Relationship Banker Resume Example
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RELATIONSHIP BANKER
Summary
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.
Skills
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Experience
Umpqua Bank Corp | Hillsboro , ORRelationship Banker10/2013 - Current
- 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.
Hendrick Automotive Group | Franklin , TNSalesperson06/2012 - Current
- 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.
Salvation Army Usa | New Castle , PAYouth Worker06/2013 - 01/2015
- 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
Monroe Community College | City, StateAssociate of Science in Spanish And Liberal Arts06/2014
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Resume Overview
School Attended
- Monroe Community College
Job Titles Held:
- Relationship Banker
- Salesperson
- Youth Worker
Degrees
- Associate of Science in Spanish And Liberal Arts
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