Relationship Banker Resume Example

Updated on: December 23, 2016


Finding a relationship banker job is not easy, especially if your job application documents are not in order.

The resume for instance has to be absolutely perfect in every way, so that it can impress the hiring manager into calling you for an interview.

If your cover letter has set a certain expectations standard, the resume should be able to live up to it.

The following example can help you decide how to word your resume:


Relationship Banker Resume Example


Rose Darby

4033 Ward Street | Columbus, MS 22020 | (000) 210-8547 | rosederby @ email . com

 Dedicated Banker with MBA and 11+ years’ dedicated experience in personal banking.

✓ Business Development ✓ Account Management
✓ Background Checks ✓ Portfolio Management
✓ Marketing Presentations ✓ Outreach Activities
✓ Investment Support ✓ Corporate Financial Plans
✓ Loan Originating ✓ Calling Program Establishment
✓ Sales Driving ✓ Vault Management


Performance Highlights
• Substantial experience working in both consumer and corporate relationship banking
• Proactively manage assigned clients to build long-lasting professional relationships
• Demonstrated ability to set up self-service options for clients to ensure that they can access their accounts round the clock
• Support business development goals by creating and maintaining fruitful liaison with both existing and new clients
• Adept at identifying clients’ business and personal banking needs and providing them with viable banking options
• A pleasant and approachable individual who has a great focus on ensuring client satisfaction and business retention.

• Increased the bank’s client base by a staggering 58% percent through aggressive marketing plans
• Received accolades for the maximum amount of satisfied clients under one relationship umbrella
• Singlehandedly created and implemented a series of presentations to market the banks’ services to potential clients
• Implemented a particularly complex old age benefits plan for senior clients, now considered the bank’s best financial plan for its clients


Relationship Banker
Bank of the West, Columbus, MS | 6/2012 – Present

• Greet clients as they enter the bank or approach the table and politely inquire into their purpose of visit
• Respond to prospective clients’ questions and queries regarding the services and facilities of the bank
• Attempt to convince prospective clients to open accounts or / and enjoy benefits of related items
• Assist clients in filling out account opening forms and check information for accuracy
• Create and maintain records of clients in a confidential manner, in predefined bank databases

Relationship Banker
City Bank, Columbus, MS | 5/2008 – 6/2012

• Provided existing clients with information on their accounts such as balances and overdrafts
• Set up accounts so that they were available to clients during all hours of the day
• Presented the bank’s services and products to corporate clients through well-developed presentations
• Performed cold calling and lead follow-ups tasks to ensure that personal and organizational goals were met efficiently

Personal Banker
Bank of America, Columbus, MS | 2/2005 – 5/2008

• Welcomed clients and directed or escorted them to their desired departments
• Provided information / overview of the bank’s products and services and encouraged clients to take advantage of them
• Assisted clients in filling out information forms by providing them with information such as bank codes
• Ascertain that client waiting areas are kept clean and maintained, by coordinating the services of janitorial staff

Specialized on-the-job training in Client Service and Retention

Master of Business Administration – 2004
Columbus Business College, Columbus, MS

American Bankers Association