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Relationship Banker Resume Example

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RELATIONSHIP BANKER
Professional Summary

Accomplished customer service professional offering nine years of experience in banking, financial counseling and two years of auto insurance experience. Combining deep industry knowledge to meet business needs and objectives. Proven capabilities in working independently or as part of professional banking team. Well-versed in solving routine and complex financial problems.

Skills
  • Adaptability
  • Continuous learning
  • Decision Making
  • Conflict Resolution
  • Teamwork
  • Time Management
  • Professional customer service
  • Relationship building and management
  • Financial Advising
  • Sales expertise
  • Risk mitigation
  • Strategic Planning
  • Self-motivated nature
  • Cross-selling expertise
  • Consumer banking
  • Cash Handling
Work History
Relationship Banker, 02/2020 to Current
Company Name – City, State

As a Relationship Banker I provided financial advice by applying financial disciplines from the industry. I served as a teller, ordered supplies and office equipment for the branch, did maintenance requests for vaults and office equipment. In addition to these duties I served as the lobby leader for the branch and helped with vault and ATM balancing.

  • Processed multiple customer requests for financial services per day, including scheduled appointments, reissuing statements, ordering additional checks and updating customer personal information in database.
  • Increased daily sales by upselling banking products and financial services to customers.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Continually boosted branch production and revenue by consistently meeting monthly and quarterly sales goals.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Developed tailored solutions to meet individual banking needs.
  • Balanced teller drawers and ATM cash.
  • Supervised branch operations and made continuous improvements in each area.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
Auto Circle Specialist/Member Solutions Specialist, 06/2011 to 07/2019
Company Name – City, State

United Services Automobile Association (USAA) | San Antonio, TX

Member Solutions Specialist (2011- 2016 & 2017 – July 2019)

Auto Circle Specialist (2016 - 2017)

As a Member Solutions Specialist I provided excellent customer service and facilitated product sales through various channels such as phone, mail and e-mail. I deepened the customer's relationship through a needs assessment and offered solutions through USAA's products and services.

  • Explained coverages, added and removed vehicles, generated insurance binders and cards, added lien holder information and made a seamless experience to find, buy and insure an automobile. Facilitated auto insurance policies and quotes
  • Recommended financial products and services to members, thoroughly explaining details.
  • Consulted with outside parties to resolve discrepancies and create effective solutions.
  • Regularly exceeded daily sales and product add-on quotas.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Responded to customer requests for products, services and company information.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Cultivated customer loyalty, promoted repeat customers and improved sales.
  • Leveraged sales expertise to promote financial products and capitalized on upsell opportunities.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals 90%.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Provided primary customer support to internal and external customers in fast-paced environment.
Research Scientist, 10/2010 to 05/2011
Company Name – City, State

As a Research Scientist I assisted in the performance of assignments that necessitated a basic working knowledge of scientific methods, in such areas as research, design and experimental testing. I was responsible for assignments that require the technical knowledge to adapt routine processes to meet the distinctive requirements of a specific phase of the research project.

  • Performed research into study topics to increase knowledge and ability to provide valuable contributions.
  • Wrote research papers, reports, reviews and summaries regarding Psychology.
  • I performed fieldwork in the area of research/study and was responsible for extracting, collecting and recording data. In addition, I performed routine analyses, tests and operations.
  • I assisted senior researchers with specific phases of the research project and created and maintained forms, databases, and various reports. Perform experiments and produce data for research publications.
  • I also monitored the progress of students, interns and volunteers on projects. Furthermore, when necessary I provide teaching, oversight, and direction on laboratory procedures and methodology. I periodically attend research related meetings and workshops.
  • Recognized abnormal test results and devised corrective actions to retain accurate and valid results.
  • Collaborated with leadership team to identify relevant questions and determine best methods of collection.
  • Maintained confidentiality of all patient information to conform to internal and other regulatory standards.
Education
Bachelor of Arts: Political Science, 12/2010
The University Of Texas At San Antonio - City, State
Bachelor of Arts: Psychology, 12/2010
The University Of Texas At San Antonio - City, State
Minor: Business Administration , 12/2010
The University Of Texas At San Antonio - City, State
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Resume Overview

School Attended

  • The University Of Texas At San Antonio

Job Titles Held:

  • Relationship Banker
  • Auto Circle Specialist/Member Solutions Specialist
  • Research Scientist

Degrees

  • Bachelor of Arts : Political Science , 12/2010
    Bachelor of Arts : Psychology , 12/2010
    Minor : Business Administration , 12/2010

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