Relationship Support Manager Job Description

Relationship Support Manager Job Description

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Relationship support manager provides the CRM enterprise including group leadership with a proactive credit view that highlights key credit risk and trends.

Relationship Support Manager Duties & Responsibilities

To write an effective relationship support manager job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship support manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Understanding, evaluating and delivering all process reporting requirements
Lead the transition of new activities into the established SRM support team
Services as primary support contact for a portfolio of national merchants
Analyze business systems and processes
Work with business leaders to document project requests and provide initial scope and cost benefit analysis, input for project prioritization
Provide proactive notifications to customer
Organized by geography with teams aligned by industry
Be an integral partner to CIB Credit Risk
Develops and directs the relationships with strategic (high-spend, high-value and high-dependence vendors
Responding to servicing requests received from clients, those from other business areas and third parties

Relationship Support Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Relationship Support Manager

List any licenses or certifications required by the position: PMP

Education for Relationship Support Manager

Typically a job would require a certain level of education.

Employers hiring for the relationship support manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Education, MBA, Business, Computer Science, Marketing, Accounting, Mathematics, Business/Administration

Skills for Relationship Support Manager

Desired skills for relationship support manager include:

Bank’s structures
Credit application process and credit risk policies and procedures
International business and various industry sectors
Products and services
HSBC Group capabilities
CMB’s international proposition / product capabilities
Credit analysis
Current market
Emerging trends that may highlight areas for improvement
Opportunities for our customers

Desired experience for relationship support manager includes:

Undertaking or having completed Credit Skills Development or ifs School of Finance examinations, or equivalent, would be an advantage as the jobholder will be expected to completed CSD within 12 months of being in the role
Bachelor's degree or the equivalent in business administration, accounting, marketing or other related fields
Risk is inherent in this objective
Minimum of 2-5 years’ experience in the Commercial or
Minimum Bachelor degree holder in Finance, Marketing or relevant discipline
Commercial awareness of the corporate market and a wider understanding of general economic climate

Relationship Support Manager Examples

1

Relationship Support Manager Job Description

Job Description Example
Our innovative and growing company is looking for a relationship support manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship support manager
  • Proactively identifying opportunities to cross sell and provide solutions to customer’s needs
  • Responsible for the Stakeholder Engagement
  • Monitor and drive PtP performance for different and specific Sourcing categories
  • Handle and drive change management
  • Manage escalations from internal stakeholders and suppliers
  • Drive efficiency in the Purchase to Pay area
  • Prepare materials and present information representing AMS at business governance, Application Development planning boards and MOR reviews
  • Facilitate closure of High Visibility issues across AMS horizontal teams and verticals
  • Participate in project planning discussions and communicate to AMS
  • Participate in QRM’s & Incident Reviews so that information can be proactively shared with AD/Business
Qualifications for relationship support manager
  • 5 years of professional work experience in financial services risk or project management
  • Minimum of 3 years’ experience in the Commercial Banking environment
  • International experience including study abroad programs and internships strongly preferred
  • 3-6 years experience selling services and providing sales support to Corporate and Professional Services Clients
  • Experience of compiling professional pitches and presentations
  • Systems knowledge to include experience of Windows-based packages
2

Relationship Support Manager Job Description

Job Description Example
Our company is hiring for a relationship support manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for relationship support manager
  • Review of SLA’s (application & batch) based on current production experience
  • Closely working with Relationship Directors to manage a portfolio of clients
  • Closely working with Relationship Directors to manage a portfolio of complex clients
  • Act as point of contact for all production related activities
  • Lead service review meetings with business and contribute to Business Relationship Manager (BRM) meetings
  • Manage regular review with service providers
  • Provide governance and feedback to off-shore support team
  • Review and approve changes to production, screen release notes for production changes
  • Understand the business priority and relay this to off-shore support team
  • Coordinate disaster recovery tests
Qualifications for relationship support manager
  • Holistic mind set, being able to see big picture in complex and detailed issues
  • Good in Networking
  • Share good practice and perform benchmarking
  • Comfort working across divisions, with internal and external stakeholders and with senior management
  • Advanced skills in creating high-impact presentations for all audiences (executive/senior management, regulators, training, ) including the ability to represent content concisely through charts and graphics for enhanced visual impact
  • Looking for an individual that is entrepreneurial, active and business focused, results driven
3

Relationship Support Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of relationship support manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship support manager
  • Ensure the continuity of the business by building and maintaining a strong relationship with business teams, off-shore support team, development, testing, project managers and business analysts (both within the IT and business), internal/external infrastructure teams and application vendors
  • Reinforce off-shore team ensuring the ITIL aligned processes are adhered to (incident/request, major incident, problem, change, and knowledge management)
  • Participate to continuous improvements and global governance
  • Take part to transversal initiatives across the wider EMEA teams
  • Manages a team of Business Consultants with a goal of effectively balancing resource utilization needs with planning targets, skills allocation, actual utilization and staffing levels
  • Driving improvements to the customer experience by understanding and acting on the challenges faced by the front-line team, detailing retrospective issues / lessons learnt, how to avoid again
  • Liaison to the field and internal departments to help the sales reps gain control of their respective territories
  • Responsible for all customer communications, conflict resolution, and compliance on customer deliverables and revenues
  • Ensures that customer issues are dealt with in an efficient manner, informing the Operations Manager or CS Director of any problems that may arise
  • Develops a trusted advisor relationship with key accounts, customer stakeholders and sales colleagues
Qualifications for relationship support manager
  • Understands / speaks French English fluently
  • Total of 1-3 years of commercial banking experience
  • Qualified or working towards financial Professional Qualifications (for example, IFS), preferred
  • Being qualified or working towards financial Professional Qualifications (for example, IFS), preferred
  • Asset Finance experience (not essential, but preferred)
  • Ensure strong direct/indirect connections with the end customers, understanding their current and future supply chain needs including those that are implied but not communicated to identify optimization opportunities such as ordering pattern, delivery profile and transportation savings
4

Relationship Support Manager Job Description

Job Description Example
Our company is looking for a relationship support manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship support manager
  • Works closely with Repair Services to ensure customer's contracts are renewed on time for special repair pricing
  • Organizes meetings as necessary to respond to customer's needs
  • Works closely with External Support Account Coordinators and Case Managers in order to maintain a continuous knowledge of order status in order to identify potential issues and/or opportunities within or related to the order
  • Ensures that all processes and procedures are completed, quality standards are met, and that orders are profitable
  • Identifies opportunities for account growth and new business, involving the sales teams, Operations Manager, and CS Director
  • Clearly communicates the progress of monthly/quarterly initiatives to internal and external stakeholders
  • Forecasts, tracks, and reports on key account metrics
  • Communicates the customer's goals and represents the customer's interests to the Customer Support team
  • Provides regular two-way communication between the customer and team, to provide strong team representation and set proper customer expectations
  • Reports to Operations Supervisor, providing regular input on all account activity, including status and call reports on a weekly basis
Qualifications for relationship support manager
  • Experience in supply chain, adjusting processes or working with customers
  • Desirable project management experience to coordinate small to medium size projects with customers and internal teams
  • Desirable analytical thinking to contribute with ideas to management on strategies and roadmaps
  • Desirable creativity and visionary skills
  • Leadership capabilities (13 direct reports located across Canada), performance management and team development experience, ability to motivate, influence others and communicate well to ensure team work and delivery of results in line with goals
  • Visible and motivational leadership, ability to influence others
5

Relationship Support Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a relationship support manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship support manager
  • Maintains high customer and colleague satisfaction ratings that meet company standards
  • Together with Professional Services you will drive onboarding of the customer and continue to engage to maximize customer ROI and services benefits
  • Identifies incremental opportunities with other business units to result in continued revenue generation
  • Meets assigned expectations for retention
  • Take personal accountability for your own development in order that you can be the best you can be, using development tools and actively sharing your skills and knowledge with your colleagues
  • Participate in and report back on guilds, institutions, or other BRM specific networks and groups
  • Support and enforcement of IT PMO processes and systems
  • Oversight of project management of initiatives in TRS, EI, FAS, and Digital consulting spaces, providing communication back to business areas on their projects’ status
  • Collaborate on development of strategic plans, roadmaps, business cases and prioritization of consulting system initiatives and tasks
  • Liaison between IT and consulting communities for operational and other related technology issues
Qualifications for relationship support manager
  • Excellent written and oral communication skills with a demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization
  • Role requires the ability to work as needed overtime (mostly with advanced notice depending on business needs and deadlines)
  • Experience with leading software usability testing
  • Experience with ALM tools like Jira or TFS
  • An ability to demonstrate excellent customer service
  • Full or partial Credit Skill Development or School of Finance completed examination (or equivalents) preferred

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