VP Relationship Manager Resume Samples

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L Runte

Leonora

Runte

5765 Rohan Lodge

New York

+1 (555) 967 8880

5765 Rohan Lodge

New York

Phone

p +1 (555) 967 8880

Experience Experience

San Francisco, CA

VP Relationship Manager

San Francisco, CA

Hartmann, Moore and Fritsch

San Francisco, CA

VP Relationship Manager

Provide feedback to Product Management team on innovative ideas for product development
Develop account strategy together team management and internal stakeholders
Own and manage a portfolio of clients working with the wider RBWM team
Can provide support to and temporarily back-up the Head or Relationship Management for the sub-region
Conducting Business Development in the region (bringing in new rating relationships and developing new market segments)
Work with internal and external legal counsel and loan operations to prepare loan agreements, amendments and waivers. Negotiate and execute loan agreements
Manage a diverse portfolio of securities based, commercial real estate and unsecured loans

Philadelphia, PA

VP-relationship Manager

Philadelphia, PA

Hirthe, Schiller and Wyman

Philadelphia, PA

VP-relationship Manager

Provide input and work with the Global Marketing Team to develop and execute marketing programs in an efficient and effective manner
Network intensively and liaise with market participants, local industry associations and other stakeholders in the financial markets
External Representation: Organize, facilitate and attend meetings with funders, grantees, grant-seekers, community leaders and other constituents of the Foundation. Develop and maintain a productive network of professional relationships with key government, philanthropic, not-for-profit and community leaders
Local Involvement: Active community involvement in leadership positions
Welcomes feedback as a means to personal and professional growth
Personal presence to represent the firm in diverse forums and organizational relationships
Analyse the relevant markets characteristics and thoroughly understand the underlying dynamics that would facilitate the expansion of the rating franchise for corporate loans

present

Dallas, TX

VP, Relationship Manager

Dallas, TX

Rodriguez, Maggio and Hills

present

Dallas, TX

VP, Relationship Manager

present

Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products
Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio
Assist with mentoring and coaching junior officers and loan staff
If such an RM is also a Team Manager, then such RM should also have specific goals to cross-sell Bank’s other products and services
Communicate at a broad level and interact with senior management and clients and become involved in matters between functional areas and/or business units
Lead and manage any and all special projects for clients and keep abreast of industry regulations to ensure implementation/compliance
Participate in the development of corporate initiatives and facilitate formal internal training

Education Education

Bachelor’s Degree in Accounting

Portland State University

Bachelor’s Degree in Accounting

Skills Skills

Ability to properly structure loans to minimize risk to the Bank; knowledgeable of negotiating, structuring, and closing commercial loan transactions
Ability to meet deadlines and manage FA and client expectations
Possess excellent oral and written communication skills and presentation skills
Knowledge of SBA and other similar government guarantee programs
Possess strong customer service, problem identification and solution techniques
Significant accounting and finance knowledge
Ability to multi-task
Detail oriented with exceptional analytical skills
A high level of interpersonal and sales skills are necessary to compete effectively, present proposals to client and recommend loan transactions to bank senior management
Strong analytical and credit skills

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15 VP Relationship Manager resume templates

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VP Relationship Manager Resume Examples & Samples

Manage a diverse portfolio of securities based, commercial real estate and unsecured loans
Monitor the ongoing financial condition and performance of the Borrower, covenant compliance, and the value/condition of the collateral. Make timely recommendations regarding changes in credit classification and risk rating. Develop/implement remedial action plans
Ensure loan documentation accurately represents the terms of the loan approval and permits Morgan Stanley to enforce its rights on the collateral in a default situation
In conjunction with the Senior Lending Transactor and/or Financial Advisor, maintain frequent communication with the Borrower and the Borrower’s financial advisors. Keep current on major developments and changes in financial condition and identification of potential additional financing needs. Credit Professional is required to keep the Financial Advisor informed of relationship status and action plans on an ongoing basis
Pre-screen appropriate transactions and communicate with Senior Lending Transactor and/or Financial Advisor
Responsible for conducting all due diligence on new credit requests, modifications, renewals, and increases for new and existing clients including credit analysis, financial statement analysis, client calls and visits
Develop and negotiate structuring recommendations within context of firm’s credit policy and philosophy. Produce high quality credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigates
Work with internal and external legal counsel and loan operations to prepare loan agreements, amendments and waivers. Negotiate and execute loan agreements
Manage all loan requests within stated turn times unless justified as an exception. Manage expectations through active communication with Senior Lending Transactor, Financial Advisor and/or client
Provide guidance on procedures and make recommendations where appropriate
Responsible for the integrity of Borrower’s loan data in internal credit systems; responsible for maintaining accurate internal credit ratings
Utilize credit authority (if delegated) in an appropriate manner in accordance with credit policies and procedures and protecting the interests of the firm
Must escalate material individual relationship or portfolio observations promptly
Responsible for FASB 114 analysis and recommendation of provision to the ALLL for the portfolio
Minimum 7-10 years of lending and credit analysis in private bank or commercial bank
Formal commercial credit training required
MBA preferred although not required
Detail oriented with exceptional analytical skills
Significant accounting and finance knowledge
Possess excellent oral and written communication skills and presentation skills
Maintain poise and presence coupled with exceptional interpersonal skills to manage relationships with sophisticated high net worth clients and their advisors
Possess strong customer service, problem identification and solution techniques
Ability to meet deadlines and manage FA and client expectations
Good collaboration skills in a team-oriented environment

VP-relationship Manager Resume Examples & Samples

Grant Portfolio: Develop and implement a grantmaking strategy aligned with the philanthropic goals and objectives of the Foundation and rooted in local context and conditions. Develop and implement business plans for the respective markets; draft grant-write-ups, periodic program reports and briefing papers for internal and external stakeholders; and present strong proposals to local Contributions Committees
External Representation: Organize, facilitate and attend meetings with funders, grantees, grant-seekers, community leaders and other constituents of the Foundation. Develop and maintain a productive network of professional relationships with key government, philanthropic, not-for-profit and community leaders
Bachelor’ degree required; Master’ degree in a relevant field preferred
Passion for the Foundation’ mission; deep knowledge of and experience related to economic development, workforce readiness, financial capability, and/or community development
Understanding of grant making and the non-profit sector; ability to assess the leadership, track record, fiscal health and capacity of a nonprofit organization
Spanish language skills strongly preferred

VP, Relationship Manager Resume Examples & Samples

15 + years of relevant experience, including account management/relationship management experience with merchants or issuers, experience managing a team to deliver client-facing solutions
Ability to influence a broad and diverse group of stakeholders and drive initiatives in a complex environment
Strategic thinking skills based on building short and long range plans that are appropriately comprehensive, realistic and effective in meeting goals
Strong leadership skills in building and developing high performance teams by aligning people skills with relevant work, assigning responsibility, fostering respect and trust, and setting high standards of performance
Exceptional written and oral communication skills, exceptional interpersonal skills and the proven ability to influence and communicate effectively across functional lines

VP Relationship Manager Resume Examples & Samples

Bachelor's degree in Business, Finance or related field
10 years experience in the financial or investment services space, preferably in a sales or progressive client service or relationship management role
Series 7, 63 required
Demonstrated knowledge of LPL platforms, products, and services

VP, Relationship Manager Resume Examples & Samples

Proactively solicits new business relationships through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources and prospect lists
Collects and analyzes financial and related data to determine the general creditworthiness of Commercial customer/prospects and the merits of specific credit requests
Establish and negotiate terms under which credit will be extended
Participate in community affairs to increase bank’s visibility and enhance new business opportunities
Supervise and direct Portfolio Manager and Credit Analyst as appropriate

Associate VP to VP, Relationship Manager Resume Examples & Samples

Mainly responsible for business development and marketing of loan products to Japanese clients, mainly SME to Mid Cap corporate, on cross-border basis in Japan and Asia Pacific
Provides full-service banking and all transactions to SME and Mid-Corporate clients through the marketing of all appropriate company services
Establishes new relationships and manages existing relationship in order to generate new AUM and Revenue
Co-operates with Transaction Banking Department in order to develop market synergy in terms of pitching the product offering to the clients
Loans include Structured Finance, Project Finance, Transaction Banking as well as corporate and syndicated loans
Minimum 5 years of experience in corporate banking
Basic understanding of Loan / Transaction Banking products

VP Relationship Manager Resume Examples & Samples

Originate, analyze, structure and close profitable loan transactions. Mentor less experienced Relationship Managers as appropriate
Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make decisions on loans and terms if within own lending limits
Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements
Serve existing accounts, review quarterly, semi-annual and annual findings for compliance and credit determination. Recognize issues; early problem recognition, remedial management and appropriate coordination with workout is an important part of on-going portfolio management
Engage and provide direction to bank’s contracted professionals including attorneys, accountants, consultants, appraisers, title companies, and necessary government agencies, to ensure successful transactions
Provide guidance and direction to bank’s internal support personnel to ensure proper and accurate completion of loan transactions and day to day operational requirements
Promote and cross-sell other bank products and services as appropriate to customer requirements. Cross-sell banking services including business checking and treasury management products, and refer business or property owners to the branches for consumer deposit and loan products
Keep management fully informed on all key factors of the bank, the portfolio, client relationships and the competitive environment
Four-year college degree in Finance/Accounting/Economics or equivalent work experience
Seven years of middle market or equivalent lending experience
Direct underwriting and portfolio management experience
Ability to properly structure loans to minimize risk to the Bank; knowledgeable of negotiating, structuring, and closing commercial loan transactions
Strong analytical and credit skills
A high level of interpersonal and sales skills are necessary to compete effectively, present proposals to client and recommend loan transactions to bank senior management

VP, Relationship Manager Third Party Sales Resume Examples & Samples

Engage internally (within CSAM) with Senior Management, Strategy, Portfolio Management, Marketing, Operations, Product Management, Sales, Product Development, and Legal on numerous fronts and a broad array of initiatives
Maintains a high level of attention to detail managing all respective sales activities (notes, follow-ups, emails, meeting/call reports) within Asset Management’s CRM tool
Responsible for achieving sales and prospecting targets such as number of qualified opportunities, number of daily activities/tasks, call quality, appointment setting, etc
Proactive Approach: Shows drive, passion, works persistently through obstacles to create positive impact and value for the bank. Approaches situations with an entrepreneurial perspective
Principled Behavior: High integrity, maintains confidentiality at all times. Fully complies with the code of conduct; acts responsibly protecting the reputation of the bank and mitigating controlling risks
Partnership: Takes visible responsibility for establishing, preserving and growing deep strong relationships with clients/colleagues. Communicates effectively across all levels of the client's organization
Professional skills: Results-orientation with a superior ability to execute as well as creatively solve problems; combined analytical and persuasion skills with a comfort and flexibility to work with all levels of the organization. Has the expertise to create strong outcomes

Commerce Solutions VP Relationship Manager Senior Resume Examples & Samples

Responsible for developing, growing and retaining business for complex portfolio
Advanced proactive, consultative client support
Responsible for coordinating quarterly/annual client performance reviews
Assist in developing processes and procedures for both/either department and client enhancement
Understand and assess client needs, troubleshoot issues, quantify downstream impacts
Apply consultative influencing and selling to develop and execute strategies to deliver appropriate solutions
Perform what‐if analysis to explore impact of industry announcements
Expectations to grow portfolio's profitably through effective account management and implementation of
Highly visible, interactive engagement with clients
May assist in setting strategy and driving execution for
Provide coaching and consultancy to team members
Individual portfolio growth goals
Typically the largest clients with highest exposure points
Dedicated, primary point of contact for complex, select
Ability to prioritize multiple initiatives
Extensive knowledge of product(s) and solution options
Extensive negotiation, selling, influencing and presentation skills
Typically has deep internal knowledge of platforms, technical capabilities

VP Relationship Manager Resume Examples & Samples

Service and further develop existing clients
Ensure preparation, quality and lead of the sales pitch
Identify and solicit new clients and effectively manage these prospects
Write call reports and other internal reports
Develop account strategy together team management and internal stakeholders

Senior Associate / VP-relationship Manager Resume Examples & Samples

Manage and grow a diverse portfolio of large Commercial Banking clients in India. Establish and maintain local contacts with the client’s subsidiary and work closely with IPSs and parent bankers to increase wallet share of existing clients and cross sell APAC countries. Typical client requirements will focus on treasury services, financing, trade, risk & treasury management. Types of credit facilities range from working capital lines with parent guarantee support, trade lines and FX lines
Size up market opportunity, identify, solicit & develop new CB relationships by active local prospecting and execution of key deals originated from the US
Analyse complex financial information to structure appropriate client solutions & credit facility as well as execution of various banking transactions. Take responsibility for the renewal of all credit facilities in the client portfolio
Provide quality and tailored business solutions to CB clients through the partnership with different Product teams including Treasury Services, Trade Services, Investment Banking & Credit Risk Management to deliver comprehensive JPM products
The incumbent will manage the sales pipeline, book accurate and timely client call memos, and be responsible for preparation of proposals and presentations for existing and prospective clients
Support the implementation of client solutions, attend to client service requests, annual reviews of facilities, credit and portfolio statistical reporting, ad hoc reporting and keep abreast of new product and relevant technology
Ensure necessary oversight and onshore accountability to support local client on-boarding, partnering with local risk management (e.g., Compliance, Legal, Tax, etc.) and middle/back office teams as needed to support transactional, service or credit activities
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including US based International Product Specialists, Parent Bankers, Underwriters and Credit Committees, in addition to local and regional product and service delivery partners, Legal, Compliance, plus mid and back office support teams across the firm
Extensive relationship management and credit risk management expertise in the corporate &/or MNC market segments
Prior experience in a prospecting role with demonstrated results and a capacity to operate independently, appropriately balancing short, medium and long term objectives

VP, Relationship Manager Resume Examples & Samples

Perform in a high-level contributor role demonstrating expertise in the fund industry, multiple lines of business, business processes and the customers’ business
Lead and/or participate in projects related to, but not limited to, new lines of business, business process improvement, risk reduction, and best practice identification for both the company and clients
Communicate at a broad level and interact with senior management and clients and become involved in matters between functional areas and/or business units
Attend Board of Director meetings as a company liaison
Lead and manage any and all special projects for clients and keep abreast of industry regulations to ensure implementation/compliance
Participate in the development of corporate initiatives and facilitate formal internal training
Ensure accurate client billing, develop and manage a budget, enforce company policies and procedures, and recommend policies, procedures, and best business practices
Bachelor’s degree; Advanced degree optimal
10+ years’ relevant work experience in the Mutual Fund Industry
5+ years’ experience in a project management, and/or customer relationship management position with related strategic client relationship management experience

VP Relationship Manager Resume Examples & Samples

Responsible for client due diligence to provide the necessary oversight and local accountability to new transactional or service related activities in line with JPM Chase policies and local RBI requirements covering credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML), etc
Minimum 6-8 years relevant banking experience in India, with a strong command of financial services, regulatory environment, corporate banking products, debt products, cash management, trade finance & derivatives
Proven expertise in credit analysis, structuring and negotiating domestic and cross border credit risk transactions
Excellence in oral and written communication with proven strength for personal engagement
Enthusiastic, motivated and team orientated. A clear desire and orientation to grow the portfolio
CA is a strong advantage

VP Relationship Manager Resume Examples & Samples

Proactively manage the relationships of about 30-50 complex key accounts in the Nordics
Responsible for retaining existing customers in the Nordics and expanding the share of wallet by selling a tailored value proposition
Primary commercial contact on key account
Conducting Business Development in the region (bringing in new rating relationships and developing new market segments)
Negotiate commercial terms including fees for new and renewal contracts
Proactively seek opportunities and prepare strategically competitive proposals for new and existing contracts involving a bidding process
Contribute to the creation and execution of a strategic plan to expand and defend the business for markets within the Nordics
Expected to travel 60% of the time meeting existing and prospective customers
Organize meetings with investors to better understand demand factors and shape value propositions
Active contribution to overall franchise relevance plans for the market segment / territory
Represent the Relationship Management team at internal meetings with the analytical team and other departments where applicable
Provide effective guidance and mentorship to supporting Associates
Can provide support to and temporarily back-up the Head or Relationship Management for the sub-region
Provide support and back-up for other sub-regions as needed
Provide feedback to Product Management team on innovative ideas for product development
Extensive years of experience in the financial services industry or similar industry is required
Fluent in English and at least one Nordic language is essential
Previous experience in sales & marketing is desired
Previous experience from the rating industry, debt capital markets or as an analyst is desired
Knowledge of and experience with Nordic business culture is desired

VP-relationship Manager Resume Examples & Samples

Analyse the relevant markets characteristics and thoroughly understand the underlying dynamics that would facilitate the expansion of the rating franchise for corporate loans
Network intensively and liaise with market participants, local industry associations and other stakeholders in the financial markets
Develop and execute extensive outreach programs that will deepen Moody’s relationships with syndicate banks and loan arrangers active in the corporate loan market; traditional and alternative investors holding such assets; and other financial intermediaries
Provide input into pricing strategy that facilitates profitability and Moody’s competitive position
Coordinate business development and account management activity across EMEA. Provide market expertise and outreach solutions for EMEA Relationship Managers
Provide input and work with the Global Marketing Team to develop and execute marketing programs in an efficient and effective manner
Contribute to product development initiatives & facilitate market sounding of concepts and product launch where appropriate and necessary
Cross reference business opportunities for the structured finance franchise
Extensive knowledge of the EMEA Bank Loan market is essential
Working knowledge of the role and functions of Rating Agencies and Moody’s competitive position
Experienced with direct interaction with loan originators and market participants at C-level
Proven interaction and networking capabilities with EMEA industry bodies and associations
Strong customer facing skills with the ability to negotiate successful outcomes
A sound understanding of credit risk issues and Capital Markets
Excellent understanding of market specific business culture
Proven track record in business development
Successful experience in at least one of the following areas
Strong academic background. Degree (or equivalent) in Business, Economics, Marketing, International Relations
Post-graduate qualification (Masters) an advantage
Well-developed IT skills including advanced Microsoft Office applications, PowerPoint, Advanced Excel as well as practical use of Bloomberg terminals
Proven experience in working within tight deadlines
Ability to adapt to changing market conditions and business environment
Ability to understand and communicate the fundamentals of Moody's analytical approach, and rating methodologies
Ability to communicate clearly with C-levels at loan sponsors, Asset managers and highest levels of the corporate hierarchy: e.g. CEO, CFO,
Highest ethical standards and working in a multi-cultural environment
Team player with the ability to work collaboratively and to convincingly influence peers
Receptive to the challenge of ambitious sales and marketing goals
Strong sense of urgency, and a pro-active "can do" approach
Highly organized and efficient, sound judgment, capable of developing independent opinions and defending own views
Willingness to travel extensively across EMEA
English, spoken and written fluency is essential. Other languages are highly beneficial

VP, Relationship Manager Resume Examples & Samples

You have a proven ability to successfully build and manage relationships with demanding and complex clients
Your track record of success with clients and prospects interactions
Your financial business analysis and/or consulting experience is a plus
Your client operations experience is preferred
You are a strong communicator with a consultative approach
You have strong multi-tasking, project management and organizational skills

VP, Relationship Manager Resume Examples & Samples

5+ years’ experience in a financial sales environment with proven results
Demonstrated ability to lead and manage sales force; proven coaching skills
Demonstrated experience servicing the needs of high net worth individuals with premier level of customer service
Commercial/business banking experience
Ability to set strategic direction and deliver business solutions
Demonstrates a high level of AMEB Leadership Behaviors
Strong Client Management Skills
Extensive understanding of financial markets
Excellent verbal and written communication skills necessary to interact with personnel at all levels of the organization
Ability to work nights and weekends

VP, Relationship Manager Resume Examples & Samples

Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year (See Attached)
If such an RM is also a Team Manager, then such RM should also have specific goals to cross-sell Bank’s other products and services
Experience: 5-7 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products

AVP / VP, Relationship Manager Resume Examples & Samples

Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Manager every year
RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) for new loans, renewals, amendments and annual reviews
Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content
Review loan documents, either internally prepared or by outside counsel, to ensure accuracy
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process
Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio
Reviews client’s accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank
U.S. College graduate with major in related fields
5-7 years of consumer/commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices
Must possess previous underwriting experience in the requisite area of commercial lending
Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing
Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required
Ability to work well independently to structure loans and/or lines of credits
Must be organized and detail oriented and able to multi-task
Ability to work effectively in a fast paced, high production and team environment
Excellent time management skills and be accustomed to working with deadlines
Ability to assume responsibility and accountability for decision-making
Ability to communicate effectively with all levels of Bank personnel

VP, Relationship Manager Resume Examples & Samples

Bachelor’s degree in accounting, finance, or related discipline preferred but not mandatory
Minimum five to seven years of corporate commercial lending experience with thorough knowledge of lending regulations and credit/underwriting practices
PC proficient
Good credit knowledge of Bank’s credit underwriting policies and approval process for assigned loan
Ability to work effectively in a fast paced, high production environment
Strong financial analysis and accounting skills

VP, Relationship Manager Resume Examples & Samples

Experience: 5-7 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices
Must possess strong loan negotiation (rates, terms, collateral requirements) experience
Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products

AVP / VP, Relationship Manager Resume Examples & Samples

Management of a portfolio of Commodities relationships to ensure timely reviews, good housekeeping and excellent client service
New clients acquisition
Revenue development from clients
Structuring of credit facilities to achieve client satisfaction and optimise risk/return metrics
Responsible for preparing credit proposals (including preparing of in-depth credit risk analysis and close follow through of the credit approval) and managing the documentation process
Independent liaison and co-ordination with relevant business and supporting units of the Bank to cross-sell trade, treasury, cash management, capital markets products to deepen client relationships
Degree in Banking/Finance/Accountancy from recognized University or its equivalent
Minimum 5 years of relevant banking or similar experience preferably in the Commodity/Trade Finance area
Good written and oral communication skills
Professional in managing client’s responsibilities and flexible attitude towards the continuous changing needs of the clients and the Bank
Self-motivated, pro-active, eagerness to learn, strong personality and a good team player

AVP / VP, Relationship Manager Resume Examples & Samples

Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year
Education: U.S. College graduate with major in related fields
Experience: 5-7 years for VP level and 3-5 years for AVP level, of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products
Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to structure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel

VP-relationship Manager, Orange County Resume Examples & Samples

Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
Bachelor’s degree from an accredited College or University or equivalent work experience

VP-relationship Manager Resume Examples & Samples

Develops and manages a portfolio of primarily commercial/business clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients
Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue
Builds strong relationships with referral sources, centers of influence, etc
Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
Assumes responsibility for various department functions in the absence of staff members or in overload situations
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
Performs other duties and projects as assigned
A minimum of 8 years’ experience in sales or relationship management
Experience in commercial and other related forms of lending and portfolio products preferred

VP-relationship Manager, San Diego Resume Examples & Samples

Develop and manage a portfolio of primarily private, commercial and industrial (C & I) clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients
Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients
Structures credits jointly with Loan Portfolio Managers
Demonstrates knowledge of and adherence to EEO policy; builds a diverse workforce and supports affirmative action
Consistently applies strong decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
4 year degree or equivalent experience. At least 5 years in sales or relationship management; experience in commercial and other related forms of lending and portfolio products preferred
Intermediate skills in Microsoft Office Suite
Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate)

VP-relationship Manager Resume Examples & Samples

Analyse the relevant markets characteristics and thoroughly understand the underlying dynamics that would facilitate the expansion of the rating franchise for insurance companies
Develop and execute extensive outreach programs that will deepen Moody’s relationships with the insurance industry, and specifically insurance companies, brokers and intermediaries active in the market; traditional and alternative investors holding such assets; and other financial intermediaries
Extensive knowledge of the EMEA Insurance market is essential
Experienced with direct interaction with insurance issuers and market participants at C-level

FVP / VP, Relationship Manager Resume Examples & Samples

Solicit and develop new business
Assist in the underwriting of new loans, renewals, amendments and waivers
Prepare required disclosure information within designated timeframes
Source deposits and treasury management service relationships
Ensure compliance with Bank, regulatory and credit requirements with emphasis on quality customer service while adhering to given deadlines
Assist in the analysis and creation of financial write-up loan packages to generate new loans
Maintain existing client base
Assist customers and follow up on outstanding items
Assist with mentoring and coaching loan assistants and other subordinate employees
Actively participates in business community activities for referral networking
Education: Bachelor’s degree in accounting, finance, or related discipline preferred but not mandatory
Experience: Minimum 5 to 7 years of corporate commercial lending/commercial real estate lending experience with thorough knowledge of lending regulations and credit/underwriting practices
Skills/Ability: PC proficient. Excellent verbal and written communication skills. Strong interpersonal and business development skills. Organized and detail oriented. Good credit knowledge of general banking credit underwriting policies and approval process. Ability to work effectively in a fast paced, high production environment. Strong financial analysis and accounting skills

FVP / VP, Relationship Manager Resume Examples & Samples

Identify and bring new clients to the Bank for commercial real estate and construction loans
Negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI
Present each CCR to the requisite approval authority levels
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; Relationship Manager is to manage the client experience of this process
Review to ensure each credit is properly risk rated based on the Bank’s risk rating system
Review client’s accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank
Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client
Assist with mentoring and coaching junior officers and loan staff
Experience: Minimum 7 to 10 years of commercial real estate/construction lending experience with thorough knowledge of lending regulations and credit/underwriting practices
Skills/Ability: PC proficient. Excellent verbal and written communication skills. Strong interpersonal and business development skills. Organized and detail oriented. Good credit knowledge of general banking credit underwriting policies and approval process. Ability to work effectively in a fast paced, high production environment. Strong financial analysis and accounting skills. Ability to work well independently to structure loans. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making.