Branch Relationship Executive Resume Samples

A Branch Relationship Executive is a customer service professional who works in a branch of a banking or financial institution. The job description entails undertaking responsibility for providing a quality customer experience by delivering excellent customer service and meeting sales goals. Other common duties are mentioned on the Branch Relationship Executive Resume as – greeting customers, processing transactions, handling customer inquiries, and providing advice about financial products and services. The job duties further include referring customers to other departments or staff members and assisting in the development of promotional campaigns and customer loyalty programs.

The skills required for a successful Branch Relationship Executive include effective communication, problem-solving, and customer service. They must have a strong understanding of the financial products and services offered by the institution and be able to explain them to customers. They must also be able to work in a fast-paced environment and be able to handle difficult customer interactions in a professional manner. Most employers prefer that candidates for a Branch Relationship Executive role have a Bachelor’s degree in a related field, such as finance, economics, or business administration. Previous experience in customer service, sales, or banking is an added merit.

Branch Relationship Executive Resume example

Branch Relationship Executive Resume

Summary : As a Branch Relationship Executive, responsible for maintaining a long-term relationship with the customer. Responsible for knowing the customer's needs and demands.

Skills : Knowledge of customer relationship management (CRM) practices.

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Description :

  1. Assisted clients with their banking needs and Established rapport with new and existing customers.
  2. Conveyed complex information at all levels and Evaluated loan applications.
  3. Opened, managed, or closed customer accounts.
  4. Identified new business opportunities and Prepared financial statements and reports.
  5. Delivered monthly Sales Target of accounts through Partner Branches
  6. Managed Relationships with branch staff/Branch Head to leverage the branch customer.
  7. Resolved Customer Queries and Complaints, and Sourced from the Corporates getting salary credited in Partners Bank Branches.
            Years of Experience
            Experience
            10+ Years
            Experience Level
            Level
            Senior
            Education
            Education
            Degree In Finance


            Associate Branch Relationship Executive Resume

            Summary : As a Branch Relationship Executive, responsible for managing and developing relationships with key clients of the company. Worked closely with other members of the team to ensure that clients are satisfied with the company's products and services.

            Skills : Problem-solving attitude, Excellent communication skills.

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            Description :

            1. Proposed and deliberated potential solutions in consultation with clients.
            2. Prompted clients to upgrade their existing packages and purchase additional offerings.
            3. Identified a range of our offerings that could meet the goals and values of each client.
            4. Developed new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
            5. Sourced new bank customers through external individual efforts and acquisition channels.
            6. Informed customers of new products or product enhancements to further expand the banking relationship.
            7. Planned and conducted special sales initiatives and events for prospective and existing clients. 
                  Years of Experience
                  Experience
                  7-10 Years
                  Experience Level
                  Level
                  Management
                  Education
                  Education
                  Degree In Accounting


                  Assistant Branch Relationship Executive Resume

                  Objective : As an Assistant Branch Relationship Executive, responsible for identifying new business opportunities with existing clients and developing strategies to increase sales. Excellent communication and interpersonal skills, as well as experience in customer service or sales.

                  Skills : Aptitude for fostering positive relationships, Teamwork, and leadership skills.

                  Assistant Branch Relationship Executive Resume Example
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                  Description :

                  1. Understood customer needs and develop plans to address them.
                  2. Identified key staff in client companies to cultivate profitable relationships.
                  3. Resolved customer complaints quickly and effectively.
                  4. Forwarded upselling and cross-selling opportunities to the sales team.
                  5. Promoted high-quality sales, supply, and customer service processes.
                  6. Aimed to preserve customers and renew contracts.
                  7. Approached potential customers to establish relationships.
                  8. Built Relationships and Motivated branch staff to help generate leads and Provided complete policy details and after-sales services to clients.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  Degree In BA

                  Senior Branch Relationship Executive Resume

                  Summary : As a Senior Branch Relationship Executive, responsible for maintaining strong relationships with customers. Communicated with customers in a professional and courteous manner, as well as resolved customer issues and complaints.

                  Skills : Excellent organizational and interpersonal skills.

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                  Description :

                  1. Managed relationships with customers and Conducted customer interviews.
                  2. Identified and communicated customer needs.
                  3. Ensured customer satisfaction.
                  4. Resolved customer issues and concerns.
                  5. Developed and implemented marketing strategies to grow the customer base.
                  6. Coordinated with other group companies to provide seamless access to other products. 
                  7. Provided value to customers through professional services agreements and solution sales.
                  Years of Experience
                  Experience
                  10+ Years
                  Experience Level
                  Level
                  Senior
                  Education
                  Education
                  Degree In BA

                  Junior Branch Relationship Executive Resume

                  Objective : As a Junior Branch Relationship Executive, responsible for customer acquisition and support, sales, compliance, risk management, and other operations. In-depth knowledge of the financial products offered by the bank and use their expertise to assist customers with their needs.

                  Skills : Good customer service skills, Exceptional negotiation, and sales skills.

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                  Description :

                  1. Ensured dedicated relationships are maintained and grown by being the single point of entry via appointment-based customer interaction and On-Site visitation.
                  2. Applied risk-based pricing for all new sales and pricing reviews in line with standard pricing and fee structures/guidelines and applications.
                  3. Conducted regular client visits in accordance with the Enterprise Business Value Proposition and initiate changes to ABB Products by providing input into product development to better serve the customers.
                  4. Responsible for overseeing staff performance as relating to Client satisfaction.
                  5. Responsible for expeditiously managing client projects through each life-cycle stage.
                  6. Regularly promoted new custom code development in order to meet or exceed the annual billable development amount defined by senior management.
                  7. Maintained primary ownership of a portfolio of client Commercial and Agri accounts, differentiated by the level of complexity of the client base.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Junior
                  Education
                  Education
                  Degree In BA

                  Branch Relationship Executive Resume

                  Objective : As a Branch Relationship Executive, developed and maintained relationships with key clients in order to promote sales of the company's products and services. Identified new business opportunities with potential clients and develop strategies to convert them into long-term customers.

                  Skills : Ability to maintain sensitive and confidential information.

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                  Description :

                  1. Met with potential clients to gauge the utility and viability of prospective working relationships.
                  2. Ensured regular contact with existing clients to maintain our company's presence.
                  3. Repaired disengaged or fractured relationships.
                  4. Set clients' concerns in a swift and professional manner.
                  5. Harnessed internal relationships to better address clients' needs and maximize our profits.
                  6. Conducted in-depth needs assessments to better understand each client's requirements.
                  7. Responded to and /or investigate client and participant queries and ensure action is taken with agreed service levels.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  Degree In BA

                  Branch Relationship Executive Resume

                  Objective : As a Branch Relationship Executive, managed client accounts proactively in order to achieve high levels of customer satisfaction and retention. Liaised with internal departments in order to ensure that all client requests are dealt with promptly and efficiently.

                  Skills : Excellent presentation skills, Ability to maintain a positive attitude.

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                  Description :

                  1. Built and maintained relationships with key clients.
                  2. Act as a point of contact for clients, responding to queries and concerns in a timely manner.
                  3. Liaised with internal departments to ensure the smooth running of projects.
                  4. Prepared reports and presentations for clients.
                  5. Attended client meetings and networking events.
                  6. Identified opportunities for new business with existing clients.
                  7. Maintained and developed relationships with Ultra High Net Worth and High Network Worth participants.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  Degree In BA

                  Branch Relationship Executive Resume

                  Objective : As a Branch Relationship Executive, drove a proactive relationship with clients that specifically targets and has a pre-defined associated income target benefit through adding value to the customer sale of additional products, services (reporting ), analysis of customer business, and statistics to assist the customer in improving authorization levels.

                  Skills : Exceptional people and problem-solving skills.

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                  Description :

                  1. Collaborated with Private Bankers to assist clients in accomplishing wealth management objectives.
                  2. Developed and maintained a professional understanding of the customer base to assist bankers in deepening current relationships.
                  3. Performed as key contact for selected customer relationships under Banker guidance.
                  4. Initiated apt activities to ensure on-time and scheduled responses to customers.
                  5. Ensured to alert Banker with respect to any delays along with potential issues.
                  6. Supported opening and linking new accounts on One Source.
                  7. Provided assistance to bankers to attain approval on new account openings.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  Degree In BA

                  Branch Relationship Executive Resume

                  Objective : As a Branch Relationship Executive, responsible for market mapping and sales planning, customer acquisition through effective sales, onboarding customers, extended customer engagement, and process compliance.

                  Skills : Sales and marketing skills, Problem-Solving, and Critical Thinking.

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                  Description :

                  1. Reviewed independently all documents and link entire customer accounts to suitable relationships.
                  2. Provided securities details, quotes, and valuations to customers.
                  3. Implemented and supervised all unsolicited trade activities.
                  4. Ensured to alert Banker of prospective sales opportunities surfacing from discussions with clients.
                  5. Conducted evaluation of clients' accounts and Maintained a high level of knowledge of banking products and services.
                  6. Collected mandatory information to analyze client situations.
                  7. Developed and oversaw relationships with clients performing alongside Relationship Manager to ensure top-level service was provided to clients.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  Degree In BA

                  Branch Relationship Executive Resume

                  Objective : As a Branch Relationship Executive, increased branch footfall and presence along with demonstrating excellent customer service and setting an example for other staff. Supported in initiating branch engagement and marketing activities and growth campaigns.

                  Skills : Communication, Interpersonal, and Building relationships with customers and team members.

                  Branch Relationship Executive Resume Example
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                  Description :

                  1. Set customer expectations and revenue goals and Identified customer demands and requirements.
                  2. Developed plans to address customer-specific needs and Maintained complete relationship records for assigned customer accounts. 
                  3. Planned strategies for customer care and conflict resolution and Cross-sold products and services to the customer.
                  4. Tracked customer complaints/queries and turnaround times for customer satisfaction Solved customer issues and complaints.
                  5. Handled Sales & Operation At a branch of banking products to clients and Products might include either Gold loans, Personal loans, Home loans, Auto Loans, vehicle Loans Mortgages, Loans, other allied products, or all of these.
                  6. Prospected and identified new leads and pitched them to the clients.
                  7. Corporated sales to get premium and HNI clients and Strategized & implementing ways to achieve sales targets.
                      Years of Experience
                      Experience
                      0-2 Years
                      Experience Level
                      Level
                      Entry Level
                      Education
                      Education
                      Degree In BA