Relationship Banker Resume Samples - Page 4

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

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.

Find out what is the best resume for you in our Ultimate Resume Format Guide.

31

Relationship Banker

Expanded customer base through a variety of effective sales techniques

  • Ensure effective lobby and line management to deliver exceptional customer service
  • Support the portfolio growth in the branch by identifying cross-sell opportunities, deepening relationships and increasing client acquisition, being an active participant as needed
  • Develop and execute integrated sale, relationship, and credit strategies that are aligned with the area business plan to achieve desire revenue, expense and service goals
Candidate Info
13
years in
workforce
3
years
at this job
BS
Applied Mathematics
MS
Social And Economic Systems
Project Management Certification
32

Personal Banker / Relationship Banker

Opening and servicing of Checking Accounts, Saving Accounts, CD's and other retail products

  • Greets and assists customers in the ATM/ Lobby areas
  • Make prospecting and relationship building phone calls
  • Handles branch opening and closing procedures
  • Created and applied Teller to Banker mentor program
  • Maintains client relationships and offers solutions based around outside assets, mortgage, business banking needs and investments
Candidate Info
22
years in
workforce
5
years
at this job
33

Relationship Banker

Identifies and resolves needs of customers and business partners -- solidified customer/bank relationship

  • Markets bank products to new and existing customers -- established 20 new accounts per month
  • Procedurally proficient in offering all banking services -- sound knowledge level of product/services
  • Opens deposit and loan accounts -- efficient and timely customer service
  • Proactive prospecting and selling to potential clients -- succinct and honest link with customers
Candidate Info
5
years in
workforce
8
months
at this job
BS
Business Administration
34

Relationship Banker

Proactively met with customers to discover their financial needs and provide product and service recommendations

  • Produce and secure clientele's deposit accounts through phone call contact manager
  • Dedicated point of contact obtaining monthly statements, order checks, debit cards and processing international wires
  • Instrumental in customer banking experience through building lasting relationships with customers by providing them with products and services to meet their ever-changing
  • Exceed expectations as a liaison, referring customers through discovery and partnering with specialists such as loan officers, business bankers and the financial advisor,
Candidate Info
7
years in
workforce
2
years
at this job
BS
Architectural Technology
35

Relationship Banker

Recommends and opens a variety of accounts and services including savings, checking, money markets, CD's, IRA's, as well as business accounts.

  • Provides support in a dual role of selling the banks products and giving sales support to the FA on investment products.
  • Responsible for meeting and achieving individual sales goals for the bank.
  • Provides Exemplary Customer service through selling and cross selling a wide range of bank products, insurance and investments to new and existing customers.
  • Monitors and enforces Compliance with Bank and government regulations, policies and procedures.
  • Actively engages in outbound calling from a variety of lead lists
Candidate Info
14
years in
workforce
11
months
at this job
Sales Education And Training
36

Relationship Banker

Accepted, completed, and closed Consumer Loan and Mortgage Home Refinancing applications

  • Opened and closed checking, savings, and CD accounts including ATM/Debit card orders
  • Experience with credit card applications and IRA's
  • Interacted with customers within an office setting, behind teller lines, and by phone
  • Trained to assist tellers during high volumes
  • Attended schools, seminars, and meetings required and mandated by bank officials
  • Additional training: touchpoint system, consumer loan operations, personal banker operations, online compliance training, GAINS program, teller training, auditing training, and robbery/security training.
Candidate Info
12
years in
workforce
3
years
at this job
37

Relationship Banker

Sold consumer, commercial, lending, and demand deposit accounts

  • Was able to reach tier I and tier II monthly sales goals on a consistent basis
  • Provided financial assistance to account and non-account holders
  • Was responsible for selling on average ten to fifteen new accounts per month
  • Guided and coached new employees on banking policy and procedures
  • Provided exceptional customer service to individuals on a daily basis
Candidate Info
7
years in
workforce
3
years
at this job
AA
Business Management
38

Small Business Relationship Banker

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
  • 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
  • Defining short and long term objectives
  • Defining and allocating budgets, while maintaining knowledge of marketing trends and business utilizations.
Candidate Info
6
years in
workforce
4
years
at this job
Business And Finance
39

Relationship Banker/ Business Specialist

Actively managing book of business worth $20M in order to deepen and retain current customer
relationships and increase the amount of assets under management.

  • Build client relationships by providing outstanding customer service.
  • Sell banking products to customers, and respond to customer needs by prioritizing and adhering to the financial goals each individual client has set out to accomplish.
  • Cross-Selling to expand sales opportunities of credit cards, savings, CDs, loans and investment
  • Business Specialist with knowledge of small business lending, banking services and day to day
  • Brokerage services support of existing investment accounts and acting as a sales assistant to various
  • Actively help with the coordination of marketing events to target new client relationships and increase sales opportunities.
  • Adhere to all banking regulations and safety practices in order to limit risk and potential losses.
Candidate Info
7
years in
workforce
4
years
at this job
AS
Business Administration
BS
Accounting
MS
Corporate Finance
40

Premier Relationship Banker

Open deposit accounts, verify and processes changes to existing accounts, answers customer questions and resolve related account problems.

  • Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
  • Outbound calling to multiple designated campaign call lists promoting products or following up on leads.
  • Originate personal secured and unsecured loans covering two branches.
  • Process teller transactions as needed with accuracy and efficiency.
Candidate Info
6
years in
workforce
2
years
at this job
BA
Advertising
MA
Project Management

Your Resume, Made Easy.

You are looking for your dream job and need a resume? My Perfect Resume is your solution and takes the hassle out of resume writing. Create the perfect job-worthy resume effortlessly in just a few clicks!