Relationship Associate Resume Samples

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H Schowalter

Hassie

Schowalter

9261 Nicholaus Cliff

Houston

+1 (555) 852 0315

9261 Nicholaus Cliff

Houston

Phone

p +1 (555) 852 0315

Experience Experience

Chicago, IL

Relationship Associate

Chicago, IL

Trantow Inc

Chicago, IL

Relationship Associate

Monitor credit allocation throughout the network working with product partners, subsidiary account manager, bankers and credit risk
Work closely with RAMs on AML issues and provide on-going assistance with monitoring of Cash and unusual transactions
Work closely with RAMs on AML issues and provide ongoing assistance with monitoring the Cash and unusual transactions
Develop internal and external referral networks through existing client base, referral sources and community business development activities
Assist with excellence in execution by working closely with Coverage, Client Delivery and Documentation to remove blockages and provide prompt query resolution
Flexibility with work schedule (i.e. may work across different time zones)
Assisting his/her Relationship Manager with client on-boarding

Boston, MA

Ccb-relationship Associate

Boston, MA

Marks Group

Boston, MA

Ccb-relationship Associate

Partnering with the Relationship Managers and Product Sales Managers to boost cross-sell and drive increase in share of wallet
Providing clients with customized solutions/services to manage their businesses with greater efficiency
Proactively manage a portfolio of CCB Client relationships
Analytical and meticulous towards works
Client Onboarding – Own the end-to-end onboarding process for new client accounts and credit facility set-up from documentation to implementation
Client Onboarding - Own the end-to-end onboarding process for new client accounts and credit facility set up from documentation to implementation
Effectively handling designated credit and KYC responsibilities

present

Los Angeles, CA

Bilingual Relationship Associate

Los Angeles, CA

Jakubowski and Sons

present

Los Angeles, CA

Bilingual Relationship Associate

present

Assist Relationship Managers (RM) in the daily management of client’s requests, including but not limited to relationship reviews, managing account opening process, customer due diligence, and credit reviews
Support RM to achieve revenue goal and pursuing of new business opportunities
Become an active and trusted team member in front of the client as part of the Relationship Team
Be a partner with RM to ensure client’s satisfaction
Assist in the preparation of materials for presentations and aid in research client and industry news in advance
Support in the preparation of Relationship Reviews and Account Analysis
Assist clients and RM with completeness of account documentation and Service Agreements

Education Education

Bachelor’s Degree in Accuracy

Ohio University

Bachelor’s Degree in Accuracy

Skills Skills

Ability to practice good judgment while making basic business decisions
Trust Administration background and knowledge or ability to review and interpret trust language favorable
Strong understanding and basic knowledge of competitors
Basic to strong credit skills
Detail-oriented with the ability to multitask and meet deadlines
Excellent customer relation skills focused on delivering superior service quality
Interpersonal skills/networking: Able to create and sustain good personal contacts within the team, amongst Citi’s product partners and external clients
Strong prioritization and multi-tasking skills. Able to function effectively in an unstructured environment and remain objective under pressure
Interpersonal skills&networking; ability to create and sustain good personal contacts within the team and with the product partners
Excellent verbal and written communication both in Czech and English; ability to communicate effectively across the organization

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15 Relationship Associate resume templates

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Relationship Associate Resume Examples & Samples

Serve as point of contact for clients (or prospects) and independently manage all follow-up and/or ongoing deliverables. Communicate and coordinate with other areas within FTCI (Legal, Marketing, Business Development, Operations, Estate Administration, Compliance, Strategic Advisory Group, etc) in an effort to meet all client deliverables. The Relationship Associate will ensure that all areas of expertise within FTCI are leveraged as necessary to best service client
Handle client requests and process wire transfers, discretionary principal payments, currency transactions, bill paying, deliveries/receives and gifts & contributions
Works with the Relationships Managers, Portfolio Managers and Trust Officers on large and complex family relationships and prospects through the following: administration of accounts, preparation of cash flows, fee reviews, preparation of account summaries, preparation of customized PowerPoint presentations for use in client meetings, etc
Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives, both short-term and long-term. This may entail attending client meetings with the Relationship Manager, Portfolio Manager or Trust Officer and participating in discussions about client needs/goals, their circumstances, and making an effort to better understand the clients’ extended family and younger generations. The Relationship Associate should be able to prioritize the client needs/goals within the framework of the FTCI business objectives while developing solutions to meet their needs/goals
Review overdraft report to determine how to cure income overdrafts. Coordinate with PM to raise cash to cure principal overdrafts
Responsible for various office management tasks including: calendar management, client meeting coordination, procurement, filing expense reports, etc
Undergraduate degree required, or equivalent experience
Detail-oriented with the ability to multi-task in a fast paced environment
Effectively handle various projects and be able to prioritize tasks to meet requested deadlines
A strong interest and desire to learn about trust and estates planning, wealth management and Investment Advisory laws/issues/topics
Strong interpersonal and communication (both written and verbal) skills with the ability to interact with clients and build new client relationships
Strong analytical skills with the ability to think strategically as it relates to client needs
Proficiency with Microsoft Word, Excel & PowerPoint
JD desired, but not required

Ishares Institutional Relationship Associate Resume Examples & Samples

Drive Net New Business, executing a consultative sales approach
As a member of the team, a BDA will actively participate in the business management and territory planning with the Business Development Officer (BDO)
Successfully use the telephone identify new opportunities and pursue existing ones; client profiling, lead identification, follow-up activity, setting up meetings, and sales execution
Ability to study and comprehend various whitepapers and other readings to master the fundamentals of fixed income ETF structure and trading behavior
High level of client interaction with a consultative sales approach
Ability to present quantitative (analytical) and qualitative benefits of ETF investing, as well delineate the unique iShares value proposition
Use creative thinking to target clients and to develop customized sales strategies
Exceed the minimum activity standards
Develop and leverage key internal relationships to aid in providing solutions to insurance balance sheet portfolio managers, investment analysts, asset management product managers and trading desks
In particular, be able to leverage FIG, FIG PM, capital markets, product consulting, fixed income strategy, data team, compliance and other senior iShares sales leaders for client meeting follow-up and new prospect procurement
Manage day-to-day operational duties (manage and track sales lead flow, manage and maintain CRM database, report weekly activities and accomplishments, respond to daily client data requests, etc.)
BA/BS degree required
5+ years of experience in mutual fund or brokerage industry; some insurance industry (general account and variable annuity) knowledge would be preferable
NASD Series 7 and 66 (or 63 & 65) required
Ability to develop relationships with insurers and insurance asset managers and position investment ideas and other value-add services generating sales and assets
High energy, motivated individual, committed to excellence
Strong phone selling skills
Solid presentation skills both on the phone and in-person
Solid MS Office skills, including: Word, Excel, and Outlook. Experience with web-based CRM solutions
Experience with Bloomberg
Strong character references
Clean U-4

FIG Relationship Associate Resume Examples & Samples

Execute FIG’s sales strategy, focusing on solutions oriented-new business development
Understand fully the array of solutions BlackRock has to offer insurers and lead client-focused discussions on these solutions
Develop new client relationships
Manage a portfolio of existing client relationships
Develop and maintain competitive intelligence and senior business contacts in the insurance industry
Interface with client’s C-suite stakeholders, engaging the support of BlackRock’s senior management for assistance
Mentor, coach, and provide leadership to peers
3+ years of relevant industry experience with a proven track record of driving business results
Must be able to demonstrate prior experience designing and executing a business plan and strategy
Experience in a management consulting or strategic sales role preferred
Strong communication skills – ability to communicate complex or new ideas in a clear articulate manner both in written work and presentations to large and small audiences
40% of travel is required

Bilingual Relationship Associate Resume Examples & Samples

Assist Relationship Managers (RM) in the daily management of client’s requests, including but not limited to relationship reviews, managing account opening process, customer due diligence, and credit reviews
Support RM to achieve revenue goal and pursuing of new business opportunities
Become an active and trusted team member in front of the client as part of the Relationship Team
Be a partner with RM to ensure client’s satisfaction
Support in the management of Business as Usual (BAU) clients to ensure client’s needs and requests are covered on a timely basis
Assist in the preparation of materials for presentations and aid in research client and industry news in advance
Participate in client visits as required
Support in the preparation of Relationship Reviews and Account Analysis
Support with cross-sell opportunities by preparing proposals as per client’s needs
Assist clients and RM with completeness of account documentation and Service Agreements
Assist with Fee Schedule preparation for clients and prospects
Account opening process and related administrative matters including review with legal of ownership and other account opening documentation; request of Base and Account numbers, GFCID request in AMC, CADD request, and completion of Account Opening Checklist
Responsible of harmonization of client hierarchy and domicile country in CIS. Coordinate with Financial Control to ensure usage of correct cost center and client hierarchy and with Documentation Unit during the flow of account opening for new and existing clients. Ensure following account opening protocols for ICG and GSG
Support in the Credit Review Process by providing assistance with the completion of Exhibits for Credit Annual Reviews, ACH memo locally approved and Extending Unit Due Diligence (EUDD) Reviews. Including Documentation Checklist, Return on Risk Capital (RORC) or Dashboard, CA Face and Back Pages, Anti-Tying, Franchise-Risk and Early Warning
Support in the request of new credit lines for approved elsewhere and ACH facilities
Support with the documentation update for credit and regulatory purposes including Financial Statements, Certificate of insurance and flood, Promissory Note, Grid Note, etc
Ensure Covenants Checklist monitoring as per client’s Credit Agreement requirement
Assist in daily overdraft approval process and monthly overdraft charges
Monitoring of ACH and wire transfer approvals by RM, Credit Officers and Risk to get approval
Support with completeness of client’s deferral Documentation
Support with real estate clients’ certifications and releases
Support during deal closings
Responsible to process transactions in eDealer
Assist in the collection effort of past due invoices
Provide support with fees monitoring and collections
Effectively manage communication between the Citi’s operational areas, customer service, legal, and compliance to address client related needs including documentation reviews, confirmations, and investigations, pricing discrepancies, investigations and escalated service concerns
Effectively manage communication with Directs Reports to coordinate priorities and escalation of client related matters. Follow up on escalated service issues or client requests to ensure resolution and communication with the client
Other responsibilities related to client management and relationship support can be assigned as required during the course of business
Bachelor's Degree in Finance or Accounting
Candidate must have 2 years of experience in Finance, Accounting or Banking
Excellent verbal communication and writing skills in English and Spanish
Quality and Service oriented Team Player Able to work under pressure
Ability to maintain professional relationships with top management
Flexibility work longer hours
Candidate must feel comfortable in navigating in multiple systems/applications

Relationship Associate, CB, TMT Resume Examples & Samples

Serve as the primary contact for all global transactional banking issues by interacting with treasurers, assistant treasurers, and other treasury personnel from an assigned portfolio of clients and navigating through Citi's extensive network of 100+ countries including providing local relationship manager introductions as needed
Monitor credit allocation throughout the network working with product partners, subsidiary account manager, bankers and credit risk
For CADDs, monitor their progress and renewal through the ECADD system
Work with Analyst and Associates in preparing spreadsheets for periodic support discussions and coordinate the related meeting or call
May support bankers in coordinating relationship reviews or participate in the annual client reviews
Moderate credit skills/experience (e.g. financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) but with good analytical aptitude and desire to learn, sound judgment
Bachelor's degree in business administration, finance, accounting or economics
5+ years transaction banking experience with focus on customer service, cash management, trade or securities services

Icg-relationship Associate Resume Examples & Samples

Preferably with 3 years of experience in relationship management, sales, customer support or similar roles
Knowledge of corporate relationship management, account documentation and essential banking transactions/products is preferred; familiarity with Citi's banking systems would be an advantage
Ability to work both as an individual as well as a team contributor
Self-motivated with keen attention to detail
Highly proficient in using Microsoft Office (Word, Excel, Outlook, Powerpoint)

Relationship Associate Resume Examples & Samples

Internal work experience within Citibank essential
Experience in working with teams to deliver agreed service standards
High level MS skills, especially Excel & Powerpoint
Strong numeracy skills
Foundation understanding of CTS and standard Treasury products

Relationship Associate Resume Examples & Samples

Interpersonal skills / Networking - able to create and sustain good personal contacts within the team and amongst Citi’s product partners
Strong MS Office, Excel Skills
Strong Presentations Skills
Bachelor's degree in Business related fields

GSG Relationship Associate Resume Examples & Samples

Co-ordination of credit requests and approvals as appropriate (Product, PAM teams, CB, CRMS, GIRM, FIRM)
Build a trusted relationship with clients, acting as contact for routine credit requests, navigation of the Citi product and coverage network, problem escalation and resolution, driving customer satisfaction
Leverage the network and product partners to pursue identified opportunities e.g. CTS, FX
Sound knowledge of ICG credit policy
Analytical - Assimilating new information quickly and relating it to the needs of the client base

Relationship Associate Resume Examples & Samples

Daily interaction with Pershing, Sales Staff, External Clients, Controllers, Compliance, CSAM, Traders, Credit Officers, IT
Excellent teamwork, interpersonal and conflict resolution skills
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Private Banking Relationship Associate San Francisco Resume Examples & Samples

Responsible for order execution, processing and settlement of trades on client accounts
Bachelors Degree or equivalent work experience
Series 7 and 66 or 63 Registered
Exceptional written, verbal communication and platform presentation skills
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Senior Relationship Associate Resume Examples & Samples

Must have thorough knowledge of new account procedures and compliance requirements that must be completed in a timely manner
Approves and authorizes ATM and debit cards, Northern Lines, cash advances, checks and certificates of deposit. Is fully capable of taking residential loan applications and can act as a knowledgeable liaison for all credit requests to the proper team or individual
Documents and prepares reports regarding client calls. Analyzes reports and identifies potential problem situations, trends, and improvement opportunities. Initiates changes to processing as needed
Recommends enhancements to unit management, for changes in client account set up, products, or services based on inquiries received
Initiates client communication to add value to the relationship
Keeps abreast of new and existing bank products and services
Keeps abreast of laws and regulations that affect compliance issues and personal banking and services. Understands and applies laws and regulations as they relate to baking products and services

Relationship Associate Resume Examples & Samples

To assist a team of RMs on ALL daily operational issues, OTs for specified portfolio of clients
Special attention to completing KYC/AML/CADD documents for ALL accounts for the team
Responsible for ALL matters relating to account opening
Assist RMs in preparation and coordination of marketing activities
Managing non-borrowing names
Push for asset utilization of customer mainly on trade facilities
The above is not exhaustive and the team/Head will determine the appropriate & relevant work scope from time to time

Relationship Associate Resume Examples & Samples

Highly-motivated and passionate about the alternative investment business, understanding the markets and investing
Excellent personal communication/interpersonal skills
Must be confident, a detail oriented self-starter, extremely well-organized, and able to work on deadline and in a fast-paced team-oriented environment -- being a team player is a critical quality for this role
Experience working with sophisticated institutional and HNW clients, prospective clients, and consultants, and a proven ability to develop new business opportunities
Ability to develop a holistic understanding of our portfolios and investment strategy and articulate our business and convey key messages to clients about our portfolios and the markets
Existing relationships in the Northeast and Canada important
Minimum of 4-6 years of experience in a similar IR/Marketing role within an alternative investment firm, in particular a hedge fund
BS/BA degree required – ideally with an emphasis in accounting, business management or finance
Industry accreditation (CFA or CAIA) is a major plus
Must be proficient with MS Office Suite, including Access, Excel, Word, and PowerPoint, as well as Adobe Acrobat (strong familiarity with use of the Internet and other databases a plus)

Service Relationship Associate Resume Examples & Samples

Self-motivated, quick learner, well organized, patient and detail oriented; able to work under intensive and fast-paced environment
Good knowledge about local environment, basic knowledge about banking transactions and ability to handle customers daily inquiry, transactions, maintenance, service and other logistic arrangements
Strong communication skill and good interpersonal skill, enable to communicate articulately and persuasively with clients and internal partners

Private Banking Relationship Associate Miami Resume Examples & Samples

May perform other duties and responsibilities that management may deem necessary from time to time
Excellent Customer/Client Service skills
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Relationship Associate Resume Examples & Samples

Relationship Management: manage and plan the Bank’s relationships with a portfolio of corporate customers
Sales: cross-sell all corporate banking products and services, including cash management, trade and treasury
Credit Origination: overall responsibility for credit origination and the preparation of CA packages
Credit Maintenance: prepare industry studies in line with GCIB policies, monitor on an ongoing basis customers’ businesses and existing facilities, frequently visit customers and prepare call memos thereafter, conduct Annual Reviews and Classification Memos, liaise with Credit Admin to ensure that all credit terms and conditions are respected (e.g. documentation deferrals and Annual Review dates)
Service: Provide a portfolio of customers (GRB and TTLC names) with world-class service by understanding their businesses, financials, and needs, and how Citibank can provide solutions. People: work closely and effectively with Credit, Operations, Legal, Corporate Finance and the Product Teams in Israel and overseas

Relationship Associate Resume Examples & Samples

Partner with GSG RAMs (Regional Relationship Managers) in the management of a portfolio of client relationships to generate both customer satisfaction and also achieve various business/revenue growth goals. Timely follow-up will be a critical aspect of the job
Partner with GSG RAMs to develop a comprehensive understanding of the clients, and to execute specific account strategies. Become the client expert through developing client relationships and gaining in-depth knowledge of the customers’ business, organization and objectives in order to provide effective client service and support
Joint responsibility, with the RAM, for the management of the regional or global network of SAMs dedicated to client relationships and daily
Proven successful track record in working with external and internal clients
Strong data research capability by using various tools
Good understanding of Citi’s flow products is essential (cash management, trade, FX, loans)
Knowledge of Citi’s credit policies and procedures
Strong track record of working in a highly demanding environment and under pressure
3-5 years of banking experience, preferably in relationship management, account management or customer service areas
Highly motivated, smart and with a can do attitude
Success oriented
Strong MS Office Skills
Strong Relationship skills
Bi-lingual preferred, (English and another European language)
Focused and career oriented
Strong organizational skills, ability to multitask and manage demands from several sources, working within tight deadlines
Verbal and written communication: high degree of accuracy and attention to detail / clarity
Educated to Bachelor or even Master Degree

Relationship Associate, GSG Resume Examples & Samples

Monitor credit allocation throughout the network working with product partners, parent account manager, bankers and credit risk
Work with client and Treasury & Trade Solutions partners in obtaining all necessary support documentation to ensure completion of KYCs as well as LCs
For KYCs, monitor their progress and renewal through the KYC system
Ensure timely resolution and client satisfaction on all financial and operational investigations including credit, foreign exchange, cash management, trade services, etc
5+ years of professional work experience in the financial service industry, specifically within Banking and/or Treasury & Trade Solutions
Prior Treasury & Trade Solutions sales or account management preferred
Strong credit skills/experience (e.g. financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) but with good analytical aptitude and desire to learn. Knowledge of Citi’s credit policies is a requirement
Client services experience. Front office experience preferred
Information resourcefulness and results-oriented
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products is highly desirable
Bachelor’s Degree in Finance or closely related areas of Business Administration
Fluent in Japanese

Service Relationship Associate Resume Examples & Samples

Deliver a best-in-class client experience for the Citi Commercial Bank with a focus on the following core responsibilities
Onboarding – Own the end-to-end onboarding process for new client accounts and credit facility set-up from documentation to implementation
Maintenance - Ensure all client information is updated promptly in all systems to ensure smooth operation of client accounts and facilities
Servicing - Make every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests

Relationship Associate Resume Examples & Samples

Co-ordination of credit requests and approvals as appropriate (Product, PAM teams, GSG, CRMS, etc.)
Demonstrate sound knowledge of ICG credit policies and exercise prudent judgement in managing risks inherent in the business
Global network liaison; co-ordinate routine credit requests from the network and support the network by acting as an integral interface with client head office assisting revenue generation and protection
Leverage the network and product partners to pursue identified opportunities
We are looking for a highly motivated person to support Bankers and thereby assist in driving revenue realisation
Efficient knowledge of technical support systems (CRI, Citivision, CRM, Optima, eCADD etc.)
Analytical - Assimilating new information quickly and relating it to the needs of the client base with attention to detail
Organisational - Work independently and under pressure
Interpersonal skills/Networking - Able to create and sustain good personal contacts within the team and amongst Citi’s product partners
Self-starter - Prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance
Team Player - Being able to work in partnership with other individuals on day-to-day and long term projects

Relationship Associate Resume Examples & Samples

Serve as primary point of contact on assigned group of custody relationships which include monitoring and reviewing account activities involving Domestic Cash transactions, foreign exchanges, overdraft and failed trade resolution
Ability to manage multiple client accounts and projects with varying priorities and deadlines
Process client trade instructions on various security types
Monitor and review account activities involving global and domestic cash transactions
Process foreign exchanges
Process gifts and contributions
Execute activities related to client account openings, account closings and account maintenance
Execute daily account administration activities, process clients’ instructions and follow through with involved departments
Responsible for completeness and integrity of client data on trust accounting system
Assist clients with questions regarding online access
Escalate potential service level issues to his/her Supervisor, Manager, and/or Relationship Manager
Assist with department projects
Ensure service level standards are met
Bachelor’s degree in a business-related field preferred
Exceptional customer service skills
Experienced operating in an environment that stresses both team-based performance and individual accountability
Ability to manage challenging external clients and special situations
Good interpersonal skills with the ability to function effectively in a team environment
Must be able to make decisions quickly and appropriately, sometimes in the absence of detailed instructions
Ability to anticipate service level issues and proactively escalate as needed

Account Relationship Associate Resume Examples & Samples

Initiates company stock trades, mutual fund,
Interacts with partners on a daily basis to receive
1-3 years of operations or trade processing

Relationship Associate Resume Examples & Samples

Responsible for ensuring assignedclient portfolio is kept current with respect to due diligence and anti-moneylaundering compliance (CADD) requirements
Co-ordination of credit requests andapprovals as appropriate
Demonstrate sound knowledge of creditpolicies and exercise prudent judgement in managing risks inherent in thebusiness
Demonstrate the ability to exercise soundjudgement and use initiative, but knows when to refer, ensuring Bankers areable to focus on marketing efforts and revenue generation
Build a trusted relationship with clients,acting as contact for routine requests, navigation of the Citi product andcoverage network, problem escalation and resolution, driving customersatisfaction
Leverage the network and product partners topursue identified opportunities e.g. TTS, FICC
Support Bankers on marketing efforts togrow and protect revenue on a specified portfolio of clients
Highly motivated and experienced person tosupport Bankers and drive revenue realisation
In-depth knowledge of/experience base inall aspects of transactional banking is helpful, with a sound knowledge ofCiti’s product range
Sound knowledge of credit policies
Efficient knowledge of technical supportsystems (CRI, Citivision, CRM, GRR, eCADD etc)
Analytical - Assimilating new information quickly andrelating it to the needs of the client base
Organisational – Work independently andunder pressure
Verbal and Written Communication – Abilityto communicate effectively across the organization
Interpersonal skills/Networking - able to create and sustain good personalcontacts within the team and amongst Citi’s product partners
Self starter - prepared to take theinitiative to follow issues through, whilst exercising judgment as to when toseek assistance
Team Player - being able to work in partnershipwith other individuals on day-to-day and long term projects
Proactive - Identifying situations that could result innew business and developing recommendations tailored to the client

Private Banking Relationship Associate Resume Examples & Samples

Active Series 7, 66 licenses are required
Ability to work under pressure on demanding, time sensitive tasks
Able to build trust driven relationships with relationship managers and clients
Provide time sensitive, deadline driven, high touch support to clients
Knowledge of financial services industry
Knowledge of Netexchange Pro, etc
Bachelors Degree or equivalent work experience Bachelors Degree or equivalent work experience
Active Series 7, 66 licenses are required Active Series 7, 66 licenses are required
Ability to work under pressure on demanding, time sensitive tasks Ability to work under pressure on demanding, time sensitive tasks
Able to build trust driven relationships with relationship managers and clients. Able to build trust driven relationships with relationship managers and clients
Provide time sensitive, deadline driven, high touch support to clients. Provide time sensitive, deadline driven, high touch support to clients
Knowledge of financial services industry Knowledge of financial services industry
Knowledge of industry rules and regulations Knowledge of industry rules and regulations
Excellent teamwork, interpersonal and conflict resolution skills Excellent teamwork, interpersonal and conflict resolution skills
Excellent Customer/Client Service skills Excellent Customer/Client Service skills
Exceptional written, verbal communication and platform presentation skills Exceptional written, verbal communication and platform presentation skills
Strong PC Skills: Microsoft Office including Microsoft Word, Microsoft Excel, PowerPoint Strong PC Skills: Microsoft Office including Microsoft Word, Microsoft Excel, PowerPoint
Knowledge of Netexchange Pro, etc Knowledge of Netexchange Pro, etc

Private Banking Latam Relationship Associate Resume Examples & Samples

Ability to speak and write in Portuguese fluently
MUST HAVE Ability to speak and write in Portuguese fluently
Series 7 & 63 or 7 & 66 or 65 required
2-3 years industry experience required

Private Banking Miami Latam Relationship Associate Resume Examples & Samples

Bachelors Degree or equivalent work experience,
Series 7 & 63&65 or 66 required
Fluent in Spanish required

Relationship Associate Resume Examples & Samples

Operate within the Companies Leadership Standards – drive client value, delivers results, works as a partner, leads changes and acts as an owner. Builds and maintains strong client relationships
Communicate clearly and confidently to express view, ideas and opinions both verbally and in written communication/presentations. Detail oriented and good knowledge of powerpoint
Works well independently and under pressure
Takes initiative. Shows commitment to reaching goals. Demonstrates a profession attitude and flexible working style
Knowledge of economics/business analysis. Facility with excel
Demonstrate sound knowledge of derivatives products and bond offerings, M&A episodics, Forex, leverage loans, LoCs, trade products, and cash management

Icg Relationship Associate Resume Examples & Samples

Excellent team skills and the ability to work effectively with a diverse group of stakeholders at all levels
A recognized university degree with at least 2 years of banking experience
Banking, Accounting & Finance degree will be an advantage

CCB Relationship Associate Resume Examples & Samples

Manage existing base of key client relationships for transaction level support for a pool of Senior Relationship Managers
Primary point of contact with customer for all support related escalations
Handle documentation related to client’s on-boarding with the Commercial Bank and keep the client/RM abreast of the status
Work on customer due diligence (eCADD)/ KYC for new to bank clients as well as annual renewals
Regular liaison with Credit Analysis Unit, Risk and other internal units for follow-ups
Prepare credit proposal for new to bank relationships as well as annual renewal proposals and discuss with seniors on the case
Act as back-up for RM/SRMs as and when needed by the business
Coordinate with Respective teams to conduct CitiDirect / FX Pulse trainings for the clients
X-sell by partnering with product partners – Cash, Trade and Treasury products
Manage Account opening deferral, Credit documentation deferrals, and AIR resolution
Provide active feedback on emerging product needs of customers, competitive practices, and ideas on process/product improvement
2-4 years of Commercial/Corporate banking experience
Experience in a client servicing role in UAE
Basic knowledge of trade, lending, FX and other cash products
Relationship skills and ability to multi-task

Relationship Associate Private Banking Chicago Resume Examples & Samples

Support Private Banking Sales force and their business objectives
Bachelors Degree or equivalent work experience, Series 7 & 63 required. 2-3 years industry experience
LI-AP1*

Relationship Associate Resume Examples & Samples

Serve as point of contact for clients (or prospects) and independently manage all follow-up and/or ongoing deliverables. Communicate and coordinate with other areas within FTCI (Legal, Marketing, Business Development, Operations, Estate Administration, Compliance, Strategic Advisory Group, etc.) in an effort to meet all client deliverables. The Relationship Associate will ensure that all areas of expertise within FTCI are leveraged as necessary to best service client
Handle client requests and process wire transfers, discretionary principal payments, currency transactions, bill payments, deliveries/receipts, and gifts and contributions
Partner with Relationship Managers, Portfolio Managers, and Trust Officers on large and complex family relationships and prospects through the following: administration of accounts, preparation of cash flows, fee reviews, preparation of account summaries, and preparation of customized PowerPoint presentations for use in client meetings, etc
Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives, both short-term and long-term. This may entail attending client meetings with the Relationship Manager, Portfolio Manager, or Trust Officer and participating in discussions about client needs/goals, their circumstances, and making an effort to better understand the clients’ extended family and younger generations. The Relationship Associate should be able to prioritize the client’s needs/goals within the framework of the FTCI business objectives while developing solutions to meet their needs/goals
Review overdraft reports to determine how to rectify income overdrafts. Coordinate with PM to raise cash to rectify principal overdrafts
Responsible for various office management tasks including: calendar management, client meeting coordination, procurement, expense report filing, etc
Maintain marketing budget
Plan and coordinate events
2-5 years of experience in the financial services industry in a client-facing role
Detail orientation, with the ability to multi-task in a fast-paced environment
Ability to manage projects and prioritize tasks in order to meet requested deadlines
A self-motivated demeanor and desire to solve problems
A strong interest in and desire to learn about trust and estates planning, wealth management and Investment Advisory laws/issues/topics
Strong understanding and basic knowledge of industry competitors

Relationship Associate Resume Examples & Samples

New Account Openings - Analyze relevant documents to begin KYC as per account opening checklist. Review and discuss account openings with Relationship Manager, Portfolio Manager or Trust Officers to determine proper administration of account, account type, requirements under state laws, dispositive provisions, beneficiaries and remaindermen, tax situs, GST status, fee analysis, etc. and in order to prepare account opening documents, and ticklers, remittance events and other account maintenance requirements. Perform legal and administrative analysis of new accounts for initial set-up of Administrative Reviews
Coordinate with Tax Department. Identify and coordinate resolution of issues concerning tax matters arising during the course of the administration of personal, corporate or Trust accounts including situs, type of trust, fiduciary tax issues and personal tax issues, and overall tax implications of distributions
Review overdraft report to determine how to cure income overdrafts. Coordinate with PM to raise cash to cure principal overdrafts. Perform analysis of trust income to determine whether 65 Day Rule should be elected. Coordinate same with co-trustee if necessary, and ensure proper remittances
Manage and organize client correspondence (investment objective letters, concentration letters, mutual funds letters, investment programs, etc.)
Prepare client books/presentations
Take phone calls. Backup to other office assistants
Run performance attribution
Administrative duties including managing outlook calendars/setting up meetings, making appointments/set up conference calls, printing reports/filing/scanning/imaging client books, etc
FedEx
Take minutes for TOC/TIC meetings
Assist with investment reviews
Undergraduate degree (preferably in Finance) from a four-year college/university required or equivalent experience
2 years of business experience preferred
Detail-oriented with the ability to multi-task and meet deadlines
Proficient at Microsoft Excel, PowerPoint, and Outlook
Well organized/high organization skills
Tech savvy

Private Banking Relationship Associate Miami Resume Examples & Samples

Bachelors Degree or equivalent work experience, Series 7 & 63 or 66 required
. 2-3 years industry experience
Fluent in Spanish a plus

FIG Relationship Associate Resume Examples & Samples

Support the team on the compliance processes for financial institutions clients (Anti-Money Laundering, Know-Your Customer, and other correspondent banking activity related compliance checkings and approvals)
Ensure timely and diligent completion of all compliance procedures and processes , coordinating relevant internal and external counterparties (i.e. relationship managers, Compliance Division, other relevant business partners and clients)
Support the team in their day to day operational, administrative and organizational issues
Proactively develop relationships with colleagues at all levels within Citi to enhance functional knowledge and resourcefulness
It is prefarable that incumbent is familiar with economic trends and general banking functions
Analytical, diligent and results-oriented person who can multi-task and prioritize
Preferably minimum 1-2 years experience in a banking environment

Relationship Associate Resume Examples & Samples

5-10 years banking experience with solid knowledge of local environment, transactional banking, legal documentation and general banking
Strong Cross Functional Management Skills (Coverage partners, Operations, Treasury etc.)
Broad banking knowledge (Rel, Ops, Tech, Risk, XB, Treasury etc.)
Experience in alliances and partnerships
Existing Credit Skills would be an advantage
Experience, knowledge and network relationships across SSA will be an advantage
Foundation understanding of TTS and standard Treasury products

Relationship Associate Resume Examples & Samples

Demonstrate the ability to exercise sound judgement and use initiative, but know when to refer, ensuring Bankers are able to focus on marketing efforts and revenue generation
Co-ordination of credit requests and approvals as appropriate (Product, PAM team GSG, Bankers, CRMS, GIRM, FIRM)
Develop a sound knowledge of ICG credit policies and ability to exercise prudent judgement in managing risks inherent in the business

Private Banking Relationship Associate Conshohocken Resume Examples & Samples

Support Private Banking(PB) Sales force and their business objectives
Extensive interaction and communication with traders
Daily interaction with Pershing, Sales Staff, External Clients, Controllers, Compliance, Credit Suisse Asset Management(CSAM), Traders, Credit Officers, IT

Relationship Associate Resume Examples & Samples

New Account Openings - Analyze relevant documents to begin KYC as per account opening checklist. Review and discuss account openings with Relationship Manager, Portfolio Manager or Trust Officers to determine proper administration of account, account type, requirements under state laws, dispositive provisions, beneficiaries and remaindermen, tax suits, GST status, fee analysis, etc. and in order to prepare account opening documents, and ticklers, remittance events and other account maintenance requirements. Perform legal and administrative analysis of new accounts for initial set-up of Administrative Reviews
Assist multiple Relationship Managers with the day to day administration of accounts, including preparing presentation books, cash flows, wealth projections, Excel spreadsheets, etc
Remain current on relevant Wealth Management and Investment Advisory laws/issues/topics (domestic and foreign). Maintain a strong knowledge in fiduciary and personal income taxation, accountings, trust and estate law, and all types of financial investments and special assets
1-3 years of experience in the financial services industry with client-facing experience
Knowledge of Monte Carlo simulation model preferred
Trust Administration background and knowledge or ability to review and interpret trust language favorable

Account Relationship Associate Resume Examples & Samples

Confirms incoming/outgoing wires per administrator's request
Open and closes accounts on the trust system; initiates request for vendor identification numbers to update client’s accounts
Maintains cash spreadsheet for closed accounts
Performs WEBEX or face to face Demos on the WCM/TOE systems for new clients
Identifies recurring activity in daily processing that could lead to corporate liability; recommends changes to limit liability
Interacts with partners on a daily basis to receive and communicate information of all aspects of a client relationship
Assists account and relationship manager with special projects as needed
1-3 years of operations or trade processing experience

Relationship Associate, Corporate Finance Resume Examples & Samples

Assist Corporate Finance Heads to expedite origination and execution process
Assist Corporate Finance Heads in producing strategic content (sector and local knowledge) in order to promote strategic dialogue with clients
Partner with Corporate Finance Heads to develop comprehensive understanding of client. Become the client expert through developing in-depth knowledge of the customer’s business, organization, and objectives in order to provide creative ideas and solutions
With the help of the Corporate Finance Heads become knowledgeable in each of the products
2 years of experience in similar jobs
Basic Financial Analysis skills
Knowledge of credit policies and procedures and good understanding of Citi’s transactional products is desirable
Previous internship experience in Investment Banking is a must

Senior Account Relationship Associate Resume Examples & Samples

Provides maintenance and growth on assigned portfolios by cross selling and identifying credit and investment needs of clients. Cross sells bank wide products and services to clients by expanding the personal and commercial banking relationship, Treasury Management
Demonstrates expertise in the setting up all types of client accounts and services. Is a capable of coordinating the creation loan documentation for complex loans with the Loan Documentation Team. Reviews documentation for completeness and follows through to eliminate documentation deficiencies relating to loans and deposit accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
Is called upon to share expertise in the loan and deposit area of the bank and trains others as designated by the team leader. As a member of the relationship servicing team, can act as a resource for the entire GFO group, in servicing highly complex GFO relationships
Keeps abreast of all new products and services to respond to client and GFO custody partner’s questions and to assist in selling services
Sets up revolving credits, term loans, and various other commitments on the loan systems using a computer terminal to extract pertinent information
Assists in preparation and completion of reports. Reviews and corrects divisional reports such as loans outstanding, balances, fees, profit performance, expenses, and calls made. Responsible for receiving all scheduled payments of principal, interest and fees within the expectations set by credit policy. This includes ongoing direct communication with the client as well as an in-depth understanding of the loan system in order to resolve administrative errors
3 - 5 years of related experience in bank operations or office environment and a minimum of three years as a Banking Relationship Associate

Ccb-relationship Associate Resume Examples & Samples

Client Onboarding – Own the end-to-end onboarding process for new client accounts and credit facility set-up from documentation to implementation
Account Maintenance - Ensure all client information is updated promptly in all systems to ensure smooth operation of client accounts and facilities
Client Servicing - Make every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests
2 - 3 years of experience in banking industry of which 1 year experience in client management
Trade Operation exposure preferred
Ability to work and follow through on issue and track for closure independently with minimum supervision
Be enthusiastic, self-motivated, dynamic and a good team player
Be flexible to accept any other challenges or task within the organization
Proficient in PC applications

Relationship Associate Resume Examples & Samples

Work with client and GTS partners in obtaining all necessary support documentation to ensure completion of CADDs as well as LCs
Provide support in reviewing revenue and tracking via Citivision, following through on any discrepancies
Strong attention to detail and follow-up skills
Understanding the bank's credit culture, adhering to credit policies and guidelines, and documenting and justifying exceptions, where appropriate
Series 79 and 63 is a plus (not required)
7+ years transaction banking experience with focus on customer service, cash management, trade or securities services

China Corporate Bank Relationship Associate Resume Examples & Samples

3-years’ experience in banking industry
Well-organized and quick to deliver
Familiar with operational practice and local regulation
Fluent oral and written English

Private Banking Americas Relationship Associate Dallas Resume Examples & Samples

Support PB Sales force and their business objectives
Resolve client inquiries regarding securities quotes, account balances, activity, and documentation, statement information, and general product and/or service information
Resolve client complaints, inquiries, and discrepancies. Research and initiate corrections to transactions and/or account errors. Ensure timely resolution of issues
Daily interaction with Perishing, Sales Staff, External Clients, Controllers, Compliance, CSAM, Traders, Credit Officers, IT

ICG SG Fi-relationship Associate Resume Examples & Samples

Working knowledge of banking products such as cash/capital markets/custody
Candidates with working experience of customer relationships will have an added advantage
A recognized university degree and banking experience

Relationship Associate Resume Examples & Samples

Assist multiple Trust Counsel and/or Estate Administrators with the day-to-day administration of decedents’ estates including preparing presentation books, cash flows, wealth projections, Excel spreadsheets, etc
Interact with clients and/or outside counsel and independently manage all follow-up and/or ongoing deliverables. Communicate and coordinate with other areas within FTCI (Legal, Marketing, Business Development, Operations, Compliance, Strategic Advisory Group, etc) in an effort to meet all client deliverables
New Account Openings - Analyze relevant documents to begin KYC as per account opening checklist. Review and discuss account openings with Trust Counsel or Estate Administrator to determine proper administration of account, account type, requirements under state laws, dispositive provisions, beneficiaries and remaindermen, tax suits, GST status, fee analysis, etc. and in order to prepare account opening documents, and ticklers, remittance events and other account maintenance requirements. Perform legal and administrative analysis of new accounts for initial set-up of Administrative Reviews
Coordinate all aspects of estate terminations and account closing in coordination with our Trust Counsel, Investment Officer and Tax Department
Provide support to the Estate Administrator in making distributions, wire transfers, bill paying and other actions related to the estateadministration process
Initiate processing of wire transfers, discretionary principal payments, currency transactions, bill paying, deliveries/receives and gifts & contributions
Ensure monthly bills are properly allocated for payment
Assist with general office management tasks such as filing, faxing, ordering supplies, distributing mail and handling bill paying matters
Create, maintain, and use database or other electronic or paper document management systems, legal files and other fund records
Research as directed, provide support for any litigation or regulatory reviews
Draft correspondence, design processes for coordinating among internal groups, create and maintain internal policies and procedures; and
Work on special projects with team and/or attorneys
[1 - 3 years of experience in the financial services industry or legal industry in a client-facing environment – ideally in a trust administration, corporate legal, or compliance department or law firm;]
Proven ability to work in a fast-paced environment with multiple (and sometimes competing) deadlines
Strong detail orientation with superior organization skills, with the ability to effectively handle various projects and deadlines and prioritize tasks
Efficiently and effectively solve problems, demonstrating strong administrative and organizational skills, sound judgment, and personal initiative
Strong interpersonal, collaborative, and teamwork skills
Demonstrated ability to interact with clients and build new client relationships
Ability to maintain confidentiality and handle sensitive client account information
Excellent verbal and written communication skills, including writing, editing and proof-reading
Proficiency with Microsoft Office Applications - Word, Excel, Outlook, PowerPoint, SharePoint and other database applications

Account Relationship Associate, GFO Banking Resume Examples & Samples

Provides maintenance and growth on assigned portfolios by cross selling and identifying credit and investment needs of clients. Cross sells bank wide products and services to clients by expanding the personal and commercial banking relationship, Treasury Management, NTSI, etc. Interviews potential loan clients and follows through with application process. Generates new business by selectively making calls based upon special product promotions
Sets up various types of client accounts and services. Coordinate the ordering of loan documentation with the appropriate support areas. Reviews documentation for completeness and follows through to eliminate documentation deficiencies. relating to loans and deposit accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
Interacts with partners in various areas in operating to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries. Acts as a resource for the entire Wealth Management group and a member of the relationship servicing team for highly complex Wealth Management relationships
2 years of related experience in bank operations or office environment

Citigold Relationship Associate Resume Examples & Samples

Participate in and sometimes lead the ‘daily huddle’ before branch opening
Support and service firm initiatives
Perform other duties, as assigned by management
NMLS registration; Safe Act compliant
Positive spirited spirit, enteric energetic and enthusiastic
Ability to establish relationships and partner effectively
Demonstrated ability to identify client needs in order to close appropriate sales and deepen relationships in a fast-paced environment
Ability to prioritize tasks and activities to maximize daily effectiveness; Ability to multi-task
Ability to execute end-to-end client issue resolution and enhance the relationship through effective ownership, follow through and follow-up
High degree of precision: Ability to efficiently and accurately process multiple and large transactions
Ability to problem solve and analyze data with demonstration of attention to detail
Proficiency in utilizing systems, MS Office, web based and other desktop applications
High level of integrity and commitment to maintaining confidentiality with respect to the client and the franchise
Minimum of 5 years financial service industry experience
A plus

Account Relationship Associate Resume Examples & Samples

If requested, performs depository duties, loan processing, and documentation and/or pays and monitors overdrafts, contacting clients as required
Ensures that revolving credits, term loans, and various other commitments on the loan systems are set up accurately
Supports banking relationship managers in marketing efforts and initiatives
When applicable, arranges and attends client and prospect meetings to support banking relationship managers
When necessary, serves as an absence replacement at the reception desk or at a banking desk
1 - 2 years of related experience

Customer Relationship Associate Resume Examples & Samples

Review, Clean and Process customer orders in the PeopleSoft ERP system in accordance with guidelines, work instructions, contractual and audit requirements. Manage Holds, Return Material Authorisations, Credit Notes and Invoice Requests
Provide international pre-sales and logistics support to our WW Direct Channel Partner customer base. Train Partners on how to place clean orders
Support the team in any way necessary to service Direct Partners
Work with Sales, Services, Logistics, Auditors, Finance, Engineering, Supply Management, and Manufacturing to resolve customer inquiries and drive process improvements
Pay close attention to detail, well organized, good follow- through skills –aggressively brings issues and outstanding items to closure
Maintain a high degree of customer focus, also during busy periods
Provide order status, data analysis, and reporting as required
Represent the team in internal and external meetings
Maintenance and entitlement process knowledge for products

Private Banking Americas Relationship Associate Resume Examples & Samples

Heavy utilization of phone to handle client needs
Special projects as required: i.e. Tracking revenue; Client specific worksheet report preparation; Review/Research industry reports; Compare/Contrast various investment options for advisors/clients
Bachelors Degree or equivalent work experience, Series 7 & 63 required

Corporate Banking Relationship Associate Resume Examples & Samples

Support Senior Bankers in the coverage of a dynamic portfolio of corporate clients
Conduct due diligence, credit and financial analysis applying all relevant policies as required by the Bank and Local Regulator
Support the Team on the compliance processes (Anti-Money Laundering, Know-Your Customer, and other related compliance checkings and approvals)
Ensure timely and diligent completion of all compliance procedures and processes, coordinating relevant internal and external counterparties (i.e. Relationship Managers, Compliance Division, other relevant business partners and clients)
Contribute to origination and execution of financing and banking transactions from the assigned client portfolio
Follow up local and global economy as well as the target industries and companies and be ready for the relevant analysis and actions
Work effectively with cross-functional and cross-regional internal deal teams in delivering banking and financing solutions to the client portfolio
Cultivate cross-selling opportunities for the various banking products and services to the assigned client portfolio

Senior Relationship Associate Resume Examples & Samples

Five plus years of service support or administrative assistant experience with strong client focus
Prior work experience in comparable functional area with support of field sales/relationship-oriented team
Strong working knowledge of Treasury Management products and services
High School Diploma or equivalency required. Associate Degree or higher in related field or equivalent professional work experience preferred
Advanced PC technical competencies (Microsoft Office word processing spreadsheets graphics etc.) and Internet navigation skills
Demonstrates excellent written verbal and interpersonal communication skills
Strong attention to detail organizational and time management abilities
Ability to establish and maintain effective working relationships amongst team members business/support partners and senior level management
Ability to mentor and guide more junior Relationship Associates as needed preferred
Self-motivated and proven ability to be proactive and anticipate needs of team
Knowledge and understanding of more complex business principles

Private Banking Relationship Associate Resume Examples & Samples

Support Private Banking (PB) Sales force and their new business objectives
Provide any needed administrative and clerical support to PB Sales force, including documentation,mailings, creating and maintaining client and prospective client files, mass mailings, event planning etc
Perform intensive market research in order to track new leads and follow up
Create investment proposals and asset allocation proposals using Andromeda and other reporting tools
Create pitch book presentations and materials for prospect meetings
Become expert on various analytical and reporting tools, such as Andromeda, Lockwood, Bloomberg, etc
Use discretion in managing time with prospective client meetings, analytical work, and research
Special projects as they arise
Undergraduate degree in business preferred
1-3 years Sales or Marketing experience preferred

Ccb-relationship Associate Resume Examples & Samples

2-3 years of experience in banking industry of which 1 year experience in client management
Trade Operation exposure is preferred
Analytical and meticulous towards work; ability to work and follow through on issue and track for closure independently with minimum supervision

Relationship Associate Private Banking Chicago Resume Examples & Samples

Support Private Banking (PB) Sales force and their business objectives
Special projects as required
Series 7 & 63 required
2-3 years industry experience

Account Relationship Associate Resume Examples & Samples

Performs depository duties, and documentation and/or pays and monitors overdrafts, contacting clients as required
Perform internal audits on a monthly and quarterly basis to ensure policy and regulation compliance
Assists in preparation and completion of reports
1-2 years of related experience

Customer Relationship Associate Resume Examples & Samples

Review and solve issues with orders from our partners or our database of assets
Up to 2 years’ experience
Experience (internship) in an international environment
Excellent oral and written English language communication skills
Interpersonal skills in a customer-facing role
Order management/administration
ERP/CRM Software (e.g. Oracle, SalesForce.com, Siebel)

Account Relationship Associate Resume Examples & Samples

Prepares account analysis for the banking, investment and trust relationship managers or clients. Interpret documents at the request of the relationship manager and make recommendations based off discoveries. Interacts with partners on a daily basis to receive and communicate information on all aspects of a client relationship. Keeps abreast of all new products and services to respond to client questions and to assist in selling services
Participates in client and internal meetings as frequently as directed by the banking, investment and trust relationship managers. Responds directly to client inquiries and initiates client contact when appropriate
Teaches and trains other divisional personnel and works to help cross train team members in the various disciplines (banking, investment and trust)
3-5 years of banking, investment and trust related experience

Relationship Associate Resume Examples & Samples

Responsible for ensuring Almaty client portfolio is kept current with respect to due diligence and anti-money laundering compliance (CADD) requirements
Co-ordination of credit requests and approvals as appropriate
7+ years` of banking experience
Relevant experience in credit risk, relationship management, financial analysis
Knowledge of banking regulations and products
Fluent English (oral/ written)
Ability to effectively problem solve
Flexibility of approach and can do attitude

Ccb-relationship Associate Resume Examples & Samples

To deliver a best-in-class client experience for the Citi Commercial Bank with a focus on ensuring timely updation and processing of all client information and making every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests
Proactively manage a portfolio of CCB Client relationships
Providing clients with customized solutions/services to manage their businesses with greater efficiency
Partnering with the operations team/clients on process re-engineering initiatives, thereby contributing to increased operational efficiencies
Partnering with the Relationship Managers and Product Sales Managers to boost cross-sell and drive increase in share of wallet
Take complete ownership of client servicing issues and facilitate their resolution
Periodic client calling and face-to-face client service reviews to take customers' feedback
Problem solutioning, understanding clients’ business and requirements and ensuring right housing in an appropriate internal client category
Effectively handling designated credit and KYC responsibilities
In-depth knowledge of CTS products especially Cash & Trade
Strong client communication and relationship skills
Excellent interpersonal skills to work effectively with clients and internal teams
Self-starter with a passion for driving results with persistent follow-ups

Customer Relationship Associate FTC Resume Examples & Samples

First point of contact for service orders placed by the partners in your assigned sales region
Work with other Polycom departments: Sales, Logistics, Auditors, Finance and Project Managers
Work within the context of contractual, audit and international trade requirements
Excel working knowledge
Pressure-resistant
Flexible during busy periods (end of the financial quarter)

Icg-relationship Associate Resume Examples & Samples

Manage CRI operations memo referrals and any approval requests raised by operations
Liaise with the approving/control unit for credit lines allocation and preparation of letters of offer
Coordinate account opening/maintenance (including pricing updates)
Compliance and controls such as COB, quarterly MCA, KYC tracking and monitoring
Participate in new initiatives/ad hoc projects to improve work efficiency and processes
Support Relationship Managers on major deals execution and client onboarding
At least 2-3 years of banking experience in areas such as customer service, front office or operations
Self-starter with strong interpersonal and communication skills, diligence and has an eye for details
A team player with positive attitude and able to work under pressure

Ccb-relationship Associate Resume Examples & Samples

Client Onboarding - Own the end-to-end onboarding process for new client accounts and credit facility set up from documentation to implementation
2-3 years of experience in a banking industry with minimum of 1 year experience in client management
Trade Operation exposure is essential
Strong analytical skills and meticulous in quality of work
Ability to work and follow through on issues and track to closure independently or with minimum supervision
Enthusiastic, self-motivated, dynamic and a good team player
Flexible to accept challenges or tasks within the organization

Relationship Associate Resume Examples & Samples

Understand the dynamics of the local financial markets, banking industry and regulations and their impact on our clients
Maintain wallet sizing metrics across all products for MNC client base in Australia and New Zealand
Produce monthly portfolio reviews on client credit quality, product flows, margin analysis and revenue realisation on deal pipeline
Respect for compliance & control
Lateral Thinker
Planning & organization
Teamwork & communication
Influence & persuasiveness
Proactive, success & results oriented

Relationship Associate Resume Examples & Samples

Works with the Trust Counsel, Estate Administrators, Relationship Managers, Portfolio Managers and Trust Officers on large and complex family relationships and prospects through the following: administration of accounts, preparing and coordinating estate plan summaries, preparation of cash flows, fee reviews, preparation of account summaries, preparation of customized PowerPoint presentations for use in client meetings, etc
Provide support to the Estate Administrator in making distributions, wire transfers, bill paying and other actions related to the estate administration process
Draft correspondence, design processes for coordinating among internal groups, create and maintain internal policies and procedures
1 - 3 years of experience in the financial services industry or legal industry in a client-facing environment – ideally in a trust administration, corporate legal, or compliance department or law firm

Relationship Associate Position Resume Examples & Samples

A minimum 1 year of related experience
General financial service industry experience
Series 6 or 7 Registration
MS Office (Word, Excel, PowerPoint)
Series 63 or 66 license

Account Relationship Associate / Receptionist Resume Examples & Samples

Greets visitors and performs reception “triage” as to the best way in which to handle / interact with guests, vendors, etc
Utilizes various types of software and shipping applications in order to support all office staff with bill payments, mailing and shipping support, calendaring, research, etc
1-2 years of Teller experience is needed as well as excellent client servicing skills

Senior Relationship Associate Resume Examples & Samples

Adheres to and supports Key’s compliance culture. Acts as resource to the Team for all DDA-related compliance matters. Promptly provides requested information for C-CAP and other internal/external audits
Works in tandem with Relationship Managers and Credit partners to ensure daily resolution to client’s overdrafts and insufficient funds. Understands the intricate details associated with various GTM products and ability to discover root cause of issues and ensure resolution
Coordinates set-up of new and conducts maintenance or closing of existing DDAs. Performs maintenance to RPM Analysis. Partners with Treasury Management and Retail partners as needed
Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. Submits SRTS or TGS2 requests for DDA or general service needs. Coordinates follow-up with Internal Support and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests
Facilitates system maintenance to ensure proper portfolio assignments (i.e., CE Desktop, CRISP, CAT, CuCu, etc.). Supports Team’s Desktop and other client-relationship reporting (CE Desktop activities, pipeline, referrals). Acts as “CE Desktop Champion” and helps RMs navigate successfully through the system
Works with Team and product partners to proactively identify and capitalize on additional cross-sell opportunities with new and existing clients. Regularly shares best practices and success stories to assist peers and other Team members with cross-sell opportunities
Helps to lead and assist in data integrity clean-up efforts as requested
Completes wire requests according to established LOB procedures
Assist Team in preparation of Relationship Reviews, Pitch Books, Proposals, Term Sheets, etc., as needed
Assist Team in call preparation, preparing agendas and sales proposals, and initiating follow-up correspondence as requested
Supports sales management activity and reporting, including preparing materials for staff/sales meetings, report error research, etc. Coordinates meetings and scheduling, delivers on equipment requirements and organizes proper room setup, as needed
Handles all telephone and written communications in a professional manner
Copies financial statements and sends to Portfolio Administration Group. Partners with Services Team to copy loan documents for distribution
Sorts and distributes incoming mail and coordinates outgoing mailings/shipments
Monitors and orders supplies and marketing materials. Orders office equipment and oversee its installation
Coordinates various client entertainment events, often involving partnering with other Community Bank LOBs (KPB, BB and Retail)
Performs other duties/projects as requested
Prior work experience in comparable functional area – one with support of field sales/relationship-oriented team
High School Diploma or equivalency required. Associate Degree or higher in related field or equivalent professional work experience, preferred
Advanced PC technical competencies (Microsoft Office word processing, spreadsheets, graphics, etc.) and Internet navigation skills
Demonstrates excellent written, verbal and interpersonal communication skills
Strong attention to detail, organizational and time management abilities
Ability to establish and maintain effective working relationships amongst team members, business/support partners and senior level management
Ability to mentor and guide more junior Relationship Associates as needed, preferred
Knowledge and understanding of more complex business principles (i.e., Commercial lending concepts, etc.)

Account Relationship Associate / Receptionist Resume Examples & Samples

Greets visitors and performs reception triage as to the best way in which to handle / interact with guests and vendors
Utilizes various types of software and shipping applications in order to support all office staff with bill payments, mailing and shipping support, calendaring and research
1-2 years of reception experience is needed as well as excellent client servicing skills

Account Relationship Associate, Instl Tr Resume Examples & Samples

Initiates company stock trades, mutual fund, commingled fund NTQA, GIC, limited partnership, and Northern Fund trades through appropriate bank areas
Completes rebalancing of funds for Defined Contribution and Defined Benefit Clients per client''s standing letter of direction
Responds to client requests for account information or initiates transactions requested by client or administrators. Assists account orrelationship manager with transactional/events related to cash
Confirms incoming/outgoing wires per administrator''s request
Open and closes accounts on the trust system; initiates request for vendor identification numbers to update clients accounts
Maintains documentation and procedures for processing client accounts

Assistant Relationship Associate, PCA Banking Resume Examples & Samples

Assists personal bankers in closing accounts by completing administrative and government forms and records, ensuring that all accrued interest is posted and making the final withdrawal for the client
Completes daily maintenance to client accounts such as, change of address, check and cash station reorders, ordering copies of statements and 1099''s, changing type of account, and setting up direct deposits
Processes client requests by mail such as, mail by deposit, transfer and wire funds, and cancellation of automatic withdrawals
Researches and resolves account problems by communicating to partners on check encoding errors, deposits not credited, interest adjustments, etc
Follows-up with clients on inquiries that have been resolved
Initiates wire transfers by completing initial forms and verifies fund availability
Completes loan documentation by completing loan set-up sheets
Completes check cashing procedures by positively identifying a non-client through special identification
Directs the workflow for the personal banking unit such as, coordinating arrangements for reception coverage, back up support to the unit, etc
Services walk-in clients by opening/closing accounts, answering questions on general inquiries, and assisting with loans and referrals

Ccb-relationship Associate Resume Examples & Samples

Client onboarding – own the end-to-end onboarding process for new client accounts and credit facility set-up from documentation to implementation
Account Maintenance - ensure all client information is updated promptly in all systems to ensure smooth operation of client accounts and facilities
Client servicing - make every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests
Trade operation exposure preferred

Relationship Associate Resume Examples & Samples

Bachelor degree
Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment
Detail oriented with ability to work independently and prioritize workload
Demonstrates a high level of integrity and professionalism
Economic/financial educational background or working experience
We are looking for a highly motivated and experienced person to support Bankers and drive revenue realization
Experience in transactional banking, basic credit knowledge, banking operations, especially with Citibank would be an advantage
Proactive-Identifying situations that could result in new business and developing recommendations tailored to the client
Verbal and Written Communication – Strong communication skills (English and Hungarian)
Self-starter-prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance
Ability to gain a strong command of internal systems (eCADD, Citivision, AMC, Citidocs, InfoCiti, ContractManager, P2P, Citi Travel & Expense)

Citibank Berhad Pg-relationship Associate GSG Resume Examples & Samples

Bachelor Degree in any field
A good understanding of basic banking products and services
Knowledge in Transaction Services - Cash Management, Trade or Electronic Banking will be an added advantage
Previous working experience at a bank or in customer service (after sales service) would be advantageous
Strong interpersonal and communication skills, oral and written
Client focused and possesses genuine interest in client servicing. Able to develop positive professional relationships with client, at varying levels seniority (end-users, influencers, and decision-makers)
Self-motivated, able to multitask and work proficiently in teams
Effective in working cross functionally and cross-culturally (inter- and intra-regionally)
Good computing skills, familiarity with common software and technology
Compliance familiarity to perform within departmental and compliance procedures and standards
Understanding of the needs of the client stated and unstated

Corporate Banking GSG Relationship Associate Resume Examples & Samples

University degree (MBA /Master degree is an additional asset)
Strong skills in MS Office tools – Word, Excel, Power Point
A high level of customer orientation (internal & external)

Relationship Associate, Agri-morrinsville Resume Examples & Samples

A background in Agri or business banking with credit skills highly advantageous
Experience in banking, accounting, law or engineering
Prior experience in a customer delivery role

Relationship Associate, Agri-invercargill Resume Examples & Samples

A background in Agri or business banking with credit skills highly advantageous Ability to understand financial accounts, budgets, and cash flow requirements
Experience in Banking, Accounting, Law, or Agri industry. Alternatively rural experience
Ability to understand financial accounts, budgets, and cash flow requirements

Service Relationship Associate Resume Examples & Samples

For CCB, that means a partner who provides creative client solutions and acts with integrity
Resilient: The determination and confidence in self to forge onward and reimagine failure along the way
For CCB, that means a negotiator who closes sound deals while deepening existing relationships
Generosity of spirit: Want to help more than just themselves
For CCB, that means a unifier who builds trust by understanding different perspectives
A deep expertise in Citi’s credit policies and products, as well as CCB’s Global Risk Framework, and the ability to identify prospects that best fit this platform
Hold a Bachelor degree or above

Relationship Associate Resume Examples & Samples

Daily contact with corporate clients answering client’s queries, routine credit and ad hoc requests; problem escalation and resolution
Management of internal processes related to corporate clients’ portfolio
Control of credit lines system, loans booking, monitoring, draw-down requests, collateral monitoring and credit maintenance generally
Responsibility for simple credit documentation amendments and credit review workflow management
Completion of account opening documentation forms including KYC form etc
Effective management and control of AML and compliance related issues including corrective actions
Handling clients’ correspondence
Fluent verbal and written English
Minimum 3 years in banking
Solid knowledge of/experience with transactional banking and other Citi products and services
Basic credit knowledge and familiarity with ICG credit policy
Excellent knowledge of MS Office (Word, Excel, PP)
Efficient knowledge of technical support systems
Excellent verbal and written communication both in Czech and English; ability to communicate effectively across the organization
Interpersonal skills&networking; ability to create and sustain good personal contacts within the team and with the product partners
Team player being able to work in partnership with other colleagues on daily agenda as well as long term projects

Relationship Associate, Agri-tauranga Resume Examples & Samples

Passion for the Agri sector is essential along with a background in Accounting, Finance, Economics, Agribusiness or similar or, CA qualified
Tertiary qualification in ideally an Agri (or financial) discipline or previous financial/lending experience
Sound understanding of the structuring of security arrangements
Negotiation skills, sales experience and the ability to recognise opportunities is a plus

Relationship Associate, France Resume Examples & Samples

Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering compliance (KYC) requirements which involved establishing relationships with clients to perform AML calls on Foreign Correspondent Banks
Demonstrate the ability to exercise sound judgement and use initiative, but knows when to refer, ensuring autonomy as well as benefiting from Bankers’ support
Global network liaison; co-ordinate routine requests from the GSG network and support the network by acting as an integral interface with Bankers and clients head office
Co-ordination of credit requests and approvals as appropriate in partnership with Bankers, FI Risk Management and CRMS teams
Demonstrate knowledge of ICG policies (credit/KYC/AML) and exercise prudent judgement in managing risks inherent in the business
We are looking for a highly motivated person to support Bankers and drive revenue realisation
Efficient knowledge of technical support systems (AMC, Citivision, CitiKYC, CitiRisk etc)
Fair understanding of financial information and corporate structure
Knowledge/experience in transactional banking
Educated to degree level (or equivalent experience) with a minimum of 2/3 years of work experience
Language skills: Fluency in English, working proficiency in French
Organisational – Work independently and under pressure
Verbal and Written Communication – Ability to communicate effectively across the organization
Interpersonal skills/Networking - able to create and sustain good personal contacts within the team and amongst Citi’s product partners

Relationship Associate Resume Examples & Samples

Undergraduate Degree from a four-year college/university or equivalent experience
Ability to review and interpret trust language
Detail-oriented with the ability to multitask and meet deadlines
Ability to work in a team-oriented environment while balancing the needs of the client
Knowledge of Monte Carlo simulation model

GSG Relationship Associate, Algeria Resume Examples & Samples

Assist GSG Bankers to establish trusting relationships with clients
Understanding of how to evaluate risks
Assist GSG Bankers with account openings and administration of portfolio of names
Assist GSG Bankers in profiling clients by linking up with the parent teams to generate relationship information and also support the Banker in preparing for a call and do the follow-up where appropriate
Update and maintain Bank records (Citivision, CRM, eCadd, Cpack)
Review transactions for compliance with policies (e.g. KYC) and ensure adherence to policy / legal requirements
Assist in the regularization of discrepant documentation
Strong Research capability through various applications to obtain data
Disciplined and punctual
Bachelor Degree

Relationship Associate Resume Examples & Samples

Experience working in a commercial and/or agri environment is advantageous
Strong interpersonal and relationship building skills
Prior experience in developing strong relationships in a customer delivery role

Relationship Associate Resume Examples & Samples

A background in Commercial, Law, Accounting, or Banking is advantageous
Must have financial analysis skills ((budgets, cashflow requirements etc)
Negotiation skills, sales experience and the ability to recognize opportunities is a plus

GSG Relationship Associate, Sweden Resume Examples & Samples

Partner with GSG SAM / RAM / GSG Nordic Head in the management of a portfolio of SAM and RAM client relationships to generate both customer satisfaction and also achieve various business/revenue growth goals. Timely follow-up will be a critical aspect of the job
Partner with GSG SAM / RAM / GSG Nordic Head to develop comprehensive understanding of client, and to execute specific account strategies. Become the client expert through developing client relationships and gaining an in-depth knowledge of the customer’s business, organization, and objectives in order to provide effective client service and support
For RAM accounts, responsible jointly with RAM for management of regional or global network of SAMs dedicated to client relationship and daily co-operation with PAMs’ and product teams
Support GSG Nordic Head with monthly CCO (important stakeholders for each Nordic country) reports including pipeline statistics and revenue analytics
Responsible for account opening and account management processes, where there is no TTS Account Manager assigned
Responsible for overseeing ongoing implementations and managing those processes jointly with the assigned teams
Support execution of client solutions, display ability to manage internal process where there is no direct product support
Assist SAM / RAM in profiling clients by linking up with the parent teams to generate relationship information and also support the Banker in preparing for a call and do the follow-up where appropriate
Concise understanding of the clients treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support, wallet sharing, bank group etc)
Work closely with SAM / RAM on AML issues and provide ongoing assistance with monitoring of Cash and unusual transactions
Have a strong understanding of MIFT procedures internally, to become co-repository of knowledge to assist with controlled processing of MIFT payments
Update and maintain Bank records (Citivision, CRM, eCadd, CDMS/CIS)
Respond to client requests and resolve account related problems and work with service providers to resolve specific problems
Do client call reports and conduct site visits to client premises
Act as a back up to SAM / RAM
Team work is a critical success factor for this job
Should have the experience with Citi’s KYC and account opening processes
Positive track record of working in high demand environment and under pressure
Highly motivated, smart, with can do attitude who want to grow in the job
Strong Relationship Skills
Verbal and communication: High degree of accuracy and attention to detail / clarity
Proactive working style with keen attention to details
Fluent in English (written and spoken), preferably Swedish

Relationship Associate Resume Examples & Samples

Experience/background within Agri or Rural sector is advantageous
Ideally has a degree qualified in Accounting, Finance, Economics, Agribusiness or similar, or CA qualified
Experience in Banking, Accounting, Law, or Agri industry – alternatively, rural experience from fertiliser, stock agents, and dairy companies

Commercial Bank Relationship Associate Resume Examples & Samples

Understands the credit approval process and moves requests up the credit chain; acts as the primary interface for coordination and execution of routine credit requests and approvals
Monitors usage on credit lines on credit lines and recommends efficiencies as required; responds to credit availability queries, manages override requests
Administers the CA; ensures lines of credit are correctly set up, commitments booked, etc
Supports the negotiation of credit documentation requirements
Effectively uses technical support systems (Salesforce, eCADD, etc)
Ensures assigned client portfolio is kept current with respect to due diligence and anti money laundering compliance (CADD) requirements
Shares best practices, knowledge, innovation and problem-solving
Identifies solutions to client needs and plays a key role in driving customer satisfaction
Demonstrates a detailed understanding of clients’ current banking relationship, their business and their operations
Participates in annual review process for client portfolios

Lending Services Relationship Associate Resume Examples & Samples

Proven ability to successfully assess and interpret financial statements to assist in understanding and corroborating customer challenges and issues
Relevant tertiary qualification in management or a financial/legal discipline and/or previous credit/recovery/commercial experience in the Banking industry
Knowledge of security, accounting, and commercial law practices
Demonstrated ability to identify mutually beneficial solutions for both the customer and the Bank
Experience in developing sound relationships in challenging situations and at times, a risk adverse environment
Experience in producing professional reports
Agri experience, although not required would be useful

GSG Relationship Associate, Morocco Resume Examples & Samples

Assist GSG Bankers in the management of a portfolio of client relationships to generate both customer satisfaction and also achieve various business/revenue growth goals. Timely follow-up will be a critical aspect of the job
Partner with GSG Bankers to develop comprehensive understanding of client, and to assist GSG Bankers to execute specific account strategies. Become the client expert
Understanding of how to evaluate risks (credit, market and operational risks)
Assist GSG Bankers with account opening, AML queries and administration of portfolio of names
Demonstrate an understanding of products and have working knowledge of local markets and financial markets relevant to the client base
Update and maintain Bank records (Citivision, CRM, CitiKYC, Citirisk/CAT, AMC, AIR)
Act as client contact point in the absence of the GSG Banker
Team work is a critical success factoring this job
Should have the knowledge of Citi KYC requirements,
Basic Financial Analysis
Highly motivated, smart, with “can do” attitude who want to grow in the job
Bi-lingual (French/English) is a must
1 or two years of experience in the same line of business is preferable

Relationship Associate Resume Examples & Samples

To have an in-depth knowledge of the client’s industry, business, management structure and management team, maintaining accurate credit/client files of the clients and all the other documentation necessary under the bank’s Know-Your–Client policy
To evaluate the client’s specific needs and work with other units of the bank on adjusting the solutions offered to clients to assure seamless, high quality delivery of the bank’s products and services meeting specific client needs
Have direct P&L and relationship responsibility for own portfolio of low-maintenance clients
To establish and maintain required client records (Call Memos, Deals Pipeline etc.) in relevant corporate bank systems (CRM, CV, etc.) and support Bankers with loan booking process in eDealer
In coordination with Products partners and other units to implement/bring to closure deals originated and sold by Bankers to clients
To support Bankers
And BSU/KYC Analysts in preparation of client KYC documents
In credit function (coordinate with Risk, follow risk procedures – corporate and local)
And Product teams, when needed, in responses to client RFPs
To back-up Bankers in managing the client relationships during his/her absences
To support Business Unit management function (periodic business reporting, presentations, industry/market studies, specific projects etc.)
To engage in resolving client’s issues and queries by addressing them to relevant departments as well as taking the lead on the more complex ones
To ensure execution of the internal control procedures and policies related to the unit
Min 2 years of sales/service experience with financial or banking products
Work experience with bank is desirable
PC user
IT/spreadsheet/analytical/modeling skills
Good technical skills (MS Office)
Analytical mindset
Fluent English (written and verbal, incl professional finance/economic terminology), Ukrainian, Russian
Higher education in economics, finance, banking or accounting

Relationship Associate Resume Examples & Samples

Collaborate with a broad range of people in various disciplines about different transactional related products across the firm to meet the financial needs of clients
Facilitate documentation, bookings, fee collections and renewals around credit related facilities
Work with client and TTS partners in obtaining all necessary support documentation to ensure completion of KYC Records as well as LCs
For KYC Records, monitor their progress and renewal through the CitiKYC System
For LCs, monitor their requests against committed lines and ensure pricing is in line with Citi standards and ensure timely issuance
May have to deal with clients in delivering TTS services and opportunities against clients that don’t have TTS sales or account management support
3-5 years of professional work experience (financial services preferred)

Relationship Associate / Trust Administrator Resume Examples & Samples

Provide excellent client service; interact directly with high net worth clients
Independently manage all follow-up and/or ongoing client service deliverables
Communicate and coordinate with other areas within the company (Legal, Marketing, Business Development, Operations, Investment Management, Estate Administration, Compliance, Strategic Advisory Group, Account Services Team, etc.) in an effort to meet deliverables
Support Relationship Managers, Portfolio Managers and Trust Officers on all types of client service matters
Attend client meetings; participate in discussions about client needs/goals, etc
Be proactive, alert and focused on constantly improving quality of client’s services
Proactively manage cash balances to prevent overdrafts; act as cash manager for and coordinate with Portfolio Manager on raising cash to cure overdrafts
Ensure that synoptic data on trust summary sheets is accurate and up to date
Undergraduate degree from a four-year college/university required or Equivalent Experience
Completed Trust School, Claritas certification, desirable, but not required
2-5 years of experience in the financial services industry with client-facing experience
Interested in exploring CFA, CFP, and/or CTFA designations desired, but not required
Strong understanding and basic knowledge of investments, trust, and estates
Trust Administration background and knowledge
Strong interpersonal skills with the ability to interact with clients and build new client relationships
Ability to maintain confidentiality and handle client account information
Strong computer skills
Self-starter with the ability to be persistent in solving problems
Ability to practice good judgment while making basic business decisions
Effectively handle various projects and deadlines and to prioritize each task appropriately

Cbna-icg Relationship Associate Resume Examples & Samples

Comfortable communicating with both senior and junior clients and internal partners
Aptitude for continuous learning, particularly with respect to Citi's internal policies and procedures as well as products, and how it can be applied to the job at hand
Ability to challenge the system, particularly when there appears to be room for improvement in existing processes
Ability to create and maintain internal and external networks
Appreciation and application of Risk and Credit, which will be taught both from a classroom perspective (Risk Training), and on the job

Citigold Relationship Associate Resume Examples & Samples

Provide exceptional service and identify needs
Educate clients on Citi’s digital capabilities
Serve as the primary point of contact, responsible for retail sales, service and client experience for Citigold ‘Service’ clients
Demonstrated ability to engage in outbound bank sales activities and acquire new business
Demonstrated ability to successfully deepen and retain client relationships
Product/service knowledge; expertise in articulating product/service information to clients
Organized; ability to manage time effectively and to multi-task
Knowledge of Citi’s products and services including features and benefits of product packages, fee structures, etc

Pepsico Beverages Sales & Customer Relationship Associate Resume Examples & Samples

Mobile Apps continuously refined to help the frontline and its leaders guide their teams and accomplish their goals
Mobile file sharing tools to support collaboration among teams and peers
Mobile selling applications that leverage cutting edge technology, like augmented reality to virtually depict business leaders' ideas for customers
Successfully interact with Customers and effectively sell in and execute Sales programs and initiatives
Lead district meetings focused on plan to achieve sales objectives and other goals
Conduct periodic meetings with sales representatives to discuss performance and gap closure
Conduct "work-withs" and coaching sessions with frontline to develop their selling/customer service skills and efficiencies
Collect, chart, and interpret statistical data; manage multiple tasks simultaneously
Prepare and deliver sales presentations to customers as required
Demonstrate strong leadership skills to coach, develop, and influence various teams
Learn the PepsiCo selling foundation: use fact-based selling skills and deliver exceptional customer service
Use your creativity and entrepreneurial mindset to grow volume & revenue to achieve Key Performance Indicators (KPI) for the assigned area
Activate local and national marketplace initiatives and promotions through merchandising products and building creative displays
Work various schedules; including early mornings, evenings and/or weekends
(As the work environment is physical) stand, walk, reach, and squat throughout the work day (up to 10-12 hours.)
Pass a sales assessment to be considered for the role
Be completing their final year of undergraduate studies
Hold a Bachelor's degree prior to the intended full time start date
Be 21 years of age or older
Have a valid driver's license and access to an automobile to drive to various sales locations for duration of time in role
Have physical ability to lift 25 - 45 pounds repeatedly when needed in daily execution

100

Premium Relationship Associate Resume Examples & Samples

An understanding of a sales process, including customer calling and working with warm leads
Your excellent listening and time management skills
Your competitive nature and passion for result
The desire to learn and grow in our industry

101

Relationship Associate, Financial Institution Resume Examples & Samples

Ability to deliver assigned tasks timely and accurately
Good analytical and problem solving skills, meticulous and a keen eye for details
A confident, effective team player; able to work independently and under pressure

102

Trust Relationship Associate Resume Examples & Samples

Calendar management, travel and expense reports
Two plus years of administrative or operations experience
Experience working with trusts or estates highly desired
Knowledge of private client service, wealth management, high net worth, investment management or financial industry desired

103

Citigold Relationship Associate th Avenue Resume Examples & Samples

Driven to resolve client issues to provide the highest levels of client satisfaction
Basic computer skills - ability to interact with clients using banking technology
Ability to engage with and influence others
Ability to think creatively to solve problems
Knowledge and understanding of global, regional and local sales and service end-to-end processes including policies and procedures (account opening, credit initiation, servicing, ongoing client management)
Demonstrated strong financial/business acumen

104

Business Analyst / Relationship Associate Resume Examples & Samples

Learn about the competition and be able to provide critical input to develop new business initiatives
Within the Global Banking client base, identify, qualify and wallet size prospective clients for new business initiatives
Support Senior Relationship Manager/s on day to day management of a defined client portfolio including being primary escalation point for all non TTS service inquires and secondary escalation point for all TTS service inquires
Per Credit Policy, perform due diligence on all names requiring EUDD and DRM within defined client portfolio
Ensure AML/Compliance reviews are completed within policy timeframes for all names in defined client portfolio
Assist GSG Head AU/NZ as required including portfolio reporting, business presentations, Regional project initiatives and other ad hoc business requirements
Prior experience in preparation of client presentations
Knowledge of Capital Markets and Corporate and Structured Finance products
Analytical skills: assimilating new information quickly and relating it to the needs of the client portfolio
Quick learner and has the ability to understand application of new products or services quickly and effectively
Proactive, success and results oriented
Respect for compliance and control
Influence and persuasiveness
Flexibility and adaptability
Be challenging, be provocative

105

Citibank Berhad Kl-relationship Associate Resume Examples & Samples

Degree/diploma
Good communication and writing skills
Good understanding of banking processes
Front line i.e. client facing experience is a must
Finance background is an added advantage
Cash and Trade products knowledge or experience is also an added advantage
At least 3 to 5 years of working experience

106

Membership Relationship Associate Resume Examples & Samples

Responsible for carrying out outreach strategy and organizing in person and phone interactions with member executives
Responsible for general understanding of research agenda and all recent publications to inform member interaction and participate in program-specific servicing plan
Preparation and follow up of letters of agreement for renewal
Must possess at least two of the following
Sales or fundraising experience
Ability to communicate effectively by e-mail and phone with executives
Ability to take initiative on projects and through customer service interactions

107

Relationship Associate Resume Examples & Samples

Requests, orders and compiles supporting documentation for the processing of loan requests. This includes information from the client such as updated financials, tax returns and other documentations as needed, as well as ordering records such as appraisals, title searches, flood determinations and credit reports
Acts as a liaison between parties involved in the lending process such as title companies, appraisers, attorneys, and lending personnel
Coordinates the closing process; prepares final loan documents and processes loan files to ensure documents are recorded properly
Monitors and assists with the collection of overdrafts, past due loans and tax collection and clearing loan collateral and credit exceptions
Ensures timely resolution of Client service issues
Coordinates deposit account openings and assists with ongoing service issues
Coordinates loan draws with the appropriate departments
Follow up with business partners on referrals to ensure client expectations are met
Coordinate with internal departments for Loan Review, Loan Operations, Loan Funding, Business Partners, etc
Act as RM’s first line of defense for routine client or internal issues and elevate as appropriate
Develop prospecting lists as needed by the RM
Assist in preparation of any marketing materials
Research client and obtain market intelligence as needed by the business
Mailings and any other marketing initiatives as needed by the business
Coordinate client events: e.g. Sports, concerts, etc
Prepare pricing scenario sin Precision Lender as needed by the RM
Attend client calls as needed for team introductions or to discuss status ofa a request
Ongoing client appreciation: birthdays, Christmas cards, condolence gifts, etc
Mentor and assist Relationship Associate I employees as necessary
Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline) and related websites
Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail
Strong customer service skills with effective problem solving abilities
Ability to interact and communicate effectively with internal and external parties
Good understanding of financial institution products and services
5-7 years of experience in a commercial lending environment with a demonstrated understanding of commercial lending processes including loan documentation

108

Relationship Associate / Trust Administrator Resume Examples & Samples

Works with the Relationships Managers, Portfolio Managers and Trust Officers on large and complex family relationships and prospects through the following: administration of accounts, preparing and coordinating wealth projections, preparation of cash flows, fee reviews, preparation of account summaries, preparation of customized PowerPoint presentations for use in client meetings, etc. Initiate processing of wire transfers, discretionary principal payments, currency transactions, bill paying, deliveries/receives and gifts & contributions
Interact with clients (or prospects) and independently manage all follow-up and/or ongoing deliverables. Communicate and coordinate with other areas within FTCI (Legal, Marketing, Business Development, Operations, Estate Administration, Compliance, Strategic Advisory Group, etc) in an effort to meet all client deliverables. The Relationship Associate will ensure that all areas of expertise within FTCI are leveraged as necessary to best service client
Coordinate all aspects of trust terminations and account closing in coordination with our Trust Counsel, Investment Officer and Tax Department
Coordinate and complete special ad-hoc projects as requested
MBA, JD desired, but not required
CPA or CFP desired, but not required
Willingness and desire to learn and grow within the Client Service Model
Strong understanding and basic knowledge of competitors
Trust Administration background and knowledge preferred; ability to review and interpret trust language
Ability to work in a team-oriented environment while balancing the needs of the client within the FTCI business objectives
Strong leadership capabilities and qualities

109

Account Relationship Associate, PCA Banking Resume Examples & Samples

Coordinate the ordering of loan documentation with the appropriate support areas. Reviews documentation for completeness and follows through to eliminate documentation deficiencies, relating to loans and deposit accounts
Monitors revolving credits, term loans, and various other commitments on the loan systems using a computer terminal to extract pertinent information
Assists in preparation and completion of reports. Reviews and corrects divisional reports such as loans outstanding, balances, fees, profit performance, expenses, risk rating and calls made

110

Corporate Banking Relationship Associate Resume Examples & Samples

Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering compliance requirements
Own and coordinate the KYC / CADD approval process, for both new entities as well as renewals for existing CADDs. This covers both L2 as well as L4 entities. Similarly, you will have the opportunity to assist the SAMs in the global network who will from time to time require your knowledge of an L2 relationship to complete their L3 CADDs
Demonstrate the ability to exercise sound judgement and use initiative, but knows when to refer, ensuring Bankers are able to focus on marketing efforts and revenue generation
Global network liaison; co-ordinate routine credit requests from the GSG network and support the network by acting as an integral interface with client head office assisting revenue generation and protection
Co-ordination of credit requests and approvals as appropriate (Product, PAM teams GSG, Bankers, CRMS, GIRM, FIRM)
We are looking for a highly motivated and experienced person to support Bankers, control risk and drive revenue realisation
Good understanding of KYC processes, including CitiKYC and BSU processes
Knowledge of/experience base in transactional banking is helpful, with an understanding of Citi’s full product range
Efficient knowledge of ICG credit policy

111

Relationship Associate Resume Examples & Samples

Partner with GSG RAMs to develop comprehensive understanding of client, and to execute specific account strategies. Become the client expert through developing client relationships and gaining an in-depth knowledge of the customer’s business, organization, and objectives in order to provide effective client service and support
Responsible jointly with RAM for management of regional or global network of SAMs dedicated to client relationship and daily co-operation with PAMs’ and product teams
Responsible for overseeing on-going implementations and managing those processes jointly with the assigned teams
Understanding of how to evaluate risks. Monitor usage on credit lines and recommend efficiencies as required (DOL, FX etc), responsive to credit availability queries, manage over-ride requests etc
Ensure all documentation deficiencies are closely monitored and kept up to date, liaising directly with customers where appropriate. Assist with preparation and motivation of document deferrals
Demonstrate the ability to engage and collaborate with network and product partners to identify opportunities and to position / market certain products and services with client i.e. TTS, FX. Demonstrates high impact with network and product partners
Assist RAMs in profiling clients by linking up with the parent teams to generate relationship information and also support the Banker in preparing for a call and do the follow-up where appropriate
Have a core understanding of clients’ overall business, in order to prepare new (and renew existing) CADDs, in conjunction with RMs
Work closely with RAMs on AML issues and provide on-going assistance with monitoring of Cash and unusual transactions
Update and maintain Bank records (Citivision, CRM, eCADD, (CDMS/CIS)
Act as a back up to RAM
Extensive years of banking experience, preferably in relationship management, account management or customer service areas
Bachelor/ Master Degree
Strong organizational skills, ability to manage demands from several sources, working within tight deadlines, multitasking

112

Relationship Associate Resume Examples & Samples

Bachelor degree or above from reputable university
At least 2 years banking experience, preferred in Client service, Operation, and Sales/Coverage support team
Smart thinking and fast to deliver a satisfactory result
Have a strong sense of responsibility and commitment to teamwork

113

Account Relationship Associate Resume Examples & Samples

1-3 years in a high volume clerical support role required
Prior Banking experience
A strong knowledge of business/commercial loan processing, procedures and documentation
Notary Certification or obtain within six months of employment
Ability to build and expand quality internal and external customer relationships
PC, office machines and internet proficiency

114

Relationship Associate Resume Examples & Samples

Proactively develop and deepen new and existing client relationships with primary focus on core banking products and services to match to client needs/preferences
Source and refer residental mortgage opportunities for new and existing clients to Mortgage Lending Specialists
Deliver OneWest’s exceptional client experience one person at a time
Develop primary bank relationships with Mass Affluent and High Net Worth Clients
Develop internal and external referral networks through existing client base, referral sources and community business development activities
Discuss financial needs with clients either onsite or offsite as appropriate, or via phone. Mobility and flexible work schedule with reliable transportation is essential
Handle complex customer service issues in the absence of or as directed by the Branch Manager

115

GSG Relationship Associate Resume Examples & Samples

5 years banking experience with solid knowledge of local environment, transactional banking, legal documentation and general banking
Basic to strong credit skills
High level MS skills, especially Excel and Powerpoint
Excellent English communication skills (written/spoken)
Ability to interact/communicate effectively with both internal and external clients
University qualification – Bachelors Degree
Honours preferable

116

Senior Account Relationship Associate Resume Examples & Samples

Supports banking relationship managers in serving clients with their account needs. Services clients with a full range of personal banking services. Opens and closes accounts, resolves inquiries and problems, and changes account types
Processes daily transactions as required by the client such as loan payments, requests for funds under established lines of credit, money transfers, tax payments, and banking transactions. Approves certificate of deposit receipts and checks. Authorizes overdrafts, wire transfers, and Mastercard/Visa cash advances. Performs depository duties, loan processing, and documentation and/or pays and monitors overdrafts, contacting clients as required
Provides maintenance and growth on assigned portfolios by cross selling and identifying credit and investment needs of clients. Cross sells bank wide products and services to clients by expanding the personal banking relationship , NTSI, etc. Interviews potential loan clients and follows through with application process. Generates new business by selectively making calls based upon special product promotions
Demonstrates expertise in the Setting up all types of client accounts and services. Is fully capable in coordinating and the selection of loan documentation for complex loans with the appropriate support areas. Reviews documentation for completeness and follows through to eliminate documentation deficiencies. relating to loans and deposit accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
Is called upon to share expertise in the loan and deposit area of the bank and trains others as designated by the team leader
Keeps abreast of all new products and services to respond to client questions and to assist in selling services
5 years of related experience in bank operations or office environment
With a minimum of three years as a Private Banking Relationship Associate
Paralegal background desirable
Demonstrated expertise and knowledge of private or commercial banking products and services usually obtained through experience is required to service client needs. Knowledge of advances accounting usually obtained through coursework or experience is required to process account transactions and loan documentation
Knowledge of the operational areas usually obtained through experience is required to identify sources of information to resolve account discrepancies
Fully capable of documenting complex commercial and private banking credits

117

Relationship Associate Hybrid Resume Examples & Samples

Builds customer relationships that embody OneWest's "One Customer at a Time" standard by providing value added guidance
Utilizes contact management system by notating what was learned both financially and personally which will continue to build on customer relationships through follow up
Leverages OneWest Bank’s resources to support customer relationships
Navigates customers by recommending financial solutions with OneWest Bank products and services
Expands knowledge of OneWest Bank standards and culture in order to make appropriate
Experience in leveraging resources such as technology channels, lending, business banking, and investments as well as aligning products and services
Experience in reviewing and analyzing customer information to identify needs and create solutions
Must have high competency in the banking industry, banking channel, and products
Must be able to manage and process information through a contact management system

118

Customer Relationship Associate Resume Examples & Samples

Conduct customer contact activities (Opportunity Management, UPS, etc) to facilitate sales generation. This involves collaborating with customers to identify their needs, providing sales team with leads, responding to customer service issues, etc
Update Enhanced Relationship Marketing (ERM) database on a daily basis with relevant customer information, potential sales information. Provide sales leads to sales associates in a timely basis, etc
Investigate and resolve customer service issues in accordance to established processes and standards. Identify complex customer service issues to lead to resolve. Make recommendations to improve current operations/processes
Perform general administrative responsibilities including, preparing and mailing letters to customers, filing, etc. Process sales including payments, credits, scheduling delivery dates, in accordance with corporate procedures etc. Promote other Sears services, eg. Gift Registry, Sears Phone, HomeCentral, etc
Perform other related duties as required
Secondary School Diploma
A minimum of 1 year previous work experience
Excellent oral/written communication and interpersonal skills
Demonstrated supervisory and leadership skills
Basic computer skills, eg. P.C. Windows Office, etc
Demonstrated organizational and problem solving skills

119

CCB Classic Relationship Associate Resume Examples & Samples

To ensure smooth implementation of acquired clients
Business Development experience
Understanding and knowledge of GTS/GSG products
Know local market and have contacts with promoters and CFO of companies
Strong drive and self-motivation
Education: CA/MBA/other professional education

120

Icg-relationship Associate Resume Examples & Samples

Manage CRI-operations memo referrals and any approval requests raised by the Operations
Participate in new initiatives/ad-hoc projects to improve work efficiency and processes
Support Relationship Managers on major deals execution and client on-boarding
A team player with positive attitude; able to work under pressure

121

Account Relationship Associate Resume Examples & Samples

Notifies account or relationship manager and overdraft adjustment group of overdrafts greater than $1,000,000
Initiates company stock trades, mutual fund, commingled fund NTQA, GIC, limited partnership, Foreign Exchange and Northern Fund trades through appropriate bank areas from client direction meeting all internal deadlines
Completes rebalancing of funds for Defined Contribution and Defined Benefit Clients per client's standing letter of direction
Responds to client requests for account information or initiates transactions requested by client or administrators. Assists account or relationship manager with transactional/events related to cash
Advises clients of gifts and valuations received daily
Monitors client account reports to determine if trade or cash movement is required, such as the zero balance account, miscellaneous wire and closed account reports
A College or University degree and/or relevant work experience
In depth knowledge of corporate operational and record-keeping areas to determine appropriate transaction processor, usually acquired through related work experience
Knowledge of trust products and services to service client and administrator needs
Mathematical, analytical and PC spreadsheet skills in order to process and maintain cash analysis
Ability to work in time-critical environment and time management skills are needed to maintain daily balance requirements, and reduce financial risks

122

Global Subsidiaries Group Relationship Associate Resume Examples & Samples

Responsible for timely completion of CADDS and other KYC requirements for parent names and subs, in partnership with product partners and RMs
Responsible for the operational effectiveness of the client relationship across multiple products by
Helping clients to access Citi’s global network, locating local coverage and product support across the globe
Working with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed etc
Building trusted relationships with client network and operational teams, becoming a key contact for routine credit requests/problem escalation and resolution
Co-ordinating credit requests and approvals from Citi’s global network, negotiating and co-ordinating credit and parent support documentation, loan documentation and commitment bookings
Engaging with product partners and Citi’s global network to identify revenue opportunities and to position certain products (i.e. CTS; FX) with clients
Ensuring periodic support discussions are held with clients and are correctly documented
Maintaining correct client legal and marketing hierarchies
Ensuring credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related dox
Monitoring usage of credit lines, and partnering with GIRM during client Annual Reviews
Minimum Graduation Degree
Excellent Interpersonal Skills

123

Relationship Associate Resume Examples & Samples

Assist Relationship Managers with loan closings and the subsequent monitoring, which includes managing both credit and collateral exceptions
Provide commercial banking clients with outstanding service including opening accounts, transferring funds, processing wires, and answering questions with regards to loans and deposit accounts
Utilization of loan and deposit tracking system
Prepare credit authorizations, applications & forms
Support Relationship Managers by answering calls, maintaining daily calendars, scheduling appointments, preparing travel arrangements, copying, filing, and updating reports
Assist with special projects as necessary
Must have at least 3 years of experience in a commercial bank working with commercial/business bankers
Prior experience with loan and deposit systems ; knowledge of AFS and CBS a plus
Prior loan closing experience preferred
Superior understanding of legal documents as they relate to loan documents required
Superior client service skills/attitude
Ability to handle multiple tasks, interruptions and fast-paced environment to ensure that deadlines are met
Proficient knowledge of Outlook, Word, PowerPoint and Excel

124

Relationship Associate Resume Examples & Samples

Provide banking clients with outstanding service including opening accounts, transferring funds, processing wires, and answering questions with regards to loans and deposit accounts
Assist Relationship Managers with loan closings and the subsequent monitoring, which includes managing exceptions
Support Relationship Managers by answering calls, maintaining daily calendars, scheduling appointments, copying, filing, and updating reports
Monitor special projects as necessary
Occasionally assist with administrative duties, including (but not limited to), maintaining office supplies, tracking Lender Finance group's association memberships and dues, and being a point-of-contact on Marketing collateral
Experience in a bank working with commercial bankers is preferred
Prior experience with AFS, CBS, Fields Tickler or other loan and deposit systems preferred
Superior understanding of legal documents as they relate to loan documents preferred
Proficient knowledge of PC/Internet including Word, PowerPoint and Excel

125

Relationship Associate Hybrid Resume Examples & Samples

Expands knowledge of OneWest Bank standards and culture in order to make appropriate suggestions for fulfilling customers' needs
Guides customers through more complex financial needs such as buying a home, funding retirement, and operating a small business
Processes basic transactions and guides customers to new technologies for their convenience and preferences

126

Relationship Associate Resume Examples & Samples

Must have a four year degree – Bachelor of Science or Bachelor of Arts
One year customer service/sales experience within the Financial Services industry
Current Series 7, 63 and 66 licenses strongly preferred. If not currently held, must pass within 60 days of hire
Strong written/verbal communication skills and a strict attention to detail required
Candidate should demonstrate an upbeat, positive attitude and have an ability to excel in a team environment

127

Dcio Relationship Associate Resume Examples & Samples

One year or more of sales experience within the Financial Services industry
One year of sales experience within the Retirement Services Industry
CRPS, CRPC, AIF designations desired but not required
Candidate should have working knowledge of popular sales software and Microsoft Office
Candidate should be professional, adaptable, collaborative, creative, self-motivated, organized, and responsible
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations

128

UDC Relationship Associate Resume Examples & Samples

Tertiary qualification in a financial discipline or previous financial/lending experience
Background with deal structuring is desirable
Experience in developing strong relationships in a customer delivery role
Strong analytical ability to assess and interpret implications of financial trends
Experience within the Banking and/or Finance industry

129

Relationship Associate Resume Examples & Samples

Effectively uses technical support systems (Salesforce, Citi KYC, etc.)
Viewed by bankers as point person for routine queries and problem escalation; identifies solutions to client issues
Demonstrates sound knowledge of Citi’s core product range
Ensures assigned client portfolio is kept current with respect to due diligence and anti money laundering compliance (Citi KYC) requirements
Contributes to re-engineering efforts
Takes initiative but knows when to escalate ensuring bankers can focus on marketing efforts and revenue generation
Demonstrates sound knowledge of CCB credit policies and applies them effectively; seeks guidance from more experienced credit officers as needed

130

Relationship Associate Resume Examples & Samples

Bachelor’s or Master’s Degree preferred
1 or more years banking or finance related experience
Good knowledge of the financial institution’s commercial and consumer lending procedures
Demonstrate strong service and support oriented skills
Flexible and adaptable to a dynamic environment

131

Account Relationship Associate Resume Examples & Samples

Supports banking relationship managers in serving clients with their account needs
Performs depository duties, loan processing, and documentation and/or pays and monitors overdrafts, contacting clients as required
Knowledge of private or commercial banking products and services usually obtained through experience is required to service client needs
Knowledge of basic accounting usually obtained through coursework or experience is required to process account transactions and loan documentation

132

Customer Relationship Associate Resume Examples & Samples

Approach customers consultatively and systematically to understand the organizational business objectives and goals. Leverage this knowledge to educate on Iron Mountain value and locate opportunities to increase Iron Mountain revenue over prior year
Partner with customer service and operations to ensure a satisfactory customer experience
Strong account management skills
Ability to identify customer need and translate into a solution

133

Relationship Associate, VP, CB Resume Examples & Samples

Collaborate with a broad range of people in various disciplines about different products across the firm to meet the financial needs of clients
For Citi KYC records, monitor their progress and renewal through the ECADD system
For LCs, monitor their requests against committed lines and ensure pricing is in line with Citi standards
May negotiate language for largely standardized FX/Derivative transactions, LCs, or working capital loans
Information resourcefulness
Series 7 and 63 is a plus (not required)

134

GSG Relationship Associate Resume Examples & Samples

Minimum 3 years of experience in a banking environment
Strong time management skills with a high organization capability
A high level of customer orientation (internal and external)

135

Relationship Associate Financial Institutions Resume Examples & Samples

Demonstrate the ability to exercise sound judgment and use initiative, but know when to refer, ensuring Bankers are able to focus on marketing efforts and revenue generation
Provide support on routine credit requests of the client; navigation of the Citi product and coverage network; problem escalation and resolution; driving customer satisfaction; support the coverage side duties related to execution of new transactions/flow product services
Prepare client materials for business meetings (support preparing presentation, printing, binding)
RAs are responsible for ensuring all the various internal processes and systems are aligned and accurate so that Client can transact with Citi. RAs to coordinate Citi internally and they also keep regular contact with members of the clients’ Finance Team
Manage account opening / maintenance process (support with documentation, system settings)
Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering, compliance (CADD) requirements
Keep contact with Business Support Unit regarding KYC renewals/updates
Keep contact with Compliance team regarding Anti-Money Laundering procedures related to KYC and transactions inquiries
Set-up the clients’ legal and marketing hierarchies in the systems and keep them updated
Coordinate all aspects of executive level appointments, meetings and conference calls (external/internal), client events and conferences
Coordinate the team’s frequent travel arrangements; prepare, reconcile and track expense reports through expense settlement system
Order supplies and process invoices through procurement system; administer internal/external delivery needs (postal, courier)
Expert in multi-tasking, organizing, and prioritizing a must
Comfortable with client interactions/front line communication – open minded and creative personality
Organizational – Demonstrates strong organizational skills, awareness around priority of tasks and ability to work independently
Proactive - Identifying situations that could result in new business and developing recommendations tailored to the client
Self-starter - prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance
Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
Ability to gain a strong command of internal systems (eCADD, Citivision, AMC, Citidocs, InfoCiti, ContractManager, P2P, Citi Travel and Expense)

136

Citi Commercial Bank Relationship Associate Resume Examples & Samples

Commercial/Corporate banking experience
Experience in a client servicing role
Basic knowledge of trade, lending, FX and other cash products Skills
Commercial/Corporate Banking skills
Relationship skills and ability to maintain an effective network across the organization
Organisational skills are a must
Ability to multi-task and priortise
Language skills: English

137

Relationship Associate, NAB Broker Resume Examples & Samples

Maximising customer satisfaction through providing advice and support to a panel of Brokers and supporting our BDMs
Proactive monitoring of risk and management of compliance requirements
Improving the knowledge and skills of our team through sharing ideas, running product knowledge sessions and proactive engagement in sales meetings
This includes working closely with colleagues to identify opportunities to increase revenue from existing and new clients
Strong ability to influence both internal and external stakeholders
A complete and detailed understanding of Third party introduced home loan application from lodgement through to registration of Titles
A proven track record of delivering exceptional customer service to our Third Party home loan business partners

138

Corporate Banking Relationship Associate Resume Examples & Samples

Global network liaison; co-ordinate routine credit requests from the GSG network and support the network by acting as an interface with client head office assisting revenue generation and protection
Co-ordination of credit requests and approvals as appropriate (Product, GSG, Bankers, CRMS, GIRM)
Is responsible for the administration of the annual credit approval process; ensuring line set up and booking of commitments
Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering compliance (KYC) requirements
We are looking for a highly motivated and experienced person to support Bankers and drive revenue realisation
Organisational – Demonstrates strong organisational skills, awareness around priority of tasks and ability to work independently
Fluent in English, French is a plus

139

Sales Relationship Associate Resume Examples & Samples

Grow, coach and train a strong community of new merchandisers to maximize the Chloe + Isabel sales opportunity
Act as a concierge to new merchandisers by checking in with each onboard during identified milestones to ensure they are setup for success to run their Chloe + Isabel businesses
Deliver an exciting, personalized and consistent brand experience via phone, email and live chat
Confidently speak to the Chloe + Isabel merchandiser opportunity, structure, terms & conditions, and current and seasonal promotions
Achieve daily KPIs to meet team productivity and quality expectations
Always deal with the most difficult situations in a willing and professional manner while aiming to turn all negative situations into a positive outcome
Passionate, flexible, multi-tasker with entrepreneurial spirit that identifies with the Chloe and Isabel mission
Desire to help Chloe + Isabel develop the role of New Merchandiser Experience Representative and grow within the C+I organization
Bachelor’s degree and 1-2 years of successful work experience in a goal-driven inside sales, recruitment, college enrollment or lead management role
Experience with outbound telesales and/or recruitment is a plus
Proven ability to consistently meet and exceed goals
Self-motivated with positive attitude and the ability to work well both autonomously and within a team environment
Effective communicator with strong ability to represent the Chloe + Isabel brand through verbal and written correspondence
Proficient in the use of Excel, Word, and email platforms
CRM/database management systems (Salesforce.com) experience is a plus

140

Customer Relationship Associate, Physical Resume Examples & Samples

Ensure consistent customer contact through a minimum of 50 dials and 10 customer conversations daily. All activity to be tracked through Salesforce.com
Responsible for 100% pipeline integrity
Renew contracts well ahead of expiration
Quickly gain knowledge of IRM product offerings through on line courses and self-study
Demonstrate proficiency with MS Office and Salesforce.com systems
Ability to team effectively at all levels of IRM and customer personnel (to include C-level) on a wide range of topics and issues
Preferred Education / Experience: 4-year College Degree /4 years successful inside sales experience

141

Relationship Associate Resume Examples & Samples

Participation in department projects
Ability to perform in a fast paced, team environment
Above average ability to manage multiple tasks and meet strict deadlines

142

AVP, Relationship Associate, Industrials Resume Examples & Samples

Support Bankers on presentations efforts and marketing initiatives
Support on credit lines requests and exceptions approvals as required
Follow up on client financial documentation for credit and regulatory requests
Ensure products implemented in accordance to client expectations and internal policies / documentation
Ensure investigation of client queries and provide timely responses
Support product requests from clients, interacting with the respective Product Areas
Support on reporting needs
RMs back-up on vacations and absences
Banking and business background is essential
Research capabilities through various applications to obtain data
Demonstrates strong planning and time management skills, awareness around priority of tasks and ability to work independent

143

Relationship Associate Resume Examples & Samples

Support Relationship Managers by answering calls, maintaining daily calendars, scheduling appointments, preparing travel arrangements, copying, filing, expense reports and updating reports
Provide outstanding service to over 300 banking clients including opening accounts, transferring funds, processing wires, and answering questions with regard to loan and deposit accounts
Monitor loans, which includes managing exceptions
Utilization of loan and deposit tracking systems
Plan several client events
Prior experience with loan and deposit systems; knowledge of AFS and CBS a plus
General understanding of legal documents as they relate to loan documents preferred
Ability to handle multiple tasks, interruptions and a fast-paced environment to ensure that deadlines are met

144

Private Banking Relationship Associate Resume Examples & Samples

Serves clients with their account needs. May have direct client assignment responsibilities
Processes daily transactions as required by the client such as loan payments, requests for funds under established lines of credit, money transfers, tax payments, and banking transactions
Sets up various types of client accounts and services. Reviews documentation relating to accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
Performs depository duties, loan requests and processing, and documentation and/or pays and monitors overdrafts, contacting clients as required
Interacts with partners in various areas in operating to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries
Keeps abreast of all new products and services to advise clients with financial needs
Interacts with the client on the telephone or in person responding to inquiries and providing information
Assists in preparation and completion of reports. Reviews and corrects divisional reports such as loans outstanding, balances, fees, profit performance, expenses, and calls made
Provides training and technical expertise on administrative functions to division trainees
1-2 years of related personal/private banking experience. Knowledge of private or commercial banking products and services usually obtained through experience is required to service client needs. Knowledge of basic accounting usually obtained through coursework or experience is required to process account transactions and loan documentation. Knowledge of the operational areas usually obtained through experience is required to identify sources of information to resolve account discrepancies. Excellent oral and written communication as well as client servicing skills. Strong problem solving and organizational skills. Prior teller experience is highly preferred

145

Relationship Associate Resume Examples & Samples

Facilitate credit originations, approvals, documentation, bookings, fee collections and renewals for Stand-by Letter of Credits
Work with client and CTS partners in obtaining all necessary support documentation to ensure completion of KYC Records as well as LCs
For KYC liaise with internal Compliance and O&T personnel on the application of KYC policy
Interact with bankers and product sales and service on AML-related risk issues to ensure timely and quality completion of requirements
Must be pro-active and keen attention to detail and timeliness in delivery of work product

146

Account Relationship Associate Resume Examples & Samples

3-5 years of experience providing customer service and sales support
Financial industry experience with a strong knowledge of business/commercial loan processing, procedures and documentation
Must have Notary Certification or obtain within six months of employment
Excellent customer service skills, highly motivated, focused, and goal oriented

147

Relationship Associate Resume Examples & Samples

1) Support RMs in day-to-day customer servicing, handle and provide timely resolution to customer issues
2) Complete all assigned tasks and periodic reporting on a timely basis
3) Meet customers to understand their needs and requirements
4) Obtain required customer documentation to facilitate on-boarding and updates
5) Work with support teams to resolve customer issues; ensure these are handled appropriately or escalated for further product and process improvements
6) Collate customers' data and information to facilitate reviews, marketing calls and business strategies
7) Participate in the team and department projects

148

Relationship Associate Resume Examples & Samples

Provide commercial real estate clients with outstanding service including opening accounts, transferring funds, processing wires, payments, advances, including construction draws, research and answering questions with regards to loans and deposit accounts
Assist with loan closings and the subsequent monitoring, which includes managing exceptions
Pre and post-closing review of all loan documentation
Administration of NSF’s, exceptions and past dues
General duties such as answering calls, scheduling appointments, copying, filing, and updating reports
Must have at least 5 years of experience in a commercial real estate lending environment
Advanced comprehension of loan documentation and construction administration
Must possess superior knowledge of corporate documentation requirements and all lien perfection and compliance regulatory requirements
Prior experience with a loan system and deposit system preferred
Must be able to interface with top level management, clients, attorneys, title companies, vendors and handle confidential information with discretion
Proficient knowledge of PC/Internet, Microsoft Word and Excel

149

Corporate Banking Relationship Associate Resume Examples & Samples

High energy, strong work ethic and ability to work independently, roll-up-the-sleeves approach
Strong writing, analytical, communication, and presentation skills
Previous coursework, experience, or interest in Finance, Accounting, and Economics
Strong interpersonal and cultural skills to work with a variety of countries and products across the region
Effective communicator and proactive in eliminating silos
University degree or higher (MA or MBA beneficial)
Fluent in English, local language. Proficiency in one or more other languages is a plus

150

Relationship Associate Resume Examples & Samples

Serve as a contact for global transactional banking issues by interacting with cash managers, assistant treasurers, and other treasury personnel from an assigned portfolio of clients and navigating through Citi's extensive network of 100+ countries including providing local relationship manager introductions as needed
Work with client and TTS partners in obtaining all necessary support documentation to ensure completion of CADDs as well as LCs
For LCs, monitor their requests against committed lines and ensure pricing is in line with Parent Account Managers direction
Work with Analyst and Associates in preparing spreadsheets for periodic support discussions and help coordinate the related meeting or call
May negotiate language for largely standardized LCs, or working capital loans in the network
Moderate credit skills/experience (e.g. financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred, but with good analytical aptitude and desire to learn, sound judgment required
4+ years transaction banking experience with focus on customer service, cash management, trade or securities services preferred

151

Customer Relationship Associate Resume Examples & Samples

Ensure consistent customer contact through 15 customer conversations daily. All activity to be tracked through Salesforce.com
Partnering with inside and outside sales teams to further educate and provide solutions to our customers
Ability to identify customer need and translate into a solution. Demonstrate proficiency with MS Office and Salesforce.com systems
Prospect within existing book of business
Demonstrated history of exceeding key activity metrics
Strong Microsoft Office skills with exceptional experience using EXCEL
Prior experience doing live demos or presentations via WebEx
Prior experience using Salesforce.com
Strong interpersonal skills, ability to partner, influence and negotiate
General business acumen and ability to quickly understand IM’s solutions
Preferred Education: 4-year College Degree
Experience: 2+ years successful inside sales experience

152

Relationship Associate Resume Examples & Samples

Conducting performance reviews and identify areas of opportunity to maximise results for NAB, our third party Mortgage Brokers
Building a strong relationship with NAB people and key stakeholders at all levels
A proven ability to work independently and under pressure
Well rounded credit skills and background
High level communication skills
Possess excellent analytical skills and the ability to identify and manage risk or compliance matters

153

Senior Relationship Associate Resume Examples & Samples

Assist Relationship Managers with real estate loan closings, including interfacing with the client, title companies, attorneys, appraisers, and other third party vendors and consultants, reviewing loan documentation and gathering necessary documentation required to close a commercial real estate loan including complex credits such as participations and syndications
Coordinate the draw process for construction loans, interfacing with the client, Relationship Manager, Construction Engineer, contractors, project managers, construction consultants to ensure timely draw processing
Track and maintain a balanced loan budget including the monitoring and tracking of budget line items, change orders and reallocation requests
Conduct detailed review of construction draw requests, including the budget, invoices and site observation reports, to determine if the requested amount can be funded based on the loan agreement and the loan budget
Monitor specialized loan provisions by tracking documentation requirements to ensure compliance with all loan requirements
Monitor escrow or reserve accounts for specific loans and compliance with loan requirements
Monitor file exceptions and past dues for all loans in assigned portfolio
Assist clients with other banking needs including opening accounts, transferring funds, processing wires and answering questions regarding loan and deposit accounts
Submit invoices for payment on behalf of third party vendors
Must have at least 7-10 years commercial loan administration experience
Must have at least 5 years commercial real estate loan closing and/or funding experience, including construction draw administration and budget tracking
Degree preferred, but commensurate work experience will be considered
Demonstrated expertise in reviewing and interpreting of all types of loan documentation and lien perfection for attorney prepared documents
Working knowledge of commercial loan and deposit systems and prior experience using credit and collateral document exception tracking systems
Working knowledge of lending compliance requirements
Must be able to interface effectively with executive management, clients, attorneys, title companies, third party consultants and handle confidential information with discretion
Must be able to respond quickly to customer demands, perform multiple tasks simultaneously
Proficient knowledge of Outlook, Word and Excel

154

Relationship Associate, Agri-morrinsville Resume Examples & Samples

Experience working in an Agri or Rural environment is highly advantageous
Strong interpersonal and relationship building skills; prior experience in developing strong relationships in a customer delivery role
Negotiation skills and the ability to recognise opportunities

155

Relationship Associate Resume Examples & Samples

Provide support on routine credit requests and transactions of the client; navigation of the Citi product and coverage network; problem escalation and resolution; driving customer satisfaction; support the coverage side duties related to execution of new transactions/flow product services
Prepare client materials and logistics for business meetings (support preparing presentation, printing, binding)
RAs are responsible for ensuring all the various internal processes and systems are aligned and accurate for internal reporting purposes and so that Client can transact with Citi
RAs to coordinate Citi internally and they also keep regular contact with members of the clients’ Finance Team
Manage account opening / maintenance process (support with documentation, system settings, etc)
Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering, compliance requirements
Manage the “Know Your Customer” procedures for the client portfolio of the team
Supports the negotiation of credit documentation requirements (e.g. FX, loans, LC's, support, etc.)
Develops a sound knowledge of Citi's core product range (TTS, FX, Loans, etc.)
Active participation on Business Continuity Planning on planning/reviewing, testings and remediations (if any) for team and business unit

156

Relationship Associate, Financial Institution Resume Examples & Samples

Ability to deliver assigned tasks timely and accurately with minimal supervision
Degree holder preferably in Business Administration/ Banking / IT/ Computer Science
Proficient in MS Office, especially MS Excel

157

Relationship Associate, Corporate Banking Resume Examples & Samples

Field calls from clients and product partners and escalate issues as needed, navigating through Citi's extensive network of 100+ countries
Facilitate credit originations, approvals, documentation, bookings, fee collections and renewals for Stand-by Letters of Credit
Understand the bank's credit culture, adhere to credit policies and guidelines, and document and justify exceptions, where appropriate
Work with client and Treasury and Trade Solutions (TTS) partners in obtaining all necessary support documentation to ensure completion of CADDs as well as Lines of Credit (LCs)
2-3 years of professional work experience (financial services preferred)
Client focused
Credit skills/experience is beneficial (e.g. financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) but with good analytical aptitude and desire to learn, sound judgment
Flexibility with work schedule (i.e. may work across different time zones)

158

Relationship Associate Resume Examples & Samples

Collaborate with a broad range of people in various disciplines about different products across the firm to meet the business/financial needs of clients
Field emails and calls from clients and product partners, escalating issues as needed, navigating through Citi’s extensive global network of 100+ countries
Facilitate issuance originations, amendments and extensions, proper approvals, documentation, bookings, fee collections, and credit support for clients’ US Standby Letters of Credit. Provide global support and coordination for client’s overseas Letters of Credit and Bank Guarantee issuances
Monitor credit allocations and reporting throughout the global network, working with bankers, subsidiary account managers, relationship associates, credit operations, risk management and product partners
Understand the bank’s credit culture, adhere to credit policies and guidelines, ensure data integrity, as well as document and justify exceptions where appropriate
Work with clients and Trade and Treasury Solutions partners in obtaining all necessary support documentation and information required to ensure completion of KYC Records and their renewals
For KYC Records, monitor progress, reporting and renewals using the Citi KYC system and assist with follow ups to move approvals forward. Help ensure KYC Records are appropriately assigned to the right region and KYC Owner
For LCs, monitor requests and outstandings against approved credit lines and ensure pricing is in line with Citi standards
Ensure timely response, resolution and client satisfaction on all client requests and investigations including credit and credit supported transaction products, such as foreign exchange, cash management, trade services, etc
Work with Analysts and Associates in preparing spreadsheets for periodic support discussion and help coordinate related meetings or calls
Support bankers in coordinating relationship reviews and/or participate in annual client reviews
May coordinate with Citi Legal teams and help negotiate language for parent guarantees, comfort Letters, LCs and other credit agreements where appropriate
1-3 years of professional work experience (financial services preferred)

159

Commercial Relationship Associate Resume Examples & Samples

Interface with clients and their professional networks to respond to questions, collect information and obtain signatures on legal documents to facilitate credit requests
Continues the process of developing knowledge of the bank’s products, services and credit standards, trends in commercial banking pricing and products, effective sales and customer service practices relevant legal issues ad other necessary information through completion of the Intermediate Phase of a Commercial Lender Training Program
Assist RMs in portfolio management of individual loans such as tracking past due loans, pending maturities, covenant compliance, financial reporting, and accuracy of risk ratings
Execute sales process consistently

160

Relationship Associate Resume Examples & Samples

0-3 years of relevant work experience
Demonstrated academic interest and achievement as evidenced through strong academic credentials and/or extracurricular activities
Client service experience and aptitude strongly preferred
Proficient in MS Office, particularly Excel

161

Relationship Associate Resume Examples & Samples

Know Your Customer (KYC) Due Diligence for existing and new clients. In addition complete other required compliance work streams and deliverables
Manage administrative issues relating to clients, including working with Parent Account Managers (PAMs) to ensure that credit lines are properly allocated for local names and resolving documentation and due diligence issues – “delivering the global network”
Assist in preparation of account plans and briefing notes
Act as “back-up” to other Bankers in their absence
Prepare briefing memos / agendas for client meetings
Research and prepare business development / marketing information across existing and prospective client base and industry sectors
Complete call reports, as appropriate and provide information to PAMs – being the New Zealand link in the global relationship team for any given client
Respond to miscellaneous customer enquires, including managing internal departments to address customer service issues
Documentation follow up with client on outstanding issues – ie. support for offshore subsidiaries, HRR letters, ISDAs, loan documentation etc
Account profitability modelling and monitoring, e.g. Return on Risk Capital (RORC) calculations and Red Zone
Prepare a monthly revenue report, monitor “unusual” numbers with Finance and the relevant product managers for this portfolio
Maintain data base integrity of portfolio across proprietary systems – CRI and Citivision
Assist in maintaining client file integrity across portfolio

162

GSG Relationship Associate Resume Examples & Samples

Demonstrate the ability to exercise sound judgment and use initiative, but knows when to refer, ensuring Bankers are able to focus on marketing efforts and revenue generation
Global network liaison; co-ordinate opportunity requests to network
Leverage the network and product partners to pursue identified opportunities e.g. TTS, Market, SFS
Co-ordination of credit requests, approvals, CRI memo as appropriate (Product, PAM teams, Bankers, CRMS, GIRM), prepare credit documentation. Manage daily overdrafts in accordance with the credit control process; work with client on the funding arrangement for any excesses over approved limits or to flag for internal credit approvals
Demonstrate sound knowledge of ICG credit policies and exercise prudent judgment in managing risks inherent in the business
Co-ordinate account opening / maintenance/
An in-depth knowledge of/experience base in all aspects of transactional banking is essential, with a sound knowledge of Citi’s full product range
BA/Master degree in Finance/Banking, Business, Law or related areas
Korean speaking capability and experience in dealing with Korean client is a plus
Organizational – Work independently and under pressure

163

Relationship Associate Resume Examples & Samples

Provide Energy Banking clients with outstanding service including opening accounts, transferring funds, processing wires, and answering questions with regards to loans and deposit accounts
Coordinate with Treasury Sales and Implementation
Must have at least 5 years of experience in a commercial bank; Experience with Energy Banking preferred
Prior experience with syndicated loan transactions and posting documents to Intralinks or other web-based data rooms preferred
Prior experience with AFS and CBS or other loan and deposit systems
Superior understanding of legal documents as they relate to loan documents
Proficient knowledge of Microsoft including Outlook, Word, PowerPoint and Excel

164

Relationship Associate Resume Examples & Samples

Advanced PC and software application skills; includes GroupWise Scheduler, Excel, and Word
Excellent understanding of bank operating practices and procedures, including all IT systems in use
Extensive knowledge of credit, banking, trust , probate, securities transfer and tax law
Advanced interpersonal, verbal, and written communication skills
Advanced organization skills; ability to handle multiple tasks simultaneously in a competent and professional manner
Ability work with data/information requiring a high degree of confidentiality and complexity

165

Relationship Associate Resume Examples & Samples

Interacts with clients, investment managers, attorneys, brokers, and accountants via telephone, written communications, or meetings regarding problem resolution and/or account maintenance; serves as liaison between operational and support areas and customer; performs research and communicates resolution of problem to customer; resolves questions and problems presented by clients concerning transactions in their accounts and day to day operational issues
Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from clients, and requests from clients are processed timely; loan advances, deposits, distributions, wire transfer, loan bookings, DDA transfer and receipts are processed timely; ensures adequate cash positions in investment, brokerage and trust accounts
Assists in the performance of complex administrative activities, which may include Regulation 9 reviews, account distributions, court inventories and accountings, preparation of loan documents, account exception clearing
Assists Private Bank officers in developing new brokerage, money management, financial planning, lending and depository business with existing or prospective customers including preparation of advanced presentation packages
Prepares documents for management review and reporting. This may include new product proposals, sales presentations, new business reports, client performance reports in general
Through knowledge and understanding of brokered and managed investments
Thorough knowledge and understanding of lending practices and policies, loan documentation requirements, and regulations
Thorough knowledge of deposit, loan, and investment systems, report generation, and information gathering
Thorough knowledge of Financial Planning concepts
Excellent customer relation skills focused on delivering superior service quality
Excellent PC skills including spreadsheet and word processing applications and proprietary applications

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