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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.