Relationship Assistant Resume Samples

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C McCullough

Clementine

McCullough

11370 Flatley Falls

Detroit

+1 (555) 499 4866

11370 Flatley Falls

Detroit

Phone

p +1 (555) 499 4866

Experience Experience

Boston, MA

Relationship Assistant

Boston, MA

Hills-Swift

Boston, MA

Relationship Assistant

Scheduling and coordinating meetings, appointments and travel arrangements
Preparing expense reports for travel and entertainment expenditures
Performing general administrative tasks including binding presentations and coordinating mailings
Maintaining inventory of office supplies and processing supply request orders as necessary
Organizing and maintaining files, correspondence and records in accordance with policy
Creating and maintaining client and contact lists
Providing timely and accurate follow-up for assigned projects

Phoenix, AZ

Client Relationship Assistant

Phoenix, AZ

Feeney-Witting

Phoenix, AZ

Client Relationship Assistant

Provide day-to-day administrative and project management support to the CBDO and the broader business development department in support of various initiatives
Provide Lending Support to Relationship Managers
Assist with metrics and develop processes to monitor business development efforts, specifically in pursuit of opportunities to win work and provide coaching, counseling, and motivation to maximize practice performance
Responsible at Relationship Manager’s request to order appraisal though Real-Estate Information Management Services
Assist in preparation of term sheets as requested by Relationship Manager
Assist Relationship Manager in the upload financial information and client detail into central repository throughout the underwriting process
Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients

present

Phoenix, AZ

Client Relationship Assistant Memphis Mkt BR

Phoenix, AZ

Bednar-Metz

present

Phoenix, AZ

Client Relationship Assistant Memphis Mkt BR

present

Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Provide Commercial Lending Support to Commercial Relationship Managers
Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC
Approve and process commercial client’s withdrawals on lines of credit
Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals

Education Education

Bachelor’s Degree in Finance

Georgia Southern University

Bachelor’s Degree in Finance

Skills Skills

Ability to learn quickly and retain new program information and apply knowledge to enhance quality of call interactions
Ability to be a proactive self-starter, who understands the details within a much larger context and demonstrates good judgment
Strong oral communication and business writing skills with great attention to detail
Strong team orientation; ability to work collaboratively in a team setting
Excellent attention to detail and proofreading skills
Ability to establish credibility with Ropes & Gray attorneys and professional staff to bring to bear the right mix of confidence, tact and persistence
Ability to multi-task
Demonstrated ability to effectively use technology, database, presentation, and spreadsheet software including Outlook, PowerPoint, Excel and Word
Ability to receive and apply constructive performance related feedback
A background in business or equivalent experience is desirable

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11 Relationship Assistant resume templates

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Client Relationship Assistant Resume Examples & Samples

Provide day-to-day administrative and project management support to the CRE and CRC in support of various client teaming initiatives
Assist with scheduling client team meetings with relationship partners, scheduling follow-up meetings, and follow-up with CRE/CRC on action items. Responsible for coordinating with Conference Services, AV, and other departments as necessary
Provides administrative support for assigned client teams, target teams, coaching sessions, proposals and pitches by coordinating meetings, and collating appropriate materials
Assist CRE/CRCs in managing client team creative services requests for the development of a variety of print and electronic deliverables, including effectively communicating creative requirements to the creative team, reviewing proofs, and coordinating and obtaining necessary approvals
Update and maintain the client team email distribution lists and team rosters
Provide ancillary support for client team and firm-wide events including reviewing invitee list, attendee list, and drafting client team follow-up emails as needed. Help with research on external events and speaking engagements; track business development follow-up after events
Coordinate collecting, proofing and maintaining information from Library Services in support of client teams and BD initiatives
Assist with tracking of client team and business development activities on an on-going basis, which includes inputting business development activities into the Ropes & Gray Business Development Tracker and other internal tracking systems
Perform competitive intelligence, basic research and data collection on clients, industries and competitors as needed
Facilitate and compile logistics for charitable sponsorships associated with client teams. Assist in collecting any research related to sponsorship attendees/honorees, and any background as needed
Project management and organizational skills with the ability to multi-task and prioritize
Strong team orientation; ability to work collaboratively in a team setting
Strong oral communication and business writing skills with great attention to detail
Demonstrated ability to effectively use technology, database, presentation, and spreadsheet software including Outlook, PowerPoint, Excel and Word
Ability to interact effectively with all levels of personnel, including firm leadership, management and support staff
Ability to establish credibility with Ropes & Gray attorneys and professional staff to bring to bear the right mix of confidence, tact and persistence
Must demonstrate the ability to maintain strict confidentiality of the firm’s internal and personal affairs
An undergraduate degree
A background in business or equivalent experience is desirable

Client Relationship Assistant Resume Examples & Samples

Provide day-to-day administrative and project management support to the CRE and CRC in support of various client teaming and general business development initiatives
Assist with scheduling client team and business development meetings with relationship partners, scheduling follow-up meetings, and follow-up with CRE/CRC on action items. Responsible for coordinating with Conference Services, AV, and other departments as necessary
Provide administrative support for client teams, business development meetings, pipeline data, target teams, coaching sessions, proposals and pitches by coordinating meetings, and providing appropriate materials
Assist CRE/CRCs in managing creative services requests for the development of a variety of print and electronic deliverables, including effectively communicating creative requirements to the creative team, reviewing proofs, and coordinating and obtaining necessary approvals
Provide ancillary support for client team and firm-wide events, including reviewing invitee list, attendee list, and drafting client team follow-up emails as needed. Help with research on external events and speaking engagements; track business development follow-up after events
Perform competitive intelligence, basic research and data collection on clients, industries and competitors as needed, including drafting concise company and executive profiles
Handle administrative emails regarding visiting partners and NY office support
Experience working in a business environment/office setting as an intern or full-time employee

Client Relationship Assistant Resume Examples & Samples

Must demonstrate the ability to maintain strict confidentiality of the firm’s internal and personnel affairs
Must possess excellent analytical, project management and organizational skills
Must possess the ability to work independently (and with limited supervision), as well act a team player, in a fast-paced environment
Must demonstrate the highest level of customer service to all internal clients
Must exhibit high energy, enthusiasm and a positive attitude; articulate and confident
1-3 years of experience working in a law firm or professional service firm environment preferred
Advanced excel skills; full working ability in Microsoft Office software. Experience with a variety of systems/software
Excellent attention to detail and proofreading skills
Experience in conducting market research

Key Private Bank Relationship Assistant Resume Examples & Samples

Coordinate the daily flow of correspondence and phone calls between client and RM
Build and maintain strong customer contact and employee relations, resolving routine customer requests
Obtain and compile information to assist RM/RA and customers
Prepare reports, correspondence, technical documents, client files and special projects
Preform teller responsibilities as needed
Graduation from high school, or equivalent combination of education and experience
One year clerical/administrative experience
Ability to speak, listen, and write so as to be clearly understood and to clearly understand
Telephone, Copier, Fax, Computer Terminal, Calculator

Relationship Assistant Manager Resume Examples & Samples

Good knowledge of financial analysis and understanding the structure of security arrangements
Demonstrated customer service skills (internal and external) - including relationship building
Health Industry experience is highly preferred

Relationship Assistant Resume Examples & Samples

To support the Relationship Manager to ensure that excellent service is provided to clients across all Sales Finance products
Answer and resolve telephone and email queries from Customers, Customer Service Representatives, Internal Departments and Branches, regarding service related issues
To compile and communicate key administrative requests
Excellent Customer Service skills – both with internal and external customers and stakeholders
A strong sense of commercial awareness, supported by management and leadership skills
Proven organisational abilities with strong attention to detail and accuracy

Relationship Assistant Manager Resume Examples & Samples

Strong client handling, interpersonal and communication skills
Ability to collaborate effectively
Ability to identify key business drivers, mitigate key risks and make recommendations where appropriate
Ability to develop network of connections both within the Bank and external to the bank

Commercial Relationship Assistant Resume Examples & Samples

Greet customers via telephone or lobby clients and visitors, projecting themselves in a friendly, positive and professional manner
Prepare and process documents, such as new accounts, fund transfers, etc
Complete account and product documentation
Maintain customer account records
Assist department and Commercial Relationship Managers in development of cross-selling and other sales activities and opportunities

Business Banking Relationship Assistant Resume Examples & Samples

Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate
Complete account and product documentation along with maintaining customer account records
May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments
Offer assistance to clients who call for or drop by to see their Relationship Manager
Assist department and Relationship Managers in development of cross-selling and other sales activities and opportunities
Assist Relationship Manager with deposit account openings as well as loan requests
Communicate with Loan Center during underwriting, doc prep and loan closing
Review reports for cross-sell and expansion opportunities

Corporate Banking Relationship Assistant Resume Examples & Samples

Provide administrative and operational support to team
Manage travel arrangements and T&E report submission
Two years’ experience as an administrative assistant in a professional environment preferably a financial institution
Strong organization skills and able to think analytically
Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information
Demonstrates administrative experience, time management and troubleshooting skills
Demonstrated ability to manage multiple priorities in changing, fast-paced environment
Proactively seeks opportunities to execute tasks effectively; without direct supervision

Client Relationship Assistant Resume Examples & Samples

Ability to type a minimum of 35 wpm
Ability to establish and maintain positive customer relations with patients, advocates, healthcare providers and pharmacists
Active listening skills and ability to proactively solve problems using established program procedures and business rules
Strong oral and written communication skills and ability to effectively communicate program procedural information to patients, advocates, healthcare providers and pharmacists
Ability to learn quickly and retain new program information and apply knowledge to enhance quality of call interactions
Bilingual in English and Spanish a plus
Ability to receive and apply constructive performance related feedback

Client Relationship Assistant Resume Examples & Samples

Provide day-to-day administrative and project management support to the CRE and CRCs in support of various client teaming initiatives and the firm-wide client feedback program
Assist with scheduling for client team meetings and client feedback prep and debrief meetings with relationship partners. The CRA is responsible for coordinating with Conference Services, AV, and other departments as necessary and for follow-up with CRE/CRCs on action items
Provide administrative support for assigned client teams, target teams, coaching sessions, proposals and pitches by coordinating meetings, and collating appropriate materials

Relationship Assistant Resume Examples & Samples

Ensures compliance to government regulations and banks policies & procedures
Internal RM and Team Sales Support; supports the sales process by assisting in the management of sales prospect lists and the scheduling and maintenance of client appointments
Pull reports for RM and management team as necessary
External Customer Support; provides external customer support for inbound servicing inquires related to any of the clients accounts including loans, deposits and cash management
Internal loan & deposit processing
Administers all core processing tasks related to client accounts on behalf of the Relationship Managers
1-3 years experience in a commercial lending environment and/or experience with loan documents or loan processing
Knowledge of commercial lending
Knowledge of banking systems
Experience with Microsoft Word & Excel
Ability to function as part of a team in a fast paced, frequently changing environment
Excellent customer service skills and the ability to efficiently & effectively resolve straightforward outstanding issues
Good verbal and written skills
Strong attention to detail to maintain data integrity
Ability to work efficiently and complete projects assigned in a timely manner
Strong organizational skills and ability to handle multiple tasks

Relationship Assistant Resume Examples & Samples

Compliance with the requirements of the applicable laws and regulations, including the banks AML / BSA / OFAC / CIP program; ECOA / Reg B, and all other relevant laws and regulations,Coordinates and expedites special projects as needed
Ensures compliance to government regulations; banks policies & procedures; and management policies
Provide correction of any inconsistencies and monitor resolution.,Internal RM and Team Sales Support - supports sales process by coordinating in the management of sales prospect lists and the scheduling and maintenance of client appointments
Pull reports for RM and management team as necessary.,Internal loan & deposit processing - Accountable for document review, customer service and monitoring of administrative processes related to client accounts
Provides external customer support for escalated issues regarding inbound servicing inquires related to any of the clients accounts including loans, deposits and cash management products
Determines appropriate course of action for problem resolution
Supervises a team of Relationship Assistants to ensure the efficient operations of a Regional Corporate Banking office; encourage development and provide functional support
At least 5 years experience in a commercial lending environment and/or experience with loan documents or loan processing; knowledge of commercial lending
Some supervisory or team leading experience
Ability to lead a team in a fast paced, frequently changing environment
Excellent customer services skills and the ability to effectively make decisions and resolve escalated issues
Proficiency with Microsoft Word & Excel
Strong attention to detail to maintain data integrity; the ability to work efficiently; and complete projects assigned in a timely manner

Client Relationship Assistant Resume Examples & Samples

Provide day-to-day administrative and project management support to the CRE and SCRC in support of various client teaming initiatives
Assist with scheduling client team meetings with relationship partners, scheduling follow-up meetings, and follow-up with CRE/SCRC on action items. Responsible for coordinating with Conference Services, AV, and other departments as necessary
Assist CRE/SCRCs in managing client team creative services requests for the development of a variety of print and electronic deliverables, including effectively communicating creative requirements to the creative team, reviewing proofs, and coordinating and obtaining necessary approvals

Relationship Assistant Resume Examples & Samples

Responsible for document review, customer service and monitoring related to large and complex syndicated credit facilities to top names in the US Non-bank Financial Institutions sector
Provides customer support for inbound servicing inquires on deposits and cash management for a large portfolio (140+) of Non-resident Accounts
Interfaces directly with SAN affiliates on account opening and supports for NRA corporates referred by other affiliates or NRA accounts opened directly by other SAN bank and non-bank affiliates
Determines appropriate course of action for problem resolution and interfaces with stakeholders across SBNA, including Compliance, Legal, Back-office, Audit, etc
Supports sales process for US client initiative; supports RMs on all facets of this initiative including deposits and credit transactions
Supports RMA compliance review and updates for 400+ int’l correspondent banks covered by IFI and provides support on review and approval of bank limits to support trade related transactions
Coordinates and expedites special projects as needed
Provides correction of any inconsistencies and monitors resolution
At least 5 years’ experience in a corporate banking environment and experience with loan documents or loan processing; knowledge of corporate lending
Spanish verbal and written skills are preferred
Excellent organizational skills and ability to handle multiple tasks
Proficiency with Microsoft Word, Excel and PowerPoint

Claims Relationship Assistant Manager Resume Examples & Samples

Broad working knowledge of Property, Casualty and motor Claims and service requirements within the general insurance, Lloyds or broking markets
Broad working knowledge of Claims systems and procedures
Good working knowledge of IT
Able to produce detailed reports at various levels
Associate of Chartered Insurance Institute & Insurance Certificate of Proficiency, ACII Qualified desired
Experience of working as part of a senior team within a multi-national insurance environment
Previous experience of external customer contact and liaison with other business disciplines, underwriters, business development personnel
Experience/frequent contact and experience of contact with brokers and external customers
Experience of working with other internal functions such as underwriters and business development personnel

Specialized Banking Relationship Assistant Resume Examples & Samples

Communicating and interacting with both core and team members from across the firm, as well as with internal partners and product areas
Help with phones, book conference rooms and handle catering orders
Assistance with event execution and logistics and pitch books
Maintenance of the firm’s contact relationship management system and other firm databases
Assist with special projects as needed to support evolving platform
4 years’ experience in similar position
Excellent understanding of MS Office
Exceptional customer service skills, over the phone and in person, with our customers and internal departments
Ability to develop and maintain effective working relationships with internal and external partners
Proven experience working independently with minimal supervision
Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines

Senior Relationship Assistant Resume Examples & Samples

Oversee all aspects of the team members life cycle including recruitment, performance management, development and coaching
Resolve customer issues in a timely manner ensuring that on-going, high quality service is provided to help in the retention of highly valued customers
Ensure compliance to government regulations, banks policies & procedures and management policies
Provide correction of any inconsistencies and monitors resolution
Coordinate roll-out and implementation of new policies and procedures,
Assist the Team Leader in effectively meeting corporate initiatives
Properly track critical expirations and key customer indicators in order to mitigate operational risk in the portfolio (i.e. LQAS exceptions, past dues, maturities, overdrafts etc.)
Serve as the primary liaison between the customer and the Relationship Manager on the complex relationships in the portfolio
Provide supervisory guidance to the relationship assistants in the execution of daily processing
Assist the Team Leader in the evaluation, hiring, training, etc. of the relationship assistant staff
5+ years experience in Corporate Banking/ financial services industry
Excellent written/verbal communication and interpersonal skills
Extensive knowledge of Corporate Banking customer needs
Corporate Banking product knowledge, including working with Corporate Banking sized customers
Loan operations policy and procedures experience
Strong attention to detail to maintain data integrity; the ability to work efficiently and complete projects assigned in a timely manner
Strong supervisory and cross training skills

Relationship Assistant Resume Examples & Samples

Assists less experience Relationship Assistants with work process, policies and procedures
Ensures compliance to government regulations, bank policies & procedures, and management policies
Provides external customer support for inbound servicing inquires related to any of the clients accounts including loans, deposits and cash management
Internal RM and Team Sales Support supports sales process by assisting in the management of sales prospect lists and the scheduling and maintenance of client appointments
Pulls reports for RM and management team as necessary
Administer all core processing tasks related to client accounts on behalf of the Relationship Managers
At least 3 years experience in a commercial lending environment and/or experience with loan documents or loan processing
Excellent customer service skills and the ability to efficiently & effectively resolve up to moderately complex outstanding issues

Client Relationship Assistant Resume Examples & Samples

Provide general administrative support to Bankers
Provide Commercial Lending Support to Commercial Relationship Managers
Review and Fund Loans
Independently able to identify clients’ operational needs and bank products/services to meet these needs
Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
Authorize payment and fees of commercial client overdrafts
Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals
Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients
Open new accounts and ensure all required documentation is obtained from the client
Assist other AAs and other departments with administrative support when needed

Client Relationship Assistant Memphis Mkt BR Resume Examples & Samples

Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Approve and process commercial client’s withdrawals on lines of credit
Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC
Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
Process wire requests for clients
0-3 years of previous administrative support experience

Relationship Assistant, Team Manager Resume Examples & Samples

In order to drive high levels of customer satisfaction by using management routines, reports, inspections, and observations
Sales process and business development activity by using management routines, reports, inspections, and observations
Coordinate local market client events as well as team member events and logistics
Manage implementation of new projects as needed
Ensure team of Relationship Assistants effectively manage administrative processes related to direct client servicing of accounts (loans, deposits, payments and cash management products)
Ensure team of Relationship Assistants adequately and timely supports internal sales partners and Relationship Managers and meets internal service level standards
Drive high levels of team performance and minimize team member attrition by exercising effective team management skills, including performance management, succession plans/career path, coaching, hiring and recruiting
Handle external customer issue escalation from beginning to end by monitoring and inspecting inbound servicing inquires, and coordinating with other partner areas as necessary to ensure appropriate course of action for end-to-end problem resolution
Ensure compliance to government regulations; banks policies & procedures; and management policies
Oversee and advise on remediation of regulatory findings, correction of any inconsistencies and monitor resolution
At least 5 years of experience in a commercial or business banking lending environment
Able to recruit and manage top talent
Demonstrated experience of administration and processing for Commercial or Business Banking lending
Prior customer service and loan processing experience
Proficient with the MS office package

Aarp Relationship Assistant Director Resume Examples & Samples

Demonstrated skill as a communications expert. Be prepared to share examples
Ability to work collaboratively in a highly-matrixed environment with exceptional influencing skills. Solid understanding of effective relationship development techniques
Collaborative, with a track record for building and maintaining relationships with leadership, business partners and customers
Results driven and metrics oriented; prefers the challenge of a fast-paced and goal oriented organization
Strong written and verbal communication skills for interactions both internally and externally
Effective project management and organizational skills, with the ability to manage multiple projects and timelines
Problem Identification and Resolution: Resourceful; demonstrated problem-solving skills. Ability to identify and clearly communicate business problems to appropriate stakeholder
Passion and curiosity to understand the business and turn into valuable communication to our AARP and other partners
This position is located in Hartford, CT. Some limited travel may be required

Relationship Assistant Resume Examples & Samples

Ensures compliance to government regulations; bank policies & procedures; and management policies
Provides external customer support for inbound servicing inquires related to any of the client accounts including loans, deposits and cash management
Supports sales process by assisting in the management of sales prospect lists and the scheduling and maintenance of client appointments

Client Relationship Assistant Resume Examples & Samples

Provide Lending Support to Relationship Managers
Independently identify clients’ operational needs and bank products/services to meet these needs
Authorize payment and fees of client overdrafts
Approve and process client’s withdrawals on lines of credit
Order in ordering appraisals, flood determinations, Uniform Commercial Code’s (filings) and familiar with Office of Foreign Asset Control (OFAC)
Assist other assistants and other departments with administrative support when needed
Responsible at Relationship Manager’s request to order appraisal though Real-Estate Information Management Services
Responsible for maintaining updates needed by Real-Estate Information Management Services after submission of bids for appraisal
Assist Relationship Manager in the upload financial information and client detail into central repository throughout the underwriting process
Assist Relationship Manager as requested in gathering financials for new and renewal opportunities with clients
Assist in preparation of term sheets as requested by Relationship Manager
Assist in preparation of Commitment Letter as requested by Relationship Manager
Assist Relationship Manager as requested in any required conditions precedent as needed to ensure Loan Closing has all items needed
Assist Relationship Manager as requested with client communication
Provide support to Relationship Manager through population of credit file (Loan Quality Assurance System) of information received from clients and underwriters (financial statements, covenant checks, etc.)
Assist as requested by Relationship Manager in monitoring exception reports (financial, covenant, annual review, etc.)
Assist as requested by Relationship Manager collection of financial information from clients