Relationship Banker Resume Samples

A Relationship Banker also referred to as a personal banker, is a professional selling financial services to clients on behalf of the bank. Such services may include opening and maintaining business accounts, loan account, personal account or trust management services. The job description and duties mentioned on the Relationship Banker Resume include the following – advising client’s about bank services; managing bank customer accounts; resolving issues with banking services and accounts; referring clients to in-house financial experts; presenting financial products and services to prospective and existing customers and performing related administrative duties.

Most banks hire those depicting the following skills and abilities – in-depth understanding of personal banking practices and regulations; familiarity with banking software; ability to work diligently; strong communication and negotiation skills; customer-centered approach and multitasking skills. A degree in Finance or accounting is commonly required for this role.

Relationship Banker Resume

Summary : Dedicated to achieving customer satisfaction as well as meeting or surpassing company expectations. Able to focus on projects, develop strategies and meet or exceed deadlines. Strong rapport with personnel, customers, and associates based on knowledge, professionalism, and integrity. Flexible and versatile - able to maintain a sense of humor under pressure. Poised and competent with demonstrated ability to easily transcend cultural differences.

Skills : Management, Marketing, Customer Service, Banking, Answering Phones, Interviewing

Description :

  • Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies.
  • Connecting customers to the appropriate teammate to help them achieve their financial goals.
  • Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
  • Establish, retain, and deepen relationships with customers to achieve sales goals and provide quality customer service lead and prepare activities of sales and product knowledge while addressing business needs.
  • Creating a positive team environment in the banking center by modeling appropriate behaviors.
  • Maintaining the highest level of customer service standards while consistently delighting our customers and exceeding expectations.
  • Creating workforce stability by cultivating an engaged, spirited and well-coached team.
  • Proactively identify and manage risk in every business, product, and service transaction leveraging the risk framework, demonstrate and model Bank of America core values.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master of Business


Senior Relationship Banker Resume

Summary : To achieve success using my knowledge of all customer service, sales and marketing processes, demonstrating solid analytical and team management skills. Track-record of generating new business through strategic sales and marketing while cultivating new relationships with key decision making skills.

Skills : Sales Management, Team Leadership, Team Building, Customer Relationship Building, Strategic Planning.

Description :

  • Acted as a customer advocate, contributed to a customer-centric culture, tried to continuously improve, and innovate.
  • Educating customers on other banking channels as well as sales and service offerings.
  • Owned my own personal development to achieve job proficiency, meet performance goals and obtain internal banker certification.
  • Prospects and customers as a result of outbound calling efforts, teller referrals and branch referrals in specialist areas including investments, small business, and/or mortgage to discuss and sell banking products.
  • Consistently used needs-based assessment tools to analyze and determine customer needs.
  • Recommend and sell appropriate solutions both in person and on the telephone or online.
  • Created customer awareness of alternative banking channels, such as digital capabilities, atm, online and mobile banking.
  • Created a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrated a genuine interest in the customer, and in helping them meet their financial needs.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance

Relationship Banker II Resume

Headline : Over 7 years of experience in Retail Banking which includes annual sales, customer service and operations.In addition to banking 2 years in Individual tax preparation. Experienced in maintaining internal controls. Looking to secure an entry-level position in the field of accounting that will utilize my educational and business experience.

Skills : Banking, Cash Handling, Management, Training & Development, Budgeting

Description :

  • Actively produce new business and consumer relationships from referrals and proactive sales efforts.
  • Develop solutions to complex issues and carry out investigative assignments to achieve results.
  • Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations.
  • Regularly assigned auto loan closings which entailed preparing, disclosing and quality review of all loan packets prior to loan funding.
  • Partner with financial advisors, mortgage bankers and business relationship managers to connect customers with experts who can help them reach their financial goals.
  • Manage assigned customers and proactively meet with them in person and over the phone to build lasting relationships, discover financial needs and tailor product and service recommendations.
  • Assist customer satisfaction and retention through successfully researching and resolve customer issues as well as inquiries.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Diploma


Relationship Banker Manager Resume

Headline : More than five years working for and managing retail store in Rehoboth Beach Delaware. . A verifiable track record of success backed by impeccable references. Areas of expertise include: Exceptional Customer Service Merchandising and Display Employee Management Finances including Deposits Scheduling New Product Introduction Budgeting/Record Keeping Problem Solving Inventory and Pricing Controls Computer/POS Scanning Use.

Skills : Microsoft Office, Benefits, Insurance, Sales, Consulting

Description :

  • Provide exceptional customer service and resource to our clients.
  • Building relationships with customers to help them uncover their financial needs.
  • Effectively communicate with each client while maintaining company standards.
  • Maintained high standard of performance record through exceptional customer service with attention to detail and thorough follow-up.
  • Cultivated and managed new and existing client relationships of high net worth and influence.
  • Promoted a full array of wealth management and banking products and services: deposit accounts, cash management and various loan needs.
  • Prepare a monthly report for management to ensure team members are in compliance with bank guidelines.
  • Identify and prepare business cases and proposals focused on new business development opportunities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Phlebotomy

Licensed Relationship Banker Resume

Summary : Innovative executive and marketing professional experienced in high-volume, multi- unit, business operations, desiring a high-level position in a professional environment where able to leverage managerial and sales skills to increase business and profitability. Successfully grow the company's business and analyze financial strategies in a time efficient manner while executing innovative direction.

Skills : Customer Service, Cash Handling, Problem Solving, Sales, Computer

Description :

  • Manager on duty small business specialist acquiring, retaining and expanding new and existing relationships.
  • Proactively meet with customers to discover their financial needs and provide product recommendations.
  • Contribute to the success of the firm by maximizing the depth and profitability of the customer's relationship through partnering with sales specialists in retail lending, small business, investments, and other product areas.
  • Serve as a mentor for new hire bankers and a conversion partner when we acquire new financial institutions.
  • Handled financial transactions accurately and efficiently when working as a teller.
  • Working as a teller displays professional and friendly interactions with both customers and chase team members.
  • Manager on duty role is part of a team of leaders that assume management responsibility when the manager is not present.
  • Making business calls on existing customers along with prospects to grow the bank.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Management

Relationship Banker / Personal Banker Resume

Headline : Financial Services Professional seeking to further deepen and develop my experience within the Banking and Securities industries. Furthermore, to build upon background in client relationship management, business coordination, facilitation, along with sales and development strategies, adept at multi-tasking and delivering accurate as well as efficient results on time and within budget.

Skills : Mircosoft Office, Microsoft Excel, Microsoft Powerpoint, Sales, Customer Service

Description :

  • Assist clients in opening accounts and identify needs and opportunities.
  • Provide beginning to end lending solutions for clients including doc prep, booking and funding.
  • Receive cash and checks for deposit, verify amounts, and examine checks for endorsement.
  • Enter member and transactional data into a computer and issue computer-generated receipts to member.
  • Cash checks and disburse monies after verifying signatures, endorsements, and member account balances.
  • Collect loan payments and place holds on accounts with uncollected funds, according to organizational procedures.
  • Verify identification and rights to utilize facilities, as well as the validity of credit cards and checks.
  • Assist customer satisfaction and retention through successfully researching and resolve customer issues as well as inquiries.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Finance

Lead Relationship Banker Resume

Summary : To contribute to the over-all objectives of the organization by sharing expertise in organizing office files and supplies, preparing data for reports and providing front line assistance to patrons/employees and the general public within a positive team environment. An opportunity to prove that analytical skills to succeed in the financial industry in a field outside of sales.

Skills : Analytical, Communication, Interpersonal, Leadership, Positive Attitude, Teamwork And Technical.

Description :

  • Build new customer relationships through frequent interactions with customers.
  • Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
  • Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the bank's sales process to achieve personal sales and/or referral goals.
  • Proactively contact customers in assigned customer portfolio, as well as participate in branch sales promotions to support these efforts.
  • Executed any and many services for customers such as issuing debit cards, offering credit card applications, and cross-sale of bank products.
  • Retain and acquire new customers with financial needs in deposit products and investment products.
  • Manages assigned customers and proactively meeting with them- in person and over the phone- to build lasting relationships, discover financial needs, and tailor product and service recommendations.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Relationship Banker I & II Resume

Summary : Accomplished and extensive experience in all areas of business and customer service operations. Including computer operations and multi-phone line experience. Proven ability to recruit, hire and train staff, meet goals, as well as direct multiple employees, all while providing superior customer service. Client focused and committed in providing exemplary customer satisfaction.

Skills : Microsoft Word, Management, Customer Service, Quality Assurance, Problem Resolution, Teamwork,

Description :

  • Provide exceptional customer support to various internal departments, colleagues and external financial customers to provide the ultimate solution.
  • Refer high net worth clients to private banking and wealth management advisors while providing existing and prospective clients with personal financial consulting and lending services through a consultative sales approach.
  • Increase personal revenue contribution to the branch by cross-selling products to clients via lobby and outbound calls.
  • Prepare branch for audits, quarterly reviews by managing operational excellence and compliance due to extensive knowledge of banking terminology, functions, treasury workstation applications, and our banking systems.
  • Prepare a weekly schedule for the financial center employees and by performing daily banking center responsibilities while working well under pressure with attention to accuracy, detail and the ability to proof own work.
  • Maintained productive relationships with existing customers through exceptional follow-up after sales.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Administration and Marketing

Teller, Relationship Banker Resume

Summary : Motivated administration professional skilled at building strong working relationships with fellow staff, supervisors and community members. Public relations expert. Skilled financial professional with 16 years of financial services industry and 5 years of practical management experience.

Skills : Teamwork, Organizational, Communication, Managing Multiple Priorities, Computer Literacy, Time Management

Description :

  • Recognize and refer cross-sell opportunities as well as refer opportunities to appropriate specialists.
  • Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication, and presentation.
  • Sourcing referrals from customers, other bank colleagues, and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
  • Driving sales through walk-in customers with a disciplined sales process and using the current technology to drive both sales and service.
  • Proactively manage risk in every business, product and service transaction leveraging available tools.
  • Solve customer complains in a timely manner and make follow-ups with customers to ensure satisfaction.
  • Meet personal and branch goals, along with being a team player and encouraging my team.
  • Maintain current knowledge of financial regulations and general banking practices to effectively comply with industry standards.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting

Relationship Banker Resume

Summary : Organized and detail-oriented Sales and Services Specialist with 18 years of cash handling and customer service experience. Understands general accounting and finance concepts. Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.

Skills : 10-Key, Customer Service, Quality Assurance, Problem Resolution, Teamwork, Organizational, Communication.

Description :

  • Cross-sells banking product and services with ease by maintaining good customer relations and referring customers to the appropriate banking segment.
  • Make sure the compliance of all policies and procedures affecting the day to day operations of the banking office.
  • Performs maintenance on accounts relating to a loan, checking, savings, cd and ira accounts provides leadership to less experienced relationship bankers and tellers.
  • Monitor, evaluates and presents solutions to any potential banking office/ customer problem.
  • Develop a relationship with consumers by selling consumer and small business products to new and existing customers using the gain process.
  • Ensures all audit and security policies and procedures are followed in accordance with bank policy and federal regulations.
  • Developed and pioneered an effective method to increase credit card sales.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master of Science