Relationship Banker resume examples

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Skillful Relationship Banker resume

Merrill Winoker
Professional Summary

You hired an Associate Banker. I am an extremely Motivated Banker and Trainer. My Communication Skills are outstanding. You help me build Client Relationships with Active Listening , Trust and Integrity. You and myself are engaged in Emotional Intelligence.

Skills
People Person
Works as a Team Leader
Problem Solver
PC Computer Literate

Strong Interpersonal Skills

Communicates very Effectively

Superb Writing Skills

Apple Computer Literate

PROFESSIONAL EXPERIENCE
  • In - Aisle Prospect Trainer
  • Citizens Bank
  • Smithfield, RI
  • May 2006 to November 2007

Achieved training Bankers to qualify,present and close sales in 5 branches.
Implemented marketing strategies creating 467 new clients.
Trained Bankers in closing Personal and Business Checking Accounts, Home Equity Lines of Credit and Wealth Management appointments in 5 branches.

  • Acting Assistant Manager
  • Citizens Bank
  • Woonsocket, RI
  • November 1999 to January 2001

Trained staff on operating procedures and bank products.
Identified individual development needs with training for Bankers.
Extremely effective liaison between clients and internal departments.

Quarter 1 and 3 Achieved 3 out of 4 Branch Goals.

Quarter 2 and 4 Achieved 4 out of 4 Branch Goals.

  • Relationship Banker
  • Citizens Bank
  • Cranston, RI
  • October 1997 to Current

Received Most Valuable Player - 11 quarters. Greater than 100 % of Sales Goals.
Highest quarter of Home Equity Lines of Credit Sales of $1,200,000.
Opened accounts with a cross sale ratio of 9 products opened and trained Bankers.

Education
  • Bachelor of Science - Mangement and Marketing
  • Northeastern University
  • Boston, MA
  • 1978
Cooperative Education - Department of the Navy
Accomplished Purchasing, Negotiating Individual Contracts and Team Negotiation for F-14 Fighter Jet and B-52 Bomber.
Training

Tom Hopkins Sales Boot Camp - How to Master the Art of Selling
Dale Carnegie - Communications and Leadership - Graduate Assistant Teacher
Dale Carnegie - The Sales Advantage
Toastmasters International - Area Director , Competent Communicator and Competent Leader
Ocean State Toastmasters - 6 Times Past President and 7 Times Past Vice - President Membership , 4 Times Chairman Banquet Dinner Meeting , District 31 Officer Nomination Committee and 2 Times Club Speech Contest Winner

Thank you for reading my resume. I appreciate it.

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Popular Relationship Banker resume designs

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Job-winning Relationship Banker resume

Navin Tangalan
Professional Summary
Banking professional with over 11 years of experience in client relations. Driven to exceed sales goals and build long-term relationships. Delivers positive experiences through high-quality customer care. 
Skills
  • Consumer banking specialist 
  • Business banking specialist 
  • Coaching and leadership skills 
  • Strong customer relations 
  • Strategic sales knowledge 
  • Financial analysis
  • Savvy relationship-builder
  • Creative problem solver
  • Strong interpersonal skills
  • Private client coverage 
Certifications
  • FINRA Series 6 and 63
  • Life Insurance 
Work History
Chase Private Client Banker- Small Business Specialist 12/2014 to Current
JPMORGAN CHASE BANK Holliswood, NY
  • Increased deposits, loans, and investments by cultivating relationships with high net worth clients.
  • Retained and deepened relationships by actively managing clients via the phone or in person.
  • Increased the number of Chase Private Clients by building trust and providing excellent service.
  • Resolved complex client issues and reconstruction of accounts to maintain customer relationships.
  • Analyze financial data obtained from clients to determine strategies to meet their financial objectives.
  • Increased business loans, cash management, and merchant services by assessing needs.
  • Refer to business partners to assist clients in other areas that will deepen the relationship.
  • On average, exceeds monthly sales goals by 50%. 
Assistant Branch Manager 01/2014 to 12/2014
INVESTORS BANK Astoria, NY
  • Partnered with the branch manager to improve sales, service, and operations.
  • Improved operational performance by ensuring compliance with all policies and procedures.
  • Investigated branch audit errors and implemented strategies, which eliminated audit exceptions.
  • Managed, coached and lead branch personnel to achieve sales and customer service goals.
  • Investigated and resolved customer complaints in an empathetic manner. 
Relationship Banker - Small Business Specialist 03/2009 to 01/2014
JPMORGAN CHASE BANK Manhattan, NY
  • Provided personalized financial counseling.
  • Acquired, retained and managed relationships with consumer and business clients.
  • Maximized the depth of the client relationship by partnering with investment and loan specialist.
  • Reached out to clients and proactively met face to face and over the phone on a daily basis. 
Sales & Service Associate 11/2007 to 03/2009
JPMORGAN CHASE BANK Manhattan, NY
  • Ensured that the branch was audit-ready by interviewing staff on bank compliance and policies.
  • Supervised tellers and head teller to ensure quality service.
  • Improved the branch functionality and service by effectively resolving customer complaints. 
Head Teller 05/2006 to 11/2007
JPMORGAN CHASE BANK Manhattan, NY
  • Effectively scheduled teller staff to improve workflow.
  • Trained tellers to identify sales opportunities.
  • Conducted teller performance evaluations.
Teller 12/2005 to 05/2006
JPMORGAN CHASE BANK Manhattan, NY
  • Handled various teller transactions.
  • Maintained friendly and professional customer interactions.
  • Received district recognition award for the most teller referrals.
Education
Bachelor of Arts: Business Administrationn Current CUNY School of Professional Studies - New York, NY
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Top Relationship Banker skills

Take a look at the most common Relationship Banker skills, don't hesitate to use them in your resume to catch recruiters' attention.

Experienced Relationship Banker resume

Diana Yanez
Professional Summary

Dynamic and motivated professional with a proven record of generating and building relationships, skilled in demonstrating exceptional communication skills, and making critical decisions during challenges. Adaptable and transformational leader with an ability to work independently, creating effective presentations, and developing opportunities that further establish organizational goals. Passionate about promoting lasting customer satisfaction by delivering top-notch service and unparalleled support.

Skills
  • Speak and write fluently in English and Spanish
  • Empathetic and genuine individual
  • Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes
  • Computer-literate performer with extensive software proficiency covering wide variety of applications
  • Seasoned professional whose honesty and integrity provide for effective leadership and optimal business relationships
  • Innovative problem-solver who can generate workable solutions and resolve complaints
Work History
03/2018 to 04/2019
Detention Officer Dallas Marshals Office Dallas, TX
  • Wrote daily reports and maintained logs of inmate activities and behaviors
  • Prevented crimes through careful observation and investigation of suspicious and unusual behavior
  • Enforced General Services Administration (GSA) policies by anticipating potential security breaches
  • Collected and organized all surveillance data and information to protect client possessions and workspaces
  • Processed prisoners through professional customer service, appropriate identification and documentation processes as part of facility booking procedures
  • Established positive working relationships and maintained boundaries with resident offenders.
01/2014 to 03/2018
Relationship Banker Bank of America Financial Center Dallas, TX
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Processed quarterly Vault and ATM audits with a zero error rate
  • Maintained balancing record with 100% rate of accuracy
  • Created strategies to develop and expand sales of services to new and existing clients
  • Exceeded quarterly sales goals by minimum of 40%
  • Worked with clients to address and respond to client and partnership management issues
10/2008 to 05/2012
Front End Coordinator Party City Arlington, TX
  • Increased profits through effective sales training and troubleshooting profit loss areas
  • Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner
  • Worked with the management team to implement the proper division of responsibilities
  • Operated a cash register for cash, check and credit card transactions with 100% accuracy
  • Determined customer needs by asking relevant questions and listening actively to the responses
Education
Associate of Arts: Criminal Justice Mountain View College - Dallas, TX
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