Relationship Manager Commercial Resume Samples

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H Gutmann

Hassan

Gutmann

435 Zula Creek

Boston

+1 (555) 313 9508

435 Zula Creek

Boston

Phone

p +1 (555) 313 9508

Experience Experience

Phoenix, AZ

Relationship Manager Commercial

Phoenix, AZ

Bode, Grimes and Eichmann

Phoenix, AZ

Relationship Manager Commercial

Business development activity will also be challenged by those competitive pressures
Internal and external senior Risk assessment and management
Relating and networking
Working with people
Presentation, influencing and negotiating
Persuading and influencing
Planning and organizing

Detroit, MI

Relationship Manager / Commercial Lender

Detroit, MI

Gutkowski-Quitzon

Detroit, MI

Relationship Manager / Commercial Lender

Actively participates in business development and networking opportunities
Examines, evaluates, and recommends approval of commercial credits. Identifies and analyzes markets to develop prospects for commercial banking
Provides loan data to support marketing and sales promotion programs
Develops business with commercial entities
Works with credit analyst for verification and recommendation
Presents credits to loan committee for approval
Requests applicant credit reports, background checks, reference checks, and other information pertinent to loan applicant's evaluation

present

Detroit, MI

Commercial Banker / Relationship Manager

Detroit, MI

Bernhard, Bergnaum and Renner

present

Detroit, MI

Commercial Banker / Relationship Manager

present

Perform sales activities to develop new relationships with business clients
Provide support and guidance to help develop other team members
Perform sales activities to develop new relationships with business clients and produce sales results at a very high level for an extended period of time
Develop and maintain referral networks with local insurance agents, real estate brokers, accountants, attorneys and other professionals
Analyze complex credits and prepare clear, complete written and oral presentations without assistance
Assist in strategic planning involved in meeting department’s goals and objectives
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans

Education Education

Bachelor’s Degree in Business

Auburn University

Bachelor’s Degree in Business

Skills Skills

A detailed understanding of country and CBRM guidelines and credit risk policies
Adaptability
Leadership and team skills
Personal organization
Working with others
Decisiveness and initiating action
Active listening
Analytical thinking
Judgment
Entrepreneurial and commercial thinking

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7 Relationship Manager Commercial resume templates

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Commercial Branch Relationship Manager Resume Examples & Samples

Supports unit’s growth and profitability through effective calling on existing and potential customers. Identifies business needs and corresponding sales opportunities bankwide
Reviews credit checks and understands the Business Link Unit scoring system. 6. Prepares formal presentations for existing and prospective customers
Prepares credit proposals including developing pro-forma analyses and narrative portion of CRRs
Documents all loans to ensure perfection of the Bank’s security interest in compliance with regulatory, legal and bank requirements
Makes approval decisions on loans and terms within own lending limits. Makes recommendations to appropriate lending authority
Negotiates terms and conditions of loan with applicants
Issues status reports on assigned projects
Keeps informed of changes in assigned territory that might affect product sales
Keeps abreast of economic and political factors within that might impact the development of business relationships
Vocational/Specialized Training Required Experience
Three to five years Field of Experience
Complete knowledge of commercial lending policies, procedures, practices and documentation (including accounting, financial statements and cash flow analysis). Complete knowledge of bank products and services used by commercial customers. Demonstrated sales and/or portfolio management ability. Complete knowledge of asset based and trade finance lending. Administrative/Technical Skills
Bank product and service knowledge
Use personal computer
Written and verbal communication Level Supervised
No supervisory responsibility Physical Requirements
Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walking The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified

Relationship Manager Commercial Banking Resume Examples & Samples

Managing a portfolio of distressed commercial debt; predominantly across the commercial real estate area
Contributing to timely and accurate completion by the team of all due diligence reports
Preparing applicable credit papers which require minimal input from the Senior Management Team, prior to presentation at Credit Committee
Preparing regular monthly team reports and complete ad hoc reports as required
Actioning client requests and attend client meetings as required
Providing guidance to junior colleagues as appropriat
Conducting due diligence on assigned cases and put forward best alternatives for maximum loan recovery
Must have a minimum of 3 years portfolio management experience of a comparable portfolio within a large bank
QFA qualification is essential

Citi Commercial Bank Relationship Manager Resume Examples & Samples

Interaction with risk, product and implementation teams in order to offer the clients best of class services
Oversee and ensure sound lending activity
Adhere to internal control policies including KYC, completion and updating of all required documentation
Provide strong and and visible leadership, foster positive attitude among team members, clients and propsects
Extensive years of experience in acquisition and managing the relationship with mid size corporate clients in the UK
Extensive years of professional/commercial banking experience
Working knowledge of customer information data flow
Experience in Commercial / Relationship Banking with international customers
Strong business orientation and ability to react well under pressure to immediate business needs
Strong focus on delivery
Ability to turn concepts into actual solutions that can be delivered
Strong analytical skills with a motivation to learn
Ability to follow through on risks/issues and track them to closure

Commercial Specialty Deposits Relationship Manager Resume Examples & Samples

Advanced knowledge of commercial deposit account structures, commercial banking payment systems, treasury management products and competitor practices. Basic knowledge of commercial lending products and practices
Proven ability to consistently achieve sales, portfolio quality, profitability and customer satisfaction targets
Proven organizational, problem solving, analytical, interpersonal and customer service skills. Excellent verbal and written communication skills required
Experience in deposit, treasury management and commercial lending

Relationship Manager Commercial Resume Examples & Samples

Identify priority customers using the Customer Relationship Planning templates to assess their present and potential contribution
Gather all the required information that is needed to prepare and assess credit applications. Role holder will be expected to input certain key information such as judgmental information. (They will work with the Assistant Relationship Manager and CCM resources to construct credit applications)
Day to day coaching and development of Assistant Relationship Managers
Delivering Results and meeting customer expectations
Knowledge of the bank’s products, services and policies required to undertake the role
A broad understanding of policies and strategies across the Group as they relate to the demands of the customer base
A detailed understanding of country and CBRM guidelines and credit risk policies
ACIB or equivalent
Internal and external senior Risk assessment and management
Presentation, influencing and negotiating
Additional details of exceptional aspects of the demands of the role
Required to form relationships with customers, therefore minimum tenure will be 2 years
The jobholder will need to be able to communicate with credibility when dealing with financial controllers of companies. These customer contact points will have high expectations of the Relationship Manager in terms of professionalism, ability to add value to their business and find innovative solutions to their needs
The jobholder’s portfolio will consist of full range commercial customers who will often be subject to competitive approaches from other banks
Business development activity will also be challenged by those competitive pressures

Regional Relationship Manager Commercial Card Resume Examples & Samples

Previous accounting, marketing or software sales experience
Previous management experience of professional level employees
General knowledge of commercial or consumer credit
*INDIVIDUALS CAN BE LOCATED IN THE COLORADO OR ARIZONA MARKET***

Commercial Bank-relationship Manager Resume Examples & Samples

Manage, retain and further develop advocacy and profitability across client relationship within a portfolio of diverse commercial banking clients
Identify, engage, win & diligently on-board new clients within defined markets, contributing to profitability and enhancing global commercial banking relationships
Partner with product and service teams across the firm to promote and deliver tailored financial solutions to clients
Analyse all aspects of credit risk transactions for new and existing clients to develop, negotiate and deliver appropriate transaction, documentation and security structures
Ensure adherence to relevant regulations, compliance obligations and internal policies and processes
Promote and sustain strong engagement and mutually beneficial relationships with external and internal stakeholders at local, regional & global levels
A relevant tertiary qualification, preferably in Finance, Accounting or Economics
A minimum of eight years of relevant experience within the corporate or institutional sectors, with extensive relationship management and credit risk management expertise
Demonstrated understanding of the Australian and New Zealand financial services markets, corporate banking products, debt products, cash management, trade finance, foreign exchange & derivatives
Strong understanding of local regulatory requirements, particularly Anti-Money Laundering & Counter Terrorism Financing legislation and ability to apply this knowledge in all day to day activities
Excellent client relationship management and business development skills
Ability to effectively manage multiple transactions, processes and stakeholders across different time zones and geographies

Commercial Card-relationship Manager Resume Examples & Samples

Deep analytical skills and understanding of client program utilization data
Broad knowledge of product offering and product delivery options
Deep understanding of product configuration and implementation requirements·
Knowledge of credit card industry, banking environment, or merchant services is preferred, but not required
Ability to hold C-level business discussions and articulate financial benefits and solutions
Effective sales/communications skills (verbal and written)
Ability to inspire, motivate and engage the commitment of others
Strong influencing, negotiation and problem solving and follow-up skills
Sense of urgency for goal achievement, strong commitment to driving results
Ability to multitask and operate independently
Willingness to contribute in a high performing team environment
Computer skills necessary - Word - Excel - PowerPoint - Outlook
Role to be based in Dallas, Chicago or Brooklyn

Commercial Healthcare Relationship Manager Resume Examples & Samples

7 to 10 or more years' experience in Commercial Banking - Healthcare
Advanced sales, negotiation and communication skills, required
In depth knowledge of all bank products and continual development of product expertise, required
Ability to use teamwork to resolve issues and collaborate with others

Commercial Healthcare Relationship Manager Resume Examples & Samples

3 to 5 or more years' experience Preferred
3 to 5 years of experience in Commercial Banking - Healthcare
Credit Training and/or experience
In depth knowledge of all bank products and continual development of product expertise

Citibank Berhad Kl-commercial Card Relationship Manager Resume Examples & Samples

Minimum 5 years working experience, preferably from a financial services institution, MNCs or credit card industry
Creative, proactive, and self-monitor
Strong relationship management and sales prospecting skills (influencing, advisory and acquisition)
Strong organizational time management and follow up skills

Commercial Bank International Product Specialist Relationship Manager Corporate Client Banking Resume Examples & Samples

Consult clients on their international banking needs, with a strong emphasis on Treasury Services and working capital
Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury, trade, and lending solutions for corporate clients
Partner and influence Treasury Services and Commercial Banking teams to establish and drive business development strategies
Represent JPMC's International capabilities at both internal and external events throughout the Midwest
Success in providing consultation on the aspects on international banking and cash management
Extensive knowledge of International banking products, services, and markets (Treasury, lending, trade finance and foreign exchange
Technical knowledge of domestic US cash management services, lending products, and trade
Executive presence and consultative sales acumen; ability to develop advisory relationships with clients, prospects and bankers
Proven track record of results-oriented performance; building and influencing strategic relationships; capable of working with minimal supervision
Credit training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues
MBA preferred - Written and spoken English fluency

Relationship Manager Trainee Commercial Agriculture Banking Resume Examples & Samples

The ability to conduct effective analysis, structuring and presentation of credit proposals for a portfolio of lower to moderately complex borrowing and non-borrowing relationships
An in-depth knowledge of compliance, risk management policies and legal and security documentation
Agriculture background/experience
Strong desire to learn, grow and succeed
Strong client and relationship management skills
Proven ability to network and maintain an active Centre of Influences (COI) network for business origination
An undergraduate/post graduate degree in Business, Commerce, Finance or Accounting, AgriBusiness-related discipline. MBA or working towards a professional designation (e.g. CMA, CFA) is preferred

Commercial Card-relationship Manager Resume Examples & Samples

Focus on exceeding satisfaction and profitability objectives
Build a strong internal partnership and alignment with CB CCB Banking and Treasury Services (TS) partners
5+ years of experience in Relationship Management (Commercial Card industry preferred)
Demonstrable track record evidencing an exceptional client experience with measurable results and the ability to proactively build relationships and trust with clients
Experience in successfully managing multiple client relationships concurrently
Proven ability to innovate, problem solve, and develop customized solutions to client issues and challenges

Commercial Banker / Relationship Manager Resume Examples & Samples

Demonstrated success providing commercial financing to large businesses in the extended Chicago area typically gained from six or more years of highly successful commercial banking experience
Thorough knowledge of Federal and State regulations covering commercial banking activities
Strong analytical ability with effective written and verbal communication skills
A great network of centers of influence

Relationship Manager / Commercial Lender Resume Examples & Samples

Develops business with commercial entities
Actively participates in business development and networking opportunities
Requests applicant credit reports, background checks, reference checks, and other information pertinent to loan applicant's evaluation
Analyzes applicant financial status, credit, and property evaluation to determine feasibility of granting loan
Compiles loan package and facilitates negotiation of loan structure with applicant, including fees, loan repayment options, and other credit terms
Presents credits to loan committee for approval
Ensures loan agreements are complete and accurate according to policy
Assures timely loan closing and funding activities
Focus will be on loans and deposit growth

Commercial Banking Solutions Relationship Manager Resume Examples & Samples

Ability to identify and develop relationship strategy for clients
Ability to recognize current and emerging client needs and develop solutions
Ability to participate with relevant business partners in team-based portfolio development / expertise
Ability to coordinate with internal partners to fulfill the solution agreed to by the client
Ability to plan and execute quality client calls
Ability to manage transaction processes with support as required
2 years in a client facing financial services role
Bachelor’s Degree preferred, but not required based on experience
Negotiation and oral and written communication skills

Commercial Direct Relationship Manager Resume Examples & Samples

Offer suitable value-added advice to new and existing customers
Attract new customers by establishing a strong network with key local business introducers
Ensure proactive and appropriate relationship building and customer contact plans are in place for both existing and new customers
Deliver appropriate products and services in response to customer needs
Uphold credit policy and lending guidelines whilst maintaining a balanced approach to risk management
Keep up-to-date on knowledge of HSBC’s international and domestic strategy, capabilities and policies
Keep abreast of external factors influencing international and domestic business e.g. economic, cultural, geographical, procedural and regulatory requirements
Work with product partners such as Payments and Cash Management (PCM), Trade and Insurance to assess needs of international and domestic customers and offer appropriate solutions
Protect the bank’s assets and reputation by performing due diligence on the customers and their businesses, monitoring for suspicious activity/transactions and taking appropriate action as per the operating policies
Knowledge of the business and broader construct of HSBC’s Global Businesses
Knowledge of relationship management and sales ideally across various banking services and products
Ability to multitask and prioritise a range of requests / actions to best support the business
Minimum of 2-3 years’ relevant banking experience preferably with Business Banking or Commercial Banking clients
Must have relationship or portfolio management experience
Bachelor’s Degree Required
Must have excellent verbal and written communication skills
Must have excellent phone and email communication skills

Commercial Lending Relationship Manager Resume Examples & Samples

Reviews loan requests and credit history. Spreads financial statements and performs a detailed analysis of the resulting financial data to determine whether proposed application meets lending criteria outlined in Commercial Lending Policy and Procedures
Prepares proposed credit outlines (pre-flights), including recommendations for loan pricing and terms, working in concert with the Sales Manager, SBA Program Manager or Commercial Lending Director and receiving concurrence from Commercial Lending Director prior to proceeding with in-depth client negotiations or “indications of interest”
Maintains constructive and positive working relationships with loan applicants, borrowers, and their representatives, as well as referral sources and Commercial Lending team members
Provides advice and council to customers on financing related matters, representing the bank’s best interests at all times
Prepares and submits monthly sales production and customer call reports to Commercial Lending Director and Sales Manager

Commercial Finance Relationship Manager Resume Examples & Samples

1-2 Years of Past Sales Experience
At least 5 years of experience in commercial lending in a customer facing capacity
Goal-oriented, self-starter, high achiever with strong social skills
Team player who is outgoing and driven
Ability to build strong relationships with key individuals and influencers
A high degree of competency in Microsoft Excel, including intermediate financial modelling skills
Experience in the finance and leasing industry is considered an asset

Commercial Banking Business Developement & Relationship Manager Resume Examples & Samples

Handles loan requests from $1,000,000 up to a total credit relationship of $20,000,000, demonstrate a general understanding of significant technical aspects of lending, and has a clear understanding of the fundamentals of credit and finance
Formulate and present/recommend to advanced authority, individual, or committee any loans in excess of authority
Represent the client bank in the community by actively participating in civic affairs and local and professional organizations to identify and develop new clients and enhance the Bank's image
Monitor, maintain and apprise sales activity, pipeline, and other relevant information using the client bank’s contact management system
Assume accountability for proper documentation and review of accounts
Strong understanding of credit and finance
Outstanding verbal and written communication skills
Extensive knowledge of PC applications

Commercial Lending Relationship Manager Resume Examples & Samples

Requires 3+ years of direct lending experience with concentration in complex commercial lending
Four year college degree in business or finance is strongly preferred
Requires knowledge of Dade/Broward/Palm Beach Counties local networks with expertise and pipelines also in market
A demonstrated ability to develop and maintain major banking relationships is strongly preferred

Commercial Card Relationship Manager Team Leader Resume Examples & Samples

Develop and maintain an exceptional team of Relationship Managers that provide CC client’s with a seamless, integrated and empowering service experience
Redefine the process and practice of Relationship Management within the CIB CC space
Lead solution development efforts within the portfolio that best addresses client needs, while coordinating the involvement of all necessary internal company stakeholders
Organize and leverage a fact based approach to educating clients with respect to Global Expense Management practices and trends
Build a strong internal partnership and alignment with team leaders within the CIB and Treasury Services (TS) organization
5+ years of experience in Relationship Management (Commercial Card industry preferred) with an in-depth understanding of the global travel expense management industry with specific experience related to payment and reconciliations, policies and regulations, analyzing quantitative and qualitative gaps for improvement
Managerial experience, preferably in a client facing function
Demonstrated commitment to providing an exceptional client experience with measurable results that demonstrate quality client care and the ability to proactively build relationships and trust with clients
Demonstrated successful history of managing multiple relationships across several business units and departments
Demonstrated ability to innovate, problem solve, and develop customized solutions while building and leading teams related to the practice

Commercial Bank International Product Specialist Relationship Manager Corporate Client Banking Resume Examples & Samples

Responsible for growing the international book of business for your portfolio including treasury management revenue, lending, trade and foreign exchange revenues for new and existing clients. The IPS will act as the single point of accountability for all international services for new and existing clients in that market
Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury, trade, lending and financing solutions for corporate clients
Responsible for developing regional or global cash & liquidity solutions for corporate clients working in partnership with local Treasury Management sales representatives. Sales activities include market or segment strategy development, direct client calling, profiling targeted companies, creating proposals, making presentations and structuring, negotiating and closing transactions
Collaborate with International Banking management and local market managers within the Commercial Banking lines of business to create and implement appropriate business development strategies for each market supported. Represent JPMC's International capabilities both internally and externally throughout your territory
Coordinate with overseas partners in Product, Sales, Credit, Service, Implementation, Risk and Compliance to support overall sales opportunities
Identify opportunities for new products and services and better ways to effectively sell and deliver existing products providing sales input and the client perspective into product development, marketing initiatives and other related tasks
Manage resources effectively and monitor expenses closely, continually looking for ways to increase efficiency, improve profitability
10 years of successful direct sales or relationship management - focused on delivering International Banking and Treasury Management solutions to clients conducting business in overseas markets
Success in providing consultation on all aspects of international banking and cash management
Extensive knowledge of International banking products, services, and markets (Treasury, Lending, Trade Finance, Supply Chain and Foreign Exchange)
Proven track record of results-oriented performance; building and influencing strategic relationships and capable of working with minimal supervision
Credit training, with experience financing overseas operations and screening transactions with credit or other risk issues
MBA preferred - written and spoken English fluency

Commercial Lending Relationship Manager Resume Examples & Samples

Typically requires a Bachelors and 2+ years of directly related experience
Limited use and/or application of basic principles, theories, and concepts
Basic knowledge of banking products and procedures, consumer and commercial credit structuring

Junior Relationship Manager Commercial Lending & Insurance Resume Examples & Samples

Guide clients through the product set up and conducting training sessions and Product Demos with clients (also getting to travel across Europe),
Support account renewal /cross / up sell process with administrative assistance (paperwork, renewal booking),
Learn and apply the S&P Global Market Intelligence diagnostic sales approach through client interaction: Expand usage into more users or departments with enhanced capabilities by working jointly with the sales team
Escalate all feedback and relevant information
You will have a Bachelor’s degree (a Masters is preferable)
Strong presentation and communication skills (face to face, large groups, remotely – WebEx)
Bilingual English and German / Additional languages would be a +
Solid organisation, multi-tasking and prioritisation skills
Willingness to travel within Europe

Commercial Lending Relationship Manager Resume Examples & Samples

Support the development and maintenance of profitable commercial banking relationships, specifically in the Houston and greater Houston area
Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with Amegy core values and strategic objectives
Interpret and implement commercial loan policies in order to contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses
Minimize problem credit and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts
Make loan presentations and decision recommendations to senior lenders and/or loan committees
Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role
Creative problem solving, negotiation and presentation skills
The preferred candidate will have experience in the non-profit (501(c)3) sector

Commercial Lending Relationship Manager Resume Examples & Samples

Typically requires a Bachelors and 8+ years of directly related experience
Contributes to the development of innovative principles and ideas
Expert knowledge of marketing, networking, credit associated lending and sales

Commercial Lender / Relationship Manager Resume Examples & Samples

Increase the Bank’s profitability by cultivating new commercial business relationships
Maintains comprehensive understanding of current commercial products offered in the market and keeps informed of all relevant industry trends and practices
The ideal candidate has 5+’ experience managing a portfolio of commercial banking clients, has a strong knowledge of the local market, and experience with Treasury Management products and other product partners

Commercial Banker / Relationship Manager Resume Examples & Samples

Analyze complex credits and prepare clear, complete written and oral presentations without assistance
Manage commercial banking portfolio of business clients in the top 10% of the company, assessing and meeting their business and personal needs
Effective monitoring, administration and maintenance of existing commercial banking portfolio in accordance with Bank’s standards
Perform sales activities to develop new relationships with business clients and produce sales results at a very high level for an extended period of time
Develop and maintain referral networks with local insurance agents, real estate brokers, accountants, attorneys and other professionals
Provide support and guidance to help develop other team members
Maintain credit quality in accordance with Bank guidelines
Participate in all required training sessions for compliance
Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility
Implement bank-directed policy and changes related to regulatory amendments
Prepare monthly sales and production reports
Ensure proper loan documentation is prepared and monitor and eliminate exceptions in a timely manner
Attend all Loan Committee and Sales Meetings and participate accordingly
Involvement in various community activities and organizations; should have a minimum of one high-level leadership role outside of the company
Assist in strategic planning involved in meeting department’s goals and objectives
Bachelor’s degree in a business related major, with at least 2 accounting courses required
9+ years of experience in the financial industry preferred and a minimum of 7 years of commercial sales experience required

Commercial Bank Relationship Manager Asset Based Lending Associate Resume Examples & Samples

Ensuring set up of new deals on all appropriate bank systems within EMEA. Liaising with Loans and Agency, the Middle Office, Legal, Tax, Treasury Services, ABL in the US, external legal counsel and others partners to ensure a smooth and efficient closing
Advising and managing all new deal set up requirements and following deals through to closing. Liaising with ABL underwriters and credit risk managers as appropriate
Keeping ABL London team updated on any operational and systems changes or issues
Maintaining key information databases such as Dealworks, Sharepoint, ABLE and others and initiating and developing new databases as required
Liaising with Treasury Services teams on any cash management issues related to ABL specific arrangements over secured bank accounts. This can extend to third party banks if accounts are located outside JP Morgan
Managing security arrangement over all ABL bank accounts. Having primary responsibility for initiating Blocked Account Control Agreements (BACA’s) or such similar arrangements at third party banks and ensuring that related arrangements are set up correctly and have been implemented effectively
Proficient IT skills and ability to navigate across the various bank systems
Responsible for developing and maintaining ABL’s Contingency Plan and liaison with key partners as required
Ensuring that on- line client reporting platforms for ABL include functionality for the international subsidiaries of deals. Working with the project team as required. Updating the team periodically on progress
Primary responsibility for on going perfection for all clients within ABL which will include
Setting up all clients in collateral monitoring system and tracking delivery of all ongoing perfection documentation
Reviewing delivered documents to ensure they confirm to country specific form
Advising credit risk managers and London Originators of non delivery of on going perfection documentation for their escalation
Specific structures for European deals
Jurisdictional issues that may impact collateral
Review of term sheets and legal documentation to ensure all local collateral, legal and other operational issues have been dealt appropriately covered; Attending calls with deal team, client and bank group as required
Determining optimal operational structures; including bank account structures
Managing amendments as required
Strong banking, operational and cash management experience
Some knowledge of the ABL product
Experience of reviewing credit and security document and strong loan execution skills
Capable of working to tight deadlines sometimes in high pressured environment
Must be able to work independently and within a small team
Being able to pick up issues and run with them until they are fully resolved i.e. having a pro active nature and being able to fully own a task
Have a good understanding of banking and loan products
Strong client focus and good manner
Excellent communication skills both in person and over the phone
English language ability must be excellent both verbal and written. Other European languages a plus
Willingness to travel occasionally in US, Europe and US (not a significant part of job though)
Integrity, professionalism and urgency

Relationship Manager, Commercial Resume Examples & Samples

Experience dealing business to business in a professional services environment
Enjoy networking to raise your profile and be self-motivated
Proven experience in achieving sales targets and demonstration of excellent solution selling skills
Financial analysis experience advantageous but not essential. You will however have the ability to analyse financial accounts, budgets, and cash-flow requirements
Leadership aptitude along with strong communication and relationship building skills
Commerce degree or similar, or a CA qualification advantageous

Senior Commercial Lending Relationship Manager Resume Examples & Samples

With the assistance of the Underwriting Group, prepares well developed credit approval requests that conform to the required underwriting format and guidelines set forth in Business Lending Procedures, seeking assistance from the Sales Manager, SBA Program Manager (SBA Transactions) or Commercial Lending Director as needed to ensure that all complex issues have been adequately addressed
Monitors loan portfolio, communicating directly with borrowers as appropriate; actively participates with Commercial Lending Support staff, Commercial Lending Sales Manager and Commercial Lending Director to ensure that all required financial exhibits due dates are monitored, with exhibit received from customers in a timely manner
Maintains the credit quality of their individual portfolio within bank standards and guidelines; promptly surfaces any and all risk issues uncovered in the course of managing the portfolio. Works in concert with the Business Unit Credit Administrator and/or Commercial Lending Director to assess emerging risks and develop resolution strategies
Communicates declinations to prospects and customers in written or verbal form as required by Bank procedures and Federal Guidelines
Cultivates new business with prospective customers while maintaining contact with existing customers
Actively participates in the local community and business community at large
Assures customer information is kept confidential

GCG Relationship Manager, Commercial Cards Resume Examples & Samples

Establish relationship with authorized signatories/program administrators of designated corporate card client base
Ensure portfolio average annual charge volume benchmarks are met
Manage retention against competitive pressures and economic cycles
Review business spend volumes and identify gaps expansion opportunities within portfolio to optimize client’s commercial card program, leading to increased commercial card charge volumes and Cross-selling of other commercial card products
Identify and manage top 20% companies in Revenue within commercial card’s existing portfolio
Develop call plan and engagement strategy for entire base under management
Analyze individual company spend profile, validate against benchmarks and develop account expansion strategy
Conduct periodic strategic account reviews with decision makers and key stakeholders within each company periodically
Degree Holder from a recognized university
At least 3-6 years of corporate cards account management experience
Alternatively, a person with suitable experience from related industries (e.g hotel, travel agencies etc)
Possess at least intermediate level understanding of company financial statements
Good knowledge of commercial card products (T&E card, travel purchasing card, purchasing card etc)
Good interpersonal and communication skills, ability to articulate complex solution concepts to clients
Self-motivated and good team player
Ability to navigate in a complex and fast moving business environment
This is a Level R/S position

Commercial Banker / Relationship Manager Resume Examples & Samples

Manage third quartile sized commercial banking portfolio of business clients, assessing and meeting their business and personal needs
Perform sales activities to develop new relationships with business clients
Develop and maintain referral networks with local insurance agents, real estate brokers, accountants, attorneys and other professionals Provides team members with functional guidance
Implement bank-directed policy and changes relating to regulatory amendments
Attend all Loan Committee and Sales Meetings and participate accordingly Involvement in various community activities and organizations
Bachelor’s degree in business, finance or other related field, with at least two accounting courses preferred
7+ years experience in the financial industry preferred
6+ years of commercial sales experience required
Strong analytical ability with effective written and verbal communication skills required

Commercial Deposit Relationship Manager Resume Examples & Samples

Build and maintain a portfolio of Commercial deposit customers via referrals and self-sourcing in a segment or geographic territory
Analyze the customer’s deposit needs by engaging with them in a consultative business development approach and provide recommendations that add value and deliver strategic solutions
Manage and apply pricing strategy and demonstrate a high level of understanding around Account Analysis billing systems for treasury management products
Establishes strong relationships with key principles to form deep client relationships and obtain trust
Develop and deliver effective sales proposals and able to present to c-suite level management
Increase the market share through growth and commercial client retention efforts in assigned geographic market
Track business activities/data and pipeline and accurately manage them in the system
Collaborate closely with servicing and operations across product lines to ensure clients receive superior operational support
Actively participate in any required corporate and business line Compliance Training. Follow account opening procedures and understands all internal suspicious activity referral requirements and processes, as required for this position. Actively work with clients to understand their normal account activity, as appropriate
Actively participates with local community organizations to maximize networking and relationship building opportunities
Ensure adherence to all bank policies relative to Regulatory Compliance such as the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act and Regulations Q & X (RESPA), Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR), etc
Takes personal initiative and is a positive example for others to emulate
4-5 years of prior business development and/or relationship management experience for a Retail/Commercial Bank
Certified Treasury Professional (CTP) accreditation preferred. In some market segments, advanced knowledge of total product set including the sourcing and structuring of credit, capital markets, cash management and Institutional Services & Asset Management, as well as concepts and principles related to industry product and services
Advanced knowledge of business development and marketing techniques, bank lending policies and practices, bank operations and services, federal and state banking regulations, and the income and cost structure used to measure profitability
Advanced knowledge of deposit and lending products and services that result in successfully capitalizing on all opportunities to cross-sell the bank’s products
Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking. Also includes strong negotiating and closing skills and ability to create presentations and present to clients

Commercial Banker / Relationship Manager Resume Examples & Samples

Maintain and develop existing portfolio by assessing and meeting client’s business and personal needs
Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans
The ideal candidate has no less than 1-2 years experience managing a portfolio of commercial banking clients, has a strong knowledge of the local market, and experience with Treasury Management products and other product partners

Commercial Card-relationship Manager Resume Examples & Samples

Deep understanding of product configuration and implementation requirements
Minimum of 3 years of C-level client engagement experience
Role to be based in New York, Chicago or Dallas
<20% travel

Relationship Manager, Commercial Finance Resume Examples & Samples

Manage a portfolio of clients, ensuring that a balanced approach between risk and relationship is maintained
Develop and maintain an excellent working relationship with clients, ensuring that Invoice Finance meets their working capital requirements
Liaise closely with the Bank’s Primary Relationship Managers (PRM) to ensure that a one Bank approach and strategy is adopted for each client
Prepare and submit credit applications through appropriate channels within agreed timelines. Strict adherence to both the Unit’s and Bank’s credit policies
Consistently provide high levels of customer service, ensuring that any issues are addressed at an early stage
Management of Risk on the portfolio through early identification of potential problems, monthly trend analysis, portfolio reviews, financial analysis and developing a good understanding of client’s businesses
Devise and implement strategies to minimise risk and ensure that our collateral is protected, working closely with the Unit’s Audit and Collateral Teams in this regard
Identify opportunities to increase the usage of Invoice Finance, thereby contributing to the Unit’s bottom line profitability
Develop a good working relationship with colleagues, promoting a positive and collaborative team ethos
Keep fully up to date with developments within the wider Unit, participating in out of course projects and becoming an active member of the Unit
Ensure that you manage an appropriate balance between delivery of personal objectives/responsibilities and contributing to Team and Unit objectives/responsibilities
Previous credit and/or Invoice Finance experience (Invoice Finance experience an advantage but not essential)
Minimum 2.2 degree or Leaving Certificate and/or equivalent required
Full drivers licence
Proficient in MS Excel/Word
Strong interpersonal skills with previous experience in managing a portfolio of clients
Strong commercial and business acumen
Enthusiastic and positive individual who will seek to provide consistent, top quality customer service
An ability to work on your own initiative and as part of a team