Bank Relationship Manager Cover Letter

Harold, a bank relationship manager, needed a cover letter that focused on his outstanding customer service skills, high client retention rate, and impressive revenue growth. We used a quote from a retailer to drive the point home that great customer service has been the key to Harold's success.

Incorporating quotes that are relevant to the topics your letter is discussing is a great way to create a memorable letter that connects you to the reader. Quotes on efficiency, innovation, business development, and leadership can add a unique spin to your letter, a compelling value proposition, or a good conversation starter during an interview.

HAROLD LECHT

800 7th Street NW ▪ Washington, DC 20001 ▪ 202-988-2588 ▪ hlecht@aol.com

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Name/Title
Company
Address

"Make a customer, not a sale." -Katherine Barchetti

Throughout my career as a bank relationship manager, I have successfully built rapport and trust with my clients by focusing on the long-term customer relationship. As a result, I have retained more than 90% of my client base over the past 15 years. My customers stay with me because they know they can count on me to deliver sound financial advice, a quick turnaround time on their requests, and "round-the-clock" customer service.

With five years' experience servicing corporations and high-net-worth individuals, and close to a decade of experience in retail banking, my product knowledge encompasses dozens of financial vehicles including loans, insurance products, non-deposit investment products, mortgages, and checking, savings, and money market accounts.

Most recently, as an Assistant Vice President and Senior Relationship Manager for Bank XYZ, I contributed to a $25M annual team goal for account growth and retained several accounts that had previously been compromised due to servicing issues.

As a Branch Manager for ABC Bank, I catapulted a Washington, DC branch to #1 out of 600 in revenue growth and I led the branch that achieved the highest volume in new business loans booked.

At this juncture, I am confidentially exploring relationship manager opportunities, servicing corporate customers for another leading New York area financial institution. Excited by the prospect of an opportunity with your company and impressed by the strength of your brand, I would welcome the chance to meet with you to discuss my qualifications in more detail and look forward to a personal interview.

Sincerely,

Harold Lecht

Attachment

Detail-oriented Banking Relationship Manager experienced with routinely assessing and meeting the financial needs of various individual and business customers. Adept at handling various banking transactions. Focused on applying knowledge of financial products and investment packages to offer to existing and new customers.

¥ Hands-on experience with cash and financial transactions
¥ Adept at assessing the financial needs of various clients
¥ Extensive knowledge of common financial products and packages
¥ Solid understanding of private banking practices
¥ Ability to determine client needs and seek pleasant resolutions
¥ Ability to effectively oversee staff and prepare effective staffing schedules
¥ Excellent communications skills

Banking Relationship Manager
6/1/2006 – 11/1/2009
New Parkland Community Bank

¥ Remained updated on all available financial products and financing packages.
¥ Assisted customers by offering sound financial advice.
¥ Made recommendations for customers considering various banking products.
¥ Managed in-person over-the-phone and email inquiries in a timely manner.

Banking Relationship Manager
3/1/2010 – 1/1/2013
New Parkland Savings & Loan

¥ Determined cash drawer limits.
¥ Contacted existing customers via email with information on new banking products.
¥ Helped customers make informed investment decisions.
¥ Managed bank staff and prepared staffing schedules.

Banking Relationship Manager
Neighborhood Banking Solutions Ltd.

¥ Analyzed new financial products and made purchasing recommendations.
¥ Determined client needs and offered customized solutions.
¥ Ensured that all bank transactions remained confidential.
¥ Reviewed security procedures with office staff.
¥ Verified information on loan applications.
¥ Ensured that clients received the best available rates.

Bachelor of Science – Finance
Bachelor of Science – Business Administration

There are plenty of opportunities to land a Banking Relationship Manager job position, but it won’t just be handed to you. Crafting a Banking Relationship Manager resume that catches the attention of hiring managers is paramount to getting the job, and LiveCareer is here to help you stand out from the competition.

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