Business Banking Relationship Manager Resume

Posted in Resume Samples for Manager

Anne Mccreary
3696 Braxton Street
Chicago, IL 60607

Job Objective Educated and qualified Business Banking Relationship Manager seeks position in a rising company where I can grow and become an asset.

Highlights of Qualifications:

  • Admirable experience in managing sales and business, managing all cash and balancing it in a financial environment
  • Good understanding of personal and commercial financial statements
  • Deep knowledge of financial products and banking regulations
  • Proficient with PC (MS Windows and Office Products) and Client Experience Desktop
  • Ability to maintain good relationships with both internal and external customers
  • Ability to multitask and prioritize work
  • Ability to provide excellent customer relationships
  • Good communication skills in both oral and written forms
  • Strong organizational, presentation skills and organizational skills

Professional Experience:

Business Banking Relationship Manager
Astoria Federal Savings, Chicago, IL
October 2008 – Present

  • Maintained knowledge on various products and services offered by bank and updated knowledge on various competitor products as well.
  • Developed various leads for prospective customers and documented all activities for same.
  • Participated in various business development program carried by bank and assisted in retaining customers and expanding network.
  • Managed client relationship and coordinated with various partners to strengthen same.
  • Monitored customer requests and complaints, ensured its timely resolution.
  • Documented procedures according to bank regulations and rules.
  • Ensured all activities in compliance to company requirements.
  • Prepared a book of all bank activities and achieved all objectives.

Account Relationship Associate Senior
WSFS Bank, Chicago, IL
August 2003 – September 2008

  • Administered day to day activities of various branches and ensured documentation of all activities.
  • Maintained good relations with customers and employees.
  • Assisted customer in all his or queries and provided all information for account.
  • Monitored complex operational issues and resolved it effectively.
  • Provided support to sales department and documented all processes and participated in various sales related meetings.
  • Ensured knowledge on all company products and services and assisted customers on same.

Client Relationship Specialist
Wells Fargo, Chicago, IL
May 1998 – July 2003

  • Managed all client transactions and ensured customer satisfaction of same at all times.
  • Monitored cash drawing limits and sell funds as per company policy.
  • Ensured confidentiality of customer information at all times.
  • Assisted account department in managing balancing accounts.
  • Administered bank operations and ensured compliance to safety and security regulations.
  • Participated in various staff meetings and recommended changes to serve customers better.


Bachelor’s Degree in Business Operations Management
Fresno Pacific University, Fresno, CA

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