relationship banker resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :

Current youngest banker of Bank Of America from Seattle with Hospitable professional offering persuasive and analytical personality traits needed to engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.

  • Account audits
  • Account closings
  • Recordkeeping requirements
  • Community relations
  • Employee motivation
  • Money handling
  • Financial processes understanding
  • Teller background
  • Creative thinking
  • Customer service-oriented
  • Business development
  • Resourcefulness
  • Hiring and recruitment
  • Marketing and sales
Relationship Banker, 09/2021 to Current
BmoVirtual, IN,
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Addressed inquiries from clients and relationship management department team members.
  • Developed culture of success rewarding performance, productivity and sales results.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Reduced bank losses by setting successful risk management policies.
  • Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
  • Identified which company offerings would best meet customer needs and provided additional details about pricing, support, shipping and maintenance.
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
  • Made continuous business adjustments to improve branch operations.
  • Maintained customer data confidentiality while inputting information into system.
  • Prepared appropriate forms regarding cards, checks and money orders.
  • Procured client credit reports and financial documents as needed.
  • Collected and recorded customer deposits and fees and issued receipts.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Compiled information on new accounts, entering into computers and filing related forms and other documents.
Cashier, 12/2018 to 04/2022
Lunds Byerly'sPlymouth, MN,
  • Promoted specific item options to drive sales and achieve add-on purchases.
  • Observed company return policy when processing refunds by inspecting merchandise for wear or damage.
  • Received payments for products and issued receipts.
  • Answered customer quests, provided store information and escorted to desired store areas.
  • Verified customer identification for alcohol or tobacco purchases.
  • Inspected items for damage and obtained replacements for customers.
  • Inventoried stock and placed new orders to keep supplies within optimal levels for expected demands.
  • Created attractive dessert trays for catering events.
  • Designed appealing product displays to maintain unique presentation.
  • Took precautions to avoid cross-contamination between food items.
  • Inspected baking equipment in accordance with cleanliness and safety standards.
Cashier , 09/2020 to 09/2021
Lunds Byerly'sMinnetonka, MN,
  • Operated cash register, collected payments, and provided accurate change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
  • Worked closely with front-end staff to assist customers.
  • Processed sales transactions to prevent long customer wait times.
  • Met high productivity standards in processing payments for customers.
Cashier , 01/2019 to 04/2021
Lunds Byerly'sPrior Lake, MN,
  • Operated cash register, collected payments, and provided accurate change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
  • Oversaw work of cashiers to identify strengths and weaknesses in customer service, payment processing or merchandising plans and maximize performance.
  • Devised promotional plans to target and move excess stock, high-profit items and soon-to-expire merchandise for easy sale.
  • Increased sales by suggesting specific complementary items to customers.
  • Maintained professional store appearance by inspecting checkout areas and directing team members in cleaning, trash removal and other actions.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Recruited and hired qualified candidates to fill open positions.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Delivered level of service to customers in effort to build upon relationships for future clients.
  • Completed daily sales reports and analyzed metrics to identify trends.
  • Adhered to store policies and procedures to maintain regulatory and legal compliance.
Education and Training
Associate of Arts: Communication Studies, Expected in 06/2021 to Seattle Central Community College - Seattle, WA
High School Diploma: , Expected in 06/2021 to Rainier Beach High School - Seattle, WA,
  • Honor Roll 2016-2021
  • Completed professional development in communication
  • Completed coursework in psychology, business and communication
  • 3.9 GPA
Native/ Bilingual
Native/ Bilingual

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Resume Overview

School Attended

  • Seattle Central Community College
  • Rainier Beach High School

Job Titles Held:

  • Relationship Banker
  • Cashier
  • Cashier
  • Cashier


  • Associate of Arts
  • High School Diploma

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