Business Banking Relationship Manager Resume Sample

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Business Banking Relationship Manager Resume Sample

Complete Name
Complete Address
Phone # / Cell Phone #
E-mail Address

Highly talented, success-driven, and intuitive professional, offering more than 13 years of outstanding career in banking and financial services. Reliably effective in communicating with various customers as well as in determining and addressing their every need. Known as an energetic and enthusiastic individual with broad-based knowledge in retail banking, small business lending, and commercial loan policy. Equipped with exceptional organizational and communication skills, complemented with keen attention to details.

CORE STRENGTHS

Operational Streamlining
Customer Service and Satisfaction
Cross-Selling/Cold Calling
Strategic Planning and Negotiation
Conflict Resolution
Organizational Management

CAREER HIGHLIGHTS

BUSINESS BANKER: Jan 2010-Present
VWX  FINANCIAL CENTER, BROOKLYN, NY

  • Work closely with numerous business partners to optimize productivity and capture cross-selling opportunities
  • Plan and develop measurable goals and action strategies with challenging but realistic deadlines
  • Accomplish necessary research in obtaining a better understanding of key challenges and in formulating feasible solutions
  • Initiated and led the implementation of effective performance improvement plans along with corrective actions, as necessary
  • Identified and resolved multiple operations and customer service issues in collaboration with other managers

VICE PRESIDENT-RELATIONSHIP MANAGER: Jul 2007-Mar 2009
XYZ BANKING GROUP, BROOKLYN, NY

  • Oversaw a portfolio comprising of approximately 85 borrowing and non-borrowing commercial clients totaling $20M with net revenues of $648M
  • Championed the first quartile ranking for 2008 DDA production in the New York City Commercial Banking Division by developing and maintaining new and existing commercial client relationships
  • Assessed various resources to generate accurate and complete credit recommendations along with recognizing several deteriorating credit situations
  • Carried out business development calls and cultivated a positive working relationship with internal partners in retail banking, cash management, brokerage, and merchant services to successfully meet clients’ specifications
  • Exhibited proactive involvement in various business, social, and community events with a vision to nurture new relationships that increased visibility in the branch’s sales and marketing area

PREMIER CLIENT SERVICE OFFICER: Jul 2005-Jun 2007
CDE  BANK, NEW YORK, NY

  • Assumed full responsibility in administering a deposit, loan, and investment portfolio of high-net-worth clients and their related businesses accumulating to approximately $30M
  • Handled year-over-year expansion of commercial credit and deposit portfolio as well as implemented action plans for affluent clients with additional profit potential

SMALL BUSINESS SPECIALIST: Sep 2003-Jul 2005
FGH INDUSTRY, BROOKLYN, NY

  • Exemplified solid skills in cross-selling business and consumer products to business owners and decision-makers
  • Successfully fostered and cultivated long-term relationships with small business clients
  • Led the completion of SBRM advanced commercial credit program; accepted appointment from senior management to participate in the training course

PERSONAL BANKER: Jul 2001-Sep 2003
FGH INDUSTRY, BROOKLYN, NY

  • Promoted bank products to various customers using a consultative approach, which generated new business and established a loyal customer base
  • Significantly contributed in generating key branch revenue through consistent demonstration of various investment and insurance products to the branch’s financial adviser
  • Developed month-end reports for the branch management and rendered support in analyzing and resolving multiple branch deficit
  • Integral member of the 2003 Sales Excellence Sales Club

SALES REPRESENTATIVE: Apr 1997-Jul 2001
IJK BANK, BROOKLYN, NY

  • Provided professional assistance to potential and existing customers in opening new accounts
  • Handled the validation of teller transactions and the reconciliation of branch discrepancies
  • Took part in cross-selling the bank’s products and services by offering suggestions designed to address every client’s needs as well as to meet company expectations

EDUCATION AND LICENSES

Major in Accounting: In Progress
ABC University, Long Island, NY
Expected Completion Date: May 2012

NEW YORK STATE LIFE, ACCIDENT AND HEALTH INSURANCE
SERIES 6 INVESTMENT COMPANY/VARIABLE CONTRACT
SERIES 63 UNIFORM STATE LAW


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