Banking Relationship Manager Resume Samples
4.5
(108 votes) for
Banking Relationship Manager Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the banking relationship manager job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
JS
J Schaden
Jada
Schaden
61860 Mitchell Lock
Houston
TX
+1 (555) 910 2835
61860 Mitchell Lock
Houston
TX
Phone
p
+1 (555) 910 2835
Experience
Experience
Boston, MA
Private Banking Relationship Manager
Boston, MA
Boehm-Macejkovic
Boston, MA
Private Banking Relationship Manager
- Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations
- Work with Management on loan structure, pricing, and other product/services for clients
- Provide service to and develop rapport with existing customers and prospects to retain and expand existing relationships and foster new ones
- Local client site traveling External business development and client networking Open new accounts
- Create/Prepare term sheets, with Management supervision
- Frequent Client / Bank event assistance to develop positive rapport Cross sell other bank Products & Services
- Identifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions
Dallas, TX
Corporate Banking Relationship Manager
Dallas, TX
Kunze Inc
Dallas, TX
Corporate Banking Relationship Manager
- Develop strategies for maintaining and further penetrating existing accounts
- Develops focused strategies for acquiring, retaining and growing select clients
- Maintaining the existing client relationships and identify new business opportunities
- Supports the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge
- Support the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge (10%)
- Manage administrative tasks, including credit analysis and processing
- Studies industrial, commercial, economic and financial situations relating to new or existing business
present
Chicago, IL
Commercial Banking Relationship Manager
Chicago, IL
Oberbrunner-Vandervort
present
Chicago, IL
Commercial Banking Relationship Manager
present
- Follow market trends and developments to increase the bank’s business in established and developing markets
- Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products
- Develop, underwrite, and service business loans for business and individual clients including management of past dues and maturing loans
- Manage and grow a client portfolio that focuses mainly on Loans, FX, Derivatives, Cash Management, Trade
- Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships
- Develop close partnerships with multiple groups throughout Commerce Bank to assist acquiring new or expand existing relationships
- Create and maintain a pipeline of business banking sales opportunities/relationships through multiple prospecting/business development techniques
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of California, Santa Barbara
Bachelor’s Degree in Business
Skills
Skills
- Basic knowledge of credit and credit quality
- Considerable knowledge of credit and credit quality
- Maintain and build account profitability with assigned clients, primarily by providing core banking products and services
- Proven leadership ability with excellent interpersonal communication skills
- Approachability– Is easy to approach and talk to; spends extra effort to put others at ease; can be warm, pleasant, and gracious; is sensitive to and patient with the interpersonal anxieties of others; builds rapport well; is a good listener; is an early knower, getting informal and incomplete information in time to do something about it
- Lead the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace
- Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans
- Learning on the Fly– Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues for improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything
- Excellent judge of potential qualified clients/deals. Expert at structuring deals to balance risk and reward. Expert at recognizing early warning signs and closely monitors clients to anticipate changes in risk rating. Proactively identifies issues and restructures relationship to mitigate potential future risk
- Partner with other Citi businesses (i.e. Retail Banking, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives
13 Banking Relationship Manager resume templates
Read our complete resume writing guides
1
Commercial Banking Relationship Manager VP Indonesia Resume Examples & Samples
- Minimum 8-10 years industry experience with a strong command of Indonesia financial services markets, regulatory environment, corporate banking products, debt products, cash management, trade finance & derivatives
- Extensive relationship management and credit risk management expertise in the corporate &/or MNC market segments. Relevant international banking experience in the US, UK or Asian markets would be a strong advantage
- Excellent client relationship management skills together with well-developed business development skills
- Fluent in spoken and written English and Bahasa language
2
Commercial Banking Relationship Manager Resume Examples & Samples
- Excellent judge of potential qualified clients/deals. Expert at structuring solutions to balance risk and reward. Expert at recognizing and closely monitors clients to anticipate changes in risk rating. Proactively identifies issues and restructures relationship to mitigate potential future risk
- Oversee and ensure safe and sound underwriting/credit practices where applicable and overall leadership of a sound lending activity
- Should have a minimum of 10 years business/commercial banking experience, preferably within roles of increasing responsibility and working knowledge of Treasury Services/Products and Industries within the FI vertical
3
VP-commercial Banking, Relationship Manager Resume Examples & Samples
- An undergraduate degree. Focal areas of finance, economics, or accounting preferred
- Minimum of 6 years in financial services industry experience in a corporate lending environment developing business
- This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
- Relevant Business Services Sector experience is highly desired
- Credit analysis experience/ understanding
- Good knowledge of the organizational lending and portfolio management policies and objectives
- Excellent abilities in business development and cross-selling success
- Highly developed written and oral communication skills including the ability to write clear, concise and cogent credit correspondence
- Exceptional analytical skills
- Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet
- Ability to advocate persuasively
- Ability to learn and adapt quickly
- Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities
- The work location is flexible and includes the Fox Valley market (Green Bay, Appleton, Oshkosh)
4
Retail Banking Relationship Manager Resume Examples & Samples
- To build the business, deepen relationships and managing key and potential customers
- To utilize portfolio management to lower attrition and maximize revenue to achieve sales target
- To assess customer needs and make appropriate relationship enhancement recommendations through financial needs analysis
- To ensure current and prospective customers have a consistent, superior experience with the bank
- To comply to various company compliance policy in selling
5
Government Banking Relationship Manager Resume Examples & Samples
- Bachelor's Degree or equivalent work experience in Business or related field
- Seven or more years of experience in banking or financial services
- Experience with public sector desired
- Advanced knowledge of credit and credit quality desired
- Excellent proposal, presentation, verbal and written communication skills
6
Corporate Banking Relationship Manager Resume Examples & Samples
- Eight or more years of banking experience, preferably in the New England large corporate market
- Three or more years of client management experience
- BA/MBA in finance, accounting, or other related field
- Demonstrated familiarity with capital markets products
7
Commercial Banking Relationship Manager Resume Examples & Samples
- 10 or more years of commercial lending experience
- Considerable knowledge of credit and credit quality
- Previous small business banking experience
8
Corporate Banking Relationship Manager Resume Examples & Samples
- Typically services customers with revenues above $250 million
- Execute the strategy with calls, visits, needs assessment, customer qualification and meeting follow-up to maintain, enhance and expand customer relationships
- Manage administrative tasks, including credit analysis and processing
9
Community Banking Relationship Manager Resume Examples & Samples
- Execute strategy with calls, visits, needs assessment, customer qualification and meeting follow-up to maintain, enhance and expand customer relationships
- Balances needs of the client/prospect with Bank credit standards and profitability requirements
- Ensure appropriate involvement of business partners to ensure client solutions are complete and value-added
- Negotiate terms and conditions for loans, leases, etc. Actively cross-sell bank products
10
Commercial Banking Relationship Manager Resume Examples & Samples
- Supports unit's growth and profitability through effective credit portfolio management, business development and cross sell activities
- Manages a portfolio of commercial banking relationships providing consultative advice and products and services to meet customer's needs and enhance and expand banking relationships
- Documents all loans to ensure perfection of the bank's security interest in compliance with regulatory, legal and bank requirements
- Interacts with Risk Management, appraisal, legal and other related bank personnel regarding issues of quality, pricing, new business and related trends
- Views credit quality as a personal obligation; exhibits independent judgment; ensures balanced loan presentations; responsible for on-going account monitoring; proactive in problem detection/resolution; maintains balance between growth and credit quality
- Bachelor's Degree Preferred Education or Equivalent Experience
- Five to ten years
- Demonstrated experience in credit portfolio management, financial model building and preparation of marketing proposals
- Thorough knowledge of commercial lending policies, procedures, practices and documentation including accounting, financial statement and cash flow analysis, and financial model analysis and presentation
- Very good knowledge of financial services used by commercial customers
- Good knowledge of capital markets
- Credit skills
- Financial services product and service knowledge
- Quantitative skills
11
Corporate Banking Relationship Manager Resume Examples & Samples
- Must have significant experience with Large Local Corporations and/or GLCs
- Potential candidates will currently be working in a Corporate Banking Relationship Manager role or in a Rating Agency
- A good sense of Credit and Sales skills are essential to be successful in this role
- In-depth knowledge of the full range of Banking products and funding solutions
- Appreciation of macro-economic and financial outlook with strong understanding of Banking sector activity
12
ICG Corporate Banking Relationship Manager Resume Examples & Samples
- Manage and grow a client portfolio, protecting existing revenue streams and building strong new client relationships
- Support China Corp team on more complex client transactions, developing innovative solutions to meet specific client needs
- Network with/leverage on local influencers in the region and China to generate leads and originate new business opportunities across the whole ICG suite of products
- Learn about the competition and be able to act as an advisor on all matters concerning “doing business in China and Hong Kong” providing critical input to win transactions
- Support on the EUDD credit approval and legal documentation negotiation/preparation to ensure efficient execution of credit deals
- BA or business undergraduate degree advantageous
- Knowledge of Chinese market, corporate culture ,regulatory and operating environment
- Understanding of banking products: loans, FX, derivatives, cash management, trade
- Knowledge of corporate and structured finance products
- Cross border relationship coverage experience within banking or a financial services organisation
- Self motivated, highly ambitious and goal oriented
- Ability to work within a matrix organisation and partner effectively with product partners and banking colleagues
- Strong presentation, communication and interpersonal skills to work on complex transactions and their implementation
- Fluent mandarin speaking would be mandatory
- Analytical – able to quickly understand assigned clients businesses, needs and operating environment
- Teamwork and communication – cooperates and communicates effectively with other regional team members and senior management
- Influence and persuasiveness – mature, professional and objective when dealing with others
13
Private Banking Relationship Manager Workplace Senior Analyst & Project Manager Resume Examples & Samples
- Managing all aspects of multiple projects of various length and scale simultaneously, including mobilization, shaping, execution, and closedown with minimal supervision
- Strategic initiatives around compensation, pricing, practice management, RM retention, new product dev
- Partnering with IT, delivering business requirements, and analyzing gaps in current platform and processes and identifying end-to-end solutions. Managing, creating and delivering a complete advisor workstation
- Development of services and tools for asset allocation and proposals, including partnering with product solutions, Chief Investment Office, and marketing functions as required for successful delivery
- Preparing and leading ad-hoc data analyses and reports as required by management, especially excel and tableau (or similar) modelling. Presenting and explaining analyses to management and RMs
- Developing and delivering powerpoint presentations highlighting capabilities of the RM Strategy and Analytics team
14
Private Banking Relationship Manager Resume Examples & Samples
- Bachelor's degree in Accounting, Finance, or Business
- 7 years managing a portfolio of clients
- 7 years financial sales experience
- Completion of a Commercial Credit Training Program
15
International Banking Relationship Manager Resume Examples & Samples
- Develop and manage a portfolio of FFIs /entities as required to facilitate the international needs of the Bank’s client base
- Lead a team of associates in managing the day to day administration of the FFI portfolio
- Ensure that all necessary due diligence and enhanced due diligence is performed on each foreign bank/entity prior to establishing the relationship
- Maintain permanent files supporting the account opening and documentation confirming regulatory requirements have been satisfied
- Meet with the principals of FFIs either at overseas locations, by invitation to the FFI’s local offices, or offsite locations such as conferences, seminars, etc. at regularly scheduled intervals as part of the ongoing due diligence process
- Monitor FFI demand accounts, including random ongoing spot checks, for compliance with corporate policies and government regulations
- Act as relationship manager for all foreign-based accounts established within the Division. Establish and maintain interactive relationships with the Community Bank which supports the account’s portfolio of business
- Be proactive in keeping up with all government regulations and amendments, thereto, which affect relationships with foreign entities
- Perform necessary research through resources such as Moody’s, S&P, Fitch, etc. for correspondent bank relationships and, if needed, contact the FFI for additional information such as financial statements
- Establish and maintain contact with lenders in the Community Bank, throughout the Bank’s footprint, for those areas where the credit requirement involves a non-bank entity
- Establish and maintain contacts in Commercial Credit Administration (CCA) in cases where the credit requirement exceeds the relationship manager’s lending authority for a FFI line
- Become familiar with the use of the Bank’s proprietary database solution for the maintenance of client/account information
- Provide assistance throughout the Division and the Bank to support client needs in foreign markets via the established FFI network
- Bachelor’s degree in a related field or equivalent education and related training
- Five years of banking experience with a financial institution
- Formal bank credit training
- Solid understanding of international banking operations activities, SWIFT, UCP 500 agreement, the USA Patriot Act and other banking regulations
- High degree of professionalism to represent the Bank in dealings with foreign entities
- Ability to travel, occasionally overnight, including international travel
- Multilingual fluency (written and spoken) in French, German, Spanish or Chinese
- Experience managing a commercial or corporate banking team
16
ICG Corporate Banking Relationship Manager Resume Examples & Samples
- Bachelor's Degree or aboave
- Minimum 4 years of banking & sales experience in serving corporate clients
- Good product knowledge in CMO, Markets and cash products
- Good credit / analytical skills
- Positive attitude, self-motivated and willing to learn
17
Commercial Banking Relationship Manager Indirect Business Financing Resume Examples & Samples
- You are responsible for developing new and expanded relationships within the appropriate independent farm supply dealer networks. You do this by
- Directing and coordinating all marketing visits, trade show participation, and customer appreciation events hosted by the dealer network
- Negotiating aggressive yet achievable sales goals based on local market and economic conditions
- Managing the day-to-day relationship with the participating dealer network
- You are responsible for ensuring all aspects of your assigned relationships receive ongoing attention as required to maintain and improve the quality of the relationship. To do this you
- Ensure credit applications forwarded by the dealers conform to the criteria set for approval of loans to customers presented for approval
- Identify trends affecting the portfolio and taking corrective actions to reduce risk and loss
- Maintain a thorough understanding of the specific loan program affecting the granting and securing of Yield More Financing accounts
- Seek customer, dealer and corporate sponsor feedback on the program and the delivery of customer service
- Ensure high standards are maintained, including meeting expected turnaround times on customer commitments
- Direct and monitor early stage collection activities relative to delinquent accounts within the portfolio, assigning accounts as necessary to the Special Accounts Centre
- Negotiate payment arrangements when required to term out a credit line based on a decision to not renew the credit
- Manage problem accounts within assigned limits
- Recognize and address problems, including planning and organizing workflows to address opportunity for improvement. Proactively seek improvement within the framework of the initiative and make recommendations accordingly. You do this by
- Identifying and suggesting procedural / operational revisions to enhance productivity and performance
- Contributing to the development of internal underwriting policies and procedures
- Participate in development meetings with outside service providers, internal Bank departments contributing as appropriate for the benefit of the program and the Bank
- Contribute to the achievement of business objectives by
- Ensuring that daily and periodic management controls are in place and effective
- Adhering to compliance requirements such as Know Your Customer (KYC)
- Adhering to all privacy and anti-money laundering requirements
- Adhering strictly to Bank and Branch security procedures, including assigned authorities and limits, reporting any unusual occurrences or fraudulent activity as per established processes, as soon as you become aware of it
- Provide customer service meeting Bank standards, and retain and increase the profitability overall of the Indirect Financing program relationship by
- Developing and implementing plans to retain and expand customer relationships within the Indirect portfolio
- Responding promptly and effectively to requests, concerns and complaints from customers, branch staff and other Bank officers
- Participate in development and / or enhancement of automated systems including the Agriworx desktop adjudication system, MIS reporting systems, delinquency management systems and the CRS system as it effects the Indirect Business Financing portfolio
- Proven selling and negotiating skills
- Demonstrated skills in financial analysis and risk assessment
- Strong personal and interpersonal skills to develop and maintain mutually beneficial banking relationships
- Thorough knowledge of time management techniques
- Working knowledge of the Bank’s human resources policies and procedures
- Working knowledge of services provided by support areas such as Shared Services
18
Global Corporate Banking Relationship Manager Resume Examples & Samples
- Minimum 5 years in corporate banking and solid client relationship management with proven track records
- Sound credit analytical skills
- Good understanding of complicated banking products including global markets products suitable for TTLC names
- Self-motivated, aggressive and result-driven
- Global markets experience is an advantage
19
Corporate Banking Relationship Manager Resume Examples & Samples
- Act as Citi’s and the client’s “value-added gateway” by originating and delivering Citi’s products and services
- Fully dimension the client’s wallet and identify/create opportunities for Citi to deliver
- Understand clients’ business and manage the portfolio from end-to-end
- Build and execute a relationship plan, including a deal solutions pipeline for each client that will secure optimum Return on Risk Capital performance across business and credit cycles, while setting and meeting Citi’s revenue, cross-sell and capital management objectives
- Liaise with relevant parts of the Citi network (locally and internationally), playing the team co-ordination role in developing and serving relationships, including the implementation of personal, product specialist and Citi Senior calling plans
- Stay informed on product knowledge/developments and deal replication ideas, introduce new opportunities to internal business partners so as to maximize Citi’s opportunity to deliver the best to our clients
- Partnership with Risk Management team to understand and manage the risk inherent in the client portfolio and in any deal solutions
- Solid understanding of Corporate Banking products/solutions
- Prior client relationship management experience and/or relevant product experience
- Responsible for meeting a budget on a portfolio of clients
- Fully conversant with Citi credit and compliance policies and practices
- Excellent interpersonal skills, including listening skills/temperament
- Able to build and sustain good personal contacts with client executives at varying levels of seniority, balancing client needs and Citigroup objectives/priorities
- Innovative – willing to develop a detailed understanding of client issues/needs and develop ideas/solutions in response
- Results oriented – a self-starter prepared to take the initiative to start topics and/or follow issues through, whilst exercising judgment as to when to seek assistance
- Networking - maintaining close contact with coverage, product and risk specialists within Citigroup
- Natural Team Player - having an adaptable/flexible approach
- Willing to work in a cooperative manner to fulfil client and internal requirements
- Analytic - assimilating new information quickly and relating it to the needs of the client base
- Organize and proactive - identifying new business opportunities and make it happen
- Verbal and written communication and presentation skills – compelling client presentations, as well as communicating the detail of client relationship situations to internal contacts simply and succinctly
- Fluent in English and local language
20
Executive Banking Relationship Manager Resume Examples & Samples
- Typically requires a Bachelors and 6+ years of directly related experience
- Frequently contributes to the development of new theories and methods
- Proven track record of business development, portfolio management and needs-based selling
- Extensive knowledge of traditional consumer bank products (mortgage, credit, deposit), services and procedures
- Consumer credit structuring and experience operating within a centrally underwritten credit environment
- Complex income and cash flow analysis
- Working knowledge of asset titling, estate and trust documentation and investment management principles (non-licensed role)
- Proactive, resourceful, flexible and creative
- Must have excellent customer service, negotiation and PC's skills
21
Executive Banking Relationship Manager Resume Examples & Samples
- Requires a Bachelors in Business, Finance or a related field and 2+ years’ experience in banking, lending, credit analysis, sales or other directly related experience
- Working knowledge of banking products and services, consumer and commercial credit structuring
- Strong sales and client relationship management skills
- Ability to analyses credit and client financial information
22
Senior Corporate Banking Relationship Manager Resume Examples & Samples
- Office environment with car travel required to attend client/prospect meetings
- Minimum of 5 - 7 years proven and progressive commercial lending experience with a strong knowledge of commercial real estate and construction financing
- Bachelor's degree in business, finance, accounting, related field or equivalent experience
- Well-developed decision-making, communications and persuasion skills
- Sound understanding of lending and credit approval processes as well as pertinent Company policies and external regulations
23
Commercial Banking Relationship Manager Resume Examples & Samples
- Manage and grow a client portfolio that focuses mainly on Loans, FX, Derivatives, Cash Management, Trade
- Build strong relationships with your client portfolio, increasing access to senior levels of the client organization
- Originate new opportunities for cross-sell and safeguard existing client business
- Implement calling plans, call tracking, and joint pipeline reviews with Senior Product Partners to ensure maximum deal origination is taking place across your client portfolio
24
ICG Corporate Banking Relationship Manager Resume Examples & Samples
- Cross border relationship coverage experience within banking or a financial services organization
- Self-motivated, highly ambitious and goal-oriented
- Ability to work within a matrix organization and partner effectively with product partners and banking colleagues
- Proactive, success and results-oriented
25
Technology Banking Relationship Manager Resume Examples & Samples
- Minimum 5 years' experience in commercial banking required
- Minimum 2 years of credit related experience required
- Degree in Accounting, Finance, or Economics preferred
- General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with venture backed technology clients and initiate the credit transaction
- Established network within the venture capital and startup ecosystems preferred
- Strong interpersonal, verbal, and written communication skills
26
Technology Banking Relationship Manager Resume Examples & Samples
- Minimum 5 years experience in commercial banking required
- Good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and registered/licensed with the "Nationwide Mortgage Licensing System and Registry" required; or ability to be registered under the Safe Act required
- General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction
27
International Subsidiary Banking Relationship Manager Resume Examples & Samples
- Grow sustainable revenues from the existing customer portfolio and through targeted acquisition of new quality customers
- Ensure proactive relationship building/customer contact plans and pipelline management for both existing and new customers
- Monitor the client portfolio regularly and generate quality assets through the use of appropriate risk management tools, priced appropriately for risk and within customers ' and HSBC's risk appetite
- Structure credit facilities to ensure optimum balance between customer and HSBC interests while remaining within the bounds of prudent banking
- Ensure timely and accurate maintenance of customer information and deal pipeline on relevant systems as required
- Work collaboratively with other Global Businesses, Product and Service Partners to identify oportunities to connect customers to opportunities and strengthen the relationship
- Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
28
Commercial Banking Relationship Manager Resume Examples & Samples
- Excellent external and internal customer service and relationship management skills with the ability to convey a positive attitude and maintain a high degree of confidentiality, diplomacy, tact and salesmanship
- Excellent sales, negotiating and implementation skills and the ability to effectively promote all bank products and services
- Solid technology skills, including ability to navigate and search related websites, and intermediate proficiency with Microsoft office (Excel, Office, Word, and SharePoint) and banking software applications (Bancline, Mozart)
29
Commercial Banking Relationship Manager Resume Examples & Samples
- Actively participates in community organizations to source business development opportunities and demonstrates Umpqua’s commitment to the local community
- Builds client referral pipeline via identification and development of internal and external center of influence
- Works on complex problems requiring in-depth evaluation of client information
- Responsible for credit and deposit needs for commercial banking and commercial real estate investment customers involved in ownership and/or operation of businesses or who invest in or develop real estate
- 5-7 years of relevant commercial lending experience and/or prior experience as a commercial credit underwriter
- Extremely strong relationship management and business development abilities, analytical and problem solving skills, strong sales skills, and credit and credit quality skills
- Exercises judgment within broadly defined practices
- Proficiency with personal computers and related software packages such as Word and Excel
- Strong technical credit expertise
- Partners effectively with credit officers
- Working knowledge with structuring credit products for small and medium size businesses in diverse industries
- Limited experience with asset-based lending, capital structure finance and trade finance
30
Senior Commercial Banking Relationship Manager Resume Examples & Samples
- Achieves individual annual production and growth goals for loans, deposits and fees to ensure the bank meets its overall financial targets and conforms to credit terms
- Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Proactively promotes and cross-markets bank products and services, and keeps client informed of special promotions
- Contributes to strategic level discussions with Executive Leadership team
- Recognized as the “person to ask” when difficult questions arise
- Provides practical, relevant ideas and perspectives on processes or practice improvements which may be easily implemented
- Ability to coach others by translating complex nuances into understandable terms
- Makes decisions on loans and terms within established lending limits, or refers these issues to next appropriate level of authority. Analyzes credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements
- Bachelor’s Degree or equivalent experience; Master’s Degree preferred
- 10+ years of relevant commercial lending experience and/or prior experience as a commercial credit underwriter
- Very strong credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience
- Very strong technical credit expertise
- Strong knowledge of bank’s risk-rating system, credit products and underwriting policies
- Strong working knowledge with structuring credit products to small and medium size business in diverse industries with complex ownership structures
- Experience with asset-based lending, capital structure finance and trade finance
31
Japanese Banking Relationship Manager, Senior Resume Examples & Samples
- Supports unit business developing goals through effective calling effort on existing and potential customers. To clearly understand the extent of relationship with existing customers including business relationship at the parent level. If necessary, contact will be made directly to the network of parent bank offices and/or customers in order to facilitate transactions. To identify business and personal needs from both existing customers and its employees, as well as from prospects
- Works closely with Wealth Management, Treasury, Cash Management, International Trade, and other major areas of the Bank to promote the sales and implementation of complex, financial products and services. Provides assistance to customers with Foreign Exchange transactions by contacting the Treasury Department. Acts as a liaison between customers and Treasury Department for the purchase of Euro's or other investment products
- Originate Consumer, Small Business (including SBA and Express L/C), and Residential Real estate loans by interviewing applicants and determining borrowing needs. Negotiate types of loan and terms and condition within established guidelines. Ensure all loan documentation is accurately completed. Assists customers to sign loan documents and make proper disclosure. May disburse loan proceeds
- Obtains and analyzes all necessary financial data and supporting documents on borrowers, makes recommendations and present credit applications to underwriters/credit administration or any other appropriate lending authority. Situations needing such recommendations will generally include: account related credit facilities such as ACH Surepay line and Pre Advised line, as well as other business occasions where credit facility is needed
- Develops and manages a portfolio of major customer relationships (pure retail and commercial) providing consultative advice, products and services to meet customer's need. To increase the number of major relationship and total profitability of portfolio
- Establishes an effective calling program to interact with customers/prospects resides in Pacific Rim countries to develop new businesses
- Ensures development and preparation of effective proposals for presentation to existing and potential customers. Has primary responsibility for marketing presentation to professionals or company decision-makers
- Keeps abreast of economic and political factors with in Pacific Rim countries with an emphasis in Japan, which might impact the development of business relationships
- Three to four years or more
- Complete knowledge of financial products and services used by commercial and retail customers with an emphasis on Japanese owned and operated companies and its executives and employees. Demonstrate sales and portfolio management ability. Good understanding of issues related to economic, political, and business practices with in Pacific Rim countries with an emphasis in Japan. Must be fluent in Japanese
- Familiarity with bank terminals
- Interpersonal skills
32
International Subsidiary Banking Relationship Manager Resume Examples & Samples
- Proactively grow international and cross border revenue
- Work collaboratively with other Global Businesses, Product and Service Partners to identify opportunities to connect customers to opportunities and strengthen the relationship
- Ensure timely and accurate maintenance of customer information, including Know your Customer (KYC) requirements, in Group systems
- Bachelors degree in business, finance, accounting, related field or equivalent experience
- Well-developed understanding of the middle market business, pertinent regulations affecting it and the lending and credit approval process
33
Private Banking Relationship Manager Resume Examples & Samples
- Meet annual goals / budgets set by Management for self
- Develop existing and new relationships - expand client base
- Know the client and the client's requirements. Responsible for KYC policy and procedures, and report to Management and Compliance appropriately on any issues relating to compliance
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients; in particular, the costs of transactions should be borne in mind and acted upon
- Maintain communications with clients to assess their assess their needs and risk profile, advise on appropriate investment mix such as currencies, securities, credit, structured products, funds etc
- Cultivate and manage relationships with other areas of the bank to ensure as much cross- selling within the bank as possible, including Wealth Management Services, Discretionary Portfolio Management, etc
- Ensure client informed and aware of all issues and all instructions are carefully executed
- Ensure appropriate level of knowledge of THE BANK's systems and regulatory environment
- Keep updated on products, systems and regulatory environment by attending various training sessions as requested
34
Commercial Banking Relationship Manager Resume Examples & Samples
- Bachelor’s degree or equivalent experience consisting of 2+ years’ experience in a Commercial Lending position, Treasury Management Sales or 2+ years in a financial services position
- 5+ years of experience in a Commercial Lending position
- Experience in managing larger and more complex client relationships
35
WM Private Banking Relationship Manager Nmls Resume Examples & Samples
- Strong relationship management and lending skills
- Strong sales, networking and new business development skills
- Advanced knowledge of private banking products and services, including the credit processes and structuring of both consumer and commercial loans
- Ability to partner with team members and clients to identify and service unique customer needs
36
PCG Private Banking Relationship Manager Alton Resume Examples & Samples
- Professional designation such as CFA, CFP or CWS required or Finra Series 6, 63 or 7 licensing or willingness to obtain
- Considerable knowledge of private banking products and services, including credit processes and policies
- Ability to make critical decisions independently
37
Government Banking Relationship Manager Resume Examples & Samples
- Prospects for and closes new business relationships
- Grows net revenue year-over-year
- Develops and implements a plan for sourcing prospects and developing new customer relationships
- Manages assigned customer relationships and brings in appropriate specialists as needed
- Master's Degree or equivalent work experience in Business or related field
- Ten or more years of experience in banking or financial services
38
Corporate Banking Relationship Manager Resume Examples & Samples
- Strong relationship management skills and demonstrated business development/sales expertise
- Considerable knowledge of banking products and services
- Excellent analytical, decision-making and problem-solving skills
39
Corporate Banking Relationship Manager Resume Examples & Samples
- Proven business development experience
- 5 or more years of corporate banking experience
- Prior experience in managing relationships of financial institutions
- Master's degree in finance, accounting or other related field
- Considerable knowledge and experience in managing and growing a large and complex portfolio of financial institution clients
- Prior Experience within a Corporate Bank / Capital Markets organizational structure
- Strong leadership and strategic management skills
- FINRA Licenses
40
Corporate Banking, Relationship Manager Resume Examples & Samples
- Act as the Secondary Banker on major client relationships, will have direct client contact to help facilitate execution and relationship growth
- Handle execution of operational duties with regard to business origination process at direction of GRMs (deal progress and timing, deal documentation and troubleshooting, problem solving, transaction follow-through, market research, internal/external communications)
- Liaison with Overseas Branches / Product Offices / Planning
- Assist in the development and ongoing updating of industry related materials for internal and external purposes
- Preparation of periodic client revenue and profitability reports and forecasts as well as ongoing, active management of pipeline activity, including pipeline reporting
- Manage product group liaison to assist in structuring of deals
- Act as the primary contact for Global Network and management of Global Exposure Reports
- Conduct due diligence on proposed client deals as required and creation of management transaction/deal memos
41
Workplace Banking Relationship Manager Resume Examples & Samples
- 3 – 5 years of relevant experience
- A degree from a recognised institution
- Excellent sales and presentation skills
- Resourceful to generate referrals from different business sources
- Excellent professional presence and ability to be an effective spokesperson for the bank
- New relationship acquisition, relationship building, and sales management skills
- Demonstrated track record of delivering sales results
- Excellent verbal and written communication skills, and good people skills
- Excellent problem solving, organisational and analytical skills
42
Commercial Banking Relationship Manager Resume Examples & Samples
- Bachelor’s degree and experience consisting of 2+ years in commercial banking or similar experience within financial services
- Demonstrated experience and success in meeting sales goals, managing client relationships, and experience in credit, credit support and/or financial analysis
- 5+ years of commercial lending experience
43
Premier Banking Relationship Manager Resume Examples & Samples
- Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals
- Manage the relationships with new and existing affluent customers through professional consultative financial analysis
- You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking
- LI-JK
- You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance
- You must have experience in covering the Malaysian, Indonesian or China markets
- Recognised university degree and possess CMFAS certification (M1, M5, M6, M6A, M8, M8A, M9, M9A & HI)
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products
- Must be able to communicate effectively with Mandarin and/or Bahasa Indonesia speaking customers
- You exhibit strong interpersonal, communication skills and good at tele-consulting
- It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team
- You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue
- Willing to travel for business
44
Commercial Banking Relationship Manager Resume Examples & Samples
- Create and maintain a pipeline of business banking sales opportunities/relationships through multiple prospecting/business development techniques
- Develop close partnerships with multiple groups throughout Commerce Bank to assist acquiring new or expand existing relationships
- Collaborate with product partners throughout Commerce Bank to develop tailored solutions and strategies for each client or prospect
- Critically analyze financial information provided by customers to determine appropriate opportunities to pursue
- Partner with credit officers and representatives on credit requests and adhere to established credit guidelines
- Monitor customer financial performance and industry trends to manage exposures and credit risks appropriately
- Manage a loan portfolio of $10MM to $30MM
45
Middle Market Corporate Banking Relationship Manager Resume Examples & Samples
- A bachelor’s degree or higher and a minimum of six years of relevant industry experience
- Must exhibit a history of competency and success in soliciting, selling, developing, servicing, and structuring a wide range of secured and unsecured commercial financings, including complex transactions
- Must be able to handle difficult and sensitive client relationships and capable of handling tough negotiations, both to win the deal and to legally document the transaction
- Should be an Independent thinker and self-starter with strong sales skills and excellent credit skills
- Highly skilled in financial modeling and able to appropriately structure credit in a modeling environment
- Must be able to independently assess business risk, taking into consideration capital structures and industry nuances as applicable
- Capable of actively planning, organizing and managing a deal team, consisting of applicable product partners, to determine value-added approaches to clients and potential clients
46
Commercial Banking Relationship Manager Resume Examples & Samples
- 5-7 years' experience as a C&I Commercial Relationship Manager or Sales Executive with proven sales experience in a calling environment
- MBA is preferred
- Formal credit training is desirable
- Ability and desire to cross-sell other bank products
- Demonstrated consistent and effective negotiation skills
- Sound judgment in handling all aspects of customer relationships
- Excellent written and verbal communication skills, along with a high level of professionalism
- Demonstrated knowledge of credit structure, along with thorough understanding of current banking and capital markets
47
WM Private Banking Relationship Manager Resume Examples & Samples
- Strong sales and new business development skills
- Advanced knowledge of Wealth Management products and services
- Expert knowledge of private banking products and services, including credit processes
48
Private Banking Relationship Manager Resume Examples & Samples
- Three to five years of credit and financial service industry experience, preferably with the Affluent segment
- Ability to make critical decisions independently and exercise good judgment
- May require professional designation such as CFA, CFP or CWS or Series 6-63 or 7 licenses
49
Commercial Bank International Treasury & Banking Relationship Manager Middle Market Resume Examples & Samples
- Leverage partnerships with relationship managers and product partners to develop, advise and deliver custom Canada treasury, trade, and lending solutions for commercial MM clients
- Execute marketing program via direct client calling, proposals, negotiating and closing transactions
- Represent JPMC's Canadian capabilities internally and external events throughout the US
- Identify opportunities for new products and services
- Refine business development and solutions delivery practices
- Provide input into product development, marketing, and other strategic initiatives
- Final Officer title and job grade may be different than level posted, and will be determined at time of offer
- 10+ years of successful direct sales or relationship management - focused on successful development and delivery of complex Canadian Treasury Management solutions
- Extensive knowledge of Canadian banking products, services, and markets (Treasury, lending, trade finance and foreign exchange)
- Executive presence and consultative sales acumen demonstrating; ability to develop advisory relationships with clients, prospects and bankers
- Proven track record of results-oriented performance; building and influencing strategic relationships capable of working with minimal supervision
- Credit trained preferred, with experience financing operations and screening transactions with credit or other risk issues
- MBA preferred - Written and spoken English fluency. Additional languages a plus
50
Senior Private Banking Relationship Manager Resume Examples & Samples
- 6+ years experience with lending, sales, banking products and services, or other directly related experience
- Advanced knowledge of investments, trust, commercial lending, mortgage, affinity and insurance
- Must be independent and display sound judgment. interpersonal communication skills and commitment to a high degree of service quality
- Intermediate word processing and spreadsheet software experience is required
51
Corporate Banking Relationship Manager Resume Examples & Samples
- Degree in finance, accounting or other related field (Master's preferred)
- 8 or more years of corporate banking lending experience
- Considerable knowledge and experience in managing and growing a large and complex portfolio of corporate loans
52
Corporate Banking Relationship Manager Resume Examples & Samples
- Ten or more years commercial lending experience
- Well-developed analytical and problem solving skills
- Well-developed written communication and verbal presentation skills
53
Corporate Banking Relationship Manager Resume Examples & Samples
- 8+ years of corporate banking and / or capital markets experience.
- Degree in finance, accounting or other related field (Master's preferred).
- Team player
- Track record of building relationships, up-tiering, identifying appropriate strategies consistent with client goals and objectives.
- Considerable knowledge and experience in managing and growing a portfolio of corporate loans.
- Track record of cross selling ancillary services, enhancing relationship return over time.
- Left Lead, Debt Capital Markets Experience
- Highly proficient at setting client strategy and leading a relationship team (Debt Capital Markets, ABF, Treasury Management, Payments, and other ancillary services)
- Well-developed analytical, decision-making and problem-solving skills.
- Series 79 / Series 63
54
Corporate Banking Relationship Manager Resume Examples & Samples
- Responsible for developing new business, underwriting, structuring and the closing of commercial loans, as well as maintaining and servicing the existing portfolio
- Negotiates terms, structures loan financing based on risk considerations and presents credits for approval to appropriate levels of authority within the bank as required
- Supports the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge
- Operates as key member of the deal and leads preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns as well as delivers activities in instituting cross-selling initiatives to clients across all areas of the Firm and transitioning them into significant sales
55
Corporate Banking Relationship Manager Resume Examples & Samples
- Serves as the trusted advisor to clients, functions as the Commercial Banking client “expert” and the go-to-person for the largest and most complex clients
- Develops focused strategies for acquiring, retaining and growing select clients
- Champions and leads all business development efforts for specific client and/or prospect base. Drives a focused business development effort by developing a clear and holistic understanding of the client’s or prospect’s business/industry. Viewed by the client as a business partner (financial strategist) and shares a skilled financial perspective. Prepares for client reviews, identifying opportunities for presenting unsolicited solutions/advice. Provides the client with deep knowledge in key product areas
- Assembles and leads cross-functional team to quickly respond to customer request. Utilizes team of experts to creatively present the full breadth of the bank
- Maintains active prospecting effort, including identification, qualification and calling. Consistently balances prospecting efforts and quality client maintenance responsibilities
- Maximizes established referral network and continues to expand this network
- Proactively prospects for new clients and consistently balances quality client maintenance responsibilities
- Identifies cross-sell opportunities and partners to structure, coordinate and sponsor credit and non-credit products/services
- Anticipates and solves internal obstacles for the client with a sense of urgency and consistently finds the right way to get things done for the client. Acts as a client advocate while adhering to sound business practices
- Leads and drives a culture of creative and strategic thinking to arrive at multiple potential ways to achieve client goals
- Maximizes profitability of assigned portfolio by effectively selling the value Umpqua provides
- Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements
- Follows-up on current loans to ensure compliance with internal procedures and other required terms
- Studies industrial, commercial, economic and financial situations relating to new or existing business
- 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. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
- Bachelor’s Degree in accounting, finance or related field, or equivalent experience; Master’s Degree or MBA preferred
- 15+ years of relevant commercial lending experience and proven track record of exceeding performance in developing business in the commercial industry. 5+ year of high performance experience with clients with sales over $25 million preferred
- Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality
- Extensive knowledge of bank products
- Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills
- Demonstrates excellent written and verbal communication skills
- Confirmed superior client relationship and internal partnering skills. Ability to work effectively with individuals and groups across the company to manage customer relationships
- Expert credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience
- Expert knowledge of commercial lending policies, procedures, practices and documentation
- Superior technical credit expertise. Readily mentors others
- Partners effectively with senior credit officers
- Thorough knowledge of bank’s risk-rating system, credit products and underwriting policies. Exceptional working knowledge with structuring credit products to middle market business in diverse industries with complex ownership structures
- Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance
- Experience with underwriting and/or managing Shared National Credits (SNC)
56
Commercial Banking Relationship Manager Resume Examples & Samples
- One to three years of commercial lending experience
- Basic knowledge of credit and credit quality
- Previous small business banking, ag, commercial real estate (CRE), etc. lending experience
57
Commerical Banking Relationship Manager Resume Examples & Samples
- Collects application documents, works with the credit analysts to assess client’s financial condition; determines credit risk and makes loan structuring and underwriting decisions within approval authority or seeks appropriate joined approval authority; coordinates closing and the completion and review of final documents
- Serves as Relationship Manager by providing ongoing customer service support and guidance to existing and new Middle Market clients and client decision makers; maintains up-to-date client files, manages renewals, and processes servicing requests such as collecting past due payments, exception clearing, responding to information inquiries and facilitating transfer and draw requests
- 5-8 years commercial lending experience primarily in Middle Market banking with credit analyst experience or minimum of 10 years of commercial lending experience without credit analyst training
58
Premier Banking Relationship Manager Resume Examples & Samples
- Minimum Diploma holder
- Minimum 2 years sales or service experience in the Financial or Service industry (eg of service are airline, telco, hotel, tourism)
- Strong understanding of both financial and non financial markets as well as excellent communication and interpersonal skills
- Good social networking skills
- Excellent inter-personal skills
- Possesses own transport and willing to travel
- Preferably multi-lingual
59
Commercial Banking Relationship Manager UK Resume Examples & Samples
- Customer acquisition and building customer relationships, with a main focus on mid cap corporates in the UK and Western European Cluster that have multinational presence
- Must support and influence the sales process by applying business knowledge
- Provide strong and visible leadership, foster a positive attitude among team members, clients and prospects
- Experience in acquisition and managing a relationship with mid size corporate clients in the UK
- UK Based professional/commercial banking experience as a Relationship Manager
- Understanding of banking products for middle market corporate customers
- Additional languages advantageous
- Strong communication skills and well-structured work approach
- Independent and well organized
60
Middle Market Corporate Banking Relationship Manager Resume Examples & Samples
- The Relationship Manager will manage a portfolio of credit and non-credit relationships of varying size and complexity
- Equally important, he/she shall be responsible for active market coverage of prospective clients to achieve new client acquisition goals to generate new and incremental margin and fee-based revenue from both credit and non-credit ancillary product sales, including capital markets products and services offered by the Bank
- Within the Middle Market team, the Relationship Manager will focus on companies with annual revenue between $25-500 million and will typically be responsible for managing 10-15 credit-based relationships with average loan outstandings of approximately $100 million plus other non-credit relationships, and generating annual incremental fee income of at $500,000 per year
- The RM must be highly experienced in credit matters, able to read, interpret, and understand financial statements and credit issues quickly, and capable of strategic thinking to add value to a diverse set of companies within the portfolio
- The RM will need to be able to both delegate and work closely and effectively with the Portfolio Management team to proactively serve the needs of the clients, while expanding the relationships and growing the overall portfolio
- A Bachelor’s degree or higher and a minimum of 10 years of relevant industry experience
61
PCG Private Banking Relationship Manager Nmls Resume Examples & Samples
- Advanced knowledge of U.S. Bancorp brokerage, trust and investment products and services
- May require a Series 6 and 63 and/or additional licenses
- Bilingual: fluent in English and Mandarin
62
Snr Corporate Banking Relationship Manager Resume Examples & Samples
- Minimum of 5 years’ experience in managing commercial relationships of mid-market corporate size; Bachelor’s degree preferred but not essential
- Proven ability in identifying and meeting customer needs through matching a broad range of products and services
- Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
63
Private Banking Relationship Manager Nmls Resume Examples & Samples
- Five to seven years of credit and financial service industry experience, preferably with the Affluent segment
- Proven business development expertise and success
- Thorough knowledge of private banking products and services, including credit processes
64
Private Banking Relationship Manager Resume Examples & Samples
- One or more years of financial advisory/sales experience in banking, investment, or insurance products and services, preferably in private banking relationship development
- Financial advisory/sales experience in banking, investment, or insurance products and services
- Knowledge of Private Financial Group products is beneficial
65
Senior Commercial Banking Relationship Manager Resume Examples & Samples
- Handle loan requests from $1,000,000 up to a total credit relationship of $50,000,000; demonstrate a general understanding of major technical aspects of lending, and have a clear understanding of the basics of credit and finance
- Work with Market Presidents, senior Relationship Managers and Credit Officers to develop skills in prospecting, client management, call execution, IRM and credit underwriting
- Develop, underwrite, and service business loans for business and individual clients including management of past dues and maturing loans
- Evaluate and extend credit and terms in accordance with policy and lending authority
- Monitor loans to ensure complete conformity with terms and to ascertain any developing trends
- Monitor, maintain, and update sales activity, pipeline, and other pertinent information using the Bank’s contact management system
- Ensure commercial banking relationships are fully developed, including specific efforts to serve the retail banking needs of the clients’ owners/management/associates by partnering with Wealth Management Advisors, Private Bankers and Relationship Managers
- BB&T’s Leadership Development Program graduate or equivalent program at another financial institution, Stonier or Louisiana State University graduate, PSS III, Managing Interpersonal Relationships, Leadership Management
- Eight years of experience
- Strong command of credit and finance
66
Community Banking Relationship Manager Resume Examples & Samples
- Eight or more years of experience in relationship management banking
- Considerable knowledge of banking industry and bank products and services
- Demonstrated understanding of complex financial accounting and analysis
67
Commercial Banking Relationship Manager Resume Examples & Samples
- May delegate work, set schedules, guide, recommend, review, and train assigned personnel in the more intricate phases of their work
- Partner with local bank executives and credit officers to develop skills in prospecting, client management, call execution, and credit underwriting
- Advance, approve, and service commercial loans for business and individual clients within parameters of authority
- Interview commercial loan applicants to develop financial and credit information, to determine needs, abilities, earnings, and risk; request needed information, such as financial and operating statements
- Appraise and extend credit and terms in accordance with policy and lending authority
- Keep well-informed of varying business and economic changes which impact the loan portfolio, its profitability, and banking in general
- Safeguard commercial banking relationships are fully developed, including specific efforts to serve the retail banking needs of the clients' owners/management/employees by partnering with various ancillary business partners including, but not limited to: wealth management advisors, private bankers and relationship managers
- Graduate of a bank sponsored formal training program or equivalent professional experience at another financial institution
- Minimum of four years’ experience
68
Commercial Banking Relationship Manager Resume Examples & Samples
- Effectively managing and building a portfolio of clients in the commercial segment ($10 - $30 million annual revenue size)
- Responsible for retaining existing relationships and generating new business in the C&I market segment
- Identifies product opportunities independently
- Assist customers in analyzing problems and propose Firsts solutions
- Monitor, on an ongoing basis, information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk
- Ensure proper reporting, documentation, and review to determine that a loan is an acceptable risk
- Manages the risk and quality of their overall portfolio
- Participate in various community affairs and projects to promote the image of the Bank and further develop new business opportunities
- Meet or exceed goals stated in Compensation Plan document
- Undergraduate degree required; Accounting or Finance preferred
- 3+ years of relationship/account management experience selling banking products in the appropriate segmentation required
- Credit training, credit quality and underwriting fundamentals experience
- Including financial analysis required
- Excellent interpersonal, written and verbal communication, and presentation skills
- Excellent organizational skills and ability to handle and prioritize multiple tasks
- Generating new business through a consultative sales approach
- Demonstrated sales and negotiating experience
69
Executive Banking Relationship Manager Resume Examples & Samples
- Maintain a high level of client satisfaction in generating, managing and servicing a portfolio of clients who met the qualifications by virtue of net worth and income
- Responsible for generating, retaining and expanding lending, investment and deposit relationships with new and existing clients
- Develop, generate and follow-up on new client leads through existing clients and referrals from other bank departments
- Responsible for sales, self management, credit analysis, proper loan structuring, applicant interviewing, and perceptive character judgment
- Typically requires a Bachelors and 0 to 2 years of directly related experience
70
Executive Banking Relationship Manager Resume Examples & Samples
- Knowledge of banking products and services, consumer and commercial credit structuring
- Preferred candidates will have local expertise, COI's with strong networking and business prospecting experience
- Ability to analyze credit and client financial information
71
Commercial Banking Relationship Manager Resume Examples & Samples
- Requires knowledge of Prescott local networks with expertise and pipelines in Northern AZ markets
- Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and ability to work independently
- Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role. Creative problem solving, negotiation and presentation skills
72
Private Banking Relationship Manager Resume Examples & Samples
- Local client site traveling External business development and client networking Open new accounts
- Frequent Client / Bank event assistance to develop positive rapport Cross sell other bank Products & Services
- Answer incoming inquiries within department standards inquiries and research requests
- Process transactions such as transfers, wire requests Client notifications such as EIM, large item verification and Return Deposited items
- Verification of Deposit/Credit ratings
- Client supply orders (checks/deposit slips/endorsement stamps)
- Daily Client outreach to ensure client satisfaction Assist client with new product and services
- Support setups of all additional product and services Account Maintenances providing daily deliverables & follow-up
- Prepare and process account changes
- Prepare weekly tracking reports for Manager
- Update client portfolio and files to ensure file accuracy and completeness
- Support other departments for client servicing to ensure timely completion
- Minimum: Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience
- Sales and Service Management
- Business Acumen and Financial Literacy
- Decisiveness
- People Development
73
Commercial Banking Relationship Manager Resume Examples & Samples
- Handle loan requests from $250,000 up to a total credit relationship of $10,000,000; demonstrate a general understanding of major technical aspects of lending, and have a clear understanding of the basics of credit and finance
- Interview applicants to develop financial and credit information, to ascertain needs, abilities, earnings, and risk; request necessary information, such as financial and operating statements
- Assume responsibility for proper documentation and data integrity
- Aggressively call on potential and existing clients to maintain productivity and profitability in lending and non-lending relationships; successfully execute the BB&T Decathlon Sales Process and the Consultative Sales & Retention Process
- Deliver the Perfect Client Experience in all interactions with clients, prospects, and centers of influence
- Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and banking in general
- Identify and market non-credit services by partnering with Financial Services Specialists in sales meetings, client and prospect calls, and developing and delivery of custom solutions
- Represent BB&T in the community by actively participating in civic affairs and local and professional organizations to identify and develop new clients and enhance the Bank’s image
- BB&T’s Leadership Program graduate or equivalent program at another financial institution, PSS III, Managing Interpersonal Relationships, Leadership Management
- Clear understanding of credit and finance
74
PCG Private Banking Relationship Manager Resume Examples & Samples
- Minimum five years of credit and financial service industry experience, preferably with the Affluent segment
- Thorough knowledge of private banking products and services, including credit processes and policies
- Professional designation such as CFA,CFP or CWA is an asset
75
Commercial Banking Relationship Manager Resume Examples & Samples
- Bachelor’s Degree in accounting, finance or related field, or equivalent experience
- Minimum 5 – 7 years of financial services related experience
- Established business development skills
- Proven outstanding credit skills, analytical skills and financial acumen
- 2+ years of high performance experience providing financial expertise, counsel and customized solutions to business clients with sales over $5 million
- Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace
- Customer Focus – Dedicated to meeting the expectations and requirements of clients; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect
- Peer Relationships- Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers
- Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and bosses; is effective both inside and outside the organization, on both cool data and hot and controversial topics; commands attention and can manage group process during the presentation; can change tactics midstream when something isn’t working
- Drives for Results - Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results
- Interpersonal Savvy - Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably
- Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing
- Decision Quality - Makes good decisions (without considering how much time it takes) based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions
76
Commercial Banking Relationship Manager Resume Examples & Samples
- Bachelor’s Degree in accounting, finance or related field or equivalent experience
- Minimum 3 – 5 years of financial services related experience
- Demonstrated sound credit, analytical skills, and financial acumen
- Sales or customer service experience
- Action Oriented – Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others
- Learning on the Fly– Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues for improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything
- Approachability– Is easy to approach and talk to; spends extra effort to put others at ease; can be warm, pleasant, and gracious; is sensitive to and patient with the interpersonal anxieties of others; builds rapport well; is a good listener; is an early knower, getting informal and incomplete information in time to do something about it
- Functional/Technical skills – Has acquired the functional and technical knowledge and skills to support the client at a high level of accomplishment; understands how to use the technology available
77
Corporate Banking Relationship Manager Resume Examples & Samples
- Manages assigned federal government client relationships and fee-for-service / spread revenue portfolios. Plans in person calling efforts in conjunction with bank partners and division colleagues. Prepares client facing materials
- Works with bank partners to implement complex products with a focus on issue escalation and resolution
- Works with peers and manager to execute the division’s strategic sales goals in the federal sector
- Participates in business development activities, including responding to new opportunities for revenue growth
- Identifies prospects and opportunities with existing clients as part of U.S. Bank’s Building Deeper Relationships (BDR) initiative
- Participates in annual credit review processes and manages operational credit to support client business needs
- Prepares client presentations in Microsoft PowerPoint using bank compliant materials, tools, and processes
- Stays abreast of current market/industry news and events and participates in industry trade groups, etc
78
Private Banking Relationship Manager Team Leader Resume Examples & Samples
- Leads the delivery of a consistent and integrated client experience for the affluent segment households in assigned regions, through superior execution against corporate value propositions. The Private Banking Team Leader is responsible for meeting both individual and team sales production and growth goals. Responsible for coordinating the overall relationship management and delivery of products and services with regional product partners for assigned affluent segment households, ensuring a positive customer experience. Responsible for developing, documenting, communicating and executing assigned regional affluent household sales and service plans. Ensure a competent and motivated team through recruiting, onboarding, training, coaching, coaching, and supervision of sales team to achieve budgeted results
- Responsible for coordinating the client sales interaction and experience by profiling and recommending financial solutions both with and without product partners, and coaching team members to do the same. Accountable for expanding client household of deposit, credit, mortgage and investment products as measured by the growth of regional affluent household deposit and loan portfolio balances, residential mortgage originations, and investment balances and fee income in assigned regionals . Achieve annual sales production and portfolio growth goals
- Develop internal and external referral networks and centers of influence in an effort to source new affluent client household opportunities, and source or refer Fulton Financial Advisors institutional, wealth, and fiduciary business. Develop strong working relationships with regional bank and partner leadership, and sales team members. Participate in community and business organizations and events to enhance the reputation and image of the Fulton Brand
- Partner with all the corporations team members and departments to ensure compliance with all related company policies and procedures, audit requirements, risk management, and government regulations. Manage client communications, account reviews and inquiries seeking assistance from the appropriate corporate partner, department or level based on ownership and authority. Maintain appropriate client fiduciary responsibilities and confidentiality, and avoid conflicts as defined by the Fulton Financial Corporation Code of Conduct. Assist with completion of account and client reports as assigned
- 7 or more years Investment or brokerage sales experience required, preferrably with the affluent or wealth market segments. (Required)
- 7 or more years Banking or financial services industry experience with bank credit and mortgage credit products and processes preferred. (Preferred)
- 5 or more years Banking or financial services industry sales leadership. (Required)
79
Commercial Banking Relationship Manager Resume Examples & Samples
- Responsible for sourcing and independently generating 50% or more of new business
- Serves as Relationship Manager by providing ongoing customer service support and guidance to existing and new clients and client decision makers; maintains up-to-date client files, manages renewals, and processes servicing requests such as collecting past due payments, exception clearing, responding to information inquiries and facilitating transfer and draw requests
- Proficient sales, negotiating and implementation skills
- Proven ability to effectively promote all bank products and services
- Excellent written and verbal communication skills with effective+ sales acumen
- 3-5 years commercial lending experience with credit analyst experience or minimum of 4 years of commercial lending experience without credit analyst training
80
Corporate Banking Relationship Manager Resume Examples & Samples
- Provides financial advice to customers
- Obtains loan approval within assigned limits, managing loan and portfolio credit quality
- 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
- 8+ years of lending experience
- FINRA series 79 and 63 licenses preferred
- Well-developed sales and marketing skills
81
Private Banking Relationship Manager Resume Examples & Samples
- Act as the principal account and relationship manager for new and existing High-Net-Worth Wealth Management Clients
- Maintain a high level of client satisfaction by generating, managing and proactively advising for a High-Net-Worth Private Banking portfolio of clients
- Develop, generate and follows-up on new client leads through existing clients and referrals from other bank departments
- Call on existing relationships to advise and makes recommendations as needed
- Be responsible for sales, credit analysis, monitoring, proper loan structuring for Consumer, Insurance, Real Estate, C&I, Mortgage and other Asset based lending. (Investment Lines of Credit, Unsecured lending)
- Cross sell other bank products
- Be adaptable and take on additional assignments as needed including Treasury Management, Investments, Insurance, Financial Planning and Trust Services
82
Commercial Banking Relationship Manager Resume Examples & Samples
- Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships
- Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships
- Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients
- Identifies and successfully capitalizes on cross-sell opportunities and makes appropriate referrals
- Middle market commercial lending experience
83
Corporate Banking Relationship Manager Resume Examples & Samples
- Develop a carefully balanced strategic and operational business plan including objectives, product plan, marketing and sales plan, operating policies and performance measurement systems for the department under the general guidelines provided by the Managing Director
- Promote the sales and marketing activity to the target market decision makers within customer organizations throughout the defined markets
- Carefully seek and exploit new market opportunities continuously for the division (30%)
- Support RMs by acting as liaison between Asian Corporate Banking (East) and Product Office in NY and other departments to cross-sell bank products and services by proactively identifying transaction opportunities, marketing each product to identified clients, negotiating the terms and conditions, and executing and documenting the transactions
- Such products will include derivatives, capital markets activities, foreign exchange, mergers and acquisitions, leasing, securitization, syndications, structured and trade finance, and cash management activities (20%)
- Negotiate terms, structure loan financing based on risk considerations, and present credits for approval to appropriate levels of authority within the bank as required
- Support the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge (10%)
- Operate as the key member of the deal and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns as well as deliver activities in instituting cross-selling initiatives to clients across all areas of the bank and transitioning them into significant sales (5%)
- Perform and coordinate other duties and projects as assigned by Department Head or RMs (5%)
- Bachelor’s degree in Business/Finance/Economics or equivalent work experience required
- MBA / CFA preferred
- Excellent oral and written communications skills including excellent business writing, editing, and proofreading skills
- Japanese/English bilingual skills required
84
Ag Commercial Banking Relationship Manager Resume Examples & Samples
- Strong relationship management and business development/sales skills
- Thorough knowledge of credit and credit quality
- Thorough knowledge of bank products and services
- Excellent presentation, verbal and written communication skills
85
Digital Banking Relationship Manager Resume Examples & Samples
- Responsible for educating clients on the business benefits of Digital Insight' products and services
- Prepare proposals and presentations for specific recommendations for programs, services, and products
- Attend conferences as required to network, establish and maintain relationships
- Represent Digital Insight at trade shows
86
Government Banking Relationship Manager Resume Examples & Samples
- Through a formal call program, will expand a portfolio of clients by effectively cross-selling opportunities for each assigned relationship to include, but not limited to: credit capital markets services, treasury management services, insurance, M&T Investment Group and employee benefits products
- Works with business officials of local government organizations and school districts, their financial advisors and bond counsel, to procure negotiated bond underwriting business
- Being an advisor to clients on all financial needs with an increased emphasis on municipal investment banking
- Bachelor’s degree or in lieu of a bachelors, four years of relevant work experience
- Five years’ experience in government banking lending or similar field
- Proven track record with refinancing transactions, debt restructurings for local governments
- Prior public finance experience supporting underwriting and financial advisory engagements
- In market experience
87
Bus Banking Relationship Manager Resume Examples & Samples
- Makes retention and business development calls on existing and potential new customers
- Develops new customer prospects and business for the Bank
- Verifies loan documents are complete and accurate according to approval
- Coordinates and attends loan closings
- Recognizes opportunities to offer customer(s) additional bank products and services to meet their needs
88
Private Banking Relationship Manager Resume Examples & Samples
- Maintains a client portfolio for the bank (<$10MM)
- Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations
- Work with Management to make recommendations on loan pricing which are competitive with the marketplace and achieves an acceptable return for the bank
- Work with Management to structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protect the bank
- Work with Management to recognize client needs and matching the bank's capabilities to meet these needs
- Work with Management on loan structure, pricing, and other product/services for clients
- Maintain a thorough knowledge of bank's lending policies and regulatory requirements with a particular knowledge of Consumer regulations
- An ability to work with multiple channels to solve the client need: consumer, business banking and commercial
- Include or introduce Treasury Management Sales Officer and Iberia Wealth Advisor to gather key information to identify Treasury Management and Iberia Wealth Advisor opportunities
- Maintain proper house-holding of relationships
- Utilize the appropriate underwriting channel for the client
- Continually upload financial information and client detail into central repository throughout the underwriting process
- Gather financials for new and renewal opportunities with clients
- Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process
- Work directly with the underwriter to ensure accurate reflection of financials
- Work directly with the underwriter to ensure accurate preparation of Loss Given Default, Probability of Default, and Risk Adjusted Return on Capital models at time of new/renew requests
- Coordinate deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter
- Works with other Team Members to appropriately ensure accuracy of underwriting package
- Create/Prepare term sheets, with Management supervision
- Finalize term sheets to meet client and bank needs
- Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team
- Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer
- Create/Prepare Commitment Letter with Management supervision
- Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed
- Responsible for reviewing closing documents
- Responsible for communication with client
- Identifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions
- Ensure receipt of all financial and covenant requirements of client relationships, managing exceptions as dictated by policy
- Annual Review of client relationships as dictated by policy
- Annual Risk Rating of client relationships as dictated by policy. This role is responsible for completing of Probability of default and Loss Given Default models for on-going annual portfolio management
- Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy
89
National Corporate Banking Relationship Manager Resume Examples & Samples
- Master’s degree (or equivalent experience)
- Requires strong relationship management and business development abilities
- Strong sales skills, and an extensive knowledge of credit and credit quality
- Must possess a broad knowledge of bank products and services that results in successfully capitalizing on all opportunities to cross-sell the bank’s products
- Must have the ability to work effectively with individuals and groups across the company to manage customer relationships
90
Commercial Banking Relationship Manager Resume Examples & Samples
- Bachelor's degree or equivalent experience consisting of 6+ years in a financial services position
- 10+ years of experience within financial services
- Nonprofit and governmental Relationship Manager work experience
91
Commercial Banking Relationship Manager Resume Examples & Samples
- High caliber market-based coverage, deeply embedded in our community
- Proactive delivery of tailored ideas and solutions to help businesses achieve smart growth
- Seamless delivery of entire bank by effectively partnering with Product, Industry, and Investment Banking experts
- Ability to deliver product expertise in Credit, Treasury & Payment Solutions, and Capital Markets
- Bachelor’s degree or equivalent experience consisting of 8+ years’ experience in a lending credit, Treasury Management, Private Wealth Management, sales training or 8+ years in a financial services position
- Demonstrated experience and success in meeting sales goals, managing client relationships and experience in credit analysis, underwriting, and financial analysis
- MBA or Advanced Degree
- Experience in Capital Markets and/or Investment Banking
- Industry expertise that aligns with SunTrust’s industry partners
92
Private Banking Relationship Manager Resume Examples & Samples
- Requires a Bachelor's and 2+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements
- Working knowledge of investments, trust, commercial lending, mortgage, affinity and insurance
- Must be independent and display sound judgment. interpersonal communication skills and commitment to a high degree of service quality. Intermediate word processing and spreadsheet software experience is required
93
Government Banking Relationship Manager Resume Examples & Samples
- 10-15 years of commercial bank experience with increasing levels of responsibility and demonstrated outside sales success or equivalent experience in public sector
- Bachelors Degree in Accounting, Finance, Economics, or equivalent experience
- Established network and referral sources in Government Banking sector at State and higher end client level
- Extensive knowledge of commercial banking products and services both credit and non credit
- Superior sales, presentation, interpersonal, negotiation and written and verbal communication skills
- Ability to mentor and develop a team
94
Government Banking Relationship Manager Resume Examples & Samples
- 5+ years of banking experience
- 3+ years of client management experience
- Knowledge of unit(s) and relation to industry
- Demonstrated financial sales skills
- Demonstrated success leading capital markets deal teams
95
Private Banking Relationship Manager Resume Examples & Samples
- Responsible for the establishment and achievement of personal goals and objectives, including the generation of revenue and the maintenance of customer satisfaction
- Meet the varied and diverse financial needs of customers by informing them of other bank products and services such as investment options, financial and estate planning services
- Manage a portfolio of accounts; making decisions affecting account administration and issues which affect customer relations
- Provide service to and develop rapport with existing customers and prospects to retain and expand existing relationships and foster new ones
- Administer current private banking accounts and generate new business to achieve revenue goals
- Maintain knowledge and understanding
96
Transaction Banking Relationship Manager Resume Examples & Samples
- Managing and recommending transactional banking requirements for clients
- Creating efficient and effective transactional banking and payment solutions
- Managing transactions right through to settlement and completion