Bank Relationship Manager Resume Sample

Updated on: April 14, 2018

Going through one resume sample will probably not help you write your own in a flawless manner.

However, if you want to write one for a bank relationship manager position, here is a sample that you can use:




Bank Relationship Manager Resume Example



Amanda Ryan
10 Tree Road, Erie, PA 11298
(000) 999-9999
[email protected]


17+ years of experience of working in busy bank environments. Successful track record of meeting self and bank financial goals, by ensuring delivery of exceptional services to clients. Ability to determine clients’ specific requirements, regarding their financial goals. Known for developing target pipelines, and handling marketing for new profitable status customers from identified sources.


• Client Management • Rapport Building • Cross-selling
• Quality Profit Earnings • Compliance Assurance • Risk Management
• Operational Control • Data Collection • Process Improvement
• Complaints Handling • Leads Generation • Follow-up

• Increased the bank’s customer base within 6 months, owing to exceptional word of mouth marketing skills.
• Devised an efficient leads generation system, providing the bank with over 65 new corporate clients.
• Improved the client dealing process by providing well-placed training to other relationship managers.
• Cross-sold 3 financial package plans to clients, increasing the bank’s financial status by 65%.


Bank Relationship Manager
Citywide Bank, Erie, PA | 2009 – Present
• Greet clients as they arrive at the bank, and inquire into how they would like to be assisted.
• Provide clients with information on available banking products and services.
• Assist clients in determining which products and services to avail, to meet their financial goals.
• Provide support for opening accounts, and providing clients with information on required documents.
• Advise clients on wealth management, and implementation strategies, and assist with financial planning activities.
• Create deposit and investment management solutions, ensuring that clients are continuously satisfied.
• Prepare and present credit analysis, and negotiate loan terms and conditions with clients.
• Build and maintain referral and prospect pipelines, by leveraging internal and external resources.

Bank of America, Erie, PA | 2001 – 2009
• Provided assistance to clients in filling out account opening forms, and obtained related documentation.
• Assisted prospective clients in determining which product and service suit them best.
• Provided information regarding the policies and procedures of the bank.
• Employed and maintained a disciplined approach to prospecting new clients.
• Ascertained that all new and existing clients’ data was properly and confidentially documented.

Pennsylvania State University, Erie, PA – 2000
Bachelor of Business Administration

American Association of Bankers