Assistant Relationship Manager Resume Samples
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Assistant Relationship Manager Resume Samples
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CQ
C Quigley
Carlotta
Quigley
604 Britney Circle
Houston
TX
+1 (555) 272 1809
604 Britney Circle
Houston
TX
Phone
p
+1 (555) 272 1809
Experience
Experience
Los Angeles, CA
Assistant Relationship Manager
Los Angeles, CA
Predovic Group
Los Angeles, CA
Assistant Relationship Manager
- Works with Relationship Manager to manage assigned customer relationships and loan portfolios
- Develop and establish a personal and professional network
- To provide professional support in the management, administration and development of Commercial and HNW portfolios
- Work towards target goals set in KPI and to assist Relationship Managers to solicit/explore new customers and business with good credit quality
- Assist Relationship Manager and team head for managing and developing corporate banking accounts in the areas of lending, trade finance, treasury, deposit etc
- Follow up closely on client/industry/market developments and work closely with FI management to refine and implement FI strategy in China
- Execute client instructions and handle day to day account management and client interaction/requests
Dallas, TX
Assistant Relationship Manager, IWM
Dallas, TX
Bode, Considine and Sauer
Dallas, TX
Assistant Relationship Manager, IWM
- Provide administrative services to Team Leader(s)/Relationship Manager(s)
- Assist the Relationship Manager(s) to eliminate unproductive and/or doubtful relationships having regard for due diligence concerns
- Establish new contacts through existing contacts in the business and social environment
- Prepare monthly and quarterly statistical reports for management review
- Update Relationship Manager(s) on any arising client issues
- Attend to Relationship Manager(s) and client instructions in a courteous, efficient and professional manner at all times
- Attend sector meeting and other meetings called by management as a matter of priority
present
Philadelphia, PA
Assistant Relationship Manager, HZ IBG
Philadelphia, PA
Dare Inc
present
Philadelphia, PA
Assistant Relationship Manager, HZ IBG
present
- Effectively manages relationships with all working parties
- Develop marketing plan, call on target customers, negotiate and structure new deals
- Be a team player and contribute to team work
- To plan, monitor and manage new and existing account relationship in order to optimize return
- Familiar with China policies and regulations
- University graduate with major in either Banking, Finance or Accounting
- Effective communication and problem solving technique
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Drexel University
Bachelor’s Degree in Business
Skills
Skills
- Interpersonal skills - confidence, professionalism, integrity and strong sense of accountability
- Solid communication skills both written and oral. Strong organizational skills
- Good knowledge of financial analysis and understanding of the structuring of security arrangements
- Good interpersonal skills, proactive, organised, self-motivated, confident, flexible, ability to work under pressure and to tight deadlines
- Good working knowledge of credit legal principles, accounting, economics, and financial statement analysis
- Ability to establish/maintain credibility with customers and partners Strong on Microsoft Word, PowerPoint, Excel skills
- Strong organisational skills and attention to detail
- Good Excel and PowerPoint skills, together with the ability to manage databases and the bank’s IT systems
- To have the ability to prioritise own workload so that deadlines are met. Strong communication skills both verbal and written
- Demonstrated strategic ability– able to link Amex and customer goals
10 Assistant Relationship Manager resume templates
Read our complete resume writing guides
1
Assistant Relationship Manager Resume Examples & Samples
- Liaison with internal departments regarding execution and settlement of trades, delivery of securities, corporate action, payments and receipt of funds, renewal and repayment of loans
- Liaison with external counterparts and clients/prospects regarding account opening and client servicing matters
- Check daily transaction list to ensure trades are processed correctly, prepare and send trade confirmations to clients
- Input of client transaction orders into the system
- Preparation of RM’s business trip and client meetings
- Assist in other ad-hoc projects and client related matters
- Deputizing other ARMs on ad-hoc basis
- Works collaboratively and endeavours to build good working relationships with other key stakeholders
- Continuously upgrade of relevant skills and completion of CACS requirements on CPD hours
- Administrative support and other duties as assigned by higher management
- Degree Holder
- At least 5 years of ARM experience in a Private Bank
- Good spoken and written English is a must
- Preferably with an additional good spoken Asian languageGood inter-personal and communication skills
- Basic Bloomberg & Reuters
- Excellent administrative and execution track records
- Ability to provide organization and client focus solutions
2
Gcg-assistant Relationship Manager Resume Examples & Samples
- Ensures that the turnaround time is being for all products acquired
- Error rates for account opening are kept to the minimum
- Providing administrative support to CAW Relationship Managers and Sales Associates for banking account opening
- Diploma/Degree holders
- Preferably have some customer service related experience, not limited to banking
- Meticulous and able to work under stress
3
Assistant Relationship Manager Resume Examples & Samples
- Support a dedicated team of Relationship Managers s in running existing and onboarding new client relationships
- Independently resolve complex External Asset Managers' enquiries regarding account balances, activity and documentation, statement information and general product and service information
- Serve EAMs and respond to their requests independently, ensuring timely escalation and resolution of issues under the supervision of the responsible Relationship Managers. Provide telephone coverage for Relationship Managers on dedicated desk
- Ensure personal compliance with policies and procedures relating to all internal, client and prospect activity (including end-client payment orders)
- Assist the RMs in completing regular reviews and administration relating to External Asset Managers and end-clients
- Collaborate with the Front Office Support team (FOS) to ensure appropriate and timely coverage of client and Relationship Manager’s needs; for example, execution of activities such as account opening/closures, asset transfers and payments which will be actioned through the Front Office Support team
- Obtain PCIAM Level 6 qualification within a reasonable timeframe of commencing, if not already qualified
- Previous experience within Private Banking
- Solid communication skills both written and oral. Strong organizational skills
4
Assistant Relationship Manager Resume Examples & Samples
- Provide support to the private banker in client servicing and bank initiatives
- Provide support to the team as and when needed
- Ensure compliance to all Bank regulations and operational procedures
- Maintain effective relationships with Wealth Management Services, Business Management & Marketing, execution and operational functions in client service delivery
- Assist in opening and maintenance of accounts
- Execute client instructions and handle day to day account management and client interaction/requests
- Liaise with various functions and complete daily tasks in an efficient manner
- Prompt follow-up of pending cases
- Attain high level of accuracy in discharging the assigned tasks
- Provide back-up support to the team and coach new joiners as assigned from time to time
- Provide support in bank initiatives and projects
- Timely follow-up of tasks with PB eg KYC / credit reviews, call reports
- Prompt escalation of concerns/queries observed during day-to-day duty
- Knowledge sharing with peers
- Ensure correctness of order execution to avoid any operational loss
- Adhere to all internal rules and procedures and also the relevant regulatory requirements in order to protect the reputation of the Bank and also to ensure that the clients' interests are being looked after
5
Assistant Relationship Manager Resume Examples & Samples
- Closely Work with FI team members, counterparts in other countries, support functions and sector and product experts when and where appropriate to ensure timely dissemination of information and smooth delivery of products and services
- Assist to map clients' internal organization, establish primary contact with FI clients credit quality of the client portfolio
- Follow up closely on client/industry/market developments and work closely with FI management to refine and implement FI strategy in China
6
Assistant Relationship Manager Resume Examples & Samples
- The person will be responsible for assisting the Regional Head/Regional Manager for financial Institutional relationships in China
- In his/her capacity as ARM, (s)he will be responsible for driving Trade, Treasury & Remittance business from correspondent banks across region
- Will be maintaining relationship at Head office as well as branch levels across relationship banks in China to originate and execute trade & treasury business
- Will be meeting the budgeted revenue & volume targets under each category of business
- Introduce relationship banks to relevant internal teams for any other products for cross selling
- Maintain and develop MIS as well as market intelligence reports for management's review
- This Job may require travel
7
Assistant Relationship Manager Resume Examples & Samples
- Assist in maintaining core relationship through developing rapport with working level staffs of clients and obtain more understanding & insight of clients’ needs to maximize cross- selling opportunities for Korean corporates
- Search the information about the Global/Corporate Clients on regular basis to ensure timely dissemination to relevant ING team members and prompt response to client’s requests
- Market research to help identifying emerging trends & transaction to capture potential business opportunities
- Support the transaction process, efficiently coordinating with relevant counterparts – local account managers/industry/product team to optimize clients services
- Prepare the relevant client documentation and enhance marketing materials, providing value added inputs
- Administrative works for client coverage
- Ideally MBA or BA in finance or business administration
- Strong ability to manage client relationship with more than 2 years working experience as relationship manger or product banker in an international financial institution
- Good knowledge on Banking Products
- High level of sense to see the market and industry trends
- Proactive to assignment and flexible in work schedule
- High level of self-motivation and result-oriented approach
- Strong communication and interpersonal skills in working with/for internal/external clients
- Fluent in English and Korean, both verbally and written; and
- Display an eagerness to learn and strive for excellence
8
Assistant Relationship Manager Resume Examples & Samples
- Relevant banking experience and tertiary qualification
- Good knowledge of financial analysis and understanding of the structuring of security arrangements
- Interpersonal skills - confidence, professionalism, integrity and strong sense of accountability
9
Assistant Relationship Manager Resume Examples & Samples
- Support relationship managers in meeting the needs of clients and the business
- Staying updated on product knowledge to facilitate transmission of information to clients
- Executing trades, transactions and payments for clients
- Assist with the account opening process for clients
- Monitor and book deposits and loans ensuring smooth roll-overs
- Check the daily cash position of client accounts to ensure that adequate liquidity is available
- Assist in handling incoming and outgoing correspondence
- Proactive client management ensuring that annual reviews, updates of risk profile and expiring documentation are updated in a timely manner
- Provide a wide range of administrative support to relationship managers
- Establishing and maintaining an internal network of cross-divisional contacts
10
Assistant Relationship Manager Retail Business Resume Examples & Samples
- Track and record activities and maintain contact information in CRM. Help develop meaningful reporting metrics
- Create/ help create product pitch materials for distributors, sales materials for investors
- Wholesale activities (Conduct training sessions for sales people and seminar for investors)
- Coordinate and structure portfolio review, due diligence and research presentation meeting materials
- Learn and excel in using BlackRock’s proprietary systems to gather information about products, fund vehicles, client holdings and other critical information
- Attend some client/prospect meetings with team Relationship Managers with plans to assume ownership of smaller / appropriate relationships over time
- BA/BS required, emphasis on finance or economics preferred
- 3+ years of work experience in financial industry
- Strong client service skills including responsiveness, issue resolution, root cause analysis and process improvement
- Proficient in both written and spoken Japanese and English
11
Assistant Relationship Manager, CBD North Resume Examples & Samples
- Experience in customer management
- Demonstrated financial analysis skills going beyond traditional accounting based analysis
- Sound credit skills with the ability to present a well-motivated risk assessment and business proposition
12
Assistant Relationship Manager Resume Examples & Samples
- Ensuring the efficient and prompt administration of all aspects of client service delivery; including security trades, foreign currency conversions, loan drawdowns and rollovers, payments, invoicing and remittances
- Management of the account opening process and the administration of the asset onboarding process
- Communication of corporate actions to clients, advising them of their alternatives and accurately recording and processing client instructions
- Assist in handling incoming and outgoing correspondence with clients and other business units
13
Assistant Relationship Manager Resume Examples & Samples
- Assist Relationship Manager and team head for managing and developing corporate banking accounts in the areas of lending, trade finance, treasury, deposit etc
- Assist in assessment of credit risk, maintain and develop strong customer relationship
- Coordinate with other branches, divisions, related group companies for business promotion & cross-selling
- Prepare credit proposals, documentation and compile relevant reports as required
14
DBS Treasures Assistant Relationship Manager Resume Examples & Samples
- Achieve service standards as set out for Regional Treasures staff to develop and improve customer satisfaction and retention
- Ensure that all customer requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements
- Attend all relevant training and briefings
- Address and follow-up on customer service requests/issues daily eg. walk ins/answering phone calls and assist with completion of service related transactional orders &/or ad-hoc projects as assigned by Treasures Centre Manager
- Assist with the duties of the Treasures Service Officer for customer requests/ transactions
- Handle complex or time-consuming servicing of accounts
- To provide information on investment products and services offered by Wealth Client (only upon request by customer) and if customer is interested, refer to Treasures Relationship Manager for follow-up with sales process
15
Assistant Relationship Manager Resume Examples & Samples
- Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention
- Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of clients’ requirements
- Understanding of all desk administration and ability to manage the meetings and travel arrangements of RMs
- Understand client requirements and assist RMs in daily maintenance of account relationships
- Act as the client key interface over initiation of clients’ instructions, monitor funds for payment, prepare clients’ fax instructions, forms and loan disbursement instruction
- Ability to understand issues and appropriately escalate to Management in a timely fashion
- Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
- Ensure timely follow up on client calls / queries
- Ensure compliance with all regulatory requirements
- Track and follow up on outstanding documentation and client outstanding fee payments
16
Assistant Relationship Manager Resume Examples & Samples
- Support Relationship Managers (RMs) in the Japan Team to provide excellent service to high net-worth clients so as to achieve client retention
- Cover RMs for simple sales when required
- As client key interface over initiation of clients’ instructions, monitor funds for payment, prepare clients’ fax instructions, forms and loan disbursement instruction
- Work with Business Development Managers (BDMs) to ensure that the marketing team complies with the bank’s regulatory requirements as well as the expense reimbursement requirements
- Provide support to BDMs and assist them in tracking cost
17
Assistant Relationship Manager Resume Examples & Samples
- Provide full marketing and administrative support to the Relationship Manager
- Liaise with internal departments regarding execution and settlement of trades, delivery of securities, corporate action, payments and receipt of funds, renewal and repayment of loans
- Liaise with external counterparts and clients/prospects regarding account opening and client servicing matters
- Check the daily transaction list to ensure trades are processed correctly, prepare and send trade confirmations to clients. Input client transaction orders into the system
- Preparation in respect of RM’s business trips and client meetings
- Assist in ad-hoc projects, client related matters and any other administrative support required
- Deputizing other Assistant Relationship Managers on an ad-hoc basis
- Continuously improve relevant skills and completion of CACS requirements on CPD hours
- Effective management of Key Risk Indicator (KRIs)
- Adhere to pre-agreed key deliverables of process change/improvement projects
- Works collaboratively and build good working relationships with other key stakeholders
18
Assistant Relationship Manager Resume Examples & Samples
- University degree; preferably in a Financial Services or Business discipline, however this is not essential
- Preferably 2 years’ of experience in share plans and share registrations or a good working knowledge of the products
- The ability to demonstrate a strong customer services focus with excellent communication skills, the ability to work as part of a team and to set and achieve deadlines
19
Assistant Relationship Manager Resume Examples & Samples
- Develop and maintain good business relationships with clients
- Deal with enquiries from clients and their associated advisors such as their lawyers, brokers and auditors. Assist and attend company meetings (AGM's / EGM's /Court and review meetings)
- Agreeing and preparing timetables and advising departments of forthcoming corporate events
- Analysis of portfolio of clients and identify selling opportunities in order to maximise income derived from the relationship
- To have the ability to prioritise own workload so that deadlines are met. Strong communication skills both verbal and written
- Confident, friendly and professional manner
- Customer focussed attitude with the ability to remain diplomatic and tactful at all times
- Conscientious, thorough and accurate with good attention to detail and can see things through to completion
- ICSA Foundation course Some knowledge on how the LSE, CRESTCo and City Code operates
20
Assistant Relationship Manager Resume Examples & Samples
- Degree holder in Banking, Finance or equivalent
- Ability to communicate at all levels in an organization
- Refined interpersonal skills
21
Assistant Relationship Manager Resume Examples & Samples
- High levels of initiative, self motivation and time management
- Ability to influence and negotiate with customers both internally and externally and at all levels
- Ability to engage and gain commitment effectively across all communication platforms (via telephone, email & face to face)
- Ability to establish/maintain credibility with customers and partners
- Strong Microsoft Word, PowerPoint, Excel skills
22
Assistant Relationship Manager Resume Examples & Samples
- This is a front-line Sales position in the Consumer Cards Sales team, and is responsible for driving business, achieving monthly sales targets and acquiring new customers through consultative selling of our cards products via defined channels of acquisition [Retail, Corporate, Venue-sales]
- Tracking and reporting sales performance including pipeline, acquisition results and market conditions
- Set appointments, listen to customer needs and sell most appropriate product
- Researches and understands prospects before making the call
- Ensuring all performance standards are met viz. business targets, controls and compliance
23
Assistant Relationship Manager Resume Examples & Samples
- This is a front-line sales position in the consumer cards sales team, and is responsible for driving business, achieving monthly sales targets and acquiring new customers through consultative selling of our cards products through a defined channel of acquisition [Retail, Corporate, Venue-sales]
- Prospecting for new customers through existing leads and cold calling and maximizing lead generation
- Timely execution of all sales activities - leads, campaigns, referrals & any self generated leads
- Tracking and reporting sales performance including pipeline, acquisition results and market conditions
- Set appointments, listen to customer needs and sell most appropriate product
- Researches and understands prospects before making the call
- Ensures all applications are fully and accurately completed, and submitted properly
- Be the interface between Amex and the customer to resolve any application processing issues
- Drive the on-boarding of new customers and initiates spend enablement activities
- Keep up-to-date on products and competition
- Attend and participate in regular staff meetings
- Engages in regular portfolio planning to determine areas of focus & project accurate full year forecasts
- Attend relevant industry and partner conferences, tradeshows and networking events
- Ensuring all performance standards are met viz. business targets, controls and compliance
- Engaging with premium customers to build relationships, and delivering a positive customer experience while acquiring new customers
- Expansion of internal and external relationships, and drive sales results
- The position is also responsible for ensuring appropriate sales processes are followed, and the highest levels of controls and compliance are adhered
24
Assistant Relationship Manager Credit Card Sales Resume Examples & Samples
- Prospecting for new customers through existing leads and cold calling and maximizing lead generation
- Timely execution of all sales activities – leads, campaigns, referrals & any self generated leads
- Be the interface between Amex and the customer to resolve any application processing issues
- Keep up-to-date on products and competition
- Engages in regular portfolio planning to determine areas of focus & project accurate full year forecasts
- Attend relevant industry and partner conferences, tradeshows and networking events
- Engaging with premium customers to build relationships, and delivering a positive customer experience while acquiring new customers
- Expansion of internal and external relationships, and drive sales results
- MBA or Graduate
- Minimum 6 months of front line/field sales experience in financial services domain. Candidates with more than 12 months of experience in B2C, IT sales, Ecommerce, Travel, Lifestyle, Healthcare, Real Estate can also apply
- Consultative selling experience
- Proven track-record of meeting and exceeding sales goals
- Excellent verbal and written communication, relationship building experience in developing and executing successful sales strategies
25
Assistant Relationship Manager Resume Examples & Samples
- Support Relationship Managers in providing differentiated service to high net-worth customers and contribute to customer retention and growth
- Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service to exceed customer expectations
- Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions
- Assist Relationship Managers in the daily maintenance of customer relationships
- Serve as customers’ key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions
26
IPB Assistant Relationship Manager Resume Examples & Samples
- Manage walk-in customers
- Follow the engagement model prescribed by the bank for periodic interaction with the customers (includes client on boarding and relationship calling etc.)
- Foster team work and work toward optimization of team contribution
- 3-4 years’ banking experience ideally in client-servicing
- Good communication and problem solving skills
27
DBS Treasure Gsat Assistant Relationship Manager Resume Examples & Samples
- Grow and strengthen the wealth of high net-worth individuals and their families
- Based at our exclusive Treasures Centres, provide a differentiated suite of financial analysis and advise to meet the investment needs and objectives of this group of sophisticated clients
- Partner with an experienced team of product specialists, and with support from teams of innovative treasury sales and dedicated administrative staff members, offer expert guidance on customized solutions to customers, and provide them with professional service for all their banking, borrowing and investment needs round-the-clock
28
Assistant Relationship Manager Resume Examples & Samples
- Manage and monitor monthly client billing
- Supports in the collation and preparation of monthly client management metrics (service level agreement data, complaint data etc)
- Trouble shoots ad-hoc client queries utilising the Solium Shareworks™ application
- Supports client meetings, demonstrations, training sessions, user training sessions, and other client requests as required
- Prepares specifications and gap analysis documents for client requests for new functionality
- Participates in and supports client training events as required
- Strives to remain current with new industry developments to interpret impact on client plans
- Ensures client relationship is intact and proactively cultivated
- Ensures client satisfaction levels are maintained and increased appropriately
- Undergraduate degree in Business, Economics or Finance is preferred
- Demonstrated aptitude for learning new technologies
- Solid understanding of cloud-based technologies, e-commerce and equities; previous experience with Software-as-a-service solutions is an asset
- Knowledge of the financial services industry would be an asset
- Advanced Excel skills (ie. Pivot tables, vlookups, match/index function, etc.)
- Fluency in both written and spoken English is a must, including excellent written oral, and presentation skills
- Thrives in a dynamic and fast-paced environment and works well without direction
- Strong analytical and problem solving skills, proven attention to detail
- Demonstrated proficiency with common technology and technical concepts, including but not limited to email, internet, Excel and Word
- Demonstrated ability to prioritize and multi-task, including escalating when appropriate
- Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities
- An aptitude for learning quickly with a basic understanding of the Internet, e-commerce and equity compensation
- A deep belief in team success, collaboration and a willingness to adapt to continuous change
29
Assistant Relationship Manager, Melbourne Resume Examples & Samples
- Previous experience in a Travel Consultant role is a must
- Passion for travel and lifestyle
- Strong geography skills and knowledge of the travel industry
30
Assistant Relationship Manager Resume Examples & Samples
- Our transaction volumes are more predictable year over year
- We treat every transaction like it was our Mother buying a home - this is the most expensive financial transaction of her life and we are going to make the experience as smooth as possible for EVERYONE
- Conducting Real Estate Closings
- Scheduling Real Estate Closings
- Serving as an additional contact for agents within Derry, Manchester, Bedford & Amherst NRT Offices
- Assisting with responding to voicemails and emails when Relationship Manager is unavailable due to closings and sales calls
- Supporting and assisting with communication to real estate agents/lenders/customers responding to inquiries on statuses
31
Dealer Finance Assistant Relationship Manager Resume Examples & Samples
- Establish and maintain assigned dealer relationships and solicit additional business through a calling program or with F&I manager, general manager, and/or owner if applicable
- Identify opportunities to cross-sell additional bank products to clients, and work with IRM partners to develop dealer relationships with different bank services
- Responsible for ensuring that all necessary documentation and statements for assigned dealers is obtained on a timely basis and each dealer line is approved through the Dealer Review process annually
- Develop and maintain a thorough understanding of the Appro (application processing) system program
- Represent the Bank in a professional and mature manner
- Two years of college or comparable education and related training
- Minimum of 3 years experience in an indirect lending position
- Demonstrated capacity to achieve high levels of production and build relationships
- Demonstrated ability to work effectively with peers and customers
- College graduate
- Auto dealership experience
32
Assistant Relationship Manager Resume Examples & Samples
- KYC - on each client is up-to-date an disseminated correctly
- Credit - manage the credit process
- Client – knowing each client so you can respond quickly and efficiently to their needs
- Expenses – managing the expenses of the team
- Ensuring all requests are properly documented, properly initiated by clients, approved prior to processing through back offices / Advisory Desk / Olympic
- Checking clients’ signatures and legal documents, clients’ account balances to ensure there are sufficient funds/securities to cover the various operations
- Ensuring client instructions are carried out efficiently and timely (following up and monitoring the execution of transactions), confirming to clients the execution of transactions
- Ensuring client services are carried out within the policies and procedures of the Bank
- Inputting orders in Olympic (securities transactions)
- Making available to the client daily information on market evolution and financial instruments
- Sending subscription documents for products and services proposed by the WealthManager
- Preparing credit approval requests
- Becoming familiar with the clients of the assigned Wealth Managers in order to better assist them on a daily basis and to meet the clients’ demands in their absence (with prior approval from the Wealth Managers)
- Sending out weekly statements and discussing with client
33
Assistant Relationship Manager Resume Examples & Samples
- Support Relationship Managers in providing excellent service to high net-worth clients so as to achieve client retention and growth
- Partner Client, Business Support and service providers to ensure timely transaction processing and service delivery of client's requirements
- Understand client requirements and assist RMs in the daily maintenance of client relationships
- Act as the client's key interface over initiation of client's instructions, monitoring funds for payment, preparing client's fax instructions, forms and loan disbursement instructions
- Ensure timely follow up on client calls/queries
- Initiative account openings / closure / update instruction checklists and interface with client to ensure completion of all required documentation
- Track and follow up on outstanding documentation and all outstanding fee payments
34
Ipb-assistant Relationship Manager Resume Examples & Samples
- Complete documentation for clients transaction/investment needs
- Resolve customer queries received through various channels (Email/Phone/etc.)
- Follow the engagement model prescribed by the bank for periodic interaction with the customers (includes client on boarding and relationship calling, etc.)
- Drive service initiatives and assist clients and relationship managers towards delivering seamless service
- Ensure to follow laid down processes and controls of the bank and regulators
- 3-4 years’ strong banking experience ideally in client-servicing
35
Assistant Relationship Manager, IWM Resume Examples & Samples
- To assist the Relationship Manager(s) in providing top quality service for our high net worth clients at all times in order to preserve our strong reputation for courtesy, efficiency, and stability as well as to cultivate the bank's image and perception as a service leader. To support the Relationship Manager(s) as a liaison with Spanish and UK Desks as part of our International Wealth Management division
- Perceive cross selling potential for the CS Group
- Attend sector meeting and other meetings called by management as a matter of priority
- Prepare monthly and quarterly statistical reports for management review
- Ensure timely follow up on pending documents
- Provide administrative services to Team Leader(s)/Relationship Manager(s)
- Experience within Wealth Management and HNW clients or related experience in similar capacity is required
- Excellent written and verbal communication skills; outstanding client-oriented mentality, pro-active team player, diligent, careful, drives initiatives, able to work in a fast moving environment and in charge of time management
- Must have completed CACS papers 1 and 2
- Keen interest and desire for extensive knowledge of financial markets and investments; knowledge of Reuters, Bloomberg and related banking systems is favored
36
Cred Assistant Relationship Manager Resume Examples & Samples
- Analyzes financial data related to requests for commercial real estate and commercial construction loans
- Presents facts to Commercial Relationship Managers (CRM) concerning applicant’s credit worthiness. Prepares Credit Request submission for loan approvals and other credit actions
- Assists Commercial Relationship Managers (CRMs) in managing day-to-day details for larger relationships, maintaining contact with clients and resolving issues
- Reviews and monitors commercial and/or real estate loan documents for accuracy, completeness and adherence to approval conditions
- Tracks financial reporting, annual financial reviews, and covenant compliance for portfolio
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training
- Provides leadership for other Underwriters within the unit and may manage/supervise associates by assigning work and resolving problems
- Provides advanced analysis and support to the CRM
- May directly manage a portfolio of smaller credits
- Bachelor's Degree in Business, Finance, Accounting, or other related field or the equivalent in education in experience
- Previous business or banking experience
- Ability to analyze financial conditions, financial statements, and tax returns
- Ability to understand business relationships and business entity structures
- Good written and verbal communication
- Ability to work effectively with individuals and groups
- 5+ years of relevant credit analysis or commercial underwriting experience
- Advanced analytical and problem solving skills with prior consumer, and commercial lending experience, wide-ranging and in-depth knowledge of industry practices
- Advanced credit and credit quality skills including accounting, financial statement spreading, and cash flow analysis experience
- Advanced knowledge of credit policies, procedures, practices and documentation
37
Assistant Relationship Manager Resume Examples & Samples
- To assist the Relationship Manager in maintaining a portfolio of existing clients to ensure that targets are met
- To ensure the delivery of market leading service to clients and acts as the principal point of contact on a portfolio in the absence of the Relationship Manager
- Deal with customers’ general account queries
- To timeously obtain information on clients required by the Relationship Manager to manage risk and maintain relationships on clients portfolio, to vet such information for completion and correctness and ensure such information is readily accessible
- To ensure that all reporting requirements on the portfolio are met promptly and completely and to work with the relationship Manager in fulfilling reporting requirements
- To maintain a detailed and up-to-date record of all action items on a particular client and to record the progress in completing such action items on a particular client and to record the progress in completing such items and escalate any shortcomings in the resolution of such plans to the Relationship Manager
- Degree holder with broad banking experience and product knowledge, demonstrating adaptability, flexibility and initiative
38
Assistant Relationship Manager Resume Examples & Samples
- Works with Relationship Manager to manage assigned customer relationships and loan portfolios
- Assists Relationship Manager with identifying prospects and opportunities with existing clients as part of U.S. Bank’s Building Deeper Relationships (BDR) initiative. Accompanies Relationship Manager on customer/prospect calls
- Spreads and/or analyzes financial statements of potential and existing customers utilizing the bank’s accepted analytical credit criteria
- Prepares and/or oversees the preparation of loan applications and supporting documents and loan information sheets for new and existing accounts. Works with Relationship Manager in monitoring customer accounts and loan portfolios to detect changes that might affect their credit standing. Conducts credit investigations when necessary
- Updates trending reports and makes recommendations to Relationship Manager for approvals and/or changes to new or existing credit lines. Utilizes trend reports to identify deterioration or improvement in risk factors which might affect a customer’s rating
- Interacts with clients/prospects Acts as liaison between Relationship Manager and other departments, as required. Provides backup to client/prospect when Relationship Manager is unavailable
- Stays abreast of current market/industry news and events and participates in industry trade groups, etc.)
- Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position
- Strong sales and relationship management skills
- Experience in public finance, higher education and/or non-profit sector
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Assistant Relationship Manager Resume Examples & Samples
- Acting as a liaison between customers and lawyers for any redemption´s or lump sum reductions
- Making sure that mortgage applications are sent to the Mortgage Sanctioning and Processing Unit, keeping the database up to date in regards to pipeline business to give you an insight on leads and opportunities
- Assist the Mortgage Manager in any ad hoc projects or general enquiries
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Assistant Relationship Manager Resume Examples & Samples
- Work towards target goals set in KPI and to assist Relationship Managers to solicit/explore new customers and business with good credit quality
- Ensure full compliance with the codes & ordinance set by the Government and the regulatory authorities, as well as the Bank’s policies, standards, guidelines & procedures
- For punctual submission of credit reviews, well prepare supporting documents and various reports as required
- To monitor account performance to ensure good utilization of facilities and to control overddue situtations, if any
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Assistant Relationship Manager Resume Examples & Samples
- Good Credit experience gained in a Relationship Management role, including writing credit papers
- Good communication, networking and influencing skills
- Interest in developing an expertise with regards to credit assessment and external contacts
- Good Excel and PowerPoint skills, together with the ability to manage databases and the bank’s IT systems
- Lending, Credit Analysis & Decisioning - Analyse the credit and risk implications of credit proposals and make well-informed lending decisions to grow profitable business
- Communication and Influencing – genuine two-way communication to achieve consensus and progress
- Planning and Priority Setting – getting things done effectively and efficiently
- Teamwork and collaboration – working together to deliver results
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Assistant Relationship Manager, HZ IBG Resume Examples & Samples
- To plan, monitor and manage new and existing account relationship in order to optimize return
- Ensure the accuracy of the facility’s regulatory administration and legal documentation, prepared for the purpose of ensuring bank’s exposure to client is legitimate and enforceable
- Perform timely facility documentation and administration, ensuring adherence to prevailing laws and banking regulations. Servicing customers and attend to their banking requirements
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Assistant Relationship Manager Resume Examples & Samples
- Credit Management - Monitor and control decisioned and drawn credit, balancing long-term asset quality with customer needs - Level 2
- Customer Relationship Management – Engaging the Customer and adding value - Level 2
- Communication and influencing – genuine two-way communication to achieve consensus and progress - Level 2
- Planning and priority setting – getting things done effectively and efficiently - Level 2
- Teamwork and collaboration – working together to deliver results - Level 2
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Assistant Relationship Manager Resume Examples & Samples
- Strong risk and security awareness
- The successful candidates must have a proven track record in managing relationships with internal & external stakeholders
- Experience of extensive credit preparation / delivery experience OR Wealth Management experience
- Good Excel and IT skills, together with the ability to manage databases and the proven ability to manage the Banks IT system
- Results Focus – achieving results resiliently
- Customer Service - To provide consistently superior service to staff and customers in a proactive and responsive manner that clearly differentiates AIB from competitors
- Teamwork and collaboration -working together to deliver results
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Assistant Relationship Manager Resume Examples & Samples
- Marketing Support
- Attend to Relationship Manager(s) and client instructions in a courteous, efficient and professional manner at all times
- Assist the Relationship Manager(s) to eliminate unproductive and/or doubtful relationships having regard for due diligence concerns
- Establish new contacts through existing contacts in the business and social environment
- Update Relationship Manager(s) on any arising client issues
- Responsible for proper system and file maintenance
- Prepare A/C opening documents and maintain rigid control on A/C documentation and compliance standard for Team Leader(s)/Relationship Manager(s) in order to relieve their administrative work as much as possible
- Comply with the bank’s directives and policies with particular emphasis on due diligence, money laundering and procedures in order to protect the bank’s interest
- Supply customized accounts statements and valuation reports, on an ad-hoc or regular basis
- Strong academic background is required. A professional qualification in banking, finance, law, accounting, CFA or aspiration is preferred
- You will have completed CACS papers 1 and 2
- Keen interest and desire for extensive knowledge of financial markets and investments; knowledge of Reuters, Bloomberg and related banking systems is favoured
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Assoc Assistant Relationship Manager Resume Examples & Samples
- To plan, monitor and manage existing account relationship in order to optimize return
- To actively promote products and services of the Bank
- Deliver quality underwriting recommendations based on sound judgment, and a systematic and consistent approach in line with Bank’s credit policies
- Manage and ensure risk of the business is within tolerable level especially NPL risk
- Effective communication and problem solving technique
- Sharp business & customer focus
- Strong credit and risk skills
- Credit risk assessment
- At least 2 years of banking/credit experience
- Good risk assessment skills
- Sound products & industry knowledge
- Familiar with China policies and regulations
- University graduate with major related to either Banking, Finance, Accounting or Trade
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Assistant Relationship Manager Resume Examples & Samples
- One to three years of experience in lending/account management activities
- Some knowledge of lending interest rates, loan terms and conditions, and real estate methodologies
- Effective interpersonal, verbal and written communication skills
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Assistant Relationship Manager Resume Examples & Samples
- Assist in the management of a portfolio of relationships to ensure timely reviews, good housekeeping and excellent client service
- Assist in revenue development from clients
- Assist in the structuring of credit facilities to achieve client satisfaction and optimise risk/return metrics
- Assist in preparing credit proposals (including preparing of in-depth credit risk analysis and close follow through of the credit approval) and managing the documentation process
- Assist in 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
- Some experience in Shipping, Aviation and asset-based finance would be beneficial
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Assistant Relationship Manager Resume Examples & Samples
- Experience in banking or financial industry
- Understanding of relationship management in a customer delivery role
- Strong analytical ability to interpret financial trends and security arrangements structure and excellent negotiation skills
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Global Payment Analyst & Assistant Relationship Manager Resume Examples & Samples
- Keep current on global economic and financial trends, as well as banking laws and regulations
- Develop strong understanding in bank financial statements
- Process trade transactions; Letters of Credit review, pricing proposal, negotiation of terms and credit approval
- Learn all Wholesale Banking deposit products and Treasury Management services for effective sales
- Learn transaction banking products to assist relationship managers sell to correspondent banks
- Strong Microsoft Excel Proficiency
- Strong interest in international banking
- Ability to prioritize under pressure
- Trade finance knowledge is a plus
- International banking experience is a plus
- Foreign language proficiency is a plus
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Commercial Banking Assistant Relationship Manager Resume Examples & Samples
- Analyzes financial data and prepares comprehensive written analyses
- Analyzes portfolio credit quality and assists Relationship Manager in presenting credit requests to Credit Approval
- Identifies products and services that meet customer needs and making appropriate referrals
- Higher levels have their own assigned client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager
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Assistant Relationship Manager Resume Examples & Samples
- Undertake administrative tasks and inputting in liaison with Banking Administration, Investment and Credit Services
- Assist the SRM/RM in developing and maintaining client relationships
- Prepare/ review documentation for new accounts and assist in the NBAC/ EBAC meeting
- Assist in the preparation and presentation of client reviews
- Ensure that clients’ calls are always attended to promptly and efficiently. Respond to clients’ enquiries ensuring that they are resolved to the client’s satisfaction, or referred if appropriate
- Comply with all regulatory and Wealth Management policies and procedures, considering risk management at all times. Identify opportunities to improve procedures to the benefit of our clients whilst aiding in the implementation of change
- Provide holiday and sickness cover and be an integral part of the WM team
- Participate or contribute in any WM projects as appropriate
- Awareness and understanding of the Bank’s products and services
- Administrative duties to include
- Client Communications
- Opening/closing of accounts/portfolios
- Maintenance of accounts (KYC/Due Diligence database)
- Preparing and checking inward and outward payments
- Inputting
- Deposit roll-overs
- F/X tickets
- Credit cards (issuing and cancelling)
- Provide statements of account and confirmation of trades
- Complete name searches using approved search engines
- Investigate client queries in a timely manner, ensuring that appropriate action is taken
- Transaction monitoring and reporting
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Assistant Relationship Manager Resume Examples & Samples
- Good working knowledge of working with systems, MS Word, Excel and Powerpoint
- Meticulous and detail-oriented
- Self-driven, enjoys challenges in a dynamic environment and able to work independently as well as in a team
- High level of drive, initiative and able to work within timelines
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Assistant Relationship Manager Resume Examples & Samples
- Support Relationship Managers to provide a full travel, lifestyle and card service to Centurion Card members
- Build strong relationships and stay in regular contact with clients
- Stay up to date with every customer’s lifestyle choices
- Find new ways to offer a better experience
- Tailor products and services to every customer’s unique needs
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Assistant Relationship Manager Resume Examples & Samples
- Deal with enquires from clients and their associated advisors such as their lawyers, brokers and auditors
- Assist and attend Company meetings (AGM’s/EGM’s/ court and review meetings)
- Agreeing and preparing timetables and advising departments of forthcoming corporate events such as dividends
- Identify selling opportunities in order to maximise income derived from the relationship. Maintain accurate management information on Clients and services taken
- Good interpersonal skills, proactive, organised, self-motivated, confident, flexible, ability to work under pressure and to tight deadlines
- Good Excel, Word and Outlook skills
- ICSA Foundation course certificate
- Some knowledge of how the Stock Exchange and Crest operates
- Experience in the Share Registration industry (or some other relevant financial service position)
- Experience working in a client/customer service role
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Assistant Relationship Manager Resume Examples & Samples
- Support development of marketing plan, support call on targeted customers, negotiate and structure new deals (whether on advisory or arranging)
- Support end-to-end execution of transactions (from credit preparation to financial close)
- Monitor the continuing risk and conduct reviews/internal reporting in a timely manner
- To assist in industry research and also in supporting team leaders/head in industry concurrence (per DBS policy)
- Servicing customers and attend to their banking requirements. Perform timely facility documentation and administration, ensuring adherence to prevailing DBS policies, laws and banking regulations
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Assistant Relationship Manager Resume Examples & Samples
- New Card Acquisition from the sales team % of acquisitions that are HVCM
- First year attrition rate Controls and compliance defects
- Strong sales and customer focus
- Strong relationship and influencing skills
- Demonstrate personal excellence
- MBA with 0 to 3 years experience or graduate with 1 to 4 years of experience
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Assistant Relationship Manager Resume Examples & Samples
- This is a front-line sales position in the consumer cards sales team, and is responsible for driving business, achieving monthly sales targets and acquiring new customers through consultative selling of our cards products through a defined channel of acquisition [Retail, Corporate, Venue-sales]
- Timely execution of all sales activities – leads, campaigns, referrals & any self-generated leads
- Consultative selling experience (proven track-record of meeting and exceeding sales goals)
- Excellent oral and written communication, relationship building experience in developing and executing successful sales strategies
- High levels of initiative, self-motivation and time management
- Ability to establish/maintain credibility with customers and partners Strong on Microsoft Word, PowerPoint, Excel skills
