Relationship Director Resume Samples

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B Marks

Bradley

Marks

43245 Richmond Plains

New York

+1 (555) 837 1625

43245 Richmond Plains

New York

Phone

p +1 (555) 837 1625

Experience Experience

Houston, TX

Relationship Director

Houston, TX

Schuppe-Dach

Houston, TX

Relationship Director

Retaining existing and growing new revenue streams whilst delivering against agreed business plans for the segment
Building from scratch (starting something new, working with limited resources)
Designing and delivering strategy to identify sources of new business and developing existing relationships
Demonstrating that you are devoted to your clients’ success. Making your client' life easier and regularly looking at ways to further achieve this goal
Acting as the key contact for all banking and credit advice and client queries, and interfacing between clients and other part of the wider Barclays group
Demonstrating effective use of your time and resource in making a real and lasting difference within your community
Developing your portfolio through increasing wallet share and winning new business

Boston, MA

Client Relationship Director

Boston, MA

Hoeger, Stiedemann and Kovacek

Boston, MA

Client Relationship Director

Actively develop and mentor talent, providing direction, feedback and coaching
Client management in the areas of leading client/ team meetings/ projects and deadlines by utilizing project management tools
Develop business case justifications for investment decisions and propose to country and regional management for approval
Initiatives & Escalation Management: Ensures initiatives and issues are monitored and addressed
Actively manage service costs
Demonstrated knowledge of management and supervisory principles and practices
Demonstrated knowledge of the principles, practices and standards of leadership, negotiation and client account management

present

Philadelphia, PA

Account Relationship Director

Philadelphia, PA

Ryan Inc

present

Philadelphia, PA

Account Relationship Director

present

Manage the business opportunities at assigned accounts to help ensure KPMG is positioned to capitalize on opportunities by providing high quality services
Meet specific business relationship goals at assigned accounts and report and measure progress against quarterly goals with national and industry leadership and performance manager
Develop relationships with C-level executives, board members, and alumni at assigned accounts
Meet specific business relationship goals at assigned accounts and report and measure progress against quarterly goals with national and industry leadership and performance manage
Participate in proposal development, focusing on the KPMG value proposition, key differentiators, and win themes
Follow-up on leads and manage the overall relationship building process
Assist with proposal development, focusing on the KPMG value proposition, key differentiators, and win themes

Education Education

Bachelor’s Degree in Mobility Around

University of Florida

Bachelor’s Degree in Mobility Around

Skills Skills

A good knowledge of Risk policies and procedures relating to credit conformance and regulatory and operational risk
Using your considerable expertise on the demographic of your local market, understanding business, and understanding financial information to work with your customers in providing credit facilities
Demonstrating that you are devoted to your customers’ success. Make your customers' life easier and regularly looking at ways to further achieve this goal
Solid experience of relationship portfolio management, lending money, and knowledge of Credit
Very good and deep knowledge of the financial markets
Demonstrating involvement and initiative in Barclays objectives of becoming a force for good. Demonstrate effective use of your time and resource in making a real and lasting difference within your community
Solid experience of relationship portfolio management, lending money, and knowledge of the credit skills
Being action oriented, with a focus on continuous improvement in all areas of, with an ability to deliver quality results with a challenging but positive and influential style
Having suitable industry qualifications and a knowledge of the standards expected by the UK Financial Conduct Authority and a detailed understanding of various policies adopted by Barclays Wealth
Outcome: We will keep you updated throughout the process. If you attend an interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome

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15 Relationship Director resume templates

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Citifinancial Oversight Relationship Director Resume Examples & Samples

Bachelor's degree is required; however, advanced degree is preferred
Minimim of 10yrs related business experience
Diverse knowledge of operational, financial, budgetary, and general business knowledge required
Demonstrated ability to have successfully collaborated with inter-company departments and inter-company affiliates, is a strategic thinker, and can consolidate complex subjects into easily consumed presentations
Demonstrated the ability to communicate both oral and written with executive management

Associate Client Relationship Director Resume Examples & Samples

Support Client Relationship Directors in developing their client portfolios
Analyse clients' strategies and business potential to increase the penetration of the Bank for Banks offering
Collaborate closely with internal partners from various product areas such as Foreign Exchange, Securities brokerage, Investment Banking, Global Asset Management, and Transaction Banking
Prepare client coverage plans and briefing memos for Senior Management and Group Executive Board Members
Graduate degree, preferably in Business Administration or related
Knowledge of Banking / Investment Banking products
Experience working with institutional clients in the Banking industry
Fluent in French and English, German would be definitely an asset
Excellent general IT skills
Strategic thinker, takes initiatives and team player
Strong inter-personal, influencing and communication skills

Relationship Director Hospitality & Leisure Resume Examples & Samples

Providing excellent customer service and building deep customer relationships
Managing a portfolio of mid-size customers, with a turnover in excess of £5m per annum, to maximise sustainable income
Communication (including presentation skills)
Detailed knowledge of income drivers
Knowledge of BCB products and propositions
Credit risk management expertise – expected to complete risk accreditation to completed within 12 months of being in role and any other targeted learning or annual accreditation and apply the skills to a high level on a daily basis
An understanding of policies and procedures across the Group relevant to BCB market
Up to date knowledge of BCB’s competition
Comprehensive understanding of the impact of economic environment on customer’s needs and business
Comprehensive knowledge of mandatory Risk policies and procedures relating to credit conformance and regulatory, operational and legal risk
Undertaking or having completed Credit Skills Development or ifs School of Finance examinations, or equivalent, would be an advantage as the jobholder will be expected to completed CSD and risk accreditation within 12 months of being in the role

Relationship Director Resume Examples & Samples

Maintain Relationship Plans for all customers in the portfolio such that contact with customers is prioritized
Conduct annual and if appropriate, interim reviews of customers borrowing facilities
Determine the key messages, e.g. agreed service standards, negotiated pricing, relationship team contact points and new product changes, deciding upon the most appropriate communication method
Manage and find solutions to customer complaints
Determine the products that are most effective in meeting customer's needs and be able to sell these at short notice both reactively and proactively
Research, create and follow up on a target list for potential new business of Global clients operating in UAE
Coordinate with Global RD teams across the network to identify the target clients
Gather all the required information that is needed to prepare and assess credit applications. Role holder will be expected to input certain key information such as judgmental information. (They will work with CMA and CCM resources to construct credit applications)
Control and manage the quality of the portfolio, using available triggers and adherence to Risk management guidelines and policies
Effectively motivate team members to create a collaborative culture and promote an open feedback culture within the team and the wider business
Effectively manage recruitment and development activities of the team and manage direct staff activity on a day-to-day basis, ensuring appropriate and consistent allocation of work across the team
Promote sharing of best practice within the team and support the identified training requirements for self and team. Perform regular performance reviews of all staff and provide quality feedback on learning and development needs, whilst managing under performers as per the Disciplinary, Capability and Grievance (DCG) policy
Previous Relationship Management experience within a Corporate banking environment
ACIB qualified or equivalent
Detailed knowledge of corporate banking products and services
Detailed understanding of local market, policies and strategies
Detailed understanding of Country and CBRM guidelines and credit risk policies
MBA qualified
Experience of working in a large international banking environment
Knowledge of local language

IT Business Relationship Director Resume Examples & Samples

Minimum of 8+ years in the following areas of experience
Broad business knowledge (Ideally sports background)
The highest levels of technical analysis & conceptual design skills including architecture and solution development
Extensive skills in internal finances, vendor management and consulting experience including negotiating contracts
Experience in leading large (7 figures) requests for solution proposals
Excellent leadership, communication (written and oral), presentation and interpersonal skills
Takes ownership of individual and team effort and drives for results
Demonstrated ability to form constructive opinions and defend them
Strong technical knowledge, business acumen and communication skills
Strong expectation management, influence and conflict resolution skills
Strong ability to collaborate across functional teams, build relationships and manage effectively in a matrix organization
Demonstrated ability to think strategically, work independently and develop strategies to prioritize and optimize client relationships
Strong ability to motivate teams and coach and train others
Advanced knowledge of business process evaluation and selection of products, tools, services and infrastructure components in line with an organization's business needs and architectural principles

VP Relationship Director Resume Examples & Samples

Managing a portfolio of institutional (re)insurance clients to maximise sustainable income, including financial targets and return metrics
Developing portfolio through increasing wallet share and delivering new business across products and geographies
Ensuring effective risk management of clients and the overall portfolio
Establishing and growing a profile as a recognised expert in your designated industry/ speciality
Coordinating across Barclays’ businesses to leverage the global platform
MBA degree preferred
Bulge Bracket experience preferred

Relationship Director Corporate Banking Resume Examples & Samples

Developing your portfolio through increasing wallet share and winning new business
Ensuring effective risk management of existing customers and new opportunities
Communication (including presentation skills) in English, Cantonese and Mandarin
An understanding of policies and procedures across the Group relevant to the corporate banking market
Excellent communication skills, both written and verbal in English and preferably in Mandarin
Sufficient knowledge of compliance, Barclays Capital business principles and corporate values, key applicable laws, rules and regulations

Relationship Director, GDI Europe Resume Examples & Samples

The role is a combination of relationship management of a designated portfolio of consumer and services, TMET and diversified industrial names HQ’d in Europe and developing and driving industry insights across the Global Banking client base in Europe
Involves formulating the account plans for the relationships, in line with strategy, and making sure they are executed across product and geographies. The use of insights will be critical to drive strategic share of mind and wallet with the customer base. Whilst delivering the financial plan, the role involves careful management of risk, with an in depth understanding of credit, operational and reputational risk
Development and execution of strategies necessary for the acquisition of new customers and to identify new business opportunities with existing customers. This will primarily cover consumer and services, TMET and diversified industrial relationships
Retaining profitable existing customers by consistently meeting or exceeding customer expectations through superior customer service
Up-tiering client relationship and to deliver the ‘bank to them.&#8217
Developing and executing customer strategies, in conjunction with product specialists where appropriate, to identify, target and realise new share of wallet opportunities through provision of new products and service
Developing a network of contacts which will assist in achieving overall business strategy of sourcing new business, maximising existing business and increasing competitiveness
Developing and converting new geographic locations/penetrations for our existing and new customers
Proactively develop and maintain a detailed understanding of customer's strategy, and use insights to help differentiate ANZ and support the execution of the customer’s strategy
Sharing industry insights with the broader team
Developing and maintaining industry expertise and general awareness of key economic trends impacting the industry
Set workflow control by ensuring key tasks and activities are prioritised and managed
Reviewing credit memoranda and diary notes to ensure that all risk inherent in credit exposures and other risks are identified and assessed
Adhering to the bank's credit policies and standards regarding approval, reporting and documentation
Work with the global relationship managers, booking point relationship managers and product partners for effective account planning
Living the ANZ values at all times
Contributing to an outperformance culture and a diverse and engaged team through effective collaboration both within GDI but also within GB
Responsibility for career/development planning together with line manager
Mentoring and developing more junior bankers where appropriate/relevant

Client Relationship Director Resume Examples & Samples

Achieve country and client plan objectives with specific client product, service revenue and volume targets
Development and execution of business strategies and business plans
Delivery of projects which ensure profitable business for Visa and its client
Facilitate and direct internal Visa support areas in response to specific client requests and ensure the delivery of risk, marketing, product, operations and innovation support
Ensure positive client satisfaction results
Develop business case justifications for investment decisions and propose to country and regional management for approval
Lead and develop your direct team members to ensure that there is high engagement and successful delivery of objectives, underpinned by operating at your sustainable best

Merchant Relationship Director Resume Examples & Samples

10 or more years significant marketing experience, with meaningful experience in digital and/or innovation
Previous experience building and managing a marketing team
Direct experience in relationship management with large consumer facing companies
Specific management experience in target merchant verticals preferred
Mobile or emerging payments experience a plus

Relationship Director Resume Examples & Samples

Identifying and providing solutions to a wide range of client needs; including investments, banking, credit, foreign exchange and wealth structuring
Retaining existing and growing new revenue streams whilst delivering against agreed business plans for the segment
Developing relationships with other parts of Barclays Group to ensure clients are managed in the most appropriate way, enabling effective management of clients as required
Taking responsibility with internal colleagues for the end-to-end client experience, ensuring client satisfaction
Proactively engaging with the business when required to support change management
Proven experience in a front line managerial role ideally with past exposure to Fiduciary clients
Experience in delivering high quality client relationship management with a passion for providing service excellence
Knowledge of products and services available to the client, with the ability to identify more complex client needs
An understanding of global economics, political conditions, current affairs and competitor activity
Experience in financial services and a thorough understanding and appreciation of the need to operate to high standards for risk and regulatory standards
Application: On your application we'll ask for information like your contact details, education and work experience. You’ll also be required to upload a CV, so it's a good idea to have it ready

Business Relationship Director Resume Examples & Samples

To identify and communicate strategic and operational risks associated with the impact of technological changes
IT Engagement representation on Steering Groups
To be the escalation point to ensure business and IT issues are resolved

Relationship Director Resume Examples & Samples

Creating and building highly proactive business relationships
Building a portfolio of Offshore clients to develop revenue
Engaging with colleagues worldwide, to deliver banking, investment and other services
Producing excellent sales and business performance
Significant experience in delivering high-quality client portfolio management
Knowledge of the Offshore marketplace, specifically the Cypriot market
The ability to identify products and services to benefit clients
A substantial background in financial services

Relationship Director Resume Examples & Samples

Create new business through organized lead qualification and prospecting to increase alliantgroup’s market penetration
Identify and qualify prospects, create call plans and track progress in Salesforce, conduct daily outbound sales calls (cold and warm calling), schedule and hold sales appointments, obtain needed information to generate presentations and create value centric sales pitches, negotiate and close deals/contracts
Understanding of a value-centric sales approach that allows you to establish highly profitable, strategic partnerships to gain new business through referral avenues
3+ years of professional sales experience in high-tech or service-related industries, preferably staffing sales, software sales, technology solution sales, financial services etc., calling on C-level decision makers at small to mid-size companies. Tax related industry experience not required
Solid sales (hunter) personality with a strong desire and ability to add new client companies and drive new revenue
Proven ability to build relationships and quickly develop trust with C-level executives
The aptitude to thrive in a fast-paced sales environment with quick sales cycles focused on quality and revenue generation
Highly motivated, results-oriented with strong skills in presenting, communicating, organizing, multi-tasking and time management
Outstanding telephone sales skills as well as dynamic in person relationship building and “challenger” sales approach mentality to add value and build credibility immediately
Strong drive and sense of urgency to get things done
Career driven with a resilient and gritty personality, a high-performing over-achiever that is driven by constant feedback and investment from leadership to grow personally and professionally
Openness to travel 30-70% of the time (frequency varies depending on the time of the year, the person, and the region)

Relationship Director Resume Examples & Samples

Create new business through organized prospecting and networking to increase alliantgroup’s market penetration
Identify and qualify prospects, create call plans and track progress in Salesforce, conduct outbound sales calls (cold and warm calling), hold in-person client meetings, obtain needed information to generate presentations and create value centric sales pitches, negotiate and close deals/contracts
Understanding of a value-centric sales approach that allows you to establish highly profitable client relationships and strategic partnerships to gain new business through referral avenues
Pursue new prospect targets and sales leads to set client appointments and present our firm’s services
Utilize appropriate resources and technical support within the business development team and firm as a whole
3-7+ years of professional sales experience in high-tech or service-related industries, preferably staffing sales, software sales, technology solution sales, financial services etc. Tax related industry experience not required
Solid sales (hunter) personality with a strong desire and ability to win new business and drive new revenue

Tax Market Relationship Director Resume Examples & Samples

Assist with proposal development, focusing on the KPMG value proposition, key differentiators, and win themes
Ten years of demonstrated experience in a position requiring the management of corporate accounts
Background in background in selling Tax solutions and services
Demonstrated success in identifying, initiating, and nurturing new or on-going business opportunities

Account Relationship Director, Retail Resume Examples & Samples

Participate in proposal development, focusing on the KPMG value proposition, key differentiators, and win themes
Seven years of demonstrated business services experience in a position requiring the management of corporate accounts
Background in advisory services, business services or audit with a Big 4 accounting firm
Experience developing and leading relationship building activities with C- Level executives

Retirement Plan Client Relationship Director & Manager Resume Examples & Samples

Deliver sales presentations, close sales, existing/new plan transitions
Execute strategies to maximize plan profitability
Retirement plan evaluation and improvement plan development strategy
Plan development and plan implementation including marketing strategy, communication materials and participant education
Drive and "own" the process of plan renewals of cases assigned
Maintain and grow revenue through established and new clients via product offerings as well as increased participation and asset consolidation
Represent Company products at trade association meetings and conferences as well as plan sponsor board meetings
Market new clients or prospects in accordance with regional strategy
Create, execute and report on a comprehensive sales plan focused on increasing plan participation, assets under management, participant education and other goals as assigned by the Regional VP
Manage education and plan servicing functions through RPC’s. Oversees a large specific assigned territory, includes managing activities of RPC and administrative staff, focusing on plan retention, the identification of service issues and resolution
Perform duties inherent in a managerial role. Conduct performance reviews, approves requests for vacation/PAL, manage performance issues, and has hire/fire authority. Train, coach, mentor and direct the work of all direct reports and subordinates
Facilitate training sessions to enhance staff development, and company initiatives. Track, measure and review staff results. Provide feedback to staff on performance opposite established performance benchmarks
Analyze and control expenditures of RPC and Admin staff and overall operation with assigned territory
Bachelor’s degree in business or related field preferred
5 years experience in Financial Services industry
FINRA Series 6, 63 and other licenses and designations as required, within established timelines
Demonstrated mastery in conflict resolution, negotiations, presentation skills, relationship building and ongoing client relations

Solution Relationship Director, SAP Resume Examples & Samples

Bring focus, energy, and go-to-market skills to help our firm win more business, close cycle times, and improve our overall win rate
Become a Solution Specialist in their assigned solution
Function as the KPMG Advocate to account teams and clients
Demonstrate excellence in applying MarketEDGE to qualify opportunity and gain insights from win/loss reviews as input to the integrated sales management process
Eight years of demonstrated successful consulting services or solution sales experience in high-end major national/global accounts; verifiable track record of exceeding expectations
Strong subject matter expertise or industry expertise

Solution Relationship Director, Deal Advisory Resume Examples & Samples

Build market awareness of KPMG for their assigned product and service offering
Able to understand complex content and relate content around industry issues, client needs, and KPMG service offerings
Demonstrated superior ability to develop and lead relationship building activities with C-Level executives, including CEO, CFO, COO, CIO, Business Executives, and General Auditor

Associate Relationship Director Resume Examples & Samples

Proven sales track record within Wealth Management
Strong understanding of Investment & Wealth Management products
Prior experience in a Relationship Manager role highly preferred
SFO & IIQE qualifications (to perform relevant regulated activities in Wealth Management)
Results driven and self-motivated

Relationship Director Resume Examples & Samples

Managing a portfolio of large corporate clients, both SOEs and POEs to maximize sustainable income from Corporate Bank product, and maximize connectivity across Barclays Group
Evolve the FI strategy for the new operating environment; dealing with the challenges and opportunities presented by market and regulatory changes
Develop, maintain, and execute on Non Bank Financial Institutions strategy
Communication (including presentation skills) in English and Japanese
Negotiation
Credit
Credit risk management expertise – expected to completed risk accreditation to completed within 12 months of being in role and any other targeted learning or annual accreditation and apply the skills to a high level on a daily basis
High quality objective credit risk and financial crime risk applications, ensure robust ongoing monitoring and control and that sound judgment is exercised at all times
The job holder will be required to undertake a significant number of visits to customers at their own premises, requiring a high degree of mobility around the designated “patch”

Relationship Director Resume Examples & Samples

Identifying, acquiring, developing and servicing new relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources –. typically 150 portfolio clients
Achieving personal and team targets for new clients, assets and revenues
Making a demonstrable contribution to referring relevant business to other parts of Barclays Wealth and/or the Barclays Group
Acting as the key contact for all banking and credit advice and client queries, and interfacing between clients and other part of the wider Barclays group
Providing innovative and world class financial solutions to meet client needs including
Strong relationship skills coupled with experience of managing and handling the sophisticated needs of individuals and families, and experience of building a client base
Effective in gaining in-depth understanding of client needs and advising on a diverse range of wealth management solutions
Control and monitoring of risk within client book and detailed regulatory knowledge
Broad experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management, and private banking expertise
Ideally educated to degree level or equivalent, with an IMC qualification or similar, preferable

Relationship Director Resume Examples & Samples

Meeting key clients and prospects
Working with RMs and BDs to up-tier their skills
Working with internal stakeholders like TTS, Markets, Investment Banking, Compliance to evaluate target market opportunity
Reporting of key metrics to Region and Global for Dashboard/ recognition
Working with specialist RM and BD team to drive revenue growth from the segment
Reporting of Regional and Global metrics and key wins

Strategic Relationship Director Resume Examples & Samples

Support the financial services teams and business in achieving sales revenue targets through consistent high quality of service as well as identifying and delivering cross and upsell opportunities to generate additional revenue across the client base allocated to you and your team
Responsible for obtaining profitable results by developing the SCRD’s and teams through motivation, counselling, skills development and product knowledge development
Ensure that all CRD’s and CRM’s activities are in accordance with DST’s business goals and objectives
Responsible for monitoring the performance of the SCRD’s by utilising existing appraisal and team performance applications and by establishing a system of regular team communication and reporting
Commercially astute, your key responsibility to all clients allocated to you and your teams is to maintain a high level of service throughout the contract ensuring smooth delivery of all commitments which ultimately leads to a client renewal without rebid
Develop existing client business and accounts, looking to increase revenue and longer term contracts. Drive the growth and retention of key existing clients through value added relationships (at a senior level), insight and intimate knowledge of customers and developing senior relationship in other areas of the clients business
As a relationship specialist you will be the escalation point for the SCRD’s, their clients ensuring you deal with any client’s significant queries, issues and complaints. You will ensure your team are recording any complaints and that they are logged, investigated, resolved and followed up formally with clients at all times
Working with the SCRD’s to design and implement strategic plans to achieve the teams business goals for the short, medium and long term
Develop strategic account plans where required and ensure those within your team identify service commitments, SLA’s, contracts, client reporting, internal reporting, forecasting and revenue
Support the research in your teams clients organisations and industries to identify opportunities and any industry issues which we should help them address through face to face meetings with client contacts, networking etc.…
Research and gain a good understanding of the competition to identify weakness and strengths
Ensure the governance policy for the team is upheld and effectively managed at all times. This includes all reporting and salesforce updates, MI etc
Support, create and deliver new business proposals as required and undertake senior client presentations
Responsible for ensuring maximum profitability of accounts allocated and in your team to ensure that all work undertaken is correctly and effectively resourced to ensure maximum profitability for DST
Responsible for budget & forecast revenue for the team, analysing results and addressing any issues
Maintain the CRM Database detailing any new client leads, follow up calls etc.…
Produce reporting as required
Experience of managing a number of high performing teams and the ability to develop skills in order to lead and influence the teams efficiently and effectively, demonstrating a confident, assertive and diplomatic approach
As part of the senior management team, you will take responsibility for the long-term direction of the SCRD’s and associated business
Previous success in a similar sales, business development or senior relationship management role, alongside the energy, nous and drive to constantly generate sales opportunities
Excellent written and spoken communication skills with experience of successfully influencing others, negotiating effectively and winning over audiences with compelling and persuasive presentations
Built effective networks across business areas, developing relationships based on mutual trust and encouraging others to do the same
A track record of making complex business decisions with authority, even in times of ambiguity, considering the potential risks and implications
Experience of creating and deploying comprehensive business/operating plans which consistently deliver desired results
A comprehensive understanding of risk management and proven experience of ensuring own/others' compliance with relevant regulatory processes
A track record of effectively handling complex sales, to meet the needs of demanding customers, in a fair and ethical way
Be proactive at all times and develop strategies in order to maximise market and client growth potential
Excellent knowledge of the DST’s products and services. The ability to keep up to date with new initiatives within the business including new clients, machinery, structure change, new applications etc.
Excellent understanding of sector specific markets and products
Experience and detailed awareness and/or knowledge of Regulations for the sectors within your team(s)
Understanding of the supplier management role in the sector allocated
Highly effective communications skills and interpersonal skills with the ability to build strong senior client relationships and the ability to negotiate at a senior level
Self-motivated and have a flexible approach at all times and adaptable to change
Be willing to travel due to the site agnostic role

BIS Relationship Director Resume Examples & Samples

Operating at a strategic level, engaging with directors and divisional leaders across IT and the business
Involvement in the ‘new business’ process, e.g. acquisition and integration, and how you have introduced technologies and structures to enable the business to succeed
A passion for technology, and examples of having introduced modern technology solutions to solve complex business problems
A history of successful programme/project delivery
Translating divisional objectives and strategies into a well-defined and effectively prioritised portfolio of Digital and IT investment projects, representing the official pipeline of project work to be delivered for that division by BIS
Stimulating awareness and curiosity within the division regarding the exploitation of innovative technologies focused to deliver differentiation within its chosen markets
Continuously working collaboratively with peers representing other divisions and the wider BIS Function, to shape common initiatives and services that benefit the whole of JM wherever possible; in order to increase efficiency
Being the ultimate point of management escalation between the Division and BIS for major incidents and service feedback
23 December 2016

Relationship Director Resume Examples & Samples

Affluent Banking
Deposits / Investments / Income / Revenue
At least 10 years experience in Consumer Banking - with a minimum of 5 years Relationship Manager Experience in the Wealth Management segment
Knowledge of wealth products, sales & service delivery
Works with long-term perspective in addressing customer needs, understanding and building an opinion of the customer’s needs and how best these can be met
Outgoing, confident, thrives on dealing with mass affluent individuals and business people
Great at networking
Ability to develop and implement effective sales plan to achieve business goals

Consumer Relationship Director Resume Examples & Samples

Lead and achieve sustainable change to this “new way of marketing” by developing and executing a Customer Engagement implementation and change programme
Own and drive the successful implementation of the global CRM and Loyalty strategies
Lead and influence the CRM and Loyalty strategic agenda with the Marketing Board and senior stakeholders across the organisation
Lead to ensure local market execution and adaptation making it locally relevant but consistent with the overall strategy framework
Lead a team translating strategic goals into tactical and functional requirements, delegating responsibilities, setting clear objectives and KPIs and managing all people related topics
Lead and partner with the cross-functional Global CRM Core Team – E-comm, Digital Platforms, Digital Experience, IT, Brand marketing etc. - to ensure an aligned and consumer centric approach to all 1-to-1 relationship marketing activities
Overall responsibility for internal communication on all things Customer Engagement to facilitate the required change including the championing of good working relationships with key internal stakeholders
Overall Business Owner for consumer data within PANDORA
Can-do attitude and high performance drive
Great overview and whole hearted passion
Strong individual – yet team player in the pride
Specialist CRM and Loyalty knowledge e.g. fundamentals of successful 1 to 1 marketing programmes; the difference marketing intelligence can make; good technical understanding to enable calculated strategic decisions to CRM infrastructure etc
Excellent project management skills and capacity to establish long term and short term plans, and drive execution through team, to achieve desired results
Ability to influence key senior stakeholders
Proven ability to lead & motivate a team
Ability to manage ambiguity
Proven negotiation and communication skills
Managing relationships with external agency and marketing service provider
Excellent written & oral communication
Demonstrated ability to prepare and manage budgets
Strong computer skills, particularly Microsoft Office (Word, Excel, PowerPoint)
Educated to at least degree standard in marketing/business subjects. MBA / Master Degree a plus
8+ years CRM/Loyalty experience in a multi-channel, international B2C organisation

Relationship Director Resume Examples & Samples

Demonstrating that you are devoted to your customers’ success. Make your customers' life easier and regularly looking at ways to further achieve this goal
Taking an active interest in your customers’ business, identifying their needs and providing solutions to enabling their business to grow
Solid experience of being in a service role & meeting customer needs with Business products and propositions
An excellent understanding of the impact of economic environment on customers’ needs and business

Client Relationship Director Resume Examples & Samples

Experienced sales/service professional that can advocate, encourage, influence and promote Manpower products and services; identify and satisfy customer needs, understand and overcome objections
Demonstrated success working in a fast-paced, highly competitive, deadline oriented environment. Able to engage others into taking action and able to convince others to purchase Manpower staffing services
Proven business acumen, with ability to analyze, plan and synthesize information into overall strategy
Experience in solution oriented sales/closing techniques
Ability to act as an individual contributor while being responsible for engaging and managing response teams for specific client opportunities
Demonstrated self-motivation with ability to pro-actively manage multiple accounts/demands/resources in a results oriented manner
Ability to organize and schedule tasks, plan and prepare, set priorities, and follow prescribed structure
Proven ability to take independent action, self-starter that can define and execute goals and objectives independently
Excellent written and verbal communication skills including proficiency in Power Point word and excel, proposal writing
Ability to effectively oversee resolution of any client concerns promptly and effectively
Effectively engage other Manpower areas including the field organization, to coordinate all service levels and monitor service and revenue performance in order to maximize contract utilization and drive customer satisfaction within all assigned accounts
Ability to interpret client needs and translate them into Manpower solutions with clarity
Demonstrated ability to effectively interact, listen, influence and partner with executives and other high level decision makers
Possess a high degree of business acumen and sincere desire to be an expert in the World of Work
Ability to build strong client relationships and establish trust with all key client contacts
3+ years of successful large account business-to business sales experience

Associate Client Relationship Director Resume Examples & Samples

Support primary CRD on multi-segment sales and pursuit efforts to contribute to profitable revenue growth
Coordinate and support sales efforts across all product segments
Develop and nurture client relationships throughout the organization, creating awareness of WTW products and services across all segments
Develop shared understanding of each client’s business strategy, organizational structure, buyers, and stakeholders
Support primary CRD on development and execution of complex client account plans and strategies
Develop, manage and grow own book of business as primary CRD
Participate in relevant industry communities in order to deliver industry-specific expertise to our clients
Develop a broad understanding of WTW capabilities and expertise; participate in sales and business training
Actively engage in financial management of the client, e.g. monitoring expenses/investments incurred in client management service delivery, and billing and collecting in some cases

Client Relationship Director Resume Examples & Samples

Become a trusted advisor and portal to WTW for assigned large and global clients and prospects, addressing their unique business needs with bespoke solutions that leverage capabilities from across the company and incorporate industry expertise
Coordinate and collaborate with specialists, consultants, industry experts, and other critical team members across WTW segments and geographies to bring the full capabilities of WTW to the client and ensure a streamlined client experience
Influential at multiple levels of the client organization, promoting new and recurring business while managing existing revenue and profit streams
Lead the development and execution of client account plans and strategies to ensure profitable revenue growth and create new business opportunities
Ensure client satisfaction through proactively monitoring and addressing any issues
Partner with WTW segments to negotiate pricing/fees, and ensure client relationships are secure and financially sound
Actively manage service costs
Actively develop and mentor talent, providing direction, feedback and coaching
Embody and deliver the Client Value/Differential Value Proposition on an ongoing basis

Relationship Director Resume Examples & Samples

Identifying and delivering new business opportunities in the technology market, directly and through the bank or Lombard teams, focusing on the mid corporate and SME environment
Using your strong knowledge of the full LTS product range; clearly articulating this product suite and identifying where and how these products deliver an appropriate solution to meet customer requirements
Engaging, influencing and collaborating with senior RBS and Lombard colleagues, up to and including the Sales Director, working closely together for mutual benefit and in order to utilise existing business relationships to support and drive the LTS proposition
Identifying, developing and delivering new business opportunities in a mid corporate environment
Working with Residual Value (RV) based transactions (including end of lease options)
Some experience or appreciation of working within the technology sector
The Asset Finance leasing market
Working in a field based, front line, customer facing role
Building excellent relationships with stakeholders

Relationship Director Resume Examples & Samples

Identifying, developing and securing new relationships with a range of Barclays Wealth and Investment Management and Barclays Group partners across the target jurisdictions or geographies, as part of the new client acquisition strategy across booking platforms ensuring client satisfaction
Leading initiatives with external business introducers, trade associations, solicitors and accountants and increasing the portfolio value of key Captive clients
Identifying and managing solutions to meet a wide range of client needs, including banking, investments, foreign exchange and wealth structuring and providing regular contact with them
Being committed to ensuring that clients have access to the best possible service that Barclays can offer and developing relationships with other parts of the bank and having joint responsibility with internal colleagues for the end-to-end client experience
Ensuring that standards, both legal and regulatory, are constantly adhered to in order to avoid exposing the business to risk and maintaining sound risk management to prevent emerging risks
Supervising a small number of Account Executives on a day-to-day basis, although there will be no direct line management responsibility for these members of staff
Financial services and Banking experience is essential and a thorough understanding and appreciation of the need to operate to high risk and regulatory standards particularly in their target markets
Excellent profit orientation and business awareness experience with a client focus, with the ability to build responsibilities and exert commercial negotiation and influencing skills in a culturally diverse international market
Demonstration of strong knowledge of global economics and political conditions, current affairs and competitor activity and the implication of these will be necessary for benefit of our clients
Demonstrating a depth of commercial understanding of the businesses they have supported in the past, coupled with an appetite to build a deep appreciation of the corporate and intermediary banking sector
Having suitable industry qualifications and a knowledge of the standards expected by the UK Financial Conduct Authority and a detailed understanding of various policies adopted by Barclays Wealth
Being action oriented, with a focus on continuous improvement in all areas of, with an ability to deliver quality results with a challenging but positive and influential style

Relationship Director Resume Examples & Samples

Implementation of strategic growth plans to increase client and market penetration
Development and implementation of strategic growth plans to increase client and market penetration
Delivery of revenue synergy goals through sales growth, cross selling and commercial policy developments
Accurate forecasting and planning of sales strategies
Global management of the sales cycle – i.e. product and market campaigns. Enhancing our ability to prioritise and focus our sales efforts
Execute an overall realistic and achievable sales plan for the region
Ensure existing client relationships are leveraged to broaden global footprint
Work closely with central product and marketing teams to ensure market intelligence, competitor analysis and market trends / conditions is gathered and monitored
Identify other business sector opportunities
Deep knowledge of Asset Allocation and Investment Strategies
Proven ability to work with clients and influence at a senior level
Very good and deep knowledge of the financial markets
Extensive senior sales and relationship management in the area of asset allocation, financial data, investment markets or closely related areas

Medicare Business Relationship Director Resume Examples & Samples

Excellent quantitative, marketing, financial, and strategic skills required
Ability to travel (less than 15%) required
Previous client facing experience preferred

Market Relationship Director Resume Examples & Samples

Develop relationships with C-level executives, board members, and alumni at assigned accounts
Coordinate relationship building activities with appropriate partners, engagement managers, subject-matter professionals, and other KPMG personnel on the engagement team(s) in an effort to help ensure they are well advised on important matters
Manage the business opportunities at assigned accounts to help ensure KPMG is positioned to capitalize on opportunities by providing high quality services
Ten years of demonstrated experience selling Tax solutions and services in a position requiring the management of corporate accounts
Experience developing and leading relationship building activities with C- Level executives Demonstrated success in identifying, initiating, and nurturing new or on-going business opportunities

Solution Relationship Director, Deal Advisory Resume Examples & Samples

This individual will coordinate with numerous firm resources to develop and execute a market growth strategy and approach for each private equity firm assigned to them within the geographic coverage area. This role will fully understand all aspects of the firms' private equity strategy and leverage tools, support and best practices to expand the firm's relationships and wallet share within their private equity assignments
Minimum eight years of demonstrated successful consulting services or solution sales experience in high-end major national/global accounts; verifiable track record of exceeding expectations
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

Solution Relationship Director, Workday Resume Examples & Samples

This individual will coordinate with numerous firm resources to develop and execute a market growth strategy and approach for Workday services to the accounts in their assigned geographic coverage area. This role will fully understand all aspects of the firms' Workday strategy and leverage tools, support and best practices to expand the firm's relationships and wallet share within their Workday assignments
Build and maintain strong sales pipelines and forecasts associated to substantiated opportunities and close sales, and finalize agreements with customers
Engage in Account Management, including Account planning, Client procurement, Meeting follow-up, Pipeline development, Opportunity pursuit, Contract negotiation, Risk management, Proposal and Statement of Work development, and Revenue attainment
Strong subject matter expertise or industry expertise, travel may be up to 80-100%
Tangible and demonstrated experience in formal sales process deployment and use
Demonstrated superior ability to develop and lead relationship building activities with C-Level executives, including CEO, CFO, COO, CIO, Business Executives, and General Audito

IT Business Relationship Director Resume Examples & Samples

Ability to translate technical concepts/strategies in business language/acumen
Proven ability to develop and implement IT strategies and roadmaps
Critical success factors for the position include expert-level relationship management skills, influencing skills, and an ability to earn and maintain trust across business partner organization as well as central IT solution and service delivery organizations

Client Relationship Director Resume Examples & Samples

Demonstrated knowledge of Executive Education industry and programs/products
Experience in successfully developing new business and long-term partner relationships
Experience in developing solutions that align with client needs and culture command of a second language/working
Demonstrated knowledge of a foreign culture and evidence of an international outlook
Demonstrated knowledge of the principles, practices, methods and techniques of project management, general business principles and application to educational programs
Demonstrated knowledge of the methods and practices of account management
Demonstrated knowledge of services marketing and sales practices and principles and techniques
Demonstrated knowledge of principles, practices and methods of strategic planning
Demonstrated knowledge of the principles of exemplary customer service demonstrated through actively listening, acknowledging, and responding to every inquiry; taking ownership and resolving each concern or problem as appropriate; exhibiting professionalism and expertise in every interaction and engaging in professional development to meet expectations for service excellence
Demonstrated knowledge of the principles, practices and standards of leadership, negotiation and client account management
Experience in working with a diverse and complex university community as well as multiple external national as well as international clients
Experience in developing and implementing service standards
Experience in working independently and collaboratively
Experience in marketing and selling concepts through written, interpersonal, and presentation styles
Experience navigating ambiguous situations and influence stakeholders to deliver results
Experience in nurturing, building and maintaining relationships quickly
Experience in conveying executive presence and in communicating with an appropriate level of business acumen and literacy to senior leaders
Experience in establishing credibility as a trusted advisor to clients
Experience managing multiple responsibilities, deadlines and personalities with ability to foresee and resolve a wide variety of business problems, taking action where answers to problems are not readily apparent
Experience I integrating diverse opportunities and complex viewpoints into simple business solutions
Experience in applying sensitivity to cultural differences across multiple international clients
Experience in working effectively in a face-paced, results-oriented entrepreneurial environment
Experience in applying a high degree of tact, patience and diplomacy, especially in situations involving pressure while focusing on solutions
Experience in stimulating changes in individual, institutional, and corporate behaviors to create a more sustainable environment
Experience in leading by example in communicating, participating and encouraging support of the institution’s sustainability programs

Eshla Portfolio Relationship Director Resume Examples & Samples

Demonstrating that you are devoted to your customers’ success. Making your customers' life easier and regularly looking at ways to further achieve this goal
Using your considerable expertise on the demographic of your local market, understanding business, and understanding financial information to work with your customers in providing credit facilities
Actively sharing your skills and knowledge with your peers and more junior colleagues, to assist in their development
Demonstrating involvement and initiative in Barclays objectives of becoming a force for good
Solid experience in a previous role of relationship portfolio management, money lending and credit
Sound knowledge of Banking policies and procedures relevant to Barclays Business market

Relationship Director Resume Examples & Samples

Actively share your skills and knowledge with your peers and more junior colleagues, to assist in their development
Solid experience of relationship portfolio management, lending money, and knowledge of Credit
Sound knowledge of Banking policies and procedures

Relationship Director Resume Examples & Samples

Serves as the Marketing point of contact for Distribution
Consults with Distribution partners to understand business opportunities, market drivers, and growth potential. Recommends the most effective marketing solutions to maximize each opportunity
Aligns marketing recommendations with the strategic goals of the organization; able to see the big picture impact of individual projects and adjust direction accordingly
Develops and manages the industry event calendar. Collaborates with business partners to identify event opportunities, defines marketing presence and logistics, and coordinates speaking opportunities to drive business priorities
Collaborates with Subject Matter Experts in product, service, and operations to properly position capabilities to brokers, employers and consumers
Accountable for the accuracy, timeliness and effectiveness of the marketing deliverables developed under their direction
Continually looks to improve the process and procedure to maximize Marketing’s effectiveness on the business. Identifies best practices, celebrates success and models change
Communicates comfortably with all levels of the organization
Presents to internal and external audiences
Educates the Distribution team on new Marketing tools, programs, and positioning skills, enabling them to elevate the Group Insurance value proposition with a common voice
Bachelors degree highly desired
3+ years B-to-B and/or B-B-C marketing experience highly desired
Excellent consultative skills with a minimum of 5 years experience in a similar capacity
Strong business acumen and a functional knowledge of financial service products, services, distribution and market environment preferred
Demonstrated record of successfully transforming business partners’ objectives into effective strategy
Able to handle multiple priorities in a fast-paced environment
Excellent communication skills – written and verbal
Able to influence without authority to all levels of the organization
Demonstrated ability to develop, lead and execute projects

Relationship Director Resume Examples & Samples

Demonstrating that you are devoted to your clients’ success. Making your client' life easier and regularly looking at ways to further achieve this goal
Using your considerable expertise on the Northern Ireland market, understanding business, and understanding financial information, to work with your customers in providing credit facilities
Demonstrating involvement and initiative in Barclays’ objectives of becoming a force for good. Demonstrating effective use of your time and resource in making a real and lasting difference within your community
Strong portfolio management experience, together with solid Credit and business development skills
Broad experience of the full range of banking products and services, so that you identify and meet client needs
A good knowledge of Risk policies and procedures, including credit conformance, and regulatory & operational risk

Client Relationship Director Resume Examples & Samples

Experience of managing a team to deliver against targets
A passion for client care
Ability to network & develop strong relationships
Negotiating & Influencing skills
Results orientation
Desire and ability to understand the “big picture”
UK Driving license

Assistant Relationship Director Resume Examples & Samples

Assisting in the preparation of comprehensive client reviews in conjunction with the Relationship Directors, taking ownership of the operational-management of client accounts
Carrying out financial analysis, monitoring various credit related data including daily, weekly and monthly reports
Using the data to manage excesses & propose solutions to the Relationship Director's as appropriate

IT Business Relationship Director Resume Examples & Samples

BA / BS degree in business administration, computer science, information systems or related field
Project management (PMP, PRINCE2) and ITIL certifications preferred
Minimum of 10 years of IT and business work experience with a broad range of exposure to various technical environments and business segments
At least 5 years of experience working with senior level IT management, business units and corporate staff executives to develop a technology strategy that is integrated with IT and across all business units
At least 5 years of experience facilitating development and implementation of business initiatives and / or projects based on business objectives
Proven experience with business and technical requirement analyses, elicitation, verification, and documentation
Ability to understand and communicate complex business requirements to technology teams and present complex & advanced business solutions to business stakeholders
Strong project management skills. Experienced in organizing, planning, and executing large-scale IT projects from vision through implementation, involving internal personnel, contractors, and vendors
Proficient in basic computer applications such as Microsoft Office applications, project management and ITSM tools, computer networking (LAN/WAN/VPN/Wireless), Active Directory and Systems Administration
Willingness to travel to various YMCA of Greater New York Branches as necessary
Excellent client orientation, problem-solving and service management skills
Oversee the Business Relationship Management team
Manage the relationship of IT with assigned Branches in addition to the Branches assigned to the IT Business Relationship Managers (BRMs)
Proactively share knowledge of technology risks and opportunities to build competitive advantage and improve efficiency and effectiveness of Branch operations
Ensure incident and problem tickets related to existing IT services are managed as per service level agreements (SLAs) established with vendors
Escalate issues with vendors until service is restored while continuously communicating with appropriate Branch and AO personnel
Work collaboratively with BRMs, IT management, Cabinets and vendors to find innovative IT solutions
Partner with Branch leadership and other key stakeholders to define opportunities, identify and prioritize projects based on predefined criteria
Manage and support the governance process to ensure all IT demands are recognized and undergo approval processes
Lead Branch and technical teams in implementing innovative solutions that meet business objectives or create new business opportunities through the effective use of technology and best practices
Provide oversight to the entire Branch-related projects portfolio
Serve as the focal point for procurement of all IT assets and technology-related services
Serve as the focal point for the upkeep of IT closets at assigned Branches and movement / disposal of IT equipment

Client Relationship Director Resume Examples & Samples

Revenue, financial management, operational efficiencies, value realization and/or creation; Responsible for achieving specific assigned goals/targets
Relationship Management: Supports Client Executive as an advocate for clients, understanding their needs and managing expectations to achieve positive outcomes. Initiates customer satisfaction surveys and resulting improvement plans. Serves as initial intake of issues and/or delivery needs. Facilitates ongoing review with Diversified business
Client Management: Supports Client Executive in developing and managing governance communications, meeting specific client needs and expectations. Leads development and data consolidation for monthly, quarterly and annual account reporting for assigned areas. Leads consolidation review and monitoring of metrics, scorecards and service level agreements within areas of focus. Regularly engages the client to review yearly project work, including the review of initiatives, and projects being deployed at the organization that can be leveraged by the client in the assigned areas of focus
Business Management: Consolidates the client's intake into a single process and monitors the activity of the requests including the estimating, prioritization and deployment of requests of assigned areas. Represents the client in internal meetings to make sure their requests are being developed and deployed. Possesses a solid understanding of all aspects of portfolio management and provides enterprise knowledge of the organization's portfolio, as well as the partner plan portfolio. . Actively consults with project management office to ensure adherence to project financials across domains. Supports Client Executive in development of annual business plan outlining delivery and revenue objectives
Governance Management: Supports Client Executive in developing and managing governance and communications, meeting specific client needs and expectations. May lead contract management process, statements of work, amendments, updates, compliance, service level agreements and performance guarantee reporting. May manage regulatory compliance for the organization and clients all while creating a culture of trust and understanding across business lines. Utilizes business modeling methods to ensure results oriented deliverables
Program Management: Actively participates in the monitoring of key deliverables helping to drive the client team to meet established timelines and budget; track performance of teams to key deliverables program wide
Initiatives & Escalation Management: Ensures initiatives and issues are monitored and addressed
Other Duties as assigned or requested
7-10 years within health plan business sales, account management or sales/business operations role or consulting to health plans
10+ years within health plan business sales, account management or sales/business operations or operational effectiveness role or consulting to health plans
Ability to listen, evaluate, recommend and substantiate opportunities for improvement
Ability to document, prepare presentations and present to "C" level
Financial acumen for financial and operational improvements measurement and creation of supporting business case
Working and operational knowledge of a health plan and the markets (National, Mid-Size, Small Group, Individual, Government, Healthcare Reform)

Client Relationship Director Resume Examples & Samples

Become a trusted advisor and portal to Willis Towers Watson (WTW) for assigned clients and prospects, addressing their unique business needs with focused products and solutions that leverage capabilities from across the company and incorporate industry knowledge
Responsible for new business development, targeting net new buyer hubs and clients
Coordinate and collaborate with specialists, consultants, industry experts, and other critical team members across WTW segments to bring the full capabilities of WTW to the client and ensure a streamlined client experience
Qualify and quantify opportunities to understand full potential of prospective clients
Prioritize clients and prospects to ensure that time and resources are optimally deployed against achievable, high value opportunities
Influential at many levels of the client organization to promote new and recurring business while managing existing revenue and profit streams
Develop and execute client account plans and strategies to ensure profitable revenue growth and create new business opportunities
Act as a role model throughout WTW by embodying our values of client focus, teamwork, integrity, respect & excellence
Embody and deliver the client-value/differential-value proposition on an ongoing basis

Relationship Director Resume Examples & Samples

Demonstrating that you are devoted to your clients success
Taking an active interest in your customers business, identifying their needs and providing solutions to enabling their business to grow
Using your considerable expertise on the Edinburgh market, financial services and local business to work with your customers in providing credit facilities
Demonstrating involvement and initiative in Barclays’ objectives of becoming a force for good
Demonstrating effective use of your time and resource in making a real and lasting difference within your community

Associate Relationship Director Resume Examples & Samples

Proven experience in a Relationship Manager role highly preferred
Qualification under SFO and IIQE to perform relevant regulated activities in Wealth Management product sales
Result-oriented and self–motivated

Relationship Director Resume Examples & Samples

Leverage knowledge, relationships and proven track record in the travel vertical to lead the development of customers in specific region
Establish and maintain mutually beneficial and profitable relationships with existing customers, prospects, partners and key industry stakeholders resulting in strong customer growth rates and with negligible customer attrition
Engage and manage existing customers in Europe, expand and convert opportunities
Hire, build and mentor an customer development team across the region that operates in a structured disciplined manner that is collaborative and incorporated into the global business framework currently being adopted globally
Ensures the right mix of skills, experience, and backgrounds to deliver against customer’s needs and eNett’s evolving business focus
Leads the team to create positive learning experiences and career development opportunities
Foster ‘eNett values & culture’ being an entrepreneurial business that is one of a challenger in the market, securing significant market share and build a profitable business
Globally integrate with the senior management team
Deliver financial results in line with agreed budgets, revenue and profit targets
Establish and maintain mutually beneficial and profitable relationships with clients, partners and key industry stakeholders
Achieve full utilization of Salesforce tool to enable efficient and effective management of the team, and facilitate reporting and communication
Provide constant feedback and market insights
Knowledge of Travel Technology and B2B Payments (Cards, Processing, Services) industry sectors highly desirable
Account Management / Relationship experience with demonstrable record of success in growth/profitability
Functional knowledge of Salesforce.com

Relationship Director Resume Examples & Samples

Demonstrating that you are devoted to your customers’ success. Making your customers' life easier and regularly looking at ways to further achieve their goals
Taking an active interest in your customers’ business, identifying their needs and providing solutions to enable their business to grow
Using your considerable expertise on the demographic of your local market, understanding the business and financial information, to work with your customers in providing credit facilities
Being fully engaged and contributing to the Banks ambitions and ensuring you create the best customer experience for both business and personal customers
Interpreting internal information on your market place and portfolio, enabling you to make the best decision on your contact strategy and support for great customer outcomes
Solid experience of relationship portfolio management, lending money, and knowledge of the credit skills
Experience of being in a service role and the ability to meet customer needs with business products and propositions
Sound knowledge of policies and procedures across the Group relevant to Barclays business market
A good knowledge of Risk policies and procedures relating to credit conformance and regulatory and operational risk

Customer Relationship Director Resume Examples & Samples

O Serves as the liaison and facilitator at all levels of the assigned customer(s), to resolve issues and assure customer satisfaction. Provides the customer with liaison support within and across the division on existing and new business. Stays in close contact with the customer and the end users to ensure expeditious problem resolution to meet customer expectations
Provides proactive and sustained oversight of key customer performance areas (delivery, quality) taking a leadership role in maintaining a high level of operational performance across the division
Provides proactive internal and customer-focused capture strategies to align multiple divisions in the pursuit of new opportunities. Encompasses pricing, competition, SWOT analysis and taking responsibility for the action item over an extended capture phase to position AES for wins
Develops program and market objectives by reviewing customer requirements and conferring with management teams. Evaluates and provides AES stakeholders with performance feedback to ensure goals and results meet schedule, cost, and technical expectations
Provides direction to AES regarding future business and engineering trends by maintaining current aerospace industry and customer knowledge and forecast recommendations where future business and engineering priorities will be focused
Develops and maintains extensive industry contacts (suppliers, customers, competitors) at marketing and operations management levels in target market for the retention and capture of new business
Identifies business development opportunities by studying competitor products, technical problems, market intelligence, and identifying trends. Pursues teaming and partnering alliances with other companies. Maintains a working knowledge of key variables affecting the marketplace and key aerospace customers
Acts as primary consultant to management on significant customer issues. Understands how to get issues resolved at an appropriate working level and highlights inter-divisional items of commercial significance and communicates effectively with Division Leadership and Executive Management
Trains and mentors less experienced business development employees. May provide leadership to others on their team or to ad-hoc teams. Serves as functional expert
Leads the co-ordination and deployment of customer initiatives that are required of Suppliers

Assistant Relationship Director Resume Examples & Samples

Helping us to maintain the highest levels of credit stewardship – including facility and security documentation – and operational risk management
Preparing comprehensive briefing notes ahead of client meeting which give a full view of credit, operational risk and product information
Proactively assessing new lending requests, and managing the ongoing annual renewal process for the existing borrowing portfolio
Researching and analysing financial information for use by the Relationship Directors in preparing complex lending submissions
An existing knowledge of corporate banking processes, products and procedures, and the desire to improve
An interest in, and appreciation of, the wider overall economic and financial outlook
An analytical approach, and a good ability to read financial information
Strong interpersonal skills, including good verbal and written communication

Relationship Director Resume Examples & Samples

Delivering outstanding customer service and maintaining the highest levels of credit stewardship and operational risk management
Generating new business and developing our client base
Designing and delivering strategy to identify sources of new business and developing existing relationships

CB Relationship Director Resume Examples & Samples

Demonstrating involvement and initiative in Barclays objectives of becoming a force for good. Demonstrate effective use of your time and resource in making a real and lasting difference within your community
Solid experience of relationship portfolio management, lending money, and knowledge of the Credit Skills
Sound knowledge of policies and procedures across the Group relevant to Barclays Business market
A good knowledge of Risk policies & procedures relating to credit conformance & regulatory & operational risk
CV Review: If you meet the criteria for the role you’ve applied for, a member of our team will be in touch to conduct a short telephone interview to explore your application in greater detail
Assessment: If your application is successful at this stage, we’ll ask you to complete an online Situational Judgment Test to explore your alignment to the Barclays Values and Competencies. Your recruiter will be able to provide further information about the test

Card Services Relationship Director, Digital Resume Examples & Samples

Within the Digital organization, lead the Card Services Relationship Management team responsible for partnering with the line of business to develop digital strategy, create new capabilities, coordinate execution of key projects and drive key business metrics
Partner with business, digital domain and digital channel leaders to develop compelling customer experiences and capabilities
Develop and execute digital performance reporting to include key metrics, trends, insights, marketplace developments and technology developments
Credit card / payments business experience – significant experience in consumer lending, financial services, Chase business practices and the competitive landscape
Product management – experience in building and maintaining compelling value propositions, roadmap planning, managing performance against business metrics, project management, program management
People management – experience managing people directly, indirectly and cross-functionally
Experience building strong relationships with internal and external clients, facilitating successful achievement of goals

Auto Finance Relationship Director, Digital Resume Examples & Samples

Within the Digital organization, lead the Auto Finance Relationship Management team responsible for partnering with the line of business to develop digital strategy, create new capabilities, coordinate execution of key projects and drive key business metrics
Develop digital strategies that enable the business to become more competitive, achieve specific business goals, growth the customer base, improve the customer experience and/or operate more efficiently. Align these strategies across functions and domains
Partner with business, IT and digital leaders to develop, prioritize and schedule delivery of specific projects that align with the agreed upon strategy and marketing plans
Digital expertise – subject matter expert on mobile and online technology, software development processes, Chase systems and external innovations
Consumer lending and/or auto finance business experience – significant experience in consumer lending, financial services, Chase business practices and the competitive landscape
10+ years of experience in financial services, digital/technology, product development and/or strategy consulting
Proven ability to innovate, lead and execute at multiple levels of management

Insurance Client Relationship Director Resume Examples & Samples

The Insurance CRD will be the primary client lead managing the totality of the Willis Towers Watson relationship for selected strategically important Insurers (Mega Insurers) on a Global basis. Accountabilities include profitable revenue growth; a focus on bringing new solutions to existing clients; coordinating matrix client teams to effective deliver large scale projects; identifying and nurturing new senior level relationships; and ensuring client satisfaction. The role will be Line of Business (LOB) and Geography agnostic, with a clear focus on client deliverables
For non-Mega insurers, the Insurance CRD will focus on client relationship management duties from a Risk Consulting & Software (RCS) LOB only perspective, coordinating RCS client activity, and passing any non-RCS activity across to the respective LOBs / Geographies
Time devoted to each portion of the role will be dependent on the client allocations, but a minimum of 50% will be related to Mega Insurance activity
Become a trusted advisor and portal to WTW for assigned Insurance clients, incorporating insurance industry expertise to identify and address client business needs with solutions that leverage capabilities from across the company
Coordinate and collaborate with specialists, consultants, industry experts, and other critical team members across WTW LOBs and geographies to bring the full capabilities of WTW to the client and ensure a streamlined client experience
Influential at multiple levels of the client organisation, promoting new and recurring business while managing existing revenue and profit streams
Lead the development and execution of client account plans and strategies to ensure profitable revenue growth, and create new business opportunities
Liaise with the Executive Sponsor to drive forward the client relationship at a C-Suite level, and to develop a strategy to jointly navigate the complex relationship with the Mega Insurance client
Develop a broad understanding of WTW capabilities and expertise
Partner with WTW LOBs to negotiate pricing/fees, and ensure client relationships are secure and financially sound
Actively manage client procurement relationship and lead on major contractual negotiations

IT Business Relationship Director Resume Examples & Samples

The business relationship (BRM) director needs to have subject matter expertise in both the business and technology. As such, it is not possible for the BRM position to be an entry-level position. Rather, this position requires the ability to understand the business sufficiently to communicate the importance of projects to the technology teams, as well as to understand the technology sufficiently to communicate the complexity in simple terms for the business
Detailed knowledge of IS Management and Strategies
Broad and deep knowledge in one or more functional process areas
Good communication, logical thinking, decision making and problem solving abilities, and good leadership and management skills
Strong written and verbal communications skills and the ability to effectively express complex technical concepts
Strong knowledge in strategic IS planning
10+years of experience within area

Relationship Director Resume Examples & Samples

25%
Detect the client's needs for new business opportunities, through the knowledge, diagnosis and permanent contact with them
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB), in order to achieve the financial and business objectives
Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

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