Banking Relationship Manager Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Qualified Banking Relationship Manager seeking work with an existing company in which to put my skills and knowledge to good use.

Highlights of Qualifications:

  • Huge experience in cash handling and balancing and analyzing respective financial needs for individual clients
  • Sound knowledge of credit and financial products
  • Huge knowledge of private bank and sales procedures
  • Familiarity with an investment, commercial, private bank and sales
  • Remarkable ability to interpret financial requirement for retail clients
  • Outstanding ability to work according to client expectations
  • Good understanding the financial needs of all types of clients
  • Amazing communication skills in both oral and written forms
  • Skilled to prepare and analyze presentation
  • Proficient in completing all work according to deadline

Professional Experience:

Banking Relationship Manager

First Niagara, Dayton, OH

October 2008 – Present

  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.
  • Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.
  • Analyzed financial products and recommended appropriate products to clients.
  • Developed and maintained bank revenue goals.
  • Managed all product inquiries for clients and provided direct and indirect solutions.
  • Designed strategies to retain present businesses and for acquiring prospective clients.

Client Relationship Specialist

KeyBank, Dayton, OH

August 2003 – September 2008

  • Managed all processes with accuracy and ensured optimal level of customer satisfaction.
  • Administered cash drawer limits according to bank policies.
  • Analyzed processes, determined client requirements and provided appropriate resources.
  • Assisted accounting team in balancing for branches.
  • Participated in BSA training and ensured adherence to all bank secrecy act.
  • Maintained confidentiality of all bank information.

Client Relations Representative

Alliance Defense Fund, Dayton, OH

May 1998 – July 2003

  • Evaluated pipeline and ensured maximum rates for clients.
  • Coordinated with account executives and wholesale brokers and provided required feedback.
  • Monitored appraisal inbox and reviewed appraisal.
  • Verified employment information and assisted in loan closing.


Bachelor’s Degree in Business Administration: Banking

Idaho State University, Pocatello, ID