Relationship Banker Resume Example
Love this resume?Build Your Own Now
RELATIONSHIP BANKER
Professional Summary
I am a genuine banking professional passionate about building client relationships through excellent customer service. I have extensive knowledge of banking operations and regulations.
Skills
|
|
Work History
Wells FargoRelationship Banker | Auburn , CA | August 2011 - December 2016
- As a Relationship Banker, I was the contact for a select group of Chase's affluent clients, as well as other customers in the Branch.
- I managed their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
- I help acquire new clients by actively soliciting referrals and developing internal and external sources.
- Provide an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and helping the branch meet sales objectives/goals
- Know and follow the Federal and State regulations and guidelines for lending and banking
- Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills
- 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
- Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- Adhering to policies, procedures and regulatory banking requirements
- Achievements: Series 6, 63, and Life Insurance license for the State of Arizona.
Able ServicesExecutive Assistant | San Ramon , CA | October 2010 - August 2011
- Manage office staff Schedule client appointments
- Answer multiple phone splits Multi-task between several programs throughout the workday
- Answer questions regarding client accounts
- Account follow-up and research
- Problem resolution and escalation callbacks
- Meet monthly quality expectations
Texas Credit UnionMember Service Representative | Carrollton , TX | February 2008 - April 2011
- Provided excellent member service
- Answered questions regarding member loan products and services
- Evaluating the member's needs and recommending products to fill those needs
- Opened and closed consumer loan applications and member accounts
- Account follow-up and research
- Meet monthly quality standards
- Cross-sell products
Coca-Cola Bottling Co. ConsolidatedClerk | Essex , MD | November 2005 - August 2007
- Provided fast and excellent customer service Multi-tasked between several customers throughout the workday Meet monthly quality standards Achievements and Recognition
Education
High School DiplomaArrowhead Christian AcademyCity, State | 2006
AssociateGeneral StudiesBob Jones UniversityCity, State | 2008General Studies 3.6
DISCLAIMER
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
Resume Strength
- Completeness
- Formatting
- Word choice
- Measurable results
- Strong summary
- Clear contact info
Resume Overview
School Attended
- Arrowhead Christian Academy
- Bob Jones University
Job Titles Held:
- Relationship Banker
- Executive Assistant
- Member Service Representative
- Clerk
Degrees
- High School Diploma
Associate General Studies
Similar Resumes
