A Licensed Relationship Banker works for the banking sector and sells financial services and products and as well handles the client’s relationship with that of the bank. Top duties that are incorporated on the Licensed Relationship Banker Resume are – opening new customer accounts, researching and solving customer issues relating to savings, loans, or lines of credit, ensuring customers are delivered prompt service, attaining sales and referral and service goals; providing apt financial services, and products; and providing exceptional service to customers.
Those seeking this job role must denote on the resume the following job assets – a background in customer service sales, or portfolio management; knowledge of personal banking practices and regulations, familiarity with banking software, and customer-oriented approach. Banks hire someone having a degree in accounting, business, or finance.
Objective : Experienced professional with over 17 years of work experience in core competencies and distinguished performance as a peak performer. Excellent at interfacing with all staff as an organizational driver to ensure organizational goals are attained and driving performance improvement. A proactive approach has resulted in business process redesign; a leader as a catalyst for change.
Acquired, retained, deepened and managed relationships with potential personal and business clients.
Responsible for generating growth in balances through the sale, marketing, promotion, and referral of products utilizing a proactive and disciplined approach.
Discovered client's financial needs and provide product and service recommendations; develop and cultivate customer relationships.
Partnered with specialists such as Mortgage Bankers, Business Bankers, and Financial Advisors, to ensure clients get access to experts who help them attain financial goals.
Credit experted with extensive knowledge about all requisite products ranging from credit cards, business and personal lines of credit, and mortgages.
Experted on all accounts including checking, savings, Certificates of Deposit, direct deposit, prepaid accounts, student loans, credit cards, first mortgages, home equity lines of credit, and investments.
Extensive knowledged about Chase Private Client platform combined with great success onboarding clients into the program.
Experience
2-5 Years
Level
Junior
Education
BA in Multidisciplinary Studies
Licensed Relationship Banker Resume
Objective : Seeks to obtain a position within a growing industry that will allow utilizing skills and work experience, in where leadership and excellence to strive can motivate colleagues and create an exceptional work environment. Being able to manage, coach, and conduct action plans with the team in order to establish goals for a prosperous outcome.
Skills : Fluent: Greek and Spanish, Intermediate: French and German.
Description :
Reviewed branch policies and procedures with the branch manager.
Coordinated with the branch manager on leading operations meetings.
Substituted branch manager ensuring entire establishment operates according to proper procedure.
Observed, assisted, and performed teller's transactions and responsibilities.
Ensured company controls were in compliance with established policies on a daily basis.
Systematically prepared documents and assemble financial statements for clients.
Supervised one successful branch audit.
Experience
2-5 Years
Level
Junior
Education
BA in Public Relations
Licensed Relationship Banker Resume
Headline : Licensed Relationship Banker is responsible for the relationship management of a portfolio of clients, including marketing, sales, and client service. This includes managing the customer lifecycle and delivering a consistent experience across all channels - online, phone, and in-person.
Skills : Banking, Sales, Relationship Building, Cross-Selling, Prospecting, Cold Calling, Customer Service, Bilingual, Team Building, Team Player.
Description :
Maintained a book of business and consistently following up with current clients as well as High Balance/High potential clients with the intention of building relationships and acquiring balances.
Consistently prospected around the area and partnered with the Business Relationship manager to acquire new business clients utilizing Dun & Bradstreet.
Partnered with specialists and referred when the need was uncovered through everyday client interactions and scheduled call blocks.
Significantly contributed to the branch's investment balances by bringing over 6 million in the past year.
Successful in educated clients about digital adoption and utilizing convenient ways to access their accounts.
Served as a mentor to tellers by helping them increase referrals and assisting them with their overall career development.
Complied with regulatory banking requirements.
Experience
5-7 Years
Level
Executive
Education
HS Diploma
Licensed Relationship Banker Resume
Summary : A result-oriented Licensed Relationship Banker professional with resource and case management expertise gained through the implementation of strategies, initiatives, and solutions that have a high impact on the health profession.
Assessed clients' financial situations to develop strategic financial planning solutions.
Reconciled debit reports, margin reports, and trade settlement reports reaching house goals and objectives.
Collaborated with the compliance department to eliminate procedural errors and margin breaks.
Led and educated investment team on customer relationship management techniques.
Audited financial services clients, including banks and asset management companies.
Organized financial analysis, market research, and due diligence filings materials for potential investors.
Worked with management at the project level to ensure expense plans are achieved.
Experience
7-10 Years
Level
Management
Education
BBA in Business Management/ Human Resources Management/ Finance
Licensed Relationship Banker Resume
Objective : Looking to acquire a challenging career that offers an opportunity for both professional and personal growth. Possess an excellent record of meeting and exceeding objectives with extensive customer service, sales, and support background.
Skills : Customer service, Sales, Public Relations, Event Planning, Marketing.
Description :
Offered Solutions for customers to meet retail banking needs and estate planning needs.
Identified opportunities that will enhance customer relationships.
Maintained Customer relationships to assess future and present needs.
Met and exceed Monthly, Quarterly, and Annual Sales Goals.
Holden on-site presentations of products and services to employers and employees.
Reached out to the community through Networking groups and Networking Events.
Outbound calling to increase business and clientele.
Experience
2-5 Years
Level
Junior
Education
License in Life Insurance
Licensed Relationship Banker Resume
Summary : Banking professional successful at cross-selling bank products and services. Hardworking and outgoing team member versed in cash handling processes and management principles. Relationship Banker with an outstanding background in customer service, sales, and banking. Addresses all questions and concerns with customer satisfaction in mind. Registered for series 6 and state licensed for life and successfully completed general insurance and investment training with honors.
Skills : Communication, Exceptional Listener, and Communicator.
Description :
Performed Designee duties and assistant branch manager's operational work as needed.
Manged customer's personal and business accounts in a timely manner ensured all the products are to best fit their needs, and if necessary set up follow-up for investment opportunities.
Rapidly and efficiently done branch financial reports.
Ensured all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations.
Played a great role in conducting branch morning hurdles to set up daily sales routine in the branch.
Organized, stocked, and maintained the teller window and the branch platform area.
Recognized and awarded many times by district manager and vice president for being in the top 10 bankers.
Experience
7-10 Years
Level
Management
Education
Associate of Applied Science in Business Management
Licensed Relationship Banker Resume
Summary : Seeks to utilize 15 years of experience in the financial services industry and training as a CFP professional to be a trusted advisor and source of leadership for clients and coworkers.
Skills : Word, Excel, Powerpoint, Languages, Communications, Communications, Customer Service.
Description :
Responsible for customer experience, making sure the client attend has a pleasant visit and has had all the issues they came in.
Made daily calls to a list of core clients to make sure they were satisfied with the service they were receiving and address any banking concerns they had.
Created follow-up calls every 60 days with their permission.
Participated in weekly call nights.
Followed up with clients after accounts was open to making sure all products & services discussed at account opening are being properly accessed and used without issues.
Assisted customers with all aspects of banking, lending, and investing.
Worked with partners to create complete financial plans for clients to maintain their relationship with the bank.
Experience
10+ Years
Level
Senior
Education
Business General Studies
Licensed Relationship Banker Resume
Summary : Highly self-motivated and a hard-working individual with experience in the Financial Field. Team-oriented with the ability to work in a fast-paced environment. Strong Organizational and Communication skills.
Skills : Banking and Finance, Clerical, Customer Service.
Description :
Helped clients manage their assets, including checking, savings, money market accounts, certificates of deposit, mortgages, and Investments.
Examined client's assets and cross-sell additional banking services while providing high-quality customer service.
Offered solutions when consulted about financial needs.
Maintain strong relationships with clients, and proactively contact clients with recommendations.
Partnered with specialists such as Loan Officers, Business Bankers, and Financial Advisors to create innovative solutions tailored to each customer's ever-changing needs.
Complied with AML, KYC, OFAC policies and procedures when opening and servicing accounts.
Achieved aggressive sales goals and brought in over 15 million dollars in new accounts and investments increasing branch P&L.
Experience
7-10 Years
Level
Management
Education
BFA
Licensed Relationship Banker Resume
Summary : Licensed Relationship Banker professional highly effective at branch, account, and project management. Extensive knowledge of banking products and services, as well as business development and marketing.
Skills : Customer Service, Team Management.
Description :
Worked directly with Financial Advisors to identify client investment needs and determine appropriate action based on assets, investment objectives, and risk tolerance.
Effectively met both bank and client objectives for minimum risk and maximum profitability by partnering with sales specialists in Consumer & Commercial Lending, Investments, and other product areas to ensure an outstanding customer experience.
Played a key role in increasing assets under management, service, and product sales.
Generated business through customer profiling, cross-selling, and initiating new business relationships within the community.
Created continuous client relationships by providing knowledgeable account information on banking products.
Provided outstanding customer service during the selling of banking products through face-to-face interaction and client calls.
Answered telephone inquiries on banking products including checking, savings, loans, and lines of credit.
Experience
10+ Years
Level
Senior
Education
BBA in Business Administration
Licensed Relationship Banker Resume
Summary : Assigning as Small Business Banker for the branch and responsible for opening new business accounts as well as uncovering business lending and merchant services needs, and also Ensuring 5 keys of customer service were utilized with each and every client interaction.
Skills : MS Office, Data Management, Time Management.
Description :
Identified financial needs and present all appropriate options, working cooperatively with the bank's business partners.
Provided an outstanding customer service experience while helping the branch reach its goals.
Support branch in achieving its customer retention, acquisition, and growth goals.
Periodically contact existing client portfolio to ensure that the customer possesses the optimal products and services to meet their needs.
Called customers to make them aware of current bank promotions.
Ensured compliance with operational, security, and control policies/procedures, preventing fraud and protecting customer assets.
Stayed up to date on life insurance and financial industry trends and products.
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