Relationship Specialist Resume Samples

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L Crist

Leif

Crist

692 Grant Village

Detroit

+1 (555) 671 4714

692 Grant Village

Detroit

Phone

p +1 (555) 671 4714

Experience Experience

Philadelphia, PA

Relationship Specialist

Philadelphia, PA

Corkery, Weimann and Fay

Philadelphia, PA

Relationship Specialist

Answering incoming calls by region spanning new applications to claims
Responding to Agent Emails
Build and maintain strong and close relationship with Product, Operations and other partners in the country
Identify new business and cross sell opportunities within the assigned portfolio, mainly for TTS, FX and CPM products, and upload them into CRM. Prepare and send client proposals for TTS product opportunities according to the processes established with Product, and follow up until implementation is completed. Coordinate sales of other products with the respective product areas, promoting deepening campaigns
Perform annual account plan or client review for each assigned client, identifying relationship status and potential to growth
Develop a call plan for the portfolio and ensure its accomplishment, pursuing frequent and proactive interactions with clients
Daily record of all interactions with clients in the corresponding system. Maintain interactions records and portfolio information up to date and complete

Dallas, TX

Business Relationship Specialist

Dallas, TX

Jast and Sons

Dallas, TX

Business Relationship Specialist

Keep the Executive Management team apprised of PR opportunities, and work directly with Management to develop mediums of PR delivery vehicles
Assist in business training, such as products and services, sales techniques, and business relationship management, to Bank employees
Generate new merchant services, treasury management relationships, as well as, provide qualified referrals to the lending and financial groups
Assist in developing specific strategy to introduce new or existing product offerings
Assist in designing, developing and implementing programs such as promotions, trade shows, mailers, and special events
Be part of an onshore team providing project liaison and stakeholder management for the Complexity Reduction team
Establish sales and department/position goals, and assist in implementing sales programs/ incentives

present

Dallas, TX

Customer Relationship Specialist

Dallas, TX

Williamson-Emard

present

Dallas, TX

Customer Relationship Specialist

present

Meeting agreed targets to deliver a balanced performance across customer, company, conduct, colleague and citizenship
The confidence to challenge and improve our current systems and processes
To comply with Quality Assurance Framework thereby protecting Barclays and its reputation evidenced by on-going compliance monitoring
Provides feedback reports on call issues related to downtime and/or training issues
Maximising telephony performance to ensure the operation is as efficient as possible
Outcome: Following your interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome
Providing excellent customer service in line with the strategy of Go-To Mortgage business

Education Education

Bachelor’s Degree in Business Administration

James Madison University

Bachelor’s Degree in Business Administration

Skills Skills

Comfortable forming strong and lasting relationships with customers over the phone
Strong attention to detail
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
Strong product knowledge of all bank and TFSG products and service
Strong product knowledge of all bank and TFSG products and services
Ability to work independently and make intelligent decisions using sound judgment
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
Excellent oral and written communication skills
Ability to handle ambiguity and adapt to changing circumstances
Excellent member service skills

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14 Relationship Specialist resume templates

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Account Relationship Specialist Resume Examples & Samples

Grow revenues from current customers through needs-based presentations focusing on audience aggregation. Make presentations via phone, fax and email when possible. Schedule in person meetings for the Field Sales rep when face to face contact is necessary. Achieve territory growth objectives in each of the core products
Build relationships with former and potential customers through informative needs-based presentations focusing on audience aggregation. Achieve territory growth objectives in each of the core products
Develop an in depth knowledge of our clientele. Utilize the information to ensure campaigns are up to date based on the client’s aggregated audience needs. Ensure that ongoing advertising programs are accurately maintained, timely, complete, creative and driving results, which in turn will reduce churn. Service current accounts via phone, fax and email
Update sales planners, schedule appointments and flash revenues for assigned territories

Account Relationship Specialist Resume Examples & Samples

High school diploma, General Equivalency Diploma (GED) or equivalent is required
College degree in Advertising or Marketing or at least two years relevant sales experience preferred
Previous media sales experience preferred
Excellent grammar and spelling abilities, accuracy, attention to detail, customer/client relations, organization and time management, problem solving, communication
Typing, computer experience including Word, Excel, and general knowledge of database computer programs. Telephone skills. Internet research capabilities
Must work well under pressure and deadline driven environment
Strong reading comprehension, written and verbal communication skills
Must demonstrate tenacity in developing new advertising accounts and contracts with high closure rate

Commercial Client Services Relationship Specialist Resume Examples & Samples

Maintains relationships with clients by resolving a variety of basic operational problems, usually related to specific transactions and standard products and services
Two- three years banking or financial institution and customer service experience
Basic knowledge of branch depository and account maintenance functions
Basic knowledge and understanding of technical, PC-based cash management products
Basic knowledge of treasury management products, wholesale operations, credit servicing and documentation is required
Research and analysis
Desktop PC applications use

Commercial Relationship Specialist Resume Examples & Samples

Scan executed loan documentation, financial information, deposit documentation and create/maintain electronic files for commercial customers & prospects on local network
Work closely with Treasury and the Commercial Officer regarding depository products for customers (gather documents necessary to open, all on-going maintenance, & close accounts; work with legal for approval, submit pre-approval on new commercial customers; complete StartRight on the business entity and each signer for every new account along with completing all other due diligence - also required when adding signers to existing accounts; prepare all deposit account opening documents, provide customer disclosures; initiate account hosting with Kansas City; research)
Provide administrative support for Commercial Officer (travel, expense reports, sales call entries in ClientLink)
Provide back up for other officers and other support positions
Demonstrates good interpersonal skills and ability to work well with others
Demonstrates knowledge and understanding of corporate organizational documentation

CCS Relationship Specialist Senior Resume Examples & Samples

Serves as a working supervisor when needed. Assists other specialists in the resolution of customer service inquiries and problems prior to escalating them. May be called upon to monitor, train and coach others
Adheres to Bank’s security and audit procedures as well as industry rules and regulations.Exercises absolute integrity in all dealings with internal and external customers
Assists with special projects as assigned
Bachelor Degree, preferred
Associates Degree or equivalent combination of education and experience
Five plus years bank experience customer service experience and cash management
Experience servicing high-value relationships or corporate relationships a plus

CCS Relationship Specialist Resume Examples & Samples

Acts as a primary contact for “assigned customers” for depository and cash management products services and Credit Services
Performs re-pricing responsibilities for loans tied to variable rates
Adheres to Bank’s security and audit procedures as well as industry rules and regulations. Exercises absolute integrity in all dealings with internal and external customers
Assists other specialist in the resolution of customer service inquiries and problems prior to escalating them
Bachelors Degree, preferred
Detailed knowledge of branch depository and account maintenance functions
Detailed knowledge and understanding of technical, PC-based cash management products
Detailed knowledge of treasury management products, wholesale operations, credit servicing and documentation is required

Provider Relationship Specialist Resume Examples & Samples

10+ years of experience in a Healthcare setting (health plan, hospital, physician practice, or managed care organization)
Bachelor's Degree in Health Administration or any other related field from an accredited college
Previous Performance / Quality Improvement experience
Provider Office Management experience
Operations Consulting experience
Data Analysis and Informatics experience

Service Delivery Relationship Specialist Resume Examples & Samples

To be the region’s first point of contact and primary interface for the partners and stakeholders with regards to the GCSC service and changes. This includes, but is not exhaustive of, Product Management, L2, L3, Production Assurance, GIDA, CATE
Oversee client escalations from the GCSC and 3rd party field, L2 and expert support teams
Oversee training of third party staff navigating Citi systems/processes in order to be operational and compliant
Interact with respective colleagues across regions and integration team to manage the vendor consistently across the globe and throughout the organisation. Ensuring upcoming changes are communicated effectively and impact understood
Responsible for day to day management of the partner focusing on Daily/Weekly SLA adherence and taking action to address breaches to ensure that incident response times are met or exceeded
Lead and contribute to operational tasks related to transition and transformation
Implement solutions most effective to meet our customer's needs, to deliver the services they require and to improve our products and services to them
Responsible for the budgeting, expenses and cost allocation of the business to ensure it meets the expense expectation of the Management and client
Manage staff augmentation contracts and ensure they work seamlessly with the outsource vendor
Apply broad and comprehensive understanding in multiple functional areas as well as underlying business principles
Understands how own function integrates within the overall organization to contribute to achieving business objectives; requires a good working knowledge of the industry
Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations; draws on diverse range of internal and external sources
Liaise with senior leaders of the business areas providing guidance and solutions; identifying enhancements pro-actively with a view to improving day-to-day productivity of the external vendor
Take ownership of all GCSC related projects. Responsible for compliance and regulatory controls for all security administration and process within the desktop environment
Must have experience leading and developing teams that support operations
Experience working with vendors management and service level management
Proven history of managing change and implementing complex initiatives within a call centre or back-office production environment
Service Desk Experience
Experience working within teams and with multiple cross-functional and cross-organizational groups
Working knowledge of the ITIL framework
Working knowledge of business and technical environments
Proactive and passionate about enhancing the end-user experience
Ability to influence others is key to successfully promoting change
Ability to work with people across all levels of the organization (from customer service agents to senior management)
Contract negotiation skills
Vendor and outsource service level management skill
Analytics and Communications skills
High level of technical ability, investigation and problem solving
Ability to matrix manage vendors
Excellent customer service orientation, interpersonal skills are a must
Must have strong project management skills and attention to detail
Key core competencies in all EUS products
Ability to work across functions and reporting lines to drive and achieve results

Preferred Relationship Specialist Resume Examples & Samples

Minimum 1 year Customer service experience in any industry
Outstanding communication skills and interpersonal agility
Detail orientated and adaptable to change
Comfort in a fast paced work environment
Dependable, results driven and achievement focused
Open to providing and receiving coaching
Technical aptitude or strong ability to navigate a computer and PC knowledge
Contact center experience
Banking experience
Sales skills

CCS Relationship Specialist Resume Examples & Samples

Acts as a primary contact for “assigned customers” for depository, loan payments, cash management products and services
Provides support with new account openings, loan payment information, documentation, maintenance, ordering supplies, update customer profile, complete various forms to link the accounts to existing products and services
Provides credit Servicing support including: client credit availability, re-pricings, advances, and paydowns
Maintains current knowledge of products and systems related to deposit and cash management products and services
Basic knowledge on back office operational processes related to all cash management products and services preferable

Senior Commercial Relationship Specialist Resume Examples & Samples

Assist with servicing portfolio by ensuring excellent client relations & proper servicing of account(s)
Handle the ongoing maintenance for the loan (advance & payment requests; track & prepare tickets/forms for loan payments, fees, attorney fees; research loans; order appraisals & environmental reports; work with 3rd party vendors; gather financial information, order spreads & loan write-ups; assists with tracking & collection of past due loan payments; pull monthly loan reports; prepare monthly loan summary report for management; actively work to resolve/clear all financial & collateral exceptions; overdrafts; on-line commercial deposit transfers)
Process No-Pin wires with approval of Commercial Officer and customers; prepare necessary forms; obtain signatures & conduct all follow-up for branch compliance
Work closely with other lines of business in the location/region (Treasury etc.) regarding depository products for customers (gather documents necessary to open, all on-going maintenance, & close accounts; work with legal for approval, submit pre-approval on new commercial customers; complete StartRight on the business entity and each signer for every new account along with completing all other due diligence - also required when adding signers to existing accounts; prepare all deposit account opening documents, provide customer disclosures; initiate account hosting with KC; research)
Provide support for location/region with travel arrangements, expense reports, sales call entries in ClientLink
Demonstrates general knowledge of Microsoft Office Products (Excel, Word)
Demonstrates good verbal and written communication skills
Demonstrates ability to multi-task and prioritize conflicting demands
Demonstrates knowledge and understanding of loan documentation
Demonstrates good understanding of Article 9
Demonstrates good understanding of regulatory compliance
Demonstrates a level of understanding of credit underwriting

Relationship Specialist Resume Examples & Samples

At least 2 years of sales and service experience in a business that is customer relationship driven
Experience assessing needs, identifying, and recommending services or solutions
Knowledge of banking (credit and deposit) products and services desired
Demonstrates empathy and a sense of ownership, actively striving to make another’s experience better
Results oriented with proven track record of outstanding ability to motivate self to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
Proven fast paced multitasking while delivering a seamless experience to the customer

Account Relationship Specialist Resume Examples & Samples

Servicing, supporting and performing day-to-day maintenance of customer accounts
Building world class customer relationships via phone
Identifying, qualifying and presenting up sell opportunities to customers
Collaborating with Account Executives on client business needs/potential client opportunities and new products/programs to better serve the client
Working closely with customers and Account Executives to facilitate proposals, correspondence, and resolution of customer’s issues
Development an understanding of Gannett’s Media’s product offerings and internal systems
Able to articulate value of company offerings to clients

Account Relationship Specialist Resume Examples & Samples

Achieves monthly and annual revenue goals through inside sales and service of customers in assigned territory or segment in collaboration with Account Executives on assigned team
Develops new business and grows existing business by using a variety of sales programs and audience solutions
Acts in a trust advisory role for customers and Account Executive(s) in regard to overall media programs
Provides superior sales and service in all areas as liaison between the advertiser and the Media Network of Central Ohio

Relationship Specialist Team Lead Resume Examples & Samples

Advanced knowledge commercial credit and commercial loan and deposit products
Must be to handle multiple tasks under tight time constraints
8 + years in financial services, 3 years experience in managing and leading teams, 3 years experience managing a production environment, 7 years experience in credit operations, loan consultation or administration, 7 years experience in the execution of legal documentation and associated processes

Preferred Relationship Specialist Resume Examples & Samples

Experience handling difficult situations with customers
Outstanding communication skills and interpersonal agility with diverse customers
Dependable, results-driven and achievement-focused
Strong critical-thinking, logic and problem-solving skills along with strong reading and comprehension skills
Detail-oriented and adaptable to change while receiving regular feedback
Comfortable in a fast-paced work environment while continuously learning on the job
Experience in the Banking/Financial industry
Experience with offering other products and services
Ability to respond with empathy while working through complex situations

Relationship Specialist Resume Examples & Samples

3 years Commercial banking support experience
Commercial Credit and Commercial Loan and products experience
Must be able to work in a team environment
5 years in credit operations, loan consultation or administration; 5 years experience with Microsoft Office Products and related banking systems
Previous commercial lending and loan closing experience

Institutional Services Relationship Specialist Resume Examples & Samples

Responsible for retention and client satisfaction/loyalty by excellence in proactive service for assigned clients
Basic understanding of Fifth Third's services and is able to promote those services to key
Has a minimum of 3 years of experience in the financial services industry, preferable in ERISA,

Business Relationship Specialist Resume Examples & Samples

Processes a variety of customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments
Opens and performs account maintenance on certificate of deposit, consumer and business accounts; assists with courtesy and collection calls as needed; offers assistance to less knowledgeable Bank staff when necessary
Proactively seeks ways to develop and expand business relationships through marketing displays, call programs, and other prospecting techniques
Achieves personal sales and referral goals by identifying, marketing, and cross-selling business banking products and services beneficial to commercial customer needs
Generate new merchant services, treasury management relationships, as well as, provide qualified referrals to the lending and financial groups
Address business banking inquiries through email and/or phone from Branches, including but not limited to, business documentation, business accounts, merchant services, treasury management services, as well as any future products and services offered to enhance
Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint), and knowledge of, or the ability to quickly learn, banking software applications (Mozart, Teller Plus, Bancline)
Ability to work flexible or extended working hours to meet business needs; demonstrated good attendance and punctuality
Outstanding listening and communications skills, both written and verbal
Knowledge of or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, and effective marketing and sales practices
Self-motivated, goal oriented, team player with strong interpersonal skills and business sales aptitude
Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer
5 or more years of customer service or sales experience

Business Relationship Specialist Resume Examples & Samples

Participate in sales and customer service planning, and in setting sales and customer service policies and procedures
Utilize Frontrunner (CRM) to organize prospects and clients and call reports
Adhere to consistent ongoing contact with prospects and clients via phone, email and personal communication, and strive to know each prospect or client better than or as well as that prospect or clients employees
Develop high quality and professional proposals for prospects and clients
Strive to turn proposals within 24 hours of having all details to complete
Review all proposals with prospects or clients when presenting, and use PowerPoint slide proposals whenever possible
Identify and develop relationships with key decision makers for buying the firm’s products and services
Conduct strategic prospecting and qualifying on a requested basis
Keep leadership informed and up to date on the status of the five highest priority projects
Assist whenever possible with sales office tools, in establishing sales territories, and in defining accountability
Establish sales and department/position goals, and assist in implementing sales programs/ incentives
Follow sales reporting and forecasting procedures for appropriate product and service lines
Assist in developing specific strategy to introduce new or existing product offerings
Assist in designing, developing and implementing programs such as promotions, trade shows, mailers, and special events
Keep the Executive Management team apprised of PR opportunities, and work directly with Management to develop mediums of PR delivery vehicles
Bachelor’s degree or equivalent experience required; Business major and/or graduate degree preferred
Minimum of 2 years of demonstrated success in sales required
Previous experience in a professional services firm preferred
Demonstrated success in selling professional services to businesses and excellent knowledge of the geographical market
Strong C-suite and professional presence
Understands the business issues associated with accounting and/or professional services, and strong ability to uncover needs and develop solutions to client issues
Ability to build and refine proposals to elicit true value of firm and principles
Ability to establish and cultivate long-term effective relationships with key internal and external relationships
Ability to work independently to develop leads and work in teams to sell our services
Proficient with Microsoft Office applications, SharePoint and CRM software

Commercial Client Services Relationship Specialist Resume Examples & Samples

Maintains current knowledge of products and systems related to deposit, cash management products services and credit services
Three to four years bank experience customer service experience and cash management
Detailed knowledge on back office operational processes related to all cash management products and services preferable

Commercial Banking Relationship Specialist Resume Examples & Samples

Bachelor’s Degree, or equivalent work experience
5 years Commercial banking support experience
5 years client service experience
Intermediate Commercial Credit and Commercial Loan and products experience
Knowledge of loan and retail systems
Highly organized with excellent communication and organizational skills
Must have the ability to handle multiple tasks under tight time constraints. Must be able to work in a team environment

Commercial Banking Relationship Specialist Resume Examples & Samples

7 years Commercial banking support experience
7 years client service experience
Expert Commercial Credit and Commercial Loan and products experience
Experience with loan and retail systems
Must have the ability to handle multiple tasks under tight time constraints
Proficiency with SalesForce, Channel Link, Compass, Blue zone, Pion strongly preferred
The ability to multi-task and prioritize in a fast paced environment

Relationship Specialist Resume Examples & Samples

Perform annual account plan or client review for each assigned client, identifying relationship status and potential to growth
Develop a call plan for the portfolio and ensure its accomplishment, pursuing frequent and proactive interactions with clients
Daily record of all interactions with clients in the corresponding system. Maintain interactions records and portfolio information up to date and complete
Identify new business and cross sell opportunities within the assigned portfolio, mainly for TTS, FX and CPM products, and upload them into CRM. Prepare and send client proposals for TTS product opportunities according to the processes established with Product, and follow up until implementation is completed. Coordinate sales of other products with the respective product areas, promoting deepening campaigns
Revenue and drivers monitoring and ensure they are correctly mapping among CIW. Prepare monthly portfolio review
Ensure revenue and drivers goals accomplishment
Ensure productivity, service and client satisfaction indicators are above the minimum defined standard
Build and maintain strong and close relationship with country, regional and global GSG teams in order to learn and execute the regional and global strategy for the clients
Build and maintain strong and close relationship with Product, Operations and other partners in the country
Ensure client’s documentation and information is up to date and complete according to the Bank and regulatory requirements. Follow up on documentary exceptions until they are regularized
Ensure full accomplishment of all risk, compliance and control policies and procedures for the assigned portfolio and the unit (i.e. KYCs, AML alerts, EUDD, COB, MCA, etc)
Promote cooperation and a permanent team work environment within the Desk, and serve as back up for other relationship officers within the unit
Attend training and learning opportunities to remain current and up to date on products, markets and regulatory issues
Maintain country manual up to date serving as reference for new Relationship Officers or back-ups

Commercial Relationship Specialist Manager Resume Examples & Samples

Coordinate and monitor assigned programs and projects to establish goals and objectives, track effectiveness and ensure compliance with applicable state and federal laws as well as company policies and procedures
Demonstrates advanced proficiency in computer skills, including Microsoft Office products
Demonstrates strong attention to detail and the ability to work collaboratively, as well as independently
Demonstrates excellent communication (verbal and written) skills
Demonstrates commitment to team development and professional growth of the assigned associates
Knowledge and understanding of UMB¿s loan systems i.e. HOGAN, Shaw and Client Link

Relationship Specialist Resume Examples & Samples

Minimum of 1 to 2 years of work experience in banking or financial services
Work experience in client management and/or sales
Basic knowledge of financial statement analysis and financial math
Some knowledge of banking products (TTS, FX, CPM)
Knowledge of internal systems desirable
English 100%
Strong computer skills with experience of working in Windows environment (Excel, Word, Power Point)
Analytical and strong ability with numbers
Discipline, organization and ability to manage own time
Highly accurate worker with high level of attention to details
Responsible, committed and self motivated
Results and client’s service oriented
Very strong interpersonal skills, required to work in a highly demanding team work environment. Be a complete “team-player”
Excellent communication and sales skills
Ability to manage and solve problems

DLS Relationship Specialist Resume Examples & Samples

Works independently to resolve customer service related problems identified by DLS supervisory staff, CLS and/or sales representatives
Works with DLS, credit, marketing and CPS to identify and resolve customer problems
Works with DLS supervisory staff to identify and resolve customer service issues
Manages relationship with dealers and sales staff
Provides complete documentation for resolution of problems, including letters to dealers or customers when necessary
Closes work orders within established turnaround times
Identifies and reports DLS customer service related issues to supervisor and DLS manager
Prepares and maintains reports regarding DRR activity on a daily, weekly and monthly basis
Ensures quality customer service by escalating issues identified as potential risk to the bank
Maintains knowledge of all DLS processes and dealer program guidelines. 1
Ascertains, resolves and/or escalates problems that may affect the bank's ability to disburse proceeds to dealer. 1
Communicates with dealer regarding credit package documentation problems and provides assistance in resolving problems. 1
Provides high level of quality customer service to both internal and external customers. 1
Ensures adherence to Regulation Z, Regulation B, Regulation M and Fair Credit Reporting Act. 1

Commercial Banking Relationship Specialist Team Lead-raleigh Resume Examples & Samples

Bachelors Degree, or equivalent work experience
Strong oral, written communication and organizational skills
Ability to interact with clients, third party vendors and internal teammates in a professional manner
10 + years in financial services, 5 years experience in managing and leading teams, 5 years experience managing a production environment, 10 years experience in credit operations, loan consultation or administration, 10 years experience in the execution of legal documentation and associated processes
Prior experience leading a diverse team over a broad geography
Treasury operations knowledge
Knowledge and mastery of AML and strong risk & compliance experience

Relationship Specialist Resume Examples & Samples

Performs day-to-day activities that ensure effective account management of Premier collection accounts
Communicates via phone conversations, email, fax and letters with customers concerning statuses of invoice payments
Establishes strong working relationships with field team to support collections efforts
Works with customers in a proactive manner to resolve discrepancies
Reconciles account statuses using current and historical invoicing and payment activity analysis
Liaison with cash operations regarding cash application to research and reconcile misapplied payments
Resolves all overdue account balances and unassigned cash and payment discrepancies through research, communication and follow up with customers or field operations
Monitors changes in customer’s financial status and payment patterns
Intellectually curious about our business, our customers and focused on finding the best solutions
Professional and Energetic when dealing with customers; leaving them with a positive experience/impression of CIT

Senior Customer Relationship Specialist Resume Examples & Samples

Assist Sales Managers with developing market plans, sales plans, forecasts, surveys and new marketing strategies for aftermarket propulsion products
Support bid and proposal preparation and enter bids and customer orders in SAP
Develop and maintain an in-depth knowledge of the customer’s organization and stakeholders
Determine market trends and help develop sales and pricing strategies to generate competitive market prices
Establish and maintain customer interfaces to promote, monitor, and maintain a high level of customer satisfaction
Anticipate and satisfy the customer’s needs, while operating within established policies, procedures and commercial guidelines
Monitor, collect, forecast, and report financial data related to order intake, sales, and accounts receivable (A/R)
Develop opportunities for value-add within the aftermarket sales team
You possess a Bachelor’s degree in Business Administration, Marketing, Engineering or related discipline
You possess three (3) to five (5) years of experience in a sales or marketing environment, preferably within manufacturing/transportation/engineering industries
Proficiency with SAP will be considered a strong asset
You demonstrate a high degree of proficiency in Microsoft Office and other internet applications
You have the ability to manage large amounts of information
You can operate independently while establishing strong working relationships with co-workers and cross-functional teams
You possess a background in understanding and implementing customer requirements
You possess strong organizational and prioritization skills
You demonstrate strong written and verbal English communication skills

Project & Relationship Specialist Resume Examples & Samples

Meet with application owners, application developers and analysts, coding staff and the like to determine business needs and functionalities desired for new or revised application
Plan course of project, including milestones, resources needed in the form of staff hours, budget, use of technology and tools and document in project plan, following established project management methodology
Track course of project from meetings, conferring with developers, and receiving reports. Update project plan as needed. Document changes to scope or functionalities with change ticket, project plan, or other format
Assess conformity of development process to accepted methodology and communicate to responsible managers or staff. Document exceptions or deviations as needed. Convene meetings and plan agenda to ensure important issues are aired and resolved
Report on progress of project, use of staff, $ expenditures, progress on milestones and the like to application owners
Provide guidance to appropriate project staff; may provide technical input, and input to their managers regarding performance and technical skills
1+ years of related experience
Experience with Fannie Mae tools, services and applications
Working knowledge of the primary and secondary markets
Mortgage origination technology knowledge
Strong analytical skills for business process and technology assessment and opportunity
Experience utilizing business intelligence tools, such as Tableau, Business Objects and advanced Excel functions
Demonstrated ability to educate, coach, and inform stakeholders on complex business issues and competencies
Strong influencing skills and the ability to proactively engage with audiences at all levels, including senior level executives, to identify insights, best practices, and business opportunity
Excellent interpersonal skills and the ability to effectively communicate, both verbally and in writing, with all levels of management and customers
Proficiency in the Microsoft Office suite of products: PowerPoint, Excel, Project, SharePoint, Dynamics

Business Relationship Specialist Resume Examples & Samples

Be part of an onshore team providing project liaison and stakeholder management for the Complexity Reduction team
Liaise with Front Office (FO), Market Risk Management (MRM) and Global Financial Services (GFS) stakeholders to achieve reduction on the number of Models we use in the various Valuation Platforms
Liaise with FO, MRM and GFS stakeholders to achieve standardisation of Market Data we use across the various Valuation Platforms
Explore opportunities where we can reduce the number of dependencies in Product Control stack
Perform necessary impact analysis and communicate to relevant stakeholders
A Degree in Mathematics, Engineering, IT, Economics, Finance/ Accountancy/ Banking, or equivalent
Accountancy Qualification – desirable but not essential
Required skill(s): accounting and financial analysis, reporting, profit and loss, cost reconciliation, management information system, Risk Management
Computer-literate and skilled in MS Office applications (with particular emphasis on Excel)
Relevant experience in a P&L & Risk environment
Experienced in the financial services industry with strengths including the ability to review and analyse daily economic movements of Equities, FX, Rates & Credit derivatives and other financial instruments based on the current market news for accurate reporting
Passionate about financial markets and product innovation
A dynamic person who uses your own initiative
Be able to build & maintain strong relationships with the Trading desk and on-shore partners
Flexibility regarding problem solving
Team player, able to work in virtual global teams and in a matrix organisation

Premier Relationship Specialist Resume Examples & Samples

Relationship building with our vendors so as to ensure a win/win for CIT and our vendor
Resolve CIT and vendor concerns in all areas of the relationship
Proficiently document and communicate delinquency issues to Management
Prepare ad hoc reports requested by Management or Vendor using Excel and Access
Develop and implement individualized effective relationship strategies
Understand internal processes including CIT systems, policies and procedures to ensure servicing related issues are handled in an accurate and timely manner
Participate in pre and post audits of various vendors via phone or in person
Performs day-to-day activities that ensure effective account management of collection accounts
Communicates via phone conversations, email, fax and letters with customers concerning status of invoice payments
Performs reconciliations for accounts to maintain accuracy
Interfaces with Sales, Operations and Finance departments to resolve billing, collection and credit issues
Reconciles account status using current and historical invoicing and payment activity analysis
Liaison with cash operations regarding cash application specialist to research and reconciles misapplied or payment issues
Resolves all overdue account balances, unassigned cash and payment discrepancies through research, communication and follow up with clients or field operations
Monitors changes in customer financial status and payment patterns
Audits and maintains customer accounts to make sure terms are accurate and customer profiles have current information
1-3 years inside sales, customer support or customer service
Committed, Smart and Problem Solver
Intellectually curious about our business, our clients and focused on finding the best solutions
Excellent negotiation skills - Sales or Customer Service experience preferred
Comfortable forming strong and lasting relationships with clients over the phone
Professional and Energetic when dealing with clients; leaving them with a positive experience/impression of CIT
Prioritize work and quickly evaluate a situation to find the best solution for client and CIT

Preferred Relationship Specialist Deposits Resume Examples & Samples

Ability to work within the operating hours and days for this position as outlined in the posted job requisition
At least an intermediate ability in computer skills
Ability to engage with customers, begin a conversation, build rapport, and handle objections
Ability to analyze and resolve customer inquiries
Ability to provide a positive customer experience through creative solutions
Ability to work weekends, either rotating or set days as outlined in the job requisition
Ability to work evenings, either rotating or set days as outlined in the job requisition
A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures

Faculty Relationship Specialist Resume Examples & Samples

Embody successful approaches for relationship management
Act as primary interface between 2U, faculty, and program ops
Develop strategies and methodologies to proactively check in with faculty in assigned programs
Translate program priorities into actionable themes that will inform faculty training and support interactions
Collaborate with teams such as Live Classroom Support, Solution Center, PES Tech, and Content
Adapt to changing business requirements and set appropriate goals to achieve service excellence
Identify faculty trends within partner programs and develop solutions to improve interactions
Be a model change agent, challenge the status quo, and bring creative solutions
Manage and support GM, Ops, and Student Support in assigned programs
Report and analyze big data metrics
Set up faculty technical accounts and permissions
Devote time for queue coverage (inbound calls and emails)
Provide exceptional service and support to faculty and students with technical issues in the Learning Management System (LMS), Adobe Connect, and other technology platforms
Lead enrichment webinars on the Adobe Platform
Familiarity with online learning technology
Ability to adjust to a flexible work day schedule, including evening and/or weekend hours
Enthusiasm and the ability to thrive in an atmosphere of constant change
Ability to work and contribute in a team environment

Customer Relationship Specialist Resume Examples & Samples

Qualifications for this position include
Excellent verbal and written skills and a strong commitment to providing exceptional customer service
Proficient PC and keyboarding skills with ability to multi-task between multiple computer applications

Senior Customer Relationship Specialist Resume Examples & Samples

Must have 5+ years of call center and/or financial services experience OR must have 3+ years of call center and/or financial services experience and 1 or more of the following FINRA registrations (Series 7, 6, 63, or 66)
Previous customer service experience
Outstanding active listening skills and the ability to engage customers to determine their unique financial needs and preferences

Relationship Specialist Resume Examples & Samples

The RS primarily interacts with clients and/or business partners via phone or email and acts in a reactive capacity based on client requests
Implements/Initiates changes within internal systems as directed by client facing teams. Working knowledge of product implementation and impacts
Executes assigned work within set timing standards in support of persistency and client satisfaction
The RS works with internal and external business partners to resolve client issues
May participate with client facing team in difficult conversations with clients, intermediaries, and internal business partners
Actively participates in all types of settings including team meeting and Town Hall sessions with the senior leadership team
With the support of manager or client facing member, prioritizes work based on sensitivity of client relationship
Contributes to change, new ideas and perspectives
Reacts to changes in a positive manner
Works on projects as assigned
Minimum of 2 years of financial services, retirement service or similar industry experience
2+ years customer service experience and project/time management
Basic knowledge of the retirement and competitive environment
Strong organizational and verbal/written communication skills are essential
Ability to multi task and effectively prioritize is a must
Experience in processing transactions is a must
Qualified candidate must demonstrate strong project management skills and ability to work both independently and as part of a team
Knowledge of Microsoft Office software is a required
Intermediate to advanced Excel skills are preferred
Creative problem solving ability

Senior CW Relationship Specialist Resume Examples & Samples

)Provide excellent customer service and act as the liaison between the manager and suppliers to successfully manage all steps in the requisition fulfillment process. Hold weekly calls with suppliers to discuss open requisitions. Work closely with business areas to gain a deep understanding of contingent labor needs and job requirements
)Supplier and Internal Relationship Management Support – Day to day issue resolution which may include contractor performance, payment / timesheets, or contractor rates
)Reporting and Analytics Support – Assist Sourcing’s metrics team with reporting and analytics in the development of supplier scorecards and other SLA tracking. Assists with supplier assessment efforts and updates as needed
BA/BS Degree in related field
5-10 years’ experience in Staffing/recruiting of contingent labor or MSP experience required
Requires understanding of technology needs and positions in the financial services industry
TIAA or financial services recruiting knowledge required
Knowledge of legal and regulatory guidelines, co-employment and issue resolutions with CWs
Knowledge, experience and/or business acumen in the areas of staffing, HR and/or contingent workforce, specifically MSP programs required
Proven leadership ability
Excellent problem solver and critical thinker
Understanding of sourcing and CW program processes and procedures for a large program (6,000 CWs) required. Knowledge and understanding of TIAA’s sourcing policies and procedures preferred
Familiarity with vendor management systems and/or services procurement systems required. Experience with PeopleSoft sPro preferred

Senior CW Relationship Specialist Resume Examples & Samples

) Job Requisition Fulfillment - Support the day to day requisition fulfillment process for TIAA’s CW needs with Hiring Managers, including: Prioritize and validate incoming job requisitions; distribute requisitions to appropriate suppliers in accordance with the Sourcing preferred supplier programs; review and shortlist resumes, coordinates interviews, etc. Delivers status updates to managers throughout the entire process
) Provide excellent customer service and act as the liaison between the manager and suppliers to successfully manage all steps in the requisition fulfillment process. Hold weekly calls with suppliers to discuss open requisitions. Work closely with business areas to gain a deep understanding of contingent labor needs and job requirements
) Supplier and Internal Relationship Management Support - Day to day issue resolution which may include contractor performance, payment / timesheets, or contractor rates
) Reporting and Analytics Support – Assist Sourcing’s metrics team with reporting and analytics in the development of supplier scorecards and other SLA tracking. Assists with supplier assessment efforts and updates as needed
5-10 years' experience in Staffing/recruiting of contingent labor or MSP experience required

CW Relationship Specialist Resume Examples & Samples

)Job Requisition Fulfillment – Support the day to day requisition fulfillment process for TIAA’s CW needs with Hiring Managers, including: Prioritize and validate incoming job requisitions; distribute requisitions to appropriate suppliers in accordance with the Sourcing preferred supplier programs; review and shortlist resumes, coordinates interviews, etc. Delivers status updates to managers throughout the entire process
)Provide excellent customer service and act as the liaison between the manager and suppliers to successfully manage all steps in the requisition fulfillment process. Work closely with business areas to gain a deep understanding of contingent labor needs and job requirements
)Provides policy, process and technology training to suppliers, managers and CWs on a regular basis to ensure understanding and compliance
BA/BS Degree in Communications, Human Resources, Business or Marketing
Excellent written and verbal communication
Rational thought processor, exercise sound judgment and independent decision maker
Excellent problem solver and critical thinker
Strong computer skills. Ability to quickly learn new systems
Ability to interact and communicate with all levels of staff and management is required

CW Relationship Specialist Resume Examples & Samples

) Provide excellent customer service and act as the liaison between the manager and suppliers to successfully manage all steps in the requisition fulfillment process. Work closely with business areas to gain a deep understanding of contingent labor needs and job requirements
) Provides policy, process and technology training to suppliers, managers and CWs on a regular basis to ensure understanding and compliance
BA/BS Degree in Communications, Human Resources, Business or Marketing
Rational thought processor, exercise sound judgment and independent decision maker
Strong computer skills. Ability to quickly learn new systems
Ability to interact and communicate with all levels of staff and management is required

Employer Relationship Specialist Resume Examples & Samples

Being the lead and supporting the on-boarding of new Employers Plans for KiwiSaver & NZRT, which includes being the advocate and trainer for AMP systems e.g. Employer central
Providing a great customer experience & being an escalation point for existing Employers, which in hand deepens the relationship & supports the retention of existing employer's plans
Training and upskilling the employers staff (e.g. HR and payroll) to provide a better experience for their employees
Own and resolving queries, issues or complaints in relation the administration of the KiwiSaver & NZRT employer plans and their members within SLA
Reviewing and maintaining employer plan documentation, forms and processes as change is required
Completing any compliance obligations to support these plans to continue to operate
A solid understanding or experience of the financial services industry and regulation
Strong proven analytical and financial skills and the ability to think laterally and strategically
High level of business acumen with demonstrated business planning skills
Current understanding of corporate governance, reporting, regulatory and legislative issues
Persuasive and adaptive negotiating and influencing skills
Proven networking and relationship building skills. An energiser of peers
Proven team member with excellent and adaptive partnering skills. Team oriented but capable of independence and autonomy within the role

Relationship Specialist Resume Examples & Samples

The RS primarily interacts with participants/ clients and/or business partners via phone or email and acts in a reactive capacity based on applicable requests
Initiates changes/corrections and/or may execute complex processing for clients within internal systems as directed by client facing teams
Working knowledge of the retirement and particularly within Non-Qualified environment
Proven track record of dealing with complex issues. The RS works with internal and external business partners to resolve client/participant issues
Actively participates in all types of settings including team meeting and Town Hall sessions with the Senior Leader Team
Acts in a pro-active capacity and identifies trends with day to day account management
College Degree Preferred. Equivalent work experience will be considered
Minimum of 2 years of financial service, retirement service or similar industry experience
Ability to work under limited supervision as leadership may be in a remote location

Customer Relationship Specialist Resume Examples & Samples

Talks to customers over the phone, email, online chat or social media to resolve their questions or concerns
Maintains and updates customer information as necessary
Calmly attempts to resolve and de-escalate any issues
Escalates calls to supervisor when necessary and appropriate
Responds to requests for assistance and/or possible processing of credit card authorizations
Tracks call-related information for auditing and reporting purposes
Provides feedback reports on call issues related to downtime and/or training issues
Upsells to customers as necessary
High School Diploma or GED required; college degree preferred
Customer service experience a plus
Phone-related customer service a major plus
Familiarity with Microsoft Windows, Word, and Excel applications
Stellar customer service skills – and an overwhelming desire to make lives better, one interaction at a time
Ability to use phone and computer systems
Strong listening/comprehension skills
Ability to stay composed and objective
Conversational, patient and confident, with a positive attitude

Customer Relationship Specialist Resume Examples & Samples

College degree preferred and/or minimum 3 years office experience
Knowledge of Microsoft Office required
Computer knowledge required: Windows, Outlook
Strong problem solving, communication and customer service skills required
Ability to work independently in a fast paced and changing environment
Ability to facilitate and lead projects

Relationship Specialist Resume Examples & Samples

Answering incoming calls by region spanning new applications to claims
Responding to Agent Emails
New business processing support

OEM Relationship Specialist Resume Examples & Samples

Develop a clear strategy for targeted CPV OEMs and lead implementation of the Strategic Account Plan (see Item 2) ensuring all Afton internal stakeholders are engaged
For new opportunities, lead the project from inception through validation and commercialization
For existing OEM first fill business
10+ years relevant work experience
7+ years’ experience in the petrochemical or OEM industry
5+ years of sales & marketing experience
12+ years relevant work experience
Proven track record in OEM First Fill and Service Fill opportunities

Institutional Relationship Specialist Resume Examples & Samples

Actively develop relationships in the institutional marketplace including defined contribution plans, defined benefit funds, labor union funds, endowments and insurance companies
Proactively contact current clients and prospects to gather business intelligence, present investment ideas, schedule and conduct meetings and ultimately generate opportunities for pipeline development
Flexibility to travel 50-60% of the time
Ability to relocate
CFA, CFP, CIMA designation and/or MBA a plus

Claims Relationship Specialist Resume Examples & Samples

To handle more complex customer complaints/inquiries professionally and efficiently paying attention to cost control
To coach and mentor the department
To monitor the team’s performance in dealing with complaints on a regular basis ensuring that quality, customer focus and cost control are maintained
Act as a point of referral, resolving complex complaints from customers with a handling authority of claims up to £12,500
Answer all incoming call inquiries in an efficient, expedient and customer focused way, ensuring that the customer receives a professional service at all times
Ensure the claim is valid and is covered by the policy
Ensure the claim details are checked for possible fraudulent cases
Deal with day to day queries and referrals from the claims department
Significant knowledge in insurance in a role within Motor Claims
Specialist knowledge and proven experience of handling Complaints in the context of the current FCA regulations
Demonstrable evidence of providing high standards of customer care
Legal framework (Financial Ombudsman Service rulings and recent case law)
Knowledge of Claims processes and systems
Awareness of fraud indicators
Attained IFC Level 1 and 2 or show a willingness to study
Attained CIP or show a willingness to study

Business Relationship Specialist Resume Examples & Samples

2 Years of functional/professional experience
2 Years in commercial lending experience with proven successful sales track record
Strong understanding of C&I Loan, SBA Loan and/or industry-focused lending
In-depth knowledge of banks, credit, and deposit products
Experiences in cross border activities between U.S. and Greater China preferred

Relationship Specialist Resume Examples & Samples

Process consumer and business streamlined loans
Process and close loans in a prompt, accurate and efficient manner
Provide excellent service to our members and loan officers
Three to five years’ experience in banking
Ability to work independently and make intelligent decisions using sound judgment
Demonstrate computer proficiency in Microsoft Word and Excel, Fortis, Baker

Strategic Relationship Specialist Resume Examples & Samples

Primary point of contact for customer. Build constructive relationships with primary customer contacts and apply knowledge of customer’s business (organization structure, value chain, strategic plans, etc.) to partner with RRD stakeholder to assess and develop processes to deliver on service quality and solutions development for the customer
Provide solutions, develop pricing and provides original/revised job requirements to the platform. Partners with RRD stakeholders to develop and execute on strategic customer plans, build contract provisions, and develop sales forecasts
Proactively identify and drive resolution to account challenges by leveraging RRD resources, external resources and technologies
As the primary point of contact, manage high profile, complex and/or major accounts across multi-channel communication platforms
Provides recommendations for process improvements to bolster improved quality, customer satisfaction, increased productivity and lower operating costs
Oversees the production or project process from point of sale until final delivery. Actively engages with manufacturing concerning all production-related requirements, to include but not limited to facilitate approval of materials such as artwork, color separations, ink samples, paper selection and final production counts
Review customer requirements for production capabilities and provide efficient and economical production alternatives as needed
Resolve issues that may arise during production of customer products. Keep leadership and sales team informed of customer project status, progress, issues, enhancements and modifications as required
Maintain accurate, complete, up-to-date customer data in compliance with procedures and policy
Assist in the implementation and execution of products and services. Consult with customers to understand business issues and goals, and works with customer to develop improved solutions to business needs
Work to develop and prepare sales product presentations for use on up-sell opportunity for the accounts managed and assist Sales with the development of sales collateral for new business opportunities
Identity customer needs and opportunity to secure new business
Perform within the customer contract parameters
Maintain up to date knowledge of industry trends , new products, specifications, competitor strengths and weaknesses
Performs other related duties and participates in special projects as assigned
Work with Customer to manage their print and communication needs
Partner with Customer production managers to ensure all goals and objectives are met on a project-by-project basis
Assist, maintain and manage specifications, quoting process and order entry
Assist Customer in the development of custom printing projects: including size, material, and print recommendations and researching new idea element
Facilitate prototype and development of custom print piece
Maintain all Customer compliance procedures and ensure the Customers branding guidelines are met
Manage vendor base for best fit to customer’s product and geographical proximity need
Provide reports on spend, internal vs. external source, number of projects and other reporting as required
May confer with customer to modify inventory levels and provide recommendations related to fulfillment
Bachelor degree in discipline related to functional work or role with 8-10 years of relevant work experience OR demonstrated ability to meet the job requirements through a comparable number of years of applicable work experience
Able to apply broad work experience and knowledge when analyzing complex problems. Must be able consistently identify critical elements, variables and alternatives to develop solutions. Must be able to organize/prioritize existing resources and incorporate new information, as needed, to implement the most effective solutions. Able to communicate clearly and courteously with those who need to know of decisions/actions/problems. Able to apply excellent business acumen and collaborative skills when resolving problems
Able to apply excellent functional computer knowledge in utilizing Microsoft Windows, MAC, or other technical tools in completing assignments. Able to apply expertise in all the tools or applications used to complete work assignments. Able to mentor junior level team members in the use of tools and/or systems in the position
Requires excellent communication skills with ability to state messages in a clear manner by using language that is easy for others to understand. Able to explain programs policies and procedures in language that is understood by others
Must be able to modify communication style both formal and informal to match the appropriate level of the audience targeted. Requires strong understanding of the impact of a message on the organization or customer. Able to write with the clarity and precision necessary for the work being performed

Senior Relationship Specialist Resume Examples & Samples

35% Instruction Processing & Controls
Analyze contracts and other service agreements
Under guidance, develop procedures and supporting documentation for internal departments to complete the daily activities
Monitor the nature of the investments and cash disbursements. If instructions are not clear, insufficient or appear out of the scope of qualifying activities, identify the problem and proactively resolve with client or instructing party
Manage assigned relationships in accordance with bank policy and within the parameters of the account documents
Ensure compliance with all bank policies and procedures, legal and regulatory requirements, as well as identify measure, monitor and control risks associated with the client book of business
Investigate and respond to client inquiries on account activities
Identify when information requests are available online for clients and encourage online use
Proactively communicate with clients on investigations or processing corrections deemed necessary by internal service departments
Determine the nature of issues raised by clients, the action required and time needed to resolve
Determine if issues were the result of internal processing or accounting errors or other interested parties and recommend corrective action
15% Cash Management/Financial Control
Ensure funds are available in the account to cover funding and disbursement activities. Review cash activities and resolve any accounting problems. Discuss resolution with client
Ensure compliance with control procedures to minimize reputational or financial exposure
15% Service Efficiency & Collaboration
Conduct review of legal file and system processing parameters to ensure that records reflects client directives and information
Analyze system processing parameters and accounting reports to ensure compliance with Account Documents
Participate in special team assignments related to the introduction of new products, system enhancements or business development
Coordinate with the Relationship Management team and internal support departments to ensure that opportunities for improved service delivery or internal issues needing to be addressed for the client base be dealt with
4+ years of experience in relationship servicing within the financial services industry in Institutional Services, Investment Management or with another related service provider
Industry related knowledge of asset servicing for public and privately traded securities, project financing, escrow or other debt servicing, structured investment products and/or global portfolios
Experience with multi-tiered portfolio structures and relating accounting requirements a plus
Working knowledge of industry standards and regulatory responsibilities and contractual provisions for the array of services being offered to the client
Demonstrated ability to articulate industry and organizational standards for the client teams for daily account activity and accounting services
Ability to research, analyze and articulate resolutions for service related service disruptions, initiate corrective action and determine financial compensation, when warranted
Proficient in the use of desktop software products and experience with securities processing and accounting systems, preferable SEI and SunGard systems
Excellent written and verbal communication skills and the ability to work collaboratively with internal and external service providers
Typically requires a college degree or equivalent professional experience and training

IT Relationship Specialist Resume Examples & Samples

Responsible for developing and/or coordinating business initiatives & integrating processes across the operating units including: strategic planning, executive leadership and planning board meetings and other strategy and planning sessions
Help coordinate key meetings
Help plan, organize, and follow up on executive or conference deliverables. Discuss issues with senior leadership team in advance to expedite the information gathering/decision making process
Help develop presentations, ie. Business Reviews, Roadshow presentations, Planning Bd. Meeting presentations
Ensure deadlines are met regarding HR deliverables
Various special projects

Customer Relationship Specialist Resume Examples & Samples

High School diploma or equivalent work-related experience
One (1) year business experience in customer service, sales and/or marketing
Prior call center experience is preferred
Extensive knowledge of the bank’s programs, products and services including product and account information, legal/dispute requirements, processing procedures and general investing
Technical skill, including proficiency with computers and support systems
Ability to adapt to changing electronic environment
Demonstrated verbal communication including good voice quality, diction and articulation
Sales, marketing and service skills which meet Bank of Hawaii’s established standards
Ability to use a personal computer and is proficient on Microsoft Office software, including Outlook, Internet Explorer, Word, Excel, and Access or similar relational database product
Proficient reading, writing and math skills
Customer service skills including an ability to work well with the public and an ability to adopt a customer perspective
Strong problem-solving and decision-making capabilities
Possess exceptional listening, communication, problem-solving and multi-tasking skills
Must be able to wear a headset
Position requires flexible work hours in a 24x7 environment
Must provide own transportation to commute and arrive at intended destination in a timely manner and/or as required

Business Control & Relationship Specialist Resume Examples & Samples

Ensure that product and business level revenue and balance sheet postings to the general ledger are accurate and reconciled to front office balances
Produce and submit Business level internal and external financial disclosures
Partner with Business Control and Risk & PL teams to ensure that the new trades are booked and accounted for correctly in the Financial Accounts
Ensure that all bespoke trades are accurately recorded on the Financial Accounts
Responsible for ensuring the profit center level MAFA, FOBO, HGB vs. IFRS and the CRES vs. Financial reconciliations are performed
Reconcile Front Office FX exposure to the General Ledger and facilitate sale of material CCY balances
Partnering with the Risk & PL team to ensure that all adjustments to the financials are reviewed, reconciled, aged and understood
Review and monitor MIS of reconciliation breaks in amount and ageing to ensure all material breaks have been captured in the Financials
Review and managed timely resolution of business level MAFA breaks
Produce and review Business level internal and external financial disclosures
Ensure the appropriate levels of controls/QA are being performed
Review and ensure clearance of product level FOBO reconciliation breaks
Posts non-product aligned journals into the ledger (Funding, Reserves, Stat Transfer, IPV adjs)
Perform MRP balance sheet certification as Primary or Secondary Account Owner
Investigating and clear exceptions/break items, interacting with Risk & PL, Ops and other GTO teams when necessary
Identifying relevant financial control risks that are present within the Business and or Product accounting and deliver solutions that mitigate the risks
Engage with Cross Asset Team, Operation, Risk & PL and the Business in order to deliver change
Ensuring that Key Operating Procedures are reviewed for relevance and effectiveness on a timely basis
Close Self Identified Issues and Audit points on timely basis
Escalate any aging and/or contentious issues to direct manager

IT Business Relationship Specialist Resume Examples & Samples

Ability to adjust for a wide array of audiences ranging from Senior IT Leadership to the operating VP’s and their staffs
Listening to and understanding each audience's vantage point, then adapting data and information delivery to them and the IT organization
The ability to communicate and advocate an IT point of view to both technical and business constituencies
Builds Trusted Relationships
Develops Talent
Creates Effective Teams
Thinks Strategically
Makes Quality Decisions
Delivers High Performance

Institutional Relationship Specialist Resume Examples & Samples

Raise and retain assets within a geographic territory by making proactive phone calls to Registered Investment Advisors and prospects to uncover and develop unique opportunities through probing and research
Focus on building relationships with RIAs by sharing Capital insight and culture, investment policies, and product information; gathers business intelligence and offers sales support
Assist RIAs in developing portfolios and provides ideas for effective practice management; shares investment ideas, investment education and product information with clients and prospects
Leverage marketing materials / campaigns to target specific clients and prospects for sales opportunity development
Identify cross-selling and prospecting opportunities through research in internal / external databases and company websites
Monitor external calendars, anticipates information needed in meetings, and assists with preparation of information for meetings
Proactively identify clients-at-risk, helps determine a client retention plan and works with external wholesaler to execute on that plan
3+ years related industry experience working with intermediaries or previous client service experience
Knowledge of RIA market
Demonstrate high degrees of initiative in identifying challenges/opportunities and recommending solutions
Strong communication and analytical skills and attention to detail
Ability to collaborate effectively with a diverse group of associates and clients
Ability to lead and influence others
Series 6, 63 and/or 7

IT Business Relationship Specialist Resume Examples & Samples

Advise and assist the users regarding the relevant IT environment. Optimize IT processes and systems. Provide support in ensuring high quality and high available system solutions taking into account the internal IT processes for demand, incident, request and problem management
Train local IT department with new technologies used in other Van plants to support operations and future implementations
Developing and introducing methods, standards and tools
Proactively creates new concepts for IT solutions and the further development of existing IT solutions taking into account Daimler IT strategy and costs
Coordinates system operations with internal and external support. Develops operation support procedures. Provides hands-on technical support where required
Supports the implementation of IT modules, and IT components and interfaces, including the adaptation or extension of associated databases. Plans and executes appropriate tests and coordinates the implementation of rollouts with all internal and external stakeholders. Responsible for creating and updating relevant system and process documentation
Coordinate between IT and Van business partners regarding the implementation of IT processes
Support for projects and the Center of Competency to optimize the amount of function in regard to enhancing the effectiveness and efficiency, taking into account the Daimler standards
Requires a bachelor's degree and at least 3 years of experience in the field or a related area
Experience with implementing of software solutions preferred
Candidate should possess ability to understand and improve internal business processes
Experience in working and consulting with internal and external partners
Basic to intermediate technical skills to support system implementations, enhancements and operations
Mandatory basic knowledge of SQL or other scripting languages (Object Oriented Programming knowledge is a Plus)
Able to travel up to 10% (Domestic and International)

Metro Business Banking Relationship Specialist Resume Examples & Samples

3-5 years Commercial banking support experience
3-5 years client service experience
Intermediate commercial loan and products experience
Intermediate deposit and products experience
Knowledge of loan, deposit, and retail systems
3-5 years experience - commercial lending and loan operations and systems; retail banking and deposit products and systems; customer-related service and support to banking officer
3-5 years experience - Microsoft Office Products

Strategic Relationship Specialist Resume Examples & Samples

Key point of contact for customer. Build constructive relationships with customer contacts and apply knowledge of customer’s business (organization structure, value chain, strategic plans, etc.) to partner with RRD stakeholder to assess and develop processes to deliver on service quality and solutions development for the customer
Provide solutions, develop pricing and provides original/revised job requirements to the platform. Partners with RRD stakeholders to develop and execute on strategic customer plans, and provide insight into developing sales forecasts
As a key point of contact, manage high profile, complex and/or major accounts across multi-channel communication platforms
Assist in developing and preparing sales product presentations for use on up-sell opportunity for the accounts managed and assist Sales with the development of sales collateral for new business opportunities
Monitor supply base for best fit to customer’s product and geographical proximity need providing recommendations to RRD stakeholders
Assist in providing reports on spend, internal vs. external source, number of projects and other reporting as required

Customer Relationship Specialist Resume Examples & Samples

Ensuring that customers receive an exceptional service
Enabling the delivery of consistently high customer service across all relevant customer propositions by working with team colleagues from across the Mortgage Family
Providing accurate advice and appropriate support to customers and colleagues by proactively developing the necessary knowledge and skills
Resolving customers queries at first point of contact wherever possible by utilising available tools and resources
Experience in a customer facing role with evidence of exceeding customer expectations
Customer service and relationship management skills to deal with external customers on sensitive issues
Experience of building relationships with customers to provide a service that’s simple and effective
Communication skills, both written and verbal, and excellent interpersonal skills
The Ability to follow a self-managed programme of continuous professional development and meet the standards of regular competency testing

Operations Relationship Specialist Resume Examples & Samples

Enhances relationships with advisors, wholesaling staff, and distributor contacts. Provides proactive and regular communication of firm specific key indicators, changes to service procedures, and performance metrics
Fully resolves both pre- and post-issue escalated service issues efficiently, performs root cause analysis, communicates resolution on issues, and takes actions toward service recovery
Proposes operational processing improvements based on analysis of business trends from the team and feedback from sales and distributors. Understands the operational needs of key distributors and represents their views in business unit discussions
Provides guidance to Administrative Service employees regarding successful operational relationship management, problem resolution, and service excellence

Preferred Relationship Specialist Resume Examples & Samples

Experience working in a call center or a financial/banking center
Over one year of experience in the banking/financial services industry
Over one year of experience working in customer service
Experience with handling difficult customer situations

Technical Customer Relationship Specialist West Coast Resume Examples & Samples

Bachelor’s degree in Food Technology or Science, Master’s degree strongly preferred. Equivalent experience working in food processing, food safety, or food security will be considered
1+ years of experience in troubleshooting and/or training
Strong effective verbal, written, and interpersonal communication skills, with very strong presentation skills
Great “can do” attitude: a self-starter and self-learner that is capable of working with limited supervision
Service and results oriented with a strong desire to support customers and work as an extension of the sales team to support and close sales
Excellent organizational skills with the ability to multi-task, prioritize, and track many activities

Senior Relationship Specialist Resume Examples & Samples

Requires an Associates degree and 2+ years experience in inbound/outbound call experience, sales experience, customer service experience including 1+ years of experience in branch banking, bank products, customer service, or related experience
Financial services in retail consumer and/or commercial banking experience preferred
Proficient knowledge of sales, customer service, retention skills and banking products
Must have strong customer service, problem resolution and communication skills, both verbal and written
Ability to use a variety of computer software
Ability to cross sell bank products
Requires initiative and ability to recognize sales opportunities
Fluency in Spanish is preferred

Customer Relationship Specialist Resume Examples & Samples

Providing excellent customer service in line with the strategy of Go-To Mortgage business
Creating advocates for Barclays Mortgage Service from Customers and 3rd Parties
Maximising telephony performance to ensure the operation is as efficient as possible
Enhancing Barclays reputation via excellent telephone interactions
Advanced case management skills incorporating complex case resolution e.g. mortgage LTV, Redemption, Offset with the ability to work to an advanced level numeric capability
Solving mortgage queries and complaints as they arise or know how and where to escalate these to
Meeting agreed targets to deliver a balanced performance across customer, company, conduct, colleague and citizenship
To comply with Quality Assurance Framework thereby protecting Barclays and its reputation evidenced by on-going compliance monitoring
Experience working in a customer focused environment and delivering an excellent experience to customers

Preferred Relationship Specialist Resume Examples & Samples

Ability to work the required days and hours as listed in the job requisition without any absences or vacation time in order to attend mandatory training
A minimum of 1 year of experience working with customers
At least 1 year of experience handling difficult situations with customers
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
Comfortable receiving ongoing performance feedback and coaching
Comfortable with ongoing change and learning new technology/processes
Are fluent (reading, writing, speaking) in English and Spanish
A minimum of 1-2 years of experience in the Banking/Financial industry
A minimum of 1-3 years of experience working in a call center
A minimum of 1-3 years of experience working in customer relations

Senior Customer Relationship Specialist Resume Examples & Samples

Provide outstanding customer service to all internal and external customers, partners and other stakeholders
Acts as the first-line of contact for external channel customers or other related external parties, assisting with all GNE product order and related requests
Provides full-time telephone coverage, customer call handling. Receives and manages high-volume telephone calls/inquiries as well as departmental faxes or other communication methods
Manages Genentech’s carriers to ensure shipments are delivered on-time and escalates any concerns/issues to Transportation as needed
Processes returns and invoice adjustments for various customer segments in addition to creating and issuing RA’s (Return Authorizations) and fulfilling damaged replacement order requests
Validates state licenses for all customers to ensure PDMA (Prescription Drug Marketing Act) compliance, creates, updates and issues licenses as appropriate
Administers the wastage program, research and processes all returns including recalls
Interacts with Finance to ensure all return credits are issued in accordance with the return policy
Provide quarterly sales analysis reports on returns, sales and order performance to Customer Operations Management
Responsible for the database systems used by Customer Service to house sales tracking data
Administers the tracking of distribution records as required by Federal guidelines
Assists Customer Finance by providing reports on customer returns and ordering patterns
Ensures final system approval is complete for time sensitive Corporate SOPs
Represent the group on cross-functional teams as needed
Processes all external customer product orders, for the entire Customer Service Portfolio team including Lucentis Direct, which could include Tamiflu order processing during flu season
Decision Making – Thinks through problems clearly and logically; is decisive
Technical and Business Expertise – Applies emerging knowledge and trend; builds strong relationships; contributes to expertise within and beyond assigned area
Communication - Listens well, expresses ideas fluently and logically, is open to input and feedback
Teamwork and Collaboration – Creates an atmosphere of openness and trust; collaborates, offers support and encouragement
Achieving Results – Is goal-directed and persistent; is accountable for meeting commitments, recognizes the contributions of peers

Sales Relationship Specialist Resume Examples & Samples

BS/BA degree preferred in Business Administration, Economics, Marketing, Sciences or related fields
Strong organizational skills; detail oriented
Exceptional analytical and problem solving skills
Able to work independently, but know when and how to ask questions
Multi-tasking skills are a must
Ability to remain calm and functional in high pressure situations
Able to work in corporate office environment
Microsoft Office applications, including Excel PowerPoint, Word, Outlook, Cisco Meetingplace and SharePoint

Collections Relationship Specialist Resume Examples & Samples

Take incoming phone calls from customers to answer questions and/or resolve customer issues
Make outbound welcome/payment reminder calls to ensure customers have all tools and information needed to keep their account up to date and out of a past due status
Take incoming/make outbound collection calls to convince customers to make payments and/or cure outstanding past due balances on their account or surrender the vehicle
Verify customer information on account is correct and update as necessary
Educate customers regarding their account, interest accruals, late fees, credit reporting, repossession, payment options, and account management options
Utilize on-line systems and other resources to perform skip trace work on customers and/or vehicle location to establish contact
Select and submit accounts for repossession review
Process customer payments via inter-company computer systems
Annotate accounts in company database to document interactions with the customer, vendors, etc
Understand and adhere to company policies and procedures, including collection policies/laws
Work with other departments/personnel where necessary to resolve customer issues
Perform above functions within department expectations/metrics
Participate in one on one meetings with supervisor, department meetings, and Compass Impact Planning session
Multi-task in a high energy and fast-pace work environment
Speak and listen effectively with CarMax customers via phone
Ability to tolerate stressful interactions with customers
Work a flexible schedule to include evenings and weekends
Apply a common sense understanding to carry out detailed written or verbal instructions and ability to deal with problems in standardized situations
Complete CarMax provided training as required
Understand and adhere to company policies, procedures and collection laws
High school diploma
6-12 months of related experience
Basic typing skills including minimum speed accuracy requirements
Microsoft Office Suite experience
Ability to communicate effectively (written and verbal) with both associates and managers
Ability to convey a professional and positive image to customers, applicants and associates
Ability to execute moderate math skills
Ability to follow outlined policies and procedures
Ability to recognize when appropriate to escalate situation(s) to Supervisor for assistance
Requires sitting for extended periods of time

Contact Center Relationship Specialist Resume Examples & Samples

Responsible for the sales of products and services via alternative delivery channels for multiple affiliate banks by using consultative sales methods to identify and qualify new and existing customers for various products and services, thus consistently achieving employee sales goals. Establishes rapport, defines needs, explains solutions, handles resistance and recommends action. Opens and completes the appropriate processes on new deposit accounts. Provides the customer with detailed information regarding the accounts, cross sells other bank products, and identifies referral opportunities that are then forwarded to the appropriate areas. Accountable for achieving employee conversion ratios and cross sell and up sell ratios to develop customer relationships for our affiliate banks and to sustain customer loyalty. Accountable for achieving employee production goals of deposits and growing affiliate portfolios and profitability
Responsible for the consumer loan process from interview to close by accepting, and making recommendations to lender on loan applications. Counsels applicants on bank lending policies and repayment terms. Calculates and prepares loan applications by determining the loan amount, interest rate, collateral, and cross sell and upsell opportunities. Completes all related documents necessary to complete the loan application process. Accountable for achieving employee production goals of loans and growing affiliate portfolios and profitability. Responsible for compliance with applicable regulations and the accurate completion of appropriate documentation. Accountable for telephone conversions and cross sells and up sells
Responsible for performing outbound sales calls to support employee and department sales goals and initiatives
Responsible for performing outbound sales and service calls as part of the Onboarding initiative and in conjunction with Fulton Financial Corporation Campaign Execution modules Affiliates, Business Partners,
Responsible for effectively communicating and interacting with internal and external customers in a multibank environment. Provides solutions to difficult situations, errors, or obstacles to achieving customer satisfaction

Collections & Recovery Relationship Specialist Resume Examples & Samples

Minimum 6 months of collections or relatable experience
Demonstrated ability to exceed quality and productivity standards
Strong analytical / problem solving skills
Self motivated and results oriented
Must be flexible and have a consistent positive attitude with a desire to do the right thing for our customers
Must be able to work various shifts to cover CLC hours of operation

Customer Relationship Specialist Hillsboro Resume Examples & Samples

Question processes in a professional manner with a focus on continuous improvement
Recommend changes to established processes with active engagement & results focus
Proactive - responsive to all communications
Partner in the sales process – up to and including backup contact when Sales is traveling
Partner in the Production planning process – up to and including active participation during allocations and critical supply. Often the initiator for actions & follow up
Partner with Product Management & Engineering for technical aptitude & creative problem resolution
Comprehensive account knowledge, contract review participation & master data maintenance
New account onboarding, training & reference documentation
Spot concern trends – share knowledge & recommendations
Order management - EDI monitoring, workflow processing, pricing verification & resolution, VMI (vendor managed inventory), order reporting & tracking to ensure customer satisfaction
Responsible for customer site administration & data maintenance (scorecard & dispute)
Allocation coordination – W/ Prod Planning, Sales Mgt, Quality (if applicable) Transportation & Customer to avoid shut-down, penalty, mitigate expedite costs and or loss of business
Knowledge of industry practices, techniques & standards
Knowledge and use of SD SAP Transactions, CSR (Customer Requirements), TS16949, ISO & IATF
Knowledge and use of EDI, EDOS, SharePoint and or SalesForce, CRM, Zendesk preferred
Technical Liaison; must have lamp and automotive electrical technical knowledge
Seeking a DIY Automotive focused professional with exceptional verbal and written technical skills
Proficient & accurate keying aptitude
Key account management as assigned
Strong organizational capabilities
Ability to multi-task is required
Professional, positive demeanor required at all times in a fast paced, challenging atmosphere

Customer Relationship Specialist Resume Examples & Samples

Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs
Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner
Keep abreast of product offerings to better identify the value proposition to customers
Listening skills to identify and assess customer needs
Experience in the financial services industry
Customer service experience

Customer Relationship Specialist Resume Examples & Samples

World's Most Ethical Companies, Ethisphere Institute (2008-2012, 2014-2016)
Climate Leadership Award, U.S. EPA, (2014-2015)
Fortune 500: No. 160, Fortune (2015)
Military Friendly Employer (2010-2015)

Customer Relationship Specialist Resume Examples & Samples

Process policyholder premium payment requests for billed premium payments
Provide accurate, quality and caring service in an efficient manner to policyholders
Team and individuals goals are to be Met or Exceeded on a continuous basis
Computer Skills – Skilled in the use of computers, adapts to new technology, keeps abreast of changes, learns new programs quickly and is able to work with multiple computer systems in a fast passed environment
Listening Skills - Listens attentively and actively, asks clarifying questions and manages distractions and interruptions
Dependability – Works independently, accepts accountability, handles change, set personal standards, stays focused pressure and meets attendance/punctuality requirements
Call Center experience preferred but not required
Prior customer service experience (minimum 12 months)
High school graduate
Able to meet minimum department standards within a specified period of time
PC experience with knowledge of Microsoft Office

Senior Specialist Rgs-guest Relationship Specialist Resume Examples & Samples

Listen and engage the guest in order to support loyalty, retail, product, and credit offer initiatives where appropriate
Receive and process all incoming guest contacts for guests requesting account closure. Facilitate dialog to understand closure reason and based on risk assessment present the appropriate retention offer tools to retain the guest relationship
Ability to go beyond the guest’s initial question or concern and promote credit/retail related information and products. Retain customer accounts when cancellation calls occur
Handle escalated guest calls to actively address and resolve guest issues and concerns. Capture guest verbatim comments when appropriate
Support incoming Target MasterCard and Target Card guest service calls
Provide support for incoming service and authorization calls for Target REDcard
Develop a strong and complete understanding of policies and procedures and support compliance
Maintain department performance expectations and goals related to overall performance
Support new and existing projects and initiatives when appropriate

Financial Relationship Specialist Resume Examples & Samples

Ensures a high focus on determining members’ needs and cross-selling appropriate services and continually building and enhancing member relationships
Balances vault cash, travelers checks, money orders and cashiers checks
Opens new member accounts, CD’s and IRA’s
Originates and completes member consumer loan applications
Closes loans that have originated outside the in-store branch
Understands and applies savings and lending policies and procedures for possible sales opportunities
Delivers Public Announcements (PA’s) as instructed by the Branch Manager
Perform and track business development activities every month
Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags
Maintains an understanding of endorsement requirements and check acceptances of the credit union
Assists with vault cash and originating and scoring member loans as needed
Assures the credit union’s interest is protected and liens to be filed can be perfected prior to disbursal of loan proceeds
Provides supporting documents and proper documentation in member files
Assists in meeting and exceeding individual, team and credit union goals
Promotes honest and open communication throughout the credit union
Demonstrates behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics
Works with other credit union departments to insure the workflow or process is providing the best service to the members
Knowledge of sales and service techniques
Good problem resolution skills
Ability to work in a fast-paced and team-oriented environment

Financial Relationship Specialist Resume Examples & Samples

Determine the members’ needs and cross-sell appropriate services and products. Continually improve member relationships
Understand and apply savings policies, procedures and dividend rates to sales calls
Understand the consumer lending process as it relates to cross-sales opportunities, loan products and interest rates
Provide accurate account information using account security procedures
Perform financial transactions in an efficient and precise manner
Recognize account flags such as: account holds, delinquent loans and screen messages before disbursing savings/loan checks
Support individual, team and credit union goals as determined by credit union management
Provide quality member service that exceeds the members expectations
Utilize system software provided (Spectrum, CSCS)
Must adhere to contact center matrix reporting requirements
Demonstrate behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics
Work with other credit union departments to insure the workflow or process is providing the best service to the members
Knowledge of or willing to develop sales techniques
Must be able to appropriately resolve conflicts and escalated issues
Must be PC literate
Able to function and thrive in a production environment
Able to work effectively individually and within a team environment

Customer Relationship Specialist Therakos Resume Examples & Samples

3+ years’ experience in a logistics, supply chain, and/or customer service function in the healthcare industry
Knowledge of customer service principles and practices
Good working knowledge of Microsoft Office suite
Able to coordinate with multiple stakeholders across the organization, 3PL, and customer to ensure customer issues are resolved
ERP System experience
Fluent in English, German and Italian (French a plus)

Customer Relationship Specialist Resume Examples & Samples

Provide an exceptional customer service experience through all customer conversations
Resolve questions/issues and refer other inquiries to appropriate areas as needed
Demonstrate a comprehensive understanding of specific company products in order to portray confidence and credibility to customers and assume ownership
Accuracy in processing changes to customer policies which require an agent's license
Answer customer inquiries that require an agent's license on coverage’s, limits and deductibles and review customer policies, discuss options and update customer policy records
Pre-Screen for new business during routine customer calls
Develop subject matter expertise and remain current on new marketing campaigns in order to respond appropriately to marketing related inquiries
Proactively identify and act on cross-selling opportunities in order to increase household penetration and improve customer retention, applying effective selling and influencing techniques
Enable the contact center to meet its customer satisfaction and business performance goals
Candidate Possessing an active property and casualty license are highly preferred
Requires the ability to obtain an Idaho Property and Casualty Insurance License (Candidate is not required to have this to apply for the position)
Basic PC aptitude
1-2 years customer service experience
Be flexible regarding changes needed to service the customer
Must be able to quote and bind additional product lines such as renters insurance
Excellent communication skills (both oral and written)

Senior Commercial Client Services Relationship Specialist Resume Examples & Samples

Maintains relationships with clients by investigating and resolving wide-ranging client inquires and operational problems for assigned corporate clients
Provides support with new account openings, documentation, maintenance, ordering supplies, update customer profile, completes various forms to link the accounts to existing products and services
Handles technical or service issues as appropriate to maintain service level agreements
Keeps current on all upgrades to products and systems related to deposit and cash management services
Associate’s Degree in equivalent combination of education and experience - Required
Requires 7 years minimum experience. May require vocational or technical education in addition to prior work experience
Thorough knowledge of branch depository and account maintenance functions
Thorough knowledge and understanding of technical, PC-based cash management products
Thorough knowledge on back office operational processes related to all cash management products and services preferable
Thorough knowledge of treasury, cash management products, wholesale operations, and documentation is required

Senior Commercial Client Services Relationship Specialist Resume Examples & Samples

Provides support with new account openings, documentation, maintenance, ordering supplies, update customer profile, complete various forms to link the accounts to existing products and services
Handles routine technical or service issues as appropriate to maintain service level agreements
Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education
Requires 5 years minimum experience. May require vocational or technical education in addition to prior work experience
General knowledge of credit servicing and understanding of Credit Request Memorandum and agreement

Faculty Relationship Specialist Resume Examples & Samples

Be the single point of contact to the faculty; the known face of 2U with contacts across multi-levels; Acting as primary interface between 2U, faculty, and internal teams
Be the internal 2U expert on faculty experience, organization, operations, and key personnel
Create, Develop and maintain account plans covering faculty relationship management and 2Us the growth of 2Us services
Embody strategies for successful approaches with account management, deliverable management, issue and complaint management as well as resolving escalations
Responsible for hosting calls with faculty/university contacts as required to review service performance, manage expectations, and track deliverables across all university programs. Drive participation from other 2U teams as appropriate
Work with university partners to ensure end of term survey scores are sustained at an appropriate satisfaction level
Work with training team to ensure faculty members are appropriately trained and understand how to use 2Us platform
Responsible for setting up technical accounts and permissions for faculty within assigned programs
Collaborate with Operations teams to monitor faculty issues/complaints originating from Universities, directly from faculty and internal constituents and work with appropriate cross-functional teams in communicating and resolving these issues
Work with cross-functional teams to proactively engage in appropriate dialog to ensure document and/or authorization changes impacting operating results are managed to mutual benefit to 2U and the university program
Establish and manage priorities in case of competing resources
Occasional travel to programs sites
Previous account management/client services experience
Minimum 3 year experience working in a service-oriented, customer support, technical support or related field (experience providing service in a collegiate, university or online environment a strong plus)
Advanced computer skills (Current Microsoft & Apple OS, Microsoft Office, Chrome, Firefox, Safari, IE, Google Applications)
Excellent verbal and written communication skills with the ability to communicate in a courteous, tactful, and concise manner
Organizational skills with exceptional attention to detail and a high sense of urgency
Ability to work quickly and accurately; must be able to multitask in high-intensity situations

Relationship Specialist Resume Examples & Samples

Manages the resolution process for any business at risk (CART) by working with clients to maximize retention and minimize loss dollars
Diagnoses CART case complexity
Determines the components of the save process and involves necessary resources across ADP business units
Coordinates, participates and reports on First Year Client Experience programs in support of client retentions and quality service efforts
Engages and partners with appropriate departments for FYCE issue resolution and follow up
Cultivates effective working relationships with key associates in other business units to ensure timely resolution of client issues
Coordinates and monitors tasks to ensure issues are resolved timely and accurately
Acts as a liaison between client and ADP associates the achieve client goals
Communicates status updates to all appropriate parties
Performs appropriate follow up to ensure future client satisfaction
Collaborates with Service Center Contacts (i.e. Relationship Management Executive, Finance Executive, Accounting, Sales) to negotiate client discounts or pricing concessions
Negotiates new pricing/multi year price agreements as appropriate
Engages cross business unit contacts when pricing concerns involve products outside Service Center revenue stream
Responds to Annual Price Increase inquiries and negotiates concessions as appropriate
Coordinates, participates and reports on client outreach programs in support of loss reduction efforts
Contacts clients in response to client surveys and partners with appropriate departments for resolution and follow up
Responds to EWS cases as required
Keeps up to date with market penetration and competitive products
Monitors team queues to ensure SLAs are met and workload is balanced among team members
Team member may participate in pilots, councils, team meetings
Visits clients as required
3 to 5 Years of Directly Related Experience
Bachelor's Degree or its equivalent in education and experience
Ability to interface with multiple levels of management; communication skills both written and oral; conflict resolution skills; problem solving skills and general project management skills; analysis; coaching; mentoring

Customer Relationship Specialist Resume Examples & Samples

Prepares cost proposals/quotes for services to be conducted through XBL and LTD at large through interaction with LTD sales and technical executives as well as XBL scientists
Coordinates quote generation, quote dissemination and quote integration within LTD Program Office e-systems
Supports LTD commercial sales (BD) – follow-up with leads/contacts, sales team requests
Coordinates internal project/revenue tracking within e-systems
Updates and maintains contacts, opportunities, quotations, contracts within e-CRM (Salesforce)

Relationship Specialist Resume Examples & Samples

Process and close consumer and business loans in a prompt, accurate, and efficient manner
Provide excellent service to our members and loan officer in all capacities of deposits and loans
Support primary team members by providing excellent, thorough, and responsive member contact, consistent follow-through, and exceptional attention to detail
Experience with a loan processing program

Senior Relationship Specialist Resume Examples & Samples

Three to five years experience in banking with Commercial/Consumer Lending background
Demonstrated computer proficiency in Microsoft Word and Excel
Strong telephone skills
Experience with a loan processing software program (i.e. LaserPro)
Experience with a banking software program (i.e. Bankway)
Understanding of Real Estate lending requirements/documents (i.e. Title Insurance, Deeds of Trust, Recession, Property Valuation, etc.)

Senior Relationship Specialist Resume Examples & Samples

2+ years inbound/outbound phone or face to face sales experience
A proven record of successfully meeting a monthly sales quota
Associate’s degree
Must have strong customer service, problem resolution, and both written/verbal communication skills
Responds positively to feedback and coaching
Actively engages in our culture of teamwork and self-improvement

Customer Relationship Specialist Resume Examples & Samples

To understand RBO buying office on service, delivery and quality requirement and accordingly work with our internal department to provide solution to meet RBO buying office's needs
Obtain and understand RBO buying office forecast/production planning and share with Supply Chain team and Operations for material, capacity planning and inventory management
Understand RBO buying office/originated country service requirement and follow through to ensure that ROs are ready to service customer as committed
Conduct analysis to support sales team with data/information so that appropriate selling strategies can be decided and opportunities pursued
Support ad hoc sales project to drive business
Minimum 3 years account servicing/sales experience in a manufacturing company, preferably with Trim / Garment experience
Fluent in written and spoken English, Cantonese and Mandarin
Good selling , solution provider and negotiation skills
Good problem solving skills and have strong risk management skill
Proactive and with good communication & interpersonal skills. Good team player
Detail minded and result oriented
Able to work under pressure and meet tight timeline

Consumer Brand Public Relationship Specialist Resume Examples & Samples

Minimum of a Bachelor’s degree is required, with a preferred major in Communications or Journalism
Minimum of one (1) year of experience in a dynamic, fast-paced Public Relations environment is required
Exceptional writing and communication skills are required
Understanding and demonstrated experience with influencer marketing is required
Superior attention to detail and organizational skills is required
Ability to multi-task and thrive in a fast-paced environment is required
Forward thinker who takes initiative is preferred
High level of creative energy is preferred
Prior Consumer Product Group Public Relations experience is preferred
Multi-Cultural Public Relations experience is preferred
This position will be primarily located in Skillman, NJ with the possibility of working remote up to 60% of the time and will require up to 5% domestic travel2706170605

IT Business Relationship Specialist Resume Examples & Samples

Design and implement software solutions
Ability to understand and improve internal business processes
Experience working in a work package or project
Experience with moderating meetings
Ability to comprehend business requirements by applying professional consultation methods
Ability to wholly comprehend a situation and to think in complex relationships
High degree of technical/technological application knowledge about common IT systems and tools
High sense of responsibility and able to work unsupervised

Senior Relationship Specialist Resume Examples & Samples

Requires an Associates degree
2+ years experience in B2B inbound/outbound call experience, sales experience
Must have strong sales background, ability to solve complex problems, consult and communicate best business practices
Possess professional written and verbal communication skills
Maintains a positive attitude

Account Relationship Specialist Resume Examples & Samples

Identify and communicate potential upsell opportunities. Identifies opportunities for incremental revenue generation and communicate to Account Executives to meet team revenue objectives
Partner and coordinate with internal and external vendors to successfully build and fulfill sold solutions. Partners with Account Executives for pre-campaign and pre-proposal support, and post-sale analysis to ensure all customer needs are met
Proactively manage relationships with key internal and external vendors (Gannett Local, GCS, etc.) to ensure deliverables meet agreed upon specifications, deadlines and standards
Serves as primary contact with customers for tasks including ad copy and proofs, as well as any other function related to customer service or execution of a sold advertising plan
Works in conjunction with Account Executive to build unique and innovative solutions for customers. Offers ideas to enhance or streamline our internal processes
Minimum 1-3 years Account Management, Customer Service or Sales experience
Proven record of success in a goal oriented, highly accountable environment
Demonstrated success in delivering customer solutions and/or building revenue
Demonstrated knowledge of digital media platforms
Exceptional customer service and relationship management abilities
Persuasive verbal and written communication skills, including solid proofing skills
Proven ability to multi-task in a deadline-driven environment
Effective and creative problem solving and decision making skills
Proficiency with Microsoft Word, Excel, and PowerPoint required; SalesForce.com or other CRM tool preferred

Business Control & Business Relationship Specialist Resume Examples & Samples

Understanding of Business Financials, associated Financial Resource Management constraints, and return metrics from front to back
Front-to-Back interaction with business leads and other stakeholders
Supporting New Product Approval/ New Transaction Approvals
Consistently reviewing the design of entities control environments and operational effectiveness for long term sustainable performance
Contributing to strategy (architecture and operating model) and project facilitation
Point of contact and escalation for engagements with the wider Finance community, leveraging the Validation and Control framework
Safeguarding high standard of control completeness, effectiveness and disclosure
Reviewing reserve calculations and ensuring that these comply with global policies
Conducting Independent Price Verification reviews, balance sheet substantiation and monthly IFRS/HGB disclosure submissions as well as RWA reviews
Good experience in Investment Banking control environments
Excellent people management skills in terms of collaboration with stakeholders
Strong Excel Skills
Excellent influencing skills both with stakeholders and cross-functional/geographically distributed teams
Confident individual with strong communication skills
Strong ability to understand impacts of new business and market impacts on business financials, financial resource constraints and return hurdles
High degree of control awareness and intellectual curiosity
Excellent organisational skills and ability to co-ordinate activities across a number of different control groups and virtual teams
A strong understanding of front to back data flows, expected controls and current developments in the regulatory and financial reporting landscape
Educated to bachelor’s degree level, or equivalent qualification or experience
Accounting qualification (ACA, ACCA, CIMA, CFA, or equivalent)

Senior Relationship Specialist Resume Examples & Samples

Performs day-to-day activities that ensure effective management of all accounts and superior portfolio performance
Establishes strong working relationships with each partner to proactively resolve all issues; understanding of the partners internal processes
Interfaces with internal teams in the due diligence and booking of portfolio purchases and manage the portfolio through full lifecycle, inclusive of any mid-term interruption requests or customer service concerns that may arise with the partner to troubleshoot and resolve
Cash Management - Liaison with cash operations, provides detailed direction regarding cash application, research and reconcile misapplied or payment issues, would also manage unapplied cash suspense; management and analysis of “Excess Pool” accounts including recommendation to partner on effective utilization of the proceeds
Performs originations audits and account reconciliations using current and historical payment history analysis to maintain accuracy within the portfolio and internal compliance
Monitors and escalates changes in customer financial status and payment patterns to mitigate losses for assigned portfolios; participation in Loss Mitigation meetings with Credit
Responsible to manage EOL activity with the partners to maximize realization and minimize losses, hit targets; includes calculating and providing buyout quotes as needed; analysis of remarketing proceeds being offered, engaging with Evaluations team as needed and providing approval based on parameters set
Communicates via phone conversations, email, and letters with partners concerning performance of respective portfolio in regards to delinquency, loss mitigation, workout matters and EOL realization
Generates, analyzes and distributes monthly reports externally, per program agreement requirements
Participation, as required, as Operations representative, in conjunction with Vendor Credit team, in semi-annual or annual vendor audits and program reviews
Participation in Onboarding new relationships/structures, as required
Participation in various special projects and IT/Systems testing, as needed
Exceptional communication skills: Verbal and Written
Function well independently and in a team orientated environment
Comfortable forming strong and lasting relationships with customers over the phone
Prioritize work and quickly evaluate a situation to find the best solution for customers and CIT
Ability to take constructive critique and implement training concepts into your own voice

Strategic Accounts Relationship Specialist Resume Examples & Samples

Implements and participates in the development of initiatives that support community engagement and other assigned program or service. Builds resilience networks by collaborating with a cross section of community sectors to ensure effective preparedness, response, and recovery outcomes during disaster life cycle. Functions as a preparedness subject matter expert. Supports all forms of preparedness programs, tools, and exercises. Organizes and facilitates all DAT operations within Chapter’s jurisdiction. Supports community and labor groups in developing and updating their disaster response plans. Provides appropriate development opportunities and recognition of preparedness instructors, volunteers, and network members. Utilizes the Community Engagement Strategy to identify and address preparedness issues in the community through the resilience networks
Assigns and coordinates staff members and volunteers on project assignments. Supervises and trains volunteers and implements a program in community engagement and public education to increase the communities’ awareness of disasters and how to prepare their families and communities to respond to disasters and emergencies. May be responsible for supervising other full time and part time employees. May hire, train, coach, counsel and evaluate performance of direct reports and volunteers or give significant recommendations as to those supervisory actions. Utilizes appropriate volunteer database system to track volunteers, including background, qualifications, experience, and availability
Evaluates and reports effectiveness of program or service and prepares recommendations for continuous improvement. Collects data related to metrics set forth by HQ and developed for local preparedness activities. Monitors program outcomes and results to reinforce organizational accountability
Develops and monitors budget for Chapter program or service. Works with appropriate staff to ensure adequate levels of inventory are maintained to meet scheduled demand
Identifies possible funding sources for program or service initiatives from entities like government agencies and philanthropic foundations/organizations
Develops and maintains active professional relationships with key internal and external partners
Provides analysis, advice and consultation on Chapter programs and services
It is the responsibility of all Red Cross staff members to recruit, train and work with volunteers and to treat all clients, volunteers, guests, and other employees in a courteous and respectful manner at all times while maintaining a cooperative atmosphere for everyone. It is expected that each member of the regional management team to work with a volunteer counterpart to ensure key volunteers are utilized and ensure depth within the function

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Lending / Relationship Specialist Resume Examples & Samples

Assists loan officers with credit reports on current or prospective borrowers as necessary for all related interests
Conducts account research to assist customers with loan activity and update customer banking relationship portfolios
Assists loan officers with credit request process; orders preliminary reports (e.g., title, flood, UCC, Secretary of State, etc.)
Processes consumer, commercial and real estate loan payments and advances
Reviews loan requests prepared by loan officers to ensure completeness; follows-up to obtain missing data; inputs applicable data and obtains loan documentation from the Loan Documentation Department ensuring accuracy and completeness
Works with insurance agents and customers to obtain insurance documents prior to loan closing
Disburses loan proceeds per loan officer instructions
Provides effective customer service through his or her own example along with appropriate follow through with involved customers and employees
May sort and distribute daily and monthly loan reports to applicable loan officers
May process various loan reports
May prepare and process expense reports for loan officers
Performs official notary services as required
Assists loan officers with verification of funds with mortgage companies and contractors
Assists loan officers with various assignments or special projects as directed
Answers telephones; responds to direct loan officer or customer inquiries in the absence of the loan officer, loan balances and payoff requests; directs callers to proper Bank personnel
Cross-sells the Bank’s products and services, referring customers to appropriate staff as indicated
Solve problems relative to processing and servicing of loans
Updates loan officers of collateral status; researches credit worthiness and appropriate collateral positioning are achieved
Prepare and coordinate financial and loan documentation for scanning
Prepares and sends commitment, and engagement, letters
May assist Loan Officers with managing loan portfolios; conduct direct customer contact to update financial and credit information
Two (2) or more years related experience and/or training or the equivalent combination of education and experience

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Account Relationship Specialist Resume Examples & Samples

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