Relationship Officer Resume Samples
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Relationship Officer Resume Samples
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RK
R Kiehn
Rosalee
Kiehn
23129 Nitzsche Plain
Boston
MA
+1 (555) 182 0827
23129 Nitzsche Plain
Boston
MA
Phone
p
+1 (555) 182 0827
Experience
Experience
Detroit, MI
Relationship Officer
Detroit, MI
Pfannerstill, Murphy and Stokes
Detroit, MI
Relationship Officer
- Creating/renewing eCADD in a timely manner with assistance from RA by arranging information from client and liaise with BSU/CADD team in resolving exception
- Building deeper engagement for existing relationships, creating a revenue generating portfolio with consistent return on risk capital and minimal credit losses
- Manage client’s on-boarding and KYC activities including account opening and annual certification
- Proactively generate new client acquisition through branch on-boarding, calling programmes and Member Get Member prospecting
- Overall responsibility for implementing and driving the sales strategy for the Global Banking Unit
- Contributing to bottom-line up –selling and cross-selling
- Specialist focused on KYC and on-boarding of Private Banking client
Dallas, TX
Citigold Relationship Officer
Dallas, TX
Conn-Wehner
Dallas, TX
Citigold Relationship Officer
- The role will also provide an opportunity to manage and assistant and support the overall team with sales management
- Develop client revenue of existing and new clients through proactive management
- Build productive relationships with referral sources, within the branch network, instilling a sense of teamwork and pro-activity with client referral
- Assist and support the team with the delivery of branch sales and service goals
- Working with other bank department such as the International Personal Bank and our Citigold Relationship Managers will provide exposure to wealth management markets
- Proactively generate appointments for Citigold Relationship Managers and Investment Consultants
- Pro-actively participate as a member of the Branch Team, contributing towards team targets and promoting teamwork
present
Boston, MA
Citibusiness Relationship Officer
Boston, MA
Hand, Kemmer and Kautzer
present
Boston, MA
Citibusiness Relationship Officer
present
- Citibanking Relationship Managers (Personal Banker) will also cross-sell loans, mortgages and credit cards
- To participate in or to perform special assignments as and when called upon
- Prepare and proactively execute sales plans by taking advantage of the marketing program
- Set appointments, carry out sales call visits, and prospecting and early engagement with new to bank customers
- Value added advice should be given to customers when it comes to cross-selling loans and mortgages, share margin finances, Citibusiness, etc
- Continuously generate referrals from existing and new customers
- Strong initiative in driving business and customers focus
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Harvard University
Bachelor’s Degree in Business
Skills
Skills
- Analytical ability / with strong understanding and interpretation of financial statements
- Strong team player with good relationship management skills and problem-solving skills
- Professional, thorough and organized; able to follow standard operating policies and procedures
- Quality orientated
- Strong Business acumen, Marketing and Negotiation skills
- Very strong communication and questioning skills
- Ability to communicate effectively both orally and in writing
- Ability to develop customised product, process and risk solutions
- Developed client service and sales skills as well as being a good organiser of both own and others time
- Excellent interpersonal skills
15 Relationship Officer resume templates
Read our complete resume writing guides
1
Affluent Relationship Officer Resume Examples & Samples
- Build and draw upon a network of internal resources, often global, to achieve results for clients; oversee development of tailored and/or complex products
- Protect the Bank and client by complying with relevant policies, procedures, and country legal/regulatory requirements; effectively communicate client risks so the customer fully understands
- Strong Relationship Building Skills with clients and HNW Clients
- Required FINRA License Series 7
- Strong communications and influencing skills
- Good knowledge of Investment Products, asset allocation experience preferred
- Full knowledge of banking and investment account opening processes and requirements
- Ability to work as a team with local affiliated personnel to establish an effective acquisition channel
2
Gcg-cash Relationship Officer Resume Examples & Samples
- Checking encashment in both local and foreign currencies at the counter
- Delivering superior Citibanking experience and satisfy service needs
- Assist in investigations relating to cash transactions/services
- Describe the bank’s various distribution channels to new and existing customers and recommend alternative Citibanking access points when appropriate
- Collect MIS for the department
- Exercise care and diligence in the course of duty for detection of counterfeit notes and TCs, forgery, money laundering, etc
- Diploma holder and below
3
Relationship Officer Resume Examples & Samples
- Develop client revenue of existing and new clients through proactive management
- Develop in-depth knowledge and understanding of client’s financial needs
- Maintain and update accurate client information
- Contribute effectively to team activities including the generation of new sales ideas and initiatives
- Assist and support the team with the delivery of branch sales and service goals
- Proactively generate appointments for Citigold Relationship Managers and Investment Consultants
- Proven financial services experience within a retail branch network
- Demonstrated customer service and sales skills
- Ability to source new business through own initiative
4
Relationship Officer Resume Examples & Samples
- Supervised by RMs and Platform Managers
- Adhere to procedures, manuals and guidelines
- Management of Risk
- Is aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations
- Minimum of Bachelor’s degree in business, finance, related field or equivalent experience
- Applicable FINRA licences (Series 7, etc.)
- Minimum of two years proven and progressive private banking experience or equivalent
- Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills
- Good understanding of the major products/services available in the private banking industry
- Credit Skills – ideally obtained in an area dealing with HNW individuals/Business Banking
- IT Skills – knowledge of Microsoft Office Applications
- A good team player with drive for success and achievement
5
Trust Relationship Officer Resume Examples & Samples
- CTFA, CFP or in process of obtaining one of these professional designations
- 3-5 years or equivalent work experience with proven success in personal trust sales role REQUIRED
- Solid understanding of Trust Product capabilities and enthusiastic about opportunities to serve the Trust needs of clients
- Excellent communication and written skills
- Demonstrated ability to communicate complex issues in a clear, understandable manner
- Demonstrated accuracy and completeness in all tasks, and follows up as appropriate
- Excellent organizational, prioritization and time management skills, detailed oriented, with good follow-up skills
- Able to develop trust, rapport and respect with clients and team members
- Develop strong interpersonal alliance and fosters collaboration among team members and business partners and supports enterprise view to support GWIM objectives
- Computer literate with preferred capabilities to run sophisticated trust and estate software for prospect/client consulting and preparing presentation tools for prospect/client meetings
6
Relationship Officer Resume Examples & Samples
- Proactively meet customer needs by promoting banking solutions including wealth management solutions via third party specialists
- Management of a portfolio of high net worth customers
- Act as a leader for Citigold, both internally and externally, continually identifying opportunities for improvement intended to grow the reputation of Citibank's Citigold service and proposition
- Adopt "hands on" approach to client contact and follow up
- Develop and demonstrate in-depth knowledge and understanding of the markets, banking and wealth management products and services in order to match our offering with client needs
- Take ownership for, and deliver of individual and team sales and revenue targets
- Pro-actively participate as a member of the Branch Team, contributing towards team targets and promoting teamwork
- Demonstrated ability to network and build own portfolio of contacts to maximize referral network
7
Relationship Officer Resume Examples & Samples
- Minimum of seven years proven and progressive private banking and related financial services industry experience or equivalent
- Strong research, communication, organizational analytical, customer service, sales and problem-solving skills
- Sound knowledge of private banking products, markets and traditional and non-traditional service providers
- Ability to manage multiple and changing priorities with tact, diplomacy and confidentiality
- Strong knowledge of regulations affecting area of responsibility
8
Relationship Officer Resume Examples & Samples
- Overall responsibility for implementing and driving the sales strategy for the Global Banking Unit
- Responsible for directly meeting the franchise revenue targets
- Develop, execute and manage the deal pipeline for allocated portfolio
- Acquisition of new business through aggressive marketing and credit process roll out
- Cross functional liaison and co-ordination with other product units (FICC, GTS, Corporate Finance, Project Finance) etc. to relationship management and structuring solutions to our customers
- Ensure consistent customer satisfaction through regular calling and feedback to the senior management, GTS, FICC and O &T
- Enhancing customer loyalty to ensure retention of clients
- Strong Business acumen, Marketing and Negotiation skills
- Self starter, with zeal to deliver on stretch goals in a challenging market
- Analytical ability / with strong understanding and interpretation of financial statements
- Ability to develop customised product, process and risk solutions
- Aggressive, persistent and assertive
- Change oriented
- Process oriented – good planning & organization skills
- Flexibility: Ability to adjust to different situations and be willing to accept new challenges & ideas
- Team Player: Ability to integrate easily with peers, staff and senior managers
- Quality orientated
- Ability to work under pressure
- An MBA from a reputable University would be an added advantage
- 3+ years banking experience in a Relationship Management related role
- Experience in risk origination and approval
- Proficiency in computer applications / systems
9
Senior Premier Relationship Officer Resume Examples & Samples
- Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
- Team player with collaborative skills
- Knowledge of local and Group compliance regulations
- Authentic and shows ability to engage with colleagues and clients to deliver at pace
10
Relationship Officer Resume Examples & Samples
- Minimum 5 years experience required in business development, relationship management of external partners, consumer outreach, and/or loan origination
- Strong understanding of the mortgage banking industry
- Knowledge of Chase products, programs, and processes
- Thorough understanding of lower income markets
- Proven ability to rapidly master new information
- Demonstrated ability to deliver a great customer experience
- Excellent communications, listening and negotiating skills; strong interpersonal, and teamwork skills
- Strong computer skills, including Excel, Word and PowerPoint
- Demonstrated ability to work independently and within the context of a team; capability of developing strong peer relationships
11
Relationship Officer Resume Examples & Samples
- Manage client’s on-boarding and KYC activities including account opening and annual certification
- Specialist focused on KYC and on-boarding of Private Banking client
- Grow revenue, increase AUM of portfolio and increase inflows of NNM, achieving growth by leveraging brand, channels and RM network
- Series 7 and 63 or 66 are required. On an exception basis, a 90 day contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers
12
Citigold Relationship Officer Resume Examples & Samples
- Take ownership of individual sales and revenue targets
- Act in accordance with both internal and external compliance regulations
- Ensure all client contact, both internal and external, is carried out professionally and efficiently
- Proactively generate new client acquisition through calling programmes and Member Get Member prospecting
- Proven track record in a sales role
- Substantial experience in a client service background
- Working towards further banking qualifications such as FPC, Cefa or equivalent banking exams preferred
- Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Competencies
- Analysis and Problem Solving
- Relationship Building
- Planning and Organisation
- Influencing and Persuasiveness
- Treating Customers Fairly
13
Citibusiness Relationship Officer Resume Examples & Samples
- Personally effective at building the business, deepening the relationships and increase targeted customer segments through the executions of an effective sales process
- Grow customer’s numbers and revenue / asset under management (AUM) to meet country business goals, particularly liability accounts, unit trust / insurance and super blue
- Prepare and proactively execute sales plans by taking advantage of the marketing program
- Conduct a regular quarterly portfolio tracker review to update customers and give advisory to reevaluate portfolio
- Continuously generate referrals from existing and new customers
- Value added advice should be given to customers when it comes to cross-selling loans and mortgages, share margin finances, Citibusiness, etc
- To participate in or to perform special assignments as and when called upon
- Minimum of 3 years of experience in banking and/or investment industry
- Pleasant personality with strong interpersonal and communication skill
- Confident, intelligent, independent, result oriented and resourceful
- Possess excellent presentation skills
- Enjoys meeting people
- Ability to speak in Mandarin / Cantonese is an added advantage
14
Relationship Officer Resume Examples & Samples
- University graduate with 1-2 years' work experience in sales or finance and customer service field
- Sales and service oriented, passionate and initiative
- Excellent PC skills, especially in Word, Excel etc
15
Citigold Relationship Officer Resume Examples & Samples
- Champion the Citigold customer experience ensuring the delivery of quality advice, recommendations, and solutions to customers
- Demonstrate a passion for, and delivery of, excellent customer service. Manage clients professionally and efficiently whilst adhering to FSA, legal, regulatory and company requirements
- Source new target market clients that support the attainment of business objectives and targets
- Effectively manage referred clients to deliver financial targets
- Provide a first class level of service to ensure that clients are satisfied and continue to want to do business with Citibank. Additionally generate target market referrals as a result
- Maintain and update accurate client information, action and take ownership of client service requests and enquires
- Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate
- Build productive relationships with referral sources, within the branch network, instilling a sense of teamwork and pro-activity with client referral
- Coach and develop branch introducers to ensure quality of leads referred is at the required standard
- Demonstrated success in a relationship management and sales role within a UK financial services company
- Experience of managing a portfolio of high net worth clients
- Broad based knowledge of financial products and services, financial markets and economic environments
- Knowledge of respective operational and regulatory environment
- Ability to research and proactively source new business through own initiative
- Demonstrated client presentation skills
- Demonstrated customer service and sales skills based on building client relationships
- Strong planning and organisational skills to maximise client facing time
- FPC/Cefa Desirable
16
Auto Dealer Relationship Officer Resume Examples & Samples
- 2 years’ experience in sales or business development
- Demonstrated ability to develop business relationships with decision makers, preferably with auto dealer principals
- Exceptional decision making, conflict resolution and problem solving skills
- Proficiency with MS Office products
- Must be self-motivated and able to work effectively both alone and as part of a team
- Good driving record is required
- Experience in Credit Union loan services, policies and procedures
- Experience establishing relationships with auto dealers
- Previous experience working with Credit Union Direct Lending (CUDL), Aimbridge, RouteOne and/or DealerTrack
- Bilingual (Spanish) preferred
17
Relationship Officer Resume Examples & Samples
- Understanding of the customer’s business model including industry & competitive market position, Co’s Financials and Credit aspects
- A good understanding of Bank’s products ranging from FICC products, Trade & Cash management, and Investment
- A very good understanding of Citi’s risk culture and credit policies
- Banking and lending products
- Relationship and networking skills
- Postgraduate, preferably MBA (Finance) or a Chartered Accountant
18
Relationship Officer Resume Examples & Samples
- University graduate with minimum 2-3 years’ working experience in banking, sales and client service environment
- Knowledge of banking products and services and related branch operations and procedures, system and technology
- Knowledge on compliance and security policies and procedures
19
Cpb Latam Relationship Officer Resume Examples & Samples
- Prepare all documentation for any investment and Capital Markets products (including ISIN #'s, subscriptions,etc…), banking, loans MSBF or mortgages for client
- Submit requests for Capital Markets documentation, i.e. ISDA, ECP, Structured Notes Order Verification form, etc… for trading
- Track CNR by products and relationships, work with FINCON on follow up/errors
- Obtain response and follow up with clients on corporate actions
- Send LAPP requests to credit services to assign lending values to client holdings
- Follow up on responses, enter waivers as needed, on OneSource for Red portfolios
- Cover margin calls as needed with capital markets and banking side
- Assist banker with pricing approval requests from credit on spreads over loans
- Prepare cash flow reports / portfolio simulator when required; provide adhoc OS demand reports, DRC, as needed for particular clients to track performance
- Coordinate or obtain any document or information from any product specialist including Fiduciary, dealing with CBL & CSL
- Update/Correct Lines of credits/trades
- Series 7 & 66 (US locations)
- Bi-Lingual – (Spanish/English)
- PC proficiency, including WORD, EXCEL, PowerPoint and applicable internal systems
- 2-4 years of client financial management experience, or high-net worth sales experience
20
Business Banking Relationship Officer Resume Examples & Samples
- Calls on existing or prospective customers to develop new business, expand existing business, maintain good customer relations and ensure proper servicing of accounts
- Individually producing growth in revenue and net income by meeting or exceeding goals of selling various business products and services including credit and depository products to new and existing business customers
- Interview loan applicants, analyze financial documents and related data to determine the creditworthiness of applicant and the merits of the specific loan request
- Develop relationships with multiple referral sources and Centers of Influence located throughout the targeted market
- Identifies and successfully capitalize on cross-selling opportunities and make appropriate referrals
- Maintain industry knowledge of trends, products, and technology. Identify industry and competitors new products to keep UMB competitive
- Participate in community affairs to increase UMB's visibility and to enhance new business opportunities
- Demonstrate the ability to create a network of Centers of Influence who make referrals
- Demonstrate a higher level of knowledge of financial analysis & small business credit underwriting
- Knowledgeable on all Small Business Loan, Deposits, and Payment & technology products
21
Business Banking Relationship Officer Resume Examples & Samples
- Demonstrates strategic sales knowledge selling to small business owners
- Demonstrates business banking product knowledge and product innovation
- Awareness of market/industry trends
- Knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements
- Specialized knowledge of specific markets in order to serve defined industries
- Enhance communication and negotiation skills for more complex deals and relationships
- Demonstrates knowledge of financial analysis (including ratio and trend analysis and projections)
22
Cbna-gcg-merchant Sales Relationship Officer Resume Examples & Samples
- Graduate of a four-year course
- Sales & negotiation related experience for 3-5 years
- Preferably with a good grasp of VISMIN market
- Open-minded, with an eye for opportunities
- Strong execution skills
- Can work remotely
- Good in strategic planning
23
Gcg Relationship Officer Resume Examples & Samples
- GCE N Levels and above
- Minimum of 2 years experience in Sales will be preferred
- Passion for sales and able to work well in a team
- Able to thrive in a fast paced environment and undertake sales deliverables challenges
24
Relationship Officer Resume Examples & Samples
- Ownership and accountability for a portfolio of clients with branches to on board Citigold criteria clients and in partnership with Citigold Relationship Managers, actively manage wealth and protection needs
- Work with other third parties, such as International Personal Bank, Charcol Mortgages and Citi Private bank to ensure clients receive the appropriate advice and products in relation to their needs
- Proactively generate new client acquisition through branch on-boarding, calling programmes and Member Get Member prospecting
- Ensure all client contact and communication, both internal and external, is carried out professionally and within Citi guidelines
- Champion the Citi customer experience ensuring the delivery of quality solutions to customers and responding to their needs – placing the customer at the heart of what we do
25
Wealth Advisor Assistant Relationship Officer Resume Examples & Samples
- Requires a High School diploma or equivalent and 1+ years of banking, lending, bank operations, new accounts, customer service or other directly related experience
- Private Banking/Wealth Management experience preferred
- Working knowledge of banking and wealth management operations, all types of banking, investment management and trust account products/services, loan processing, account maintenance and transfers policies and procedures
- Must have good communication, customer service and PC skills
26
Mortgage Assistant Relationship Officer Resume Examples & Samples
- Requires High School Degree or Equivalent and 1+ years mortgage lending procedures, loan processing, or other directly related experience
- Working knowledge of lending processes, loan principles, loan systems
- Knowledge of banking process helpful
- Must have good organizational and customer service skills
- Must possess numeric and verbal aptitudes
- Good written and verbal communications skills
- Ability to complete processes and meet deadlines
- Knowledge of common office software systems and applications
27
Relationship Officer Resume Examples & Samples
- Developing comprehensive knowledge of all HSBC products
- Mastering all compliance and operational risk policies and procedures in accordance with HSBC and regulatory standards, including Know Your Customer, and external regulations
- Perform according to prescribed procedures
- Daily discretion within assigned authority. Decisions beyond assigned authority are referred to higher levels of management for approval
- Minimum of five years proven and progressive private banking and related financial services industry experience or equivalent
- FINRA Series 7 and 63 are required. On an exception basis, a 90 day contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers
- Strong research, communication, organizational, analytical, customer service, sales and problem-solving skills
28
Contract Relationship Officer Resume Examples & Samples
- Manage Assigned contracts and procure commodities
- Thorough PC knowledge - to function proficiently on a PC using primarily word processing (Word) and spreadsheet (Excel) software, lotus notes, Netscape/Internet Explorer/Intralink resources and MXP (financial & distribution application software)
- Thorough knowledge of contract creation and execution including terms, conditions, service levels common clauses, costing and reporting requirements
- Above average writing skills in order to prepare business cases and correspond with senior management in order to make recommended changes/amendments to senior management relative to the assigned contracts
29
Relationship Officer Resume Examples & Samples
- Background on sales pipeline management and sales acquisition
- Proficient in Microsoft applications (Word, Excel, etc.)
- Meticulous, efficient, and organized
30
Dealer Relationship Officer Resume Examples & Samples
- Prospecting, cold calling, and building partnerships with auto dealerships
- Soliciting new business and servicing active accounts
- Follow-up on applications and deals submitted for funding
- Promote indirect lending products to dealers
- Foster sense of cooperation and cohesion among dealer partners, the Indirect Department, and branches
- Assist in the development or refinement of products or processes by identifying opportunities for improvement and new products
- Helps to implement of new products; and communication of those products to the indirect dealer base
- Well-developed business management, presentation and relationship selling skills
- Excellent communication, interpersonal and organizations skills
- Demonstrated strong negotiating skills
- Extensive travel is required visiting local dealer partners and occasional travel to California
- 3 years’ experience in the same or closely-related position
- 2 years’ experience in the auto dealer financial service industry
- High School degree or equivalent with 3-5 years related experience
31
Relationship Officer Resume Examples & Samples
- Manage credit portfolio- Understand Industry/Segment trends, obligor outlook and develop, implement credit strategy for managed names. Apply established policies and guidelines to complete periodic credit reviews. Ensure that appropriate credit and documentation standards are maintained
- Ensuring basic KYC/AML/CADD etc for the managed set of customer
- Postgraduate in Finance/CA
32
Trust Relationship Officer Resume Examples & Samples
- Attain basic investment knowledge and may be required to approve investments for advisory accounts
- Proven communications, analytical, customer service and problem-solving skills
- Minimum of two years proven and progressive trust administration experience or equivalent
- Bachelor’s degree in business related field or equivalent experience strongly preferred
- Knowledge of regulations affecting area of responsibility preferred
- Proficiency with Microsoft Applications preferred
- Familiarity with investment markets and concepts
33
Premier Relationship Officer Resume Examples & Samples
- Work is moderately complex and specialized in nature and involves mostly straightforward challenges
- Work is performed under general direction according to set parameters and set sales / performance targets
- Requires initiative and independent judgment in completing work but supervisor provides direction for unfamiliar situations
- Work is reviewed for attainment of standards, achievement of targets, adherence to policies, procedures, and timelines
- Decisions impact the productivity / performance of the functional area, customers and other employees
- May work in call centre or branch environment where systems are available in meeting services quality objectives
- May be required to work shifts outside of regular business hours
- May be required to travel within region to backfill sales responsibilities
- Secondary school graduation
- At least 2 years of experience in banking or related industry in a customer service / client facing role
- Mutual Fund Licensing. Requires Completion of
- Investment Funds in Canada Course; or Canadian Investment Funds Course; or Canadian Securities Course; and
- Mutual Fund Skills Builders Course
- Completion of HSBC Way of Selling
- Completion of basic HSBC Premier training
- World Selection (training provided by Asset Management Canada, AMCA)
- Career minded team player
- Proven ability to sell and meet set sales / performance targets
- Advanced communication and customer service skills
- Strong interpersonal skills to support the building of strong relationships with diverse groups of people
- Ability to use Word and Excel
- High attention to detail with advanced time management and organizational skills
- University / College degree preferred
- Ability to multi-task, handle large volumes, tight turnarounds and multiple deadlines
- Ability to learn and operate new software and technology
- Knowledge of HSBC’s products and services
- Knowledge of HSBC’s policies, practices, and procedures within own area
- Excellent analytical and critical thinking ability
- Competent in conflict resolution
- Ability to work independent
- Understands/ speaks second language is an asset
34
Business Banking Relationship Officer Resume Examples & Samples
- Demonstrates strong strategic sales knowledge selling to small business owners
- Demonstrates proficient level of business banking product knowledge and product innovation
- Knowledge of market/industry trends
- Strong knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements
35
Consultant Relationship Officer Resume Examples & Samples
- 10+ years of experience with Banking, Trusts, and/or Credit
- Knowledge of Trust Administration and Operation
- Knowledge of Credit and Equity Markets
- Ability to negotiate service fees and contracts
- MBA / CFA
36
Relationship Officer Resume Examples & Samples
- Ownership and accountability for a portfolio of clients
- Work with branches to on board Citigold criteria clients and in partnership with Citigold Relationship Managers, actively manage wealth and protection needs
- Work with other third parties, such as International Personal Bank, Mortgages and Citi Private bank to ensure clients receive the appropriate advice and products in relation to their needs
- Working towards further banking qualifications such as FPC, Cefa, IAD or equivalent banking and financial exams preferred
37
Trust Relationship Officer Resume Examples & Samples
- Minimum of four years proven and progressive trust administration experience or equivalent
- Bachelor’s degree in business, related field or equivalent experience strongly preferred
- Knowledge of regulations affecting area of responsibility
- Familiarity with investment markets and concepts and ability to discuss investment results with customers
38
Relationship Officer Resume Examples & Samples
- RM should work closely with CLU in preparing CAs and monitoring risk issues with customers
- Identifying prospects via various channels which meet Citi’s criteria (i.e. Target Market, financials, pre-screening criteria etc)
- Understanding client's business and banking requirements from client site visit and prepare call memo to document potential leads
- Conducting sales pitch to offer suitable solutions and services from Citi’s product range (Cash, Trade, FX, Loans etc.)
- Discussing with clients and internal stakeholders on solutions, credit facility, pricing, terms and conditions etc
- Requesting financial statements/relevant documents from prospect for 1st round review
- Following up with client on any document deficiency or requests for more information
- Following up with client on offer acceptance and confirm the facility is successfully availed or cash system is implemented
- Resolving service/operational issues which are escalated by the RA
- Preparing relationship/account/RORC plans for clients
- Completing relevant RM sections of the CA for new credit lines extended to new customers, upgrades of credit lines for existing customers and renewals for unchanged credit for submission to CLU
- This includes relevant documentation such as S&A, RORC, ISDA, Regulatory and Compliance Checklist, Sanction Assessment etc
- Conducting joint EW/client calls and monitor triggers and tripwires at a CA level along with CLU and EW Risk team
- Providing quarterly inputs to CLU for CCR write-up by contacting clients to obtain key financial and other updates for special mention clients
- Preparing and present materials for portfolio reviews (e.g. large exposure reviews) and Red zone reviews at account level with assistance from CLU
- CLU will assist by providing obligor level OSUC, ORR and other such data while the RM will need to write the proposed reasons and remedial action plans for Red Zones, or in the case of large exposure reviews write the credit outlook summary and provide inputs on financial forecasts/projections, and any other key developments since last CA
- Credit files will be maintained by CLU with primary ownership remaining with the RM
- Bing the first line of Defense/Interface for any adverse news (eg on credit, reputation)
- Perform site visit and present findings to risk and business seniors via quarterly/semi-annual call memos
- Working with the remedial unit for stressed account. This would include working on an action plan and keeping a close eye on criticized portfolio to detect red flags and potential double jumps
- Bachelor degree from reputable company
- 7-10 years of Commercial/Corporate banking experience
- Experience in a client acquisition role
- MS-office skills: Word, Excel and PowerPoint
- Language skills: English and any other languages
39
Relationship Officer Resume Examples & Samples
- Preparing and present materials for portfolio reviews (e.g. large exposure reviews) and Red zone reviews at account level with assistance from CLU. CLU will assist by providing obligor level OSUC, ORR and other such data while the RM will need to write the proposed reasons and remedial action plans for Red Zones, or in the case of large exposure reviews write the credit outlook summary and provide inputs on financial forecasts/projections, and any other key developments since last CA
- Being the first line of Defense/Interface for any adverse news (eg on credit, reputation)
- Working with the remedial unit for stressed account
- This would include working on an action plan and keeping a close eye on criticized portfolio to detect red flags and potential double jumps
- Preparing Green light Memo for enhancement based on any emerging opportunity to discuss with Business, Risk and CLU
40
Bilingual Mandarin Senior Premier Relationship Officer Resume Examples & Samples
- Previous experience in Retail/Premier Bank sales preferred
- Good knowledge of HSBC and personal banking
- Ensure delivery of high quality client experience and needs-based solutions through effective communication, influencing, and sales skills
41
Gcg Relationship Officer Resume Examples & Samples
- GCE N levels and above
- Minimum 2 years experience in sales will be preferred
- Able to thrive in a fast pace environment and undertake sales deliverables challenges
42
Relationship Officer Resume Examples & Samples
- Build collaborative internal and external relationships to provide a high level of client service, develop the business to ensure a seamless experience for the client who has multiple products and services
- Manage and grow a national portfolio of approximately 1,400 assigned GNP clients primarily through outbound calling activities
- Identify and refer basic credit opportunities up to $250,000.00 in total exposure
- Serve as the key relationship officer to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of municipalities and non-profit organizations
- Ensure client’s are satisfied with Chase and are being provided the products and services best needed to manage their financial needs
- 1 to 3 years experience in a business banking relationship management role or related business lending experience
- Understanding of core business products, services, and GNP specific policies & procedures
- Strong phone-based communication skills with individuals at all levels, internally and externally
- Ability to present features and benefits of products and services to unique customers with differing needs
- Self motivated, assertive, performs well in a centralized team environment
- Ability to recognize procedural or documentation gaps, and own resolution to protect both the client and firm
43
BB Relationship Officer Resume Examples & Samples
- Demonstrates ability to source/produce efficient credit opportunities
- Knowledge of credit and operational risk-ability to quantify potential exposure and advise team
- Understanding of credit underwriting
- Knowledge of accounting principles and practices
- Strategic sales planning to define target markets, strategic sales approaches, and provide solutions
44
Relationship Officer Resume Examples & Samples
- Habilidad para establecer relaciones interpersonales
- Manejo de conflictos
- Orientación a resultados
- Trabajo bajo presión
- Trabajo en equipo
- Actitud de servicio
45
Relationship Officer Resume Examples & Samples
- Serving as primary contact for assigned group of high net worth individuals/family offices
- Demonstrating comprehensive understanding of all PWM products and services
- Ensuring that other members of the team, including product specialists, are coordinated in their efforts to service clients’ needs
- Keeping clients well informed and advised at all times
- Providing advice on market conditions, product offerings, product performance and investment opportunities
- Development and strengthening client relationships
- Contributing to bottom-line up –selling and cross-selling
- Demonstrating tangible evidence of revenue production
- Focusing on client retention and client profitability
- Preparing investment proposals and presentations, looking to meet the immediate and long-term needs of a client
- Presenting to clients a holistic approach, leveraging the entire DB platform
- Focusing on the training and development of team members
- Supporting key business initiatives/projects
- Proposing and making recommendations for process improvements
- Ensuring current and prospective clients meet all KYC, AML, suitability and all other corporate and regulatory compliance standards
46
Merchant Relationship Officer Resume Examples & Samples
- Experience in financial service industry and customer/external partner negotiation
- Good communication skills both written and verbal
- Proficiency in MS Office tools (such as Word/Excel)
47
Relationship Officer Resume Examples & Samples
- Relationship building and networking
- Meeting sales revenue targets through the introduction and proactive cross-selling of banking, investment and wealth management products for affluent customers
- Provide information, drive initiatives and consistently improve the level of service
- Relevant experience gained in banking / financial services industry preferred
- Result-oriented and self-motivated
48
Relationship Officer, Tan Da Branch Resume Examples & Samples
- Minimum tertiary education level
- Diligence in delivering superior customer service
- Highly results orientated with strong display in discipline, perseverance and good attitude
49
Relationship Officer, Cau Giay TO Resume Examples & Samples
- At least 2 year in sales experience in the financial services industry
- Adequate knowledge in competitors rates, proposition
- Superior customer engagement skills
50
Loan Relationship Officer Resume Examples & Samples
- Perform administrative / operation support and handle unsecured loan applications at Loan Centre, including loan application, data input, documentation verification, loan confirmation and disbursement
- Cross selling to Loan Centre customers and assist Loan Centre Manager to achieve the pre-assigned sales targets
- Assist Loan Centre Manager in the implementation of various localized promotion activities
- Ensure smooth operation workflow from application to loan disbursement in Loan Centre
- Provide customer service at Loan Centre
- Comply with the Bank’s policies and procedures that are devised based on applicable regulatory and internal control requirements
- Provide constructive feedback to Loan Centre Manager to improve the Loan Centre operation efficiency
51
Customer Relationship Officer M Resume Examples & Samples
- Proactively support and work with Lyxor various departments to provide answers to their various enquiries on products and service supplied
- Supervise client related operational functions, including reporting
- Ensure consistency of websites content while developing self care
- Client data management in CRM tools
52
Bilingual Senior Premier Relationship Officer Resume Examples & Samples
- Strong interpersonal and empathy skills with strong decision making and ability to deliver
- Minimum of three years working in financial services industry
- Knowledge of brokerage products and services, operations supporting them and pertinent regulations affecting their delivery
- Solid understanding of appropriate branch operational procedures
- Money Laundering Awareness Certificate held
- Bilingual English and Portuguese. Spanish is a plus
- Have an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
- Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
- Makes considered decisions that protect HSBC and our clients
53
Relationship Officer Resume Examples & Samples
- To attend, handle and assist all customer enquiries through our customer service line on loan related matters
- Review customer existing loan package and advice accordingly on the various option available
- To protect loan portfolio by managing customer expectation on loan repricing package offered
- To respond and follow up on customers’ request promptly and accurately
- Ensure comprehensive knowledge of bank’s product and services available from time to time
- To achieve referral targets set by business
54
Relationship Officer Resume Examples & Samples
- Drives the loan closing process by ordering documents, identifying items and conditions to be satisfied, the party responsible, and obtaining and reviewing due diligence required for the transaction. Participates or conducts closings on behalf of the RM as requested
- Displays proficiency in reviewing documentation to ensure accurate representation of business terms and conformity to credit approval and policies. Ensures accuracy of booking, funding and timely processing of loan packages and opening/maintenance of deposit accounts
- Partnership with Business Partners throughout the organization. Works closely with multiple parties including relationship team, operations partners, client, counsel (internal/external) and other 3rd party vendors to achieve a well-coordinated and timely loan/deposit closing
- Performs documentation reviews to ensure all loans are correctly documented and works with RM or borrower to resolve any deficiencies
- Working in tandem with the RM and Borrower to take ownership of proper tracking and/or remediation of documentation exceptions
- Works to resolve loan/fee payment delinquencies Determines appropriate course of action and directs resources to collect payment or otherwise clear delinquent status
- Proactively identifies process improvements to continuously enhance client service and documentation quality
- Acts as back-up when needed to Sr. RO
- Minimum two years related job experience; preferably in banking
- Knowledge of commercial loan and deposit documentation and related client servicing
- Previous experience with commercial banking support functions, and overall servicing of commercial banking clients
- 5+ years related job experience, typically at least 2 years in a Relationship Officer role with a meets or better performance rating
- Previous experience with commercial banking support functions. Possess expertise in the overall servicing of commercial banking clients, including resolution of client issues and the ability to identify cross-sell opportunities
- Act as legal liaison for Teams
- Working knowledge of the loan accounting systems
- Experience with Commercial Real Estate transactions
55
Commercial Relationship Officer Resume Examples & Samples
- Adheres to and supports Key’s compliance culture. Acts as a resource to the Team for all deposit and loan related compliance matters. Knowledgeable about applicable federal, state and compliance regulations., including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence
- Coordinates set-up of new and maintenance or closing of existing deposit accounts. Works in tandem with Relationship Managers, Credit partners and CCDO to ensure daily resolution to client’s overdrafts and insufficient funds
- Identifies and assists in resolving documentation issues affecting client service and risk management
- General product knowledge and ability to identify referral opportunities for partner products and services
- Excellent inter-personal skills, demonstrated written and verbal communication skills
56
Operations Relationship Officer Resume Examples & Samples
- Reports to DCT Managers, Private Bank
- Involves multi-team management in a fast paced enviorment that requires sound decision making, flexibility, and strong leadership
- Has direct interface and daily correspondence with all levels of management, group functions, and various part of the business
- Working Knowledge of banking, operational processes, procedures, compliance, policies and applications
- Knowledge of the Anti-money Laundering Policy
- Working Knowledge of tax forms and the FATCA classifications
- Ability to write, implement and make policy recommendations
- Ability to handle escalated operational concerns
- Analytical and problem solving, decision making, communication and follow-up skills
- Working knowledge of computer software; Word, Excel, Microsoft, Power Point, Access Databases, Business Objects
- Ability to work in a team environment to deal with all levels of personnel in a courteous, efficient matter
- Self-Motivated, dependable and able to meet deadlines
- Must be multi-tasked to be able to work in a fast pace and changing environment
- Must process the ability to work independently
- Working knowledge of all source systems ( CRM, HBUS-CIF, Global Plus, NetX360, ADP, OBAS, Bimas, Filenet)
- Able to read, write and speak Spanish is a plus
57
Commercial Bank Senior Relationship Officer Resume Examples & Samples
- Adheres to and supports Key’s compliance culture. Acts as a resource to the Team for all deposit and loan related compliance matters. Very knowledgeable about applicable federal, state and compliance regulations., including the BSA/AML program, USA Patriot ACT, OFAC and related due diligence
- Proactively drives the loan closing process by ordering documents, identifying items and conditions to be satisfied, the party responsible, and obtaining and reviewing due diligence required for the transaction. Participates or conducts closings on behalf of the RM
- In depth product knowledge and ability to identify referral opportunities for partner products and services. Understands the intricate details associated with various GTM products and ability to discover root cause of issues and ensure resolution
- Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. Submits service requests for DDA or general service needs. Coordinates follow-up with internal partners and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests
- Promptly provides requested information for GRC testing and other internal/external audits
- Assists with other projects as needed
- Strong understanding of commercial lending concepts
- Ability to establish and strengthen effective working relationships among team members and product and support partners
- Working knowledge of Key’s commercial credit policy, credit process, products and systems
58
Commercial Relationship Officer Resume Examples & Samples
- Excellent knowledge of commercial loan and deposit documentation with proficiency in documentation preparation, closing, and related client servicing
- Thorough knowledge and understanding of the capabilities of the Laser Pro Documentation Preparation System
- Displays strong credit acumen
59
Senior Relationship Officer Resume Examples & Samples
- Manage and deepen the comprehensive relationship with assigned customers by offering financial solutions according to their needs and taking care of the profitability of their businesses
- Identify customer needs for new business opportunities, through knowledge, diagnosis and permanent contact with them
- Coordinate the commercial offer with an approach from beginning to end ( "end to end"), overseeing the procurement, implementation and monitoring of all services and products the Bank
- Successfully execute strategic initiatives launched centrally at all levels (Group, Bank, Commercial Market and EIB), in order to achieve financial and business objectives established by the Institution
- Manage the overall credit relationship with the client, coordinating and supervising the entire process (origination, licensing, contracting, administration and collection), ensuring the proper implementation of the policies and processes Institutional Credit and ensuring achieve a good balance between risk and business, as well as proper risk-adjusted return
- Attracting new customers to the Bank and / or business by prospecting these
- Preferably with experience in Credit, Cash Management, Treasury, Corporate Banking, trade relations, attention to the private sector in credit programs, compromise solutions, identifying needs of services and products as well as ratio personalized long-term business within policies and rules
- Ability to develop interpersonal relationships and long-term business
- Capacity for analysis, planning, management and monitoring skills
- Ease consultative selling and negotiation
- Skills for prospecting and generating new business
60
Relationship Officer Resume Examples & Samples
- Meet and greet customers as they enter the PB Center
- Direct & manage the customers flow within the Center (including serving drinks, etc)
- Assist PBRM to brief the customers about PB membership and its privileges & benefits
- Educate customers on usage of electronic channels
- Assist customers’ enquiries on deposit, loan, investment, insurance & feedback (including complaints), both face to face and non face to face (like telephone, fax and e-mail)
- Educate, guide & assist customers to perform standard banking transactions
- Perform tag-on on and create interest (about PB offerings or event) to existing and potential PB customers in the center
- Adhere to high level service standards as detailed by the Bank
- To relief SA, CSO and/or PBRM whenever it is possible
- To assist AM & TM in correspondence preparation
- Attend to complaints and enquiries
- Assist branch in preparation & running of various branch’s marketing activities or events
- Participate in bank & branch staff activities including employee satisfaction survey, branch team activities, etc
- Have a pleasant personality with focus on customer service and have good communication and interpersonal skill
- Above all, the basic requirement of meeting the high standards of a performance driven environment must be met
- Excellent communication ( spoken and written) skills, able to work independently and as a team player
61
Primary Relationship Officer Resume Examples & Samples
- Markets appropriate and profitable credit and non-credit products and services to existing and prospective bank clients; maintains ongoing dialogue with company management concerning the company’s strategy, position and prospects; builds relationships with existing referral sources and cultivates new referral sources both internally and externally
- Develops and executes a client relationship strategy plan to achieve win/win solutions for bank and client
- Regularly assesses and evaluates company management, its business operations and industry Management, Industry, Business and Evaluation (“MIBE”) and completes / updates the Client Information Sheet
- Negotiates and provides needs-based solutions of credit and non-credit products & services to existing & prospective clients
- Regularly calls on clients and records in written memorandum to the credit file the results of the call. Provides the Commercial Credit Group with current and forward looking information to facilitate the completion of the Credit Write-up, quarterly Asset Quality Report, and annual reviews for stand-alone term loans or multi-year facilities
- Prepares formal written request for credit assistance in a timely manner in order to renew, cancel or restructure credit facilities
- Prepares and updates the Client Information Sheet as needed
- Prepares Risk Adjusted Return On Capital (RAROC) worksheet as needed
- The PRO works in concert with the Commercial Credit Group as to type, amount, term & structure of credit that is appropriate to the client’s borrowing needs and financial capacity
- Ensures that Borrower and Transaction Risk Ratings are accurate at all times, and promptly changes risk rating to reflect changed conditions; responsible for ensuring that the system of records accurately reflects current risk ratings
- Facilitates the credit documentation and booking process with Bankoh Loan Center by negotiating documents with the client and obtains client signatures
- Commercial lending experience preferred
- Commercial credit experience as an Underwriter
- Loan work out training and/or experience helpful
- Sales or marketing experience
- Strong analytical skills and must have a thorough understanding of all aspects of financial statement analysis, including cash flow lending
- Demonstrated verbal, written communication and services skills which meet Bank of Hawaii’s established standards
- Demonstrated interpersonal skills in leadership and management to facilitate team building, coaching and mentoring
- Demonstrated sales, marketing and commercial relationship management skills
- Demonstrated personal computer skills; working knowledge of MS Office and other spreadsheet and database programs
- Must be flexible in availability and mobility to perform required job functions
- Must be able to provide own ground transportation or to operate a vehicle with a valid driver’s license, and ability to commute and arrive at intended destination in a timely manner and/or as required
- Travels by air as required
62
Relationship Officer Resume Examples & Samples
- Provide leadership in hiring, developing, coaching and mentoring a high performing solution-based team capable of meeting the needs of clients
- Develop, communicate and implement a value-based solution strategy that produces a predictable and sustainable income stream and leverage on the full product array available to create new client opportunities and deepen existing client relationships
- Plan and implement service strategies, capacity planning and sales management process to achieve service standards and goals
- Build strong working relationships within the community to advance the strategic vision of Citi and create opportunities for growth
- Actively coach and lead a team ensuring they possess the necessary technical skills, operational knowledge and sales capability to meet and exceed their sales targets
- Liaise with peer group to ensure that the team is able to work productively to meet objectives
- Ensure operational and compliance activities are completed on time and according to agreed quality standards
- Meet assigned NPS, revenue and compliance targets
- Actively acquire New-To-Bank clients through various channels e.g. referrals
- Action day-to-day tasks as assigned by the Head of Banking and Wealth Management Distribution
- Strong coaching ability coupled with a strong sales methodology
- Experience of leading and coaching a sales team
- Planning and organising
- Service quality
- Qualifications Required
- Tertiary/T.A.F.E. Advanced Diploma of Financial Services
- Professional PS146 Tier 1
63
Premier Relationship Officer Resume Examples & Samples
- Premier is a key proposition in the bank’s strategy. Over recent years, our business and organisation has made considerable progress both in our performance versus peer group and in our strategic transformation. Over the medium term we have been improving both our profitability and our ability to meet the needs of our target clients
- Secondary school graduation required, University / College degree perferred
- Completition of required HSBC Business School courses
- Minimum of two years working in financial services industry
- Previous experience in Retail/Premier sales preferred
- Undesrtanding of relationship management systems (CRM and RM Platform etc.)
- Solid knowledge of appropriate branch operational procedures
- Knowledge of relevant regulatory governance in market
- Knowledge of the Bank’s lending systems such as CARM, CLM & Security Processing, when applicable to the markets
- Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills
- Willing to be mobile in local community
64
Commercial Relationship Officer Resume Examples & Samples
- Displays high level of proficiency in reviewing documentation to ensure accurate representation of business terms and conformity to credit approval and policies. Ensures accuracy of booking, funding and timely processing of loan packages and opening/maintenance of deposit accounts
- Strong partnership with Business Partners throughout the organization. Works closely with multiple parties including relationship team, operations partners, client, counsel (internal/external) and other 3rd party vendors to achieve a well-coordinated and timely loan/deposit closing
- Proactively identifies and assists in resolving documentation issues affecting client service and risk management
- Acts as backup when needed for STM and peer RO(s)
- Relied upon to train and mentor other ROs
65
Senior Premier Relationship Officer Resume Examples & Samples
- Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients
- Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity
- Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
- Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
66
Trust Relationship Officer Resume Examples & Samples
- Meet with Centers of Influence (COIs) throughout the Bank's New Jersey footprint to obtain fiduciary appointments and investment management referrals
- Coordinate with Retail Banking and Commercial Lending Managers throughout the New Jersey footprint to obtain fiduciary appointments and investment management referrals
- Participate in all phases of trust administration including review synopsis and administration of the trust in accordance with the governing document; correspond with beneficiaries, attorneys, accountants and other interested parties; review required tax filings and manage the termination process upon the occurrence of a terminating event
- Conduct estate administration including review and synopsis of documents; correspond with beneficiaries, attorneys, accountants and other interested parties; coordinate the collection, valuation and management of estate assets; oversee the preparation and filing of estate and income tax returns, the preparation of accounting and the distribution of assets
- Train and develop assistant administrators in the field of trust and estate administration
- Investment management and oversight, including establishment of investment objective and target asset allocation for each account, and periodic assessment to assure each account is managed pursuant to its objectives and is in line with its targets
- Ability in independently cultivate and close new business opportunities and continue ongoing relationships
- Ability to discuss sophisticated planning issues with clients, COIs and family members
- Ability to identify potential issues and solutions, and work toward resolving those issues
- High School Diploma or GED and a minimum of 10 years trust, estate administration, and sales experience
- Familiarity with personal income tax returns, fiduciary income tax returns and estate returns
- CFP or equivalent preferred
67
Account Relationship Officer Resume Examples & Samples
- Provides daily guidance to the department in the areas of deposits and account servicing
- Works directly with customers on issues and resolves issues pertaining to their accounts
- Provides excellent customer service and represents the bank in a professional and responsible manner
- Adheres to compliance, security, state and Federal regulations, bank policies, procedures and goals
- Gathers information pertaining to loan package and coordinates submission to the underwriting and document areas
- May accompany Officers on customer calls and interviews to obtain an understanding of the business relationship/loan request as a means to providing assistance to the Officer in developing strategies to most effectively meet the needs of the customer
- Provides research on loan and deposit accounts as needed
- Completes E-Deposit and ACH renewals
- May assist in setting-up new accounts
- Requires a High School diploma or equivalent and 2+ years of experience in banking, deposits, account servicing or other directly related experience. 5 years or more experience is preferred. College degree preferred
- Proficient knowledge of branch operations, deposits, new accounts, banking principles and policies
- Experience in loan processing/servicing preferred
- Working knowledge of various word processing and spreadsheet software
- Must have excellent customer service and communications skills
- Ability to work with relationship managers, loan officers, regional manager and clients as needed
68
Relationship Officer Resume Examples & Samples
- Generate AUM growth and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition, cross sell of wealth management and investment products to local Citibank clients and their own existing portfolio. In so doing, over-achieve against set targets via
- Source new target market clients that support the attainment of business objectives and targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment need
- Taking responsibility to build relationships with key clients and influencers inside the referral businesses, instilling a sense of teamwork and pro-activity, and work closely with covered regions / countries to increase the client database through sourcing new client referrals
- Must have demonstrated success in a wealth management sales background within a financial services company
- An ability to manage a portfolio, maximise revenues in a regulated environment and source new business through their own initiative
- Strong knowledge of financial products and services, financial markets and economic environments
- Full FCA qualifications with a minimum standard of IMC Unit 2 and CeFA papers 1-4 or equivalent
- Threshold Competency can be demonstrated and evidenced
69
Assistant Relationship Officer Resume Examples & Samples
- Investigates all available sources of credit and financial information, including reporting services, credit bureaus, other companies, centrally located files, and regional offices
- Analyzes financial statements and related material including trade and bank references for new and renewed loans
- Prepares written summaries on research and analysis to loan officers
- Renders opinions, if required, concerning credit-worthiness on loans to Loan Officer or Chief Lending Officer
- Ensures that all documentation including financial statements, agency reports, etc. are in the credit file
- Assists with loan documentation reviews, file reviews, and follow-up of financial information and monitoring loan covenants
- Assist loan officers with on-site visits to customer’s place of business to increase or retain existing business
- Assists in servicing delinquent commercial loans and restructuring or collecting problem loans
- Participates with Loan Officer or Chief Lending Officer on managing loans and keeping informed as to the status of the loans in the portfolio
- Provides account servicing to customers including monitoring uncollected funds, overdrafts, and NSF activity as well as request for draws and pay downs on loans
- Bachelor’s degree from a four-year college or university and two (2) or more years of related experience and/or training, or a combination of education and training
- Work related experience must consist of experience in financial analysis, a working knowledge of loan documentation (i.e. letter of credit, UCC filings, and personal/corporate guarantees) and customer call experience in the financial services industry
- Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related
- Knowledge of related state and federal banking compliance regulations, and other Bank operational policies
- Must be able to develop and analyze financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas
70
Relationship Officer Team Leader Resume Examples & Samples
- Providing and organizing coaching and development under a robust supervisory structure that ensures all business is carried out in a compliant manner and that staff are trained in the core capabilities of portfolio retention, acquisition, referrals/ upgrades, transaction banking, sales process, compliance and AML (including EDD creation and updating), client service for Citigold segment, product and market knowledge
- Keep own portfolio of clients and deliver personal scorecard targets
- Management of the Relationship Officers to provide execution of the ROs unit
- Ensuring all staff activities are coordinated with the other departments to deliver franchise goals and commitments
- Championing Client Excellence both within the team and through ‘Make it Remarkable’ initiatives, based on individual RO NPS
- Strong knowledge of product and Citigold segment
- Strong knowledge of sales process and AML internal polices, including EDD processing
- Excellent supervision capabilities as per Citi requirements
- Excellent communication skills to acquire and upgrade customers and to service them
- Individual contributor to acquisition and upgrading clients to Citigold
- Insurance sales certification
- Excellent management and leadership skills with a strong focus on sales management discipline and coaching
- Maturity to own franchise related matters/risks and handle senior staff within franchise/regulatory bodies
- Relevant banking qualifications ACIB or degree level education is desirable
71
Assistant Relationship Officer Resume Examples & Samples
- Requires a Bachelors and some experience in loan processes, credit, credit analysis, documentation or other directly related experience
- Basic knowledge of credit, credit analysis and experience working with various types of loans
- Ability to meet deadlines, audit documentation and solve problems
- Ability to make recommendations to officers
- Must have good communication, customer service and organizational skills. Knowledge of computer software, including spreadsheets, word processing and various types of credit analysis software
72
Account Relationship Officer Resume Examples & Samples
- Requires a High School diploma or equivalent and 2+ years experience in banking, loans, deposits, account servicing or other directly related experience
- Proficient knowledge of branch operations, including loans, deposits, new accounts, banking principles and policies
- Ability to work with relationship managers and clients as needed
73
BB Relationship Officer Senior Resume Examples & Samples
- Demonstrates superior strategic sales knowledge selling to small business owners
- Demonstrates high level of business banking product knowledge and product innovation
- Strong knowledge of market/industry trends
- Demonstrates strong ability to source/produce efficient credit opportunities
- Strong understanding of credit underwriting
- Extensive knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements
- Demonstrates advanced knowledge of financial analysis (including ratio and trend analysis and projections)
- Demonstrates proficiency in Word, Excel, PowerPoint
- Manages time effectively to balance new & existing relationships to meet goals
74
Trade Relationship Officer Resume Examples & Samples
- Proven of experience in trade operations or trade finance
- Good knowledge of trade products and processes
- Accuracy and attention to detail. Understand the risk and always be alerted on the method of mitigating that risk
- Focus towards risk management
- Team player and able to work indepedently with minimum supervision
- Good communication and customer handling skills. Ability to manage and cooperate with internal as well as external parties
75
Assistant Relationship Officer Resume Examples & Samples
- Regularly checks incoming mail, interoffice, email and BCLC scoring system for incoming credit applications
- Reviews applications for compliance and completeness
- Researches all available sources of credit and financial information, including reporting services, credit bureaus, other companies, centrally located files, and regional offices
- Ensures that all documentation including financial statements, agency reports, etc. are in the BCLC scoring system
- Completes data input into BCLC scoring system
- Insures loan requests are inputted into department’s loan log
- Monitors matured loan report, interfaces with borrower to obtain required financial information
- Provides account servicing to customers for draws and pay downs on loans
- Prepares request for documentation, reviews documentation and prepares for customer’s signature
- Work related experience must consist of experience in financial analysis, a working knowledge of loan documentation (i.e. UCC filings, and personal/corporate guarantees) and customer call experience in the financial services industry
76
Commercial Relationship Officer Resume Examples & Samples
- Manage an active portfolio of small, medium to large loan relationships
- Interview applicants, structure and negotiate loan terms, and analyze new & renewed loans
- Approve loans within loan authority
- Assign appropriate risk grades to loans and relationships
- Develop and recommend pricing strategies and parameters
- Actively participate in new business development program by identifying, developing and documenting calls on prospective customers and referral sources for all bank products and services
- Cross sell all company products and services
- Obtain and retain product knowledge
- Facilitate the collection of past due loans
- Direct financial statements to commercial credit analysts for spreading and analysis
- Respond to referrals from Senior Management of the bank & the company & others
- Maintain and enhance the relationships with the bank’s customers and referral sources
- Participate in setting organizational and departmental goals & expectations, where appropriate
- Monitor new developments in lending, compliance with loan policies and compliance with appropriate regulations and suggest changes in credit policy
- Provide training and guidance for lending personnel
- Provide back up support for managing the internal audit, external audit & examination process with respect to lending
- Participate in community activities and organizations
- A high school diploma or equivalent; Bachelor's degree is preferred
- One year previous lending experience or three years job related experience
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
- Ability to effectively present information and respond to questions from groups of managers, clients, customers and local organizations
- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
- Professional sales ability
77
Commercial Relationship Officer Resume Examples & Samples
- Advanced knowledge of analysis, structuring, and negotiation of troubled commercial loans
- Comprehensive knowledge of the Commercial Credit Policy
- Advanced knowledge of the metrics or factors in the analysis of specialized industries: ie: Real Estate, Hospitals, Manufacturing, and Services, among others
- Knowledge of local and federal laws and regulations that apply to the financial industry
- Knowledge of collateral and legal aspects of it
- Excellent negotiation and persuasion skills
- Provision for decision making
- Work under minimal supervision, providing strategic recommendations to the Supervisor
- Analytical and critical thinking
- Good interpersonal relationships
- Ability to analyze problems and needs, and to make decisions for the benefit of the client and the Bank
- Ability to work with multiple responsibilities and priorities, demonstrating a sense of urgency and complying with established due dates
- Excellent oral and written communication, both in English and Spanish
- Advanced domain of Microsoft Office programs (Word, Excel, and Outlook)
- Ability to work in teams and collaborate with peers in order to meet common goals
- Availability to work extended hours and weekends
78
Commercial Relationship Officer Resume Examples & Samples
- Ability to research and analyze financial statements
- Complete knowledge of all commercial bank laws, bank products, services, policies and procedures as well as cost accounting, financial and statistical analysis, principles of commercial and consumer credit
- Computer literate; fluency in Microsoft Office programs, Excel analysis required
- Strong problem-solving, negotiation & follow-up skills
- Effective sales ability and persuasiveness
79
Consumer Relationship Officer Resume Examples & Samples
- Review application and financial information (for completeness) and follow up on any missing documentation
- Conduct consumer loan credit investigations
- Prepare and send required disclosures
- Conduct collateral and other analysis as needed to render a credit decision
- Prepare loan presentation for submission to next level of authority
- Ensure the satisfactory and prompt delivery of all loan underwriting decisions
- Communicate alternative financing options to customers
- Possess the ability and willingness to make credit decisions within their authority limits
- Cross-sell all company products and services
- Provide back up support for other branch functions
- Conduct loan training for Customer Service Representatives and other branch/bank personnel, as needed
- Participate in new consumer and mortgage loan product development and implementation
- Participate in all assigned duties and responsibilities
- Will be involved in community activities
- A high school diploma or equivalent,
- One year consumer loan collections, credit underwriting, credit administration experience, and experience as a Financial Service Representative (preferred),
- Technical knowledge and proficiency to handle the activities and responsibilities of job,
- Effectively communicate to branch personnel, officers, and senior management, and
- Sales ability
80
Assistant Relationship Officer Resume Examples & Samples
- Be responsible for analyzing, interpreting, investigating, gathering and presenting of financial data, tax information and credit documentation for determining a clients credit worthiness
- Reviews and initiates the creation of loan documents for legal, structural considerations making sure they are in compliance with policies and regulations
- Makes calls on client to better underwrite credits
- Serves as backup relationship manager
- Assists with collection efforts and customer problem resolution
- Consults with relationship managers and makes recommendations for credits and loan presentations
- Assists with basic and mid-sized loans; provides customer service on behalf of loan officers/relationship managers and team leaders
- May be responsible for disbursement of funds
