Relationship Banker Customer Service

Farhana Sultana

Relationship Banker

**** **** ****** **, **********, DC 20011

Cell: 202-***-****, Email: *************@*****.***.

Professional Summary

Results-driven Relationship Banker with 6+ years of experience in retail banking, focused on building and strengthening client relationships, serving thousands of clients by responding to their queries and resolving their problems. Demonstrated ability to provide exceptional customer service, analyze financial needs, and recommend tailored solutions to help clients achieve their financial goals. Skilled in cross-selling banking products, such as loans, credit cards, and investment options. Adept at meeting and exceeding sales targets while maintaining compliance with banking regulations. Strong communication and interpersonal skills, with a passion for helping clients navigate their financial journeys.

Skills

Relationship Banking Cash Handling Accuracy Investment advising Client Retention

Strategies Transaction Processing Financial analysis Debit and Credit Card Issuing

Customer Education Loan Processing Sales proficiency Fraud prevention Currency Exchange

Banking Software Proficiency ATM servicing Multitasking Attention to Detail Teller

Support Account Reconciliation

Work History

Principal Officer 03/2021 to 04/2024

Sonali Bank Limited

Developed strong relationships with clients through providing personalized banking solutions, resulting in a 90% retention rate.

Increased daily sales by 20% by upselling banking products and financial services to customers.

Reconcile cash drawer with ATMs, with zero mistakes in 5 years.

Works at head teller & cash in charge.

Complied with regulatory, legal and ethical requirements to protect bank assets.

Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.

Evaluated client financial positions and identified most appropriate banking products.

Performing SWIFT operations for processing international money transfers as well as foreign trade

Attend meetings with existing clients and prospects to provide education on investment strategies, economics, and portfolio management.

Won “Employee of the Month” award 5 times.

Senior Officer 03/2018 to 02/2021

Sonali Bank Limited

Welcomed customers warmly to meet banking service and transactional needs with seamless execution.

Completed highly accurately, high-volume money counts via both manual and machine-driven approaches.

Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Cashed checks accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.

Answered customer questions and explained available services such as deposit accounts, bonds, and securities.

Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.

Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.

Issuing debit/credit cards, LC (Letter of Credit) and executing contracts.

Recognized as Employee of the Year in 2020.

Education

Masters of Science in Cybersecurity from the Washington University of Science & Technology.

Certification

“Cash Handling and Security Management” SBL Training Institute (2022)

“Lending Operation & Credit Risk Management in Banking” SBL Training Institute (2021)

Reference: Available Upon Request.

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