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relationship banker resume example with 8+ years of experience

JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Summary

Hands-on, client-oriented banking professional who implements creative financial strategies and is dedicated to continuous improvement. Recognized by the Global Recognition Program, in Bank of America, my current employer, as a top performer almost every quarter.

Highlights
  • MS Excel expert
  • Detail-oriented
  • Exceptional seller skills
  • Strong critical thinking and problem-solving skills
  • Excellent people skills, good listener, flexible and adaptive
  • Good leadership and management skills
  • Team Player and a quick learner
Experience
09/2015 to Current Relationship Banker Enterprise Bancorp Inc | North Andover, MA,
  • Proactively managing risk in every business, product and service transaction leveraging available tools.
  • Working with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
  • Working as an efficient Lobby Leader to assist, educate and train customers on how to conduct simple transactions through self-service technologies.
  • Making sure that the operations in the Bank are sound and error free.
09/2014 to 08/2015 Personal Banker First Hawaiian Bank | Hilo, HI,
  • Represented the Bank as the official seller, meeting clients' financial needs.
  • Ensured that the customer's needs are met by partnering with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage and investment needs.
  • Worked in a competitive environment to meet deadlines and seller goals.
  • Proactively reached out to the customer on a regular basis to deepen the relationship and also set up appointments with the clients.
2014 to 08/2014 Sales and Service Specialist Bridgestone Corporation | Chula Vista, CA,
  • Worked as a leader in the absence of supervisors.
  • Trained the new hires.
  • Created referrals to generate sales for the Bank.
  • Dealt with customer complaints and also helped clients with maintenance on their accounts.
02/2012 to 11/2013 Professional Bank Teller BANK OF AMERICA | City, STATE,
  • Created a connection and developed rapport with customers to provide outstanding, personalized service.
  • Exceeded sales goals by influencing customers to learn about products/services that benefited them and getting them connected to a teammate with expertise.
  • Assisted customers with inquiries and/or problem resolution in a professional and composed manner, and escalated to the immediate supervisors when needed.
  • Accurately and efficiently processed transactions such as customer deposits, cashing checks, making bill payments and purchasing cashier's checks.
  • Dealt with cash flow in and out.
Education
Expected in August 2016 Bachelor of Science | Finance George Mason University, Fairfax, VA GPA:

CourseWork

  • Financial analysis
  • Corporate finance
  • Financial forecasting
  • Operations Management
  • Principles of Real State
  • Marketing

Minor in Applied Information Technology

Expected in 2013 Associate Degree | General Studies Northern Virginia Community College, Annandale, VA GPA:
Reference

*Available upon request.

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Resume Overview

School Attended

  • George Mason University
  • Northern Virginia Community College

Job Titles Held:

  • Relationship Banker
  • Personal Banker
  • Sales and Service Specialist
  • Professional Bank Teller

Degrees

  • Bachelor of Science
  • Associate Degree

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