senior relationship associate 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:
  • :

Financial services professional with proficiency in private/ entertainment industry banking, commercial banking, lending, investment fund accounts, and transactions in fast-paced financial environments. Proven history of exceeding sales targets, consistently meeting deadlines, and increasing company revenue. Highly skilled at increasing productivity with effective product solutions. Thorough understanding of credit and the ability to analyze complex financial documents. Expert in complex research, data analysis, and reporting. Excellent communication, problem-solving and relationship-building skills. I am able to lead and motivate workers to meet challenging targets while maintaining strict quality standards. I thrive on challenges in rigorous environments in order to make them a success. Combined with a strong sense of professional integrity, these skills have contributed significantly to my success.

  • Finance, lending, & banking expertise
  • Money auditing
  • Private Banking/Entertainment Industry Division
  • Proficient in Microsoft Office-Microsoft Word, Microsoft Powerpoint, and Microsoft Excel
  • Technologically savvy
  • Excellent written and verbal communication skills
  • Excellent customer service skills
  • Strong analytical skills
  • Meticulous attention to detail
  • Research and Data Analysis
  • Multitasking ability, prioritization and organizational skills
  • Providing direct coaching to ensure quality
  • Call Center Experience
Senior Relationship Associate , 09/2022 to Current
Brown Brothers HarrimanBoston, MA,
  • Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
  • Ensures timely completion of Know Your Client (KYC) and other regulatory requirements,
  • Partners with CNB colleagues in all divisions (Client Managers, Branch Managers, and Client Officers) of the bank to on-board new clients/new subsidiaries, open accounts and KYC/initial credit set-ups completed, support client retention objectives and proactively promotes solutions appropriate to clients
  • Engages with product partners and City National Bank global network to identify revenue opportunities and to position certain products with clients
  • Ensures periodic support discussions are held with clients and are accurately documented
  • Maintains correct client legal and marketing hierarchies
  • Partners with Credit Administration team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents
  • Assists in implementation of cash/deposit transactions, wire/cash request, loan payments and account maintenance
  • Appropriately assess risk when business decisions are made by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment
Senior Financial Service Representative, 11/2020 to 08/2022
Fidelity InvestmentsWestmont, IL,
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
  • Met or exceeded sales goals by promoting bank products and services in every interaction
  • Established new accounts and created memberships, resulting in increased loans and earnings for credit union
  • Assisted with managing the daily operations of the Branch, ensuring adherence to Bank policies, procedures and regulatory guidelines
Universal (Personal) Banker, 01/2020 to 09/2020
Citizens BankCity, STATE,
  • Delivered exceptional customer experience by acting with a customer first attitude
  • Managed assigned customers and proactively met with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
  • Provided advisory services for clients regarding financial services such as applying for consumer and business loans, financing, cash management, or investment services
  • Partnered with specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
  • Excellent communication skills -with proven ability to tailor features and benefits of bank products/services to customers with differing needs which met or exceeded sales goals
  • Conducted morning mission conference meetings with the team
  • Achieved recognition from regional and branch management for 9 consecutive months of meeting sales targets and providing exceptional customer service
Education and Training
Bachelor of Arts: Psychology Minor in Political Science , Expected in 05/2015 to West Chester University of Pennsylvania - West Chester, PA,
  • West Chester University Graduate with Highest Latin Honors, Summa Cum Laude- 3.825/4.0 GPA
  • West Chester University Department of Psychology Academic Award from the College of Arts and Sciences
  • West Chester University Multicultural Academic Award, 2014

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Resume Overview

School Attended

  • West Chester University of Pennsylvania

Job Titles Held:

  • Senior Relationship Associate
  • Senior Financial Service Representative
  • Universal (Personal) Banker


  • Bachelor of Arts

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