relationship banker resume example with 6 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:
  • :
  • Motivated Individual enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with banking regulations and best practices. Adept at operating in high-volume, competitive bank settings.
  • Excellent sales and service strengths, as well as in-depth understanding of account management, transaction processing and recordkeeping requirements.
  • Well-versed in strong relationship-building, time management and documentation skills.
  • Management-responsible for planning, directing and overseeing the operations of a retail business
  • Customer Service Excellence -attract potential customers by answering product service questions.
  • Computer Skills - Microsoft Office (Word, Excel, Outlook), Data Entry
  • Social Media- (Facebook, LinkedIn, Instagram, Twitter)
  • Customer support
  • Payment processing
  • Customer relations
  • Senior leadership support
  • Technologically savvy
  • Call center experience
  • Business development understanding
  • Inbound and outbound calling
Asst. Branch Manager, 08/2022 - Current
Central Bancompany O'fallon, MO,

In this role, management of the branch and its' staff and servicing existing customers is the primary focus of the position. I serve as key driver to grow the business through proactive identification of sales opportunities with customers to support achievement of annual branch sales goals. I also assist with the following:

  • Assist branch management in administering and directing employee coaching, sales/business development, marketing, and operations of the branch.
  • Meet with customers entering the branch to assess and identify customers’ immediate and long- term financial needs; present all appropriate options and complete the sale and/or referral of products and services as appropriate
  • Oversee concerns around staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Relationship Banker, 05/2021 - 08/2022
M&T Bank Schuylkill Haven, PA,

As a Relationship Banker, my role includes assisting both retail & business customers reach their financial goals by helping through the entire process of probing and mapping out what route makes sense for the goal my customer is trying to achieve. Then introducing credit/loan products that add value and make sense. Some of these products include Home Equity Lines of Credit, Installment Loan, Auto Loans, and Credit Cards. I process loan applications, and worked with underwriters to gather the necessary documents( Tax Docs, Proof of Income, Home Owners insurance, etc.) to push the loan forward for approval.

I also do the following:

  • Playing a key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up)
  • Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
Senior Service Associate, 03/2020 - 05/2021
Sc Fuels El Cajon, CA,

As an SSA, I would Identify walk-in customers' needs through the Bank’s retail sales process to provide basic sales solutions for basic customer needs was responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. I work as a key driver of branch referrals that assist the branch team to achieve annual sales goals.

My role also included :

  • Educating customers on current bank processes, solutions, deposits and other convenience services/available channels
  • Explaining features and benefits of solutions (credit cards, overdraft line of credit, installment loans) and have basic knowledge of when it is an appropriate solution
  • Opening new Demand Deposit/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each
  • Explaining at a high-level criteria used to decision loan applications
  • Transitioning service/sales consultation to account opening process
  • Completing business account servicing request for research, disputes, loan payments, loan advances, collateral releases, wire transfers, official check request, statement request and credit inquires
Customer Service Representative, 12/2018 - 07/2019
Abm Boise, ID,

I spent my time at Spectrum/ Charter Communications in the customer service role ( Call Center) troubleshooting and resolving technical cable and video service issues, including repair, billing, and accounts thrived as a tech-savvy problem solver who can multitask to repair a variety of services and equipment.

  • As a Video Repair Representative, I used patience and effective communication skills to uncover customer needs, answer questions, and leave a positive impression on customer interactions.
  • Working as video Repair Representatives made a real difference to customers and the company, providing over-the-phone video support and repair services that keep people connected.
  • I advanced with diagnostic tools & systems that helped me address technical inquiries and get services running smoothly and talking customers through fixes.
Manager, 05/2015 - 10/2018
Company Name City, State,

I was a manager which required management training, in which I completed. I managed a staff of 4 during the night shift.

Some of my duties included:

  • I opened and closed the store by processing daily paperwork, balancing register drawers, producing staffing schedules and preparing deposits.
  • Greeted and encouraged feedback from customers, using feedback to implement positive changes within store.
  • Helped train new coming employees.
Education and Training
BBA: Political Science, Expected in 09/2024
SUNY Buffalo State - Buffalo, NY
Status -
Two Years : Nursing, Expected in 05/2019
D'Youville College - Buffalo, NY
Status -
High School Diploma: , Expected in 06/2017
Frederick Law Olmsted| Gifted & Talented Program - Buffalo, NY,
Status -
  • Hispanic Women's League 2020 Scholarship Recipient
  • Say YES Scholarship Recipient
  • Business Owner (Indigo Spirit)
  • Notary Pulic (New York State)
  • Leadership Member in Latino Resource Group
  • Trainer/ Mentor

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Resume Overview

School Attended

  • SUNY Buffalo State
  • D'Youville College
  • Frederick Law Olmsted| Gifted & Talented Program

Job Titles Held:

  • Asst. Branch Manager
  • Relationship Banker
  • Senior Service Associate
  • Customer Service Representative
  • Manager


  • BBA
  • Two Years
  • High School Diploma

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