Relationship Manager Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Strategic-minded Relationship Manager offering over 9 years' experience in rolling out financial planning strategies to help clients improve investments. Key decision-maker comfortable working with and for all types of personalities. Skilled in developing client relationships and implementing strategic initiatives. My core competencies are the knowledge, skills, digital fluency and behaviors want to utilize these experiences to develop a dynamic career in today’s challenging public service environment.

  • Solution management
  • Effective customer communication
  • Wealth management portfolios
  • Client acquisition
  • Customer relationships
  • Service assistance
  • Risk analysis
  • Client relationship management
  • Cost and budget analysis
  • Data management
  • Problem resolution
  • Work ethic
Relationship Manager, 02/2018 to Current
The Provident Bank Amesbury, MA,
  • Enticed clients to accept wealth management proposals to increase monthly business.
  • Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
  • Collaborated with various departments to improve communication and deliver individualized customer solutions.
  • Provided information on technology resources to improve clients financial well-being.
  • Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
  • Presented product and service details at various events to increase customer base.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Offered clients personalized options to answer wide range of needs.
  • Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Promoted strategies for enhancing credit management processes, including processing loan documentation and maintaining compliance with standards.
Relationship Banker, 10/2016 to 02/2018
Limestone Bank Canmer, KY,
  • Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.
  • Modified, opened and closed customer accounts.
  • Advised customers on bank products, services and financial planning options.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Developed culture of success rewarding performance, productivity and sales results.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Put together and executed loan documents.
  • Completed daily cash balancing, including the ATM.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Reviewed business packages and offered expert advice.
  • Verified amounts and integrity of every check or funds transfer.
  • Customized products and services to meet specific banking requirements.
Customer Service Representative I, 08/2015 to 09/2016
At&T Snellville, GA,
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Assessed customer needs and upsold products and services to maximize sales.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Created and implemented process improvements to reduce workloads and bolster callback efficiency.
  • Consulted with customers to determine best methods to resolve service and billing issues.
  • Set up and activated customer accounts to maintain QA satisfaction levels.
  • Fielded customer complaints and queries, fast-tracking them for problem resolution.
  • Documented conversations with customers to track requests, problems and solutions.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Trained number of new employees each in procedures and policies in order to maximize team performance.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Reviewed account and service histories to identify trends and issues.
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
  • Delivered service and support to each customer, paving way for future business opportunities.
Teller, 08/2015 to 09/2016
Citizens Community Bancorp, Inc. Blue Earth, MN,
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Received regional branch recognition award for outstanding customer service.
  • Examined checks for identification and endorsement.
  • Entered member transaction data into online banking software.
  • Maintained accurate teller drawer using [Ledger Technique] to handle all customer bank transactions.
  • Generated reports and notification letters to distribute to account holders.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Managed opening and closing times for main branch.
  • Delivered prompt, accurate and excellent customer service.
  • Recommended additional products, services and benefits for customers.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Adhered to regulatory and company security and audit procedures.
  • Liaised between bank branches regarding best practices and operations.
  • Acted as pivotal point of contact between bank branches regarding guidelines and practices.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Trained employees on cash drawer operation.
Education and Training
MBA: Human Resources Management, Expected in 12/2003
Institute of Management & Technology - Ghaziabad, India,
Bachelor of Science: Chemistry, Expected in 04/2000
University of Calcutta - Kolkata, India,
High School Diploma: , Expected in 04/1995
Belghoria Mahakali Girls Hight School - Kolkata, India,
Secondary Exam: General Studies, Expected in 12/1993
Kalyannagar Vidyapith For Girls - Kolkata, India,
  • Recognized as Top Performer in the 4th quarter of 2016 for outstanding performance and team contributions.
  • Licensed California Notary Public - December 2018

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Resume Overview

School Attended
  • Institute of Management & Technology
  • University of Calcutta
  • Belghoria Mahakali Girls Hight School
  • Kalyannagar Vidyapith For Girls
Job Titles Held:
  • Relationship Manager
  • Relationship Banker
  • Customer Service Representative I
  • Teller
  • MBA
  • Bachelor of Science
  • High School Diploma
  • Secondary Exam