Relationship Advisor Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the relationship advisor job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

K Erdman

Kaitlin

Erdman

3657 Olaf Mill

New York

+1 (555) 814 8588

3657 Olaf Mill

New York

Phone

p +1 (555) 814 8588

Experience Experience

Phoenix, AZ

Relationship Advisor

Phoenix, AZ

Koelpin Inc

Phoenix, AZ

Relationship Advisor

1) Managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating policy changes. Attending/leading face-to-face client calls
2) Identify cross sale opportunities and work effectively with bank colleagues to consultatively position product solutions to clients
4) Possess extensive knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, disbursement and collection cash management solutions
Manage and enhance existing relationships with clients and influencing positive change in their operations, as well as communicating policy changes,
Responsible for client retention and increasing average revenue per client within the assigned client portfolio through proactive identification of global cross-sell opportunities,
Direct delivery and service of identified product solutions,
Overall client satisfaction and net promoter score (NPS) within the assigned portfolio

Los Angeles, CA

Client Relationship Advisor

Los Angeles, CA

Dooley-Fay

Los Angeles, CA

Client Relationship Advisor

Delivering both a re-active service to handle enquiries and a proactive service to update clients on investment performance and future prospects
Developing client relationships with Barclays through delivery of a professional service via telephone, email and written communications
Manage and monitor collaterals related to trade finance products that necessitates credit endorsement
Look to actively develop relationships with all clients including setting up client facing meetings and be recognized as the escalation main point of contact
Respond to front office questions and requests as well as providing periodic product information updates
A background working in a telephony or face to face customer centric role would be advantageous
Outcome: We will keep you updated throughout the process. If you attend an interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome

present

Philadelphia, PA

Banking Relationship Advisor, Team Leader

Philadelphia, PA

Rohan and Sons

present

Philadelphia, PA

Banking Relationship Advisor, Team Leader

present

Provides input and support to budget management process
Partners with a team of bankers within a Private Client Advisory or Wealth Advisory Team and is responsible for the growth and retention of the banking business of that team. Depending on the size and scope of the team, roles which will partner with the Team Leader include - Banking Relationship Advisors, Portfolio Banking Advisors, Banking Advisors, Associate Banking Advisors and Account Managers. Team goals will depend on the size and composition of the team
Provides leadership and guidance to banking partners, fostering an environment which encourages partner participation, teamwork, and communication
Researches potential markets, develops client referral sources, and initiates contact with prospects to promote and sell the bank's capabilities in all disciplines – banking, trust and investments
Manages credit risk ensuring credit quality of the managed portfolio
Ensuring Satisfactory Loan Reviews and Audits for their respective team
Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise

Education Education

Bachelor’s Degree in Business

Michigan State University

Bachelor’s Degree in Business

Skills Skills

Seasoned multi-disciplinary expert with extensive technical and/or business knowledge and functional expertise
Carries out complex initiatives involving multiple disciplines and/or ambiguous issues
Generates leads through well established relationships with COI’s and continues to cultivate a network of additional COI’s
Sources and refers new wealth management opportunities to his/her partners
Generates significant new annual loan production, the majority of which is self-sourced
Focus of role is on execution of strategic direction of business function activities
Advises and consults with clients as it relates to Life Driven Wealth Management
Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity
6-10 years in financial analysis and client servicing experience, or commercial lending or leasing experience
7-10 years in financial services and client servicing experience, and commercial lending experience

Create a Resume in Minutes

8 Relationship Advisor resume templates

Read our complete resume writing guides

Senior Relationship Advisor Resume Examples & Samples

Possess: expert knowledge of the financial markets, products and services, including TIAA-CREF products and
Recommend and implement standards and changes to standards to control risks in the implementation area
Possess expert knowledge of plan administration, plan design, plan provisions and product offerings
Demonstrate relationship development and/or consultative selling skills, including proven sales and or a previous
Minimum of 4 or more years of institutional/individual relationship management, financial sales or financial services
NASD Series 7 and 63 registrations
Strong customer service and sales related skills are essential
Basic project management skills and an understanding of process excellence
Ability to work independently and with internal business partners
Excellent communication skills: oral, written, presentation and negotiation skills are essential
Able to identify appropriate sales/business opportunities with effective probing techniques
Advanced time management skills
Ability to influence others across the organization

Banking Relationship Advisor Resume Examples & Samples

Responsible for “cold calling” on prospects with the ability to self-source new relationships
Responsible for analyzing, structuring and negotiating complex loan and/or lease agreements in order to “win” new business in accordance with policies and good risk management practices. Oversees and negotiates the preparation of documentation necessary for the financing agreement
Applies skills to assist borrowers in managing risk, including interest rate risk thru the use special pricing conditions and interest rates Swaps
Generates significant new annual loan production, the majority of which is self-sourced
Generates leads through well established relationships with COI’s and continues to cultivate a network of additional COI’s
Sources and refers new wealth management opportunities to his/her partners
Seasoned multi-disciplinary expert with extensive technical and/or business knowledge and functional expertise
Carries out complex initiatives involving multiple disciplines and/or ambiguous issues
6-10 years in financial analysis and client servicing experience, or commercial lending or leasing experience

Customer Relationship Advisor Resume Examples & Samples

Welcoming all customers in a friendly and proactive way
Selling our accounts and payment products, and recommending products from other fields
Helping and advising customers in the use of Self'Bank and online banking tools
Finding solutions(with a smile) to all their requirements
Detecting other business opportunities via your commercial contacts and passing them on to the appropriate colleague
Contributingto optimising the results of the branch; and
Above all, being an enthusiastic and professional ambassador for ING, whose priority is the customer

Cf Relationship Advisor Resume Examples & Samples

Interviews customers to gather information concerning their loan needs, earnings, and financial condition in order to determine the appropriate loan products
Provides account status updates to clients
Explains the benefits of all BBVA Compass’ products including, but not limited to, deposit accounts, digital banking services, credit literacy services and loans
As necessary, make outbound cold calls to potential customers of Compass' products
Responsible for strict adherence to all compliance and regulatory requirements as well as department policies and procedures
Analytical and open-minded, able to provide an objective assessment based on verified data
A confident communicator able to present information, in detail, summary or response, to all levels of management
Strong computer skills, including experience with word processing, spreadsheets and internet applications
A reliable team player with strong interpersonal skills
Self-motivated and able to prioritize tasks

Banking Relationship Advisor, Team Leader Resume Examples & Samples

Manages a book of banking and lending clients relative to the size and needs of the team
Has personal as well as team goals; sources, directs and participates in the development of new business. Personally sources and partners with the bankers on the team to source. Coordinates strategies for enhancing client relationships and developing new relationships. Individual goals will be that of a Banking Relationship Advisor
Conducts the performance management process, identifies training and development needs, and establishes performance standards for the unit
Partnering with the Banking Practice Leaders, determines staffing needs, makes hiring and termination decisions
Handles salary administration, and ensures resources are available to accomplish priorities
Participates in developing the team’s business plan and sets goals and priorities based on the direction set for the team. Follows through to ensure objectives are met
Provides leadership and guidance to banking partners, fostering an environment which encourages partner participation, teamwork, and communication
Researches potential markets, develops client referral sources, and initiates contact with prospects to promote and sell the bank's capabilities in all disciplines – banking, trust and investments
Is certified in GPS and is able to lead Life Driven Wealth Management activities for bankers. Builds effective relationships and manages the sales process
Manages credit risk ensuring credit quality of the managed portfolio
Ensuring Satisfactory Loan Reviews and Audits for their respective team
Accountable for ensuring that all Bankers on the team perform well in Loan Reviews, Annual Reviews, LDU’s and all other compliance, regulatory reviews and matters, including training
Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise
Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity
Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work
Conducts performance management and career development processes, and staffing and disciplinary actions
Provides input and support to budget management process

Banking Relationship Advisor, Team Leader Resume Examples & Samples

Participates in developing the teams business plan and sets goals and priorities based on the direction set for the team. Follows through to ensure objectives are met
Researches potential markets, develops client referral sources, and initiates contact with prospects to promote and sell the bank's capabilities in all disciplines banking, trust and investments
Accountable for ensuring that all Bankers on the team perform well in Loan Reviews, Annual Reviews, LDU's and all other compliance, regulatory reviews and matters, including training

Banking Relationship Advisor Resume Examples & Samples

Responsible for developing new relationships and existing relationships with a great emphasis on bringing new relationships to the Bank. Identifies prospects and develops an on-going marketing strategy for specific clients and prospects
Applies knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new clients
Responsible for cold calling on prospects with the ability to self-source new relationships
Generates leads through well established relationships with COIs and continues to cultivate a network of additional COIs

Banking Relationship Advisor Resume Examples & Samples

Responsible for developing new relationships and existing relationships with a great emphasis on bringing new relationships to the Bank. Identifies prospects and develops an on-going marketing strategy for specific clients and prospects. 2. Applies knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new clients
Responsible forcold calling on prospects with the ability to self-source new relationships
Generates leads through well established relationships with COI's and continues to cultivate a network of additional COI's

Banking Relationship Advisor Resume Examples & Samples

Responsible for �cold calling� on prospects with the ability to self-source new relationships
Responsible for analyzing, structuring and negotiating complex loan and/or lease agreements in order to �win� new business in accordance with policies and good risk management practices. Oversees and negotiates the preparation of documentation necessary for the financing agreement
Generates leads through well established relationships with COI�s and continues to cultivate a network of additional COI�s

Relationship Advisor Resume Examples & Samples

Responsible for adhering to Bank service and sales practices, policies, procedures, legal and compliance requirements
Adherence to Bank practices, policies, procedures, legal and compliance requirements
Manage and grow existing relationships with clients and influence positive change in their operations, as well as communicate bank policy and/or procedure changes
Identify cross sale opportunities and work effectively with bank colleagues to consultatively position product solutions to clients
Possess extensive knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, disbursement and collection cash management solutions

Relationship Advisor Resume Examples & Samples

1) managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating policy changes
2) responsible for client retention and increasing average revenue per client within the assigned client portfolio through proactive identification of global cross-sell opportunities
4) overall client satisfaction and net promoter score (NPS) within the assigned portfolio
5) Independently has discretion and authority within assigned portfolio to assess and manage risk in relation to overdrafts, business credit card temporary increases and is responsible for setting action plan to mitigate risk and decision action steps
6) Possessing extensive knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, disbursement and collection cash management solutions
7) Adhering to Bank service and sales practices, policies, procedures, legal and compliance requirements
1) Managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating policy changes. Attending/leading face-to-face client calls
2) Identify cross sale opportunities and work effectively with bank colleagues to consultatively position product solutions to clients
3) Partner with Deal Team and Product Advisor to present/sell SVB services to prospect clients. Ensure a seamless/simple on boarding experience for new clients
4) Possess extensive knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, disbursement and collection cash management solutions
5) Assist in day-to-day servicing of client needs and escalated issues

Relationship Advisor Resume Examples & Samples

Manage and enhance existing relationships with clients and influencing positive change in their operations, as well as communicating policy changes,
Responsible for client retention and increasing average revenue per client within the assigned client portfolio through proactive identification of global cross-sell opportunities,
Direct delivery and service of identified product solutions,
Overall client satisfaction and net promoter score (NPS) within the assigned portfolio
Independently has discretion and authority within assigned portfolio to assess and manage risk in relation to overdrafts, business credit card temporary increases and is responsible for setting action plan to mitigate risk and decision action steps
Influence positive changes in clients’ operations, as well as communicate bank policy and/or procedure changes
Possess extensive knowledge related to bank deposit and cash management products and services, including but not limited to digital channel platforms, account reporting, disbursement and collection services, and global cash management solutions
Build and nurture relationships with key clients to increase SVB product awareness, penetration and counter competitive activity
Participate in strategy meetings with bank partners to increase client retention, deepen relationships, uncover product gaps, win deals, identify outreach opportunities and set goals to achieve measurable business results
Manage onboarding of new relationships by gathering and validating all relevant legal documentation to adhere to Know Your Customer (KYC) and Anti-Money Laundering and other banking regulations for new and existing relationships
Prepare necessary bank documents and establish client records
Monitor and participate in product implementation trainings
Reinforce and educate clients of available self-service tools
Create, organize and deliver regular training and technology demonstrations via web conferencing or in person to support the client self-service strategy
Provide ongoing advice and support to clients on all activity related to client accounts, including assessing risk related transactions, incident/campaign related client outreach, assisting clients with fraud mitigation, managing cash flow, and/or other daily bank operational needs
Provide client support for escalated product or service issues
Regularly interact with clients/prospects to determine potential client process improvement or sales referral opportunities
Frequently schedule client meetings and adhere to pre-call planning and post-call practices
Identify opportunities as a result of client interactions with Service Advisor or product team to further influence the positive outcome of the client experience
Maintain information in contact management systems to monitor sales efforts, client contact, escalation support, product campaigns, portfolio reviews, training activity and availability of sales materials and resources
Provide records for performance tracking and targeting future sales efforts/referral opportunities
Participate in selected industry related networking organizations, examine industry best practices and disseminate competitor information collected to appropriate internal business teams
Prospect and participate in local community events to promote SVB brand awareness
Actively participate/lead bank initiatives/task forces
Consistently search for process improvements and lead efforts to implement
Provide support and back-up for RA colleagues when needed, share insights, lesson learned and best practices with RA community
Identify and champion ideas that will build efficiencies and enhance the client experience

Relationship Advisor Resume Examples & Samples

1) managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating any policy changes
2) responsible for client retention and assisting with the bank’s overall strategy of increasing non-interest income within the assigned client portfolio(s) through pro-active outreach and helping to identify cross-sell referral opportunities of global products and services
4) overall client satisfaction and responsibility for positive net promoter score (NPS) within the assigned portfolio
5) independently has discretion and authority within assigned portfolio to assess and manage risk in relation to overdrafts, business credit card temporary increases and is responsible for setting action plan to mitigate risk and decision action steps

Relationship Advisor Resume Examples & Samples

Participate in strategy meetings with internal bank partners to increase client retention, deepen relationships, uncover product gaps, win deals, identify outreach opportunities and set goals to achieve measurable business results
Reinforce and educate clients about available self-service tools
Provide support and back-up for RA colleagues when needed, share insights, lessons learned and best practices with RA community

Relationship Advisor UK Resume Examples & Samples

1) Managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating any policy changes. This includes facilitating onboarding new clients and so a strong knowledge of KYC and regulatory requirements for account opening is required
3) direct delivery and service of identified product solutions
5) independently has some discretion and authority within assigned portfolio to assess and manage risk in relation to overdrafts, business credit card temporary increases and is responsible for setting action plan to mitigate risk and decision action steps
Work effectively with bank colleagues to consultatively position product solutions to clients

Banking / Lending Relationship Advisor Resume Examples & Samples

Responsible for analyzing, structuring and negotiating complex loan and/or lease agreements in order to win new business in accordance with policies and good risk management practices. Oversees and negotiates the preparation of documentation necessary for the financing agreement
Advises and consults with clients as it relates to Life Driven Wealth Management
Generates leads through well established relationships with COI?s and continues to cultivate a network of additional COIs
Focus of role is on execution of strategic direction of business function activities
8-10 years in financial analysis and client servicing experience, or commercial lending or leasing experience

Bilingual VP Premier Relationship Advisor Resume Examples & Samples

Expert knowledge of external regulatory framework relevant to wealth management
Sound knowledge of financial services products and services and client relationship management systems
Bilingual Mandarin Chinese / English

Relationship Advisor Resume Examples & Samples

Understanding of company and the Relationship Advisory scope and delivery of best in class client experience
Review and analyze client data to be in compliance with BSA/AML guidelines
May be responsible for onboarding of new client relationships as well as servicing
May serve as the main point of contact in resolving client requests or issues
Conversant and knowledgeable on identifying the cash management products and services as well as identify if an account structure change is needed to help a client optimize their finance teams automation
Partner with Senior RAs on calls as well as day to day servicing of client requests
Client interaction by phone and email is required

Relationship Advisor Resume Examples & Samples

1) Managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating policy changes
2) Responsible for client retention and increasing average revenue per client within the assigned client portfolio through proactive identification of global cross-sell opportunities
3) Direct delivery and service of identified product solutions
4) Overall client satisfaction and net promoter score (NPS) within the assigned portfolio

Multilingual Customer Relationship Advisor Resume Examples & Samples

Nice office buildings with convenient locations in Budapest
Reimbursable language courses
Fruit Day Tuesday
Reward & Recognition Award for outstanding colleagues

Customer Relationship Advisor Resume Examples & Samples

Competitive monthly starting salary with cafeteria & benefits program
Dynamic teams working together with prestigious clients
Csocso championship

Relationship Advisor Resume Examples & Samples

1) Managing existing SB relationships with clients and influencing positive change in their operations, as well as communicating policy changes
2) Responsible for working with the SB clients to determine if the client is in the appropriate niche/sector, often in partnership with In Market Relationship Team
4) SB RA responsible for escalated client request's from the client support center, as identified on the Redirect List
5) Overall client satisfaction and net promoter score (NPS) within the assigned portfolio
6) Independently has discretion and authority within assigned portfolio to assess and manage risk in relation to overdrafts, business credit card temporary and permanent increases, and is responsible for setting action plans to mitigate risk and decision action steps, this may involve working with the BSA team if determined the client's business relationship needs to be exited
7) Must have an understanding of SVB credit model
8) Prequalify existing client's who would like to open a new business entity, including conversing with the client if the business is not part of SVB's niche
9) Utilize SVB Client Insight Center to proactively manage Small Business portfolio, such as outreach, and portfolio clean-up etc
10) Manage quarterly Warrant Report, and additional maturing Treasuring Management facilities
The SB RA is responsible for developing and maintaining a working relationship with the key contacts within the client's treasury team or decision maker. For client's with potential growth the SB RA builds a consistent calling and regular client contact strategy to determine and identify cross sell opportunities for product and service solutions, as well as opportunities to transition to a SVB In Market team
The SB RA provides a proactive level of attention and influence to high potential clients. He/she participates and or may independently build a constant calling and regular client contact strategy to provide a high level of proactive follow-up, and determine and identify appropriate cross-selling opportunities
Must quickly gain a thorough knowledge of the SVB’s operations, products and services to influence the clients’ integration and adoption of the banks’ products and services
The SB RA will work with the cash management PA for a deposit and product solution. Based on the cash management products/service, it may be determined the client may be transitioned to a different segment
The SB RA independently manages an assigned portfolio. He/she must be able to demonstrate independent discretion and judgment while balancing advocacy for the client and the bank
The SB RA is the escalation point for all deposit and operational issues for the client
SB RAs are responsible for independently evaluating their client’s needs based on an understanding of the client’s business and making recommendations to improve the client’s financial processes, implementation of best practices and access to key contacts (referrals) based on the client life cycle within their portfolio
The SB RA works with clients and develops on-line channel expertise to quarterback client integration of SVB products and services
Provides support to the client support center for escalated client requests as included on the Small Business Redirect List

Financial Relationship Advisor Resume Examples & Samples

Active Series 7, 66 (65 and 63) and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with phone based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Strong initiative and self-motivation to drive production goals and increase knowledge of the broader financial investment business
Superior planning skills to manage multiple priorities and deadlines
Proficiency in MS Word, PowerPoint and Excel and ability to learn new software
Superior interpersonal and verbal and written communication skills
Motivated to provide the best banking experience to our customers

Relationship Advisor Resume Examples & Samples

Managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating any policy changes
Responsible for client retention and assisting with the bank’s overall strategy of increasing non-interest income within the assigned client portfolio(s) through pro-active outreach calling efforts (both on the phone and in person) and by helping to identify cross-sell referral opportunities of global products and services
Direct delivery and service of identified product solutions
Overall client satisfaction and responsibility for positive net promoter score (NPS) within the assigned portfolio
Work effectively with bank colleagues to consultatively position product solutions to clients. Work as a team. This will be a National team that this interested party would be working with and a team work approach is key
Possess extensive knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, cash management disbursement and collection solutions
Frequently schedule client meetings (over the phone) and adhere to pre-call planning and post-call practices
Find opportunities as a result of client interactions with Service Advisor or product team to further influence the positive outcome of the client experience

Relationship Advisor Resume Examples & Samples

Portfolio management; day to day banking specialist for a specific portfolio, or pooled portfolio of clients. This includes having an extensive knowledge of all types of bank accounts, payment type, cash management products, online banking capabilities and an understanding of collateral and security taking
Develop client relationships for prospects with oversight of elements of the client onboarding
Proactive and reactive contact to deepen relationships and improve the overall client experience
Ensure documentation and Compliance requirements are met by way of KYC and AML adherence with regular client reviews
Assist in preparing information, leading and participation in client reviews depending on the size and nature of the business
Provide Subject Matter input on a variety of projects and process enhancements

Relationship Advisor Resume Examples & Samples

1) Managing and growing existing relationships with clients and influencing positive change in their operations, as well as communicating any policy changes
2) Responsible for client retention and assisting with the bank’s overall strategy of increasing non-interest income within the assigned client portfolio(s) through pro-active outreach and helping to identify cross-sell referral opportunities of global products and services
4) Overall client satisfaction and responsibility for positive net promoter score (NPS) within the assigned portfolio
Consistently searches for process improvements and leads efforts to implement

Client Relationship Advisor Resume Examples & Samples

Manage the communication and work with clients on their letters of credit issuance application requirements and needs
Provide, negotiate and manage trade finance documentation with clients and related parties
Review letter of credit and related credit applications and comment where necessary to make sure that operationally facilities make sense and are fit for purpose and workable
Manage the internal credit process and approvals in partnership with the relationship teams, credit and bank operations
Drive and manage the authentication and verification of client electronic signatures on applications and other required documents
Ensure all appropriate approvals are in place for clients and bank facilities
Manage and monitor collaterals related to trade finance products that necessitates credit endorsement
Work with relationship teams and bank operations groups to resolve rejected auto-extension transactions
Manage various trade finance product forms and client documentation processes
Respond to front office questions and requests as well as providing periodic product information updates
Build and develop relationships with various internal teams and clients
Liase with key stakeholders within the bank such as legal, compliance, back and front offices to ensure the smooth running of trade finance transactions for issuance and amendment delivery
Advise client on trade finance transaction documentation structures and provide value added services
Overseas the implementation of service agreements and requirements forged with the clients within the unit to ensure trade finance staff are aware of their obligations
Provide a superior client experience on their trade finance transactions
Look to actively develop relationships with all clients including setting up client facing meetings and be recognized as the escalation main point of contact
Work with a wide variety of internal and external counterparties to ensure timely identification of issues and their resolutions
Partner with relationship teams to help change client behavior where valuable to remove manual processes and substitute automation
Monitor the trade finance client service mailbox and respond to inquiries and investigations
Point of escalation for clients on any internal or external issues raised to the trade finance team
Actively track the commercial trade flows and infrastructure development of the client and assist trade finance management in identifying new business opportunities with an entrepreneurial perspective
Make recommendations to trade finance team management to improve the efficiency of trade finance products and services delivery as well as per customer/market requirements
Ensure compliance regulations are followed accurately and may be required to actively participate in the KYC/CIP processes to facilitate the client’s trade finance transactions

Relationship Advisor Resume Examples & Samples

2) Responsible for client retention and assisting with the bank’s overall strategy of excellent client service through a differentiated servicing model
5) Independently has discretion and authority within assigned portfolio to assess and manage risk in relation to overdrafts, business credit card temporary increases, etc. and is responsible for setting action plan to mitigate risk and decision action steps
Build and nurture relationships with key clients within your portfolio to increase SVB product awareness, penetration and counter competitive activity
Manage onboarding of new relationships by gathering and validating all relevant legal documentation to adhere to Know Your Customer (KYC) and Anti-Money Laundering (AML) and other banking regulations for new and existing relationships
Reinforce and educate clients of all available banking tools (including self-service)
Create, organize and deliver regular training and technology demonstrations via web conferencing to support the client self-service strategy and optimization of banking products
Actively participate in bank initiatives/task forces

Digital Relationship Advisor Resume Examples & Samples

One year of banking or financial services experience with emphasis in consumer lending and deposit and loan sales. (Two years- DRM I (16), Three years - DRM II (18))
One year prior experience in proactive outbound sales preferred
One year of portfolio management experience preferred for DRM I. (Two years required - DRM II)
Meet credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history report and review of credit report
Must have knowledge of and experience in mobile, online and branch banking
Must have assertive communication skills with a focus for sales. 12. Ability to maintain the confidentiality of customer information

Relationship Advisor Resume Examples & Samples

Approach relationship management in a consultative approach by engaging internal partner experts in offering operational account and cash management needs
Able to effectively lead and guide clients to services that will optimize their operational efficiency
Confidently advise the main relationship team in which the client belongs with on recommendations for new direction or change in service products and pricing
Conversant on complex Cash management products, knowledge of commercial credit card programs, familiarity finance role functions within a company
Participant in strategic client and team meetings to discuss client portfolios
Manage the commercial deposit relationship jointly with our main relationship team
Effectively onboard new client relationships and may independently handle new client relationship calls post introduction by the relationship team
Support bank initiatives and quickly adjusts behaviors to scale the business

Customer Relationship Advisor Resume Examples & Samples

Provide exceptional customer after care support and case management post-Operations hand-off, and throughout installation projects when necessary
Actively maintain long-term, customer relationships through post-installation welcome calls and scheduled proactive outbound communications as assigned
Encourage customer referral generation by maintaining customer confidence in all interactions and proactive communications
Monitor all inbound phone lines and email accounts as assigned. Respond to all inquiries and refer or elevate opportunities and issues to the appropriate areas as needed
Respond promptly and professionally to phone and email inquiries
Resolve complex customer issues and follow up with appropriate internal and external resources as needed to drive to resolution
Maintain complete records of all customer touches and report on activities of self or group as directed
Participate in special projects and group activities as assigned including outbound communication initiatives and project performance tracking
Assist with coordination of customer participation in customer satisfaction surveys, case studies, online referral programs, reference requests and public relations activities
Develop and maintain a detailed, technical knowledge of residential solar products, financing products, SREC offers, solar system installation, and system monitoring

Client Relationship Advisor Resume Examples & Samples

Developing client relationships with Barclays through delivery of a professional service via telephone, email and written communications
Effectively managing your workload whilst adhering to regulatory requirements
Delivering both a re-active service to handle enquiries and a proactive service to update clients on investment performance and future prospects
Ensuring that quarterly external surveys are conducted and that clients are invited to feedback on their service experience to Barclays Wealth and Investment Management (WIM)
Experience of managing customer relationships, with the ability build trust and rapport in the first instance
A strong client focus, with a track record of understanding client needs and effective management of long term relationships
A background working in a telephony or face to face customer centric role would be advantageous
Experience in the financial services or investments industry is preferred
Online Assessment:We'll then ask you to complete an online assessment exercise which we will send to you via email. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they'll also provide you with some insight into what our roles entail
Interview:If your application is progressed, we'll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred timeslot

Customer Relationship Advisor Resume Examples & Samples

Excellent oral communication, interpersonal and customer service skills
Excellent writing skills using diplomacy and discretion
Ability to work independently in a fast paced environment and stay cool under pressure
High level of computer literacy with command of office software including Outlook, Excel, Word, and familiarity with using database applications. Experience with Salesforce.com a plus

Relationship Advisor Resume Examples & Samples

Support the use of our internal CRM system to input and properly capture client requests and may notify clients upon completion of requests
A high level of attention to detail, familiarity with Microsoft Office Products, email and work flow management is required
Some client interaction may be required to fulfill requests in supporting the RA Group

Download Relationship Advisor Resume Sample as Image file