Relationship Banker Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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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