Client Relationship Officer resume example with 5+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Results-driven Business Banking professional with experience in supporting commercial banking, sound knowledge of banking regulations and policies and oversight of branch personnel. Instrumental in delivering quality client service through supporting and executing laid out strategic actions to meet organizational financial objectives.

Talents include negotiating contracts, networking with business leaders and solving routine and complex business problems. Positive and upbeat individual looking to step up to a new professional challenge.

  • Verbal and written communication
  • Good listening skills
  • Teamwork
  • Interpersonal Communication
  • Flexible and Adaptable
  • Attention To Detail
  • Business Correspondence
  • Relationship Management
  • Portfolio Maintenance
  • Portfolio Growth
  • Negotiation
  • New Business Development
  • Business development support
  • Client Relationships
  • Requirements Analysis
  • Banking and financial services background
Work History
04/2018 to 07/2019 Client Relationship Officer First American Bank | Glenview, IL,
  • Facilitated meetings and discussions between clients, sales and delivery teams to smooth service delivery and close deals.
  • Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
  • Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth by average of 10% every quarter.
11/2015 to 03/2018 Assistant Relationship Manager Us Bank | Remote, CA,
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
  • Worked with credit and global market department to coordinate and improve productivity to deliver personalized solutions to customers.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Developed monthly summaries to assess each client's participation level and determine targets for follow-up plans.
  • Networked with business leaders and executives to identify clientele within local community.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Assisted in coordinating efforts to manage diverse portfolio of high net worth (HNW) clients with above $200 Million in total assets, which included clients from Oil and gas sector, Construction and International NGOs.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Worked with clients to address and respond to client and partnership management issues.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
  • Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
  • Set up appointments with customers and oversaw main department calendar.
  • Worked collaboratively with members of operations department to improve processes and optimize productivity.
  • Reviewed and analyzed client financial data to plan proposals.
  • Drove financial performance of assigned areas by verifying achieved sales and profit goals and implementing plans to correct deficiencies.
11/2012 to 02/2015 Sales Officer Tenneco Automotive | Grand Rapids, MI,
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Achieved 50% sales increase by skillfully managing relationships and proactive sales approaches.
  • Consistently serviced accounts to maintain active contacts and continuously promote profitable offerings.
  • Responded to customer needs by answering questions and providing detailed information about veterinary drugs and equipment for sale.
  • General miscellaneous administrative duties
Expected in 11/2021 MBA | Business Administration And Management University of The People, Pasadena, CA GPA:
Expected in 02/2015 Certificate in Business Accounting | Chartered Institute Of Management Accountants, London, UK, GPA:
  • Coursework in Fundamentals of Business mathematics, Fundamentals of Management accounting, Fundamentals of Financial Accounting, Fundamentals of Business Economics, and Fundamentals of Ethics, Corporate Governance and Business law.
Expected in Bachelor of Science | Biology/Education Imo State University , Owerri, Imo State, Nigeria, GPA:
  • Graduated with 3.43 CGPA
Expected in 06/2012 High School Diploma | Oyemekun Grammar School, Akure, Ondo State. Nigeria, GPA:

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Resume Overview

School Attended

  • University of The People
  • Chartered Institute Of Management Accountants
  • Imo State University
  • Oyemekun Grammar School

Job Titles Held:

  • Client Relationship Officer
  • Assistant Relationship Manager
  • Sales Officer


  • MBA
  • Certificate in Business Accounting
  • Bachelor of Science
  • High School Diploma

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