relationship banker resume example with 6+ years of experience

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

I am a detailed oriented, energetic, and reliable individual. I strive to do the best I can so that members can have a one of a kind experience. I believe that it takes next to no effort to be a kind and decent person. You can never know too much, and there is always more to learn. One of my main goals with working in the financial industry is to help members meet and surpass their financial goals, as well as become more educated and aware of their financial habits.

I look forward to everything that life has to offer, and I take everything in stride. I hope to become part of a team that will appreciate my member driven outlook as well as my quirky and fun personality.

  • Payment processing
  • Approachable
  • Flexible
  • Exceptional member service
  • Energetic
  • Excellent communication skills
  • Friendly
  • Sales expertise
  • Organized
  • Safe and vault operation
  • Strong work ethic
  • Team player
  • Cash handling accuracy
  • Time management
  • Inbound and outbound calling
  • Resolution-oriented
  • Savvy negotiator
  • Excellent multi-tasker
  • High-energy attitude
  • Dependable and reliable
Relationship Banker, 11/2020 to Current
Enterprise Bancorp IncLeominster, MA,
  • Modified, opened and closed customer accounts.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Trained employees on cash drawer operation.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Maintained confidentiality of bank records and client information.
  • Examined checks for identification and endorsement.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Delivered service and support to each customer, paving way for future business opportunities.
Manager, 01/2020 to 04/2020
Huntington Ingalls IndustriesWashington, DC,
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Evaluated store performance by receiving, analyzing and incorporating feedback from store inspections to implement action plans for improvements.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Established ambitious goals for employees to promote achievement and surpass business targets.
Member Service Representative, Vault Teller, 04/2017 to 12/2019
Seacoast National BankPalm Beach Gardens, FL,
  • Offered every Member exceptional service levels by remaining friendly and professional during every transaction
  • Helped members resolve account problems and navigate internal systems to handle routine needs
  • Prepared, completed and processed member account forms and database changes
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints
  • Maintained strong knowledgebase of product options and sales promotions to better serve every member
  • Cross-sold services and products to consistently increase team revenue
  • Kept an accurate teller drawer to handle all member transactions
  • Handled multiple members each day and processed transactions, including deposits and withdrawals
  • Balanced daily cash deposits and vault inventory with zero error rate
  • Adhered to regulatory and company security and audit procedures
  • Fielded incoming phone calls from members and directed to corresponding department or individual for assistance
  • Met or exceeded sales goals by promoting Credit Union products and services in every interaction
  • Managed opening and closing times for remote branch
Teller, 02/2016 to 04/2017
PoetSioux Falls, SD,
  • Examined checks for identification and endorsement
  • Maintained optimal financial controls by securing funds and making accurate transactions
  • Processed cash withdrawals
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse
  • Delivered prompt, accurate and excellent member service
  • Trained employees on cash drawer operation
  • Conducted special service and account transactions for members, including ordering checks and placing stop payment orders
  • Supplied tellers with coin and currency as needed
Shift Leader, 10/2015 to 01/2016
Global Partners Lp00771-Watermill Cafe - Waltham, MA,
  • Complied with all company safety procedures, policies and regulations to promote safe working environment
  • Monitored employee performance and safety, conducting retraining to correct problems and optimize productivity
  • Trained and supervised team member to maximize performance and meet daily objectives
Steward, 04/2015 to 08/2015
Ssp GroupRaleigh, NC,
  • Personally welcomed guests and helped find most suitable offerings through effective questioning
  • Trained new team members
  • Emphasized fast, friendly customer service
Cashier, 05/2014 to 04/2015
Chick-Fil-A Inc.City, STATE,
  • Helped customers find specific products, answering questions and offering advice
  • Trained new team members in cash register operation and customer service
  • Maintained high productivity by efficiently processing cash, debit, and gift card payments for customers
Education and Training
High School Diploma: , Expected in 05/2013 to Enterprise High School - Enterprise, AL

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Resume Overview

School Attended

  • Enterprise High School

Job Titles Held:

  • Relationship Banker
  • Manager
  • Member Service Representative, Vault Teller
  • Teller
  • Shift Leader
  • Steward
  • Cashier


  • High School Diploma

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