Relationship Banker Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Goal-driven and well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Able to give exceptional customer service in both English and Spanish and willing to go above and beyond to achieve optimal client experiences. Well versed in technology and growing industry advancements in both online and mobile banking. Skilled at helping customers and business accounts to meet financial needs by developing relationships and providing product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

  • Cash handling
  • Opening and closing duties
  • Professional demeanor
  • Exceptional customer service
  • Strong communication skills
  • Highly organized
  • Quick learner
  • Excellent memory
  • Friendly and outgoing
  • Relationship building and management
  • Consumer banking
  • Sales
  • Sales Goals
  • Customer Accounts Management
  • Financial services
  • Sales expertise
  • Banking
  • Money transfers
  • Due diligence
  • Goal planning
  • Meeting sales goals
  • Self-motivated nature
  • ATM balancing
  • Documentation skills
  • Risk mitigation
  • Reviewing documents
  • Customer Relationship Management
  • Sales proficiency
  • Account openings
  • Account servicing
  • Relationship building
  • Teller experience
Work History
Relationship Banker, 08/2019 to Current
Enterprise Bancorp Inc Billerica, MA,
  • Provided advice on different bank products and financial options.
  • 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.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
  • Transcended requirements on consistent basis to satisfy customers.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
Client Service Representative, 06/2017 to 07/2019
Cox Automotive Sarasota, FL,
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Introduced clients to available online resources and services to increase convenience.
  • Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Maintained up-to-date knowledge of product and service changes.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Clerk, 07/2016 to 02/2017
Xpo Logistics Inc. Hagestown, MD,
  • Made and served several café beverages per day with speed, quality, and consistency.
  • Memorized recipes for a large variety of specialty coffee beverages and seasonal offerings.
  • Prioritized drink requests while managing interruptions.
  • Complied with standards for merchandising, stocking and storing product.
  • Answered questions regarding the store and its merchandise.
  • Greeted customers and ascertained customers' needs.
  • Helped customers with questions, problems and complaints in person and via telephone.
  • Stocked shelves and supplies and organized displays.
  • Developed positive customer relationships through friendly greetings and excellent service.
High School Diploma: , Expected in 2016
Carlmont Highschool - 1400 - Alameda, las Pulgas, Belmont, de, CA
English :
Native or Bilingual:
Negotiated :
Spanish :
Full Professional:
Negotiated :

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Resume Overview

School Attended
  • Carlmont Highschool - 1400
Job Titles Held:
  • Relationship Banker
  • Client Service Representative
  • Clerk
  • High School Diploma

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