relationship banker resume example with 15+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • PROFILE: Successful Relationship Banker
  • Proactive bank operations supervisorEnergetic
  • People-oriented
  • Excellent time management skills
  • Excels in team leadership
  • Strong interpersonal skills
  • Dependable
  • Multilingual in [languages]
  • with over 15 years of progressive and successful sales experience many positions of increasing responsibility and duties. Excellent record of accomplishment of delivering outstanding results in sales and Branch management, staff supervision, and customer service. Well-regarded interpersonal, critical, and problem-solving skills that contribute to seamless banking operations. Experience at educating staff and customers on banking products and policy, ready to recommend what best meet their short and long-term needs.
  • Proficient with MS Office (Word, Excel, outlook, PowerPoint Lotus Notes and CRM)
  • Customer Service Experience
  • Banking Products & Development
  • Loan & Account Origination
  • Current & Prospect Business Development
  • Staff Training & Development
  • Teller operations
  • Sales Management
  • Marketing Financial Services
  • Microsoft Word, Excel, Lotus Notes, Outlook, PowerPoint, Accounting software, CRM and the internet.
  • Excellent supervisory and creative skills with the ability to lead and achieve excellent results.
  • Able to work in a fast-paced setting and quickly recognize business goals and objectives.
  • Positive personality with excellent customer service skill and a critical thinker.
  • Reliable
  • Energetic
  • People-oriented
  • Excellent time management skills
  • Excels in team leadership
  • Excellent work ethic
  • Dependable
  • Strong interpersonal skills

Achieved top 30 percentile in monthly sales in 12 months.

Relationship Banker, 04/2012 -
Pnc Financial Services Group, Inc. Brandon, FL,
  • for one of the top 25 U.S.
  • bank by assets with a market capitalization of $3.1billion.
  • Well over $22 billion in loans.
  • First Niagara is a risk management among to 50 insurance companies within 4 U.S.
  • State.
  • Consistently increase business through prospecting, referrals, networking and new client.
  • Supervise train and motivate Branch staff of 3 Tellers to successfully help achieve branch goal.
  • Identify sales opportunities for the branch by working every lead capture from prospecting and referral by company.
  • Successfully Lead a team of 5 associate to prepare and closed one the HSBC Bank, Newburgh.
  • NY, Branch.
  • May 2012 effectively assisted the Highland Falls Branch through a bank conversion.
  • While sustained positive attitude, ownership problem solving delicate customer issues while consistently meeting sales goals, and deepening customer's relationships.
  • Consistently recognize for leaving the Company Brand and being positive.
  • Help quarterly increase branch revenue and rank.
Senior Teller, 05/2002 - 05/2012
Plainscapital Olmito, TX, USA
  • opened and closed the branch.
  • Maintained the vault and associated security procedures.
  • Insure sufficient cash in the branch, prepare work schedule and coaching 5 associate on bank products and policies.
  • Opened new accounts and handled account maintenance.
  • Organized and removed old files at the branch for too long and prepare to forward to Iron Mountain for archive.
  • Execute a branch cash limit to prevent from being over branch cash limits.
  • Followed bank policies and procedures, and applied a high degree of accuracy to process customer's transactions in a timely manner.
  • Provide training and welcome new employee Coordinate work flow Conduct monthly and bimonthly audits for review by Branch Manager.
  • Prospecting new customer and maintain current clients inform with new bank policies and new products.
  • Selected by District Manager for leaving Company brand and mentor.
Bank Teller, 01/2000 - 12/2002
Applied Card Systems Wilmington, DE,
  • managed customer transactions; processed sales referrals, and promoted bank services and procedures.
  • Consistently provided outstanding services.
  • Developed fliers to promote new and existing produces.
  • Selected to serve as greater; trusted with complex customer issues and results.
  • Selected by regional Manager as the best teller referrals in district.
  • Award company bonus several quarters.
Office Assistant, 01/1997 - 12/2000
Rely Services Schaumburg, IL,
  • Clerical data entry opened and closed garage.
  • Renewal customers monthly pass.
  • Ensured customer gets to the train on time.
  • Schedule removal of unpaid monthly pass.
  • Trained new sales Associate to run the outside lot.
  • Maintained proper office and lobby housekeeping.
  • Referral yearly passes vs.
  • monthly to new and existing customer.
Sales Representative/Lab Assistant, 01/1999 - 12/2000
  • selected to demonstrate, referral all new, and existing camera to customer.
  • Knowledgeable with digital film vs.
  • 35-millimeter film.
  • Development of black & white film as well as color.
  • Referral duplicates print vs.
  • single print.
  • Manage store and help train new associate with client privacy and new products.
  • Sustain accurate audits and record of all merchandises.
  • Help interview new store associate with company brand.
3 credits in Analyzing Financial Statements: , Expected in April 2014
Stevens-Henager College - Salt Lake City, Utah
Status -
Associate Degree: Business Management & Accounting, Expected in October 2012
- ,
Status - Business Management & Accounting
Creole, French and English.
Professional Affiliations
Member of Highland Falls Chamber of Commerce, Highland Falls, NY
Accounting software, banking, Business Development, Clerical, coaching 5, color, interpersonal, conversion, CRM, client, clients, Customer Service Experience, excellent customer service, customer service, data entry, Staff Training, English, fast, film, Financial, Analyzing Financial Statements, French, insurance, Lotus Notes, market, Marketing, mentor, Excel, MS Office, office, Outlook, PowerPoint, 3.1, Word, Microsoft Word, networking, camera, policies, problem solving, problem-solving skills, risk management, sales experience, sales, Sales Management, staff supervision, supervisor, supervisory

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Resume Overview

School Attended

  • Stevens-Henager College

Job Titles Held:

  • Relationship Banker
  • Senior Teller
  • Bank Teller
  • Office Assistant
  • Sales Representative/Lab Assistant


  • 3 credits in Analyzing Financial Statements
  • Associate Degree

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