Relationship Banker Resume Sample

A relationship banker is also known as a personal banker and it is their duty to sell financial services including personal accounts, business accounts, loans and investment to clients. They need to have a broad knowledge of all products and services offered by the bank and assist clients with their usage that could improve their financial situation. The job duties and responsibilities of a relationship banker includes assisting in opening checking and savings account and provide deposit product services at customer request, sell products to respective retail customer base, provide customer apt solution to their respective financial needs, provide prompt service to all other bank customers, explain product chain, restrictions, and benefits to clients, attain sales, referral and service goals to provide qualified referrals to various department, manage top-level retail deposit product knowledge and lending services, and establish new business relationship with clients. They should be comfortable connecting with clients and must possess good communication skills. Relationship banker job needs a lot of face to face interaction.

Relationship Banker Resume

Name: Ellen Grady

Address: 1726 Langtown Road, Toledo, OH 43609
Phone: 544 – 330-7447
Email: [email protected]
Current Job:  Relationship Banker, NewAllaince Bank,Toledo, OH


Efficient and competent relationship banker who is able to integrate banking customer service and sales success. Possess strong math’s skill and exceptional communication skill. Able to interpret complicated spreadsheets and build a strong rapport with clients. Specializes in consumer banking and small business banking needs.


  • Expert in building a relationship, collaboration, and teamwork
  • Give attention to details and ability to multitask and balance multiple priorities
  • Superb interpersonal skill and can deliver effective communication proactively with customer approach
  • Possess strong knowledge about product and service offered
  • Proficient knowledge of MS Office suite products and related banking software

Work Experience

Relationship Banker, NewAllaince Bank, Toledo, OH ( 2016 – present )
Duties and Responsibilities:

  • Developing and implementing a sales plan to expand business
  • Managing commercial loan portfolio
  • Producing and managing new loan production
  • Identifying prospects banking customer at the surrounding area
  • Effectively resolving customer issues and adhering to all operational, security policies and procedures

Relationship Banker, Peak Reserve bank, Toledo, OH (2014 – 2016 )
Duties and Responsibilities:

  • Establish strong rapport with significant business clients to encourage long-term business
  • Assisted in creating the material that was distributed through local paper and magazines
  • Developed and performed presentation to small business owners and employees
  • Responsible for developing the spreadsheet each week, presenting new business acquired

Relationship Banker, Little Valley Bank, Toledo, OH (2012 – 2014)
Duties and Responsibilities:

  • Assisted branch manager providing on the job training for new employees
  • Providing outstanding customer service and ensuring sales are consistently met
  • Engaging customers in the lobby and educating them about new products and services
  • Driving sales through walk-in customers with a proper sales plan and using current technology to drive both sales and service


Bachelor Degree in Finance – Little Valley College of Business, New Parkland, CA

High School: Bowsher High School, Toledo, OH


Birgit Lile, Relationship Banker, Peak Reserve bank, Toledo, OH

Personal Information:

  • Civil Status: Married
  • Date of Birth: 11/8/1996
  • Hobbies: Playing hockey and basketball

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