Relationship Manager resume example with 17+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Retail Banking Branch Manager with 18 year's experience in sales, leadership and portfolio development. Experienced in providing Annuity and Mutual Fund solutions to bank clients. Currently working in the Annuity and Insurance Services Area in Theseus.
  • Master's Degree in Business Administration
  • Retail Sales, Banking Operations and Business Development experience in Mexico and US


  • Bilingual - Spanish
  • Excellent time management skills
  • Flexible and Adaptable
  • Leadership experience through goal setting and coaching
Originated over $10m in personal volume through professional networking, loan reviews and marketing.
Created strategies to develop new and expand existing clients, resulting in a 25% increase in annual sales.
Achieved Ambassador of the Year Award at the S. Chester County Chamber of Commerce
​Served as a Board Member at La Comunidad Hispana & Family Counseling Center of St. Paul organizations

Relationship Manager, 06/2011 to 11/2015
Church Mutual Insurance Company, ,
  • Developed new and existing Retail and Business Relationships resulting in an increase of 20% of new households for the Branch.
  • Analyzed major life events, large deposits/withdrawals, and monitored accounts to expand client relationships.
  • Worked actively with internal areas of the bank to provide full services to our clients.
  • Developed networking strategies to keep the Branch engaged with the community throughout the year.
Branch Manager II, 08/2007 to 06/2011
Tech Air, ,
  • Supervised two sales and operations teams successfully through 3 bank mergers.
  • Directed sales efforts, both internal and external and developed appropriate actions to achieve budgeted sales objectives and production goals.
  • Involved in business development through cold-call activities, and retention and expansion of existing book of business.
  • Represented the bank at various civic and community functions to further enhance its image.
  • Accomplishments: Exceeded Branch Goals for Sales and Operations over 115%
  • Management reviews "Exceeded" in Customer Service, Adaptability, Organizational Control, Dependability, Team Development and Initiative areas.
Assistant Banking Office Manager, 02/2005 to 08/2007
Wegmans Food Markets, ,
  • Supported Branch Manager activities related to sales, service and strategic initiatives and improved financial needs analysis tools.
  • Demonstrated teamwork through flexibility and maintaining effective communication with other departments to achieve branch objectives and goals.
  • Accomplishments: Exceeded Average Branch Goals 150%
  • ACE Excellence Award winner in three consecutive times for Outstanding Performance in Teleconsulting Calls.
Management Trainee, 05/2003 to 02/2005
First Niagara Bank Former First Financial Bank, ,
  • Accurately performed teller and platform sell activities.
  • Created and implemented sales tools to grow our client base.
  • Translated marketing materials to Spanish in order to increase our market share within the Hispanic community.
AFORE Representative/Assistant Manager, 08/1XXX to 05/2000
Bancomer BBVACity, ,
Sales and Development of Retirement Plans for the newly created AFORE 
Promoted to Assistant Bank Manager in charge of expanding our client base for retail and business clients  
MBA: Business Administration & Information Technology, Expected in 2005
Wilmington University - Wilmington, DE
Business Administration
Bachelor's Degree: Commercial Relations, Expected in 1998
IPN - Mexico City,
Commercial Relations


  • FINRA Series 6 and 63 License
  • Life and Health Insurance License
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    Resume Overview

    School Attended

    • Wilmington University
    • IPN

    Job Titles Held:

    • Relationship Manager
    • Branch Manager II
    • Assistant Banking Office Manager
    • Management Trainee
    • AFORE Representative/Assistant Manager


    • MBA
    • Bachelor's Degree

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