relationship banker resume example with 8+ years of experience

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

Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Ready to bring years' of experience in related roles to a dynamic position.

  • Account audits
  • Recordkeeping requirements
  • Account closings
  • Community relations
  • Creative thinking
  • Money handling
  • Business development
  • Teller background
  • Hiring and recruitment
  • Financial processes understanding
  • Customer service-oriented
  • Employee motivation
  • Project Management
  • Security understanding
  • Persuasive communication style
  • Resourcefulness
  • Loss prevention
  • Retention strategies
  • Opening accounts
  • Real estate lending processes
  • Federal lending guidelines
  • Inbound customer calls
  • Spanish expertise
  • Generating referrals
  • Experience management
  • Risk management policies
  • Asset protection strategies
  • Operations understanding
  • Follow-up skills
  • Closing procedures
  • Promoting products
  • Comparing products
  • Cash ordering
  • Prospecting abilities
10/2013 to Current Relationship Banker Umpqua Bank Corp | Hillsboro, OR,
  • Addressed inquiries from clients and relationship management department team members.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Developed culture of success rewarding performance, productivity and sales results.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Verified amounts and integrity of every check or funds transfer.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Completed daily cash balancing, including the ATM.
  • Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
  • Developed asset protection strategies for clients.
  • Devised targeted solutions for various customers, including deposit, lending and investment services.
  • Put together and executed loan documents.
  • Achieved or exceeded personal sales goals on consistent basis.
06/2012 to Current Salesperson Hendrick Automotive Group | Franklin, TN,
  • Developed creative merchandising displays to achieve optimum visibility on key products.
  • Gathered information from clients to create solutions that achieved business needs and desires.
  • Welcomed customers, offered to help locate items and suggested merchandise without being intrusive or pushy.
  • Attracted and fostered leads through referrals and customer loyalty strategies.
  • Expanded client bases by offering exceptional customer service and telecommunication skills.
  • Calculated pricing, scanned tags, applied discounts, collected payment and offered receipts to process transactions.
  • Generated strong professional networks locally to initiate and foster profitable customer relationships.
  • Counted cash, made change and stored coupons to keep organized and balanced cash register drawer.
  • Assisted customers by asking open-ended questions to understand needs and suggest suitable merchandise.
  • Scheduled recategorization of merchandise to maintain corporate compliance and satisfy shelf standards.
  • Developed and maintained key relationships with consumers and businesses through effective communication strategies and interpersonal skills.
  • Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items.
  • Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
  • Built trust and loyalty by maintaining professionalism while persuading customers.
  • Processed payments and maintained accurate drawers to meet financial targets.
  • Planned and executed innovative merchandising to promote visibility on target products.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Identified customer needs and adjusted product offering to align with opportunities.
  • Assisted in training of new hires on organizational procedures, policies and sales techniques.
  • Determined specific needs of customers by conducting in-store surveys to learn how shoppers were spending personal time and money.
  • Processed merchandise returns and exchanges for customers to refund payments, trade items and offer store credit.
  • Supported training and development of new staff on company policy, procedures and sales tactics.
06/2013 to 01/2015 Youth Worker Salvation Army Usa | New Castle, PA,
  • Offered key emotional support to special needs youth.
  • Provided comprehensive assistance in multi-disciplinary environment.
  • Used calm, positive and encouraging approach with all youth.
  • Directed activities to promote growth in mental, emotional and educational areas.
  • Discussed available program services with potential participants and outlined procedures to facilitate smooth engagement in program processes.
  • Educated patients on various resources, services and programs to maximize care.
  • Observed safety protocols to minimize accidents and spread of disease.
Education and Training
Expected in 06/2014 to to Associate of Science | Spanish And Liberal Arts Monroe Community College, Rochester, NY GPA:

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Resume Overview

School Attended

  • Monroe Community College

Job Titles Held:

  • Relationship Banker
  • Salesperson
  • Youth Worker


  • Associate of Science

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