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Relationship Banker Client Services

Location:
Philadelphia, PA
Salary:
55000
Posted:
March 22, 2024

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Resume:

Robin Stennett

Philadelphia, PA Cell: ·347-***-**** ad4h3y@r.postjobfree.com

Senior Relationship Banker

Detailed and results-oriented Senior Relationship Banker with over ten years of experience in the banking industry with a focus on relationship management, client services, sales/marketing, and customer service. A proven track record of exceeding sales targets, driving revenue growth through effective relationship management, and increasing customer satisfaction. Excellent computer skills. Adept at managing and prioritizing a high volume of multiple accounts. Seeking to leverage extensive experience and expertise in banking operations, financial products, and engaging client services to contribute to the success of a dynamic financial institution.

Professional Experiences and Contributions

Relationship Banker II

Regions Bank, Marietta, GA, 12/2022 – 02/2024

Managed a portfolio of high-value clients, providing personalized financial advice and solutions to meet Regions Bank clients’ banking needs. Driven sales and revenue growth by collaborating with financial teams, and cross-selling banking products and services such as loans, mortgages, investments, and insurance.

Key Contributions:

Converted 20% of monthly outbound calls into sales and investment opportunities for qualified FA referrals and mortgage partner referrals.

Generated over $3MM of new income through the development of new accounts with 40% of repeat business with referrals from customers’ friends and family.

3% of FA referrals became qualified referrals and closed 5% of mortgage conversions.

Conflict resolution and resolved customer issues without escalation and turned service transactions into sales.

Successfully met and exceeded sales targets and key performance indicators (KPIs) while maintaining high levels of customer satisfaction.

Senior Relationship Banker

Truist Bank, Atlanta, GA, 03/2020 – 09/2022

Promoted to Senior Relationship Banker after exceeding client services as well as exceeding individual and branch sales targets by offering and selling Truist products resulting in the expansion and retention of client relations.

Key Contributions:

Onboarded over $4.5MM in new money through building new client relationships.

10% of outboard calls resulted in retention of customer relations and/or incoming referrals.

1-2% of FA mortgage, and business partner referrals converted into closed business.

Key role in participating in all components of the established Truist Retail Community Bank Leadership Routines.

Successfully adhered to the Bank’s policies, procedures, and regulatory compliances.

Sales Director/Consultant

Mary Kay Cosmetics, McDonough, GA, 07/2000 – on a contractual basis

Sales Director managing all aspects of the day-to-day operations of a unit comprised of 64 Beauty Consultants. Responsible for direct recruiting, hiring, training, professional development, field service, and evaluating new sales consultants. Implements strategic marketing campaigns to promote and increase direct sales of products. Develop monthly, quarterly, and annual financial accounting reports for upper management and executive teams.

Key Contributions:

Top 20 in the National Queens of Court of Sales with over $60K in retail sales.

Marketing strategist who created and implemented a new strategy using social media and other tools that increased client base producing over $10,000 in monthly sales.

Nominated as “Queen in the National Court of Sharing” for effective team building.

Nominated for Mary Kay’s highest achievement award, “Ms. Go Give.”

Personal Banker

Sun Trust Bank, Union City, GA, 09/2015 – 10/2018

Direct accountability and success in matching customers with exact banking solutions and services that help them reach their financial goals. Professionally interact with customers in providing important advice about their accounts and handle all customer concerns efficiently to maintain positive customer relations. Process new account transactions, identify customers’ financial needs, and cross-sell products and services.

Key Contributions:

Expanded customer relationships by maintaining an effective regular follow-up process and building an excellent rapport with each customer.

Worked closely with management to strategize sales techniques to increase branch production and awareness of SunTrust products and services.

Consistently recognized as a top performer; exceeding sales goals by over 100% by surpassing monthly target goals.

Personal Banker

JPMorgan Chase, Atlanta, GA, 05/2011 – 09/2015

Assisted with all new account openings and business deposits. Furnished program and product information to all new and existing clients as requested. Responded to all customer queries and issues in a professional and timely manner. Adhered and complied with all bank security policies and procedures in all conducted business.

Ranked amongst the Top 10 in the region and #1 in the Branch for Sales and building customer relations.

Increased client base by designing and proposing sales and promotional campaigns.

Successfully represented the bank as a diverse leader resulting in recognition in the community.

EDUCATION

B.A., Economics & Marketing, Syracuse University, Syracuse, NY, 1985



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