relationship banker resume example with 5+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
:
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.
Skills
Relationship building and management
Financial Advising
Business Development
Sales expertise
Financial services
Sales and marketing
Negotiation expertise
Flexible and Adaptable
File Maintenance
Critical Thinking
Interpersonal Communication
Excellent Communication
Work History
Relationship Banker, 05/2021 to Current Crossfirst Bankshares, Inc. – Dallas, TX,
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.
Presented new and additional products and services to existing customers.
Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Approached prospective clients through cold calling and emails to meet sales targets.
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.
Member Service Representative, 01/2016 to 08/2019 Sce Federal Credit Union – Las Vegas, NV,
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Followed up with customers regularly via phone and email to obtain payments and schedule services.
Researched and rapidly resolved client conflicts to maintain key accounts.
Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
Maintained accurate and current customer account data with manual forms processing and digital information updates.
Described product highlights and benefits to help guide purchasing decisions.
Trained and directed new employees in call script use, conflict resolution and data entry practices to boost customer satisfaction ratings.
Delivered prompt service to prioritize customer needs.
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.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Maintained up-to-date knowledge of product and service changes.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Met customer call guidelines for service levels, handle time and productivity.
Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
Optimized customer support by establishing collaborative service environment.
Assistant Project Manager, 10/2017 to 05/2018 Webcor Builders, Inc. – Ridgecrest, CA,
Closely collaborated with project members to identify and quickly address problems.
Delivered high level of service to clients to both maintain and extend relationship for future business opportunities.
Maintained tactical control of project budgets and timelines to keep teams on task and achieve schedule targets.
Compiled information from multiple, reliable sources and uploaded to system using Excel.
Reported regularly to managers on project budget, progress and technical problems.
Maintained open communication by presenting regular updates on project status to customers.
Cashier, 08/2014 to 12/2015 Concord Hospitality – Savannah, GA,
Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
Worked flexible schedule and extra shifts to meet business needs.
Helped customers complete purchases, locate items and join reward programs.
Restocked and organized merchandise in front lanes.
Answered questions about store policies and addressed customer concerns.
Collected and authorized payments of guests.
Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
Education
MBA: Finance, Expected in 05/2021 to Bethel College - Mishawaka, IN GPA:
Bachelor of Arts: Business, Expected in 05/2018 to Holy Cross College - Notre Dame, IN GPA:
Bachelor of Arts: Psychobiology, Expected in 05/2018 to Holy Cross College - Notre Dame, IN GPA:
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