financial relationship banker resume example with 6+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Seasoned Bank Executive highly effective at turning corporate mandates into actionable policies that optimize operations and grow revenue. Resourceful, forward-thinking leader talented at keeping bank at forefront of market. Believe in cultivating management team from within.

  • Customer Accounts Management
  • Prospecting Clients
  • Relationship building and management
  • Financial Advising
  • Policy development and implementation
  • Banking
  • Sales expertise
  • Loans
  • Consumer banking
  • Cash Handling
  • Business planning
  • Documentation skills
  • Risk mitigation
  • Analyzing performance
  • Self-motivated nature
  • Operations management
  • Goal planning
  • Audit Support
  • Staff Training
  • Cross-selling expertise
  • Security Protocols
  • Building customized solutions
  • Relationship building
Mercer County Senior High School Harrodsburg, KY Expected in 06/2013 High School Diploma : Spanish Language And Literature - GPA :
Community College Of Beaver County Monaca, PA Expected in 07/2020 Associate Of Applied Business : Accounting - GPA :

Lead and organized job family mentorship programs that were designed to create better partnerships and colleague experience within the work place.

Work History
Huntington Bancshares Inc - Financial Relationship Banker
Carrollton, OH, 01/2021 - Current

Networked with realtors and current clients to generate referías

  • Created and managed community events and customer promotions.
  • Helped clients protect assets through variety of strategies.
  • Located and pre-qualified customers for mortgages.
  • Consulted on business packages and made personalized recommendations.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Checked accounts for fraud and provided law enforcement with relevant details.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Managed portfolio of accounts and monitored for issues in need of attention.
  • Produced and executed loan packages.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
Associated Bank - Branch Relationship Banker I
Twin Lakes, WI, 10/2018 - 01/2021
  • Developed tailored solutions to meet individual banking needs.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Opened, closed and updated accounts for customers.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Codero - Senior Bank Teller
Phoenix, AZ, 06/2016 - 06/2018
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Exceeded goals through effective task prioritization and great work ethic.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
  • Onboarded new employees, including training, mentoring and new hire documentation.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.
  • Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
JCPenney - Sales Manager
City, STATE, 08/2014 - 06/2016
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
  • Initiated new sales and marketing plans for product roll-outs, including developing sales, distribution and media strategy.
  • Developed and implemented comprehensive salesperson training program.
  • Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction.
  • Managed order cycle to enhance business development and maintain sustainability and customer satisfaction.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Additional Information

Diversity and inclusion champion for Pittsburgh Northwest region

Hispanic BRG for Pittsburgh Northwest region

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Resume Overview

School Attended

  • Mercer County Senior High School
  • Community College Of Beaver County

Job Titles Held:

  • Financial Relationship Banker
  • Branch Relationship Banker I
  • Senior Bank Teller
  • Sales Manager


  • High School Diploma
  • Associate Of Applied Business

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