relationship banker resume example with 2 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -

Detailed Finance Intern capable of dedicating [Number] to [Number] hours per week to an internship. Outstanding computer, multitasking, and job prioritizing skills. Fair business acumen and business abilities with superior knowledge of [Finance Topic] and [Finance Topic]. Hardworking and reliable [Job Title] with strong ability in [Task] and [Task]. Offering [Soft skill], [Soft skill] and [Soft skill]. Highly organized, proactive and punctual with team-oriented mentality. Ambitious student pursuing [Area of study] degree eager to contribute developed knowledge in [Job Title] role. Skilled in [Skill] and [Skill] in [Type] settings. Adaptable and driven with strong work ethic and ability to thrive in team-based or individually motivated settings.

  • Ability to work under pressure
  • Organizing
  • Rapport
  • Sales
  • Customer service-oriented
  • Creative thinking
  • Bilingual
  • Team collaboration
  • Portfolio performance reporting
  • Problem Solving
  • Time Managment
  • Adaptability
  • Social skills
  • Relationship development
  • MS Office
06/2018 to 10/2019
Relationship Banker Umpqua Bank Corp Spokane, WA,
  • Daily duties included communicating face to face with customers and providing them with the best possible product that suits their needs.
  • Maintaining weekly delegations and organizing paperwork to send out to the corporate office.
  • Developed rapport with customers and refer them to mortgage professionals to talk about refinancing and home loan rates.
  • Utilized Salesforce to schedule appointments with customers.
  • Advised customers on bank products, services and financial planning options.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Modified, opened and closed customer accounts.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
  • Compiled information regarding new accounts and entered information into computers and file related forms.
  • Answered customers questions and explained available services such as accounts, bonds and securities.
  • Responded efficiently to customer queries and complaints to find solutions and diffuse tension.
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
  • Maintained customer data confidentiality while inputting information into system using Salesforce
01/2018 to 06/2018
Intern Builders Firstsource, Inc. Arlington, WA,
  • Completed stock reviews for clients and provided each client with detailed information about the stocks they hold.
  • Assisted in the completion of IRA forms for clients who needed aid.
  • Arranged quarterly calls to clients about their portfolio.
  • Provided a market factoid every week.
  • Filed quarterly reports for each client’s portfolios and would send the reports to clients via mail or email.
  • Worked under the supervision of a Certified Financial Planner.
  • Coordinated project files to support [Job title] and enhance team success.
  • Assisted with clerical needs including answering telephone calls, performing database management and drafting correspondence.
  • Managed daily activities to improve company's social media presence.
  • Adhered to strict security protocols to protect confidentiality of all data.
  • Enhanced [Type] operations by conducting quarterly reviews of financial and performance data.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Supported [Job title]s in performing financial due diligence and maintaining portfolios.
  • Reviewed and rebalanced client portfolios to adhere to client investment limits.
  • Researched investment alternatives in alignment with client financial objectives and allocation guidelines.
  • Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses.
  • Investigated market, modeled trends and drafted reports on stock options.
09/2017 to 12/2017
Intern Builders Firstsource, Inc. Carrollton, TX,
  • Reached out to small business owners and offered recommendations to improve processes and maximize productivity.
  • Learned about small business advising.
  • Answered numerous phone calls per day and took messages or transferred to appropriate party.
  • Liaised with management and instructors to receive constructive criticism for areas needing improvement.
Education and Training
Expected in 2021 to to
Bachelor of Science: Finance
University of Illinois At Chicago - Chicago, IL
Activities and Honors
  • ALPFA at UIC (Member): September 2017- current
  • Association of Latino Professionals for America we are an organization that helps Latino Americans connect with business professionals and provide them with the tools they need to succeed in the business world Bilingual
  • Spanish – State Seal of Biliteracy 2

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Resume Overview

School Attended

  • University of Illinois At Chicago

Job Titles Held:

  • Relationship Banker
  • Intern
  • Intern


  • Bachelor of Science

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