Relationship Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the relationship job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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C Cremin

Cody

Cremin

7072 Nico Well

Boston

+1 (555) 649 5463

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Boston

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Experience Experience

Chicago, IL

BPI Relationship Manager

Chicago, IL

Kreiger, Lockman and Yundt

Chicago, IL

BPI Relationship Manager

Hong Kong Portfolio Management, Trading and Business Operations Relationship Management
Manage improvements to process and platform
Product development management
Comprehend technical framework of business process and identify areas for improvement
Assist in defining scope and impact of projects, and effectively communicate results to stakeholders and management
Assist BLK Singapore in identifying, shaping and executing strategic initiatives
Manage pipeline of BAU requests & support

Houston, TX

Bilingual Relationship Manager

Houston, TX

Jenkins-Collins

Houston, TX

Bilingual Relationship Manager

Develops and implements educational programs designed to improve client's transaction processing performance
Develops and implements educational programs designed to improve client’s transaction processing performance
Manages communications with lines of business partners to ensure a unified account management strategy with client base
Develop client’s relationships at the most senior / strategic levels. Deals with customers key financial decision makers
Proactively delivers increased value by demonstrating continuous improvement and change management best practices throughout the life cycle of the client
Develop a client plan and a relationship strategy with each client and qualified prospect
Works with internal departments to ensure a high level of support for the client. Examples include resolving software, hardware, and policy problems

present

Detroit, MI

Relationship Manager, Business Banking

Detroit, MI

Kling Inc

present

Detroit, MI

Relationship Manager, Business Banking

present

Responsible for generating loans from Business Banking clients. Responsible for expanding the business of existing clients
Works with Business Credit Center for credit underwriting, processing, closing and portfolio maintenance
Manage a portfolio of business clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
Manage and grow existing portfolio of customers whilst seeking to drive new business
Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects
Maintains loan files and documentation according to bank policies. Responsible for independently discussing with the Credit Executives specific client issues
Maintains covenant compliance and obtains updated financial information on the existing loan portfolio

Education Education

Bachelor’s Degree in Finance

Harvard University

Bachelor’s Degree in Finance

Skills Skills

11) Actively manage and minimize overdue Accounts Receivable balances
7) Ownership for institutionalizing Best Practices consistently across their client base
3) Partners with the Relationship Managers to ensure issues are escalated and communicated in a timely manner both internally and directly with the client
4) Manages large/complex projects such as restructures, conversions, manager terminations, new business/product launches, process change management and fund closures, terminations
6) Governance responsibility: Ensure implementation of appropriate SLA’s, stop light reports, issues logs are created and maintained for assigned clients’. Establish the appropriate metrics package and frequency for each of their client relationships. Provide oversight for the delivery
2) Maintains client service levels for assigned clients’ by ensuring the timely and accurate delivery of the services from each area. Implement and maintain an appropriate Governance structure. Attends or arranges operational, service review and due diligence meetings both internally and externally with clients’, as appropriate. Ensure they are aligned with GFS NA Best Practices
8) Ensures that risk is managed across Service and Delivery. They are responsible for ensuring that an incident is logged, where appropriate
10) Ensure timely delivery of client invoices and reporting on overdue invoices
1) Responsible for overseeing Service and Delivery across multiple client relationships when a CSDM is not assigned
12) Provide timely notification of client market opening requests to the Enterprise Market Opening Team. Track timely opening and escalate delays

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Relationship Marketing Supervising Associate Resume Examples & Samples

Manage day to day activities on large sponsorship programs including sport-marketing related initiatives
Ability to interact with top-level management
Deep understanding of the external drivers that impact our business, including regulatory issues, accounting changes, economic drivers and work force changes
Proficient at identifying new programs, and assessing opportunities against specific criteria
Confident working as part of a larger team, with an ability to take the lead on projects you own
Strong project and event management skills and attention to detail
Competent at handling several projects concurrently, at various stages of progress
Ability to manage internal and external resources to accomplish project details, on a timely basis
Judgment over when to seek counsel, or when to raise potential problem areas to the next level of supervision
A minimum of 5-7 years related experience

Retail FIG Relationship Manager Resume Examples & Samples

Act as a supporting relationship manager in the execution of account plans for larger existing clients and high potential prospects
Develop, own, and execute account plans specific to each firm assigned and fully engage in representing these plans within the Global Retail Platinum and Strategic Client Program efforts
Ensure high coordination from all BLK parties in developing strategy and execution of an integrated client experience for retail FIG clients
Represent Retail FIG and BLK at client and industry events; positioning all of BLK capabilities and thought leadership to enhance brand awareness in the Insurance space
Invest in internal relationship building across the firm in order to deliver a One BlackRock experience to clients
Partner closely with the Head of Retail FIG to help shape the strategic direction of the business develop the business plan with tactics and milestones to measure successful execution
6 years+ of relationship management & business development experience with intermediary clients
High capacity for persuasion and influence in a consultative capacity with client firms
Understanding of the organization dynamics of a retail insurance company
Ability to work across the functional areas of BLK to deliver the firm to clients as well as project manage and advance the business
CFA, and/or MBA, and/or CIMA highly preferred
Core value as a team player

BPI Trading Relationship Manager Resume Examples & Samples

The role of an RM within BPI includes conducting the business analysis and project management of large scale change initiatives
As a project manager / business analyst, responsibilities include: gather requirements, assist with product design, coordinate testing and integration, as well as deploy and support the new Aladdin functionality on behalf of BlackRock
Partner with BlackRock staff, including Trading, Investments and Operations teams to understand their workflow/processes, in order to deploy viable solutions to meet their needs
Coordinate global trade execution and processing initiatives, from a regional and global perspective, across various internal BlackRock teams
Stay abreast of the changing regulatory landscape and ensure there is a vision and strategy to develop Aladdin to meet the requirements
Participate in strategic trading initiatives across the organization. Stay abreast of market drivers and vendors competing in the various platforms/tools space

BRS Relationship Manager, Associate Resume Examples & Samples

Relationship Management: manage relationship with client’s teams to include senior management (e.g. Chief Investment Officer, Head Portfolio Managers, Chief Technology Officer and Head of Operations). Understand their business objectives and needs, and help them leverage BRS expertise to achieve their organisation’s goals
Project Management: as an extension of their client’s in-house team, work with client to create and manage project plans, coordinating resources across multiple functional areas within BRS
Build strong internal relationships within BlackRock Solutions, and the wider BlackRock globally, in support of your clients

Relationship Manager Associate Resume Examples & Samples

Drive home office partnership opportunities within the client base the RIA National Accounts team with a particular focus on RIA custodians, turn key asset management providers (TAMPs) and RIA aggregators
Work closely with Head of USWA National Accounts and SRMs on strategic business development initiatives
Meet or exceed net new business targets
Surface and execute transformational product development and product placement opportunities
Cultivate BlackRock relationships with C-level, home office and field management
Maintain an in depth understanding of the clients’ corporate agenda, initiatives and goals
Synthesize and communicate client insights and market intelligence
Effectively manage a sponsorship budget and measure ROI
Partner closely with the sales teams; align with field initiatives and be responsive to field inquiries
Drive information/data gathering and composition of internal senior management briefing documents
Travel frequently for client meetings and sponsored events
Knowledge of ETFs, mutual funds, and separate accounts
High energy, flexible, motivated individual with a commitment to excellence
Ability to represent BlackRock in a professional manner

BPI Relationship Manager Resume Examples & Samples

Coordination of business driven platform initiatives
Assist BLK Singapore in identifying, shaping and executing strategic initiatives
Take ownership to ensure projects are resourced appropriately and managed to timelines (including coordination across PAG, APG, Ops, APS, etc.)
Manage pipeline of BAU requests & support
Enforce a “no dropped balls” discipline in ensuring BLK requests are followed through to conclusion
Act as escalation and resolution point for support issues concerning Aladdin Client Services, PAG, APS & Ops
Ensure
BLK is the preeminent user of Aladdin
Aladdin is being fully leveraged across the organization and drive projects to reach that goal when it is not the case
Users are fully trained on Aladdin functionality (including specific training for new employees being on-boarded
Keep end users abreast of changes to the platform
Know and understand the idiosyncrasies of the various investment processes to best manage change
Hong Kong Portfolio Management, Trading and Business Operations Relationship Management
Proactive partnership with BLK’s business teams in Hong Kong, to define, design and deliver on their strategic platform priorities
Hands on subject matter expertise of Aladdin. Provide classroom and 1:1 support of tools and functionality, and take responsibility to manage end user enhancement requests and issues spanning multiple teams
Operate using a ‘One BlackRock’ approach to combining the wider Aladdin, technology, Operations & other platform resources to provide a coordinated and coherent global operating platform for the business globally
Ensure transparency around BPI activities and the prioritization process
Directly contribute to solutions through individual work
As part of the Aladdin strategy, work closely with BPI colleagues in Asia, EMEA & the US and the Aladdin development community. Deliver relevant requirements, testing, communication and training to your clients
3-5 years of working experience in financial services industry. Familiarity with buy-side investment management processes a plus
Communication – Clear and concise writing skills. Ability to capture business requirements and communicate them to IT development teams
Client Facing / Presentation skills – Confident and professional in front of clients
Business Knowledge – Good overall understanding of the Investment Process. Knowledge of Aladdin is a significant plus
Technical understanding - Solid understanding of the software development process. Able to translate business needs into software design ideas
Problem solving – Hands on approach to investigating and solving problems, with sound analytical basis and end to end delivery of solutions
High level of self-motivation, with a strong work ethic
Able to track and work on solutions to multiple issues and requirements simultaneously

BPI Investments Relationship Manager Resume Examples & Samples

Learn the core Aladdin suite of tools, and develop expertise in tools utilized most heavily by Portfolio Managements, namely Portfolio Construction, TradeEntry, Portfolio Monitor, RACE and PRISM
Partner with multiple Investment teams, Business Management, RQA and PAG to understand nuances of each team’s workflow/processes
The role of an RM within BPI includes conducting the business analysis and project management of large scale change initiatives, specific responsibilities include: gather requirements, assist with product design, coordinate testing and integration, as well as deploy and support the new Aladdin functionality on behalf of BlackRock
Manage prioritization of key enhancement requests and maintain up to date project information in project tracking tools
Serve as a day to day coordination and escalation contact for supported FI teams regarding platform issues
Facilitate timely risk managed resolutions to issues raised and identify repeat issues and propose action items
Ability to provide clear business requirements and liaise with APG teams to complete the vision
Participate in strategic Portfolio Management initiatives across the organization
Excellent communication and presentation skills (written and verbal)
Ability to manage and lead as well as perform hands-on tasks
5-7 years’ work experience in the financial services industry. Familiarity with buy-side investment management process and instruments
Past experience in client service role working closely with clients on product design, deployment and business process redesign desired
Understanding of the changing regulatory landscape and its impact on Portfolio Management
Excellent creative, analytical, problem-solving and computer skills with an entrepreneurial approach to large, complex projects
Technical aptitude a plus (e.g. SQL)

DIR, FIG Relationship Manager Resume Examples & Samples

Maintain and cultivate a portfolio of existing client relationships
Coordinate with resources across BlackRock to ensure seamless responses to all day-to-day administrative client requests
Partner with colleagues on the team to drive new business opportunities and solve complex client issues and challenges
Interface with client’s C-suite stakeholders, engaging the support of BlackRock’s senior management for
Proven track record in institutional client service and business development
Understanding of Financial Institutions business, specifically Insurance clients
5 years of relevant industry experience with a proven track record of driving business results
Passion for the financial markets – CFA is a plus but not required
Strong communication skills – ability to communicate complex or new ideas in a clear articulate manner both in written

Ccb-relationship Manager Resume Examples & Samples

Manage and grow a portfolio of clients
Candidates with strong current business network preferred. Develop, retain and expand relationships with Centers of Influence (COI) ie: CPA's and attorneys. Active involvement with community groups
Travel requirement: approximately 25%

Bilingual Relationship Manager Resume Examples & Samples

Manages communications with lines of business partners to ensure a unified account management strategy with client base
Knowledge of bankcard industry and procedures
Ability to enhance revenue and market share through effective use of relationship management skills

Relationship Manager, Commercial Banking Resume Examples & Samples

Specific responsibilities of the In-country relationship manager will involve the following
Be the client sponsor for all Commercial Banking (CB) relationships in the location and,
Ensure that all on-boarding and KYC requirements relating to the CB clients are compliant with local regulations
Provide the necessary oversight and local accountability to document new/revised credit facilities (if any) as well as new transactional or service activities in the local jurisdiction to conform with JPM Chase policies and with local jurisdictional requirements for credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML), etc
Perform ongoing due diligence of credit quality and client activities to ensure sufficient local knowledge content is available to support ongoing credit evaluation and decision making at the parent level as well as provide sufficient local content to meet local regulatory expectations
Maintain open, clear, fluid communication with regional MNBs in Singapore and all internal stakeholders on a need to know basis
Promote and deliver tailored financial solutions to clients via partnership with, and coordination of, all product and service teams across the firm to optimise outcomes
Establish local contact with the client’s subsidiary working closely with Regional MNBs, ICBs and parent bankers to manage and support growth of local subsidiaries of U.S. based Commercial Bank customers. Subsidiary companies can range in size from tens of millions annual turnover up to hundreds of millions (US$)
Ensure on-going local subsidiary contact and relationship to support all client requirements locally. Typical client requirements will focus on financing, risk & treasury management. Types of credit facilities range from working capital lines with parent guarantee support to syndicated transactions
As it relates to local KYC, ensure regular client visits and documentation reviews are completed as per local country & regulatory requirements
Liaise with CB KYC team regionally as well as local teams to facilitate local KYC
Keep Regional origination team members abreast of all local activities as well as market/regulatory changes if any. Where applicable under data privacy policy, copy them on all calls reports and client reviews. Actively participate in AML/OFAC surveys and ensure that all action plans with regard to risk-controlled self assessments and audit issues are satisfactorily resolved
Liaise with internal, regulatory and statutory auditors and assist in providing the data, information and supporting documents as and when required
Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including but not limited to: the immediate Commercial Banking Team, US based International Coverage Bankers, US Parent Bankers, product and service delivery partners, Investment Banking teams, Underwriters and Credit Committees, Legal, Compliance, mid and back office support teams across the firm
Promote and sustain engagement and professionalism in dealings with external stakeholders on all matters relating to business operations including but not limited to; clients, prospects, market influencers, industry bodies and associations, external legal counsel, auditors and regulators
The highest professional standards, value add approach and effectiveness in contributing to the strategic direction and performance against business objectives are expected at all times
Minimum 8-10 years industry experience with a strong command of Malaysia financial services markets, regulatory environment, corporate banking products, debt products, cash management, trade finance & derivatives
Proven expertise in credit analysis, structuring and negotiating domestic and cross border credit risk transactions, both in bilateral and syndicated formats
Self-starting with clear results orientation and a capacity to operate independently, appropriately balancing short, medium and long term objectives
Flexibility to co-ordinate and manage multiple transactions and processes contemporaneously ensuring delivery against deadlines, client expectations and business priorities
Ability to work consistently across different time zones and geographies, dealing with numerous stakeholders
Degree Qualified in Business, Finance, Accounting &/or Economics

Corporate Relationship Manager Resume Examples & Samples

Negotiates contracts needed to meet retention and consulting goals
Acts as consultant for clients, providing alternative solutions and options
Develops and implements educational programs designed to improve client'sperformance
Works with internal departments to ensure a high level of support for the client, including resolving software, hardware, and policy problems
Bachelor's degree in Business Administration, Accounting, Marketing or other related field
In lieu of degree, may have relevant work experience to include 3-5 years of account management, sales or contract negotiations
Knowledge of bankcard sales or support experience
Proficient with MS Office Suite
Strong written, presentation, verbal and interpersonal communication skills
Strong analytical and research skills as it relates to problem solving

Cib-technology Relationship Manager Resume Examples & Samples

Manages the planning, designing, enhancement and support of the current client data delivery solutions
Responsible for “voice of the client” requirements for all online and data channels
Capturing Business Process Models, Business Rules and Use Cases
Manages the client requirements for key online applications and assistance of documenting technical requirements to any custom client business requirements
Ownership of the Pre-sales functions from RFP through to client on boarding including design of the technology integration landscape
Understanding the data extract and movement capabilities of key systems used for end to end delivery for CFS solution products across businesses
Project management, monitoring and status reporting for all online a data integration client projects
Provide technical leadership to the internal business communities for online content, product development and platform capabilities
Take part in decisions affecting long range organizational goals & strategic planning
Relational Database Management Systems –Architecture Concepts and implementation approach
Experience with Industry standard messaging protocols (XML / FIX / SWIFT)

CIB Tech-technology Relationship Manager Resume Examples & Samples

Minimum 5 years of IT experience and related management experience in multiple business and technical processes
Knowledge of business and technology trends
Experience overseeing geographically distributed and culturally diverse work-groups
Knowledge of outsourcing methodologies and operating models, and working with professional services firms

Relationship Account Associate Resume Examples & Samples

Primary point of contact for the end-to-end service routines and operations process / fulfillment management for high value Commercial clients, having clear Client First focus and continuous improvement mindset to support business strategies
Works closely with assigned RBC Relationship Managers and high value Senior Corporate Market clients to build, implement and sustain client servicing needs, in collaboration with Global Transaction Services (GTS) Cash Managers, RBC Credit Transaction Management (CTM – Capital Markets)
Responsible for risk management oversight, account monitoring and control of non-lending excesses, account balance fluctuation reporting to Corporate Treasury as well as assigned Corporate Visa servicing, maintenance and administration
“go-to” contact for centre referral process and client escalations to service partners including Symcor, Corporate Investigations Services (fraud transactions) etc. Takes ownership of the problem management process ensuring quick cause and effect analysis, effective resolution and communication to appropriate management and team members to mitigate client, operational and fraud risk
Anticipates and proactively identifies process improvements, innovation opportunities and best practices. Understands full impact of end-to-end business process on the client experience and balances accordingly
Consistently reacts and adapts to hanging business environment. Pressure and urgency to deliver high level of quality service within established time frames in high profile setting
Possesses sound knowledge and understanding of related business products and services
Follows established Coaching Routines and related activity to drive high performance and enhance client experience
Superior written and verbal communication
Experience in customer service
Previous business banking experience – DDA, clearing, CBR/COB, and knowledge of cash management products
Working knowledge of applicable RBC applications; Application Launch Pad, Iris, On Demand, Service / Sales Platforms
Computer Skills: Word, Excel
Understanding of CPA rules & regulations
Prior AMCS would be beneficial
Posting end date: August 23rd 2013 ***

Fiduciary Relationship Administrator Resume Examples & Samples

Provide administrative support to various members of the FRM Team, for example, arranging appointments, booking travel and following up on outstanding action points
To produce correspondence, either from dictation, copy or audio, to a standard that complies with the Best Practice Typing Guidelines, for example, using standardised templates, correct punctuation and spelling and checking for grammatical errors
To ensure that correspondence produced by non-secretarial staff also complies with the Best Practice Typing Guidelines
To co-ordinate meetings internally or for clients and intermediaries visiting the office by booking meeting rooms, refreshments and any other arrangements required to ensure a successful meeting
To assist with general group typing, contact logging, meeting pack production, general administration and other regular client support work, including but not limited to, the arrangement of payments, completion of requests in the relevant databases, in order to deliver an efficient client service
To deal with ad hoc administration and reporting as required
Cover the absences of other team members as relevant and as required
Provide a first line support service to all clients within the FRM team, including the compilation and preparation of letters, emails and faxes
Excellent secretarial experience to include competent use of various software packages including Microsoft Word, Excel, PowerPoint and Outlook plus fast and accurate keyboard skills
Excellent organisation skills and using own initiative to ensure that outstanding matters are followed through and ability to meet deadlines
Excellent telephone manner for both internal and external calls
An understanding of the company and its operations
Must have a flexible approach and be a team player
Good command of English to correct punctuation, spelling and grammatical errors for correspondence
Excellent written and verbal communication skills with staff members at all levels

Credit Trading Relationship Manager Resume Examples & Samples

Timely preparation of transaction requests (including KYC/AML and business head processes as required) and single name strategies; including recommendations as to credit quality, proposed mitigation, and risk required
Complete due diligence with senior client contacts (on site or via telephone or email as required) as well as analysis of counterparty financial performance and industry performance
Responsible for the upkeep and maintenance of data integrity within assigned portfolio in order to provide proactive management of counterparty/portfolio risk in partnership with the marketers/originators, GRM Credit and GRM Trading Credit Risk
During account review process provide input and Account Management support to the relevant parties with regards to facility utilization, documentation status, current lines of business activities, and account strategy
Understand and assist in negotiating trading documentation including ISDA, MSFTA, etc
Maintain a strong understanding of RBC trading policies and guidelines
Maintain relationships with Capital Markets sales and trading professionals, Group Risk Management, Global Trading Documentation, and RBC Law Group in order to facilitate transaction requests and optimize business opportunities across the RBC trading platform
Complete special projects and assignments in a thorough, accurate, and timely manner
Minimum MBA and/or CFA
Some previous credit and account management experience / risk management experience
LI-DF2

Relationship Manager, Group Advantage Resume Examples & Samples

Delivering advice as it relates to RBC Group Advantage products
Identifying changes with Sponsors that present opportunities for increased business and plan participation
Proven application of business acquisition, establishing community and client relationships, and with success in business growth
Knowledge of RBC’s financial products, services, and delivery channels or equivalent experience
A strong sales orientation and a demonstrated passion for putting clients first
Action-oriented business acumen and creativity
Ability to self-manage to achieve plan
Demonstrated PC literacy including suite of Microsoft Office products (Excel, Word, Power Point)

Annuity & Insurance Relationship Manager Resume Examples & Samples

Minimum of 7 years of experience at wealth management firm, private bank or commercial bank
Functional experience in project management, sales, strategy, marketing, communications, data analytics/metrics in a leadership role
B.A. degree required. MBA preferred
Life Insurance License
Series 7 and 63 licenses
Proven people and project management skills
Can motivate direct reports and partners to action
Strong Annuity/Insurance product knowledge
Creative, innovative and independent thinker
Demonstrate positive initiative, leadership and comfort working in a fast paced environment
Ability to communicate product and sales strategies effectively to Senior Management, product areas and sales teams
Strong interpersonal collaboration and team skills including working with cross-functional teams
Strong analytical skills, performance and metrics tracking

Intern, Campus Relationship Resume Examples & Samples

Be responsible for facilitating on-site/off-site campus recruitment process
Be responsible to taking care campus candidates along the whole interview process
Be responsible for coordinating all campus recruitment logistics and stuffs
Be responsible for internal information consolidation, file filing and system support
Be responsible for assisting with travel arrangements, purchasing and other related admin assignments when needed
Be responsible for supporting campus projects and activities when needed
4 working days or above per week commitment at least 6 months
Business related major preferred
Previous Internship experience in multinational corporation preferred
Professional photo taking skills preferred
Good Communication and interpersonal skill
Quick learning ability and independent problem solving skills
Good spoken and written in Chinese and English

BPI Relationship Manager Resume Examples & Samples

Partner with multiple Investments teams and Operations teams to understand the investment workflow in order to deploy viable solutions to meet our internal clients’ needs
Work with multiple Investment teams, Business Management, PAG, RQA, Operations and Aladdin Portfolio Group (APG) teams to define priorities and help drive them forward
Coordinate and lead cross-functional projects and initiatives from a regional and global perspective to ensure a consistent Operating model
Serve as a day to day coordination and escalation contact for the investment team regarding platform issues
Own, create and maintain key documentation to support BlackRock (e.g. process flows, system maps, training materials, etc.)
Strong work experience in the financial services industry
Familiarity with buy-side investment management process
Past experience in a client service role working closely with clients on product design, deployment and business process redesign desired
Experience in implementing financial management systems, specifically Portfolio Management/order management systems and tools a plus
Very strong communication and presentation skills (written and verbal)
Demonstrated project management skills with a track record of delivering results
Understanding of service excellence
Highly proactive, willing to take ownership of issues and follow through to resolution
Detail-oriented and able to multi-task effectively
Self-starter capable of working independently, as well as ability to work with others and share information
Has the ability to be flexible and to adapt to changing circumstances and priorities

Fiduciary Relationship Manager Resume Examples & Samples

Hold an internationally recognised professional qualification, ideally an Associate of the Chartered Institute of Bankers, Chartered Accountant Associate of the Chartered Institute of Secretaries and Administrators, Chartered Association of Taxation or a member of the Society of Trust and Estate Practitioners (Category A level qualification under Jersey Financial Services Commission Regulations or Guernsey Financial Services Commission Codes of Practice)
Proven industry experience at a Management level
Maintain the minimum annual Continuing Professional Development (CPD) requirements of the held qualification and as required by regulatory authority

Relationship Manager, Corporate Real-estate Resume Examples & Samples

Accountable to business platforms and functional units as a key point for strategic business initiatives that have a real estate impact or real estate portfolio initiatives that will impact the organization
Accountable to work in collaboration as a trusted business partner with business platforms and functional units to understand their operational requirements as it relates to: occupancy needs, space utilization levels, workplace strategy, facility management & critical environment requirements
Accountable for developing and leading portfolio strategy initiatives, in partnership with CRE stakeholders & RBC peer groups, with the goal of meeting current and future requirements of business platforms while optimizing utilization
Develop a solid understanding of the assigned business platform and functional unit, proactively applying knowledge of the business with real estate expertise to provide cost effective real estate solutions
Ensure there is regular formal and informal communication with the business platform(s) and internal CRE stakeholders
Responsible for developing and obtaining business case approvals
Responsible for transition of an initiative from the strategy and business case approval stage to implementation in partnership with impacted
Facilitate issues that arise for business platforms from the real estate service delivery model
Responsible for assisting the business platform in the development of Communication and Change Management Plans
LI-SE1

Relationship Manager, SIV Solutions Resume Examples & Samples

Prepare statistical reports and analysis for Product Manager
Monitor and maintain records of client contact and queries
Provide support to the Product Manager with the rollout of campaigns
Develop and maintain relationships with internal and external clients
Maintain a relationship with key NSW immigration and government officials
Prepare pitch documents, sales campaigns and post campaign reviews
Coordinate marketing collateral, timetables and logistics for sales campaigns
Record and track sales efforts
Identify and target potential new business opportunities
Maintain client relationships both onshore and offshore
Conduct presentations to UHNW clients either individually or in groups
Deliver other areas of Morgan Stanley to clients
Develop a network within NSW to able to facilitate client requests
Proficiency at a native level of Mandarin
Experience dealing with UHNW individuals
Operations or procedure writing experience
Experience working in a retail fee business and reporting platforms
General knowledge of migration services
Analytical and commercial
Candidates must have RG146

Data Privacy Compliance Relationship Manager Resume Examples & Samples

Responsible for reviews of business initiatives that involve confidential or Personally Identifiable Information
Assist DPO team members in evaluating the impact of Data Privacy/Protection Regulations, Works Counsel/Employment Law, AML, Bank Secrecy Law, Outsourcing Regulations; identify, plan, track, evaluate and verify all related major regulatory changes
This position involves assisting in the production of executive-level reporting for various senior management levels, including status documentation and packaging of evidence/artifacts
Bachelors degree or equivalent experience required
Demonstrate a consistent track record having worked as a Program or Project -Manager on strategic cross-functional projects
Excellent organization skills, demonstrated sense of responsibility and results oriented. Excellent communication skills
Ability to respond under pressure to many demands

Citigold Relationship Manager Resume Examples & Samples

Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience
Provide regular value-added engagement with clients
Ensure all clients have a positive experience
Series 6, 63, Life and Health licenses required
High impact communication skills to effectively engage affluent consumers with ability to build rapport over the phone

Relationship Manager NRI Resume Examples & Samples

Process/Compliance Ensure full compliance to KYC, AML, Rules of Engagement
Financials Achieve growth in revenue numbers through NTB clients and growth of existing book Expected to achieve front end revenues of USD 300M in the first 12 months and meet all other financial goals of aums and NTB clients
Experience in the Investment and Wealth Management business
Strong track record in sales processes
Full FSA qualifications that meet RDR level 4 requirements as a minimum (or achieved within stipulated IPB timeframes). Candidates who do not meet the FSA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period. For individuals who do not hold RDR level 4 qualifications it is a requirement of the Training and Competence Scheme that the job holder must pass all required examinations within 3 attempts and within 12 months of commencing the role
Comfortable in handling High Net worth client relationships

Relationship Manager NRI Resume Examples & Samples

Ensure all goals (revenue, customer acquisition, product diversity) are met consistently
Ensure full compliance to Rules of Engagement
Full adherence to all KYC and AML policies Ensure full adherence to Regulatory guidelines Exhibit strong interpersonal skills and be a good team player
Ensure all certification guidelines (for both internal and external requirements) are met
Monitor and act upon proactively on attrition of clients and client assets
Undertake business development and market expansion activities and actively participate in client events
Manage and communicate effectively with clients in the UK/Europe region
Manage client relationships and build sizeable AUMs of ~USD 50MM + in a years time
Strong track record in sales processes
Full FSA qualifications that meet RDR level 4 requirements as a minimum (or achieved within stipulated IPB timeframes). Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Candidates who do not meet the FSA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period

Ipb-relationship Manager Resume Examples & Samples

Determine clients' wealth management needs and provide access to Citi's renowned research as well as to our global network of investment & foreign exchange specialists, and products to help them make intelligent decisions
To achieve individual sales targets to grow customer base, assets, and account profitability while maintaining a high standard of service quality and compliance
Degree holder with at least 4 years of banking experience
Matured personality with a high level of initiative and drive

Ipb-relationship Manager Resume Examples & Samples

Degree holder with at least 4 years of banking sales experience managing the high net-worth clients with a consistent track record
Prior experience covering the Indonesia market is essential
Matured personality with a high level of initiative, drive and motivation
As this is for the Offshore market, the incumbent must be able to communicate effectively with Bahasa Indonesia speaking clients

Mid-corporate Relationship Manager Resume Examples & Samples

Independently work with product specialists and SMEs across the bank to structure customized solutions that meet clients’ needs across borrowing, treasury management, trade, and capital markets
Develop and execute both short and long term plans to differentiate Citibank from other, entrenched competitors allowing the bank higher share of wallet and relationship profitability
Structure deals to balance risk and reward. Be adept at recognizing early warning signs and closely monitor clients to anticipate changes in risk profile. Proactively identify issues and restructures relationship to mitigate potential future risk
Some exposure to the broad array of Mid-Corporate capital markets products including high yield notes, convertible bonds and private and public equity
Must have in-depth knowledge of banking products and services typically utilized by Mid Corporate clients
Ability to structure, negotiate, and manage complex transactions
Excellent organizational skills, attention to detail, and the ability to complete assignments in a timely manner
Self-motivated with ability to work independently as well as in a team

Mid-corporate Relationship Manager Dallas Resume Examples & Samples

Work closely with Mid-Corp Relationship Managers to find solutions for clients and prospects in order to provide product specialists with qualified referrals for cross-sell
Work closely with the Loan Syndications Group and with other product partners to develop sales pitches for clients and prospects that address their financial needs
Ensure safe and sound credit and portfolio management practices are followed to promote sound lending activity
Bachelor’s degree in business (finance, economics or accounting) required; MBA preferred
Minimum 2 years of experience post MBA or at least 7 years overall experience preferably in Commercial Banking with completion of formal commercial credit training (i.e. Credit College)
Experience in serving clients in an industry vertical organization focused on corporate finance and capital markets origination is considered a plus
Ability to identify client needs and value added solutions
Must have superior communication (both written and verbal), persuasion, and influence skills that facilitate successful client pitches and proposals
Strong problem recognition and resolution skills

Mid-corporate Relationship Manager Chicago Resume Examples & Samples

Actively and independently call on clients and develop relationships at multiple levels across the client organization with a disciplined and proactive sales management process
Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information. Perform industry and geographical research and other due diligence as needed
Be familiar with Citibank credit policies and practices and regulatory policies, to assist team in achieving compliance with the above and satisfactory ratings from internal and external auditors
Some experience in structuring and negotiating bilateral and syndicated credit agreements
Experience in structuring and closing global lending solutions for clients with international presence
Ability to act independently with respect to discussions with senior management during prospect/customer interactions
Strong financial and analytical skills including the ability to read and assess financial statements, cash flow, industry and competitive analysis and projections
Highly proficient in spreadsheet and word processing applications (Excel, Power Point, and Word are preferred), including the use of graphs and charts, Salesforce and Moody’s Financial Analysis software

Relationship Manager Corporate Banking Resume Examples & Samples

ORGANIZATIONAL STRUCTURE
SPECIALISED SKILLS/EXPERIENCE
Experience in understanding the business dynamics especially pertaining to the awareness of the customer requirements
Experience in managing clients of varied products needs and complexities especially NPI, Donor flows and NBFI business segments
Understand how the various areas of the Bank are positioned to meet the challenges of various customers in the Unit

Business Intelligence Agile Relationship Manager Resume Examples & Samples

Acquires and applies advanced knowledge of the business, its products and processes
Synthesizes analyses, identifies root causes and develops and recommends key work products. Provides insight to management on issues
Manages budgets on the medium to high range of project budgets
Ensures achievement of business goals and objectives by proactively communicating with project stakeholders
Facilitates development of project plans related to schedule, budget, scope and resources. Monitors project execution to deliver incremental business value
Understands each project's critical path activities and proactively manages those to project's benefit
Collaborates on creative alternatives to project challenges; partners to drive adoption and challenge standards
Leads subject matter experts to resolve project challenges
Ability to interpret business requirements into technology specifications
Maintain relationships with client base at all levels
Laying out technology roadmaps in conjunction with Chief Technology Office teams and align all associated work with strategic initiatives and consumer technology preferences
5-7 years’ experience managing new projects in the Business Intelligence & Data Warehouse domain
Five or more years relevant business support and/or general analysis experience
Advanced knowledge of project management methodology
Advanced knowledge of multiple technical software delivery life cycles
Working knowledge of PM tools such as MS Project, PlanView,
Expertise in BI Applications and Methodologies ( i.e. SAS, Cognos, Qlikview)
Familiarity with Teradata
Self-starter, able to work closely (sometimes lead) virtual teams
Excellent communication, presentation, and coordination skills

Icg-relationship Manager for Global Subsidiaries Group Resume Examples & Samples

Good university degree
Related banking experience in marketing and credit; those with relevant experience in a similar role will be favorably considered
Strong understanding of assigned client's businesses, needs, and operating environment
Strong understanding of financial statements, financial analysis, and credit
Good working knowledge of all core banking products and services with strong knowledge in cash management, trade, and treasury products
Good understanding of the local competitive environment
Strong interpersonal and communication skills with demonstrated ability tocoordinate with virtual teams across geographies to close transactions
Strong analytical and problem resolution skills
Team oriented and good negotiation skills
Mature, professional, and objective when dealing with others
Set and achieve results with minimum support from superiors
Has an intuitive, curious, flexible, and result-oriented mindset
Assertive, driven, ambitious, and looking for challenge

Senior Pm-relationship Mgmt-business Workforce Solutions Resume Examples & Samples

College degree, specialized training or equivalent work experience . MBA or Advanced degree preferred
Experience with projects in multiple technologies, functions (e.g. transaction management, risk management etc.) and industries
Project Management Certification a plus

Gcg-citigold Relationship Manager Resume Examples & Samples

Tertiary degree, preferably in banking & finance discipline
Minimum 2 yearsinsurance, banking or private banking sales experience
Candidates with sales experience in other industries are also welcome to apply
Self-motivating with a strong sense of initiative
Excellent communication, problem solving, and customer relationship management skills

Gcg-relationship Manager Resume Examples & Samples

Establishing and maintenance of E-Commerce and Retail infrastructure documentation and processes for merchant business
Identify opportunities that best utilize Citibank’s acquiring solutions to meet prospective merchants’ requirements and managing the accounts of existing E-Commerce and Retail merchants
Working with internal and external linkages to launch E-Commerce and Retail acceptance
Management of Retail Point of Sales materials (includes management of media agencies)
Responsible for E-Commerce and Retail portfolio growth through a series of aggressive new merchant acquisition, acquisition of marketing usage deals, sales and relationship management activities including reviewing and analyzing MIS Reports for monitoring of sales performance and profitability
Attend to new or existing merchant enquiries, setting up of new merchants’ applications and acquiring of new merchants. Communicate proactively with the merchant on business issues and opportunities for contactless payments
Involved in the implementation of strategic plans for new contactless program requirements and design solutions for acquiring, growing and retaining business
Problems resolution for merchant payments, including escalation of issues to the correct department
Monitor chargeback and fraud volumes of merchant accounts and ensure follow-up programs are implemented in response to red flags of high-risk merchants
Min.2 years relevant experience in a financial industry
Good financial acumen including the ability to read and understand financial statements
Good interpersonal skills with the ability to sustain effective relations internally and externally at all levels of a large organization
Ability to read and understand financial statements
Knowledge of using Enhanced Bank Cards systems (Preferred)
Basic knowledge of Fraud Management and Risk Assessment of Merchants (Preferred)

Gcg-relationship Manager Resume Examples & Samples

At least 7 years sales experience with consistent sales performance, preferably in banking and financial services
Knowledge of and experience in selling investments and doing wealth management advisory
Excellent customer relationship management
High energy, intrinsic motivation and a strong drive to succeed
Strong communication, interpersonal and analytical skills

Gcg-business Development Relationship Manager Resume Examples & Samples

Min. 2 to 3 years’ relevant experience in a financial industry or merchant operations business preferable
Basic technical skills and a fundamental understanding of merchant/ credit card operations
Knowledge of using Enhanced Bank Cards systems
Working knowledge of Merchant Acquiring and Credit Card Business (Preferred)

Citi Commercial Bank-relationship Manager Resume Examples & Samples

With minimum of five years general banking experience and relevant exposure in commercial credit and business development
Solid experience in serving clients
Good knowledge in commercial banking products and services such as account opening, cross-selling treasury products and credit facilities
Excellent team player with strong motivation and drive to grow existing business and win new business

Ipb-relationship Manager Resume Examples & Samples

Ensure world class and personalised service delivery for clients
Focus on deepening existing relationships
Ensure full compliance with corporate policies, laws, and regulations
Achieve all goals; revenues and customer acquisitions are met consistently
Acquire new clients and build market presence
Manage and develop high-net-worth client relationships
Ensure zero PIs and high client satisfaction
Ensure full compliance to rules of engagement and adherence to all KYC & AML policies
Degree holder with at least 3-5 years experience in the investment and wealth management business
Good team player with ability to work independently as well
Exhibits strong interpersonal skills and a good team player
Strong track record in sales processes and people management

Ccb-relationship Manager Resume Examples & Samples

1) Achieve individual sales revenue, assets and liabilities targets set by the department
2) Manage a portfolio of key accounts under the MME segment of Commercial Bank
3) Identify opportunities to cross-sell the range of Cash, Trade, Treasury and Capital Markets products offered by the bank
4) Acquire borrowing and non-borrowing customers with lending propositions in the areas of trade finance, working capital loans, treasury hedging solutions and cash management
5) Perform annual reviews for his/ her allocated portfolio of customers
Deep understanding of the MME market with a minimum of 2 years' proven sales experience in Financial Institutions dealing with commercial banking segments. Self-driven individual with a pleasant personality
Penchant for multi-product sales with an understanding of banking products (assets and liabilities). A strong credit background is essential
Proficiency in both English and Mandarin as you will be required to communicate with Mandarin-speaking clients

Citigold Relationship Manager Resume Examples & Samples

Minimum of 3-8 years of experience working in a similar role
Able to understand and analyze financial statements
Able to work independently with minimal supervision to meet tight deadlines

Citibanking Relationship Manager Resume Examples & Samples

Possesses at least a bachelor’s degree in Finance, Accounting or Business Administration
2-3 years working experience in banking sales role
Outspoken, results-driven and a go-getter
Speaks fluent English; ability to speak Chinese language is a definite plus

Technology Relationship Manager Resume Examples & Samples

Supporting Securities & Funds services, Middle Office and/or Asset Management businesses experience, preferably covering Hedge and institutional products
Significant IT experience, with specialization in software development, production support, business analysis or project management
Must be Client Focused and have experience in client facing technology role
Track record of delivering results, meeting financial plans, and re-engineering to deliver cost effective and exceptional service
Strong interpersonal, communication and leadership skills
Strong organizational skills and the ability to multi-task effectively in a high-volume environment
Ability to use own initiative and take lead to devise creative solutions
Commitment to quality and attention to detail
To be a leader, and not a follower

Gcg-cpc Relationship Manager Resume Examples & Samples

Deliver holistic wealth management banking to your customers by providing access to our cutting edge products and services
Work with a team of specialists on a wide array of specialty products such as alternative investments, bonds, premium accounts, margin accounts, andtrust services
Focus on new business development as well as deepening existing relationships
Degree qualifications with minimum 5 years related experience
A proven track record of success in building relationships and developing sizeable new client relationships
Strong background in investments, treasury, insurance, banking and related advisory services
Deep knowledge of global financial markets, risk management, investment management, trust and estate planning
Highly driven and self-motivated professional
Excellent interpersonal skills with a team-oriented approach
Strong communication, analytical, and problem-solving skills

Ccb-relationship Manager Resume Examples & Samples

Achieve individual sales revenue, assets and liabilities targets set by the department
Manage a portfolio of key accounts under the MME segment of commercial bank
Identify opportunities to cross-sell the range of cash, trade, treasury and capital market products offered by the bank
Acquire borrowing and non-borrowing customers with lending propositions in the areas of trade finance, working capital loans, treasury hedging solutions, and cash management
Perform annual reviews for his/her allocated portfolio of customers

Citigold Relationship Manager Resume Examples & Samples

At least 2 years relationship management experience in retail banking field; University degree preferred
Passed HKSI LE paper 1, 7 & 8 and IIQE paper 1, 2, 3 & 5 or equivalent
Sound knowledge of banking and investment products, financial market and economic trends

Relationship Manager Russia Resume Examples & Samples

You will have managed a significant client book within your current organisation
You will meet ambitious growth targets by targeting prospects, establishing contact with potential intermediaries/introducers and participating in social events
You will create these relationships based on an existing wide network of social and business contacts as well as a thorough understanding of client needs
You will study these changing client needs individually and by segment, in addition to keeping abreast of market trends/developments

Relationship Manager Asset Servicing Institutional Clients Resume Examples & Samples

Actively supports institutional client advisors in identifying opportunities to grow partnership / cross-selling potential through systematic analyzing existing client portfolios
Provide clients with expert knowledge/up-to-date information
Monitor client KPI's to ensure profitability as well as adherence to agreed service levels
Negotiate / maintain contracts
In command of a level of seniority which enables him or her to deal credibly with institutional clients and be fully accepted as an appropriate counterpart
A strong team player, with the ability to communicate at multiple levels across multiple divisions and various regions, representing the UBS Group
Mother tongue German; excellent communication skills in French and English would be favourable

Citi Work Relationship Manager Resume Examples & Samples

Create and execute individual strategic account plans to increase the penetration of Citi products into the existing Citi@Work client portfolio
Build Citi@Work corporate prospect list aligned to Citi@Work channel segmentation with key focus to convert this entities to an active Citi@Work participant/ Supporter
Build Strong understanding ot each Citi@Work corporate existing relationship with our competitors (especially their offers and services) to ensure our Citi@Work value proposition is understood and cascaded through the organization
Be accountable for achieving new corporate acquisition targets and employee acquisition targets and Citigold new to bank clients
Work closely with ICG (Corporate Bank) and GSG (Global Subsidiaries Group) Relationship Manager to promote the Citi@Work program and benefits to their client base
Plan, manage and oversee the execution of Citi@Work road shows, events and seminars intended to deepen relationships with companies and penetrate their employee base through cross- sell activities
Liaise with internal colleagues from corporate banking, product, marketing and sales to secure new relationships and run a series of high- quality events designed to engage the employees of target companies
Provide personal and high net worth banking solutions to senior management and expatriate staff to selected key Citi@Work corporates
Work closely with Direct Sales and Marketing team on tailored Citi@Work material including brochure ware, signage, Citi@Work website and all Citi@Work touch points to ensure we maximise lead generation

Senior Associate, Relationship Marketing Resume Examples & Samples

Develop and deploy participant Communication, Education & Advice (CE&A) initiatives, with consistent methodology and structure taking into account the end-to-end execution and integration across multiple groups and functions
Responsible for managing multiple projects end to end; strategy definition through delivery and measurement
Ensure communication delivery is optimized by utilizing technology and/or repeatable programmatic solutions
Develop and support the training and rollout of programs and best practices to business partners across the organization
Identify and implement enhancement or new processes to improve programmatic scalable delivery
7 yr. experience in communications and marketing campaign development and delivery across multiple channels
Effective managing & working in cross-functional team environment
Experience with change management, training & communications
Effective communicator with strong written, verbal, and presentation skills
Proficient with MS Project *Energetic and capable of leading multiple projects simultaneously *Creative thinking and problem resolution

Relationship Administrator Resume Examples & Samples

Three or more years previous commercial construction real estate loan administration experience or construction real estate paralegal experience
Finance or Accounting experience
Three or more years previous commercial constructionrealestate loan administration experience
Understandingof regulatory requirements and credit and operational risk management
Strongability to influence, effectively collaborate and coordinate servicingactivities with a variety of business partners and external partners
Excellent organizational and time management skills with ability to simultaneously managemultiple loan disbursements, Service Modifications and competingpriorities
Technically proficient, including Windows, Excel, Word and Outlook
Solution oriented problem solving skills
Bachelor degree or equivalent preferred

Relationship Administrator Resume Examples & Samples

Two or more years previous commercial real estate construction loan administration experience
Understanding of regulatory requirements and credit and operational risk management
Ability to influence, effectively collaborate and coordinate servicing activities with a variety of business partners
Excellent organizational and time management skills with ability to simultaneously manage multiple loan disbursements, Service Modifications and competing priorities

Senior Philanthropic Relationship Manager Resume Examples & Samples

Ensures quality and timeliness of client service delivery
Accountable for client satisfaction and retention
Serve as subject matter expert for foundations within the purview of the Philanthropic Solutions group. Work with client team to deliver customized solutions
Coordinates and oversees the investment management portion of the client relationship in concert with the Institutional Portfolio Manager
Responsible for and/or assists in new client acquisition and development; managing existing relationships and building an external and internal network of contacts to derive new clients
Recognized as a highly skilled philanthropic subject matter expert and partner within the Global Wealth & Investment Management organization
Broaden and deepen existing client relationships
Convenes and leads regular client review meetings, including formal Foundation grant review meetings
Attends customer entertainment events and participates in community outreach
Identifies and manages risk within the book of business
Maintains current knowledge of developing trends in philanthropy and impact of recent legislation and is recognized as a resource by peers/partners regarding the philanthropic industry
Mentors and develops Philanthropic Officers, Philanthropic Relationship Managers and others within the line of business by sharing knowledge and experience and assisting in problem solving and resolution
Participates in line of business task forces and work groups providing peers with skilled advice
Interacts with nonprofit organizations regarding grantmaking priorities, guidelines, and proposal review process
Coordinates grant proposal review process, conducts site visits when necessary, reviews proposals, prepares and presents write-ups and recommendations
Conducts analysis of proposal applications for financial and programmatic need, staffing, funding history, etc
Oversees and reviews grantee correspondence/grant agreements and distributions
Monitors grant progress
Minimum of 5 - 10 years of related client management experience, specifically with philanthropic services (e.g. endowments and family foundations) or of grantmaking experience with a private foundation or community foundation
Charitable Trust management experience strongly preferred
Understanding of Institutional Investment Management
Advanced degree and/or a CFA, CAP, or CTFA desirable
Advanced relationship management, client service, and problem solving skills
Knowledge of trust law, private foundation regulatory and compliance requirements, fiduciary requirements and grantmaking best practices
Strong interpersonal, negotiating, and presentation skills
Ability to function as a subject matter expert for private foundations and institutional nonprofits
Ability to partner with internal teams on business development opportunities with full responsibility to represent Philanthropic Solutions in current and prospective client opportunities
Ability to support sales partners in identifying and developing new business
Depth of knowledge of fiduciary administration
Knowledge and understanding of investment vehicles and options and restraints for philanthropic accounts
Ability to work in a team environment and to be an effective partner while maintaining the ability to work independently
Understanding of risk management and mitigation in the service environment

Senior Philanthropic Relationship Manager Resume Examples & Samples

Recognized as a highly skilled subject matter expert and partner within the GWIM organization
Manages grantmaking from legacy discretionary charitable trusts focused primarily in Massachusetts
Assists clients in developing and implementing their philanthropic strategies
Manages client profitability and develops a profitable book of business by designing and implementing various strategies based on the needs and goals of each client relationship
Convenes and leads regular client review meetings
Mentors and develops PSO’s , PRM’s and others within the Line Of Business by sharing knowledge and experience and assisting in problem solving and resolution
Participates in LOB task forces and work groups providing peers with skilled advice
Minimum of 5 years of related client management experience, specifically with philanthropic services e.g. endowments and family foundations
Knowledge of Massachusetts nonprofit and philanthropic sectors highly desirable
Understanding of private foundation regulations and best practices
Advanced degree and/or a CAP, CFA or CTFA desirable
Advanced Relationship Management, client service and problem solving
Posting Date: 11/03/2014

Premium Elite Relationship Manager Resume Examples & Samples

Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all of client's trading and servicing needs
Prioritize and manage book of clients, constantly searching for opportunities to enhance client delight and advance our standing as the client's sole financial institution
Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies
Serve as the face of Merrill Edge to our most high net worth clientele, upholding the highest level of professionalism and strong, engaging presentation in all client interactions

Corporate Relationship Manger Resume Examples & Samples

Relationship management
Branch based products and services frequently used by Corporate/Business Banking customers including features, tariff/pricing and availability
Internal instructions/procedures
The roles and responsibilities of other members of the Relationship Team
Products and services offered by other areas of the Barclays Group which are frequently used by Corporate/Business Banking customers including features, tariff/pricing and availability
Certain products, processes or issues to act as ‘Team Expert’ in areas which complement detailed knowledge of other team members

Senior Business Analyst IT Relationship Manager Resume Examples & Samples

Understand the organization's IT function, infrastructure, and technology capabilities; build an IT strategic plan and linking IT goals to Business strategies
Ensure that IT delivers value to Business through ownership and management of IT programs and projects
Serve as the IT point of contact for the assigned business unit
Possess strong domain knowledge of the respective business segment
Evaluate long-term goals and align IT with Business through building relationships with stakeholders
Evaluates business requirements for applications and systems integration and service activation, while delivering new or modified software systems enhancements and/or integration solutions
Work with management and other IT staff to develop and maintain functional requirements and business process documents including: Requirements Documents, Functional Specifications Documents, Requests for Proposal, Statements of Work, Project Plans, Other Project documentation as necessary
Understands the functions provided by the current systems. Understand and accommodate the requirement constraints imposed by current systems
Solicits client requirements through interviews, workshops and/or existing systems documentation or procedures
Performs detailed analysis resulting in clear, concise and unambiguous system requirements. Requirements analysis will undergo multiple iterations and refinements
Documents detailed use cases that cover all alternate and exception flows. Supplements use cases with real world scenarios
Documents client requirements via industry standard analysis techniques such as Data Flow Modeling and Object Modeling, Case Analysis, Workflow Analysis, and Functional Decomposition Analysis
Identifies customer requirements, develops test schedules, reviews and performs testing plans, tracks and documents the development and results of these plans
Responsible for managing projects, as assigned, as it relates to: Scope, Cost, Schedule, Risk, Human Resources, Communications, Procurement and Change
Responsible for ensuring business systems are operating efficiently. This includes monitoring system activity, providing exception reporting, requesting user feedback and tracking of enhancements
Participates in the support of applications including requirements gathering, design documentation, status of issues and enhancements and system monitoring. 17.Participates in review of application development including all aspects relating to unit testing, parallel testing, implementation and documentation
Prepares business and functional requirements for software enhancements as requested by the customer
Participate with IT and business concerning vendor selection process
Participates in special projects and performs other duties as assigned including, but not limited to, training and user acceptance testing
Assist with research and other projects related to identifying current and future business needs
Demonstrates continual improvement in pm/ba skills
Competent in use of project management tools, techniques and methodologies 24.Understands products/services and shares knowledge with team
Supports departments business development/support activities
Ensure regular project related effective communication occurs, i.e.: Status report, meeting minutes, etc
Develop and manage Project schedule
Ensure the maintenance of project plans
Coordinate with project team to ensure the consistent use of project management methodologies, guidelines and procedures
Provide customers, the project team and supervisors with written and verbal communications, including project status reports and presentations
Manages sign-off process and obtains all approvals required for projects under their control
Understands products/services and shares knowledge with team
Strong written and verbal communication skills are required
At least 7 years experience in information technology with heavy emphasis on business analysis, system support, and project management in a business environment demonstrating leadership skills and managing technical staff and financial resources through various life-cycle phases (cross functional experience highly desirable)
Media industry experience a must
Demonstrated track record of defining systems that lead to increased efficiency and productivity through the use of technology
Knowledge of all phases of the Software Development Life Cycle, specifically requirements gathering and documentation
Proven analytical ability related to analysis of functional business processes
Participated in the implementation of multiple major business applications while actively involved in all aspects of the project
Full life cycle experience with both custom development and packaged application deployment including experience working within a formal development methodology
Ability to multi-task and adjust priorities based on workload and direction from management or customer
Ability to create and manage project plans
Must be highly organized and detailed oriented
Ability to handle multiple tasks in a fast paced environment
Proficient with aspiration setting, relationship strategy, client leadership, team leadership and growth, ambassadorship, and quality assurance

Relationship Manager Senior Resume Examples & Samples

Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
Has completed a corporate banking or Investment Banking Associate Training Program
· Knowledge and experience in our Western Region in our corporate banking sector
Strong leadership abilities in financial services sales and business development

Relationship Manager Implementation Resume Examples & Samples

Maintain effective relationships with internal and external partners and other key stakeholders so that we can better understand and support our partners and customers
Collaborate with key stakeholders and partners, vendors / outsourced partners to assess progress of projects & initiatives, ensuring all deliverables are achieved and all issues are clearly communicated, escalated and resolved
Carry out all aspects of new branches, relocations, and closures with a customer mindset in conjunction with branch staff
Build and maintain positive working relationships by effectively communicating and regularly sharing information, learning and knowledge with business partners and customers
Expected to have a detailed understanding of strategic processes and program/project management
Requires an understanding of TD's business objectives and strategies for clients and industry knowledge of retail and banking trends
A strong background in participating in and leading cross-functional teams including negotiation and problem resolution
Organizational awareness and impact and influence
Internal and external networking skills
The ability to develop and maintain effective relationships within CRRE and TD Regions

Relationship Manager, Construction Resume Examples & Samples

Working with in house & external design team to ensure TD standards are maintained and consistently delivered throughout all project initiatives
Provide superior support and communication to all Regional premises points of contact in partnership with the Community Director responsible for that region
Communicating with all internal stakeholders and partners and providing guidance and leadership to our third party project management service provider
The contractual hiring of consultants as well as the co-ordination of all aspects of a third party contractor bid process, including review of bid submissions and the award of contracts
Working with various teams within TD in addition to third parties, including Developers, City Planning Departments, consultants and general contractors, to negotiate, influence, coordinate and execute projects
Ensuring timely and accurate project updates are provided, and to provide escalation of risks, possible solutions and potential contingencies when situations arise
Accurate documentation of project status and monitoring of project construction costs versus approved budget and, when necessary, to make recommendations for Senior Management approval
Ensuring all capital projects are completed on time and within budget
Providing ongoing value engineering recommendations and driving process efficiencies
Up to date reporting and project analysis key in establishing industry trending and assist with future forecasting

Relationship Manager, Construction Resume Examples & Samples

Experience delivering projects utilizing a third party outsourced model and inspiring the will to win
Organizational awareness – knowing how to engage the organization to get things done, deal with complex change and enhance TD’s brand
Understanding where and how to drive efficiencies in deployment of capital
Business acumen – understanding his/her business from the ground up and the key levers that will deliver superior results
Deliver on time and on budget, new branch builds, mergers, relocations and major/minor premises projects; executing with excellence on all internally and externally managed projects
Dovetail Facility related programs into renovation strategy for best use of capital, providing guidance and oversight into the Facility Management portfolio
Track and report status of construction projects where all reports and timely and complete
Provide expertise, guidance and strategic outlook with respect to capital planning for projects
Manage established capital plans
Support the business case process by providing accurate cost estimates
Identifying and escalating any risks/conditions that may impact timeline or cost
Ensure consistency in project delivery across ‘X’ regions
Improve construction management processes and identify opportunities to decrease cost and/or timeline
Lead planning and execution of various CRRE initiatives with respect to the premises construction aspect
Develop, maintain and strengthen effective relationships with CRRE’s internal and external business partners to ensure all projects are assessed to understand the impact on the Retail space from a customer and employee perspective
Provide superior support and communication to Regional premises points of contact in partnership with the Community Director responsible for that region

ATM Relationship Manager Resume Examples & Samples

Champion of the Customer experience for the North American ATM channel by leading CSI initiatives in order to achieve annual CSI goals
Primary contact for internal partners to develop and maintain relationships across all TDBG businesses to maximize service delivery for the ATM channel
Accountable for leading all regular partner meetings with stakeholders and support groups, ensuring ATM channel is a strategic player in interdependent partner projects and initiatives. Partners include but are not limited to Retail Real Estate, Marketing, Regional Operations, Everyday banking, Debit Card Operations, Business Banking and BSC
Keep abreast of partner process improvements or new product launches that impact our business
Keep current with strategic ATM channel initiatives and develop an understanding of critical business success factors
Act as a consultant, providing advice, business expertise, and recommendations on business and/or operational processes
Participate in the development of the North American comprehensive service strategy to deliver high ATM availability and extraordinary Customer Service experience. Ensure process improvement plans are developed and implemented in areas not achieving service level targets
Champion a culture of change management to ensure business standards are embraced by staff and business partners. Ensures all business line employees are engaged in the Customer service effort
Assist with the analysis of market research on trends in consumer demand and emerging technologies as input into the product strategy/roadmap
Provide input and assistance to senior management in developing budget
Effectively manage actual business results and implement corrective programs to achieve business targets ensuring costs are minimized
Identify vendor opportunities to better serve clients and/or to reduce costs within the ATM channel
Utilizes and follows Compliance/Risk control programs
Support and assist with the implementation of company policies and procedures
Participate on cross-functional project teams and task groups, including those in support of conversion activities
Have a high degree of business acumen in terms of analyzing and understanding business decisions, highly motivated to achieve results, and a commitment to operational and service excellence
Manage a high performing team in the delivery of the accountabilities
Encourage team to achieve common goals and objectives through effective leadership of people and create an open, diverse and supportive work environment; act as a role model
Lead, coach and model a brand enhancing Customer experience with every interaction
Act as a back-up to ATM Senior Manager, Fleet Management & Service Delivery

Senior International Relationship Manager Resume Examples & Samples

This is a new role within the Business Banking segment of CMB, in line with the Group Strategy and Global MTO and therefore creates a number of opportunities as well as challenges in a competitive environment. Major challenges are as follows
Manage and grow existing portfolio of international customers whilst seeking to drive new-to-bank business
Provide leadership and guidance to junior and other RMs on international matters and HSBC’s capabilities locally and globally
It is known that customers who generate international product income streams are, on average, three times more valuable to the bank than those customers with a purely domestic product income stream
The Group has a strategic objective to become the Leading International Bank, which builds on our global network, recognises the increasing globalisation of the world’s economy and the increased value of international customers. Our Group capabilities, coupled with our understanding of local markets and cultures worldwide, help us deliver innovative solutions to our internationally minded clients
Minimum 5 years proven and progressive Relationship Management experience
Bachelors degree in business, related field, or equivalent experience
Good understanding of the international business trade cycl, forex tranactions and the business processes involved when importing and exporting and ability to apply structured bank solutions to match those needs
Ability to interact with all levels of business customers

Relationship Manager UAE Market Resume Examples & Samples

Ability to generate business through own channels and networks, build own book. Establishing strong relationship with the onshore business and close working relationship with referral markets
Source new target market clients that support the attainment of business objectives and argets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs
Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB sales processes through pre-agreed calling and contact schedule
Must have demonstrated success in a sales background within a financial services company
Good knowledge of respective operational and regulatory environment as well as cultural understanding of referral market
Team player – has the capability of performing on own but work as an effective team member, according due respect to a geographically/professionally diverse team
Language: English is a must; fluent Arabic (verbal and written) will be given additional preferences
Candidates who do not meet the FSA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period

Relationship Manager Israel Market Resume Examples & Samples

Ability to generate business through own channels and networks, build own book
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 needs
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
An ability to manage a portfolio, maximise revenues in a regulated environment and source new business through their own initiative, with team members
Sales/Relationship Management orientation
Good presentations and networking skills

Dealer Relationship Manager Auto Finance Resume Examples & Samples

Knowledge of indirect auto finance industry required
One year Consumer credit experience preferred
Demonstrated ability to establish and maintain client relationships
Preferred candidate will reside in Minneapolis, MN
Must be willing to travel 60%+ of time

Platform & Integration Alpha Strategies Relationship Manager Resume Examples & Samples

Learn the core Aladdin suite of tools, and develop expertise in the Portfolio Management applications including Portfolio Construction, RACE, GP, TradeEntry, Dashboard and Portfolio Monitor. Develop solid understanding of Aladdin's underlying technical infrastructure including the data model
Partner with BlackRock users, specifically Portfolio Management and their COOs, to understand their investment workflow/processes in order to deploy viable solutions to meet their needs
Gather requirements, assist with product design, coordinate testing and integration, as well as deploy and support the new Aladdin functionality on behalf of BlackRock. Ability to provide clear business requirements and liaise with the technical team to complete the vision
Work with multiples teams throughout the business (Investments, Operations, Compliance, etc) in support of a specific project or task to ensure that the entire lifecycle of the order and trade process is understood and supported
Participate in cross functional projects affecting multiple parts of the business
Support the Portfolio Management teams in their day-to-day usage of Aladdin
Provide training sessions for various Aladdin applications to new BLK employees as well refresher courses for Portfolio Management teams
Work closely with other support teams, namely Aladdin Client Services (ACS) and PAG (Portfolio Analytics Group) to deliver excellent client service
Demonstrated business analysis skills with a hands on approach
1-2 years work experience in the financial services industry
Outstanding academic achievement
Ability to perform hands-on tasks
Solid understanding of the trade workflow for various fixed income instruments
Basic understanding of capital markets instruments (fixed income)
Experience working closely with clients on product design, deployment and business process redesign desired a plus
Excellent creative, analytical and computer skills with an entrepreneurial approach to large, complex projects

Human Resources Relationship Manager Resume Examples & Samples

Demonstrate an understanding of the vision, purpose and strategy of the business and how this aligns with our HR strategy
Display confidence, emotional intelligence and decisiveness
5-7 + years HR Generalist experience,
Demonstrated expertise and experience serving in a consultative capacity to business leaders
Experience working across the various HR disciplines including compensation, recruiting, employee relations and talent management
Demonstrated expertise building consensus on a cross-functional basis
Experience managing a variety of employee relations issues
BA/BS degree; certifications and course work in specific areas of HR expertise preferred

Relationship Manager, Employee Giving Resume Examples & Samples

Relationship Management – Internal stakeholders and External partners
Enterprise Initiative Management and related budget management
5 years + work experience in event management or communications

Asia Pacific Central Clearing Counterparty Risk & Relationship Manager Resume Examples & Samples

Analyze proprietary derivatives and SFT transactions for clearing requirements and resource optimization opportunities
Keep the team informed of any regulatory updates related to clearing in non-Japan Asia
Assess risk and margin model requirements / deficiencies of existing and upcoming Asian CCP connections
Advise on the impacts of moving from bilateral to cleared space*LI-JG1
A university degree in Finance, Economics or Economics
Strong technical abilities and understanding of risk management & CCP methodologies
Relevant central clearing counterparty risk experience essential
Prior trading or structuring exposure preferred
Expertise in non-Japan Asia markets including a breadth of understanding both products and clients
Solid sales and trading product knowledge e.g. derivatives, interest rates, repo…etc
Excellent communication and presentation skills in English

Relationship Manager Financial Institutions Resume Examples & Samples

Drive the growth of the business through cross sales, new clients, etc
Maintain overall ownership for servicing the client on operational matters by driving relevant internal support networks
Sell solutions using a diagnostic approach and by using an in-depth understanding of client needs, commercial banking products (transactional as well as debt) and/or industry to form a holistic view of the clients business to match catch cycles of business to relevant products offered as an example
Analyse sector information (this refers natural resources as an example where a Banker will have to understand how current unrest if you will in the labour force in the mining industry, might impact a clients and how this could ultimately impact the bank’s exposure to the client), composition of client structures, financial position and share structures in order to provide the correct product solution. This involves looking at legal as well as tax implication for these proposed structures
5 years experience in evaluating and understanding complex company financials and other economic trends

MME Relationship Manager Resume Examples & Samples

Bachelor degree or above
Solid relationship building and management skills and strong credit analytical skill
Good command of Chinese and English in both oral and written communications

Relationship Manager Large Local Corporates Resume Examples & Samples

B-degree in Commerce or equivalent
Strong solution-driven person
Excellent Communication Skills (Written and Verbal)

Relationship Manager Associate NY Resume Examples & Samples

Candidate must have performed well in previous service or sales-related functions, requiring direct customer contact, demonstrating customer advocacy competencies. Must enjoy a fast-paced environment, with targeted individual, team goals and objectives
Series 7 and 63 required
Minimum 2 years of financial industry experience

Finance Relationship Manager Resume Examples & Samples

Budgeting, forecasting, reporting of actual expenses vs targets
Performs variance analyses, prepares and reviews regular financial reports with
No personnel management responsibilities
Manages financial cycles (budget, forecast, reporting packages, etc.)

National Accounts Relationship Manager Resume Examples & Samples

3 years of sales experience at the national account level
Superior knowledge of mutual funds, ETFs and industry dynamics are essential
Demonstrated experience in evolving strategic positioning to support business needs
Post secondary education or equivalent in Business, Finance or a related field
Canadian Securities Course preferred
Relationship Management (Proficient)
Sales & Service ( Proficient)
Business Acumen (Working)
Conflict Management & Resolution (Working)
Environmental Understanding (In-depth)
Problem Solving (Working)
Technology Understanding (Working)

BPI Relationship Manager Resume Examples & Samples

Manage improvements to process and platform
Process definition and problem resolution
Solutions design
Technology implementation
Product development management
Navigate across departments and engage cross-functional project teams to achieve results
Alternatives products experience
Technical expertise
Ability to liaise with executive partners across multiple departments and regions
Knowledge of Aladdin platform preferred

Icg-relationship Manager Resume Examples & Samples

Strong understanding of financial statements, financial analysis, credit and risks
Ability to prioritize multiple tasks and/or customers, balancing between revenue motivation and risk/control efficiencies
Strong time management skills, by effectively utilizing Citi's internal system platform, with a sense of urgency
Team player with excellent communication and interpersonal skills, and ability to work effectively within the GSG Singapore team and the global organization
Strong negotiation and closing skills until the deal conclusion
A proven successful track record in a relationship management role is preferable
Proficient in MS Word, PowerPoint and Excel
Bachelor degree required and Master degree or equivalent preferable
Overall banking experience of 5-8 years, of which 2-3 years of client coverage experience is preferred

Account Manager Relationship Resume Examples & Samples

Deep understanding of client dynamics and needs
Ability to leverage the full potential of BlackRock’s capabilities to address and solve client specific issues
A facilitator not a gatekeeper – encourage and foster dialogue with client for other groups within BlackRock
Work with Global Consultant Relations to deepen relationship with field consultants
Defence work (meetings, conference calls, mailings) for strategies where performance is (temporarily) suffering
Focus on cross-selling with the other business, in particular iShares and Retail (where applicable)
Working with the Head of Institutional Sales in defining the sales strategy in the market segment and the sales managers in Germany to drive the business forward – occasionally interaction with sales manages in other European countries
Intensive cooperation and information sharing with other sales managers for institutional sales in Europe, as well as with other product lines such as BlackRock retail funds or iShares ETFs
Working with the Head of Institutional Sales regarding the regular preparation of budget figures
Joint responsibility for implementing the strategy and adapting it to changing market conditions
Client relationship management and business development role for German institutional prospective and existing clients (incl. key clients)
Provide information to institutional clients, such as: market views, performance of the mandate being managed by BLK, etc. and supporting the contracting entities in handling any client complaints in the most effective way
Coordination of communication process for the conclusion of a contract with Account Management Services, BlackRock Legal, BlackRock Compliance, BlackRock Portfolio-Management and the KAG (Kapitalanlagegesellschaft)
Develop extensive knowledge of the German and Austrian market & prospect client base and their regulatory needs
Extensive market experience
Broad asset class and capital market knowledge
Track record in sales/cross-selling/up-selling
Capable of effectively using internal systems, particularly Aladdin and internal CRM system
Deep working knowledge of BlackRock capabilities and key products spanning all asset classes
Ability to represent BlackRock externally at client conferences/industry forums

Relationship Manager, Chatswood Resume Examples & Samples

Cross-sell and up-sell the Citigold client portfolio through proactive prospecting calls and activities
Investment sales experience
Analysis/ problem solving skills
Service Quality
Building positive, long term relationships with Citibank's clients
Mandarin and/or Cantonese language skills are welcomed

Citi Commercial Bank-relationship Manager Resume Examples & Samples

Tertiary level education with solid banking experience
Sound knowledge of the local market and relevant contacts
Excellent selling and interpersonal skills

Citibanking Relationship Manager Resume Examples & Samples

Candidate must possess at least a Bachelor’s Degree, Post Graduate Diploma, Professional Degree or Master’s Degree in any field. Additional professional accreditation like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) or Persatuan Pasaran Kewangan Malaysia (PKKM) would be an added advantage
Minimum of 3 years experience in banking and/or investment industry
A team player
Enjoy meeting people
Fluent written and spoken English. Ability to speak in Mandarin / Cantonese is an added advantage

Automotive Commercial Account Relationship Manager Resume Examples & Samples

Sales (new and existing) - prospecting and lead generation, sales meetings and discovery sessions, sales planning and reviews (65%)
Portfolio Management and Risk Mitigation – reviewing financial statements for trends, risk monitoring and assessment, credit restructuring (25%)
Service – dealing with major issues and escalations (5%)
Training – personal development, formal and informal learning (5%)
Must have proven track record in sales and business development and exceptional client relationship management
Some experience in banking and commercial automotive lending preferred
Sales and financial advice skills: pre-call planning, negotiations, client discovery/active listening, contact management strategy, objection handling, closing the deal and asking for the business, solutions structuring and option creation, cross-selling, conducting sales calls, making presentations, leveraging the relationship team and effective communication
New client acquisition skills: pitching the value proposition, development/networking, lead generation and qualification, initial customer contact and cold calling, asking for referrals and time management
Credit skills: assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
Industry and product knowledge: deep products and services knowledge dependent on industry specialization, ability to have conversational competence on all solutions and partners, ability to stay current on industry trends and events and networking
Relationship building skills: the client’s business strategy, the value of the company to RBC, the client’s expectation of RBC, the sales and service teams who will interact with the client and key decision makers
LI - SH1

Senior Investment Relationship Manager Resume Examples & Samples

Minimum 3 - 5 years of investment, trading and brokerageexperience required
Series 7 and 63 licensing required
Sound decision making skills with ability to manage risk andoverall client experience
Strong interpersonal skills and the ability to work in a teamenvironment
Ability to handle multipletasks in a dynamic environment

Relationship Administrator Resume Examples & Samples

Play an active role in the CEO’s client relationship management, including the daily review of client meetings scheduled in the New York office
Work closely with the CEO in planning meetings and travel schedules for regional office visits to help enhance business contacts during trips
Use CRM software to manage relationships and track interactions to increase CEO’s reach with clients, prospects, employees, board members, intermediaries, and regulators
Write effective drafts of client communications (e.g., new business letters, thank- you notes)
Build positive relationships with colleagues across the firm
Handle incoming calls to assess the urgency of situations and determine necessary involvement of the CEO or another member of senior management team
Maintain updated lists of all boards and internal committees
Maintain a frequently changing calendar and contacts in Outlook
Manage a part-time administrative assistant who is primarily responsible for expense reports, travel arrangements, filing, and meeting requests, oversee their work, and provide feedback; occasionally perform administrative support, as needed
Minimum five years of successful experience in client-focused environment
Demonstrated ability to prioritize and manage multiple assignments
Ability to work well in and contribute to a team environment
Excellent attention to detail and uncompromising commitment to quality
Proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
Flexible to work overtime, as needed

NRI Relationship Manager Resume Examples & Samples

Bilingual – Any Indian language (Hindi, Marathi, Gujarati, Tamil, Telugu, Punjabi)
3-5 years of prior banking and customer service experience
Basic proficiency in Microsoft Office related packages
Team player with the openness and willingness to learn
Positive/can-do attitude

Group Solutions Relationship Manager Resume Examples & Samples

Manages sponsor relationships for existing Group Solutions plans
Delivers advice as it relates to Group Savings, Group Retirement Solutions and Group Banking while identifying and making referrals to the Mortgage Assistance Program
Completes Annual Review which includes discovery, confirm and documents sponsor goals to ensure the current program aligns with the unique needs of the sponsor and makes amendments as required
Maintains expertise as it relates to Group Retirement and the Pension industry trends, regulations, and competitive environment to ensure clients are receiving advice tailored to their needs
Builds and maintains a strong network of internal partners including Integrated Markets, Career Sales Force, Private Banking, Commercial Financial Services and Dominion Securities, in order to promote advice events at the sponsor workplace and one on one onsite advice meetings with RBC staff
Introduces and refers clients to the capability of other and channels sharing the Group value propositions and making referrals to make sure clients benefit from the full range of RBC solutions (Branch, Career Sales Force, Dominion Securities, Commercial Financial Services and other partners)
Organizes and participates in community and corporate events to build awareness of Group Solutions
Leverages a variety of tactics including information sessions at the employee level to support the plan and to promote the employer program in order to maximize opportunity and increase participation rates after initial launch
Works with the Group Consultant to develop and execute program launch event(s) for implementation for Sponsors to sign up employees onsite for new savings and banking plans
Develops a comprehensive plan and routines to maintain contact with sponsors and key decision makers in order ensure retention of the Group program
Partners with the Group Consultant to build support model of in-market teams to seize employee banking opportunities
Confirms satisfaction of employer and is the main point of escalation for all client issues
Ensures sponsor is fully anchored with local RBC branch for ongoing employee engagement
Sales skills including client relationship management, discovery, negotiation and closing skills
Knowledge of RBC’s financial products, services, and delivery channels
Knowledge of Group RRSP, Group DPSP, Group Investment Account,
Depth of knowledge of Employee Benefits programs
Knowledge of Group Client agreements and client documents for plan set up – fact sheets, plan overview, proposal documents
Ability to design and customize Group Solutions plans to meet the unique needs of the sponsor. Ability to analyze current plan situation in order provide alternate solution and close the deal
Full knowledge of Group Solutions tools and resources, including learning resources, policy and procedures library, sponsor database, marketing central
Excellent written and oral communication skills sufficient to deliver presentations and proposals to sponsors, employees, RBC partners, and within the external market to prospects and at community events
Ability to conduct information session on site to employees
Strong knowledge of competitive offers and activity within the market
Certified Employee Benefits Specialist Certification - Relevant Courses
Client Impact
Sales Acumen
Execution Excellence
Bilingual (English/French)
LI-JW1

Bilingual Relationship Manager Resume Examples & Samples

Actively market and originate multi products (Loans, TTS, Markets) and services to key decision makers and influencers of broad range of Institutional clients and prospects; managers and assigned set of relationships
Gain a comprehensive understanding of the different industries and market environment, as well as the clients’ financial condition and management, ability to gain good understanding on segments of the industry and the marketplace
Interface with Credit Risk Management Unit in the analysis of client’s credit aspects and approvals
Find ways to add value to the client with the Product Specialists and Transaction Banking Sales Officers where applicable, to develop solutions to the customer financial needs
Implement the relationship plans through the effective use of the bank’s resources (i.e. to coordinate the appropriate calling efforts of the bank’s resources including management and product groups
Devote 65-75% of the time to market/identification of new business opportunities to visit clients / prospects
Provide business credit officer approval initial in Annual Reviews
Acquire new clients that comply with Citi’s Target Market Criteria
Monitor and approve (or recommend for approval if not a credit officer) transactions and/or overdrafts
Develop a client plan and a relationship strategy with each client and qualified prospect
Prepares and negotiate acceptance of proposals of terms & documentations
Primarily responsible for maintaining the clients’ credit files updated at all times
Ability to manage large transactional portfolios. Handles relationships with Regional & Local CFO/Treasury levels
Excellent Good multiproduct origination ability (i.e. TTS, FX, Derivatives, Lending, Other)
Evaluates the credit worthiness of a client and appropriately quantifies and assesses risk/reward tradeoff
Identifies and escalates compliance and control issues as appropriate
Acts in accordance with the trends of the local financial markets, banking industry and regulations
Delivers difficult messages on a timely basis and without harming relationships
Anticipates problems before they arise and is proactive in addressing them
Bachelor's Degre in Finance and/or Accounting reqired, MBA Preferable
Fully Bilingual (English & Spanish)
Candidate must have a minimum of 7 years of experience within the banking industry and least 4 years as Relationship Manager with solid experience in credit structuring and analysis
Candidate should be able to lead complex syndicated credits relationships in multiple industries, primarily Real Estate sector (i.e. construction, stabilized commercial and residential properties)
Strong Sales and Cross Selling experience
Negotiation skills to deal with external counsels and clients
Experience in Business Development
Able to structure complex credit deals
Strong knowledge on Real Estate legal documentation
Strong Interpersonal Skills at different managerial levels
Strong analytical skills; Quality and Service oriented
Team Player; able to work under pressure
Ability to maintain professional relationships with top management; flexibility to work overtime. Able to be proactive and organized
Computer literate, proficiency en MS Office

Commercial Card Relationship Manager Resume Examples & Samples

Minimum of 5 years working experience, preferably from a financial services institution, MNCs or credit card industry
Minimum of 1 year sales experience in the financial services industry
Creative, proactive and self-monitoring
Ability to partner up and influence

Citi Commercial Bank-head of Relationship & Service Support Resume Examples & Samples

Tertiary level education with minimum 8 years of relevant banking experience
Solid background and knowledge in credit admin, operational and servicing process
People management and team leadership experience a definite advantage
Strong ability to work with different teams across functions
Excellent interpersonal skills and a team player
Fluent in English and Cantonese. Mandarin a definite advantage

Portfolio Relationship Manager Resume Examples & Samples

4 - 8 years of prior portfolio management or investment management experience
BA/BS in Economics, Finance or other business related program
CFA or seeking CFA; CFP and / or MBA also attractive
Strong written and verbal communication skills
4+ years experience working in open architecture

Senior Relationship Manger Resume Examples & Samples

Keeps abreast of market trends and continually updates knowledge of latest industry, financial and economic developments
Maintains an intensive marketing and sales program to ensure that all opportunities are explored and capitalized on with assigned portfolio of clients
Manages deal execution process end-to-end
Effectively analyses and manages risk related to assigned portfolio with a view to improving the Bank’s risk/reward exposure
Liaises with Risk Management for effective processing of Credit Reviews and Approvals
Involvement in budgeting process and continuous monitoring of client revenue
Masters from a recognized University in Business or a related discipline
A minimum of five (5) years-experience and skill set developed through an understanding of all aspects of the business
A strive for Excellence
Good interpersonal skills to work as part of a team
Self-motivated and driven
Experience in marketing of products including cash management services, loans, capital markets, derivatives, project finance, syndicated loans and advisory
Strong background in credit risk, compliance and operational risks
Any other equivalent combination of qualifications and experience

Assoc Relationship Manager, Investments Resume Examples & Samples

In-depth knowledge of Asset Management products and services usually acquired through training and experience is required to support products for the client
Analytical and organizational skills are required to research and resolve inquiries and to manage conflicting priorities and workflow
Negotiation skills are required to recommend enhancements or cross sell products and services
Leadership skills are required to champion initiatives and assist in the development of partners and peers
Experience with contact management systems , PowerPoint and Adobe Writer a plus
Series 7 and 63 licenses a plus. (Those who come into the role without this registration are required to obtain these licenses within the first 90 days of employment.)

Gcg-caw Relationship Manager Resume Examples & Samples

Tertiary degree
Advanced sales & negotiation skills
Strong presentation & communication skills, written & verbal
Enhanced Microsoft Office skills

Data Privacy Customer Relationship Services Manager Resume Examples & Samples

IAPP Certified International Privacy Professional certification desired
Demonstrate a consistent track record having worked as a Program or Project Manager on strategic cross-functional projects
Excellent organization skills, demonstrated sense of responsibility and results oriented. Excellent communication skills. Relationship builder and team player
The primary responsibility of the Privacy Client and Relationship Services (PCRS) Manager is to assist Citi businesses with reviewing global, regional and local/country business initiatives that involve the use, collection, storage, and/or cross border transfer of country data that contains confidential or Personally Identifiable Information (PII)

100

Relationship Client Service Manager Resume Examples & Samples

7) Ownership for institutionalizing Best Practices consistently across their client base
8) Ensures that risk is managed across Service and Delivery. They are responsible for ensuring that an incident is logged, where appropriate
10) Ensure timely delivery of client invoices and reporting on overdue invoices
13) Monitor the timely completion of documentation for Tax Reclaims and escalate delays

101

Relationship Manager for Levant Markets Resume Examples & Samples

Implement a clear strategy for developing client base, Net New Money and long term client relationships
Provide high quality strategic investment advice (incl. One Bank and multi booking)
Ensure that all required prospect/client information is available
Retain the responsibility for the client relationship development with a main focus on strategic advice
Keep the responsibility to deliver the UBS Client Experience and ask for client feedback
Work in close collaboration with the relevant teams by applying clients' needs in order to jointly develop an appropriate investment strategy
Take the responsibility for all prospect/client relationships to meet all legal and regulatory requirements, UBS guidelines and policies
Leverage the entire bank and proactively promote multi-shoring services, the Investment Bank and Asset Management offering
Involve Relationship Manager, Investment Advisors and Specialists of other divisions and share Best Practices with other Relationship Managers, and Client Advisors

102

Toms Fixed Income Relationship Manager Resume Examples & Samples

Leading efforts in implementing sales initiatives to engage customers to continually partner with the TOMS business
Creating account plans and strategies to support and increase the presence of TOMS
Developing and managing key customer relationships with decision makers and key people with influence to gain strategic positioning within an assigned account to maximize sales opportunities
Collaborating with the Business Management Teams to develop the Bloomberg TOMS value proposition by collating market and customer intelligence
Providing exceptional customer service to the business and end-users within the account
Achieving sales targets in core and designated ancillary products by identifying and assisting to close new sales opportunities within the account
Working within the customer base to design and execute gap analysis
Gaining strong understanding of customer's technology and workflows
Understanding key competitors and position our products' advantages
Minimum of 4+ years of client relationship management and/or sales experience
Strong experience across the Fixed Income asset classes, including a solid understanding of the full life cycle of a trade
Order Management System or electronic trading industry knowledge
Experienced interacting with senior Trading, Sales, Middle and Back office, Technology, E-Commerce and C-Level Executives
Ability to communicate using technical trading concepts
Strong business acumen with a demonstrated knowledge of identifying potential value creation and new prospects, as well as building and maintaining solid client relationships
Project management, organizational, and planning skills
Proactive, goal oriented individual with superior verbal and written presentation skills
Aptitude to excel in a fast paced, rapidly growing environment
Must of have knowledge of Bloomberg terminal
Knowledge of TOMS a plus

103

Investment Relationship Manager Resume Examples & Samples

Experience with advanced trading strategies, options, fixedincome, and margin required
Confident and engaging presence
Knowledge of the Enterprise platformsa plus (US Trust, BAC, Advisory)

104

Relationship Service Specialist Resume Examples & Samples

Continuous exemplary prioritization of Customer and Sales inquiries, for their assigned Customers and Sales Teams, is required, based on relationship exposures and business needs, to ensure timely and satisfactory delivery
Responsible for all phases of complex commercial end-to-end servicing for Liability, Cash Management, and Foreign Exchange (FX) requiring ongoing proactive client interaction, both on domestic and international business activities
Assessing internal/external customer issues/challenges and achieving resolution. Senior RSSs deliver extensive support with advanced/tailored product solutions for multi-faceted business needs that are inclusive of GTS and International Clients
Utilize expert business, industry, and operational knowledge in addition to frequent client interaction to identify value added products and client solutions for cross-sell opportunities
Provide input and decisions on Cash Management, Liability and Foreign Exchange by consulting on policy compliance, operational constraints and service performance risk
Integrity of account opening / on-boarding activities and documentation, specifically for Regulatory, Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance and to ensure timeliness of account setup and data quality
Comprehensive execution of this position requires on-going judgment and subject matter expertise to ensure compliance is maintained within Global Banking Policy, Anti-Money Laundering and Know Your Customer requirements
Ensure legal, regulatory and operational control requirements are maintained across their assigned diverse complex customer base on an ongoing basis
Perform Risk Controls Self Assessments (RCSA) testing to ensure dynamic controls
Leveraging Customer feedback and industry experience, Senior RSSs provide advanced consultative support regarding product terms and conditions and needed competitive market enhancements
Serve as acting manager when their manager is unavailable
Provide guidance on the direction and development of organization wide process improvement programs
Provide leadership on taskforces whose mission is to achieve our goal of bringing service to the next level
Help identify the source/cause of significant customer issues so that they can be eliminated
Acts as Subject Matter Expert (SME) for Liability, Cash Management and Foreign Exchange products and services to deliver a “best in class” client experience by managing internal/external client expectation and delivering swift problem resolution
Independently resolves internal/external client inquiries/investigations and contact senior partners for escalations
Complete new account processing for Liability, Cash Management and FX
Develop and maintain a clear and consistent understanding of Liability, Cash Management and Foreign Exchange documentation
Responsible to independently analyze and deliver timely quality solutions based on internal/external client needs
Review and execute account opening documents and monitor discrepancies and exceptions
Independently prioritizes servicing for assigned customer portfolio and Sales RM based upon their evaluation of the importance of the transaction to the customer and Bank
Run and independently analyze credit inquiries (TRW and D&B)
Document issues and providing viable solutions
Management intervention only at the request of an RSO when in their judgment escalation is needed to address an unresolved conflict or an exception process approval is required. Assist manager in assigning and monitoring flow of work in the department. Independently reviews, audits and decisions daily Online Overdraft (OLOD) reports. Contact clients as necessary to approve and process overdraft up to RSS authority limit
Technical Skills/Technology
Independently maneuvers through all applications, tools, and databases used to process transparent end-to-end top client support
Advanced knowledge of systems related to Cash Management and Liabilities (Citismart, SI, WCM, Pep+, BABO, Citidirect, Citichecking, etc.)
Ability to coordinate and provide remote servicing in a Continuity of Business (COB) environment with no supervision
Possess highly developed knowledge in key systems with the ability to train and coach RSOs (Analyst I)
Relationship Servicing
Assigned an exclusive portfolio of top 85 clients and $6 million in CNR whose service and product needs are diverse in complex structure
Independently and proactively interacts with the internal/external clients regarding overall relationship needs by phone or place of business calls
Determine the need for timely engagement with the assigned RM or National Sales Specialist
Partner with internal business units to handle investigations and problem resolutions
Conduct proactive visits and outbound phone calls to clients for service checkups and to evaluate their additional business needs
Proactively review assigned portfolio with Relationship Managers to provide any status updates
Autonomously approve refund of fees and service charges within delegated authorities
Controls
Engage with senior partners on all compliance, controls and escalation issues
Document, track, and resolve complex client service inquiries and investigations via an internal tracking system and keep relationship manager informed on progress as needed
Perform within resolutions and quality standards as defined
Review and approve immediate credit for RSO (Analyst I) between $5M - $25M
Coordinate and represent Business initiatives outside normal business hours including weekends for mandatory COB testing
Responsible for performing independent RCSA control testing nationally
People Development/Management - Supervisory
Seek and disseminate to share with peers best practices for streamlining and standardization for enhanced service
Provide Subject Matter Expertise (SME) within the regional team based upon specific product knowledge (GTS, Cash Management, Liability, FX, etc.)
Serve as acting manager when manager is unavailable
Lead and represent the overall team on projects and initiatives
Coach and mentor other RSOs (Analyst I)
Lead and conduct training for RSO team to enhance service skills

105

Human Resource Relationship Manager Resume Examples & Samples

Understand the competitive landscape, market trends and best people practices of the industry
Build credible relationships with key management, business stakeholders and peers globally by combining commercial and HR expertise to add value to the business
Influence key stakeholders and challenge as appropriate
Use a range of analytical tools, personal experience and business understanding to generate compelling insights
Leverage insights from data to contribute to the business partnering strategy and to make the organization more effective, e.g. talent acquisition, retention strategies, and employee development
Provide guidance to managers on how to effectively manage change within the organization, such as department reorganizations, leadership changes, role restructuring, mergers and acquisitions
Ensure appropriate population of high-performing and poor-performing employees is identified and managed
Investigate and resolve employee relations issues in accordance with company policy, local legislation and business needs. Make suitable recommendations for the level of action required. Anticipate potential risks and take appropriate action to mitigate them
Support clients in the execution of Bloomberg's evaluation and compensation process
8-10 + years HR Generalist experience, preferably in financial services, investment banking or technology industry
Demonstrated expertise and experience serving in a consultative capacity to senior business leaders, shaping organizational strategy, goals and alignment
Experience working across cultures and in a matrixed environment strongly preferred
Ability to execute firm-wide talent initiatives with excellence in a fast paced, global collaborative environment; commitment to innovation and continuous improvement
Familiar with HR reporting and experience analyzing and presenting findings and reports back to the business as well as tracking and disseminating key HR data

106

Emsx Relationship Manager Resume Examples & Samples

Experience in either the equity or derivatives markets, preferably from a front-office perspective
Knowledge of trading needs and FIX connectivity
Ability to understand, interpret, and develop the requirements of our clients into action plans, and to convey these plans to our product team
Familiarity with OMS and EMS software is a plus
Sales Engineer, or Technical Sales experience a plus
Products sold and supported in this role

107

Affluent Relationship Manager Resume Examples & Samples

Candidate should develop and deepen client relationships to thoroughly understand the client needs
Develop and adapt a disciplined sales process to convert a robust pipeline of prospects into target market clients
Deliver quality client relationships (solutions and services) in a intensely competitive, fragmented market, taking fullest advantage of the Citibank franchise. Effectively access product expertise on behalf of clients
Strong Team work skills
Entrepreneurial skills
Full knowledge of Anti-Money Laundering and Know Your Customer requirements for Non-Resident Aliens
Fully Bilingual - Spanish and English (verbal and written)
Ability to sell and explain banking and service products instruments

108

APS Index Relationship Manager Resume Examples & Samples

Basic knowledge of index fund structures and Financial Markets. Keen to gain expert knowledge of numerous asset types (Fixed Income, Equity, Derivatives, and etc.)
Identify and organize project tasks, facilitate client and team meetings
Resolve project roadblocks, identify and manage project risks, detect unstated assumptions, resolve conflicts, escalate issues appropriately and concisely report project status to clients
Build strong working partnerships with internal clients, addresses client demands with a sense of urgency and manages expectations
Facilitate and drive prioritization within BLK, iShares and BRS business units
Provide superior client service, through defined Governance, engagement models and defining client offering
Familiarity with index/benchmark data and relevant providers such as MSCI, S&P, FTSE, Barclays (Legacy Lehman and Barcap) and Russell
Prior experience with data mapping, process modeling and evaluating for best practices including, implementation of robust and scalable processes
Understanding of Vendor Methodologies/Benchmark Construction experience, including composites
3+ years’ experience in gathering and developing detailed functional requirements or equivalent experience
Experience working in an investment management environment
Knowledge of SDLC and testing best practices (system, integration, and unit testing)
Proficient in Unix, Perl desired
Business process modeling skills
Strong critical reasoning skills
Desire to deliver world class client support
Enthusiasm for learning

109

Relationship Manager Israel Resume Examples & Samples

Adherence to a robust control environment within which staff carry out their duties, ensuring effective self-monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work
Strong negotiating and influencing skills
Communication skills (both oral and written) in at least English and one other language to suit the markets covered
Nationals with the requisite qualifications will be given preference as well as local market experience
Language: English is a must; fluent Arabic (verbal and written) will be given additional preference

110

Technical Relationship Service Representative Resume Examples & Samples

Provide 1st line client production support
Partnering with account management in our buy-side and sell-side businesses to provide proactive engagements with existing client base in Australia
Achieving targets and metrics with clients (generating leads, assisting in closing add-on sales and tangibly reducing support costs)
Understanding key competitors or alternatives and successfully protecting against displacements

111

Tsci Technical Relationship Service Representative Resume Examples & Samples

Insightful grasp of how system integration and technology can enhance and create solutions in the Trading Space
Japanese Language (both written & spoken) a must
Provide 1st line Client Production Support
Partnering with Account Management in our buy-side and sell-side businesses to provide proactive engagements with existing client base in Australia
Ensure a smooth client life cycle experience, from project implementation to production support

112

Human Resources Relationship Manager Resume Examples & Samples

Leverage findings from data to contribute to business partnering strategy and to make the organization more effective, e.g. talent acquisition, retention strategies, and employee development
7+ years' experience in a Generalist role required or equivalent HR experience
Proficient knowledge of labor laws including FMLA, ADA, Title VII and local laws required
HR certification or graduate degree a plus

113

Citibusiness Relationship Manager Resume Examples & Samples

Establish an effective mechanism to generate SME market intelligence from field sales force
Achieve SME sales target by sector, segment and product
Maintaining SME customer contact and leads
Establish effective mechanism for providing promotion, direct mail, telesales and sales training for both sales team and their customers
Have 5 – 8 year experience in effectively personal of customer focused in SME Banking products
Good understanding of maintaining customer contact and leads
Strong leadership, results oriented, hard working, highly motivated and ability to work under pressure

114

VP of Operations / Relationship Manager Resume Examples & Samples

Establish, maintain and support robust client relationships with key accounts for business, meeting regularly with principals locally and at group level to drive client satisfaction and retention
Design outreach strategies with key stakeholders and association to position business well against competitors
Develop and report on metrics to manage performance of account management staff to drive business success. Inspect performance by participating on side by side visits with account managers as well as participate on service calls
Participate on senior team overcoming obstacles, helping craft strategies for business success and representing the vision to all associates through townhall and group meetings
Lead regional team of 30 associates with direct reporting relationship with CVR Directors of Operations, CVR State Managers and, Inventory Manager. Drive results through influence and direct responsibility for delivering annual revenue, install and loss plans to ensure CVR achieves annual business objectives as submitted to corporate. Set expectations and manages direct reports to ensure prioritization of key initiatives and business practices that result in maximum utilization of CVR products and services; quality installs completed within 90 days of roll call; regular tracking of transactional data to drive positive reconciliations and increased revenue; inspection of Implementation Consultants' activities to ensure that goals are met and client relationships are cultivated to drive loyalty
Hire, train, and coaches Directors/Managers and Account Executives
Interface with R&D, Client Services on all new product or client-related topics to keep CVR functionality competitive and of high value to the marketplace
Collaborates with key stakeholders to standardize business processes and procedures across CVR
Only local Southern California candidates will be considered
Up to 50% local and overnight travel required
Bachelor's degree in Business Administration, Finance or Marketing
12 years minimum experience leading large regional teams in auto retail industry
Extensive experience as a Relationship Manager with demonstrated ability to influence decisions of Executives, Government Officials and Dealer Association leadership
Critical Skills
Must be able to develop and test business hypotheses in order to continuously improve the business. Must also be able to make fact-based decisions using available data
Must demonstrate strong leadership skills and presents internally and externally
Must have a competitive, "Can do" attitude with a strong desire to succeed
Strong people skills with the ability to build critical long lasting relationships
Must not only develop talent of direct reports but also ensure that similar actions are taken downstream in the organization
Must be able to deliver effective business updates/presentations, effectively communicate and motivate external clients, associates, business partners and executives at all levels of the organization
Leadership Characteristics
Visionary with strategic mindset - seeks out new and missed opportunities
Highly intelligent, with outstanding communications skills to influence internal and external customers
Leadership ability to build and lead a strong team that can achieve the highest standards of performance
Results-oriented; high sense of urgency and energy
Executive presence, with strong functional expertise
Creative yet analytical - uses data to support and drive recommendations

115

Senior International Relationship Manager Resume Examples & Samples

Customer Focus – Level D - Champions the development and delivery of initiatives to deliver outstanding customer service and improve customer advocacy
Proactively leads research into external markets and competitors to identify and share ways to differentiate and deliver value to our customers in line with HSBC strategy
Promotes the most appropriate and sustainable solution for our customers even when this may not be the most profitable short term solution for HSBC
Deepens customer insight by gathering information from many sources and uses it to shape HSBC’s approach to our customers
Understanding Markets and Customers – Level C - Knows and understands the local and/or international financial services industry in commercial, socio-economic and political terms
Analyses and interprets the changing external regulatory framework for their business segment
Analyses, understands, interprets and communicates what is happening in the marketplace across their customers and business segments
Uses their knowledge of their customers and the marketplace to achieve their targets and HSBC's goals and help others do the same

116

Relationship Business Development Officer Commercial Mortgage Broker Resume Examples & Samples

Position requires a minimum of five years loan production experience or equivalent experience underwriting for and placing loans with institutional investors
Knowledge of basic real estate law and/or contracts is desirable
Individual must be hard-working, self-motivated and have excellent sales and communication skills

117

Midstream Relationship Manager Resume Examples & Samples

Bachelor's degree in Business Administration, Finance, or equivalent
Minimum 5 years of banking experience with a minimum of 3 years in the Midstream/Upstream Energy sector in a major bank active in Energy Banking
Excellent sales, negotiation and presentation skills Total Years of Experience: 5-6+

118

Mesd Relationship Mgmt-performance Manager Resume Examples & Samples

Proven ability to understand drivers of business growth and promote process, platform and associate behavior changes to improve
Proven track record in building relationships and influencing decisions and partnerships
Strong presentation and communication skills to convey ideas clearly to all levels – executive to frontlines
Ability to develop and implement both business initiative and segment performance-level plans
Strong analytical ability, with the experience leveraging analytics to measure performance
External sales and relationship management experience a plus
Strong experience with relationship management across business partners and clients
Experience with high net worth or active trader client management
Experience working with analytics and reporting development
Brokerage experience

119

Citibank Berhad Kl-commercial Cards Relationship Manager Resume Examples & Samples

Minimum 1 year sales experience in the financial services industry
Creative, proactive, and self-monitoring
Ability to partner and influence

120

Middle Market Relationship Manager Resume Examples & Samples

Minimum 5 years commercial lending experience
Minimum 3 years financial sales experience
Minimum 3 years managing a portfolio of clients
Successful completion of a Commercial Credit Training Program
Successful track record of bringing in new business Total Years of Experience: 5-6+

121

Middle Market Relationship Manager Resume Examples & Samples

Cultivating new business relationships
Negotiate and structure complex commercial loans
Minimum 7 years commercial lending experience
Successful track record of bringing in new business

122

Senior Enterprise Relationship Manager Resume Examples & Samples

The successful candidate will have extensive previous experience in Enterprise Vendor Management, as well as IT Asset Management
Understand and apply the fundamental principles and accountabilities of the Procurement Methodology and Effective Vendor Management Framework (EVMF)
Demonstrate resilience under pressure
Possess excellent influencing abilities
Demonstrate the confidence to provide impartial oversight, and highlight potential risks associated with agreements
Have excellent problem-solving and consensus-building skills
Possess superior organizational, priority-setting and multi-tasking skills
Have a proven ability to build high performance teams
Have the ability to remain flexible with shifting priorities, but also focused on achieving results
Have excellent verbal and written communication skills; as well as superior presentation skills
Have a strong customer service orientation and a professional approach; ability to interact and communicate effectively with all levels within the organization
Demonstrates knowledge of Business Requirements, KPIs, Financial Management, Risk Asssessment

123

Relationship Manager Team Lead Diners Premium Service Resume Examples & Samples

Lead your team to be responsible for the provision of a high quality Customer Relationship Manager and sales across a range of Citibank products and services
Develop a culture of relationship management within the DPST ensuring full ownership and communication of every service issue
Build strong working partnerships with the various Strategic Relationship Managers to ensure effective solutions and aligned service deliverables
Develop and maintain strong relationships with key Diners customers including Admin Managers, Senior Leaders and high value customers
Build confidence in the DPST to both internal and external customers through the delivery of first class customer service
Set high expectations of desired behaviours for yourself and your team and role model these in the way you conduct your business
Create a coaching and mentoring environment by ensuring a structured and proactive approach to team member development each month
Identify individual talent and retain within the business by identifying career development and learning experience opportunities
Recruit new team members who possess the skills to fit within the current business needs
Engage the team in the strategic direction of Citibank, so they may actively participate in achieving the business objectives
Respond to issues highlighted by your teams’ feedback and work to create a positive, effective and inclusive customer service and sales culture
Contribute to personal and public image by compliance with all relevant policies, practices and regulations in an effective and responsible manner
Strong relationship management and problem solving skills
Strong coaching and developing skills
A natural flair for leadership
The ability to use your initiative and work under minimum instruction
Well developed interpersonal skills
Well developed logistical, problem solving and decision making skills
A strong orientation toward process – following, understanding and enhancing end to end process
Advanced interpretation and analysis skills
The ability to apply relevant commercial judgement to business decisions

124

Relationship Development Specialist Resume Examples & Samples

Relationship/Portfolio Manager to Client Servicing Group
Support relationship with service group ensuring they provide accurate information in the market with respect to products and credit that is in agreement with BMO policies and procedures and Investment & Dealer Direct process
Proactively share information, keep each other informed on client insights and leads, and provide updates (as appropriate)

125

Insurance Relationship Manager Resume Examples & Samples

Maintain master renewal calendar for all insurance programs belonging to Asset Management for the Americas, Europe, and Japan Regions and Portfolio Companies
Work with Asset Management and Portfolio Companies to create coverage specifications for renewal policies
Supervise the Company’s insurance brokerage firms regarding timing and execution of deliverables including but not limited to the issuance of quotes, binders, and policies; the furnishing of certificates of insurance and Auto ID cards; the reporting of claims; and the review of contracts
Prepare underwriting submissions on renewals by completing insurance applications; by supplying data regarding values, exposures, and COPE information to the Insurance Marketing Specialist; and by compiling supporting documentation including but not limited to statement of values, loss statements, financial statements, payroll reports, drivers lists, and flood certificates
Respond to inquiries posed by underwriters in connection with submissions in cooperation with the Insurance Marketing Specialist
Organize underwriting meetings and create agenda based on marketing strategies arrived upon through discussions with the Senior Vice President and the Broker
Review all insurance policies after binding for accuracy and where applicable, fulfill subjectivities on selected insurance policies
Fulfilling insurance requirements under financing arrangements set forth by facility/lending agreements by submitting appropriate evidence of insurance to lenders and their consultants
Work with Senior Vice President to prepare Requests for Proposal requested by Asset Management, Portfolio Companies, or Corporate Services
Any other duties and special projects as required
Strong problem solving skills with the ability to analyze and explain complex data through written and verbal presentations
Excellent written and verbal communication skills with the ability to interact professionally with colleagues and service providers in a global setting
Knowledge of coverage under commonly used property and casualty and executive liability commercial insurance policies including but not limited to an understanding of limits, deductibles, insuring agreements, exclusions, conditions, and endorsements customarily found in connection with such policies
Flexibility to complete assignments requiring collaboration with individuals located in different time zones across the world
Ability to work independently by paying attention to detail, prioritizing work and managing time in a deadline-driven environment; and
Dedication to working in a team environment where transparency and collaboration are highly valued
Completion of or commencement of coursework towards a graduate degree in business, risk management, insurance, law, or accounting/finance
Completion of or commencement of coursework towards certification for CPCU, CIC, CRM or other equivalent designation
5+ years of work experience performing insurance transactions in a professional capacity either for an insurance brokerage firm servicing large and/or risk management clients with international operations or for the risk management department of a multinational company
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

126

Relationship Resume Examples & Samples

9) Assists the Relationship Manager with the documentation requirements for each client. Monitor and clear critical and aged document exceptions
11) Actively manage and minimize overdue Accounts Receivable balances
12) Provide timely notification of client market opening requests to the Enterprise Market Opening Team. Track timely opening and escalate delays

127

Citigold Relationship Manager Resume Examples & Samples

Graduate, preferably in business finance or related discipline
Preferably 2 years experience in the banking industry in the role of Relationship Manager or Personal Banker
Preferably with portfolio management role in a financial institution
Age 27 to 35 years
Strong team player with good communication skills
Adaptable, able to work independently and initiative driven
Motivated and highly driven to succeed

128

MYS Bhd-citibanking Relationship Manager Resume Examples & Samples

Display high energy to perform as an individual contributor and yet be a strong team player
Grow existing relationship AUM’s and ability to acquire new clients using Citi’s differentiated offerings
Ability to leverage on Citi’s Global Research and keeps self & clients fully updated with Citi views on local & global financial trends
Passion to perform, understand client needs and provide solutions
Protecting the franchise and clients by displaying the highest standards of integrity and respect for rules & regulations
At least 5 years of banking or financial relationship management experience

129

Gsg-relationship Manager Resume Examples & Samples

Manage a portfolio of accounts covering companies in Airline & Shipping, Engineering, Auto & Consumer durables sector across platinum, gold & silver client segments
Grow the Bank's revenue base in Mumbai through new customer acquisition and deepening existing customer relationships
Understand Industry trends, local obligor outlook and parent obligor outlook. Apply established policies and guidelines to complete periodic credit reviews. Ensure that appropriate credit and documentation standards are maintained
Proactively identify opportunities to structure innovative solutions and cross-sell the full range of products tailored to customer needs and requirements, increasing share of wallet
Work with product partners (CTS, FICC & CMO) to structure and sell solutions across the product universe

130

Relationship Manager, Corporate Accounts Resume Examples & Samples

Build solid & diverse relationships with key customers within the portfolio
Create and execute on Account Plans for key accounts
Become an expert in Payments, acting as an advisor to clients ensuring they are kept abreast of what is happening in the industry
Show a deep understanding of customer's needs; provide advice and present relevant opportunities
Manage account attrition to meet business goals
Develop new revenue opportunities: Discover; Account Growth; Point to Point Encryption; Express Pay

131

Builder Relationship Manager Resume Examples & Samples

Lead contact for establishing and maintaining internal relationships with Corporate Finance – Real Estate and the New Branch Strategy Team to aid in the alignment of the Builder Program strategy
Assigned to be the primary Builder contact/relationship manager for key national Builder relationships
Act as a SME to support the ingestion of Mortgage Loan Program applications (MLP) through the approval, onboarding and set up process as needed
Act as a SME and deliver Builder Program learning workshops to internal partners to improve awareness and adoption of the Builder Program Policy and Procedures
Identify and advise the Builder Program Office Senior Manager of industry/market developments which may impact the Builder program
Key participant in development, implementation, and maintenance of processes and procedures
Support the development and/or implementation of clear goals and accountabilities for the Builder Program Office, including performance metrics and service standards, and ensure service levels are monitored and maintained or improved
Provide excellent customer service to our internal and external customers
Escalate any issues of concerns as it affects risk, reputation, or financial outcomes to SSGPO
Operates in a multiple working relationship/partnership environment
Maintain the confidentiality of both the customer and bank information in accordance with Policies and Procedures
Act in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements and Privacy Act provisions in accordance with Bank Policies and Procedures
Follow security and safeguarding procedures in accordance with Policies and Procedures for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation
Post-secondary education or equivalent experience
Knowledge of the Builder and Home Financing markets
In depth knowledge of standard business applications (MS Word, MS Excel, MS Access)
Proficient in the use of BMO systems and applications (CFS, CCAPS, Office Connect, Sales Force)
Proven excellent customer service skills
Ability to manage multiple tasks and prioritize within a changing environment
Quick learner, well organized and efficient
Accept and successfully execute change
Bilingual – French and English (oral and written) considered an asset
High level of integrity and accountability
In depth relationship management skills

132

Relationship Manager Financial Capabilities & Small Business Resume Examples & Samples

Grant Portfolio: Develop and implement a grantmaking strategy aligned with the philanthropic goals and objectives of the Foundation and rooted in local context and conditions. Develop and implement business plans for the respective markets; draft grant-write-ups, periodic program reports and briefing papers for internal and external stakeholders; and present strong proposals to internal Contributions Committees
Grantee Relations/Technical Assistance: Identify potential not-for-profit partners and projects that are consistent with the goals of the Foundation and strategic pillars. Provide counsel to organizations invited to develop proposals. Review proposals, and determine which ones will be further developed and recommended for funding. Provide primary program support for the maintenance of active grants including regular communications and problem solving with not-for-profits and consultants, report review, analysis and feedback. Maintain an open, ongoing relationship with community leadership
Collaborative Team Planning: Participate in Foundation meetings to review grant recommendations, provide updates on grantee progress, determine technical assistance needs of grantees, plan convening, evaluation and communications activities, and share and reflect on experiences in the field and related program activity
Cross-Firm Integration: Develop and maintain effective relationships with local line-of-business leaders; communicate firm’s philanthropic strategy to multiple internal constituencies; provide local leadership team with frequent updates about portfolio partners and community priorities; coordinate local firm leadership involvement in local, state, and regional events; work closely with media relations and other corporate responsibility team internal partners to maximize coverage, identify opportunities for leverage and participation in events
Fiscal Oversight: Monitor grants budgets and grantee expenditures, as well as organizational budgets, as appropriate. Recommend for approval any deviations from approved plans and budgets, and ensure that such changes are documented
Industry Knowledge: Familiarity with the financial services industry and JPMorgan Chase products and services offered in the market. Knowledge of Community Reinvestment Act and other applicable regulations
Desire to continually seek information and look for new approaches to processes and practices
Welcomes feedback as a means to personal and professional growth

133

Suvidha Relationship Manager Resume Examples & Samples

Delivery of revenue across products especially investment and insurance
Evolving and implementing a client relationship plan to improve the client relationships with the bank and increase share of wallet
Drive cross-sell initiatives across the bank products
Should have understanding of relationship management and sales

134

Relationship Operations Analyst Resume Examples & Samples

Five to eight years of experience in operations/technology project management activities
Thorough knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit
Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders
Advanced understanding of project management and testing methodology and procedures
Ability to develop test schedules, review testing plans, track test issues and report on test results
Strong analytical and forecasting skills
Ability to manage multiple tasks/projects and deadlines simultaneously with limited supervision
Ability to work as a team leader
Excellent verbal and written presentation and communication skills
Excellent computer skills, especially Microsoft Office applications

135

Deposits / Payments Relationship Manager Resume Examples & Samples

10 or more years of experience in commercial deposit management
Four or more years of management/supervisory experience
Extensive relationship management and business development/sales skills
Superior knowledge of deposit products and treasury management services
Thorough knowledge of commercial credit and credit quality
Advanced knowledge of bank products and services
Ability to work effectively with individuals and groups across the company to manage customer relationships
Excellent presentation, verbal and written communications skills

136

Deposits / Payments Relationship Manager Resume Examples & Samples

Seven to ten years of experience in commercial deposit management
Three or more years of management/supervisory experience
Considerable knowledge of deposit products and treasury management services

137

Relationship Manager NRI Resume Examples & Samples

Timely resolution of Customer queries
Greet & Meet branch walk-in clients
Manage & co-ordinate exceptional processing activity with BEO units
Achieve all goals (client upgrade and servicing) are met consistently
Exhibit strong interpersonal skills and be a good team player
Actively participate in client events
At least 2-3 years' experience in the Investment and Wealth Management business either on sales or service
Ability to work under pressure and meet deadlines
Computer skills
MBA or Business Degree holder with at least 2-3 years' experience in the Investment and Wealth Management business

138

Relationship Manager, Employee Giving Resume Examples & Samples

Build awareness and support of employee charitable giving and involvement as a key component of BMO’s culture and an element of BMO’s community relations strategy
Champion the cultural shift to a best practice, leadership-led employee giving model that aligns with BMO’s philanthropic objectives and strategies
Represent BMO’s charitable giving program to outside organizations and internal stakeholders with professionalism, courtesy and integrity
Develop and maintain productive and professional relationships with internal stakeholders and external organizations, suppliers and colleagues
Liaise with and support the Business Head with regard to campaign strategies and activities
Primary liaison for respective LOB/Group leadership team, supporting group/regional campaign planning, communications and execution
Recommend opportunities to senior executives to enhance their community profile – through speaking, presentation, and participation activities, as applicable
Within the enterprise employee giving framework, liaise with Business executives and/or designate to set campaign targets
Establish and maintain a network of Business/regional charitable giving champions that will locally drive and execute a range of campaign activities
Project Management – Campaign Event Planning and Execution
Using the enterprise campaign plan as a base, customize and execute a best practice campaign plan for the Business during the year that ensures desired fundraising goals and employee participation are realized to their potential
Build visibility and fully leverage campaign events and activities across the Business in order to achieve campaign targets
Develop and manage agenda and logistical details of events of all types, including managing timelines and production of customized materials
Maintain and manage event calendars across the Business and provide input into overall event calendar
Assist in the development and delivery of customized training materials for campaign volunteers across the Business
Oversee day-to-day management of client communication (including briefing materials), program execution (including timelines and templates) encompassing content development and production of all collateral materials customized for Business
Using the enterprise Employee Giving framework, assist Business Chair of Employee Giving Campaign (Senior BMO Executive) in development of assessment tools and, in conjunction with enterprise campaign, use feedback and surveys as research to improve effectiveness of annual campaign
Monitor and communicate employee charitable giving engagement activities across the Business to provide metrics for analysis of campaign and related activities and to support tracking of Enterprise data for the Corporate Responsibility Report
Lead the design and implementation of one or more enterprise initiatives per year
Description and scope of initiatives will vary based on annual needs – initiatives to be documented and added to HR file or PPA as required
Prepare, manage and track budgets related to specific identified events and other Business-specific campaign elements, as required
5 – 7 years work experience in event management or communications
5 – 7 years work experience as a relationship manager in a corporate environment
Experience in a financial institution is a strong asset
Experience managing and delivery campaigns is required
Broad knowledge of the respective LOB/Group Headquarters and line organizations
Proven experience in providing direct support to senior executives in the areas of planning, project management and communications
University degree in Marketing, Business, Communications or related field (preferred)
Exposure to various elements of the marketing mix (advertising, public relations, media relations ) considered an asset
High degree of influence and impact that relies on sound judgment and persuasion to drive results
Proven ability to work effectively with senior executives
Strong written and verbal communication and interpersonal skills
Creative problem solver with ability to thrive in a fast paced and dynamic environment
Ability to work independently and carry a highly visible project through to completion while juggling multiple projects
Proven leader who is a self starter and proactive with organizational savvy
Well developed and proven project management skills; strong organizational and time management skills as well as ability to effectively execute
Highly confident and ability to be assertive when circumstances require
Flexibility and ability to work in ambiguity and under pressure
Must be able to work closely as a member of a small team within department and be able to work with executives across the LOB/Group
Must be able to work at all levels of the organization from administrative assistants to senior executives as well as with external vendors as necessary
Strong proficiency in Excel, Power Point, Word, Adobe Acrobat
Bilingual (French/English) considered an asset

139

CAW Relationship Manager Resume Examples & Samples

Must have 2-4 years of relevant marketing/sales experiance, preferably in financial industry
Possess minimum S1 degree from a reputable university
Experienced in leading sales team
Possess excellent interpersonal skills and good presentation skills
Good in verbal and written English
Has strong passion in sales/marketing and highly self-motivated in handling pressure to achieve the target
Added value if candidate has broad networking with big companies

140

Uhnw Relationship Strategist Resume Examples & Samples

Bachelor’s degree with JD and/or other Wealth Management related professional designations beneficial but not required
Six or more years of experience in relationship management of ultra high net worth clients in the employ of a diversified financial services provider in the financial services industry and/or a single or multi-family office
Must have excellent interpersonal communication, writing, and group presentation skills
Solid working knowledge of client contact and relationship management systems and technology
Demonstrated ability to participate and seek involvement in local community, business, non-profit and civic organizations

141

Ultra High Net Worth Market Relationship Strategy Director Resume Examples & Samples

Bachelor’s degree required, with JD and/or other Wealth Management related professional designations beneficial
Ten plus years in asset management, trust and financial service sales/client service to the ultra high net worth market, with at least two years of management experience
Proven business development skills
Demonstrated high level of communication skills--must communicate successfully with employees, management, valued customers and prospects, and prominent sources of influence
Proven track record of problem solving and team building
Proven leadership and management skills
Possess a demonstrated high level of networking, negotiation, business acumen and functional expertise
Ability to establish and build effective network and external referral sources

142

Corporate Relationship Manager Resume Examples & Samples

Employ advanced knowledge of key global industry players, competitors and dynamics
Develop and leverage strong business and professional relationships with strategic suppliers and industry players
Proficiently manage and measure suppliers for continuous performance improvement
Effectively utilize program and project management tools and techniques
Effectively manage multiple competing projects and deadlines
Efficiently solve problems and make decisions for primary and strategic execution and tactical issues within the relevant portfolio of projects and or processes
Provide oversight, guidance and drives execution of project plans
Leading cross functional teams (5 years)
Strategic sourcing experience (8 years)
Analytical: Advanced analytical skills
Procurement: Advanced knowledge of global market analysis, macro-economic drivers, sourcing category strategy, supplier relationship management ‘should-cost’ models, and multi-year negotiation strategies, supplier continuous improvement programs/Lean Initiatives
Legal: Knowledge of critical procurement legal requirements and contracting best practices
Ethics: Knowledge of business ethics and Starbucks Ethical Sourcing Requirements Influence: Ability to influence at an Executive Level both internally and externally. Ability to lead and influence peer groups both internally and externally
Communication: Exceptional communication both written and oral
Systems: Knowledge of Excel, Oracle, BI Apps, charting programs, PowerPoint, and others

143

SME Relationship Manager Resume Examples & Samples

Customer acquisition, activation, x-sell, revenue and returns maximization
Prepare credit packages, work closely with Credit team for approvals. Deliver Annual Review packages for current credit customers
Acquire new customers through referals of current customers, and through marketing activities. Maintain a pipeline of new deals
Initiate and participate in micro-marketing activities for your area to support customer retention and acquisition

144

Relationship & Business Development Managers Resume Examples & Samples

Previous experience in a Business or Corporate Banking environment
Excellent communication skills
Leadership qualities, positively influencing the team with your energetic and proactive attitude

145

Automotive Commercial Account Relationship Manager Resume Examples & Samples

Financial Analysis - the ability to interpret and understand Financial Statements
Portfolio Management
Previous Commercial Banking experience
Must have proven track record in sales and business development and exceptional client
Previous Credit Experience is considered an asset
Sales and financial advice skills
New client acquisition skills
Industry and product knowledge
Relationship building skills

146

VP Premier Relationship Adv PCS Resume Examples & Samples

Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources
Bachelor’s degree in Business, Finance, related field or equivalent experience
Series 7, 63, 65 or 66 (in lieu of 63 and 65) and appropriate state licenses (life and health insurance)
Certified Financial Planner preferred
Proven client focus and influencing skills
Proven networking and portfolio management skills
Understanding of banking client segment and products and services

147

CCB Relationship Manager Resume Examples & Samples

Identify opportunities to cross-sell the range of Cash, Trade, Treasury and Capital Markets products offered by the bank
Acquire borrowing and non-borrowing customers with lending propositions in the areas of trade finance, working capital loans, treasury hedging solutions and cash management
Perform annual reviews for his/ her allocated portfolio of customers
Ability to balance priorities between delivering sales targets and KYC/AML/credit requirements of the franchise

148

Relationship Marketing Director BB Resume Examples & Samples

Develop strong and strategically centered working relationships with Executive and Senior leadership, in order to develop and implement effective annual marketing plans and budgets for B2B Lines of business that directly support their long term strategic objectives and annual sales goals
Manage marketing activities in the daily execution of marketing programs/campaigns; direct marketing initiatives, and other go-to-market strategies
Working with key partners, develop clear and actionable plans to establish and promote the Associated Bank brand related to the specific lines of businesses supported, leveraging the brand as a means for raising awareness of the LOBs value proposition and competitive differentiation across all markets
Working with key partners, facilitate and oversee the analysis of the customer/client and prospect universe in order to provide strategic insight and market opportunities for the lines of business
Identifying and targeting optimal prospects and customers
Develop advertising promotions that deliver against financial and production expectations
Develop direct response and calling programs to capitalize on identified opportunities
Utilize market research to inform lines of business as to customer priorities and market opportunities
Develop and execute the marketing strategy for positioning Associated effectively within all key markets and business decision makers. Coordinate with key decision makers including regional, product line, business line, operations, and technology and front line sales
Responsible for attracting, hiring, training and developing talent. Provides clear, motivating and constructive feedback. Helps colleagues identify and prioritize development objectives through competency models and annual goals. Is responsible for handling conflicts, employee relations and performance appraisals to include setting meaningful goals and objectives and other human resource related activities
Identify key opportunity segments within the lines of business and develop strategies and programs to capitalize on them. Ensure channel message integrity for all lines of business, ensuring continuity of message and focus
10-12 years Market research experience in the B2C or B2B space. Either within a mid-tier financial services company or equivalent marketing experience in a related industry (Consumer Products, Services or Marketing). Managerial experience in attracting, developing and retaining talented individuals. Required
10-12 years Combination of actual B2B facing line experience in relevant customer segments and exposure to various aspects of Marketing research including traditional advertisement, product management, events/sponsorships and campaign execution. Preferred

149

Corporate Relationship Manager Resume Examples & Samples

Directs the management of all account relationships within an assigned portfolio, typically through both face-to-face and non-face to face communication channels, written and verbal. This includes negotiating contracts needed to meet retention and consulting goals. Management of assigned portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance and/or results
Develops and implements educational programs designed to improve client's transaction processing performance
Works with internal departments to ensure a high level of support for the client. Examples include resolving software, hardware, and policy problems
Bachelors degree in business administration, accounting, marketing or other related fields
Typically will have two to four years of experience within account management, sales or contract negotiations
Experience working face to face with C-level executives, whether in a selling or account management type role

150

Sales & Relationship Admin Assistant Resume Examples & Samples

Support of EMEA CBD Sales Representatives and Relationship Managers, including when out-of-office, as and when required
Produce, update/amend Fee Proposals,RFPs
Locate/compile historic fee proposals
Ensure consistency across fee proposal in both wording and pricing liaising with Sales Reps, RMs, BMs,Product/Pricing, Listing etc
Input/update bid opportunities, callreports, sales activity into ENGAGE
Run various other reports via ENGAGE,to capture pipeline, mandates, losses, call reports/sales activity
Monitor data validity in ENGAGE, and inform Sales Reps/RMs of any anomalies/outdated opportunities
Produce monthly/quarterly financial reports for EMEA and CBD Management
KYC liaise between Sales Reps/RMs and KYC to ensure deals are being processed, necessary information is being provided by clients, and admin is minimalized for Sales Reps/RMs
Input/update opportunities inRightStart as directed by Sales Rep/RM, when provided with necessary information to do so
Monitor, update and input opportunities on Deal Onboarding Solution system (in place of RightStart)
Monitor and run global commission tracking (GCT) system, processing Sales Representatives quarterly commission,and working with Finance and U.S. CBD to ensure this is completed in an accurate and timely manner
Data consolidation of FiRRe/work with Poole for outstanding billing issues
Monitor EMEA CBD Proposals email inbox sharing/collating information as requested
Assist with production of marketing materials, pitch books, one-pagers - working with CBD and Marketing
Compile client and competitor research,as and when required
Be fully versed in the coverage model, and forward emails/calls/opportunities to relevant internal contacts
Attend internal meetings,conferences, calls, presentations, events, as and when required
Attend weekly ATC meeting, sharing any critical/pertinent CBD updates
Weekly calls with U.S. CBD/Support ensure consistency with other regions in regards to fee proposals, Engage, RightStart/DOS,GCT etc
Miscellaneous duties as they arise,e.g. user updates for ENGAGE, RightStart/DOS, Outlook, GCT + Audit reports,compliance, systems testing
Good knowledge of core Corporate Trust products
Ability to prioritise under pressure
Comfortable working with MS Word, Excel, PowerPoint and Outlook
Proactive, organised, flexible,composed
Interest in exposure to/working alongside different clients, partners, regional markets, other BNYM LoBs, senior management etc
Interest in learning about new products/financial regulations

151

Business Bank Customer Relationship Representative Resume Examples & Samples

Excellent organizational skills to expedite the flow of work to appropriate staff members, and build relationships within the team and partner departments
Good judgment and the ability to handle and maintain confidential client information
Ability to manage multiple tasks simultaneously and prioritize requests appropriately
Three or more years of experience in a relevant position. Additional experience may be required for specialty segment CRRs (i.e., SBA lending knowledge)

152

Suvidha Relationship Manager Resume Examples & Samples

Ensuring adherence to operating, legal & regulatory standards as applicable to the business
Self-starter and should have understanding of relationship management and sales
Strong team management and communication skills
Sales experience and knowledge (preferably) of liabilities and wealth management

153

Specialist, Partner Relationship Office Resume Examples & Samples

Be familiar with Definitive Agreements and plan the work accordingly
Coordinate time between shareholders and propose annual meeting calendar; Make documents collection calendar and facilitate a punctual submission of the relevant documents
Propose resolution topics for the Board Meeting, encourage an active communication between shareholders for the topics; Draft resolution coversheets for the Board Meeting; Understand the background of the resolutions, track the discussions and transmit the opinions between shareholders
Collect and consolidate Board Meeting Updates; Draft meeting agenda and issue meeting notification; Compile and distribute Board materials
Provide administrative support for the Board Meeting, including meeting venue selection and settlement, meals arrangement, guest reception, equipment adjustment, meeting notes taking, etc
Draft meeting minutes in both Chinese and English and list the follow-up actions of each meeting
Make the agenda, collect Monthly Update and draft meeting minutes for the Standing Committee Meeting
Liaise with business partners and government authorities, schedule meetings among the parties; Collect, consolidate and escalate topics for the multi-party meetings, draft meeting agenda and meeting minutes
Set up and maintain an effective filing system
Establish communication channel and co-working mechanism with business partners, and other stakeholders
Organize sports & recreational activities for Union members and assist in union sports & recreational clubs management
Develop plans for Union discount program and negotiate with external vendors to deliver programs that offer Union members unique advantage to pricing, programs and products from companies in Shanghai
Complete some works for the Party Organization
Good planning, organizing and coordination skills
Strong written skill and communication skill in both English and Chinese
Mature, credible and strong interpersonal skills
Strong skill in solving problems
Quick learner and be able to get familiar with the Definitive Agreements and other documents in a short period of time
Good contract spirit and strict working attitude
Be good at taking notes and making meeting minutes
Good sense of logic and be able to seize key issues and focus on priorities
Good sense of responsibilities and can accomplish tasks by strictly following timeline
Good event planning and organizing skills
Good team spirit and be good at team work
Smart and proactive
Be able to work under pressure

154

Suvidha Relationship Manager Resume Examples & Samples

Evolving and implementing a client relationship plan to improve the client relationship with the bank and increase share of wallet
RCSA, KYC reviews and transaction monitoring
Experience: 2 years

155

Relationship Global Investment Relations Resume Examples & Samples

Engineered Equity (Northern Trust Asset Management’s Factor Based Equity Strategies)
Defined Contribution Solutions including the NT Target Date Funds
Multi Manager Solutions including OCIO
Strong communication skills with the ability to network across multiple teams and business units at Northern Trust
Well networked within the consultant relations community
Significant understanding of investment concepts with the ability to represent a broad range of investment capabilities delivered through traditional and alternative asset classes
10+ years of related institutional consultant relations, sales or relationship management experience

156

Public Finance Relationship Mg-avp Resume Examples & Samples

Bond and note transaction management, including quantitative and credit analysis, review of offering documents and oversight of bond pricing
Calls on existing relationships to review needs and makes recommendations as needed
Responsible for evaluating and structuring financing alternatives for projects and making presentations to clients
Works on teams to maintain and manage accounts and relationships for new and existing clients
Assists in researching and developing new client leads
Performs client consulting work, including preparation of debt policies, evaluation of debt affordability and development of financing plans
Responds to request for proposals for financial advisory services
May supervise and train analytical staff
Overnight travel is required on occasion. Other duties as assigned
Typically requires a Bachelors degree and 2+ plus years of directly related experience or a graduate degree in finance or public policy
Full use and application of standard finance and economic principles, theories, concepts, and techniques
Working knowledge of public finance, an understanding of local government operations and issues and structuring of taxable and tax-exempt debt issues
Requires strong analytical, quantitative, verbal, written and interpersonal skills

157

New Relationship Development Manager Resume Examples & Samples

Minimum 5 years of experience in Sales and in establishing/ managing major financing programs
Solid leasing business fundamentals and Healthcare Industry knowledge
The ability to negotiate agreements with counterparts also at high seniority-levels
Project management experience with a special focus on implementing new projects and products
The ability to work effectively in cross functional and matrixed team environment
Analytic skills, strategic thinking and the ability to develop and engage around a vision
Self-organization skills: able to manage self and time to meet commitments
Fluency in both Italian and English

158

Citibank Berhad Kl Merchant Relationship Manager Resume Examples & Samples

Minimum diploma or a related discipline required
Bachelor’s degree in any disciplines would be preferred
Minimum of 3 - 4 years relevant experience in a financial/Tele-Communication, Insurance, IT industry or E-Commerce business
Good analytical skills and financial acumen including the ability to read and understand financial statements
Good interpersonal skills with the ability to sustain effective relations internally and externally at all levels
Leadership skills and Excellent Team Player

159

Marketing Manager Relationship Resume Examples & Samples

Create, execute, and measure marketing programmes to help our sales and support teams foster customer relationships to increase retention, revenue, and product adoption. Programmes to encompass email communications, online content, customer surveys, webinars, and events
Develop C-level lead generation and nurture campaigns
Develop service led campaigns to demonstrate the value of Fanatical Support to our high spend/high growth customer segments
Develop messaging and content for targeted vertical segments
Work with the product management team to ensure relevant product/solution messages are incorporated into marketing programmes
Responsible for developing customer forum and/or advocacy groups and establishing a cadence for meeting. These meetings will be a combination of face-to-face events and online webinars/forums
Understand the Rackspace customer lifecycle and develop campaigns for key touch points where can we improve their experience via marketing channels
Responsible for regularly communicating and educating the base about NPS to help increase response rates, and providing closed-loop feedback on how Rackspace is making improvements
Liaison between our sales and support teams on all customer loyalty/affinity marketing initiatives
Work with internal groups to manage customer surveys and provide insight and intelligence back into the business

160

Audit Relationship Manager Resume Examples & Samples

Work closely with the Audit Partner / Audit Manager to ensure that an appropriate assurance programme is devised and executed to provide objective and challenging risk based assurance on a range of risks including credit, market, treasury, finance and IT risk across the Group
Ensure that they have an in-depth understanding of the key priorities, risks and challenges facing the business units within their responsibility, as well as those for the Group overall
Lead the audit team in the execution of individual audit assignments, including the planning, audit testing/ fieldwork and reporting aspects of audit assignment process to provide objective and challenging risk based assurance in relation to key business risks
Support business units, where appropriate, in identifying the appropriate actions required to address and improve risk management practices and internal control frameworks
Develop and maintain effective relationships with senior management
Work with the wider Group Internal Audit (GIA) department to support the achievement of overall GIA objectives

161

Senior International Relationship Manager Resume Examples & Samples

Against an increasingly competitive backdrop, the segment seeks to grow Net Income, through the acquisition of quality new-to-bank international customers, the retention of quality customers and by improving the average return and profitability of the portfolio
International Relationship Managers will work closely with their customers to ensure HSBC is the ‘Leading International Bank’ by providing an exemplary needs-based relationship management service. The jobholder will also proactively look for new-to-bank high value international prospect customers, showing genuine conviction in the value that HSBC can bring to those customers. Relationship building with existing and prospect customers to advance sales opportunities locally and globally, achieved by working closely with relevant internal and external stakeholders
The jobholder will be a key member of the Commercial Banking team and will have a portfolio of growing and dynamic international businesses which will make a substantial contribution to the profits of the Area. In conjunction with management, the jobholder will be expected to impart their international knowledge to other members of the Commercial Banking team to ensure the creation and maintenance of an international business culture in the Area

162

Regional Acceptance Relationship Manager Resume Examples & Samples

Visit or call active dealers or prospects on a daily basis and document these activities in Salesforce.com
Assist, as requested, in decisioning applications submitted by dealerships. In addition, upload, document and complete stipulations as required by management
Assure asset quality and profitability of assigned dealers based on Regional Acceptance Corporation's loan criteria and policies
Communicate dealer portfolio performance trends with dealership management
Assist in resolving any dealer issues such as straw purchases, missing titles and missing options
Three years of industry-related experience
Excellent marketing and communication skills
Excellent problem-solving skills and analytical abilities
Excellent interpersonal skills to maintain strong relationships with dealers as well as associates
Strong sales and negotiation ability to close dealers on our program
Ability to work independently during times of limited supervision
Ability to work with minimum supervision

163

Middle Market Relationship Manager D Gf Resume Examples & Samples

Service customers seeking loan and/or deposit relationships with the bank. Interview applicants to develop information concerning their businesses and requirements, evaluate credit information and make relationship recommendations
Bachelor’s degree or in lieu of a bachelor’ degree, four year’s relevant work experience
Five or more years of commercial banking sales or related experience
Prior credit / underwriting experience

164

Kpb Relationship Assoc Resume Examples & Samples

Build and maintain client relationships
Leverage internal and external sales team to generate requests for account information, research and issue resolution
Identify opportunities to retain and expand relationships. Gather information from the client and consult with the Relationship Manager. Recommend product solutions, such as KIS, IM&T, financial planning, depository accounts, treasury management, loans, etc. Quote interest rates, when appropriate, providing necessary disclosures
Monitor reports and initiate client contact to request financial information, collateral reports, etc. in support of loan renewals and reviews
Generate reports, correspondence and relationship review materials for clients and their advisors
Resolve issues and follow up with clients and/or advisors to ensure satisfaction
Approve and/or process transactions, such as wire transfers, issuance of cashiers' checks, non- sufficient funds and overdrafts within established levels of authority
Will likely serve as the primary contact for some client relationships. Provide support to assigned Relationship Managers and their clients
Handle and resolve routine requests and refer appropriate matters to Relationship Manager
Generate new account documentation. Generate and/or coordinate the preparation of loan documents, ensuring that the terms and conditions are consistent with the terms and conditions of the loan approval. Able to interpret terms and conditions of the various loan documents, including the terms and conditions on unique and complex credit facilities
Initiate the CWA credit write- ups and complete basic client information, maturity dates, account information, etc. Ensure the completion of basic information prior to the Relationship Manager completing the narrative of the credit summary. Credit duties may be assigned across associates as needed
Organize and maintain credit files in a manner consistent with corporate and regulatory requirements. - Interpret reports and take action to maintain asset quality. Prevent and, when appropriate, resolve loan documentation exceptions. Follow- up to resolve loan delinquencies and/or under margin exposure. Collaborate with the Relationship Manager on complex or challenging situations. - Report significant account developments or concerns to the Relationship Manager
Ensure accurate and timely client information in the systems that generate reports and support sales and service activities. Ensure new accounts and services are set- up and properly coded
Provide general administrative support for assigned Relationship Manager(s)
Provide organizational support to RM and team in execution of the KPB Sales Process
Participate in special projects as requested. Actively participate in sales activities
Provide general and some specialized product and rate information to clients
Prepare and participate in the development of sales presentations and other materials for client meetings
Ensure complete and accurate documentation for new business (signature cards, corporate resolutions, account agreements, etc.)
Participate in sales initiative support projects, as required
May conduct independent client calls and/or participate on joint sales calls with Relationship Manager(s). Operational and Compliance activities
Complete role specific coursework outlined in My Learning Center learning plans and within the KPB role specific training roadmap
Participate in Key Private Bank operational forums (Service Council calls) or other training opportunities as they become available
Undergraduate degree in business or equivalent combination of education and experience
Minimum of 2- 3 years of client contact and administrative experience, preferably in financial services
General knowledge of credit underwriting and documentation requirements
Fundamental knowledge of financial products and services, including banking, trust and investments
Familiarity with the forms of business ownership and an understanding of the legalities related to the various banking accounts
Demonstrated proficiency and effectiveness in customer service, communications (including written communications), problem solving and organizational skills (including attention to detail)
Ability to conduct research and resolve highly complex issues
Ability to work with some degree of limited direction and manage competing priorities
Interpersonal savvy and the ability to interact effectively in a team environment
Ability to learn and use proprietary software databases and systems
Proficiency in Microsoft Office applications, including Word, Excel and PowerPoint

165

Black Rock Bpi Relationship Manager Resume Examples & Samples

BA in Finance
Familiarity with capital markets instruments (equities, fixed income, derivatives)
The ideal candidate would be someone who enjoys a challenge, is creative, is a self-starter and is comfortable navigating a sometimes steep learning curve while gaining subject matter expertise, and has the ability to help frame and communicate complex issues in a simple and concise way

166

Citibank Berhad Kl-customer Relationship Telemarketing Portfolio Resume Examples & Samples

Self-motivated and committed; with a desire to achieve goals and targets
Ability to set and maintain high standards of professionalism, work ethics and team spirit
Confident telephone skills
Good closing skills
Ability to be resourceful
Ability to build rapport with potential and existing clients
Ability to work both independently and as a team player
Ability to use initiative
Good time management and organizational skills
Work under strict deadlines
Articulate, professional and well presented
Additional languages would be advantageous
Demonstrate a hunger to reach and exceed targets, the need to be enthusiastic, driven, tenacious, determined and motivated

167

Oem & Dealer Relationship Manager Resume Examples & Samples

Build and maintain strong relationships with GE’s Premier dealer network & OEM’s to ensure we have a network to support our customers’ needs
Assist in building & driving an overall new vehicle & SMR strategy across our dealer network to reduce SMR cost & maximise upfront financial support
Work closely with our Aftersales analyst to spot volume/pricing trends through metrics & reporting that require action
Negotiate strategic and tactical deals with OEM’s to further enhance GE’s market competitiveness
Maintain and strengthen relationships with other service providers such as Ebon-Dacs & VGroup International ensuring we have the best tools & customer driver packs
Work collaboratively & pro-actively with Commercial & other key internal functions to assist in retaining existing business & win new
Be present in the market place through key industry functions, events & supplier visits to understand first hand market dynamics, competitor landscape & technology advances
Organise & run bi-annual Dealer Advisory Boards (DAB) to seek dealer feedback & Industry best practise and act upon
Seek continual feedback on suppliers through event triggered surveys, complaints & internal feedback to act on and ensure we retain a strong customer experience
Experience of working in the UK Fleet or Motor Industry
Strong proven negotiation skills
Strong proven Relationship building skills
Customer focused & driven
Change agent – willing to challenge the status quo
Analytical with an eye for detail
Self-starter – can work autonomously and as part of a team
Good written & verbal communication
Proficient with MS Power point & presenting at all levels
Willingness to travel (UK and occasionally Europe)
Must hold a full UK driving license
Experience of the new vehicle & SMR market
Proficient in MS software usage (Power point, Outlook, Word)
Experience of industry platforms, Leaselink & Epyx 1Link
Exhibits inclusive behaviour; team orientated with the ability to engage and motivate key stakeholders

168

Campus Relationship Manager Resume Examples & Samples

Own the Citi firm-wide relationships at a number of key target institutions
Accountable for Citi’s employer reputation at key target institutions
Partner with recruitment relationship managers to provide attraction solutions to meet business hiring needs
Develop and implement appropriate marketing and effective events strategies at key target schools to support recruitment needs for analyst and MBA programmes
Design and deliver early entry (A-level/1st year) programmes generating talent pipeline for summer analysts
Lead EMEA wide country specific recruitment attraction - up skilling country contacts to design and implement locally-relevant recruitment strategy
Lead the diversity agenda for women, LGBT, disability, ethnicity and social mobility groups. Create strategy and build partnerships (external and internal) to attract diverse talent to Citi
Manage university steering groups for key target schools
Manage the relationships between business seniors and senior academics at target schools and build relationships with career services and other influential academics centres for external EMEA campus market knowledge, acting as the expert on competitor campus activities and developments in the graduate recruitment industry
Delivery of regular campus MIS to HR and business community
Carry out ROI measures for on-campus investment and conduct annual review of target schools and markets vs business objectives
Matrix manage onsite outsourced recruitment vendor support
Manage vendors and supplier relationships i.e. logistics firm, research companies
Engage delivery partners to ensure event co-ordination is executed effectively
Attend and facilitate campus activities across EMEA
Be a key member of global campus and marketing initiatives and projects
Knowledge of recruitment market practices
Experience of designing and delivering campus attraction campaigns
Knowledge of financial services and knowledge of complex business models would be an advantage
Working knowledge of related HR practice an advantage
Business partnering
Presentation
Influencing
Good working knowledge of Excel, PowerPoint and Word

169

Aladdin Business Risk Analytics Relationship Manager Resume Examples & Samples

Establish and maintain relationships with key client management team members
Understand their business objectives and needs, and help them leverage BRS expertise especially on the implementation of Risk Analytics System
Provide on-site support (project and maintenance) for BlackRock Solutions' risk management system (Aladdin)
Provide client support for key BRS analytics tools (Green Package, Portfolio Risk Tools, and AnSer) and Serve as a liaison between clients and our internal analytics areas
Advising clients on best practice for various analytical efforts. Using our experience with other clients, understand the problem and recommend alternatives, if appropriate
Frequent interaction with all groups within the BRS organization including Product teams, Analytics teams & the Solutions Center
Education: four-year degree in a business or technical discipline
Technical: a minimum of five years of broad and deep technical and/or financial services experience
Excellent organizational and communication (written and presentation in Japanese) skills are essential
Strong computer skills and an aptitude for learning new systems
Enjoys a fast-paced, high-intensity environment; able to manage multiple priorities
The position is located in Tokyo but requires travel to clients
Working understanding of fixed-income, equity and derivative products a plus
Strong interests in investment portfolio analytics, derivatives, and hedging/risk management a plus

170

Relationship & Marketing Coordinator Resume Examples & Samples

Knowledge of and experience with understanding of brand management
Knowledge of graphic design concepts and ability to create attractive presentations and update existing materials
Knowledge of effective print, email and web communications along with ability to provide full writing support for marketing materials
Ability to understand project budgets and propose cost-saving measures where appropriate
Ability to work with a sense of urgency to meet deadlines and address competing priorities
Proficient with Microsoft Office software including Word, Excel, PowerPoint and Outlook , as well as Adobe Creative Suite applications
Excellent written, listening and verbal communication skills
Excellent business writing, proofreading and creative copywriting skills
Minimum of 1 year of experience in a relationship or marketing role required
Experience working with a creative firm or ad agency preferred
Experience in the financial services or investment field preferred

171

Division Relationship Manager Resume Examples & Samples

Establish and maintain relationship with key Division stakeholders (Product Managers, Development Managers, etc.)
Work collaboratively with Technical Support Specialists and KDEs
Operationalization of programs by developing simple and scalable Technical Support processes
Working with the appropriate teams to develop the metrics and reporting for the programs
Work with multiple stakeholders to align process and tools for effective operationalization of programs
Coordinate the development of Supportability review content for assigned Divisions/products
Delivery of Supportability reviews
Development of action plans from the Supportability reviews and follow through for resolution
The nature of this role requires an estimated 20% travel
Excellent oral and written communication skills and the ability to persuasively articulate ideas
Excellent problem solving and negotiating skills
Ability to work in a fast-paced, unstructured, highly-matrixed environment, requiring superior skills in critical thinking, influencing, and managing multiple priorities under tight deadlines
A good analytic mind-set and work goal-oriented approach
Willingness to take on initiative and responsibility
Ability to work on multiple projects at a time nevertheless meeting deadlines
A balance between attention to detail and eyes on the big picture

172

Senior International Relationship Manager Resume Examples & Samples

The Group has a strategic objective to become the Leading International Bank, which builds on our global network, recognizes the increasing globalization of the world’s economy and the increased value of international customers. Our Group capabilities, coupled with our understanding of local markets and cultures worldwide, help us deliver innovative solutions to our internationally minded clients
The ‘International’ banking space is extremely competitive; competition not only includes local high street clearing banks, but also some large international banks. At present all competitors are only focused on the provision of products rather than providing a consultancy ‘How to’ support service
Good understanding of the international business trade cycl, forex transactions and the business processes involved when importing and exporting and ability to apply structured bank solutions to match those needs
Ability to effectively plan and organize, with tenacity to drive through results

173

Cards Marketing Relationship Manager Resume Examples & Samples

Degree holder with minimum of 2 years working experience
Experience in merchant acquiring is preferable
Sales-oriented and marketing savvy
Outgoing person who loves to meet people
Good interpersonal skills (including negotiation & persuasion skills)
Well-versed in written & verbal English

174

Floor Plan Relationship Manager Resume Examples & Samples

Services customers seeking loan and or deposit relationships with the Bank, interviewing applicants to develop information concerning their businesses and requirements, evaluating credit information and making relationship recommendations
Develop and evaluate requests for Floor Plan, commercial real estate, and commercial loan financing for auto, truck, boat, and RV dealers. Also evaluates loan requests from dealer principals and partners
Keep abreast of the industry, follows market trends and developments etc. and develop or implement strategies that will increase the Bank’s business in saturated, developing and emerging markets
Works closely with Sales Managers and Credit Manager to structure and price credits in order to maximize the bank’s return while minimizing risk. Maximizes the Department’s profitability through the maintenance of a high quality loan portfolio
Follows current loans to ensure conformity with terms; maintains current and complete credit file. Has credit authority within established limit
Three years Auto Floor Plan lending or related experience
Must possess strong credit analysis skills
Seven years commercial lending experience
Ability to work with peers and gain their cooperation
Demonstrated leadership skills in prior roles
Self-motivated, well-organized individual

175

Relationship Manager Sme Resume Examples & Samples

Manage a portfolio of relationships across diverse segments (Manufacturer / Exporters / Importers / Distributors, etc.) across SME clients
Prepare account plans for important customers
Manage credit portfolio- Understand Industry/ Segment trends, obligor outlook and develop, implement credit strategy for managed names
Ensuring that smooth day to day delivery of the products and services offered by Bank up to customer satisfaction
Help in cross selling GCG and CAW products across client base
Candidate must have good interpersonal skills to interact with Promoter/CFO and understand customer needs/expectations
Strong credit and analytical skills

176

Relationship Manager, Energy Resume Examples & Samples

Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations
Must possess sound judgment and be creative in providing credit/deposit solutions to bank clients
Formal commercial credit training or experience is also anticipated

177

Advisor Relationship Agent Resume Examples & Samples

Handle all in-bound sales and service calls from Ameriprise Financial advisors and clients for auto, home and umbrella insurance products
Serve as "internal wholesalers" to generate referrals in order to meet sales targets
Build relationships with and service Advisors and Advisor clients, develop and communicate strategies to integrate auto and home insurance into advisors financial planning processes with their clients and develop and execute contact and follow up strategy
Travel to field offices to do training/events for Ameriprise Financial Advisors with a focus on demonstrating the value of a partnership between them and AAH
1-3 years of relevant experience
Required Certifications: State Property & Casualty license within 30 days of hire. (Ameriprise pays for your first attempt to pass your Property & Casualty license)
Applicants must possess strong customer service skills (a high school diploma or equivalent with one or more years of pertinent work history in a contact center or in customer service is preferred)
The role demands strict attention to detail (accurate insurance quotes generated by our system based on customer information entered by employee) when working with clients via incoming phone calls
Integrity and honesty are critical in this fast-paced contact center environment
Our most successful sales agents are focused on the individual client's insurance needs, have a broad knowledge of the services and products we offer, maintain excellent quality and accuracy in their work product and utilize strong sales closing skills
Ability to work 2 days until 7:00PM and 3 days until 5:00PM
No Weekends
Excellent teamwork
Exceptional client experience skills
Strong product knowledge
Strong selling, relationship building and business development skills

178

Global Relationship Marketing Internship Disney Parks Fl Fall Resume Examples & Samples

Support the planning, execution, and recap/analysis of various promotional, broadcast and Synergy activities
Assist with sourcing creative assets, timeline monitoring, materials distribution, and providing translations (Spanish)
Provide event support including logistics, communications, and merchandise orders
Source industry trends, partner research, and media analysis
Contribute creatively within presentation work, invitation creation, and various communications
Assist in the planning and execution of various on-property actions inclusive of Domestic and LATAM partner visits, media events and broadcast productions, such as
Proficiency in Spanish
Interpersonal skills and the ability to work well in teams
Understanding of the importance of meeting deadlines and delivering beyond expectations
Experience in interacting with internal and external professionals (including from outside the US)
An interest or educational background in marketing, advertising or broadcast/communications
Excellent attitude and disposition with the ability to work within a diverse organization
Passion for the Disney product, travel and leisure, entertainment, and media
Working knowledge of PowerPoint and graphic arts programs

179

Asset Pricing & Reference Data-relationship Resume Examples & Samples

Relationship management with business sponsors and user base
Plan and project manage the adoption of the new strategic platform for a specific business line (or set of business lines), liaising with the rest of the Reference Data organisations (Tech & Ops) to that effect
Oversee the end-to-end delivery of business requirements, by project managing the following functions: requirements gathering, analysis, specification and testing
Create project plan through rigorous process with clear objectives, roles, tasks, milestones, budget and measures of success
Actively manage project-related issues and risks
Facilitate prioritisation, own and develop formal communications – including status updates, and assist in the business sign-off process
Coordinate and work with analysts, developers and testers for software build
Coordinate UAT, business sign off and user training
Liaise with Release Management to ensure successful and smooth implementation
Liaise with Operate support teams
Sound understanding of equity, rates, credit and commodities products (including cash and derivatives), and trade lifecycle is highly desirable
Minimum 10 years of exposure in a banking environment or in the financial industry (investment banking preferable) is a requirement
Direct experience of Reference and/or Market data is a requirement
Interpersonal and influencing skills
Demonstrated stakeholder management skills and related experience
Strong team attitude
Proactive and pragmatic
Excellent analytical, problem-solving and organisational skills
Flexible approach to meeting targets

180

Ultima Lifestyle Relationship Manager Resume Examples & Samples

University graduate with min. 8 years working experience
Experienced credit card product manager
Proficient in reading, writing and speaking mandarin is a must
Working experience in the financial/ banking industry for at least 6-8 years, and credit card experience of minimum 4-6 years, with solid performance track record
Ability to handle pressure, can manage time effectively, and prioritize tasks well - Strong strategic thinking and analytical skills
Financial or product P&L management experience preferred
Excellent interpersonal and leadership skills with the ability to influence without direct authority, a good team player and have the ability to work collaboratively across matrix organization

181

Relationship Manager Corporate Banking Resume Examples & Samples

As relationship manager, act as the primary contact point for customers
Provide and offer extensive and sophisticated financial solutions to existing customers and prospect names
Organise deals with customers and coordinate the process with relevant departments in the Mizuho Group in order to maximise our group profit
Prepare credit application
Monitor customers’ financial condition and credit worthiness in accordance with internal credit rating procedure
Complete credit documentation with the assistance of internal/external lawyers, etc
Support subordinated to develop their skill set
Comply with various regulations related to banking business
Comply with internal rules
Take responsibility for any other ad-hoc job tasks to be requested by GM
Japanese language skill and business English communication skill (written and oral)
Banking business experience at commercial bank or investment bank or other equivalent
Knowledge of banking products and preferably securities business products
Good consultative skill
Ability to plan, organize own work, and be aware of risks
Analytical and research skill
IT/software literacy: word, excel, power points, Bloomberg, etc

182

Junior Relationship Manager, Network Support Resume Examples & Samples

Minimum of 3 years Corporate, Transactional Banking or Corporate Finance experience
Strong credit risk background - Credit Officer, or potential to achieve CO status within 12 months, and longer-term potential to be in SCO pipeline
Good understanding of banking products – cash management, trade, FX, derivatives, lending
In-depth understanding of compliance, global and local regulatory requirements
Experience in working with and within a matrix organization and cross-functional teams. Diverse knowledge of the financial and capital markets, the competitive environment, and local regulations

183

Relationship Manager Business Banking Resume Examples & Samples

Contribute to the strategic business priorities of Volume Growth and improving the Client Experience through Client Discovery. Responsible for proactively delivering financial insights and advice to clients and prospective clients
Collaborate with the service support team and RBC Partners to develop and execute a client contact strategy, acting on client needs in a timely manner and delivering solutions that serve and solve the client’s and business owner’s needs
Leverage the expertise of RBC by identifying referral opportunities, making introductions together with appropriate referrals to RBC partners
Puts clients first. Excels at responding to requests quickly and reliably and ensure banking products and services operate smoothly
Subscribes to a professional service standard for responding to clients and colleagues, returning voice mail and electronic communications and use business etiquette in all your communications, including outbound voicemail message, and electronic correspondence. Adheres to RBC Brand Standards
Prioritizes and manages time to ensure the minimum sales and contact management standards are met. Establishes appropriate minimum contact and relationship management standards with your Market Head
Deepens relationships with clients by developing and delivering a coordinated client contact strategy that involves the Business Banking relationship team, and appropriate RBC partners
Builds rapport and relates with clients by demonstrating the six step Sales Fundamentals process. Utilizes First Research to develop and demonstrate industry knowledge and utilize in client discovery sessions to develop robust Client Relationship Plans
Documents the opportunities identified for each client in the Client Relationship Plan (CRP). Conducts an annual discovery/strategy session with all clients reviewing and updating the action plan outlined in the CRP. Documents the opportunities in sales pipeline and populates the forward calendar activity in Outlook for follow up
Advocates when delivering financial advice by offering unique, valuable insights on the client’s industry, business or market. Helps the client with new or emerging issues that will impact their business. Helps the client to understand and navigate and implement alternatives
Identifies opportunities to introduce clients to RBC partners and makes the referral and personal introductions
Respects client’s time and issues by taking responsibility of client problems at first point of contact by engaging appropriate partners to effectively resolve the problems
Bachelors Degree in Commerce/Finance or a related field
Minimum five years experience in lending

184

Relationship Manager Corporate Banking Resume Examples & Samples

To “own” and manage specified portfolio of clients and deliver revenue targets of assigned portfolio
Cultivate and develop effective relationships with key client contacts
Acquisition of new target relationships. Accountable for the holistic ownership of the customer relationship
Leverage all available resources within Citi to ensure maximization of client revenues & delivery of effective client solutions
Orchestrate efficient delivery of products and services to meet client’s expectations to achieve a high Voice of Client score
To cross-sell all the products of the bank such cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital markets products
To process credit proposals/credit reviews for both approved elsewhere and locally approved names
Negotiate interest rates, fees, commissions and service charges with customers to maximise income/profitability
Develop an in-depth understanding of the customers and their needs (both financial and non-financial) within the Banking marketplace and make pro-active suggestions to help customers achieve their own business objectives

185

Senior International Relationship Manager Resume Examples & Samples

Good understanding of the international business trade cycle, for exchange transactions and the business processes involved when importing and exporting and ability to apply structured bank solutions to match those needs
Strong knowledge of CMB’s international proposition / product capabilities
Ability to interact and build relationships with internal and external stakeholders in HSBC overseas offices and local professional community

186

Corporate Relationship Manager Resume Examples & Samples

Directs the management of all client relationships within an assigned portfolio, through both written and verbal communication channels
Experience with interacting with and negotiating agreements with C-Level personnel
Ideal candidate will reside and be based out of one of the following Midwest metro areas: Milwaukee, WI; Chicago, IL; Detroit, MI

187

Temporary Clerical Relationship Lending Minneapolis Resume Examples & Samples

Perm keyboarding tasks, which may include the preparation of written correspondence and/or the use of a personal computer to access various software applications
Perform clerical functions, including filing, data entry, mail handling and phone calls
Support the activities of other staff within the department, as required or assigned
Exercise a higher level of judgment when performing routine tasks
Prior clerical/office experience
Prior keyboard experience
Ability to alphabetize and sort
Prior filing experience
Prior clerical experience

188

Diversity Recruiter & Relationship Manager Resume Examples & Samples

Facilitate event execution
Develop new and innovative ways to source talent, and continually improve processes
Work closely with diversity partner organizations to drive results
Track diversity metrics, goals and results with Staffing Operations
Prepare communications and documents for varying audiences including business executives, recruiters, and external organizations
Execute Prudential sponsored diversity recruiting events to drive talent to the Firm
Partner closely with Advertising to reshape how we appear externally
Prepare talent ambassadors for the firms recruitment events
Remain close to the competition/understand the competitive landscape
Socialize the hiring and interviewing recommendations with businesses
Share best practices across recruiting team and businesses
Function as an advisor to internal partners and clients
Present at signature events
Develop workshop content
Undergraduate and/or MBA degree
Diversity Recruiting, Diversity & Inclusion, or general campus/overall recruiting experience is preferred but not required
Effective presentation skills
Strong organizational skill sets. Must know how to effectively multi-task

189

Relationship Manager China Desk Kenya & East Africa Resume Examples & Samples

Ability to manage multiple projects in a fast paced environment
Previous Relationship Management experience in a similar structure - 3+ years of marketing
Should be fluent in both English & Chinese
3+ years’ experience as a Relationship Manager
MBA is an added advantage

190

Citibank Berhad Kl-relationship Manager Resume Examples & Samples

CA / Joint Risk Responsibilities with CLU - RM should work closely with CLU in preparing CAs and monitoring risk issues
Risk Management - Close monitoring of client’s business trends and exposure performed by the RM individually
Compliance/Legal related work - Ensure internal and regulatory compliance, flag off any AML/franchise related issues and keep abreast of all policies & processes
Cross-selling & Client Engagement - Responsibilities in relation to cross-selling products and growing SOW / cross-border revenue include
Minimum of 5 years of RM experience is required for this role

191

Data Privacy Relationship Services Manager Resume Examples & Samples

Reviews of business initiatives that involve confidential or Personally Identifiable Information
Interact on a daily basis with initiative sponsors and stakeholders to assist with the completion of initiative on-boarding required documentation
Communicate to initiative sponsors and stakeholders initiative related country clearance status, issues, and risk disposition, including DPO senior management, on a timely basis
This position involves assisting in the production of executive-level reporting for various senior management levels, including status documentation and packaging of evidence/artifacts Provide work flow process improvement recommendations, including introduction of automation tools
2+ years of people managements experience and ability to demonstrate effective people management skills
5+ years of project management experience in a technical environment
Relationship builder and team player

192

Relationship Manager Corporate Banking Resume Examples & Samples

Excellent English communication skills (written and oral)
Banking and securities business experience at commercial bank or investment bank or other equivalent
Knowledge of banking products and securities business products
High level of consultative skill
Strong analytical skill
Train junior members of the team
Arabic language skill is positively considered

193

Platform Innovation Relationship Manager Resume Examples & Samples

Experience in the asset management/financial services industry with a solid understanding of core operational business processes
Experience with analysis and design of business processes
Process modeling and the use of Visio or related modeling software
Hands-on experience with system testing
Extremely motivated and ability to operate in a fast paced environment
Excellent analytical, creative, organizational and problem solving skills
Technical aptitude desired (e.g. SQL)
Aladdin user experience

194

Relationship Manager Queen s Plaza Resume Examples & Samples

Footings Growth (CA/SA/TIDE/AUM/AAFA)
KYC/AML and adherence to other norms
Ensure all client interaction processes are as per norms/guidelines; adherence to Sales Code of Conduct
2-4 years post MBA
Understanding of markets

195

Investment Relationship Manager Resume Examples & Samples

Support Portfolio Manager/Associate Portfolio Manager by
Ensure a comprehensive understanding of each client’s financial needs, risk tolerance, and long-term objectives
Staying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
Preparing and customizing of client portfolio reports
Client Service
Working collaboratively with the Portfolio Manager to satisfy client needs
Responding to client inquiries in a timely, responsive and approachable manner
Proactively identifying and implementing strategies to address client needs
Preparing, analyzing, and presenting reports and recommendations to clients
Developing financial plans, independently or with the Portfolio Manager
Reviewing processes and implementing improvements to the client experience, add value and enhance efficiencies
Using strong knowledge of the Bank’s products and services to ensure client needs are understood, documented and satisfied
Working closely with Team of Expert, as required, ensuring client needs are met
Actively listening and seeking client feedback on products, services and the delivery of client experience
Relationship Management
Utilize the Financial Planning Process to develop an in-depth understanding of the clients’ needs
Identify referrals to the Team of Experts
Maintain superior service standards regarding proactive contact contact, maintaining the Client database and hold and maintain the client’s Financial Plan
Identifying new business opportunities to gather additional assets and/or increase revenue
Maintaining a good understanding of client profiles and objectives to identify opportunities for increasing share of wallet
Assisting in development, preparation and presentation of annual business plan
Managing marketing programs, including development, approvals and implementation
Prospecting and following up on leads including Centers of Influence
Risk Management/Compliance
Minimize the Bank’s exposure to risk by maintaining awareness and compliance with all procedures, regulatory activities and guidelines
Supporting the Portfolio Managers and Associate Portfolio Managers in maintaining client portfolios in accordance with established firm strategy which includes, utilizing the Central Portfolio Models and pools, focusing on client segmentation and client’s risk appetite
Escalating, documenting and reporting any unusual occurrences, suspicious or fraudulent activities, as per established procedures
Team Membership
Contributing to the effective functioning of the Private Investment Counsel team
Fostering and developing a strong, positive team environment
Building effective working relationships across the team and with various business line, internal and external stakeholders
Actively participating and contributing to coaching sessions, touchbases and team meetings
Thorough investment management knowledge and experience as it relates to understanding economic and capital markets
Strong interpersonal, communication & listening skills

196

Investment Relationship Manager Resume Examples & Samples

Ensure a comprehensive and solid understanding of each client’s financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue (both verbal and written) with clients, to stay abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients’ financial objectives
Implement client’s investment strategies under the supervision of a Portfolio Manager or Associate Portfolio Manager, provide clients with timely updates and information and regularly monitor portfolios and make changes as deemed appropriate by the supervising Portfolio Manager or Associate Portfolio Manager
Provide timely support for the Portfolio Manager or Associate Portfolio Manager which may include the preparation and customization of client portfolio reports; Working with Trust Officers to ensure that all investment strategies and principals are applied appropriately; and providing portfolio administration support functions as required for Estate & Trust portfolios and/or direction to Portfolio Administrators
Ensure a high level of client satisfaction and retention
Grow assets under management by consolidating assets from existing clients, getting referrals for new clients, and working with Financial Consultants and other internal partners / external centres of influence
In specific locations, you may be identified as the client’s Primary Relationship Manager (PRM) that is assigned to the SPCG Centre professional with the expertise most relevant to the client’s financial priorities. As PRM you will utilize the Financial Planning process to develop an in-depth understanding of your clients’ needs and will serve as a conduit for referrals to the SPCG Team of Experts. You are responsible for developing multiple service client relationships based on formalized client strategies. You will engage and inform the designated Team of Experts as to changes in client information and priorities. As PRM you will maintain SPCG service standards regarding proactive contact, central client point of contact for special events, recording and maintaining the Client Contact database and hold and maintain the client’s Financial Plan
As a Relationship Manager you are a key member of the Centre’s Team of Experts. You will work closely with the client’s Primary Relationship Manager (PRM) to proactively identify and implement strategies to address client needs. You will actively contribute as a member of the PRM team by updating the PRM/Client Contact database and participating in the client’s annual Financial Plan review process
Ensure compliance with all regulatory requirements, firm policies and accuracy of trading activities
Coach team members to higher levels of performance. Establish and monitor performance objectives. Recognize and reward success and manage non-performance. Coach and guide the development and implementation of Development Plans
A University Degree or College Diploma or equivalent
Thorough investment management know-how and depth of experience required as it relates to understanding economic and capital markets data in order to describe the firm’s investment strategy to partners and clients
CSC
CIM, or its predecessor CIF, or in the process of attaining CIM accreditation
Strong relationship management skills. Proficient in sales and business development
Strong interpersonal, communication & listening and people management skills
Proficient in the completion of a Financial Plan
Thorough knowledge of each SPCG Business Line’s value proposition
Thorough knowledge of the full SPCG product and service offering in order to identify opportunities across the SPCG Team of Experts
Working knowledge of the products and services offered by the Scotiabank Group of Companies (external to SPCG) in order to identify and refer clients as appropriate

197

Relationship Manager Charter Schools Resume Examples & Samples

Minimum 10 years relationship management experience
Minimum of 7 years charter school and/or real estate financing experience
Minimum of 7 years financial and income tax analysis experience
Minimum 2 years in a managerial role
Prefer 2-3 years of experience in a supervisory role

198

Treasury Relationship Manager Resume Examples & Samples

Requires Bachelors in business, finance or related field and some banking, product sales, lending or other directly related experience
Basic knowledge of banking products and procedures, treasury management. Strong sales, client product and relationship management skills
Strong influence, relationship building ability and communication skills, both verbal and written

199

Manager, Relationship Marketing Resume Examples & Samples

Strong knowledge of retirement industry and financial services. Experience with TIAA-CREF institutional capabilities a plus
Proficiency in Microsoft Word, Excel, and Project and PowerPoint applications
Experience with large scale campaign development and execution
Experience with retirement plan onboarding communications
Experience with dynamic publishing platform functionality and capabilities
Experience with presenting or training teams on products or programs
Strong writing, editing and proofreading skills
Ability to work in fast-paced environment, prioritize workload and meet deadlines and deliverables within budget
Ability to quickly assimilate new information regarding specific product and technical topic
Ability to work with little supervision as well as ability to request supervision or assistance when necessary to meet deadlines

200

Aladdin Relationship Manager Resume Examples & Samples

Able to establish strong personal relationships with senior clients, and represent all of BlackRock in a compelling fashion
Insurance or asset management sector domain expertise
Uncovers and meets the need of external clients; builds strong working partnerships with clients and internal organization; acts with urgency and works hard to address client demands; effectively manages clients’ expectations and delivers value-added service
Leads individuals and team to achieve objectives and drive results; inspires and motivates people to the highest levels of performance. Is accessible, engaged and a positive force for change. Provides timely and actionable feedback
Committed to gaining relevant knowledge, skills and experience in commercial markets; utilizes market expertise and savvy to leverage this role; stays passionate about the business and maintains current knowledge about competitor products and services; has broad securities industry knowledge and an understanding of where BlackRock’s’ products and services fit within the industry

201

GSG Relationship Manager Resume Examples & Samples

Manage and grow a client portfolio that focuses mainly on CPM, TTS & FX products
Build Citi compliance and credit policy knowledge and understand how it is applied to client transactions
Macro-market knowledge: know the players, size of the market, market share and other financial indicators
Understanding of Banking products: Loans, FX, Derivatives, Cash Management, Trade

202

Relationship Manager, Large Merchant Resume Examples & Samples

Understand the overall industry trend/insight to insure PayPal’s business strategy fits the growth of such industry
Understand the clients and regularly analyze the key clients’ business and operations, including future business direction, so that PayPal’s business interest grows along with client’s business growth
Retain our key clients to avoid churn and be responsible for maximizing our share of wallet at client’s side against our competitors
Responsible for cross-selling and upselling PayPal’s new product and services to meet or exceed share of wallet goals for the portfolio
Work with marketing team in promotions with key clients for better business growth and retention
Work with peer managers to leverage best practices and provide consistent high efficient sales skills

203

Relationship Group Manager Resume Examples & Samples

Senior transactor responsible to lead a small team of professionals focused on export credit transactions involving export credit agencies and multilaterals primarily in Brazil with possible extension in neighboring countries
Origination and execution of mandates including ECA lending and advisory assignments in collaboration with the New York-based EAF team
Maintain close relationship with bankers in Brazil, industry and product specialists, clients and agencies to ensure effective marketing and execution of transactions Key Responsibilities
Evaluate market trends and monitor risks pertaining to Brazil
Solid origination background and strong credit analytical skills is critical, as well as a familiarity with derivatives and capital markets. Proven track record in financing corporate and project financings in the Emerging or the OECD markets
Good knowledge of the Spanish or Portuguese language is a requirement

204

Marketing Manager Relationship Marketing Resume Examples & Samples

Supporting the development of a Marketing Plan and calendar of activity for GE Money Personal Loans
Creating and implementing a lifecycle marketing programme to drive incremental volume through onboarding, utilization, retention and cross-sell initiatives
To drive marketing effectiveness and targeting working with EIM and Risk functions through data mining, propensity modelling, transactional and attitudinal segmentation
Develop strong relationships with key internal stakeholders to gain buy-in and approval of marketing activities
Identify opportunities for improved customer experience across all touch points
Supplier management, from creative development through to final production outputs
Provide timely budget forecasts and managing campaign costs, timelines and budgets effectively
Ensure brand guidelines and positioning is adhered to
Ensure your areas of responsibility are conducted in a compliant ethical manner consistent with GE Spirit & Letter and external legislative and regulatory requirements
Understand and ensure all Compliance, Legislative & Regulatory responsibilities are met
Immediately escalate any potential compliance issues to Team Leader, Compliance, Legal, HR or through any Open Reporting channels
Complete 100% of all Compliance training and any other training as assigned to you when due
Other related tasks as agreed
Robust lifecycle marketing knowledge
Experience in developing and executing marketing programs delivering strong results
Active Listening — giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
Persuasion — persuading others to change their minds or behaviour
Monitoring — monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action
Oral Expression — the ability to communicate information and ideas in speaking so others will understand

205

Relationship Manager Armoured Car Portfolio Resume Examples & Samples

University degree/college diploma or equivalent work experience
5 to 7 years of related experience
Good change management knowledge and experience
Solid knowledge of standard desktop applications used by the business unit
Solid knowledge and understanding of internal business partner’s key products and services, processes, controls and organization
Solid understanding of the business unit’s risk and regulatory requirements
Solid knowledge of departmental systems and applications
Solid knowledge of process and/or project management
Good knowledge of workflow priorities and deadlines in processing areas that interface with the business unit
Good business and industry knowledge
Strong customer service and relationship management skills
Strong conflict management/ resolution skills
Strong presentation and report-writing skills
Ability to multi-task in a fast-paced environment

206

Marketing Relationship Manager Resume Examples & Samples

Identify business unit marketing and/or communication campaign needs based upon business objectives
Establish marketing objectives and strategies
Develop marketing/communication campaign theme and message
Manage all aspects of the development and execution of each marketing and/or communication campaign project from conceptualization through execution and implementation
Develop and manage marketing campaign budgets
Evaluate campaign for effectiveness in meeting business objectives. Analyze results of marketing campaigns and develop recommendations based upon campaign results
Maintain an awareness of new trends and developments in marketing and company products and services
Manage marketing project teams, ensuring marketing and communication programs adhere to schedule and meet business objectives
May act as partners in regional / corporate level initiatives to support service excellence, employee commitment, strategy planning and operational efficiency
Advocates for marketing requirements/capabilities to be installed in Alternative Banking technology implementations
Minimum of 7 years’ experience in managing marketing campaigns in a client or agency environment, or in marketing, portfolio management, product development and/or product risk
In lieu of degree, minimum of 12 years’ experience in managing marketing campaigns in a client or agency environment or in marketing, portfolio management, product development and/or product risk
Minimum of 5 years project management/supervisory experience
Excellent PC skills with proficiency in software programs utilized by department
Copy writing and editing proficiency
Sound creative judgment with advertising/direct marketing production knowledge
Media planning knowledge
Excellent written, verbal and negotiation communication skills
Strong interpersonal skills and ability to interact professionally with all levels of management
Working knowledge of applicable banking laws

207

Cash Management Relationship Manager Resume Examples & Samples

Delivering CMG’s full range of products and services in addition to delivering the wider BlackRock franchise to the CMG client base in the Western Region of the US
Maintaining client relationships in the Western Region ensuring successful retention of client assets and complementing the business development activities of senior sales people. While primarily focused on supporting the Bank and wealth management intermediary channels, the individual may also be required to support other CMG US Sales channels within the Financial Institutions group
Demonstrating a collaborative and flexible team-oriented approach
Educating clients on the new regulatory landscape for Cash, including money market fund reform and Basel III while helping to identify solutions that support their needs
Attending and leading client relationship and prospect meetings
Ensuring asset growth and retention for BlackRock and the firm’s cash management services
Deep network of clients and relationships within the US Western region
Commercial Orientation – a demonstrated track record of successfully maintaining significant client relationships within the US Western region
An understanding of the regulatory landscape affecting client investment and operational activities
5 - 10 years relevant experience within financial services
Experience in a business development role
Highly motivated with a proven ability to take initiative and work independently
Proven contributor to a team
Strong communication skills including written, verbal and presentation skills

208

Relationship Manager Sredny Branch Resume Examples & Samples

Experience in sales / customer service
Experience in financial services is preferable
Outstanding sales skills
Strong business planning and time-management skills
Higher education in Finance, Economics is preferable

209

Citibank Berhad Kl-relationship Manager Resume Examples & Samples

Effectively manage client portfolio under care by understanding client needs and tailoring solutions in accordance to their needs
Develop new business relationships to broaden client base
Cross-sell LCB core products and services to increase wallet share
Perform annual reviews on timely basis to ensure sustained relationship with clients
At least a graduate in accounting, business, finance or related disciplines
Good understanding of the market and the target segments LCB focuses on
Good communication, interpersonal and presentation skills
Minimum 5 to 8 years in similar role
Positive work attitude
Dedicated and disciplined team player

210

Relationship Manager Financial Instiutions Coverage VP Resume Examples & Samples

Serve as the client advocate within the firm at strategic level, ultimately responsible for client satisfaction; ensure top rankings in industry surveys
Cultivate strategic business relationships with senior level executives within each relationship
Evaluate existing client relationships and identify new revenue streams through active communication and collaboration with Client Service Manager (CSM), Ops and Systems
Identify and coordinate innovative and integrated solutions to address clients’ strategic challenges using multiple products and services
Responsible for long-term profitability of current client relationships
Ability to define and prioritize key target organizations and develop and execute a targeted calling plan against quarterly activity targets
Coordinate cross-selling activity with CSM, product specialists, Ops and Systems; own, manage and advance these opportunities
At least 5 years of experience in financial institutions as relationship managers or sales representative
Strong sales skills, proven in financial services, tenacious, experience working to activity and sales targets
Strong communication skills with demonstrated presentation skills both verbal and written, both English and Japanese
Knowledge of Trust business is a plus

211

Citibank Berhad Kl-gsg Relationship Manager Resume Examples & Samples

Proven risk assessment, monitoring and control skills in a broad range of customer situations
In-depth knowledge of the full range of banking products and funding solutions
Experience of analysing financial information and identifying/structuring appropriate solutions
Good in oral and written English
Computer literate

212

Gcg-citigold Relationship Manager Resume Examples & Samples

University degree is preferred
Passed HKSI LE paper 1, 7 & 8 and IIQE paper 1, 3 & 5 or equivalent
Excellent communication, relationship building and proactive selling skills
Good command of English, Cantonese and Mandarin

213

Technical Relationship Service Representative Resume Examples & Samples

A minimum of 5+ years of experience in support & account management with the ability to meet metric targets
Very solid understanding of the technologies and protocols offered by TSCI
Insightful grasp of how system integration and technology can enhance and create solutions in the trading space
Solid understanding of buy and sell-side order management work flows
Japanese and English language (both written & spoken) a must
Partnering with account management in our buy-side and sell-side businesses to provide proactive engagements with existing client base in Asia

214

Relationship Marketing Specialist Resume Examples & Samples

Responsible for support of the CE&A participant communications for use with our clients
Field initial questions from the client teams to support all questions regarding deployment and delivery
Assist in delivery of standard product offers across our client base
Document the end to end process defining all key roles and responsibilities, timing, processes, quality assurance, and measurement
Ability to troubleshoot and address user/tech issues before reaching out to vendors
3+ years experience in marketing / client service
Bachelor's degree in Business, Finance or related field, or commensurate work experience
Works well in tight timelines

215

VP-credit Relationship Manager / Team Leader Resume Examples & Samples

This is a “player / coach” role. The ideal candidate will be a more experienced individual with a willingness and ability to do all of the below while assisting less experienced members of his / her team do the same in the context of each of their overall development plans
Monitor the ongoing financial condition and performance of the Borrower, covenant compliance, and the value / condition of the collateral. Make timely recommendations regarding changes in credit classification and risk rating. Develop / implement remedial action plans
In conjunction with the Senior Lending Transactor (SLT) and / or Financial Advisor (FA), maintain frequent communication with the Borrower and the Borrower’s financial advisors. Keep current on major developments and changes in financial condition and identification of potential additional financing needs. Relationship Manager is required to keep the FA informed of relationship status and action plans on an ongoing basis
Pre-screen appropriate transactions and communicate with Senior Lending Transactor and / or Financial Advisor
Develop and negotiate structuring recommendations within the context of the Firm’s credit policy and philosophy. Produce high quality credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigates
Ensure accurate and timely update of pipeline reports. Participate in ongoing pipeline meetings. Facilitate meeting budgeted loan volume goals through efficient and timely processing of loan requests
Make approval or decline recommendations to credit approvers. Articulate recommendation in a clear, concise and informed manner
Demonstrate acceptable level of preparation and knowledge
Manage all loan requests within stated turn times unless justified as an exception. Manage expectations through active communication with SLT, FA and / or client

216

Learning Technologies Relationship Manager Resume Examples & Samples

Relationship Management: Acts as the primary point of contact for Heads of Training and other internal partner groups for queries related to the global LMS and related services
People Management: Manages and develops the MLC Delivery Manager
Deliver LMS Service Excellence: Governs the intake processes service standards, ensuring that the team is executing effectively and efficiently
Service Management: Drives quality execution by the outsourced Learning Operations Administration and Global Helpdesk teams
Business Process Development: Responsible for the definition, development and publication of new service related processes or the amendment of existing ones
Oversight of Business Processes: Ensures business processes are being adhered to effectively and that the processes meet the objectives of the interaction
Support Process Oversight: Provides an escalation point for issues and communicates scope and status to key stakeholders
Documentation management: Defines MLC standards / processes and ensures user documentation or training guides are good quality and up-to-date
Continuous Improvement: Continuously improves Scotiabank’s learning technologies and services through related projects and initiatives
Project Management: Participates in, or project manages related initiatives; communicates project status to key stakeholders through roadmaps and dashboards
Trend Analysis: Uses internal feedback and metrics to identify and communicate trends in consumption of Learning materials and escalate potential issues or highlight areas for improvement
Customer focus: Has a minimum of 5 years experience within a client delivery role, such as consultation, service management or project management
Team management: Has a minimum of 5 years experience with team management including employee recruitment, development, objectives setting and performance review. Is an experienced coach: models behaviours and provides explicit, constructive feedback as necessary to develop the individual
Relationship Management: Has a minimum of 3 years experience in establishing and maintaining collaborative partnerships with managers and directors across business lines and geographies, as well as with supplier groups
Technical skills: Has a minimum of 3 years experience with LMS, HR Information Systems or similar enterprise products. A working understanding of e-learning tools, standards and instructional design methodologies is an asset
Subject Matter Experience: Has a minimum of 3 years experience in adult education or similar work functions
Influence: Has a minimum of 3 years experience in roles that require interpersonal and persuasive skills to publicize and advocate for prospective, new or existing services (e.g. consultative or management roles)
Project: Has a minimum of 2 years experience of participating in large, complex projects and/or leading departmental initiatives across the project lifecycle from justification through to deployment
Communication: Has a demonstrated ability to effectively expresses ideas and issues through verbal and written communication
Flexibility and multi-tasking: Has a demonstrable ability to dynamically manage concurrent client and process demands using excellent judgment to prioritize work across the team
Perseverance: Has a demonstrated to maintain own and team's performance quality effectively when placed in challenging situations
Adaptability: Has a comfort with change; ability to apply skills to varied tasks

217

Relationship Manager GSG Resume Examples & Samples

Maintain and develop customer relationships. Deal with customer’s key financial decision makers (CFOs, Treasurers, Finance Managers)
Handle a large number of clients with vanilla to complex banking needs
New client acquisition
Frequent interaction with peers within Citi (locally and globally) and occasionally with senior management at country/cluster level
Must fully adhere to Citi’s Credit , Risk, Compliance, Legal, Operational etc. policies
1-4 years experience in banking relationship management
Excellent knowledge of market, customers, competition, local regulations, loan products, FX, cash management and trade products are needed
Sound knowledge of local corporate banking market, customers, competition, regulation etc
Experienced in client interactions, negotiations, can lead high-level meetings with clients, internal Citi partners, peers, senior management
“Partnership” approach in working with internal and external counterparts
Native Hungarian
High level interpersonal skills, strong negotiation and good presentation skills
Must have good selling skills and be highly creative, initiative and flexible
Ability to work independently without direct supervision
Pay attention to details, set priorities and work under pressure
At least basic credit skills, exposure to credit analysis

218

Citibusiness Relationship Manager Resume Examples & Samples

Accountable for delivery of key goals
Accountable for achieving further product penetration with existing customers as well as the acquisition of new customers
Accountable for individual revenue target assigned
Possess strong Corporate/Commercial Banking background, skills and knowledge
Possess Assets and Liabilities background and experience
Aggressive, self driven & self motivated Possess strong work ethic and integrity

219

Citibank Berhad Kl-relationship Manager Resume Examples & Samples

Highly developed interpersonal, negotiation and networking skills in a sales environment
Outstanding customer relationship skills
In-depth knowledge of credit processes and policy
Appreciation of macroeconomic and financial outlook with strong understanding of banking sector activity
Able to speak Mandarin is an added advantage

220

Ccb-relationship Manager Resume Examples & Samples

Manage a portfolio of key accounts under the MME segment of Commercial Bank
Deep understanding of the MME market with a minimum of 10 years of proven sales experience in financial institutions dealing with commercial banking segments
Penchant for multi-product sales with an understanding of banking products (assets and liabilities); a strong credit background is essential

221

Ccb-relationship Manager Resume Examples & Samples

Should have a deep understanding of the SME/MME market with at least 3-5 years of proven sales experience in organizations dealing with commercial banking segments
Should display a penchant for multi-product sales with an understanding of banking products (assets and liabilities)
Ability to balance priorities between delivering sales targets and KYC/AML/credit requirements of the franchise is also essential

222

CCB Relationship Manager Resume Examples & Samples

Minimum 5-7 years of work experience in banking industry
Should have expertise in credit sales
Strong knowledge of sales principles
A good financial knowledge
A good communication, presentation and interpersonal skills
A good relationship management skills and analytical skills
A good understanding of the business and its products
Strong computer knowledge and sales technology
Having good command of English language

223

Cbna-gcg-relationship Manger for Citi Commercial Bank Resume Examples & Samples

Graduate of any business course from a reputable school
At least 5 years commercial bank experience with risk background
Accepts and tackles demanding roles with enthusiasm
Adapts to changing circumstances; tolerates ambiguity; accepts new ideas; comfortable analyzing financial data and is able to come to reasonable conclusions/recommendations
Demonstrates strong communication and negotiation skills
Disciplined and structured in managing day-to-day activities
Knowledge of local commercial market and commercial bank products

224

Cfsi Rbb-relationship Manager Resume Examples & Samples

At least 5 years of experience in sales for investments and insurance
Strong team player with good relationship management skills and problem solving skills
Certified on the following

225

Relationship Development Specialist Resume Examples & Samples

Strategic Business Planning (Working)
Relationship Management (Working)
Sales & Service ( Working)
Understanding of Dealer Products, Lending / Investment Process, Lending Directive (if applicable, supporting processes and technology
French language required, English an asset
WORKING CONDITIONS
This role maintains a remote/home office and may have hours outside of the normal 9 – 5 work day

226

Research Relationship Manager Macquarie Professional Series Resume Examples & Samples

Organising client reviews, collation of collateral and data templates
Analysing of sales inflows, competitors and products
Assisting the Head of Research Relationships (MPS) with relationship management of research clients
Assisting with the communication of the MPS sales effort to offshore partners
Hosting research review meetings
Building and maintaining tools to report fund inflows and client growth
Maintaining client details through the CRM system (SalesForce)
Co-ordinating the review of client agreements with internal Product & Legal teams
Invoice management and tracking expenses to budgets
Assisting the marketing and events team with the coordination of events
In collaboration with the product team, completing RFP, RFI and Due Diligence templates and questionnaires for fund reviews
Have professional experience in research (from a research house/dealer group/platform) or product management
Hold tertiary qualifications (ideally in Finance, Commerce, Accounting, Economics)
Take a proactive approach to your work
Be flexible and naturally inquisitive
Have the ability to effectively communicate both in writing and verbally, with a variety of stakeholders and to express technical investment concepts
Be genuinely interested in investment management and pursuing a career in distribution or relationship management
Be focused on achieving results and reaching outcomes
Enjoy working in a dynamic and fast paced environment where your contribution is recognised and rewarded
CFA, CIMA or Masters (in finance or commerce) qualifications

227

Citibank Berhad Kl-relationship Manager Resume Examples & Samples

Minimum experience of 2 years in marketing role
Proficient in both written and verbal English
Having prior experience in dealing with retail partners is an added advantage

228

FI, Relationship Manager Resume Examples & Samples

This role will maintain and implement policies and procedures and develop as area expert in specialized function or business /product
One of the key responsibilities will be the day-to-day technical or functional expert in assigned area. You may have management responsibilities for a small team, or may be a single incumbent with manager responsibilities for a function
Furthermore, this role will handle large accounts and refers the most complex problems to senior staff

229

Relationship Manager for Financing Programmes MEA Resume Examples & Samples

Management of multiple channel partner relationships (systems integrators and distributors) in 10 countries throughout the Middle-East & Africa region
Development and growth of the programme with responsibility for Operating Plan volume target
Handle all commercial aspects of the partner relationships in alignment with Vendor customer representatives in accordance with programme strategy
Management of relationships with Vendor teams assigned to the programme for the MEA region and in the US
Set overall account strategy, identify growth opportunities, identify risks to OP, potential dilution of security and operational issues
Collecting financial, and non-financial information, and completion of pricing pro-forma’s, where applicable, to ensure the timely execution of credit line increases, reviews and on-boarding of new partner relationships
Ensuring full compliance with anti-money laundering and customer due diligence regulatory requirements
Structuring credit lines to enhance security positions (credit insurance; ILOCs, bank and corporate guarantees, and where applicable Vendor support) in accordance with Risk policy guidelines
Managing legal process in alignment with Risk department to ensure credit lines and related security are documented appropriately
Act as primary commercial interface to set ongoing requirements for credit (co)insurance cover via dedicated credit insurance broker
Act as primary commercial interface with programme investors in alignment with Capital Markets team
Provide oversight and guidance to Service & Delivery team regarding timely receipt and collection of customer payments, agreement of payment plans and ongoing operational maintenance of credit lines
Proven experience in Trade Credit and/or Supply Chain Finance
Proven risk management experience, preferably in inventory finance, Corporate Lending, ABL/ AR financing and across a variety of geographies
Demonstrated experience underwriting and overseeing large, complex transactions from application to funding
Excellent knowledge of credit / risk underwriting processes and cash flow analysis
You must be willing to travel up to approximately 25% of the time
Strong insight to the inventory finance / AR business model across all functions
Strong project management, documentation and communication skills
Multijurisdictional legal and/or compliance requirements
Strong leadership, presentation, negotiation, and communication skills (written and verbal)
Ability to multitask, and direct and motivate geographically dispersed teams
Teamwork – builds trust by respecting the ideas and contributions of everyone
Accountable – Places success of the organization ahead of personal gain
Accountable – Does what is best for the team and the customer
External Focus - Anticipates customer needs and ensures that they are met
Imagination and Courage - Able to take risks on both people and ideas, willing to challenge the status quo
Expertise - Gains perspective through varied experiences and build-up of skills
Languages -Fluent in English
International travel will be required and a full & clean driving license is essential

230

SVP, Credit Bureau Relationship Manager Resume Examples & Samples

Represent Citi as the central point of contact for all businesses that rely on credit bureaus for contract engagement
Work across all ten Citi businesses to capture and map credit bureau engagement landscape and recommend “common path” usage that meets internal client business objectives while driving cost and processing efficiency
Work with credit bureaus to integrate best practice recommendations across Citi on practices, processes and new solutions
Bring to light, industry trends regarding Credit Bureau matters and highlight risks and opportunities for the organization
Leverage bureau platforms and tools to support Citi business needs and engage with partners on use cases to broaden usage and share learnings
Develop and implement quarterly forums to bring Citi business leads and credit bureaus together to discuss the regulatory environment, business pain points, opportunities, and align on strategic vision
Partner with Procurement to drive cost and service alignment globally which will support product and pricing decisions
Create formalized global policy for consumer oversight and reconciliation of credit bureau by product and area
Develop a new bureau product/service request process to include cross line of business review for any new products and services to secure better pricing and service commitments
Drive third party oversight and support CFPB and OCC requirements and requests
Drive independent oversight of credit bureaus to ensure compliance with all laws, rules, and industry best practices
Be the central point of contact for all escalations and drive for timely resolution and root cause analysis that would prevent recurrence
Lead the integration of the enhanced subscriber code request process and manage user validation processes to ensure proper access control
Ensure compliance with monitoring of credit bureau inquiries (hard versus soft inquiries) and work with the business to quickly identify issues and drive resolution
Continue to drive down number of subscriber codes and sub-codes to deliver what the business needs while eliminating unnecessary complexity
Bachelor's Degree required; Advanced Degree preferred
10+ years experience in financial services required
Specific experience in working with Credit Reporting Agencies a plus
Requires strong cross line of business leadership and influencing skills
Collaborative work style -- ability to effectively interact with partners across organizational boundaries and hierarchies
Strong leadership presence -- command respect and earn trust of senior management team
Highly motivated and self-driven, ability to multi-task productively, and strong results orientation
Clear/logical approach to problem-solving - breaking issues down to components parts, identifying most important issues

231

Upper Middle Market Relationship Manager Resume Examples & Samples

Lead the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace
Partner with other Citi businesses (i.e. Retail Banking, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives
Proven leadership ability with excellent interpersonal communication skills
Must be a self-starter, someone who demonstrates by getting out in the marketplace

232

Icg-fi-relationship Manager Resume Examples & Samples

University graduate with minimum 3 years relevant banking experience and proven record in credit and relationship management at reputable institutions
Experience in Financial Institutions/Transaction Services/Markets with Relationship Management or Sales focus is preferred
Strong credit and analytical skills required
Good knowledge of Cash Management, Securities and Fund Services and Markets products is preferred
Good written and spoken English. Mandarin is a must

233

Relationship Mktg Specialist Resume Examples & Samples

Responsible for support of the CE&A Financial Essential participant communications for use with our clients
Provide support to the client teams regarding support materials
Coordinate end to end activities associated with an in person / web workshop; including but not limited to scheduling facilitators and on-site logistics, orders within several internal systems
Provide reporting and measurement through data entry and scanning
Responsible for managing inventory of materials including workbooks, workshop materials and other items
Identifying, researching and implementing efficiencies and improvements
Requires 3+ years of experience in marketing / client service
Strong process management skills
Works well in tight timelines and is detail oriented
Creative thinking and problem resolution
Must be proficient in Excel and PowerPoint

234

Relationship Mktg Associate Resume Examples & Samples

Field initial questions from the client teams to support all questions regarding deployment and delivery of workshops
Facilitates and drives all the logistics and coordination involved to deliver a successful in person or live web workshop
Responsible for ordering and delivery of materials including workbooks, workshop materials and other items
Helping to document the end to end process defining all key roles and responsibilities, timing, processes, quality assurance, and measurement
Responsible for tracking and reporting on support needed to identify trends and areas for improvement
Requires 5+ years of experience in marketing / client service
Institutional Retirement Marketing experience a plus
Bachelor's degree in Business or related field, or commensurate work experience
Effective communicator with strong written and verbal skills
Energetic and capable of managing multiple projects simultaneously
Position will be AWS

235

Secretary, Relationship Marketing Resume Examples & Samples

Managing team calendars & expense reports
Assisting with contract administration
Processing media requests
Paying invoices within SAP
Covering team phones
Organizing Synergy Summit events
Creating professional documents using Microsoft Office programs
Minimum of two years related experience
Must have strong verbal and written communications skills and interface well with both internal and external partners at all levels
Demonstrated computer proficiency in a Windows environment and SAP
Demonstrated strong partnering skills
Strong organization and time management skills with attention to detail
Proven experience with SAP Procurement, Travel & Expense and Personnel functions
Ability to work as part of a dynamic team
Proven knowledge of the Walt Disney World Resort
Bi-lingual (Spanish)

236

VP Premier Relationship Adv PCS Resume Examples & Samples

Series 7, 63, 65 or 66 (in lieu of 63 and 65) and life and health insurance licenses
Minimum of three years proven nontraditional banking financial sales experience or equivalent
Expert knowledge in wealth planning and wealth products
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country

237

SVP, Relationship Manager Resume Examples & Samples

For CCB, that means a partnerwho provides creative client solutions and acts with integrity
For CCB, that means a driverwho advances the business and challenges the status quo
An optimistic and proactive approach to finding new opportunities for clients, looking beyond immediate business silos and geographic borders
Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
Experience, education and technical skill requirements to be defined by local market/hiring manager

238

Private Bank-uhnw Greater China Relationship Manager Resume Examples & Samples

University degree holder and / or with 5+ years of professional experience in a similar capacity
Fluency in English required with Mandarin and / or Cantonese a definite plus
Strong leadership and management skills
Strong presentation skills, an excellent communicator with client facing experience a definite advantage
Strong understanding of the needs and sensitivities of clients (private individuals and families)
Proven track record on investment sales and / or relationship management performance
Able to work under minimal supervision; adaptable to work in demanding environment
Detail-oriented and results-focused
Strong knowledge of local regulatory policies and guidelines
Strong knowledge of relevant financial markets and instruments
Appropriate local regulatory qualification and licenses

239

Relationship Manager WM Greece Resume Examples & Samples

Identification of prospects and management of prospect pipeline
Provide extensive knowledge of your target market and develop strong networks with opinion leaders and door openers
Provide high quality strategic investment advice
Participate in all desk and sales meetings and all other mandatory meetings

240

Agency Relationship Manager Resume Examples & Samples

Build and develop mid-level and senior level agency relationships with a focus on driving revenue, agency education and agency satisfaction
Serve as an industry thought leader in social media and digital advertising and adapt to Facebook‘s ongoing product and technology developments
Partner with client teams to ensure all RFP’s are being captured and there is complete alignment between client and agency Create and deliver consultative sales presentations using industry knowledge, market trends and Facebook marketing solutions
Work collaboratively with cross functional teams to drive revenue growth with new and existing customers
Always deliver the highest level of customer service and present Facebook solutions in a compelling, positive and professional way to ensure effective client engagement, monitoring of client satisfaction and resolution of client issues and concerns

241

Relationship Manager Asset Servicing Western CH Resume Examples & Samples

Provide in depth-analysis and background information to the client with regards to investment reporting
Plan and conduct review meetings to maintain relationships to clients and their third party partners
Close interaction with sales to on-board new client relationships (transition management)
A seasoned and credible professional with profound custody / asset servicing experience
In command of a level of seniority which enables him or her to deal credibly with clients and be fully accepted as an appropriate counterpart
Strong Asset Servicing relationship management track record
Sound working knowledge of Global Custody, Fund Services, Reporting, Investment Management and Control
Fluent German, French and Englisch

242

University Relationship Manager Resume Examples & Samples

Responsible to develop the long-term Campus Recruitment strategy to effectively meet the business needs pre and post opening of the company
Develop meaningful and sustainable relationships with targeted universities, colleges and vocational schools
Develop and execute strategic plans for on campus activities including recruitment events, speaking engagements, presentations, and other activities
Utilize recruitment tools for technology optimization, process efficiencies, and applicant pool management
Ensure excellent communication both within Company and with campus leaders
Create employment brand awareness and advance our reputation at targeted campuses through value added work
Understand how to improve company's competitiveness, national visibility, and stature within the academic/ education community
Develop a deep understanding of perceptions and needs of students, faculty, and administrators to seek opportunities to advance students skills and experiences while advancing the company's desire for qualified talented Cast

243

Relationship Manager, Government Banking Resume Examples & Samples

Bachelor’s degree or in lieu of a bachelor’s degree, four years relevant work experience
Five years’ experience in commercial banking or related profession
Must be self-motivated and proactive
Extensive knowledge of credit and non-credit products

244

Product & Relationship Manager Resume Examples & Samples

Researching market conditions, future developments and competition. Uses this to provide solutions and information to clients
Develops a reputation as a market expert to be relied upon by clients and business managers. Uses market knowledge to analyse and plan for developments to enhance services
Develops new products/services to be implemented
Develops local service/product delivery strategy and establishes client relationships
Builds marketing strategy and initiates customer calls/sales meetings
Responsible for relationship issues (e.g. re-pricing, compliance, documentation, etc.)
Manages relationship with the clients’ key decision makers
Manages projects for delivery of new products/services
Complete all tasks in connection with the organization’s activity but not detailed in the current job description, charged by the direct manager, supervisor, or the functional head
Must have a comprehensive knowledge of local capital market and competitors
Must be familiar with most of Citibank policies (related to Credit, Risk, Legal, A, MIFT, AML) and know the market, customers and local infrastructure entities (Giro, KELER, VIBER)
Excellent knowledge of FX, capital markets and securities services products is a must
Must be excellent in attention to details and work under pressure
3 to 5 years experience in management of securities operations of business
Should possess excellent communication, service, interpersonal, selling and negotiation skills and high level of creativity and flexibility
Team player with analytical thinking, integration skills, creativity and flexibility is required
Fluent in written and oral English

245

Relationship Manager Associate Resume Examples & Samples

Minimum 2 years of credit analysis or financial analysis experience required
Minimum 2 years of experience in a banking or financial services environment required
Bachelor’s degree in Business, Finance or related area preferred
Excellent organizational and analytical skills
Good verbal and written communication skills to present clear and precise recommendations based upon analysis for action on loans and loan treatments

246

Relationship Manager Uhnw Russia / CIS Resume Examples & Samples

Client/Prospect visits and meetings (including preparation and travelling)
Implement a clear strategy for developing the client base (share of wallet), new assets and long term relationships
Involve specialists of other divisions and share Best Practices with other RMs, IAs and ISs
Manage your client/prospect book in collaboration with IA and IS
Collect all relevant KYC information and documentation
Interact with WM Support and Process & Risk Specialist (PRS) in order to complete open risk issues immediately

247

GSG Japan Desk Relationship Manager Resume Examples & Samples

Manage and grow a portfolio of Japanese subsidiary client relationships across the region, with full accountability for the entire ICG wallet. Be the Regional Account Manager (RAM) for clients with regional treasury centers
Originate opportunities resulting in net new revenues for Citi with adequate returns on capital, through cross-sell of the full range of ICG products. Protect existing revenue streams and acquire new client relationships
Build strong relationships and senior access to the client organisation, enabling strategic dialogue. Become a true trusted advisor to Regional CFOs / Treasurers. Proactively identify opportunities and structure innovative solutions across products, tailored to client requirements
Communicate regularly with in-country SAMs and Corporate Banking PAMs to ensure alignment with client objectives, and consistency in coverage, services and credit strategy for overall relationship growth. Partner with other parts of the bank to drive client satisfaction, build client loyalty, and respond to client escalation issues
Maintain continuing awareness of and compliance with the bank’s credit policies and regulatory requirements, and maintain the highest standards of risk management
Negotiate credit and product documentation with clients in accordance with the bank’s policies and guidelines
Actively engage with the Industry Heads to keep abreast of Industry trends and drive thought leadership
Demonstrable experience in a regional / multi-regional product, or RM role
Knowledge of TTS, FX, Corporate Finance and Credit products is mandatory
International experience through managing Regional / Global cross-border relationships, networks and deal teams required
Proven track record of successful relationship management with senior corporate personnel, such as Group Treasury
Strong interpersonal skills to work on complex transactions and their implementation
Knowledge of Japanese language
MA or MBA (beneficial)

248

Relationship Manager, Transaction Banking Resume Examples & Samples

Managing the transactional banking requirements for a portfolio clients
Building and sustaining strong internal and external relationships
Identifying and executing new business opportunities and referrals
Understanding and developing all business processes and proactively seek efficiencies internally and for clients
Managing ongoing operational risk and building relationships with internal and external risk management teams
Hold appropriate tertiary qualifications in finance, economics or related degree
Previous experience in a client facing transactional banking role
Possess strong relationship and business development skills

249

New Relationship Development Resume Examples & Samples

Bachelor’s degree (or a High School Diploma/GED and a minimum of 5 years of sales experience)
Minimum of 5 years of progressive sales experience in relevant industry
Comprehensive knowledge of Industry-related financial analysis and risk, tax and legal principles and analysis

250

Ccb-mme Relationship Manager Resume Examples & Samples

To be the focal point of contact for the multi-national relationships (Korean Subsidiaries in India in Commercial Banking Space) by combining Citi's business proposition and client’s unique and individual needs, fully utilizing best solutions in lending, liquidity management, collections, payments, trade, foreign exchange, treasury and corporate finance
To be customers' first and one-stop shop to all their banking requirements, representing Citi's Global Franchise
Identify new business opportunities to increase/diversify revenue stream by up-tiering/cross-selling the existing baseline business. Maximize the efficient use of Citi's global business resources
Client need-based solution approach/dedication to resolve issues timely, by demonstrating Citi's uniqueness in global network and strong franchise. Cultivate and develop effective relationships with key client contacts
Team player with excellent communication and interpersonal skills and ability to work effectively within the India Team and Korea team
Customer satisfaction through day-to-day communication with internal/external clients and establish a firm working relationship or uptier it to partnership level
Ability to effectively plan, manage time and work independently
Manage a set of Korea subsidiaries in close coordination with Senior RM in Chennai
Develop business with a set of Korean subsidiaries identified as prospects
Up-tier the relationship with key decision makers in the company
Closely liaise with PAM team and Korea Risk to ensure adequate support is provided to subsidiaries
Identify and erport risks in Korean subsidiaries to India Risk, PAM team and Korea Risk

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