Relationship Support Resume Samples

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M Green

Missouri

Green

5726 Jacobson Terrace

San Francisco

+1 (555) 268 0726

5726 Jacobson Terrace

San Francisco

Phone

p +1 (555) 268 0726

Experience Experience

New York, NY

Deposit Relationship Support Supervisor

New York, NY

Bernhard Inc

New York, NY

Deposit Relationship Support Supervisor

Responsible for providing routine coaching to staff, establishing employee goals and compiling employee reviews
Assist department manager in compiling and implementing project plans relative to the exception processing functions
Identify methods of improving both functional and departmental efficiencies that contribute to improved delivery of quality service and have potential to reduce expenses
Assist department manager with maintaining and updating the Trips and Exception Processing systems controls to ensure correct processing to clients’ accounts
Develop/maintain tracking of data relating to daily volumes, performance standards and performance to plan
Complete Bank Control Rate Changes according to established procedures in the absence of the department manager
Maintain outstanding quality service by motivating staff to meet and/or exceed established service level agreements

Chicago, IL

Bilingual Relationship Support Unit Service Officer

Chicago, IL

Zieme-Renner

Chicago, IL

Bilingual Relationship Support Unit Service Officer

Coordinate changes in lines of credit with CRMS according to guidelines provided by Relationship Manager (RM)
Keep and improve customer satisfaction as measured through the ICG Survey
Identify ways to improve processes within the unit
Provide customer advice in product opening and maintenance, as well as in transaction execution
Execute the ICG product opening processes for customers
Coordinate investigations for exceptions to determine root cause and propose solutions for the exceptions and how to prevent these in the future
Coordinate with the RM to ensure exceptions are adequately documented considering risks and controls

present

Boston, MA

Relationship Support Unit Head

Boston, MA

O'Hara-Lubowitz

present

Boston, MA

Relationship Support Unit Head

present

Develop corrective action/performance improvement plans for all Partially Effective and Not Effective direct reports
Recognize and provide development opportunities for Exceptional and Highly Effective employees
Develop candidates for open positions
Demonstrate in-depth and broad product expertise, in particular those with more complex characteristics: Structured Loans, Trade Products and Cash Management
Maintain abreast of all product updates and developments & effective communicating it to personnel
Conduct candid, robust mid-year and year end performance assessments with all direct reports
Keep and improve the Voice of Process (VOP) indicators

Education Education

Bachelor’s Degree in Business

Georgetown University

Bachelor’s Degree in Business

Skills Skills

Ability to learn and understand the firm and regulators’ independence rules and policies as well as familiarity with other risk management initiatives outside of area of expertise
Good working knowledge of computers and common software packages including analytical tools
Basic knowledge of project management tools and methodologies
Able to develop a broad knowledge of the firm and its practices
Strong research skills and ability to apply sound business judgment to individual and team assignments
Ability to keep confidential sensitive information
Ability to deliver tough messages to executive leaders within the firm
Ability to successfully manage multiple tasks and activities in a timely manner and be responsible for specific outcomes
Committed to delivering quality work, demonstrate a willingness to team with others, and help create a positive work environment
Good interpersonal and responsive customer service skills

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6 Relationship Support resume templates

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Business Relationship Support Resume Examples & Samples

Maintain knowledge of independence rules and policies; contract administrative processes; data protection and privacy laws, regulations, technologies, emerging trends, developments and best practices; procedures when analyzing accounting transactions and accounts; the firm’s procurement policies, and other general policies of the firm
Assist with the evaluation of risk to third party business relationships and propose suggestions/solutions OC to make sure relationships are in compliance
Performs research with Global Independence system (GIS), contracts, privacy policies, government websites, etc. and finance data
Reconcile information obtained from research and communicate findings, parameters and next steps to leadership/OC
Assist with research of the involved parties in the firm's numerous data sources and review research
Review data collected for gaps and alert leadership/OC
Review research results and make appropriate recommendations to leadership/OC
Provide informal feedback to other Business Relationship Support team members
Provide regular status updates to OC/Supervisor
Research skills using internal and external data sources (i.e. GIS)
Independently handle high stress situations
Knowledge of research tools/functions, administration, and/or a call center environment

Business Relationship Support Team Operations Coordinator Resume Examples & Samples

Evaluate risk of third party business relationships and propose suggestions/solutions to ensure compliance
Liaise with appropriate business – Independence, General Counsel’s Office (GCO), Procurement, etc. – regarding communication and deliverables
Analyze and reconcile information obtained from research and communicate findings, parameters and next steps to leadership/external vendors
Proactively consult with all levels of EY personnel and external parties to advise on the overall business relationship support process and activities involved in the overall process
Prepare, contribute and run reports
Conducts research of the involved parties in the firm's numerous data sources and conducts a thorough analysis of the research
Independently looks for gaps in the data collected from various internal and external data sources
Consult with engagement professionals, highlights concerns and escalate to the subject matter expert (SME)
Review research results and make appropriate recommendations to the engagement team
Strong research skills using internal and external data sources (i.e. GIS)
Knowledge of corporate entity structures (i.e. LLC, LLP, private)
Proficiency in Microsoft Office (Word, Excel, Power Point, Visio, etc.)
Ability to communicate in concise and coherent manner
Ability to apply protocols and structured forms
Engage in resolving research-related issues
Expected to work independently and provide regular status updates to Supervisor
Approximately 2-4 years related experience preferred

Relationship Support Specialist Resume Examples & Samples

Prepare and review vendor invoices for accuracy and submit to City President for approval
Verify accuracy of customer commitment fees, engineering fees, facility fees, and letter of credit fees as disclosed on loan documents before submitting to Loan Documentation and Funding Control
Establish relationships and work jointly with Marketing Partners and Relationship Managers to support and grow business
Review and prepare incoming/outgoing vendor invoices and submit for approval
Manage content of customer credit file portfolio and ensure files are up to date for market’s shared drive
Prepare, review and submit Officer Expense reports to Accounts Payable group
Coordinate and schedule RM upcoming events, meetings and travel arrangements
Answer phones and assist customers with appropriate lines of business to service their needs. * *

Senior Team Manager Relationship Support Resume Examples & Samples

The role is a key part of the CMB front office team and is responsible for supporting the RMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organizational standards are maintained and that the Banks policies and procedures are adhered to throughout CMB in order to mitigate
Experienced knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
Bachelor’s degree in a related discipline and 5-8 years of experience in Commercial Banking field OR Master’s degree and 3-5 years of experience in Commercial Banking
Proven track record in a client focused environment
Competent professional who maintains and develops professional knowledge to bring best practice ideas to the business
Experience of working in a teamwork environment
Good analytical and financial skills
Strong prioritizing, organizational and time management abilities
Personal qualities of stability, maturity and authority and an ability to work with staff at all levels

Relationship Support Specialist Resume Examples & Samples

Generate Sales in Process, Sales Calls Activity Logs, Strategic Partner Interaction Inspection and Loan Pipeline reports and distribute to City President and RMs for weekly sales meeting. Other sales management reports as needed. 2.Attend weekly sales meetings and gather information during the meeting that will help plan how to assist RMs on sales calls during the week. 3.Pull daily sales tracking reports, distribute to RMs and make sure sales calls are updated in sales tracking system. 4.Review RPM reports to ensure customer accounts are linked to appropriate relationships.Prepare briefing memos for Strategic Partners to be distributed during quarterly roundtable meetings. 5.Prepare pre-call materials for RM customer sales calls. Perform customer/competitor Internet research for RM sales calls.Coordinate business development projects/initiatives implemented through marketing, sales and operations. 6.Assist RM with Medical team initiatives as needed
Review marketing leads reports to help bring RM attention to leads that have not been contacted. Maintain customer/prospect Tier Ranking process. Make sure customer/prospect ranking is tracked and linked appropriately
Update prospect records and time sensitive ticklers as needed to reflect new customer On-Boarding process. Track Day 2 and Day 45 correspondence in sales tracking system. 9.Initiate courtesy check-in calls, follow-up calls and action plans for key prospects and customers. 10.Educate business clients with information on new products and product offers
Ability to recognize cross selling opportunities and refer business clients to Investments, Insurance, Wealth Management, International Wealth Management, FRMG, Leasing, Merchant Services, Retail and Treasury Management. 12.Prepare and review vendor invoices for accuracy and submit to City President for approval. 13.Verify accuracy of customer commitment fees, engineering fees, facility fees, and letter of credit fees as disclosed on loan documents before submitting to Loan Documentation and Funding Control. 14.Establish relationships and work jointly with Marketing Partners and Relationship Managers to support and grow business. 15.Review and prepare incoming/outgoing vendor invoices and submit for approval.16.Manage content of customer credit file portfolio and ensure files are up to date for market’s shared drive 16.Prepare, review and submit Officer Expense reports to Accounts Payable group
Coordinate and schedule RM upcoming events, meetings and travel arrangements. 18.Answer phones and assist customers with appropriate lines of business to service their needs

Bilingual Relationship Support Unit Service Officer Resume Examples & Samples

Serve as main liaison and escalation point between customers and internal business units during transaction processing period
Coordinate and monitor onboarding process and recurrent client updates within the unit (Platinum, Gold, Silver)
Coordinate opening of product packages
Execute the ICG product opening processes for customers
Provide customer advice in product opening and maintenance, as well as in transaction execution
Ensure agreed operations are correctly processed on time and without documentary risk for the bank
Coordinate changes in lines of credit with CRMS according to guidelines provided by Relationship Manager (RM)
Coordinate data updates as requested by the customer, such as change in address, change in signatures, MIFT or Resolutions
Coordinate product delivery and new product implementation to customers
Coordinate new transactions exceptions, processing manual transactions or any non-standard process up to its resolution
Coordinate investigations for exceptions to determine root cause and propose solutions for the exceptions and how to prevent these in the future
Responsible for the on-time resolution of Investigations
Update all customer information in data base with contacts
Ensure the Centers of Excellence (COEs, Hubs, RPCs) comply with the standard client and product services
Keep and improve the Voice of Process (VOP) indicators
Advice the customer (may be in person or through a call) in operational or document queries and refer him to CitiService, when applicable
Coordinate operations with other areas, including Documentation Unit, Legal, Products, Treasury, Risk and FinCon, when required
Revise loans and lines of credit (including Trade), coordinate with the customers the interest rates for renewals and input in the system. Coordinate also with operational areas, CRMS for line of credit availability, and funds transfers, among others
Coordinate with the RM to ensure exceptions are adequately documented considering risks and controls
Reduce and control documentary exceptions by contacting customers to eliminate documentary risk
Coordinate updates in all customer profile requests
Ensure compliance with Citi’s established controls, policies and procedures to reduce risks of fraud, operational, documentary, information security, reputational, as well as prevent regulatory breach
Bachelor’s Degree in Business Administration or Industrial Engineer
1 to 3 years of experience in Relationship Manager analyst or Financial Analyst
Customer Service experience a must
Ability to handle multiple tasks simultaneously
Bilingual: English and Spanish a must
Quality and Customer Service oriented
Able to visit clients
Customer Service Oriented
Ability to interact at different levels of the organization

Relationship Support Resume Examples & Samples

Minimum bachelor's degree any field
Passionate in growing commercial banking business in Indonesia
Familiar with accounting and corporate budgeting process
Proven written/verbal communication and interpersonal skills
Strong negotiation and presentation skills
Team management skills

Relationship Support Specialist Resume Examples & Samples

Computer proficiency especially with the Microsoft Office suite
Knowledge of internal BBVA Compass systems or the demonstrated ability to learn these systems quickly
Minimum 5 years experience in similar position
Associate or College degree with preference in office management, business, or a Scientific/Mathematical education

Relationship Support Spec Resume Examples & Samples

Leverage all resources of BBVA Compass to ensure the achievement of bank goals
Deliver comprehensive solutions to ensure profitable and loyal customers
At least five years experience in an Administrative Coordinator role

Relationship Support Specialist Resume Examples & Samples

Qualifications: *
Must be professional, demonstrate critical thinking, have the ability to communicate effectively, and have excellent follow up skills
Must be able to work independently, demonstrate critical thinking, and juggle multiple priorities
College degree preferred, with excellent verbal and written communication skills

Relationship Support Specialist Resume Examples & Samples

Must be able to work independently and ability to handle multiple priorities
Proficient in English and Spanish
Establish relationships and work jointly with Marketing Partners and Client Managers to support and grow business. Open new accounts (depository: business checking, certificate of deposits, money markets, Treasury management analysis accounts): gather necessary documentation (entity documents, complete Business Relationship Services (BRS) new account form, identification for appropriate signers (as needed), complete Customer Identification Verification (CIV) form for those signers. If Treasury Management services are needed, notify appropriate TM officer. Provide client support; answer operational questions as they relate to client loans and/or depository accounts. Educate clients about new products and products offers. Coordinate with investment department to relay new exception rates on certificates of deposit. Complete CIV form for Funding Desk on non-publically traded companies; as needed/required. Communicate with BRS on research as needed for client questions and relay resolution back to client Ensure the Loan Monitoring System (LMS) is up to date on all appropriate client documentation related to loan compliance: financial statements, compliance certificates, borrowing base. Monitor weekly past due reports. Review Risk & Portfolio Management reports to ensure client accounts are linked to appropriate client manager and relationship; update as needed. Review and prepare incoming/outgoing vendor invoices and submit for approval. Manage content of client credit files and ensure files are up to date for audit purposes in Alnova LiveLink imaging site. Assist analysts as needed with preparation of Powerpoint presentations for client/prospects. Prepare, review and submit Officer Expense reports in Concur expense system. Make travel arrangements for client managers as needed on American Express Xplorer. Order office supplies and equipment, make sure office equipment is working appropriately/call for service as needed. Process quarterly and annual account reviews on High Risk client accounts as requested by BSA/Compliance. Review NSF report daily and decision. Answer phones and assist customers with appropriate lines of business to service their needs. Resolve OFAC issues as requested. Leverage all resources of BBVA Compass to ensure the achievement of bank goals Align resources and opportunities to build trust within core and extended teams to ensure the client’s needs are met. Execute sales process consistently. Deliver comprehensive solutions to ensure profitable and loyal customers

Relationship Support Spec-iv Resume Examples & Samples

Align resources and opportunities to build trust within core and extended teams to ensure the client’s needs are met
BS in business or management preferred
At least five years’ experience in an Administrative Coordinator role

Business Relationship Support Associate Resume Examples & Samples

Perform initial review of submissions from EY personnel and evaluate completeness, accuracy and appropriateness of proposed transaction/requests
Facilitates and strongly drives the process to completion by following up on requests from risk management consultants and assisting EY personnel
Participate in meetings with area leadership, general counsel’s office (“GCO”) and risk management
Understand and apply key requirements of firm and regulators’ independence rules and policies
Work with EY personnel on obtaining background materials required to initiate review of business relationships or other processes; and communicates effectively and appropriately to clarify and/or obtain additional information expressing needs clearly, providing guidance, answering questions, and listening to their needs/concerns
Act as a liaison between EY personnel, other members of the risk management team, and various functional areas within the firm (i.e. EY Knowledge, Finance, Procurement)
Documents work processes and findings in appropriate work programs
Formulate answers to client questions
Use analytical and project management methodology and tools
Learn and apply the firm structure, business strategies, and people of the firm
Build and leverage a network of contacts within risk management and across the firm
Plan and organize own work and keeps others informed of status and activities
Expected to apply judgment to initial consultations and/or submission reviews and rapidly develop an understanding of key requirements of firm and regulator’s independence rules and policies
Will reference existing policies, however, due to frequency of unique situations will need to research issues and through situation specific inquiries, propose solutions to issues
Expected to escalate matters and/or sensitive transactions requiring more experienced individuals to respond or process
Follows established procedures to complete tasks; however, must be able to communicate effectively with clients on various compliance or independence issues
Communicate processes and identify and provide solutions. Situations can vary frequently and are often unique. For example, a review of a business relationship submission requires interpretation of whether or not the submission and documentation appropriately conveys the proposed business relationship and evaluation of whether the proposed transaction adheres to the firm’s policies and guidelines. This position makes this determination based upon policy interpretation. If the submission did not meet requirements, the BRS Associate would then formulate questions and elicit feedback from the client that would help the Analyst determine whether or not the submission should be approved
Challenges existing processes and approaches operational efficiency, effectiveness, internal c controls, and/or customer service and offer innovative ideas for improvement
Position will exercise judgment in how to accomplish objectives of requests; designated projects; or parts of projects
Ability to learn and understand the firm and regulators’ independence rules and policies as well as familiarity with other risk management initiatives outside of area of expertise
Ability to successfully manage multiple tasks and activities in a timely manner and be responsible for specific outcomes
Requires a solid understanding of relevant firm business and ability to comprehend firm communications, announcements, other change management initiatives, etc. and correlate these changes to processes and escalate as appropriate
Basic knowledge of project management tools and methodologies
Exhibits a positive attitude and approach, willingly accepts new challenges, flexible and accepting of change
Ability to keep confidential sensitive information
Ability to deliver tough messages to executive leaders within the firm
Strong research skills and ability to apply sound business judgment to individual and team assignments
Committed to delivering quality work, demonstrate a willingness to team with others, and help create a positive work environment
Able to develop a broad knowledge of the firm and its practices
Good interpersonal and responsive customer service skills
Good working knowledge of computers and common software packages including analytical tools
Works independently with supervision, however, is responsible for planning and organizing own work and for providing regular status updates
Expected to be prepared to interface with EY personnel at all levels and must be able to demonstrate knowledge of area of operations and communicate processes, identifying issues, and providing solutions for mitigating risk
Approximately 1-3 years related experience

Relationship Support Spec Resume Examples & Samples

Helps prepare pre-call materials for the Relationship Managers
Reviews and logs in all incoming financial reporting for input into loan tracking systems
Solicits prospects and sells additional products to existing customers

Relationship Support Spec IV / Senior Resume Examples & Samples

Prepares various reports such as loan/product sales pipeline, RPM updates, NSFs, past due loans, etc
Reviews, processes and disburses approved draw requests
Prepares ARRs for loan approval
Processes loan advances, payments, rollovers, conversions, margin changes, wire transfers, and all fees associated with loans
Maintains all customer files and database systems
Maintains calendars, schedules meetings, makes travel arrangements, prepares expense reports, answers phones and types correspondence for the Relationship Managers
At least 4 years experience in a secretarial/administrative assistant capacity
Must be able to think independently and have the ability to handle multiple priorities
Excellent verbal and written communication skills. Must be able to present oneself in a professional manner
Ability to work well within the team environment

Administrator / Relationship Support Officer Resume Examples & Samples

Actively contributing to the successful delivery of the departmental objectives along with your own personal business objectives
Administer a varied book of business including Personal Portfolio products
Carry out and follow through client and IFA requests to a conclusion
Take ownership of and resolve any queries through to a satisfactory conclusion
Ad hoc project work
Contribute to a proactive working culture
Be part of an innovative culture to problem solving
Previous life assurance is beneficial but not essential
A good understanding of the regulatory environment of Life Assurance
Ability to demonstrate a professional, positive and customer focused attitude at all times
Highly self-motivated, active team member willing to participate in improving process
Have experience of, but not essential, handling external telephone calls with both clients and independent financial advisors
Ability to manage and prioritise own workload in a fast paced environment
Effective time management
Be passionate about delivering excellent customer service
Language: Good command of written English and Chinese. Fluency in speaking English and Mandarin is a requirement, Cantonese is an advantage

International Customer Relationship Support Advisor Resume Examples & Samples

Support the maintenance and development of the French/German Self Service websites
Responsible for managing and updating the FAQ’s page within the websites
Advise on quality of communication to our international customers
Suggest changes that will positively impact the international customer experience
Review and improve the customer service processes and procedures in line with the department target to reduce contact rate and improve the customer journey
Quality checking of customer correspondence.Assist with benchmarking quality and services against competitors and setting standards for Arcadia Customer Care
Identifying ways to improve service and standards - through systems
Support the department projects and developments whilst maintaining daily admin and ad-hoc working requirements of the department
Fluency in French and/or German (written skills essential)
Able to gain trust, respect and confidence quickly amongst your colleagues
Ability to communicate effectively with key stakeholders
Willingness to see things from the customer’s perspective and put the customer first
Able to deliver in a complex, highly demanding environment
Able to influence and negotiate effectively
Excellent interpersonal and problem solving skillsWillingness to take ownership of work
Ability to communicate effectively at all levels including senior management

Business Relationship Support Associate Resume Examples & Samples

Perform initial review of submissions from EY employees and evaluate completeness, accuracy and appropriateness of proposed transaction/requests
Facilitates and strongly drives the process to completion by following up on requests from risk management consultants and assisting EY employees
Work with EY employess on obtaining background materials required to initiate review of business relationships or other processes; and communicates effectively and appropriately to clarify and/or obtain additional information expressing needs clearly, providing guidance, answering questions, and listening to their needs/concerns
Use analytical and project management methodology to execute projects
Apply judgment to initial consultations and/or submission reviews and rapidly develop an understanding of key requirements of firm and regulator’s independence rules and policies
Certain assignments may require Top Secret Government Security Clearance
Strong problem solving
Overtime will be required throughout the year and will vary based on volume of work in the pipeline

Relationship Support Spec Iv-georgetown Resume Examples & Samples

Interfaces with appraisers, title companies, attorneys, contractors, recording agencies, inspectors, etc
Monitors and assists in collection of past due payments
Handles incoming and outgoing invoices including outside vendors, commitment fees, engineering fees, facility fees, letters of credit, etc

Business Banking Relationship Support Specialist Resume Examples & Samples

Strong customer service and communication skills to interact with internal and external customers in a mature and professional manner; ability to understand complicated customer transactions, diagnose customer problems and determine appropriate solutions
Working knowledge of computers as well as Excel and Word programs
Preferred 3 years customer service experience handling and resolving customer complaints
Continuously build customer relationship over the telephone through consistent follow up problem resolution
Work with several internal and external partners to resolve problems, verify sales data and deepen partner relationships through collaborative problem resolution
Must be able to follow detailed procedures to ensure highest standard for audit and risk purposes
Preferred skills and understanding of business products to assist sales in providing customers with a positive experience
Preferred understanding of the flow of a business loan moving through the underwriting process from submission to closing
Basic understanding of key federal regulations and laws that impact business customers

Business Banking Relationship Support Specialist Resume Examples & Samples

Prefer 3 years of customer service experience handling and resolving customer complaints
Continuously build customer relationship over the telephone through consistent follow up and problem resolution
Work with several internal and external partners to resolve problems, verify sales data and deepen partner relationships through collaboration
Have the ability to follow detailed procedures to ensure highest standard for audit and risk purposes
Knowledge and understanding of business products to assist sales in providing customers with a positive experience
Some understanding of the flow of a business loans moving through the underwriting process from submission to closing

Relationship Support Spec Resume Examples & Samples

Answers and directs incoming telephone calls to Relationship Managers
Maintains Relationship Managers agendas and prepares expense reports and documents results of RM’s business trips
Transcribes and translates documents in English or Spanish as needed
Performs a variety of general, administrative duties, including but not limiting, account opening documents, Loan Management and renewals
Makes domestic and international traveling arrangements for Relationship Managers
Performs any and all additional tasks as assigned by Relationship Managers
Provides banking, trust, insurance, Registered Investments Advisor, and brokerage account services to clientele

Relationship Support Unit Head Resume Examples & Samples

3) Invest time preventing instead of solving issues by proactively managing corporate and local pre-requisites avoiding operational delays/issues and exception handling
4) Provide a consistent customer experience view for intra-regional and key customers
Supervise the daily operations of the Relationship Support Unit (RSU)
Lead onboarding process and recurrent client updates within the unit (Platinum, Gold, Silver) inclusive of supporting the account opening onboarding and maintenance processes
Serve as main liaison and escalation point between customers, internal business units during transaction processing period
Lead ICG product opening processes for customers
Lead customer advice in product opening and maintenance
Lead data updates as requested by the customer, such as change in address, change in signatures, MIFT or Resolutions
Lead updates in all customer profile requests
Lead coordination of product delivery and new product implementation to customers
Lead coordination of new transactions exceptions, processing manual transactions or any non-standard process up to its resolution
Lead investigations for exceptions to determine root cause and propose solutions for the exceptions and how to prevent these in the future
Design unit processes according to Citi’s established controls, policies and procedures and ensure compliance with these to reduce risks of fraud, operational, documentary, information security, reputational, as well as prevent regulatory breach
Identify ways to improve processes within the unit
Ensure the Centers of Excellence (COEs, Hubs, CSCs) comply with the standard client and product services
Keep and improve customer satisfaction as measured through the ICG Survey
Ensure a high level of satisfaction in the onboarding process and product maintenance through individual service surveys
Contribute for the overall client satisfaction to assure retention
Ensure on time measurable goals are in place for all direct reports
Ensure compliance with mid-year and year end for employees in the unit
Conduct candid, robust mid-year and year end performance assessments with all direct reports
Develop candidates for open positions
Recognize and provide development opportunities for Exceptional and Highly Effective employees
Develop corrective action/performance improvement plans for all Partially Effective and Not Effective direct reports
Maintain abreast of all product updates and developments & effective communicating it to personnel
Manage internal and external audit requirements related to processes within the unit
Demonstrate in-depth and broad product expertise, in particular those with more complex characteristics: Structured Loans, Trade Products and Cash Management
Knowledge in Citi systems (Citidirect, Cosmos, E-dealer etc.)
2 years of experience in exposure to Credit Risk
Proven knowledge of industry sector, local financial markets, the Banking industry and its regulations
Strong Analytical skills: quickly assimilating new information, differentiating which facts are relevant and which are not, and taking responsibility for decisions taken
Flexibility to work overtime
Strong Communication
Excellent verbal, written, listening and interpersonal skills with strong client service orientation
Ability to build and foster strong working relationships with managers, peers and business partners
Ability to organize and prioritize work to meet tight deadlines, research and respond to inquiries promptly (sense of urgency) and accurately
Proficiency with Windows Microsoft Office applications required
BSC in Business Administration/ Banking and Finance or equivalent
5 to 7 years of experience in Banking and Financial products

Relationship Support Analyst Resume Examples & Samples

Strong Analytical thinker
High business ethics & standards
Hands-on, self-driven and passionate
Able to be proactive, productive and organized
2 years of experience in Relationship Manager Analyst or Customer Service Support
Experience in the banking industry preferable

Relationship Support Spec Resume Examples & Samples

Work with respective bankers (or RM “relationship managers”) by being an active part of the sales team and assist the RMs in executing on their individual business plans
Actively engage supported RMs client base to identify and refer value added cross-sell opportunities. Includes assisting bankers to navigate the bank’s marketing tools and current bank promotions
In conjunction with RMs, review RPM reports to ensure new client relationships are built appropriately and existing client relationships are accurate relative to loan, deposit, and fee income being allocated properly. Oversee the weekly checks for proper updates for senior manager access for reporting purposes
When requested, in conjunction with the Commercial Loan Officers or Associates, prepare briefing memos for Strategic Partners and prepare pre-call materials for RM client/prospect sales calls. Perform competitor internet research for RM sales calls and arrange pipeline calls when requested by RM
Coordinate business development projects/initiatives implemented through marketing, sales and operations. Assist bankers with, among others, medical, institutional, and investment banking team initiatives as needed
In conjunction with internal business associates, review marketing leads and REACT initiatives to ensure critical data, response and other information is consistently maintained and documented
Master the functions of the CLO software for loan renewals and new loan requests. Practice and operate with ease in the CLO environment. Should be able to begin the package preparation phase on behalf of supported banker and act as system resource for the team. Assist supported RMs and peers with queries within CLO to track package progression
Working with the RMs, prepare modification memos to support changes to originally approved transaction parameters. This requires an ability to write in a coherent and persuasive fashion while also understanding credit policy and the pertinent issues being described by the RM
Follow up on booked transactions to ensure the final booking is commensurate with all credit and pricing approvals, as well as commensurate with appropriate cost center accounting. Work with client and RM to provide robust post-booking support
Verify accuracy of customer commitment fees, legal fees, facility fees, and letter of credit fees as disclosed on loan documents before submitting to Loan Documentation and Funding Control
After the transaction is booked, the RSS is responsible for maintaining the credit file in a fashion suitable for both our Internal Audit and the external regulatory agencies. This entails knowing where a document should appropriately be filed within the 8-tab credit file format. This requires independent critical thinking and is once again extremely important as the construction and maintenance of our credit files is crucial to our ability to pass audit examinations
Although the RM is the face of the bank to the client, the RSS is the one who nonetheless deals with the client on a daily basis. As such, the RSS interacts daily with ROSS, BRS, LFD, Credit Risk, International, and numerous other internal entities to ensure the client has a favorable experience with our bank. The RSS must be professional, polished, demonstrate critical thinking, and have excellent follow up skills
Assist the RM in maintaining up-to-date credit file information. This includes contacting clients directly for updated financial and reporting information. This also includes preparing memos related to current credit status for all clients assigned to the RSS. These memos essentially serve the function of keeping the file current relative to client financial status, a very important component of our ability to pass both internal and external loan review examinations
Daily review and updating of NSF items; pursuing various remedies/approvals for processing these in a timely and prudent manner
Working with the RMs, pursue past due loan payments and ensure that maturing loans are processed through CLO in a timely manner
Maintain accurate Relationship Profitability Model information for each wealth client
RIMS – Bid Authorization requests for real estate appraisal acquisitions
NetX360 - Brokerage Account Opening, retrieval statements, and investment profiles resource
CRM - Input pipeline into CRM system
Other Loan related programs: Internal divisions require the uniform handling to prepare documents for processing clients' requests, such as loan research, reversing fees, wire transfers, loan payoffs, advances, payments, collateral release, loan maintenance, monitor past dues and billing (review monthly invoices)
Other: iArchive for retrieving statements, Imaging, InfoWEB, WirePlus, One Stop for banking client statements/tax forms, and various others: Kastle, AMEX travel, Concur

Deposit Relationship Support Clerk Resume Examples & Samples

Ability to identify, problem solve and exercise good judgment with respect to the disposition of daily issues as they arise
Good time management skills resulting in accurate, quality output
Ability to prioritize tasks and issues
Team oriented individual
PC literate with experience utilizing Windows 98, Lotus Notes, Microsoft Word and Excel applications
Proficient ten keys skills
Basic understanding of accounting principals
Experience in utilizing the FIS system is preferable
Basic understanding of banking regulations and Federal Reserve rules/regulations, as well as Bank policy as it relates to Deposit Operations
Within the Deposit Relationship Support department there are multiple daily functions and responsibilities that will be required from time to time. The functions are as follows
Overdraft Processing

Relationship Support Team Service Advisor Resume Examples & Samples

One to two years of Cardmember Service experience
A professional, friendly and empathetic demeanor
Proven problem solving skills to identify issues, possible solutions and customer focused presentation of options or appropriate escalation
Proficient computer skills including the use of a keyboard and mouse, navigation between applications, and internet search functions
Familiarity with Microsoft Office products
Positive attitude in a fast paced, rapidly changing environment
Effective selling, cross selling, and referral skills

Business Banking Relationship Support Specialist Resume Examples & Samples

3 years customer service experience handling and resolving customer complaints
Continuously build customer relationships over the telephone through consistent follow up to problem resolution
Must be able to follow detailed set procedures to ensure highest standards for audit and risk purposes
High School or GED required

Deposit Relationship Support Supervisor Resume Examples & Samples

Provide problem resolution support to the exception processing, data entry and deposit help desk staff
Supervise the overdraft, non-post, charge-back, stop payment, help desk, special referral/review processing and data entry related functions
Assist department manager with maintaining and updating the Trips and Exception Processing systems controls to ensure correct processing to clients’ accounts
Serve as a liaison with other functional units within the bank, as well as with third party vendors, to ensure an efficient and accurate workflow is maintained
Responsible for providing routine coaching to staff, establishing employee goals and compiling employee reviews
Develop/maintain tracking of data relating to daily volumes, performance standards and performance to plan
Complete Bank Control Rate Changes according to established procedures in the absence of the department manager
Assist department manager in compiling and implementing project plans relative to the exception processing functions
Act as a backup supervisor for the Deposit Operations Help Desk Supervisor in their absence
Facilitate the education and training process relating to new equipment, new/revised processes and procedures
Identify methods of improving both functional and departmental efficiencies that contribute to improved delivery of quality service and have potential to reduce expenses
Facilitate the compiling of annual plans and budgetary needs
Participate in the Targeted Selection interview process for potential new hires
Maintain outstanding quality service by motivating staff to meet and/or exceed established service level agreements
Assist in Special Projects such as system conversions and/or bank acquisitions
Perform all duties with respect for confidentiality of employee and client confidentiality
Enforce regulatory compliance to policies and procedures relating to federal banking regulations and the Federal Reserve, as well as First Midwest Bank