relationship manager resume example with 3+ years of experience

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

Accurate banking professional experienced in cash handling, transaction management and fraud prevention. Promotes bank products and services to drive revenue generation and customer loyalty. Persuasive in communication and analytical in solving customers' problems.

  • Balance Verification and Reconciliation
  • Regulatory Compliance
  • Problem Solving
  • Problem-Solving
  • Verbal and Written Communication
  • Discrepancy Resolution
  • Relationship Building
  • Risk Management Policies
  • Product and Service Sales
  • Analyzing Data
  • Cash Supply Orders
  • Payment Processing
  • Assessing Fraud Potential
  • Recordkeeping and Documentation
  • Currency Counting Machines
  • Customer Service
  • Bank Deposits
  • Operations Understanding
  • Money Auditing
  • Account Services
  • New Account Setup
  • Customer Service-Oriented
  • Bill Payment Receipt
  • Cash Ordering
  • Quality Control
  • Data Entry
  • Transaction Error Identification
08/2022 to Current
Relationship Manager Cardekho Westmore, IL,
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Developed marketing plan based on client data to acquire new relationships and expand existing ones.
  • Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
  • Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
  • Managed relationships with tax authorities, bankers and auditors.
06/2021 to 08/2022
Universal Banker Old Second Bancorp, Inc. Pampa, TX,
  • Manage ATM processes including proofing, replenishment and customer investigations.
    Process transactions such as deposits, retirement savings plan contributions, automate teller transactions, ATM deposits, and mail deposits.
    Stay up to date on NMLS certification.
    Certify NMLS member, banker and teller.
    Assist online banking customers and fellow associates to resolve and troubleshoot online technical issues.
    Handle escalated calls to further troubleshoot and resolve customer's problems, complaints and concerns while using a computerize system.
    Maintain open communication with various departments to ensure achievement of establish goals and objectives.
    Demonstrate effective communication and sales skills, resulting in increase customer confidence and loyalty.
    Identify full balance sheet cross-sell opportunities for clients and effectively coordinate with partners to evaluate those opportunities.

    Open checking, savings, money market, credit card, and CD accounts.Set up IRAs.
    Provide customers with personalize services via Internet in an efficient and timely manner ex.
    Demonstrate knowledge of banking policies and procedures as it relate to servicing customers via phone and internet.
    Review and balance ACH settlements and resolve exceptions.
    Process incoming and outgoing wires; ACH items.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
04/2018 to 10/2019
Department Manager Ollie's Bargain Outlet Nashville, TN,
  • Recruiting, interviewing and orienting new staff members.
    Monitoring and evaluating staff performance.
    Managing a departmental budget and forecasting budgetary requirements.
    Setting strategic long and short-term departmental goals and evaluating outcomes.
    Motivating and inspiring staff and facilitating personal growth.
    Ensuring high levels of productivity are maintained.
    Ensuring the highest levels of quality are met.
    Communicating job expectations to staff.
    Conducting training and seminars for continued skills improvement.
    Fostering a productive working environment.
    Ensuring adherence to company and industry regulations.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Cultivated talented team of departmental employees through outstanding mentoring, coaching and teaching skills.
  • Worked closely with sales associates to complete tasks.
  • Performed opening and closing duties as part of management team and handled cash management.
  • Supervised 9 full-time and 7 part-time employees.
  • Executed targeted merchandising and promotional plans to meet department sales goals.
  • Balanced workloads to meet targets without overtaxing employees.
  • Utilized excellent math skills to maintain accurate inventory levels.
  • Recruited and trained new employees to meet job requirements.
05/2017 to 12/2018
Marketing Manager Careharmony City, State,
  • Monitor market trends, create advertising campaigns, develop pricing strategies and targeting strategies based on demographic data and work with the company to develop more awareness of what they offer.
  • Conducted thorough market research to obtain detailed understanding of consumer needs and trends.
  • Delivered compelling sales presentations to demonstrate expert product knowledge.
  • Prepared monthly sales reports to document sales volumes, potential sales and areas of proposed client base expansion.
  • Prepared and sent proposals to prospective clients.
  • Collaborated with sales, service, finance and logistics departments to influence critical business growth outcomes.
  • Tracked, analyzed and reported on marketing program results.
  • Generated monthly performance metrics and analytical reports, reviewing and communicating marketing campaign successes to clients.
  • Executed updated marketing plans to increase branding exposure, customer traffic and sales.
Education and Training
Expected in 04/2020 to to
BBA: Business And Finance
Bryant And Stratton College - Albany , NY

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Resume Overview

School Attended

  • Bryant And Stratton College

Job Titles Held:

  • Relationship Manager
  • Universal Banker
  • Department Manager
  • Marketing Manager


  • BBA

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