Sample Relationship Banker Resume

Posted in Banker Resume Examples

Birgit Lile
1027 Langtown Road
Toledo, OH 43609

Job Objective Knowledgeable, dedicated and hardworking Relationship Banker seeking an opportunity to work for your company.

Highlights of Qualifications:

  • Immense experience in providing optimal customer services as relationship banker
  • Deep knowledge of various financial services and products
  • Sound knowledge of performing cold calls to expand customer base
  • Ability to perform basic math for customers
  • Ability to provide assistance to customers by explaining all services
  • Ability to achieve revenue targets of banks
  • Ability to maintain good banking relationships with clients and customers
  • Ability to provide assistance in person and over phone
  • Solid understanding of sales and cash handling processes

Professional Experience:

Relationship Banker
NewAlliance Bank, Toledo, OH
August 2007 – Present

  • Implemented various sales activities to achieve sales objectives and expand customer base.
  • Monitored all service requests and developed strategies to convert it to sales.
  • Provided assistance to all walk ins and developed relationships to maximize sales.
  • Maintained sales tools and increase optimal practices to facilitate sales.
  • Developed customer profile and initiated sales activities through cross selling.
  • Documented all customer interactions and updated communication on CRM.
  • Maintained knowledge of bank sales model and implemented it for customers.
  • Analyzed various customer issues and provided appropriate resolution.

Relationship Banker
Rhinebeck Bank, Toledo, OH
May 2004 – July 2007

  • Conducted one on one interaction with all customers to facilitate opening of accounts.
  • Prepared all required paperwork for consumer feedback and presented it to management.
  • Maintained profile for all new and existing customers as per individual financial requirement.
  • Developed strategies to retain customers and expand the customer base for bank.
  • Designed and achieved all sales and service objectives for all vendor service providers.
  • Evaluated all customer relationship and assisted to resolve all customer issues.
  • Facilitated strategies to increase customer service base and minimized risks.
  • Assisted clients to open new accounts for all products and services.


Bachelor’s Degree in Business
Mount Union College, Alliance, OH

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