Senior Relationship Manager Resume Samples

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OA
O Anderson
Olga
Anderson
713 Rory Summit
Phoenix
AZ
+1 (555) 110 6403
713 Rory Summit
Phoenix
AZ
Phone
p +1 (555) 110 6403
Experience Experience
Los Angeles, CA
Senior Relationship Manager
Los Angeles, CA
Durgan LLC
Los Angeles, CA
Senior Relationship Manager
  • Create and/or improve upon existing practices and processes within the Relationship Management team
  • Serve as escalation point for complex issues, providing support to IMLG management and relationship management team
  • Assists product management and marketing in the development of new products/services
  • Follow Franchise Industry trends and developments to increase the bank’s business in established and developing markets
  • Identifies and provides input into new initiatives process/workflow improvements and program/policy changes
  • To assist Team Head in annual budgeting, envelope management, Risk Policies recommendation & implementation as well as other bank’s management objectives
  • Meets regularly with internal referral sources to establish business relationships and develops network of outside referral sources for new business
Dallas, TX
Senior Relationship Manager, Citi
Dallas, TX
Bergnaum-DuBuque
Dallas, TX
Senior Relationship Manager, Citi
  • Responsible for meeting / exceeding targets as agreed with Citi at Work Head. Plan and implement sales strategies with the team to achieve targets
  • Work closely with Sales Support and CIU for smooth functioning/ flow of applications and processes
  • Opportunity to develop cross-functional expertise with exposure to Asset Sales, Credit, Operations, Branch Banking & Wealth Management
  • Develop customized packages and processes for companies to drive bulk sourcing
  • Drive micromarketing and customer engagement activities in given portfolio of companies e.g. client seminars etc
  • Build a sales culture which becomes a benchmark in terms of meritocracy, diversity and adherence to Citi policies
  • Provide a comprehensive, multi-product banking solution to companies for their employees including payroll linked bank accounts, credit cards, loans, insurance products etc
present
San Francisco, CA
Senior Relationship Manager, Middle Market
San Francisco, CA
Fay, Boyer and Bradtke
present
San Francisco, CA
Senior Relationship Manager, Middle Market
present
  • CMB is at the heart of the Group’s strategy to be the Leading International Bank. Within this framework CMB is positioned as the Leading International Trade and Business Bank. The remit of this role covers our top-end international corporate businesses. The business operates in a highly competitive banking environment competing for international business where we have a “right to win”. The job holder will have responsibility for complex deal structuring
  • Follow market trends and developments to increase the bank’s business in established and developing markets
  • Environment of the job:. As such, the jobholder will be competing in a highly competitive environment against many locally-established financial institutions and possibly a number of national competitors
  • Cross-sells the Bank's commercial products and services to existing customers; acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger companies in the assigned territory
  • Follows market trends & developments to increase the Bank’s business in established and developing markets
  • Drives new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of commercial customers
  • Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Carnegie Mellon University
Bachelor’s Degree in Business
Skills Skills
  • Good knowledge of the financial services industry and any other skill will be highly value added
  • Expert knowledge of sales cycle, from initial prospecting through closing, with knowledge of the nuances of procuring government business strongly desired
  • Highly desirable to have active networking contacts and Centers of Influence established in the Greater Bay area
  • Detailed knowledge of procedure and regulations and ability to ensure both BBML and its customers adhere to the Service Level Agreement
  • Strong working knowledge of Word, Excel, Lotus Notes
  • Good knowledge of banking products; understanding of credit and risk essentials
  • Highly desirable to have active networking contacts and Centers of Influence established in the area
  • Candidate should have exceptionally strong credit skills: ability to fully analyze & underwrite your own deals
  • Good knowledge of Financial Analysis & Lending skills
  • Good Knowledge of project finance analysis
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15 Senior Relationship Manager resume templates

1

Senior Relationship Manager Resume Examples & Samples

  • Acquire business - Prospect in the assigned territory to bring in new business customers, and develop and work with Centers of Influence to expand the customer base within the RM Channel. Responsible for developing and servicing relationships with high-end small businesses and complex accounts resulting in P&L growth. Commercial client acquisition focuses upon deposit (DDA) gathering and loans exceeding $250,000
  • Expand and retain relationships - Profile new and existing commercial clients to ensure cross-sell of deposits, credit, and other bank products. Follow up on all business accounts to ensure the full opportunity has been captured Typical portfolio consists of approximately 75 - 100 customers
  • Partner - Work with other bank partners to uncover sales opportunities among both current and potential business customers. Provide a high level of customer service to business clients and manage the banking relationship
  • Refer - Identify Consumer product opportunities among business owners and refer to other specialists to effectively capture. Identify larger business opportunities and refer more complex customers to the MM Channel
  • 5 years ofdirect Business Banking Relationship Managementand Business Development experience or related business lending experience
  • Credit analysis or financial analysis experience related to commercial lending is preferred. e.g. In-house commercial training program or formal credit training program, such as Omega or Edge
  • Strong organizational time management skills; Strong problem solving skills; Strong ability to grasp concepts and processes; Ability to partner and influence
  • Ability to manage risk within the portfolio, including loan grading, loan pricing, and pay or return decisioning
  • Strong understanding of product profitability of banking products
  • Seeking a customer focused individual withgood interpersonal skills and communication skills
2

Senior Relationship Manager Resume Examples & Samples

  • Direct the management of all account relationships within an assigned portfolio through a combination of face to face, phone and written communication channels. This includes negotiating contracts needed to meet retention & consulting goals
  • Act as transaction processing consultant for clients providing alternative processing solutions & options. Monitor & analyse financial consequences of processing methods & work with clients to minimize their costs in this area
  • Identify improvements to existing systems/products & opportunities for new products & services. Sell value-added products or services to existing accounts
  • Work with internal departments to ensure a high level of support for the client
  • Manage communications with lines of business partners to ensure a unified account management strategy with client base
  • Create and maintain a development plan for each account outlining key dates, opportunities and threats which will be presented internally to the European Leadership team on a quarterly basis
  • Knowledge of a similar industry although knowledge of e-commerce payments, bankcard sales or support is preferred
  • Knowledge of computer software systems including word processing & spreadsheets with previous use of CRM tools to record client communication and activities being a distinct advantage
  • Ability to provide professional & interpersonal communication both verbally & in writing with client & internal contacts
  • Proven ability to enhance revenue & market share through effective use of relationship management skills
  • Must have proven relationship building skills
  • Must have strong organizational skills with ability to multi-task
3

Global Commercial Card Senior Relationship Manager Resume Examples & Samples

  • Develop and maintain an exceptional team of Relationship Managers that provide GCC client’s with a seamless, integrated and empowering service experience
  • Redefine the process and practice of Relationship Management within the CB GCC space
  • Become a "Trusted Advisor" in the eye of the staff and clients with whom you engage
  • Demonstrate exceptional leadership, follow-up and project management skills
  • Bachelor's degree, MBA strongly preferred
  • 10 years of experience in Relationship Management (Commercial Card industry preferred) with an in-depth understanding of the global travelexpense management industry with specific experience related to paymentand reconciliations, policies and regulations, analyzing quantitative and qualitative gaps for improvement
  • Demonstrated commitment to providing an exceptionalclient experience with measurable results that demonstrate quality client care and the ability to proactively build relationships and trust with clients
  • Excellent communication skills with experience presenting to C-Level executives
4

Senior Relationship Manager Resume Examples & Samples

  • Act as key liaison between the Payment Networks, merchant partners and Chase internal cross-functional teams
  • Serves as the first point of escalation for the client and manages/controls liability related items
  • Manage partner relationships by assuming responsibility for operational, contractual and financial performance
  • Responsible for business case development for product and service initiatives
  • Manage the administration of the monthly revenue share reporting, metrics and reconcilement programs
  • Focused on strengthening relationships across all relationship support departments (i.e. accounting, finance, customer service, marketing, training, etc.) within Chase divisions while ensuring a high level of support for clients
  • Identifies improvements on existing systems/products, and opportunities for new products and services, and leads requirements creation for same
  • Create presentations for internal and external business reviews and meetings
  • Manage the creation and implementation of new products and services, and manage approvals for same through all internal Chase Stakeholders
  • Champion marketing and other key initiatives through governance forums
  • Socialize the mobile payments agenda across the organization to foster collaboration, conduct opportunity assessment and build cross-functional awareness
  • Bachelors Degree required , masters preferred
  • 8+ years of related marketing, channel development and analytics experience
  • Direct marketing, customer communications, and campaign management experience across traditional and digital channels
  • Highly Inquisitive yet focused on delivering results
  • Strong project management, multi-tasking, and leadership skills with sharp attention to detail
  • Strong communication skills, both written and oral, with the ability to present information clearly and professionally
  • Ability to work in a fast-paced, demanding environment balancing multiple tasks
5

Senior Relationship Manager Resume Examples & Samples

  • Build and own strong business relationships with a forward looking view of 18 to 24 months
  • Responsible for making substantive recommendations on the IT strategy for the business platform. Decisions will have a significant impact on success/failures of the business both long and short term
  • Responsible for developing new and innovative IT solutions for the business
  • Proactively anticipate business needs and provide guidance and support to impact the direction/strategy
  • Responsible for gathering and submitting business platform requirements to the various Advice Centre Technology teams to determine/recommend required changes to the offered IT Services and plan of record
  • Responsible for strategic planning and prioritization of key projects/initiatives focused on transforming the business
  • Viewed as an IT expert with strong understanding of global technology trends related to contact centres, operations, and collections
  • Develop a strategic roadmap of key areas of focus in order to anticipate business demand and proactively engage partners in order to explore the art of the possible
  • Strong understanding of contact centre infrastructure and applications
  • Knowledge of business performance drivers which include financial, operational and client focused metrics
  • 10-15 years of experience working with business and IT
  • Proven experience in Strategic Planning
  • Successfully and simultaneously managed multiple projects with emphasis on some of the following
  • Accountable for all Advice Centre Technology related initiatives ensuring on time and on budge delivery
  • Provide Leadership and Direction to continually improve efficiency in order to reduce maintenance and development costs for the business
  • Strategic Planning Skills
  • Presentation & Communication Skills
  • Risk Assessment & Quantification methodologies
  • Conflicts and issues resolution and escalation
  • Knowledge of different contact centre applications
  • Knowledge of multiple platforms (both infrastructure and applications)
  • IT Standards, Methodologies, CMM & audit requirements
  • Knowledge of IP based telephony protocol
  • Understanding of SIP based end point technology
  • Business Units strategies, needs and technology
  • Trends in the marketplace/ technology
  • Cross-channel client interaction management
  • RBC HR philosophy, principles, direction, policies & guidelines
  • Talent Management process (recruitment/selection, performance management, performance development/coaching, reward/recognition
  • Workforce and capacity planning
  • Job design and goal setting
  • Organization design
  • LI-KK1
6

Senior Relationship Manager Resume Examples & Samples

  • Ability to travel internationally (20% +)
  • Bachelor degree mandatory in one of the following or closely related fields (Economics, Finance, Business Administration, International business)
  • Excellent client service skills
7

Citi Realty Services Senior Relationship Manager Resume Examples & Samples

  • Bachelor’s degree required; relevant Master’s degree preferred
  • Ten or more years of corporate real estate experience, preferably within a financial services firm or large corporation
  • Demonstrated ability to understand and prioritize client needs, and work effectively with a variety of CRS and CTI teams (Project Managers, Move Coordinators, Asset Managers, Billing Department and Transactors) to deliver solutions
  • Demonstrated leadership skills and focus on achieving results, including the ability to define goals, develop actionable plans and manage work to achieve desired outcomes; a sense of urgency and the ability to foster the same in others. Experience interfacing with senior management and influencing team members across a large, complex organization
  • Exceptional communication and analytical skills, attention to detail, and ability to manage multiple projects simultaneously
  • Previous experience in a Strategy & Planning role with a clear focus on managing projects and communications would be beneficial
8

Senior Relationship Manager Resume Examples & Samples

  • Convert high net worth prospects into clients by identifying customer needs and selling appropriate services according to Company policies, Know Your Customer and external regulations. Coordinate customer interactions with other parts of the Company as required
  • Identify credit opportunities and support the process through a customized interface, structure negotiations and final approval
  • Ensure completeness and compliance of all documentation for new and existing relationships to protect Company and customer interests
  • Support the Company’s Diversity programs. Ensure compliance monitoring is in place, including processes for management of operational risk, in accordance with HSBC and regulatory standards
  • Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually
  • Bachelors degree in business, related field or equivalent experience including a Juris doctorate (law) degree and advanced credit training
  • Certified Public Accountant (CPA), Certified Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation or equivalent experience is preferred
  • Deep, strong network and client following
  • Series 7 and 63 or 66 (for employees located in New York) are required
9

Business Banking Senior Relationship Manager Resume Examples & Samples

  • Typically manages the largest, most complex book of relationships
  • Satisfy and exceed customer needs and expectations
  • Responsible for development of total relationship
  • Commercial loans – including but not limited to credit assessment /approval / quality / documentation
  • Develops relationship plans for customers and prospects that provide solutions for cash management and a wide range of non-lending products and services
  • Developing sound, profitable relationships
  • Credit and Cash Management
  • Interviews customers, prospects, specialized and/ or professional loan applications, describing all loan products, loan options, rates, terms, and collateral requirements
  • Analyzes financial and related data to determine the needs of the customer for proper structuring of the bank’s products and services
  • Evaluates and structures loan request, determining appropriate documentation for approved loans
  • Negotiates terms under which credit and cash management services will be extended, including costs, repayment method, and collateral requirements
  • Approves loans up to pre-authorized limits
  • Ensures that extension of credit and delivery of cash management services is in accordance with corporate polices, pricing guidelines and portfolio considerations
  • Ensures adequate documentation is in place for loans and cash management
  • Responsible for complete and accurate records
  • Develops new business by contacting customers, prospects, and key referral sources
  • Cross-solves by providing advise on business management and other financial matters
  • Sells broad product and service suite - commercial credit, letters of credit, cash management, trust, investment, and wealth transfer services
  • Speaks on behalf of bank out in the community with public officials, non-for-profits, and other professional groups
  • Calls on select prospects for development of new relationships
  • Participates and provides leadership in Bank and community activities – charitable, civic, and social organizations
  • Responsible for increasing the Bank’s visibility within defined markets
  • Develops, coaches, and train staff
  • Performs additional duties as assigned
  • 10 –15 years experience within business banking with demonstrated advanced understanding in handling of business banking relationships (credit and cash management)
  • Strong financial analytics
  • Excellent written and communication skill
  • Advanced negotiation skills
10

VP, Senior Relationship Manager Resume Examples & Samples

  • Provides superior communication and service to clients, ensuring a continual interaction that promotes trust and client retention
  • Cultivates, manages and builds long-term, trusting and professional relationships with Wealth Management clients, serving as their primary point of contact
  • Contributes positively to the Wealth Management assets under management through client retention and accumulation of additional assets from existing clients
  • Evaluates, discusses and documents each client’s investment objectives, goals, expectations and risk tolerance
  • Develops and monitors asset allocation, financial strategies and investment policies that meet client objectives
  • Proactively communicates Calamos’ market outlook and expectations for our strategies
  • Prepares and presents investment recommendations via phone or in person
  • Skillfully communicates the firm’s investment philosophy and process to potential investors and existing clients
  • Approximately 25% of time will be spent on travel to visit clients and prospects
  • Develops and maintains HNW referral opportunities by serving as a resource to client’s other advisors such as attorneys and CPA’s
  • Reports activities, opportunities and accomplishments on a regular basis within the CRM system
  • Attends seminars and client functions to promote the firm’s capabilities
  • Develops new ideas for proactive business development in the high net worth category
  • Participates in industry groups and non-profit events to expand networking opportunities and increase firm visibility
  • Bachelor’s degree is required in business or other related discipline. MBA preferred
  • FINRA Series 7 and 65 licenses required. CFP or other related certification preferred
  • 15+ years investment industry experience with a focus in the high-net-worth marketplace
  • Must have outstanding written and verbal communication skills and an excellent client service aptitude and attitude. Including excellent presentation and interpersonal skills
  • Must have comprehensive industry and product knowledge
  • Must have ability to counsel/advise sophisticated investors in all areas of high net worth services
  • Must be able to work well in a team environment with the ability to learn new tasks quickly
  • PC Skills in Microsoft Excel, Word, PowerPoint and CRM and client account database applications
11

Senior Relationship Manager Middle Market Resume Examples & Samples

  • Proven track record of prospecting new business and enhancing existing relationships in the San Francisco and/or San Jose market
  • Ability to understand and interpret financial statements, especially cash flow statements
  • Highly desirable to have active networking contacts and centers of influence established in the San Francisco and/or San Jose market
12

International Senior Relationship Manager Resume Examples & Samples

  • Fully Bilingual (Spanish or Portuguese)
  • Minimum of 2 years recent work experience in recent financial advisory role from wealth management, banking firm
  • Series 7 and 66 (or equivalent) is strongly preferred
  • Ability to travel internationally (20% )
  • Ability to handle client concerns with tact and professionalism
13

Senior Relationship Manager Resume Examples & Samples

  • Manage approximately 65 external asset manager relationships
  • Establish and maintain rapport with assigned relationships
  • Manage one or more internal Investment Product & Solutions business relationships, to understand key initiatives, procedures and best practices to help optimize the distinct business’ goals by leveraging external partner resources
  • Educate partner firms’ internal and external sales teams on MSWM businesses and Financial Advisor desktop and sales resources
  • Understand business goals and initiatives and provide direction to external partners on how to effectively collaborate with MSWM
  • Conduct, drive and track strategic business planning initiatives between MSWM and external partner firms
  • Develop and maintain top partner firm Business Plans and Executive Summary reports
  • Coordinate product on-boarding for the Consulting Group and Brokerage platforms
  • Provide and enforce sales and marketing policies and procedures
  • Collaborate on group and enterprise projects
  • Prioritize tasks and projects so they are completed in a timely manner
  • Bachelor’s Degree with emphasis on marketing, communications, finance or equivalent experience
  • 5+ years of Wealth Management and / or Asset Management experience
  • Series 7, 63, 65 or 66 preferred. Series 7 completion will be required
  • The successful candidate will demonstrate high personal initiative, the ability to work independently and be a strong team player
  • Client service focused with ability to think strategically and develop innovative ways to optimize partners sales, marketing and training opportunities
  • Detail oriented and highly organized with ability to manage multiple projects in a fast paced environment
  • Effective communication and presentation skills to drive results
14

Senior Relationship Manager Resume Examples & Samples

  • Relevant professional experience of at least 57-8 years
  • Knowledge of financial products & credit risk
  • Strong relationship and communication skills
  • Excellent understanding of macroeconomics
  • Strong modeling skills, advanced Excel user
15

Senior Relationship Manager & Head of Bank National Accounts Team Resume Examples & Samples

  • Lead a team of five RMs (soon to be seven) to drive superior business results through bank clients. Hire, motivate, and retain superior relationship management talent
  • Directly cover selected major Banks, placing products on platforms, delivering innovative solutions, partnering with field leadership to drive sales, directing promotional activity and delivering the best of BlackRock thought leadership and risk analytics
  • Build deep relationships with senior management at client firms, including C-suite, CIOs, Research, platform managers, sales, marketing and field leaders
  • Demonstrate strong knowledge of Mutual Funds, ETFs, SMAs & Alternatives
  • Develop and implement account strategy for the largest firms; advocate within BlackRock
  • Play a leadership role both within the USWA National Accounts team and the BWM business
  • Coordinate globally across BlackRock for global “Platinum” bank enterprise relationships
  • Proven institutional sales skills with a track record of superior sales results
  • Demonstrated ability to build, lead, manage and inspire a high performing team
  • Excellent client relationship and business development skills
  • Commercial individual with strong negotiating skills (e.g. revenue sharing, sponsorships)
  • Strategic thought leader able to build and implement impactful business plans
  • Collegial team player willing to partner with multiple specialist teams; humble, comfortable with ambiguity, and not overly concerned with credit
  • Strong oral and written communication skills; intellectual ability and interpersonal skills to establish his/her credibility with senior managers internally and externally
  • Strong work ethic and professional demeanor
16

Senior Relationship Manager Resume Examples & Samples

  • At least 10 years of relationship management experience in the banking sector
  • Proven track record in asset gathering, asset growth and revenue generation
  • Ability to provide strong financial and statistical analysis
  • Excellent understanding of financial markets and products
17

Senior Relationship Manager Resume Examples & Samples

  • Involvement in navigating the organization for our clients and resolving client escalationsQualifications
  • Existing institutional/PB client relationships with Top Tier global markets accounts (same for all houses)
  • Be known by our institutional clients
  • Comprehensive understanding of operational flows and best practices for both Securities and OTC products
  • Proactive ability to drive results for client and internal business lines
  • Strong communicator, ability to interact at senior levels
  • Knowledge of global markets operations across products, regions and markets
  • Ability to navigate a complex organization and advocate on the client’s behalf
  • Strong analytical skills – ability to synthesize data on operational and client performance to facilitate dialogue on process improvement opportunities
  • Driver of change in support of embedding a client service culture in GMO&MO
  • Self-starter, able to work independently and able to cope with ambiguity and competing priorities
  • Ability to influence at all levels without direct authority
18

Senior Relationship Manager Resume Examples & Samples

  • Business vision, understanding of priorities, respect of procedures and legal environment
  • Compliance and risk awareness
  • Management and communication skills
  • Efficient partnership with senior management as well as other join-up business groups
  • AUM between USD 50MM and USD 1,000MM
  • Proficient in spanish
19

GSG Senior Relationship Manager Resume Examples & Samples

  • Manage a portfolio of RAM clients to deliver new origination, resulting in net new revenues for Citi by expanding the wallet penetration through cross-sell of the ICG product platform, while protecting existing revenue streams. Have full accountability for the entire wallet of the client
  • Design and deliver innovative GTS and Non-GTS solutions to help the clients manage their regional balance sheets, working capital and supply chain activity to meet their corporate goals
  • Ensure we are fully connected with all Global Banking compliance and risk management policies. Manage credit allocations as required
  • Improve knowledge of Clients' needs from information sharing, and regular face-to-face client calling program. Manage sales cycle for personal deals and as needed be directly involved in negotiations
  • Become a true trusted advisor to local CFOs / Treasurers. Identify & anticipate structured / corporate finance, as well as GTS solutions to meet the requirements of the clients
  • Enhance collaboration across all product and customer groups. Partner with all product specialists to drive overall client satisfaction, build client loyalty, and respond to client escalation issues
  • Manage client’s expectations and effectively engage in difficult discussions with clients
  • In-depth understanding of Banking products: Loans, FX, Derivatives, Cash Management, Trade
  • Solid knowledge of Corporate and Structured Finance, Capital Markets & Advisory
  • Proven knowledge of industry sectors
  • Knowledge of accounting, legal and compliance principles and procedures relating to the role
  • Being a Credit Officer – a plus
  • Strong leadership skills and commercial instincts
  • Analytical skills: assimilating new information with ease and relating it to the needs of the clients
  • Fast learner and has the ability to apply new products or services quickly and effectively
  • Self motivated, highly ambitious and goal oriented with a track record of consistent revenue generation
20

Senior Relationship Manager Resume Examples & Samples

  • People management
  • Communication and presentation
  • Business management
  • Management of performance
  • Cultural and change management
  • Team working – building and developing high performance
21

Senior Relationship Manager Resume Examples & Samples

  • To identify and exploit revenue opportunities (credit or otherwise) from assigned FI clients by marketing the bank’s products and services. FI clients currently are the major banks in The State of Kuwait
  • To work actively and efficiently with various global and local product groups within Citi to sell their products to the Kuwaiti FI segment. Requires active involvement with the following product groups: Debt Capital Markets, Correspondent Banking, Trade, Markets Products
  • To work closely with Citi Islamic Investment Bank to cater to the islamic/sharia based financial institutions in Kuwait
  • Effectively co-ordinate with other Citibank branches across the world for their dealings with these relationships
  • To initiate, maintain and monitor credit transactions with the bank’s existing and new FI customers, including preparation of indepth Industry Credit Reviews, Stress Tests, Credit Approval memos, financial models etc
  • To proactively manage the bank’s exposure pertaining to FI accounts and ensure that it is appropriately labelled and controlled in line with the bank’s credit process
  • To assist the Corporate Banking Head and Regional FI Head in planning and monitoring the group’s strategic objectives and revenue plan
  • To adhere to all relevant bank policies, procedures, and KYC requirements at the highest standards
  • To act as a contact point for FI clients and deal with client needs
  • To develop and enhance relationships at senior levels within the existing and prospective customer base and other important members of the business circles
  • To have timely access to market information
  • 5-10 years in banking / FI industry
  • Strong understanding of financial markets
  • Financial Modelling
  • Basic Legal Documentation
  • Masters in business discipline
22

Senior Relationship Manager Resume Examples & Samples

  • Expert application of all phases of the sales cycle, including the ability to close the sale
  • Well-developed leadership skills, including the ability to increase organizational capability through coaching and mentoring of more junior Relationship Managers
  • Frequent independent interaction with Executive level Management team members
  • 10 or more years of institutional consultative sales and client relationship management experience
  • Demonstrated technical expertise of financial products/services and the features/benefits of TIAA-CREF (or like) products and services
  • Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan
  • Design for our institutions. Able to assist client's outside counsel and/or legal counsel on plan design as applicable. Knowledge of defined benefit plans as they relate to TIAA-CREF's business
  • Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications
23

VP, Senior Relationship Manager Resume Examples & Samples

  • (50%) Client Retention
  • BA/BS in finance, economics, or business related studies required
  • Knowledge of investment analytics, attribution and risk management systems required
  • Minimum 15 years of experience in sales/relationship management
  • Demonstrated track record of business growth
  • Team player and client centric
24

Senior Relationship Manager Russian Desk Resume Examples & Samples

  • Strong Client Relationship Manager skills, along with the ability to hunt and develop new business for the private bank, are essential
  • Growth driven - Set goals and prioritize activities to maximize business growth and client satisfaction
  • Fluency in English and Russian – Any additional language will be considered as an asset
  • Minimum 7-10 work experience with at least 5 years in a relationship role preferably in a client Advisory role
25

Senior Relationship Manager Resume Examples & Samples

  • Communication: speaks clearly and effectively, is thoughtful, persuasive; writes clearly and informatively; varies writing style to meet client needs.2 of 2
  • Business acumen: understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals and performance objectives
  • Negotiation skills: must be a superior and personable negotiator
  • Judgment: exhibits sound and accurate judgment; can clearly explain reasoning for decisions; includes appropriate people in decision-making process; demonstrates persistence and overcomes obstacles; takes calculated risks within bank tolerance to accomplish goals
  • Professionalism: reacts well under pressure; treats others with respect and consideration; accepts responsibility for own actions; follows through on commitments, able to present concise arguments, can disagree and accept disagreement without undue emotion or resorting to personal attacks
  • Problem solving: identifies and resolves problems in a timely manner; works with others to solve complex issues
  • Customer service: responds efficiently and cordially to requests for service and assistance within bank customer service standards; meets commitments
  • Dependability: completes tasks on time; takes responsibility for own actions; can be relied upon
  • Teamwork: promotes team goals over individual accomplishment; provides assistance and guidance to other team members; participates in team activities
26

Senior Relationship Manager Resume Examples & Samples

  • Heavy investment banking skill set
  • Knowledge, skills, and leadership characteristics
  • Strong understanding of sales organizations and sales processes
  • Able to drive integration among multiple partners and functions
  • Able to influence and provide thought leadership across multiple businesses
  • Demonstrates sound judgment and acts with speed - able to achieve results quickly
  • Complex problem resolution abilities
  • Communicates crisply and candidly
  • Series 7, 24 licensed
27

Senior Relationship Manager Resume Examples & Samples

  • Parent Account Manager functions for the designed Corporate Clients
  • Portfolio & regional account management of certain corporates and financial instructions
  • Domestic and cross border coverage of business as above, which relates to Japanese corporate
  • Originating & executing of Cash Management products, Corporate Lending, Trade & Project Finance and other products of in concert with product department concerned
  • Over 10years experiences in (international) financial institutions
  • Native level Japanese, business Level English (Returnee or graduate from foreign university is preferable)
  • Proficient in MS Office applications
  • Strong team player with good interpersonal skills
  • Quick action/response with hands-on approach
  • Previous coverage of sectors such as TMT, Trading Companies, or Automotive
28

Government Banking Senior Relationship Manager Resume Examples & Samples

  • Retains and expands relationships with existing customers
  • Resolves customer problems and acts as a liaison with other departments, divisions and subsidiaries in managing the customer's relationship with the bank
  • Manages overall customer and portfolio profitability
  • Develops and implements relationship strategies for building deeper relationships by satisfying customer needs through a full array of loan, deposit, cash management, asset management, investment and other appropriate bank products and services
  • 10 or more year's experience in banking or financial services
  • Public Sector, Municipal, Non Profit or University/Schools client relationship experience preferred
29

Learning & Development Senior Relationship Manager Global Markets Resume Examples & Samples

  • Develops and executes learning and development strategy including: design and development of Global Market curriculum (One Markets) which includes the assessment and reengineering of existing programs, analysis of gaps and development of a platform that will provide training and development opportunities throughout various career stages and levels
  • Works with the business leadership team to insure learning solutions and programs support business drivers and targets
  • Provides management and consulting services in the area of organizational effectiveness and business performance improvement
  • Maintains and ensure accuracy of all L&D related information (i.e. website info, participation, cancellation rates etc.)
  • Experience in large, matrixes and multinational organizations is preferred
30

Senior Relationship Manager Resume Examples & Samples

  • Minimum 7- 9 years of financial services, commercial real estate finance, and/or project development related experience
  • Established business development skills, sales negotiation, and experienced at meeting targeted sales goals
  • Confirmed superior client relationship and internal partnering skills
  • Ability to solve internal obstacles, find resolution, provides coaching and mentoring to others within an organization
31

Senior Relationship Manager Resume Examples & Samples

  • 5+ years providing financial expertise and solutions in the area of Low Income Tax Credits
  • Experience in real estate lending or tax credit investing focused on project financing
  • Basic understanding of affordable housing underwriting for FNMA, FHLMC, and FHA
32

Senior Relationship Manager Commercial Banking Resume Examples & Samples

  • Good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and registered/licensed with the “Nationwide Mortgage Licensing System and Registry” required; or ability to be registered under the Safe Act required
  • Good understanding of commercial credit policies and procedures
  • LI-MM1
33

Senior Relationship Manager Resume Examples & Samples

  • Minimum 5 years of experience in International Trade Banking
  • Minimum 8 years of banking experience
  • Bachelor’s degree
  • Thorough working knowledge of trade finance products including import/export finance and emerging products. Supply chain finance experience preferred
  • Experience with client presentation, sales, negotiation, working with compliance and legal, deal structuring, and credit underwriting
  • Completion of major bank credit training program or commensurate credit analysis experience
  • Experience with overseas business travel desired but not required
  • Expected to mentor and encourage junior colleagues and interns
  • Be able to present a professional introduction to CNB, understand the bank’s value proposition, be effective in internally telling our group’s story
  • Proficient with all Microsoft Office products
  • Skills to effectively manage other colleagues would be helpful
  • Mandarin or Spanish fluency is preferred
  • LI-KB1
34

GZ Ttlc Senior Relationship Manager Resume Examples & Samples

  • Minimum 3-5 years in corporate banking and client relationship management
  • Able to work independently when needed
  • Good understanding of corporate banking products
  • Good credit sense, judgement and essential risk analytic skills
35

Senior Relationship Manager Resume Examples & Samples

  • Bachelor's degree with emphasis in Business Administration, Finance, Economics
  • Series 7 and 66 Licenses are required. If not currently holding the Series 7 and 66 licenses, the licenses must be acquired within six months of hire date
  • Professional Certification (CFP) or other wealth management related professional licenses/certifications beneficial
36

Vested Interest Senior Relationship Manager Resume Examples & Samples

  • Fifteen to twenty years of experience working with employee benefit plans with a specialization in 401K plans
  • Demonstrated communication and presentation skills, understanding of tax and fiduciary law principles, knowledge of ERISA, understanding of investment/markets and the principles associated with analyzing mutual fund and appropriateness in retirement plans
  • Bachelors Degree required with ASPPA and/or CIMA certifications preferred
  • Must have an understanding of investments and the principles associated with analyzing mutual funds and their appropriateness in retirement plans
  • The ability to comprehend legal and federal regulatory documents needed
  • Demonstrated interpersonal skills, including positive attitude, self-confidence, listening and team building abilities
37

Premium Elite Senior Relationship Manager Required Series Resume Examples & Samples

  • Series 9 & 10 preferred; if not currently held MUST be obtained within 120 days of start date
  • Sound decision making skills with ability to manage risk and overall client experience
  • Minimum two years of investment, trading and brokerage experience preferred
38

Senior Relationship Manager D E Resume Examples & Samples

  • Bachelor’s degree or in lieu of a bachelor’s, four years relevant work experience
  • Seven years of commercial portfolio management experience or related experience
  • Current experience in the position’s geographic region
39

Senior Relationship Manager, Citi Resume Examples & Samples

  • Manage Citi at Work relationships with portfolio of 100 large GSG, ICG, TTLC and CCB companies with combined employee strength of ~20,000 employees
  • Acquire new corporate clients and expand the market for Citi at Work channel
  • Work with a team of Assistant Sales Managers, Relationship Specialists & Relationship Officers
  • Perform leadership role and work with the team to deliver targets as agreed with the Citi at Work Head
  • Maintain high level of customer service & focus on deepening existing relationships through strong engagement process with CAW clients and Corporate Relationship teams
  • Achieve strong penetration in the top management of CAW relationships to create loyalty to Citi as well as business openings. Refer high profile customers for Wealth Management solutions
  • Provide a comprehensive, multi-product banking solution to companies for their employees including payroll linked bank accounts, credit cards, loans, insurance products etc
  • Responsible for meeting / exceeding targets as agreed with Citi at Work Head. Plan and implement sales strategies with the team to achieve targets
  • Drive micromarketing and customer engagement activities in given portfolio of companies e.g. client seminars etc
  • Build a sales culture which becomes a benchmark in terms of meritocracy, diversity and adherence to Citi policies
  • Develop customized packages and processes for companies to drive bulk sourcing
  • Work closely with Sales Support and CIU for smooth functioning/ flow of applications and processes
  • Keep an eye on the competition and provide timely feedback to key stakeholders/ decision markers
  • Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team
  • Timely and comprehensive communication of any issues / potential threats to senior management
  • Drive compliance and control initiatives. Ensure full adherence to all internal policies and procedures and external legal and regulatory requirements
  • Ensure that portfolio growth is within established risk framework
  • Directly manage a team of Relationship Specialists and Officers as per business requirements
  • Corporate Relationship management experience
  • End-to-end sales force management
  • Opportunity to develop cross-functional expertise with exposure to Asset Sales, Credit, Operations, Branch Banking & Wealth Management
  • Knowledge of best practices in the industry and around the globe
  • 5 – 7 years of corporate relationship management and sales experience
  • Proven performance in Sales and Customer service
  • Experience in dealing with Senior Management of companies
  • Possess good interpersonal skills, and excellent written/spoken communication skills
  • Track record of outstanding individual sales performance and/or overall business performance
  • Strong leader and passionate for sales
  • Graduate, MBA preferred
  • English mandatory; Multi-lingual preferred
40

Senior Relationship Manager Asset Servicing Uhnw Resume Examples & Samples

  • Understanding client value chain, structure and processes to identify potential opportunities and risks for the client as well as UBS with the aim of pro-actively proposing infrastructure/setup changes
  • Actively following client-relevant industry and regulatory developments and understanding potential impacts for client
  • Pro-actively discussing relevant developments with clients to establish competent advisory relationship and foster partnership
  • Support clients in interpreting reports to optimize investment control and provide relevant advisory and consultancy
  • Supervise adherence to service level agreements and fees / prices
  • Coordinate actively the internal and external stakeholders and act as a port of escalation regarding AS-Services
  • In command of a level of seniority which enables him or her to deal credibly with GFO/UHNW clients and be fully accepted as an appropriate counterpart
  • Proven ability in developing AS solutions for diverse client situations
  • Fluent German would be favourable; excellent communication skills in Englisch
41

Ccb Senior Relationship Manager Resume Examples & Samples

  • Maintain the portfolio to meet revenue target and full satisfaction of the customers. Act as a contact point for the customers product / credit needs,
  • Responsible for own customers portfolio, x-sell and Business development,
  • Prepare credit packages; work closely with Credit team for approvals,
  • Sales, presentation and communication skills,
  • Excellent knowledge of banking products and bank rules,
  • Interpersonal skills needed for coordinating across various departments to deliver a solution to the customer,
  • High level of self-motivation,
  • Flexibility and ability to work under pressure,
  • Strong bargaining abilities,
  • Analytical thinking,
  • Minimum 4 years banking experience
42

CDF Senior Relationship Manager Resume Examples & Samples

  • Direct relationship management of and interface with the OEM key relationship contact in Asia and at various levels of the organization, including credit line planning and increases, structuring of facilities, operational and business issues, review of operational and financial performance, support on systems and program parameters and other day-to-day or structural requirements
  • Earn and build trust with local CDF platforms and OEM to achieve strong VOC (voice of the customer) / customer satisfaction
  • Maintain regular visit and calling rhythm with local platforms and the OEM, including leading a quarterly regional strategic review meeting
  • Interface with COE and CDF businesses globally to deliver a consistent offering across Asia-Pacific and globally
  • Interface with COE and Risk to structure facilities and increase lines as necessary to support the OEM’s sales and drive growth for GE while ensuring compliance with GE risk policies and credit decisions
  • Manage Key Regional Accounts
  • Interface with GE Leadership, the COE in Hong Kong, marketing, risk and functional partners within GE Capital on all matters relating to the expansion of the program in either products or markets
  • Interface with credit insurers and other credit enhancers as required for credit line increase and renewal
  • Rapidly gain a comprehensive, detailed and in-depth knowledge of the program, risk policies, systems, partners, etc to be able to effectively support partners, interact with the OEM, GE functions, solve issues rapidly and provide delivery consistency with other GE CDF teams across the region
  • Develop data to manage the OEM and local partner relationships with metrics
  • Endeavour to add new partners to the program
  • Lead the identification, development, and delivery of new programs, products and services to support relationship business objectives or expand CDF in the country or across the region
  • Bachelor’s degree and 8 years of customer-facing experience in financial services
  • Minimum of 7 years of origination, relationship management or program management experience, in the fields of structured finance, factoring, commercial finance, equipment leasing, corporate lending or similar functions
  • Knowledge of credit / risk underwriting processes and financial analysis
  • Strong leadership, presentation, negotiation, and communication skills
  • Self-motivated, goal-oriented and result-oriented
  • Team player, able to work with HK and Shanghai COE, GECI, functions and other countries
  • Multi-lingual fluency in English and Asian languages, written and verbal, preferred
  • Team player – needing to work with & coordinate GECC personnel in multiple time zones
  • Credible – internally with GECA salesforce & externally when presenting to customers
  • Knowledge – robust knowledge of GFS capabilities, viewed as global expert for GECA
  • Organization – ability to manage transactions with diverse, global teams
  • Self-Starter – ability to manage day-to-day activities & long term sales strategies while working remote from GFS headquarters
43

Senior Relationship Manager Resume Examples & Samples

  • Participate in a formal call program to develop referrals for loan, deposit and fee based businesses
  • Obtain referrals of franchisees ranging from $500M-$250MM in revenues that are seeking loan and/or deposit relationships. Participate in educating existing salesforce in Franchise Industry market trends
  • Manage and retain relationships with targeted Franchisors. Work closely with internal relationship managers and product partners to deliver the best client experience
  • May coach/mentor junior relationship managers and also educate colleagues on Franchise Industry trends and metrics
  • Minimum of seven years Commercial/National proven business development and portfolio management experience
  • Ability to travel throughout M & T Footprint
  • Franchise Industry Experience preferred
  • Financial analysis and knowledge of banking credit principals
  • Strong business planning and training skills
44

Senior Relationship Manager Automotive Coverage Resume Examples & Samples

  • The Senior Relationship Manager is in charge of managing and developing a client’s portfolio, participating in the Team’s organization and ensuring appropriate administrative support
  • Provides full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services
  • Co-operates with platform manager to clear pending items, improve quality and resolve problems
  • Ensures client’s objectives are met through an appropriate selection of products within the client portfolio
  • Ensures clients are aware of their level of risk
  • Keeps aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations
  • Experience with Automotive clients as Relationship Manager or Product sales
  • Highly developed communication skills for use in direct client contact and problem solving
  • Knowledge of Trade / Structured Trade & ECA a plus
45

Senior Relationship Manager Resume Examples & Samples

  • Overall responsibility for multinational corporate clients assigned, accountable for results, and focusing on value creation
  • Market the full range of the bank's products and act as the bank's representative to the client typically up to Board level
  • Strengthen the strategic dialogue with the client generating / increasing income and market the full range of the bank's products
  • Develop strategic client account plans for each client considering client needs, business potential, and appropriate risk allocation
  • Responsible for the credit quality of the client portfolio
  • Originating, leading, negotiating and closing new transactions in close co-operation with the relevant product specialists
46

Senior Relationship Manager Resume Examples & Samples

  • Overall Service quality objectives
  • Ensure that in branch customer experience is world class through seamless service delivery, minimal wait time & service desk & proactive customer engagement
  • Cross-sell banking products to walk-ins and while calling
  • Processing service request/instructions
  • Attend all required/mandatory trainings
  • Ensure minimal Operations errors
  • Strong client-centric approach
  • Should be compliance and controls centered
  • Cross-sell ability
47

GBM BCM Senior Relationship Manager Resume Examples & Samples

  • Reporting in the Regional Head of BCM, Americas
  • Based at 452 5th Avenue day to day
  • Requirement to facilitate business unit testing from the HSBC contingency sites
  • Regular interfacing with the banks HNAH regional business continuity team
  • Regular interfacing with the IT Service Resilience and Hosting Team
  • Will be responsible for the BCM relationship management of an agreed number of businesses within GBM the US
  • May be required to undertake reviews of GBM Satellite offices across the region
  • May be required to attend external vendor, sector and professional meetings held at third party locations
  • Business continuity experience at a financial institution, preferably covering Trading environment, Investment Banking, Asset Management or Private Banking
  • High degree of self-motivation, creativity, initiative, enthusiasm, tenacity and attention to detail
  • Sound analysis, judgment and decision making skills
  • Ability to work on own and manage priorities
  • Good interpersonal skill
  • Articulate and able to communicate at all levels
  • Good working knowledge of the Microsoft suite of products – especially Excel and SharePoint
  • IT and project management knowledge preferable
  • Knowledge or experience of the Global Banking and Markets business beneficial
48

Senior Relationship Manager Resume Examples & Samples

  • Develop and manage client relationships with Chinese Leasing Institutions, originate and accompany relevant business transactions
  • Promote cross selling and diversification of products
  • Enhance and manage client relationship with Chinese Leasing Institutions, maintain relations on a senior level
  • Market observation, forming opinions regarding current market and product development, explore and identify further business opportunities as well as conduct respective measures for implementation
  • Follow the development of new/relevant regulatory issues in Chinese market
  • Ensure smooth coordination/communication with relevant departments. Coordinate existing and potential account activities with respective account managers from respective business lines
  • Maintain KYC information and documents for Chinese Leasing companies, ensure it is in line with group policy
49

Senior Relationship Manager Resume Examples & Samples

  • Proactively consult to the leadership of GCB businesses to develop a deep understanding of their business goals and objectives, and the required skills and competencies to achieve these
  • Be regarded by client business seniors as an SME and trusted advisor for L&D solutions within all GCB businesses
  • Form close, collaborative and trusted relationships with business leaders and HR seniors within client businesses and the relevant regional and global L&D team members ensuring strong, proactive communication links exist to all stakeholders
  • Standardize the role based curricula for all key relevant roles involving defining competencies required for key roles, then developing role-specific curriculums to build competency for the Asia franchise
  • Develop appropriate L&D solutions in full partnership with relevant stakeholders, leveraging existing solutions where available; development of solutions will only be required after global solutions have been exhausted; where existing solutions are not available, being able to effectively develop and deliver new and innovative solutions that meet the client needs
  • Set standards and direction for high quality implementation; maintain strong communication linkages with Implementation teams (LBTs and Customer Franchise Heads) to ensure alignment to strategy
  • Represent Asia region on global project teams, effectively communicating the requirements of the region, whilst accommodating global requirements
  • Leadership, development and coaching of a team
  • Effective management of external vendors, costs and standards in line with company expectations and budgets
  • Execution and relationship excellence; strategic input
  • Sound understanding of GCB businesses, goals and objectives so as to engender high credibility
  • Excellent consulting skills and able to ask the right questions so as to clearly understand the client’s needs and issues
  • Demonstrated experience in learning needs analysis, in addition to the diagnosis, analysis, design and implementation of learning and development solutions in a multi-geography context
  • Demonstrated facilitation skills and expertise in applying adult learning principles
  • Solid understanding of L&D offerings in the local/regional/global, internal/external context, and the resultant judgement to know the most appropriate solution to offer the client
  • Experienced in the evaluation of L&D initiatives
  • Leadership and management skills, coaching teams and individuals to high performance
  • Good knowledge of GCB business structure and priorities (local, regional and international)
  • Sound understanding of the business strategy of the GCB client groups serviced
  • Thorough understanding of company global policies and processes related to L&D in GCB
  • Must have strong network with country/regional/global L&D professionals
  • Personal Attributes/Interpersonal Skills
  • Outstanding relationship skills so as to enable the development of productive and trusted relationships with GCB business leaders, in addition to colleagues within HR and L&D regionally and globally, and relevant external partners
  • Accountability and execution - consistently operating at high standards of quality and accuracy within required timeframes; ensures decisions are made and outcomes delivered
  • Analysis and decision making – able to identify and understand the primary issues, problems and opportunities and develop appropriate solutions
  • Self-starter, positive, energetic and able to prioritize and act upon the important issues whilst keeping communication channels open to relevant stakeholders
  • Supervisory and leadership skills expected at the MOO level
  • Higher education degree in an appropriate discipline
  • Minimum of 8-10 years experience in HR/L&D with significant exposure to working within large global matrixed organizations
50

Senior Relationship Manager SME Coverage Commercial Banking Resume Examples & Samples

  • To act as liaison bridge between Corporate clients and Asia Pacific branches
  • Responsible for a variety of clients, Small to Mid-Sized Japanese Enterprises belonging to a diversified industries portfolio
  • Exposure to corporate and syndicated loans, global markets, transaction banking
  • MS skills- PowerPoint, excel
  • Knowledge of an additional Asian language is a plus
51

Senior Relationship Manager Resume Examples & Samples

  • To identify and exploit revenue opportunities (credit or otherwise) from assigned FI and PSG clients by marketing the bank’s products and services. FI clients currently are the major banks in The State of Kuwait while we cover some of the largest PSG clients as well
  • To work actively and efficiently with various global and local product groups within Citi to sell their products to the Kuwaiti FI and PSG segment. Requires active involvement with the following product groups: Debt Capital Markets, Correspondent Banking, Trade, Markets Products
  • To work closely with Citi Islamic Investment Bank to cater to the Islamic/sharia based financial institutions in Kuwait
  • To initiate, maintain and monitor credit transactions with the bank’s existing and new FI and PSG customers, including preparation of in depth Industry Credit Reviews, Stress Tests, Credit Approval memos, financial models etc
  • To proactively manage the bank’s exposure pertaining to FI and PSG accounts and ensure that it is appropriately labeled and controlled in line with the bank’s credit process
  • To assist the Corporate Banking Head and Regional FI and PSG Head in planning and monitoring the group’s strategic objectives and revenue plan
  • To act as a contact point for FI and PSG clients and deal with client needs
52

Senior Relationship Manager Equipment Finance Resume Examples & Samples

  • Acquires profitable good quality and profitable equipment finance and lease transactions for Scotia Leasing by
  • Superior credit skills and significant credit experience including equipment finance and leasing
  • Superior risk assessment and analysis skills
  • Superior accounting and financial analysis skills
  • Superior deal structuring skills
  • Ability to articulate strategies, build solid business cases, rational and justification for deals
  • Good negotiation and problem resolution skills
  • Superior interpersonal and teamwork skills
  • Good communication skills (oral & written)
53

Senior Relationship Manager Resume Examples & Samples

  • Reviews individual client relationships to determine the banking, trust and investment needs of clients; anticipates and creates opportunities for enhancing these client relationships
  • Places emphasis on relationship building and participates in development of new solutions to client needs, brings in experts when appropriate, and closes the sale. Ensures smooth delivery of new services and communicates emerging needs
  • Initiates regular, ongoing dialogue with clients and clients' advisors. Counsels clients on emerging financial/industry issues, new bank products and services, regulatory tax changes and general environment. Discusses impact on client's activities and the banks services
  • Manages client profitability. Understands competitive environment and anticipates opportunities. Develops pricing strategies and works with team to enhance profitability
  • Coordinates/leads Northern Trust wide relationship reviews in order to develop client-specific strategic relationship plans and assess progress in meeting the goals set forth in the plans
  • Interacts with and involves bank senior management in reporting client servicing activities/issues. Provides management with defined reports highlighting client profitability, contribution and any servicing gaps. Escalates issues appropriately
  • Provides input regarding team members' performance with respect to their overall contribution to team results
  • Participates in new business efforts and defined prospecting within a given marketplace
  • 10 - 15 years of experience in relationship management, new business development and client servicing with significant exposure to banking/credit underwriting, trust/asset servicing and investments
54

CCO Senior Relationship Manager Resume Examples & Samples

  • Develops and executes learning and development strategy including: design and development of Citi Country Officer curriculum which includes the assessment and reengineering of existing programs, analysis of gaps and development of a platform that will provide training and development opportunities throughout various career stages and levels
  • Develops and implements consistent methods and metrics to measure the effectiveness of training (i.e., strategies to measure return on investment)
  • Continuously updates and enhances existing programs taking into account new delivery methods and solutions
  • Assist in all performance management process activities
  • Represents the business on applicable corporate-wide training initiatives. (i.e. leadership programs, compliance requirements, etc.)
  • Proactively collaborates with the regional L&D teams and partners with all global colleagues responsible for Markets learning and development
  • Collaborates with Human Resource Generalists, Compensation, Staffing & Recruiting, Talent Planning and Diversity
  • Leads and manages a team of L&D professionals
  • Breadth of experience in needs assessments, instructional design, delivery for multiple modalities (e.g., classroom, self-paced, virtual)
  • Experience in leadership, high potential and business training
55

Senior Relationship Manager, LC Resume Examples & Samples

  • This role's key responsibility is for business development with a designated portfolio of client relationships, as well as identification of cross-selling opportunities across the full range of the Bank's offering of financial markets products, commercial banking products and corporate finance advisory
  • You will also develop in-depth understanding of client's business, strategies and banking needs in order to position the bank to provide relevant its products to the client
  • Besides, one of the key responsibilities is to drive, develop and lead the effective implementation of the Bank's business strategies and policies to achieve financial and business objectives while ensuring sound and prudent business management in accordance with statutory, regulatory and Group governance requirements
  • Finally, as the local expert, you will also take all matters relating to the clients, including market and regulatory developments, credit changes, social and political status, and interpreting and sharing this information internally
56

Senior Relationship Manager Resume Examples & Samples

  • Knowledge of securities industry regulatory requirements
  • General knowledge of the financial intermediary markets, broker dealers, banks, trust companies
  • Knowledge of the investment advisory business, products and strategies
  • Ability to quickly learn new and utilize multiple internal/external trading systems and platforms
  • Ability to multi-task while maintaining strict attention to detail in a time sensitive environment
  • Ability to work effectively both individually and within a team environment
  • Ability to conduct effective presentations
  • Excellent problem solving skills and big picture thinker
  • Excellent follow up and organizational skills
  • Minimum of 5 years of relationship management, business development, product management or customer service experience required
  • Experience managing territory, budget, and travel required
  • Experience in mutual fund business on the relationship management side preferred
57

Senior Relationship Manager Resume Examples & Samples

  • Bachelor's degree or relevant work experience
  • Minimum of 7 years experience working in retirement services, financial services or similar industry
  • Proven excellent customer service, negotiation and progressive probing skills
  • Knowledge and understanding of Pension Industry (primarily Non-Qualified knowledge a plus)
  • Ability to identify and facilitate issue resolution
  • Proven ability to understand and apply new concepts and products
  • Ability to react to change in a positive and productive manner
58

Senior Relationship Manager, IR Resume Examples & Samples

  • Demonstrated expert relationship management skills at the most senior levels. Track record of developing business through these relationships
  • Expert conflict resolution skills
  • Demonstrated expert knowledge of all TIAA-CREF product and services including Endowments, Planned Giving, TCAM, Kaspick, Trust Services, and Fiduciary Services etc
  • Possesses the knowledge and gravitas to function as a spokesperson for TIAA-CREF at industry events
  • Expert presentations skills
  • Well developed leadership skills, including the ability to increase organizational capability through coaching and mentoring of more junior Relationship Managers
  • Evaluates and implements new initiatives process/workflow improvements and program/policy changes
  • Represents TIAA advocates & representatives to outside groups and associations
  • Works independently and provides guidance to junior staff
  • Demonstrated technical expertise of financial products/services and the features/benefits of TIAA-CREF products and services
  • In-depth expertise of all IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan design for our institutions. Able to assist client's outside counsel and/or legal counsel on plan design as applicable. Knowledge of defined benefit plans as they relate to TIAA-CREF's business
  • Requires resident state insurance license, and non-resident licenses for all states in which the Relationship Manager will sell insurance products within six months of assuming position. Managers will confirm and have documented on file, the specific states/territories in which insurance products will be sold
59

Senior Relationship Manager Resume Examples & Samples

  • PLEASE NOTE THAT THIS POSITION HAS BOTH SALES AND PORTFOLIO RESPONSIBILITIES
  • Monitor and manage existing portfolio companies, including analysis and review of monthly financial statements and forecasted performance as well as staying current on industry trends affecting clients
  • Meet annual new business volume and outstanding goals for loans, deposits and TM products
  • Develop new business by contacting prospects and customers and by cross-selling services
  • Analyze financial and related data to determine general creditworthiness of prospect
  • Evaluate and structure loan requests
  • Negotiate terms under which credit will be extended
  • Ensure adequate loan documentation
  • Review loan due diligence information for completeness and accuracy
  • Ensures proper and accurate disclosures are provided to all applicants within required timeframes; coordinate closing
  • Assure compliance with all regulations
  • Manage team for long term success
60

Senior Relationship Manager Resume Examples & Samples

  • MBA degree or relevant business experience
  • 1 to 3 years C-Level sales and relationship management experience with large public or private sector organizations with annual operating budgets of at least $100 million
  • Expert knowledge of sales cycle, from initial prospecting through closing, with knowledge of the nuances of procuring government business strongly desired
  • Fundamental ability to interpret corporate and other public sector financial statements and reporting
  • Ability to prepare pricing and financial proposals for existing accounts for retention purposes or for new business opportunities
  • Engage Finance team in all pricing proposals that are outside of delegated authority. - Understand fundamentals of purchasing process in large organizations and accounting flow of payables and receivables
  • Strong relationship management skills, with proven results generating business growth
  • Strong sales experience with proven results in a highly consultative environment with a long sales cycle
  • In-depth analytical skills in analyzing the client portfolio and identifying opportunities to enhance usage and increase profitability
  • Exceptional presentation skills in addressing both small and large audiences
  • High proficiency using MS Word, Excel and PowerPoint to complete professional proposals, pricing models, graphs and presentations
  • Experience in contact negotiations with both clients and legal counsel
  • Experience in drafting responses to complex RFPs
  • Experience selling to All Level of Government, K-12 Schools and Higher Education
  • Commercial card or other card experience with American Express, Diners, MasterCard or Visa products and solutions
61

Senior Relationship Manager Dealer Finance Centre Resume Examples & Samples

  • Promotes the development and profitable growth of the Dealer Finance commercial portfolio in the assigned market area by
  • Maintaining an appropriate ongoing sales pipeline
  • Maintaining effective follow-up with existing clients
  • Update client or contact information accurately and in a timely fashion
  • Building and maintaining an awareness of market area and general economic conditions
  • Liaising and utilizing appropriate segment/product specialist to fulfil identified client needs
  • Ensures all aspects of assigned relationships receive ongoing attention, to achieve customer satisfaction as required to maintain, improve,grow and retain the relationship by
  • Liaising with Centre partners for compliance monitoring and reporting actions
  • Partner with internal product specialists
  • Manage a portfolio of assigned clients at an acceptable level of risk by
  • Developing credit proposals for new customers, and reviewing credit reviews in a timely and sufficiently detailed fashion
  • Identifying and resolving deviations from the conditions of authorization
  • Excellent communication, networking and interpersonal skills are essential to this position to ensure a high level of relationship management is maintained
  • Previous Relationship Management experience or Commercial Banking experience is an asset
  • An understanding of Dealer Finance in Canada and a thorough knowledge of their geographic marketplace as well as competitive positioning within the assigned area
  • Good knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model
  • Thorough knowledge of relationship building and teamwork skills
  • Ability to manage customer expectations versus the Banks and mediate solutions between the two
62

Senior Relationship Manager Resume Examples & Samples

  • Manages complex commercial banking credit and cash management client relationships or equipment lease client relationships, and identifies opportunities external to banking in the areas of investment and fiduciary
  • Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
  • Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement
  • Responsible for monitoring and evaluating the credit worthiness of clients and prospects which includes a written document and presentation to loan committee and credit policy to ensure a high quality loan portfolio, (i.e., KNOW YOUR CLIENT)
  • Responds to inquiries from clients and ensures resolution of service or operations problems. Documents call reports to maintain record of problem and resolution
  • Travels regularly to client locations
63

Senior Relationship Manager, Commercial Bkg Resume Examples & Samples

  • In-depth knowledge of finance and relevant business segment specific issues usually acquired through prior lending and financial analysis experience are required to manage client relationships
  • Skills in negotiation, leadership, and sales are necessary to service the client relationship
  • Knowledge of applicable industry laws and regulations usually acquired through prior lending experience or through completion of the lending program is required to evaluate credit risk
  • Analytical skills are required to review credit and make recommendations
  • 7-10 years in financial analysis and client servicing experience, or commercial lending or leasing experience
  • Demonstrated experience in credit underwriting/analysis, oral presentations, sales
64

Senior Relationship Manager CIB Resume Examples & Samples

  • Grow revenue from the portfolio of relationships - having helped dimension the full opportunity
  • Implement calling plans to ensure business development is pursued across the client base
  • Market and execute deals using a coordinated approach to prospecting strategy with relevant Product partners
  • Liaise with Citi’s network to develop the relationships globally and play the team co-ordination role in developing and serving relationships, including the implementation of specialist & Citi Senior calling plans
  • Ensure adherence to the credit and compliance process standards of the Bank
  • Keep up-to-date on developments in the core product set to explore and refer opportunities
  • Work with Global Portfolio Management team to manage the portfolio and individual client risk
  • Lead the deal teams in business development and/or execution activities
  • Take responsibility for core relationships
  • Analyse performance results – interpret and adapt strategy to optimise
  • From time to time serve on governance committees including CCC, ALCO, BRCC, and others
  • Demonstrate an in-depth understanding of risk and broad product expertise
  • Have marketed the full range of financing and transactional products, and been involved in their execution
  • Have been responsible for multi-client coverage
  • Have been responsible for meeting a budget on a portfolio of clients
  • Leadership and management strategies
  • Organizational - Managing business across a large client portfolio with diverse client teams
  • Verbal and Written - Communicating the detail of complex client relationship to a broad range of internal contacts
  • Understanding of bank and client tolerances and negotiate to satisfy both
  • Corporate Banking background
  • University Degree, MA or MBA (beneficial)
  • Minimum of 7-8years of Corporate Banking experience
  • Arabic language skills would be advantageous
65

Senior Relationship Manager Resume Examples & Samples

  • Manage and grow a portfolio of Chinese subsidiary client relationships across the region, with full accountability for the entire ICG wallet
  • Originate opportunities resulting in new net revenues for Citi with adequate returns on capital, through cross-sell of the full range of ICG products. Protect existing revenue streams and acquire new client relationships
  • Develop in partnership with Subsidiary Account Managers, PAMs and product partners a strategic relationship account plan for all regional relationships, based on client priorities and the competitive landscape
  • Communicate regularly with in-country SAMs and Corporate Banking PAMs to ensure alignment with client objectives, and consistency in coverage, services and credit strategy for overall relationship growth
  • Coordinate and supplement sales and marketing efforts of in-country relationship managers and sales teams across the region, travelling to the countries whenever required
  • Organise client events focused on Chinese clients, in collaboration with Citibank China Corporate Bank and Product partners
  • Maintain continuing awareness of and compliance with the bank’s credit policies and regulatory requirements, and maintain the highest standards of risk management in providing credit approvals. Manage regional credit allocations as required
  • Maintain active engagement with decision makers in the client organisation with regular face-to-face meetings and annual relationship reviews
  • Enhance collaboration across all product and customer groups. Work effectively with regional and in-country product partners to structure and sell solutions across the product universe
  • Partner with other parts of the bank to drive overall client satisfaction, build client loyalty, and respond to client escalation issues
  • Knowledge of GTS, FX, Corporate Finance and Credit products is mandatory
  • Proven track record of successful relationship management with senior corporate personal, such as Group Treasury
  • Knowledge of business Mandarin
66

Senior Relationship Manager Commercial Resume Examples & Samples

  • Promotes the development and profitable growth of the Dealer Finance commercial portfolio in the assigned market area
  • Pursues a business development program within the assigned portfolio of Dealers according to agreed upon growth objectives
  • Builds and maintains a market profile in the assigned market area with both internal and external contacts
  • Ensures all aspects of assigned relationships receive ongoing attention, to achieve customer satisfaction as required to maintain, improve, grow and retain the relationship
  • Manage a portfolio of assigned clients at an acceptable level of risk
  • Safeguards the Bank’s assets and liabilities by maintaining the quality of assigned portfolio
  • Excellent networking and interpersonal skills
  • Excellent communication skills (oral and written)
67

Senior Relationship Manager Resume Examples & Samples

  • Manage assigned credit portfolio and take timely credit actions including recommending upgrade/downgrade and increase/decrease in credit exposure
  • Prepare credit review and new proposal package with min. requirement of supervision
  • Manage client relationships to achieve annual business targets by developing strategic account plans, executing daily transactions, promoting cross-selling opportunities and implementing key business initiatives
  • Coach and develop junior team members as appropriate
68

Middle Market Senior Relationship Manager Resume Examples & Samples

  • Proven track record of prospecting new business and enhancing existing relationships in the Amarillo market
  • Series 7, 63 licenses are required for this position. If applicant does not have the series 7, 63 upon hiring he/she will be given 180 days to obtain the proper registrations. Series 7, 63 are preferred, but not required at the time of application
  • Highly desirable to have active networking contacts and Centers of Influence established in the Amarillo area
69

Ccb-senior Relationship Manager Resume Examples & Samples

  • Minimum 10-15 years of business experience with a focus in financial services
  • Strong motivation skills to drive and manage a sales team
  • Have a strong understanding of commercial banking and products
  • Proven ability to deliver results through others and strong influencing skills
  • Degree holder in Business/MBA is a plus
70

Senior Relationship Manager Automotive Finance Resume Examples & Samples

  • Liaising with Centre partners for fulfillment (including annual credit review process, documentation, security registration) and service activities
  • Ensuring all aspects of the lending cycle are monitored, controlled and managed
  • Maintaining adherence to the Bank's KYC policies and guidelines, the Anti-Money Laundering program and Guidelines for Business Conduct, by following and reporting any unusual occurrences or fraudulent activities
  • Strong PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, Lotus notes and other commercial systems and platforms
  • Strong analytical skills are required to assess and identify issues and facilitate presentation of alternatives and solutions
71

Senior Relationship Manager, Middle Market Resume Examples & Samples

  • Follow market trends and developments to increase the bank’s business in established and developing markets
  • Seven years of commercial portfolio management or related commercial banking experience
  • Strong experience in structuring deals and strong credit principles
72

Senior Relationship Manager, Select Market Resume Examples & Samples

  • Demonstrate strategic business skills that drive business towards key goals
  • Coordinates the delivery of services to clients through effective quarterbacking and delivering distinctive value, resulting in measurable total client satisfaction
  • Prioritizes resources appropriately to deliver positive business outcomes
  • Develops and maintains relationships with key influencers/decision makers (presidents and CFO's) at institutions. Utilizes strong conflict resolution skills to maintain strong relationships
  • Excellent executive presence, poise and presentations skills
  • Participation on corporate wide initiatives
  • Minimum 7 years of Defined Contribution institutional consultative sales and client relationship management experience
73

Senior Relationship Manager Shipfinance & Offshore Drilling Latin Resume Examples & Samples

  • Management of the existing Shipfinance portfolio and composition of an offshore portfolio with comprehensive financial advice and banking services for Latin America, providing a 360-degree solution encompassing not only Shipfinance but also offering Private Banking and Investment Banking services. As integral part of the Transportation department, Shipfinance provides finance for merchant vessels and offshore assets on a case-by-case basis. Shipfinance being responsible for the acquisition, negotiations and management of complex transactions
  • Acquisition of shipping as Offshore Drilling companies in Latin America
  • Leading negotiations of term sheets with clients and potentials
  • Review of term sheets ensuring maintenance of high quality standards
  • Responsibility for internal coordination towards other financial service offerings; especially Private Banking and Investment Banking business
  • Advice to members of the Senior Management of Transportation on complex structures
  • LI-JG1*
74

Senior Relationship Manager Resume Examples & Samples

  • Experience within the Banking/Financial Services Agri sector
  • Proven Leadership Capability
  • Ability to link product features and benefits to customer needs
  • Proven experience in achieving sales goals in previous roles
  • Credit skills, experience in dealing business to business
  • Pro-active, organised and able to work within a team environment
  • Investigative and Excellent solution selling skills
  • Display well developed interpersonal and communication skills with a positive attitude
75

Senior Relationship Manager Resume Examples & Samples

  • 1 to 5 years of C-Level corporate sales experience in organizations greater than $100 million in annual revenues
  • Understand fundamentals of purchasing process in large organizations and accounting flow of payables and receivables
  • Abilility to price financial offers for the purposes of client retention within delegated authority
  • MBA degree
76

Senior Relationship Manager Resume Examples & Samples

  • Minimum 7 years progressive related work experience, including Client Relationship management
  • Knowledge of SEMS (Supplier Engagement Management System) would be an asset
  • Contract management experience (ideally with cheque processing type suppliers)
  • Strong understanding of established process analysis and methodologies. Able to analyze, recommend, implement and validate process improvements
  • Ability to assess impact or potential impact of change initiatives on financials
  • Knowledge of the Financial Services Industry would be an asset
  • University degree or equivalent business experience
  • Strong client/stakeholder relationship/service provider management competencies
  • Strong teamwork and leadership skills
  • Strong analytical, negotiation, presentation and communication skills
  • Ability to analyze system, process or production problems to identify opportunities to generate process improvements
  • Ability to manage and resolve conflict
  • High tolerance for and focused approach to resolving ambiguities
  • Strong PC skills (Suite of Microsoft Products) and must leverage technology to provide efficient and effective business processes
  • Excellent multi-tasking skills covering a wide range of challenges, which are independent and distinct
77

Senior Relationship Manager Resume Examples & Samples

  • Establish ties with key decision-makers
  • Develop understanding of client’s strategic goals and identify ways in which Northern Trust can financially optimise both new and existing relationships
  • Drive initiatives for client driven product development requirements; working closely with the various product teams
  • Responsible for overall client satisfaction levels at a strategic level and ensure relevant key performance indicators are in place to meet client goals
  • Establish and maintain relationship plans
  • Experienced strategic lead for business development
  • Accountability and experience of increasing revenue through effective client relationships
  • Ability to establish commercial relationships with Executive level Client Stakeholders
  • Previous exposure to and comfort with dealing with client management
  • In-depth functional / industry knowledge
  • Highly articulate with good communication skills
  • Good networking contacts and abilities
  • Ability to present and motivate
  • Proven ability to influence internally and externally at the highest level
  • Fluent English and a minimum of one Scandinavian language
78

Senior Relationship Manager Middle Market Financial Sponsor Group Resume Examples & Samples

  • Managing day to day relationships with a portfolio of middle market financial sponsors
  • Deliver capital raising and M&A solutions to those covered sponsors
  • Partner with associates across the country to deliver banking solutions to the underlying portfolio companies
  • Act as an investment banking/financial sponsor resource to commercial bankers across the U.S
  • Experience in leveraged finance, capital markets and M&A
  • Strong commercial banking credit skills
  • Able to easily navigate multiple client and support organizations
  • Displays personal courage, makes tough people and business decisions
  • Unquestionable business and personal integrity
79

Key Private Senior Relationship Manager Resume Examples & Samples

  • Eight plus years of demonstrated sales and business development experience with proven results
  • Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
  • Demonstrated expert knowledge of financial products and banking regulations. - Demonstrated strong client advisory skills
  • Proven experience with and comprehensive understanding of consumer or commercial lending
  • Undergraduate degree in business related field or equivalent work experience
80

Senior Relationship Manager Resume Examples & Samples

  • Proactively manages the operations requirements of assigned Line of Business and or client base
  • Manages the delivery of contracted services to clients to ensure that SLA’s (Service Level Agreements) and KPI (Key Performance Indicators) are met or exceeded, as defined in the relevant contracts
  • Develops and manages operational relationships for the assigned Line of Business and or client base. This position will be accountable for taking primary responsibility for driving client satisfaction with service delivery
  • Sells the value proposition and build relationship at all levels of the client organization
  • Proactively identifies opportunities for process improvements between Fiserv and the client base, including but not limited to cost saving initiatives
  • Manages escalated service issues and serves as the primary contact to direct resources and activities within the Fiserv Enterprise, as it relates to the client operational issues
  • Partners with the assigned LOBs on budgets and finance – ensures alignment of budget/expense alignment
  • Protect performance of the Operations SLA
  • Partner with CS Ops and ensure SVLs are protected
  • Own the SOPs – up to and including the change management process. Need to understand how we operationally do the work (does not include the updating of KC articles)
  • Perform semi- annual site audits on process by LOB Ensure strong partnerships with Ops Readiness – ensure effective handoffs to enable scheduled client onboarding
  • Helps to ensure decisions that drive accurate staffing Provide oversight on KPI’s e.g. efficiency, CX, expense Active Participants in monthly Operating Plan Meetings
  • Review monthly and daily Operating plans – determine the need to attend to ensure protection of SVLs
  • Bachelor’s Degree in Business
  • Contact Center Operations
  • Deep Understanding/Comprehension of Card Services Business – Front and Back Office operations as it pertains to Fraud Management, Card Issuance, Disputes and Chargebacks from debit and credit perspectives
  • 5+ years in Relationship/Client Management Experience
  • 5+ years of job experience with Financial Institutions
  • 3+ years in Contact Centers
  • P&L Responsibility is a plus
  • 35%
81

Senior Relationship Manager Resume Examples & Samples

  • Minimum 8 years’ experience in handling Multinational business or financial industry
  • Independent, enthusiastic, persistent, and an interested & fast learner
  • Ability to represent the firm to senior client management
  • Strong organization skills to handle a large client portfolio
  • Exposed to a wide range of banking products with the relevant credit training
82

Cbna Senior Relationship Manager Resume Examples & Samples

  • Establish and direct communication, planning, process oversight, and reporting on occupancy needs with extensive input from the Retail Consumer bank Management team [Citigold, Small Business, Mortgage, Branch]
  • Coordinate and handle day-to-day activities for projects including Citigold Center Hubs/Towers, Retail Branch seating, Corporate Office restacks, capital projects and new leases in conjunction with Asset Managers, CRS & CTI Project Managers, Space Planners and Transactors
  • Work with CRS team and businesses to coordinate implementation of space optimization initiatives
  • Ensure that initiative details, including costs and benefits, as well as key metrics and major milestones are appropriately captured, reported, and updated
  • Collaborate with cross-functional teams in CRS, Distribution Strategies and Finance to create, gather and compile all components required for the completion of the IEP for investment proposals related to branch relocations and downsize projects
  • Present business rationales to senior management and advise on complex transactions
  • Track internal IEP documents from beginning to end and streamline management approvals
  • 8-10+ years of relevant experience
  • Experience interfacing with senior management and influencing team members across a large, complex organization
  • Significant corporate real estate experience, preferably within a financial services firm or large corporation
  • Demonstrated ability to understand and prioritize client needs, and work effectively with a variety of teams (Project Managers, Move Coordinators, Asset Managers, and Transactors) to deliver solutions
  • Demonstrated leadership skills and focus on achieving results, including the ability to define goals, develop actionable plans and manage work to achieve desired outcomes; a sense of urgency and the ability to foster the same in others
  • Demonstrated ability to understand and complete detailed financial analysis
  • Proficiency in Microsoft Office, particularly Excel and Power Point
83

Senior Relationship Manager Accounting Luxembourg Resume Examples & Samples

  • Developing balance sheets, profit-and-loss accounts and annual reports
  • Executing and maintaining financial administration for multiple international clients
  • Working closely with finance and legal colleagues as well as with external parties such as accountants, law firms and tax advisors
84

Not For Profit Senior Relationship Manager Healthcare & Institutions Resume Examples & Samples

  • At least 8+ years of broad based commercial lending/corporate finance experience within Not For Profit lending
  • Highly desirable to have active networking contacts and Centers of Influence established in market
  • Desire to work in Specialized Industries with an interest in NFP Institutions & Education
85

Senior Relationship Manager, HFS Resume Examples & Samples

  • Managing high value strategic client relationships
  • Managing client profitability and having accountability and revenue responsibility for their client relationships
  • Anticipating and identifying opportunities for expanding the business relationship
  • Monitoring and measuring client and product performance, including but not limited to SLA's, issue logs, calling programs, internal and external client service reviews
  • Delivering client service resolutions by engaging and working with other functional areas both locally and globally, to ensure the provision of a timely and efficient level of service excellence
  • Advising and training the client on new technology and initiatives
  • Innovation in the processing of client requests and the technology used within NTHFS to provide fund administration services
  • Partnering with Shared Service teams to continuously optimise operational processes and support structure for client servicing and where appropriate off shoring
  • Assisting in the management of on-boarding new client relationships, where assigned
  • Knowledge of fund administration, prime brokerage or investment management
  • Track record in Client Relationship Management preferably with Hedge Funds
  • Comprehension of the use of technology in financial services and good platform experience
  • Experience of adapting their approach to suit a variety of different client types and situations to deliver results
  • Experience and examples of communicating complex information in a clear simple way
  • Familiarity of investment transaction postings to client accounts and client reporting requirements
  • An understanding of pricing structures and client profitability measures
86

Senior Relationship Manager International Business Clients Team Resume Examples & Samples

  • Academic degree preferably in business economics, finance or law
  • Relevant banking experience (min 7 years) with one or more relevant banking products (f.e. Structured Finance, Bond structuring / origination, Corporate Finance etc.)
  • Excellent communication and social skills as demonstrated in prior roles
  • Team spirit, excellent cooperator
  • Willingness to learn and excel on a continuous basis
  • Understanding of and adherence to compliance related processes
87

Senior Relationship Manager Resume Examples & Samples

  • Strategic responsibility for delivery of service and products to client appointed investment manager relationships. Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely issue-resolution, and effectively communicating investment manager’s concerns and needs to partners and senior management
  • Develops complete understanding of the investment manager’s business, objectives, goals and challenges, and ensures information is captured in a formal relationship plan
  • Cultivates strong working relationships with investment manager contacts, primarily the Head of Operations. Demonstrates ability to add value by anticipating needs and by partnering with investment manager to develop and implement solutions
  • Educates investment manager on emerging issues, bank products and services, industry issues, and the general asset servicing environment, advising the manager of the impact on the client’s business and on our own services
  • Cross-sells bank products/services where appropriate and participates in development of solutions to investment manager needs. Represents bank operations in client and prospect presentations
  • Conducts on-site relationship calls to investment manager offices based on predefined calling plan. Issues call reports and coordinates all follow-up stemming from the calls
  • Serve as escalation point for complex issues, providing support to IMLG management and relationship management team
  • Contribute to various projects as assigned by IMLG management
88

Business Banking Senior Relationship Manager Resume Examples & Samples

  • Position requires a minimum of 3+ years (5+ years preferred) of credit/commercial lending and/or financial services experience
  • A college degree in business/finance or related field is required
  • Must possess superior customer service skills as well as proven sales skills
89

Senior Relationship Manager, Cross Resume Examples & Samples

  • Analytical Thinking (In-depth)
  • Business Acumen (In-depth)
  • Business Valuation (In-depth)
  • Environmental Awareness (In-depth)
  • Financial Understanding (In-depth)
  • Negotiation (In-depth)
  • Problem Solving (In-depth)
  • Risk Management (In-depth)
  • Technology Understanding (In-depth)
  • Commercial/Corporate/Investment banking experience
  • Credit Qualified with commercial limits (to be delegated by Head, Cross-Border Banking)
  • Commercial Adjudication Experience
  • C-400 or equivalent job experience
  • Established internal and external network
  • Expert knowledge of Personal & Commercial Client Group partners in Canada and the U.S
  • MBA, CFA or Accounting designation and/or related experience
90

Senior Relationship Manager Resume Examples & Samples

  • Experience in managing a portfolio of business customers
  • Qualifications in business, finance or marketing field is preferred
  • Sound knowledge of lending, trade, market, deposit and cash management products and services
  • Demonstrated ability in customer relationship management
  • High degree of self-motivation and excellent interpersonal skills
  • Organizational, leadership and time management skills
91

IT Senior Relationship Manager Resume Examples & Samples

  • Enterprise Resource Planning, ERP, social, mobile and cloud technologies
  • Basic Human Capital and Learning & Development principles across the "Recruit to Retire" process, including Talent Management, Performance Management, Onboarding, Rewards & Recognition, Core/Transactional HR, and Learning Management Systems
  • Collaboration with stakeholders, customers, vendors, providers and contractors
  • Management of relationships with senior executive stakeholders, including developing and presenting business cases and decision briefs
  • Business and operational management
  • Technology strategic planning and road mapping
  • Assistance to customers with prioritizing their project initiatives and requirements; and,
  • Review and approval of deliverables and work products
  • Daily operations of portfolio and stakeholder management in order to help achieve stakeholder vison and business objectives
  • Strategic staff management, budgeting, effective resource allocation, establishment of metrics and monitoring related efficiencies
  • Solutions recommendations to leadership and proactively reporting potential issues and recommendations for resolutions
  • Communications with clients and firm staff and/or management, preparing concise, accurate deliverables and managing project economics with the occurrence of unanticipated issues
  • Demonstration of productivity, initiative, professionalism, customer service mind-set, attention to detail and quality, management of multiple priorities, change agility, teamwork, develop and maintain business relationships, and adherence to firm and US IT standard operating procedures
  • Commitment to continuously updating business knowledge
  • Usage of analytical skills, particularly with providing technical solution development and evaluations
  • Execution of leadership in rapidly changing environment and demonstrate flexibility as it relates to changing customer requirements and deadlines; and,
  • Negotiation and influence to all levels of staff, leading, developing, and coaching staff, as well as serving as a role model to exhibit ethical behaviour and educate staff on firm policies and procedures
92

Senior Relationship Manager Resume Examples & Samples

  • Key interface to provider’s senior management team
  • Work proactively with internal constituents and team to formulate and execute strategy for assigned relationship(s)
  • Assure the appropriate leverage with our strategic provider for Operations and the firm, leading to a more efficient model
  • Ensure effective management oversight across Operations of the outsourced functions as an extension of BLK
  • Proactively address systemic risks utilizing meaningful metrics and management information
  • Keep abreast of industry developments and ensure BlackRock is well positioned to leverage the scale of our business model
  • Lead or participate in provider searches such as RFPs and RFIs
  • Drive the commercial fee model, taking into consideration the provider’s costs structure, potential savings and the broader enterprise-wide relationship
  • Partner with GPS team members and other business channel partners to ensure day to day relationship management
93

Senior Relationship Manager Resume Examples & Samples

  • Bachelor's Degree
  • Minimum of 6 years relationship management experience
  • Minimum of 10 years commercial real estate lending experience
  • Minimum of 5 years financial and income tax analysis experience
  • Superior knowledge of commercial real estate finance, appraisal, credit policies and procedures, and bank operations policies and procedures
  • Excellent client servicing and sales skills
94

Senior Relationship Manager Resume Examples & Samples

  • Must have sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc) or sales experience within the Dealer Captive Market again focusing on the commercial market
  • Prior financial analysis experience with in depth knowledge of dealer financial statements
  • Expertly applies sound accounting principles to spreading financial statements and analyzing credit
95

Senior Relationship Manager Resume Examples & Samples

  • Must have a minimum of 10 years experience in Commercial or Investment Banking
  • Demonstrates ability to successfully manage an extensive portfolio of clients
  • Appropriate licenses
96

Senior Relationship Manager Creb-community Development Lending Resume Examples & Samples

  • Minimum 8 years experience working within Commercial Real Estate, Community Development, Charter School Financing
  • Bachelors Degree (Masters degree a plus)
  • Strong knowledge of real estate fundamentals and underwriting, as well as sales training/skills
  • Must possess the flexibility to travel throughout the region in support of clients
97

Dealer Financial Services Senior Relationship Manager Philadelphia Resume Examples & Samples

  • Astutely can assess the current and historical financial condition of a company by analyzing ratios, the asset conversion cycle, and cash flow and can identify all of the critical elements for loan structuring
  • Understands clients’ business strategies and their needs
  • Presents his or her position tactfully, diplomatically, and persuasively
  • Negotiates effectively by managing client expectations around deals (overcoming objections)
  • Capitalizes on unexpected events or circumstances and turns them into sales opportunities
98

Senior Relationship Manager Resume Examples & Samples

  • Proven track record of prospecting new business and enhancing existing relationships in the market
  • Highly desirable to have active networking contacts and Centers of Influence established in the area
  • BS/BA and MBA preferred
99

Senior Relationship Manager Global Commercial Banking Oklahoma Resume Examples & Samples

  • Automotive Wholesale Lending Experience
  • Must have sales Experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc) or sales experience within the Dealer Captive Market again focusing on the commercial market
  • Leverages relevant technology, tools and resources to maximize the financial management of the business
  • Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities
100

Senior Relationship Manager Resume Examples & Samples

  • Identify cross-sell opportunities by completing an Investor Questionnaire and meeting those needs through the sale of appropriate financial products or referring opportunities to the appropriate specialists
  • Ensure up to date knowledge of latest regulations in the finance industry ensuring a proactive approach to understanding current market activities and developments
  • Maintain a high standard of compliance and control to ensure accurate and error free as well as reducing and minimising critical errors and write offs
  • 8 + years in Financial services industry experience
  • Proven relationship management skills dealing with affluent, high net worth clients
  • Deep understanding of industry legislative and compliance regime
101

Senior Relationship Manager Resume Examples & Samples

  • Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment
  • Build existing and win new long-term customer relationships
  • Ensure timely and accurate maintenance of customer and deal pipeline information on relevant systems, as required
  • Monitor relationship performance regularly to ensure that the return is commensurate with the type of customer and both CMB's and the customer's risk appetite
  • Take timely and proactive corrective action to mitigate potential losses, exercising effective portfolio stewardship and control
  • Collaborate with product partners to identify and match customer needs with relevant expertise; notably with Global Trade & Receivables Finance (GTRF), Payments & Cash Management (PCM), Global Banking & Markets (GBM), Global Private Banking (GPB) and Insurance and Investments (I&I)
  • Minimum of seven years proven and progressive commercial lending/credit experience or equivalent
  • Credit training or equivalent experience
  • Well-developed credit, planning, negotiations, communications, sales, analytical and organizational skills
102

Corporate Trust Default Senior Relationship Manager Resume Examples & Samples

  • Bachelor Degree minimum
  • Highly motivated, organized and detail oriented with excellent oral and written communication skills
  • 5 to 7 years of experience in financial positions - Corporate Trust experience preferable
  • Ability to rapidly evaluate complex situations using multiple sources of information
103

Senior Relationship Manager Resume Examples & Samples

  • Mexico local client experience
  • Proven experience in financial product sales and client portfolio results growth
  • Knowledge of Banamex processes
  • Have in-depth product knowledge of Treasury, FX & Markets
  • Minimum 10 years’ experience in handling business in the financial industry
  • Able to work with many different product specialists, markets sale force, cash solutions CMO and senior management
  • Exposed to a wide range of banking products
104

SME Senior Relationship Manager Resume Examples & Samples

  • Manage the clients' portfolio to deliver business performance and achieve targets
  • Maintain close relationship with SME customers in providing solution based initiatives to meet their needs
  • Build and expand existing customer relationship through in-depth analysis of their needs
  • Priorities activities to maximize revenue contribution from the high potential customers
  • Acquire new business via outselling of existing/new products to SMEs and cross-sell
  • Interview credit application, collect and analyze financial and related data to determine the general creditworthiness of the prospect and merits of the special loan request, establish and negotiate terms under which credit proposal and application for approval
  • Manage and out serve existing allocated portfolio of SME customers, and achieved the assigned revenue target via providing of total banking solutions
  • Responsible for identifying the business monitoring and testing and reporting findings, exceptions and results from such monitoring/testing activities
  • To monitor and ensure strict execution of KYC policy within the bank
  • To constantly operate within the compliances guidelines set by group standard and/or local regulations
  • Constantly stay in touch with SME market to understand the latest development in the SME market in term of products and/or services, to suggest and help management in implementation of new product and/or services of the bank's business in China
  • From time to time, to complete ad hoc tasks assigned by the line manager, deemed appropriate and necessary for the smooth functioning of the department
105

Senior Relationship Manager Resume Examples & Samples

  • To maximize client profitability in a product neutral manner
  • To perform credit application with risk analysis and monitoring, to supervise credit process, to procure quality credit proposals & presentations. To satisfy regular (including annual file review) and irregular credit / risk inquiries from local and head office risk functions
  • To perform & ensure satisfaction of “Know-Your-Client-KYC” & relevant compliance requirement at client / transaction levels
  • To assist Team Head in annual budgeting, envelope management, Risk Policies recommendation & implementation as well as other bank’s management objectives
  • To procure smooth coordination & good working relationship with product lines, risk function and other business units
  • To assist answering of inquiries from external regulatory bodies (internal auditors, CBRC, SAFE etc.)
106

Senior Relationship Manager Resume Examples & Samples

  • Origination of Corporate & Investment Banking business across Telecommunications, Media and Technology (TMT) Customers in Asia with focus on South East Asia and North Asia
  • Establish coverage and relationship with TMT companies across Asia with deeper focus on Telecom and Media sector
  • Demonstrate an understanding of the client’s business needs as well as an ability to generate advisory, capital markets idea, solutions with support from various product groups
  • Originate and lead execution of mandate covering various products offering, such as Structured Finance, Debt Capital Markets, Equity Capital Markets & M &A Advisory, Cash & Trade (Supply Chain, Structure Trade Finance, ARP) and Treasury
  • Identify pertinent credit related issues, and work out viable financing solution for clients
  • Supervise/prepare financial models with P&L, balance sheet and cash-flow projections based on sound business and market assumptions
  • Ensure timely submission of RFP, pitches, meeting deal execution timelines, credit memos and supervision reports
  • Supervise and train up junior bankers in terms of origination, technical and execution skills
107

Senior Relationship Manager Resume Examples & Samples

  • Establish coverage and relationship with Automotive companies across Asia
  • Demonstrate an understanding of the client’s business needs as well as an ability to generate solutions and procure support from product groups
  • Execute of mandate covering various products offering, such as Cash & Trade (Supply Chain, Structure Trade Finance, ARP), Treasury, Structured Finance and Debt Capital Markets
  • Prepare financial models with P&L, balance sheet and cash-flow projections based on sound business and market assumptions
108

SVP, Senior Relationship Manager, IBG Resume Examples & Samples

  • Establish senior coverage relationships with WMNC companies across Asia, working in conjunction with DBS London / LA as well as DBS offices in the respective Asian markets
  • Contribute to the formulation of target segments, account plans and solution marketing strategies as we develop and expand DBS’ WMNC franchise in Asia
  • Lead and coordinate the consistent execution of financial solutions and service delivery by the team in conjunction with local and/or product BU and / or SU partners across multiple geographies
  • Originate and lead execution of mandates covering various products covering Loans, Cash, Trade, Treasury & Markets, Debt Capital Markets, M&A Advisory and Equity Capital Markets
  • Supervise and coach junior bankers on origination, technical and execution skills, including the preparation of credit and pitch material
  • Identify pertinent credit, compliance and execution issues relating to deal origination and relationship management, and lead the resolution of the same
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Senior Relationship Manager Resume Examples & Samples

  • Maintain and enhance relationships with existing Japanese and other Asian or regional clients and distribution partners as assigned with focus on client service and retention
  • Ensure that all service and contractual client requirements are met in accordance with client expectations in terms of timeliness, accuracy and language requirements
  • Ability to act as investment team resource representing various investment strategies, with primary focus on Bank Loan, for the Japanese marketplace constituents including existing clients and distribution partners, their consultants and clients in other region and EV locations. Ability to participate in other marketplace speaking engagements as required such as client conferences
  • Primary point of contact for Singapore based business development team and EV relationship manager and client service team on coordinating the travel and meeting logistics for their initiatives in region
  • Assist in development of regionally appropriate client materials including distribution partner marketing materials including participation in development of white papers and other thought leadership collateral
  • Assist with product development initiatives related to bank loan and other investment strategies including new vehicle development and existing vehicle enhancements related to existing relationships
  • Assist with regional marketplace communications with language translation as required
  • Assist in development of region specific industry best practices in client materials
  • Acquires and maintains in-depth knowledge of the firm’s products and services
  • Working with broader Eaton Vance team, coordinate and host meetings (introductory, due diligence, , etc.) for Japanese clients and their consultants in Boston (or affiliate company location) working with appropriate support, marketing etc. teams. This is meant to be for existing clients only
  • Assists with related additional projects or initiatives as requested, including acting as bank loan and other strategy subject matter expert for other EVMI business and client initiatives- as necessary
110

Corporate Banking Senior Relationship Manager Resume Examples & Samples

  • Manages and grows a large and complex portfolio of corporate loans
  • Prospects for and closes new business relationships and retains and expands relationships with existing customers. Sells appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals
  • 3+ years leveraged finance experience
111

Senior Relationship Manager Resume Examples & Samples

  • Responsible for providing relationship management and overseeing 15-25 mid size to large plans, generally in the $25MM - $50MM range
  • Responsible for client retention and growing our existing plans
  • Responsible for sole relationship with client, education strategies, plan review, asset diversification
  • Responsible for assisting with the sales team on developing new https://jobs-gwl.icims.com/jobs/13281/assistant-manager-marketing-operations/job business and attending finals presentations
  • 8-10 years financial services experience
  • Advanced 401k, compliance, plan documentation and investment knowledge
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Senior Relationship Manager Resume Examples & Samples

  • Bachelor's degree or equivalent and 10+ years of related experience required with at least 5 years focused on the large market (1,000+ lives)
  • Experience with group employee benefits, underwriting, or reporting
  • Resident and non-resident Life and Health license(s) are required
  • Advanced knowledge of cross-functional business unit products required, and preferably knowledge of company products
  • Must have excellent planning/organizational, problem solving, analytical, negotiation, presentation, oral and written communication skills, as well as advanced math skills
  • Must have knowledge of insurance, distribution, marketing arms, cross-functional knowledge of key processes to acquire and retain profitable business
  • Must be able to maintain a high degree of accuracy while being detail oriented
  • Travel required, including overnight stays
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Senior Relationship Manager Resume Examples & Samples

  • Design and execute relationship management plans
  • Conduct analyses of client's business objectives, competitive landscape, industry positioning and develop calling program to ensure client engagement
  • Develop and execute relationship plans ensuring the array of products and services are appropriate for the client
  • Negotiate with client management regarding legal contracts, fees, and service-related special projects as appropriate
  • Ensure compliance with all bank, legal, regulatory, and policies and procedures as well as identify, measure, monitor and control risks associated with the client book of business
  • Proactively advise and consult with clients and third-party service providers to identify opportunities to expand current products offered, to provide service/technology efficiency improvements, and to become a trusted advisor
  • Build network of referral sources from existing book and actively participate in conferences and industry associations building contacts and developing other market influencer relationships
  • Determine appropriate calling program for clients, industry consultants, and related service providers
  • 15% Services Upgrades & Organizational Product Champion
  • Represent client as leader or serve as a member of special projects as needed for service enhancements or in response to changes in regulatory compliance or industry initiatives, market practices or technology upgrades to provide current and critical industry knowledge and to convey client expectations
  • Typically requires a college degree or equivalent level of professional experience and training
  • 4+ years of experience in relationship management in Institutional Services or related securities industry sector with significant experience in one or more of the following relationship types; various debt instruments, asset servicing, cash management products, and other value added services, and regulatory and industry requirements for clients and for the bank
  • Demonstrated ability to articulate a package of products and services in support of client's investment needs and to effectively present the organizational structure, policies and procedures of the Bank in support of delivering relevant services
  • Experience in client/bank technology connectivity and industry information delivery platforms desired
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Senior Relationship Manager Resume Examples & Samples

  • Advisory -- authority to provide advice and counsel to his/her clients on proposed strategies, the evaluation of existing and potential business initiatives and on internal and external factors affecting the client
  • Recommending – authority to recommend and structure relationships proposals on behalf of the bank
  • Net income
  • Revenue
  • Deposit growth
  • Fee income growth
115

Voluntary Benefits Senior Relationship Manager Resume Examples & Samples

  • Acts as a leader and mentor to other Client Executives
  • Ensures the full scope of services are priced appropriately for client expansion opportunities
  • Maintains and manages client profitability
  • Travel is required to lead client meetings and presentations
  • Reports at-risk accounts; develops and executes client retention strategies
  • Effectively develops opportunities, client relationships and gains new business
  • Responsible for year over year growth of business through preservation of renewal business, business expansion, and meeting the organization’s profitability and budget goals
  • Creates a client-specific business plan to ensure growth, retention, and expansion goals are met
  • Seeks feedback products, projects, and services through ongoing client dialogue
  • Coordination with internal operational departments to ensure service levels meet or exceed client expectations and protect the firm from Errors & Omissions (E&O)
  • Facilitates communication between the client and the service team members locally and nationally
  • Communicates with each team member, promoting and encouraging a positive team atmosphere
  • Ensures that Transparency and Disclosure, Best Practices and quality standards are adhered to in all aspects of the practice and is responsible for all contractual and regulatory compliance
  • Ability to set and manage client expectations
  • Ability to work independently and lead cross-functionally
  • Proven ability to exercise sound judgment and strong problem solving skills
  • Effective written and verbal communication skills, including the ability to communicate information concisely internally as well as externally with satellite locations and external clients
  • Strong financial acumen and analysis skills
  • Demonstrated ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required
  • Strong computer skills and the ability to navigate through multiple systems without assistance
  • Life & Health and Personal Lines licenses must be obtained
116

Senior Relationship Manager Resume Examples & Samples

  • Defines and develops the business' strategies and objectives along with the business head. Works closely with management to foster effective working relationships and ensure alignment with business objectives
  • Maximizes the opportunity for creating “one MMC” and maintains relationships with other partners in MMC op cos
  • Works with business head to develop annual budget for the appropriate office(s) and is responsible for managing all functions that contribute to the profitability of the office(s) and the achievement of business objectives
  • Manages appropriate office(s) P&L, exercises expense control, and maximizes revenue in compliance with corporate guidelines
  • Possesses the ability to run an operation in one state and integrate support functions from offices in other states while providing seamless service to clients
  • Possesses a thorough understanding of Association/Affinity client environment and has the ability to work through association committees and obtain group consensus with follow-up implementation through staff
  • Ensures execution of business plan and leads the new business activities driven by the Associations/Professional Liability Sales Leader, sales professionals and client executives, with oversight by the business head
  • Develops and maintains industry relationships and monitors the market to maintain competitive knowledge of the industry and to ensure our capabilities are meeting the consumer marketplace needs
  • Communicates and monitors quality standards to ensure adherence in all aspects of the business and is responsible for all contractual and regulatory compliance
  • Manages client relationships to ensure client satisfaction. Makes decisions in conjunction with the business head based on the best interests of the client and of the firm
  • Oversees negotiations with the client regarding the pricing of services in critical situations as well as the overall strategy and direction of the relationship
  • Monitors at risk client accounts for profitability and pro-actively develops corrective strategies
  • Cross sells economic buyer relationships with clients and prospects and identifies the various resources that result in cross sell opportunities to sell company services to new clients or to sell existing clients additional company services
  • Interviews and selects candidates, conducts performance management, and fosters employee development
  • Monitors staff functions and mentors and provides feedback to employees
  • Minimum of 15 years industry experience, strategy development and design of proven sales/service delivery models required
  • Prior P&L responsibility required
  • Demonstrated management experience required, with a focus on goal setting and coaching
  • Experience setting the vision and leading and implementing new initiatives related to client management, new business development, and business penetration
  • Ability to establish trust with clients and staff
  • Ability to conceptualize a project and create a vision
  • Demonstrated ability to lead others and follow-through on projects to completion
  • Demonstrated ability to function effectively as a team-oriented leader in a high visibility client environment
  • Must be able to work independently but also lead cross-functionally
  • Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development
  • Effective written and verbal communication skills, including the ability to communicate internally as well as externally with remote locations, external partners and clients, and vendors
  • Proven business development and negotiation skills with the demonstrated ability to effectively develop and leverage key relationships and referral sources
  • Must demonstrate strong active listening and follow-up skills
  • Must possess strong presentation skills and demonstrate a comfort dealing with high level executives
  • Appropriate license must be obtained if necessary for position
  • Core competencies include
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Senior Relationship Manager Resume Examples & Samples

  • Deep understanding of the trends, opportunities and challenges that drive our client’s competitive landscape
  • Ability to develop influential and lasting relationships within our client’s business leadership teams (VP and above) - repeatedly delivering significant business-aligned results
  • Superior client relationship management skills and experience,
  • Manage the sales and delivery cycles of complex, transformational change including oversight of virtual teams and working in a global, matrixed model
  • Strong commercial and business expertise, as demonstrated through the development and articulation of business strategies, briefs, cases, program visions, objectives and benefits
  • Can envision, define and deliver strategic results, preferably from ideation through implementation
  • Ability to develop, coach and mentor high performing teams to achieve specific time-bound result
  • End to end Card Processing- Card ( Credit/ Debit/ Prepaid / Online) Authentication and Authorization and client service
  • Analytics ( Customer , Fraud ) and Loyalty Management
  • Deep payments knowledge and expertise
  • Prior Consulting Experience in a Global Consulting Firm is a MUST
  • Superior client facing skills; must be able to interact with executive level clients
  • MBA or demonstrated business leadership or excellence
  • Client centric focus – very strong listening skills, problem and solution framing, articulation
  • Intellectual curiosity to be able to adapt to the Trianz Business Model
  • Passion for action and accomplishment for clients and organization
  • Clarity of vision
  • Strong Leadership skills – lead by example, communicator, team builder, high sense of accountability, comfortable with ambiguity
  • Entrepreneurial, adaptive in changing environments and highly collaborative
  • MBA or demonstrated business leadership/excellence
  • Should have managed teams 50+ in size in a global delivery context
  • 12- 15 yrs. of total exp
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Senior Relationship Manager Resume Examples & Samples

  • Prior Consulting expereince in a global Professional Services Firm is a MUST
  • Ability to develop, coach and mentor high performing teams to achieve specific time-bound results
  • Deep Insurance Industry knowledge and expertise
119

Senior Relationship Manager Resume Examples & Samples

  • Delivers Results: Assist bankers and product partners with the origination, structuring and execution of transactions and financing in the financial institutions segment
  • Evaluate public filings, research reports, operations, business plans and financial forecasts to produce strategic and financial analyses
  • Leads Change: Work closely with all partners to ensure the Corporate Bank fulfills its reaffirmed role of being at the center of the CIB's relationship management strategy by participating in client planning, product agnostic cross sell and effective capital allocation
  • Act as an Owner: Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards. Evaluate the credit worthiness of clients and actively manage and oversee the preparation of credit approval proposals
  • Builds Great Teams: Effectively manage Analysts and Associates, delegating and reviewing their work as well as creating a culture of collaboration in the team
  • Drives Client Value: Build credibility and establish trust with clients by identifying client needs and proactively providing strategic solutions spanning the full range of Citi’s product platform
  • Works as a Partner: Heavy marketing and execution responsibilities which are coordinated with senior bankers, relationship associates and product/investment banking partners. Partner effectively with the Investment Banking team to execute episodic transactions. Work with product partners to provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
  • Bachelor’s Degree in Business Administration or related degree
  • 7+ years of experience in the financial services industry, specifically within Banking
  • Sound understanding of the corporate banking business and its related products, pertinent regulations affecting it and the lending & credit approval process
  • Strong credit, negotiations, communications, sales, analytical and organizational skills
  • Experience with large institutional clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
  • Strong work ethic, high energy level, able to work independently and think strategically
120

Senior Relationship Manager Resume Examples & Samples

  • Contribute to the growth of Global Subsidiaries Group (GSG) business franchise by building, managing and growing customer relationships with the subsidiaries of Citi global clients
  • Generate revenues for the bank by focusing on customer acquisitions and adding value to existing/ prospect clients in alignment with Citi strategy and other performance goals under the guidance of GSG Head
  • Responsible for meeting product and customers target revenues
  • Identify target market names in relevant industries, establish business relationship, understand clients’ needs, establish account strategy and offer tailor-made solutions
  • Active customer calls to existing / potential customers; products sales to existing/potential customers
  • Lead, coordinate and team-work with product, credit, support and operations group of the business within and outside of the country to achieve above objective
  • Stay a constant calling contact with assigned clients and identified prospects meeting target market criteria. Have an in-depth knowledge of the client’s business, management structure and management team, maintain accurate credit/client files and all the other documentation necessary under the bank’s Know-Your-Client policy
  • Remain current on the client’s financial standing, business risks and business needs. This shall be achieved by calling on the senior management of the client on a regular basis and proactive approach in identifying client needs and problem recognition
  • Engage into active dialogue with clients decision-makers on client’s transaction services and other banking needs and get client’s commitment to open accounts and/or buy services and products from Citibank
  • Conduct formal relationship planning and teamwork with product colleagues and treasury
  • Manage the internal credit approval, control, compliance and documentation processes required to keep the client relationship in good order
  • To communicate effectively with colleagues in Kazakhstan and throughout the global network through call memos, CRM system and financial analyses – on key developments with the client and the bank’s relationship with the client
  • Work with all product partners to originate deals with all products
  • Devise and execute an annual strategy for each relationship based on acquiring market/wallet share, revenue and risk/return targets
  • Comply with internal risk and control policies, including credit approvals, KYC and AML reporting requirements
  • Contribute to timely delivery of high quality credit approval packages and other credit memoranda and ensure approval (where applicable)
  • Coordinate, negotiate and close transactions including account opening, credit, legal and other documentation ensuring that the bank’s policies and procedures are properly followed
  • Perform other tasks and responsibilities as assigned by the Department Head
  • University Degree – higher education in Economics/ Finance preferred
  • Relevant banking experience minimum 6 years, good knowledge of corporate banking products
  • Knowledge of the multinationals market
  • Marketing, client acquisition and negotiations skills
  • Good knowledge of banking products; understanding of credit and risk essentials
  • Fluent conversational and writing English skills
  • Good presentation and communication skills
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Senior Relationship Manager Resume Examples & Samples

  • Candidate should have executive presence and a dynamic personality
  • Candidate should have exceptionally strong credit skills: ability to fully analyze & underwrite your own deals
  • Seeking a candidate who has a desire to advance to a team leadership rol
  • Candidate should have experience working with growth companies in the $25 million+ annual sales size
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Senior Relationship Manager Resume Examples & Samples

  • 2) Team handling experience of minimum 3-5 people
  • 3) Sales experience in the previous role is mandatory
  • 4) Good communication skills
  • Graduate with team handling experience
  • MBA not mandatory but preferrable in Sales & Marketing
123

Senior Relationship Manager Resume Examples & Samples

  • Manages client relationships for Global Fund Services
  • Ensures overall client satisfaction by facilitating efforts of service team, co-ordinating resources to end-delivery and issue resolution, and effectively communicates client concerns / needs to partners
  • Develops complete understanding of client’s business objectives, goals and market challenges and develops a relationship plan to reflect these
  • Cultivates strong working relationships with client contacts. Demonstrates the ability to add value by providing solutions and partnering with the client to implement
  • Educates the client on emerging issues, Northern Trust products and services, regulatory/tax changes, the general fund environment, advising the client of the impact on the client’s business and on Northern Trust services
  • Cross sells Northern Trust products and services and participates in development of solutions to meet client needs, co-ordinates presentations, brings in experts where necessary, ensures smooth delivery of new services and communicates emerging needs
  • Develops, maintains and reviews client relationship plans and ensures Service Delivery Descriptions are in place for all clients
  • Ensures that all At Risk clients have an action plan in place to manage the relationship out of At Risk status
  • Assigns Executive Sponsors and / or Senior Callers to all clients, provides briefing notes as per Mosaic standards, briefs Sponsors / Callers on the relationship quarterly or semi-annually as appropriate and ensures Sponsors / Callers meet with the client at least once a year
  • Ensures that all relationship documentation are kept within eRM or any other client data depository and are complete, current, timely, articulate and adhere to Mosaic standards and guidelines i.e. Call reports, relationship plans (including profitability profile), pipeline/won/lost business, cross-sell opportunities, exec sponsor calling programme, fee schedules, BRAG reports, At Risk reports, overdue fees, mailshot recipients
  • Documents profitability analysis and reviews on a quarterly basis. Has in place an action plan to return to an acceptable level of profitability any unprofitable clients or those with a margin of less than 20%
  • Attends client Board meetings where necessary
  • Manages debtor profile, facilitates the timely issuance of accurate invoices
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Defined Contribution Senior Relationship Manager Resume Examples & Samples

  • Lead in developing consultative conversations with clients to uncover business development opportunities
  • Think commercially about the relationships and how we can partner in “out of the box” ways
  • Drive BlackRock products and services toward top placement within the Recordkeeper programs
  • Responsible for driving new aum and revenue at top partner Platforms
  • Build and maintain senior level relationships with clients
  • Field, respond to, and accommodate day-to-day client requests regarding sales support, marketing, operational procedures, funding activities, billing issues, contractual issues, and new assets
  • Support the DC Team’s integration efforts within other client businesses; develop strong relationships with other client business Account Managers
  • Successfully work within a team structure
  • Work on special projects as assigned
  • Track activities and maintain contact information in CRM
  • Expand knowledge about products, services and sales techniques to provide consistently improved assistance
  • BA/BS degree in related field (Economics, Finance or Accounting)
  • 8+ years of related industry experience
  • Is motivated by sales, relationship management
  • Thrives in a fast-paced environment with a proactive, “can do” attitude
  • Has exceptional written and verbal communication skills
  • Has demonstrated analytical ability, maturity and judgment in dealing with institutional clientele
  • Is organized and detail-oriented with strong time management skills
  • Has the series 7 and 66 licenses
  • Continuing education in finance, investments, and pension fund issues
  • Strong understanding of customer focus
  • Effective team player; able to work with people of all levels
  • Has a high level of self-motivation, with strong integrity & ethics
125

Senior Relationship Manager Resume Examples & Samples

  • Coordinating – authority to coordinate work and/or call people together to discuss/resolve issues
  • Can persuade people to change course and/or act in concert with each other
  • Monitoring and collections – authority to collect or be provided with the required information to make decisions on resolving client issues
  • Auditing -- authority to examine the work of others to ensure compliance with all regulatory requirements. Has the authority to stop activities/documents outside standards
  • Decision making-- authority to say no and stop something from happening in regards to relationship structures, pricing and negotiations
  • Base limit authority $7.5MM
126

Senior Relationship Manager Resume Examples & Samples

  • Good knowledge of Financial Analysis & Lending skills
  • CCRS familiarity
  • Good Knowledge of project finance analysis
  • Good knowledge of the financial services industry and any other skill will be highly value added
  • Good knowledge of the products and services
  • Good knowledge of AML and KYC related issues – client on boarding and monitoring
  • Good leadership skills including people management
  • Good communication and listening skills
  • The ability to explain complex information clearly and simply
  • Proven ability in marketing techniques
  • Good operational skills
  • High level negotiation skills – for new business
  • High level adaptive presentation skills – for new business
  • Ability to work under pressure and deliver on tight deadlines
  • Strong IT literacy skills
  • Good training skills
  • A thorough expertise of the full range of investment and international banking products and services as well as detailed knowledge of related banking products, commonly foreign exchange, international payments and cash management
  • Detailed knowledge of procedure and regulations and ability to ensure both BBML and its customers adhere to the Service Level Agreement
127

Senior Relationship Manager, Affluent Banking Resume Examples & Samples

  • Qualification under SFO and IIQE to perform relevant regulated activities in Wealth Management product sales a must
  • Strong experience in a Relationship Manager role highly preferred
  • Proven sales track record in Wealth Management
  • Sound knowledge of Investment and Wealth Management products
  • Result-oriented and self -motivated
128

Senior Relationship Manager Business Banking International Resume Examples & Samples

  • Proven ability to deliver customized/flexible solutions appropriate to customer needs
  • Good understanding of the local and international ‘Commercial’ environment, with a passion for understanding a broad range of industries and businesses and a determination to keep this knowledge updated
  • Entrepreneurial and innovative with a flair for solving problems
129

Senior Relationship Manager Resume Examples & Samples

  • Accounting (In-depth)
  • Finance (In-depth)
  • Change Leadership (Working)
  • Organizational Understanding (Working)
  • Relationship Management (In-depth)
  • Strategic Thinking (Working)
  • Project Management (In-depth)
  • Managerial Leadership (Working)
  • Process Co-ordination and Management (Working)
  • Resource Planning (Working)
  • Degree in Finance or Accounting
  • CPA a plus
  • 10 plus years of banking experience
130

Senior Relationship Manager Resume Examples & Samples

  • Provide direct and reactive support for general inquiries, issue resolution, manage work requests for GEN paperwork and implementation projects and advocate for the customer
  • Ensure experience is as expected by your customer by keeping updated day to day and escalation contacts for distribution of network bulletins, create and update client profiles as needed, collect feedback from client, validate incentives, event management, manage and resolve ACH rejects and NOC updates and ensure procedures are current
  • Provide proactive services by monitoring volume to identify shifts and need to upgrade telecom equipment to support increased transaction capacity, monitor pricing, manage waivers, communicate and educate clients on products and Network Releases, report to Account Management Team issues, escalations, open projects and upcoming events
  • This role will require limited (5%) travel, as needed to maintain and strengthen the relationship and customer experience, and provide periodic client service reviews
  • 5 years of relevant experience (some payments experience preferred)
  • Knowledge of the Payments industry and current trends
  • Works independently with guidance in only the most complex situations
  • Participates in determining objectives of assignment
  • Plans, schedules, and arranges own activities in accomplishing objectives
  • Work is reviewed upon completion for adequacy in meeting objectives
  • Latitude for independent judgment and decision making within defined guidelines
  • Gathers information, consults those who need to be involved, and puts decisions into action
  • Knowledge of transaction routing, reporting, settlement for cardholders, issuers, processors, networks, acquirers, merchants/ATMs
  • Excellent verbal, written, and presentation abilities
  • Strong customer focus and proven customer service skills
  • Must be self-sufficient in problem solving ability
  • Exceptional follow-up skills and documentation
  • Ability to work independently and be self-starter
  • Strong organizational savvy, analytical skill, and business acumen
  • Considers the implications of options when making a difficult decision
  • Must be proficient in MS Excel, Word, and Power Point
131

Senior Relationship Manager Resume Examples & Samples

  • Master’s degree in Business, Economics, Finance or equivalent discipline. MBA preferred
  • 6-7 years-experience in Corporate sales function, banking or financial business
  • Strong, proven financial and business acumen
  • Strong credit risk demonstrated experience
  • Strong analytical, marketing communication, interpersonal and leadership skills
  • Initiative and hardworking, energetic and eager to learn new things
132

Senior Relationship Manager Resume Examples & Samples

  • Excellent credit and risk assessment skills gained through relevant banking experience
  • Has a broad knowledge of capital markets and financial structuring and is able to apply this is in a constructive manner with the customer
  • Should have People Management experience
133

Senior Relationship Manager, Middle Market Resume Examples & Samples

  • Solicits new business, cross sells , administers & services existing business relationships
  • Interviews applicants to collect information concerning their businesses & requirements
  • Evaluates credit information
  • Makes relationship recommendations
  • Maximizes the Departments profitability through the maintenance of high quality loan portfolio
  • Follows current loans to ensure conformity with terms
  • Maintains current & complete credit file
  • Participates in a formal call program to develop new loan, deposit & fee based business
  • Follows market trends & developments to increase the Bank’s business in established and developing markets
  • Manage & retain existing clients
  • Works closely with internal contacts to service clients
  • May coach/mentor junior relationship managers
  • Bachelor’s degree or in lieu of degree, four years of work experience
  • Seven years of commercial portfolio management experience
  • Financial analysis experience
  • Knowledge of banking credit principals
  • Ability to interact with all levels of personnel using diplomacy
  • Ability to see effectively to prospects & clients
  • Formal Credit Training
  • Nine years of commercial portfolio management experience
  • Experience analyzing and handling complex credits
  • In-market experience
  • Sales Management experience
134

Roadside Senior Relationship Manager Resume Examples & Samples

  • Cross sell products and expand market penetration into existing accounts in the financial institutions, financial planners, broker dealers, warehouse channels including negotiation of terms of agreement in order to increase market share
  • Identify business/product/program needs of existing clients and create custom tailored product programs to meet those needs, including proprietary or private label custom programs as appropriate
  • Formulate a product / program strategy to meet the requirements
  • Work with Actuaries, Marketing, Operations and Implementation staff to develop new products to meet prospective and client needs
  • Align and/or coordinate internal and external company strategies with the National Sales Management team in order to assure company objectives are met
  • Clarify and communicate prospective client wholesaling, internal sales support and operating requirements
  • Represent the company at trade association and other industry and/or client meetings in order to promote product and n- etwork with key personnel
  • Establish strong relationships all essential internal operating departments that may be involved in developing programs such Marketing, and Legal in order to meet client needs, and accomplish goals through other team members
  • Gain an understand procedures and policies within each operating groups
  • Gain an understanding or technology perimeters
  • Proactively build relationship with key individuals and gain an understanding of their processes and policies
  • Partner contact within PMG communicating with major partner to move initiatives forward. Uses business development expertise to independently develop and implement significant product, marketing and relationship expansion to meet/exceed partner revenue. Possesses experience and expertise in making independent strategic decisions regarding partner management and growth
  • Is primary partner advocate. High profile visibility to PMG and senior client management frequently interfacing with the Presidents of partner accounts
  • Manage partners P&L’s. Ensure partner and PMG financial objectives are met/exceeded by securing additional opportunities for marketing, introducing new products, increasing channels of distribution and managing expenses
  • Drive financial forecasts and planning through development of marketing strategy and plans and financial models. Work cross functionally to execute plans on time and within budget
  • Ensure partner contract compliance and manage contract renegotiations. Secure marketing commitment according to forecast. Mange growth profitability
  • Understand partner goals/objectives and translate them into actionable solutions to drive profitability and partner/customer satisfaction
  • Collaborate with Product, Marketing, and Marketing Analytics to develop customized marketing programs and based on partners’ goals
  • 5+ years proven client/vendor relationship management skills
  • Bachelor's Degree or 4 years equivalent marketing experience including experience in client relationship management
  • Financial proficiency and analytical skills
135

Senior Relationship Manager Commercial Banking Resume Examples & Samples

  • Strong networking skills and interpersonal skills
  • Thorough knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model in order to provide integrated financial solutions
  • The incumbent must have at least 2 to 5 years of commercial banking experience
  • The incumbent must possess intermediate credit skills and an understanding of financial analysis, risk analysis techniques, credit adjudication and the Bank’s lending policies/procedures
  • Very strong interpersonal skills and communication skills are essential to this position. The incumbent must be able to effectively articulate views both within the Bank and externally in the marketplace
  • Strong PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, and all commercial systems and platforms
136

Senior Relationship Manager Resume Examples & Samples

  • Prefer post-graduate study resulting in a MA or MBA degree, with a minimum of a Bachelor's degree or equivalent, and 8+ years experience in both DB and DC products
  • Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy
  • Must possess excellent leadership, negotiation, organizational, problem solving, oral and written communication, and presentation skills
  • Must have business unit and company product knowledge
  • Some travel, including overnight stays required
  • Solid understanding of our competition, and the retirement/investment industry
  • Solid sales skills
137

Senior Relationship Manager Real Estate Banking Resume Examples & Samples

  • Ensuring all compliance policies are followed including the Bank’s Know Your Customer guidelines
  • Following the Bank’s Anti Money Laundering program and Guidelines for Business Conduct
  • Remaining well informed on business conditions and the real estate industry generally
  • Recognizing problem accounts at an early stage and taking appropriate action to protect the Bank’s interests by implementing an action plan to correct the situation or exit the loan as appropriate
  • Ensuring customer defects for both business and collateral documentation are kept to a minimum, and promptly taking action to correct or resolve any defects identified
  • Acquiring and maintaining a sound knowledge of the Bank’s products and services
  • Following Scotiabank’s One Team One Goal core values
  • Actively seeking customer feedback on Bank products and the delivery of customer service
  • Ensuring high service standards are maintained, including meeting deadlines on customer requests
  • Taking a positive approach to business and identifying new business opportunities with proper focus on profitability and risk
  • Monitoring customers’ needs and cross selling Bank services
  • Identifying and referring sales opportunities to other departments in the Bank, including Global Transaction Banking, Private Banking, Commercial and Retail Banking, and Scotia Capital/Capital Markets
  • Support the Real Estate Banking Team’s activities by
  • Maintaining effective, open communication and an atmosphere conductive to teamwork and success
  • Displaying proper attention to training and development of selfThe Senior Client Relationship Manager is responsible for contributing to the overall success of Real Estate Banking by meeting his/her negotiated goals and objectives and managing a portfolio of accounts
  • University degree plus 3 – 5 yrs. of direct experience in real estate lending
  • Proven business development and sales management skills
  • Strong negotiating and problem solving skills in the handling of complex selling situations, credit structuring, pricing of credits, management and collection of problem accounts
  • Demonstrated skills in writing, financial analysis and risk assessment
  • Comprehensive knowledge and understanding of real estate lending
  • Strong personal and interpersonal skills to develop and maintain mutually beneficial relationships with clients
  • Proven staff motivation ability, as well as strong communication skills
138

Senior Relationship Manager Resume Examples & Samples

  • Responsible for understanding each client's business, including business models, key operating statistics, high-level technical architectures, key partnerships, and company organizational structure in order to build strategic account plans
  • Senior Relationship Manager (SRM) will be the primary 'Point-of-Contact' between senior client contacts and Comcast Platform Services for all revenue and related strategic initiatives
  • Manage sales / book of business: identify new business opportunities with existing clients, and grow the business via new/additional product sales
  • Internal Comcast Platform Services coordination of client activities among portfolio companies: Visible World, Strata, FreeWheel
  • Close collaboration with business development and sales teams, as well as client-facing 'Pod' (SRM, Account Management, Client Services) team
  • Provides support in planning, designing, and implementation of strategic business objectives
  • Internalizes and represents the voice of the customer throughout the prioritized category lifecycle
  • Collaborates with cross-functional teams to assist in launching new services, features and enhancements to products and solutions
  • Related Experience in: sales, account management, media planning or buying, research or strategy role for an MVPD, Local Broadcast, Agency, Programmer, or within an Ad Tech company
  • 25-50% travel may be required
  • Education Level: Bachelors Degree minimum
  • Field of Study: Business, Advertising/Media, Marketing, Strategy
  • Years of Experience: Generally requires minimum of 10 years related experience
139

Senior Relationship Manager Resume Examples & Samples

  • As part of the Senior Management Team you will have oversight and responsibility for the Share Plans client base and Relationship team
  • You will need to ensure that we continue to offer and maintain first class relationships with both existing and new clients ensuring awareness of the full service offering
  • You will also have responsibility for liaising with the Operational delivery team in relation to service delivery and enhancements
  • Provide support and coaching to the team, overseeing training/develop needs and managing performance
  • Liaise with external third party stakeholders; Share Plan advisors, HMRC and client appointed suppliers
  • You will be expected to represent CAS at both external and internal industry events
  • Ensure high levels of market place, product knowledge and Regulatory awareness
  • Champion a strong compliance focused culture, maintaining adherence to TCF principles and due diligence procedures
  • Oversee collation of accurate information for inclusion within relevant MI and monthly board reporting
  • · Preferred minimum 2 years’ experience within a share plan environment with a strong focus on exceeding and delivering client needs
  • · Experience of line management responsibility
  • Excellent communication skills both verbally and written with a high level of attention to detail
  • The ability to work within a fast paced environment and use own initiative, manage and prioritise work
  • Able to make recommendations for improvements to processes and services across division
140

Senior Relationship Manager Saskatchewan Automotive Dealer Finance Resume Examples & Samples

  • Using strong knowledge of the Bank's products and services including credit application, pricing and underwriting
  • Liaising with Centre partners for compliance monitoring and reporting actions as required
  • Partner with internal product specialists as required
141

Senior Relationship Manager Resume Examples & Samples

  • Deep 1B experience
  • Extensive knowledge and understanding of OMNI
  • Innovation in financial services experience
  • Extensive risk management experience
  • Compliance/Privacy/AML experience
  • Omni/Digital/Mobile environment experience
  • Information security experience
  • Proven people management skills: Strong ability to effectively lead diverse teams through the use of development training, coaching and ongoing performance management
  • Solid experience and proven record in working closely with senior management, with conceptual and critical thinking
  • Must possess excellent relationship management skills, along with communication skills – to appropriately convey risks to Senior Leadership 
  • Ability to develop good business relationships internally and externally and elicit necessary information for research purposes
  • Strong understanding of existing business processes and risk management strategies is a strong asset
  • Strong time-management and organizational skills to manage multiple deadlines and priorities within a highly demanding environment
142

Senior Relationship Manager Resume Examples & Samples

  • 5+ years’ experience in relationship management of retirement plans, which directly aligns with the responsibilities of the role
  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
  • Works with mathematical concepts such as averages and/or variances with the ability to translate those concepts to the financial services industry, stable value products, etc
  • Ability to evaluate information and the implications of a course of action or solution
  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
  • Define problems, collect data, establish facts and draw valid conclusions that align with the best interest of our clients and Lincoln’s business objectives
  • Ability to work with others in a team environment
  • Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients
  • Demonstrates strong interpersonal skills with a collaborative style
  • Finds common ground and can gain collaboration among management, colleagues and peers
143

Senior Relationship Manager Resume Examples & Samples

  • Responsible for expanding existing accounts within an assigned portfolio for the organization's key or national, large complex customers below the global account level
  • Generates new demand, revenue, profit margin and retention for First Data with assigned mix of current clients in FI Acquiring vertical
  • Conducts regular cadence of communication with the client at all levels and disciplines by effectively articulating the First Data value propositions
  • Often lead multiple initiatives concurrently, potentially in different distribution models, in a manner that will identify and execute to close new sales opportunities following First Data’s sales process methodology
  • Needs to be a great planner – have a plan, work the plan, re-evaluate the plan on an ongoing basis and revise it as necessary. Leads and develops an account strategy using clients growth plans, budget and project timelines
  • Insures proactive accountability to the client leading to enhanced client experience and retention. Be able to elevate and bring to closure client issues quickly and effectively with a sense of urgency
  • Must be able to work in a virtual team setting to coordinate the appropriate resources to meet varying client requirements. This will include product specialists, solution consultants and service sales to generate new business opportunities and greater share of wallet with the client. Collaborates across the organization to ensure client needs are being met
144

Senior Relationship Manager Resume Examples & Samples

  • Develop strong relationships with client by researching and understanding their business needs, responding to client concerns and problems and acting as the liaison between the client and internal departments
  • Support the renewal of existing business
  • Advises client on data quality best practices and address gaps/opportunities
  • Committed to progressing development towards an Account Executive position
  • Sales drive and motivation
  • PC skills
145

Senior Relationship Manager Resume Examples & Samples

  • Must be an experienced Relationship Manager with Health exposure within financial services
  • Tertiary qualification in a business related field
  • Demonstrated understanding of small / medium business needs and expectations and abilities to originate new business
  • Ability to work autonomously; work with a team with proven analytical, negotiation and problem solving skills
  • Demonstrated and deep understanding of the Health sector and the business needs and expectations of all modalities
146

Senior Relationship Manager Learning Resume Examples & Samples

  • Develop, champion and deliver on short and long term learning strategies in support of business unit’s objectives by
  • Maintaining a solid understanding of the business unit and their annual objectives/strategies
  • Providing strategic planning and learning support to the business unit’s senior management team to identify and plan learning priorities for the coming year
  • Ensuring ongoing contact with the business unit’s senior management team to keep abreast of new/changing priorities and identifying any learning solution needs
  • Working closely with the Senior Manager, CB Learning Programs on all budgeting to ensure return on investment is maximized
  • Working closely with the Senior Manager, Learning Programs to create and maintain effective and meaningful tracking and measurement for all learning programs/initiatives
  • Liaising with the Senior Manager, Learning Programs to raise any challenges/needs/concerns that should be discussed with Global Performance & Learning, Learning & Development Relationship Managers, Shared Services and other internal partners to facilitate discussions to ensure effective resolution
  • Act as a Learning Relationship Manager to business unit(s) by
  • Recommending training solutions to enable the business unit to effectively maximize business development and growth opportunities for their employees
  • Monitoring current learning, performance consulting and practice management needs within each business unit to ensure learning solutions continue to meet business unit needs and align with Global Performance & Learning strategies/programs
  • Maintaining a strong knowledge of external best practices and trends around learning and making recommendations to evolve existing programs and/or develop new ones
  • Proactively providing business leaders with information/updates on training programs and learning solutions which may be relevant to them either now or in the near future
  • Ensuring all knowledge associated with learning, development, practice management and performance consulting is up-to-date and lines of communication are open with Manager, colleagues, and partners
  • Communicating openly, honestly and in a professional manner
  • Being accountable for new and ongoing vendor management, negotiations, relationships, delivery and sustainment with respect to the programs specifically developed and deployed in this role. This will include working with both Learning & Development and the business line to ensure business objectives are well understood, the right solutions are being presented and will meet the key business objectives, the purchased solutions have line support and funding, and delivery and sustainment measures and metrics are in place and managed
  • Preparing and presenting regular program reports and updates
  • Working with Learning & Development Relationship Managers and other internal partners to ensure seamless delivery of bank-wide programs (i.e. iLEAD, me@scotiabank etc.)
  • Successfully implementing Global Performance and Learning programs (i.e. iLEAD), tools, resources and delivery channels (i.e. me@scotiabank) while ensuring effective two-way communication between business units, HR Relationship Managers, Shared Services and other partners by
  • Ensuring the business unit’s senior management team is kept abreast of existing/new/changes to corporate policies and programs
  • Collaborating with the Senior Manager ,Learning Programs to ensure communication strategies, tools and resources meet the needs of the business
  • Working with the Senior Manager ,Learning Programs to communicate and launch corporate programs and initiatives
  • Taking the lead with business leaders to ensure effective communication and cascading of information through multiple delivery methods (i.e. presentations, conference calls, etc)
  • Act as a member of the larger Learning Community by
  • Providing input and direction on overall learning/training issues and represent the views of the business units and/or L&D HR on these issues
  • Participating in corporate driven projects and initiatives as required
  • Actively participating in meetings with L&D HR RMs, Learning & Performance Consulting, Global Performance and Learning, Shared Services and other internal partners/stakeholders
  • Openly sharing ideas and opinions within the learning community and leverage other resources and programs where possible to maximize efficiency and share successes
  • Maintain an awareness of emerging trends and best practices in Learning by
  • Liaising with learning peers, both within and outside of Scotiabank to ensure knowledge remains current
  • Actively participating in Learning & Development meetings and broader L&D HR meetings
  • Sharing information with peers within Scotiabank’s learning community, when appropriate
  • Capitalizing on resources which lend to increased knowledge of trends and best practices in training & development
  • Provide strong leadership to motivate individual and team performance by
  • Exhibiting active listening skills
  • Negotiating and effectively communicating individual and team goals
  • Sharing knowledge, experience and responsibilities when coaching employees to create a team environment and support increased learning
  • Motivating and contributing to the development of subordinate/team performance in current job and future opportunities
  • Recognizing subordinate/team development needs and taking an active role in addressing gaps
  • Exhibiting self-awareness around one’s own impact on the team and when necessary, adjusting leadership and motivational qualities to maximize subordinate/team performance
  • Demonstrated skill and experience to identify issues involving learning and performance and how it impacts business strategy and profitability
  • Strong communication skills to articulate the impact of learning on business plan (both verbally and through written documents / proposals)
  • Good understanding and up-to-date awareness of strategic and tactical business planning and execution issues/processes
  • Strong diagnostic skills followed by good ability to evaluate options/alternatives and develop solutions/recommendations for solutions to complex and multi-dimensional problems/issues
  • Solid negotiation and strategic influencing skills to work with executives through to line management, head office support groups and vendors
  • Strong project management skills and effective execution skills to ensure successful delivery/implementation of learning initiatives and programs
  • Strong team focus to work closely with the business lines, LPC team and global learning community
  • Strong leadership and people management skills to motivate and coach direct report(s) to continually develop and maintain a high performance team (this position has direct reports)
  • Superior prioritization and time management skills
147

Senior Relationship Manager Resume Examples & Samples

  • Bachelor's Degree in Business Administration, Finance or related field; Master's Degree preferred
  • Strong sales/client interfacing and commercial credit knowledge
  • Demonstrated experience managing large client exposures of greater than $20MM or companies with sales size greater than $150MM
  • Experience in all aspects of company's capital structure and deep product knowledge in all bank offerings
148

Senior Relationship Manager, Middle Market Resume Examples & Samples

  • At least 12-15 years of commercial banking experience; Formal credit training strongly preferred
  • Deep understanding of capital structures and has experience in senior debt structures
  • Extensive knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structure
  • Superior knowledge of commercial banking products and services (both credit & non-credit), Santander Banks Credit policy and procedures, and commercial compliance regulations
  • Excellent sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally
  • Possesses strong relationships and well recognized in assigned geographic market by the business community
  • Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non-bank loan alternatives
149

Senior Relationship Manager Resume Examples & Samples

  • Seven + years of experience in relationship management in Institutional Services or related securities industry sector with significant experience in one or more of the following relationship types; structured financial products, project finance, escrow, various debt instruments, asset servicing, cash management products, investment accounting and performance services, securities lending and other value added services, and regulatory and industry requirements for clients and for the bank
  • Competent knowledge of client financial statements, industry positioning and opportunity profiling for assigned market segment. Demonstrated ability to articulate a package of products and services in support of client's investment needs and to effectively present the organizational structure, policies and procedures of Union Bank in support of delivering relevant services
  • Proficient in use of desktop office software products and experience with technology platforms used for delivery of client services, preferably SEI and SunGard processing and accounting systems. Experience in client/bank technology connectivity and industry information delivery platforms desired
  • Excellent verbal skills with the ability to effectively communicate with team members with varying levels of financial sophistication. Able to work effectively in team environments engaged in business development, service delivery support and product development
150

Senior Relationship Manager Resume Examples & Samples

  • Developing and maintaining a regular sales call program on customers to ensure effective management, retention, and expansion of each customer relationship. Establishing and maintaining relationships with major small and medium size industrial and commercial companies (prospects) and key business referral sources in the assigned market area
  • Maintaining a current and thorough knowledge of Roynat Capital’s specialized term lending services, leasing, and subordinated debt to effectively promote tailored presentation packages to meet specific customer needs
  • Researching, verifying and analyzing credit applications and preparing comprehensive credit applications of large and complex transactions meeting Term Finance and leasing guidelines
  • Monitoring all assigned accounts to ensure conformity to terms and conditions, as stipulated in credit authorizations with timely financial statement reviews
  • Applying diligence to collecting overdue accounts as reported on the monthly Late Payment Report. Promptly identifying and resolving deteriorating credit quality and participating as necessary in the resolution of problem loan situations
  • Maintaining a solid client relationship on assigned client base, keeping an awareness of the affairs of customers, ensuring administration of the accounts is timely (reviews) and a comprehensive database of activities is maintained
  • A University degree at the undergraduate or graduate level in business or economics or a professional financial designation such as a CPA or CFA
  • 5+ years of related commercial credit or analysis and business development experience in a financial services environment
151

Global Subsidiary Group Senior Relationship Manager Resume Examples & Samples

  • Minimum 12 years’ experience in handling GSG business in financial industry
  • Outstanding communication ability in Chinese and English
  • Strong organization skills to handle a large client portfolio (existing clients and prospects)
152

Senior Relationship Manager Resume Examples & Samples

  • Owns complete end-to-end Sales cycle. Involves Pre-sales, Consulting and Account Management
  • Manages implementation of services and ensures 100% utilization of contracted services (project management, credit requests, invoice reviews, monitor usage, etc.)
  • Create and deliver reports that details service usage, summarize professional services delivered, highlight new platform components and identify next steps for the named accounts
  • Generates demand for additional products and services within the install base of customers and grows the existing revenue base by at least 25%
  • Support the sale of professional services engagements
153

Senior Relationship Manager Resume Examples & Samples

  • Grow and maximize the revenue potential of existing portfolio of corporate customers by cultivating new business opportunities and proactively cross-selling other banking products
  • Develop the business by acquiring and developing a new portfolio of corporate customers fitting into the target market in Hong Kong, China and other Asian countries
  • Manage credit risks proactively, by preparing thorough financial analysis, credit proposals / regular credit reviews in accordance with internal guidelines and policies
  • Connect the team with the overall strategic direction, create value for all stakeholders and ensure execution against set objectives
154

VP Senior Relationship Manager, IBG Resume Examples & Samples

  • Manage and monitor the existing corporate customers' portfolio by extending banking facilities and providing premium services to small and medium sized enterprises 
  • Expand customers ’ portfolio by exploring new business opportunities from both existing and new customers 
  • Attain profit objectives in line with the Bank's lending guidelines and marketing strategies
  • Strong negotiation and interpersonal skills 
  • Customer-oriented and self-motivated 
  • Good command of spoken & written English and Chinese
155

Cred Senior Relationship Manager Resume Examples & Samples

  • Initiates and develops new business through outside business development activities
  • Achieves annual growth goals for loans, deposits and fees to ensure the bank meets its overall financial targets and conforms to credit terms
  • Makes decisions on loans and terms within established lending limits, or refers these issues to next appropriate level of authority
  • Maintains ongoing contact with client to be kept current on significant changes in financial condition or operations
  • Provides financial advice and counsel to existing and potential customers within appropriate legal constraints
  • Requires a Master’s degree or equivalent, and significant experience successfully managing the most complex and valuable customers
  • 6-10 years of relevant commercial lending experience
  • Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank’s products
  • Excellent written and verbal communication and presentation skills
  • Ability to train and present to small and large audiences or has the interest in learning to train and present
156

Senior Relationship Manager Resume Examples & Samples

  • Contributing to the development and management of the TCF Portfolio, and to meeting the TCF commercial objectives and actions
  • Cross marketing of all relevant facets of ING’s activities and products to companies engaged in the origination, primary processing, distribution, logistical handling, and the trading of physical commodities under the objectives of TCF’s business plans
  • Originating new clients and new deals, deepening of existing client relationships and growing overall revenues of the portfolio
  • Assisting in the identification, monitoring and assessment of the market developments (political, monetary, commodity market trends) and opportunities
  • Conducting customer due diligence, and the preparation of credit proposals, including the processing of reviews, modifications and on-going monitoring and assessment of the credit worthiness and risks involved
  • Coordinating the entire credit proposal process with all the relevant parties, to ensure that the proposals are submitted to the approving authorities, with the follow ups thereafter
  • Working with the TCF Transaction Management Office (“TMO”), LRM and other relevant departments to complete the credit and legal documentation
  • Assessing the daily transactions to ensure that they fit within the approved facility structure for the respective customers after the initial screening and preparation by TMO
  • Reviewing the quality of the collateral together with TMO and LRM whenever necessary, including also the physical inspection of warehouses if goods stored are financed by ING
  • Assisting as a secondary RSM in a part of the portfolio of other RSMs
  • At least 12 years of experience in finance, credit and marketing with a strong level of trade finance product knowledge; and commodity banking experience is preferred
  • Strong financial and analytical skills
  • Must possess a ‘hands-on’, ‘can do’ mentality; with a high level of self-motivation and professional pride
  • Good communication and interpersonal skills, strong team player, and management experience would be an advantage
  • Fluent in English, both verbal and written; knowledge of additional languages would be an added value
  • Standard computer skills, focused on Excel and ING applications
157

Dealer Commercial Services Senior Relationship Manager Resume Examples & Samples

  • Service dealer customers seeking commercial loans and or deposit relationships with the Bank, interviewing applicants to develop information concerning their businesses and requirements, evaluating credit information and making relationship recommendations
  • Participate and assess the effectiveness of formal call program(s) targeting new loan and deposit business
  • Analyze each applicant s financial condition, cash flow, and credit history in order to make appropriate loan recommendations within lending guidelines
  • Work closely with Sales Managers and Credit Manager to structure and price credits in order to maximize the bank’s return while minimizing risk. Maximizes the Department’s profitability through the maintenance of a high quality loan portfolio
  • Follow current loans to ensure conformity with terms; maintains current and complete credit file. Has credit authority within established limit
  • Responsible for assisting Sales Managers and Credit Manager with the renewal of credits
  • Monitor customer deposit accounts. Monitor Floor Plan audits and Floor Plan statements to ensure compliance
  • Understand product pricing and cost structure, as well as understand and manage product risk
  • Provide guidance and technical knowledge to less experiences dealer commercial services relationship managers
  • Bachelor’s Degree and minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience to include a minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience
  • Must possess strong credit analysis and commercial lending skills
  • Thorough knowledge of bank/PC software programs utilized by the department
  • Excellent presentation skills. Strong negotiation skills
  • Superior organizational, written and verbal communication, and presentation skills
  • Strong ability to handle conflict without alienating people
158

Senior Relationship Manager Wealth Management Resume Examples & Samples

  • A strong background with a good understanding of the global custody industry
  • Direct experience in interacting with demanding clients or prospects and meeting their needs
  • Focused client relationships
  • Adaptable/flexible
159

Senior Relationship Manager Resume Examples & Samples

  • Manages existing business base. Leverages relationships with existing accounts to grow and retain business to meet or exceed sales goals
  • Leverages client feedback to generate integrated client solutions and product enhancements to enhance revenue
  • Maintains awareness of market and industry trends, reviews all available collateral and develops an understanding of their competitive situation
  • 3-5 years of sales and marketing experience and broad industry knowledge
  • Ideally experience in a sales or a client facing role (inside sales, prospecting, sales support, customer support)
  • Goal and action orientated, with ability to work towards revenue targets within a business development environment
  • Experience working at in Investment Bank or Private Equity firm, also ideal
  • Experience using S&P Global GMI proprietary tools (S&P Capital IQ, Ratings Direct, ClariFI, and Xpressfeed) preferred
  • Familiarity with S&P GMI’s pricing calculators is an asset
160

Senior Relationship Manager Resume Examples & Samples

  • To perform credit application with risk analysis and monitoring, to supervise credit process, to procure quality credit proposals & presentations
  • To coordinate all negotiations of banking documents between the clients and related internal parties
  • To assist Team Head in annual budgeting, Risk Policies recommendation & implementation as well as other management objectives of the bank
  • To coach Credit Analysts and Facility Assistants in relationship management, client servicing & credit and documentation issues
161

Senior Relationship Manager Resume Examples & Samples

  • Responsible for a book of business, leverages relationships with existing accounts to grow and retain business to meet or exceed sales goals
  • Focuses on retaining business by ensuring a high level of client satisfaction
  • Communicates with clients regarding significant issues and directs their resolution
  • At least 5+ years plus direct experience working in the financial industry in a client facing or analytical role (investment banking, equity research, commercial lending, money management, credit analysis or financial consulting preferred) or information services industry (same industry as S&P Global Market Intelligence)
  • Fluent in English. Additional European languages highly beneficial
  • MBA, CFA or CMA candidates are welcome
  • Understanding of clients within the Corporate space (Treasury, M&A, Investor Relations etc)
162

Real Estate Senior Relationship Manager Resume Examples & Samples

  • Heavy calling on clients/prospects/referral sources of 250+ calls per year is expected
  • Initially, the officer will be heavily focused on new business development
  • Utilizes needs-based relationship sales skills to cross-sell clients regarding Bank products and services
  • Expected to manage a CRE loan portfolio, and will serve as the relationship manager between the customer and other areas of the Bank in resolving customer problems and meeting the customer's needs
  • Performance expectations for this position include generating sufficient new net interest margin and qualifying fee income in amount greater than 2x their annual salary
  • Employs sound lending practices, methods, and relationship building skills in managing loan and depository customers
  • Actively participates in call program to develop and maintain customer relationships
  • Participates in job specific and other required bank training programs
  • Complies with banking laws and regulations and the bank's policies and procedures
  • Bachelor’s degree (or equivalent)
  • 10 years Business/Commercial Real Estate Lending experience
  • 5 years Financial Sales experience
  • Credit Analysis Skills must have the ability to critically review, analyze and structure commercial loans
  • Strong written, verbal, presentation and computer proficiency skills
  • Strong marketing, analytical and overall communication skills
  • Time management, organizational, and task management skills
163

Icg-senior Relationship Manager Resume Examples & Samples

  • A recognized university degree with at least 7 years of Corporate Banking or Corporate Finance experience
  • Banking, Accounting & Finance degree and CFA will be an added advantage
  • Strong knowledge of CTS/treasury/capital market products
  • Candidates with working experience in managing customer relationships will have an added advantage
  • Must be a self-starter with drive and initiative and eagerness to learn
  • Excellent team skills and the ability to work effectively with all levels
164

Senior Relationship Manager Resume Examples & Samples

  • Experience in the sector
  • Sound understanding of the corporate banking business and its related products, pertinent regulations affecting it and the lending and credit approval process
  • Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
165

Senior Relationship Manager Resume Examples & Samples

  • Originate new sales in an assigned territory to meet assigned sales quota and revenue targets for Pricing & Analytics solutions
  • Use appropriate techniques to build and manage a pipeline of new business targets and progress complex sales cycles
  • Develop relevant client and industry relationships to elevate awareness and position of Pricing & Analytics and ICE Data Services to drive business growth
  • Work collaboratively with the wider Pricing & Analytics organization to maximize existing customer footprint and retention and optimize growth opportunities
  • Contribute to the EMEA growth strategy through pro-active knowledge of assigned territory, including market themes, competitive landscape etc
  • Manage forecasts and lead/campaign execution with rigor and accuracy
166

Senior Relationship Manager Resume Examples & Samples

  • Sound understanding of financial markets and lending products and how these can be structured and applied
  • Able to provide technical advice and guidance to clients and internal stakeholders on lending products and deal structuring (capital call/subscription financing for infrastructure, real estate and private equity funds)
  • Good people skill - especially ability to relate to senior management within client organization
  • Advanced selling skills and willing to work the details personally
167

Senior Relationship Manager Resume Examples & Samples

  • Create, build, and manage various email marketing campaigns across all lines of business
  • Measure results, analyze, and optimize email marketing programs
  • Monitor templates across multiple email clients and devices to assure templates are always responsive
  • A/B test and share findings with key stakeholders
  • Monitor deliverability and automated data cleansing to maintain healthy database
  • Measure results and optimize the lead nurturing workflows for these segments to convert leads into customers
  • Ensure all email campaigns comply with current email best practice in the industry
  • Remain on the cutting edge of CAN-SPAM requirements and be ready to consult with internal clients regarding their importance
  • Interpret data/reporting and use analysis to apply changes that increase efficiency of programs
  • Maintain and monitor nurture programs -- optimizing all aspects for best results
  • Work independently with critical thinking to troubleshoot/fix automated campaign
168

Senior Relationship Manager Resume Examples & Samples

  • Manage one or more internal Investment Solutions business relationships as we also interface with WiMR, National Sales and Consulting Group on a regular basis to understand key initiates, procedures and best practices to help optimize the distinct business’ goals by leveraging external partner resources
  • Educate partner firms’ internal and external sales teams on MSWM businesses (products) and Financial Advisor desk top and sales resources
  • Construct notifications to partners, collecting information, developing ideas, including partner involvement and participation in MSWM driven educational forums
  • Provide and enforce sales and marketing polices and procedures
  • 5+ years of Wealth Management and or Asset Management experience
169

Senior Relationship Manager Resume Examples & Samples

  • Customer acquisition, activation, x-sell, revenue and returns maximization,
  • Provide active feedback on emerging product needs of customers, competitive practices, and ideas on process/product improvement,
  • Maintain high reputation of the bank. Act as per the AML and KYC policies,
  • Initiate and participate in micro-marketing activities to support customer retention and acquisition,
  • Understand the needs of the customers and advise on product solutions,
  • Propose suitable product solutions including financing for the customer, negotiate pricing and conditions,
  • Deliver timely Annual Review packages for current credit customers,
  • Fulfil the EW function through calling as per the calling grid, gathering of EW signals. Act as first line of defense
  • Compliance with the employees' conduct rules as described in the Employer's policies and procedures and applicable laws, regulations and guidance issued by the competent authorities
  • Other responsibilities as assigned by the supervisor
  • University/College degree
  • Minimum 6 years banking experience
  • Minimum 4 years of direct exposure to the corporate customers of the bank and credit as well as market risk
  • Must have excellent interpersonal skills, negotiation skills and good presentation skills, verbal and written communication skills in English. Good strategic planning, analytical thinking with integration skills is also required. Should have excellent selling skills and be highly creative, initiative, flexible. Has to have ability to pay attention to details, set priorities and work under pressure
  • Ability to define work in terms of results, and pursues success with energy and drive in order to create a reputation for success and quality performance
  • Excellent knowledge of loan products, FX and cash management
  • Familiar with market risk policies, core credit policies, legal policies and anti- money laundering in order to enable correct positioning of Citibank capabilities among the existing and prospect clients
  • Excellent knowledge of market, customers, competition, along with very good at collecting market information about the companies and their standing and developments to further insure adequate early warning signs
170

Senior Relationship Manager Resume Examples & Samples

  • Work closely with all of BlackRock on strategic business development initiatives to exceed business goals. These might include, for example, developing new transformational partnerships with clients, negotiating economic arrangements, driving new platform launches, accelerating share/net new revenue growth
  • Manage daily functioning of the overall relationship with assigned accounts including
  • Highly commercial individual, with proven strategic business development and deal negotiating skills
  • Superior problem solving and analytical skills; a creative thought leader
  • Exceptional written and oral communications
  • Demonstrated line managerial talent; able to motivate teams and inspire followership among directs
  • Collegial team player able to form strong relationships within team and across groups at BlackRock
  • Deep knowledge of asset and wealth management
  • Highly energetic, flexible, and motivated, with a commitment to excellence
  • Demonstrated client relationship skills and a strong ambassador for BlackRock with clients
  • Ability to partner with and influence most senior leadership within BlackRock USWA and at clients
171

Senior Relationship Manager Resume Examples & Samples

  • Establish, maintain and strengthen a relationship with a key Bank client (Agrium-CPS), provide excellent customer service meeting or exceeding Bank standards, maintain and increase the profitability of CPS Financial, and contribute to the overall health of the broader Agrium-CPS relationship
  • Conduct ongoing Analysis and Financial Management of the Agency Agreement with our Agent
  • Provide oversight and coaching to direct report in executing their accountabilities and goals, determining priorities, completing daily task and adhering to Bank policies
  • Providing strong leadership to overall IBF and BNS Ag Bank, and demonstrate a high level of commitment to team performance and goals
  • Excellent relationship management and negotiating skills
  • Possess strong knowledge of credit and financial analysis, the risk management process and industry lending practices
  • Demonstrated ability to deal with and adapt positively to change within the organization
172

Middle Market Senior Relationship Manager Resume Examples & Samples

  • Normally requires 7-10 years commercial banking experience
  • Strong sales skills
  • Understanding of credit underwriting, structuring skills and banking/capital markets products
  • Good interpersonal and negotiating skills (both internal and external)
173

Senior Relationship Manager Resume Examples & Samples

  • Act as primary point of contact and represent Schwab with an assigned set of vendors, owning responsibility for relationship outcomes
  • Assess incoming vendor inquiries and monitor vendor landscape for potential outcomes and manage an ongoing vendor funnel to prioritize engagement opportunities
  • Progress opportunities by leading vendors through our due diligence and contract negotiation processes and into desired Schwab programs and/or relationship models
  • Define and own strategic goals for vendors and work creatively to influence relationships toward these goals
  • Ensure awareness and alignment with vendors between respective leadership teams, sales & relationship management organizations, support teams, operations, and technical teams
  • Create ongoing transparency around the relationships by regularly communicating to internal constituents on vendor status, areas of focus, risks, and opportunities
  • Hold internal and external teams accountable to project and engagement commitments with a goal of ensuring a positive experience for shared customers
  • Develop, execute, and lead proactive engagement opportunities to deepen relationships via ongoing interactions, recurring team calls, and planned face to face business meetings with vendors
  • Create and/or improve upon existing practices and processes within the Relationship Management team
  • Build awareness of relationship value via participation in the creation of marketing promotions, press releases, and industry events presence
  • Support Schwab business by serving as 3rd party vendor SME (subject matter expert) and competitive intelligence resource
174

Senior Relationship Manager Resume Examples & Samples

  • Directs the management of all account relationships within an assigned portfolio, through both written and verbal communication channels
  • Manages assigned portfolio including regular status reporting and ongoing maintenance of the portfolio database system used to measure performance and/or results
  • Monitors and analyzes financial consequences of chosen methods and works with clients to minimize their costs in this area
  • Identifies improvements to existing systems/products and opportunities for new products and services
  • Sells value-added products or services to existing accounts
  • Works with internal departments to ensure a high level of support for the client, including resolving software, hardware, contractual, and policy problems
  • Identifies and implements processes to reduce companies operating expense
175

Senior Relationship Manager Resume Examples & Samples

  • Interfaces with clients to maintain the highest level of international banking services to build revenue flows from existing and potential clients
  • Engages in a structured call program to generate incremental business from existing clients
  • Manages deal execution process from “greenlight” to booking/funding
  • Liaises with product specialists to ensure seamless delivery of product offerings to clients and effective problem resolution
  • Works with product specialists to develop/create/customize client specific solutions
  • Involvement in budgeting process and continuous monitoring of client revenue and pipeline data
  • Updates client information in ICG Toolbox, including account plans, call reports and deal pipeline. Completion of reports/templates to senior management
  • Manage the career development and performance of team members
  • Postgraduate qualifications such as MBA, Master’s Degree in Finance, CFA Charter holder will be an asset
  • 5-7 years’ experience in managing large institutional relationships
  • Sound knowledge of the Domestic Capital Markets in Trinidad & Tobago
  • Led the transaction execution process for issuances in the local market
  • Registration with the Securities & Exchange Commission of Trinidad & Tobago as an Underwriter is Preferred
  • Solid understanding of credit analysis with a demonstrated track record of presenting and recommending transactions for approval
  • High level of computer literacy
  • Full knowledge of Microsoft products
  • Leadership/Influence/Negotiation
  • Management Skills
  • Problem Solving & Decision Making
  • Corporate Citizenship
  • Teamwork/Interpersonal Skills
  • Initiative/Creativity
176

Senior Relationship Manager Resume Examples & Samples

  • Establish business development activities to capture and grow a new portfolio of large Chinese corporate customer in Indonesia, working closely with CBO Singapore, WCM and OCBC China
  • Bilingual and bi-cultural candidates with familiarity of the Chinese and/or Indonesian markets will be an advantage
  • To conduct due diligence / prepare credit proposals for new borrowing customers and post approval reviews
  • Cross sell the Bank’s full range of financial products and services which include trade finance, cash management, treasury services, capital market and corporate finance products
  • To generate incremental revenue and be responsible for enhancing clients’ relationships and servicing of clients’ day-to-day needs resulting in excellent after sales customer service and support and an increase in our share of the wallet of the clients’ businesses
177

Senior Relationship Manager Resume Examples & Samples

  • Develop account plans and pursue agreed goals focusing on total revenue, calling and deals
  • Originate one-offs, pursue RFPs and deliver appropriate solutions across all products
  • Demonstrate understanding of clients’ business and financial objectives and partner with and support other team members
  • Work closely with Snr RMs. Involve other stakeholders in execution as required
  • Ensure top quality customer service, understanding of clients business and product knowledge across all ICG products
  • Work closely with other business units to assure a high level of interaction and cooperation among product, sales and relationship management teams
  • Demonstrate commitment to supporting and leveraging Citi’s global network
  • Responsible for the credit portfolio of the respective clients
  • Ensure timely renewal of KYCs for all clients under respective portfolio
  • Ensure timely renewal of EUDD and CA (for locally approved names), Call Report and completion of other credit related works
178

Senior Relationship Manager Resume Examples & Samples

  • 5 + years of financial services investment/relationship management and wealth management experience
  • Business development experience with the ability to partner with and influence RIAs and Schwab consultants
  • A passion for serving the community and making a difference
  • Financial services acumen and the desire to work in a non-profit sector, such as, Schwab Charitable’s Donor Advised Fund
  • Strong verbal and written communication skills and experience presenting to small and large groups
  • Strong business acumen, judgment and discipline
  • Leadership and influencing skills with the ability to build rapport and work collaboratively with all levels of management and among many work styles
  • Ability to travel up to 50% for internal and client facing commitments
  • College degree, graduate education
  • Experience writing complex proposals
  • Industry designation such as CFP®, CWS® or CAP®
  • Schwab experience
  • Financial services and wealth management experience particularly in charitable giving and/or tax and estate planning
  • High level of experience in working with CRM tools; Salesforce to document and track sales performance
179

Senior Relationship Manager, Private Credit Resume Examples & Samples

  • Proactively prospect and develop new client relationships, particularly with Private Credit / Alternatives subject matter experts at institutional and retail clients
  • Execute on end-to-end sales processes to develop new client relationships into funded mandates
  • Provide co-coverage of certain accounts with ICB RMs and/or enable them to provide effective alternatives coverage without BAS involvement on other accounts, by developing strong relationships with RMs and Retail leadership and educating those parties on BlackRock’s Private Credit offerings
  • Lead prospective and existing client meetings, and serve as spokesperson for BlackRock products across the Private Credit platform
  • Engage with investment, sales, leadership, and marketing teams to identify cross-selling and new product opportunities
  • Launch product campaigns around thematic priorities to scale sales reach and improve effectiveness
  • Contribute to developing and implementing the Private Credit client strategy
  • Work with the Global Consultant Relationship team to deepen field consultant relationships and create greater consultant understanding of BlackRock’s Private Credit products
  • Identify and develop thought leadership opportunities for BlackRock Alternative Investors (BAI) and Private Credit businesses
  • Experience in institutional fundraising with deep relationships across the range of institutional investor clients. Strong retail platform experience and relationships a plus
  • Extensive experience in and knowledge of the asset management industry (10 years+ preferred), specifically a deep knowledge of the different credit strategies
  • Ability to clearly articulate our various funds and investment strategies
  • Understanding of key drivers of success and a working knowledge of our competitors
  • Ability to effectively execute on decisions in a fast-paced environment
  • Ability to act as point person for private credit activity within BlackRock’s institutional business
  • Ability to demonstrate clear insight into key issues in the global markets affecting institutional investors from both an investment, client service and regulatory perspective
  • Strong intellectual ability and interpersonal skills to establish credibility with the senior leaders of the Firm
180

Senior Relationship Manager Resume Examples & Samples

  • 5-10+ years Banking/Accounting/Finance experience required with emphasis on technology lending
  • Understand and follow BSA/AML/OFAC policy and procedures as applicable to job function and promptly report suspicious activity when identified
  • Proficient in Microsoft Office with particular skills in Excel, ITI, One Point, etc
  • Ability to make daily credit decisions
  • Previous relationship management and business development/sales skilss are required
181

Senior Relationship Manager Resume Examples & Samples

  • Achieves company goals regarding new business development, client retention upsell and cross-sell opportunities
  • Consistent with the Company’s overall strategic and tactical goals, participates in the development and directs the formulation and execution of sales plans, approaches, and objectives for designated industry/market, including strategies for existing and new customers
  • Builds, maintains, and enhances strong, positive, effective professional relationships with manufacturers, vendors, end-users, etc. in the industry. Attends trade shows and meetings, conducts field visits, produces sales proposals, makes telephone calls, and performs other customer related activities
  • Represents the Company with integrity in all business dealings, while providing excellent service to customers
  • Builds, maintains, and enhances strong, positive, effective internal professional relationships. Works with Management to ensure effective, consistent, and timely communication, knowledge transfer, reporting, sharing of market and individual business intelligence, contacts, etc. Educates own team and other staff on the industry, channel businesses and needs, industry best practices, deal requirements, data for decision making, etc
  • Recommends process improvements and helps drive them down through the department. Supports and helps implement organizational initiatives
  • Keeps up-to-date on industry, market trends, key channels and customers, Company services, offerings, programs, policies, etc
  • Maintains the continuity of the relationship between the customer and the company including annual monitoring and analysis
  • 10+ years’ experience in the banking or financial services industries with a demonstrated track record of success in sales and account management
  • Proven experience in educating own organization about the industry on a strategic and tactical level to facilitate success in achieving business goals
  • Track record of success in establishing industry presence, expanding market share, developing and sustaining effective professional relationships, understanding the market and the players in it, and driving business in that market
  • Demonstrated history of obtaining new business and retaining current customer base while balancing customer needs and Company requirements
  • Excellent networking, research, prospecting, negotiation, closing, interpersonal, problem solving, presentation, written and verbal communications, and business skills
  • Able to demonstrate commanding knowledge of target customers, existing competitors in the marketplace, and industry trends that may impact a buying decision
  • Track record of maintaining professional demeanor and diplomacy, adapting well to change, meeting deadlines, and functioning well under pressure
  • Possesses an impeccable reputation and exhibits sound judgment. Able to understand the business implications of decisions
  • Proven history of being a results-oriented self-starter who also is a good team player
  • Able to travel for business reasons as appropriate. Up to 50% travel required
  • Proficient in Salesforce.com plus MS Office applications, including Word, PowerPoint, and Excel
182

Unlicensed Senior Relationship Manager Trainee Resume Examples & Samples

  • Conduct outbound and inbound client engagement activities, adhering to call monitoring policies
  • Comply with all applicable banking and investment laws, regulations, company policies and procedures in order to serve the client’s best interest and enhance client satisfaction
  • Schedule: Monday - Friday opening to closing and 2 Saturdays per month
  • Undergraduate College Degree preferred
183

Unlicensed Senior Relationship Manager Trainee Region Resume Examples & Samples

  • Experience in investments training and prior knowledge of investments industry, products and services
  • Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
  • A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs
184

Unlicensed Senior Relationship Manager Resume Examples & Samples

  • Ensure the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g. customer’s banking, small business, mortgage and investment needs) in adherence with policies and procedures
  • Respond to customer inquiries and concerns and creating customized solutions
  • Monitor and track daily/weekly sales activities
  • Proactively manage risk in every business, product, and service transaction leveraging available tools
  • Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
185

Senior Relationship Manager Resume Examples & Samples

  • Undergraduate degree required: MBA desirable
  • At least 10 – 20 years of broad based commercial lending/corporate finance/relationship management experience
  • Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50 million
186

Senior Relationship Manager Resume Examples & Samples

  • Work with customers and small business clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
  • Prior sales experience in a salary plus incentive environment with individual sales goals where goals were routinely met or exceeded (financial industry preferred)
  • Must be willing to work within 25 miles of this financial center/location to be considered for this opportunity
187

Senior Relationship Manager Dealer Financial Services Resume Examples & Samples

  • BS/BA degree
  • Must have sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc.) or Sales Experience within the Dealer Captive Market again focusing on the commercial market
  • Ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity
188

Senior Relationship Manager Resume Examples & Samples

  • Engages in regular portfolio planning to determine areas of focus & project accurate full year forecasts Ensuring all performance standards are met viz. business targets, controls and compliance
  • Expansion of internal and external relationships, and drive sales results with the help of a team of Business development executives
  • Minimum 2 Years of team leading/field sales experience in financial services domain
  • Candidates with more than 24 months of experience in B2C, IT sales, Ecommerce, Travel, Lifestyle, can also apply
189

Senior Relationship Manager Resume Examples & Samples

  • Makes calls independently and invites less experienced Relationship Managers to join as a development opportunity
  • Contributes to the coaching, training, development and team leadership of less experienced Relationship Managers
  • Makes or assists in sales calls, gathers financial and general business information and explains products and services offered
190

Senior Relationship Manager Resume Examples & Samples

  • Serve as trusted advisor to CEOs and CFOs as a result of providing creative financial solutions and superior execution. Gain client confidence and trust to achieve first right of refusal on clients’ business opportunities
  • Expertly structure deals to balance risk and reward with early stage, VC-backed, growth companies in the Technology sector as well as with later-stage, more mature, mid-cap companies
  • Closely monitor clients to both identify business opportunities and anticipate potential risks. Proactively take action on possible risk issues and concerns
  • Develop and execute both short- and long-term plans to differentiate Citibank from other, entrenched competitors allowing the bank higher share of wallet and relationship profitability
  • Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices
  • Demonstrate strong and visible leadership and foster positive attitudes and trust among clients, prospects, and employees
  • Maintain frequent interaction with centers of influence (both external and internal), industry associations, community leaders, and senior business contacts
  • This position requires moderate to extensive travel across the country, depending on the portfolio mix
  • Minimum of 8-10 years of relationship management experience with clients in the TMT space both on the lower end of the target market (Early Stage) and the upper end (Mid-Corporate). Minimum overall banking experience of 15 years
  • Proven track record of originating and closing lead bank lending (syndication) and investment banking transactions
  • Extensive experience workings as sole bank or lead arranger to pitch, negotiate, and execute transactions that raise capital
  • Must have in-depth knowledge of banking products and services typically utilized by Early Stage and Mid Corporate clients in the TMT space
  • Self-starter, able to work independently and used to work in an entrepreneurial environment that facilitates build out of a world class TMT banking platform
  • Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals
  • Possess superior business development focus and demonstrate innovative financial solutions and structures to client situations
  • Able to demonstrate sound credit judgment during transaction structuring and present compelling proposals to credit officers and secure buy-in. Expert knowledge of credit products and process. Formal credit training required
  • Possess superior communication, persuasion, and influence skills that facilitate successful client pitches and proposals
191

Indirect Lending Auto-senior Relationship Manager Resume Examples & Samples

  • 5-7 yrs of Auto industry related sales experience required. This position will be located in Northern Indiana. Candidate will work remotely from home
  • Basic proficiency with Microsoft Outlook, Word and Excel
  • Must be comfortable using specialized platform software (i.e. Salesforce, DealerTrack, RouteOne, etc.)
192

Senior Relationship Manager IBG Resume Examples & Samples

  • Build a diversified portfolio offering revenues from asset, trade, cash, treasury, fees, liabilities, etc
  • Maintain nil delinquency in the accounts sourced
  • Cross sell of trade, cash management and foreign exchange related facilities
  • Build a diversified portfolio and reduce concentration risk in the portfolio
  • Help the branch in building liabilities book through these new to bank relationships
  • Implement & execute IBG 3+ business strategy to increase market share & to achieve targets consistent with IBG3+ revenue, ROE & Cost / Income ratio targets
  • Track developments in the respective markets and provide feedback to the Branch Manager and the central team
  • Source New to Bank customers and build the IBG 3+ by selling asset, trade, cash management and forex etc. to the customers
  • On board clients with a clear account plan highlighting the revenue potential , risks and mitigants
  • Thorough monitoring of accounts sourced
  • Adherence to strict KYC/AML requirements
193

Senior Relationship Manager Commercial Real Estate Resume Examples & Samples

  • Required Skills: “Must” have these skills to be minimally qualified
  • Minimum 10+ years’ experience in commercial real estate project lending and Institutional Financing
  • Candidate will have demonstrated sales, marketing, and leadership skills, including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff and other associates
  • Candidate will possess credit underwriting skills, presentation and negotiation skills, an understanding of financial accounting and commercial loan underwriting, as well as the relationship between credit risk, structure, and pricing desired
  • Familiarity with interest rate management products, deposit, cash management, and other fee-based products would be helpful
  • Must have excellent verbal and written skills as well as interpersonal and organizational skills
  • Bachelor of Business Administration or equivalent degree in Business (Finance, Accounting, Economics, or Real Estate) is preferred
194

Senior Relationship Manager Resume Examples & Samples

  • Strong sales skills with a proven track record of performance
  • Strong credit skills with a thorough understanding of credit underwriting and structuring
  • Strong local ties throughout Technology community
195

Senior Relationship Manager Core Resume Examples & Samples

  • 1-Responsible for providing relationship management and overseeing 40-60 mid size plans, generally in the $10MM - $25MM range
  • 2-Responsible for client retention and growing our existing plans
  • 3-Responsible for sole relationship with client, education strategies, plan review, asset diversification
  • 5-Works as mentor to team members and helps management with new and ongoing projects
  • 4-7 years financial services experience preferred
196

Senior Relationship Manager, Not for Profit Resume Examples & Samples

  • Formulates strategy to support division's annual goals. Develops the marketing strategy for specific clients. Modifies plans and strategies for changes or insight into overall banking climate or specific industry characteristics
  • Counsels client on emerging issues, bank products/services, legal/regulatory changes, and general environment, translating the impact on client's activities and banking services
  • Manages complex commercial banking credit client relationships and identifies opportunities external to banking
  • Maintains and develops client relationships exploring opportunities to provide additional credit or non-credit services
  • Identifies product/service opportunities for other business units and participates in development of new solutions to client needs, coordinates presentations, and brings in experts when appropriate
  • Acts as key consultant to client's senior management, evaluation and implementation of financing strategies or structures and treasury management practices through creative ideas and problem solving
  • Keeps abreast of current developments and market trends to better identify and service clients
  • Responsible for structuring and negotiating complex loan agreements according to guidelines established by senior bank and business unit management
  • Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, etc. according to guidelines set by the Credit Policy Committee. Prepares documentation necessary for the financing agreement
  • Identifies prospects and evaluates clients to ensure they are compatible with the bank's marketing strategy. Initiates contact and documents for the purpose of retaining, developing, and fostering profitable business relationships
  • Prepares proposals to address client needs and makes sales presentations
197

Middle Market Senior Relationship Manager Resume Examples & Samples

  • Proven track record of prospecting new business and enhancing existing relationships in the Frisco, TX market
  • This role requires 10+ years experience in Commercial Lending
  • Highly desirable to have active networking contacts and Centers of Influence established in the Frisco, TX area
198

CB Senior Relationship Manager Resume Examples & Samples

  • Minimum 10 years in banking and solid client relationship management with proven track records
  • Good knowledge and working experience to access Citi’s banking service capacity in global networks and in local markets
  • Good inter-personal skills and a team player
  • Able to work under pressure
199

Senior Relationship Manager Resume Examples & Samples

  • Compiles and analyzes market research data to develop recommendations regarding products and services focused on needs of target market
  • Engages in business development activities and solicitation of new business based on the target market
  • Calls and visits target customers to promote and sell Bank products and services to establish a new book of business
  • Develops and maintains customer data base including calls and results on all new business relationships. Makes reports to superiors as required
  • Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information
  • Performs basic pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends
  • Gathers all information necessary to present a financing request to senior management or Loan Committee for approval; meets with new/potential customers; visiting sites of loans; negotiates loan terms and conditions; refers and recommends acceptance to the Chief Credit Officer or Loan Committee
  • Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within the Relationship Manager’s portfolio
  • Maintains a superior knowledge of financial industry status and trends
  • Recommends to senior management those products and services experiencing less than satisfactory performance
  • Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena
  • Bachelor’s degree from a four-year college or university (Business, Finance or Economics preferred) and five (5) or more years of related experience and/or training; or a combination of experience and education
200

SVP, Senior Relationship Manager Resume Examples & Samples

  • Provide strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects
  • Through extensive involvement, lead local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace
  • Oversee and ensure safe and sound underwriting/credit practices and overall leadership of a sound lending activity
  • Should have a minimum of 10 years business/commercial banking experience, preferably within roles of increasing responsibility
  • Must be results oriented and move fast to meet customer needs
201

Senior Relationship Manager Resume Examples & Samples

  • Bachelor’s Degree or equivalent plus 7 - 10 years of experience in relationship management in Institutional Services trust/custody or related securities industry sector with significant experience in one or more of the following relationship types: asset servicing, cash management products, and other value added services, and regulatory and industry requirements for clients and for the bank
  • Proficient in use of desktop office software products
  • Bilingual fluency in Japanese/English desirable
202

Senior Relationship Manager Resume Examples & Samples

  • 1-3 years in financial services with an emphasis on customer service
  • Series 65 and/or Series 66 and state registrations must be obtained within 3 months of hire
  • Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients
  • Exceptional client service phone skills
  • Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment
  • PC/Windows skills
203

Senior Relationship Manager Resume Examples & Samples

  • Develops client relationship and understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs
  • Acts as single point of client contact to coordinate resolution of service incidents and escalation of technical issues
  • Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business
  • Uses expertise in area of specialization to resolve a wide range of issues in creative ways
  • Networks with senior internal and external personnel in own are of expertise
204

Senior Relationship Manager Resume Examples & Samples

  • Developing and acting upon qualified prospects / leads to maximize business development opportunities for sustainable growth
  • Pursues a business development program within the assigned portfolio of Dealers according to agreed upon growth objectives by
  • Direct selling of credit and non-credit commercial products
  • Builds and maintains a market profile in the assigned market area with both internal and external contacts by
  • Participating in related external events and associations to develop and expand network of contacts
  • Ensures all aspects of assigned relationships receive ongoing attention, to achieve customer satisfaction as required to maintain, improve, grow and retain the relationship by
  • Using strong knowledge of the Bank’s products and services including credit application, pricing and underwriting
  • Liaising with Centre partners for fulfilment (including annual credit review process, documentation, security registration) and service activities
  • Developing recommendations on customer proposals within standard Bank policies and forwarding as per established processes for adjudication
  • Ensuring all documentation is properly prepared and executed
  • Safeguards the Bank’s assets and liabilities by maintaining the quality of assigned portfolio by
  • Maintaining adherence to the Bank’s KYC policies and guidelines, the Anti-Money Laundering program and Guidelines for Business Conduct, by following and reporting any unusual occurrences or fraudulent activities
205

Senior Relationship Manager Resume Examples & Samples

  • Bachelor's degree
  • 10 years of credit experience
  • Minimum 8 years of experience as a Relationship Manager
206

Senior Relationship Manager Resume Examples & Samples

  • Proven relationship management background
  • Knowledge of ANZ products & services
  • Excellent existing relationships with targeted clients
  • Analytical, negotiation and problem solving skills
  • Command over written and spoken English and Thai
207

Citi Country Officer Senior Relationship Manager Resume Examples & Samples

  • Develops and executes learning and development strategy including: design and development of Citi Country Officer (CCO) curriculum which includes the assessment and reengineering of existing programs, analysis of gaps and development of a platform that will provide training and development opportunities throughout various career stages and levels
  • Works with the business leadership team (Head of IFM, Regional CEOs and their delegates) to ensure learning solutions and programs support business drivers and targets
  • Serves as both “architect” and “curator” to ensure that CCOs have access to appropriate content, whether already existing within Citi or created elsewhere
  • Implements training projects employing blended instructional technology and solutions; including traditional classroom, web-based, and other forms of learning
  • Creates sound maintenance plans to keep programs current with changing business needs, e-learning technology and business strategy
  • Collaborates with Human Resource Advisors, Compensation, Staffing & Recruiting, Talent Planning and Diversity
  • Utilizes sound performance diagnostic techniques and consultative skills to drive interventions to improve organizational (not simply individual) performance
  • Identifies strategies and solutions that are directly linked to organizational and business goals by establishing and maintaining partnerships with key business leaders, SMEs, and vendors to identify and drive performance improvement change
  • Owns and manages all training related budget and allocation process for assigned business
  • Bachelor’s Degree in Organizational Development or related field (Masters preferred)
  • 10+ years experience in Human Resources within the financial services industry
208

Senior Relationship Manager Resume Examples & Samples

  • Proactively striving to build “partnership” style relationships focusing on integration at all levels
  • Interact with various individuals at the Client to solve problems, build strong partnerships, and uncover new opportunities
  • Maintain relationships with senior contacts across an organization / Promote finance process best practices across the customers’ portfolio
  • Act as change “accelerator” in the relationship with customers. Drives monthly meetings with the customers for which the job holder is in charge with
  • Optimise the KPI Dashboard by bringing continuous improvements / Maintain the SLA’s up to date for existing customers and initiate and follow-up on sign off of SLA’s for new BASS customers
  • Roll-out the customer satisfaction surveys and built actions plans as per customer feedback
  • Follow-up and report to Top Team the Audit Points (external/internal), ensure accurate and timely resolution of agreed actions
  • Foster Customer loyalty through standard client interaction meetings and proactive retention initiatives including corporate communications, quarterly partnership meetings, etc
  • Actively participate in all assigned portfolio meetings / Demonstrate the ability to escalate potential issues as appropriate
  • Review Issue Log for each Partner and work directly with team members to ensure all follow-up and action items are documented and completed within the specified time frame
  • Provide thoughts and feedback relative to operational procedures, including making recommendations for increased efficiency within the current process
  • Mentor colleagues and team members with respect to customer interaction, communication tactics and positioning strategies
  • Qualified professional with significant post-qualifying experience in the industry, University education with ideally a recognized financial qualification (ACCA/CIMA or other)
  • Strong knowledge of the financial management industry with at least 6 years of relevant experience
  • Excellent communication and proven client relationship management skills
  • Strong organizational skills & interpersonal skills are essential, retention and business development skills
  • Strong analytical skills and problem solving capabilities, to identify significant process risks and efficient and effective key controls
  • Capable of working with minimal supervision, but also in a team setting and in a matrix structure
  • Ability to understand and challenge different points of view; influence and modify strong opinions; switch to alternative strategies when necessary; adjust to changing work priorities
  • A firm understanding of internal policies and procedures and the local regulatory requirements
209

Senior Relationship Manager Resume Examples & Samples

  • Works closely with Sales Account Manager and oversees day-to-day relationship with client
  • Ensures that schedules and budgets are met according to contractual agreements
  • A seasoned, experienced professional with a full understanding of area of specialization that is able to resolve a wide range of issues in creative ways
  • Exhibits a complete knowledge of company products and services
  • Responsible for selling the company's products or services while developing new accounts and/or expanding existing accounts
  • Typically requires 5-8 years of field sales experience
210

Senior Relationship Manager Resume Examples & Samples

  • Conduct due diligence of prospects / clients
  • Prepare credit applications and seek approvals
  • Maintain documentation on an ongoing basis
  • Monitor compliance (financial covenants, collateral reporting, position limits, etc.)
  • Coordinate and prepare amendment and waiver requests
  • Handle annual reviews / renewals with the support of junior team members
  • Credit monitoring (review of financial info on a monthly / quarterly basis)
  • Prepare quarterly RISQ reports (when applicable)
  • Responsibility for “virtual” credit file
  • Closely monitor collateral and utilization of lines and ensure compliance with documentation
  • Inform and consult with Team Leader
211

Senior Relationship Manager Resume Examples & Samples

  • Demonstrated history of being self-motivated, creative, energetic, results-driven, possesses well developed analytical abilities and the ability to execute with excellence
  • Strong facilitation skills and ability to gain consensus
  • Takes initiative to creatively resolve issues and find solutions
  • Proven ability to see business processes through a customer lens
  • Strong negotiation, conflict resolution and influencing skills
  • Strategic thinker
  • Strong analytical skills, comfortable with data and statistics
  • Data driven decision maker
  • Experienced leader in change management, who enjoys process improvement, and has proven abilities in establishing and developing relationships
  • Comfortable communicating to all levels within the organization including senior executives
  • Results/outcome oriented
  • Committed to delivering results within aggressive timelines
212

Senior Relationship Manager, Middle Market Resume Examples & Samples

  • Proven track record of prospecting new business and enhancing existing relationships in the Bakersfield market
  • Must be able to asses and analyze financial conditions of a middle market client and industry trends
  • Highly desirable to have active networking contacts and Centers of Influence established in the Bakersfield area
213

Senior Relationship Manager Resume Examples & Samples

  • Manage and grow a client portfolio that demands a range of Citi product solutions and credit knowledge
  • Build strong relationships with your client portfolio, enabling access to all levels of the client organization
  • Work closely with internal partners to develop innovative solutions to meet specific client needs. Implement and execute complex solutions and coordinate / lead deal teams
  • Understand, and effectively manage, Citi’s capabilities to increase and maximize the share of wallet. Originate new opportunities for cross-sell and safeguard existing client business
  • Assess credit and market risk of transactions
  • Manage the delivery of the network by providing a consistent coverage approach to these global clients by working closely with Global Banking parent coverage partners, providing ‘network’ forums to facilitate communication, and ensuring product partner connectivity across ICG
  • Implement calling plans, call tracking, and joint pipeline reviews to ensure maximum deal origination is taking place across the entire client base
  • Market and execute deals using a coordinated approach to with relevant product partners
  • Understand the dynamics of the local financial markets, banking industry and regulatory environment
  • Know your competition and be able to provide critical input to win transactions
  • Analyse performance results – interpret and adapt strategy to optimise services and financial performance
  • Analytical skills: assimilating new information quickly and relating it to the needs of the clients
214

Unlicensed Senior Relationship Manager Trainee Evans Financial Center Resume Examples & Samples

  • Achieve referral goals, while adhering to regulatory policies and procedures, by identifying opportunities to refer direct customers to other Specialists for additional expertise or specialized needs
  • Manage a portfolio of mass affluent and small business clients by managing new and existing client appointments, conducting outbound and inbound client management activities, and participating in weekly One Team proactive planning sessions for client engagement activities
  • Execute sales and service tactics, activities and processes, as defined by company policies and procedures
  • Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
  • A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
  • Ability to handle ambiguity and adapt to changing circumstances
  • An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client
215

Senior Relationship Manager Resume Examples & Samples

  • A CTB role involves transforming strategic ideas into change projects that can be planned, and monitored whilst being mindful of risk, budget and personal conduct
  • Specifically working to deliver Regulatory, SIP, Risk related and Optimisation Change across Markets Ops
  • Stakeholder management and leadership
216

Senior Relationship Manager Healthcare & Institutions Resume Examples & Samples

  • At least 7+ years of broad based commercial lending/corporate finance/relationship management experience
  • Series 7& 63; required after employment
  • Existing knowledge of the market preferred
  • Experience in these industries highly desirable
217

Senior Relationship Manager Resume Examples & Samples

  • To lead and coach a team of RMs in managing existing portfolio and driving new business acquisition in the F&B/Logistics segment
  • To actively engage Credit Risk Colleagues to ensure portfolio quality and business growth
  • To work with product partners (Investment Banking, Trade, Treasury, Cash, Private Banking, Insurance) to increase cross selling and enhance revenue for the bank
  • To review credit proposals and credit reviews
  • To ensure proper housekeeping and legal compliance of the team
218

Licensed Senior Relationship Manager Resume Examples & Samples

  • Achieve referral goals, while adhering to regulatory policies/procedures, by identifying opportunities to refer customers to other specialists for additional expertise/specialized needs
  • Build strong, collaborative relationships with teammates, business partners and specialists
  • Ensure the customer’s banking, small business, mortgage and investment needs are met by partnering with specialists and business partners to understand their offerings and the most effective way to generate referrals in adherence with policies and procedures
  • Manage a portfolio of mass affluent and small business clients by managing new/existing client appointments, conducting client management activities and participating in weekly client engagement and sales planning sessions
  • Work with customers and small business clients to build/deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet the needs
  • Support the MSM through the coaching and development of RBs, PBs and RMs on strategic business drivers, key performance indicators, product knowledge, sales best practices and risk management
  • Champion client experience and sales effectiveness best practices
  • When needed, assist, educate and train customers on conducting simple transactions through Automated Teller Assist, ATMs, online and mobile capabilities
  • Leverage available resources/technologies to optimize the customer experience; serve customers with operational excellence and accuracy
  • Series 7 and Series 66 required
  • Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic - Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
  • A respected business partner who adds value to the broader team and can handle conflict diplomatically; demonstrated ability to cultivate effective revenue generating partnerships with other lines of businesses
219

Senior Relationship Manager Resume Examples & Samples

  • Minimum of twelve years of industry experience with background in client management, sales, or benefits administration
  • Experience managing complex client relationships
  • Demonstrated ability to lead others in a high visibility client environment
  • Demonstrated negotiation and presentation skills
  • Proven project management skills with the ability to execute and follow through on projects to completion
  • Must demonstrate strong active listening, sensitivity to audience, and follow-up skills
  • Proficiency in Microsoft Office; intermediate Excel skills required
220

Senior Relationship Manager Resume Examples & Samples

  • Retains and expands existing client relationships and has oversight responsibilities for the implementation of new clients
  • Identifies key decision makers and determines the services, products and combinations that will best serve and address the client issues and objectives
  • Leads the development of optimum project and expansion solutions for the client
  • Negotiates renewals with the client/carrier for the efficient delivery of services at profitable fee or commission levels
  • Ensures the full scopes of services are priced appropriately for client expansion opportunities
  • Develops influential relationships at the most senior level of client organizations
  • Documents the scope of service and compensation in a Client Service Agreement/Statement of Work by working with legal and negotiating with client to execute the contract
  • Seeks feedback on products, projects, and services through ongoing client dialogue
  • May be requested to assist Sales Professionals with prospective clients
  • Ensures quality of deliverables and enforcement of critical deadlines through effective communication
  • Ensures that transparency and disclosure, best practices and quality standards are adhered to in all aspects of the practice and is responsible for all contractual and regulatory compliance
  • Works with compliance department to follow up and monitor quality standards
  • Handles and resolves escalated inquiries from clients and team members. Mentors, and provides feedback to colleagues
  • Minimum of ten years of industry experience with background in client management, sales, or benefits administration
  • Deep knowledge of health care through consulting, administration and/or management
221

Senior Relationship Manager Resume Examples & Samples

  • Acquire profitable new and complex Commercial Banking business
  • Retain and enhance existing assigned customers through consultative selling and long-term relationship building
  • Identify cross selling opportunities with Prospects and within current assigned customer base
  • Execute highly focused prospecting activities and record activities in Salesforce.com
  • Structure credit solutions for high level existing and potential customers
  • Advocate customer/prospect position in credit approval process by working collaberatively with Region Manger and Risk Management
  • Demontrate a depth of knowledge of Websters products, services and capabilities
  • Represent Webster in local community and take leadership positions on highly visible Boards
222

Senior Relationship Manager Resume Examples & Samples

  • Develop complex new and profitable business
  • Execute highly focused prospecting activities
  • Structure credit solutions for high level existing and potential customers; advocate customer/prospect position in credit approval process
  • Develop and maintain deep understanding of customer's financial condition and needs
  • Demonstrate in depth knowledge of Webster products, services, and capabilities
  • Represent Webster in the local community
  • Bachelor's Degree in finance, business, accounting, economics, or related field required; advanced degree a plus
  • 8+ years of experience in credit structuring and cross selling within the healthcare sector of business
  • Proven ability to develop and cultivate complex healthcare sector customer relationships
  • Excellent interpersonal, team building, and communication skills
  • Thorough understanding of regulations governing financial products/services
  • Thorough understanding of regulations governing reimbursements in the healthcare and senior housing industry
223

Senior Relationship Manager Resume Examples & Samples

  • Acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial customers
  • Drives revenue growth through self-sourced opportunities within the upper-end / more complex universe of commercial customers and prospects
  • Bachelors degree or equivalent experience; Masters preferred
  • Background in sales/client interfacing and commercial credit knowledge
  • At least 15 years specialized knowledge
  • Displays deep understanding of capital structures and has experience in senior debt structures
  • Experience in all aspects of company's capital structure
  • Superior knowledge of commercial banking products and services (both credit & non-credit) credit policy and procedures, and commercial compliance regulations
  • Knows key prospects in market
224

Unlicensed Senior Relationship Manager Trainee North Valley Plaza Financial Center Resume Examples & Samples

  • Sell financial products (e.g. credit cards, CDs, IRAs, SB loans); Open deposit and self-directed investment accounts ensuring adherence to broker/dealer regulations
  • Series 7 and Series 66 required; if not held, Series 7 & 66 must be obtained within 150 days of your start date, dependent upon identified licensing path
  • Bank of America financial center sales experience
  • Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
225

Senior Relationship Manager Healthcare & Institutions Resume Examples & Samples

  • At least 7+ years of broad based commercial lending/corporate finance experience
  • Existing knowledge of the local markets
  • Experience and knowledge of these industries highly desirable
226

Senior Relationship Manager Middle Market Banking Resume Examples & Samples

  • Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date.)
  • Demonstrated management of an extensive portfolio of middle market clients with revenues greater than $50 million and the ability to successfully manage portfolio
  • Ability to understand and interpret the principles of accounting and finance
  • Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems. ​
  • Highly desirable to have active networking contacts and Centers of Influence established in local markets
227

Senior Relationship Manager Resume Examples & Samples

  • Being the central point of contact for your clients; companies with a turnover as of 250 mio € or stock listed
  • Acting as a sr relationship manager and having strategic discussions with customers of your portfolio up to CFO, CEO and board member level
  • Ensuring good quality of credit and credit approval process, the growth of overall revenues and EVA of your portfolio
  • Originating proactively new profitable business and further identify cross-selling opportunities within your client portfolio
  • Originating deals within your portfolio, co-ordinating and supervising the (local) deal team and activating the product specialists
  • Liaising closely with the Sector Head and interacting with ING product colleagues
  • Ensuring relevant client reporting
228

Senior Relationship Manager Resume Examples & Samples

  • Position may be filled as a Sr. Relationship Manager or a Relationship Manager, depending on experience and qualifications
  • Completion of formal credit training
  • Proven track record of prospecting new business
  • Demonstrated ability to successfully manage and grow a portfolio of clients with revenue between $50 million and $2 billion
  • Financial modeling experience
  • Existing knowledge of global treasury products
229

Senior Relationship Manager Resume Examples & Samples

  • Acts as the main point of contact for very high end net worth clients for Wealth Management
  • Demonstrates strong business development skills by acquiring profitable client relationships with high income / net worth clients of Wealth Management
  • Responsible for identifying client needs and ensuring needs are met by utilizing Investments, Insurance, Daily Banking, Credit or Other relevant products, in connections with client's tax, legal, and estate planning professionals
  • Expands client portfolio through referrals to Trust Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers
  • Expands and builds relationship with clients by proactively monitoring client's portfolio
  • Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent/high-end private customer needs
  • Ensures documentation is up to date and complete
  • Maintaining excellent and effective Client Relationships
  • Maintaining and continuing required licence(s)
  • Bachelor’s Degree in Finance, Accounting, Business or related field. Required
  • Master’s/Advanced Degree in Business Administration or Finance Preferred
  • Required license(s) or certification(s) FINRA Series 7, 63, and 65 (or Series 66 in place of Series 63 & 65)
  • 7 to 10 years of consumer and/or commercial credit decision making experience
  • 7+ years in Private Banking lending, sales and services, and portfolio management
  • Currently managing a portfolio of high net worth clients
  • Strong knowledge of financial products and services for the very high end net worth individual market
  • Strong knowledge of consumer lending; credit, documentation and portfolio management
  • Strong knowledge of brokerage and investment products
230

Senior Relationship Manager Resume Examples & Samples

  • Achieve GPW targets for the designated territory / span of Brokers
  • Activation of agents
  • Ensuring training of Brokers as per business requirements
  • Monitoring key competition developments and ensuring flow of information to the organisation
231

Senior Relationship Manager Resume Examples & Samples

  • Minimum 5 years of direct sales experience required
  • Minimum 5 years of experience in a financial institution required
  • Minimum 5 years of management experience required
  • Comprehensive knowledge of bank products and services
  • Understanding of various phases of sales management, including planning, goal setting, project/time management and selling techniques
  • Accomplished sales skills
  • Good managerial skills with emphasis on planning and organization. Excellent interpersonal, verbal and written communication skills
  • Strong motivational and leadership skills
  • Strong knowledge of operations, regulatory compliance and banking regulations preferred
232

Senior Relationship Manager Resume Examples & Samples

  • Service, manage and develop a portfolio of clients with regard to their Foreign Currency transactions and international payments
  • Provide exceptional customer service with around pricing, problem solving, and information flow
  • Maintain client relationships in and across multiple management levels within your client’s organisation to drive incremental growth to achieve targets
  • You will also have a strong focus on client retention and cross sell opportunities
  • Ability to work within a flexibility workplace
  • Working with other internal stakeholders to achieve optimum outcomes for our clients
  • Previous experience in client servicing or sales environment in financial markets highly regarded
  • Knowledge of global macroeconomic economics and drivers as well as all-round business acumen
  • Understanding of compliance frameworks and a working knowledge of risk management within financial markets
  • Knowledge and/or experience at an operational banking level with regard to international payments
  • Passion for service and driving results
  • Previous experience of managing a large client portfolio (100+) would be desirable
233

Senior Relationship Manager Resume Examples & Samples

  • Core responsibility is to increase participation (policy sales) within assigned employer accounts
  • Represents Liberty Mutual as a single point of contact with the employer partner and/or the employer’s designated broker
  • Develops a comprehensive marketing communication plan for each partner. Continually works to upsell new marketing communication initiatives to existing employer partners
  • Collaborates with internal groups to administer execution of the marking communication program
  • Secures referrals for prospective employer partners
  • Analyzes executed communication initiatives and uses financial acumen to continually drive cost-effective quoting opportunities to all distribution channels
  • Provides accurate and timely quarterly and annual reporting to partners
  • Manages client level travel and promotional budgets
  • Supports the sales process by co-presenting communication strategies with aligned Account Executives
  • Develops and builds effective working relationships with business partners including clients, brokers, and internal stakeholders
  • A minimum of 5 years of relevant professional experience required
  • Strong interpersonal skills, including face-to-face, phone, and written communications, negotiation, problem solving, closing, and decision making absolutely essential
  • B2B relationship management experience strongly preferred
  • Ability to track, measure, and analyze results
  • Proficient in Microsoft Excel, Word, and Power Point
  • Bachelor degree and MBA preferred
  • P & C Licensing required within the first 6 months in the role
234

Senior Relationship Manager Resume Examples & Samples

  • Direct and dedicated management of larger accounts
  • Owns daily client communications and directs staff and other functional departments
  • Supervises project briefs and writes creative briefs
  • Works with Strategy & Analytics to help set strategic vision for the account
  • Responsible for generation of SOWs and estimates as well as invoices and payment coordination
  • Develop and manage client relationships
  • Participate in client’s marketing planning process
  • Ensure service levels and tactics are keeping with strategic goals and that service levels are met
  • Communicate reports, results, and proposals to client
  • Formulate account specific service tactics, utilizing team orientation
  • Manage the team’s account service effort and increase efficiency of programs
  • Owns the data processing process, including directing the internal production data teams as to specific campaign requirements
  • Build team dynamic and chemistry across the day-to-day associates
  • Team management including reviewing utilization rates, participating in the hiring and recruiting process, and developing employees for career progression
  • Lead development of new creative; work with Creative department and ensure that creative is on target with existing plan
  • Client leadership
  • Selects, develops, and evaluates personnel ensuring efficient operation of the function
  • Manages career paths by coaching and mentoring direct reports
  • Holds associates accountable for their work by setting expectations, achieving commitments, providing feedback, and evaluating effectiveness
  • Provide technical leadership in the organization
  • Collaborates with peers and reports on talent/performance management
  • Manages staff (including direct, indirect, and matrixed) and project timelines
  • Escalates critical issues to senior leadership appropriately
  • Develops best practices and champions them within the organization
  • Builds strong internal peer network
  • Superior understanding of the creative development process
  • Extremely organized with a tremendous recall for day-to-day activities
  • Exceptional conceptual thinking
  • Excellent communication skills, must communicate across internal teams and with clients
  • Superior understanding of direct marketing
  • Proven record of building long-term relationships
  • Superior strategic thinker
  • Exceptional workflow management
  • Expert knowledge of methodologies and digital technologies
  • Able to coordinate projects across functional teams
  • Able to communicate effectively with direct manager and upper management, and synthesize relevant information on key milestones, success criteria, and risks
  • Able to lead team without direct supervision
  • Able to solve complex problems and issues
  • Able to recognize and manage new business opportunities
  • Able to interact with customers, coach analysts and developers, and influence peers and management
  • Able to learn quickly and rapidly establish expertise with the company standard and client-specific solutions
235

Transfund Senior Relationship Manager Resume Examples & Samples

  • Manages the relationships of existing clients to ensure account retention. Develops rapport with senior client contacts to establish trust and credibility for TransFund. Provides consultative customer service by determining the business plan, strategy, and target market of each assigned account and educating them on how to use TransFund products to enhance their value proposition. Works creatively with TransFund Marketing to use existing, and identify new ways for the client to promote their TransFund products to grow program profitability. Masters a strategy of cross-selling every relevant product to minimize the likelihood of attrition. Plans for, monitors, and actively pursues the renewal of client service contracts for multi-year terms with minimal changes to pricing. Acts as the business owner of the profitability of each client relationship assigned, with responsibilities for active growth. Travels regularly to visit clients for a more personal service level. The Senior Relationship Manager is assigned the most significant and technically complex TransFund accounts
  • Directs and provides client support, including operational and technical problem troubleshooting and research requests. Acts as the senior escalation contact for client service issues
  • Participates in the development of new products and enhancements to the network to provide additional revenue opportunities
  • Develops and updates training manuals and system documentation to increase the value of the network to clients
  • Provides guidance and training to less-experienced relationship managers
  • Extensive knowledge of the EFT Industry, especially related to processing
  • Extensive knowledge of relationship management methodology
  • Advanced knowledge of Bank products, operations/product delivery system, banking applications
  • Excellent PC and software package skills and on-line system experience
  • Excellent interpersonal skills in order to lead, motivate, and promote team building