Relationship Banker Resume Examples and Templates

Relationship Banker

• Scheduled client appointments, including those for partners, through outbound dialing and referrals.
• Coordinated with partners and various departments when dealing with court orders, instructions, or death notifications.
• Handled tasks such as opening, maintaining, and closing deposit accounts, as well as facilitating loan origination and funding.
• Assisted clients in achieving their financial goals by leveraging product knowledge and tools.

Relationship Banker

• Took ownership of assigned accounts, responsible for expanding and retaining relationships.
• Achieved sales, referral, and service goals, providing qualified referrals to various departments and supplier service providers.
• Clearly communicated product changes, restrictions, benefits, requirements, and other relationship banking-related product information to clients and bank employees.
• Developed and maintained in-depth knowledge of retail deposit products and lending products and services.
• Collaborated with relevant staff to conduct regular audits, prevent counterfeiting, and upheld a high standard of professionalism and work ethic.

Relationship Banker II

• Cultivated and sustained strong client relationships.
• Achieved consistent monthly and quarterly sales targets.
• Opened new accounts and facilitated consumer loans.
• Reviewed accounts and loans to ensure complete documentation and customer signatures.
• Conducted customer financial transactions.
• Assisted in branch operations, including cash handling and daily vault and cash drawer balancing.
• Demonstrated proficiency in banking rules and regulations.

Licensed Relationship Banker

• Advised clients on deposit accounts, investments, loans, and retirement planning.
• Identified financial needs and presented suitable options, collaborating with relevant business partners.
• Acted as a dual employee for both M&T Bank and M&T Securities.
• Submitted mandated reports under the Bank Secrecy Act, including Currency Transaction Reports (CTRs) and Suspicious Activity Reports (SARs).
• Demonstrated expertise in Federal Deposit Insurance Corporation laws pertaining to banking and provided guidance to clients on related matters.
• Conducted daily audits of Monetary Instruments (money orders and cashier’s checks) at a high-volume branch.
• Processed both foreign and domestic outgoing wires with precision.
• Assessed daily overdrafts of commercial and retail deposit accounts and determined appropriate actions.
• Managed customer loan applications and collaborated with underwriting to ensure fair treatment of applicants, especially "close call" cases.
• Provided training to tellers on referral techniques.
• Actively supported branch colleagues through proactive teamwork.
• Ensured adherence to operational, security, and control policies and procedures, safeguarding against fraud and protecting customer assets.

Senior Relationship Banker

• Promoted core consumer and business products and services to broaden clients' financial portfolio.
• Demonstrated leadership within the management team and motivated team members to perform efficiently and competently.
• Fostered robust relationships with internal business partners to facilitate referrals to the appropriate bank department and optimize product utilization.
• Cultivated interpersonal connections with clients by engaging in meaningful conversations that unearthed potential needs, enhancing their overall financial well-being.

Relationship Banker

• Deliver exceptional customer service and consistently meet sales and referral targets.
• Assist with dual control vault duties and support audit controls.
• Interact with customers in the lobby, offering guidance on conducting transactions through self-service technologies.
• Contribute to branch sales performance to achieve business growth objectives.
• Fulfill all assigned duties as required.

Senior Relationship Banker

• Managed a portfolio of high-value consumer and business banking relationships, focusing on sales, business development, and account management.
• Cultivated consultative client relationships to gather feedback, understand specific needs, and ensure long-term retention and portfolio growth.
• Proficient in balancing sales management and customer service, building strong client relationships to maximize lifetime value.
• Committed to continuous personal and professional development, consistently learning new skills and techniques to boost sales volume and maintain customer satisfaction.
• Possessed comprehensive product knowledge across a range of complex financial offerings, providing clients with in-depth advice based on their individual requirements.
• Successfully trained and coached clients on core banking products, including Checking, Non-Checking, Credit Cards, Auto Transfers, Overdraft Protections, and Loans.
• Analyzed local community demand to optimize sales and business development strategies, making recommendations for future growth and expansion.
• Executed integrated sales, relationship, and credit strategies aligned with branch goals and objectives.
• Implemented risk management protocols, such as the BSA questionnaire for high-risk business account holders, to mitigate fraud threats.
• Maintained regular communication with customers to reevaluate their financial needs and provide appropriate solutions when possible.
• Ensured ongoing safety and security of client and bank assets in compliance with regulatory protocols.
• Collaborated efficiently with merchant, payroll, and commercial business partners to explore opportunities for new client business lending growth.

Relationship Banker

• Leads the strategic development of client relationships in retail branch operations, fostering cross-functional support for sales, CRM, small business, compliance/audits, product development, and policy management.
• Drives the optimization of departmental goals to achieve operational and financial strategic objectives, presenting at sales, service, and departmental meetings to achieve desired outcomes.
• Establishes vital relationships with community partners, advocacy groups, and financial institution partners.

Relationship Banker

• Pioneered the region as the first to be promoted to Relationship Banker, focusing on acquiring and expanding the share of wallet for the mass affluent client segment and identifying business banking opportunities.
• Achieved business objectives through effective leadership and productive collaboration with a diverse set of ecosystem partners.
• Leveraged the role to assist business clients in opening business accounts, obtaining business credit cards, and accessing HELOCs.

Licensed Relationship Banker

• Oversee sales activities to meet personal and bank-set goals.
• Cultivate new client relationships and conduct outbound outreach efforts to manage a self-developed prospective client pipeline.
• Assist clients and walk-ins in identifying their banking needs.
• Offer information on the bank's services and products, guiding clients in the product selection process.
• Ensure accurate completion of account opening procedures.
• Facilitate financial solutions by referring clients to investment and mortgage partners.
• Provide information to clients about services such as safe deposits, wire transfers, and other offerings.

Relationship Banker

• Educate clients on Investec products and ensure their comprehension.
• Structure lending deals and present them to the credit department.
• Cultivate trust and build lasting relationships with existing clients.
• Manage client expectations and handle complaints effectively.
• Spearhead lead generation through marketing activities and devise innovative sales strategies.