Relationship Officer resume example with 15+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Self-motivated manager / professional with over 25 years of experience delivering exceptional member support in Banking Industry. Known for building cross-functional partnerships to develop innovative solutions to client issues. Exceptional leadership and collaboration skills.

  • Sales proficiency
  • Product expertise
  • Customer service-focused
  • Customer relationships
  • Relationship review process
  • Service assistance
  • Solution management
  • Cash handling expertise
  • Cash Audit experience
  • High Level Accuracy
  • Strong interpersonal skills
  • Goal Oriented
  • Training & Development
  • Strong Community Ties
  • Business Development
  • Cash handling
  • Strong interpersonal skills
  • Documentation
  • MS Office
  • Financial planning expert
06/2020 to Current Relationship Officer Keybank National Association | Portland, OR,
  • Proficient in performing all duties and responsibilities required to run a branch.
  • Responsible for making quality lending and deposit account decisions.
  • Act as mentor and assist in team training.
  • Be active in community through events and sponsorships.
  • Drove sales using excellent negotiation, communication and problem-solving skills.
  • Opened new accounts, collected client documentation and processed transactions.
  • Researched client business needs and scheduled appointments to discuss new opportunities.
  • Enticed clients to accept wealth management proposals to increase monthly business.
  • Proposed solutions and cross-selling opportunities to existing and new clients.
  • Brought in over 40 new business members in 2020 in collaboration with branch support staff.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Generated new leads through various prospecting methods, presenting opportunities to sell products, services and build larger member base.
  • Maximized and maintained member satisfaction in all aspects of branch.
05/2010 to Current Youth Minister First United Methodist Church | Bradenton, FL,
  • Directed weekly youth meetings, special group events and overnight excursions.
  • Designed events for ministry teenagers and families, led Wednesday evening middle school and high school programs. Developed positive relationships with teenagers, their parents and guardians.
  • Advocated for young members of church internally and in general community.
  • Lead outreach initiatives to reach out to unchurched, inactive, or new residents in our community.
  • Plan and conduct worship services with teens, and work with key church leaders to carry out church mission.
  • Maintain open line of communication with church members through regular meetings, newsletters, bulletins and through social media.
  • Mentored church youth on discipleship and missionary work.
  • Lead middle school and high school student on local, regional, and international mission trips.
  • Worked with church leadership, parents and volunteers to establish clear goals and guidelines for church youth.
  • Managed ministry budget and documented all purchases.
  • Work with Notre Dame during Football Saturdays, work three booths as fundraiser for youth group Contributed $10,000 to budget through this fundraising.
  • Brought attention to youth ministry contributions through congregational awareness initiatives.
10/2005 to 05/2020 Branch Manager Carter Bank | Charlotte, NC,
  • Managed Branch with under 60 million in assets.
  • Oversaw branch team of 5 customer service representatives, 3 personal bankers and assistant manager.
  • Over saw the move of Branch from an in-store branch to new traditional branch 2016.
  • Managed only growth branch in North Central Region, 12 years consecutive growth.
  • Achieved top 5 member satisfaction rates, 12 years.
  • Successfully achieved all branch growth goals Completed and complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, Patriot Act, Privacy Act, and all Lending Regulations.
  • Maintained confidential bank records and client information.
  • Networked within communities to identify and capitalize on business opportunities.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Built large member base of small business and Church accounts.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Received W.B. Hawkins Award for outstanding member service.
  • Assessed employee performance and issued disciplinary notices.
Education and Training
Expected in 1985 | Business Administration Siena Heights University, Adrian Michigan, GPA:

Student Government, Campus Security and Events Coordinator

Expected in 1980 High School Diploma | Buchanan High School, Buchanan, MI GPA:
Additional Information

I have worked with Church Groups, School Teachers, and Business owners helping with budgeting, financial literacy, fraud awareness and scams and retirement planning. I have credit counseling training from Green Path Debt Solutions, and the Boy's and Girls Club. Human Resources has referred team members to work with me who have been in need of financial counseling. I have teamed with Trust Department / Investment Services with seminars on retirement planning and Trust services.

I have had privilege of leading mission teams to Honduras, Guatemala and Tapachula Mexico. Also, I have worked many local and regional community service projects. I have had many levels of fund-raising experiences, from small scale locally Little League fund raisers, to running multiple stands of food and apparel, at Notre Dame, during home Football Games.

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Resume Overview

School Attended

  • Siena Heights University
  • Buchanan High School

Job Titles Held:

  • Relationship Officer
  • Youth Minister
  • Branch Manager


  • High School Diploma

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