Relationship Banker Resume Samples - Page 5

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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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41

Relationship Banker

Identify opportunity and cross sell financial products and services to consumers and small business customers based on analysis of clients' needs.

  • Assisting manager in branch operation area such as conducting internal audit, providing supervisor overrides, and coaching to new employee.
  • Maintains relationship with both potential and existing clients to create business for branch partners.
  • Collaborate with managers and advisors to obtain higher sales volume.
  • Thorough knowledge of banking products and services such as deposit accounts, credit cards, CDs, IRAs, ACH, merchant services, and payroll solutions.
Candidate Info
7
years in
workforce
3
years
at this job
BBA
Computer Information Systems
42

Relationship Banker

High-profile banker position accountable for soliciting personal & business accounts and developing strategic alliances with clientele.

  • Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.
  • Cross-sell banking services and products to clientele.
  • Participate in community events to position the bank as a leader within the territory.
  • Understand client's financial needs to recommend the right products and services to them.
Candidate Info
12
years in
workforce
5
years
at this job
43

Relationship Banker

Build a relationship with customers to be able to advise them on what kind of products and services will be to the customer's best benefit.

  • Responsible for the opening, closing, and maintenance of customer's accounts and loans while adhering to federal laws and internal audit restrictions
  • Maintain a lasting relationship with customers to take care of all their financial needs
  • Discover opportunities for sales by engaging in conversations with clients and potential clients that have a purpose
  • Conduct follow-up calls for clients from prior conversations and a lead database
Candidate Info
7
years in
workforce
3
years
at this job
BBA
Bachelor of Business Administration
44

Relationship Banker

Worked with 10 sales professionals and, responsible for more than 3,800 individual and business accounts.

  • Took charge in opening new accounts and upgrading existing service.
  • Quickly and effectively solve customer challenges.
  • Maintain quality control, constantly seeking new ways to improve customer service.
Candidate Info
7
years in
workforce
7
years
at this job
Mass Communications
Psychology
Banking
45

Relationship Banker/ Customer Experience Ambassador

  • Exceed Monthly quotas by utilizing consultative sales techniques to provide financial solutions for both business and consumer clients
  • Proactively work a $10million+ Book of Business
  • Cold Call 25-30 existing and prospective clients daily to establish, build, and retain banking relationships
  • Collaborate with different lines of business to assist both consumer and small business clients to meet their financial needs
  • Partner with the management to coach teller associates
  • [company name] Rising Star Award for demonstrating exceptional customer service
Candidate Info
9
years in
workforce
6
months
at this job
BS
Finance
46

Relationship Banker

  • Supervise others as Branch Designee when needed and coordinate opening and closing procedures while exceeding goals with personal and business accounts
  • Utilize strong verbal communication skills to maximize and manage customer financial relationships
  • Ensure customer retention with follow up calls using Microsoft Outlook to set up, organize and follow appointments
  • Act as a liaison with Financial Advisor to identify customers with portfolio management needs with success in acquiring largest financial service sales for Q3 2010, Q1 Q2 2011 with over $16k in revenue
  • Refer customers to Mortgage Consultants and serve as main point of contact for all parties involved in lending process to ensure deadlines are met
  • Develop assorted sales trackers for peers and upper management using various Microsoft Office applications including Word and PowerPoint
  • Manage weekly branch staff scheduling while having access to manager's and Financial Advisor's Outlook calendar
Candidate Info
10
years in
workforce
6
years
at this job
BS
Marketing
47

Relationship Banker (july 2007-present) Small Business Specialist (january 2013-present)

  • Proactively reached out to attain new personal and business clients through calling and referral
  • Maintain strong relationships with current clients through telephone, mail and face to face meetings
  • Aggressively work with Financial Advisor in joint sales calls to acquire new clients
  • Ensure security protocol with all opening and closing procedures, including dual control, opening of vault and setting alarms
  • Invited to participate in market meeting to give feedback on new sales materials and account structures
  • Accelerated to become the top banker in the district for final quarter of 2014 in paperless/mobile activation and was recognized at regional meeting
Candidate Info
26
years in
workforce
8
years
at this job
BA
Media And Fine Arts

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