relationship banker resume example with 13+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Adept at operating in high-volume, competitive settings. Excellent sales and service strengths, as well as in-depth understanding of account management, transaction processing and recordkeeping requirements. Accommodating New Accounts Representative following proper procedures in opening accounts, including filling out paperwork, computer input and obtaining credit reports. Experience communicating with over 50 existing and potential customers daily. Diligent and articulate with advanced expertise in prospecting.

  • Recordkeeping requirements
  • Account closings
  • Financial processes understanding
  • Employee motivation
  • Project Management
  • Persuasive communication style
  • Loss prevention
  • Resourcefulness
  • Security understanding
  • Proficient in word processor and spreadsheets.
  • Money handling
  • Creative thinking
  • Hiring and recruitment
  • Customer service-oriented
  • Business development
  • Customer care experience
  • Marketing campaigns
  • Multimedia presentations
  • Marketing and sales
07/2019 to Current Relationship Banker Umpqua Bank Corp | Portland, OR,
  • Advised customers on bank products, services and financial planning options.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Addressed inquiries from clients and relationship management department team members.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Developed culture of success rewarding performance, productivity and sales results.
  • Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Made continuous business adjustments to improve branch operations.
  • Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Compiled information on new accounts, entering into computers and filing related forms and other documents.
  • Responded efficiently to customer queries and complaints to find solutions and diffuse tension.
  • Answered customers questions and explained available services such as accounts, bonds and securities.
  • Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Maintained customer data confidentiality while inputting information into system using CMC and Interact.
  • 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.
  • Provided exemplary service to customers by utilizing such skills as problem solving and risk management.
10/2016 to 06/2019 Commercial Sales Manager Beacon Roofing Supply, Inc. | Santa Ana, CA,
  • Implemented commercial strategies established by company objectives targeting growth opportunities.
  • Maintained effective customer communications and built strong customer relationships.
  • Visited and investigated local companies to determine and meet exact needs.
  • Monitored sales growth vs. budget expectations prior to implementing marketing strategies and business plans.
  • Promoted exemplary leadership by communicating company's goals and strategic vision.
  • Analyzed competitor markets and reviewed trends.
  • Conducted market research and analysis to identify business opportunities, dramatically increasing expansion.
  • Implemented packaged sale programs for various products to increase profits.
  • Evaluated local market to change sales tactics and product descriptions.
  • Performed regular employee evaluations by calling clients and surveying experiences.
  • Communicated with marketing team to maximize campaign effectiveness.
  • Supported all sales team members to drive growth and development.
  • Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.
  • Contacted customers via phone and email to explore connections, offer services and cement relationships.
  • Established sales goals and strategies that contributed to increased growth in sales and profitability.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Implemented creative sales and marketing strategies to assist sales team with reaching targets.
  • Employed techniques such as cold calling, prospecting and networking to land new customers and penetrate new markets.
  • Elevated team performance via strategic planning and coaching in areas of prospecting, sales and value-added presentations.
  • Supervised and trained 9 employees on successful selling techniques.
  • Managed employee payroll, hiring, termination, and training to ensure maximum productivity.
  • Built sales forecasts and schedules to reflect desired productivity targets.
  • Secured sales targets by building successful sales teams, preparing yearly sales and marketing budgets and implementing strategic action plans.
  • Boosted profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
08/2007 to 08/2016 Store Manager/Service Writer Duxler Complete Auto Care | City, STATE,
  • Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
  • Processed daily paperwork, balanced register drawers, produced staffing schedules and prepared deposits.
  • Generated repeat business by responding to customer concerns with friendly and knowledgeable service.
  • Oversaw inventory management through cycle counts, audits and shrinkage control.
  • Resolved customer problems by investigating issues, answering questions and building rapport.
  • Exceeded team goals and resolved issues by sharing and implementing customer service initiatives.
  • Boosted sales by 25% by cultivating customer rapport and delivering superior customer service.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
  • Corrected operational discrepancies by developing and executing process improvements.
  • Assessed, optimized and elevated operations to target current and expected demands.
  • Oversaw all store operations while generating $250,000 in monthly sales.
  • Managed inventory tracking and physical inventory counts to minimize loss.
Education and Training
Expected in to to | Business Management Albertus Magnus College, New Haven, CT GPA:
Activities and Honors

Bank of America's Valiant Award Winner of 2020

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Resume Overview

School Attended

  • Albertus Magnus College

Job Titles Held:

  • Relationship Banker
  • Commercial Sales Manager
  • Store Manager/Service Writer


  • Some College (No Degree)

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