Relationship Banker Resume Examples

relationship banker

  • Managing business and consumer accounts
  • Monthly sales goals including new DDA’s, MMA’s, HELOC’s, loans/lines and credit cards
  • Following up on referrals set by our teller line 
  • Monthly compliance training courses
  • Reporting to my branch center manager on progression of goals

relationship banker

  • Processed banking transactions such as check cashing, deposits, and transfers
  • Opened and closed checking and saving accounts
  • Created official checks, and money orders
  • Ran daily reports morning and evening
  • Assisted in opening and closing bank 

relationship banker

  • Uncover opportunities and introducing partners of the branch for Business Banking, Wealth Management, and Mortgage 
  • Responsible for households less than $250,000 
  • Educate clients and convert non-investment households
  • Solicit sales of new or additional services or products for consumers and small business
  • Build and deepen relationships with individual or business customers by implementing a regular follow up process

relationship banker

  • Assess the needs of customers and offer them banking services that meet their financial needs
  • Explain to customers the different types of products and service options that are available.
  • Reach out to prospective retail banking customers and establish business relationships.
  • Evaluate customers’ financial needs, provide banking solutions and refer them to the appropriate branch officers as needed

relationship banker

  • Engaging customers in conversations, listening to them, and proactively helping to meet their financial needs.
  • Following policies and procedures to minimize risk
  • handling complex transactions across multiple systems
  • Educate, and connect customers to technology
  • Cash handling, balance vault, ATM’s 
  • Open accounts, credit cards 
  • identify potential fraud/risky accounts and take appropriate action to prevent loss

relationship banker

  • Assist customers by providing information and resolving their complaint
  • Open, service, and close client’s checking, savings, and credit accounts
  • Educate clients on bank products and benefits 
  • Experience with 3+ Bank of America financial institutions as a Relationship Banker

relationship banker

  • Performed opening and closing security procedures.
  • Monitor cash position daily
  • Audit vault and negotiable items, sales production, ATM Balancing, and daily operations.
  • Supervised and trained employees.

relationship banker

  • proactively contacted costumers to discover their personal and financial needs.
  • responsible for meeting with at least 20 costumers a day and  having minimum 3 present appointments a day.
  • Consistently exceed monthly and quarterly sales objectives.
  • Maximized the depth of client relationship by partnering with lending advisors.
  • Created strategies to strength client retention and expand wealth management portfolio .
  • Managed client accounts and provided personalized financial counseling.
  • Coached team if tellers to support new costumers referrals for the bank.

relationship banker

  • Support the Relationship Manager and Assistant Relationship Manager in managing commercial portfolios
  • Provide assistance to customers is across all areas of personal and business day to day banking needs
  • Update and maintain accurate customer records and ensuring the Banks compliance requirements are adhered to
  • Regularly have needs based conversations with customers and provide recommendation that meet those needs.

relationship banker/small business specialist/manager on duty

  • Sell the banks products and services after determining what is right for the client.
  • Establish, build and retain relationships and trust with individual or business clients or provide assistance with problems these clients may encounter.
  • Deliver best practices for performance optimization.
  • Contact and interview new and existing clients to determine what products would fit their needs.
  • Supervise others as Manager on Duty when manager is not present.
  • Handle client complaints and take appropriate action to resolve them.
  • Comply with all operations and controls of the institution.