Resume Templates: Relationship Banker

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Resume Templates: Relationship Banker


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Shelia Cooper 100 Broadway Lane New Parkland, CA, 91010 Cell: (555) 987-1234 sheliacooper@example.com

Summary

Personable Relationship Banker who knows that consumer level customers prefer to deal directly with people when it comes to banking. Adept at developing strong relationships with customers, answering customer questions and explaining banking procedures to new customers. Specializes in medium-sized banks and credit unions.

Highlights

  • Constantly expanding knowledge base when it comes to customer relations
  • Exceptional interpersonal communication skills
  • Extensive understanding of all banking procedures
  • Certified life and health insurance sales professional
  • Works closely with customers to get best results
  • Excellent ability to develop referral networks

Work Experience

February 2011 to February 2015 Lone Star Bank – New Parkland, CA Relationship Banker
  • Greeted new customers and helped them to set up a wide variety of accounts.
  • Worked with new small business customers to open accounts or start the loan process.
  • Answered incoming phone calls and emails from clients regarding a variety of issues.
June 2004 to February 2011 Group City Credit Union – New Parkland, CA Relationship Banker
  • Developed several introductory information packages that were helpful to new clients.
  • Collaborated with loan officers to help establish new accounts or expand existing business.
  • Hosted a monthly open house that welcomed anyone interested in joining so they could ask questions.
June 1994 to June 2004 Wellington Bank – New Parkland, CA Relationship Banker
  • Assisted commercial loan officers in helping business owners to sign up for personal accounts to go with their commercial accounts.
  • Worked with branch manager to develop marketing programs to increase membership base.

Education

1994 Princely Community College, New Parkland, CA Associate’s Degree, Banking and Finance

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