relationship banker resume example with 4+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - - -

Talented professional with expertise in Trainer role. Dynamic public speaker known for meeting demanding training schedules and exceeding management expectations. Considered valuable asset to any team. Knowledgeable Training Specialist successful at developing and overseeing site-based and online training programs. Decisive and disciplined professional with personable style and thorough approach. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Focused Sales Trainer bringing in-depth knowledge of sales team recruitment and leadership demonstrated over two years of industry experience. Highly organized and strategic with a drive for effectively developing and managing training programs and documentation.

  • Job Skill Building
  • Procedure Manual Writing
  • Cost Control and Reduction
  • Focus Group Coordination
  • Program Monitoring and Tracking
  • Attention to Detail
  • Budget Administration
  • Team Exercises
  • Group Discussion Facilitation
  • Leadership Development
  • Business Needs Analysis
  • In-Depth Research
  • Verbal and Written Communication
  • Relationship Building
  • Data Entry
  • Database Management
  • Problem-Solving
  • Work Coordination
  • Microsoft Office
  • Documentation and Recordkeeping
  • Clear Communication
  • Problem Solving
  • Strategic Planning
  • Compliance Training
  • Critical Thinking
  • Coaching and Development
11/2022 to Current
Relationship Banker Citizens National Bank Sevierville, TN,
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
  • Opened and serviced accounts within authorized limits.
  • Integrated marketing promotions and programs into conversations to educate and inform customers.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Participated in training and mentoring of new associates, assisting with onboarding .
  • Complied with security procedures and protocols when opening and closing bank vault.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Suggested tactics to improve banking functions and products.
  • Addressed inquiries from clients and department team members.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
11/2021 to 06/2022
Sales Trainer New American Funding Kansas City, MO,
  • Recruited, trained and mentored sales team members, offering continuous support for professional development.
  • Created and coordinated group training classes in alignment with company sales objectives.
  • Evaluated training programs to determine effectiveness and increase employee retention.
  • Liaised with Human Resources to assist in filling open sales positions and promote seamless onboarding of new hires.
  • Created customized courses for distributors and customers to introduce relevant features and benefits of products.
  • Created and offered additional materials to enhance training.
  • Explained goals and expectations required of trainees.
  • Developed skill-specific training programs to promote employee development.
  • Blended business's goals, mission and values with learning development initiatives to deliver high-quality training to employees.
  • Evaluated client processes, employee performance and training progress to determine additional training needs.
  • Documented training activities and changes to analyze program effectiveness.
  • Managed various training courses by developing curricula, instructions, documents and written tests.
  • Reviewed training delivery methods to optimize training effectiveness and costs.
  • Designed and directed orientation and training programs to meet client needs.
  • Promoted increased productivity through appropriate allocation of resources, budgets, inventories, training support and team building materials.
  • Monitored training costs and prepared budget reports to justify expenditures.
12/2019 to 10/2021
Manager Raising Canes Chicken South Jordan, UT,
  • Trained employees on additional job positions to maintain coverage of roles.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
  • Monitored staff performance and addressed issues.
  • Led team meetings and one-on-one coaching sessions to continuously improve performance.
  • Determined marketing strategies by reviewing operating and financial statements and departmental sales records.
  • Exercised good judgment and decision-making in escalating concerns and resolving issues.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Developed lucrative marketing plans to maximize profits.
  • Created training modules and documentation to train staff.
  • Communicated company directives and programs to associates and ensured all follow-up items were completed accurately and timely.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
  • Conducted quality, timely performance feedback and performance appraisals.
  • Applied continuous improvement program in daily activities to boost productivity, improve quality and reduce costs.
02/2018 to 12/2019
Sales Representative Regenative Labs Manchester, NH,
  • Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
  • Contacted new and existing customers to outline benefits of products.
  • Monitored customer order process and addressed customer issues.
  • Fostered relationships with customers to expand customer base and retain business.
  • Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
  • Improved overall customer purchasing experiences to promote steady revenue.
  • Followed-up with clients after installations to assess quality service and customer satisfaction.
  • Answered product questions with up-to-date knowledge of sales and promotions.
  • Demonstrated product features to align with customer needs.
  • Created and implemented store displays, promoting sales and growth.
  • Presented products and services to prospective and existing customers to meet client needs.
  • Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
  • Created successful strategies to develop and expand customer sales.
  • Drove substantial sales through suggestive selling and by promoting add-on purchases.
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Pursued and generated customer leads as well as engaged in follow up activities to gain new client accounts.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Helped customers find specific products, answered questions and offered product advice.
  • Stayed up to date on company products and services to support sales objectives.
  • Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
  • Suggested products and services to match customers' stated needs and preferences.
  • Conferred with customers to understand needs, recommend products and solve after-sale issues.
  • Listened to customers to understand needs and refer to optimal services.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Continuously met sales goals via strategic prospecting.
  • Helped customers to determine reasonable budget for products and services, highlighting utility of products and convenience and economy of use.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Kept accurate and detailed client records comprised of demographics, client contacts and follow-ups.
  • Planned and organized strategic daily work schedule to maximize time and maintain frequent connections with customers.
  • Communicated effectively with clientele to maintain customer satisfaction and loyalty.
  • Educated customers on product features and technical details to highlight benefits.
  • Retained clients and obtained referrals by promptly resolving customer complaints, providing value and promoting quality.
  • Resolved tension with customers complaining about products, services or store personnel, answering product questions and providing instructions for complaints.
  • Used active listening and relationship-building skills to assess customer needs, build rapport and connect with viable solutions.
  • Engaged customers to understand product and service needs, providing demonstrations and using persuasive techniques to build product value.
  • Followed up with customer to identify and resolve service, account or technical issues and maintain satisfaction.
Education and Training
Expected in 12/2021 to to
Associate of Science: Business Administration And Management
American River College - Sacramento, CA
Expected in 12/2021 to to
Associate of Science: Database Management
American River College - Sacramento, CA
Expected in to to
Bachelor of Science: Database Management
California State University-Sacramento - Sacramento, CA,
Expected in to to
Associate of Science: Business Administration And Management
California State University-Sacramento - Sacramento, CA,
Full Professional
Native/ Bilingual

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Resume Overview

School Attended

  • American River College
  • American River College
  • California State University-Sacramento
  • California State University-Sacramento

Job Titles Held:

  • Relationship Banker
  • Sales Trainer
  • Manager
  • Sales Representative


  • Associate of Science
  • Associate of Science
  • Bachelor of Science
  • Associate of Science

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