Manager, Relationship Manager Resume Samples
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Manager, Relationship Manager Resume Samples
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CM
C Mosciski
Crawford
Mosciski
63753 Brown Glens
Boston
MA
+1 (555) 504 5191
63753 Brown Glens
Boston
MA
Phone
p
+1 (555) 504 5191
Experience
Experience
Detroit, MI
CB Relationship Manager
Detroit, MI
Mante, Bernier and Pouros
Detroit, MI
CB Relationship Manager
- Develop a detailed calling plan
- Position Title: Relationship Manager
- Work with product partners (CTS, FICC and CMO) to structure and sell solutions across the product universe
- Apply established Citi policies and guidelines to complete periodic credit reviews
- The job is a front-line relationship job and the primary interface is external with the customers – (CFO, Treasurer and working teams)
- Responsible for overall parent relationship management and adding new relationships to the bank
- Responsible for originating and closing business on a stand-alone basis
Los Angeles, CA
Wtris Relationship Manager Ii Cyud
Los Angeles, CA
Spinka and Sons
Los Angeles, CA
Wtris Relationship Manager Ii Cyud
- Work with Unit and Section Manager on Alliance Level/Client services
- Provide Performance Partnership Objectives to staff
- Participate in the CRS Relationship Management Call/Visit Procedure
- Analyze current fees for services being provided and implement fee increases
- Provide Proactive Services to Clients/Alliance Partners
- Partner with Client Development to look for cross-selling and growth opportunities
- Perform Annual Account Reviews on assigned accounts
present
Los Angeles, CA
Executive Relationship Manager
Los Angeles, CA
Jerde, Hudson and Stamm
present
Los Angeles, CA
Executive Relationship Manager
present
- Develops and enhances strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention
- Present and execute marketing and promotional initiatives to increase transactions, grow market-share and improve merchant stated awareness for DFS
- Establish / maintain strong relationships with decision-makers across all divisions of the assigned strategic partners
- Lean, Six Sigma and/or demonstrated process improvement expertise a plus
- Implement and support operational initiatives and ensure full compliance with Discover Networks Change Release process, compliance and business practices
- Broadly represent Payment Services and DFS (i.e. Discover Network, PULSE, DCI and Discover Card) as the strategic liaison and central point of contact
- Independently drive acquirer development efforts with our larger, strategic and complex acquirers and act as primary support for the assigned acquirer(s)
Education
Education
Undergraduate Degree in Business Related Field
Undergraduate Degree in Business Related Field
Chapman University
Undergraduate Degree in Business Related Field
Skills
Skills
- Ability to work independently in a home office environment
- Ability to produce and deliver influential presentations (internal & external)
- Proven ability to produce and deliver influential presentations to senior level audiences (internal & external)
- 8- 10 years of successful and proactive payments industry experience with large, strategic and complex Acquirers
- Broad payments industry experience and knowledgeable about acquiring industry and key business functions: planning, strategy, marketing, finance, operations, etc
- A proven track record of driving acceptance, growth and engagement by developing and executing acquirer focused sales & business development strategies
- 8 years of successful and proactive payments industry sales/relationship management experience with focus on payments industry technology
- Exceptional relationship management and consultative sales skills and proven experience building deep and influential relationships with key stake holders, executive level clients and internal business partners
- Project management, business analysis, interpersonal and communication skills
- Lean, Six Sigma and/or demonstrated process improvement expertise
15 Manager, Relationship Manager resume templates
Read our complete resume writing guides
1
CDO Relationship Manager Resume Examples & Samples
- Bachelor's degree in finance, or equivalent work experience
- 10 or more years of experience in trust administration, product knowledge, sales and customer service
- Considerable knowledge of account management, trust operations, and legal regulations
- Comprehensive knowledge of structured finance transaction documentation, negotiation, policies and procedures
- Strong interpersonal, verbal and written communication
- Ability to identify and mitigate potential risk
2
New Relationship Development Manager Equipment Financing Resume Examples & Samples
- Referrals will only be eligible for the special incentive referral bonus pay-out based on date of referral submission during special program eligibility dates. All other guidelines under the WDYK program are applicable
- 5+ years of experience in Sales and in establishing/ managing major financing programs
- Solid Leasing business experience (ideally in IT, Office Equipment, Telecommunication)
- Project management experience in implementing new projects and products
- Ability to negotiate agreement with senior-level counterparts
- Flexible, energetic, autonomous, motivated self starter
- Fluency in English / Italian
- EU work permit
3
C &, Relationship Manager Resume Examples & Samples
- Negotiate terms and conditions for loans, leases, etc
- Actively cross-sell bank products
- Sponsor loan requests through the appropriate credit approval process
4
New Markets Advisory Board Coordinator & Relationship Manager Liaison Resume Examples & Samples
- Onboarding new Board members, helping them navigate risk, control, and HR processes
- Planning and execution of events to engage Advisory Board members in the shaping of our New Markets strategy
- Partnership with PBWM Marketing in the planning and execution of innovative Board member and client cultivation events
- Serving as a liaison between Board members and key CS parties from PBWM relationship managers, to experts and specialists across the bank to support their wealth creation and entrepreneurship needs
- Ownership of monitoring and reporting on the development of our relationships with Board members. Are they well-covered and are they taking advantage of Credit Suisse Products and Services?
- Working with the New Markets team to plan and execute a communications strategy to keep Board members appraised of New Markets progress, media developments, new research reports and more
5
Reinsurance Relationship Manager Resume Examples & Samples
- Thorough knowledge of capital markets and reinsurance
- Interact with senior management to advise on reinsurance issues. This is often done through meetings so management can make properly informed decisions
- Able to drive key projects to completion by providing leadership and direction to individuals both inside and outside the department
- Manage relationships with a range of current and potential reinsurance counterparties
- Coordinate with reinsurance administration team to resolve issues that may arise on existing treaties
- Key role in developing and implementing overall reinsurance strategy
- Structure and negotiate new reinsurance transactions
- Manage governance process for new transactions and changes to existing transactions including development of informational materials for relevant committees
- Assist with other projects that may leverage capital markets/structuring knowledge and/or counterparty relationships
- Conforms with and abides by all regulations, policies, work procedures, instruction, and all safety rules
6
CBG Relationship Manager Resume Examples & Samples
- Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio
- Ensures job duties are performed within established BOW controls, risk, and audit protocols
- Some supervisory/managerial experience helpful
7
Reid Relationship Manager Resume Examples & Samples
- Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs related to Commercial real estate. Primary focus is on finding new business opportunities within the following areas: Industrial, Office, Apartment, Retail and Residential
- Actively attends market and industry events, meeting with clients and prospects to thoroughly understand current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs
- LI-LN1
- Bachelor’s Degree in Business or Finance; Master’s/Advanced Degree in Business or Finance (preferred)
- Ten or more years of directly related experience
- Must have strong knowledge of real estate lending fundamentals in the Seattle and surrounding markets as well as Portland and surrounding markets encompassing the Pacific Northwest Region
- Acts as a back-up to the Regional Manager, providing guidance and assistance as needed; Serves as a role model for junior staff in actions, behaviors, and results
8
VP, Remote Relationship Manager Resume Examples & Samples
- Client Outreach - Manage the portfolio via client outreach via phone, continuous monitoring of client relationship including KYC/AML, product and banking needs. Responsibilities include the recognition of early signs of credit deterioration, the timely completion of annual reviews and quarterly call reports while partnering with the local RM and Portfolio Management in Texas
- Relationship Management - Manage existing base of client relationships and timely submission of quarterly call reports and annual reviews to Risk/Credit Center with the focus on a strategy to mitigate potential risk and identify opportunities
- Technical Skills - Effectively utilizes all applications, tools, and databases used to process transparent end to-end client support. Knowledge of systems related to loan processing, origination, Cash Management and Liabilities
- Controls - Strictly adhere to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Perform within resolutions and quality standards as defined
- Strong expertise in credit underwriting and formal credit training required
- 5-7 years with Commercial/Corporate Banking
- Analytical and risk mitigation. Must understand credit worthiness and identify red flags
- Teamwork, verbal and written excellence, resilience and highly motivated developing a new department
- Must be flexible and understanding in challenging and ever-changing environment
- Bachelor degree with emphasis on Finance/Business/Economics
9
Infrastructure Relationship Manager / Pmo-eis Resume Examples & Samples
- Act as the lead project manager for several Infrastructure Technology Transformation initiatives
- Work with key business partners and application development teams to deliver high-profile infrastructure projects
- Lead several Governance requirements and initiatives
- Strong leadership and excellent communication skills required
- 8+ years Technology experience in the financial industry
- Fluency with all major Excel and PowerPoint functions required
10
Learning & Development Relationship Manager Resume Examples & Samples
- Contribute to the strategic design and management of the Global Graduate Recruitment & Development work streams and other global project teams
- Drive and develop global junior learning and development initiatives, such as managerial effectiveness and increasing consistency across global graduate programs
- Deliver coaching / interventions to build capability of senior leadership to effectively manage junior talent
- Cross-business responsibility to help deliver Citi’s junior learning and development strategy
- Proactively advise and coach Citi’s cross-franchise business leaders to identify the key skills and competencies needed in junior talent to deliver against business and organizational objectives
- Form collaborative stakeholder relationships with business leaders and HR Advisors across the Citi franchise and the relevant business-aligned Learning Advisors
- Leverage network of external vendors and providers to ensure effective, efficient and value-added delivery of learning and development initiatives
- Leverage internal network and knowledge of internal Citi programs and curricula in order to provide effective, efficient and value-added delivery of junior learning and development initiatives
- Evaluate and report the effectiveness of all programs and interventions through the development and analysis of related metrics
- Stay abreast of current trends in learning technology and seeks opportunities to implement new solutions that align with learn strategies
- Effectively partners with finance, legal, compliance, technology, HRSS, etc
- Learning and Development (or other relevant HR functional experience) in Financial Services – 7-10 years
- Experience working across regions, cultures, geographies required
- Can build multi-year Learning strategy for junior franchise talent
- Sound understanding of Citi businesses, their business strategy, goals and objectives so as to engender high credibility
- Excellent advisory skills and able to ask the right questions so as to clearly understand the client’s needs and issues
- Demonstrated experience in learning needs analysis, in addition to the diagnosis, analysis, design and implementation of learning and development solutions in a multi- geography context
- Demonstrated expertise in applying adult learning principles
- Solid understanding of L&D offerings in the local/regional/global, internal/external context, and the resultant judgment to know the most appropriate solution to offer the client
- Strategic learning vendor solutions management
- Multi-year L&D experience - established learning professional having provided strategic learning support for large and complex organizations in the junior talent space. Proven track record of delivery and achievement
- Outstanding relationship & advisory skills – so as to enable the development of productive and trusted relationships with business leaders, in addition to colleagues within HR and L&D regionally and globally, and relevant external partners
- Strong communication and questioning skills
- Accountability and execution – consistently operating at high standards of quality and accuracy within required timeframes. Ensures decisions are made, and outcomes delivered
- Self-starter – positive, energetic and able to prioritize and act upon the important issues whilst keeping communication channels open to relevant stakeholders
- Highly organized and able to deliver against firm timelines
- Coach and develop others – effective leadership of small team, whilst ensuring each team member is continually building upon their skills and capabilities
11
Relationship Manager, Government Banking Cvny Resume Examples & Samples
- Works with business officials of state and local government organizations and school districts, their financial advisors and bond counsel, to procure negotiated bond underwriting business
- Follows market trends and developments to increase the Bank’s business in established and developing markets
- Represents the Bank in civic and community activities
- Bachelor’s Degree or in lieu of a bachelor’s degree, four years of equivalent experience
- Minimum of five years commercial portfolio management experience
- Proven relationship building and business partnering skills
- Knowledge of credit and non-credit products
- Experience structuring tax-exempt and taxable fixed rate bond issues and variable rate debt
- Strong financial acumen required
12
Wtris Relationship Manager Ii Cyud Resume Examples & Samples
- Complete client billing and resolve aged receivables timely
- Maintain client communications on regulatory, legal, accounting and account-related matters
- Continue to look for automation and streamlining opportunities
- Analyze current fees for services being provided and implement fee increases
- Foster a team environment
- Serve as a mentor for staff
- Provide Performance Partnership Objectives to staff
13
Digital Relationship Manager Resume Examples & Samples
- Resolve issues in a timely manner with daily follow-ups and provide exceptional customer service to improve the experience and maintain acceptable service level scores
- Proactively support customer segmentation criteria within the bank to ensure that our customers receive the proper level of service through the correct line of business
- Follow onboarding procedures on all portfolio customers managed and tracked through Customer Relationship Management (CRM)
- Advocate the use of non-branch channels specifically, ATM Deposit, Mobile Remote Deposit, Online Banking, Mobile Banking. Educate customers on how to resolve service needs without utilizing the branch network
- Three years of bonafide digital revenue generation or financial services experience with emphasis in consumer lending and deposit and loan sales. (Five years – DRM II)
- One year prior experience in proactive outbound sales preferred. *4. * One year of portfolio management experience preferred for DRM. (Two years required – DRM II)
- Must be proficient in social media forums and digital communications
14
Campaign Manager, Relationship Marketing Resume Examples & Samples
- Degree qualified (Marketing)
- Minimum 5 years marketing experience, post-graduation, in a service industry, preferably financial services
- Sound marketing experience and understanding
- Experience in developing and executing Relationship Marketing campaigns delivering results
- Experience in value proposition development
- Has an understanding of customer drivers in product adoption and usage
- Proven project/campaign management skills
- Strong understanding of data and analytics
- Strong communication both written and oral
- Proven stakeholder management
- Planning and budget management
- Track record of execution and results delivery
15
CB Relationship Manager Resume Examples & Samples
- Sound understanding of the Corporate Banking business and its related products, pertinent regulations affecting it and the lending and credit approval process
- Knowledge of Citi’s credit policies is a requirement
- Strong planning, negotiation, organizational and analytical skills
16
Relationship & Business Development Manager Resume Examples & Samples
- Tertiary qualifications in a relevant discipline
- A passion for driving business development
- Strong credit skills ideally within a business banking environment
17
Gcg-relationship Manager, Citi-at-work Resume Examples & Samples
- Operating in a competitive banking environment to sign new companies onto the CAW employee banking and benefits program, manage existing relationships to ensure regular contact and employee engagement and manage company and customer expectations with regards to new account origination and fulfillment
- Collaboration with internal teams across Corporate and Commercial banking, Product, Marketing and Sales teams to secure new relationships and run a series of high-quality events designed to engage the employees of target companies and bring the bank to the workplace
- Providing regular business updates so that the company and the employees can be well-informed and stand to benefit from the full range of preferential products and services across the banking, cards, auto & home loans, insurance & wealth management spectrum offered through Citi At Work
- Tertiary Degree
- At least 2-3 years of Corporate Sales experience, not limited to banking
- Advanced Sales & Negotiation Skills
- Strong Presentation & Communication Skills, written & verbal
- Enhanced Microsoft Office Skills
18
Data Integration & Relationship Manager Resume Examples & Samples
- Maintain in-depth awareness and understanding of Baird’s technologies, products and services
- Understand file structures and data used throughout the firm
- Interact with Product Management, Marketing, Client Services, Information Technology and other internal clients to
- Translate business requirements into detailed product requirements, functional specifications, use cases, and business process flows
- Facilitate trade-off decisions, functional BA review and sign off, system testing and issue investigation
- Act as the primary interface between with our service provider and IT in submission and prioritization of enhancement and regulatory requests
- Build and maintain a positive working environment with the service manager as well as our IT Liaison
- Analyze the impact of technology through a variety of methods considering factors such as business process improvement, productivity improvement, cost reduction, improved service level, compatibility, and impact on existing systems and equipment
- Quality Assurance: develops and executes test plans to assure that product installations and enhancements work as expected
- Execute data query process on Beta and SQL to facilitate research, analysis and reconciliation of data integrity issues
- Perform other projects as assigned
- Minimum 5 years of work experience in financial services or related industry
- Minimum 7 years experience analyzing impact of technology through a variety of methods considering factors such as business process improvement, productivity improvement, cost reduction, improved service level, compatibility, and impact on existing systems and equipment
- Experience gathering and writing comprehensive software requirements specifications
- Advanced computer skills, with proficiency in Microsoft Word, Excel, Power Point and Access
- Possess in-depth awareness and understanding of Baird’s technologies, products, services and operations
- Strong communication and organizational skills with the ability to prioritize and complete multiple tasks under strict deadlines
- Highly motivated individual who has a desire to learn, and an ability to think creatively in a demanding environment
- Ability to work independently and effectively, relating to others in order to accomplish work responsibilities and objectives
- Series 7 or 66 licensed or willing to obtain within 6 months of hire
- Ability to lead and inspire peers and others with informal reporting lines
19
Licensed Private Client Group Relationship Manager Resume Examples & Samples
- Previous experience in a financial sales/incentive-driven environment
- Computer skills including ability to work on Windows applications
- Partnership and consultative sales skills
20
Relationship Manager Iv-healthcare Resume Examples & Samples
- Effectively managing and building a portfolio of clients in the Healthcare - Not-for-profit and to a lesser extent for-profit and effectively identifying cross-sell opportunities for each assigned relationship
- Marketing to assigned clients a broad range of financial products to include, but not limited to: credit, capital markets services, treasury management services, asset management, PNC Advisors and employee benefit products
- Minimum ten years of Relationship Manager experience in corporate banking required
- Healthcare and not for profit experience preferred
- Knowledge of banking and investment regulations
- Excellent organizational skills – deadline focused
- National Healthcare - Series 63 and 52 required and may be obtained within 120 days post hire
21
Relationship Manager Indian Subcontinent Switzerland Resume Examples & Samples
- Uncover needs that are not articulated or clearly expressed by the client
- Bring together the appropriate product experts to develop tailored, long-term solutions for clients
- Help clients achieve financial and investment goals related to the creation, management, and transfer of wealth
22
Ficc Electronic Trading Sell-side Relationship Manager Resume Examples & Samples
- Managing and growing our client base by creating a pipeline of clients through prospecting, relationship management, referrals, cross-selling and events
- Directly impacting sales and adoption through on-site meetings with clients and prospects where you present unique Bloomberg solutions across our Liquidity Management Solutions
- Influencing the direction of our product by providing feedback to Bloomberg's business managers on user demand, market practices and product enhancements
23
Relationship Manager Ae Support Analyst Team Resume Examples & Samples
- Supports Account Executives in the overall servicing relationship of Chase Paymentech corporate clients, strategic relationships and affiliate banks
- Provides support necessary to solidify and expand acquiring relationships with corporate merchant accounts through the use of relationship development, effective communication, and problem solving skills
- Services as primary support contact for a portfolio of national merchants. Responds to and resolves inquiries and issues directly from key merchant contacts
- Develops and distributes custom reports as needed
24
Industry Relationship Manager Resume Examples & Samples
- Develop key TAP customer relationships through face to face visits, phone calls and e-mails to understand organizational structure, buying needs, trends, etc. that will ultimately translate to new programs created to answer their challenges
- Research and Identify new attendee target segments with the potential to deliver high level attendee buyers from leading attendee companies within the sector
- Attend appropriate competitive shows and key industry events to strengthen develop customer relationships and prospect new business
- Maintain accurate contact information on TAP customers; update as new information arises
- 3-6 years of Account Management/ Sales or related experience desired
- Background in Hardware, Home and Garden, DIY, or Paint industries preferred
- Strong attention to detail needed
- Strong computer skills (EXCEL, WORD, POWERPOINT)
- Excellent organizational and planning skills required
25
Director Subadvisory Funds Relationship Manager Resume Examples & Samples
- Relationship Management: serve as a contact for prospective and existing subadvisers. The successful candidate will be the primary contact to effectively manage hundreds of investment advisers who are desirous of becoming a subadviser with Columbia Management. This person will form and sustain valuable external business relationships and networks. This person will work closely with research analysts in developing and implementing a plan to identify firms in which Columbia Management has an interest in monitoring as a part of its research process
- Meeting Facilitation: lead activities for conference calls and other investment meetings with prospective subadvisers
- Due Diligence: coordinate initial and ongoing due diligence of prospective and existing subadvisers. This person will evaluate the feasibility of a subadvisory relationship from a non-investment viewpoint, including compliance, operations, risk management and other considerations
- Product Development and Project Management: support or lead subadvisory work streams for new and existing products, including the hiring and termination of subadvisers
- Industry Coverage: responsible for understanding the state of the subadvisory industry, including product and fee trends
- Reporting: collect and disseminate information and routine reporting by prospective subadvisers
- College degree or equivalent
- 10+ years previous financial services/relationship management experience
- An extensive network of industry relationships within the asset management industry
- Strong relationship management experience with investment advisers
- Ability to work independently and manage multiple priorities simultaneously
- Effective verbal, written and interpersonal communication skills
- Strong analytical and problem solving skills and attention to detail
- Experience with Microsoft Word, Excel and PowerPoint
- A working knowledge of regulatory requirements for mutual funds
- Ability to travel 30-50% of the time
- 7+ years investment management experience
- Prior people leadership experience
- Proven ability to lead and influence within and outside the organization
- Knowledge of complex investment strategies, including compliance, legal and operational implications of executing those strategies
- Knowledge of the Investment Company Act of 1940 and Investment Advisers Act of 1940
- Demonstrated success in leading projects, managing products, or both
26
Learning & Development Relationship Manager Cib & Cmo Resume Examples & Samples
- 7-10 years of experience in Learning and Development within the Financial Services industry
- A proven record of managing external vendors through the end-to-end process of program delivery
- Candidate should also demonstrate effective stand-up delivery / facilitation skills
- Knows and has strong relationships with relevant and "best in class" external vendors
- Ability to work in conjunction with other curriculum specialists, to leverage core-curriculum offerings and provide appropriate tailored solutions
- Manages training curriculum, including design and delivery of training programs
- Provides facilitation and delivery services where appropriate
- Maintains and ensure accuracy of all L&D related information (i.e. website info, participation, evaluations, cancellation rates etc.)
27
Internal Relationship Manager, Milwaukee Area Resume Examples & Samples
- Communicate, and rollout the strategic vision & sales process for payments solutions sales across the organization and lines of business. Be a single point of contact with payments solutions subject matter expertise
- Provide measurable reporting for management detailing applicable performance data unique to each partner. Implements written short-and long-term plans for achieving sales goals. Responsible for and works with management to ensure these goals are developed and implemented within each applicable line of business
- Provide payments solutions/direction, collaboration and training for line of business. Implement systems and programs to prospect and generate more leads & completed sales
- Work interactively with all business line channels to develop consistent and open communications around program strategies, growth and development. Includes regularly scheduled visits and training to various business lines to create awareness, deepen bank-side product knowledge and increase sales. Champion the voice of our internal/external customers, as a balanced customer advocate
- Prepare and deliver communication plans to leadership that clearly outlines key initiative objectives, plan on how these will be executed and what the follow-up and inspection process will be
- Participates in Payments Solutions planning teams/committees. Active involvement in key meetings such as District manager meetings and huddles. Coordinate and participate in quarterly reviews, annual meetings and planning sessions
- Serves as the primary escalation/resolution point for payments-based issues. Facilitates resolution by working with partners, as necessary
28
Relationship Manager Japan Desk Resume Examples & Samples
- Manage the development of relationships to effectively meet the goals and objectives of Citigroup in Sub Sahara in the target market space. It will include leveraging on our existing Japan franchise/relationships and work closely with PAM's, Relationship Managers of Japan to assess the investment/transactional Japanese flows into Sub Sahara Africa. This will be accomplished as follows
- Achieve financial targets in terms of growth in assets, x-sell and revenue target for TM names
- Coordinate client strategy with SAMs across different countries, leveraging local expertise and the
- Japanese relationship
- Account Planning
- Develop a list of TM clients, wallet size potential & develop actionable business plans to ensure that the financial objectives are meet. In addition, the plan should also take into account Citigroup credit & compliance standards & policies
- Partnership with Product & risk management to assess requirements and execute customer needs
- In addition to product & risk, interact & co-ordinate across other important functional areas of the banks such as such as legal, compliance & operations
- Self-starter with the ability to think creatively
- Ability to manage multiple projects in a fast paced
- Previous marketing experience
- 5+ years of marketing MBA
- Exceptional team and relationship management skills
- Strong product and risk knowledge
- Exceptional interpersonal and influential skills
- Should be fluent in both English & Japanese
- 8+ years experience
29
Relationship Manager, Retail FIG, Director Resume Examples & Samples
- Execute Retail FIG relationship management & business development responsibilities with FIG NA clients and prospects in alignment with the group business plan
- Partner with colleagues within Retail FIG, Global FIG, USWA, and across the firm to drive new business opportunities and solve complex client issues and challenges
- Work as a teammate to and coordinate client service deliverables with the designated client service relationship manager from FIG NA Client Service Team
- Collaborate with the Retail FIG heads of wholesaling and channel marketing to align sales, marketing, and value add efforts with firm specific account plans
- Represent Retail FIG and BLK at client and industry events
- Take ownership of and coordinate all RFP opportunities with the Retail FIG Client Service Team
- Appear at and lead client board meetings on behalf of BLK
- Mentor, coach, and provide leadership to peers and subordinates
- Partner closely with the Head of Retail FIG to help shape the strategic direction of the business
- CFA, and/or MBA, and/or CIMA preferred
- 10-15 years of relationship management & business development experience with intermediary clients
- 3-5 years of experience working with insurance company C suite preferred
- Excellent interpersonal and leadership skills
- Excellent problem solving & negotiation skills
- The ability to think strategically and engage in C level dialogue with clients in order to execute the business plan and differentiate relative to competitors
30
Onboarding Relationship Manager Resume Examples & Samples
- Working closely with various stakeholders, for example, Client Service, Operations, Credit, Legal, Compliance, and Risk teams ensuring the client is set up correctly within the clearing operation
- Understanding Client Requirements, effectively translate this to various stakeholders and ascertain the appropriate solution for the client
- Working with the Client to ensure they have the correct data and tools to assist with trade and financial reconciliation processes
- Tracking account opening, through raising KYC, AML and credit approvals to handing the client over to the support and BAU functions
- Providing a Status on-boarding tracking log for both the Client and Internal Management
- Assisting with RFPs, client materials and face to face client meetings
- Participation in new project initiatives
31
Citigold Executive Relationship Manager Resume Examples & Samples
- Identify client financial needs and cross-sell opportunities by completing a financial needs analysis and either meeting those needs through the sale of appropriate products or referring opportunities to the appropriate channels e.g. Mortgage Specialists, etc
- Experience within the Finance/ Superannuation industry with a track record in Sales performance
- Experience in providing Financial Planning strategies to High Net Worth clients
- Diploma of Financial Services and Treasury background is highly desirable
- Strong communication, problem solving and negotiation skills
- Demonstrated Sales ability with an emphasis on Quality of Service
- Ability to build positive, long term relationships with Citibank's clients
32
Licensed Relationship Manager Resume Examples & Samples
- Provides banking sales solutions for deposit, loan and investment products (with appropriate licensing)
- Consistently executes the Key Sales process (Opportunity management, Needs Assessment, Present/Pitch, Fulfillment and Follow Up) and seeks opportunities to deliver distinctive customer service on each client interaction
- Participates in special projects, sales campaigns and assignments as requested
- Assists with coaching and training tellers and other branch professionals
- Identifies and resolves complex client service opportunities
- High School Diploma or equivalent experience
- Ability to develop a base of Centers of Influence (COIs)
- Excellent communication skills and ability to work in a team environment
- Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.)
- Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls - FINRA Series 6 and 63 investment licenses*
33
Licensed Relationship Manager Resume Examples & Samples
- As needed in limited circumstances may be asked to provide backup on the Teller platform assisting new and existing clients of the bank with account transactions maintaining responsibility for a cash drawer and following proper balancing procedures
- 1 year of experience in developing current and new customer relationships achieving sales goals and building referral sources
- Foundational knowledge of sales and service techniques with consumers and small businesses including tele-consulting outside calling prospecting and networking
- Ability to interact with business partners such as Key Investment Services Mortgage and Business Banking Sales Professionals
- Working knowledge of PC (MS Windows and Office Products including Word Excel etc.)
34
CBG Relationship Manager Resume Examples & Samples
- Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management
- Assists in obtaining financial statements and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks
- Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality
35
Executive Relationship Manager Resume Examples & Samples
- Strong knowledge of financial statement and credit assessment skills incorporation (background of sound business lending)
- Strong verbal and written communication skills, computer literacy and client focus
- Ability to work autonomously, work with a team and solve problems quickly
36
Relationship Manager, Sydney Resume Examples & Samples
- General Relationship management experience ideally doing deals between $1-10 million and an average of between $4-5 million
- Excellent customer focus
- Strong understanding of the Business Owner Agenda and ability to translate and implement into daily activities
37
Citigold Executive Relationship Manager Resume Examples & Samples
- Cross-sell and up-sell the client portfolio through the provision of both Wholesale transactions and general financial advice, with a focus on affluent, high net worth clients
- Proactively source and develop new business from internal and external referral networks
- Meet assigned referral, balance sheet growth and activity targets in line with current scorecard
- Work closely with internal stakeholders and subject matter experts to achieve business goals and targets
- Leverage working knowledge of investment and banking products as required to deepen client relationships
- Actively participate in client activities such as product information seminars
- Actively participate in client activities such as seminars
- Degree qualification in Business/ Finance
- Advanced Diploma in Financial Planning (RG146 qualified), and Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
- 10+ years Financial services industry experience
- Extensive markets knowledge in investment, wealth management and treasury products
- A proven track record in sales- stockbroker background is preferable
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Relationship Credit Assistant Manager Resume Examples & Samples
- Degree in a business related discipline
- Credit lending background dealing with large multinationals
- Ability to be organized and to be detail-oriented
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CB Relationship Manager Resume Examples & Samples
- The candidate would be a Relationship Manager in Local Corporate Banking covering a portfolio of corporate relationships in the west region and responsible for ICG revenues on these relationships
- Managing a portfolio of mainly pharma and FMCG names in Mumbai and Ahmedabad
- Prospecting new customer relationships
- Grow the bank's revenue base by deepening existing customer relationships and new customer acquisition
- Understand industry trends and outlook
- Apply established Citi policies and guidelines to complete periodic credit reviews
- Responsible for overall parent relationship management and adding new relationships to the bank
- Providing a wide range of treasury and corporate finance solutions such as: day to day cash management, trade, vendor finance, foreign exchange, loans, debt capital markets (fixed income and bank), share repurchase, and interest rate and equity derivatives
- Responsible for cross-selling Citi’s full spectrum of products and services noted above to generate revenue by identifying and responding to customers’ financial, advisory, transactional, and other needs
- Responsible for driving marketing and execution in coordination with senior bankers, relationship associates, Citi’s international offices, and product/investment banking partners
- Responsible for understanding all credit, transactional and franchise risks, working to mitigate same, and driving deal execution, in coordination with senior coverage officers
- Actively managing and overseeing the quality preparation of credit approvals, obtaining Capital (EDAC) and Risk approvals, and supervising return calculations
- Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
- Develop a detailed calling plan
- Build direct relationships with multiple contacts in the client's treasury department
- Responsible for originating and closing business on a stand-alone basis
- 4+ years of lending/credit experience or equivalent product experience
- Should have the confidence and ability to manage relationships with customer at various levels
- Good knowledge of industry trends/client financials and prospects
- Understanding of capital market products and ability to scope DCM & ECM opportunities
- Sufficient understanding of risk and familiarity with ICG credit policies. Understanding of financial statements and competence in financial analysis
- Strong analytical, negotiation and problem resolution skills
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Gcg-relationship Manager, Citi-at-work Resume Examples & Samples
- Tertiary education
- 2 years of excellent retail banking sales experience
- Experience in telesales
- New relationship acquisition skills
- Strong in Microsoft Word, PowerPoint and Excel
- Able to present effectively and communicate ideas, concepts and explain products and services
- Excellent interpersonal and events management skills
- Highly motivated and driven
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Executive Relationship Manager Resume Examples & Samples
- Independently drive acquirer development efforts with our larger, strategic and complex acquirers and act as primary support for the assigned acquirer(s)
- Gain access, build trust and establish / maintain strong relationships with key executives and decision-makers across all divisions of the assigned strategic client(s)
- Present and execute marketing and promotional initiatives to increase transactions, grow market-share and improve merchant stated awareness for DFS
- 8- 10 years of successful and proactive payments industry experience with large, strategic and complex Acquirers
- Requires exceptional strategic thinking, project management, business analysis, interpersonal and communication skills
- A proven track record of driving acceptance, growth and engagement by developing and executing acquirer focused sales & business development strategies
- Proven ability to produce and deliver influential presentations to senior level audiences (internal & external)
- Ability to work independently in a home office environment
- Travel Requirements 50%
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CDO Relationship Manager Resume Examples & Samples
- Bachelor's degree in finance, economics, accounting or equivalent work experience
- Five to eight years of experience in trust administration, fixed income investments or broadly syndicated loans
- Advanced knowledge of account management, corporate trust operations, and legal regulations
- In-depth knowledge of structured finance transaction documentation, corporate trust products and services
- Moderate to complex financial modeling, VBA and SQL
- Experience in derivative contract settlements, including cash flow swaps, interest rate swaps and credit default swaps (CDS)
- Ability to perform multiple tasks and meet established deadlines
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C&I Relationship Manager Resume Examples & Samples
- 15+ years banking experience
- 10+ years C&I commercial banking sales and portfolio management
- Bachelor’s degree required & MBA preferred
- Current experience managing a team of RMs with portfolio responsibility
- Diverse underwriting, credit structure and product knowledge skills
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Executive Relationship Manager Resume Examples & Samples
- Serve as the strategic liaison between Discover and assigned technology partners
- Validate and support technical functionality/certification with assigned technology partners
- Establish / maintain strong relationships with decision-makers across all divisions of the assigned strategic partners
- Serve as a subject matter expert in collaboration with Strategic Merchant Relations, Product, Business Development, and Acquirer Relations teams to assist them in providing mobile, digital and integrated payments services to their clients
- Bachelor’s Degree (or equivalent work experience)
- 8 years of successful and proactive payments industry sales/relationship management experience with focus on payments industry technology
- Lean, Six Sigma and/or demonstrated process improvement expertise a plus
- Experience using salesforce.com CRM tool
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Relationship Credit Assistant Manager Resume Examples & Samples
- Degree in a business related discipline (preferably in Commerce, Business, Accounting or Economics)
- Strong credit lending background dealing with large corporates
- Ability to identify key business drivers and mitigate key risks then make recommendations where appropriate
- Good relationship management skills and ability to collaborate effectively
- Sound communication skills and strong understanding of Microsoft Office products
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Relationship Manager, Technology Resume Examples & Samples
- Drive solutions to ensure they meet the business needs
- Understand and apply enterprise wide thinking to individual departmental requests for IT investments to ensure end-to-end process and data integration are included in the solution
- Work closely with business unit management to understand their priorities and issues
- Resolve escalated issues and problems
- Assists in the management of the entire product line life cycle from strategic planning to tactical activities
- Provide leadership for work teams in specialized functional or process areas
- Conduct broad market, industry, and competitive analyses to define project features and functionality
- Detail features and requirements through development to support the project team
- Hold the business unit(s) accountable for clearly articulating expectations
- Responsible for presentations and training within technology
- Participate in firm-wide prioritization process to ensure resources are used on highest priority projects and provide trade-off analysis to evaluate alternatives when additional in-house resources are not available
- Lead and participate in user acceptance testing efforts. Secure business approvals on functionality through User Acceptance Testing
- Minimum of a B.S. in Computer Science, MIS or related degree and five (5) years of related experience or a combination of education, training and experience
- Strategic planning
- Enterprise implementation
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C &, Relationship Manager Resume Examples & Samples
- Prospect and identify new commercial banking relationships with a focus on companies generating revenues between $10-50 million
- Analyze client capital assets, cash flow and credit risk and provide projected credit risk and potential profitability to the bank
- Financial modeling and loan underwriting for current and prospective borrowers
- Ability to properly structure capital finance transactions including C & I and CRE financing structures
- Ability to effectively manage commercial loan portfolios that include a mix of CRE, and C & I
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Executive Relationship Manager Resume Examples & Samples
- Develops and enhances strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention
- Possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client
- Is introduced to the client during the implementation process
- Acts as a liaison between the client and ADP, serving as an internal client advocate
- Maintains a comprehensive understanding of the entire ADP product suite and coordinates communication among the various business partners
- Level I/II - Assigned client base as defined by the Relationship Management Strategy Proactively ensures client satisfaction through periodic conference calls and client visits
- Promotes client participation in focus groups to solicit feedback on product/service initiatives
- Communicates and promotes key ADP initiatives to the client (e.g., user group meetings, product enhancements, etc.)
- Coordinates client projects, resolution of critical service issues, and follow-up to quality survey feedback
- Determines the components of projects and prepares comprehensive project plan and scope of all required activities. Communicates status and next steps to the client and appropriate internal ADP partners
- Identifies new service and/or product opportunities and coordinates as necessary with Sales. Performs strategic account review with the client to reinforce the ADP value proposition by maintaining comprehensive and timely records on service activities
- Adheres to standard ADP tools and processes (i.e., tracking calls in CRM System, case management, etc.) for recording and responding to service activities (i.e., clients visited, presentations made, etc.)
- Produces detailed trip reports and distributes to all appropriate parties. Partners with internal ADP business partners as required, to enable seamless delivery of ADP Services and strategic planning
- Mentors and coaches less tenured or newly hired Account Manager associates on product knowledge, process and procedures and relationship skills. Performs other related duties as assigned
- 8 to 12 Years Demonstrated proficiency in managing larger more complex client account relationships with multiple products
- Bachelor in Business, Accounting, Marketing or equivalent work experience preferred
- CPP, PHR, SPHR or CEBS preferred
- Prior experience managing service recovery required
- Expert knowledge of ADP's infrastructure and ADP's traditional and new products/services in business processing and outsourcing required
- Ability to interface with multiple levels within a client's organization (C level to Payroll Manager). Probing and Analysis
- Presentation skills which includes superior verbal and written Communication
- Excellent Judgment
- Software knowledge: Word, Excel, Outlook, PowerPoint, Project Management software, Webinar & Live Meeting software
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Relationship Services Manager Resume Examples & Samples
- Relevant banking experience or relevant tertiary qualification
- Intermediate knowledge of financial analysis and exposure to lending
- Experience with standard MS suite and banking systems (e.g. OSCAR, CAT, CCBIS, Systematics/SDA)
- Exceptional business acumen
- Interpersonal skills - confidence, professionalism and integrity and strong sense of accountability
- Customer service skills (internal and external) - includes relationship building
- Excellent communication skills across both internal and external stakeholders
- Strong organisational skills and attention to detail
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CDO Relationship Manager Resume Examples & Samples
- Bachelor's degree in finance or business related field, or equivalent work experience
- Eight to ten years of experience in corporate trust administration, product knowledge, sales and customer service
- In-depth knowledge of structured finance transaction documentation, negotiation, policies and procedures
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Licensed Relationship Manager Resume Examples & Samples
- Consistently executes on Key’s Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction
- Manages and grows a profitable book of business to achieve individual and team goals
- Develops and maintains an in-depth knowledge of mass affluent products and services, as well as knowledge of competitive products and services to ensure meaningful in depth financial wellness conversations with clients
- Calls Book of Business and system generated leads identified to prospect for retention and growth opportunities; documenting activities by using the call report feature in the desktop
- Employs a disciplined approach to prospecting; documents calling efforts
- Builds a client referral pipeline via identification and development of internal and external centers of influence
- Develops strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers of Influence (COIs)
- Monitors client base and looks to transition clients into Key Private Bank where necessary
- Actively participates in daily branch team meetings
- Mentors other branch employees, as suggested by the Branch Manager
- May require automobile travel to meet with clients at various off-site locations
- May service clients at a single or multiple branches
- High School Diploma, GED or equivalent experience
- Minimum of 1 year experience in financial services with mass affluent clients, achieving sales goals and building referral sources in insurance and investment products
- Proficiency in sales and service techniques, including tele-consulting, prospecting and networking
- Excellent communications skills and ability to work in a team environment
- Understand commercial lending and small business operations
- FINRA Series 6 and 63 investment licenses, Life and State Insurance License
- Physical Requirements: Frequent mobility (5-8 hours) in an office setting, ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs
- Undergraduate degree in a business related field
