relationship manager business owner specialist resume example with 12+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 6-year track record of success in Banking Industry. Excellent reputation for resolving problems and improving customer satisfaction. Bilingual in Punjabi and Hindi with background advising, educating and engaging clients on various tools to improve financial health.

  • Adaptable to Changing Conditions
  • Relationship Building
  • Advanced Mathematics
  • Proactive and Focused
  • Critical Thinking
  • Prioritizing and Planning
  • Social Perceptiveness
  • Problem Anticipation and Resolution
  • Business Relationship Management
  • Risk Assessment
Work History
Relationship Manager &Business Owner Specialist, 03/2019 - 08/2021
First Community Bank Grafton, WV,
  • Generate new business and referral clients in partnership with financial advisors and branch team.
  • Develop and cultivate lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Educate clients on available technological tools, enabling the development and implementation of solutions to achieve personal financial goals.
  • Focus on generating new Business Clientele and growing current Business relationships.
  • Assisting Clients with needs such as opening accounts, depositing or transferring funds,updating account details, and signing up for new services.
  • Collaborated with various departments to improve communication and deliver individualized customer solutions.
  • Developed new practices to increase efficient delivery of product process compliance.
  • Helped investigate Fraud and identify risks in collaboration with the risk management team.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
PERSONAL BANKER, 09/2016 - 03/2019
Brookfield Properties - Office New York, NY,
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Devised targeted solutions for various customers, including deposit, lending and investment services.
  • Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.
  • Completes special requests by closing accounts; taking orders for checks; opening and closing exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures.
  • Complies with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof.
  • Maintains customer confidence and protects bank operations by keeping information confidential.
  • Contributes to team effort by accomplishing related results as needed.
Administrative Assistant, 06/2015 - 07/2015
Ho Chunk Springfield, VA,
  • Code and file material according to the established procedures.
  • Update and ensure the accuracy of the organization's databases.
  • Back-up electronic files using proper procedures.
  • Provide secretarial and administrative support to management and another staff.
  • Code and file financial material according to established records management procedures.
  • Process accounts payable ensuring timeliness and accuracy of information.
  • Process accounts receivable ensuring timeliness, accuracy of codes and appropriate backup.
  • Use computer word processing, spreadsheet, and database software to prepare reports, memos, and documents.
  • Sort incoming mail, faxes, and courier deliveries for distribution.
  • Prepare and send outgoing faxes, mail, and courier parcels.
  • Forward incoming general e-mails to the appropriate staff member.
  • Forward voice mail from the general mailbox to the appropriate staff member.
  • Purchase, receive and store the office supplies ensuring that basic supplies are always.
Human Resource Assistant, 03/2007 - 07/2014
  • Answering customer / employee’s questions.
  • Processing incoming applications, mails to creating distributing documents.
  • Providing customer service to organization.
  • Maintaining computer system by updating and entering data.
  • Customer complaints handling ability.
  • Prepare and manage candidate database and client list.
  • Prepared invoices, managed accounts.
  • Manage office supply inventory.
  • Deepen and broaden existing customer relationships.
  • Address and resolve any customer concerns.
Masters: Sociology, Expected in 03/2007
P. U. University - India ,
Status -
Bachelor of Arts: , Expected in 04/2005
P. U. University - India ,
Status -
Diploma: Web Designing and Multimedia, Expected in 09/2003
P.U. University - India ,
Status -

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Resume Overview

School Attended

  • P. U. University
  • P. U. University
  • P.U. University

Job Titles Held:

  • Relationship Manager &Business Owner Specialist
  • Administrative Assistant
  • Human Resource Assistant


  • Masters
  • Bachelor of Arts
  • Diploma

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