Business Banking Relationship Manager Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Educated and qualified Business Banking Relationship Manager seeks position in a rising company where I can grow and become an asset.

Highlights of Qualifications:

  • Admirable experience in managing sales and business, managing all cash and balancing it in a financial environment
  • Good understanding of personal and commercial financial statements
  • Deep knowledge of financial products and banking regulations
  • Proficient with PC (MS Windows and Office Products) and Client Experience Desktop
  • Ability to maintain good relationships with both internal and external customers
  • Ability to multitask and prioritize work
  • Ability to provide excellent customer relationships
  • Good communication skills in both oral and written forms
  • Strong organizational, presentation skills and organizational skills

Professional Experience:

Business Banking Relationship Manager

Astoria Federal Savings, Chicago, IL

October 2008 – Present

  • Maintained knowledge on various products and services offered by bank and updated knowledge on various competitor products as well.
  • Developed various leads for prospective customers and documented all activities for same.
  • Participated in various business development program carried by bank and assisted in retaining customers and expanding network.
  • Managed client relationship and coordinated with various partners to strengthen same.
  • Monitored customer requests and complaints, ensured its timely resolution.
  • Documented procedures according to bank regulations and rules.
  • Ensured all activities in compliance to company requirements.
  • Prepared a book of all bank activities and achieved all objectives.

Account Relationship Associate Senior

WSFS Bank, Chicago, IL

August 2003 – September 2008

  • Administered day to day activities of various branches and ensured documentation of all activities.
  • Maintained good relations with customers and employees.
  • Assisted customer in all his or queries and provided all information for account.
  • Monitored complex operational issues and resolved it effectively.
  • Provided support to sales department and documented all processes and participated in various sales related meetings.
  • Ensured knowledge on all company products and services and assisted customers on same.

Client Relationship Specialist

Wells Fargo, Chicago, IL

May 1998 – July 2003

  • Managed all client transactions and ensured customer satisfaction of same at all times.
  • Monitored cash drawing limits and sell funds as per company policy.
  • Ensured confidentiality of customer information at all times.
  • Assisted account department in managing balancing accounts.
  • Administered bank operations and ensured compliance to safety and security regulations.
  • Participated in various staff meetings and recommended changes to serve customers better.


Bachelor’s Degree in Business Operations Management

Fresno Pacific University, Fresno, CA