senior relationship banker resume example with 9+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :
Professional Summary

Professional Senior Banker offering 8 years of experience.
Focused on developing and deepening productive customer relationships. Recognized on multiple occasions as top performer. Superior Attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Attentive Banking professional well-versed in residential and commercial loan products.

  • Banking Operations
  • Leadership & Management
  • Recordkeeping and Documentation
  • Product and Service Sales
  • Relationship Building
  • Loan File Maintenance
  • Loan Processing Coordination
  • Data Analysis and Entry
  • Application Review
  • Microsoft Office
  • Decision Making
  • Analytical Thinking
  • Customer Service-Oriented
Work History
Senior Relationship Banker , 12/2015 to Current
First United Bank & Trust CoTecumseh, OK,
  • Assist in managing daily operations of banking office.
  • Open checking accounts and savings accounts, for personal and business clients, and provide all other deposit product services at customer's request.
  • Manage over 40 customers per day.
  • Assist Branch Manager in processing and resolving daily transactions including NSF, Overdrafts and take appropriate action within authority to maintain operations within established guidelines.
  • 2 or more years of Mortgage, Consumer, and Commercial Loan Processing experience.
  • Processed and closed over $900,000 in consumer loans.
  • Assemble loan packages in proper order for underwriting.
  • Communicate with various companies to obtain required Loan documents such as Payoff information , Flood Certification , Wind and Hail Policies, Property Survey, and Title Commitment.
  • Assist with loan closings with customers.
  • Review and analyze borrower’s credit, employment, income and assets before loan program before submitting to underwriting.
  • Generate cross sales and referrals to generate new business and additional services.
  • Promote bank products and further establish business relationships.
  • Create variety of spreadsheets, reports, and presentations using Excel, Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook to capture data and facilitate preparation of reports.
  • Performs other duties as assigned.
Bank Teller Supervisor, 12/2014 to 12/2015
Waterstone Financial, Inc.Oak Creek, WI,
  • Responsible for overall direction, management, and evaluation of assigned employees, and daily operations of branch.
  • Supervised 12 employees.
  • Carried out supervisory responsibilities such as, but not limited to, interviewing and training employees, planning, assigning, and directing work, addressing complaints, and resolving problems.
  • Conducted meetings to institute new policies and procedures, to promote sales, product knowledge, and customer service to ensure continuous development of staff.
  • Referred over $500,000 in new client relationship deposits.
  • Processed Consumer loans and Mortgage Loans applications.
  • Provided quality customer service for loan processing.
  • Worked closely with Loan Underwriters to obtain necessary documentation from clients/customers and ordering third party documentations to complete loan packages.
  • Processed and approved foreign and domestic incoming and outgoing wires.
  • Expanded book of business by referrals of Certificate of Deposits, Business and Consumer demand deposit accounts, Merchant Accounts, Individual Retirement Accounts to Financial Advisors, as well as referrals and leads to Private Banking Advisors, Mortgage Loan Officers and Business Relationship Managers.
  • Reviewed operational and security reports to identify possible hazards or security breaches.
Lead Teller, 11/2012 to 12/2014
Citibank, NACity, STATE,
  • Maintained Bank's cash vault, with control of inventory of cash, Traveler's Checks, Official Checks and Personal Money Orders through single and dual control.
  • Conducted weekly team/group huddles with bank updates in coordination with Assistant Branch Manager.
  • Overseen 3 Tellers.
  • Performed broad array of generalized administrative support using Microsoft Office Software, office phones and computers, proper use of fax machines and office equipment.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Identified potential needs through observation, questioning and listening.
  • Received loan and utility payments, sending funds to correct destinations.
  • Received car loan, home loan and other payments and posted to accounts.
  • Handled various accounting transactions.
  • Executed wire transfers, stop payments and account transfers.
Bachelor of Arts: Business Management And Supervision, Expected in 12/2021 to Valencia College - Orlando, FL
Associate of Science: Accounting, Expected in 07/2012 to Valencia College - Orlando, FL
  • CNP - Certified Notary Public
  • NMLS Licensing - Nationwide Mortgage Licensing System
  • Business Specialist Certification - Dec. 2019 - Manage & use basic business application
    software. Possess adequate skill to analyze problems with detail and accuracy, keep complex records, assemble and organize data, and prepare reports from such data. Demonstrate effective business communications skills. Demonstrate employability skills.
  • Operations Support Services Certification - Dec. 2019 - Use basic business applications software. Compare selected theories of management. Ability to function either independently or within a
    team, depending upon the work assignment/project.
  • Business Management Certification - April 2020 - Ability to exercise ethical and good judgment in
    evaluating situations and making decisions. Ability to communicate effectively, both orally and in writing, with peers, managers, and the public, on both individual and group levels. Performs management functions. Literacy in modern computer applications.
  • Business Operations Certification - April 2020 - Ability to analyze problems in detail with accuracy, keep complex records, assemble and organize data, and prepare reports from such data. Assess ethical issues in business situations. Prepare & use financial
    information about business organizations to support decision making. Familiarity with office practices, procedures, and equipment (e.g. copiers, calculators, faxes, multi-line telephones, voice mail, and electronic


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Resume Overview

School Attended

  • Valencia College
  • Valencia College

Job Titles Held:

  • Senior Relationship Banker
  • Bank Teller Supervisor
  • Lead Teller


  • Bachelor of Arts
  • Associate of Science

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