LiveCareer-Resume

relationship banker resume example with 12+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Professional Summary

A position that offers professional challenges utilizing interpersonal skills that will result in long term career advancement and success. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Skills
  • Customer relationship management
  • Self-Motivated, leadership, work independently
  • Adaptability to at work within tight deadlines and a fast-paced atmosphere.
  • Excellent organizational skills for maintaining accurate records
  • Obtain and compile copies of loan applicants required documentation
  • Proficient in Microsoft Office ( word, excel, outlook)
  • Financial counseling
  • Mortgage Loan applications and disclosing
  • Ability to analyze and comprehend complex financial data and provide financial solutions
  • Professional and effective interpersonal skills
  • Mortgage processing, underwriting, and closing procedures
  • Knowledgeable of government regelati0ons and lending practices
  • Complies with applicable mortgage laws and policies; ensures compliance with HMDA requirements.
  • Strong communication, oral, organizational, analytical, problem-solving and time management skills; ability to work in stressful situations
Work History
Relationship Banker, 03/2015 to Current
Limestone BankHillview, KY,
  • Provide excellent member service
  • Proficient in disclosing loan documents i.e
  • Personal, home equity, mortgage loan applications
  • Successful at diffusing member dissatisfaction by providing positive solutions before the problem escalated
  • Recommend financial services to increase members portfolio
  • Developed and maintained courteous and effective working relationships with co-workers
  • Continually boosted branch production and revenue by 200 % by consistently meeting all monthly and quarterly sales goals
  • Coordinating and directing all aspects of the loan process, keeping the customer well informed of same, and providing information and required documentation to customers in a timely manner.
  • Recognized for steller performance
  • Proved successful working within tight deadlines and a fast-paced atmosphere.
  • Strong computer skills including a fundamental understanding of MS applications, and database management
  • Experience utilizing laptop technology for communication purposes, including accessing rate, credit, and loan status information
  • Solid time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously
  • Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences
  • Ability to analyze and comprehend complex financial data and provide financial alternatives
  • Professional and effective interpersonal skills
  • Enthusiasm for assignments and the ability to meet established timelines
  • Demonstrated understanding of Mortgage processing, underwriting, and closing procedures
  • Knowledge of conventional and/or government lending guidelines
  • Understanding of Federal Regulations governing Real Estate Lending
  • Understanding of TILA-RESPA Integrated Disclosure Rule (TRID)

coaching & mentoring of new staff members

Service Specialits , 05/2011 to 03/2015
First Horizon National Corp.Ponte Vedra Beach, FL,
  • Evaluated systems according to predetermined checklist and noted issues.
  • Installed new equipment and explained operation and routine maintenance protocols to customers.
  • Diagnosed and troubleshot problems, repairing and restoring machines to peak performance.
  • Reviewed technical documentation to complete equipment maintenance and repair.
  • Kept administrative records current and accurate to promote efficiency and team effectiveness.
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
  • Cross-trained and provided back up for customer service managers.
  • Promptly responded to inquiries and requests from prospective customers.
  • Communicated professionally with colleagues, freelancers and clients.
  • Responded proactively and positively to rapid change.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
  • Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
  • Applied highly effective selling skills while properly engaging and presenting solutions to customers.
Teller, 08/2008 to 05/2010
Vantage West Credit UnionCity, STATE,
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Executed wire transfers, stop payments and account transfers.
  • Maintained friendly and professional customer interactions.
  • Calculated fees due, interest and change for customer transactions.
  • Maintained energy and enthusiasm in fast-paced environment.
Education
Vocational Degree = Associate : Travel & Tourism, Expected in 10/1989 to Intensive Trainers Instute - Tucson, AZ
GPA:
Certifications
  • NMLS 2015-PRENTS, [Company Name] - [Timeframe]
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Resume Overview

School Attended

  • Intensive Trainers Instute

Job Titles Held:

  • Relationship Banker
  • Service Specialits
  • Teller

Degrees

  • Vocational Degree = Associate

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