Business Relationship Manager Job Description
Business Relationship Manager Duties & Responsibilities
To write an effective business relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included business relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Business Relationship Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Business Relationship Manager
List any licenses or certifications required by the position: ITIL, PMP, BRMP, CBRM, PMI, BRM, CPA, PM, V3, V2
Education for Business Relationship Manager
Typically a job would require a certain level of education.
Employers hiring for the business relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Education, Computer Science, Business/Administration, Information Technology, Management, Accounting, Economics, Communication
Skills for Business Relationship Manager
Desired skills for business relationship manager include:
Desired experience for business relationship manager includes:
Business Relationship Manager Examples
Business Relationship Manager Job Description
- Identify opportunities, assess and provide recommendations based on business relevance, appropriate timing, cost, risk and quality
- Work with appropriate stakeholders to proactively identify and evaluate risks associated with business and procurement decisions
- Working on ad-hoc projects linked to product control, both with the correlation space within the general credit business
- Learn Business Processes Your Application Supports
- Demand Management – Identify key strategic business and functional requirements from the Global and regional needs in ITL space
- IT Coordinators/Power Users of the assigned business units in the definition of functional IT requirements
- Achieving quarterly/annual goals through business generation of C&I, CRE, Multifamily, Mortgages, SBA, Treasury Management, Deposit, Investment, international and other commercial and consumer products offered through East West Bank
- Collaborating with Regional Manager and or Branch Manager to develop and to implement customer centric strategic marketing plans and generating new business through prospecting, outside calling, networking, and referrals
- Maintaining and applying a thorough understanding of the bank’s credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages
- Actively participating in local and regional business functions
- Strong interpersonal, collaboration, mentorship, motivation, leadership, and organizational development skills
- Excellent command of strategic planning concepts and techniques
- Strong financial modeling skills including the ability to forecast, budget, and perform trend analysis
- Act as client facing professional for the company
- Report and track activities and sales process
- Follow up on leads and referrals
Business Relationship Manager Job Description
- Troubleshoots and directs complex issue resolution to the appropriate function within the Procurement organization as it relates to supporting the business unit in achieving overall strategic goals
- Promotes an understanding of IT roles, processes and activities to the business, acts as a chief marketer and communicator of IT services and capabilities
- Establish, maintain and nurture the business customer relationship
- Establish and maintain a strategic relationship with appropriate level key stakeholders within the business and IT
- Build relationship with small business customers and affluent clients by uncovering customer's needs to provide financial solutions that include deposit accounts, credit solutions, treasury management products, and other financial products and services
- Proactively develop new business opportunities through consistent outbound and effective prospecting activities to increase profitable customer base
- Willing to work flexible or extended working hours to meet business needs
- Leverage those relationships, combined with business and technical expertise, to influence the development of technology initiatives and investments that maximize profitability, efficiency, effectiveness and a positive client and associate experience
- Meet with advisors to gather information and documents
- Use protocols and procedures to validate required information
- Meet with clients to achieve commitment
- Consistently enable our team to integrate the tools, advice and solutions into the sales process to meet their client needs
- Trust and Investment sales experience
- Local network established through previous experience
- Demonstrated thought leadership and technology management skills excellent proficiency in all communication methods
- A degree and ideally additional qualifications including ACA, ACCA, CIMA, CFA, or a relevant Masters degree
Business Relationship Manager Job Description
- Continually seeks to enhance and standardise the control framework, providing oversight and ownership of escalated exceptions
- Coordinates relevant regulator requests, ensures adherence to internal policies regarding investigations and accuracy for economic and regulatory capital and to coordinate closely with front office traders, market risk control, audit, technology groups and other operations groups to assist in meeting corporate objectives
- Provide oversight and direction of risk management processes, ensuring risks covered are accurately measured, aggregated and analysed in accordance with internal and external regulations, policies and procedures
- Maintain an environment of continuous improvement through the implementation of robust review and feedback mechanisms and monitoring of the regulatory landscape to help form policy and process improvement decisions and development
- Monitor and evidence, where applicable, compliance with appropriate internal and external standards
- Knowledge of, and experience in financial services
- Excellent leadership and management skills, able to work in virtual global teams and in a matrix organisation
- Knowledge in MS Office products, with particular focus on MS Excel
- Able to work in a fast paced and demanding environment and be able to manage your time effectively to meet deadlines
- Challenge and review key practices and decisions
- Identify opportunities and make recommendations to support the area’s desired future state
- Analyze reports and market trend information
- Advocate recommendations for solution options in conjunction with procurement resources
- Managing the review of daily Profit & Loss P&L), explanations, new deal activity and risk sensitivities produced by the Risk Profit & Loss (RPL) team in Mumbai, the review of other daily deliverables both on-shore and off-shore
- ITIL and all aspects of Service management including Service Desk, Configuration Management, Change Management, Asset Management, CMDB, Service Catalogs and Knowledge Management
- Elicit requirements actively from stakeholders
Business Relationship Manager Job Description
- Partner with all areas of the business to identify opportunities, business processes, functions and procedures that can be enhanced, streamlined or eliminated
- Collaborate with business stakeholders to understand business needs, gather, document and review requirements and proposed solutions, including impact assessment, gap analysis, project costs, and associated ROI and KPIs
- Lead requirements gathering/needs assessment sessions to evaluate and document existing business processes and future business needs
- Drives definition of technology objectives and recommends industry-leading solutions to support business needs
- Analyzes emerging technologies and work with business and IR Leadership to translate implications of the new trends into an effective technology vision and strategy
- Understand business strategy and objectives products and/or services offered
- Get Buy-In from Stakeholders that your proposed solutions work
- Follow team Processes
- Responsible to develop the project intake process artifacts
- Actively manage IT demand for their LOB
- Minimum of 7 years’ experience with solutions development and systems implementation
- Proven ability to lead distributed teams, some being global
- Proven track record of successful innovation and implementation of that innovation
- Ideally job holder will have a business related qualification
- 2+ years’ experience in a relationship role preferable
- Exhibit exceptional commercial and tangible service delivery focus
Business Relationship Manager Job Description
- Develop and manage client relationships at a senior management level, within the business unit to ensure client satisfaction and the development of efficient business systems
- Assist the business units in developing stated business outcomes and work with IT & other appropriate departments to achieve the desired results
- Liaison between the business unit and IT on SLA’s, relevant IT projects and initiatives, track changes that affect the business unit from a technology perspective
- Proactively lead business units in identifying their technology needs to design and maintain their IT roadmap
- Perform strategic data analysis and research to support the business units’ technology needs
- Assist in drafting business cases and preliminary requirement to qualify an idea or opportunity that will require IT resources
- Lead a team (up to 6) of Business Analysts with in Mortgage Lending
- Represent the Business Unit Teams as a key member of the IT governance
- Focus on understanding how services that are provided meet the requirements of the business unit
- Solicit and record customer feedback and take action where needed
- Bachelor of Business Administration or related discipline
- Demonstrable success at driving performance and achieving constant growth towards meeting and exceeding revenue targets would be considered favourably
- Ability to demonstrate service excellence across all levels of the business
- Ability to travel, if needed and flexible re hours and travel
- Must have excellent oral and written communication skills, excellent listening ability and presentation skills
- This position will be required to be active in the community and attend State/County Chamber of Commerce networking events on a regular basis