Relationship Mgr Resume Samples

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W Little

Wilfred

Little

19098 Lesley Square

Philadelphia

+1 (555) 310 3874

19098 Lesley Square

Philadelphia

Phone

p +1 (555) 310 3874

Experience Experience

San Francisco, CA

Relationship Mgr

San Francisco, CA

Veum Inc

San Francisco, CA

Relationship Mgr

Ensuring that escalations are handled in the quickest possible manner with concentration on the
Managing customer and field expectations around response and incident resolution
Assisting in the management of support incidents from Microsoft Field Sales personnel
Works independently and provides leadership to integrated team
Balances multiple demands and competing priorities
Assists product management and marketing in the development of new products/services
Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan

Los Angeles, CA

Comm Relationship Mgr, Cq-grade

Los Angeles, CA

Dare, Wolff and Collins

Los Angeles, CA

Comm Relationship Mgr, Cq-grade

Generate new deal leads and prospects via cold calling from assigned database or territory
Actively manage assigned database ensuring all accounts are properly scoped and classified
Develop and cultivate strategic relationships with prospects and customers
Develop and implement sales strategy and tactical plan for maximizing deal flow in the assigned database or territory
Partner with cross functional teams in order to facilitate the execution of deals
Perform modeling/forecasting, financial statement and cash flow analysis in order to determine deal feasibility and structure
Price loans and leases using Pricing Model and prepare customer proposals

present

Chicago, IL

Business Relationship Mgr-business Banking

Chicago, IL

Welch and Sons

present

Chicago, IL

Business Relationship Mgr-business Banking

present

Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives
Manage and grow a branch-based portfolio of business clients in assigned branches; manage credit opportunities up to approximately $1.5 million
Manage and grow a branch-based portfolio of business clients in assigned branches; manage credit opportunities up to approximately $250,000
Manage a portfolio of business clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects
Use expert knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank
Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship

Education Education

Bachelor’s Degree in Business

Ashford University

Bachelor’s Degree in Business

Skills Skills

Ensuring that escalations are handled in the quickest possible manner with concentration on the
Excellent interpersonal and communication skills, including presentation skills
Excellent analytical and interpretive skills
Assisting in the management of support incidents from Microsoft Field Sales personnel
Translating customer urgency to both the Standard Break Fix team and Engineering team to ensure customer issues are appropriately escalated and supported
Managing customer and field expectations around response and incident resolution
8 to 10 years of demonstrated success in the investment management arena

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11 Relationship Mgr resume templates

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Comm Relationship Mgr, CQ Resume Examples & Samples

Bachelor's Degree or equivalent work experience with emphasis in accounting, finance, or business law preferred
5+ years of experience structuring Commercial Real Estate (CRE) loans
Knowledge of underwriting guidelines, specifically CRE

Relationship Mgr-team Lead Resume Examples & Samples

May exercise human resource responsibility for personnel managed including hiring, termination, performance review, salary recommendation, training, coaching and personnel issues. Act as a lead position with Relationship Managers joint calling, guiding business development activities and providing guidance on credit structuring and portfolio maintenance
Master’s/Advanced Degree in Business or Finance preferred
Active understanding and ongoing use of Touchpoint and other enterprise level systems. Asset Based Lending Division (ABL)
In depth knowledge of financial analysis (historical and projections) including the ability to perform sensitized models for covenant setting comparing cash drivers and how it relates to excess availability
Understand the concept of "cradle to grave" being an expert in underwriting a loan to being able to negotiate a forbearance during a workout

CBO Relationship Mgr Assoc Resume Examples & Samples

Prepares financial models including obtaining and analyzing all necessary financial data using specialized commercial credit analysis software
Promotes good customer relations and identifies opportunities to refer customers and/or potential customers to other units of the bank to provide cross-sell opportunities that meet the Bank's and customer's needs
Good knowledge of accounting, financial statement and cash flow analysis, and financial model analysis and presentation

Bus Bkg Relationship Mgr Resume Examples & Samples

Obtains financial statements, tax returns, and other credit information and maintains electronic credit files for all existing customers. Conducts analysis of pertinent credit information and/or credit checks
Master’s/Advanced Degree in Business or Finance preferred Required Experience
Five or more years of directly related experience Administrative/Technical Skills/ Other Information
Solid understanding of underwriting and analysis for mid-size companies of all complexities
Active understanding and ongoing use of Touchpoint, electronic underwriting systems and other enterprise level systems. Level Supervised

Japanese Banking Relationship Mgr, Senior Resume Examples & Samples

Supports unit business developing goals through effective calling effort on existing and potential customers. To clearly understand the extent of relationship with existing customers including business relationship at the parent level. If necessary, contact will be made directly to the network of parent bank offices and/or customers in order to facilitate transactions. To identify business and personal needs from both existing customers and its employees, as well as from prospects. - Works closely with Wealth Management, Treasury, Cash Management, International Trade, and other major areas of the Bank to promote the sales and implementation of complex, financial products and services. Provides assistance to customers with Foreign Exchange transactions by contacting the Treasury Department. Acts as a liaison between customers and Treasury Department for the purchase of Euro's or other investment products
Establishes an effective calling program to interact with customers/prospects resides in Pacific Rim countries to develop new businesses. - Ensures development and preparation of effective proposals for presentation to existing and potential customers. Has primary responsibility for marketing presentation to professionals or company decision-makers
Participates in community and business functions/groups to ensure a positive image for the Bank within the designated marketplace. Ensures compliance with CRA outreach program
Provides advice to staff in the operations/customer service unit on sales/marketing approach and product knowledge
Resolves unusual or non-routine inquiries to ensure customer satisfaction
Associate’s Degree Required Experience
Three to four years or more Field of Experience
Complete knowledge of financial products and services used by commercial and retail customers with an emphasis on Japanese owned and operated companies and its executives and employees. Demonstrate sales and portfolio management ability. Good understanding of issues related to economic, political, and business practices with in Pacific Rim countries with an emphasis in Japan. Must be fluent in Japanese. Administrative/Technical Skills
Marketing skill (prospect development and calling)
Perform research, math and analysis skills
Written and verbal communication skills Level Supervised
May lead one or more employees performing similar work

Wtris Relationship Mgr, Cyr Resume Examples & Samples

Manage daily work efficiently, working within set deadlines
Minimum of two years experience in administration of Corporate Retirement accounts/related accounts or comparable experience
Knowledge of balance sheets and income statements
.Must be detail oriented and have excellent customer service skills
A high level of proficiency in the use of personal computers and software packages such as Microsoft Office
Strong decision making and problem resolution abilities

Corp Relationship Mgr Resume Examples & Samples

Helping to deliver insightful analysis and commentary to senior audiences. Producing informative analysis with the proactive communication of identified issues and trends
Assisting in report development to fulfill new requirements, and enhance existing outputs
Contributing to the delivery of regular reports for a variety of key stakeholders
Working with risk data from various MI Systems to help fulfill high profile bespoke requests
Providing support and subject matter expertise to high profile projects
Strong PC skills are required including the use of Excel, Word and PowerPoint
Knowledge of SAS, SQL or similar programming language would be an advantage

Business Banking Call Center Relationship Mgr Resume Examples & Samples

Bachelor’s degree in Business, Finance, or related field highly preferred
2+ years of sales or relationship management experience with a preference in financial services
Credit Certified up to 3MM, Cash Flow Certified
Targeted Industry Knowledge (Specialty Segments-HealthCare, Professional Services, etc)
Treasury Management knowledge
Demonstrated, high-end (up to 3 MM Credit/10 MM Sales) credit business development skills
Previous relationship management and sales (in or outside of PNC) experience
Strong demonstrated consultative selling experience and ability to prepare complex client proposals
Experience interacting, presenting, and influencing management decisions

Bus Bkg Senior Relationship Mgr Grade Resume Examples & Samples

Loan growth
Base limit authority $5MM TCR ($2.5MM new)
Advanced education MBA or Master preferred, normally would hold some level of professional designation ( CPA, CFA, CFP), at a minimum would have a established education track around finance and business management
10 –15 years experience within commercial banking with demonstrated advanced understanding in handling of large complex commercial relationships (credit and cash management)

Corp Relationship Mgr Iii Resume Examples & Samples

Manages the quality and profitability of a portfolio of CDL and LIHTC investment relationships. Responsible for assessing banking needs of customers, determining appropriate product/service solutions, and insuring delivery of same. Incumbent is responsible for negotiating, structuring, and recommending terms and conditions of commercial real estate loans including proper risk assessment and that such loans are properly documented and closed. Responsible for insuring that all commercial real estate loan relationships comply with federal and state laws and regulations, and with Bank policies. Responsible for referring specific product opportunities to other departments as appropriate
Manages all assigned credit exposures and LIHTC investments. Responsible for insuring all appropriate information is provided to affect a thorough credit analysis. Works with the Commercial Risk and Portfolio Management team and Loan Administration to insure high quality credit analysis and risk assessment are developed and that proper approvals are obtained for credits
Incumbent is responsible for participating actively in community organizations, trade associations and industry related activities that advance Bank’s commercial real estate market position whenever and wherever possible
Possesses extensive knowledge of CDL lending, LIHTC processes, and general Commercial Real Estate Lending Practices. Remains current on changes to appropriate laws and regulations affecting commercial real estate in general and the extension of commercial real estate credit in particular. Attends relevant courses and seminars to build expertise as directed by management
Refers sales opportunities to other departments or bank affiliates in support of established objective
Performs related and unrelated duties as may be required
Excellent written and verbal communication skills
Demonstrated sales and negotiation skills
Ability to work at a fast pace, on multiple tasks and processes at the same time, and with potential unscheduled interruptions
Expected to keep up with communications both internal and external, utilizing a reasonable time to respond for critical issues
Ability to work on personal computers, using appropriate software for correspondence, spreadsheets, business models, databases and presentations

Corp Relationship Mgr Resume Examples & Samples

Develops new business relationships for the Bank. Responsible for identifying qualified potential customers and initiating appropriate business development efforts to establish dialogue leading to a potential banking relationship. Responsible for determining appropriate product/service solutions and selling, negotiating and closing such products and services, or referring the opportunity to the appropriate department. Incumbent responsible for building and nurturing productive outside referral sources
Insures that all appropriate information is delivered to Loan Documentation and Funding, Loan Administration, the Credit Risk functions, and other Bank units as appropriate. Insures that electronic credit files and other local record keeping is accurate and up to date, and that information is easily accessible by internal or external auditors including regulatory examiners
Performs all duties in accordance with prescribed regulatory compliance guidelines. Ensures full compliance with the Banks Information Security Policies and Procedures. Works directly with the Community Reinvestment Champion on overall Bank goals and objectives. Supports initiatives and activities to help achieve “Outstanding” CRA ratings
Bachelor’s degree or its equivalent plus at least 5 years working specialized training in lending, credit or related subjects focused on Community Reinvestment activities, or at least 10 years in specialized training in lending, credit or related subjects focused on Community Development
Understanding of financial credit analytics and ratio analysis
Ability to establish and maintain positive working relationships with commercial team, and with support resources that provide centralized or specialized support
Ability to comprehend and resolve problems or suggest solutions as appropriate
Knowledge of key banking products and processes based on broad banking expertise

Corp Relationship Mgr Resume Examples & Samples

Build and maintain effective and influential relationships at senior levels within the client organization
Serve as the overall subject matter expert and business consultant for clients and prospects, using the wealth of services provided by BBVA Compass as well as leveraging the Corporate Relationship Manager’s experience
Bachelor's degree, master’s degree in a business related field highly preferred
Minimum of 5 years experience calling on and supporting Corporate Banking Clients with revenues in excess of $50 million up to $500 million
Formal credit and/or commercial loan training highly preferred

Comm Relationship Mgr-dealership Floorplan Resume Examples & Samples

Responsible for maintaining and building new franchised auto dealer commercial client relationships with significant focus placed on establishing brand new relationships for BMO Dealership Finance
3+ years of prior financial analysis experience with in depth knowledge of dealer financial statements is a plus
Knowledge of underwriting guidelines/Credit qualification when initiated
Ability to work under limited supervision

Dealer Relationship Mgr Resume Examples & Samples

Requires a Bachelor’s degree in Finance, Accounting, Marketing, or Management. Other degrees or equivalent experience will be considered in conjunction with significant financial analysis experience
Eight or more years of commercial lending experience required with a minimum of 3 years floorplan experience in automotive, marine, or recreational vehicles. Candidate must possess a full understanding of all aspects of the automotive finance business including floorplan lending, commercial real estate lending, inventory auditing, and DDA management
BBVA is a sales driven organization who rewards associates who exceed their sales goals, provide best in class customer service, and properly manage their assigned geographic regions. Associates who master these objectives will be the incentive leaders in the division
This position covers a large geographic territory and requires both daily travel and, at times, will require overnight travel

Retail Relationship Mgr Resume Examples & Samples

Meet credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history and review of credit report
One year of portfolio management experience preferred for RRM. (One year required - RRM II; Two years required - RRM III)
Life and Health, 6 and 63 Licensing

Business Relationship Mgr-business Banking Resume Examples & Samples

Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of GNP clients
Manage credit opportunities within assigned portfolio up to $25 million
Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects
Eight or more years experience in business banking relationship management role or related business lending experience

CCM Relationship Mgr-das Resume Examples & Samples

Responsible for partnering with Fee Billing and Collections to monitor and collect aged receivables, where appropriate
Provide coverage and support for other Relationship Managers within Section and Unit/Section Manager as instructed
Actively participate on Divisional and Departmental Projects as assigned at both the strategic and tactical levels. Areas of focus will include product development, fee structures, service delivery, and policy and procedures
Participate in and/or lead departmental projects and corporate initiatives as assigned

Senior Relationship Mgr, IR Resume Examples & Samples

Assigned to most complex book of business, may have national scope to leverage high level skills across the entire organization
Generates and implements creative or unique solutions to solve problems
Requires NASD Series 6 and 63 registrations
Bachelor's degree required or equivalent work experience
In-depth expertise of all IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan design for our institutions
Proven track record of achieving significant sales results with major TIAA CREF clients
Knowledge of defined benefit plans as they relate to TIAA-CREF's business
Industry certifications and designations (CEBS, etc.)
Able to assist client's outside counsel and/or legal counsel on plan design as applicable

Relationship Mgr-chicago Resume Examples & Samples

Balances multiple demands and competing priorities
Must comply with all regulatory requirements and remain in good standing with regulatory agencies
7 or more years of client relationship management, institutional retirement plan sales, and/or retirement plan consulting experience
Bachelor's degree required or equivalent work experience; Master’s in Business or Finance preferred
NOTE: Position to be filled at level depending on experience - either at an experienced Relationship Manager II or Senior Relationship Manager level

Relationship Mgr Resume Examples & Samples

Assigned a moderately to complex book of business
The role is crucial to ensure that all initiatives are executed effectively and efficiently
Ability to interact with Executive level Management team members
Advocates for TIAA as a representative to outside groups and associations
Considerable travel required
Requires NASD Series 6 (or 7) and 63 registrations
Preferred, appointed as an agent by TIAA and T-C Life
May attain additional industry certifications and designations (CEBS, etc.)

Bus Bkg Relationship Mgr Resume Examples & Samples

Is there substantial dollars at other institutions?
Leverage the entire Commercial Bank
Set up joint calls with business partners
Maintain copy of referral form
Communicate with business partner for status
Product knowledge

Bus Bkg Relationship Mgr-grade Resume Examples & Samples

Assist in transfer of clients to Small Business, Retail, Diversified Industries or other segment partners as transaction parameters require
Review PFS’s for potential opportunities
What is the rate on their current mortgage?
Utilize a SWAP on all term debt greater than $1MM
Submit Referral Form
Accurately complete all required fields

Large Corporate Commercial Senior Relationship Mgr Resume Examples & Samples

Manage the Bank's relationship with a sizable existing portfolio of bank customers with a large
Responsible for growing and retaining relationships with targeted client group by coordinating
Responsible for delivery of value-added financial solutions (ranging from traditional to
Excellent interpersonal, written and verbal communications
Must possess superior client relationship, marketing presentation, and sales skills in addition to
Demonstrated sales negotiating and successful closing experience
Strong credit training required; underwriting experience preferred
10+ years banking experience required
8+ years sales experience preferred

Premium Elite Relationship Mgr-merrill Edge-rolling Meadows Resume Examples & Samples

Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all of clients' trading and servicing needs
Take a client-focused approach by being a reliable expert on the client's most complex trading, servicing and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share
Anticipate client dissatisfaction or relationship-risk and immediately work with manager and partners to resolve issues
Execute a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience
Exhibit critical thinking / problem solving skills to immediately address escalated client issues notice to deliver a best in class customer experience
Strong risk-management aptitude
Series 7 and 63 licensing REQUIRED
Ability to handle multiple tasks in a dynamic environment
Must be flexible to work hours of operation

Comm Relationship Mgr, Cq-grade Resume Examples & Samples

Generate new deal leads and prospects via cold calling from assigned database or territory
Actively manage assigned database ensuring all accounts are properly scoped and classified
Develop and implement sales strategy and tactical plan for maximizing deal flow in the assigned database or territory
Partner with cross functional teams in order to facilitate the execution of deals
Perform modeling/forecasting, financial statement and cash flow analysis in order to determine deal feasibility and structure
Price loans and leases using Pricing Model and prepare customer proposals
Accurately update CRM (Salesforce)‎ on a timely basis
Bachelor's Degree in business, finance, accounting, economics or other business-related curriculum preferred
Minimum of three years of sales experience is preferred; minimum of two years of sales or transactional experience in financial services is required
Knowledge of transportation industry-related financial analysis, credit, and legal principles
Ability to travel extensively within the assigned territory with some overnight travel and air travel required
Bilingual (English & Spanish) a strong plus
Strong proficiency in Microsoft Office products, CRM tools and the Internet
Strong financial analysis skills

Corporate Capital Markets Relationship Mgr-dcz Resume Examples & Samples

Perform Annual Account Reviews on assigned accounts to ensure accounts are setup and operating within established guidelines
Bachelor's degree or in lieu of a degree equivalent training
Minimum of 2 years of professional work experience
Organization and leadership skills
Must be detail oriented and have excellent customer service skills
Ability to read, analyze and interpret legal documents
Ability to use independent judgment, discretion and maintain confidentiality on investment matters
Strategic thinking/problem solving skills
Demonstrates a sense of ownership in jobs or projects
Bachelor’s degree in Business Administration or Finance
Knowledge of securities industry and investment background

Comm Relationship Mgr, Cq-grade Resume Examples & Samples

Develops relationship plans for prospects and customers that provide solutions for cash management and other non-lending products and services
Ensures adequate documentation for loans and cash mgmt services. Reviews loan application and cash mgmt service agreements for completeness and accuracy and submits application to appropriate departments for processing in a timely manner
Coordinate closing with closing department, customers and attorneys. Reviews completed documents prior to loan closing for completeness and accuracy
Follows up after closing to insure all documents are completed and in file
Develops new business by contacting prospects and customer, and by cross-selling Bank products and services that include credit, trust/investment and cash management
Participates and provides leadership in Bank and community activities including business, charitable, civic and social organizations, increasing Bank's visibility and enhancing new business opportunities
Interviews business customers and prospects describing cash management/deposits
Ensures that proper and accurate disclosures are provided to all applicants within Required timeframes
Advises customers, where possible, on business management and other financial matters
Evaluates and structures loan requests, determining appropriate documentation for Approved loans
Negotiates terms under which credit/cash mgmt svcs will be extended, including costs, repayment method, collateral requirements; ensures extension of credit/delivery of cash mgmt svcs is in accordance with corporate policies, pricing guidelines, portfolio considerations
Approves loans up to pre-authorized limits. Serves as the Relationship Manager on Loans above this limit
Assures compliance with all regulations
Monitors loan repayment activities and takes necessary action to collect from past-due accounts

Relationship Mgr, GFS Resume Examples & Samples

Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners
Develops complete understanding of client�s business, objectives, goals and market challenges, and ensures bank relationship plan is consistent
Educates client on emerging issues, bank products and services, regulatory/tax changes, and the general institutional trust environment, advising the client of the impact on the client�s business and on our own services
Cross-sells bank products/services and participates in development of solutions to client needs, coordinates presentations, brings in experts when appropriate, closes the sale, ensures smooth delivery of new services, and communicates emerging needs

Relationship Mgr-michigan Resume Examples & Samples

Developed leadership skills, including the ability to manage without authority
Developed ability to think and act strategically with goal based outcomes
Fully responsible and accountable for all account management activities
Experienced sales and relationship management professional with demonstrated leadership skills
Identifies and provides input into new initiatives process/workflow improvements and program/policy changes
Assignments require considerable judgment, analysis and initiative in order to resolve problems and make

Comml Relationship Mgr Resume Examples & Samples

Maintains portfolio by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s)
Demonstrates knowledge of bank products, services, and bank operations
Intermediate level of understanding of credit underwriting
Demonstrates ability to manage time effectively to balance new & existing relationships to meet goals
Ability to prospect and network at various levels within a company

Retail Relationship Mgr-friendswood Resume Examples & Samples

This position has no unusual physical requirements
Interruptions from customers, peers, managers or others are present with the need to prioritize tasks
This position requires the ability to continuously view information on documents and on a computer screen, to conduct written and verbal communication, to sit and to manipulate objects

CBG Relationship Mgr Team Lead Resume Examples & Samples

Bachelor’s Degree in Business or Finance
Master’s/Advanced Degree in Business or Finance
Years of functional/professional experience Ten or more years of directly related experience
Years of supervisory or managerial experience Some supervisory/managerial experience
Active understanding and ongoing use of Touchpoint and other enterprise level systems
Asset Based Lending Division (ABL)
In depth knowledge of A/R, inventory, and M&E and its respective nuances in any particular industry

Relationship Mgr Senior Resume Examples & Samples

Bachelor's degree required
Minimum 5 years of credit experience required
Sound credit analysis and accounting skills

Comm Relationship Mgr, Cq-grade Resume Examples & Samples

Knowledge of financial analysis, credit, and legal principles
Knowledge of transportation industry is preferred
Ability to travel extensively within the assigned territory with some overnight travel required
Bilingual (English & Spanish)

Rms-relationship Mgr Resume Examples & Samples

Highly customer focused with strong client relationship management skills
Ability to manage multiple projects and timelines
Strategic & critical thinking abilities
Business planning ability to drive change
Strong knowledge of other banking products and services
Self-directed skills
CCTS ¿ Certified Corp Trust Specialist

Wtris Relationship Mgr-dcd Resume Examples & Samples

Perform Annual Account Reviews on assigned accounts. Complete client billing and resolve aged receivables timely
Bachelor's degree or in lieu of a degree, equivalent training and/or work experience
Minimum of two years’ experience in administration of corporate retirement accounts or related experience
Demonstrates a strong level of proficiency in the use of personal computers and software packages such as Microsoft Office

Lead Relationship Mgr Resume Examples & Samples

Develops and manages client relationships within the business unit to ensure client satisfaction and the development of efficient business systems
Represents user area to CTS departments in moderately complex system enhancements and design activities to ensure changes take into account business needs
Responsible for evaluating and monitoring contract performance to determine need for amendments or extensions to contracts, and compliance to contractual obligations. Makes suggestions for changes to more senior staff
Investigates and recommends action on requests for deviations from contract specifications and delivery schedules
Analyzes price proposals, financial reports and other data to determine reasonableness of prices
Contributes to the achievement of related teams' objectives
LI-PERSH
ITIL Expert (Managing Across the Lifecycle)
Problem Management experience
Service Level Management experience
Good understanding of VPN/MPLS technologies
PRINCE II certification

CCM Relationship Mgr-dm Resume Examples & Samples

Monitor all activity related to accounts to ensure accounts are setup and operating within established guidelines
Coordinates all administrative, operational and risk management support for assigned accounts
Assume additional responsibilities as requested

Small Business Collections Relationship Mgr Resume Examples & Samples

30% Portfolio Management
Monitor performance of the assigned account portfolio under his/her functional supervision within prescribed credit limits and with appropriate consulting and oversight by senior management
Utilize his/her management expertise and credit knowledge to resolve financially challenged accounts by returning them to acceptable risk levels or alternatively developing and pursuing an exit strategy within an acceptable time frame
Manage account portfolio receiving appropriate assistance and guidance by managers on more complex/highly specialized account situations
Follow existing sound business practices to improve quality, liquidity and profitability in accordance with Bank policy
30% Account Management
In consultation with the assigned Manager, the Small Business Associate Relationship Manager is accountable within the assigned portfolio for the successful negotiation and execution of account strategies with the objective of minimizing the Bank’s exposure to loan losses and maximizing all recoveries, including respective professional fees and interest
Complete detailed analysis and assessment of overall financial performance of all accounts
Assist in the development of strategies and recommendations of appropriate action plans with more manager, where appropriate, utilizing business knowledge and experience
Assist in the analysis of assessment of security valuations and cash flow to determine any potential exposure or weaknesses in documentation and the development strategies to enhance the Bank’s security position whenever warranted/available
Assist in the development and implementation of early action plans to minimize risk and the Bank’s exposure, ensuring actions are both cost-effective & dynamic to evolving circumstances
Assist in the completion of timely and accurate reporting as required
Deal effectively with competing priorities and be able to sort out conflicting or ambiguous information and reach informed recommendations or decisions
As required, proactively monitor performance of borrower(s) v/s targets, deadlines and overall action plan initiatives, including the performance of any professionals employed
Initiate and support the decision making process, ensuring prompt escalation of any sensitive or substantive issues are communicated to Senior Manager
20% Relationship Management
Begin development of co-operative and professional business relationships with customers, professional advisors and other interested parties through forthright communication and appropriate negotiations seeking leadership support where required
Establish working partnerships with P&C /PCG Relationship Managers and external clients by providing consultative and advisory support in developing work out solutions that offer maximum ability to maintain banking relationships
Build and maintain in-depth product knowledge to support ability to cross sell and recommend appropriate Bank products related to meet client needs
10% Team Support
Provide team support to as requested less experienced SBC Assoc RMs
Actively participate in projects as assigned, and ensure deadlines are met. Monitor and provide senior management updates as appropriate
10% Professional Development / Expertise
Participate in ongoing personal professional development
Keep current on financial services industry, new legislation and evolving case law as it impact security realization/insolvency related issues, and disseminate to his/her team
Share expertise with others, providing coaching and advice to others within SBC as well as in the applicable banking groups, portfolio management groups and credit department
Develop and maintain effective, productive relationships with legal and insolvency professionals and other consultants/advisors within the commercial business community
Represent P&C SBC internally as required
At least 1- 3 years practical credit, operations and insolvency experience or equivalent
Strong credit knowledge and skill, which includes loan interviewing, loan assessment and investigation, financial statement analysis, asset valuation, security evaluation, loan evaluation, negotiation, credit correspondence, loan supervision, and collection, including enforcing Creditor’s rights
Solid credit and analytical skills

Technology Relationship Mgr Resume Examples & Samples

Identifies and defines technical issues and works with engineering teams to resolve
Review analyses of activities, costs, operations, and forecast data to determine MTS progress toward stated goals and objectives. Escalate issues as appropriate
Architect relationships and processes to handle day to day operational functions
Bachelors degree in Computer Science (or related discipline) or equivalent education and relevant professional work experience
Entrepreneurial self-starter. Requires proven leadership, resource and people management skills; advanced leadership skills with all employee levels including executive leadership
Strategic thinking and analysis capabilities including identifying risks and opportunities across the market
Strong knowledge base of information industry and technology

PCG Trust Relationship Mgr Resume Examples & Samples

Five to seven years of experience in financial services industry
At least three years of experience in trust servicing and/or administration
Strong personal trust and relationship management skills
Thorough knowledge of fiduciary services
Thorough knowledge of Wealth Management and personal trust products and services
Ability to identify and resolve/escalate problems

Relationship Mgr, / II Resume Examples & Samples

Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution. Work with sponsors and channel relationships to understand their concerns and needs and, as needed, act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client. Provide plan design consulting services
Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services, fund lineup updates and deliver Investment Due Diligence and Monitoring Reports
Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan
Deliver all aspects of the enrollment, re-enrollment, and education process. Includes pro-actively scheduling, determining content, preparing for, and delivering meetings
Bachelor’s degree required. Degree or experience in Business Administration preferred
3+ years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience. Good knowledge of qualified plans, ERISA, and qualified plan investments
NASD series 6, 63, 65; or equivalent is required or must be completed within 90 days of hire

Relationship Mgr-bank Strategy & Relations Group Resume Examples & Samples

Develops strategic objectives and short- and long- range goals for Vanguard U.S., Canada, and Latin America with regard to bank relationships. Works with internal business units and global BSRG management in the planning and execution of operational plans to achieve departmental, divisional and corporate objectives. Identifies potential opportunities for Vanguard to become instrumental in impacting the banking industry in the Americas
Promotes relationship management and pro-actively fosters effective communication. Anticipates and assesses internal business units' needs and objectives through strategic relationship planning and face to face consultation. Ensures client satisfaction related to the bank services being provided, identifying opportunities to increase satisfaction
Works with BSRG senior manager to set overall servicing expectations and shape bank service structure for Vanguard. Supports development of, and utilizes, key reporting measures seeking enterprise-wide feedback from internal clients. Identifies and manages action plans that address service issues and target improvement of overall service levels. Engages internal clients in process to ensure participation in process
Develops and maintains thorough understanding of the client’s business. Recommends changes to processes to reduce risk, lower costs, increase client satisfaction and efficiencies, and identify new or stronger solutions
Creates and applies BSRG's ideology and methodology to services provided in managing the bank service relationships with both internal clients and banks. Effectively utilizes written, verbal and electronic media to ensure high value and effectiveness of BSRG communications
Maintains a professional understanding of the Vanguard wide bank relationship with assigned banks in order to assist the bank in pro-actively planning and delivering service focused on Vanguard’s needs
Provides support and guidance to other members of BSRG to achieve highest levels of performance
Undergraduate degree or equivalent combination of training and experience. Advanced degree or certification preferred, along with a minimum five years related business experience, including prior relationship management experience
Broad banking-related experience and knowledge, particularly in Fund Services, preferred. Fund Services and/or Treasury Services experience a plus
Excellent coaching, interpersonal and motivation skills; must be adept at relationship management
Superior communication (listening, verbal, and written), negotiating and networking skills
Demonstrated ability to function as part of a team in a fast paced, ambiguous environment working with multiple and diverse responsibilities
Ability to demonstrate excellent judgment
Ability to travel (1-2x/month) within the U.S., to Canada, and Latin America preferred

Mutual Fund & Insurance Products Relationship Mgr Resume Examples & Samples

Communicates with internal educational departments to determine the educational needs of the financial advisors and the appropriate programs related to those needs
Collaborates with internal departments to promote educational programs to the financial advisors and their support staff
Manages conference content with partner companies, industry speakers, home office and financial advisor presenters
Communicates and coordinates event participation opportunities to partner companies. Manages all aspects of these events including coordination of guest speakers, coordination of partner locations and set-up at the various educational venues and function as on-site partner support
Communicates company’s educational business needs to partner companies
Maintains current knowledge on new partner educational materials and make recommendations to management on appropriate materials to promote through conference venues or the Creating Client Advocates web site
Provides reporting information to partner companies upon request
Manages the partner invitation list and coordinate invitation process with members of the sales management team
Financial markets and products
Financial advisors’ duties and challenges
Be proactive and demonstrate readiness and ability to initiate action
Maintain confidentiality of information both inside and outside of the organization
Organize, prioritize, manage, and complete multiple projects and tasks concurrently, in a fast-paced environment with frequently changing priorities and constant interruptions, including those delegated, to complete work efficiently
Work independently as well as collaboratively within a team environment; resolve problems and use independent judgment in making decisions
Bachelor’s degree (B. A.) or equivalent in a related discipline and four (4) years of experience in the financial services industry with specific exposure to financial advisor duties and challenges preferred

Relationship Mgr-ghhn Resume Examples & Samples

Partner with Commercial Banking Regions to effectively administer and manage credit exposure and grow treasury management and other Bank revenues from assigned banking relationships and potential clients
Build deep relationships throughout the bank to drive sales process to existing or potential clients. May serve as an escalation point to ensure client satisfaction, but also fulfill the role as an organizational liaison for other client needs by connecting any appropriate bank resource(s)
Design and execute a portfolio action plan that includes conducting in-person visits with clients or phone-based meetings and interactions to recommend best practices, as well as review the efficacy of the product segments being utilized to support the client¿s business goals and objectives
Provide recurring customer service to existing and prospective clients, which includes direct contact with clients either through participation in joint sales calls or direct correspondence, and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times
Bring new clients into assigned portfolio to achieve growth targets. New clients obtained through effective management of the entire sales process
Demonstrates ability to serve as an advisor to clients, influence buying decisions, and foster loyalty to UMB
Demonstrates ability to prospect and network at various levels within a company
Demonstrates knowledge and understanding in how to identify and process at risk clients, approval process, change terms, etc
Demonstrates expert level of understanding of products and services
Demonstrates strong analytical skills
In-depth understanding of the sales process in each of the GHHN segments
Expert level of knowledge of the credit products and loan structures utilized by GHHN clients
Proficiency in managing complicated relationships where multiple Bank business units provide products and services to the client
Effectiveness at growing treasury management revenue

Wo-senior Relationship Mgr Resume Examples & Samples

Able to manage own workload prioritizing activities, balancing conflicting demands and working on own initiatives
10 -13 years of experience in Manufacturing / Service Industries, implementing quality practices like Lean, Six Sigma and ISO 9001 and process Re-engineering
Domain – 6 Sigma, Lean & ISO Quality Management Systems
Certified ISO Lead auditor / Accredited WO facilitator / Certified Black Belt/ Quality specialist /Accredited Lean change Agent
System – Minitab, MsProject, MsVisio, MsPowerpoint, Advanced Excel & MsWord

Premier Relationship Mgr Resume Examples & Samples

4-6 years of banking experience preferred
Experience with sales of consumer mortgage and home equity recommended
Experience with sales of banking products and services required
Knowledgeable of regulatory requirements to ensure a sound control environment
FINRA Series 6, 63 and 65 Securities Licenses: and Life/Helath Licenses required

Business Banking Relationship Mgr-ma Metro Resume Examples & Samples

Primary focus is on exceeding specific net portfolio loan and deposit growth goals along with new deposit, loan, cash management and total revenue production
Effectively utilize centralized credit support team for both new originations and portfolio management
Utilize Salesforce.com to manage your call/relationship management activities on a weekly basis
Required to make a targeted number of “in person” calls to prospects, customers, Centers of Influences and internal partners weekly & monthly
6+ years in a Business Banking Relationship Manager role or related business lending experience
Advanced knowledge of business products and services

Wealth Management Personal Trust Relationship Mgr-the Private Client Reserve Resume Examples & Samples

Five or more years of wealth management experience in the financial services industry
Thorough knowledge of personal trust products and services
Strong networking and business development skills

Dir, MBA Career Mgmt & Relationship Mgr Resume Examples & Samples

Provide guidance to international and domestic candidates about their positioning in the market depending on background and interest
Advise on skill building and professional preparation needed to be competitive in an aggressive job market
Motivate students to quickly move through the search phases and be ready for interviews with prospective top MBA hirers
Work with external resources that can be used to prepare and place students in management consulting,
Conduct and critique mock interviews and arrange for additional interviews to be held with industry experts,
Train Student Career Advisors to provide basic coaching on resumes, cover letters, personal web sites, LinkedIn, social media and others using online career resources and tools,
Consult and coach candidates on associate and full-time offers,
Regularly monitor employment status of all assigned students
Conduct on-going outreach to students using print, personal and electronic media; track contacts and report activities

Relationship Mgr Busbk Resume Examples & Samples

Minimum 1 year of credit experience required
Demonstrated sales and marketing capabilities
Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility
LI-JO1

Retail Relationship Mgr-bunker Hill Resume Examples & Samples

Ability to maintain the confidentiality of customer information
The position requires regular and predictable attendance and the ability to be punctual
This position requires on-going situational awareness of the facility and of the people in and around the facility to ensure personal and environmental safety

Payments Relationship Mgr Resume Examples & Samples

Reviews and recommends objectives and procedures; administers policies as they affect the operational/product area serving a specific industry grouping or geographic region
Identifies business opportunities and solicits referrals from other product or business segment areas
Coordinates the business development programs and call schedules as they pertain to the group or region supervised
Oversees the preparation of relationship plans ensuring strong client focus and directs the implementation of new and existing services to accounts within the group or region, including providing advice and guidance
Assists representatives with complex account relationships and guiding less experienced representatives in policy, procedure and product matters
Develops and services the largest accounts within the group or region; assisting them in forecasting their needs and developing solutions
Sets and manages to financial return objectives for each relationship
Monitors and analyzes relationship plan results and account activities, determines account profitability, recommends which accounts should be further developed or eliminated and prepares various reports for management
Maintains an awareness of and informs representatives of competitive products, practices, rates and changes in the market area
Analyzes problem accounts and meets with them to develop solutions
Exercises delegated authority regarding staffing, performance appraisals, promotions, compensation recommendations and termination. Guides and motivates employees in accomplishing goals via follow-ups, on-the-job training or formal training
Interfaces with other functional areas including the referral of business leads as appropriate

Wealth Management Private Banking Relationship Mgr-the Private Client Reserve Resume Examples & Samples

Thorough knowledge of Wealth Management products and services
Advanced knowledge of private banking products and services, including credit processes
Ability to partner with clients to identify and service unique customer needs

Investment Relationship Mgr Resume Examples & Samples

Two to five years of experience in a financial sales position, preferably working with Private Client Group clients
FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license
Expert knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
Expert knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services
Extensive knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business development skills
Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

Relationship Mgr Resume Examples & Samples

50% - Relationship Mgt / Client Servicing
Acts at the Relationship Manager to the client
Maintain and enhance ongoing client relationship and service levels
Develop rapport and instill confidence with the client in order to develop credibility and earn their trust as a representative of BMO Global Asset Management
30% - Portfolio Management
Supervise and establish objectives for the equity portfolio managers
Monitor trading activity within client accounts
Discuss process, portfolio construction, risk management, and issuer selection with the client
Provide written and verbal reports to the client on performance of accounts, the market, and performance of individual securities
Manage multiple facets of relationship with the client, including presentation of investment manager strategies, styles, current views, and outlooks
Prepare client and market summaries as required
Act as a subject matter expert for all client interactions
Direct, review, and approve written client and consultant communications including RFPs, Quarterly reports, surveys, and presentations
20% - Business Development / Marketing
Assist marketing group with new business opportunities; deliver presentations to the client
Attend market functions such as conferences, seminars, etc. and participate as appropriate as host, speaker, and presenter
Proactively participate in finalist presentations
8 to 10 years of demonstrated success in the investment management arena
CFA certificate preferred
Excellent interpersonal and communication skills, including presentation skills

Private Bank Relationship Mgr Resume Examples & Samples

Five plus years of demonstrated sales and business development experience with proven results
Demonstrated strong or advanced knowledge of Invesments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Undergraduate degree in business related field or equivalent work experience. Proficient in personal computer applications to drive results
Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act)
Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling
Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction

Business Banking Relationship Mgr Resume Examples & Samples

Works closely with central underwriting teams for new credit requests and renewals ensuring that all relevant financial and non-financial information is available to the underwriter
Generally underwrites new relationship credit requests for approval
Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Works closely with centralized underwriting and portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting responses
Bachelor’s Degree in Business or Finance required

Corp Trust Relationship Mgr Resume Examples & Samples

Interacts with small to large municipal issuers, including cities and school districts
Provides reconciliation of omnibus paying agent and cost of issuance accounts
Disseminates financial information to the EMMA system (as required)
Resolve complex administrative issues and provide support to existing client staff
Provide occasional support to mid-tier and/or senior clients
Operate independently to service the clients and resolve intermediate issues
Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust
Price business based on account structure compared to existing business
Review legal documents to ensure operational mechanics are appropriate
Demonstrates ability to manage multiple projects and timelines
Demonstrates general knowledge of banking products and services
Demonstrates the ability to be self directed

Senior Lead CBG Relationship Mgr Resume Examples & Samples

Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs
Master’s/Advanced Degree in Business or Finance - Preferred
Requires mastery level knowledge of job area typically obtained through advanced education combined with experience. May have deep knowledge of project management

Director, Relationship Mgr Resume Examples & Samples

4yr. college degree & MBA a plus
Minimum of 10 years banking/securities/brokerage experience, including experience in sales or client relations
Series 7 and or16/20 licensed a plus
Excellent financial, accounting, project mgt. and analytical skills
Must have outstanding interpersonal, networking, client focus and negotiation skills
Must have strong follow-through and full accountability for their responsibilities
Working knowledge of MS Word, Excel, PowerPoint and technical operating systems

Commercial Relationship Mgr Resume Examples & Samples

3-5 years of lending experience preferred
Prior solid commercial lending experience required
Ability to analyze customers’ needs

Global Relationship Mgr-banking Resume Examples & Samples

Understand client needs and translate them into winning proposals for Genpact and its customer
Win new growth deals in client account per pre-agreed targets. Meet and exceed Operating Plan (OP) numbers
Understand the marketplace and competitive offerings; drive strategic sales initiatives for Genpact
Leverage and create networks that results in potential opportunities/leads in the client’s organization globally
Connect at the CxO level in client organization; build and maintain relationships that enable higher customer satisfaction (measured via NPS survey system) and delivered impact
Provide insights on what is happening in client’s financials and drive business strategies within operating teams to add value to the client
Build, run and manage the governance around client and Genpact communication enabling better visibility, transparency and partnership within the relationship
Cross-sell all Genpact solutions to the client and drive higher penetration
Be a key intermediary between global delivery team and the client
Promote Genpact and grow Brand Awareness in the client organization/industry vertical
Participate in industry third party seminars, quarterly meetings, earnings calls, analyst forums to develop deeper industry connects in relation to the client and client’s industry
Play a key role in providing timely an high quality RFX responses
Partner with RFI/RFP team and finance on customer proposals to realize customer needs while maintaining profitability
Provide market intelligence for costing on proposals
Partner with Genpact offshore delivery teams to create effective deal solutions
Bachelor degree required, Master level or MBA desirable but not required
Consulting background highly desirable
Demonstrable experience managing clients and doing end-to-end deals. Proven success driving higher growth penetration with deals of $5 million TCV or larger
Minimum 12+ years of consulting and/or professional business services
Minimum 5 years as an account manager at a strategic level with a client of significant size financially
Experience working in or with companies in the Property & Casualty Insurance industry
Experience and cultural adaptability to work across countries and succeed in a global organization
Executive presence, strong communication and presentation skills and a drive for results
Insightful, creative, articulate, persuasive and organized
Able to interface at all levels of an organization (including senior leaders in a variety of functions)
Sound financial and commercial business acumen

Business Banking Relationship Mgr-boston North Resume Examples & Samples

Ability to source, structure and present business lending opportunities up to $10MM
Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business to achieve goals
Build a collaborative internal relationship with key partners
Strong business or commercial credit acumen preferred

CCM Relationship Mgr-dbv Resume Examples & Samples

Review accounts on relevant administrative and operational systems/databases within established guidelines
Reviews, analyzes and provides comments to counsel on all operative documents pertaining to assigned accounts
Evaluates fees for suitability and conformance with fee schedules
Partners with Fee Billing and Collections to monitor and collect aged receivables, where appropriate
Participate in departmental projects and corporate initiatives
Assist management with the development and operation of business products and processes

Relationship Mgr, National Deposits Resume Examples & Samples

Identifies and solicits business for potential clients using referrals, personal contacts, centers of influence and existing clients
Interviews clients to determine financial position, resources, assets available to invest, financial goals, sources of wealth and client background
Interviews Deposit Account applicants, and collects and analyzes financial and related data to determine the general worthiness of the prospect and the merits of the specific deposit relationship
Collects and analyzes information that reflects the current worthiness of customers, i.e High Risk, type of industry, and the current merits of opening a banking relationship. May obtain information through direct inspection of the applicant’s business and/or review of interim financial reports, personal interview, and other means
Opens and services, with assistance of Commercial-National Deposit Group Support Associates, new Bank accounts and loans (if applicable) for customers, adhering to policies and procedures to prevent new account fraud and BSA / USAPA violations
Monitors loan repayment activities (if applicable) and takes necessary action to collect from past-due accounts
Advises customers, where possible, concerning business management and financial matters and builds consistent and long-term financial advisory relationships with clients
Follows up with customers on a regular basis through phone calls and personal visits
Completes weekly activity reports
Conducts offline or online research to resolve customer problems
Assures all transactions are in compliance with pertinent laws and regulations
Prepares and delivers clear, effective and professional presentations
Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on the division’s lending activities
Participates in community affairs to increase the bank’s visibility and to enhance new business opportunities
Maintains professional and community relations to increase the bank’s visibility and new business opportunities, and to further personal development
Supports Team Leader in achieving budgeted controllable non-interest income and expense, as well as deposit and loan goals, based on department’s annual budget plan

Private Banking Relationship Mgr-the Private Client Reserve Resume Examples & Samples

Five or more years of private banking experience in the financial services industry
Excellent telephone and interpersonal skills
Ability to partner with client’s third party advisors to identify and service unique customer needs

Relationship Mgr Resume Examples & Samples

Demonstrated management of an extensive portfolio of clients with annual revenues of $5 - $50 million
Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues
Completion of formal credit training preferred

Business Relationship Mgr, IT Resume Examples & Samples

Builds and maintains effective and trusting business relationships with both external and internal stakeholders such as health plan Senior Leadership/Senior Management and/or Corporate Executives, Molina Medical Solutions, other IT functions to understand their business needs, strategies, priorities and key issues
Documents, manages and maintains state service level agreements for compliance deliverables for IT
Works closely with Healthcare Systems & Services leadership to deliver key business initiatives, process improvements, manage service level agreements and business communications
Interacts with State officials and contracted providers for data accesses, submissions planning, gaps and improvements
Provides knowledge of business processes, IT technologies and process to inform appropriate project triage. Consults with the business (as well as collaboration with IT) on project scope, assumptions, development progress and estimation
7-9 years

Acct Relationship Mgr Resume Examples & Samples

Research and analyze the strategic business direction and needs of each assigned account to determine how Grainger can best align itself as a product and service partner for all current and future business needs of the account
Develop and manage portfolio performance: Metrics, Robust Pipeline Opportunities, Customer prioritization and Strategic Planning
Develop, present and utilize innovative marketing plans and coordinate and work with internal partners in an effort to meet the operational and purchasing needs of each account
Determine, prepare and present the appropriate "Grainger Value Package" to each account and review how Grainger can add value and help with each account’s purchasing needs
Regularly exercise independent discretion and judgment to determine whether a potential customer qualifies to do business with Grainger, as well as negotiating transaction terms, conditions and pricing for each existing and new account
Function independently with limited supervision in performing all job duties and responsibilities including negotiating terms, pricing and other terms and conditions for each account
Regularly provide solutions in meeting the unique product, service and purchasing needs of individual customers
Evaluate and determine the appropriate marketing and promotional approaches to grow the business and sales for each account
Coordinate and lead activities, and communication between each account and Grainger’s business departments to achieve appropriate business solutions, respond to customers’ purchasing needs and coordinate sales
Proactively interact with each account on a regular and ongoing basis, utilizing a wide array of available communication channels, to maximize their purchasing with Grainger through all of Grainger’s sales / service channels in an effort to drive and secure sales opportunities and sales

Partner Relationship Mgr AV Resume Examples & Samples

5+ years of demonstrated results as an account manager in a technical, e-commerce, or media-related environment
Advanced knowledge with all MS Office tools
Experience and understanding of the entertainment industry, digital media, and/or digital video supply chain

Spec st Relationship Mgr Resume Examples & Samples

Technical Relationship Manager for Pershing’s key, ‘strategic’ clients
Broad technical knowledge and experience, not necessarily expert in any one thing but has breadth of knowledge across multiple technology areas
Technical SME for Pershing Interface Products
Strong communicator – able to present technical content to non-technical Pershing Business and Client stakeholders
Able to build productive relationships with Pershing technical teams
Represents user area to CTS departments in complex system enhancements and design activities to ensure changes take into account business needs
Assists in negotiating, extending, terminating and renegotiating contracts for acquisition of equipment, materials, products, or services
Implements processes and tools for different types of contracts, risk assessment, dispute and issue resolutions through continual review of existing policies and procedures. Ensures that major negotiations/ contracts have been reviewed by appropriate parties (i.e. outside counsel). Reviews and approves addition or deletion of candidates to preferred vendor list

Commercial Relationship Mgr Resume Examples & Samples

Manage and retain profitable client relationships
Develop and maintain a strong COI’s network
Use Vertical IQ, Business Browser, or other tools available to research and develop leads
Actively participate in community activities or events such as Chamber, Kiwanis, Rotary, etc
Primary duties involve new business development and servicing of commercial relationships, with 51% of their portfolio consisting of commercial loans

Corp Relationship Mgr Resume Examples & Samples

Bachelor’s degree in finance or business-related field or equivalent professional experience
5-10 years of broad banking experience in commercial banking
Ability to analyze business income statements, balance sheets and cash flow statements as well as
Must have assertive communication skills
Excellent understanding of Commercial business products including deposit, credit and cash
Ability to build strong working relationships within the organization and develop professional

Digital Relationship Mgr Resume Examples & Samples

One year of banking or financial services experience with emphasis in consumer lending
SBA lending experience/exposure preferred for DRM. (Two years preferred - DRM II)
Life and Health, 6 and 63 Licensing preferred. (Required - DRM I and II)
Meet credit history and criminal background requirements associated with
Must be an extremely motivated team player

Merchant Card Services Relationship Mgr Resume Examples & Samples

Establish a rapport with the principals or decision makers within the customer's business to maintain continuous confidence in Fulton Financial Corporation and Merchant Card Services and serve as an escalated contact point for customers who want to close their merchant account, increasing retention within the portfolio all while facilitating prompt, courteous, accurate and timely problem resolution. This position will also foster a collaborative team approach with the Merchant Card Sales Officer to enhance the customer relationship. Duties will also include assist the Merchant Card Sales Officer with their top customers, including adjustments made to existing accounts to ensure adjustments to the customer accounts are done timely and accurately. This could include analytics such as but not limited to analysis, vendor comparisons, repricing. Complex assignments will warrant discussions with MSO and Manager in order to create and maintain a value added experience to our existing clients
Business development will be consistently managed and organized by utilizing a distribution list for calling efforts on the existing assigned client portfolio. The employee will be able to identify and broaden existing relationships by proactively assessing the customer's current Treasury Management usage and anticipate the needs of additional products and services that the customer may require to enhance their business process. This will be accomplished by consistent biannual phone calling efforts more frequent if needed. The position will organize precall planning and preparation for telephone conversation and possible cross selling of Fulton Merchant Card Services Products as well as identify and execute any additional referral to Treasury Management, Retail or any other Fulton Financial Partner Group. employee sales goals will be achieved through additional product sales. This entails developing proposal packets, explaining cost, overcoming objections and navigating systems. On site customer visits may be required in certain situation. Also, participation in sales oriented functions within Fulton Financial Corporation, Treasury Management or Merchant Card Services may be required
Portfolio risk management will be done by educating existing customers on compliance and regulatory laws as well as internal policy to mitigate risk to our customer and our company. The employee will also ensure that all documentation sent to Account Review and Implementation are completed accurately before submission to that area
3 or more years Sales and customer service , preferably in the financial services industry. (Required)

Financial Relationship Mgr Resume Examples & Samples

8 – 12 years’ related experience; or a Master’s degree with 6 years’ experience; or a PhD with 3 years’ experience
Demonstrated experience in policy review, document review, regulatory and legal compliance
Strong computer skills with demonstrated proficiency in word processing, spreadsheet, presentation and email applications
Strong interpersonal skills with the ability to interact with diverse audiences through diplomacy and tact
Excellent oral and written communication skills to effectively communicate with all levels of management

Relationship Mgr Resume Examples & Samples

Assisting in the management of support incidents from Microsoft Field Sales personnel
Translating customer urgency to both the Standard Break Fix team and Engineering team to ensure customer issues are appropriately escalated and supported
Managing customer and field expectations around response and incident resolution
Ensuring that escalations are handled in the quickest possible manner with concentration on the
Participating in post mortem discussions and raising awareness to internal teams when changes
Microsoft Services experience MCSE or equivalent is a plus
5+ years of information technology role experience
2+ years of Microsoft Licensing knowledge, Support, or LAR experience
3+ years of strong Program Management skills
Bachelor degree in a technology/Computer Science discipline (equivalent work experience considered)

Ecrt Assoc Relationship Mgr-r Resume Examples & Samples

Responsible for driving partnership initiatives with the RMs through ongoing communication, training, and in person visits
The ARM assists the RM in cultivating and maintaining strong relationships with GBAM and GWIM leadership and teams
The ARM will provide product and industry expertise to GBAM and will consult on the viability of potential opportunities
The ARM will effectively manage diverse sales related administrative functions for the industries that the RM covers
This may include: compliance, coordination of certain projects, service quality, process improvement, and business continuity
Consults across business lines in evaluating current methods and developing strategies to implement changes and improvements
Requires a thorough knowledge of GWIM business units functional area or products, and working knowledge of general bank policies, programs and procedures
The ARM will maintain a high level of expertise in wealth management solutions and will continually build and sharpen their expertise through their partnership with GWIM partners as well as ongoing training. They will demonstrate foundational knowledge in other BofAML product areas including Employee Benefits, Corporate and Investment Banking, consumer solutions and other enterprise-wide Commercial solutions
5 years of outside client facing sales, 5 years commercial banking experience and/or Global Markets experience
Registration Required: Series 7 and 63/65 or 66

Wmcs Relationship Mgr-trust Resume Examples & Samples

Experience working escalations and/or complex high net worth client requests
Proven history of effective coaching and leadership abilities
Demonstrate attention to detail and time management
Knowledge of BAC Policies and Procedures
Experience with BAC systems (CRW, Lean, BOSS/FAST, Interact, FDES, Synergy, TACS, CLMS, AFS, etc.)
Proven ability to remain calm and effectively work in high stress situations

Senior Relationship Mgr-asset Based Lending Resume Examples & Samples

The ABL Relationship Manager shall be responsible for the origination, underwriting, credit approval, loan closing and portfolio management of asset based loans
Goals shall include generating a minimum of $500,000 in net interest margin and related loan fees every 12 months with at least $1.5mm of annual such revenue at the end of 36 months from hire date
Adherence to all Renasant Bank and ABL Division specific credit policies and operating procedures
Coordinating with Renasant Bank commercial bankers in the cross-selling of other non-ABL credit products and non-credit banking products and services to the ABL client base, their ownership group and employees
Mentoring less experienced ABL staff members
College degree in Accounting or Finance with at least 10 years of progressive ABL experience in all facets of the business (sales, underwriting and relationship management)
Good decision making, oral communication and leadership skills,
Ability to interface directly with external referral sources, ABL Prospects and Clients, as well as various internal Renasant Bank Departments and personnel
Superior planning, organizing and negotiating skills
Ability to travel as needed within assigned territory

Clinical Business Systems Relationship Mgr Resume Examples & Samples

Responsible for contributing to the overall support of Health Services programs through the support of Clinical Business System core processing system
Work with members of IT and other business areas to research requirements that affect clinical systems
Collaborate with decision makers, systems owners, and end users to define business requirements and clinical system goals
Facilitate and manage workgroups to collect and document technical and clinical business system requirements for projects
Facilitate the communication and understanding of business requirements between business areas and IT
Facilitate portfolio prioritization with Senior Management, Product Owners and Scrum Masters
Understand the overarching business model as well as the intricacies and nuances of the functional business areas
Assist business areas with the development of business cases that effectively illustrate the value of the need
Ensure the best set of business requirements is developed, and implemented for solutions
Integrate processes at a business-area level
Define requirements for management information dashboards
Develop collaborative initiatives that foster business differentiation
Foster a business/IT relationship model that provides business with contact for business initiatives
Bachelor of Science/Arts (BA/BS) degree in Computer Science or Information Systems Management or other related field or equivalent years of relevant work experience is required
Minimum of five (5) years of healthcare experience is required
Minimum of two (2) years of experience developing relationships with key business stakeholders and business leaders is required
Five (5) or more years of business relationship management experience is preferred
Experience with general IT applications and infrastructure environment; CareAdvance, Facets, Onbase, SnapShot, NCentaurus, is required
Intermediate to advanced proficiency with Microsoft Office to include Word and Excel
Ability to develop relationships and ensure the appropriate participation of key client stakeholders
Proven business acumen that leads to positive results
Ability to adapt in a fast-paced environment
Presentation and analytical skills
Ability to develop, prioritize and accomplish goals
Excellent listening and critical thinking skills
Strong problem solving skills with attention to detail
Ability to business and maintaining long-term relationships, coalitions, and networks
Stays abreast of industry trends in business and technology

Middle Market Relationship Mgr Renewable Ener Resume Examples & Samples

Develop new business through active calling on clients and prospects located in the Corporate Banking defined market area
Recommend structure, terms and rate for loans being underwritten
Manage loan closing process to include preparing term sheets and commitment letters as well as communicating with attorneys, appraisers and related professionals
Evaluates risk to meet profitability standards
Perform annual performance reviews along with an effective management plan consisting of goals for staff
Specific focus on renewable energy (primary solar) by attending relevant trade shows and industry association meetings
Primary duties involve new business development and servicing of commercial relationships, with all of their portfolio consisting of commercial loans
Not participating in an Executive/Management Incentive Plan or any other incentive plan
Once in the MRM plan, each MRM must achieve 50% of their individual goals for eligible quarterly payout

Strategic Relationship Mgr Tec Resume Examples & Samples

Identify, engage, and recruit qualified candidates by performing sourcing activities to include, but not limited to: market and Internet research identifying alternate candidate sources, cold calling, executing recruiting calls, referral recruiting, online social networking, attending seminars and local networking events. Determine and implement appropriate recruiting techniques for market, industry, skill set, and region
Evaluate market conditions and ensure candidate inventory population stays at appropriate levels to accommodate anticipated client requirements
Maintain ongoing relationships with candidates not currently on assignment
Qualify candidates by conducting telephone and in-person interviews to obtain work history, education, training, job skills, and salary requirements
Complete appropriate reference checks on candidates to ensure authenticity of stated skills and experience. Coordinate applicable background investigations with administrative staff
Analyze client requirements against qualifications of candidates and match the best candidate with client needs
Package the candidates for presentation to client
Present job opportunities to candidates and negotiate pay rates
Prep and debrief candidates. Provide coaching and advice to candidates throughout the client interview process to include counter offers and job transition
Conduct follow-up activities with candidates to ensure job satisfaction
Supervise and manage candidates on assignment; counsel and discipline candidates; be directly involved in termination decisions
Work closely with Client Relationship associates in activities directly related to candidate quality assurance, retention and extension, lead generation, remarketing, and candidate satisfaction
Develop and execute daily plan
Participate in periodic training to enhance representation of clients in HR management decisions

Commercial Relationship Mgr-tampa Resume Examples & Samples

Expand existing client relationships which generate incremental revenue for the bank
Independently able to structure complex loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank
Negotiate independently with clients on complex loan structure, pricing, and other product/services

Commercial Relationship Mgr Resume Examples & Samples

Manage independently a significant client portfolio for the bank
Independently able to recognize complex client needs and matching the bank's capabilities to meet these needs
Maintain a thorough knowledge of bank's lending policies and regulatory requirements

Citigold Relationship Mgr Palos Verdes Resume Examples & Samples

7+ years financial services experience
Strategic planning skills and proven ability to develop successful sales plans
Demonstrated track record of acquiring and managing portfolio of customers to achieve/exceed challenging sales goals

Citigold Relationship Mgr th & th Resume Examples & Samples

Profile clients to understand banking needs
Deepen client relationships through non-investment product and service solutions
Offer access to Citi professionals to provide enhanced solutions & build a portfolio of enhanced clients
RMAs will be aligned to multiple Relationship Managers
Positive spirit, energetic and enthusiastic
3-5 years in financial services with a strong knowledge of banking and credit products
Demonstrated ability to develop and execute a sales plan
Results-oriented; self-starter

IT Business Relationship Mgr Resume Examples & Samples

Position Global Technology Solutions as a strategic partner driving business growth, cost optimization, risk management, compliance and other organizational outcomes
Build a strong internal network and cultivate close relationships with all key stakeholders
Develop a deep understanding of each business unit’s strategic objectives and operating models
Ensure technology strategy is constantly aligned to the direction of the business
Help develop technology solutions to meet business and client needs
Work with business development teams to win new clients including responding to client bids, developing effective pricing models and pitching technology solutions in competitive situations
Work collaboratively with various technology teams – e.g. infrastructure, applications, security, project managers – and with other BRMs, regionally and globally, to share knowledge and ultimately develop more fit-for-purpose, robust and scaleable solutions
Assist in writing concise and compelling business cases for technology-related solutions
Collaborate on the development of a governance and prioritization framework to ensure investment is directed to the initiatives that will generate the greatest impact for the business, our colleagues and our clients
Stay abreast of technology trends and proactively identify areas for disruption or innovation
Builds and leads a small high performance team
Solid business and financial acumen – preferably within the real estate services industry
Strong interpersonal and networking skills and desire to work and collaborate across functions
Has gravitas and confidence in working with, and reporting to, senior leaders and clients
Strong client service and presentation skills with the ability to translate technical terms into business language concisely and clearly in written and verbal formats
Can prioritize competing requests and maintain constant interaction with relevant parties to ensure expectations are set, met and exceeded upon
Highly tuned analytical, problem-solving, decision making and negotiating skills
Able to effectively deal with conflict and push back when required
Has an intense curiosity and desire to disrupt and challenge the status quo
Natural innovator who keeps up-to-date with relevant trends, can easily identify and learn new technology and tools and thoroughly executes new solutions
Self-starter who looks for opportunities to improve their own skills and others
Proven leadership skills and ability to lead with limited guidance

Senior Relationship Mgr Resume Examples & Samples

Continuously strive to improve the competitiveness of our CPS Financial offering, by enhancing existing products and services, and developing and implementing new products and services for the program
Responsible for all areas of operations, documentation and compliance for the Agency Agreement
Comprehensive knowledge and understanding of Bank commercial products, including the Bank's lending policies, lease/loan structures, fixed vs. floating rate pricing, credit facilities and underwriting
Excellent personal and interpersonal skills to develop and maintain mutually beneficial banking relationships
Very strong communication skills (oral and written)
Excellent analytical and portfolio monitoring skills in order to assess and manage the documentation of transactions

Payments Relationship Mgr Resume Examples & Samples

Perform the onboarding and training of new clients
Review and prepare documentation necessary to performing onboard and training of new clients
Expected to work with clients to improve client education of the program’s features and functionality
Manage client relationships as assigned by your manager to meet expected goals and to ensure client satisfaction
Develop client relationships and service client account as necessary
Work with manager to prepare relationship plans to improve communication and increase adoption of the program with assigned clients
Responsible for client discussions; proper documentation; and compliance and conformance with company policy and regulatory requirements
Works with team and manager to monitor and analyze plan results and account activities
Interface with marketing team to review materials for clients, cardholders, as well as communications to both
Expected to maintain and update procedures, through regular reviews with team members and other functional areas
Accomplishing goals as set forth by manager and business line, by taking and following directions and following through on commitments
Committing to code of ethics and via on-the-job training, formal training, as well as taking the necessary steps to ensure goals are met
Identify business opportunities and solicits referrals from other product or business segment areas
Make the necessary efforts to become a subject matter expert on the programs, features and functionality of the program
Initiates contact with other functional areas, to improve peer relationships and increase program and feature knowledge

Business Banking Relationship Mgr Resume Examples & Samples

Oversee the credit approval, documentation and booking process. The Relationship Manager must have the ability to analyze and evaluate credit requests, write loan commitments, recommend appropriate risk rating and issue declinations
Provides on the job training and serves as a resource to less experienced loan officers in the areas of marketing, new business development, and loan analysis and servicing
Demonstrated capacity to sell products/services within the financial services industry
Advanced understanding of credit underwriting, documentation, loan policy, and regulations
Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
Good PC skills including knowledge of word processing and spreadsheet applications

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