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Bank Of America - Senior Business Relationship Manager Resume Example

Elizabeth Richardson
XXXXX XXXXX XXX, Rancho Cucamonga, CA 91730
Ph: XXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXX
Summary

Accomplished and energetic Bank Manager with a solid history of achievement in banking. Motivated leader with strong organizational and prioritization abilities. Areas of expertise include leadershipmotivation and development.

Skills
  • Customer and Personal Service
  • Speaking
  • Administration and Management
  • Judgment and Decision Making
  • Critical Thinking
  • Sales and Marketing
  • Time Management
  • Motivational
Experience
Senior Business Relationship Manager Dec 2015Present Bank Of America Fullerton, CA Provide comprehensive financial solutions to small businesses with annual revenues from $250K up to $5 million.
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Prepare forms or agreements to complete sales.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
Senior Bank Manager Jun 2011Aug 2015 Wells Fargo Bank, N.A Los Angeles, CA
  • Job Responsibilities
  • Helped build and sustain an inclusive culture that values diversity
  • Served as a face of the community by being part of numerous boards.
  • Responsible for hiring, coaching, training, and developing all store team members to achieve consistent high performance objectives.
  • Consistently managed the team around operational integrity, exceptional customer service and performance expectations.
  • Responsible for consistent deposit growth year over year. Achievements
  • Lead, Learn & Share (Top 2% managers in the entire company) award winner 3 years straight.
  • Consistently #1 Store manager on ranking report
  • Consistently exceeded service and sales goals
  • Lead and managed all licensed bankers in market.
  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Network within communities to find and attract new business.
  • Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
  • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
  • Oversee the flow of cash or financial instruments.
  • Recruit staff members and oversee training programs.
  • Evaluate data pertaining to costs to plan budgets.
Personal Banker Jun 2010Jan 2011 Wells Fargo Bank, N.A West Covina, CA
  • 2 Job Responsibilities
  • Helps premier customers manage portfolio's
  • Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities
  • Proactively makes outbound sales calls to inform customers about various financial service solutions that will meet there needs and deepen the customer relationship and experience with Wells Fargo
  • Provides a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customers business
  • Creates, trains and coaches a successful sales team through the development of staff as a competitive advantage Achievements
  • Q2-2010 Circle of Stars winner
  • Consistently #1 in ranking report
  • Consistently exceeds minimum sales goals
Personal Banker Aug 2009Jan 2010 Wells Fargo Bank, N.A West Covina, CA
  • Consistently #1 in ranking report
  • Consistently exceeded minimum sales goals
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Contact prospective customers to present information and explain available services.
  • Sell services or equipment, such as trusts, investments, or check processing services.
  • Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
  • Review business trends to advise customers regarding expected fluctuations.
  • Make presentations on financial services to groups to attract new clients.
  • Evaluate costs and revenue of agreements to determine continued profitability.
Senior Credit Manager Jun 2006Aug 2009 Wells Fargo Financial Fontana, CA
  • Helped customer achieve their short and long term financial goals
  • Underwrote 300k-1 million dollar loans Achievements
  • 2006 Rookie of the Year
  • Consistently #1 in Southern California for 3 straight years References References are available on request.
  • Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
  • Generate financial ratios, using computer programs, to evaluate customers' financial status.
  • Prepare reports that include the degree of risk involved in extending credit or lending money.
  • Consult with customers to resolve complaints and verify financial and credit transactions.
  • Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
  • Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
  • Review individual or commercial customer files to identify and select delinquent accounts for collection.
  • Analyze financial data such as income growth, quality of management, and market share to determine expected profitability of loans.
  • Evaluate customer records and recommend payment plans based on earnings, savings data, payment history, and purchase activity.
  • Confer with credit association and other business representatives to exchange credit information.
Certifications
Lead and managed all licensed bankers in market
Education
High School Diploma : General Education Jun 1999 Rosamond High School Rosamond, CA
Community Service

Volunteer, Habitat for Humanity, 2012-2015

Collection Volunteer, Toys for Tots, 2015

Affiliations

Member, Association of Rowland Heights Chamber of Commerce, 2012-Present

Awards

Outstanding Achievement in Customer Satisfaction, 2011-2015

Top 2% Bank Manager in Country, 2011-2015

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Resume Details

This is a real resume for a Senior Business Relationship Manager in Rancho Cucamonga, California with experience working for such companies as Bank Of America, Wells Fargo Bank, Na. This is one of the hundreds of Senior Business Relationship Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Senior Business Relationship Manager resume.

Previous Companies:

  • Bank Of America
  • Wells Fargo Bank
  • NA

Previous Job Positions:

  • Senior Business Relationship Manager
  • Senior Bank Manager
  • Personal Banker
  • Senior Credit Manager

Schools:

  • Rosamond High School

Level of Education:

  • High School Diploma

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