relationship banker resume example with 13+ 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:
  • :

Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.

  • Recordkeeping Requirements
  • Account Audits
  • Account Closings
  • Creative Thinking
  • Customer Service-Oriented
  • Security Understanding
  • Teller Background
  • Financial Processes Understanding
  • Money Handling
  • Persuasive Communication Style
  • Account Type Familiarity
  • Account Verification and Reconciliation
  • Customer Care Experience
  • Problem Resolution
  • Relationship Building
  • Good Work Ethic
  • Active Listening
  • Critical Thinking
  • Reliable & Trustworthy
  • Organizational Skills
Relationship Banker, 09/2013 - Current
Citizens National Bank Sevierville, TN,
  • Modified, opened and closed customer accounts.
  • Participated in training and mentoring of new associates, assisting with onboarding .
  • Addressed inquiries from clients and department team members.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Advised customers on bank products, services and financial planning options.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
  • Complied with security procedures and protocols when opening and closing bank vault.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Opened and serviced accounts within authorized limits.
Service Cashier, 01/2011 - 06/2013
Marriott International Reno, NV,
  • Maintained work area and kept cash drawer organized.
  • Checked in vendors to verify deliveries with invoices.
  • Counted and balanced cashier drawers.
  • Assisted customers by providing information and resolving complaints.
  • Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
  • Answered phone calls to assist customers with questions and orders.
  • Greeted customers promptly and responded to questions.
  • Scanned items and checked pricing on cash register for accuracy.
  • Handled customer complaints and concerns, escalating complex issues to direct supervisor for quick resolution.
  • Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
  • Processed customer payments quickly and returned exact change and receipts.
  • Operated cash register to accept various payments for selected merchandise and services.
Vault Custodian, 06/2008 - 06/2010
Gardaworld Milford, OH,
  • Complied with vault procedures and controls and cross-trained other staff members in vault processes to verify consistent services.
  • Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.
  • Researched and resolved out-of-balance transactions via electronic or paper receipts and transaction manager naming system for retrieving check items.
  • Adhered to regulatory and company security and audit procedures.
  • Reconciled branch vaults, balanced cash drawers and followed company cash control guidelines and procedures to protect customer and employer assets.
  • Balanced daily cash deposits and bank vault inventory with zero error rate.
  • Prepared and securely shipped excess coin and currency to Federal Reserve Bank or correspondent banks, balanced completed work and compiled inventory reports.
  • Prepared daily branch [Type] invoices.
  • Supervised tellers to verify compliance with both federal and local regulations.
  • Counted cash and bagged or filled cassette trays for ATMs or business customers, prepared cash for delivery routes and reported cash discrepancies.
  • Produced and filed daily reports covering [Area], [Area] and [Area].
  • Maintained and monitored coin and currency levels in bank vault and verified coin and currency sums received from branches, correspondent banks, customers and tellers.
  • Maintained accurate teller drawer using high attention to detail while handling customer bank transactions.
  • Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
Education and Training
Bachelor of Science: Education, Expected in 06/2007
St. Louise De Marrillac College - Cebu, Philippines,
Status -
English :
Negotiated :
Tagalog :
Negotiated :
  • Recognized as Employee of the Core Values Award 2020 for outstanding performance and team contributions.

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Resume Overview

School Attended

  • St. Louise De Marrillac College

Job Titles Held:

  • Relationship Banker
  • Service Cashier
  • Vault Custodian


  • Bachelor of Science

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