Relationship Executive Resume Samples

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C Durgan

Cruz

Durgan

6802 O'Keefe Field

Phoenix

+1 (555) 946 7506

6802 O'Keefe Field

Phoenix

Phone

p +1 (555) 946 7506

Experience Experience

San Francisco, CA

Relationship Executive

San Francisco, CA

Nikolaus Group

San Francisco, CA

Relationship Executive

Create and maintain an annual client interaction management plan by planning on the Client management Program (CMP)
Provide oversight and leadership to Relationship Managers and other direct reports
Track and monitor the financial performance of the portfolio by utilising the scorecard and Customer Management Portal (CMP)
Make use of middle and back-office support networks to ensure effective on-boarding and complete end-to-end service delivery
Manage high risk customers by reviewing their accounts as per the Review Manager and negotiate reduction on facilities as per the review policy guidelines
Proactively market to clients and prospects, represent the Middle Market in local banking and business communities, and develop a network of referral sources
Create a pipeline of new business by working on leads generation initiatives with Retail, existing client base and within the Business growth section of ABB

Dallas, TX

Client Relationship Executive

Dallas, TX

Stamm, Keeling and Towne

Dallas, TX

Client Relationship Executive

Develop strategies to improve communication of key events and consultations with key teams including Governance & Policy, Product Management and Sales
Working closely with each account team to develop differentiated strategies
Assist with providing the clients with a proactive service
Work closely with the Business Development team in UAE to ensure customers are receiving the full benefits of their policy
Establish new relationships and manage existing relationships to drive Customer Loyalty and drive Renewals
Working in partnership with all other department to ensuring timely delivery of all orders and manage customer expectation accordingly
Develop strategy for deeper penetration of existing account or accounts

present

Houston, TX

Relationship Executive Commercial Growth

Houston, TX

Moen, Durgan and Kunze

present

Houston, TX

Relationship Executive Commercial Growth

present

Make use of middle and back-office support networks
Make use of middle- and back-office support networks to ensure effective on-boarding and complete end-to-end service delivery
Develop strong advisory client relationships with key decision makers
Develop supportive relationships with colleagues and create a sense of team spirit
Make use of middle- and back-office support networks
Make effective use of the client planning and solutioning tools
Stay abreast of new industry developments and clients' market position

Education Education

Bachelor’s Degree in Related Field Preferred

Emory University

Bachelor’s Degree in Related Field Preferred

Skills Skills

Ability to mobilize internal networks and resources
Possesses strong creative solution and problem solving skills
Extensive knowledge of commercial banking products and services
Excellent oral and written communication skills
Excellent negotiating and influencing skills; high EQ / IQ
Complete and manage booking forms for the sales team and input course details and costs into course booking system
Manage closed course bookings for Professions courses and liaise with clients and suppliers regarding dates, locations and prices
Produce weekly pipeline sales and forecast reports and liaise with prospective clients and provide relevant information as agreed with RM’s
Provide oversight and leadership to Relationship Managers and other direct reports
Confirming course bookings with clients and organise meetings, take actions and follow up on action points / overdue responses

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15 Relationship Executive resume templates

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Relationship Executive Resume Examples & Samples

An independent self starter, capable of working with minimal supervision who can be equally effective both on the road and at the home office
Written and spoken English fluency
Analytical and Results oriented
Excellent credit analysis and sales skills
Ability to develop international advisory relationships with clients, prospects and bankers
Strong knowledge of and experience with corporate banking products including cash management (especially international cash management),trade finance, working capital and term loans, FX and derivatives
Credit trained with knowledge of traditional credit products as well as credit
Strong knowledge policies and procedures
A team player with the ability to work well across a broad range of internal and external clients
Strong communication, sales and interpersonal skills

Relationship Executive Resume Examples & Samples

Identify, pursue and close sales opportunities for a broad range of financial products and services for Technology companies located in our West Region. Manage complex, multi-product client relationships as the primary corporate banking representative
Proactively market clients and prospects; represent Corporate Client Banking in the local banking and business communities
Provide oversight and leadership to Relationship Managers and other direct reports
Minimum of 8 years experience as an outstanding Client/Relationship Manager selling corporate finance, investment banking and commercial banking products and services
Knowledge and experience in the Technology corporate banking or investment banking sector
Solid credit, analytical, and problem-solving skills
Self-motivated, dependable and intelligent
Excellent reviews and referrals from current manager and peers
Completion of a recognized bank credit training or investment banking training program
Possess (or obtain within three months of hire) NASD Series 7 and 63 securities licenses
MBA or Banking Experience
Regular travel within the West Region and occasional travel elsewhere

Relationship Executive Resume Examples & Samples

Manage complex, multi-product client relationships as the primary Specialty Finance representative in region
Proactively market clients and prospects; represent Specialty Finance companies in the local banking and business communities; and develop a network of referral sources
Knowledge and experience in the Financial Institutions/Specialty Finance corporate banking or investment banking sector
Candidate must be a top individual contributor, with a strong performance track record
Possess (or obtain within three months of hire) FINRA Series 79 and 63 securities licenses

Relationship Executive Senior Resume Examples & Samples

Coordinate the sales and service efforts of multiple internal business partners
Proactively market clients and prospects; represent Financial Institutions in the local banking and business communities; and develop a network of referral sources
Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance opportunities
Minimum of 8 years experience as an outstanding Client/Relationship Manager selling corporate finance or commercial banking products and services
Knowledge and experience in the Financial Institutions corporate banking or investment banking sector
Knowledge of credit, corporate finance, treasury, investment banking, and other banking products; preferably with execution experience
Regular travel within our New York region, and occasional travel elsewhere

Relationship Executive Commercial Resume Examples & Samples

Maintain primary ownership of a portfolio ofPremium Account clients, differentiated by the level of complexity of the client base
Conduct regular client visits in accordance with theMid-Corporate PremiumAccount Value Proposition and initiate changes to Business Banking products
Take ownership of client complaints that originate from the RE's area of responsibility and accountability
B Degree in Commerce or Marketing or Finance or equivalent NQF level 6 qualification or higher
Be Compliant to the FAIS Requirements
5- 8years of sales and financial experience in a commercial or corporate banking environment
5 years experience in analysingand evaluatingcomplex company financials and other economic trends, experience in structuring complex credit solutions and guiding the credit process with the required parties
Three (3) years experience in evaluating and understanding company financials and other economic trends

Relationship Executive Commercial Resume Examples & Samples

Achieve sales targets relevant to the strategic initiatives and drivers of the Commercial Growth Accounts segment
Monitor available L&D courses to develop your own training whilst helping others in the team
Three (3) years of sales and relationship banking experience within a commercial banking environment
Three (3) years experience in and understand of driving business and solution across divisional silos (e.g. segment, credit, product) and product silos’ and access wide set of products

Relationship Executive Commercial Resume Examples & Samples

Track and monitor the financial performance of the portfolio by utilising the Sales
B-degree in commerce/marketing/ finance (NQF level no. 6)
5-8 years of sales and financial experience in a commercial banking environment
At least five (5) years experience and knowledge in the dynamics of the market place and industries (global, regional and local)
At least five (5) years experience in driving business and solution across divisional silos
(e.g. segment, credit, product) and product silos’ and access wide set of products (e.g.FX, Trade Finance)
In-depth understanding of credit solutions - Internal networking / credibility

Relationship Executive Nelspruit Resume Examples & Samples

Operate and position ABB Enterprise Banking in a dynamic and highly competitive market place by interacting with all relevant stakeholders and driving key initiatives to secure customer retention and growth
Participate in the Internal Customer Surveys held between Enterprise and Retail, Credit Lending, Middle Office and Global Banking Products to ensure the internal relationships are improved, built and value is extracted from these relationships
Surveys (RTCS) to ensure that customer service is improved on an ongoing basis
Understand and apply the relevant governance and compliance procedures to activities undertaken and maintain ongoing completion of relevant governance and compliance training; e.g. NCA, FAIS and Competition Commission

Relationship Executive Resume Examples & Samples

Maintain primary ownership of a portfolio of client accounts to ensure that the portfolio is serviced appropriately and ensure long term sustainability of the portfolio
Secure new business and / sales by head hunting new business from current and prospective clients
Actively manage their balance sheet & income statement on a line by line basis ensuring margins are met and income & asset targets are addressed
Develop, manage and retain a portfolio of Corporate Banking clients by building strong and sustainable relationships
Liaise with Product & Sector Specialist regarding appropriate client solution to ensure that clients’ needs are wet by most suited and appropriate stakeholders
Take ultimate ownership of the portfolio's risk management by ensuring a good understanding of both the Bank’s and clients regulatory and compliance environments
Ensure compliance to policies, legislation and regulations
B Degree in Commerce or Marketing or Finance or equivalent NQF level 6 qualification
5-8 Years of Sales and financial experience in a commercial or corporate banking environment
At least five (5) years’ experience in evaluating and understanding complex company financials and other economic trends

Relationship Executive Commercial Resume Examples & Samples

Secure quality new business by keeping abreast of all available tenders
Service and manage product distribution and up-selling across the existing portfolio
Achieve new business and up-selling targets
Conduct client visits in accordance with the Public Sector value propositions
Take ultimate ownership of the portfolios risk management
Manage high risk client accounts with the credit team
Monitor and manage early warning distress signals on the portfolio
Ensure the completion of comprehensive, high quality call reports
5- 8 years of sales and financial experience in a commercial or corporate banking environment
5 years experience in analysing and evaluating complex company financials and other economic trends , experience in structuring complex credit solutions and guiding the credit process with the required parties

Relationship Executive Commercial Growth Resume Examples & Samples

Own the primary relationship with the client by being the clients main contact point for all business banking requirements, to ensure that the portfolio is serviced appropriately
Secure new business and /sales by head hunting new business from current and prospective clients
Drive the growth of the business through cross sales, new clients
Create and maintain an annual Client Management Plan, including input form product/sector specialists and credit analysts, driving a consistent marketing and sales approach, across the portfolios
Liaise with Product & Sector Specialists regarding appropriate client solution to ensure that the client’s needs are met by most suited and appropriate stakeholders
Manage portfolio of clients from a business and risk perspective to ensure the banks risk is minimised
Manage high risk customer accounts with the credit team by reviewing the client’s accounts regularly and assisting with liaison between credit and the client
B Degree in Commerce, Marketing or Finance or equivalent NQF level 6 qualification or higher or NQF level 6 qualification required for FAIS purposes

Relationship Executive Commercial Premium Resume Examples & Samples

Review and negotiate new pricing structures with clients, in line with the Absa pricing policy
Attend regular meetings & ad hoc meetings when required with new and target clients to monitor changing circumstances, client management plans and or opportunities
Sell solutions using a diagnostic approach and by using an in-depth understanding of client needs and/or industry to form a holistic view of the clients business, e.g. credit reviews, submitting tenders (Public Sector)
Create a pipeline of new business by research & or referrals to grow the business and client base
Communicate and implement any actions to improve service following client feedback and/or complaints to all relevant parties within the bank, dependant on feedback received
Maintain client visitation plan to steer healthy and sustainable service
Use client feedback to enhance product/service offering and inform/avail new/enhanced services to the client
Develop, manage and retain a portfolio of Business Banking clients by building strong and sustainable relationships
Operate and position CIB Mid-Corporate in a dynamic and highly competitive market place by interacting with the correct role players & driving key initiatives to secure the client retention and growth
RE 5 Examinations passed
Five (5) years of sales and relationship banking experience within a commercial banking environment
Five (5) years’ experience in driving business solutions across divisional silos (e.g. segment, credit, and product) and product silos
Five (5) years’ experience in evaluating and understanding company financials and other economic trends
At least five (5) years’ experience in structuring a good complex credit solution and guiding the credit process with the required parties
No criminal record

Relationship Executive Enterprise Resume Examples & Samples

Make use of the client planning and solutioning tools for the top 30% of the portfolio
Position Enterprise Banking in a dynamic and highly competitive market place
B Degree in Commerce or Marketing or Finance or equivalent NQF level 6 qualification
Five (5) years sales and relationship banking experience within a Commercial Banking environment
NQF level 5 FAIS qualification with 60 Credits
Three (3) years FAIS experience
Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet

Relationship Executive Resume Examples & Samples

Operate and position ABB in a dynamic and highly competitive market place by interacting with all relevant stakeholders driving key initiatives to secure client retention and growth
Achieve sales targets relevant to the strategic initiatives and drivers of the Agri Accounts portfolio
Take overall accountability for service delivery by setting the rules of engagement for the cross functional team, which includes Transactional Banker, Credit Analyst, Segment Support Client Control Team, Client Service Consultant &Product & Sector teams
Eight (3-5) years sales and financial experience within a commercial banking environment
Three (3) years’ experience and knowledge of the dynamics of the market place and industries (global, regional and local)
Five (3) years’ experience in driving business and solution across divisional and product silos’ and access wide set of products
Five (3) years’ experience in analysing and evaluating complex company financials and other economic trends
Three (3) years in-depth experience and understanding of credit solutions - Internal networking or credibility
Three (3) years experience in structuring a good complex credit solution and guide the credit process with the required parties
FAIS qualification, RE1
Six (6) months FAIS experience

Client Relationship Executive Resume Examples & Samples

Client Focus
What the CRE Does
MBA or JD preferred
Senior professional experience with a minimum of 10 years of experience in business development within a large professional services firm with a focus on the asset management industry
Experience in business development within the legal industry preferred
Set goals and take responsibility for achieving them
Build their own demand by building trusting relationships with partners
Establish credibility with partners through evincing the right mix of confidence, tact and persistence
Develop a plan and execute it -- project management skills essential
Collaborate effectively. Egos should be checked at the door. We hold a “lead-and-influence-from-behind” mentality. At the same time, you’ll need sufficiently strong leadership skills to keep projects moving forward
Secure buy-in, support, and ownership of senior management
Effectively delegate: draw out the best in people; set and communicate goals; measure accomplishments, hold people accountable; give practical, impartial feedback

Cees Client Relationship Executive Resume Examples & Samples

Responding to / investigating client queries
Assisting with the preparation of proposal documents for tender
Assisting with monthly fee preparation
Should be studying towards or hold a relevant professional qualification (i.e.: ICSA, STEP)
Educated to a suitable standard
Completer/finisher - ability to see tasks through to the end
Ability to work to tight deadlines and under pressure

Cees-trustee & Client Relationship Executive Resume Examples & Samples

Assisting with the monitoring the portfolio’s debtor position
Educated to A – level standard or equivalent
Ability to work with minimal supervision

Cees-trustee & Client Senior Relationship Executive Resume Examples & Samples

Assisting with the maintenance of a programme of regular client / intermediary/ participant visits
Holds / willing to study towards a professional qualification
Good bookkeeping skills
Excellent telephone manner

Cees-client Relationship Executive Resume Examples & Samples

Assist with providing clients with a proactive service
Assist with the preparation and monitoring of timetables for key client events e.g. annual contributions / vesting of awards
Updating fee proposals for existing clients /. participants
Ensuring regular liaison with other teams within cees

Senior Principal Client Relationship Executive Resume Examples & Samples

Manages customer relationship and is responsible for an entire customer across geographies and capabilities. Serves as the single point of contact for customer senior executives, with focus on corporate and business unit executives. Serves as an advisor to develop vision, innovation, and industry expertise. Establishes relationships proactively and grows customer intimacy
May direct major proposal activities as assigned
Fifteen or more years of proven sales experience and/or client relationship management
Ability to translate understanding of client business and needs into services which CSC can offer to improve client's business

Healthcare Principal Client Relationship Executive Resume Examples & Samples

Supports overall responsibility for Client Relationship at the company's executive level. Plans, directs and manages sales and market activities to continually reflect customer trends, market fluctuations, and changes in business practices/technology
Leads the strategic direction of the account by establishing and articulating account growth and client satisfaction goals in relation to client expectations. Manages customer relationships. Serves as an advisor to develop vision, innovation, and industry expertise. Establishes relationships proactively and grows customer intimacy. Communicates with cross-functional groups, and builds strategic relationships with client teams
Experience working with concepts, practices, and procedures in areas of responsibility

Healthcare Senior Principal Client Relationship Executive Resume Examples & Samples

Nine or more years of industry or client relationship experience
Experience working with past and present CSC business environment
Ability to understand and identify with client business and its corresponding business conditions

Client Relationship Executive Resume Examples & Samples

Directs the application of technologies, trends, best practices, and service offerings incorporating them into overall business solutions. Leverages partnerships to offer value to the customer. Builds market image of corporation as a premiere services firm
Leads the strategic direction of the account by establishing and articulating account goals in relation to client expectations. Acts as industry consultant and innovator. Communicates with cross-functional groups, and builds strategic relationships with client teams
Focuses on account expansion and revenue generation. Generates leads for various company offerings; involves sales support from the various company groups for penetration of specific deals. Formulates and executes business development strategies. May have account profit and loss accountability
Twenty or more years of industry or client relationship experience

Client Relationship Executive Resume Examples & Samples

Impacts customer business strategy and sells solutions across the company solution portfolio. Establishes and articulates innovations and growth opportunities for customers and the company. Ensures client satisfaction and broadening of offerings with potential new customers
Bachelor's degree in related field preferred
Experience working with management implications of varies forms of financial data

Principal Client Relationship Executive Resume Examples & Samples

Interfaces with appropriate parties to ensure that objectives are met. Recommends methods to improve performance with regards to service level agreements, metrics and measurements, and business trends
Acts as the liaison between operations and account management team. Assists in deploying resources to support business needs
Provides support for larger projects within internal accounts. Facilitates integration of business solutions to ensure that client needs are met
Recommends transition and transformation methods and ensures implementation to enhance business operations
Recommends technical, contractual, administrative and financial policies, procedures and goals are met to ensure adherence to agreed upon requirements
Coordinates with appropriate parties to leverage resources and solutions to reduce costs and meet service level agreements
Interfaces with work teams to ensure budgetary and financial priorities and procedures are handled appropriately
Interfaces directly with clients on a daily basis to ensure customer satisfaction with solutions, develop stronger on-going relationships, build new and broader relationships and identify additional opportunities for company solutions
Prepares, recommends and oversees development of operating and personnel budgets. Monitors spending for adherence to budget plans, develops and recommends variances. Performs and/or oversees budget analysis
Bachelor's degree in accounting, finance, business administration or related field preferred
Twelve or more years of experience in project management
Nine or more years of supervisory or management experience included
Experience working with company business practices, policies, and procedures
Experience working with company products and service offerings
Skilled in financial management
Good interpersonal skills to interact with customers and team members
Ability to be flexible and adapt to changing situations

Relationship Executive Commercial Premium Resume Examples & Samples

Maintain primary ownership of a portfolio of Premium Account clients, differentiated by the level of complexity of the client base
Achieve sales targets relevant to the strategic initiatives and drivers of the Commercial Premium Accounts segment
Conduct regular client visits in accordance with the Commercial Premium Account Value Proposition and initiate changes
Manage high credit risk clients in conjunction with the credit analyst
Develop and maintain contacts with Specialists in other areas of ABB and the Group

Trust & Client Relationship Executive Resume Examples & Samples

Maintain and develop relationships with Ultra High Net Worth and High Net Worth participants
Responding to/investigating client and participant queries
Updating fee proposals for existing clients / participants
Educate to A - Level standard or equivalent

Relationship Executive Commercial Growth Resume Examples & Samples

Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base
Ensure the long term sustainability of the portfolio
Operate and position ABB in a dynamic and highly competitive market place
Develop strong client relationships
Obtain and scan of KAMLS and other on-boarding documentation relevant to the deals that the RE has on boarded

Relationship Executive, Middle Market Resume Examples & Samples

Formal bank credit training program
Possesses strong creative solution and problem solving skills
Ability to mobilize internal networks and resources

Client Relationship Executive, Life Sciences Resume Examples & Samples

Provides significant industry expertise and client business acumen. Sells higher level services to the customer, enabling competitive advantage for them in the marketplace. Provides thought leadership and capitalizes on cumulative industry, product, and company-specific experiences. Captures best practices and advises and facilitates the management and movement of information
Strong communication skills needed to interface with high-level customer representatives
Ability to publicly represent company with internal and external clients

Client Relationship Executive Resume Examples & Samples

Effective Telephone manner
Searching for carers through company database
Contacting carers and clients, allocating the right carer for the right client
Supporting senior members of the team
Answering incoming calls, taking messages and dealing with them appropriately

Relationship Executive Agri-cape Town Resume Examples & Samples

Achieve sales targets relevant to the strategic initiatives and drivers of the Agri Accounts segment
Conduct regular client visits in accordance with the Agri Growth Account Value Proposition and initiate changes
Take ownership of client complaints that originate from the Relationship Executive's area of responsibility and accountability and log on to the Client Compliment and Complaints system

Relationship Executive Robertson Resume Examples & Samples

Conduct regular client visits and initiate changes to ABB Product
Manage the Not Fit for processing listings for the KAMLS
Manage dormant accounts

Relationship Executive Resume Examples & Samples

Create and maintain an annual client interaction management plan
Achieve customer satisfaction targets
Drive acquisition initiatives through pro-active re-engagement processes
Maintain ownership for servicing the client on operational matters

Relationship Executive Commercial Growth Groblersdal Resume Examples & Samples

Apply risk-based pricing for all new sales and pricing reviews in line with the ABB
Take overall accountability for service delivery by setting the rules of engagement for the cross functional team, which includes Transactional Banker, Credit Analyst,
Demonstrate the willingness and ability to perform to the very best levels to ensure personal alignment to ABSA's values and vision

Relationship Executive Enterprise Polokwane Resume Examples & Samples

Achieve new business and up-selling sales targets by pro-actively driving cross functional teams (including but not limited to Sector and Product specialists) to find client-centric solutions which must be formalised in strategic proposals and presented to clients in accordance to the distinct Client Value Proposition (CVP) for Enterprise Accounts
Achieve customer satisfaction targets within the assigned portfolio by improving customer satisfaction standards by providing solutions such as Notify Me, E-Pin, Business Advantage, etc
Use Magic Matrix as a guiding tool to ensure cross selling and up selling happens in the portfolio to grow the book
Maintain customer records and accurate completion of applications and paperwork by capturing customer information on Appointment Manager and Customer Management Portal
Manage high risk customers by reviewing their accounts as per the Review Manager and negotiate reduction on facilities as per the review policy guidelines

Relationship Executive Commercial Premium Resume Examples & Samples

Own the primary relationship with the client by being the client’s main contact point for all corporate and investment banking needs
Establishing, leveraging and maintaining strategic relationships with clients and co-ordinate client relationships and interaction with clients cross Absa Capital and Barclays
Assume primary responsibility for understanding the client’s business at a strategic, tactical and operational level
Make effective use of the client planning and solution tools (sales tools) to ensure in-depth understanding of client needs in order to provide clients with the best possible solutions
Achieve new business and up-selling sales targets by pro-actively driving cross functional terms (including but not limited to Sector and Product specialists) to find client-centric solutions which must be formalised in strategic proposals and presented to clients in accordance with the distinct Client Value Proposition (CVP) for accounts
Operate and position Commercial in a dynamic and highly competitive market place by interacting with all relevant stakeholders driving key initiatives to secure client retention and growth
Achieve sales targets relevant to the strategic initiatives and drivers of the portfolio
Adherence to, and compliance with, the bank’s policies and procedures
Take ultimate ownership of the portfolio’s risk management by ensuring a good understanding of both the Bank’s and the client’s regulatory and compliance environments
Manage the credit approval process

Relationship Executive Commercial Growth Resume Examples & Samples

Make effective use of the client planning and solutioning tools
Prepare holistic, comprehensive, high quality call reports for distribution
Take ultimate ownership of the portfolio's risk management

Advisor Client Relationship Executive Resume Examples & Samples

Holds overall responsibility for Client Relationship at the company's senior/executive management level. Plans, directs, and controls sales and marketing activities to continually reflect customer trends, market fluctuations, and changes in business practices/technology
Leads the strategic direction of the account by establishing and articulating account growth and client satisfaction goals in relation to client expectations
Identifies value for the client by providing leadership and influencing direction and innovation. Manages customer relationship. Serves as the single point of contact for customer. Establishes relationships proactively and grows customer intimacy
Provides industry expertise and client business acumen. Sells higher level services and solutions to the customer, enabling competitive advantage for them in the marketplace. Manages the CSC communication with the client. Identifies best practices and facilitates introduction into CSC lines of service
Focuses on account expansion and revenue generation. Involves sales support for penetration of specific deals. Formulates and executes business development strategies. May direct major proposal activities as assigned
Collaborates with the lines of business to establishes their short- and long-term strategies to deliver services to customers within reasonable schedules and budgets
Master's degree or equivalent combination of education and experience
Ten or more years of industry or client relationship experience
Five or more years of proven sales experience and/or client relationship management
Experience working for tier 1 competitors of CSC
Experience in financial engineering aspects of deal development and pricing models
Strong organization skills to navigate and lead pursuit teams
Excellent communication skills both verbally and in written
Strong demonstrated pipeline development and deal advancement skills
Ability to use own judgment and initiative in problem and conflict resolution

Relationship Executive Commercial Banking Specialized Industries Resume Examples & Samples

Typically a minimum of 12-15+ years of client management, direct lending, credit support, or similar industry related experience specifically targeting Health Care, Not-For-Profit, Higher Education and/or local and state government clients
Formal bank credit training program (or the equivalent corporate banking/corporate finance experience)
Demonstrated expertise in building and maintaining positive client relationships with large and complex organizations
Extensive knowledge of Commercial Banking products and services; with a heavy focus on Treasury Management in the Mid-Atlantic marketplace
Business development and sales management skills are essential; arranging and executing concise business calls
Preference will be given to candidates with demonstrated experience in cross-selling products and a proven ability to - exceed aggressive sales goals
Ability to -cultivate and maintain -positive & productive "internal relations" with product partners, credit executives, senior management, customer service, etc., able to mobilize internal networks and resources
Industry or trade association experience and involvement
Demonstrates excellent verbal and written communication skills
Strong ability to mobilize internal networks and resources
Must have superior treasury and credit skills
Highly effective organization and time management skills. Commitment to timely completion of administrative tasks including the recording of agenda based calls, sponsorship of clients, recording of documentation, etc
Ability to -lead a cross functional team environment with product partners, specifically credit and underwriting partners
Enthusiasm to travel to cover assigned region within multi-state territory
Must possess superior collaboration, teamwork and diplomacy skills
Must serve as mentor to more junior personnel
Bachelors degree or equivalent in Finance, Business Administration, Mathematics, Economics or a related field. MBA Preferred
Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
Certified Treasury Professional “CTP” or other continuing education certification(s) a plus

Principal Client Relationship Executive Resume Examples & Samples

Has a consultative new business approach to the health sector, opening doors due to a real understanding of challenges in the market place
Impacts customer business strategy and sells solutions from across the CSC & vertical solution portfolio. Establishes and articulates innovations and growth opportunities for customers and the company. Ensures client satisfaction and broadening of offerings with potential new customers
Serves as an advisor to develop vision, innovation, and industry expertise. Establishes relationships proactively and grows customer intimacy
Provides significant industry expertise and client business acumen. Sells higher level services to the customer, enabling competitive advantage for them in the marketplace. Provides thought leadership and capitalizes on cumulative industry, product, and company-specific experiences. Captures best practices and directs and facilitates the management and movement of information
Focuses on account expansion and revenue generation. Generates leads for various company offerings; involves sales support from the various company groups for penetration of specific deals. Formulates and executes business development strategies
Fifteen or more years of industry or new business sales experience
Ten or more years of proven sales experience and/or client relationship management
Strong and transferable knowledge of the healthcare sector and the particular challenges in this market place
Experience working with management implications of various forms of financial data
Ability to understand and identify with client business and business conditions

Senior Client Relationship Executive Resume Examples & Samples

Providing quality client service to strategic Institutional clients including pension and sovereign wealth funds
Providing a high level of technical support
Reviewing performance of client's portfolio
Producing and checking legal documentation, reports and client data
Conducting client meetings and conference calls and preparing new business pitches
Coordinating client onboarding
Extensive client service experience within Asset Management
A detailed knowledge/understanding of liability driven investments (LDI) and pension life cycle
Ability to communicate effectively with SMEs and other senior stakeholders
Excellent knowledge of broader investment market

Relationship Executive Resume Examples & Samples

Responsible for proactively managing the overall tactical and strategic projects and relationship of assigned Clients
Responsible for supervising the Application Support Representatives assigned to the Clients
Responsible for overseeing staff performance as relating to Client satisfaction. This includes monitoring the CSR’s ability to
Expertly handle the Client relationship
Efficiently respond to reported issues
Effectively secure issue resolution
Provide accurate responses to issues and questions
Responsible for expeditiously managing client projects through each life-cycle stage. This includes the following major stages
Ensure that the Client provides precise and complete business requirements
Ensure that the functional solution fully supports the defined business requirements, and is the best possible solution, including consideration for processing efficiency
Ensure that the functional solution is technically coded to the approved specification
Ensure that the coded functionality has been fully tested before being released to the Client
Is ultimately responsible for all assigned Clients; thus, the importance of meeting and exceeding client expectations by providing exceptional, relevant solutions and on-time delivery of project work, defect-free delivery of project and support code, proactive responsiveness and resolution to reported problems and concerns, and through customer satisfaction initiatives by self and staff
Responsible for overall Client satisfaction, and specifically, to meet or exceed the annual Client Satisfaction Survey results goal. Analysis of Client satisfaction to occur through Client feedback via mini-surveys every 60 days, annual Client Satisfaction Survey, large project post-implementation surveys, periodic on-site visits, and results of monthly SLA reporting statistics
Regularly promote new custom code development in order to meet or exceed the annual billable development amount defined by senior management. Also monitor revenue generation resulting from support and recurring fees
Frequently provide Clients an explanation (including benefits) of Fiserv services to promote new business opportunities
Provide specialized management reporting, including Month End Summary and Weekly Project Status
A minimum of 7-10 years VisionPLUS application experience with the entire suite of products
A minimum of 7 years experience in Relationship Management managing large revenue generating clients
A minimum of 7 years experience of proven Project Management managing complex projects and conversions
A minimum of 5 years of mid-level management experience to enable the effective use and allocation of funds, equipment, and people within the established budget and policies
Strong problem solving and analytical skills with the ability to effectively analyze and develop a corresponding business plan
Strong collaboration skills with proven ability to effectively interact with all levels of clients, business partners, and Fiserv Card Services staff
Bachelor's Degree in Business Administration or related discipline
Ability to effectively prioritize issues and projects
Ability to work independently, with a strong sense of accountability
20% travel nationwide

Relationship Executive Resume Examples & Samples

Manage complex, multi-product client relationships as the primary Middle Market Banking representative
Coordinate the sales and service efforts of multiple internal business partners, including coordinating with the core middle market bankers to ensure proper coverage of all Agribusiness & Food prospects
Proactively market to clients and prospects, represent the Middle Market in local banking and business communities, and develop a network of referral sources

Client Relationship Executive Resume Examples & Samples

Providing exceptional customer service response over the phone and seamless continuity
Taking responsibility for key accounts as first point of contact
Responsible for resolving day to day queries, including processing of all orders and any correspondence relating to those orders with the key clients
Working in partnership with all other department to ensuring timely delivery of all orders and manage customer expectation accordingly
Proactively track and trace deliveries to assist in full 360 support during the order process
Investigate and resolve customer credit queries
Provide reports and analysis upon request to the customer
Provide quotes and explanations of lead times and inventory queries

Client Relationship Executive Resume Examples & Samples

Nine or more years of industry or client relationship experience within the Aerospace/Defense arena
Experience working with a highly matrixed org
Experience carrying a 25M+ quota

Relationship Executive Commercial Growth Modimolle Resume Examples & Samples

Pricing policy
Take actions to build and maintain sustainable client relationships that continuously create sustainable value for RBB
Attend team meetings and contribute fully, including suggestions for ways of improving customer service and meeting targets
Attend relevant economic environmental business forums to be able to raise client conversations to a strategic level
Subscribe to relevant segment specific initiatives and apply this knowledge to act on opportunities to maximise revenue and profitability

Relationship Executive Resume Examples & Samples

Maintain primary ownership of a portfolio of Agri Account and/or Commercial clients, differentiated by the level of complexity of the client base
Achieve sales targets relevant to the strategic initiatives and drivers of the Agri and/or Commercial Accounts segment
Conduct regular client visits in accordance with the Agri and/or Commercial Growth Account Value Proposition and initiate changes

Executive Director Relationship Executive Resume Examples & Samples

Manage complex, multi-product client relationships as the primary relationship manager
Proactively market clients and prospects; represent CCBSI’s Midwest group in the local banking and business communities and develop a network of referral sources
Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance, treasury services and credit opportunities
Minimum of 9 years’ experience as an outstanding Client/Relationship Manager selling corporate finance or commercial banking products and services
Knowledge and experience in Corporate Banking or Investment Banking is preferred

Executive Director, Relationship Executive Resume Examples & Samples

Coordinate the sales and service efforts of multiple internal business partners, including coordinating with the core middle market bankers to ensure proper coverage of all technology prospects
Proactively market clients and prospects; represent Middle Market Banking in the local banking and business communities; and develop a network of referral sources
Strictly comply with all regulatory and firm-wide rules, policies, and procedures

Client Relationship Executive Resume Examples & Samples

Bachelor’s degree in Business Administration, Marketing or related field
Eight (8) or more years of business development experience in a professional services environment required
Prior experience working in professional services direct sales industry or in development role at financial services firms
Experience within accounting firms, investment banking or private equity firms, financial consulting, business advisory services and/or banking industry preferred
Proficient in the use of Microsoft Office Suite
Client relationship management (CRM) experience required
Microsoft Dynamics preferred
Advanced knowledge in the development, management and execution of sales and marketing processes including business development planning, lead generation, event planning, pipeline management, account planning management, sales/marketing strategy and development
Understands the compensation incentive plan and strives to achieve revenue goals
Understands the Business Development (BD) metrics and strives to achieve them
Strong business acumen with an ability to understand and communicate CohnReznick's business, marketplace and value proposition
Capable of working in a deadline-driven environment and handle multiple projects simultaneously
Capacity to travel to the assigned offices within the region on a periodic basis to meet with business development / marketing personnel, participation in events or sales meetings, and attend regional and national meetings, as necessary
Ability to develop business relationships with C-level executives (CEOs, CFOs), Board of Directors and referral sources (attorneys, bankers, etc.)

Client Relationship Executive Resume Examples & Samples

Coordinating the efforts of Deloitte's cross-disciplinary teams during the sales process
10-15 years’ experience as account relationship and/or business development manager serving Fortune 1000 clients within the Consumer Products space
In-depth understanding of the Consumer Products industry
Located in Seattle or Portland

M HIS Client Relationship Executive Resume Examples & Samples

Build relationships at all levels of current assigned customers and prospects as a strategic advisor. Develop opportunities and sell the suite of 3M HIS products and services to the various departments based on business fit to address the clients strategic and business objectives
Travel to customer and prospect sites for onsite meetings; manage onsite product demonstrations and assessments for the 3M HIS products and services
Assist customers and prospects with all inquiries as well as other tasks outlined in this job description,
Participate in regional team and national team meetings, product training and other requirements as needed to meet personal, professional and team growth
Work closely with other 3M HIS departments as needed to meet company, division and team sales and growth strategies
75% travel required
Bachelor's Degree or higher from an accredited university
Minimum of three (3) years of Technology Solution sales experience across multiple departments in large hospital systems
Ability to travel 75%
Master’s Degree preferably in Healthcare Admin, Finance or Business Administration. Professional sales degree or educational emphasis from an accredited institution
Consultative selling experience in technology or consulting solutions
Healthcare Revenue Cycle Services Sales Experience
Knowledge and demonstrable experience selling and delivering complex high dollar ($1.5M+) technology solutions across multiple departments in large hospital systems
Demonstrated ability to identify and create relationships with “C level” decision makers
Strong track record of consistently meeting and exceeding sales goals
Ability to live within 100 miles of the twin cities
Five (5) years of healthcare software customer experience
Five to ten (5-10) years Healthcare IT Product ,RHIA, RHIT , RN or LPN experience

M HIS Client Relationship Executive Resume Examples & Samples

Achieves sales objectives by providing independent sales coverage of assigned accounts or within assigned territory
Position intended for individuals experienced in software sales and who have demonstrated effective use of selling skills and have consistently achieved or exceeded forecast over a sustained period of time
Selling and delivering complex high dollar ($1.5M+) technology solutions across multiple departments in large hospital systems
Successfully be able to position value / benefits with “C level” decision makers
Initiate and develop successful selling strategies
Plans and manages time and resources for effective coverage of territory, communications, and other responsibilities. Observes all budget guidelines
Fully negotiate contracts and close profitable business within the region that protect all expected 3M HIS business unit margins
Provide consulting and selling knowledge for information solutions, technology services or software business within the healthcare information technology sector
Being able to meet and exceed sales quotas
Self-initiative, innovation, continual learning, and personal development
Exhibits leadership with accounts, prospects and peers
Accepts direction and assumes leadership as appropriate
Maintain and build respected among clients, and co-workers
Energetic, and possess an intense sense of urgency
Quick pace and constantly raises the bar
Position may occasionally be involved with training and mentoring other sales representatives, usually as a co-facilitating role
This position will require domestic travel of 50% of the time
Ability to travel 50%
Two (2) - Five (5) years of successful hi-tech direct sales experience in the healthcare industry with a strong track record of consistently meeting and exceeding sales goals
Proven ability to position value / benefits with “C level” decision makers; ability to initiate and develop successful selling strategies; ability to fully negotiate contracts and close profitable business within the region that protect all expected 3M HIS business unit margins
Previously held direct sales roles with a well-regarded information solutions, technology services or software business within the healthcare information technology sector
Demonstrable sales success in meeting or exceeding quotas
Demonstrate initiative, innovation, continual learning, and personal development
Client-centric in style; respected among their clients who is known and respected throughout the client’s hospital and across the client base
Energetic self-starter who possesses an intense sense of urgency. Action oriented and results driven. A person with a strong “hands on”

Relationship Executive Resume Examples & Samples

Accountable for delivering individual sales and retention, productivity targets while also contributing towards team KPIs for customer retention, margin management and up-selling/cross-selling revenues
Take ownership of retention issues to successful resolution ensuring that all required customer activity and interaction is comprehensively captured, tracked, monitored and used effectively in developing stronger relationships
Provide superior service to accounts and serve as one point of contact for the provision of this support
Solution sell to customers with focus on provision of bespoke
Drive a proactive relationship with clients that specifically targets and has a pre-defined associated income target benefit through adding value to the customer e.g. sale of additional products, services (reporting etc.), analysis of customer business and statistics to assist the customer in improving authorisation levels etc
Manage an effective system to ensure that there is a clear record of execution and impact against each of the initiatives that make up the relationship plan
Ensure that re-bids coincide with planned communication(s) around product releases and other customer enhancing activities
Ensure that Salesforce tool is optimally utilised in line with business requirements
Take ultimate accountability for ensuring that all required customer activity and interaction is comprehensively captured, tracked, monitored and used effectively in developing stronger relationships
Manage merchants revenue stream in line with pricing guidelines, utilising costing tools where appropriate with aim of minimising price erosion while retaining customers

Senior Treasures Relationship Executive Resume Examples & Samples

Provide customer-focused service to call centre customers in placing securities trading orders, processing initial public offerings applications and handling enquiries on credit cards and consumer banking products
Ensure all operational and sales activities are in full compliance with both internal and external regulatory and compliance requirements
Participate in ad hoc tasks and projects as assigned

Client Relationship Executive Resume Examples & Samples

Establishes and maintains excellent working relationships with brokers and plan sponsors for their life, dental, disability and other voluntary or group benefit plans and program by providing end to end business solutions, education and service
Partners and collaborates with territory EBR to ensure a mutual understanding of territory goals and objectives. Consistently communicates with EBR partner on execution plan to meet the territory goals and objectives
Lead installation calls/visits at the completion of implementation so that plan sponsors have a full understanding of how to administer their benefits; Drives a great first impression of Sun Life
Conducts consistent, proactive education/outreach communication with brokers/customers in the form of: in person meetings, scheduled call-outs, email, conference calls, webinars, etc. Creates value in content and delivery to the external market
Trains BAs on SLF administrative processes and industry related updates that impact their benefit administration practices
Conducts regular case reviews with internal departments as well as with the customer, reviewing claims experience and administrative processes in order to minimize areas of error, and maximize understanding by the customer
Responsible for the renewal process for assigned block of business: reviews all experience information and other relevant customer information (rate actions and service history) to prepare comprehensive renewal recommendations and offers insights to cross sell opportunities. Partners with the EBR to establish a renewal action regarding communication to the broker and customer
Utilizes/updates administrative systems/platforms when applicable

Public Sector Client Relationship Executive Resume Examples & Samples

Consistently and systematically initiate sales calls and contacts; pursue prospects to secure meetings; win referrals and explore sales opportunities
Solicit information from clients to effectively qualify and scope opportunities; play an active role in discussing and developing solutions with client teams and clients
Understand client business issues and match them to service capabilities/revenue opportunities
Control the sales process through effective targeting of buyers and influencers; overcome objections and obstacles to win the business; develop and execute a targeted relationship and account development strategy -Utilize sales cycle methodology, account and relationship development methodology. Demonstrated relationship effectiveness, including the ability to
Establish and develop long-term client relationships
Effectively represent client needs to ensure appropriate solutions are brought to the client
Build trust with clients
Successfully navigate a complex internal organization consisting of dozens of distinct capabilities and practices; thrive in an unstructured and evolving team and organizational environment. Demonstrated personal effectiveness, including a proven ability to
Accomplish and exceed goals within challenging, complex organizations
Project executive presence and professionalism sufficient to interact with C-level executives and senior partners
Remain tenacious and undeterred by criticism and setbacks
Meet significant targets and goals with minimal oversight and direction on a daily, weekly, or even monthly basic

Relationship Executive Enterprise Moot Resume Examples & Samples

Maintain overall ownership for servicing the client on operational matters by driving relevant internal support networks such as the Business Support Centre
Conduct client visits and maintain a client visitation plan to improve Customer Service
Communicate and implement any actions to improve service following client feedback and/or complaints to all relevant parties within the bank

Relationship Executive Enterprise Montana Resume Examples & Samples

Analyse the Customer satisfaction Management (CSM) and Real Time Customer
Work pro-actively with colleagues across the Group to support the growth of lead generation by introducing and working with relevant Group Specialists such as Agri Specialist, Commercial Property Finance Consultant, Khula, SME Specialist, etc
Accountability: Manage Risk Assessment
Take ownership for obtaining and scanning of all KAMLS (Know your Customers and Anti Money Laundering) and other on-boarding documentation relevant to the customer (New and Existing customers)

Partner Relationship Executive Resume Examples & Samples

Build, maintain and expand partner relationships
Help partners define SMART goals for their OptumLabs engagement
Ensure delivery of all partner goals, identifying and overcoming any barriers that may exist
Meet and exceed all partner expectations and internal metrics of success
Facilitate collaborations between and amongst partners and contribute to the hosting of events that promote such collaboration
Identify and resolve situations in which partner goals or project goals might be misaligned with other internal or external goals
Interact with the Partnership Operations to ensure successful delivery of deliverables supporting the partners’ research and invention projects
Manage cross-functional interdependencies and teams
Create business cases and support leadership in decision making
Support achievement of revenue and profitability targets
Actively manage an executive dashboard indicating where each partnership stands from a strategic and tactical perspective
5+ years of experience in an Account Management (or Strategic Partnership role) maintaining relationships in a healthcare or academic / research setting
3+ years’ experience establishing effective ongoing client relationships with senior management
3+ years’ experience creating and delivering presentations to a variety of audiences
MBA or relevant advanced degree
2+ years of experience with big data research and innovation

Client Relationship Executive Public Sector Resume Examples & Samples

8-10 years’ experience as a relationship and/or business development manager serving the City of NY client account across multiple agencies
Strong professional services and consulting sales knowledge and experience
Past experience and strong relationships within the City of NY
In-depth understanding of state and local government
Success in playing a leading role within an account team framework (i.e. working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners and other business development professionals)

Relationship Executive Resume Examples & Samples

Experience of supporting a project, or working in a role which requires high levels of organisation
Government/ public sector experience desirable
Good proficiency with MS Office programmes and good all-round computer skills
Experience of working in training and development or recruitment administration
Experience of managing and delivering small projects
An understanding of sales and desire to operate in a sales environment and experience of working CRM system

Client Relationship Executive Resume Examples & Samples

Maintain frequent contact with the clients to ensure client satisfaction and client loyalty
Continuously assess the evolving needs of the client and introduce services or product solutions to meet those needs over time
Create and maintain an annual Business Plan and develop client relationship management strategies for each client
Account for the overall profitability of the clients
Actively participate with the sales leader in the sales process (i.e. contribute to developing proposal for services, attend short list presentations to describe GRS' client relationship process as well as key client services)
Work closely with the plan set-up team, coordinate new plan set-up and installation process for new clients
Be an active member of the pension professional community in the region

Relationship Executive Public Sector Resume Examples & Samples

Track and monitor the financial performance of the portfolio
Create a pipeline of new business by research or referrals to grow the business and client base
Develop strong advisory client relationships with key decision makers
Track actions to improve service levels as per Client Compliment and Complaints policies

Relationship Executive Enterprise Centurion Resume Examples & Samples

Ensure the long term sustainability of the portfolio by establishing relationships with new clients and solution-based up-selling to existing clients
Develop and demonstrate a deep understanding of the regional market trends and business lifecycle challenges
Achieve sales targets relevant to the strategic initiatives and drivers of the Enterprise Business accounts segment
Pro-actively educate the customers of the new operating model and value proposition that ABB offer
Promote alternative delivery channels to clients
Take responsibility for meeting challenging individual and team value targets

Relationship Executive Resume Examples & Samples

Minimum of 10 years of direct lending and credit support related experience
Excellent negotiating and influencing skills; high EQ / IQ
Extensive knowledge of commercial banking products and services
Top individual contributor in current role

Client Relationship Executive Resume Examples & Samples

Maintain frequent contact with the clients/advisor to ensure satisfaction and loyalty
Continuously assess the evolving needs of the client/advisor and introduce services or product solutions to meet those needs over time
Create and maintain an annual Business Plan and develop client relationship management strategies for each relationship
Accountable for the overall profitability of the clients
Participate in pension committee and investment review meetings

Relationship Executive Sales Pay Accept Resume Examples & Samples

Adopt a commercial approach to appropriate cost to serve versus value generation
Achieve the agreed new business turnover, new business and other revenue targets as agreed
Complete new applications and ensure that process is finalised within the agreed service level turnaround times with a continuous follow up on progress of outcomes

Relationship Executive Sales Resume Examples & Samples

(3) years relationship management experience in a financial services industry –Preferred
Strong Commercial Management
Deciding and initiating action
Achieve the agreed Merchant Service Fee targets by negotiating additional charges, pricing and any other applicable fees relevant to the product/solution sold to the merchant
Implement an individual sales plan that is linked to the regional sales plan and overall Payment Acceptance strategy and business plan
Adhere to the laid down sales processes and procedures within the Payment Acceptance frameworks
Negotiate pricing, complete and sign new merchant agreements prior to implementation
Relationship manages the engagement with merchants and relevant internal and external stakeholders in the relevant business units by attending meetings with internal business partners (Management Committee meetings, customer meetings, events, etc.)
Monitor effectiveness of regional sales campaigns to ensure delivery thereof and implement remedial improvements for future campaigns where required
Execute on the regional retention plans in alignment with STP objectives and Customer Experience strategy
Analyse sales data (financials) and customer insights to enhance lead to sales generation and feedback responses to internal business partners to assist in adopting a sales methodology that is not silo focused. Investigate customer and internal business partner requirements and implement a desired Payment Acceptance footprint that will ensure the achievement of revenue streams
Adhere to Customer Experience and service quality standards in line with Group Customer Experience strategy
Implement improvement initiatives that will ensure high quality standards and customer experience
Understand the content of the demo card, fleet card and business card policies and adhere to all requirements stipulated in these policies
Maximise sustainable risk by adjusted portfolio contribution
Complete required compliance and other attestations and ensure that impacted team members complete their attestations and compliance tests

Relationship Executive Commercial Premium Resume Examples & Samples

Establishing, leveraging and maintaining strategic relationships with clients and
Take overall accountability for service delivery by setting the rules of engagement for
Originate and close deals within Commercial
Stay abreast of trends in these sectors and translate these into customer strategies and solutions
Establish and maintain a high profile as an authoritative source of market intelligence in the industry
Maximize cross sell and up sell of relevant Absa group product set, through effective use of Client Franchise Teams
Own strategic pricing across the bank’s full spectrum of product set
Manage live / active transactions (advisory, financing etc.) by working in or
Take ultimate ownership of the portfolio's risk management by ensuring a good
5 – 8 Years of Sales and financial experience in a commercial or corporate banking environment
At least five (5) years experience in evaluating and understanding complex company financials and other economic trends
At least five (5) years experience in structuring a good complex credit solution and guiding the credit process with the required parties
Knowledge of a wide spectrum of financing markets/products and their application to suit client needs
Knowledge of macroeconomic factors
Knowledge of Know Your Customer Procedures
Good Knowledge of Business Banking Products
Legislative knowledge

Relationship Executive Commercial Premium Resume Examples & Samples

Establishing, leveraging and maintaining strategic relationships with clients and coordinate client relationships and interaction with clients across Absa Capital and Barclays
Achieve new business and up-selling sales targets by pro-actively driving cross functional teams (including but not limited to Sector and Product specialists) to find client-centric solutions which must be formalised in strategic proposals and presented to clients in accordance to the distinct Client Value Proposition (CVP) for Accounts
Track and monitor the financial performance of the portfolio by utilising the Sales Funnel
Apply risk-based pricing for all new sales and pricing reviews in line with the RBB pricing policy
Maximise cross sell and up sell of relevant Absa group product set, through effective use of Client Franchise Teams
Manage live / active transactions (advisory, financing etc.) by working in or coordinating deal teams to ensure objectives are met and the product / service solution is of a high quality and is delivered
Apply appropriate solutions according to the risk profile and credit appetite within the Industry

Relationship Executive Commercial Growth Eastlands Resume Examples & Samples

Take overall accountability for service delivery by setting the rules of engagement for the cross functional team, which includes Transactional Banker, Credit Analyst, Segment Support Client Control Team, Client Service Consultant & Product & Sector teams
Co-operate and work well with others in the pursuit of organisational objectives and team goals
Communicate concerns or challenges that derive from team interactions in a constructive and positive manner

Client Relationship Executive Resume Examples & Samples

Build strong client relationships through effective and proactive service along with efficient and accurate handling of reactive requests measured through client retention and client satisfaction results
Manage profitability (fee negotiations, expense management, revenue generation)
Build sponsor understanding of SLF web tools and services to ensure clients are realizing potential benefits
Manage escalated requests effectively and efficiently
Create and deliver business plans for key clients
Contribute to sales growth through effective finalist presentations and promotion of new products/services
Manage client needs and expectations related to ongoing projects
Educate clients on administrative and legislative processes and requirements such as federal and provincial legislative changes and evolving technological enhancements
Work effectively with internal partners with respect to education, investment services, pricing, fees, administration and marketing support

Relationship Executive Commercial Growth Kempton Resume Examples & Samples

Conduct regular client visits in accordance with the Account Value Proposition and initiate changes to RBB Product by providing input into product development to better service our clients
Prepare holistic, comprehensive, high quality call reports for distribution to all relevant stakeholders and Credit Analyst to shorten the lead time of credit applications
Keep abreast of regulatory changes through regular training

Customer Relationship Executive Resume Examples & Samples

You will work closely with National Account Managers and Sales Directors
Gain a strong knowledge of the features, functions, and values of Accuity’s products
Communicate with the Support/Fulfilment team to escalate critical client issues to ensure resolution
You will perform demos of Accuity’s online products to prospective and current customers
You will have the opportunity to communicate to customers via email and phone in a professional manner with a purpose to identify appropriate contacts, qualify and drive leads and establish appointments for Account Managers
You will gain industry knowledge in regards to Accuity’s target markets
Grow your skills in new business research and client relations
In depth analysis and reporting on lead and account activity, status, and dispositioning
0-2 years of relevant work experience in sales or presales business setting
Self-motivated and well organized
Ability to build relationships internally and externally
Strong knowledge of MS Office – Outlook, Powerpoint, Excel

Relationship Executive Sales Payment Acceptance Highveld Secunda Resume Examples & Samples

Identify sales opportunities and offer solutions appropriate for the merchant’s needs, goal and objectives by using the tools which outlines the products merchants currently have and the propensity for new product take-up
This will also entail the communication of the decision outcome to the merchant
Adhere to the laid down sales processes and procedures within the Payment
Acceptance frameworks
Achieve sales (new business and existing growth) that will establish Payment
Acceptance as a centre of excellence for Sales execution across the Commercial markets
Align and implement sales initiatives with the Business Banking units with the aim of implementing a sales methodology that will lead to cross segment revenue and customer growth
Agree relevant sales plans, campaigns and targets with team manager as well as other internal sales units that will achieve the business plan objectives and STP
Check that approved deals have been taken up to increase market penetration in new and existing business. Ascertain reasons for deals not taken up by liaising with the relevant internal business partner (Business Bank, Acquisitions, Enterprise, etc.)
Analyse sales data (financials) and customer insights to enhance lead to sales generation and feedback responses to internal business partners to assist in adopting a sales methodology that is not silo focused
Investigate customer and internal business partner requirements and implement a desired Payment Acceptance footprint that will ensure the achievement of revenue streams
Personally relationship manages the top merchants in the region (as allocated by the direct manager) and ensures that an effective and efficient relationship model is in place to retain merchants within the allocated portfolio
Engage with the RBB business partners with the aim of promoting the value proposition of Payment Acceptance
Use the feedback of the internal and external customer experience measurements to drive change and improvement that will benefit the sales strategy of the region
Accept primary responsibility for merchant satisfaction through excellent service by ensuring that Payment Acceptance is the market leader in terms of turnaround times, pricing and value for money
Ensure that there is appropriate adherence to the laid down fleet car management policy and procedures (fleet statement checking, fleet calculations, provision of copies of log book, fuel expenses, toll expenses and any other applicable costs/expenses)
Work closely with the Risk and Control Assurance team and direct manager to determine appropriate RCA’s and adherence to RCA requirements
NQF level 6 qualification (Finance, Sales, Commerce) - preferred
(3) years relationship management experience in a financial services industry (Preferred)

Relationship Executive Enterprise RBB Islamic Banking Resume Examples & Samples

Create and maintain an annual client interaction management plan by planning on the Client management Program (CMP)
Apply risk-based pricing for all new sales and pricing reviews in line with standard pricing and fee structures/guidelines and applications. Negotiated pricing by exception, based on existing concession model
Analyse the Customer satisfaction Management (CSM) and Real Time Customer Surveys (RTCS) to ensure that customer service is improved on an ongoing basis
Stay abreast of new industry developments and clients' market position

M HIS Client Relationship Executive Resume Examples & Samples

This position will require domestic travel of 75% of the time
Minimum of three or more (3+) combined years healthcare software customer service and/or sales experience
Ability to travel 75% of the time
Minimum of three or more (3+) years of HIM, Quality Analytics or Healthcare Revenue Cycle experience
Health Information Management process experience
Healthcare software sales or customer relationship experience
Proven ability to manage multiple tasks and meet deadlines
Proven ability to maintain superior customer and employee relations in a fast-paced environment
Successful hi-tech direct sales experience in the healthcare industry with a strong track record of consistently meeting and exceeding sales goals
Direct sales experience in the healthcare industry with a strong track record of consistently meeting and exceeding sales goals
Energetic self-starter who possesses an intense sense of urgency
Action oriented and results driven
Client-centric in style
A person with a strong “hands on” and disciplined work ethic

Reference Relationship Executive Resume Examples & Samples

Proactive reference generation: In conjunction with client management partners, the RRE identifies clients for consideration into the program. RRE presents SHARE program to Optum clients at client location
Maintain current information on SHARE clients, including reference status, ROI / success metrics, personnel/staffing, reference activity frequency and duration, client reference preferences, etc
Establish and maintain ongoing relationships with reference clients; capture, document, and maintain knowledge about how clients are successfully implementing and using Optum solutions and services; qualify, track, and monitor reference usage and associated rewards and benefits
Organize and manage client reference activities
Fulfill requests for reference activities to include phone calls and virtual site visits (WebEx)
Supply content for communication and reference systems and various internal and external reports
Responsible for gaining in-depth knowledge of SHARE partners and their associated solutions / services, in order to effectively promote technical and business aspects of each client's use of Optum solutions both internally and externally
Cultivate relationships with Optum client management, sales executives, business unit leaders, and executive / senior level contacts
Collaborate with Marketing to recruit and coordinate client interviews for the production of various promotional assets / collateral, including: customer success stories (web / print), video - based customer interviews, Optum.com articles, e - newsletters, advertisements, conference and / or event speakerships, etc
Assist in client approvals and client travel when necessary
Assist Communications with client content and approvals for industry analysts and trade publication needs
Serve as a liaison for our SHARE clients and our internal partners at Optum
Responsible for continuous improvement to reference management program and associated systems
Up to 40% travel: client presentations & meetings, conferences / events, quarterly team meetings
Healthcare industry experience
Employer market and / or pharmacy care services and pharmacy benefits experience
Seven plus years of experience in marketing, client or account management, sales or related function within the technology (Health care solutions) industry
Strong project management or related experience
Ability to work in a collaborative environment essential
Proficiency in Microsoft Word, Excel, Outlook and PowerPoint
Knowledge of Optum solutions in OptumHealth or OptumRX
Proficiency in Saleforce.com CRM system
Presentation experience to c-suite level
Experience interfacing with sales, prospects and clients

Reference Relationship Executive Resume Examples & Samples

In conjunction with client management partners, the RRE identifies clients for consideration into the program
RRE presents SHARE program to Optum clients at client location
Maintain current information on SHARE clients, including reference status, ROI / success metrics, personnel / staffing, reference activity frequency and duration, client reference preferences, etc
Responsible for gaining in-depth knowledge of SHARE partners and their associated solutions / services, in order to effectively promote technical and business aspects of each client’s use of Optum solutions both internally and externally
Collaborate with Marketing to recruit and coordinate client interviews for the production of various promotional assets / collateral, including: customer success stories (web / print), video-based customer interviews, Optum.com articles, e-newsletters, advertisements, conference and / or event speakerships, etc
Up to 40% travel: client presentations & meetings, conferences/events, quarterly team meetings
Payer market and solution experience a must
Seven plus years of experience in marketing, client or account management or sales within the technology industry
Knowledge of Optum solutions

Relationship Executive Sales Hoedspruit Resume Examples & Samples

NQF level 6 qualification (Finance, Sales, Commerce) – preferred
Risk Management
Retention
Learning and researching
Participate in the design and execution of the regional sales plan to ensure that targets are delivered on
Achieve sales (new business and existing growth) that will establish Payment Acceptance as a centre of excellence for Sales execution across the Commercial markets
Work closely with internal and external business partners to ensure that our sales execution delivers on best in class products, services and support
Monitor individual sales performance on a daily/weekly/monthly/quarterly and annual basis and provide feedback to direct manager on how to improve performance
Create and execute opportunities and prospects for new business by working through potential customer lists and find new innovative ways of selling other than the normal channels
Reposition the Payment Acceptance regional stakeholder management in order to improve key relationships and change the acquisition methodology with internal business partners
Update the direct manager as well as regional business partners on the sales performance and provide input where required
Execute on the business unit’s Customer Experience strategy and ensure that customer experience is a valuable differentiator within the value chain
Work closely with the direct manager to drive a focused customer experience agenda that will help the region achieve its’ sales and after sales support objectives
Constantly keep abreast of the latest developments and trends with regard to customer expectations and service
Ensure that all allocated complaints have been resolved within the allocated time frames as per the Treating Customers Fairly (TCF) principles
Attach copies of the log book and corresponding call out sheets and call reports and document discrepancies in order to facilitate claims and track work in progress
Understand the content of the vehicle policy and adhere to all requirements stipulated in this policy in order to be able to submit correct travel claims

Relationship Executive Commercial Growth Ermelo Resume Examples & Samples

Achieve sales targets relevant to the strategic initiatives and drivers of the Accounts portfolio
Responsible for the obtaining and scanning of all KAMLS and other on-boarding documentation relevant to the deals that the RE has on boarded
Take responsibility for personal learning to help develop pro-active career and life attitudes

Senior Client Relationship Executive Resume Examples & Samples

Minimum of 8 years experience in client management and coordination
Minimum of 5 years in general office administration, ability to effectively multi-task
Ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills
Ability to maintain a balance multiple priorities and requests from different parties
Be able to work under pressure at times to handle a wide variety of activities
Fluent in English both speaking and writing

Client Relationship Executive Resume Examples & Samples

Knowledge of the finance sector
Proven experience in a client facing and customer service environment Previous experience in conducting training through a variety of methods
Good levels of IT literacy

Relationship Executive Resume Examples & Samples

Proven account management experience ideally gained in a face to face client focussed role
Previous experience of retention programmes/ initiatives is preferable but not essential
Experience of developing and maintaining effective and revenue generating business relationships
Ideally job holder will have a business related qualification or equivalent work experience

Client Relationship Executive Resume Examples & Samples

Support Plan Advisors – develop strong working relationship with key advisors in the specified region. Look to understand their business model and how best we can support them to generate new business leads
For clients where direct access is available - establish a solid understanding of each client's organizational structure, key decision-makers and corporate culture
Build strong client relationships through effective and proactive service along with efficient and accurate handling of reactive requests measured through client retention and client feedback
Create and deliver business plans for key clients and advisors
Manage client and advisor needs and expectations related to ongoing projects

Service Relationship Executive Resume Examples & Samples

Previous experience working within a customer focused role or client relationship management position
Experience of leading and facilitating the right decisions for the business
Strong commercial awareness and understanding of customer needs, and evidence of this in current or previous experience
Experience of delivering solutions in order to overcome issues and challenges
Ability to build strong working relationships & rapport
Strong communicator at all levels
Strong influencing and relationship building skills
Commitment to service excellence and customer experience
Flexibility in a rapidly changing and developing environment
Ability to clearly and concisely present information, both verbally and written

Relationship Executive Enterprise Malelane Resume Examples & Samples

Make use of middle and back-office support networks to ensure effective on-boarding and complete end-to-end service delivery
Take ownership of client complaints that originate from the RE's area of responsibility and accountability and log on to the Client Compliment and Complaints system as per the prescribed policy and procedure guidelines. This will allow business to track actions to improve on service levels
Surveys (RTCS) to ensure that customer service is improved on an on-going basis
Take ultimate ownership of the portfolio's risk management by ensuring a good understanding of both the Bank's and the clients regulatory and compliance environments
Ensure that all outstanding collateral conditions and conditions of credit grant are met

Client Relationship Executive Resume Examples & Samples

Organizing our trade shows including selecting and reserving booth space, ordering power, furniture, carpet and additional booth essentials
Preparing, ordering and organizing booth sales collateral and promotional items
Transportation of booth to tradeshow, setting up and tearing down of booth
Working the booth and meeting potential customers
Follow up emails and phone calls from tradeshow leads to set up a meeting with one of our sales executives
7 years of experience in the field or in a related area
Performs a variety of complex tasks
Familiar with a variety of the field's concepts, practices, and procedures

State Client Relationship Executive Resume Examples & Samples

Member of quota carrying team for Optum Government front office
Overall Optum relationship lead in the designated state
Responsible for representing all Optum state direct solutions (Health Insurance Exchange, Integrated Eligibility, Data Warehouse, Program Integrity, Medicaid Management Information System, Call Center, and Consulting)
Responsible for understanding key State Health and Human Services initiatives
Responsible for development and upkeep client plan
Facilitates introductions and helps build relationships with other Optum representatives and the State
Prioritize sales efforts based on opportunity as it related to 2015 and beyond plan
Responsible for pipeline and sales forecasting
Build and maintain predictable pipeline of Optum opportunities in designated territory
Responsible for $25M in annual revenue
15+ years in leading business development for major health and human services vendor(s) for Direct to State Opportunities
Demonstrated ability and successful track record to closing business and developing channels
Proven and successful background in driving new opportunities between $10M-$500M to State government clients
Master's in public health administration or business administration
State Health and Human Services employment experience

Client Relationship Executive Resume Examples & Samples

Serve as the main point of contact for Aetna’s Individual PolicyHolders
Engage customers and seek feedback from customers at regularintervals
Ensure a high level of customer service is constantly maintainedand customer queries / complaints are proactively managed, recorded, andresolved promptly
Work closely with the Business Development team in UAE to ensure customers are receiving the full benefits of their policy
Increase customer engagement and ensure high levels of customer satisfaction resulting improved customer retention and loyalty
Establish new relationships and manage existing relationships to drive Customer Loyalty and drive Renewals
Meeting all ethical and compliance obligations, ensuring that customer information is treated with the utmost care and discretion
4+ Years of Relationship management & Loyalty experience in Private banking / Retail / Hospitality
A proven track record in working with High Net Worth Individuals delivering exceptional customer service
Impeccable verbal and written communication skills in English (Arabic / French Desirable)

Relationship Executive Commercial Premium Resume Examples & Samples

Operate and position Business Banking in a dynamic and highly competitive market place
Conduct regular client visits in accordance with the Commercial Growth Account Value Proposition and initiate changes
Develop and maintain contacts with Specialists in other areas of Business Banking and the Group

Relationship Executive Enterprise Modimolle Resume Examples & Samples

Create a pipeline of new business by working on leads generation initiatives with Retail, existing client base and within the Business growth section of ABB
Make effective use of the client planning and solutioning tools (Sales tools) for the top 30% of the portfolio to ensure in-depth understanding of client needs, in order to provide clients with the best possible solutions
Focus on customer graduation to more customer focused and appropriate value proposition, upgrading the customer to the ABB Business/Commercial cost to serve value proposition
Apply appropriate solutions according to the risk profile and credit appetite within the industry

Relationship Executive Enterprise RBB Alberton Resume Examples & Samples

Ensure dedicated relationships are maintained and grown by being the single point of entry via appointment based customer interaction as well as On-Site visitation
Own the primary relationship with the client by being the only point of entry to the client and ensure the portfolio is serviced appropriately
Pro-actively manage customer credit reviews with assistance of Review Manager in order to mitigate possible credit risk and/ customer dissatisfaction due to credit limits not being renewed

Relationship Executive Resume Examples & Samples

Customer retention, margin management and up-selling/cross-selling new product
Provide superior service and serve as a single point of contact for customer commercial discussions
Previous telesales/customer service experience an advantage

Relationship Executive Commercial Growth Tzaneen Resume Examples & Samples

Operate and position RBB in a dynamic and highly competitive market place by interacting with all relevant stakeholders driving key initiatives to secure client retention and growth
Segment Support Client Control Team, Client Service Consultant & Product & Sector teams
Manage high credit risk clients in conjunction with the credit team by conducting regular client reviews
Share information and make others aware of information that may be useful to them
Develop and maintain contacts with Specialists in other areas of RBB and the Group

Relationship Executive Resume Examples & Samples

Supporting the overall account management for the sales team
Providing account management and all credit support for the end to end sales cycle including analysis, review and processing related to all novated and specialised sales
Regular liaison with the appropriate and relevant stakeholders to make informed and timely decisions
Liaising with relevant stakeholders to support transactions
Supporting customer visits

M HIS Client Relationship Executive Resume Examples & Samples

Define and execute proactive strategies for National Accounts related to: products, services, and penetration goals
Foster multi-dimensional and multi-functional, strategic relationships with key influencers and decision-makers
Grow 3M footprint within assigned accounts
Report on status and ensure that 3M resources are aligned to meet customer needs
Build strategic plan for National Accounts including: list of targeted initiatives to which both our clients and 3M agree
Minimum of three (3) years of Strategic Sales experience
Minimum of three (3) combined years of selling to National and/or Regional Health System accounts
Minimum of three (3) combined years of experience working within Healthcare IT and/or Healthcare Payer industry
Ability to travel 50% domestically
Master’s degree in business or marketing from an accredited university
Broad based business acumen with an understanding of Health Information Management & Medical Coding
Ability to move fast, be bold, and thrive in a dynamic, quickly-changing environment
Strong strategic thinker, but ready, willing, and able to get hands-on in the details
Exceptional interpersonal and communication skills
Proven experience with both industry knowledge as well as hospital operational knowledge
Strong business acumen and analysis skills required to evaluate the impact of 3M solutions on clients' business

100

Agri Relationship Executive Commercial Growth Resume Examples & Samples

Maintain primary ownership of a portfolio of Agri Account clients, differentiated by the level of complexity of the client base
Achieve new business and up-selling sales targets by pro-actively driving cross functional teams (including but not limited to Sector and Product specialists) to find client-centric solutions which must be formalised in strategic proposals and presented to clients in accordance to the distinct Client Value Proposition (CVP) for Agri Accounts
Track and monitor the financial performance of the portfolio by utilising the Sales Funnel and VAPM tools
Apply risk-based pricing for all new sales and pricing reviews in line with the ABB pricing policy
Actively develop strong advisory client relationships with key decision makers, utilising the networking skills of senior ABB Executive where the opportunity arises
Conduct regular client visits in accordance with the Agri Account Value Proposition and initiate changes to ABB Product by providing input into product development to better service our clients
Make use of middle- and back-office support networks to ensure effective on-boarding and complete end-to-end service delivery
Take overall accountability for service delivery by setting the rules of engagement for the cross functional team, which includes Transactional Banker, Credit Analyst,Segment Support Client Control Team, Client Service Consultant &Product & Sector teams
Take actions to build and maintain sustainable client relationships that continuously create sustainable value for ABB
Adhere to the bank's policies and procedures and ensure compliance

101

M HIS Client Relationship Executive Resume Examples & Samples

Minimum of three (3) combined years of experience in complex healthcare software sales
HIM management or process experience
Healthcare sales or customer relationship experience
HIM, Quality Analytics or Healthcare Revenue Cycle experience

102

Client Relationship Executive Resume Examples & Samples

Assist with providing the clients with a proactive service
Receiving correspondence and ensuring action is taken Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place
Documenting trustee decision making
Assisting with the maintenance of a programme of regular client and intermediary visits
Ensuring regular liaison with other teams within Corporate Employee and Executive Services
Assisting with monthly and quarterly fee preparation
Assisting with monitoring the portfolio’s debtor position

103

Client Relationship Executive Resume Examples & Samples

Receiving correspondence and ensuring action is taken
Ensuring the maintenance of a programme of regular client and intermediary visits
Assisting with monthly and quarterly fee preparation and with monitoring the portfolio’s debtor position

104

Relationship Executive Sales Pay Acceptance Bloemfontein Resume Examples & Samples

Sales performance and sales administration
Customer Relations Management
(3) years proven track record in achievement of sales targets
(3) years relationship management experience in a financial services industry -

105

Relationship Executive Hartswater Resume Examples & Samples

Ensure dedicated relationships are maintained and grown
Ensure the long term sustainability of the portfolio by establishing relationships
Communicate and implement actions to improve service following client feedback

106

Relationship Executive Sales Cape Town, WC Resume Examples & Samples

(3) years’ experience within a client facing role (commercial/or financial industry)
Adapting and responding to change
Creating and innovating
Complete new applications and ensure that process is finalised within the agreed service level turnaround times with a continuous follow up on progress of outcomes. This will also entail the communication of the decision outcome to the merchant
Action all sales leads received from potential merchants as well as all internal business partners within the agreed service level agreements and turnaround times
Execute on the regional sales plans by ensuring an increase in the percentage of customers taking merchant acquiring solutions by conversion of qualified leads into sales by selling offers, which benefit the merchant as well as the organisation
Negotiate pricing and allocate rates within the allocated mandate and refer to the next mandate holder where outside of mandate with the appropriate business motivation
Review national competitor information, market trends on a regular basis and propose solutions to direct manager to ensure that Payment Acceptance offers a competitive product or make a recommendation to introduce a better product or offer
Understand the relevant product features and benefits to ensure that accurate information and solutions are shared with merchants and internal business partners
Reporting on individual sales performance
Establish stakeholder needs and expectations in order to develop effective stakeholder engagement plans
Internal and external customer meeting attendance where required
Ensure smooth and effective migration and on-boarding of new merchant relationships
Review risk and controls that exist in the region and own the adherence to control assurance
Embed legislation affecting Sales and Sales procedures
Complete attestations to testify to the adequacy of controls in the region on request

107

Business Relationship Executive Resume Examples & Samples

GCSE Level (or equivalent) Mathematics and English at grade C or above
A level qualifications or equivalent
Self motivated quick learner with strong will to succeed
Proven experience within a relationship centred role ideally in the banking sector
Demonstrable communication skills with both internal stakeholders and external customers
Proactive attitude with proven ability to problem solve
Enjoy working with customers and genuine desire to exceed expectations
Good organisation, time management and attention to detail
Ability to prioritise and adapt in a busy environment
Intermediate Microsoft Office skills
Agencies who contact the hiring manager directly regarding this role will be removed from the PSL or banned from it moving forward*

108

Client Relationship Executive Retail Resume Examples & Samples

Delivering differentiated client experiences
10-15 years’ experience as account relationship and/or business development manager serving Fortune 1000 clients within the Retail space
In-depth understanding of the Retail industry
Ability to influence and lead cross-functional teams in client pursuits
Located in Dallas

109

Client Relationship Executive, Public Sector Resume Examples & Samples

Coordinating the efforts of Deloitte's cross-disciplinary teams
Past experience and strong relationships within State of Georgia and/or State of Louisiana government agencies and departments
Understand how to develop an integrated marketing plan that targets state government clients and their service needs
In-depth understanding of state government
Experience in relationship building that increases account penetration and leads to increased revenue opportunities with new and existing clients
Demonstrable ability to leverage pre-existing network of clients or contacts in the marketplace
Live in the Atlanta, GA area

110

Senior Manager, Client Relationship Executive Resume Examples & Samples

Driving targeting efforts across the breadth of a client's business units and functions
Developing strategic and tactical plans to generate revenue
Identifying and influencing key decision-makers at all levels within the client organization
Assisting the account team with qualifying, pursuing and closing opportunities
Working closely with Deloitte's Lead Client Service Partner (LCSP) to ensure that the client business and financial plan is developed, monitored and that pursuit processes are consistently executed across the account
Residing or willing to relocate to Olympia, WA (or to neighboring city in Washington State)
8-10 years’ experience as a relationship and/or business development manager serving state government clients
Strong professional services sales management knowledge and experience, particularly government technology sales in areas like HHS, Integrated Eligibility, Digital technology, and ERP
Past experience and strong relationships within (Washington State, Seattle, and King County) government agencies and departments
In-depth understanding of state government, including managing government affairs and lobbying relationships
Success in playing a leading role within an account team framework (i.e. working effectively with Lead Client Service Partners, Service Line/Industry leaders, Function leaders and practitioners and other business development professionals)
Poise, executive presence and high articulacy. A strong background in crafting and delivering government proposals is also a requirement

111

Client Relationship Executive Resume Examples & Samples

Knowledge of the client – providing the team with insights into the client’s business issues, corporate culture, organization, and competitive landscape, as well as our engagement history
Sales generation – supporting sales by combining your deep understanding of the client and executive relationships with a broad knowledge of Deloitte’s offerings and solutions
Enhancing customer satisfaction – maintaining relationships with executives who provide feedback on our engagements and can help us navigate through issues that arise
Expertise in the Financial Services industry with a demonstrated knowledge of global trends, key metrics, emerging developments as well as the ability to assess the impact of future industry events
10+ years of experience advising and selling high value programs to business executives in the Financial Service Industry
A solid understanding of the Financial Services Industry’s competitive landscape and relevant trends
Located in or near the New York City area
A Bachelor’s degree

112

National Relationship Executive Resume Examples & Samples

Generate new business relationships and revenue for new and existing clients. Responsible to bring on new client targets every year, with number dependent on Health Solutions strategy and annual goals
Develop healthcare industry driven, solution-based business strategy and value propositions based on industry and organizational situational awareness, data, and system dynamic models
Understand, capture, and communicate the tactical and strategic healthcare entity enterprise and industry goals, functions, IT and data models, and business/IT processes; and subsequently design solutions from DST Health Solutions capabilities to address these business and industry needs
Develop and implement strategic relationship and business development plans to achieve DST corporate goals for solutions and services
Assist DST cross functional teams to achieve DST corporate goals, including annual financial goal target
Assist marketing group in monitoring competitor products, sales and marketing activities
Establish and maintain relationships with industry influencers and key strategic partners
Represent the company at trade association meetings to promote brand, solutions, and services as deemed necessary
Assist with responses to requests for proposals, direct prospective client tours, prepare pricing, and create consultative business presentations
Cultivate and maintain effective business relationships with executive decision makers in strategic accounts
Apply research insights and to provide compelling value propositions and solutions designing based on industry and client needs aligned with our business goals and strengths
A broad, enterprise-wide view of the business and varying degrees of appreciation for strategy, processes and capabilities, enabling technologies, and governance
The ability to recognize strategic, financial, operational issues within healthcare organizations
The ability to assimilate and correlate disconnected documentation and information, and articulate their collective relevance to the organization and to high-priority business issues
Experience using model-based representations that can be adjusted as required to collect, aggregate or disaggregate complex and conflicting information about the business
The ability to visualize and create high-level models that can be used in analyses, presentations, and influencing business decision makers
Extensive experience planning and deploying both business and IT initiatives
Experience modeling business processes using a variety of tools and techniques
Exceptional communication skills and the ability to communicate appropriately at all levels of the organization; this includes written and verbal communications as well as visualizations
The ability to act as a liaison, conveying information needs of the business to IT and data constraints to the business; applies equal conveyance regarding business strategy and IT strategy, business processes and work flow automation, business initiatives and IT initiatives, and benefit realization and service delivery
Team player able to work effectively at all levels of an organization with the ability to influence others to move toward consensus
Strong situational analysis and decision making abilities

113

Senior Business Relationship Executive Resume Examples & Samples

Be responsible of a target of $550K annually for the sampling business
To service current client accounts and get them to renew sampling contracts
To grow the clientele base for the sampling business and SmartParents’ platforms
Assist in managing client relationships and be on top of all contractual fulfilments
To maintain good relationship with distribution channel/partners to ensure smooth operational work flow
To work with the team on projects under Smart Parents

114

Client Relationship Executive Resume Examples & Samples

Interfaces and consults with the CoSA Senior Management. Develops executive level business relationships leading to outstanding results and providing value added services and strategic insight to their goals and objectives for documentation
Directs the completion of projects and initiatives and ensures delivery of expected results. Influences and directs activities across functional teams that deliver positive contributions towards meeting CoSA strategic and operational business objectives and financial goals
Attracts, motivates, develops and retains highly skilled workforce. Provides coaching, development, and training for employees by communicating the vision and aligning their strategies and activities to achieve the mission
Collects and consolidates documentation demand and identifies opportunities by business portfolio, vertically within the CoSA and/or horizontally across the enterprise. Performs capacity, demand planning, and prioritization with the business and other key stakeholders
Proactively seeks VOC and acts on opportunities for process improvement, provides customer intelligence to EDM to anticipate changing business needs and identify opportunities for change

115

Senior Manager Client Relationship Executive Retail & Consumer Products Resume Examples & Samples

Working closely with each account team to develop differentiated strategies
Managing and facilitating the buying process and leading the procurement relationship
10-15 years’ experience as account relationship and/or business development manager serving Fortune 1000 clients within the C&IP space
In-depth understanding of the C&IP industry
Poise, executive presence, outstanding communications skills
Located in Boston

116

Experience Relationship Executive Director Digital Impact Center Halla Resume Examples & Samples

Sales of digital interactive services and large digitals projects, such as content management, digital commerce, website design, social media and digital mobile solutions
Leading teams and meetings at client sites, as well as, directing the preparation and facilitating the presentation of client proposals, engagement deliverables, and engagement status reports
Proven prior success in individual contributor sales role for a professional services organization
Developing and executing the sales process to close business deals through the executive contacts with maintained networks of prospective clients
Identifying and pursuing leads, managing all aspects of the sales cycle, and presenting proposals to win new clients and business
Building business relationships that lead to the close of profitable deals and long term partnerships

117

Client Relationship Executive Minneapolis Resume Examples & Samples

Meets assigned targets for growth (including cross-sell) and persistency. Establish and take ownership of a business plan to focus on block management, growth and development
Proactively assesses, clarifies, and validates customer needs on an ongoing basis. Uses customer needs to propose innovative solutions to address unique needs
Develops and maintains excellent working relationships with internal service departments to oversee resolution of issues, identification of root cause and participation in creation of solutions
Participates in Finalist presentations, representing the Sun Life account management and service value story in a consistent and confident manner
Partner with Implementation Consultant to ensure a seamless implementation in which all questions and concerns can be addressed proactively on the front end
Partners with the Enrollment team to strategize on enrollment and re-enrollment needs and opportunities for customers. Builds communication plans to incorporate the broker in the enrollment process
Travel Required: 50% to 60% of time depending on the territory
Strong negotiation and influencing skills
Proven consultation and client management relationship skills
Demonstrates resilience by reacting positively to changes and maintains poise, focus and flexibility when encountering difficulties or obstacles
Superior Collaboration Skills
Strong analytical, mathematical and problem solving skills

118

Client Relationship Executive Pittsburgh Resume Examples & Samples

Collaborates with SLF personnel, including sales, support, service, and management resources, in order to meet customer’s expectations. Proactively provide value-added solutions while meeting growth and persistency objectives and managing customer’s expectations
Acts as the liaison for agency partners and internal team; display active listening skills and bridge relationships between Policyholders and Home Office partners to lead the team to find creative solutions in selling, problem solving and team building
Uses Salesforce to manage business, and ensure all relevant customer and broker activities are documented. Creates and maintains data within Salesforce to effectively manage new business as well as inforce customers
Adhere to all corporate policies including those related to travel and entertainment expenses
Strong presentation, interpersonal and communication skills
Customer focused; able to develop and drive a client relationship management strategy independently; demonstrates drive for results
Adept at project management and multi-tasking
Results oriented/goal driven
Solid understanding of product pricing, profitability and risk/underwriting rules/guidelines; renewal positioning

119

Client Relationship Executive Resume Examples & Samples

The Client Relationship Executives provide support and act as an escalation point for the Client Service Associates who are managing the day to day client support in EMEA
Work closely alongside the Global Client Service team to continuously strive to improve the service we provide to clients
Proactive engagement with the key teams to ensure the team is fully aware of all upcoming corporate events – attendance of regular briefings and forums with internal teams
Demonstrable experience within a Client Service/Account Management environment, supporting clients at different management levels
Demonstrable experience in the Financial Services Industry
Excellent Microsoft Office skills. Proficiency in Excel is essential in addition to strong problem solving skills
Ability to work to tight deadlines and in a fast moving environment
Superior analytical and investigative thinking to complex client queries
Highly motivated and proactive
Ability to regularly re-prioritize own workload and delegate as required
Good delegation skills
Highly organized with a strong focus on attention to detail
Be able to operate independently and as part of a global team with different time zones
Handle difficult situations with tact and understanding. Understand the client’s challenges and endeavour to work with them to resolve

120

Intelligence Community Relationship Executive Resume Examples & Samples

Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
Pre-sales, proposal, and RFP experience
Candidates must have a strong entrepreneurial spirit, industry experience, and relationships, preferably within the US Intelligence Community and specific to Colorado
In-depth understanding of US Intelligence Community challenges and issues specific to the operations environment, and impact to local market
Deep connections throughout targeted US Intelligence Community agencies across all levels of the organization for those agencies operating in Colorado

121

Federal Client Relationship Executive Resume Examples & Samples

In-depth understanding of weapons systems, specific to the DoD market
Expertise in driving call plans and developing value propositions
Proven track record of success with business development efforts cross DoD clients, specifically with the Missile Defense Agency (MDA)

122

Client Relationship Executive Resume Examples & Samples

Achieve client retention targets for assigned book of business within TriNet’s client account portfolio (50-99 employees)
Conduct face-to-face client visits throughout the year
Manage the annual client renewal process, conducting contract negotiations and achieving revenue growth targets
Serve as the ‘eyes and ears’ for the Marketing and Product Development departments to identify what new products and services would benefit our clients
Partner with sales representatives to build relationships with major prospective clients during the sales process to assist in initiating a long-term partnership with the client company
Ensure that, at various stages in a client company’s life cycle, they are properly situated on the TriNet platform and maximize their experience
Market to existing clients any new products that come out of our Product Development group
Actively engage in the NPS process to drive client satisfaction including the development of a major accounts practice within current NPS structure
Report client feedback to all key stakeholders and deliver analytics on client engagement activities
Ensure appropriate resolution of client issues by engaging relevant internal stakeholders and delivering recovery plans where appropriate
Actively participate in Client Advisory Board program as deemed necessary by Vice President, Client Success
Ability to quickly establish relationships and interact with business owners, executives and managers
Proactive self-starter who can initiate meetings and build relationships
Ability to sense trends amongst clients, spoken or unspoken, for requests or issues
Ability to construct presentations based on insights gained from client visits
Ability to work across departments internally to solve any client issues that arise
Excellent presentation and facilitation skills
Ability to adapt to a fast-paced, continually-changing business and work environment while managing multiple priorities
50% travel or more required
Work in clean, pleasant, and comfortable office setting

123

Client Relationship Executive Manufacturing Resume Examples & Samples

Building trusted relationships with key client executives
Driving sales and account development activities
10-15 years’ experience as account relationship and/or business development manager serving Fortune 1000 clients within the Manufacturing space
Skilled in sales and account management
In-depth understanding of the Manufacturing industry
Success in playing a leading role within a matrixed account team
Strong background in crafting and delivering proposals
Located in Chicago/Milwaukee

124

Relationship Executive Resume Examples & Samples

Minimum of ten years direct lending or credit support related experience with focus on business relationships
Proven experience with beverage-related clients preferred
Proficient in building and maintaining strong partnership with colleagues and clients
Demonstrate excellent verbal and written communication skills
Possess strong creative solution and problem solving skills
Have the ability to mobilize internal networks and resources
Must have demonstrated experience in cross-selling products and an ability and track record to meet or exceed aggressive sales goals
Ability to establish and build trusted advisor relationships with customers

125

Client Relationship Executive Resume Examples & Samples

The Client Relationship Executives provide support and act as an escalation point for the Client Service Associates who are managing the day to day client support in APAC
Minimum of 5 years experience within a Account/Relationship Management environment, supporting clients at different management levels
5 – 7 years experience in the Financial Services Industry
Excellent delegation skills
Highly organized with a excellent focus on attention to detail
Fluent English Language (written and oral)

126

Client Relationship Executive TMT Industry Resume Examples & Samples

Building relationships with key executives to generate and develop ideas, pursue opportunities and close sales
Playing a leadership role in pursuits and an oversight role in the development of proposals
Working closely with Deloitte's Lead Client Service Partner (LCSP) to ensure that the client business and financial plan is developed, monitored and that sales processes are consistently executed across the account
10-15 years’ experience as a named account relationship and/or business development manager serving Fortune 500 clients within the Technology/Media/Telco marketplace
In-depth understanding of the assigned industry
Proven ability to develop and secure relationships at all levels within a client organization
Poise, executive presence and high articulacy. A strong background in crafting and delivering proposals is also a requirement

127

Client Relationship Executive Resume Examples & Samples

Build strong client and advisor relationships through effective and proactive service along with efficient and accurate handling of reactive requests measured through client retention and client satisfaction results
Build sponsor and advisor understanding of SLF web tools and services to ensure clients are realizing potential benefits
Educate clients and advisors on administrative and legislative processes and requirements such as federal and provincial legislative changes and evolving technological enhancements

128

Client Relationship Executive Technology Resume Examples & Samples

Comfortable navigating various levels within the client organization
Working closely with each account team member to develop differentiated strategies
Playing a leadership role in pursuits, proposals and overall account management
Managing and facilitating the contracting process and leading the Sourcing & Procurement relationship
Passion for client service and client impact
Track record of delivering high impact solutions and experiences
Track record of developing high impact senior relationships
10-15 years’ experience as account relationship and/or business development manager serving Fortune 500 clients within the TMT space
In-depth understanding of the Telecom/TMT industry
Demonstrated ability to leverage pre-existing network of clients or contacts in the marketplace
Ability to influence and lead cross-functional teams in multiple client pursuits concurrently
Demonstrated ability to function successfully as an individual contributor
Experience with client alliances and go-to-market partnerships is desired
Located in New Jersey/New York metropolitan area

129

Customer Relationship Executive Resume Examples & Samples

A Diploma in any discipline with credit in English
Possess strong customer service orientation and proven excellent customer service skills
Demonstrate ability to interpret customer needs correctly
Possess a good work attitude and must be meticulous, organized, reliable and able to handle work pressure well
Effective interpersonal skills. Able to relate well to people at all levels
Possess strong command of written and spoken English

130

Defense Relationship Executive Resume Examples & Samples

Bachelor's degree in Business Management, Engineering, or other business-related field
8+ years of relevant consulting or industry experience and relevant experience within the US Intelligence Community with a range of roles held during that time
3+ years in a technical or functional lead role
Experience mentoring and coaching others
Experience managing senior-level client relationships
Experience presenting to clients or other decision makers to present and sell ideas to various audiences (technical and non-technical)
Candidates must have a strong entrepreneurial spirit, industry experience, and relationships, preferably within the defense community and specific to Colorado
In-depth understanding of defense agencies challenges and issues specific to the operations environment, and impact to local market
Deep connections throughout targeted defense agencies across all levels of the organization for those agencies operating in Colorado

131

Mortgage Banking Relationship Executive Director Resume Examples & Samples

Within the Digital organization, lead the Mortgage Banking 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
Coordinate execution of key projects across functions, domains, channels and enablers to ensure desired outcomes
Consumer lending and/or mortgage banking business experience – significant experience in consumer lending, financial services, Chase business practices and the competitive landscape
Ability to create and achieve a desired future state vision through influence on group and individual goals, reinforcements and systems

132

Contributor Relationship Executive Resume Examples & Samples

Develop a tactical plan for a) growing deals contributions and management, b) increasing the number of firms who contribute deals at pricing for fixed income, c) developing the private equity engagement on the ground in China, and d) any other innovative methods for obtaining more information for deals
Bring on new senior level contributors and maintain existing relationships through regular contact in person and over the phone
Increase the number of local mid-market advisory firms participating in TR’s quarterly surveys
Work with Commercial teams in either providing Sales Leads or assisting with prospects or retention programs
Articulate TR’s global data collection methodology and standard league table criteria to local market players
Create Mandarin versions of quarterly Deals league table reviews by working with Deals Intelligence and Public Relations teams; help increase the distribution of TR’s press releases and league tables to the China market
Compile and maintain a profile/overview of competitors within the region in Trust/GCD
Critically evaluate existing and potential sources of information for Deals and liaise with Operations on any helpful additions to sourcing
Work closely with EJV Research teams to capitalize on their presence on the ground to reach out to contacts in the market
Use the competitor analysis information to deliver strategies to reduce losses and improve wins versus the competition, help the team with RCA for losses versus the competition
Participate in other ad-hoc project work as determined by the segment or research teams

133

Partner Relationship Executive Resume Examples & Samples

Handle third party onboarding process in terms of finalizing account setup & training
Monitor partner’s performance, service quality and advise on enhancement procedures to increase revenues, decrease cancellation rate & maximize fulfillment
Act as the first line of support for third party issues & second line of support for customer issues
Maintain performance tracking report and communicate progress on daily basis to management & category BDEs
University Degree in Business or Management
2-5 years’ experience in client management or customer service
Excellent relationship management & problem-solving skills
Alerted, active & have an eye for details

134

Client Relationship Executive Oil & Gas Resume Examples & Samples

Playing a leadership role in pursuits and proposals
Working closely with each account team (lead client service partner, lead entity partners and engagement leaders) to develop differentiated strategies
Enabling an issue based and platform approach to generating impact
10-15 years’ experience as account relationship and/or business development manager serving Fortune 1000 clients within the Oil & Gas industry
In-depth understanding of the Oil & Gas industry
Strong professional services sales management knowledge and experience
Bachelor's degree required, MBA is desirable
Located in the Houston area

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