A Relationship Banking Associate, also known as a personal banker, acts as a liaison between the customer and the financial institution, builds and maintains the relationship, and offers advice on everything from personal and business accounts to investment, loans, and management services. Duties carried out on daily basis are stated on the Relationship Banking Associate Resume as – asking customers about opening investment accounts, assisting the officers in meetings; identifying customers’ needs, and making good suggestions to customers so that their needs are satisfied.
Those seeking this job should demonstrate analytical skills, and be able to understand the financial situations of consumers and business customers. The ability to allow them to make informed suggestions of bank services. Strong foreign language fluency is a plus. For strong performance at the job, good interpersonal skills are necessary. Studies concentrated on accounting, finance, or economics are generally preferred.
Objective : Relationship Banking Associate with 5 years of demonstrated experience in data entry, managing data, verifying information, and creating budgets. I've earned a MBA, Bachelors in Marketing, and a Human Resources Specialist certificate.
Skills : Database Management, Operation Of Most Small Office.
Description :
Crossed selling banking products and services such as depository accounts, time investments, loans, and credit cards.
Initiated and opened new accounts.
Accepted cash and checks for deposit and check accuracy of the deposit slip.
Processed cash withdrawals.
Examined checks deposited and determine proper funds availability based on regulation requirements and complete hold notices.
Performed specialized tasks such as preparing cashier's checks, personal money orders.
Served as liaison for customers and other departments, made corrections to errors, and explained banking fees.
Experience
2-5 Years
Level
Executive
Education
Certificate In Human Resources
Relationship Banking Associate Resume
Headline : Well-qualified, customer service and results-oriented Banking Professional with over 18 years of progressive Finance and Banking experience in which I successfully served in leadership roles. Skilled at informing customers on banking services, products, and recommending best options that meet their needs, as well as an enthusiastic team player with polished communication skills in verbal, written, interpersonal, presentations, and rapport building.
Responded to high volume telephone inquiries about Bank products or services.
Actively followed standard scripts and procedures.
Actively played an important role in promoting and selling Bank products or services.
Investigated and resolved customer complaints.
Attained high sales performance standards, follow through on customer inquiries, requests, or complaints, and place follow-up calls to customers as necessary.
Identified sales opportunities.
Evaluated customer current relationships and business objectives to effectively recommend additional products or services.
Experience
5-7 Years
Level
Executive
Education
Bachelors Of Applied Science
Relationship Banking Associate Resume
Headline : Relationship Banking Associatewith 9+ years experience in retail environments; Independent and reliable professional able to work with little oversight and collaborate in teams; Skilled at determining customers' needs and at meeting and exceeding customer expectations with a positive attitude and friendly nature. Seeking full or part time position.
Skills : Microsoft Office, Google Docs.
Description :
Duties will vary dependent upon section assigned in the call center.
Duties may include, but are not limited to: - Receive and respond to a high volume of telephone inquiries from internal and/or external customers.
Followed-through on customer inquiries; resolve issues promptly.
Demonstrated understanding and appreciation of customer priorities; seek out long-term benefits to the customer; build customer loyalty by establishing rapport with customers.
Modeled team commitment by adhering to the teams' expectations and guidelines and fulfilling personal responsibilities to the team.
Identified the need for and collect information to better understand issues, problems and opportunities; make necessary contacts to obtain information and include others in decision-making process, as warranted.
Evaluated customers' current relationship and business objectives to effectively and proactively suggest products or services that meet the customer's needs.
Experience
5-7 Years
Level
Executive
Education
Bachelor In Social Work
Relationship Banking Associate Resume
Objective : Relationship Banking Associate with 4+ years of experience in Overseeing the customer service email box and managing incoming customer phone lines. Ensuring all customer's needs are met, with little manager supervision. Our customers are dentists, veterinarians, and other healthcare providers, you may also be working with CPAs, Accountants, office managers, etc.
Skills : Microsoft Office (10+ years), Internet Research.
Description :
Provided quality, accurate, and timely customer service involving daily processing of financial transactions in a retail environment.
Promoted bank products through positive proactive sales, informed and educated customers about products, services, and benefits.
Performed related duties as required to achieve banking goals Follow-through on shopper inquiries, requests, or complaints.
Resolved issues promptly; place follow-up telephone calls to customers as necessary.
Identified sales opportunities.
Evaluated customer's current relationship and business objectives to effectively recommend additional products or services.
Received and responded to a high volume of incoming calls from customers in a fast-paced, competitive environment.
Experience
2-5 Years
Level
Executive
Education
BA In Finance
Relationship Banking Associate Resume
Summary : Over 30+ years of experience providing customer/service and support in busy call center environments for customers within the banking industry. - An unwavering commitment to customer service, with the ability to build productive relationships, resolve complex issues and win customer loyalty. - Strategic-relationship/partnership-building skills -- listen attentively, solve problems creatively, and use tact and diplomacy to find common ground and achieve win-win outcomes.
Skills : MS Office, Banking.
Description :
Selected as one of eight employees out of 150 temporaries who were offered full-time employment.
Managed a high-volume workload within a deadline-driven environment.
Resolved inquiries in any given week and consistently met performance benchmarks in all areas (speed, accuracy, volume).
Helped the company attain the highest customer service ratings- earned 100% marks in all categories including communication skills, listening skills, problem resolution, and politeness.
Identified sales opportunities.
Evaluated customer's current relationship and business objectives to recommend additional products or services.
Received and responded to a high volume of incoming calls from Regions customers in a fast-paced, competitive environment.
Experience
10+ Years
Level
Senior
Education
Associate In Accounting
Relationship Banking Associate Resume
Headline : Relationship Banking Associate, responsible for Managing customer post-funding experience to satisfy all customer needs within an appropriate time window, Organizing and prioritizing tasks for team members, customers, and bank partners.
Skills : Bookkeeping, File Clerk, General Office Duties, Tax Preparer, Financial Support Assistant, Call Center Agent, Customer Service, Tech Support, Office Clerk, And Retail. Can Type 30 - 40 Wpm. Familiar With Microsoft Word, Outlook Excel, And Peachtree.
Description :
Responded to a high volume of telephone inquiries about business and personal accounts.
Followed standard scripts and procedures.
Promoted and sold products and services.
Investigated and resolved complaints.
Attained high sales performance standards.
Followed through on customer inquiries, requests, or complaints.
Resolved issues promptly.
Placed follow-up telephone calls to customers as necessary.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Relationship Banking Associate Resume
Objective : To obtain a position where my years of experience of repairing trust and winning loyalty will add value to operations while furthering my knowledge and abilities in the process.
Skills : Analytical, Legal Research, Research And Analysis, Retail Operations Management, Microsoft.
Description :
Followed through on customer inquiries, requests, or complaints; resolve issues promptly.
Identified and crossed-sell other bank products or services.
Supervised and trained staff as necessary in absence of the Team Supervisor.
Analyzed financial information and documentation to assist with customer and third-party inquires.
Counted bank vault at beginning and end of shift.
Assisted with preparing standard and tailored presentations and pitches for clients.
Maintained existing customer relationships while identifying credit risk triggers from customer inquiries.
Established a course of action to resolve customer inquiries and manage inquiries to resolution.
Experience
2-5 Years
Level
Executive
Education
GED
Relationship Banking Associate Resume
Objective : Motivated and self-driven professional with over 2 years of banking success; Known for the ability to build relationships and educate customers, resulting in customer satisfaction, retention, and increased sales. Ability to work well independently, as well as part of a team to meet overall goals.
Skills : Microsoft Office, Customer Service, Data Entry, General Office, Administrative, Banking.
Description :
Attained aggressive sales goals by turning phone inquiries into sales opportunities by making an active attempt to cross-sell bank products and services to meet client needs.
Met or exceeded sales goals Receive and respond to a high volume of incoming calls from customers in a fast-paced, competitive environment.
Provided high-level customer service to Priority customers Assist customers with loan inquiries, such as payoff, interest paid, due dates, and take payments.
Responsible for evaluating customers' financial needs while keeping customers well informed and advised at all times.
Received and responded to a high volume of incoming calls from Regions customers in a fast-paced environment.
Completed all required documents to meet customers' needs.
Followed through on customer inquiries, requests, or complaints in a timely manner and resolved all issues promptly.
Experience
2-5 Years
Level
Executive
Education
Diploma In Cosmetology
Relationship Banking Associate Resume
Objective : Relationship Banking Associate responsible for Consulting with capital markets and bank partners to improve the post-funding customer experience, Documenting and resolving customer complaints.
Skills : Ms. Word, Excel, Outlook, Windows 7, Internet, 10-key, Data Entry.
Description :
Handled customer inquiries and complaints, while managing a high volume workload within a deadline-driven environment.
Diffused volatile customer situations by offering resolution and practices for prevention.
Responsible for building relationships with the customer by providing outstanding customer service.
This includes informing the customer of other products or services available to enhance their banking experience.
Consistently provided courteous service to each client with prompt resolution.
Exceeded all expected sales goals and metrics.
Provided excellent customer service and answers to customers' questions within set standards.
Experience
2-5 Years
Level
Executive
Education
Business Administration
Relationship Banking Associate Resume
Objective : An accomplished and energetic team player with a solid history of achievement in customer service. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include Banking, Sales, Utility Support, Foreclosure Certification, etc.
Skills : Lotus Notes, Groupwise, Microsoft Office Outlook, Microsoft Word, Microsoft Excel.
Description :
Responded to a high volume of telephone inquiries about products and services.
Processed 80 + calls per day, providing information and service to ensure customer satisfaction.
Identified products that met customers' needs to deepen their relationship with Regions Bank.
Researched and resolved client conflicts to prevent loss of key accounts.
Assisted with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis.
Collaborated with Senior Bankers to develop factual and accurate information thats presented to the client.
Sought opportunities for development through the job itself, through special assignments, training, or external activities.
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