Relationship Banker Resume

Birgit Lile

1027 Langtown Road

Toledo, OH 43609

(555)-555-5555

[email]

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.

Education

Bachelor’s Degree in Business

Mount Union College, Alliance, OH