relationship banker resume example with 4+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
  • Detail-oriented Security Officer equipped with excellent memory and awareness of surrounding people, events and facilities. Skilled in responding to emergency situations and providing crisis intervention efficiently. Exercise sound judgment during crisis and emergency situations.
  • Seasoned mental health practitioner with demonstrated track record of successfully working with diverse client populations in one-on-one and group settings.
  • Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs.
  • Focused on providing professional service and support to every office visitor. Diligent about scheduling appointments, managing packages and routing mail to recipients. Positive nature with excellent people skills.

Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Adept Programmer specializes in developing custom-tailored solutions for discerning clients. Combines broad technical knowledge and insightful interpretive abilities to produce software guaranteed to satisfy fastidious customers. Tirelessly pursues mutually beneficial resolutions to all programming tasks and contracts.

  • Screening wands
  • Investigative skills
  • CCTV surveillance
  • Interior and exterior patrol
  • First aid and CPR certified
  • Fluent in Cape Verde Creole, English, Portuguese and Basic knowledge in Spanish
  • Conducting computer checks
  • Strong computer skills
  • Proficient in Microsoft Office Suite
  • Advanced Excel
  • Organizational skills
  • PowerPoint
  • Outlook
  • Multi-tasking skills, Technical skills, Report and document preparation, Database creation
  • Customer service
  • Database entry
  • Document editing
  • Scheduling and calendar management
  • Professional and mature
  • Recordkeeping Requirements
  • Account Closings
  • Teller Background
  • Project Management
  • Creative Thinking
  • Supervision & Leadership
  • Friendly, Positive Attitude
  • Flexible Schedule
  • Written and Verbal Communication
  • Building Confidence
  • Organization and Planning Skills
  • Problem-Solving Support
  • Developing Individualized Lessons
  • Google Drive
  • Software Quality Assurance
Relationship Banker, 10/2022 - Current
Century Bank Quincy, MA,
  • Opened and serviced accounts within authorized limits.
  • Addressed inquiries from clients and department team members.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Advised customers on bank products, services and financial planning options.
  • Integrated marketing promotions and programs into conversations to educate and inform customers.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Complied with security procedures and protocols when opening and closing bank vault.
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
Security Officer, 09/2019 - 12/2020
Ingleside At Rock Creek Washington, DC,
  • Inspected parking lot to verify vehicles were properly parked and displayed parking permits.
  • Patrolled industrial and commercial premises to prevent and detect signs of intrusion and secure doors, windows and gates.
  • Challenged suspicious individuals accessing restricted areas to prevent unauthorized entry.
  • Oversaw premises to identify safety risks and ensure employee and visitor safety.
Mental Health Counselor, 06/2016 - 12/2019
Job Corps Sacramento, CA,
  • Worked with parents and teachers to implement consistent behavior therapy techniques at home and school.
  • Provided counseling for relapse prevention, social issues and mental health problems.
  • Conducted psychiatric evaluations and executed medication management for both inpatient and outpatient facilities.
  • Delivered seamless care, minimizing misuse and diversion through close collaboration with peers.
  • Recorded comprehensive patient histories and coordinated treatment plans with multi-disciplinary team members.
  • Efficiently gathered information from families and social services agencies to inform development of treatment plans.
  • Taught clients anger management techniques, relaxation skills, impulse control, social skills, emotional coping skills and functional living skills.
  • Charted and recorded information in client files.
  • Documented all patient information including service plans, treatment reports and progress notes.
  • Conducted outreach, advocacy and rehabilitative services for regular cases and crisis intervention.
  • Assisted clients in scheduling home visits and phone calls and monitored effectiveness of these activities.
  • Quickly responded to crisis situations when severe mental health and behavioral issues arose.
  • Organized treatment projects that focused on problem solving skills and creative thinking.
Office Receptionist, 01/2017 - 08/2018
Nations Roof Houston, TX,
  • Instructed new hires on administrative procedures and company policies, closely checking work to verify performance.
  • Monitored vendors to maintain competitive pricing and efficient deliveries.
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
  • Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management.
  • Prepared, compiled and filed documents as well as reports presented to various parties.
  • Maintained office safety by screening visitors, updating logs and issuing temporary passes.
  • Scheduled appointments for staff.
  • Kept reception area clean and organized to offer positive first impression to every visitor.
  • Entered data in Microsoft access software to keep records of information.
  • Provided clerical support to all team members to improve office efficiency and enhance productivity.
  • Sorted and distributed business correspondence to correct department or staff member, reducing dropped communications and enabling faster responses to key requests.
  • Answering and forwarding phone calls.
  • Helping organize and maintain office common area
    Updating paperwork, maintaining documents and word processing
  • Maintained client accounts by obtaining, recording and updating personal and financial information.
  • Answered and directed incoming calls using multi-line telephone system.
  • Supplied callers with office address and directions, employee email addresses and phone extensions.
Education and Training
High School Diploma: , Expected in
Chelsea High School - Chelsea, MA
Status -
: , Expected in
Fisher College - Boston, MA
Status -
Activities and Honors

Honor Roll awards, Perfect Attendance

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Resume Overview

School Attended

  • Chelsea High School
  • Fisher College

Job Titles Held:

  • Relationship Banker
  • Security Officer
  • Mental Health Counselor
  • Office Receptionist


  • High School Diploma

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