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Relationship Banker Resume Example

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RELATIONSHIP BANKER
Professional Summary

Methodical relationship banker possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 2 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team. Hardworking Financial Analyst Intern with superior mathematics skills. Detail-oriented, friendly and adept at using software packages to create portfolios and analyze financial data. Service-oriented Retail Store Supervisor with 3 years of experience. Adept at product merchandising and teaching POS softwares. Successful at customer service and committed to increasing profits.

Skills
  • Billing and Invoicing
  • Packaging
  • Proofreading and editing
  • Goal development
  • Multidisciplinary team collaboration
  • Brand-building strategies
  • Computer skills
  • Tax filing
  • Financial modeling
  • Strategic planning
  • Business analysis
  • Inventory monitoring
  • Business development
Experience
Professionnel Tax Preparer , 11/2019 to 05/2021
Company Name – City, State
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Facilitated communication between clients and tax authorities.
Relationship Banker, 02/2019 to 11/2019
Company Name – City, State
  • Drafted monthly summaries to review level of client participation and identify targets for follow-up calls
  • Improved decision-making by using current data on market conditions and individual financial situations
  • Advised customers on bank products, services and financial planning options
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling
  • Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Retail Store Supervisor, 04/2015 to 09/2019
Company Name – City, State
  • Oversaw the merchandising of products across retail outlets and reviewed sales records to ensure financial objectives were being met
  • Stocked shelves and racks and placed mannequins in key areas to attract customers to store
  • Implemented training to improve knowledge base of staff and used cross-training methods to maintain productivity during employee absences
  • Approved contracts and maintained inventories to guarantee availability of merchandise and services
  • Studied sales figures to determine quantity of products and brands needed to supply store
  • Set sales targets and implemented action plans for achieving set objectives
  • Monitored department for signs of theft by customers or employees and implemented corrective actions to prevent recurrence
Education
Bachelor of Arts: financial- economic, 2014
Lehman College of the City University of New York - City
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Resume Overview

School Attended

  • Lehman College of the City University of New York

Job Titles Held:

  • Professionnel Tax Preparer
  • Relationship Banker
  • Retail Store Supervisor

Degrees

  • Bachelor of Arts : financial- economic , 2014

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