Chase Bank - Relationship Banker Resume Example

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Jack Carter
XX XXXXXX XXXXX XX , Belleville , NJ 07109
H: XXXXX XXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXX
Summary
 


Service-oriented License Relationship Banker with 11 year background in Retail Banking and Operations. My core competencies include sales, retention, operation and leadership as well as excellent communication and time management skills. I handle all of my tasks with accuracy and efficiency.

Able to coordinate multiple projects and meet deadlines under pressure.

Highly goal oriented and self motivated with a strong work ethic. Fast learner with a drive to exceed expectations and able to immediately contribute to corporate business goals and objections in a large company with security and room to grow.
Skills
  • Customer and Personal Service
  • Sales and Marketing
  • Retention
  • Judgment and Decision Making
  • Time Management
  • Active Listening
  • Complex Problem 
  • Operation and Control
Experience
Relationship Banker 02/2011 - Present
Chase Bank - Teaneck, NJ
  • Excellent Customer Contact and Service skills Acquire
  • I am managing assign high balance clients
  • I determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • I contact prospective customers to present information and explain available services.
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Examine, evaluate, or process loan applications.
  • I network within communities to find and attract new business.
  • I prepare forms or agreements to complete sales.
  • I analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • I implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
  • I review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • I manage client portfolios, keeping client plans up-to-date.
  • Contact clients periodically to determine any changes in their financial status.
  • I successfully exceed monthly sales target on average by 55% or more
Financial Service Representative III 10/2008 - 01/2010
SunTrust Bank - Stone Mountain, GA
  • I successfully opened 160% of yearly target in personal and business checking/savings/CDs and IRAs accounts by  adopting innovative sales techniques
  • I was responsible for pulling and monitoring daily branch reports
  • I continually provided coaching and feedback to tellers and sales team on service as well as achieving their individual goals 
  • I provided excellent customer service by building and maintaining great rapport with clients 
  • I effectively handled various account transactions and reconciliation task.
  • I balanced currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  • I counted currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
  • I processed and maintained records of customer loans.
  • I resolved problems or discrepancies concerning customers' accounts.
Personal Financial/Operation Supervisor 06/2005 - 10/2008
JP Morgan and Chase Washington Mutual - Atlanta, GA
  • Consistently achieved an average 125% of monthly deposit and cross-sale goals 
  • I was the Active Supervisor of floor,Override Authority 
  • Effectively handle the task of solving queries and problems of the staff 
  • I established and maintained relationships with individual and business customers or provide assistance with problems these customers may encountered.
  • I resolved problems or discrepancies concerning customers' accounts.
  • I provided customer service by greeting and assisting customers, and responding to customer inquiries and complaints.
  • I direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.
  • I instructed staff on how to handle difficult and complicated sales.
  • I confer with company officials to develop methods and procedures to increase sales, and promote business.
  • I balanced currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  • I counted currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
  • I ordered a supply of cash to meet daily needs.
  • I received and count daily inventories of cash, drafts, and travelers' checks.
  • I monitor bank vaults to ensure cash balances are correct.
  • Identified transaction mistakes when debits and credits do not balance.
  • Obtained and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
  • I prepared work schedules for staff.
  • I opened and closed branch (branch settlement)
Education
Jan 2004 Georgia Perimeter College - Decatur, Campus
Series 6, 65, and Life Finra -

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About this resume

Relationship Banker FROM Belleville , New Jersey RESUME

This is a resume for a Relationship Banker in Belleville, New Jersey with experience working for such companies as Chase Bank and SunTrust Bank. The grade for this resume is 0 and is one of hundreds of Relationship Banker resumes available on our site for free. Use these resumes as templates to get help creating the best Relationship Banker resume.

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School Attended
Georgia Perimeter College