relationship officer resume example with 15+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Self-motivated, energetic Manager, skilled in providing extraordinary customer service internally and externally to develop relationships and create positive customer experiences. Proven record of achieving operational efficiency and quality standards and demonstrating compliance with Indiana and Michigan regulations. Exhibits exceptional business building skills to cultivate and maintain long term relationships.

  • Business development and cultivation
  • Cash handling expertise
  • Training & Development
  • Strong Community Ties
  • Financial planning processes
  • Relationship building and management
  • Loans
  • Investment and Wealth Planning
Siena Heights University Adrian, MI Expected in 1985 Bachelor of Arts : Business administration - GPA :

Student Government Campus Security

Buchanan High School Buchanan, MI Expected in 1980 High School Diploma : - GPA :
Work History
Chevron Federal Credit Union - Relationship Officer
Oakland, CA, 07/2020 - Current
  • Retained and grew memberships by performing proactive, mobile and value-adding partnership role.
  • Monitored, followed-up and escalated cases to meet customer response commitments.
  • Built and maintained relationships with new and existing members while providing high level of expertise.
  • Communicated regularly with members to understand needs, evaluate current product use and cross-sell new products.
  • Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
  • Achieved goals for sale of credit union products and services and exceeded performance metrics for member service.
  • Generated new business and averaged 12 members monthly in referrals to branch partners Investment, insurance, Mortgage and business services.
  • Follow all proper documentation and regulation requirements.
  • Mentor and assist in team training, business development. Active in community different local events and sponsorships.
First United Methodist Church - Youth Minister
Athens, GA, 06/2010 - Current
  • Teach and counsel youth ages 13 to19.
  • Plan and teach weekly group meetings as well as special events and overnight retreats.
  • Act as confidant for many young church members to enhance faith and personal growth.
  • Raise congregational awareness of needs and contributions of youth to church life and operations.
  • Schedule and manage teams of youth volunteers.
  • Arrange community service projects for youth members of church.
  • Lead middle school and high school student on local, regional, and international mission trips.
  • Maintain effective communication with Church Pastor, ensuring effective and cooperative youth program development.
  • Keep records of youth participation and youth ministry budget.
  • Oversee youth ministry budget and tracked all expenses.
  • Maintain social media presence to increase youth participation in Christ-focused activities and events.
  • Lead outreach initiatives to reach out to unchurched, inactive, or new residents in community.
  • Plan and conduct worship services, and work with key church leaders to carry out church mission.
Interstate Companies, Inc. - Branch Manager
Marshfield, WI, 11/2005 - 06/2020
  • Managed Branch with less than $60 million in assets.
  • Managed only growth branch in North Central Indiana. Achieved branch goals 12 consecutive years.
  • Over saw moving of Bittersweet Branch from in-store branch to new traditional branch.
  • Recruited, interviewed, hired and trained team of 5 member service representatives and 3 personal bankers.
  • Implemented mentoring program to promote positive feedback and engagement.
  • Held sales coaching sessions.
  • Engaged employees in business processes with positive motivational techniques.
  • Received superior customer service satisfaction scores. Top 5% for 12 consecutive years.
  • Work closely with Insurance, Mortgage, and Investment representatives to give members full positive finance experiences.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, Patriot Act, Privacy Act, and all Lending Regulations.
  • Maintain friendly and professional customer atmosphere.
  • Maintained confidential bank records and client information.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
  • Identified and capitalized on community business opportunities with effective networking.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Developed business prospects, made monthly cold calls.
Additional Information

I have worked with Church groups, school teachers and business owners helping with budgeting, retirement planning, fraud awareness and scams. Also, I have helped with seminars in building Credit and teamed with Trust and Investment teams with retirement and trust planning. I have additional Budget and credit building training through Green Path Debt Solutions and the Boy's and Girls Club.

I have had the privilege of leading mission teams to Honduras, Guatemala and Tapachula Mexico. I have many fund-raising experiences, smaller scale with little league locally to larger scale running multiple stands, food, and apparel, working with Notre Dame at all home football games raising up to $10 K for my youth group at church.

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Resume Overview

School Attended

  • Siena Heights University
  • Buchanan High School

Job Titles Held:

  • Relationship Officer
  • Youth Minister
  • Branch Manager


  • Bachelor of Arts
  • High School Diploma

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