Relationship Banker resume example with 7+ 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:
Professional Summary

Enthusiastic Banker eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Operations and Regulations and training in Investments. Motivated to learn, grow and excel in the Financial Investment Industry.

  • Account reconciliation
  • Banking
  • Customer service
  • Hiring
  • Insurance
  • Investments
  • Performance Management
  • Risk management
  • Sales
  • Sales Management
  • Sales and training
  • Settlements
  • Relationship building and management
  • Policy development and implementation
  • Financial Advising
  • Business Development
  • Cash Handling
  • Loans
  • File Maintenance
  • Reporting and documentation
  • MS Office
  • Organization
Work History
Relationship Banker, 01/2018 - Current
National Bank Of Arkansas Pineville, MO,
  • Demonstrates solid working knowledge of bank products and services.
  • Listens carefully to customers to understand their financial priorities and to recommend products and solutions that will benefit them.
  • Meets or exceeds individual performance sales goals while supporting the goals of the branch.
  • Ensures that all Tellers are aware of, and participating in, achievement of performance and sales goals.
  • Drives sales performance on the Teller line.
  • Participates in sales and training activities to reach closed referral goals.
  • Makes outbound calls to customers in order to discuss their financial needs and recommend products and solutions that would benefit them.
  • Actively promotes the bank's products and services by connecting customers through referrals to appropriate departments for specialized services.
  • Performs proactive outreach to customers and prospects during sales campaigns and promotions.
  • Serves as the primary sales role in the bank for Synovus Connect products.
  • Appropriately utilizes the Sales Management system to capture and track referrals.
  • Participates in daily kick-offs/huddles and weekly sales meetings.
  • Champions products as assigned and shares specific product information and sales tips.
  • Ensures proper lobby management to maximize customer service and sales opportunities.
  • Participates in the interviewing and hiring of Teller staff.
  • Ensures tellers are properly trained and assimilated into their role.
  • Provides training, coaching and mentoring to teller staff and ensures staff compliance with bank policies and procedures.
  • Supervises and schedules teller line operations to assure that sufficient staff is available and that customer transactions are processed accurately, efficiently, and courteously.
  • Assigns and reviews the work of tellers and offers guidance to tellers in handling complex customer transactions, balancing daily settlements, and meeting customer needs.
  • Understands the banks security policies and procedures, assists in opening and closing procedures and maintaining codes, alarm function, cameras, cash controls and other opening / closing related activities.
  • Monitors and maintains established levels of cash in the branch.
  • Determines what needs to be ordered and/or shipped.
  • Supply and verify cash to and from customers, tellers, and other branches.
  • Completes all phases of the Performance Management process for tellers, to include Goal Setting, Ongoing Coaching, and Year End Performance Review.
  • Coaches and counsels team members and ensures appropriate disciplinary action as needed.
  • Demonstrates high level of accuracy and efficiency when conducting customer transactions and maintains accurate records of all transactions.
  • Executes various customer transactions including but not limited to: receiving and paying out cash or other disbursements, cashing checks, accepting account deposits and withdrawals, accepting loan and credit card payments, issuing money orders, and Connections cards.
  • Demonstrates the ability to manage complex service issues independently.
  • Relationship Banker.
  • Proactively works with customers and prospects to maintain a consistent deposit and loan pipeline.
  • Develops referral sources to generate business for the individual and the team.
  • Knowledgeable of bank products and services and is proficient at opening and processing new demand and time deposit accounts including passbook accounts, IRAs, certificates of deposit, and money market accounts.
  • Issues counter checks, performs changes of address, redeems savings bonds, conducts money transfers, provides access to safe deposit boxes, receives loan payments and sells/buys foreign currency.
  • Monitors account files and updates customers upon maturity of fixed, time-based instruments.
  • Follows established policy and procedures ensuring accounts are opened accurately and timely.
  • Performs Teller credit and debit transactions as needed.
  • Follows established policy and procedures resulting in minimal cash outages and cash item losses.
  • Keyed customer details, including contact information and payment data into system, carefully observing all corporate procedures related to confidentiality.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Branch Banker 1, 06/2015 - 12/2017
Champion Windows Denver, CO,
  • Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects.
  • Support team sales process by acting upon or referring identified client needs to other lines of business (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Merchant Services).
  • Perform client service maintenance
  • Account reconciliation, address changes, stop payments, account closings, transfer, processing check orders).
  • Adhere to internal controls, operational procedures and risk management policies.
  • Perform teller transaction, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier's checks and redeeming savings bonds.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Customer Service Manager, 01/2011 - 02/2013
TitleMax City, STATE,

•Work to meet team sales goals by selling loan products to consumers, identifying local marketing strategies, leveraging business to business partnership opportunities, obtaining referrals, participating in community events, and more.
•Develop customer relationships and established unrivaled customer service in order to build new business, maintain store profitability, and further brand loyalty and recognition.
•Coach and develop team members and assist with employee management and training in order to maximize team's potential.
•Set performance standards and expectations while holding team accountable for upholding compliance with Company policies and procedures, as well as local, state, and federal laws and regulations.

Associate of Applied Science: Accounting And Business Management, Expected in 05/2018
West Georgia Technical College - Douglasville, GA,
High School Diploma: , Expected in 05/2017
Temple High School - Temple, GA

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Resume Overview

School Attended

  • West Georgia Technical College
  • Temple High School

Job Titles Held:

  • Relationship Banker
  • Branch Banker 1
  • Customer Service Manager


  • Associate of Applied Science
  • High School Diploma

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