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0-5 years of experience
Provided full range of banking, investment and insurance services to client base
- Consistently exceeded monthly and quarterly sales objectives
- Top performer in the coastal region in investment revenue
- Maximized the depth of the client relationship by partnering with lending, insurance and merchant service specialists
- Created strategies to strengthen client retention and expand wealth management portfolio
- Managed client accounts and provided personalized financial counseling
0-5 years of experience
Responsible for profiling, informing, and selling all bank products, exceeding branch goals of 20 new accounts monthly with a total of 30 new accounts.
- Coached team of tellers to support new customer referrals for the bank.
- Executed operational activities such as international and domestic wires, issuing debit cards, application of credit cards, and sales of business banking products including merchant services.
- Assisted customers (about 20 per day) in on-line bill pay questions, and debit disputes.
- Maintained strict compliance with company standards.
0-5 years of experience
Determined customers’ financial services and needs in order to present a suitable product
- Acquired, retained and managed relationships with consumer and business clients
- Generated growth in balances through the sale of marketing, promoting and referring products and services
- Completed and exceeded monthly goals contributing to the firm objectives
- Maintained a portfolio of new and existing clients to discover their financial needs and provide the best product and recommendations
- Reached out to clients and proactively meet with face to face and over the phone on a daily basis
- Partnered with our specialist by referral to help ensure our clients gained access to experts that can help them with specialized financial needs
0-5 years of experience
Opened accounts for new and existing clients, established bank relationships with these clients resulting in over $20MM of commercial and consumer deposits, and $3MM in consumer loans.
- Spearheaded morning huddles that directly impacted the sales and service results of the branch. Specifically targeting our Key Performance Imperatives (KPIs).
- Cultivated relationships in the community as well as internal partnerships with my Business Banker, Financial Advisor, and Mortgage Specialist.
- Responsible for training newly hired personnel on both the company sales culture and system navigation.
- Maintained operational integrity of the district’s highest volume branch.
- Ranked 2nd in the district in sales acquisition in 2012.
0-5 years of experience
Acquired, retained, deepened, and managed customer relationships both new and existing.
- Generated 500k-1 million in balance growth each month through sales, marketing, promotion, and referral of products.
- Met and exceeded sales objectives set both at branch level and district level.
- Responsible for meeting with at least 20 customers a day and having minimum 3 preset appointments a day.
- Worked closely with loan officers, business bankers, and financial advisors to increase sales and also to make sure customers needs were met.
- Managed 250+ pre-assigned customers and responsible for developing relationships while increasing deposits they held with us.
0-5 years of experience
Transferred to manage high-volume, high-profile business customers and accounts.
- Responsible for providing all banking and financial services
- New account development – regularly achieved 200% of goals
- 2014 Top Performance Award
0-5 years of experience
Increased Investment and overall balance growth within a 6 month period, leading branch to national recognition.
- Aid in increasing branch revenue by focusing on building lasting relationships with clients.
- Assist managers with daily operations of branch and lead team of bankers to operate branch efficiently.
- Known within Market to over achieve sales goals and offer customer focused service every time.
- Bank liaison to customer to aid in their daily banking needs and or issues that arose concerning their accounts.
- Sale of banking products to new and current customer that in their best financial interest.
- Nationally recognized banker for top sales among peers.
0-5 years of experience
Primary goal was to acquire, retain and deepen customer relationships by taking lead role in creating an outstanding customer experience
- Worked closely with all team members including mortgage banker and financial advisor
- Proactively contacted customers to discover their personal and financial needs
- Customer follow-ups completed in a timely and accurate manner
- Provided professional quality service to help with customer issues to ensure resolutions
- Maintained thorough knowledge of all bank products and services including bank policies and government regulations
- Met or exceeded branch and personal goals as determined by the Branch Manager
0-5 years of experience
Consistently exceed monthly sales goals by 150% through Sales and Marketing techniques
- Increase deposit growth monthly by $500,000 and Lending Products by $ 300,000
- Manage premier client portfolios of consumer lending as well as business banking products.
- Cross sell consumer and business deposit products that assist in retaining and expanding the relationship with new and existing clients
- Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products
- Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client’s financial services business.
- Respond to and Resolve customer inquiries and problems pertaining to consumer deposit, lending accounts, as well as investments
0-5 years of experience
Performed assessments of customer portfolios and used conversational sales techniques to identify and recommend investments, annuities, life insurance, and more.
- Applied banking knowledge to the setup of new consumer and commercial bank accounts.
- Acquired new clients and business leads through proactive telephone and in-person customer contact.
- Built an ongoing professional relationship with both new and existing clients by providing timely follow-up regarding their banking experiences.
- Trained unlicensed bankers and tellers on sales strategies; oversaw customer interactions and provided constructive feedback.
10+ years of experience
Customer Service Representative setting up banking accounts, checking, savings, deposit accounts; generated growth in balances through the sale, marketing, promotion and referral of products and services.
- Handled inquiries and assisted Bankers with business questions; identified and followed new business opportunities.
- Scheduled and conducted face to face and phone conferences/meetings with clients.
- Contact for client issue resolution and perform account maintenance and authorizations.
- Worked closely with Loan Officers, Business Bankers, and Financial Advisors, to assist with specialized financial needs.
0-5 years of experience
Managed and grew a portfolio of more than 200 clients through cold-calling and portfolio reviews
- Cross-sold insurance, investments, credit products and deposit accounts to new and existing customers.
- Coached tellers to identify product opportunities over the teller line and to generate referrals.
- Designated as Branch Bank at Work Specialist to prospect and call on local businesses.
- Licensed within 1 year of hire to sell insurance, mutual funds, and annuities.
- Achieved full year’s insurance goals in two months of receiving license.
- Independently wrote the most insurance business in the region for 3rd and 4th quarter of 2015.
10+ years of experience
Engaged current and prospective customers to identify financial needs through individualized assessment of current and future goals for increased revenue growth
- Maintained knowledge of current product and service offerings using internal resources and developed client solutions by offering a variety of banking, securities, and insurance products including checking, savings, credit cards, loans and home equity. Sale of mutual funds, annuities, term and whole life insurance
- Delivered exceptional client service with every transaction ensuring a superior banking experience resulting in customer satisfaction and retention
- Expanded client relationships by working on cross-departmental teams such as mortgage, financial advisors, and business relationship managers with goal to acquire 100% of customers’ business
- Executed new account openings, wire transfers, stop payments, account transfers and assisted with cash audits, next day cash reconciliations, overdraft decisions as well as branch opening/closing procedures
- Coached and motivated customer service representatives in best practices for achieving personal goals and exceeding company expectations
0-5 years of experience
Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects.
- Proactively and reactively contact clients and prospects daily by phone or in person to identify additional client financial needs and strengthen client relationships.
- Support team sales process by acting upon or referring identified client needs to other lines of business, including but not limited to, retail loan, mortgage, investments, private banking, insurance, small business, merchant services, and other areas.
- Adhere to regulations and internal control procedures. Responsible for attending applicable training classes and completing computer based training, and stay abreast of all changes in policies and procedures to ensure compliance with current guidelines.
- Participate in team sales efforts such as team call nights, sales meetings, and debriefs.
- Increased branch revenue by bringing customer new relationships from Onsite presentations at Staffing companies and multicultural events in the community.
- Participate actively in multicultural meetings and events to increase company’s revenue.
- Established small businesses and customer relationship by offering customer service and follow up calls.
- Awarded recognition by company in customer service.
0-5 years of experience
- Assessed clients’ financial situations to develop strategic financial planning solutions
- Advised clients on mortgage, personal, and business loans
- Answered clients’ questions about the purposes and details of financial plans and strategies
- Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor, mortgage banker, or business relationship manager
0-5 years of experience
- Consistently exceed monthly sales goals resulting in expanded customer base.
- Identify and resolve problems, remain organized and work well with little or no supervision.
- Monitored all service requests and developed strategies to convert it to sales.
0-5 years of experience
- Primarily responsible for the acquisition of new business and growth of existing client relationships.
- Coached and trained branch team members on bank operations and best sales practices.
- Ensured the office is operated in a professional manner to build customer confidence and trust.
- Responsible for the overall branch operation in absence of the manger.
- Demonstrated good risk management decisions, reduced preventable losses and fraudulent activity.
0-5 years of experience
for one of the nation’s top 5 largest banks serving consumers, small businesses and commercial clients with a broad array of financial products and services.
- Increased client retention in 2010 by 20% using analytical solutions to prove client value services of core product line
- Use of benefit statements to sell and promote product & services using tools gained from quarterly sales coaching meetings
- Respond to customer inquiries regarding account balances and received 100% rating on shop visit
- Process monetary transactions, handled vault, safe-deposit, ATM and night drop activities
- Maintain a working knowledge of the complete line of products and services offered
- Conduct financial seminars at local urban community schools to create educational financial awareness
0-5 years of experience
Accomplished Sales skills and in-depth knowledge of consumer and business lending
- Managed individuals with assets from $250k plus by identifying and recommending banking and lending solutions to meet needs and objectives.
- Advised credit and banking solutions to affluent clients
- Acquire, retain, deepen and manage client relations
- Responsible for generating growth in sales, marketing, promotion and referral products utilizing proactive and disciplined approach
- Lead a role in creating an outstanding customer experience and helping the Branch meet sales objectives and being a key part of its success
- Prospect for business opportunities and retain and grow Premier Business customers
0-5 years of experience
Sought new clients by recruiting from on-sites and campaign calls
- Met expressed needs of clients and outlined benefits of products and services
- Attained sales goals and strived to exceed with innovative strategies
- Assisted clients with personal and business finances, mortgage, auto loans and home equity loans
- Managed sales from prospecting to closed and followed up as needed
- Been selected for Advanced Sales Training, IDL Campaign Calls, and Quarterly Celebrations Planning Committee
0-5 years of experience
Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and ensure customer satisfaction while maintaining high sales volumes.
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and resolving problems.
- Accounting client payments and expenditures as well as everyday banking loans and business accounts.
- Assist in overall management of branch including operations, audit, staff scheduling and inventory.
- Provided branch referrals to specialist: Investments, Small Business, and Private Clients.
0-5 years of experience
Became business specialist after 3 months of employment due to exemplary business knowledge
- Developed strategies for Start Ups and Established businesses to increase capital and cash flow
- Lending solutions, client relationship management and acquisition
- Creating banking, merchant services, access to capital, and lending solutions for businesses at all stages
0-5 years of experience
Meet with potential clients through outbound calling efforts and branch referrals to specialist areas such as Investments, Private Client Group and Small Business to analyze, discuss and structure proposals and close sales transactions.
- Perform analysis and develop proactive solutions to exceed clients’ expectations.
- Find the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement.
- Achieved 200% of sales quota and consistently in top 5% overall in sales productivity per quarter based on individual performance
- Cross sale different products or packages in an effort to deepen the customer relationship.
- Leader in Customer Service satisfaction out of the region.
- Implanting customer service standards for three different branches.
- Coaching tellers on opportunities they may have with sales and customer service goals.
0-5 years of experience
Proactively initiate, develop and manage long-term, profitable relationships both personal and business.
- Manage existing client relationships to identify future needs.
- Assist clients address needs using a consultative approach.
- Gain an understanding of each client in order to identify additional financial needs and refer to appropriate financial partners.
- Deliver superior quality service in person and by phone such that client needs are positively met on a consistent basis.
- Maintain monthly and quarterly sales goals to include new mortgage purchase, mortgage refinance, and personal loans, credit cards, and investment accounts, certificate of deposits, IRA and 401k.
0-5 years of experience
Maintain clientele by coordinating with the proper department to create a full relationship
- Process all new accounts and teller transactions using Business Process Manager and Integrated Teller systems
- Exceed goals of two account openings per week (averaging 3-4 account openings)
- Cross-sell the bank’s products and services (Having clients open a Checking Account with a Money Market)
- Open, maintain and close all account types
- Quick to master new processes and procedures, requested by management to train/advise new bankers.
0-5 years of experience
Acquire, retain, and deepen customer relationships which leads to cross sales and upsells
- Rank top 25 percent in the district in monthly sales generated
- Perform financial analysis on branch’s Profit and Loss margins to optimize sales and reduce expenses that will ultimately satisfy business goals
- Proactively meet with clients to discover their financial needs and provide product and service recommendations
- Analyze clients’ financial strategies and recommend the best solutions
- Receive multiple customer recognition letters and emails from market managers
- Develop new business leads through extensively profiling customers, site-visits, and phone calls
6-10 years of experience
Sales and Servicing of new and existing clients serve as the main contact for client inquiries and delivering the Perfect Client Experience through daily client interactions
- Increase, Profile and Maintain relationships with new and existing clients
- Identifying needs and recommending to the appropriate banking partners in Loans, Investments,
- Participate in sales efforts through weekly sales meetings, region call nights
- Proactively calling clients to deepen their relationship by the 2 Day, 2 Week, 2 Month follow ups
- Keeping in line with all policies and conformity to any changes in banking guidelines and procedures
0-5 years of experience
Worked on a team of greatly motivated professionals aimed at giving quality, reliable and efficient customer service, handling queries and problems of customers successfully within a high-volume environment.
- Calmed upset/angry customers, researched and rapidly solved problems and rebuilt client trust to prevent the loss of key accounts.
- Consistently praised by management for the quality and exemplary customer service delivery and team-player attitude.
- Solely responsible for Fixed Deposit Portfolio which included preparing Auditor’s
- Confirmation and Withholding Tax Certificates.
- Cross selling products including credit cards and loan referrals.
- Provided account status data whenever required and handled phone enquiries.
- Achieved the award for customer service representative of the quarter.
0-5 years of experience
Manage premier client portfolios of consumer lending, investment as well as business banking products.
- Cross sell consumer and business deposit products that assist in retaining and expanding the relationship with new and existing clients.
- Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit, investment and lending products.
- Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client’s financial services business.
- Respond to and Resolve “escalating” customer inquiries and problems pertaining to consumer deposit, investment and lending accounts.
0-5 years of experience
- Provided friendly and personal customer service and a positive personal banking experience for customers
- Utilized needs-based sales skills to open new customer relationships and cross-sells existing clients regarding Bank products and services
- Performed various related customer account maintenance as needed
- Ensures accurate and timely processing of transactions in accordance with established operations policies and procedures
- Provided loan information, prepared related loan documents for processing and processed consumer loan applications
- Participated in job specific and other various bank training programs as required
- Complied with banking laws and regulations and all bank policies and procedures
0-5 years of experience
Expanded customer base through a variety of effective sales techniques
- Ensure effective lobby and line management to deliver exceptional customer service
- Support the portfolio growth in the branch by identifying cross-sell opportunities, deepening relationships and increasing client acquisition, being an active participant as needed
- Develop and execute integrated sale, relationship, and credit strategies that are aligned with the area business plan to achieve desire revenue, expense and service goals
0-5 years of experience
Opening and servicing of Checking Accounts, Saving Accounts, CD’s and other retail products
- Greets and assists customers in the ATM/ Lobby areas
- Make prospecting and relationship building phone calls
- Handles branch opening and closing procedures
- Created and applied Teller to Banker mentor program
- Maintains client relationships and offers solutions based around outside assets, mortgage, business banking needs and investments
0-5 years of experience
Identifies and resolves needs of customers and business partners — solidified customer/bank relationship
- Markets bank products to new and existing customers — established 20 new accounts per month
- Procedurally proficient in offering all banking services — sound knowledge level of product/services
- Opens deposit and loan accounts — efficient and timely customer service
- Proactive prospecting and selling to potential clients — succinct and honest link with customers
0-5 years of experience
Proactively met with customers to discover their financial needs and provide product and service recommendations
- Produce and secure clientele’s deposit accounts through phone call contact manager
- Dedicated point of contact obtaining monthly statements, order checks, debit cards and processing international wires
- Instrumental in customer banking experience through building lasting relationships with customers by providing them with products and services to meet their ever-changing
- Exceed expectations as a liaison, referring customers through discovery and partnering with specialists such as loan officers, business bankers and the financial advisor,
0-5 years of experience
Recommends and opens a variety of accounts and services including savings, checking, money markets, CD’s, IRA’s, as well as business accounts.
- Provides support in a dual role of selling the banks products and giving sales support to the FA on investment products.
- Responsible for meeting and achieving individual sales goals for the bank.
- Provides Exemplary Customer service through selling and cross selling a wide range of bank products, insurance and investments to new and existing customers.
- Monitors and enforces Compliance with Bank and government regulations, policies and procedures.
- Actively engages in outbound calling from a variety of lead lists
0-5 years of experience
Accepted, completed, and closed Consumer Loan and Mortgage Home Refinancing applications
- Opened and closed checking, savings, and CD accounts including ATM/Debit card orders
- Experience with credit card applications and IRA’s
- Interacted with customers within an office setting, behind teller lines, and by phone
- Trained to assist tellers during high volumes
- Attended schools, seminars, and meetings required and mandated by bank officials
- Additional training: touchpoint system, consumer loan operations, personal banker operations, online compliance training, GAINS program, teller training, auditing training, and robbery/security training.
0-5 years of experience
Sold consumer, commercial, lending, and demand deposit accounts
- Was able to reach tier I and tier II monthly sales goals on a consistent basis
- Provided financial assistance to account and non-account holders
- Was responsible for selling on average ten to fifteen new accounts per month
- Guided and coached new employees on banking policy and procedures
- Provided exceptional customer service to individuals on a daily basis
0-5 years of experience
Manage premier client portfolios of consumer lending as well as business banking products
- Cross sell consumer and business deposit products that assist in retaining and expanding the relationship with new and existing clients
- Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards, with the goal of acquiring 100% of the client’s financial services business
- Defining short and long term objectives
- Defining and allocating budgets, while maintaining knowledge of marketing trends and business utilizations.
0-5 years of experience
Actively managing book of business worth $20M in order to deepen and retain current customer
relationships and increase the amount of assets under management.
- Build client relationships by providing outstanding customer service.
- Sell banking products to customers, and respond to customer needs by prioritizing and adhering to the financial goals each individual client has set out to accomplish.
- Cross-Selling to expand sales opportunities of credit cards, savings, CDs, loans and investment
- Business Specialist with knowledge of small business lending, banking services and day to day
- Brokerage services support of existing investment accounts and acting as a sales assistant to various
- Actively help with the coordination of marketing events to target new client relationships and increase sales opportunities.
- Adhere to all banking regulations and safety practices in order to limit risk and potential losses.
0-5 years of experience
Open deposit accounts, verify and processes changes to existing accounts, answers customer questions and resolve related account problems.
- Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
- Outbound calling to multiple designated campaign call lists promoting products or following up on leads.
- Originate personal secured and unsecured loans covering two branches.
- Process teller transactions as needed with accuracy and efficiency.
0-5 years of experience
Identify opportunity and cross sell financial products and services to consumers and small business customers based on analysis of clients’ needs.
- Assisting manager in branch operation area such as conducting internal audit, providing supervisor overrides, and coaching to new employee.
- Maintains relationship with both potential and existing clients to create business for branch partners.
- Collaborate with managers and advisors to obtain higher sales volume.
- Thorough knowledge of banking products and services such as deposit accounts, credit cards, CDs, IRAs, ACH, merchant services, and payroll solutions.
0-5 years of experience
High-profile banker position accountable for soliciting personal & business accounts and developing strategic alliances with clientele.
- Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.
- Cross-sell banking services and products to clientele.
- Participate in community events to position the bank as a leader within the territory.
- Understand client’s financial needs to recommend the right products and services to them.
0-5 years of experience
Build a relationship with customers to be able to advise them on what kind of products and services will be to the customer’s best benefit.
- Responsible for the opening, closing, and maintenance of customer’s accounts and loans while adhering to federal laws and internal audit restrictions
- Maintain a lasting relationship with customers to take care of all their financial needs
- Discover opportunities for sales by engaging in conversations with clients and potential clients that have a purpose
- Conduct follow-up calls for clients from prior conversations and a lead database
6-10 years of experience
Worked with 10 sales professionals and, responsible for more than 3,800 individual and business accounts.
- Took charge in opening new accounts and upgrading existing service.
- Quickly and effectively solve customer challenges.
- Maintain quality control, constantly seeking new ways to improve customer service.
0-5 years of experience
- Exceed Monthly quotas by utilizing consultative sales techniques to provide financial solutions for both business and consumer clients
- Proactively work a $10million+ Book of Business
- Cold Call 25-30 existing and prospective clients daily to establish, build, and retain banking relationships
- Collaborate with different lines of business to assist both consumer and small business clients to meet their financial needs
- Partner with the management to coach teller associates
- [company name] Rising Star Award for demonstrating exceptional customer service
6-10 years of experience
- Supervise others as Branch Designee when needed and coordinate opening and closing procedures while exceeding goals with personal and business accounts
- Utilize strong verbal communication skills to maximize and manage customer financial relationships
- Ensure customer retention with follow up calls using Microsoft Outlook to set up, organize and follow appointments
- Act as a liaison with Financial Advisor to identify customers with portfolio management needs with success in acquiring largest financial service sales for Q3 2010, Q1 Q2 2011 with over $16k in revenue
- Refer customers to Mortgage Consultants and serve as main point of contact for all parties involved in lending process to ensure deadlines are met
- Develop assorted sales trackers for peers and upper management using various Microsoft Office applications including Word and PowerPoint
- Manage weekly branch staff scheduling while having access to manager’s and Financial Advisor’s Outlook calendar
6-10 years of experience
- Proactively reached out to attain new personal and business clients through calling and referral
- Maintain strong relationships with current clients through telephone, mail and face to face meetings
- Aggressively work with Financial Advisor in joint sales calls to acquire new clients
- Ensure security protocol with all opening and closing procedures, including dual control, opening of vault and setting alarms
- Invited to participate in market meeting to give feedback on new sales materials and account structures
- Accelerated to become the top banker in the district for final quarter of 2014 in paperless/mobile activation and was recognized at regional meeting
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Relationship Banker
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
