Relationship Banker Resume Samples

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T Windler

Tyler

Windler

85843 Colt Track

Philadelphia

+1 (555) 368 4576

85843 Colt Track

Philadelphia

Phone

p +1 (555) 368 4576

Experience Experience

Philadelphia, PA

Relationship Banker

Philadelphia, PA

Koepp and Sons

Philadelphia, PA

Relationship Banker

Assist branch management with ‘on the job training” of new employees
Assist with dual control vault responsibilities and assists with audit controls
Provide outstanding customer service and ensure sales and referral expectations are consistently met
Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
Performs all other duties as assigned
Contribute to branch sales performance to deliver growth that meets business
Performs other duties as assigned

Detroit, MI

Branch Relationship Banker

Detroit, MI

Skiles and Sons

Detroit, MI

Branch Relationship Banker

Providing excellent customer service and effectively resolving customer issues
Adhering to all operational, security, risk and regulatory policies and procedures
Maintaining your knowledge of all products, services, technology and policies
Maintaining knowledge of all products, services, technology and policies to provide the best service to customers
Developing key business and community relationships by being active in the community
Educating both consumer and business customers on leveraging technology in order to drive sales and service
Driving sales through walk-in customers with a disciplined sales process and using current technology to drive both sales and service

present

Houston, TX

Commercial Relationship Banker

Houston, TX

Kub, Bashirian and Okuneva

present

Houston, TX

Commercial Relationship Banker

present

Developing and implementing marketing plans for expanding business
Manage and grow commercial loan portfolio
Successfully produce and manage new loan production
Exhibit leadership as part of the commercial bank management team and mentor junior commercial bankers
Identify, prospect and develop commercial banking customers throughout Austin and surrounding areas
Develops and implements marketing plans for expanding business
As a Senior Commercial Lender, develop, analyze and submit commercial loans for approval

Education Education

Bachelor’s Degree in Business Related Field Preferred

Indiana University

Bachelor’s Degree in Business Related Field Preferred

Skills Skills

Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms
Strong attention to detail and ability to multi-task and balance multiple priorities
Strong knowledge at building relationships, collaboration and team work
Excellent oral and written communication skills with strong influencing skills - Pass relationship banker pre-employment assessment
Excellent interpersonal skills with the ability to deliver effective communication (verbal and written) proactively with a customer-oriented approach
Proficient knowledge of Microsoft Office Suite products and related Bank software
Strong knowledge of banking products, credit products and services
Basic knowledge of bank products, credit and commercial lending techniques and procedures
Ust possess a strong knowledge of products and services offered – especially those with a direct sales focus
Excellent oral and written communication skills with strong influencing skills

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13 Relationship Banker resume templates

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Branch Relationship Banker Resume Examples & Samples

Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives of HSBC Securities (USA) through proper customer profiling and needs-based selling
Minimum of three years proven and progressive branch sales experience or equivalent, including evidence of strong sales results in insurance and investment products and ability to close a sale
Series 6, 63, Life and Health Insurance licenses required. On an exception basis, a 60 day contingency may be granted solely at management's discretion (this period is for self-study, with no client contact). Licenses are required to discuss and sell investment and insurance products with potential and existing customers
Broad knowledge of financial services products and services. Strong understanding of Business Banking to assist Business clients with account opening needs
Ability to use the customer relationship management system

Bilingual Sky Service Relationship Banker Resume Examples & Samples

Bilingual. English/Spanish is required. Candidate needs to display excellent oral and written communication skills in both languages
Excellent telephone sales/service skills
Sharpened persuasive and probing sales skills
Acquainted with general anti-money laundering and fraud prevention concepts
2-3 years’ experience in Sales and/or Customer Service with emphasis in banking or banking-related products

Branch Relationship Banker Resume Examples & Samples

Conduct needs assessment with current and potential Company customers and recommend appropriate investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocation
Strong understanding of Business Banking to assist Business clients with account opening needs
Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts
In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually

Relationship Banker, Cyxx Resume Examples & Samples

Manage and develop a staff of approximately 3 associates
Perform oversight of the daily AP and Procurement Operations processes performed by AP and the 3rd party vendor to ensure service levels are maintained
Manage AP systems changes including the coordination and support of User Acceptance Testing (UAT) and Business Continuation testing
Serve as the point of contact to troubleshoot business system issues as they arise, along with the appropriate system support group
Coordinate any potential system impacts on operational processes whether regulatory or business driven
Participate in or lead special projects, such as process redesign or process improvement initiatives
Complete account reconciliation for AP Liability and related accounts
Develop and maintain effective documentation for all operational functions including operational statistics, process flows and Standard Operating Procedures
Conduct end user training on AP applications
Back-up support for AP and Procurement Operations supplier enablement process
4 year degree or equivalent business experience
Proven leadership skill and experience with developing staff
Proven ability to manage processes and identify and implement process improvements
Result oriented with strong organizational skills and ability to prioritize work based on business needs
Strong communication and analytical skills
Experience with MS Office
Experience with Oracle Suite applications is a plus
Overtime required during peak periods and/or to support annual BC testing

Relationship Banker / Personal Banker Resume Examples & Samples

Strengthen the commercial business relationships by selling and assisting clients on deposit products & services
Offer a suite of consumer deposit products & services
Associate’s or Bachelor’s degree beneficial, minimum of (3) years consumer loan experience and Banker I experience
IRA and new accounts experience beneficial
Listens well to others
Respects opinions of others
Confidentiality
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fraction, and decimals
Proven ability to problem solve,
Prioritize tasks and meet required deadlines
Ability to make decisions to customers’ satisfaction
Superior skill set in the use of the following software applications
Microsoft Excel, Word, and Outlook
Experience with Fiserv applications desirable

Relationship Banker, West 34th Branch Resume Examples & Samples

Live the company values of Excellence and Do the Right Thing
Act as a Customer Advocate
Contribute to a customer- centric culture, continuous improvement, innovation and change
Take an active role in educating customers on other banking channels as well as sales and service offerings
Owns personal development to achieve job proficiency, meet performance goals and obtain internal Banker Certification
Meet set performance goals, demonstrate skills-based behaviors to achieve Banker Certification and Advanced Banker Certification status and recertify annually
Meets with prospects and customers as a result of outbound calling efforts, teller referrals and branch referrals in specialist areas including Investments, Small Business, and/or Mortgage to discuss and sell banking products
Proactively maximizes sales opportunities
Consistently uses needs-based assessment tools to analyze and determine customer needs
Recommends and sells appropriate solutions both in person and on the telephone or online
Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs
As requested, participates in, leads and mentors associates trainings and sales meetings
Creates customer awareness of alternative banking channels, such as digital capabilities, ATM, online and mobile banking
Leverages tools to incorporate customer offers in needs-based conversations
Actively contributes to branch team’s success
Deepen customer relationships
Creates a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrates genuine interest in the customer and in helping them meet their financial needs
Fulfills any of our customer’s servicing needs with the intent of enhancing customer retention and engagement
Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
High school diploma, GED or equivalent certification or military experience
At least 1 year of customer service experience
At least 1 year of Sales experience
Able to travel between branches in assigned local area
2 years sales experience in a banking environment or 2 years sales experience in a retail environment or 2 years experience in a hospitality role

Relationship Banker S Brooklyn 74th St Resume Examples & Samples

Live the company values of Excellence and Do the Right Thing
Act as a Customer Advocate
Contribute to a customer- centric culture, continuous improvement, innovation and change
Take an active role in educating customers on other banking channels as well as sales and service offerings
Owns personal development to achieve job proficiency, meet performance goals and obtain internal Banker Certification
Meet set performance goals, demonstrate skills-based behaviors to achieve Banker Certification and Advanced Banker Certification status and recertify annually
Meets with prospects and customers as a result of outbound calling efforts, teller referrals and branch referrals in specialist areas including Investments, Small Business, and/or Mortgage to discuss and sell banking products
Proactively maximizes sales opportunities
Consistently uses needs-based assessment tools to analyze and determine customer needs
Recommends and sells appropriate solutions both in person and on the telephone or online
Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs
As requested, participates in, leads and mentors associates trainings and sales meetings
Creates customer awareness of alternative banking channels, such as digital capabilities, ATM, online and mobile banking
Leverages tools to incorporate customer offers in needs-based conversations
Actively contributes to branch team’s success
Deepen customer relationships
Creates a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrates genuine interest in the customer and in helping them meet their financial needs
Fulfills any of our customer’s servicing needs with the intent of enhancing customer retention and engagement
Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
High school diploma, GED or equivalent certification or military experience
At least 1 year of customer service experience
At least 1 year of Sales experience
Able to travel between branches in assigned local area
2 years sales experience in a banking environment or 2 years sales experience in a retail environment or 2 years experience in a hospitality role

Relationship Banker Midtown 56th & Broadway Resume Examples & Samples

Meet with consumer and small business customers to discuss current and future financial needs
Recommend and sell appropriate solutions to consumers and small businesses
Achieve performance goals and demonstrate skills-based behaviors while working towards banker certification and recertify annually
Acquire knowledge of complete line of products to offer to customer including: consumer and small business checking and savings, home loans, and investment referrals
Perform servicing duties: greet customers in the lobby and on the phone, research customer inquiries, fulfill customer requests, and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunities
Perform sales duties: execute on sales routines, which includes conducting sales conversations to identify appropriate customer banking needs, ensuring customer usage of products, conduct outbound calling, and acquiring, deepening and retaining customer relationships within branch portfolio
Proactively cultivate relationships with branch partners such as Financial Advisors, Small Business Bankers and Home Lending Officers to obtain and provide qualified referrals
Ensure all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
High school diploma, GED, equivalent certification, or military experience
At least 6 months of Sales and/or Customer Service experience
Associate’s degree in business, finance or other related field of study
One year of customer service experience in banking, retail or hospitality
One year of sales experience in banking, retail or hospitality

Relationship Banker Upper Manhattan 45th Street Resume Examples & Samples

Live the company values of Excellence and Do the Right Thing
Act as a Customer Advocate
Contribute to a customer- centric culture, continuous improvement, innovation and change
Take an active role in educating customers on other banking channels as well as sales and service offerings
Owns personal development to achieve job proficiency, meet performance goals and obtain internal Banker Certification
Meet set performance goals, demonstrate skills-based behaviors to achieve Banker Certification and Advanced Banker Certification status and recertify annually
Meets with prospects and customers as a result of outbound calling efforts, teller referrals and branch referrals in specialist areas including Investments, Small Business, and/or Mortgage to discuss and sell banking products
Proactively maximizes sales opportunities
Consistently uses needs-based assessment tools to analyze and determine customer needs
Recommends and sells appropriate solutions both in person and on the telephone or online
Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs
As requested, participates in, leads and mentors associates trainings and sales meetings
Creates customer awareness of alternative banking channels, such as digital capabilities, ATM, online and mobile banking
Leverages tools to incorporate customer offers in needs-based conversations
Actively contributes to branch team’s success
Deepen customer relationships
Creates a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrates genuine interest in the customer and in helping them meet their financial needs
Fulfills any of our customer’s servicing needs with the intent of enhancing customer retention and engagement
Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
High School Diploma, GED, equivalent certification, or military experience
At least 1 year of customer service experience
At least 1 year of Sales experience
Able to travel between branches in assigned local area
2 years sales experience in a banking environment or 2 years sales experience in a retail environment or 2 years experience in a hospitality role

Ccb-relationship Banker Resume Examples & Samples

Analyzes fraud risk processes & controls, manages projects, oversees fraud risks associated to Citi’s customer-facing remote channel offerings
Evaluates risk & return, measures, and interprets results
Possesses strong institutional knowledge of e-commerce and internet/mobile banking technologies/platforms, functionalities, detection tools, and fraud mitigation capabilities
Knowledgeable about different markets, products, customer verification strategies in remote channels, analytical tools, financial and risk databases, multi-factor authentication tools, and associated fraud risks
Assesses the spectrum of risks and how those risks arise from new product offerings
Identifies reputational risk and its operational/financial cause & effect. Manages situations that create risk and compliance considerations for Citi
Anticipates and responds to client needs
Takes responsibility for addressing problems, finding solutions and making prudent decisions
Adopts proactive, not reactive, approach and offers creative solutions. Strives for continuous improvement
Uses tools and techniques to effectively identify and assess fraud risks and emerging trends
Identifies MIS and data needs in the fraud risk environment
Makes decisions in a timely manner, balancing a need for action with a need for analysis
Identifies issues and outlines scope. Probes beyond symptoms to determine the underlying causes of problems
Functions as a lead contributor with significant knowledge of digital channel fraud risk exposure across broad department activities
Understands businesses processes, risks, and can identify control issues
Supports diversity by actively building and cultivating strong connections and partnerships across businesses/regions
Strong knowledge of & experience with Internet/Mobile banking platforms
Strong knowledge of Information Security risks and controls
Ability to work independently and influence others
Strong project management abilities
Fraud management experience

Ccb-relationship Banker Fifth Ave & 54th Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker 80th & Yarrow Resume Examples & Samples

Build long-standing relationships with TCF customers by providing excellent customer service and maintaining thorough knowledge of all products TCF offers. Build customer trust and loyalty by proficiently answering customer’s questions; explaining policies thoroughly, and fulfilling customer needs
Serve as a TCF brand ambassador and TCF product and service expert. Promote a positive image of TCF with each customer every time
Efficiently gather customer information, identify financial needs, and educate the customer on TCF's products and services. Make appropriate recommendations to the customer to meet their financial priorities. Promote TCF products, services, and programs. Meet individually assigned sales goals with a high level of quality in terms of relationships and new accounts
Consult with customers on specific account needs; convey rates, service charges and restrictions, and offer available programs to improve the customer experience
Process transactions and engage in sales while communicating professionally, clearly and confidently. Perform services including wire transfers, customer information changes, death claims, accurate processing of IRA distributions/contributions, loan payment processing, and Regulation E and fraud claim resolution, adhering to TCF and Federal regulations. Investigate and resolve special account inquiries such as legal transactions requiring coordination with TCF counsel, outside attorneys, and customers
Consistently seek out prospective customers through referrals, affinity partners, community involvement, telemarketing, and direct mail programs
Balance terminal daily according to established procedures, locate and/or correct errors or missing information. Maintain accurate balancing/loss record that meets TCF guidelines
Maintain all audit requirements. Interpret and accurately process customer requests and transactions according to TCF guidelines. Maintain established controls such as check holds, identification procedures, and all other pertinent verification necessary to transact business
High school degree or GED, or working towards completion
Six months proven service results in a customer centric, results-driven environment. Ability to demonstrate a high level of enthusiasm for providing excellent customer service skills
Effective communication (verbal and non-verbal), interpersonal skills, and active listening skills. Ability to engage with customers; begin a conversation, build rapport, and handle objections. Comfortable asking customers about their personal finances
Demonstrated ability to communicate clearly and professionally while servicing customers
Highly developed skills and commitment to customer satisfaction
Ability to perform necessary calculations; proficient in basic computer skills
As a new hire will be required to attend and successfully pass all testing for TCF’s Relationship Banking training program
Previous customer contact/sales experience
Six months or more of cash handling experience

Relationship Banker Resume Examples & Samples

Homewood
Calumet City
Munster, IN

Ccb-relationship Banker Broadway & 79th Street Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker Resume Examples & Samples

Strengthen the commercial business relationships by selling and assisting clients on deposit products and other banking services
Offer a suite of consumer deposit products and other banking services
Live the mission through a local presence
Contribute to overall Sunrise income through business line profit center results
High School degree or GED Required
Associate’s or Bachelor’s degree preferred
Minimum of two (2) plus years related banking experience and/or training required; or equivalent combination of education and experience
Possess excellent customer service skills and ability to interact with customers
IRA and new accounts experience required
Lending experience preferred
Ability to listen, speak clearly and effectively to others
Listens well to others. Respects opinions of others. Confidentiality
Proven ability to problem solve, prioritize tasks and meet required deadlines
A bility to make decisions to customers’ satisfaction
Superior skill set in the use of the following software applications: Microsoft Excel, Word, and Outlook

Relationship Banker Resume Examples & Samples

Analyze risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms
Solicit the sale of additional products and services to meet clients' needs
Negotiate loan terms and conditions
Loan management experience
Knowledge of bank products, credit, commercial lending and loan management techniques

Relationship Banker East 57th & Regal Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker Resume Examples & Samples

Minimum 2 years of direct sales experience required
Minimum 2 years experience in a banking environment required
Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act
Working knowledge of Bank operations, policies and procedures and regulatory compliance
Ability to organize and prioritize work

Relationship Banker Madison Ave & 79th St Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker Third Ave & 19th St Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker Lexington & 45th St Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Ccb Relationship Banker Fifth Ave & 54th Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Ccb Relationship Banker Fourth Ave & 51st Street Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker 96th & Washington Resume Examples & Samples

Build long-standing relationships with TCF customers by providing excellent customer service and maintaining thorough knowledge of all products TCF offers. Build customer trust and loyalty by proficiently answering customer’s questions; explaining policies thoroughly, and fulfilling customer needs
Serve as a TCF brand ambassador and TCF product and service expert. Promote a positive image of TCF with each customer every time
Efficiently gather customer information, identify financial needs, and educate the customer on TCF's products and services. Make appropriate recommendations to the customer to meet their financial priorities. Promote TCF products, services, and programs. Meet individually assigned sales goals with a high level of quality in terms of relationships and new accounts
Consult with customers on specific account needs; convey rates, service charges and restrictions, and offer available programs to improve the customer experience
Process transactions and engage in sales while communicating professionally, clearly and confidently. Perform services including wire transfers, customer information changes, death claims, accurate processing of IRA distributions/contributions, loan payment processing, and Regulation E and fraud claim resolution, adhering to TCF and Federal regulations. Investigate and resolve special account inquiries such as legal transactions requiring coordination with TCF counsel, outside attorneys, and customers
Consistently seek out prospective customers through referrals, affinity partners, community involvement, telemarketing, and direct mail programs
Balance terminal daily according to established procedures, locate and/or correct errors or missing information. Maintain accurate balancing/loss record that meets TCF guidelines
Maintain all audit requirements. Interpret and accurately process customer requests and transactions according to TCF guidelines. Maintain established controls such as check holds, identification procedures, and all other pertinent verification necessary to transact business
High school degree or GED, or working towards completion
Six months proven service results in a customer centric, results-driven environment. Ability to demonstrate a high level of enthusiasm for providing excellent customer service skills
Effective communication (verbal and non-verbal), interpersonal skills, and active listening skills. Ability to engage with customers; begin a conversation, build rapport, and handle objections. Comfortable asking customers about their personal finances
Demonstrated ability to communicate clearly and professionally while servicing customers
Highly developed skills and commitment to customer satisfaction
Ability to perform necessary calculations; proficient in basic computer skills
As a new hire will be required to attend and successfully pass all testing for TCF’s Relationship Banking training program
Previous customer contact/sales experience
Six months or more of cash handling experience

Boroughs West Relationship Banker Park Slope 7th Avenue Resume Examples & Samples

Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy
Proactively manage risk in every business, product and service transaction leveraging available tools
Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust in order to optimize sales opportunities to new and existing customers/clients
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach etc
Actively use and leverage current technologies to better understand the technology solutions available to improve our customers’ financial lives
Ability to learn and understand technology to assist customers with self-service needs
Apply strong critical thinking and problem-solving skills to meet customers’ needs
Available to work weekends and/or extended hours as required to run the business
Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Displays passion, commitment and drive to deliver an experience that improves our customers’ financial lives
Ability to understand and implement process and/or regulatory requirements during all interactions with customers (examples: AML, appropriate disclosures, etc.)
Excellent oral and written communication skills with strong influencing skills
Pass relationship banker pre-employment assessment
Bilingual (fluent verbal and written) skills where applicable
Ability to engage customers for long periods of time
All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates’ proficiency, meaning their ability to perform the critical job tasks and demonstrate the key “how” behaviors
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Bachelor’s or business relevant associate degree (example, business management, business administration, finance)
Financial/Banking Center experience

Relationship Banker Southwest 5th & Forest Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker Nw 11th & Lovejoy Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker East 39th South Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker Resume Examples & Samples

Joliet
Bolingbrook
Shorewood

Relationship Banker Resume Examples & Samples

95th and Stony Island
95th and Ashland
87th and DanRyan

Ccb Relationship Banker New Jersey North Interviewing Session 5 Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Relationship Banker Resume Examples & Samples

High school diploma or GED, or currently enrolled in High School
Available to work retail hours including evenings, weekends, and holidays
Ability to perform necessary calculations and transactions
Must successfully complete technical training and pass test standards
6 months of continuous work experience

Ccb-relationship Banker Fifth Ave & 21st St Resume Examples & Samples

College degree preferred or High school degree/GED or foreign equivalent
Minimum of one year Branch Sales Experience or equivalent Financial Services Sales experience with proven success in establishing new clients, revenue generation, and the ability to deliver results
Series 6/7, state registration (including 63 if required), and life licenses REQUIRED. If unlicensed, must be obtained within 90 days of joining Chase
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in person
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills comfortable making outbound calls
Understands how to present features, and benefits of products and services to customers with differing needs
Self motivated, assertive, performs well in a competitive sales environment
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decisions
Ability to work branch hours, including weekends and some evenings

Branch Relationship Banker, Bilingual Resume Examples & Samples

Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs
MUST be fluent in Mandarin
Ability to work in a team-based environment

Multilingual Branch Relationship Banker Resume Examples & Samples

The jobholder will own and manage a portfolio of clients working with the wider RBWM team
The jobholder has primary responsibility for
MUST be fluent in Mandarin and Cantonese
Strong interpersonal, communications, sales, organizational and persuasion skills
Understanding of Business Banking

Relationship Banker Iv-dbw Resume Examples & Samples

Proven ability to demonstrate exceptional customer service
Minimum four years in the financial services sales
Required to interact with customers in an open face to face work environment

Relationship Banker Resume Examples & Samples

Requires a Bachelor’s degree in business, finance or a related field and 4+ years commercial lending, credit associated lending and bank sales experience; a combination of education and experience may meet requirements
Working knowledge of bank products, credit and commercial lending techniques and procedures
Proficient in Microsoft Excel, Word, Outlook and Argus

Branch Relationship Banker Bilingual Resume Examples & Samples

Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Refer to the HNAH Code of Ethics policy and Wealth Management Staff Dealing policy including Outside Business Activity (OBAs) to ensure that above community and outside activities do not present an actual or potential conflict of interest and do not have an adverse impact with respect to job responsibilities at HSBC. HSI Supervisor and Compliance should be consulted in addition to review of Code of Ethics policy and Wealth Management policy for Outside Business Activity
Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in the US
Minimum of three years proven and progressive branch sales experience or equivalent, including evidence of strong sales results and knowledge of insurance and investment products for referral purposes

Licensed Relationship Banker Resume Examples & Samples

Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop
Accurately process all financial service transactions
Foundational knowledge of sales and service techniques with consumers and small businesses, including tele- consulting, outside calling, prospecting and networking
Demonstrated strong customer service skills - Excellent communication skills and ability to work in a team environment
Ability to work branch hours to include weekends and occasional evenings
FINRA Series 6 and 63 investment licenses*
Undergraduate degree in business related field
Possesses a general understanding of operations (risk, compliance, fraud, loss)
Working knowledge of Branch Teller Workstation
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank)

Relationship Banker / Teller Resume Examples & Samples

Actively participate in all areas of the bank, including teller transactions, new account openings, floor sales, operations and audit functions
Maintain audit / compliance procedures. Adhere to audit controls to consistently achieve satisfactory audit ratings
Maintain appropriate controls to protect the bank against fraudulent activity and losses. Ensure all branch personnel are trained in banking policies and procedures, federal and state laws
Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance
2 years previous related sales, retail or financial services experience
1-3 years previous management experience
Demonstrated ability to train, coach, and direct others
Demonstrated ability to market and sell products and services
Previous experience in a goal driven environment
Problem solving and conflict resolution skills
Must be able to work retail hours including evenings, weekends, and holidays

Bilingual Spanish Relationship Banker Resume Examples & Samples

Three years of management experience in a financial institution with emphasis in sales, Branch, and cross-selling of products and services
Ability to develop and maintain effective working relationships with branch managers, senior management and cross-division personnel
Ability to develop, implement and evaluate plans, products and programs applicable to the assigned area(s)
Customer-focused, goal-driven, achievement-minded
Demonstrated analytical, problem solving and conflict resolution skills
Demonstrated ability to manage, direct and achieve goals through others
Strong organizational and time management skills; ability to prioritize efforts
Demonstrated ability to coach, encourage, engage and further develop managers
Promotes a positive image of TCF
Possess basic computer skills
Demonstrated ability to effectively hire, train, and discipline employees
Demonstrated ability to present and articulate vision and goals; ability to promote overall mission, connecting day-to-day matters to overall strategy
Prior TCF Branch management work experience
Oversee branch managers within designated region

International Relationship Banker Resume Examples & Samples

Ensures development and preparation of effective proposals for presentation to existing and potential customers. Has primary responsibility for marketing presentations to professionals or company decision-makers
Provides coaching/training for Customer Service Representatives and Financial Service Consultants on sales/marketing techniques and product knowledge
Marketing skills
Planning and organizing

Relationship Banker Associate Resume Examples & Samples

High school diploma or GED required
Minimum 2 years of experience in customer service
Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act
General knowledge of Bank products and services
Must remain in good standing under the Safe Act

Senior.commercial Relationship Banker Resume Examples & Samples

Provide suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs
Requires a Bachelors degree in business, finance or other related field
5-7 years Commercial Middle Market banking experience
Portfolio management skills
Marketing and business development experience
A combination of education and experience may meet requirements. loan management experience
Extensive knowledge of bank products, credit, commercial lending and loan management techniques
Ability to expand loans, client relationships and bank products
Must have strong interpersonal, oral and written communication skills needed to create relationships with loan clients
Broad application of principles, theories, and concepts in applicable discipline

Senior Commercial Relationship Banker Resume Examples & Samples

Acquire, analyze and maintain client relationships
Develop and implement marketing plans for expanding business
Remain well versed in industrial, economic and financial situations relating to assigned clients
May be assigned specialized industry or market segments
Requires a Bachelors degree in business, finance or a related field and 2+ years commercial lending, loan management and bank sales experience. A combination of education and experience may meet requirements. 7+ years of experience preferred
Strong analytical and negotiation skills

International Relationship Banker, Senior Resume Examples & Samples

Supports business development goals through effective calling on existing and potential customers to identify business and personal needs of companies and its executives and employees
Originates consumer, small business (including SBA and Express Letters of Credit) and residential real estate loans by interviewing applicants and determining borrowing needs. Negotiates types of loans, terms and conditions within established guidelines. Ensures all loan documentation is accurately completed. Assists customers in signing loan documents and makes proper disclosures. May disburse loan proceeds
Establishes an effective calling program to interact with customers and prospects that reside in Pacific Rim countries to develop new business
Keeps abreast of economic and political factors within Pacific Rim countries that might impact the development of business relationships
Five years or more
Analytical and research

Commercial Relationship Banker Resume Examples & Samples

Identify, prospect and develop commercial banking customers throughout Austin and surrounding areas
Manage and grow commercial loan portfolio
Gather and analyze commercial loan data from borrowers to effectively present to commercial credit underwriters for consideration
Attend community events and become an active representative for the bank
Successfully produce and manage new loan production
Interact and build productive relationships with bank employees
Interact and build productive relationships with community business owners, company officers CPAs and key associations related to community and business development
Evaluate borrower financials to ensure loan applications are complete and viable
Grow commercial business accounts including deposits and other business services
Produce $5 million plus in new loan business
Successful track record producing and funding business loans from $1MM to $5MM and consistently producing $5 million plus per year
Bachelors' degree in Finance, Business or other related field

Relationship Banker Associate Resume Examples & Samples

High school diploma or GED required
Minimum 2 years of experience in customer service
Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.*General knowledge of Bank products and services
Good interpersonal, verbal and written communication skills
Ability to organize and prioritize work
Good problem solving skills
Must remain in good standing under the Safe Act

Retail Relationship Banker Resume Examples & Samples

Service staff
Business Banking
Mortgage Sales Team
BMO Harris Financial Advisors (BHFA)
Retail sales management
Private Bank

Commercial Relationship Banker Resume Examples & Samples

What you bring to the table
Bachelor’s degree in business, finance or a related field and 4+ years commercial lending, credit associated lending and bank sales experience. A combination of education and experience may meet requirements
Full use and application of standard lending principles, theories, concepts, and techniques

Retail Relationship Banker Resume Examples & Samples

Sales/Production
Develop, maintain and support the sale of banking products and services by generating and following up on leads. Works with prospective and existing customers to assess potential overall banking needs
Identify and sell or refer appropriate banking products based on strategic analysis of customer financial needs after conducting an in-depth customer needs assessment. Deliver clarity to customers by providing simplicity, guidance, and know-how. Provide transactional support to the Service Line as well as dual functionality as applicable
Accept coaching observation and performance feedback from Bank Manager, Mortgage & Premier colleagues, BMO Harris Financial Advisory (BHFA) colleagues, and Private Banking Representative to improve skills and performance
Generate new customer relationships by consistently applying the BMO Harris Bank Sales concept to all new/ prospective customers. Cultivate and strengthen current customer relationships by staying abreast of the customer’s needs; maintain a customer needs analysis and assesses the overall financial needs of the customer; follow up when appropriate to present products and services that will meet the customer’s overall financial goals
Meet or exceed current sales revenue goals and BMO Linkages goals by selling and cross-selling bank products and services to retail, mortgage, premier and small business customers that satisfy the financial needs and goals of the customer; refer qualified customer leads to BHFA, Mortgage, Premier, Business Banking, Private Banking, etc. in order to successfully fulfill BMO Linkages goals
Retail Relationship Banker may be required to create and execute individual mortgage sales plans and revenue goals. The Banker will analyze customer financial, credit data and other relevant information to evaluate level of risk as well as present viable financial alternatives and advice to customers. The Banker will receive customer applications, quote mortgage rates/points and complete necessary follow-up activities to acquire mortgage sales
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products
Conduct targeted sales calls (phone or in-person [with Bank Manager, when appropriate])
Work collaboratively with the Retail Team and all lines of business to improve the customer experience; inspire trust and motivate others, embrace opportunities for learning, partner with colleagues and share knowledge while embracing the BMO Harris Bank Customer Promise

Licensed Relationship Banker Mcminnville Resume Examples & Samples

Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients
Develops and maintains broad knowledge of products and services to appropriately support client needs
Ensures compliance with operational, security and audit procedures and policies. - Participates in and occasionally facilitates daily branch team meetings
Competes and maintenances electronic client profiles using KeyBank's technology such as the Client Experience (CE) Desktop
Maintains and calls on a client book of business
As needed, in limited circumstances, may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions, maintaining responsibility for a cash drawer and following proper balancing procedures
1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources
Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls
State Insurance License*

Retail Relationship Banker Resume Examples & Samples

Retail Sales Management
Excellent sales skill
Self-starter& assertive

Int, Relationship Banker Resume Examples & Samples

Supports business development goals through effective calling on existing and potential customers to identify business and personal needs of companies (including both executives and employees)
Works closely with Wealth Management, Treasury, Cash Management, International Trade and other major areas of the Bank to promote the sales and implementation of complex financial products and services. Provides assistance to customers with Foreign Exchange transactions by contacting the Treasury Department. Acts as liaison between customers and Treasury Department for the purchase of Euros or other investment products
Obtains and analyzes all necessary financial data and supporting documents on borrowers. Makes recommendations to underwriters/credit administration or any other appropriate lending authority
Develops and manages a portfolio of major customer relationships (retail and commercial) by providing consultative advice, products and services to meet customer needs. Responsible for increasing the number of major relationships and total profitability of assigned portfolio
Participates in community and business functions/groups to ensure a positive image for the Bank within the designated marketplace. Ensures compliance with CRA outreach programs
Compose letters/memorandums

Relationship Banker / Teller Resume Examples & Samples

Resilient attitude towards achieving challenging sales goals
Ability to confidently approach prospective TCF customers
Retail sales, cash handling, and customer contact experience

Relationship Banker, Senior, Denver Downtown Resume Examples & Samples

Manages assigned MMCRM portfolio, identifying opportunities to deepen and expand relationship
Assists less experienced Relationship Banker with more complex service or sales transactions
Excellent customer service skills that includes verbal and communication skills

Commercial Relationship Banker Resume Examples & Samples

Exhibit leadership and represent the bank while providing various commercial and small business loan products to business owners and company financial offiers
As a Senior Commercial Lender, develop, analyze and submit commercial loans for approval
Identify, prospect and develop commercial banking customers throughout the bay area California
Develop and implement a marketing plan to successfully capture new commercial loans and small business relationships
Gather and analyze commercial loan data from borrowers to effectively present to commercial credit underwriters for approval
Exhibit leadership as part of the commercial bank management team and mentor junior commercial bankers
Grow commercial loan accounts
5 plus years in a commercial lending, business banking or commercial relationship building role
Successful track record producing and funding business loans from $500k to $5MM

Licensed Relationship Banker Resume Examples & Samples

Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing). Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Desktop; documents activities by using the call report feature in the Desktop
Supports the branch in growing a profitable book of business to achieve individual and team goals. - Provides sales and service assistance to all clients. - Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction
Ensures compliance with operational, security and audit procedures and policies
Participates in and occasionally facilitates daily branch team meetings
Ability to interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals
Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) - Ability to work branch hours to include weekends and occasional evenings

Licensed Relationship Banker Resume Examples & Samples

As financial navigators for life, the Licensed Relationship Banker delivers solutions to make it easier for clients to achieve their financial goals. The Licensed Relationship Banker also provides sales and service support to the Retail branch team
Supports the branch in growing a profitable book of business to achieve individual and team goals
Provides sales and service assistance to all clients
Develops and maintains broad knowledge of products and services to appropriately support client needs. - Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction. - Ensures compliance with operational, security and audit procedures and policies

Retail Relationship Banker Machesney Park Resume Examples & Samples

Take full ownership of customer interactions from beginning to end, providing both sales and service support
Strong interpersonal and verbal/written communication skills
Strong organization skills

Licensed Relationship Banker Resume Examples & Samples

High School diploma required. College degree in business related field preferred
All internal applicants must meet minimum sales performance requirements
Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship
Ability to work branch hours, which may include weekends and some evenings
Business & financial acumen
Consultative selling
Forging client trust
Cross selling

Associate Licensed Relationship Banker Resume Examples & Samples

Sales and service experience required with a minimum of 2 years preferred
Ability to understand how to present features and benefits of products and services to customers with differing needs
A track record of working effectively in a team environment and building solid relationships
If selected, must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS

Retail Relationship Banker Resume Examples & Samples

Intradepartmental relationships
Build and maintain professional working relationships with all internal employees of BMO Harris Bank, including but not limited to Private Bank, BMO Harris Financial Advisor, Mortgage, Business Banking, Distribution, Customer Experience and Sales Integration (CESI) to ensure customer satisfaction is achieved
Reviews and evaluates all documentation submitted for referrals and/or processing to ensure completeness and accuracy in order to increase approval, transaction and turnaround times
Actively participates in team huddles and sales meetings to ensure that branch goals are achieved
Coach and partner with the Service Team to ensure desired number of qualified sales referrals is achieved; provide product update and just-in-time training during branch huddles

Retail Relationship Banker, Mooresville Resume Examples & Samples

1-3 years of banking experience or 1-3 years previous experience in a customer contact/sales position or equivalent required
Excellent sales skills
Ability to influence – asking for the business and closing the sale
Self-starter & assertive

Senior Commercial Relationship Banker Resume Examples & Samples

Requires a Bachelors degree in business, finance or a related field
6+ years commercial lending, loan management and bank sales experience
Loan management experience. Extensive knowledge of bank products, credit, commercial lending and loan management techniques

Commercial Relationship Banker Resume Examples & Samples

Acquiring, analyzing and maintaining client relationships
Soliciting the sale of additional products and services to meet client needs
Developing and implementing marketing plans for expanding business
Negotiating loan terms and conditions
MUST HAVE a Bachelor degree in business, finance or a related field
MUST HAVE at least 4+ years commercial lending, credit associated lending and bank sales experience
A combination of education and experience may meet requirements

Retail Relationship Banker El Dorado Tucson Branch Resume Examples & Samples

Retail product and marketing groups
Premier Bankers
Regional Operations Management

Retail Relationship Banker Resume Examples & Samples

The Banker will analyze customer financial, credit data and other relevant information to evaluate level of risk as well as present viable financial alternatives and advice to customers. The Banker will receive customer applications, quote mortgage rates/points and complete necessary follow-up activities to acquire mortgage sales
Initiate and maintain customer contact through a variety of methods, including, but not limited to face-to-face customer interaction (walk-in traffic), telemarketing and call night activity and community involvement (attending community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives). Meet or exceed all established activity goals (face to face appointments, voice to voice calls, etc.) to drive
Sales and referral results

Relationship Banker Cp-shops Resume Examples & Samples

Live the company values of Excellence and Do the Right Thing
Act as a Customer Advocate
Contribute to a customer- centric culture, continuous improvement, innovation and change
Take an active role in educating customers on other banking channels as well as sales and service offerings
Owns personal development to achieve job proficiency, meet performance goals and obtain internal Banker Certification
Meet set performance goals, demonstrate skills-based behaviors to achieve Banker Certification and Advanced Banker Certification status and recertify annually
Meets with prospects and customers as a result of outbound calling efforts, teller referrals and branch referrals in specialist areas including Investments, Small Business, and/or Mortgage to discuss and sell banking products
Proactively maximizes sales opportunities
Consistently uses needs-based assessment tools to analyze and determine customer needs
Recommends and sells appropriate solutions both in person and on the telephone or online
Maintains a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs
As requested, participates in, leads and mentors associates trainings and sales meetings
Creates customer awareness of alternative banking channels, such as digital capabilities, ATM, online and mobile banking
Leverages tools to incorporate customer offers in needs-based conversations
Actively contributes to branch team’s success
Deepen customer relationships
Creates a welcoming and warm environment in the branch by greeting customers and prospects in the lobby and on the phone; demonstrates genuine interest in the customer and in helping them meet their financial needs
Fulfills any of our customer’s servicing needs with the intent of enhancing customer retention and engagement
Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
High School Diploma, GED, equivalent certification, or military experience
At least 1 year of customer service experience
At least 1 year of Sales experience
Able to travel between branches in assigned local area
2 years sales experience in a banking environment or 2 years sales experience in a retail environment or 2 years experience in a hospitality role

Premier Relationship Banker Resume Examples & Samples

Being a Digital Expert; proactively guiding and supporting customers through the flexibility of digital service to ensure they have confidence in using their channels of choice, e.g. Barclays Mobile Banking, Pingit, On-Line Banking, Premier Rewards
Listening to customer’s needs and building relationships, making them aware of products that may be suitable for them
Proactively welcoming customers to a regional portfolio of Premier Core accounts via outbound calling the regional portfolio in line with the contact strategy to deliver strong relationships with your customers (those customers who have 75k income and/or over 100k assets)
Understanding the customers query, looking at the situation from different angles to offer the best solution
Reactively managing via inbound calls, collaboratively with a group of other Premier Relationship Bankers
A genuine passion for delivering excellent experiences to customers with high expectations of our services
Excellent communication and influencing skills, and a collaborative, team-based approach to work
A proven record of creative problem solving, and the confidence to take the initiative to permanently resolve potential issues
Application (30mins): On your application we'll ask for information like your contact details, education and work experience. You’ll also be required to upload a CV, so it's a good idea to have it ready

Relationship Banker West Brighton Resume Examples & Samples

Engage and attend weekly partnership meetings and joint calls with Branch partners Source new customers through prospecting by making outbound phone calls, referrals from centers-of-influence, in-Branch activities as well as partners
Acquire new customers and deepen relationships with existing customers utilizing the Explore process Identify and recommend appropriate product and service solutions to meet all banking and borrowing needs of prospects and customers
Responsible for growing the profitability, deepening relationships and retention within existing customer base through outbound calling activities, networking and in-person appointments
License/Certificates: Series 6, 63, and Life and Health
Management Scope: Individual Contributor
Bilingual Spanish Language Skills strongly preferred

Senior Commercial Relationship Banker Resume Examples & Samples

Maximize business development opportunities with prospects and current customers; markets and provides counsel on the Bank's credit and cash management products and services
Collects application documents, works with the credit analysts to assess client's financial condition; determines credit risk and makes loan structuring and underwriting decisions within approval authority or seeks appropriate joined approval authority; coordinates closing and the completion and review of final documents
Serves as Relationship Manager by providing ongoing customer service support and guidance to existing and new Business Banking clients and client decision makers; maintains up-to-date client files, manages renewals, and processes servicing requests such as collecting past due payments, exception clearing, responding to information inquiries and facilitating transfer and draw requests
Maintains current and in depth knowledge on banking and lending products, policies, procedures and regulatory requirements, as well as market and industry activities and trends
Represents and promotes the Bank in a positive manner through active involvement in professional and community activities and service projects
Assists Branch as needed with wires or check approvals and performs other job related duties or special projects as assigned
Strong sales, negotiating and implementation skills and the ability to effectively promote all bank products and services
Proven credit underwriting skills
Strong organizational skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines
5 years of Relationship Management experience
Bank portfolio management experience preferred including proficient knowledge of cash/treasury management products and services

Small Business Relationship Banker Resume Examples & Samples

Achieves individual annual production and growth goals for small business loans and deposits to ensure the bank meets its overall financial targets and conforms to credit terms
Initiates and develops new business through outside business development activities. Ensures ongoing contact with new clients to enhance client’s initial experience with Umpqua Bank
Develops and maintains revenue-generating client relationships by calling on prospective or existing customers, including identification of prospects, suitable method of contact, and determination of their needs and appropriate products or services
Develop a comprehensive understanding of client’s needs, based on the review and analysis of personal and small business financial data gathered through relationship reviews and personal meetings. Participates in ongoing relationship reviews with all clients
Actively participate in community organizations to maximize networking and source business development opportunities and demonstrates Umpqua’s commitment to the local community
Develop and maintain an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Proactively promotes and cross-markets bank products and services, and keeps client informed of special promotions
Partner consistently with other internal business partners to uncover opportunities to deepen the client relationship
Provides integrated delivery of financial services and products, including customized lending, treasury management, investment management, etc
Bachelor’s degree, or equivalent education/experience, preferred
Notary certification, preferred
3-5 years of relevant small business lending experience or equivalent, required
Advanced knowledge of small business lending policies, procedures, practices and documentation
Demonstrate excellent written and verbal communication and presentation skills
Ability to train and present to small and large audiences
Knowledge working with structuring credit products for small businesses in diverse industries
Proficient with personal computers and related software packages such as Word and Excel

Branch Relationship Banker, Float Resume Examples & Samples

Three or more years of successful investment sales experience and the desire to work in a fast-paced, goal and commission based environment required
Series 7 before hire (S63 also if state requirement)
Ability to make professional sales presentations and be able to build credibility with Huntington's client base

Premier Relationship Banker Resume Examples & Samples

Being responsible for managing a portfolio of new Premier customers and introducing them to the Premier proposition in a way that creates a culture of trust and market leading
Welcoming our new Premier customers to the Barclays Premier Banking experience, provide them with excellent customer service from the start of their relationship and work to establish a solid relationship for the future
Continuously working to ensure your customers feel valued and know they can easily contact you or any member of your regional virtual team
Acting as a digital expert for your customers, ensuring they have the confidence to use their banking channel of choice
Working collaboratively with other Telephony and Premier Banking colleagues to deliver a great customer experience, creating and providing solutions for our Premier Core customers that balance their short-term and long-term needs
The confidence to challenge and improve our current systems and processes
Excellent problem-solving skills

Relationship Banker Cp-shops Resume Examples & Samples

Contribute to a customer-centric culture, continuous improvement, innovation and change
Actively contributes to team’s success
Own personal development and achievement of required responsibilities and skills-based behaviors to obtain Relationship Banker Certification status; and recertify annually
Consistently use needs-based assessment tools to analyze and determine customer needs
Meet with prospects and customers as a result of needs-based conversations in-branch and from other lines of business
Leverage tools to recommend appropriate solutions in person, on the telephone or via other channels
Maintain a working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs
Take an active role in educating customers on other banking channels as well as other products and services
Fulfill any of our customer’s servicing needs with the intent of enhancing customer retention and engagement
Ensure all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
At least 1 year of Customer Service experience or at least 1 year of Sales experience
2+ years Sales experience

Branch Relationship Banker Resume Examples & Samples

3-5 years in Corporate Tax
Bachelor's Degree in Accounting
Strong Corporate tax return experience
Familiarity with tax compliance systems
Proficiency in basic Microsoft Suite (Excel, Word, etc.)
Fast paced and detail oriented
Ability to prioritize and simultaneously handle deadlines, ad hoc requests, and regular deliverables
Strong interpersonal skills and ability to communicate effectively across all levels of the organization

Associate Licensed Relationship Banker Resume Examples & Samples

Seeking and acting on feedback
Personal accountability
Investment products
Customer needs assessment

Branch Relationship Banker Resume Examples & Samples

Welcoming customers to Huntington and establishing professional relationships with them
HS Diploma or GED
1 year experience working with customers
A Bachelor's Degree in a business related field is preferred, but not required
Comfort with technology such as mobile services and online banking services, a plus

Branch Relationship Banker Resume Examples & Samples

Consistently developing business through a calling program while also servicing walk in customers
Developing key business and community relationships by being active in the community
Accurately and efficiently assist on an as needed basis customer transactions while providing exemplary customer service
3 years customer service and sales banking, financial services or goal driven retail sales
2 years of retail banking sales experience with an emphasis on business lending and business sales experience
FINRA Series 6, 63 and life and health licenses and

Branch Relationship Banker Float Resume Examples & Samples

State Life and Health before hire
Proven organizational skills and ability to work successfully, independently, and proactively in a team environment required
PC and internet proficiency

Senior Customer Service Advisor Premier Relationship Banker Resume Examples & Samples

You will welcome our new Premier customers to the Barclays Premier Banking experience, provide them with excellent customer service from the start of their relationship and work to establish a solid relationship for the future
You will continuously work to ensure your customers feel valued and know they can easily contact you or any member of your regional virtual team
Act as a digital expert for your customers, ensuring they have the confidence to use their banking channel of choice
A genuine interest in the customer by being customer centric in your approach to all your customer interactions
The ability to build strong relationships with customers via virtual channels such as video, chat and social

Branch Relationship Banker, Licensed Resume Examples & Samples

Being proficient in understanding and educating customers on consumer deposit products and consumer lending
1 year consumer and business deposit products & lending knowledge or,
1 year of Business to Business sales experience

Middle Market Relationship Banker Resume Examples & Samples

Build and maintain effective and influential relationships at senior levels within client organizations
Develop and implement strategies to provide high quality, creative and integrated services to clients
Lead and/or participate in new business development initiatives targeting existing and prospective clients organizations
Provide a high level of creative, if not innovative, technical expertise to colleagues and clients
Serve as the overall subject matter expert and business consultant for clients and prospects, using the wealth of services provided by the bank as well as leveraging the Corporate Relationship Manager's experience
Develop an individual business plan, consistent with the bank's plan, to target companies within the target segment
Execute the business plan by making calls, seeking referrals and developing influential relationships within the market
Identify customers banking needs and matching bank products and services. Structures and proposes credits and services to the customer
Negotiates, within broad guidelines, credit pricing, terms and structures
Attains minimum annual production goals: Developing $15 - $20 million in loan production, capturing $5 million in deposits, and generating $225K in Fee income
Facilitates resolution of credit approval process
Manage and expand existing portfolio by overseeing credit renewals, resolving problems and cross-selling other products with the assistance of product specialists and junior officers
Comprehensive knowledge of bank loan, depository and treasury products, services and credit standards, trends in commercial banking pricing and products
Exhibit effective sales and customer service practices and have a firm grasp on relevant commercial lending regulations and accepted practices
Bachelor's degree and formal credit and/or commercial loan training
8 to 10 years' experience in commercial lending and bank relationship development

Personal Relationship Banker Resume Examples & Samples

Develop strategies to grow the customer base and implement appropriate sales plans to target prospective customers and to build external business development opportunities
Execute integrated sales, relationship, and credit strategies that are aligned with the branch's and banks plan
Transform service transactions into sales opportunities according to customer need. Provide value and advice to help our customers succeed financially and achieve deep lifetime relationships. Meet all customer needs and strive to be their primary financial services company
Deploy all Step-Up, routines to maximize sales and service delivery including, conducting outbound calling activities, LMS calls, and completing client profile worksheet
Execute all routines and meet all scorecard goals
Cultivate partnerships with key business partners to drive sales and ensure that all customer needs are met
Establish and maintain key relationships and business contacts within the community and targeted industry segments and strategic initiatives to create opportunities for growth
Achieve PRB production goals by expanding existing relationships and acquiring new consumer business, utilizing effective calling techniques and leveraging all bank products and services
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Participate proactively in all huddles, Friday sales meetings, branch communications and meetings
Create a warm, welcoming and friendly environment for customers and employees
Foster teamwork in the branch to ensure a positive overall customer experience
Demonstrate positive, can-do attitude and Hancock Hospitality customer philosophy
Support sales/service activities within the Branch by participating in seminars, marketing events, promotional campaigns, product initiatives, etc
Refer opportunities to appropriate business partners when applicable
Provide ongoing coaching to Tellers and other FSA’s within the branch to effectively identify referral opportunities
Partner with Tellers to create a seamless referral process
Proactively educate customers on utilizing available access channels (i.e. ATM, Online and Telephone Banking)
Resolve customer complaints/issues promptly and effectively. Take responsibility for all customer complaints and problems until resolved
Completes branch regulatory compliance through computer-based training modules and other Hancock University efforts/classes
Participates in Branch Disaster Recovery Planning including all facets of pre and post-disaster events
Attends or provides employee training to improve efficiency and ensure conformance to standard procedures and practices Attends meetings conducted by Branch Manager, RA Manager, or Division Manager to stay informed
Handles in-branch operational customer complaints from inception to resolution
Establishes and maintains contact with banking-related industries such as insurance, real estate, and securities
Serves as an authorized signer on official checks
Demonstrates professionalism to include demeanor, dress, and station orderliness Binder and Portfolio Management Active Management of the Mass Affluent binder of assigned number of client accounts, to include
Retaining and expanding banking relationships with clients by profiling and tailoring financial solutions to satisfy client needs in order to meet established individual and team goals
Making proactive outbound calls to Mass Affluent consumer relationships within PRB binder. Deposits
Actively manage WebOD process while adhering to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
Ensure that the proposed products and services maximize the client’s needs, goals and objectives Loans
Monitor loan portfolio, address and resolve issues to maintain quality of credits
Actively maintain loan portfolio of consumer and small business loans as assigned
Actively monitor past due payments through the life of a loan, including working with the borrower to resolve any addressable issues
Actively monitor maturing loans for up sell or cross sale opportunities
Required – High school diploma or general education degree (GED) Preferred – Bachelor’s degree (preferably in Business)
At least 4 years of retail banking experience is required
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment
General knowledge corporate standards for regulatory compliance, lending and risk management policies and internal financial and operational controls for all activities related to the company’s small business banking portfolio
Ability to effectively make productive outside sales calls necessary to grow the company’s small business banking portfolio
Ability to demonstrate analytical skills to develop proposals implement strategic and tactical strategies and develop policy/procedures
General knowledge of company’s multiple operating areas
Displays orientation to profitability
Demonstrates knowledge of market and competition
Is a self-starter with strong organizational skills
Ability to formulate sound conclusions and recommend optimal course of action based on analysis
Ability to operate related equipment to perform the essential job functions
Ability to travel if required to perform the essential job functions Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement

Premier Relationship Banker Resume Examples & Samples

Proactively welcome customers to a regional portfolio of Premier Core accounts via outbound calling (those customers who have 75k income and/or over 100k assets)
Reactively manage via inbound calls, collaboratively with a group of other Premier Relationship Bankers, the regional portfolio in line with the contact strategy to deliver strong relationships with your customers
Assist with reviews of the regional portfolio on a regular basis and manage customer transfers into, and out of, the portfolio as appropriate
Use the insight that the Contact Tool provides to effectively differentiate contact and have your customers feel that every conversation is valuable, as it is tailored to their needs. Always be professional and appropriately friendly. Build trust and tell your customer your name and what you will/can do for them
Be viewed as a Trusted Premier Relationship Banker by establishing and developing opportunities to meet customers’ needs, introducing and working in conjunction with the branch teams and other telephony colleagues. You can book a face-to-face appointment for your customer in a local branch if needed
Understands customers’ journeys and life events to reactively support customer moments
Commercially aware – demonstrates knowledge of current market/industry
Proactively seeks to strengthen the relationship with every interaction
Takes initiative to resolve issues
Able to demonstrate understanding of contact strategy and effective management of a portfolio of customers
An understanding of the Premier proposition, its relevance to into the wider branch offering and the UK economic market

Senior Relationship Banker Resume Examples & Samples

Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation and to resolve related customer issues. Makes face to face sales calls to the local community businesses. When appropriate, refer sales opportunity to Loan by Phone area. Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products in accordance with established profile action plan. Proactively contact and consult with clients on a regular basis to update the Needs Assessment information and to educate clients on changes in the financial industry that would affect them and the products and services they currently use
20% - Customer Service
Perform other duties as may be assigned. This may include providing work guidance to lower level sales staff when assigned

Licensed Relationship Banker Resume Examples & Samples

Meet and exceed sales and referral goals by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist (branch team, FC, and MLO) to serve the customer's banking, mortgage and investment needs. This may include participation in 'Call Nights'
Process Transactions/Customer Service. Greet customers and ask questions to determine their needs. Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines. Assist with customer questions and/or issues relating to their accounts. Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction
Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures of the branch. May also include ATM and vault balancing, opening and closing procedures of the branch, etc. Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems

HOA Relationship Banker Resume Examples & Samples

Performs a variety of customer support activities including opening and closing corporate and agent related accounts, processes NSF and overdraft alerts, holds and stop payments, processing general ledger entries, non-posts, adjustments, ACH returns, large item review, electronic A/R file research, CIP and audit controls, callback, bank account reconciliation, and Corporate Online Banking set-up. Also performs account analysis regarding service charges, average daily balances, account performance and growth, etc
Provides clients with post implementation and training support. Assists in special projects and tasks such as Internet Banking conversions. Troubleshoots hardware/software problems related to check scanner, remote deposit and Treasury Management products and functions
Makes decisions regarding the satisfaction of audit requirements when opening new accounts; assesses compliance of audit regulation; verify documentation for CIP certification approval
Monitors and responds to daily account receivable files generated by Lockbox team. Researches and resolves adjustment items created by missing items, extra items, encoding errors, listing errors, misreads, etc., originating from a variety of areas
Works closely with the Business Development Officers to ensure that all client questions/issues are resolved in a timely and satisfactory manner
High school degree and two (2) or more years of retail banking and/or banking center experience (i.e., teller, New Accounts, Supervisor, Operations Support)
Intermediate to advanced skills in computer operation including word processing, spreadsheet and account opening software programs (e.g., Microsoft Word and Excel, Outlook, etc.)
Effective oral, written and interpersonal communication skills
Self-starter with proven ability to work independently
Basic to intermediate knowledge in all facets of the Bank’s deposit and treasury management products and services

Senior Relationship Banker, Palo Alto Main Resume Examples & Samples

Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services
If assigned, responsible for managing and maintaining the Priority Banking Portfolio. Responsible for business development to the community's "center of influence", including clients such as CPAs and other local professionals. Conduct monthly in-house products/services seminars for branch employees and coordinate seminars for bank clients. Perform the Merchandising and Marketing activities as required including functions such as: leadership support in promotional campaigns; product/service training sessions; lobby merchandising materials display. Attend civic, cultural and community events to maintain communication links and to promote the Bank and its services
Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality

Senior Relationship Banker, La Cumbre Resume Examples & Samples

Excellent organization and time management skills with attention to detail
Strong computer skills specifically with Microsoft Office (Excel, PowerPoint, Word) and other standard banking software
Requires completion of all basic branch banking sales training classes

Branch Relationship Banker Resume Examples & Samples

0-1 year work experience
1 year of experience in a high volume industry directly working with Credit loan quality or analysis preferred
Bachelor's degree in Finance or Business Administration is preferred
Experience in the finance or banking industry is preferred
Demonstrated confidence, assertiveness, professionalism, ability to interact with all levels, and ability to sell Huntington and its services
Proficiency using Microsoft Word and Excel is required
Demonstrate your ability to analyze financial data and narrative information quickly and thoroughly

Branch Relationship Banker Resume Examples & Samples

Develops new and expands internal and external referral sources to grow mortgage business
Using consultative selling techniques, advises clients on mortgage loan options and other financial products
Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting
Responsible for maintaining client relationships
Advises customers on the completion of loan applications
One or more years of mortgage loan origination experience
NMLS license
Proven history of growing a book of business, not just managing a pipeline
Knowledge of mortgage loan products (conventional, FHA/VA, construction lending and portfolio programs)
Knowledge of mortgage procedures, documentation, and underwriting guidelines
Demonstrated ability to identify opportunities to cross-sell financial products and services
PC & Internet skills

FC Relationship Banker Resume Examples & Samples

Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isnt available, conduct over the counter transactions for service needs (e.g cashiers checks, safe deposit entry, etc.)
Identify and route preferred and small business client needs to the Relationship Manager and or FSA as appropriate for all sales, service and specialized needs
Ensure the customers needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g consumer banking, small business, mortgage and investment needs)

Senior Commercial Relationship Banker Resume Examples & Samples

MUST have a Bachelors degree in business, finance or a related field
MUST have at least 5 years commercial lending, loan management and bank sales experience
A combination of education and experience may meet requirements. 7+ years of experience preferred
MUST have Commercial Credit Loan management experience

Branch Relationship Banker Resume Examples & Samples

Updates collection files and completes all necessary paperwork
Negotiates payment plans protecting the Bank's interest and completes decision-making process
Locates customers via skip tracing and Lexis/Nexis
Recommends action regarding repossessions, bankruptcies, and/or foreclosures
Arranges for appropriate Bank and/or legal action based on account analysis as deemed by manager
1 year of customer service in a high volume retail or call center environment required
6 months experience as a Collector preferred
Must have strong negotiation skills and ability
Working knowledge of consumer and collection law is desired
Must be goal oriented and self-motivated
Knowledge of CACS, RMS and HOGAN systems helpful
Experience using computers

Branch Relationship Banker Resume Examples & Samples

Leading all facets of sales, service and operations of a district of branches, including Smart, Spoke, Traditional and In-Store branches within a defined geographic area
Directing Branch Manager colleagues generally not to exceed 15
Driving daily sales process, leading teams to achieve sales targets, acquiring new consumer and business customers, initiating referrals to partners, and deepening all existing customer relationships
Working to improve the sales, service and operational skills and behaviors of colleagues
Participating in joint calling with colleagues and partners
Acting as a Senior Optimal Customer Relationship (OCR) Leader to deepen relationships and building key internal partnerships pursuant to OCR guidelines for the branch market area
Leading teams to provide excellent customer service and effectively resolving customer issues
Leveraging available tools and technology to drive sales and service
Maintaining knowledge and educating teams on all products, services, technology and policies
Developing key internal partnerships to drive business in market area. Actively overseeing the recruitment/hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture
Overseeing the strategic development and implementation of business and sales plans, one on one plans, sales calls, focus calls, onboarding process for new managers, mentoring, coaching, and pipeline management ensuring all sales targets/goals are met
Responsible for acquiring and properly allocating resources necessary to support the team/ market
Maintaining knowledge and educating teams on all products, services, technology, and bank policies
Developing and fostering strong community relationships
Understanding branch sales, service, operations and financial performance
Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation
Bachelor's degree or High School diploma with the equivalent of 10+ years of progressive sales management experience
Minimum of 7 years of Retail Banking sales experience with an emphasis on consumer and business development
Minimum of 7 years of sales management experience
Career minded individuals that want to join an organization where they can gain experience and build a career

Small Business Relationship Banker Resume Examples & Samples

Engages current and potential consumer & business customers to gain an understanding of their unique financial needs and recommends and opens appropriate products and services to meet those needs while delivering a positive customer experience
Demonstrates a comprehensive understanding of both consumer and small business products and services and seeks cross sell opportunities to enhance and deepen customer relationships
Actively participates in branch sales and marketing activities embodying our customer commitments to accountability, community, innovation and accessibility
Sets consumer and small business prospect meetings at initial contact or through proactive follow-up calls
Conducts outbound calls to business & consumer customers and prospects to service existing small business customers
Schedules and conducts face-to-face sales appointments and participates in sales calls to achieve personal consumer and small business sales goals
Ensures all compliance related activities are successfully completed. Completes required training and continuing education to maintain Small Business Representative certification. Completes required administrative tasks
Displays leadership qualities in sales and service. Acts as a peer resource to assist with colleague development. Participates in skill building and coaching sessions
2+ years sales and services experience preferably in a retail environment
Exercises strong decision making abilities and problem solving skills
Proven sales ability
Ability to evidence a proven sales track record with current or recent employer
Previous experience with small business customers preferred

Branch Relationship Banker, Registered Resume Examples & Samples

Proactively driving sales through walk-in customers, pre-set appointments, referrals from customers and other branch colleagues and partners
Providing excellent customer service and effectively resolving customer issues
2 years customer service and sales in banking, financial services or goal driven retail sales
Career minded individuals that want to join an organization where they can gain experience and build a career. Huntington provides career paths and development plans to get you where you want to go

100

Branch Relationship Banker Iv-registered Resume Examples & Samples

Proactively driving sales through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, referrals from customers and other partners
Educating both consumer and business customers on leveraging technology in order to drive sales and service
Maintaining knowledge of all products, services, technology and policies to provide the best service to customers
FINRA Series 6, 63 and life and health licenses
Strong comfort level with technology such as mobile services and online banking services is a plus

101

Relationship Banker, Cascade Resume Examples & Samples

Accurately performs daily transactional activities for desk, drive thru and courier bag customers including processing of deposits and withdrawals, cashing checks, processing wire transfers, verifies transaction information requirements and performs defined account maintenance activities
Accurately balances cash drawer at the end of the day
Correctly balances ATM transactions
May serve as vault teller
May promote and originate a variety of secured and unsecured consumer loan products and related services including but not limited to auto, motorcycle and ATV, RV and boat; may originate, QHR, HELOC, lot and land, and bridge loans
Promote business expansion by regularly soliciting existing customers for expanded business and referrals and prospecting new customer relationships through outreach calls and attendance at community and networking events
Maintain knowledge of Old National's products and services and refer products/services offered through various business partners (e.g., retail loans, Insurance, Investments, Wealth Management, Mortgage, Cash Management, Merchant Processing, Commercial Banking, etc.)
Service customer needs and inquiries including, but not limited to, issuing counter checks, performing account maintenance changes, redeeming savings bonds, issuing/activating ATM cards, performing money transfers, providing access to safe deposit boxes, ordering checks, receiving loan payments, and selling/buying foreign currency, etc
Attend branch sales meetings, participate in various sales contests and marketing campaigns, sales blitzes, and other activities intended to grow the business
Builds new customer relationships through voice, written and personal contact channels
Proactive management of existing customer relationships
High School diploma or GED Equivalent, Associate Degree in a business related field a plus
2 - 3 years customer service and/or sales experience in banking, retail, or related industry
The ability to add, subtract, multiply, divide and work with percentages is required
Previous cash handling and/or retail sales experience
Demonstrated ability to establish rapport, uncover needs, relate benefits to product features, handle objections and close sale
Possesses thorough knowledge of deposit and consumer Loan procedures
Licenses/Certifications: Must obtain Credit Insurance License; Relationship Banker’s who make real estate secured loans must be eligible to register with the National Mortgage Licensing System and Registry (NMLS.)
Old National/Ivy Tech certificate or post-secondary business courses are valued

102

Retail Associate Licensed Relationship Banker Resume Examples & Samples

High School degree required; College degree in a business related field preferred
Exceptional listening and communication skills; ability to present features and benefits of products and services to customers with differing needs
A track record of working effectively in a team environment and building solid relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively

103

Senior Registered Relationship Banker Resume Examples & Samples

Proactively work existing book of branch clients. Educate branch staff on products, prospecting techniques, and referral skills
Set appointments. Hold joint appointments with FC
Attend all training and complete within designated time frames
Maintain a strong understanding of products and services offered
Be available to assist walk in clients with their I & I needs
Look for opportunities to help customers with investment needs while handling other needs
Work very closely with FC, during designated times in the branch
Meet and exceed sales goals by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs
Ensure the customer's needs are met by partnering with the appropriate specialist (FC and MLO) to serve the customer's mortgage and investment needs
Conduct proactive outbound phone calls, conduct Flagstar@Work events, actively participate in community events, and help to lead call night activities for the market to help drive loans and investments
Responsible to establish and maintain referral sources and COI (centers of influence) that would drive business
Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures of the branch. May also include ATM and vault balancing, opening and closing procedures of the branch, etc
Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems
Process Transactions/Customer Service. Greet customers and ask questions to determine their needs
Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines
Assist with customer questions and/or issues relating to their accounts

104

Relationship Banker, Downtown Boston Area Resume Examples & Samples

Why does this language keep getting recirculated? Responsible for growing the profitability, deepening relationships and retention within existing customer base through outbound initiatives , networking and in-person appointments
A minimum of 1 year of customer service experience
Why does this language keep getting circulated?
Ability to service and transition to appropriate business partners for execution
Excellent consultative skills, client prospecting and development, customer retention and needs analysis skills

105

Retail Relationship Banker Resume Examples & Samples

Collaborate with branch colleagues and partners to support and refer customers with more complex financial needs
Career growth opportunities in Retail, Business Banking or Wealth Management, including, but not limited to, Small Business Relationship Banker, Licensed Relationship Banker and Branch Manager based on success in this front-line role
Collaborative workforce committed to supporting your ideas and feedback and accelerating your potential
Team atmosphere of diverse professionals committed to making an impact as an organization
Exceptional benefits such as Medical & Dental, along with a 401K with corporate match

106

Associate Licenced Relationship Banker Resume Examples & Samples

Minimum 2 years sales and customer service experience required
All applicants must possess an active Life/Health Insurance License and Series 6 & 63 licenses. Licenses are required to discuss and sell investment or insurance products with potential or existing customers
Ability to effectively engage with customers and identify needs to enhance the customer relationship

107

C &, Relationship Banker Resume Examples & Samples

Origination, analysis and structuring C & I loan transactions
Advise capital structure of new credit and capital markets opportunities
7 plus years experience building commercial banking relationships in Houston
Proven track record of producing annual loan volume of $20 million plus
Formal Credit training
Bachelors Degree in Finance or busineess related field

108

Rtl Relationship Banker Resume Examples & Samples

Leverage problem-solving and strong communication skills to resolve customer issues
Be the face of Citizens Bank, presenting a professional, friendly and helpful appearance with every interaction
Strong recognition and incentive programs based on your achievements
Opportunities to volunteer and give back to our local communities

109

Instore Relationship Banker Resume Examples & Samples

Work closely with new and existing customers to understand their financial needs and deepen relationships
Provide recommendations and assist customers with a wide-array of financial solutions to satisfy their spending, saving and borrowing needs
Open new accounts and assist with teller transactions as needed
Ensure compliance with all financial policies, procedures and regulatory requirements
Achieve outstanding performance by providing superior relationship banking and customer service
Training, strategies and tools to support your personal growth and the development of strong customer relationships
2 years of sales and customer service experience
Minimum of 1 year cash handling experience preferred
Self-motivated, confident, and ability to multitask effectively

110

Senior Commercial Relationship Banker Resume Examples & Samples

Providing suitable credit, deposit or other banking services as well as counsel and advice to best meet client needs
Analyzing risks and profitability of an assigned client base to ensure ongoing profitability and conformity with credit terms
Remaining well versed in industrial, economic and financial situations relating to assigned clients
Must have solid interpersonal, oral and written communication skills needed to create relationships with loan clients
Solid analytical and negotiation skills

111

Relationship Banker Buckhead BR Consum Resume Examples & Samples

Responsible for opening checking accounts, savings accounts, and provides all other deposit product services at the customer’s request. Looks for products/services to benefit customers & actively informs/sells these benefits/products to clients. Profiles customers to identify needs, follow through and close the sale
Responsible for supporting the teller line to keep the customer lines to a minimum and exhibit quality customer service (performs processing of financial transactions as needed)
Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships
Participate in client/prospect calling activities during special deposit/loan campaigns
Assist in conducting and/or participate in meetings to enhance knowledge of sales initiatives/processes, bank products, operational processes and “exceptional” customer service delivery
Take loan applications for personal/retail consumer needs as required
Assist with dual control vault responsibilities and assists with audit controls
Assist branch management with ‘on the job training” of new employees
All other job related duties as assigned
2-5 years of experience as a Teller or Universal banker

112

Pk-relationship Banker Float Resume Examples & Samples

Able to work independently and as part of a group to maximize the customer engagement and sales opportunities
Creativity and ability to adapt approach to different situations as needed
Bachelor’s degree or 2-4 years of successful experience in a sales and service environment such as retail, hospitality or financial services

113

PK Relationship Banker Resume Examples & Samples

Possess an outgoing, team oriented sales personality with outstanding verbal, written and interpersonal communication skills
Strong attention to detail and ability to multi-task and balance multiple priorities
Understands and adheres to all security, compliance and retail banking policies and procedures

114

Int, Relationship Banker, Senior Cerritos Resume Examples & Samples

May act as a lead for employees performing similar duties
Complete knowledge of financial products and services used by commercial and retail customers with an emphasis on Asian owned and operated companies (including both executives and employees). Demonstrated sales and portfolio management ability. Good understanding of issues related to economic, political and business practices in Pacific Rim countries
Coordinate meetings
Perform math and analysis
Written and verbal communication

115

Hiring for Small Business Relationship Banker Resume Examples & Samples

Ability to problem solve and provide solutions to business customer issues
Desire to build strong relationships with teammates, business partners and specialists through collaboration
If selected, candidates must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS)

116

Best Bank Regional Relationship Banker Resume Examples & Samples

The following personality traits to be successful in our culture: Respectful, Trustworthy, Approachable, Innovative, and Passionate
Strong commitment to customer service with excellent verbal/written communication and a confident, self-starter with strong negotiation skills
This individual is required to have dependable transportation with a valid driver’s license, if driving a vehicle, to commute from branch to branch as necessary, as well as the ability to work a flexible schedule and hours including nights, weekends, and holidays (the bank is closed most major holidays)
Previous Best Bank employee with FIS experience

117

Senior Relationship Banker Resume Examples & Samples

Responsible for supporting the teller line to keep the lines to a minimum and exhibit quality customer service (performs processing of financial transactions if needed)
Cross-sells and makes referrals to bank partners to generate new business and deepen existing customer relationships
Participates in client/prospect calling activities during special deposit/loan campaigns
Actively calls on potential clients, develops a call/referral plan to generate new business
Assists in conducting meetings to promote sales, product knowledge and customer service. Assists Branch Manager with training personnel
Responsible for taking loan applications for personal/retail consumer needs as required
Assists with dual control vault responsibilities and assists with audit controls
Prepares basic business loans for underwriting
Maintains authority to approve overdrafts and waive or charge fees and assists Branch Manager in monitoring the daily transactions of NSF’s and overdrafts
Acts on behalf of the Assistant Branch Manager or Branch Manager (their direct boss) in their absence

118

Relationship Banker, Cherry Hill Resume Examples & Samples

Source new customers through prospecting by making outbound phone calls, referrals from centers-of-influence, in-Branch activities as well as partners
A minimum of 1 year experience selling products and/or services in an incentive based environment
Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach
Strong financial and business acumen; Strong organizational and time management skills

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