needs-based sales skills to open new customer relationships and cross-sells existing clients regarding Bank products and services
  • Performed various related customer account maintenance as needed
  • Ensures accurate and timely processing of transactions in accordance with established operations policies and procedures
  • Provided loan information, prepared related loan documents for processing and processed consumer loan applications
  • Participated in job specific and other various bank training programs as required
  • Complied with banking laws and regulations and all bank policies and procedures
Candidate Info
9
years in
workforce
1
year
at this job
BBA
Marketing

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