relationship banker resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Skilled Relationship Banker with 4 years in banking, progressing through positions of increasing responsibility and establishing continuous record of success. Positive and upbeat with strong communication and problem-solving abilities. Motivated and driven to exceed expectations in all areas. Quality and service-oriented manager. Looking for position of increased responsibility.

  • Awarded Wells Fargo "Golden Spoke" Award in 2018
  • Top Quality Assurance 2017, 2018, 2019
  • Top Customer Experience 2017, 2018, 2019
  • Relationship building and management
  • Financial Advising
  • Policy development and implementation
  • Cash Handling
  • Loans
  • Building customized solutions
  • Opening and closing procedures
  • Staff Training
  • Risk mitigation
  • Due diligence
Work History
Relationship Banker, 01/2021 - Current
Umpqua Bank Corp San Diego, CA,
  • Opened, closed and updated accounts for customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Supervised branch operations and made continuous improvements in each area.
  • Developed tailored solutions to meet individual banking needs.
  • Balanced teller drawers and ATM cash.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • 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.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Provided advice on different bank products and financial options.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Team Member, 10/2020 - 01/2021
Life Time Fitness Princeton, NJ,
  • Contributed to team success by completing jobs quickly and accurately.
  • Pursued learning opportunities to advance knowledge and take on leadership position.
  • Worked different stations to provide optimal coverage and meet production goals.
  • Lifted, stacked and transported boxes using hard cart and forklift.
  • Learned all required tasks quickly to maximize performance.
  • Developed strong cooperative relationships with coworkers and managers.
  • Instructed junior team members on protocols and procedures of each station to maximize contributions.
  • Took on additional job duties during unexpected backlog, resulting in meeting project target date.
Personal Banker, 04/2017 - 10/2020
First National Bank Texas Spring, TX,
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Performed vault duties to handle large deposits and distribute currency to coworkers.
  • Achieved consistent recognition as top sales performer.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Presented new and additional products and services to existing customers.
  • Keyed customer details, including contact information and payment data into system, carefully observing all corporate procedures related to confidentiality.
Front End Specialist, 08/2015 - 04/2017
A.C. Moore City, STATE,
  • Offered friendly and efficient service to all customers, handled challenging situations with ease.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
  • Completed stockroom tasks by leading stock team, receiving and unpacking merchandise and placing all products out on sales floor.
  • Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
  • Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
  • Monitored cash drawers in checkout stations to verify adequate cash supply.
High School Diploma: , Expected in 06/2015
Mills E. Godwin High School - Richmond, VA
Status -

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Resume Overview

School Attended

  • Mills E. Godwin High School

Job Titles Held:

  • Relationship Banker
  • Team Member
  • Personal Banker
  • Front End Specialist


  • High School Diploma

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