Relationship Manager Corporate Resume Samples
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Relationship Manager Corporate Resume Samples
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SB
S Beer
Sierra
Beer
97453 Arnoldo Expressway
Chicago
IL
+1 (555) 805 0118
97453 Arnoldo Expressway
Chicago
IL
Phone
p
+1 (555) 805 0118
Experience
Experience
Houston, TX
Relationship Manager, Corporate Banking
Houston, TX
Ryan-Ritchie
Houston, TX
Relationship Manager, Corporate Banking
- Knowledge of domestic and foreign financial markets and products, including nonbanking financial institutions
- Supports the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge
- Promotes the sales and marketing activity to the target market decision makers within customer organizations throughout the defined markets
- Interact with business partners to provide materials supporting various business priorities
- Understands financial statement reporting and analysis
- Good command of written and spoken English and Chinese (including Mandarin)
- Manage account portfolio and maintain close relationship with customers for business retention and referrals
San Francisco, CA
Corporate Capital Markets Relationship Manager
San Francisco, CA
Abbott LLC
San Francisco, CA
Corporate Capital Markets Relationship Manager
- Responsible for supervising and mentoring direct reports
- Review, analyze and comment on all operative documents pertaining to assigned accounts Pre- and Post-Closing
- Review, analyze and comment on all operative documents pertaining to assigned accounts PRE- AND POST-CLOSING
- Identify areas where revenues can be increased by charging additional fees when services change. Implement approved increases
- Assist management with the development and operation of business products and processes
- Participate in and/or lead departmental projects and corporate initiatives
- Assume additional responsibilities as requested
present
Boston, MA
Corporate Capital Markets Relationship Manager Ii Cz B
Boston, MA
Schamberger Inc
present
Boston, MA
Corporate Capital Markets Relationship Manager Ii Cz B
present
- Lead or assist management with the development and operation of business products and processes
- Responsible for account set-up on relevant administrative and operational systems/databases within established guidelines
- Demonstrates a sense of ownership in work and projects
- Coordinate all administrative, operational and risk management support for assigned accounts
- Responsible for timely execution of all cash flows, fee billing, internal and external reporting, tickler processing
- Collaborate with other parties, including but not limited to attorneys, financial advisors, interested parties and alliance/service partners, to structure and close capital market transactions
- Represent WTC at formal transaction closings, attend and chair meetings/client presentations and prepare relevant documentation
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Chapman University
Bachelor’s Degree in Business Administration
Skills
Skills
- Seven or more years previous experience or demonstrated ability in credit analysis
- A high level of analytical ability to determine the loan risk involved and recommend credit limitations
- Knowledge of federal and state laws relating to commercial lending
- Meets goals and objectives established for the position by senior management
- Familiar with Word, Excel, Access or similar programs
- This position will involve significant client interaction and an aptitude for marketing Corporate Banking products is essential
- Incumbent will be an active participant in team calling goals involving joint retention calls and prospecting activity
- Conduct an active business development program that targets new customer prospects and business
- Provide supervision and training to assigned staff members
- Five years experience with credit systems is mandatory
13 Relationship Manager Corporate resume templates
Read our complete resume writing guides
1
Corporate Capital Markets Relationship Manager Resume Examples & Samples
- Responsible for accounts of moderate intricacy, complexity, level of risk and annual fee generation
- Responsible for timely execution of all cash flows, fee billing, internal and external reporting, tickler processing
- Collaborates with other parties, including but not limited to attorneys, financial advisors, interested parties and alliance/service partners, to structure and close capital market transactions
- Responsible for supervising and mentoring direct reports
- Implement approved fee increases, fee discounts and waivers as identified or instructed
2
Corporate Capital Markets Relationship Manager Ii Cz B Resume Examples & Samples
- Demonstrate strong knowledge and understanding of deal structures
- Responsible for supervising and mentoring direct reports, and others as appropriate
- Bachelor’s degree, or in lieu of a degree a minimum of 4 years work experience
- A minimum of 6 years of client service experience
- Ability to read, analyze, interpret and comment on legal documents
- Demonstrates a genuine interest and passion in help clients
- 4 years of experience in Capital Markets or similar industry preferred
- Prior experience with Equipment Finance transactions or Asset Backed Securities/Structured Finance transactions
- Familiarity with corporate structures, securitizations, relevant laws and regulations
3
Corporate Capital Markets Relationship Manager Ii Cxt Resume Examples & Samples
- Responsible for account set-up on relevant administrative and operational systems/databases within established guidelines
- Review, analyze and comment on all operative documents pertaining to assigned accounts
- Serve as a trusted leader within the team and department
- Bachelor's degree or in lieu of a degree a minimum of 4 years work experience
- Ability to calculate figures and amounts such as discounts, interest and percentages
- Demonstrates a sense of ownership in work and projects
- Minimum of 4 years of experience in Capital Markets or similar industry preferred
- Working knowledge of specialized internal software applications, including Account Control, SEI Trust 3000, or other Trust Accounting software
- MBA Degree
- CCTS designation or working towards completion
- Strategic thinking/problem solving and analytical skills
- Managerial or supervisory experience a plus
4
Corporate Capital Markets Relationship Manager Cwxm Resume Examples & Samples
- Collaborate with other parties, including but not limited to attorneys, financial advisors, interested parties and alliance/service partners, to structure and close capital market transactions
- Represent WTC at formal transaction closings, attend and chair meetings/client presentations and prepare relevant documentation
- Lead or assist management with the development and operation of business products and processes
- 4 years of client service experience in the Corporate Capital Markets industry preferred
5
Corporate Capital Markets Relationship Manager Cwxi Resume Examples & Samples
- Coordinate all administrative, operational and risk management support for assigned accounts
- Identify areas where revenues can be increased by charging additional fees when services change. Implement approved increases
- 6 years of client service experience
6
Icg-relationship Manager, Corporate Banking Resume Examples & Samples
- Minimum of a Bachelor's Degree
- Minimum 4 years of banking & sales experience· ·
- Good product knowledge in Trade, cash & markets products
- Strong customer orientation & service commitment
- A good team player with excellent interpersonal and communication skills
7
VP Corporate Relationship Manager Diversified Industries Resume Examples & Samples
- Marketing and business promotion in APAC
- Working closely with the product specialist within global markets and transaction banking
- More than 5years banking experience
- Business Development experience in Asia Pacific region
- Transaction Banking / investment banking product knowledge
- Strong communication / presentation skills (Japanese, English + another Asian language is a plus )
- Knowledge for compliance in APAC
- Marketing and negotiation skills
8
Associate Corporate Relationship Manager Resume Examples & Samples
- The role is a part of the CBC team and is responsible for supporting the S/CBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
- The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organizational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk
- Appreciation of the changing economic, social and governmental environment in Canada
- Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
- BA and 2 years relevant work experience
- Strong ‘team’ skills promoting an environment of co-operation and trust, overcoming resistance where encountered
9
Relationship Manager, Corporate Banking Resume Examples & Samples
- Strong communication skills (both written and verbal) and ability to conduct themselves professionally with senior clients
- Credit and risk knowledge to conduct detailed credit analysis and determine key risks and mitigates in client business
- Deep understanding of financial models, including assumptions, drivers, projections and is able to modify and build models as needed
- Ability to identify new business opportunities and come up with solutions
- Team player who works well in a small team and also has the ability to contribute in larger cross-functional teams
10
Relationship Manager Corporate Client Banking Financial Institutions Group Resume Examples & Samples
- Identify, pursue and close sales opportunities for a broad range of financial products and services
- Manage complex, multi-product client relationships as the primary financial institutions representative
- Strictly comply with all regulatory and JMPC rules, policies, and procedures
- Minimum of 7 years experience as an outstanding Associate/Relationship Manager selling corporate finance or commercial banking products and services
- Excellent oral and written communications abilities
- Completion of a recognized bank credit training program or investment banking training program
- MBA preferred
- Regular travel within our South region, and occasional travel elsewhere
11
Finance Manager Corporate Services Cost Optimization & Intercompany Relationship Corporate Services Resume Examples & Samples
- Managing the relationship with internal corporate services and operating group partners
- Identifying and implementing changes as required by stakeholder requests
- Manage the development of the yearly cost allocation exercise
- Act as a subject matter expert supporting the creation and deployment of intercompany agreements
- Work with our partners across various legal entity to identify and operationalize agreements
- Drive the yearly TSA renewal process to meet regulatory timelines
- Partner with TAX as appropriate to ensure completeness and accuracy of the process
- Manage the TSA system and perform any monthly activities
- Ability to challenge status quo
- Understanding of the cost allocation process
- Ability to build strong relationship
12
Relationship Manager Corporate Client Banking & Specialized Industries Entertainment Industries Group Resume Examples & Samples
- Manage complex, multi-product client relationships
- Proactively market clients and prospects and develop a network of referral sources
- Bachelors degree with outstanding academic credentials
- Minimum of 7 years experience in a Corporate or Investment banking support role or comparable experience
- Knowledge of Investment Banking products and preferably execution experience Position will provide support around capital structure analysis concentrating on syndicated leveraged finance transactions, corporate finance advisory, interest rate and currency hedging, as well as traditional banking products
- Knowledge of credit underwriting and structuring. Position will regularly collaborate with credit team on analysis, structuring and documentation of credit requests
- Excellent problem solving, oral and written communication skills
- Strong interpersonal skills as position enables frequent and direct interaction with senior management of clients and prospects
- The ability to be a highly motivated, productive team player. Partnership skills are essential as work will often overlap with industry partners, product partners and investment banking teams
- Strong computer proficiency with knowledge of Excel, PowerPoint and Word
- Series 79 and 63 licensed (or must obtain)
13
Corporate Capital Markets Relationship Manager Resume Examples & Samples
- Responsible for accounts of significant intricacy, complexity, and level of risk and annual fee generation
- Review, analyze and comment on all operative documents pertaining to assigned accounts Pre- and Post-Closing
- Represent Wilmington Trust Company at formal transaction closings, attend and chair meetings/client presentations and prepare relevant documentation
- Responsible for mentoring others as appropriate
14
Large Corporate Relationship Manager Resume Examples & Samples
- Source new, and service existing large corporate bank clients seeking lending and other relationships with the bank. Develop information concerning their businesses and requirements, evaluate credit information and make relationship recommendations
- Maximize the department’s profitability through the maintenance of a high quality loan portfolio. Follow current loans to ensure conformity with terms and covenants; maintain current and complete credit file
- Participate in a formal calling program, including prospecting, to develop new loan, deposit and fee based business
15
Relationship Manager, Corporate Banking Resume Examples & Samples
- Implement the strategic and operational plans effectively to ensure that Department's and Division's goals and objectives are achieved
- Assures that bank polices are uniformly understood and properly interpreted and administered by subordinates
- Promotes the sales and marketing activity to the target market decision makers within customer organizations throughout the defined markets
- Carefully seeks and exploits new market opportunities continuously for the division
- Represents the bank in targeted business community through active participation in the community affairs and ensures the marketing of all of the banks' products and services
- 10+ years of corporate banking experience in US and international market place
- Strong financial aptitude and broad analytical ability
- Excellent oral and written communications kills including excellent business writing, editing, and proofreading skills
- Knowledge of domestic and foreign financial markets and products, including nonbanking financial institutions
- Previous investment banking experience analyzing and executing M&A transactions and financing (1+ years)
- Strong commercial orientation
- Ability to work independently and think creatively
- A Bachelor’s degree, an MBA a plus
- Prior investment banking experience/training program desirable
- Series 79 & 63 will be required
16
Corporate Enterprise Relationship Manager Resume Examples & Samples
- Ensure the highest degree of customer satisfaction. This requires ongoing customer contact and business conversations at the Sr.level, product presentations / demos, and business specific conversations including customer business and learning strategies and ROI metrics. Help existing customers identify areas where the use of innovative software will improve their learner outcomes and business results. Success is measured through customer service and satisfaction scores
- Enable the conversion of pilot and established assigned accounts into expanded long-term contracts. Upsell services and expand revenue generated from assigned accounts
- As part of the Business Development team, take an active role influencing customer targets, identification of salable value propositions, and the development of new growth strategies
- Represent LSP in internal and external venues may include conferences and trade shows
- Work with Learning Science Platform teams to advise on platform enhancements, additional services, and upgrades. Create and utilize analytics reports on customer penetration, usage, renewals, new business, gap reporting
- Five plus years in strategic selling and/or relationship management; enterprise, solution or technical sales experience
- Experience working inside a corporate learning organization preferred
- Experience with SaaS products preferred
- Bachelor’s degree or equivalent work experiance; higher degree strongly preferred
- Demonstrated success working with embedded client engagement relationships
- Experience with Salesforce and other sales productivity tools
- Proven success prospecting, identifying opportunities; proposing, presenting and discussing
- Diversity in industry experience preferred
- Strong communication/interpersonal skills, and the ability to influence customers
- Interest in improving learner outcomes
- Fit to LSP’s “start-up within a corporate” culture
- Extensive travel
17
Corporate Relationship Manager Industrial Finance SEE Region Resume Examples & Samples
- Bachelor’s Degree or a high school diploma/GED
- Strong experience related to Direct Sales, Risk, Finance, Audit and/or Sales Database Management
- Knowledge of financial statement analysis
- Strong analytical skills to evaluate data, formulate accurate conclusions and develop action plans
- Excellent verbal communication and influencing skills
- Demonstrated ability to build and foster relationships with senior management of prospects and customers
- Proven sales success in commercial leasing/lending industry
- Credit knowledge and full understanding of financial statements and cash flow
- In depth working knowledge of leases and loans desired
- Comprehensive knowledge of corporate and industry financial analysis and underwriting procedures
- Working knowledge of industry related risk, tax and legal principles
- High integrity team player with proven ability to execute in a dynamic environment
- Strong organizational skills and ability to multitask
18
Corporate Capital Markets Relationship Manager Resume Examples & Samples
- Monitor all activity related to assigned accounts to ensure accounts are setup and operating within established guidelines
- Coordinate KYC documents for assigned clients
- Review accounts to ensure they are set-up on relevant administrative and operational systems/databases within established guidelines
- Monitor and collect aged receivables, where appropriate
- Responsible for ensuring the coordination of all administrative, operational and risk management support for assigned accounts
- Provide coverage and support for team members within Section and Unit/Section Manager as instructed
19
Relationship Manager Iv-corporate Banking Resume Examples & Samples
- Bachelor’s degree in business, finance or accounting strongly preferred
- Seven or more years previous experience or demonstrated ability in credit analysis
- Familiar with Word, Excel, Access or similar programs
- Five years experience with credit systems is mandatory
- Requires ability to manage the process of sophisticated and complex facilities including participations/syndications
- Requires ability to understand and carry out assigned duties effectively
- Requires excellent financial analytical abilities, verbal and written communication skills
- Knowledge of federal and state laws relating to commercial lending
- A high level of analytical ability to determine the loan risk involved and recommend credit limitations
- This position will involve significant client interaction and an aptitude for marketing Corporate Banking products is essential
- Incumbent will be an active participant in team calling goals involving joint retention calls and prospecting activity
- Conduct an active business development program that targets new customer prospects and business
- Provide supervision and training to assigned staff members
- Meets goals and objectives established for the position by senior management
- Prepare and present for approval the credit analysis on borrowing requests
- Negotiate terms and conditions within assigned parameters
- Ensure timely and thorough monitoring of all credits through periodic reviews continual analysis, and proper documentation
- Analyzes data provided by credit bureaus, other financial institutions and financial institution files
- Establishing and maintain proper documents relating to the perfection of the Bank’s lien position on loans secured by various collateral
- May supervise loan documentation and support activities for Corporate Banking team
- Implement and maintain loan monitoring system
- Trains and develops subordinate personnel as appropriate
20
Corporate Lender / Relationship Manager Resume Examples & Samples
- Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request
- Establishes, and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements
- Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant’s business and/or collateral, review of interim financial reports, personal interview, and other means
- Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department’s lending authority
- Authorizes or rejects overdrafts in depository account within established authorities
- Advise customers, where possible, concerning business management and financial matters
- Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services
- Develops new business by contacting prospects and customers, cross-sells bank services
- Prepares lending activity reports for department management
- Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities
21
Corporate Caplital Markets Relationship Manager Resume Examples & Samples
- Review, develop, and deliver innovative transactions, products and/or services
- Direct the timely execution of all cash flows, fee billing, internal and external reporting, tickler processing
- Research and resolve issues related to all aspects of assigned accounts
22
Relationship Manager Corporate Clients Resume Examples & Samples
- Being the central point of contactfor your clients; mainly subsidiaries of companies with a turnover above 250 mio € and/or stock listed
- Acting as a relationship manager with customers of your portfolio up to CFO /CEO and board level in close cooperation with the Parent Account Manager
- Working closely with other ING product colleagues (PCM, lending, leasing, DEFI, FM) to identify new business opportunities in your clients portfolio & grow overall revenues
- Monitoring the credit quality of your clients
- Develop a deep real estate sector knowledge to understand sector trends and identify new prospects
- Liaisingclosely with the Parent Account Manager and other real estate colleagues within ING
- Developing international business with clients subsidiaries
23
Relationship Manager Corporate Banking Media & Entertainment Resume Examples & Samples
- Minimum of 3 years experience in managing commercial relationships with international needs
- Knowledge of how MME corporate clients operate
- Knowledge of Trade, GLCM, GB&M, RBWM, and GPB products and capabilities
24
Relationship Manager for Wholesale Corporate Marketing Resume Examples & Samples
- Manage a portfolio of customers and be responsible for new business development as well as entrenching/deep-selling existing banking relationships
- Cross sell the Bank’s full range of financial products and services
- Generate revenue from existing and new relationships, and increase our share of the wallet of the clients’ businesses
- Monitor industry trends and be updated of market intelligence within the industry/business segments
