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senior relationship banker resume example with 7+ years of experience

JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Skilled investment professional with excellent leadership, critical thinking and problem-solving abilities. Develops and presents proposals, facilitates communication and multitasks in fast-paced environments.

NMLS and Notary Public licensed.

Skills
  • Strong Analytical and Problem Solving Skills
  • Customer service
  • Management skills
  • Building relationships
  • Communication skills
  • Customer Retention Strategies
  • Understanding Customer Needs
  • Building Customer Trust and Loyalty
  • Verbal and Written Communication
  • Issue and Complaint Resolution
  • Transaction Processing
  • Upbeat and Positive Personality
  • Efficient and Detail-Oriented
Experience
11/2019 to Current Senior Relationship Banker East West Bancorp, Inc. | Pleasanton, CA,
  • Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines
  • Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering and selling products and services with a focus on developing,expanding and retaining relationships
  • Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists
  • Participates fully in all components of the established Truist Retail
  • Community Bank Leadership Routines
  • Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning
  • Advises on consumer lending options and takes loan applications
  • Adheres to internal controls, operational procedures and risk management policies
  • Stays informed of all changes in policies and procedures to ensure compliance with current guidelines
  • Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs
  • Experience sourcing and prospecting for new clients and client relationship building
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
09/2016 to 06/2019 Loan Officer Bay Equity | Denver, CO,
  • The purpose of Loan Officer is to establish and maintainthe relationship between the bank and the customers by ensuring confidence vis-a-vis the bank in the long term
  • Identifies and selects potential clients according to criteria that define the desired profile of customers
  • Organizes and develops meeting with new clients in order to expand and improve the portfolio
  • Responsible for presenting the Bank to clients
  • Responsible for the maintenance and development of a quality portfolio contributing to the realization of the institutional objectives
  • Preparing financial analyses and support the proposal with the necessary required documents, propose credit limits and credit products
  • Participate at the dedicated credit committee for the own client's portfolio, contributing in the final decision as per proper level approval
  • Follows the financing process at all the stages.
10/2014 to 09/2016 Joint Teller Credins Bank | City, STATE,
  • Assistance to private individuals and business clients, who were client of Credins Bank, and making different kind of transactions related to cash (deposit, withdrawal, national / international transfer, loan etc)
  • Gives banking advises to clients in order to fulfil their needs in the best way possible
  • Orientation of clients towards the use of electronic banking services
Education and Training
Expected in 09/2014 Bachelor’s Degree | Bank Management Aleksander Moisiu, Durres, GPA:

The Faculty of Integrated Studies with Practice

  • FASTIP was established as an innovative project in 2008 on a decision of the Council of Ministers "Decree on Opening at theUniversity "Aleksandër Moisiu" Durrës, the Faculty of Integrated
    Studies with Practice (FASTIP) and on the manner of its operation for the provisional period").
  • Studies at FASTIP last three years. Each
    semester is made up of six theoretical modules covered within a two- or three-week teaching sequence in English language by national and international Guest Lecturers. Students' practice
    period of fourteen weeks/semester is carried out in close cooperation with FASTIP, Banks and Enterprises. FASTIP is an external faculty in which English is the language studies, a
    partnership with banks and companies in Albania.
  • Knowledge of economics, with its legal and social content.
    The definition of the main schools of economy, and their adaptation to the Albanian reality
    Studies of finance accounting, cost accounting, management accounting and public accounting
    Main thesis in informal economy in Albania.
  • Advanced studies of cost and finance accounting
    Identifying the positive and negative aspects of government central and central government fiscal decisions, according to their monthly
    reporting
  • Full Scholarship program
Additional Information
  • FASTIP was established as an innovative project in 2008 on a decision of the Council of Ministers "Decree on Opening at the University "Aleksandër Moisiu" Durrës, the Faculty of Integrated Studies with Practice (FASTIP) and on the manner of its operation for the provisional period"). Studies at FASTIP last three years. Each semester is made up of six theoretical modules covered within a two- or three-weekteaching sequence in English language by national and international Guest Lecturers. Students' practice period of fourteen weeks/semester is carried out in close cooperation with FASTIP, Banks and Enterprises.FASTIP is an external faculty in which English is the language studies, a partnership with banks and companies in Albania. Knowledge of economics, with its legal and social content. The definition of the main schools of economy, and their adaptation to the Albanian reality Studies of finance accounting, cost accounting, management accounting and public accounting Main thesis in informal economy in Albania Advanced studies of cost and finance accounting Identifying the positive and negative aspects of government central and central government fiscal decisions, according to their monthly reporting COMMUNICATION Confidence- People shouldn’t just believein what you’resaying, they should believe that you believe what you’re saying, always confident in whatever I communicate as I'm always prepared. Listening- Very important part for communication, won’t be able to comprehend what’s being asked of them, much less get it done. Building Trust- Alwas transparent, honest and I don’t promise thing that I can not deliver. Constructive Feedback- What I mean here is that an ideal work environment for everyone is where people feel comfortable giving and receiving criticism and comments.

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Resume Overview

School Attended

  • Aleksander Moisiu

Job Titles Held:

  • Senior Relationship Banker
  • Loan Officer
  • Joint Teller

Degrees

  • Bachelor’s Degree

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