Senior Relationship Banker Resume Example

Identifying new prospects and cross-sell opportunities with current clients utilizing book of business to increase sales opportunities.

• Transforming service transactions to sales opportunities according to customer needs.
• Creating warm, welcoming and friendly environment for customers and employees.
• Fostering teamwork to ensure positive overall customer experience.
• Resolving customer complaints/issues promptly and effectively.
• Managed Multiple task & projects deadline simultaneously.
• Continually boosted branch production and revenue by 140% by consistently meeting all monthly and quarterly sales goals.
• Maintained full responsibility for opening new customer accounts including checking, savings, and lines of credit.
• Promptly researched and resolved customer issues .
• Worked with business clients as well as specialists to optimize revenue potential.
• Delivered informational sales presentations to potential customers while building client relationships.
• Contributed and supported bank operations within a fast-paced environment.
• Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.

• Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
• Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
• Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
• Performed loan servicing functions to check compliance with applicable terms and conditions.
• Represented bank at community events to establish strong ties and promote business.
• Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
• Consistently beating quarterly goals with always performing over 140% productivity level.

• Helped customers prepare documents required to complete transactions and process requests.
• Presented products and services to customers using in-depth knowledge to answer questions.
• Supported tellers by processing transactions involving money orders, cashiers checks and payments.
• Counted currency, coins and checks in cash drawer, night depository and ATM.
• Prepared internal and regulatory financial reports, including balance sheets and income statements.
• Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
• Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
• Managed over 30 customer calls while guaranteeing satisfied in branch client services.