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Senior Relationship Banker Resume Example

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SENIOR RELATIONSHIP BANKER
Professional Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. I also have experience in accounts receivable and payroll. I crossed trained in payroll with Goosneck with their three different companies.

Skills
  • Consumer banking
  • Security knowledge
  • Legal standards
  • Taxation understanding
  • Customer Relationship Management
  • Teller experience
  • Educating clients
  • Cross-selling expertise
  • Account openings
  • Administering payroll
  • Account servicing
  • Relationship building
  • Financial advice
  • Statement Review
  • Payment Coordination
  • Past Due Account Management
  • Database Updates
  • Computer skills
  • Reviewing Data
  • Financial Software
  • Filing
  • Excel Proficiency
Work History
Jun2015 to Current
Senior Relationship BankerCompany Name – City, State
  • Checked accounts for fraud and provided law enforcement with relevant details.
  • Represented bank at community events to establish strong ties and promote business.
  • Provided advice on different bank products and financial options.
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
  • Managed portfolio of accounts and monitored for issues in need of attention.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Balanced teller drawers and ATM cash.
  • Opened, closed and updated accounts for customers.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
2012 to 2015
Accounts Receivable ClerkCompany Name – City, State
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Tracked invoices, receipts and deposit slips to generate monthly fiscal statements.
  • Responded to inbound inquiries regarding accounts and payments.
  • Prepared and mailed invoices to customers, processed payments and documented account updates.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Crossed trained in payroll for three different companies
  • Maintained payroll information by calculating, collecting and entering data.
  • Researched and resolved time discrepancies.
  • Initiated direct deposits and prepared manual checks for 100employees.
  • Verified timekeeping records and handled any discrepancies with employees.
  • Maintained employee confidence and protected payroll operations by keeping information confidential.
  • Operated 10-key calculators, computers, fax machines, copy machines and other office equipment
  • Updated employee files with new details such as changes in address or salary levels.
  • Maintained employee privacy and protected payroll operations by keeping all information confidential.
05/2008 to 01/2012
Deputy District ClerkCompany Name – City, State
  • Answered inquiries from general public regarding judicial procedures, court appearances and trial dates.
  • Examined legal documents submitted to courts for adherence to laws and court procedures.
  • Met with judges, lawyers and police officials to coordinate functions of court.
  • Collected court fees and fines and recorded amounts collected in Microsoft Excel
  • Searched files and contacted witnesses, attorneys and litigants to obtain information for court.
  • Responded to inquiries from general public regarding court appearance, trial dates, judicial procedures and fines.
  • Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
2006 to 2008
Administrative AssistantCompany Name – City, State
  • Maintained complex digital filing system for financial information.
  • Handled client correspondence and tracked records to foster office efficiency.
  • Prepared meeting minutes and edited subcontractor proposals, project punch list, transmittals and memorandums for organizational support.
  • Arranged rapid office equipment repair and maintenance with vendors.
  • Welcomed office visitors warmly and alerted staff to arrivals of scheduled appointments.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
Education
05/2003
High School Diploma
Caldwell High School - City, State
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Resume Overview

School Attended

  • Caldwell High School

Job Titles Held:

  • Senior Relationship Banker
  • Accounts Receivable Clerk
  • Deputy District Clerk
  • Administrative Assistant

Degrees

  • High School Diploma

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