Banking Relationship Manager Resume

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Eugenia Dukes

1129 College Avenue

Dayton, OH 45402

(555)-555-5555

[email]

Job Objective Qualified Banking Relationship Manager seeking work with an existing company in which to put my skills and knowledge to good use.

Highlights of Qualifications:

Huge experience in cash handling and balancing and analyzing respective financial needs for individual clients
Sound knowledge of credit and financial products
Huge knowledge of private bank and sales procedures
Familiarity with an investment, commercial, private bank and sales
Remarkable ability to interpret financial requirement for retail clients
Outstanding ability to work according to client expectations
Good understanding the financial needs of all types of clients
Amazing communication skills in both oral and written forms
Skilled to prepare and analyze presentation
Proficient in completing all work according to deadline

Professional Experience:

Banking Relationship Manager

First Niagara, Dayton, OH

October 2008 – Present

Maintained knowledge on banking products and distribution to provide optimal service support.
Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.
Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.
Analyzed financial products and recommended appropriate products to clients.
Developed and maintained bank revenue goals.
Managed all product inquiries for clients and provided direct and indirect solutions.
Designed strategies to retain present businesses and for acquiring prospective clients.

Client Relationship Specialist

KeyBank, Dayton, OH

August 2003 – September 2008

Managed all processes with accuracy and ensured optimal level of customer satisfaction.
Administered cash drawer limits according to bank policies.
Analyzed processes, determined client requirements and provided appropriate resources.
Assisted accounting team in balancing for branches.
Participated in BSA training and ensured adherence to all bank secrecy act.
Maintained confidentiality of all bank information.

Client Relations Representative

Alliance Defense Fund, Dayton, OH

May 1998 – July 2003

Evaluated pipeline and ensured maximum rates for clients.
Coordinated with account executives and wholesale brokers and provided required feedback.
Monitored appraisal inbox and reviewed appraisal.
Verified employment information and assisted in loan closing.

Education

Bachelor’s Degree in Business Administration: Banking

Idaho State University, Pocatello, ID