Associate Relationship Manager Resume Samples
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Associate Relationship Manager Resume Samples
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SR
S Rau
Sydnie
Rau
3198 Thora Villages
Los Angeles
CA
+1 (555) 509 7034
3198 Thora Villages
Los Angeles
CA
Phone
p
+1 (555) 509 7034
Experience
Experience
Detroit, MI
Associate Relationship Manager
Detroit, MI
Johnson-Hilll
Detroit, MI
Associate Relationship Manager
- In partnership with the NWOs, work to improve organizational health and performance. Diagnose challenges through analysis and assessment of financial reports and other supporting documents. Recommend strategies to maintain and develop optimal network organizational health and growth, which may include a potential training plan for the Board, executives, and/or staff. Assist network members with improving procedures and adopting best practices as requested
- Support the RM on day-to-day activities including client planning, pipeline management, coordination with product partners and ensuring data and call reports are accurately and timely updated
- Work with Organizational Assessment Division in preparation for program reviews of network organizations, understand the organizational health issues in relation to network organizations’ lines of business and provide comments to discovery and draft reports. Provide input and/or produce write-ups for the PROMPT Portal on each organization in coordination with quarterly Organizational Health Tracking System (OHTS) meetings. Develop action plans in coordination with network members to address items raised through the assessment process
- The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organisational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk
- Assisting the Relationship Manager with account planning by acting as an account researcher
- Provide ongoing risk monitoring in areas concerning Global Standards and Anti-Money Laundering & Sanctions alerts, and act as an escalation point for risk issue response
- Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
Philadelphia, PA
Retirement Plan Associate Relationship Manager
Philadelphia, PA
Robel, Sauer and Orn
Philadelphia, PA
Retirement Plan Associate Relationship Manager
- Assist with the fiduciary process implementation for multiple clients using a standardized process
- Assist and coordinate mutual fund updates on multiple recordkeeping systems at once
- Track business activity - manage pipeline reporting for multiple advisory practice locations
- Assist with plan conversions to various recordkeeping platforms
- Assist with multiple client and practice related projects at one time
- Research client/participant questions using the recordkeeper and vendor websites
- Prepare and facilitate reports and presentations for quarterly client materials/meetings
present
Phoenix, AZ
International Subsidiary Banking Associate Relationship Manager
Phoenix, AZ
Tromp Inc
present
Phoenix, AZ
International Subsidiary Banking Associate Relationship Manager
present
- This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring
- Provide general support to the Relationship Manager in servicing client relationships and enhancing income generation
- Supporting one or more International Subsidiary Banking Relationship Managers on a portfolio of corporate accounts
- Prepare briefing notes for Relationship Management team and senior management in advance of key client meetings
- Monitor income generation and effectively manage the financial reporting & analysis for the portfolio
- Establish strong relationships with key individuals in clients’ management teams
- The role is a part of the CBC team and is responsible for managing smaller clients while ensuring the S/CBMs provide exceptional customer service whilst delivering income growth, improving efficiencies and embracing corporate initiatives
Education
Education
Bachelor’s Degree in Supervision
Bachelor’s Degree in Supervision
Southern Illinois University Carbondale
Bachelor’s Degree in Supervision
Skills
Skills
- Strong analytical abilities buttressed by a foundational knowledge of accounting, including financial statements knowledge
- Organized, self-motivated and the ability to learn quickly
- Good working knowledge of Microsoft Office, including Word, Excel and Outlook
- Considerable knowledge of financial products and services
- Develop new and profitable business
- Good verbal and written communications skills and the ability to deliver compelling presentations
- Basic financial, wealth management, estate planning and financial planning knowledge
- CCB culture that enables teams to deliver remarkable experiences to prospects
- Ability to pay attention to detail
- Excellent interpersonal skills
15 Associate Relationship Manager resume templates
Read our complete resume writing guides
1
Sales Associate Relationship Manager Resume Examples & Samples
- In-depth knowledge of investment products and services usually acquired through training and experience
- Analytical and organizational skills are needed to research and suggest strategy or solutions
- Ability to manage conflicting priorities and heavy workflow is a must
- Leadership skills are required to champion sales staff and prospect needs and to assist in the development of partners and peers
- Advanced level skills in Microsoft Office products are required
- Sales support experience a plus
- Proficiency in PowerPoint, Excel and Adobe Writer required
- Progress toward industry certification preferred
- Series 7 and 63 licenses required and must be obtained within the first 90 days within the role
- Progress toward the CFA also a plus
2
Associate Relationship Manager Resume Examples & Samples
- Minimum 4 years of experience in commercial banking
- Minimum 2 years of credit analysis, documentation or accounting experience
- Bachelor’s or MBA degree in Business, Finance or related area preferred
- Working knowledge of credit, accounting, credit policy and financial statement analysis
- Completion of formal credit training at a financial institution
- Excellent ability to analyze credits, as well as detailed knowledge of lending structures and sources and uses of cash
- Ability to work autonomously in making sound business decisions commensurate with experience and level of authority
- Excellent organizational and problem solving skills
- Ability to multi-task is essential
3
Associate Relationship Manager Resume Examples & Samples
- Bachelor's degree in Accounting, Finance, Business or Economics preferred
- Generally acquired two or more years sales/client service experience preferably in financial services industry
- Basic presentation skills
- Basic financial, wealth management, estate planning and financial planning knowledge
- Strong interpersonal communication skills with a consultative sales style
- Considerable knowledge of financial products and services
- Organized, self-motivated and the ability to learn quickly
- Able to use PC based programs and applications effectively (e.g. Word, Excel, Power Point) as well as Internet applications and Lotus Notes functions
4
Associate Relationship Manager Healthcare & Not for Profit Cz Resume Examples & Samples
- Working within a small team environment, the Relationship Manager will be expected to service existing and prospective client needs through value add product solutions. Beyond loan products, this role includes strategizing with solution partners from Treasury Management, Wilmington Trust, M&T Insurance, M&T Realty Capital Corporation, as well as other major business lines at M&T
- Loan structuring and credit underwriting requests consistent with Bank policies and guidelines are an essential part of the role. Credit products generally include bonds, construction financing, term loans, letters of credit and lines of credits
- Meet annual performance objectives that will include new business production, call goals and portfolio profitability
- Develop and maintain relationships with clients, prospects and centers of influence that will include social events and activities in the evening
- Maintain industry knowledge in support of the specialty lending role
- Represent the Bank in civic and community activities
- Minimum Qualifications Required
- Bachelor’s degree level or in lieu of a bachelor’s degree, four years of relevant work experience
- Two years of relevant sales experience
- Ideal Qualifications Preferred
- Ability to sell effectively to prospects, clients, managers and peers
5
LC Associate Relationship Manager Resume Examples & Samples
- Expanding client relationships and promoting product penetration across High Grade, High Yield, Leveraged Finance, Equity, Structured Finance, Derivatives, Forex, Cash Management, and Trade Services and across geographies
- Assist in the build out of sector content and in the implementation of strategic business development initiatives across the sector
- Research and develop targeted and tailored solutions designed to help our clients achieve their strategic objectives
- Create literature, design pitch books and assist in event planning for clients and prospects
- Participate in and support of all aspects of relationship management client coverage duties, including regular meetings with c-suite executives, pitches, collaboration with product partners and client planning exercises, follow up and implementation
- Appreciation of the changing economic, social and governmental environment in the U.S
- Developing professional expertise and credibility within business
- Good prioritising, organisational and time management abilities
- Good verbal and written communications skills and the ability to deliver compelling presentations
6
Associate Relationship Manager Resume Examples & Samples
- Work closely with colleagues to gain a thorough understanding of TD Asset Management’s institutional products, services and investment processes
- Build a solid, productive working relationship with the Relationship Management, Business Development, Portfolio Management, Product Specialist and Client Service teams
- Maintain and expand existing institutional client relationships and identify revenue growth opportunities
- Communicate with Investment Consultants to help build their understanding, respect for and relationships with TD Asset Management
- At least three years of financial services experience in an institutional sales, marketing, relationship management or investment consulting environment would be preferred
- Able to thrive in an intellectually challenging, fast paced, time sensitive, exciting team environment
- Effectively manage multiple assignments to successful implementation
- Ability to identify issues, collaborate on resolutions and implement innovative solutions
- Ability to work across teams and manage through influence; promotes a team rather than an individual approach
- Self motivated and highly organized
7
Commercial Real Estate Associate Relationship Manager Resume Examples & Samples
- Assist the Team Leader in administration of the Low Income Housing Tax Credit portfolio. Responsible for an assigned portfolio of conventional commercial real estate loan and/or deposit relationships with businesses in WNY
- Solicits new business, cross sells, administers and services existing business relationships
- Monitoring quality and performance of the LIHTC portfolio
- Origination, underwriting, and closing of new LIHTC investment opportunities working both directly with developers and with tax credit syndicators. Some travel required
- Coordination with Finance, Accounting Policy, CRA and other departments to ensure proper reporting of the LIHTC portfolio and to develop annual investment strategy
- Services customers seeking routine loan and/or deposit relationships with the Bank, interviews applicants to develop information concerning their businesses and requirements, evaluates credit information and makes relationship recommendations
- Maximizes the Department's profitability through the maintenance of a high quality loan and LIHTC investment portfolio
- Follows current loans and investments to ensure conformity with terms; maintains current and complete credit file
- Follows current trends in affordable housing and community development finance
- Follows regulatory environment as it pertains to public welfare investments
- Bachelor’s Degree and relevant work experience
- Working knowledge of accounting principles
- Ability to sell effectively to prospects, clients, and LIHTC syndication partners
- Commercial banking sales experience preferred
- Financial analysis and knowledge of credit principles
- Strong working knowledge of accounting and tax principles
- Investment real estate analysis/discounted cash flow analysis
- Knowledge of affordable housing programs
- General knowledge of banking and the Bank's various commercial fee based products
- Applied knowledge of Bank policies and procedures
8
Wealth Associate Relationship Manager Resume Examples & Samples
- ARM's manage functional responsibilities associated with wealth management as may be assigned or directed by the ARM's manager, including potentially the following functions
- Establish and update periodically our understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor directly assigned investment accounts for adherence to investment and asset allocation objectives and policies
- Meet revenue growth, profitability, and retention goals by supporting the development of new clients, expanding services, and marketing new products to existing clients. Successfully participate in the BB&T Decathlon sales management process
- Establish and maintain excellent working relationships with various product and service specialists (IRM partners) who are designated to support wealth client service and development efforts
- Keep abreast of changing economic, legal, financial planning, investment trends, and general market and business issues impacting affluent clients
- Work within the existing audit, compliance, and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships
- Bachelor's Degree or equivalent industry experience, preferably with concentrations in personal financial planning, investment management, business administration, accounting, finance or banking, or equivalent education and related training
- Fundamental knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts, and understanding of retail credit and traditional retail bank products for the affluent market
- Strong interpersonal, sales, and relationship management skills
- Industry applicable licenses such as Financial Industry Regulatory Authority (FINRA) Series 7 and 63 ,65 or 66
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
9
Associate Relationship Manager Inbound Coverage Resume Examples & Samples
- Contact point and support to the client service team and the advisory team and involvement in securing the customers’ access to product and advisory specialists for all Commercial Banking, Corporate Finance and Investment Banking products
- Support the RM in a value-oriented management of customer portfolios, in particular within loan applications including pricings, covering inbound customers
- Producing business plans and presentations for individual customers and providing support during the implementation of these, involving the advisory (where applicable) and client service teams or further product specialists
- Monitoring customers intensively and in a timely manner in order to be in a position to identify customer needs and be able to offer concepts for solutions in alignment with the responsible RM (as part of the client service team) Preparing, providing support during and post-processing of negotiations and discussions with customers
- Providing market intelligence focusing on competitors, product developments and comprehensive analyses of companies and their sector
- Taking responsibility for carrying out on-going analyses of credit worthiness and identifying risk signals of all customers assigned to you, working with the Risk Management department and initiating necessary measures to reduce risk according to the instructions of and in consultation with the RM
- Marketing, Business development and controlling of instruments made available
- Sales and Negotiation Skills
- High level of English and Japanese
- Strong ability to react with flexibility in the changes of the environment is preferred
10
Associate Relationship Manager Resume Examples & Samples
- Develop and maintain working knowledge of CIBC’s full breath of products and services for Banks, with particular focus on trade finance product
- Maintain current knowledge of the financial services industry and financial markets, as well as the economic and political environment in Canada and countries within the portfolio of accountability
- Be alert to competitive information and its effects on market strategies
- Participate in relevant industry events
11
Associate Relationship Manager Resume Examples & Samples
- Assist in executing integrated sales, relationship, and credit strategies that are in alignment with the regional business plan to achieve desired revenue and service hurdles
- Work closely with Commercial Banking Relationship Managers to provide product specialists with qualified referrals for cross-sell
- Assist in closing deals across all products
- Ensure safe and sound underwriting/credit practices are followed to promote sound lending activity
- Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information
- Accompany bankers on customer site visits, when appropriate
- Be familiar with Citibank credit policies and practices and regulatory policies, to assist unit in achieving compliance with the above and satisfactory ratings from internal and external auditors
- Support the bankers in underwriting requests for credit extensions for new/existing clients, and in writing annual reviews
- Assist with the preparation and presentation of loan committee packages
- Perform credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to determine repayment capacity based on cash flow statements, tax returns, and statements
- Perform industry and geographical research and other due diligence as needed
- Execute integrated sales, relationship, and credit strategies
- Undergraduate business degree required
- Minimum of 2 years banking experience preferably in Commercial Banking with formal commercial credit training (i.e. Credit College)
- Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry and competitive analysis and projections
- Strong written and verbal/presentation communication skills
- Problem recognition and resolution skills
- Ability to work independently and also effectively within a team
12
Associate Relationship Manager Resume Examples & Samples
- Identify and communicate product and service enhancement opportunities to clients
- Provide proactive support to clients
- Provide proactive and reactive practical and general advice to clients on Transaction / Product based enquiries
- Monitor the integrity of the revenue numbers
- Liaise with Risk Management and Credit Admin to ensure availability of credit facilities to support business requirements
- Language skills: Japanese (Native), English (daily conversation level)
- PC Skills: Word, EXCEL (function program to be preferable), Power Point
- Banking Business knowledge: In-depth knowledge / experience in all aspects of transactional banking is preferable
- Previous experience in Corporate Banking Front / Middle / Back or support function or credit risk management is preferable
13
Associate Relationship Manager Resume Examples & Samples
- Responsible for the on boarding of products and services for existing and new clients, identifying, referring and fulfilling on new opportunities as appropriate, promoting collaboration amongst Business Banking relationship team and partners
- Provides direct support to clients with all lending and non-lending activities. Develops a strong knowledge of client’s operational requirements in order to provide financial solutions (primarily Cash Management and Deposit Solutions) that add value to the customer’s needs and goals, while driving revenue growth
- Providing credit and sales support for Relationship Managers (RMs) to enable the identification, planning and delivery of solutions for client and prospect needs
- Being the service champion for Business clients including coordination of the service team, focusing on ensuring the client experience in delivered effectively through appropriate service partners. Acts as the Problem Resolution champion leveraging appropriate partners to resolve client concerns
14
Associate Relationship Manager Resume Examples & Samples
- All listed companies or
- Consolidated Turnover in excess of EUR 250 million
- You keep various systems up-to-date, particularly Grid and the CRM system (Vantage)
- You monitor Client Profitability and the realisation of team objectives
- You monitor and perform Customer Due Diligence and related compliance processes in support of the Relationship Manager/Sector Head
15
Associate Relationship Manager Resume Examples & Samples
- Put clients first. Excels in responding to requests quickly and reliably and ensure banking products and services operate smoothly
- Demonstrate a professional service standard for responding to clients and colleagues
- Take ownership of service requests & problem resolution at first point of contact, leveraging partners for effective resolution and advising the RM of potential escalation/major issues
- Meet with all new clients following up proactively using the 2x2x2 contact strategy to ensure that the client’s noncredit needs are satisfied. Provides support as a member of the tripod Relationship Management Team
- Prepare and pre-plans prior to each meeting or call with a client. Clearly outlines to clients the expected steps of every process and keep them apprised of the status of their inquiry/request. Ensures problems are resolved to the client’s satisfaction, leveraging partners for effective resolution and advising the RM of potential escalation/major issues
- Deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client. Educates clients on available servicing and day to day banking channel options (Branch, ATM, Cash Management, Credit Card and Deposit Solutions) to make it easy to do business
- Participate in client reviews with the RM and provide effective back up support in RM’s absence to ensure a high level of customer service continuity
- Assist and participate with the RM to recognize client milestones, and show appreciation in appropriate ways for main contacts regularly dealt with
- Share responsibility with RMs for a robust CRP and client action plans, ensuring strong contact management routines are in place
- Minimum entry Bank requirements
- At least a Diploma in Management, would be an asset
- 5 years Banking experience preferably in Lending
- Sound knowledge of the bank’s products and services, cash operations/policies
- Ability to pay attention to detail
16
Treasury Services Senior Associate Relationship Manager Resume Examples & Samples
- Relationship activities pertaining to assigned TS accounts and clients
- Client engagement and client events in assigned client countries
- Minimum Education : Bachelor or Master's Degree or Professional Qualification
- Minimum Experience : 4 - 5 years in financial services
- Excellent communication skills, including good written and spoken command of English plus Thai language required
17
Private Wealth Associate Relationship Manager Resume Examples & Samples
- Show an intent to pursue an RM career path
- Work under supervision of multiple SRMs, yet build personal relationships with clients and intermediaries by initiating client communication and actively participating in meetings
- Exhibit strong focus on daily capital market activities and deep understanding of Atlantic Trust investment platform and offerings
- Exhibit a strong understanding and use of asset allocation tools for analysis and portfolio management
- Possess strong understanding of performance reporting and calculations
- Monitor portfolio and relationship activity and follow account administration procedures
- Process trades and limited cash management transactions
- Begin to take primary ownership of smaller relationships for team, as requested by SRM
- Competently perform quarterly investment reviews and create custom performance reports
- Effectively and professionally communicate/correspond with clients and their advisors
- Research and troubleshoot client inquiries/issues and bring about resolution using firm resources
- Assist clients with Portfolio Online, as necessary
- Grow managerial and mentoring skills by delegating work to Client Analyst, Client Service Associate or Administrative Coordinator, as appropriate
- Exhibit the capability of working without direction
- As relevant for the role, exhibit mastery of the following systems: FactSet, Bloomberg, TrustDesk (trust accounting system), CRD (trading), IDS (performance) and internal portal-based applications
- High Net Work Clients
- Atlantic Trust Specialist (Wealth Strategies, Investments Trust)
- Intermediaries
- As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls
18
Technology Banking Associate Relationship Manager Resume Examples & Samples
- Bachelor's degree is required
- Degree in Accounting, Finance, or Economics is preferred
- Excellent ability to analyze credits, as well as a detailed knowledge of lending structure and sources and uses of cash
19
Associate Relationship Manager Resume Examples & Samples
- Minimum 1 year Healthcare industry financing experience
- Minimum 2 years commercial banking work experience
- Minimum 2 years credit experience
- At least 5 years Healthcare Industry experience preferred (to include reimbursement methodology, etc.)
20
Associate Relationship Manager Resume Examples & Samples
- For CCB, that means a driver who advances the business and challenges the status quo
- For CCB, that means an owner who is accountable for both long- and short-term outcomes
- Worldly outlook: Eager for exposure to ideas, experiences and opportunities beyond their borders
- CCB culture that enables teams to deliver remarkable experiences to prospects
- An optimistic and proactive approach to finding new opportunities
- Minimum 3 years of Front-end or Banking Product selling experience
- Good understanding of SME customers and their banking needs
21
Private Wealth Associate Relationship Manager Resume Examples & Samples
- Support the Senior Relationship Manager and client portfolios through the completion of the following duties
- Atlantic Trust Senior Executives and Specialists (Wealth, Investment, Trust)
- Intermediary Networks
- As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, guidelines and controls
22
International Subsidary Banking Associate Relationship Manager Resume Examples & Samples
- Supporting one or more International Subsidiary Banking Relationship Managers on a portfolio of corporate accounts
- Liaise with and help coordinate activities of the client service team (across products and geographies as needed) in order to ensure a coordinated approach to enhancing the overall client relationship
- Provide general support to the Relationship Manager in servicing client relationships and enhancing income generation
- Help identify marketing opportunities, undertake appropriate analysis, and prepare proposals, presentations and pitches for new products and services
- Prepare timely credit applications (including both renewals and new money applications), incorporating high quality industry sector, competitor and client level analysis to support the credit application process
- Prepare internal approvals required for maintaining ongoing client relationships and specific transactions (including KYC, Credit, senior management and other internal approvals)
- As required, assist the Relationship Manager in negotiation of transaction-specific documentation
- Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved
- Ability to effectively handle and prioritize multiple competing transactions / deliverables
- Ability to understand internal requirements and effectively negotiate with both internal colleagues and external clients (as required)
- Knowledge of the spectrum of banking and capital markets products & services
- S79 Registration
23
Key Private Bank Associate Relationship Manager Resume Examples & Samples
- Bachelor’s Degree, preferably in Business or a Business related discipline
- Minimum 3-5 years of financial services related experience
- Excellent client relationship and superior partnering skills
- Deep knowledge of financial products and banking regulations
- Established excellent written and verbal communication skills
- Proficient in personal computer applications to drive results
- Experience in working with High Net Worth individuals and their financial issues
- Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service
24
Retirement Plan Associate Relationship Manager Resume Examples & Samples
- Assist with the fiduciary process implementation for multiple clients using a standardized process
- Assist and help coordinate TPA and recordkeeper relationships and be able to articulate unique service capabilities of each
- Collect and analyze data and prepare plan review/benchmarking reports
- Prepare quarterly mutual fund due diligence process
- Assist with plan conversions to various recordkeeping platforms
- Assist and coordinate mutual fund updates on multiple recordkeeping systems at once
- Research client/participant questions using the recordkeeper and vendor websites
- Assist with multiple client and practice related projects at one time
- Ability to communicate with clients and work through client service related issues
- Prepare and facilitate reports and presentations for quarterly client materials/meetings
- Track business activity - manage pipeline reporting for multiple advisory practice locations
- Minimum of 5 years in retirement plan industry, which may include relationship management, retirement plan administration and basic investment knowledge
- Bachelor’s Degree or Equivalent Work Experience
- Knowledge of retirement plan rules and administration
- Self-motivated and possess a sense of urgency
- Ability to work alone or as part of a team - both locally and regionally
- Strong mathematical and analytical skills
- Strong attention to detail, accuracy and problem solving skills
- Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
- Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion
- Strong ethical and professional standards
- Flexibility, adaptability and strong team orientation
- Basic knowledge of mutual fund investments
- Ability to present material to clients and prospective clients as part of a team
- Demonstrated advance Excel and PowerPoint proficiency
25
C&IB Associate Relationship Manager Resume Examples & Samples
- Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations
- Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed
- Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
- Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy
26
Associate Relationship Manager Resume Examples & Samples
- Establish and maintain local contacts with Commercial Banking clients, working closely with the relationship managers to help support and coordinate client activities. Work with US based International Product Specialists and Coverage Bankers to identify opportunities and increase wallet share of existing clients. Typical client requirements will focus on banking and transaction services, including cash management, liquidity and cross currency products & services
- Size market opportunity, identify, & help develop CB relationships working with the relationship managers
- 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
- Work with HQ team, CB regional and global client coverage and deal teams, Client Service, Operations, Product, and Legal to optimize product and service delivery to clients
- Assist with onboarding new clients and maintenance of the existing portfolio, including client due diligence & AML requirements
- Credit Analysis and support: Assessment of credit transactions, analysis of financial information, documentation requirements including cross-border and local booking office approvals
- Work on local and regional projects from time to time
- Work closely with the relationship manager and teams on ground to help coordinate and support the servicing needs as well as sales requirements
- Minimum 4 – 5 years industry experience within the institutional or corporate sectors, including a position in an analyst type role. Experience in client relationship management within these sectors would be a key advantage
- A solid understanding of the Indian financial services markets, corporate banking products, debt products, cash management, trade finance, foreign exchange & derivatives
- Credit analysis skills and experience in credit transactions
- Strong analytics, computer, power point/ pitchpro/ excel skills
- Enthusiastic, motivated and team orientated
- MBA/Degree Qualified in Business, Finance, Accounting &/or Economics
- CFA or CA is a strong advantage
27
Associate Relationship Manager Resume Examples & Samples
- Undergraduate degree
- 2+ years of relevant work experience
- 1+ years of project management experience
- Proficiency with MS Project, Excel, PowerPoint
- Comfortable working in a fast-paced, dynamic environment with constantly shifting priorities, ambiguity, and uncertainty
- Account/client management or consulting experience
- Experience with SharePoint and Visio
28
Small Business Collections Associate Relationship Manager Resume Examples & Samples
- Bachelor of Science or equivalent in and/or M.B.A with a background in Business, Finance or Commerce preferred
- This position requires Credit Qualification. The incumbent must possess a working level of Credit knowledge and skills and a basic level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
- Basic knowledge of portfolio management and reporting requirements
- Developing negotiation skills and ability to identify truly relevant matters
- Demonstrated ability to deal with a wide range of businesses and industries and to communicate effectively and represent the Bank professionally with various levels both internally and externally
- Solid personal effectiveness skills, which include the ability to influence and negotiate, demonstrate motivation, adapt to varying conditions, seek creative, innovative solutions, communicate and use personal development opportunities
- Solid decision making and problem solving skills
- Effective time management and prioritization skills
29
Associate Relationship Manager Resume Examples & Samples
- Liaise with internal partners such as Legal, Compliance, Marketing, Product Management, Operations and Distribution
- Junior Relationship Management and Business Development duties for all of Delaware Investments' industry distribution partner firms
- Assist with deliverables, projects and client requests to insure timely and accurate delivery
- Partner with team to create, coordinate and execute initiatives to gain exposure and increase assets for Delaware Investments
- GD
30
Associate Relationship Manager, Investments Resume Examples & Samples
- 3-5 years of Institutional client servicing and a minimum of 2 years of investment related experience
- Experience with the Transfer Agent System, ERM, Institutional Investor Passport, FUSE, Excel, PowerPoint and Adobe Writer a plus
- Series 7 and 63 licenses required and must be obtained with the first 90 days of employment
31
BDS Associate Relationship Manager Resume Examples & Samples
- B.A. degree or equivalent experience
- 3 – 5 years experience
- Must have excellent communication and interpersonal skill as is required to build strong relationships within the Bank of New York Mellon as well as in developing client relationships for future business opportunities
32
International Subsidiary Banking Associate Relationship Manager Resume Examples & Samples
- Providing support to the Relationship Management team on client management and business development activities, including credit analysis, client servicing, administration & operational support, coordination with internal & external parties, and focused client segmentation analysis
- Prepare briefing notes for Relationship Management team and senior management in advance of key client meetings
- Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the development of the Global Banking business
- Strong quantitative and qualitative analytical skills, including knowledge of Credit analysis
- 1-3 years Investment Banking/Corporate Banking experience in a Analyst position
33
Associate Relationship Manager Resume Examples & Samples
- Ensuring business hygiene standards, in face of business pressure
- Ensuring planned spread of business across diverse product lines of the company
- Ensuring Brokers are motivated and building a long term connect between the agents and the company
34
Associate Relationship Manager Resume Examples & Samples
- Bachelor's degree, preferably in Accounting or Finance
- Minimum GPA 3.0
- At least 6 hours of Accounting, or equivalent graduate level Accounting coursework
- Self-starter approach
- Ability to communicate with all levels of personnel
- Ability to attend training program in San Antonio for 4 weeks
35
Dedicated Associate Relationship Manager Resume Examples & Samples
- Delivering on the American Express Brand promise every day by handling Travel, Lifestyle and Card Servicing requests for our Card Members
- Being accountable and taking ownership of the Card Member’s experience from beginning to end
- Leveraging a variety of internal resources to gain deeper understanding of your Members and develop opportunities to deliver outstanding service
- Maintaining awareness of relevant customer and travel industry trends and the luxury industry
- Continuously building destination knowledge
- Collaborating closely with the Relationship Manager to create innovative ways to resolve Members’ issues or concerns to win their loyalty and travel spend; ultimately making a loyal enthusiast out of the customer, so they will recommend American Express Travel to others
- Strong international air, car and hotel booking experience required, in combination with cruise and tour booking experience is highly preferred
- Extensive domestic and international destination knowledge required, including knowledge of emerging destinations
- Ability to understand customers’ unique travel needs/desires through focused consultation and to design customized travel options to exceed their expectations
- Outstanding listening and communication skills across a variety of channels (e.g. phone, email, etc.)
- Interest in the luxury lifestyle
- Strong consultative selling skills with ability to confidently offer recommendations resulting in high customer satisfaction
- Current or recent American Express Travel experience preferred
- Effectively prioritize workloads and Card Member requests
- Analyzing new information quickly, thinking innovatively, and challenging traditional servicing approaches
- Ability to work on own initiative or as part of cohesive team and collaborate effectively across multiple business units
- Superior attention to detail and accuracy
- Demonstrated team work and relationship building skills, particularly among internal partners
- Ability to maintain composure under pressure and in the face of frequently changing or competing demands
- Must be able to work within the servicing hours of operation: Hours of operation: 9:00am – 9:00pm (Eastern) Monday – Friday
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Associate Relationship Manager Resume Examples & Samples
- Ensure timely completion of outbound call campaigns
- Composing and responding to daily emails
- Running and auditing reports
- Superior verbal & written communication skills
- High Energy
- Self motivated
- Ability to have fun at work
- Microsoft Word and Excel Proficient
- Ability to communicate and set expectations effectively
- Must be able to work well within a team environment
- Skill at working productively under minimal supervision
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Associate Relationship Manager Resume Examples & Samples
- Assist Relationship Managers with all facets of their business including the following
- Bachelor’s degree in finance, accounting or business
- Minimum 5 years experience as an underwriter focused on Commercial or Corporate clients with transactions in the $20 million to $200 million+ range
- Aptitude and interest in prospect development and building relationships with C-level executives
- Effective communication, negotiation and presentation skills
- Ability to build positive working relationships across the organization
- Proficiency in the use of software tools for reports, audits, analysis and presentations
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Associate Relationship Manager Resume Examples & Samples
- Calling on C-level executives to understand their credit and depository needs
- Structuring and pricing deals in cooperation with local underwriting and credit approval
- Working with attorneys and other advisors
- Negotiating, closing and funding transactions
- Selling treasury management solutions in conjunction with a local treasury sales executive
- Managing the portfolio on an on-going basis including renewals and exceptions
- Formal credit training or prior franchise finance experience required
- Minimum 5 years experience as an underwriter focused on Commercial or Corporate clients with transactions in the $1 million to $20 million+ range
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Associate Relationship Manager Resume Examples & Samples
- Minimum two years of relevant experience in a financial services industry firm
- The completion of financial service industry training program is preferred
- A Bachelor’s degree is required
- Must exhibit a foundational level of economic and accounting principles and practices, financial markets, banking and the analysis and reporting of financial data and be proficient in financial modeling and valuation methodologies
- Displays very effectual verbal and written communication skills
- Possess sufficient reasoning ability to perform job independently within the scope of existing policies and procedures
- Exhibits ability to use technology to create, edit and retrieve documents and presentations
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Associate Relationship Manager Resume Examples & Samples
- Call on C-level executives to understand their credit and depository needs
- Coordinate and/or lead industry expert calls
- Structure and price deals in cooperation with local underwriting and credit approval
- Formal credit training
- Prior experience with Salesforce preferred
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Corporate Banking Associate Relationship Manager Resume Examples & Samples
- Analyzing financial data and preparing comprehensive written and quantitative analyses for our Large Corporate Clients
- Analyzes financial statements and financial market data
- Assists Relationship Managers in preparing client and internal presentations
- Understanding of financial/capital markets
- Strong computer skills, including Excel and Power Point
- Financial modeling experience would be a plus
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Associate Relationship Manager Resume Examples & Samples
- Serve as primary client contact for AIS outside of daily service delivery communications for an allocated portfolio of clients
- Coordinate with AIS and as applicable custody service delivery teams in order to ensure that service requirements are understood and delivered in line with service levels agreed to with client
- Initiate, proactively, an ongoing dialogue with client in order to (1) Understand changes or potential changes to clients business; (2) Ensure that services provided by AIS meet client current or anticipated requirements; (3) Ensure that service issues are resolved in a timely manner
- Lead launch/conversion process (including contractual and commercial negotiation) for new funds within the allocated client base
- Ensure that all the Know Your Client renewals are actioned in a timely manner - acting a conduit between the Relationship Managers, KYC Utility and the client
- Act as the AIS lead for allocated projects
- Cross-sell bank products in coordination with Client Executive and other Bank sales teams where appropriate
43
Senior Associate Relationship Manager Resume Examples & Samples
- Manage and grow a portfolio of top tier corporate accounts primarily in the real estate and real estate-related industries
- Market suite of products and services to existing and new clients
- Cross-sell product capabilities and regional franchise to deepen client coverage and enhance portfolio return
- Responsible for risk (including credit and operational) management of portfolio
- Handle documentation and negotiations (for loan and security etc)
- Prepare credit memos and reviews (including financial models)
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Middle Market Associate Relationship Manager Resume Examples & Samples
- Provide a wide spectrum of support to the Relationship Managers (RMs) to enable them to meet customer needs, improve client engagement and maximize operational efficiency
- Support the RM on day-to-day activities including client planning, pipeline management, coordination with product partners and ensuring data and call reports are accurately and timely updated
- Undertake financial, credit and profitability analysis, and prepare the accounts remarks
- Ensure consistent application of Group Policy and adhere to regulatory, financial, and legal standards to minimize business and reputational risks
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Associate Relationship Manager Resume Examples & Samples
- Maintain relationships with key personnel of clients ensuring retention and satisfaction
- Works closely with clients on intervention and escalated items to ensure prompt resolution
- Provides input to product, operations, and sales groups from customer contact and feedback
- Collects data and prepares worksheets of information regarding Client Services to other reporting areas
- Resolves client issues by working with other company departments
- Interfaces and resolves company or shareholder inquiries
- Works either independently or with the Relationship Manager to ensure proper follow-through of company requests
- Reconcile outstanding shares of clients on various reports
- Reconcile reports to advise of money to fund payment
- Coordinate proxy activities, including ordering lists, labels and journals
- Attend shareholder meeting as scrutineer/co-scrutineer
- Assists with internal collection department in collecting outstanding invoices and must aim to achieve corporate-wide receivable standard
- Assists issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing of all issuers shareholders accounts
- Running reports from SCRIP
- Executing shareholder look-ups and print outs from SCRIP
- Organizing and collating documents
- Accessing files for roll-over and redemption requests
- Reviewing documents submitted by participants and Financial Institutions to ensure they are correct and complete
- Auditing work processed during the day
- Accurately completing forms with required information
- Filing documents
- Receiving and reviewing instructions received from Financial Institutions or Participants during redemption periods
- Manage and maintain the accounts, including receiving paperwork for reinvestments, withdrawals, transfers, sales and estates and routing processing to appropriate areas
- Assisting in the production of yearend tax reporting
- Assist in producing reports for the client
- Assisting the Relationship Manager with account planning by acting as an account researcher
- Other general administrative duties as assigned
- Minimum of 2 years administrative experience in the Securities Industry
- Post-secondary degree is preferred
- Good working knowledge of Microsoft Office, including Word, Excel and Outlook
- Comfortable learning new computer systems
- Ability to prioritize when encountering conflicting duties
- Accuracy and attention to detail
46
Associate Relationship Manager Resume Examples & Samples
- Work closely with clients on intervention and escalated items to ensure prompt resolution
- Provide input to product, operations, and sales groups from customer contact and feedback
- Collect data and prepare worksheets of information regarding Client Services to other reporting areas
- Resolve client issues by working with other company departments
- Interface and resolve company or shareholder inquiries
- Work independently or with the Relationship Manager to ensure proper follow-through of company requests
- Assist with internal collection department in collecting outstanding invoices and must aim to achieve corporate-wide receivable standard
- Assist issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing of all issuers shareholders accounts
- Intermediate knowledge of MS Office Suite
- Ability to multi-task and prioritize when encountering conflicting duties
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Associate Relationship Manager Resume Examples & Samples
- Prepare and provide analytics in support to the commercial sales team
- Interface with client, gather credit and financial information
- Pre-screen and analyze pertinent financial data and Commercial Decision Summary underwriting data
- Prepare Opportunity Memos
- Assist with completion of annual review and loan covenant/trigger testing
- Ensure clients are in compliance with all covenants (financial and otherwise)
- Schedule and participate in client calls with Relationship Manager. Interface with new and existing clients, work through referrals, build client relationships, extend credit within assigned limits
- Support Relationship Managers with Treasury/Cash Management needs and solutions
- Monitor loan maturity dates within the portfolio and recommend renewal strategy with the Relationship Manager
- Utilize bank reporting tools to ensure progress is documented and tracked, and prepare various scheduled management reports
- Monitor portfolio performance ensuring accuracy of credit ratings and identifying client performance, as needed by region
- Support portfolio management, assist with loss prevention, identify risk and work delinquent loans up to 30 days
- Partner with and support prospecting strategies
- Be cognizant of developing geographic and industry trends, and communicate findings
- Assist Relationship Managers to price transactions fairly with market data and against benchmarks
- Assist with projects and developing new or refining existing efficiencies and processes as required
- Has achieved a satisfactory level of technical and professional skill, including: understanding of financial statements and credit analysis; organizational and time management proficiency; industry knowledge; shows willingness to continue learning, growing and gaining expertise; uses business acumen, credit administration, marketing & sales skills to successfully negotiate and manage various customer relationships to meet individual and company goals
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Large Corporate Associate Relationship Manager Resume Examples & Samples
- Grow sustainable revenues from the existing customer portfolio and through targeted acquisition of new Large Corporate customers
- Ensure proactive and appropriate relationship building/customer contact plans and pipeline management for both existing and new customers
- Generate assets through the use of appropriate risk management tools, priced appropriately for risk and returns and within customers risk appetite
- Ensure timely and accurate maintenance of deal and customer information on relevant Group systems
- Identify opportunities for referrals to other Group Product and Service partners and Global Businesses, and ensure these are in line with identified needs and the customer's and HSBC's risk appetite
- Proactively grow international/cross border revenue
- Keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirements
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Associate Relationship Manager Resume Examples & Samples
- You have good oral and written skills in French, English and Dutch
- You have an academic degree, MBA (masters or bachelors)
- Result driven
- Courage and self confidence
- Problem analysis and judgement
- Resistance to stress
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Associate Relationship Manager Resume Examples & Samples
- Manage existing Pacific business base for global accounts and provide support to local accounts. Devise and execute strategic account plans with the global account team to grow and retain business
- Maintains, develops and nurtures deep & strong relationships with client organizations, addressing their needs & maintaining a high level of customer satisfaction to retain revenue, while providing proactive/reactive generation of sales leads and business development opportunities
- Guide clients through the product set up and conduct training sessions and Product Demos
- Support account renewal /cross / upsell process with administrative assistance (paperwork, renewal booking)
- Monitors product usage to ensure client retention and to identify upsell opportunities to promote business growth
- Analyses clients' business needs, develops solutions, product enhancements and new development opportunities to maintain and grow business
- Develop an exceptional understanding of S&P Global Market Intelligence products and their application to specific clients/job functions
- Staying current on competitor offerings to identify the strengths and vulnerabilities of S&P Global Market Intelligence offerings in comparison
- Contribute to the business strategy through gaining a deep understanding of industry regulatory requirements, market trends and client requirements
51
Associate Relationship Manager Resume Examples & Samples
- Support client needs and manage day-to-day client requests. Liaise with various internal business unites to meet those needs
- Partner with Strategic Relationship Manager to provide business updates to partner firms – partnership priorities, key initiatives, firm updates, etc. Offer creative input on how to strengthen relationships with partner firms
- Communicate partner firms’ investment outlooks, home office product focuses, platform updates, and new business initiatives with AB field sales team
- Partners with Strategic Relationship Research Analysts in many aspects of the research engagement model and client servicing, including the coordination of client meetings, presentations, and requests
- Prepare for partner firm meetings and conferences – book speakers, confirm and prepare attendees, select and arrange for marketing materials and booth preparation, attend and represent on behalf of AB
- Manage client deliverables on both a repeating and ad hoc basis – performance, sales, AUM, competitive analysis, etc
- Develop and maintain firm/platform/product-specific marketing material
- Client relationship management within SalesForce
- The candidate should have between 1-3 years of experience; preferably in wealth or asset management
- Highly organized and strong project management skills
- Demonstrate initiative and have the ability to work well under pressure
- Ability to work independently and cooperatively in a team setting
- Proficient in the use of typical office desktop packages, such as Outlook, Word, Excel PowerPoint
- Series 7 & 66 licenses must be obtained within the first six months on start date
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Associate Relationship Manager Resume Examples & Samples
- Responsible for servicing clients and partners providing in-depth information about Asset Management products and services
- Communicate with clients and consultants to gain in-depth understanding of client servicing needs and opportunities
- Coordinate, formulate, and implement plans and solutions in conjunction with internal and external partners
- Act as the initial point of contact for complex client or partner inquiries for Asset Management products and services
- Respond to inquiries by providing the requested information/analysis or referring the inquiry to the appropriate area for resolution. Stay abreast of new and existing investment products and services
- Research and compile competitive information
- Assist the Relationship Manager with the tracking and development of sales opportunities
- Prepare presentations for client meetings
- Provide oversight of the RFP/RFI process and coordinate due diligence visits
- Coordinate, implement and onboard new investment clients and/or new products sold
- Recommend enhancements to management for changes in processes, products, or services based on inquiries received and the client's experience
- Analytical and organizational skills
- Negotiation and leadership skills
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Associate Relationship Manager Resume Examples & Samples
- The Associate Relationship Manager is responsible for managing existing client relationships across a range of financial industries including Investment Banking, Private Equity, Investment Management, Commercial Lending and Corporates throughout China
- General duties include individual trainings on the suite of S&P Global Market Intelligence products and services, client services, client retention, renewal contract negotiations and invoice collections
- Relationship managers will also work closely with business development team in assisting revenue generation through existing clients
- Bachelor’s degree required (Upper second honors or equivalent is preferred)
- At least 1-3 years of direct experience working with B2B businesses (financial services background is preferred)
- Fluent in oral and written English, fluency in Mandarin or Cantonese is preferred
- MBA, CFA or CPA candidates are preferred
54
Associate Relationship Manager Resume Examples & Samples
- Co-lead with the RM to oversee full territory organization, development and execution, strategically making adjustments to territory business plan with the RM
- Proactively contact current clients and prospects to gather business intelligence, present investment ideas, and schedule and conduct meetings and ultimately generate opportunities for pipeline development
- Develops relationships and knowledge of plan design and investment strategy with an identified list of clients and prospects
- Identifies and acts on cross-selling and retention opportunities
- Minimum of 5 years of related industry experience with the ability to thrive in an independent, challenging and collaborative sales environment
- Strong analytical skills and attention to detail
- Series 7 or 82 required, Series 6 & 63
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Associate Relationship Manager Resume Examples & Samples
- Develop new and profitable business
- Identify and direct cross selling opportunities within current customer base
- Structure credit solutions for existing and potential customers; advocate customer/prospect position in credit approval process
- Demonstrate knowledge of Webster products, services, and capabilities
- Represent Webster in local community
- Bachelor's Degree in finance, business, accounting, economics, or related field required
- 1-3 yrs work experience desired
- Financial acumen and interest in the banking industry
- LI-CL1
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Associate Relationship Manager Resume Examples & Samples
- Bachelor's degree in a related field or an equivalent combination of education and work experience
- Three to five years' financial industry experience and sales experience preferred
- Demonstrated knowledge of the financial intermediary marketplace
- Completion of Series 7 and 63 required within one month of employment date
- Demonstrated interpersonal, investment analysis, written and verbal communication skills required
- Familiar with the following software products: Microsoft Office, Morningstar Direct, Market Metrics, Zephyr StyleAdvisor, Outlook and Salesforce CRM software preferred
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Large Corporate Associate Relationship Manager Resume Examples & Samples
- Provide support to the Relationship Managers (RMs) to enable them to optimise the potential value of client relationships, improve client engagement and deliver needs-based solutions and fair outcomes for customers
- Collaborate with Group colleagues to deliver appropriate needs-based solutions for customers
- Provide ongoing risk monitoring in areas concerning Global Standards and Anti-Money Laundering & Sanctions alerts, and act as an escalation point for risk issue response
