branch relationship banker resume example with 12+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Resourceful banking professional committed to delivering top-level service to high net worth client base. Skilled in client relationship management, conflict resolution, and leadership. Managed numerous accounts involving investments, cash funds and insurance products. Multi-talented relationship banker consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.
Skills
- Relationship building skills
- Client Relationship Development
- Banking
- Loans
- Financial Product Knowledge
- Financial Advisement
- Teller auditing
- Sales strategy
- Cash Handling
- Loan application expertise
- Documentation and reporting
- Sales Goals
- Client Needs Assessment
- Customer Complaint Resolution
- Product Knowledge
- Professional telephone demeanor
- Multi-line phone talent
Education
Morenci High School Morenci, AZ Expected in 05/2005 ā ā High School Diploma : - :
Eastern Arizona College Thatcher, AZ Expected in 05/2011 ā ā Associate of Arts : Medical Assisting - :
Work History
Wells Fargo - Branch Relationship Banker
Edina, MN, 10/2016 - Current
Edina, MN, 10/2016 - Current
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Resolved numerous problems, improved operations and provided exceptional client support.
- Worked with customers to understand needs and provide exceptional service.
- Identified and investigated variances to financial plans and forecasts.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Performed vault duties to handle large deposits of up to $650000.00 and distribute currency to coworkers.
- Trained and supported sales associates and cross-trained numerous tellers to improve customer satisfaction.
- Established rapport with new clients to increase satisfaction and loyalty.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Expanded client base by promoting new financial products.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
APP Para Medical Services - Mobile Phlebotomist/Medical Examiner
City, STATE, 01/2016 - 10/2016
City, STATE, 01/2016 - 10/2016
- Spoke with patient to gather information for lab records, reduce fear or anxiety and optimize cooperation.
- Determined donor eligibility by conducting screenings, interviewing prospective donors, and obtaining medical histories.
- Protected patients by following infection control, sharps disposal and biohazardous waste disposal procedures.
- Collected blood samples using vacutainer tubes, tourniquets, syringes, butterfly needles, and straight needles.
- Accurately labeled vacutainer tubes with patient name, date and time of collection.
- Assembled tourniquets, needles and blood collection devices to prepare work trays.
- Drew blood from veins by vacuum tube, syringe or butterfly venipuncture methods.
Casa Manana - Hostess/Cashier/Waitress
City, STATE, 06/2005 - 06/2012
City, STATE, 06/2005 - 06/2012
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
- Kept server areas clean and stocked during service hours to increase efficiency while serving tables.
- Applied communication and problem-solving skills to resolve customer complaints and promote long-term loyalty.
- Greeted new customers, discussed specials, took drink orders and built immediate positive connections with guests.
- Used correct cleaning, sanitizing and food handling procedures to maintain optimal protections for customers.
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Resume Overview
School Attended
- Morenci High School
- Eastern Arizona College
Job Titles Held:
- Branch Relationship Banker
- Mobile Phlebotomist/Medical Examiner
- Hostess/Cashier/Waitress
Degrees
- High School Diploma
- Associate of Arts
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