relationship banker resume example with 5+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

  • Banking
  • Relationship building and management
  • Financial services
  • Sales expertise
  • Cash Handling
  • Banking operations knowledge
  • Proficiency with Microsoft Office, Word, Excel, Google Docs, Google Sheets, Google Slides, PowerPoint, Synergy, Lexis Nexis, Interact, Quickbooks, Google workspace and many more.
  • File Maintenance
  • Critical Thinking
  • Highly Efficient
  • Effective communication skills
  • Exceptional customer service
  • Conflict resolution
  • Strong Organizational Skills
  • Task Prioritization
  • Professional and Courteous
  • Multitasking and Time Management
  • Meticulous Attention to Detail
  • Research and Analytical Skills
  • Multi-Line Telephone Systems
  • Office Equipment Operation
  • Verbal and Written Communication
  • Judgment and Decision Making
  • Supply Inventory Control
  • Data Entry
  • Writing and Editing Skills
  • Bilingual in Spanish and English
  • Reception Duties
Florida International University Miami, FL Expected in 01/2022 Bachelor Of Applied Arts : Psychology - GPA :
Gold Coast Schools , Expected in 03/2022 License : Real Estate - GPA :
Broward College Pembroke Pines, FL Expected in Associate's Degree : Psychology - GPA :
Work History
Esl Federal Credit Union - Relationship Banker
Victor, NY, 07/2019 - Current
  • Worked with clients to address and respond to client and partnership management issues.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Increased daily sales by upselling Deposit and Credit banking products and financial services to customers.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Presented new and additional products and services to existing customers.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Solved customer challenges by offering relevant products or services.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.

*Due to the pandemic, I was placed in the AML/KYC Due Diligence Department on a temporary work assignment.

  • Communicated negative findings to lines of business and supplied guidance on course of action.
  • Communicated with various business units to obtain necessary information for investigations.
  • Identified and researched patterns, trends and anomalies in transactional and customer data to detect and prevent suspicious activity related to money laundering and terrorist financing.
  • Performed risk-based analysis and remediation for business and consumer accounts per banking guidelines.
  • Interacted with compliance representatives to assess potential unusual activity.
  • Researched and verified parties involved in suspicious activities and transactions against various databases such as LexisNexis and World-Check.
  • Used transactional and customer records, external data and publicly available information to identify suspicious or unusual activity.
  • Interpreted regulatory rules or rule changes and communicated with others through corporate policies and procedures.
  • Prepared and submitted regulatory file applications and supporting documentation.
  • Provided pre-, ongoing, and post-inspection follow-up assistance to governmental inspectors.
Arthur J Gallagher & Co. - Inbound Sales representative
Dublin, OH, 04/2018 - 07/2019
  • Memorized scripts to achieve easy conversational flow in interactions with potential customers.
  • Communicated with customers regarding marketing campaigns and promotions, answering questions and addressing concerns.
  • Developed and maintained working knowledge of products and services to deliver timely, accurate information.
  • Documented details of calls and customer interactions.
  • Performed work in compliance with established regulations, policies and standard operating procedures.
  • Worked with multiple means of communication within fast-paced environment.
  • Supported sales department in handling new subscriber orders, account inquiries and assigned tasks.
  • Utilized automated systems to log and retrieve information.
  • Responded to customers within required turnaround times.
  • Initiated files by collecting and entering demographic, provider and procedure information into system.
  • Increased overall sales through streamlining sales procedures and maintaining long-term relationships with clients.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Recommended products to customers, thoroughly explaining details.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.

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Masterbrand Cabinets Inc. - Operator
Columbia, SC, 11/2016 - 06/2018
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Performed clerical work such as sorting mail, restocking supplies and typing documents.
  • Maintained up-to-date knowledge of emergency call procedures.
  • Received incoming calls and paged individuals and departments over PA system.
  • Attended safety training meetings to learn procedures for handling medical and fire emergency calls.
  • Operated digital paging system to notify recipients of incoming calls.
  • Searched relevant directories to find contacts, business addresses, and general information for callers.
  • Responded to service requests during and after business hours.

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Resume Overview

School Attended

  • Florida International University
  • Gold Coast Schools
  • Broward College

Job Titles Held:

  • Relationship Banker
  • Inbound Sales representative
  • Operator


  • Bachelor Of Applied Arts
  • License
  • Associate's Degree

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