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Related Resumes & Cover Letters
1
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
2
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
3
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
4
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
5
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