Senior Relationship Manager Resume Samples

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O Anderson

Olga

Anderson

713 Rory Summit

Phoenix

+1 (555) 110 6403

713 Rory Summit

Phoenix

Phone

p +1 (555) 110 6403

Experience Experience

Los Angeles, CA

Senior Relationship Manager

Los Angeles, CA

Durgan LLC

Los Angeles, CA

Senior Relationship Manager

Create and/or improve upon existing practices and processes within the Relationship Management team
Serve as escalation point for complex issues, providing support to IMLG management and relationship management team
Assists product management and marketing in the development of new products/services
Follow Franchise Industry trends and developments to increase the bank’s business in established and developing markets
Identifies and provides input into new initiatives process/workflow improvements and program/policy changes
To assist Team Head in annual budgeting, envelope management, Risk Policies recommendation & implementation as well as other bank’s management objectives
Meets regularly with internal referral sources to establish business relationships and develops network of outside referral sources for new business

Dallas, TX

Senior Relationship Manager, Citi

Dallas, TX

Bergnaum-DuBuque

Dallas, TX

Senior Relationship Manager, Citi

Responsible for meeting / exceeding targets as agreed with Citi at Work Head. Plan and implement sales strategies with the team to achieve targets
Work closely with Sales Support and CIU for smooth functioning/ flow of applications and processes
Opportunity to develop cross-functional expertise with exposure to Asset Sales, Credit, Operations, Branch Banking & Wealth Management
Develop customized packages and processes for companies to drive bulk sourcing
Drive micromarketing and customer engagement activities in given portfolio of companies e.g. client seminars etc
Build a sales culture which becomes a benchmark in terms of meritocracy, diversity and adherence to Citi policies
Provide a comprehensive, multi-product banking solution to companies for their employees including payroll linked bank accounts, credit cards, loans, insurance products etc

present

San Francisco, CA

Senior Relationship Manager, Middle Market

San Francisco, CA

Fay, Boyer and Bradtke

present

San Francisco, CA

Senior Relationship Manager, Middle Market

present

CMB is at the heart of the Group’s strategy to be the Leading International Bank. Within this framework CMB is positioned as the Leading International Trade and Business Bank. The remit of this role covers our top-end international corporate businesses. The business operates in a highly competitive banking environment competing for international business where we have a “right to win”. The job holder will have responsibility for complex deal structuring
Follow market trends and developments to increase the bank’s business in established and developing markets
Environment of the job:. As such, the jobholder will be competing in a highly competitive environment against many locally-established financial institutions and possibly a number of national competitors
Cross-sells the Bank's commercial products and services to existing customers; acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger companies in the assigned territory
Follows market trends & developments to increase the Bank’s business in established and developing markets
Drives new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of commercial customers
Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues

Education Education

Bachelor’s Degree in Business

Carnegie Mellon University

Bachelor’s Degree in Business

Skills Skills

Good knowledge of the financial services industry and any other skill will be highly value added
Expert knowledge of sales cycle, from initial prospecting through closing, with knowledge of the nuances of procuring government business strongly desired
Highly desirable to have active networking contacts and Centers of Influence established in the Greater Bay area
Detailed knowledge of procedure and regulations and ability to ensure both BBML and its customers adhere to the Service Level Agreement
Strong working knowledge of Word, Excel, Lotus Notes
Good knowledge of banking products; understanding of credit and risk essentials
Highly desirable to have active networking contacts and Centers of Influence established in the area
Candidate should have exceptionally strong credit skills: ability to fully analyze & underwrite your own deals
Good knowledge of Financial Analysis & Lending skills
Good Knowledge of project finance analysis

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Senior Relationship Manager Resume Examples & Samples

Acquire business - Prospect in the assigned territory to bring in new business customers, and develop and work with Centers of Influence to expand the customer base within the RM Channel. Responsible for developing and servicing relationships with high-end small businesses and complex accounts resulting in P&L growth. Commercial client acquisition focuses upon deposit (DDA) gathering and loans exceeding $250,000
Expand and retain relationships - Profile new and existing commercial clients to ensure cross-sell of deposits, credit, and other bank products. Follow up on all business accounts to ensure the full opportunity has been captured Typical portfolio consists of approximately 75 - 100 customers
Partner - Work with other bank partners to uncover sales opportunities among both current and potential business customers. Provide a high level of customer service to business clients and manage the banking relationship
Refer - Identify Consumer product opportunities among business owners and refer to other specialists to effectively capture. Identify larger business opportunities and refer more complex customers to the MM Channel
5 years ofdirect Business Banking Relationship Managementand Business Development experience or related business lending experience
Credit analysis or financial analysis experience related to commercial lending is preferred. e.g. In-house commercial training program or formal credit training program, such as Omega or Edge
Strong organizational time management skills; Strong problem solving skills; Strong ability to grasp concepts and processes; Ability to partner and influence
Ability to manage risk within the portfolio, including loan grading, loan pricing, and pay or return decisioning
Strong understanding of product profitability of banking products
Seeking a customer focused individual withgood interpersonal skills and communication skills

Senior Relationship Manager Resume Examples & Samples

Direct the management of all account relationships within an assigned portfolio through a combination of face to face, phone and written communication channels. This includes negotiating contracts needed to meet retention & consulting goals
Act as transaction processing consultant for clients providing alternative processing solutions & options. Monitor & analyse financial consequences of processing methods & work with clients to minimize their costs in this area
Identify improvements to existing systems/products & opportunities for new products & services. Sell value-added products or services to existing accounts
Work with internal departments to ensure a high level of support for the client
Manage communications with lines of business partners to ensure a unified account management strategy with client base
Create and maintain a development plan for each account outlining key dates, opportunities and threats which will be presented internally to the European Leadership team on a quarterly basis
Knowledge of a similar industry although knowledge of e-commerce payments, bankcard sales or support is preferred
Knowledge of computer software systems including word processing & spreadsheets with previous use of CRM tools to record client communication and activities being a distinct advantage
Ability to provide professional & interpersonal communication both verbally & in writing with client & internal contacts
Proven ability to enhance revenue & market share through effective use of relationship management skills
Must have proven relationship building skills
Must have strong organizational skills with ability to multi-task

Global Commercial Card Senior Relationship Manager Resume Examples & Samples

Develop and maintain an exceptional team of Relationship Managers that provide GCC client’s with a seamless, integrated and empowering service experience
Redefine the process and practice of Relationship Management within the CB GCC space
Become a "Trusted Advisor" in the eye of the staff and clients with whom you engage
Demonstrate exceptional leadership, follow-up and project management skills
Bachelor's degree, MBA strongly preferred
10 years of experience in Relationship Management (Commercial Card industry preferred) with an in-depth understanding of the global travelexpense management industry with specific experience related to paymentand reconciliations, policies and regulations, analyzing quantitative and qualitative gaps for improvement
Demonstrated commitment to providing an exceptionalclient experience with measurable results that demonstrate quality client care and the ability to proactively build relationships and trust with clients
Excellent communication skills with experience presenting to C-Level executives

Senior Relationship Manager Resume Examples & Samples

Act as key liaison between the Payment Networks, merchant partners and Chase internal cross-functional teams
Serves as the first point of escalation for the client and manages/controls liability related items
Manage partner relationships by assuming responsibility for operational, contractual and financial performance
Responsible for business case development for product and service initiatives
Manage the administration of the monthly revenue share reporting, metrics and reconcilement programs
Focused on strengthening relationships across all relationship support departments (i.e. accounting, finance, customer service, marketing, training, etc.) within Chase divisions while ensuring a high level of support for clients
Identifies improvements on existing systems/products, and opportunities for new products and services, and leads requirements creation for same
Create presentations for internal and external business reviews and meetings
Manage the creation and implementation of new products and services, and manage approvals for same through all internal Chase Stakeholders
Champion marketing and other key initiatives through governance forums
Socialize the mobile payments agenda across the organization to foster collaboration, conduct opportunity assessment and build cross-functional awareness
Bachelors Degree required , masters preferred
8+ years of related marketing, channel development and analytics experience
Direct marketing, customer communications, and campaign management experience across traditional and digital channels
Highly Inquisitive yet focused on delivering results
Strong project management, multi-tasking, and leadership skills with sharp attention to detail
Strong communication skills, both written and oral, with the ability to present information clearly and professionally
Ability to work in a fast-paced, demanding environment balancing multiple tasks

Senior Relationship Manager Resume Examples & Samples

Build and own strong business relationships with a forward looking view of 18 to 24 months
Responsible for making substantive recommendations on the IT strategy for the business platform. Decisions will have a significant impact on success/failures of the business both long and short term
Responsible for developing new and innovative IT solutions for the business
Proactively anticipate business needs and provide guidance and support to impact the direction/strategy
Responsible for gathering and submitting business platform requirements to the various Advice Centre Technology teams to determine/recommend required changes to the offered IT Services and plan of record
Responsible for strategic planning and prioritization of key projects/initiatives focused on transforming the business
Viewed as an IT expert with strong understanding of global technology trends related to contact centres, operations, and collections
Develop a strategic roadmap of key areas of focus in order to anticipate business demand and proactively engage partners in order to explore the art of the possible
Strong understanding of contact centre infrastructure and applications
Knowledge of business performance drivers which include financial, operational and client focused metrics
10-15 years of experience working with business and IT
Proven experience in Strategic Planning
Successfully and simultaneously managed multiple projects with emphasis on some of the following
Accountable for all Advice Centre Technology related initiatives ensuring on time and on budge delivery
Provide Leadership and Direction to continually improve efficiency in order to reduce maintenance and development costs for the business
Strategic Planning Skills
Presentation & Communication Skills
Risk Assessment & Quantification methodologies
Conflicts and issues resolution and escalation
Knowledge of different contact centre applications
Knowledge of multiple platforms (both infrastructure and applications)
IT Standards, Methodologies, CMM & audit requirements
Knowledge of IP based telephony protocol
Understanding of SIP based end point technology
Business Units strategies, needs and technology
Trends in the marketplace/ technology
Cross-channel client interaction management
RBC HR philosophy, principles, direction, policies & guidelines
Talent Management process (recruitment/selection, performance management, performance development/coaching, reward/recognition
Workforce and capacity planning
Job design and goal setting
Organization design
LI-KK1

Senior Relationship Manager Resume Examples & Samples

Ability to travel internationally (20% +)
Bachelor degree mandatory in one of the following or closely related fields (Economics, Finance, Business Administration, International business)
Excellent client service skills

Citi Realty Services Senior Relationship Manager Resume Examples & Samples

Bachelor’s degree required; relevant Master’s degree preferred
Ten or more years of corporate real estate experience, preferably within a financial services firm or large corporation
Demonstrated ability to understand and prioritize client needs, and work effectively with a variety of CRS and CTI teams (Project Managers, Move Coordinators, Asset Managers, Billing Department and Transactors) to deliver solutions
Demonstrated leadership skills and focus on achieving results, including the ability to define goals, develop actionable plans and manage work to achieve desired outcomes; a sense of urgency and the ability to foster the same in others. Experience interfacing with senior management and influencing team members across a large, complex organization
Exceptional communication and analytical skills, attention to detail, and ability to manage multiple projects simultaneously
Previous experience in a Strategy & Planning role with a clear focus on managing projects and communications would be beneficial

Senior Relationship Manager Resume Examples & Samples

Convert high net worth prospects into clients by identifying customer needs and selling appropriate services according to Company policies, Know Your Customer and external regulations. Coordinate customer interactions with other parts of the Company as required
Identify credit opportunities and support the process through a customized interface, structure negotiations and final approval
Ensure completeness and compliance of all documentation for new and existing relationships to protect Company and customer interests
Support the Company’s Diversity programs. Ensure compliance monitoring is in place, including processes for management of operational risk, in accordance with HSBC and regulatory standards
Incumbents in this role must successfully register with the Nationwide Mortgage Licensing System Registry (NMLSR) and must obtain a unique identifier through the registry that will be provided to consumers with whom the incumbent interacts. In addition, incumbents in this role must successfully renew their registration with the Nationwide Mortgage Licensing System Registry (NMLSR) annually
Bachelors degree in business, related field or equivalent experience including a Juris doctorate (law) degree and advanced credit training
Certified Public Accountant (CPA), Certified Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation or equivalent experience is preferred
Deep, strong network and client following
Series 7 and 63 or 66 (for employees located in New York) are required

Business Banking Senior Relationship Manager Resume Examples & Samples

Typically manages the largest, most complex book of relationships
Satisfy and exceed customer needs and expectations
Responsible for development of total relationship
Commercial loans – including but not limited to credit assessment /approval / quality / documentation
Develops relationship plans for customers and prospects that provide solutions for cash management and a wide range of non-lending products and services
Developing sound, profitable relationships
Credit and Cash Management
Interviews customers, prospects, specialized and/ or professional loan applications, describing all loan products, loan options, rates, terms, and collateral requirements
Analyzes financial and related data to determine the needs of the customer for proper structuring of the bank’s products and services
Evaluates and structures loan request, determining appropriate documentation for approved loans
Negotiates terms under which credit and cash management services will be extended, including costs, repayment method, and collateral requirements
Approves loans up to pre-authorized limits
Ensures that extension of credit and delivery of cash management services is in accordance with corporate polices, pricing guidelines and portfolio considerations
Ensures adequate documentation is in place for loans and cash management
Responsible for complete and accurate records
Develops new business by contacting customers, prospects, and key referral sources
Cross-solves by providing advise on business management and other financial matters
Sells broad product and service suite - commercial credit, letters of credit, cash management, trust, investment, and wealth transfer services
Speaks on behalf of bank out in the community with public officials, non-for-profits, and other professional groups
Calls on select prospects for development of new relationships
Participates and provides leadership in Bank and community activities – charitable, civic, and social organizations
Responsible for increasing the Bank’s visibility within defined markets
Develops, coaches, and train staff
Performs additional duties as assigned
10 –15 years experience within business banking with demonstrated advanced understanding in handling of business banking relationships (credit and cash management)
Strong financial analytics
Excellent written and communication skill
Advanced negotiation skills

VP, Senior Relationship Manager Resume Examples & Samples

Provides superior communication and service to clients, ensuring a continual interaction that promotes trust and client retention
Cultivates, manages and builds long-term, trusting and professional relationships with Wealth Management clients, serving as their primary point of contact
Contributes positively to the Wealth Management assets under management through client retention and accumulation of additional assets from existing clients
Evaluates, discusses and documents each client’s investment objectives, goals, expectations and risk tolerance
Develops and monitors asset allocation, financial strategies and investment policies that meet client objectives
Proactively communicates Calamos’ market outlook and expectations for our strategies
Prepares and presents investment recommendations via phone or in person
Skillfully communicates the firm’s investment philosophy and process to potential investors and existing clients
Approximately 25% of time will be spent on travel to visit clients and prospects
Develops and maintains HNW referral opportunities by serving as a resource to client’s other advisors such as attorneys and CPA’s
Reports activities, opportunities and accomplishments on a regular basis within the CRM system
Attends seminars and client functions to promote the firm’s capabilities
Develops new ideas for proactive business development in the high net worth category
Participates in industry groups and non-profit events to expand networking opportunities and increase firm visibility
Bachelor’s degree is required in business or other related discipline. MBA preferred
FINRA Series 7 and 65 licenses required. CFP or other related certification preferred
15+ years investment industry experience with a focus in the high-net-worth marketplace
Must have outstanding written and verbal communication skills and an excellent client service aptitude and attitude. Including excellent presentation and interpersonal skills
Must have comprehensive industry and product knowledge
Must have ability to counsel/advise sophisticated investors in all areas of high net worth services
Must be able to work well in a team environment with the ability to learn new tasks quickly
PC Skills in Microsoft Excel, Word, PowerPoint and CRM and client account database applications

Senior Relationship Manager Middle Market Resume Examples & Samples

Proven track record of prospecting new business and enhancing existing relationships in the San Francisco and/or San Jose market
Ability to understand and interpret financial statements, especially cash flow statements
Highly desirable to have active networking contacts and centers of influence established in the San Francisco and/or San Jose market

International Senior Relationship Manager Resume Examples & Samples

Fully Bilingual (Spanish or Portuguese)
Minimum of 2 years recent work experience in recent financial advisory role from wealth management, banking firm
Series 7 and 66 (or equivalent) is strongly preferred
Ability to travel internationally (20% )
Ability to handle client concerns with tact and professionalism

Senior Relationship Manager Resume Examples & Samples

Manage approximately 65 external asset manager relationships
Establish and maintain rapport with assigned relationships
Manage one or more internal Investment Product & Solutions business relationships, to understand key initiatives, procedures and best practices to help optimize the distinct business’ goals by leveraging external partner resources
Educate partner firms’ internal and external sales teams on MSWM businesses and Financial Advisor desktop and sales resources
Understand business goals and initiatives and provide direction to external partners on how to effectively collaborate with MSWM
Conduct, drive and track strategic business planning initiatives between MSWM and external partner firms
Develop and maintain top partner firm Business Plans and Executive Summary reports
Coordinate product on-boarding for the Consulting Group and Brokerage platforms
Provide and enforce sales and marketing policies and procedures
Collaborate on group and enterprise projects
Prioritize tasks and projects so they are completed in a timely manner
Bachelor’s Degree with emphasis on marketing, communications, finance or equivalent experience
5+ years of Wealth Management and / or Asset Management experience
Series 7, 63, 65 or 66 preferred. Series 7 completion will be required
The successful candidate will demonstrate high personal initiative, the ability to work independently and be a strong team player
Client service focused with ability to think strategically and develop innovative ways to optimize partners sales, marketing and training opportunities
Detail oriented and highly organized with ability to manage multiple projects in a fast paced environment
Effective communication and presentation skills to drive results

Senior Relationship Manager Resume Examples & Samples

Relevant professional experience of at least 57-8 years
Knowledge of financial products & credit risk
Strong relationship and communication skills
Excellent understanding of macroeconomics
Strong modeling skills, advanced Excel user

Senior Relationship Manager & Head of Bank National Accounts Team Resume Examples & Samples

Lead a team of five RMs (soon to be seven) to drive superior business results through bank clients. Hire, motivate, and retain superior relationship management talent
Directly cover selected major Banks, placing products on platforms, delivering innovative solutions, partnering with field leadership to drive sales, directing promotional activity and delivering the best of BlackRock thought leadership and risk analytics
Build deep relationships with senior management at client firms, including C-suite, CIOs, Research, platform managers, sales, marketing and field leaders
Demonstrate strong knowledge of Mutual Funds, ETFs, SMAs & Alternatives
Develop and implement account strategy for the largest firms; advocate within BlackRock
Play a leadership role both within the USWA National Accounts team and the BWM business
Coordinate globally across BlackRock for global “Platinum” bank enterprise relationships
Proven institutional sales skills with a track record of superior sales results
Demonstrated ability to build, lead, manage and inspire a high performing team
Excellent client relationship and business development skills
Commercial individual with strong negotiating skills (e.g. revenue sharing, sponsorships)
Strategic thought leader able to build and implement impactful business plans
Collegial team player willing to partner with multiple specialist teams; humble, comfortable with ambiguity, and not overly concerned with credit
Strong oral and written communication skills; intellectual ability and interpersonal skills to establish his/her credibility with senior managers internally and externally
Strong work ethic and professional demeanor

Senior Relationship Manager Resume Examples & Samples

At least 10 years of relationship management experience in the banking sector
Proven track record in asset gathering, asset growth and revenue generation
Ability to provide strong financial and statistical analysis
Excellent understanding of financial markets and products

Senior Relationship Manager Resume Examples & Samples

Involvement in navigating the organization for our clients and resolving client escalationsQualifications
Existing institutional/PB client relationships with Top Tier global markets accounts (same for all houses)
Be known by our institutional clients
Comprehensive understanding of operational flows and best practices for both Securities and OTC products
Proactive ability to drive results for client and internal business lines
Strong communicator, ability to interact at senior levels
Knowledge of global markets operations across products, regions and markets
Ability to navigate a complex organization and advocate on the client’s behalf
Strong analytical skills – ability to synthesize data on operational and client performance to facilitate dialogue on process improvement opportunities
Driver of change in support of embedding a client service culture in GMO&MO
Self-starter, able to work independently and able to cope with ambiguity and competing priorities
Ability to influence at all levels without direct authority

Senior Relationship Manager Resume Examples & Samples

Business vision, understanding of priorities, respect of procedures and legal environment
Compliance and risk awareness
Management and communication skills
Efficient partnership with senior management as well as other join-up business groups
AUM between USD 50MM and USD 1,000MM
Proficient in spanish

GSG Senior Relationship Manager Resume Examples & Samples

Manage a portfolio of RAM clients to deliver new origination, resulting in net new revenues for Citi by expanding the wallet penetration through cross-sell of the ICG product platform, while protecting existing revenue streams. Have full accountability for the entire wallet of the client
Design and deliver innovative GTS and Non-GTS solutions to help the clients manage their regional balance sheets, working capital and supply chain activity to meet their corporate goals
Ensure we are fully connected with all Global Banking compliance and risk management policies. Manage credit allocations as required
Improve knowledge of Clients' needs from information sharing, and regular face-to-face client calling program. Manage sales cycle for personal deals and as needed be directly involved in negotiations
Become a true trusted advisor to local CFOs / Treasurers. Identify & anticipate structured / corporate finance, as well as GTS solutions to meet the requirements of the clients
Enhance collaboration across all product and customer groups. Partner with all product specialists to drive overall client satisfaction, build client loyalty, and respond to client escalation issues
Manage client’s expectations and effectively engage in difficult discussions with clients
In-depth understanding of Banking products: Loans, FX, Derivatives, Cash Management, Trade
Solid knowledge of Corporate and Structured Finance, Capital Markets & Advisory
Proven knowledge of industry sectors
Knowledge of accounting, legal and compliance principles and procedures relating to the role
Being a Credit Officer – a plus
Strong leadership skills and commercial instincts
Analytical skills: assimilating new information with ease and relating it to the needs of the clients
Fast learner and has the ability to apply new products or services quickly and effectively
Self motivated, highly ambitious and goal oriented with a track record of consistent revenue generation

Senior Relationship Manager Resume Examples & Samples

People management
Communication and presentation
Business management
Management of performance
Cultural and change management
Team working – building and developing high performance

Senior Relationship Manager Resume Examples & Samples

To identify and exploit revenue opportunities (credit or otherwise) from assigned FI clients by marketing the bank’s products and services. FI clients currently are the major banks in The State of Kuwait
To work actively and efficiently with various global and local product groups within Citi to sell their products to the Kuwaiti FI segment. Requires active involvement with the following product groups: Debt Capital Markets, Correspondent Banking, Trade, Markets Products
To work closely with Citi Islamic Investment Bank to cater to the islamic/sharia based financial institutions in Kuwait
Effectively co-ordinate with other Citibank branches across the world for their dealings with these relationships
To initiate, maintain and monitor credit transactions with the bank’s existing and new FI customers, including preparation of indepth Industry Credit Reviews, Stress Tests, Credit Approval memos, financial models etc
To proactively manage the bank’s exposure pertaining to FI accounts and ensure that it is appropriately labelled and controlled in line with the bank’s credit process
To assist the Corporate Banking Head and Regional FI Head in planning and monitoring the group’s strategic objectives and revenue plan
To adhere to all relevant bank policies, procedures, and KYC requirements at the highest standards
To act as a contact point for FI clients and deal with client needs
To develop and enhance relationships at senior levels within the existing and prospective customer base and other important members of the business circles
To have timely access to market information
5-10 years in banking / FI industry
Strong understanding of financial markets
Financial Modelling
Basic Legal Documentation
Masters in business discipline

Senior Relationship Manager Resume Examples & Samples

Expert application of all phases of the sales cycle, including the ability to close the sale
Well-developed leadership skills, including the ability to increase organizational capability through coaching and mentoring of more junior Relationship Managers
Frequent independent interaction with Executive level Management team members
10 or more years of institutional consultative sales and client relationship management experience
Demonstrated technical expertise of financial products/services and the features/benefits of TIAA-CREF (or like) products and services
Complete understanding of IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan
Design for our institutions. Able to assist client's outside counsel and/or legal counsel on plan design as applicable. Knowledge of defined benefit plans as they relate to TIAA-CREF's business
Strong presentation skills with the ability to prepare executive summaries using Microsoft’s PowerPoint, Excel and Word applications

VP, Senior Relationship Manager Resume Examples & Samples

(50%) Client Retention
BA/BS in finance, economics, or business related studies required
Knowledge of investment analytics, attribution and risk management systems required
Minimum 15 years of experience in sales/relationship management
Demonstrated track record of business growth
Team player and client centric

Senior Relationship Manager Russian Desk Resume Examples & Samples

Strong Client Relationship Manager skills, along with the ability to hunt and develop new business for the private bank, are essential
Growth driven - Set goals and prioritize activities to maximize business growth and client satisfaction
Fluency in English and Russian – Any additional language will be considered as an asset
Minimum 7-10 work experience with at least 5 years in a relationship role preferably in a client Advisory role

Senior Relationship Manager Resume Examples & Samples

Communication: speaks clearly and effectively, is thoughtful, persuasive; writes clearly and informatively; varies writing style to meet client needs.2 of 2
Business acumen: understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals and performance objectives
Negotiation skills: must be a superior and personable negotiator
Judgment: exhibits sound and accurate judgment; can clearly explain reasoning for decisions; includes appropriate people in decision-making process; demonstrates persistence and overcomes obstacles; takes calculated risks within bank tolerance to accomplish goals
Professionalism: reacts well under pressure; treats others with respect and consideration; accepts responsibility for own actions; follows through on commitments, able to present concise arguments, can disagree and accept disagreement without undue emotion or resorting to personal attacks
Problem solving: identifies and resolves problems in a timely manner; works with others to solve complex issues
Customer service: responds efficiently and cordially to requests for service and assistance within bank customer service standards; meets commitments
Dependability: completes tasks on time; takes responsibility for own actions; can be relied upon
Teamwork: promotes team goals over individual accomplishment; provides assistance and guidance to other team members; participates in team activities

Senior Relationship Manager Resume Examples & Samples

Heavy investment banking skill set
Knowledge, skills, and leadership characteristics
Strong understanding of sales organizations and sales processes
Able to drive integration among multiple partners and functions
Able to influence and provide thought leadership across multiple businesses
Demonstrates sound judgment and acts with speed - able to achieve results quickly
Complex problem resolution abilities
Communicates crisply and candidly
Series 7, 24 licensed

Senior Relationship Manager Resume Examples & Samples

Parent Account Manager functions for the designed Corporate Clients
Portfolio & regional account management of certain corporates and financial instructions
Domestic and cross border coverage of business as above, which relates to Japanese corporate
Originating & executing of Cash Management products, Corporate Lending, Trade & Project Finance and other products of in concert with product department concerned
Over 10years experiences in (international) financial institutions
Native level Japanese, business Level English (Returnee or graduate from foreign university is preferable)
Proficient in MS Office applications
Strong team player with good interpersonal skills
Quick action/response with hands-on approach
Previous coverage of sectors such as TMT, Trading Companies, or Automotive

Government Banking Senior Relationship Manager Resume Examples & Samples

Retains and expands relationships with existing customers
Resolves customer problems and acts as a liaison with other departments, divisions and subsidiaries in managing the customer's relationship with the bank
Manages overall customer and portfolio profitability
Develops and implements relationship strategies for building deeper relationships by satisfying customer needs through a full array of loan, deposit, cash management, asset management, investment and other appropriate bank products and services
10 or more year's experience in banking or financial services
Public Sector, Municipal, Non Profit or University/Schools client relationship experience preferred

Learning & Development Senior Relationship Manager Global Markets Resume Examples & Samples

Develops and executes learning and development strategy including: design and development of Global Market curriculum (One Markets) which includes the assessment and reengineering of existing programs, analysis of gaps and development of a platform that will provide training and development opportunities throughout various career stages and levels
Works with the business leadership team to insure learning solutions and programs support business drivers and targets
Provides management and consulting services in the area of organizational effectiveness and business performance improvement
Maintains and ensure accuracy of all L&D related information (i.e. website info, participation, cancellation rates etc.)
Experience in large, matrixes and multinational organizations is preferred

Senior Relationship Manager Resume Examples & Samples

Minimum 7- 9 years of financial services, commercial real estate finance, and/or project development related experience
Established business development skills, sales negotiation, and experienced at meeting targeted sales goals
Confirmed superior client relationship and internal partnering skills
Ability to solve internal obstacles, find resolution, provides coaching and mentoring to others within an organization

Senior Relationship Manager Resume Examples & Samples

5+ years providing financial expertise and solutions in the area of Low Income Tax Credits
Experience in real estate lending or tax credit investing focused on project financing
Basic understanding of affordable housing underwriting for FNMA, FHLMC, and FHA

Senior Relationship Manager Commercial Banking Resume Examples & Samples

Good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and registered/licensed with the “Nationwide Mortgage Licensing System and Registry” required; or ability to be registered under the Safe Act required
Good understanding of commercial credit policies and procedures
LI-MM1

Senior Relationship Manager Resume Examples & Samples

Minimum 5 years of experience in International Trade Banking
Minimum 8 years of banking experience
Bachelor’s degree
Thorough working knowledge of trade finance products including import/export finance and emerging products. Supply chain finance experience preferred
Experience with client presentation, sales, negotiation, working with compliance and legal, deal structuring, and credit underwriting
Completion of major bank credit training program or commensurate credit analysis experience
Experience with overseas business travel desired but not required
Expected to mentor and encourage junior colleagues and interns
Be able to present a professional introduction to CNB, understand the bank’s value proposition, be effective in internally telling our group’s story
Proficient with all Microsoft Office products
Skills to effectively manage other colleagues would be helpful
Mandarin or Spanish fluency is preferred
LI-KB1

GZ Ttlc Senior Relationship Manager Resume Examples & Samples

Minimum 3-5 years in corporate banking and client relationship management
Able to work independently when needed
Good understanding of corporate banking products
Good credit sense, judgement and essential risk analytic skills

Senior Relationship Manager Resume Examples & Samples

Bachelor's degree with emphasis in Business Administration, Finance, Economics
Series 7 and 66 Licenses are required. If not currently holding the Series 7 and 66 licenses, the licenses must be acquired within six months of hire date
Professional Certification (CFP) or other wealth management related professional licenses/certifications beneficial

Vested Interest Senior Relationship Manager Resume Examples & Samples

Fifteen to twenty years of experience working with employee benefit plans with a specialization in 401K plans
Demonstrated communication and presentation skills, understanding of tax and fiduciary law principles, knowledge of ERISA, understanding of investment/markets and the principles associated with analyzing mutual fund and appropriateness in retirement plans
Bachelors Degree required with ASPPA and/or CIMA certifications preferred
Must have an understanding of investments and the principles associated with analyzing mutual funds and their appropriateness in retirement plans
The ability to comprehend legal and federal regulatory documents needed
Demonstrated interpersonal skills, including positive attitude, self-confidence, listening and team building abilities

Premium Elite Senior Relationship Manager Required Series Resume Examples & Samples

Series 9 & 10 preferred; if not currently held MUST be obtained within 120 days of start date
Sound decision making skills with ability to manage risk and overall client experience
Minimum two years of investment, trading and brokerage experience preferred

Senior Relationship Manager D E Resume Examples & Samples

Bachelor’s degree or in lieu of a bachelor’s, four years relevant work experience
Seven years of commercial portfolio management experience or related experience
Current experience in the position’s geographic region

Senior Relationship Manager, Citi Resume Examples & Samples

Manage Citi at Work relationships with portfolio of 100 large GSG, ICG, TTLC and CCB companies with combined employee strength of ~20,000 employees
Acquire new corporate clients and expand the market for Citi at Work channel
Work with a team of Assistant Sales Managers, Relationship Specialists & Relationship Officers
Perform leadership role and work with the team to deliver targets as agreed with the Citi at Work Head
Maintain high level of customer service & focus on deepening existing relationships through strong engagement process with CAW clients and Corporate Relationship teams
Achieve strong penetration in the top management of CAW relationships to create loyalty to Citi as well as business openings. Refer high profile customers for Wealth Management solutions
Provide a comprehensive, multi-product banking solution to companies for their employees including payroll linked bank accounts, credit cards, loans, insurance products etc
Responsible for meeting / exceeding targets as agreed with Citi at Work Head. Plan and implement sales strategies with the team to achieve targets
Drive micromarketing and customer engagement activities in given portfolio of companies e.g. client seminars etc
Build a sales culture which becomes a benchmark in terms of meritocracy, diversity and adherence to Citi policies
Develop customized packages and processes for companies to drive bulk sourcing
Work closely with Sales Support and CIU for smooth functioning/ flow of applications and processes
Keep an eye on the competition and provide timely feedback to key stakeholders/ decision markers
Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team
Timely and comprehensive communication of any issues / potential threats to senior management
Drive compliance and control initiatives. Ensure full adherence to all internal policies and procedures and external legal and regulatory requirements
Ensure that portfolio growth is within established risk framework
Directly manage a team of Relationship Specialists and Officers as per business requirements
Corporate Relationship management experience
End-to-end sales force management
Opportunity to develop cross-functional expertise with exposure to Asset Sales, Credit, Operations, Branch Banking & Wealth Management
Knowledge of best practices in the industry and around the globe
5 – 7 years of corporate relationship management and sales experience
Proven performance in Sales and Customer service
Experience in dealing with Senior Management of companies
Possess good interpersonal skills, and excellent written/spoken communication skills
Track record of outstanding individual sales performance and/or overall business performance
Strong leader and passionate for sales
Graduate, MBA preferred
English mandatory; Multi-lingual preferred

Senior Relationship Manager Asset Servicing Uhnw Resume Examples & Samples

Understanding client value chain, structure and processes to identify potential opportunities and risks for the client as well as UBS with the aim of pro-actively proposing infrastructure/setup changes
Actively following client-relevant industry and regulatory developments and understanding potential impacts for client
Pro-actively discussing relevant developments with clients to establish competent advisory relationship and foster partnership
Support clients in interpreting reports to optimize investment control and provide relevant advisory and consultancy
Supervise adherence to service level agreements and fees / prices
Coordinate actively the internal and external stakeholders and act as a port of escalation regarding AS-Services
In command of a level of seniority which enables him or her to deal credibly with GFO/UHNW clients and be fully accepted as an appropriate counterpart
Proven ability in developing AS solutions for diverse client situations
Fluent German would be favourable; excellent communication skills in Englisch

Ccb Senior Relationship Manager Resume Examples & Samples

Maintain the portfolio to meet revenue target and full satisfaction of the customers. Act as a contact point for the customers product / credit needs,
Responsible for own customers portfolio, x-sell and Business development,
Prepare credit packages; work closely with Credit team for approvals,
Sales, presentation and communication skills,
Excellent knowledge of banking products and bank rules,
Interpersonal skills needed for coordinating across various departments to deliver a solution to the customer,
High level of self-motivation,
Flexibility and ability to work under pressure,
Strong bargaining abilities,
Analytical thinking,
Minimum 4 years banking experience

CDF Senior Relationship Manager Resume Examples & Samples

Direct relationship management of and interface with the OEM key relationship contact in Asia and at various levels of the organization, including credit line planning and increases, structuring of facilities, operational and business issues, review of operational and financial performance, support on systems and program parameters and other day-to-day or structural requirements
Earn and build trust with local CDF platforms and OEM to achieve strong VOC (voice of the customer) / customer satisfaction
Maintain regular visit and calling rhythm with local platforms and the OEM, including leading a quarterly regional strategic review meeting
Interface with COE and CDF businesses globally to deliver a consistent offering across Asia-Pacific and globally
Interface with COE and Risk to structure facilities and increase lines as necessary to support the OEM’s sales and drive growth for GE while ensuring compliance with GE risk policies and credit decisions
Manage Key Regional Accounts
Interface with GE Leadership, the COE in Hong Kong, marketing, risk and functional partners within GE Capital on all matters relating to the expansion of the program in either products or markets
Interface with credit insurers and other credit enhancers as required for credit line increase and renewal
Rapidly gain a comprehensive, detailed and in-depth knowledge of the program, risk policies, systems, partners, etc to be able to effectively support partners, interact with the OEM, GE functions, solve issues rapidly and provide delivery consistency with other GE CDF teams across the region
Develop data to manage the OEM and local partner relationships with metrics
Endeavour to add new partners to the program
Lead the identification, development, and delivery of new programs, products and services to support relationship business objectives or expand CDF in the country or across the region
Bachelor’s degree and 8 years of customer-facing experience in financial services
Minimum of 7 years of origination, relationship management or program management experience, in the fields of structured finance, factoring, commercial finance, equipment leasing, corporate lending or similar functions
Knowledge of credit / risk underwriting processes and financial analysis
Strong leadership, presentation, negotiation, and communication skills
Self-motivated, goal-oriented and result-oriented
Team player, able to work with HK and Shanghai COE, GECI, functions and other countries
Multi-lingual fluency in English and Asian languages, written and verbal, preferred
Team player – needing to work with & coordinate GECC personnel in multiple time zones
Credible – internally with GECA salesforce & externally when presenting to customers
Knowledge – robust knowledge of GFS capabilities, viewed as global expert for GECA
Organization – ability to manage transactions with diverse, global teams
Self-Starter – ability to manage day-to-day activities & long term sales strategies while working remote from GFS headquarters

Senior Relationship Manager Resume Examples & Samples

Participate in a formal call program to develop referrals for loan, deposit and fee based businesses
Obtain referrals of franchisees ranging from $500M-$250MM in revenues that are seeking loan and/or deposit relationships. Participate in educating existing salesforce in Franchise Industry market trends
Manage and retain relationships with targeted Franchisors. Work closely with internal relationship managers and product partners to deliver the best client experience
May coach/mentor junior relationship managers and also educate colleagues on Franchise Industry trends and metrics
Minimum of seven years Commercial/National proven business development and portfolio management experience
Ability to travel throughout M & T Footprint
Franchise Industry Experience preferred
Financial analysis and knowledge of banking credit principals
Strong business planning and training skills

Senior Relationship Manager Automotive Coverage Resume Examples & Samples

The Senior Relationship Manager is in charge of managing and developing a client’s portfolio, participating in the Team’s organization and ensuring appropriate administrative support
Provides full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services
Co-operates with platform manager to clear pending items, improve quality and resolve problems
Ensures client’s objectives are met through an appropriate selection of products within the client portfolio
Ensures clients are aware of their level of risk
Keeps aware of the Operational Risk scenario associated with the role and acts in a manner that takes account of operational risk considerations
Experience with Automotive clients as Relationship Manager or Product sales
Highly developed communication skills for use in direct client contact and problem solving
Knowledge of Trade / Structured Trade & ECA a plus

Senior Relationship Manager Resume Examples & Samples

Overall responsibility for multinational corporate clients assigned, accountable for results, and focusing on value creation
Market the full range of the bank's products and act as the bank's representative to the client typically up to Board level
Strengthen the strategic dialogue with the client generating / increasing income and market the full range of the bank's products
Develop strategic client account plans for each client considering client needs, business potential, and appropriate risk allocation
Responsible for the credit quality of the client portfolio
Originating, leading, negotiating and closing new transactions in close co-operation with the relevant product specialists

Senior Relationship Manager Resume Examples & Samples

Overall Service quality objectives
Ensure that in branch customer experience is world class through seamless service delivery, minimal wait time & service desk & proactive customer engagement
Cross-sell banking products to walk-ins and while calling
Processing service request/instructions
Attend all required/mandatory trainings
Ensure minimal Operations errors
Strong client-centric approach
Should be compliance and controls centered
Cross-sell ability

GBM BCM Senior Relationship Manager Resume Examples & Samples

Reporting in the Regional Head of BCM, Americas
Based at 452 5th Avenue day to day
Requirement to facilitate business unit testing from the HSBC contingency sites
Regular interfacing with the banks HNAH regional business continuity team
Regular interfacing with the IT Service Resilience and Hosting Team
Will be responsible for the BCM relationship management of an agreed number of businesses within GBM the US
May be required to undertake reviews of GBM Satellite offices across the region
May be required to attend external vendor, sector and professional meetings held at third party locations
Business continuity experience at a financial institution, preferably covering Trading environment, Investment Banking, Asset Management or Private Banking
High degree of self-motivation, creativity, initiative, enthusiasm, tenacity and attention to detail
Sound analysis, judgment and decision making skills
Ability to work on own and manage priorities
Good interpersonal skill
Articulate and able to communicate at all levels
Good working knowledge of the Microsoft suite of products – especially Excel and SharePoint
IT and project management knowledge preferable
Knowledge or experience of the Global Banking and Markets business beneficial

Senior Relationship Manager Resume Examples & Samples

Develop and manage client relationships with Chinese Leasing Institutions, originate and accompany relevant business transactions
Promote cross selling and diversification of products
Enhance and manage client relationship with Chinese Leasing Institutions, maintain relations on a senior level
Market observation, forming opinions regarding current market and product development, explore and identify further business opportunities as well as conduct respective measures for implementation
Follow the development of new/relevant regulatory issues in Chinese market
Ensure smooth coordination/communication with relevant departments. Coordinate existing and potential account activities with respective account managers from respective business lines
Maintain KYC information and documents for Chinese Leasing companies, ensure it is in line with group policy

Senior Relationship Manager Resume Examples & Samples

Proactively consult to the leadership of GCB businesses to develop a deep understanding of their business goals and objectives, and the required skills and competencies to achieve these
Be regarded by client business seniors as an SME and trusted advisor for L&D solutions within all GCB businesses
Form close, collaborative and trusted relationships with business leaders and HR seniors within client businesses and the relevant regional and global L&D team members ensuring strong, proactive communication links exist to all stakeholders
Standardize the role based curricula for all key relevant roles involving defining competencies required for key roles, then developing role-specific curriculums to build competency for the Asia franchise
Develop appropriate L&D solutions in full partnership with relevant stakeholders, leveraging existing solutions where available; development of solutions will only be required after global solutions have been exhausted; where existing solutions are not available, being able to effectively develop and deliver new and innovative solutions that meet the client needs
Set standards and direction for high quality implementation; maintain strong communication linkages with Implementation teams (LBTs and Customer Franchise Heads) to ensure alignment to strategy
Represent Asia region on global project teams, effectively communicating the requirements of the region, whilst accommodating global requirements
Leadership, development and coaching of a team
Effective management of external vendors, costs and standards in line with company expectations and budgets
Execution and relationship excellence; strategic input
Sound understanding of GCB businesses, goals and objectives so as to engender high credibility
Excellent consulting skills and able to ask the right questions so as to clearly understand the client’s needs and issues
Demonstrated experience in learning needs analysis, in addition to the diagnosis, analysis, design and implementation of learning and development solutions in a multi-geography context
Demonstrated facilitation skills and expertise in applying adult learning principles
Solid understanding of L&D offerings in the local/regional/global, internal/external context, and the resultant judgement to know the most appropriate solution to offer the client
Experienced in the evaluation of L&D initiatives
Leadership and management skills, coaching teams and individuals to high performance
Good knowledge of GCB business structure and priorities (local, regional and international)
Sound understanding of the business strategy of the GCB client groups serviced
Thorough understanding of company global policies and processes related to L&D in GCB
Must have strong network with country/regional/global L&D professionals
Personal Attributes/Interpersonal Skills
Outstanding relationship skills so as to enable the development of productive and trusted relationships with GCB business leaders, in addition to colleagues within HR and L&D regionally and globally, and relevant external partners
Accountability and execution - consistently operating at high standards of quality and accuracy within required timeframes; ensures decisions are made and outcomes delivered
Analysis and decision making – able to identify and understand the primary issues, problems and opportunities and develop appropriate solutions
Self-starter, positive, energetic and able to prioritize and act upon the important issues whilst keeping communication channels open to relevant stakeholders
Supervisory and leadership skills expected at the MOO level
Higher education degree in an appropriate discipline
Minimum of 8-10 years experience in HR/L&D with significant exposure to working within large global matrixed organizations

Senior Relationship Manager SME Coverage Commercial Banking Resume Examples & Samples

To act as liaison bridge between Corporate clients and Asia Pacific branches
Responsible for a variety of clients, Small to Mid-Sized Japanese Enterprises belonging to a diversified industries portfolio
Exposure to corporate and syndicated loans, global markets, transaction banking
MS skills- PowerPoint, excel
Knowledge of an additional Asian language is a plus

Senior Relationship Manager Resume Examples & Samples

To identify and exploit revenue opportunities (credit or otherwise) from assigned FI and PSG clients by marketing the bank’s products and services. FI clients currently are the major banks in The State of Kuwait while we cover some of the largest PSG clients as well
To work actively and efficiently with various global and local product groups within Citi to sell their products to the Kuwaiti FI and PSG segment. Requires active involvement with the following product groups: Debt Capital Markets, Correspondent Banking, Trade, Markets Products
To work closely with Citi Islamic Investment Bank to cater to the Islamic/sharia based financial institutions in Kuwait
To initiate, maintain and monitor credit transactions with the bank’s existing and new FI and PSG customers, including preparation of in depth Industry Credit Reviews, Stress Tests, Credit Approval memos, financial models etc
To proactively manage the bank’s exposure pertaining to FI and PSG accounts and ensure that it is appropriately labeled and controlled in line with the bank’s credit process
To assist the Corporate Banking Head and Regional FI and PSG Head in planning and monitoring the group’s strategic objectives and revenue plan
To act as a contact point for FI and PSG clients and deal with client needs

Senior Relationship Manager Equipment Finance Resume Examples & Samples

Acquires profitable good quality and profitable equipment finance and lease transactions for Scotia Leasing by
Superior credit skills and significant credit experience including equipment finance and leasing
Superior risk assessment and analysis skills
Superior accounting and financial analysis skills
Superior deal structuring skills
Ability to articulate strategies, build solid business cases, rational and justification for deals
Good negotiation and problem resolution skills
Superior interpersonal and teamwork skills
Good communication skills (oral & written)

Senior Relationship Manager Resume Examples & Samples

Reviews individual client relationships to determine the banking, trust and investment needs of clients; anticipates and creates opportunities for enhancing these client relationships
Places emphasis on relationship building and participates in development of new solutions to client needs, brings in experts when appropriate, and closes the sale. Ensures smooth delivery of new services and communicates emerging needs
Initiates regular, ongoing dialogue with clients and clients' advisors. Counsels clients on emerging financial/industry issues, new bank products and services, regulatory tax changes and general environment. Discusses impact on client's activities and the banks services
Manages client profitability. Understands competitive environment and anticipates opportunities. Develops pricing strategies and works with team to enhance profitability
Coordinates/leads Northern Trust wide relationship reviews in order to develop client-specific strategic relationship plans and assess progress in meeting the goals set forth in the plans
Interacts with and involves bank senior management in reporting client servicing activities/issues. Provides management with defined reports highlighting client profitability, contribution and any servicing gaps. Escalates issues appropriately
Provides input regarding team members' performance with respect to their overall contribution to team results
Participates in new business efforts and defined prospecting within a given marketplace
10 - 15 years of experience in relationship management, new business development and client servicing with significant exposure to banking/credit underwriting, trust/asset servicing and investments

CCO Senior Relationship Manager Resume Examples & Samples

Develops and executes learning and development strategy including: design and development of Citi Country Officer curriculum which includes the assessment and reengineering of existing programs, analysis of gaps and development of a platform that will provide training and development opportunities throughout various career stages and levels
Develops and implements consistent methods and metrics to measure the effectiveness of training (i.e., strategies to measure return on investment)
Continuously updates and enhances existing programs taking into account new delivery methods and solutions
Assist in all performance management process activities
Represents the business on applicable corporate-wide training initiatives. (i.e. leadership programs, compliance requirements, etc.)
Proactively collaborates with the regional L&D teams and partners with all global colleagues responsible for Markets learning and development
Collaborates with Human Resource Generalists, Compensation, Staffing & Recruiting, Talent Planning and Diversity
Leads and manages a team of L&D professionals
Breadth of experience in needs assessments, instructional design, delivery for multiple modalities (e.g., classroom, self-paced, virtual)
Experience in leadership, high potential and business training

Senior Relationship Manager, LC Resume Examples & Samples

This role's key responsibility is for business development with a designated portfolio of client relationships, as well as identification of cross-selling opportunities across the full range of the Bank's offering of financial markets products, commercial banking products and corporate finance advisory
You will also develop in-depth understanding of client's business, strategies and banking needs in order to position the bank to provide relevant its products to the client
Besides, one of the key responsibilities is to drive, develop and lead the effective implementation of the Bank's business strategies and policies to achieve financial and business objectives while ensuring sound and prudent business management in accordance with statutory, regulatory and Group governance requirements
Finally, as the local expert, you will also take all matters relating to the clients, including market and regulatory developments, credit changes, social and political status, and interpreting and sharing this information internally

Senior Relationship Manager Resume Examples & Samples

Knowledge of securities industry regulatory requirements
General knowledge of the financial intermediary markets, broker dealers, banks, trust companies
Knowledge of the investment advisory business, products and strategies
Ability to quickly learn new and utilize multiple internal/external trading systems and platforms
Ability to multi-task while maintaining strict attention to detail in a time sensitive environment
Ability to work effectively both individually and within a team environment
Ability to conduct effective presentations
Excellent problem solving skills and big picture thinker
Excellent follow up and organizational skills
Minimum of 5 years of relationship management, business development, product management or customer service experience required
Experience managing territory, budget, and travel required
Experience in mutual fund business on the relationship management side preferred

Senior Relationship Manager Resume Examples & Samples

Bachelor's degree or relevant work experience
Minimum of 7 years experience working in retirement services, financial services or similar industry
Proven excellent customer service, negotiation and progressive probing skills
Knowledge and understanding of Pension Industry (primarily Non-Qualified knowledge a plus)
Ability to identify and facilitate issue resolution
Proven ability to understand and apply new concepts and products
Ability to react to change in a positive and productive manner

Senior Relationship Manager, IR Resume Examples & Samples

Demonstrated expert relationship management skills at the most senior levels. Track record of developing business through these relationships
Expert conflict resolution skills
Demonstrated expert knowledge of all TIAA-CREF product and services including Endowments, Planned Giving, TCAM, Kaspick, Trust Services, and Fiduciary Services etc
Possesses the knowledge and gravitas to function as a spokesperson for TIAA-CREF at industry events
Expert presentations skills
Well developed leadership skills, including the ability to increase organizational capability through coaching and mentoring of more junior Relationship Managers
Evaluates and implements new initiatives process/workflow improvements and program/policy changes
Represents TIAA advocates & representatives to outside groups and associations
Works independently and provides guidance to junior staff
Demonstrated technical expertise of financial products/services and the features/benefits of TIAA-CREF products and services
In-depth expertise of all IRA, 403(b), 401(a)/(k), 457(b) and (f) defined contribution plan technical rules, including nondiscrimination rules and ERISA requirements, with an advanced understanding of retirement plan design for our institutions. Able to assist client's outside counsel and/or legal counsel on plan design as applicable. Knowledge of defined benefit plans as they relate to TIAA-CREF's business
Requires resident state insurance license, and non-resident licenses for all states in which the Relationship Manager will sell insurance products within six months of assuming position. Managers will confirm and have documented on file, the specific states/territories in which insurance products will be sold

Senior Relationship Manager Resume Examples & Samples

PLEASE NOTE THAT THIS POSITION HAS BOTH SALES AND PORTFOLIO RESPONSIBILITIES
Monitor and manage existing portfolio companies, including analysis and review of monthly financial statements and forecasted performance as well as staying current on industry trends affecting clients
Meet annual new business volume and outstanding goals for loans, deposits and TM products
Develop new business by contacting prospects and customers and by cross-selling services
Analyze financial and related data to determine general creditworthiness of prospect
Evaluate and structure loan requests
Negotiate terms under which credit will be extended
Ensure adequate loan documentation
Review loan due diligence information for completeness and accuracy
Ensures proper and accurate disclosures are provided to all applicants within required timeframes; coordinate closing
Assure compliance with all regulations
Manage team for long term success

Senior Relationship Manager Resume Examples & Samples

MBA degree or relevant business experience
1 to 3 years C-Level sales and relationship management experience with large public or private sector organizations with annual operating budgets of at least $100 million
Expert knowledge of sales cycle, from initial prospecting through closing, with knowledge of the nuances of procuring government business strongly desired
Fundamental ability to interpret corporate and other public sector financial statements and reporting
Ability to prepare pricing and financial proposals for existing accounts for retention purposes or for new business opportunities
Engage Finance team in all pricing proposals that are outside of delegated authority. - Understand fundamentals of purchasing process in large organizations and accounting flow of payables and receivables
Strong relationship management skills, with proven results generating business growth
Strong sales experience with proven results in a highly consultative environment with a long sales cycle
In-depth analytical skills in analyzing the client portfolio and identifying opportunities to enhance usage and increase profitability
Exceptional presentation skills in addressing both small and large audiences
High proficiency using MS Word, Excel and PowerPoint to complete professional proposals, pricing models, graphs and presentations
Experience in contact negotiations with both clients and legal counsel
Experience in drafting responses to complex RFPs
Experience selling to All Level of Government, K-12 Schools and Higher Education
Commercial card or other card experience with American Express, Diners, MasterCard or Visa products and solutions

Senior Relationship Manager Dealer Finance Centre Resume Examples & Samples

Promotes the development and profitable growth of the Dealer Finance commercial portfolio in the assigned market area by
Maintaining an appropriate ongoing sales pipeline
Maintaining effective follow-up with existing clients
Update client or contact information accurately and in a timely fashion
Building and maintaining an awareness of market area and general economic conditions
Liaising and utilizing appropriate segment/product specialist to fulfil identified client needs
Ensures all aspects of assigned relationships receive ongoing attention, to achieve customer satisfaction as required to maintain, improve,grow and retain the relationship by
Liaising with Centre partners for compliance monitoring and reporting actions
Partner with internal product specialists
Manage a portfolio of assigned clients at an acceptable level of risk by
Developing credit proposals for new customers, and reviewing credit reviews in a timely and sufficiently detailed fashion
Identifying and resolving deviations from the conditions of authorization
Excellent communication, networking and interpersonal skills are essential to this position to ensure a high level of relationship management is maintained
Previous Relationship Management experience or Commercial Banking experience is an asset
An understanding of Dealer Finance in Canada and a thorough knowledge of their geographic marketplace as well as competitive positioning within the assigned area
Good knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model
Thorough knowledge of relationship building and teamwork skills
Ability to manage customer expectations versus the Banks and mediate solutions between the two

Senior Relationship Manager Resume Examples & Samples

Manages complex commercial banking credit and cash management client relationships or equipment lease client relationships, and identifies opportunities external to banking in the areas of investment and fiduciary
Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement
Responsible for monitoring and evaluating the credit worthiness of clients and prospects which includes a written document and presentation to loan committee and credit policy to ensure a high quality loan portfolio, (i.e., KNOW YOUR CLIENT)
Responds to inquiries from clients and ensures resolution of service or operations problems. Documents call reports to maintain record of problem and resolution
Travels regularly to client locations

Senior Relationship Manager, Commercial Bkg Resume Examples & Samples

In-depth knowledge of finance and relevant business segment specific issues usually acquired through prior lending and financial analysis experience are required to manage client relationships
Skills in negotiation, leadership, and sales are necessary to service the client relationship
Knowledge of applicable industry laws and regulations usually acquired through prior lending experience or through completion of the lending program is required to evaluate credit risk
Analytical skills are required to review credit and make recommendations
7-10 years in financial analysis and client servicing experience, or commercial lending or leasing experience
Demonstrated experience in credit underwriting/analysis, oral presentations, sales

Senior Relationship Manager CIB Resume Examples & Samples

Grow revenue from the portfolio of relationships - having helped dimension the full opportunity
Implement calling plans to ensure business development is pursued across the client base
Market and execute deals using a coordinated approach to prospecting strategy with relevant Product partners
Liaise with Citi’s network to develop the relationships globally and play the team co-ordination role in developing and serving relationships, including the implementation of specialist & Citi Senior calling plans
Ensure adherence to the credit and compliance process standards of the Bank
Keep up-to-date on developments in the core product set to explore and refer opportunities
Work with Global Portfolio Management team to manage the portfolio and individual client risk
Lead the deal teams in business development and/or execution activities
Take responsibility for core relationships
Analyse performance results – interpret and adapt strategy to optimise
From time to time serve on governance committees including CCC, ALCO, BRCC, and others
Demonstrate an in-depth understanding of risk and broad product expertise
Have marketed the full range of financing and transactional products, and been involved in their execution
Have been responsible for multi-client coverage
Have been responsible for meeting a budget on a portfolio of clients
Leadership and management strategies
Organizational - Managing business across a large client portfolio with diverse client teams
Verbal and Written - Communicating the detail of complex client relationship to a broad range of internal contacts
Understanding of bank and client tolerances and negotiate to satisfy both
Corporate Banking background
University Degree, MA or MBA (beneficial)
Minimum of 7-8years of Corporate Banking experience
Arabic language skills would be advantageous

Senior Relationship Manager Resume Examples & Samples

Manage and grow a portfolio of Chinese subsidiary client relationships across the region, with full accountability for the entire ICG wallet
Originate opportunities resulting in new net 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
Develop in partnership with Subsidiary Account Managers, PAMs and product partners a strategic relationship account plan for all regional relationships, based on client priorities and the competitive landscape
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
Coordinate and supplement sales and marketing efforts of in-country relationship managers and sales teams across the region, travelling to the countries whenever required
Organise client events focused on Chinese clients, in collaboration with Citibank China Corporate Bank and Product partners
Maintain continuing awareness of and compliance with the bank’s credit policies and regulatory requirements, and maintain the highest standards of risk management in providing credit approvals. Manage regional credit allocations as required
Maintain active engagement with decision makers in the client organisation with regular face-to-face meetings and annual relationship reviews
Enhance collaboration across all product and customer groups. Work effectively with regional and in-country product partners to structure and sell solutions across the product universe
Partner with other parts of the bank to drive overall client satisfaction, build client loyalty, and respond to client escalation issues
Knowledge of GTS, FX, Corporate Finance and Credit products is mandatory
Proven track record of successful relationship management with senior corporate personal, such as Group Treasury
Knowledge of business Mandarin

Senior Relationship Manager Commercial Resume Examples & Samples

Promotes the development and profitable growth of the Dealer Finance commercial portfolio in the assigned market area
Pursues a business development program within the assigned portfolio of Dealers according to agreed upon growth objectives
Builds and maintains a market profile in the assigned market area with both internal and external contacts
Ensures all aspects of assigned relationships receive ongoing attention, to achieve customer satisfaction as required to maintain, improve, grow and retain the relationship
Manage a portfolio of assigned clients at an acceptable level of risk
Safeguards the Bank’s assets and liabilities by maintaining the quality of assigned portfolio
Excellent networking and interpersonal skills
Excellent communication skills (oral and written)

Senior Relationship Manager Resume Examples & Samples

Manage assigned credit portfolio and take timely credit actions including recommending upgrade/downgrade and increase/decrease in credit exposure
Prepare credit review and new proposal package with min. requirement of supervision
Manage client relationships to achieve annual business targets by developing strategic account plans, executing daily transactions, promoting cross-selling opportunities and implementing key business initiatives
Coach and develop junior team members as appropriate

Middle Market Senior Relationship Manager Resume Examples & Samples

Proven track record of prospecting new business and enhancing existing relationships in the Amarillo market
Series 7, 63 licenses are required for this position. If applicant does not have the series 7, 63 upon hiring he/she will be given 180 days to obtain the proper registrations. Series 7, 63 are preferred, but not required at the time of application
Highly desirable to have active networking contacts and Centers of Influence established in the Amarillo area

Ccb-senior Relationship Manager Resume Examples & Samples

Minimum 10-15 years of business experience with a focus in financial services
Strong motivation skills to drive and manage a sales team
Have a strong understanding of commercial banking and products
Proven ability to deliver results through others and strong influencing skills
Degree holder in Business/MBA is a plus

Senior Relationship Manager Automotive Finance Resume Examples & Samples

Liaising with Centre partners for fulfillment (including annual credit review process, documentation, security registration) and service activities
Ensuring all aspects of the lending cycle are monitored, controlled and managed
Maintaining adherence to the Bank's KYC policies and guidelines, the Anti-Money Laundering program and Guidelines for Business Conduct, by following and reporting any unusual occurrences or fraudulent activities
Strong PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, Lotus notes and other commercial systems and platforms
Strong analytical skills are required to assess and identify issues and facilitate presentation of alternatives and solutions

Senior Relationship Manager, Middle Market Resume Examples & Samples

Follow market trends and developments to increase the bank’s business in established and developing markets
Seven years of commercial portfolio management or related commercial banking experience
Strong experience in structuring deals and strong credit principles

Senior Relationship Manager, Select Market Resume Examples & Samples

Demonstrate strategic business skills that drive business towards key goals
Coordinates the delivery of services to clients through effective quarterbacking and delivering distinctive value, resulting in measurable total client satisfaction
Prioritizes resources appropriately to deliver positive business outcomes
Develops and maintains relationships with key influencers/decision makers (presidents and CFO's) at institutions. Utilizes strong conflict resolution skills to maintain strong relationships
Excellent executive presence, poise and presentations skills
Participation on corporate wide initiatives
Minimum 7 years of Defined Contribution institutional consultative sales and client relationship management experience

Senior Relationship Manager Shipfinance & Offshore Drilling Latin Resume Examples & Samples

Management of the existing Shipfinance portfolio and composition of an offshore portfolio with comprehensive financial advice and banking services for Latin America, providing a 360-degree solution encompassing not only Shipfinance but also offering Private Banking and Investment Banking services. As integral part of the Transportation department, Shipfinance provides finance for merchant vessels and offshore assets on a case-by-case basis. Shipfinance being responsible for the acquisition, negotiations and management of complex transactions
Acquisition of shipping as Offshore Drilling companies in Latin America
Leading negotiations of term sheets with clients and potentials
Review of term sheets ensuring maintenance of high quality standards
Responsibility for internal coordination towards other financial service offerings; especially Private Banking and Investment Banking business
Advice to members of the Senior Management of Transportation on complex structures
LI-JG1*

Senior Relationship Manager Resume Examples & Samples

Experience within the Banking/Financial Services Agri sector
Proven Leadership Capability
Ability to link product features and benefits to customer needs
Proven experience in achieving sales goals in previous roles
Credit skills, experience in dealing business to business
Pro-active, organised and able to work within a team environment
Investigative and Excellent solution selling skills
Display well developed interpersonal and communication skills with a positive attitude

Senior Relationship Manager Resume Examples & Samples

1 to 5 years of C-Level corporate sales experience in organizations greater than $100 million in annual revenues
Understand fundamentals of purchasing process in large organizations and accounting flow of payables and receivables
Abilility to price financial offers for the purposes of client retention within delegated authority
MBA degree

Senior Relationship Manager Resume Examples & Samples

Minimum 7 years progressive related work experience, including Client Relationship management
Knowledge of SEMS (Supplier Engagement Management System) would be an asset
Contract management experience (ideally with cheque processing type suppliers)
Strong understanding of established process analysis and methodologies. Able to analyze, recommend, implement and validate process improvements
Ability to assess impact or potential impact of change initiatives on financials
Knowledge of the Financial Services Industry would be an asset
University degree or equivalent business experience
Strong client/stakeholder relationship/service provider management competencies
Strong teamwork and leadership skills
Strong analytical, negotiation, presentation and communication skills
Ability to analyze system, process or production problems to identify opportunities to generate process improvements
Ability to manage and resolve conflict
High tolerance for and focused approach to resolving ambiguities
Strong PC skills (Suite of Microsoft Products) and must leverage technology to provide efficient and effective business processes
Excellent multi-tasking skills covering a wide range of challenges, which are independent and distinct

Senior Relationship Manager Resume Examples & Samples

Establish ties with key decision-makers
Develop understanding of client’s strategic goals and identify ways in which Northern Trust can financially optimise both new and existing relationships
Drive initiatives for client driven product development requirements; working closely with the various product teams
Responsible for overall client satisfaction levels at a strategic level and ensure relevant key performance indicators are in place to meet client goals
Establish and maintain relationship plans
Experienced strategic lead for business development
Accountability and experience of increasing revenue through effective client relationships
Ability to establish commercial relationships with Executive level Client Stakeholders
Previous exposure to and comfort with dealing with client management
In-depth functional / industry knowledge
Highly articulate with good communication skills
Good networking contacts and abilities
Ability to present and motivate
Proven ability to influence internally and externally at the highest level
Fluent English and a minimum of one Scandinavian language

Senior Relationship Manager Middle Market Financial Sponsor Group Resume Examples & Samples

Managing day to day relationships with a portfolio of middle market financial sponsors
Deliver capital raising and M&A solutions to those covered sponsors
Partner with associates across the country to deliver banking solutions to the underlying portfolio companies
Act as an investment banking/financial sponsor resource to commercial bankers across the U.S
Experience in leveraged finance, capital markets and M&A
Strong commercial banking credit skills
Able to easily navigate multiple client and support organizations
Displays personal courage, makes tough people and business decisions
Unquestionable business and personal integrity

Key Private Senior Relationship Manager Resume Examples & Samples

Eight plus years of demonstrated sales and business development experience with proven results
Demonstrated expert functional knowledge of Investments, Trust and Credit; ability to advise
Demonstrated expert knowledge of financial products and banking regulations. - Demonstrated strong client advisory skills
Proven experience with and comprehensive understanding of consumer or commercial lending
Undergraduate degree in business related field or equivalent work experience

Senior Relationship Manager Resume Examples & Samples

Proactively manages the operations requirements of assigned Line of Business and or client base
Manages the delivery of contracted services to clients to ensure that SLA’s (Service Level Agreements) and KPI (Key Performance Indicators) are met or exceeded, as defined in the relevant contracts
Develops and manages operational relationships for the assigned Line of Business and or client base. This position will be accountable for taking primary responsibility for driving client satisfaction with service delivery
Sells the value proposition and build relationship at all levels of the client organization
Proactively identifies opportunities for process improvements between Fiserv and the client base, including but not limited to cost saving initiatives
Manages escalated service issues and serves as the primary contact to direct resources and activities within the Fiserv Enterprise, as it relates to the client operational issues
Partners with the assigned LOBs on budgets and finance – ensures alignment of budget/expense alignment
Protect performance of the Operations SLA
Partner with CS Ops and ensure SVLs are protected
Own the SOPs – up to and including the change management process. Need to understand how we operationally do the work (does not include the updating of KC articles)
Perform semi- annual site audits on process by LOB Ensure strong partnerships with Ops Readiness – ensure effective handoffs to enable scheduled client onboarding
Helps to ensure decisions that drive accurate staffing Provide oversight on KPI’s e.g. efficiency, CX, expense Active Participants in monthly Operating Plan Meetings
Review monthly and daily Operating plans – determine the need to attend to ensure protection of SVLs
Bachelor’s Degree in Business
Contact Center Operations
Deep Understanding/Comprehension of Card Services Business – Front and Back Office operations as it pertains to Fraud Management, Card Issuance, Disputes and Chargebacks from debit and credit perspectives
5+ years in Relationship/Client Management Experience
5+ years of job experience with Financial Institutions
3+ years in Contact Centers
P&L Responsibility is a plus
35%

Senior Relationship Manager Resume Examples & Samples

Minimum 8 years’ experience in handling Multinational business or financial industry
Independent, enthusiastic, persistent, and an interested & fast learner
Ability to represent the firm to senior client management
Strong organization skills to handle a large client portfolio
Exposed to a wide range of banking products with the relevant credit training

Cbna Senior Relationship Manager Resume Examples & Samples

Establish and direct communication, planning, process oversight, and reporting on occupancy needs with extensive input from the Retail Consumer bank Management team [Citigold, Small Business, Mortgage, Branch]
Coordinate and handle day-to-day activities for projects including Citigold Center Hubs/Towers, Retail Branch seating, Corporate Office restacks, capital projects and new leases in conjunction with Asset Managers, CRS & CTI Project Managers, Space Planners and Transactors
Work with CRS team and businesses to coordinate implementation of space optimization initiatives
Ensure that initiative details, including costs and benefits, as well as key metrics and major milestones are appropriately captured, reported, and updated
Collaborate with cross-functional teams in CRS, Distribution Strategies and Finance to create, gather and compile all components required for the completion of the IEP for investment proposals related to branch relocations and downsize projects
Present business rationales to senior management and advise on complex transactions
Track internal IEP documents from beginning to end and streamline management approvals
8-10+ years of relevant experience
Experience interfacing with senior management and influencing team members across a large, complex organization
Significant corporate real estate experience, preferably within a financial services firm or large corporation
Demonstrated ability to understand and prioritize client needs, and work effectively with a variety of teams (Project Managers, Move Coordinators, Asset Managers, and Transactors) to deliver solutions
Demonstrated leadership skills and focus on achieving results, including the ability to define goals, develop actionable plans and manage work to achieve desired outcomes; a sense of urgency and the ability to foster the same in others
Demonstrated ability to understand and complete detailed financial analysis
Proficiency in Microsoft Office, particularly Excel and Power Point

Senior Relationship Manager Accounting Luxembourg Resume Examples & Samples

Developing balance sheets, profit-and-loss accounts and annual reports
Executing and maintaining financial administration for multiple international clients
Working closely with finance and legal colleagues as well as with external parties such as accountants, law firms and tax advisors

Not For Profit Senior Relationship Manager Healthcare & Institutions Resume Examples & Samples

At least 8+ years of broad based commercial lending/corporate finance experience within Not For Profit lending
Highly desirable to have active networking contacts and Centers of Influence established in market
Desire to work in Specialized Industries with an interest in NFP Institutions & Education

Senior Relationship Manager, HFS Resume Examples & Samples

Managing high value strategic client relationships
Managing client profitability and having accountability and revenue responsibility for their client relationships
Anticipating and identifying opportunities for expanding the business relationship
Monitoring and measuring client and product performance, including but not limited to SLA's, issue logs, calling programs, internal and external client service reviews
Delivering client service resolutions by engaging and working with other functional areas both locally and globally, to ensure the provision of a timely and efficient level of service excellence
Advising and training the client on new technology and initiatives
Innovation in the processing of client requests and the technology used within NTHFS to provide fund administration services
Partnering with Shared Service teams to continuously optimise operational processes and support structure for client servicing and where appropriate off shoring
Assisting in the management of on-boarding new client relationships, where assigned
Knowledge of fund administration, prime brokerage or investment management
Track record in Client Relationship Management preferably with Hedge Funds
Comprehension of the use of technology in financial services and good platform experience
Experience of adapting their approach to suit a variety of different client types and situations to deliver results
Experience and examples of communicating complex information in a clear simple way
Familiarity of investment transaction postings to client accounts and client reporting requirements
An understanding of pricing structures and client profitability measures

Senior Relationship Manager International Business Clients Team Resume Examples & Samples

Academic degree preferably in business economics, finance or law
Relevant banking experience (min 7 years) with one or more relevant banking products (f.e. Structured Finance, Bond structuring / origination, Corporate Finance etc.)
Excellent communication and social skills as demonstrated in prior roles
Team spirit, excellent cooperator
Willingness to learn and excel on a continuous basis
Understanding of and adherence to compliance related processes

Senior Relationship Manager Resume Examples & Samples

Strategic responsibility for delivery of service and products to client appointed investment manager relationships. Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely issue-resolution, and effectively communicating investment manager’s concerns and needs to partners and senior management
Develops complete understanding of the investment manager’s business, objectives, goals and challenges, and ensures information is captured in a formal relationship plan
Cultivates strong working relationships with investment manager contacts, primarily the Head of Operations. Demonstrates ability to add value by anticipating needs and by partnering with investment manager to develop and implement solutions
Educates investment manager on emerging issues, bank products and services, industry issues, and the general asset servicing environment, advising the manager of the impact on the client’s business and on our own services
Cross-sells bank products/services where appropriate and participates in development of solutions to investment manager needs. Represents bank operations in client and prospect presentations
Conducts on-site relationship calls to investment manager offices based on predefined calling plan. Issues call reports and coordinates all follow-up stemming from the calls
Serve as escalation point for complex issues, providing support to IMLG management and relationship management team
Contribute to various projects as assigned by IMLG management

Business Banking Senior Relationship Manager Resume Examples & Samples

Position requires a minimum of 3+ years (5+ years preferred) of credit/commercial lending and/or financial services experience
A college degree in business/finance or related field is required
Must possess superior customer service skills as well as proven sales skills

Senior Relationship Manager, Cross Resume Examples & Samples

Analytical Thinking (In-depth)
Business Acumen (In-depth)
Business Valuation (In-depth)
Environmental Awareness (In-depth)
Financial Understanding (In-depth)
Negotiation (In-depth)
Problem Solving (In-depth)
Risk Management (In-depth)
Technology Understanding (In-depth)
Commercial/Corporate/Investment banking experience
Credit Qualified with commercial limits (to be delegated by Head, Cross-Border Banking)
Commercial Adjudication Experience
C-400 or equivalent job experience
Established internal and external network
Expert knowledge of Personal & Commercial Client Group partners in Canada and the U.S
MBA, CFA or Accounting designation and/or related experience

Senior Relationship Manager Resume Examples & Samples

Experience in managing a portfolio of business customers
Qualifications in business, finance or marketing field is preferred
Sound knowledge of lending, trade, market, deposit and cash management products and services
Demonstrated ability in customer relationship management
High degree of self-motivation and excellent interpersonal skills
Organizational, leadership and time management skills

IT Senior Relationship Manager Resume Examples & Samples

Enterprise Resource Planning, ERP, social, mobile and cloud technologies
Basic Human Capital and Learning & Development principles across the "Recruit to Retire" process, including Talent Management, Performance Management, Onboarding, Rewards & Recognition, Core/Transactional HR, and Learning Management Systems
Collaboration with stakeholders, customers, vendors, providers and contractors
Management of relationships with senior executive stakeholders, including developing and presenting business cases and decision briefs
Business and operational management
Technology strategic planning and road mapping
Assistance to customers with prioritizing their project initiatives and requirements; and,
Review and approval of deliverables and work products
Daily operations of portfolio and stakeholder management in order to help achieve stakeholder vison and business objectives
Strategic staff management, budgeting, effective resource allocation, establishment of metrics and monitoring related efficiencies
Solutions recommendations to leadership and proactively reporting potential issues and recommendations for resolutions
Communications with clients and firm staff and/or management, preparing concise, accurate deliverables and managing project economics with the occurrence of unanticipated issues
Demonstration of productivity, initiative, professionalism, customer service mind-set, attention to detail and quality, management of multiple priorities, change agility, teamwork, develop and maintain business relationships, and adherence to firm and US IT standard operating procedures
Commitment to continuously updating business knowledge
Usage of analytical skills, particularly with providing technical solution development and evaluations
Execution of leadership in rapidly changing environment and demonstrate flexibility as it relates to changing customer requirements and deadlines; and,
Negotiation and influence to all levels of staff, leading, developing, and coaching staff, as well as serving as a role model to exhibit ethical behaviour and educate staff on firm policies and procedures

Senior Relationship Manager Resume Examples & Samples

Key interface to provider’s senior management team
Work proactively with internal constituents and team to formulate and execute strategy for assigned relationship(s)
Assure the appropriate leverage with our strategic provider for Operations and the firm, leading to a more efficient model
Ensure effective management oversight across Operations of the outsourced functions as an extension of BLK
Proactively address systemic risks utilizing meaningful metrics and management information
Keep abreast of industry developments and ensure BlackRock is well positioned to leverage the scale of our business model
Lead or participate in provider searches such as RFPs and RFIs
Drive the commercial fee model, taking into consideration the provider’s costs structure, potential savings and the broader enterprise-wide relationship
Partner with GPS team members and other business channel partners to ensure day to day relationship management

Senior Relationship Manager Resume Examples & Samples

Bachelor's Degree
Minimum of 6 years relationship management experience
Minimum of 10 years commercial real estate lending experience
Minimum of 5 years financial and income tax analysis experience
Superior knowledge of commercial real estate finance, appraisal, credit policies and procedures, and bank operations policies and procedures
Excellent client servicing and sales skills

Senior Relationship Manager Resume Examples & Samples

Must have sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc) or sales experience within the Dealer Captive Market again focusing on the commercial market
Prior financial analysis experience with in depth knowledge of dealer financial statements
Expertly applies sound accounting principles to spreading financial statements and analyzing credit

Senior Relationship Manager Resume Examples & Samples

Must have a minimum of 10 years experience in Commercial or Investment Banking
Demonstrates ability to successfully manage an extensive portfolio of clients
Appropriate licenses

Senior Relationship Manager Creb-community Development Lending Resume Examples & Samples

Minimum 8 years experience working within Commercial Real Estate, Community Development, Charter School Financing
Bachelors Degree (Masters degree a plus)
Strong knowledge of real estate fundamentals and underwriting, as well as sales training/skills
Must possess the flexibility to travel throughout the region in support of clients

Dealer Financial Services Senior Relationship Manager Philadelphia Resume Examples & Samples

Astutely can assess the current and historical financial condition of a company by analyzing ratios, the asset conversion cycle, and cash flow and can identify all of the critical elements for loan structuring
Understands clients’ business strategies and their needs
Presents his or her position tactfully, diplomatically, and persuasively
Negotiates effectively by managing client expectations around deals (overcoming objections)
Capitalizes on unexpected events or circumstances and turns them into sales opportunities

Senior Relationship Manager Resume Examples & Samples

Proven track record of prospecting new business and enhancing existing relationships in the market
Highly desirable to have active networking contacts and Centers of Influence established in the area
BS/BA and MBA preferred

Senior Relationship Manager Global Commercial Banking Oklahoma Resume Examples & Samples

Automotive Wholesale Lending Experience
Must have sales Experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc) or sales experience within the Dealer Captive Market again focusing on the commercial market
Leverages relevant technology, tools and resources to maximize the financial management of the business
Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities

100

Senior Relationship Manager Resume Examples & Samples

Identify cross-sell opportunities by completing an Investor Questionnaire and meeting those needs through the sale of appropriate financial products or referring opportunities to the appropriate specialists
Ensure up to date knowledge of latest regulations in the finance industry ensuring a proactive approach to understanding current market activities and developments
Maintain a high standard of compliance and control to ensure accurate and error free as well as reducing and minimising critical errors and write offs
8 + years in Financial services industry experience
Proven relationship management skills dealing with affluent, high net worth clients
Deep understanding of industry legislative and compliance regime

101

Senior Relationship Manager Resume Examples & Samples

Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment
Build existing and win new long-term customer relationships
Ensure timely and accurate maintenance of customer and deal pipeline information on relevant systems, as required
Monitor relationship performance regularly to ensure that the return is commensurate with the type of customer and both CMB's and the customer's risk appetite
Take timely and proactive corrective action to mitigate potential losses, exercising effective portfolio stewardship and control
Collaborate with product partners to identify and match customer needs with relevant expertise; notably with Global Trade & Receivables Finance (GTRF), Payments & Cash Management (PCM), Global Banking & Markets (GBM), Global Private Banking (GPB) and Insurance and Investments (I&I)
Minimum of seven years proven and progressive commercial lending/credit experience or equivalent
Credit training or equivalent experience
Well-developed credit, planning, negotiations, communications, sales, analytical and organizational skills

102

Corporate Trust Default Senior Relationship Manager Resume Examples & Samples

Bachelor Degree minimum
Highly motivated, organized and detail oriented with excellent oral and written communication skills
5 to 7 years of experience in financial positions - Corporate Trust experience preferable
Ability to rapidly evaluate complex situations using multiple sources of information

103

Senior Relationship Manager Resume Examples & Samples

Mexico local client experience
Proven experience in financial product sales and client portfolio results growth
Knowledge of Banamex processes
Have in-depth product knowledge of Treasury, FX & Markets
Minimum 10 years’ experience in handling business in the financial industry
Able to work with many different product specialists, markets sale force, cash solutions CMO and senior management
Exposed to a wide range of banking products

104

SME Senior Relationship Manager Resume Examples & Samples

Manage the clients' portfolio to deliver business performance and achieve targets
Maintain close relationship with SME customers in providing solution based initiatives to meet their needs
Build and expand existing customer relationship through in-depth analysis of their needs
Priorities activities to maximize revenue contribution from the high potential customers
Acquire new business via outselling of existing/new products to SMEs and cross-sell
Interview credit application, collect and analyze financial and related data to determine the general creditworthiness of the prospect and merits of the special loan request, establish and negotiate terms under which credit proposal and application for approval
Manage and out serve existing allocated portfolio of SME customers, and achieved the assigned revenue target via providing of total banking solutions
Responsible for identifying the business monitoring and testing and reporting findings, exceptions and results from such monitoring/testing activities
To monitor and ensure strict execution of KYC policy within the bank
To constantly operate within the compliances guidelines set by group standard and/or local regulations
Constantly stay in touch with SME market to understand the latest development in the SME market in term of products and/or services, to suggest and help management in implementation of new product and/or services of the bank's business in China
From time to time, to complete ad hoc tasks assigned by the line manager, deemed appropriate and necessary for the smooth functioning of the department

105

Senior Relationship Manager Resume Examples & Samples

To maximize client profitability in a product neutral manner
To perform credit application with risk analysis and monitoring, to supervise credit process, to procure quality credit proposals & presentations. To satisfy regular (including annual file review) and irregular credit / risk inquiries from local and head office risk functions
To perform & ensure satisfaction of “Know-Your-Client-KYC” & relevant compliance requirement at client / transaction levels
To assist Team Head in annual budgeting, envelope management, Risk Policies recommendation & implementation as well as other bank’s management objectives
To procure smooth coordination & good working relationship with product lines, risk function and other business units
To assist answering of inquiries from external regulatory bodies (internal auditors, CBRC, SAFE etc.)

106

Senior Relationship Manager Resume Examples & Samples

Origination of Corporate & Investment Banking business across Telecommunications, Media and Technology (TMT) Customers in Asia with focus on South East Asia and North Asia
Establish coverage and relationship with TMT companies across Asia with deeper focus on Telecom and Media sector
Demonstrate an understanding of the client’s business needs as well as an ability to generate advisory, capital markets idea, solutions with support from various product groups
Originate and lead execution of mandate covering various products offering, such as Structured Finance, Debt Capital Markets, Equity Capital Markets & M &A Advisory, Cash & Trade (Supply Chain, Structure Trade Finance, ARP) and Treasury
Identify pertinent credit related issues, and work out viable financing solution for clients
Supervise/prepare financial models with P&L, balance sheet and cash-flow projections based on sound business and market assumptions
Ensure timely submission of RFP, pitches, meeting deal execution timelines, credit memos and supervision reports
Supervise and train up junior bankers in terms of origination, technical and execution skills

107

Senior Relationship Manager Resume Examples & Samples

Establish coverage and relationship with Automotive companies across Asia
Demonstrate an understanding of the client’s business needs as well as an ability to generate solutions and procure support from product groups
Execute of mandate covering various products offering, such as Cash & Trade (Supply Chain, Structure Trade Finance, ARP), Treasury, Structured Finance and Debt Capital Markets
Prepare financial models with P&L, balance sheet and cash-flow projections based on sound business and market assumptions

108

SVP, Senior Relationship Manager, IBG Resume Examples & Samples

Establish senior coverage relationships with WMNC companies across Asia, working in conjunction with DBS London / LA as well as DBS offices in the respective Asian markets
Contribute to the formulation of target segments, account plans and solution marketing strategies as we develop and expand DBS’ WMNC franchise in Asia
Lead and coordinate the consistent execution of financial solutions and service delivery by the team in conjunction with local and/or product BU and / or SU partners across multiple geographies
Originate and lead execution of mandates covering various products covering Loans, Cash, Trade, Treasury & Markets, Debt Capital Markets, M&A Advisory and Equity Capital Markets
Supervise and coach junior bankers on origination, technical and execution skills, including the preparation of credit and pitch material
Identify pertinent credit, compliance and execution issues relating to deal origination and relationship management, and lead the resolution of the same

109

Senior Relationship Manager Resume Examples & Samples

Maintain and enhance relationships with existing Japanese and other Asian or regional clients and distribution partners as assigned with focus on client service and retention
Ensure that all service and contractual client requirements are met in accordance with client expectations in terms of timeliness, accuracy and language requirements
Ability to act as investment team resource representing various investment strategies, with primary focus on Bank Loan, for the Japanese marketplace constituents including existing clients and distribution partners, their consultants and clients in other region and EV locations. Ability to participate in other marketplace speaking engagements as required such as client conferences
Primary point of contact for Singapore based business development team and EV relationship manager and client service team on coordinating the travel and meeting logistics for their initiatives in region
Assist in development of regionally appropriate client materials including distribution partner marketing materials including participation in development of white papers and other thought leadership collateral
Assist with product development initiatives related to bank loan and other investment strategies including new vehicle development and existing vehicle enhancements related to existing relationships
Assist with regional marketplace communications with language translation as required
Assist in development of region specific industry best practices in client materials
Acquires and maintains in-depth knowledge of the firm’s products and services
Working with broader Eaton Vance team, coordinate and host meetings (introductory, due diligence, , etc.) for Japanese clients and their consultants in Boston (or affiliate company location) working with appropriate support, marketing etc. teams. This is meant to be for existing clients only
Assists with related additional projects or initiatives as requested, including acting as bank loan and other strategy subject matter expert for other EVMI business and client initiatives- as necessary

110

Corporate Banking Senior Relationship Manager Resume Examples & Samples

Manages and grows a large and complex portfolio of corporate loans
Prospects for and closes new business relationships and retains and expands relationships with existing customers. Sells appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals
3+ years leveraged finance experience

111

Senior Relationship Manager Resume Examples & Samples

Responsible for providing relationship management and overseeing 15-25 mid size to large plans, generally in the $25MM - $50MM range
Responsible for client retention and growing our existing plans
Responsible for sole relationship with client, education strategies, plan review, asset diversification
Responsible for assisting with the sales team on developing new https://jobs-gwl.icims.com/jobs/13281/assistant-manager-marketing-operations/job business and attending finals presentations
8-10 years financial services experience
Advanced 401k, compliance, plan documentation and investment knowledge

112

Senior Relationship Manager Resume Examples & Samples

Bachelor's degree or equivalent and 10+ years of related experience required with at least 5 years focused on the large market (1,000+ lives)
Experience with group employee benefits, underwriting, or reporting
Resident and non-resident Life and Health license(s) are required
Advanced knowledge of cross-functional business unit products required, and preferably knowledge of company products
Must have excellent planning/organizational, problem solving, analytical, negotiation, presentation, oral and written communication skills, as well as advanced math skills
Must have knowledge of insurance, distribution, marketing arms, cross-functional knowledge of key processes to acquire and retain profitable business
Must be able to maintain a high degree of accuracy while being detail oriented
Travel required, including overnight stays

113

Senior Relationship Manager Resume Examples & Samples

Design and execute relationship management plans
Conduct analyses of client's business objectives, competitive landscape, industry positioning and develop calling program to ensure client engagement
Develop and execute relationship plans ensuring the array of products and services are appropriate for the client
Negotiate with client management regarding legal contracts, fees, and service-related special projects as appropriate
Ensure compliance with all bank, legal, regulatory, and policies and procedures as well as identify, measure, monitor and control risks associated with the client book of business
Proactively advise and consult with clients and third-party service providers to identify opportunities to expand current products offered, to provide service/technology efficiency improvements, and to become a trusted advisor
Build network of referral sources from existing book and actively participate in conferences and industry associations building contacts and developing other market influencer relationships
Determine appropriate calling program for clients, industry consultants, and related service providers
15% Services Upgrades & Organizational Product Champion
Represent client as leader or serve as a member of special projects as needed for service enhancements or in response to changes in regulatory compliance or industry initiatives, market practices or technology upgrades to provide current and critical industry knowledge and to convey client expectations
Typically requires a college degree or equivalent level of professional experience and training
4+ years of experience in relationship management in Institutional Services or related securities industry sector with significant experience in one or more of the following relationship types; various debt instruments, asset servicing, cash management products, and other value added services, and regulatory and industry requirements for clients and for the bank
Demonstrated ability to articulate a package of products and services in support of client's investment needs and to effectively present the organizational structure, policies and procedures of the Bank in support of delivering relevant services
Experience in client/bank technology connectivity and industry information delivery platforms desired

114

Senior Relationship Manager Resume Examples & Samples

Advisory -- authority to provide advice and counsel to his/her clients on proposed strategies, the evaluation of existing and potential business initiatives and on internal and external factors affecting the client
Recommending – authority to recommend and structure relationships proposals on behalf of the bank
Net income
Revenue
Deposit growth
Fee income growth

115

Voluntary Benefits Senior Relationship Manager Resume Examples & Samples

Acts as a leader and mentor to other Client Executives
Ensures the full scope of services are priced appropriately for client expansion opportunities
Maintains and manages client profitability
Travel is required to lead client meetings and presentations
Reports at-risk accounts; develops and executes client retention strategies
Effectively develops opportunities, client relationships and gains new business
Responsible for year over year growth of business through preservation of renewal business, business expansion, and meeting the organization’s profitability and budget goals
Creates a client-specific business plan to ensure growth, retention, and expansion goals are met
Seeks feedback products, projects, and services through ongoing client dialogue
Coordination with internal operational departments to ensure service levels meet or exceed client expectations and protect the firm from Errors & Omissions (E&O)
Facilitates communication between the client and the service team members locally and nationally
Communicates with each team member, promoting and encouraging a positive team atmosphere
Ensures that Transparency and Disclosure, Best Practices and quality standards are adhered to in all aspects of the practice and is responsible for all contractual and regulatory compliance
Ability to set and manage client expectations
Ability to work independently and lead cross-functionally
Proven ability to exercise sound judgment and strong problem solving skills
Effective written and verbal communication skills, including the ability to communicate information concisely internally as well as externally with satellite locations and external clients
Strong financial acumen and analysis skills
Demonstrated ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required
Strong computer skills and the ability to navigate through multiple systems without assistance
Life & Health and Personal Lines licenses must be obtained

116

Senior Relationship Manager Resume Examples & Samples

Defines and develops the business' strategies and objectives along with the business head. Works closely with management to foster effective working relationships and ensure alignment with business objectives
Maximizes the opportunity for creating “one MMC” and maintains relationships with other partners in MMC op cos
Works with business head to develop annual budget for the appropriate office(s) and is responsible for managing all functions that contribute to the profitability of the office(s) and the achievement of business objectives
Manages appropriate office(s) P&L, exercises expense control, and maximizes revenue in compliance with corporate guidelines
Possesses the ability to run an operation in one state and integrate support functions from offices in other states while providing seamless service to clients
Possesses a thorough understanding of Association/Affinity client environment and has the ability to work through association committees and obtain group consensus with follow-up implementation through staff
Ensures execution of business plan and leads the new business activities driven by the Associations/Professional Liability Sales Leader, sales professionals and client executives, with oversight by the business head
Develops and maintains industry relationships and monitors the market to maintain competitive knowledge of the industry and to ensure our capabilities are meeting the consumer marketplace needs
Communicates and monitors quality standards to ensure adherence in all aspects of the business and is responsible for all contractual and regulatory compliance
Manages client relationships to ensure client satisfaction. Makes decisions in conjunction with the business head based on the best interests of the client and of the firm
Oversees negotiations with the client regarding the pricing of services in critical situations as well as the overall strategy and direction of the relationship
Monitors at risk client accounts for profitability and pro-actively develops corrective strategies
Cross sells economic buyer relationships with clients and prospects and identifies the various resources that result in cross sell opportunities to sell company services to new clients or to sell existing clients additional company services
Interviews and selects candidates, conducts performance management, and fosters employee development
Monitors staff functions and mentors and provides feedback to employees
Minimum of 15 years industry experience, strategy development and design of proven sales/service delivery models required
Prior P&L responsibility required
Demonstrated management experience required, with a focus on goal setting and coaching
Experience setting the vision and leading and implementing new initiatives related to client management, new business development, and business penetration
Ability to establish trust with clients and staff
Ability to conceptualize a project and create a vision
Demonstrated ability to lead others and follow-through on projects to completion
Demonstrated ability to function effectively as a team-oriented leader in a high visibility client environment
Must be able to work independently but also lead cross-functionally
Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development
Effective written and verbal communication skills, including the ability to communicate internally as well as externally with remote locations, external partners and clients, and vendors
Proven business development and negotiation skills with the demonstrated ability to effectively develop and leverage key relationships and referral sources
Must demonstrate strong active listening and follow-up skills
Must possess strong presentation skills and demonstrate a comfort dealing with high level executives
Appropriate license must be obtained if necessary for position
Core competencies include

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Senior Relationship Manager Resume Examples & Samples

Deep understanding of the trends, opportunities and challenges that drive our client’s competitive landscape
Ability to develop influential and lasting relationships within our client’s business leadership teams (VP and above) - repeatedly delivering significant business-aligned results
Superior client relationship management skills and experience,
Manage the sales and delivery cycles of complex, transformational change including oversight of virtual teams and working in a global, matrixed model
Strong commercial and business expertise, as demonstrated through the development and articulation of business strategies, briefs, cases, program visions, objectives and benefits
Can envision, define and deliver strategic results, preferably from ideation through implementation
Ability to develop, coach and mentor high performing teams to achieve specific time-bound result
End to end Card Processing- Card ( Credit/ Debit/ Prepaid / Online) Authentication and Authorization and client service
Analytics ( Customer , Fraud ) and Loyalty Management
Deep payments knowledge and expertise
Prior Consulting Experience in a Global Consulting Firm is a MUST
Superior client facing skills; must be able to interact with executive level clients
MBA or demonstrated business leadership or excellence
Client centric focus – very strong listening skills, problem and solution framing, articulation
Intellectual curiosity to be able to adapt to the Trianz Business Model
Passion for action and accomplishment for clients and organization
Clarity of vision
Strong Leadership skills – lead by example, communicator, team builder, high sense of accountability, comfortable with ambiguity
Entrepreneurial, adaptive in changing environments and highly collaborative
MBA or demonstrated business leadership/excellence
Should have managed teams 50+ in size in a global delivery context
12- 15 yrs. of total exp

118

Senior Relationship Manager Resume Examples & Samples

Prior Consulting expereince in a global Professional Services Firm is a MUST
Ability to develop, coach and mentor high performing teams to achieve specific time-bound results
Deep Insurance Industry knowledge and expertise

119

Senior Relationship Manager Resume Examples & Samples

Delivers Results: Assist bankers and product partners with the origination, structuring and execution of transactions and financing in the financial institutions segment
Evaluate public filings, research reports, operations, business plans and financial forecasts to produce strategic and financial analyses
Leads Change: Work closely with all partners to ensure the Corporate Bank fulfills its reaffirmed role of being at the center of the CIB's relationship management strategy by participating in client planning, product agnostic cross sell and effective capital allocation
Act as an Owner: Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards. Evaluate the credit worthiness of clients and actively manage and oversee the preparation of credit approval proposals
Builds Great Teams: Effectively manage Analysts and Associates, delegating and reviewing their work as well as creating a culture of collaboration in the team
Drives Client Value: Build credibility and establish trust with clients by identifying client needs and proactively providing strategic solutions spanning the full range of Citi’s product platform
Works as a Partner: Heavy marketing and execution responsibilities which are coordinated with senior bankers, relationship associates and product/investment banking partners. Partner effectively with the Investment Banking team to execute episodic transactions. Work with product partners to provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
Bachelor’s Degree in Business Administration or related degree
7+ years of experience in the financial services industry, specifically within Banking
Sound understanding of the corporate banking business and its related products, pertinent regulations affecting it and the lending & credit approval process
Strong credit, negotiations, communications, sales, analytical and organizational skills
Experience with large institutional clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
Strong work ethic, high energy level, able to work independently and think strategically

120

Senior Relationship Manager Resume Examples & Samples

Contribute to the growth of Global Subsidiaries Group (GSG) business franchise by building, managing and growing customer relationships with the subsidiaries of Citi global clients
Generate revenues for the bank by focusing on customer acquisitions and adding value to existing/ prospect clients in alignment with Citi strategy and other performance goals under the guidance of GSG Head
Responsible for meeting product and customers target revenues
Identify target market names in relevant industries, establish business relationship, understand clients’ needs, establish account strategy and offer tailor-made solutions
Active customer calls to existing / potential customers; products sales to existing/potential customers
Lead, coordinate and team-work with product, credit, support and operations group of the business within and outside of the country to achieve above objective
Stay a constant calling contact with assigned clients and identified prospects meeting target market criteria. Have an in-depth knowledge of the client’s business, management structure and management team, maintain accurate credit/client files and all the other documentation necessary under the bank’s Know-Your-Client policy
Remain current on the client’s financial standing, business risks and business needs. This shall be achieved by calling on the senior management of the client on a regular basis and proactive approach in identifying client needs and problem recognition
Engage into active dialogue with clients decision-makers on client’s transaction services and other banking needs and get client’s commitment to open accounts and/or buy services and products from Citibank
Conduct formal relationship planning and teamwork with product colleagues and treasury
Manage the internal credit approval, control, compliance and documentation processes required to keep the client relationship in good order
To communicate effectively with colleagues in Kazakhstan and throughout the global network through call memos, CRM system and financial analyses – on key developments with the client and the bank’s relationship with the client
Work with all product partners to originate deals with all products
Devise and execute an annual strategy for each relationship based on acquiring market/wallet share, revenue and risk/return targets
Comply with internal risk and control policies, including credit approvals, KYC and AML reporting requirements
Contribute to timely delivery of high quality credit approval packages and other credit memoranda and ensure approval (where applicable)
Coordinate, negotiate and close transactions including account opening, credit, legal and other documentation ensuring that the bank’s policies and procedures are properly followed
Perform other tasks and responsibilities as assigned by the Department Head
University Degree – higher education in Economics/ Finance preferred
Relevant banking experience minimum 6 years, good knowledge of corporate banking products
Knowledge of the multinationals market
Marketing, client acquisition and negotiations skills
Good knowledge of banking products; understanding of credit and risk essentials
Fluent conversational and writing English skills
Good presentation and communication skills

121

Senior Relationship Manager Resume Examples & Samples

Candidate should have executive presence and a dynamic personality
Candidate should have exceptionally strong credit skills: ability to fully analyze & underwrite your own deals
Seeking a candidate who has a desire to advance to a team leadership rol
Candidate should have experience working with growth companies in the $25 million+ annual sales size

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Senior Relationship Manager Resume Examples & Samples

2) Team handling experience of minimum 3-5 people
3) Sales experience in the previous role is mandatory
4) Good communication skills
Graduate with team handling experience
MBA not mandatory but preferrable in Sales & Marketing

123

Senior Relationship Manager Resume Examples & Samples

Manages client relationships for Global Fund Services
Ensures overall client satisfaction by facilitating efforts of service team, co-ordinating resources to end-delivery and issue resolution, and effectively communicates client concerns / needs to partners
Develops complete understanding of client’s business objectives, goals and market challenges and develops a relationship plan to reflect these
Cultivates strong working relationships with client contacts. Demonstrates the ability to add value by providing solutions and partnering with the client to implement
Educates the client on emerging issues, Northern Trust products and services, regulatory/tax changes, the general fund environment, advising the client of the impact on the client’s business and on Northern Trust services
Cross sells Northern Trust products and services and participates in development of solutions to meet client needs, co-ordinates presentations, brings in experts where necessary, ensures smooth delivery of new services and communicates emerging needs
Develops, maintains and reviews client relationship plans and ensures Service Delivery Descriptions are in place for all clients
Ensures that all At Risk clients have an action plan in place to manage the relationship out of At Risk status
Assigns Executive Sponsors and / or Senior Callers to all clients, provides briefing notes as per Mosaic standards, briefs Sponsors / Callers on the relationship quarterly or semi-annually as appropriate and ensures Sponsors / Callers meet with the client at least once a year
Ensures that all relationship documentation are kept within eRM or any other client data depository and are complete, current, timely, articulate and adhere to Mosaic standards and guidelines i.e. Call reports, relationship plans (including profitability profile), pipeline/won/lost business, cross-sell opportunities, exec sponsor calling programme, fee schedules, BRAG reports, At Risk reports, overdue fees, mailshot recipients
Documents profitability analysis and reviews on a quarterly basis. Has in place an action plan to return to an acceptable level of profitability any unprofitable clients or those with a margin of less than 20%
Attends client Board meetings where necessary
Manages debtor profile, facilitates the timely issuance of accurate invoices

124

Defined Contribution Senior Relationship Manager Resume Examples & Samples

Lead in developing consultative conversations with clients to uncover business development opportunities
Think commercially about the relationships and how we can partner in “out of the box” ways
Drive BlackRock products and services toward top placement within the Recordkeeper programs
Responsible for driving new aum and revenue at top partner Platforms
Build and maintain senior level relationships with clients
Field, respond to, and accommodate day-to-day client requests regarding sales support, marketing, operational procedures, funding activities, billing issues, contractual issues, and new assets
Support the DC Team’s integration efforts within other client businesses; develop strong relationships with other client business Account Managers
Successfully work within a team structure
Work on special projects as assigned
Track activities and maintain contact information in CRM
Expand knowledge about products, services and sales techniques to provide consistently improved assistance
BA/BS degree in related field (Economics, Finance or Accounting)
8+ years of related industry experience
Is motivated by sales, relationship management
Thrives in a fast-paced environment with a proactive, “can do” attitude
Has exceptional written and verbal communication skills
Has demonstrated analytical ability, maturity and judgment in dealing with institutional clientele
Is organized and detail-oriented with strong time management skills
Has the series 7 and 66 licenses
Continuing education in finance, investments, and pension fund issues
Strong understanding of customer focus
Effective team player; able to work with people of all levels
Has a high level of self-motivation, with strong integrity & ethics

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Senior Relationship Manager Resume Examples & Samples

Coordinating – authority to coordinate work and/or call people together to discuss/resolve issues
Can persuade people to change course and/or act in concert with each other
Monitoring and collections – authority to collect or be provided with the required information to make decisions on resolving client issues
Auditing -- authority to examine the work of others to ensure compliance with all regulatory requirements. Has the authority to stop activities/documents outside standards
Decision making-- authority to say no and stop something from happening in regards to relationship structures, pricing and negotiations
Base limit authority $7.5MM

126

Senior Relationship Manager Resume Examples & Samples

Good knowledge of Financial Analysis & Lending skills
CCRS familiarity
Good Knowledge of project finance analysis
Good knowledge of the financial services industry and any other skill will be highly value added
Good knowledge of the products and services
Good knowledge of AML and KYC related issues – client on boarding and monitoring
Good leadership skills including people management
Good communication and listening skills
The ability to explain complex information clearly and simply
Proven ability in marketing techniques
Good operational skills
High level negotiation skills – for new business
High level adaptive presentation skills – for new business
Ability to work under pressure and deliver on tight deadlines
Strong IT literacy skills
Good training skills
A thorough expertise of the full range of investment and international banking products and services as well as detailed knowledge of related banking products, commonly foreign exchange, international payments and cash management
Detailed knowledge of procedure and regulations and ability to ensure both BBML and its customers adhere to the Service Level Agreement

127

Senior Relationship Manager, Affluent Banking Resume Examples & Samples

Qualification under SFO and IIQE to perform relevant regulated activities in Wealth Management product sales a must
Strong experience in a Relationship Manager role highly preferred
Proven sales track record in Wealth Management
Sound knowledge of Investment and Wealth Management products
Result-oriented and self -motivated

128

Senior Relationship Manager Business Banking International Resume Examples & Samples

Proven ability to deliver customized/flexible solutions appropriate to customer needs
Good understanding of the local and international ‘Commercial’ environment, with a passion for understanding a broad range of industries and businesses and a determination to keep this knowledge updated
Entrepreneurial and innovative with a flair for solving problems

129

Senior Relationship Manager Resume Examples & Samples

Accounting (In-depth)
Finance (In-depth)
Change Leadership (Working)
Organizational Understanding (Working)
Relationship Management (In-depth)
Strategic Thinking (Working)
Project Management (In-depth)
Managerial Leadership (Working)
Process Co-ordination and Management (Working)
Resource Planning (Working)
Degree in Finance or Accounting
CPA a plus
10 plus years of banking experience

130

Senior Relationship Manager Resume Examples & Samples

Provide direct and reactive support for general inquiries, issue resolution, manage work requests for GEN paperwork and implementation projects and advocate for the customer
Ensure experience is as expected by your customer by keeping updated day to day and escalation contacts for distribution of network bulletins, create and update client profiles as needed, collect feedback from client, validate incentives, event management, manage and resolve ACH rejects and NOC updates and ensure procedures are current
Provide proactive services by monitoring volume to identify shifts and need to upgrade telecom equipment to support increased transaction capacity, monitor pricing, manage waivers, communicate and educate clients on products and Network Releases, report to Account Management Team issues, escalations, open projects and upcoming events
This role will require limited (5%) travel, as needed to maintain and strengthen the relationship and customer experience, and provide periodic client service reviews
5 years of relevant experience (some payments experience preferred)
Knowledge of the Payments industry and current trends
Works independently with guidance in only the most complex situations
Participates in determining objectives of assignment
Plans, schedules, and arranges own activities in accomplishing objectives
Work is reviewed upon completion for adequacy in meeting objectives
Latitude for independent judgment and decision making within defined guidelines
Gathers information, consults those who need to be involved, and puts decisions into action
Knowledge of transaction routing, reporting, settlement for cardholders, issuers, processors, networks, acquirers, merchants/ATMs
Excellent verbal, written, and presentation abilities
Strong customer focus and proven customer service skills
Must be self-sufficient in problem solving ability
Exceptional follow-up skills and documentation
Ability to work independently and be self-starter
Strong organizational savvy, analytical skill, and business acumen
Considers the implications of options when making a difficult decision
Must be proficient in MS Excel, Word, and Power Point

131

Senior Relationship Manager Resume Examples & Samples

Master’s degree in Business, Economics, Finance or equivalent discipline. MBA preferred
6-7 years-experience in Corporate sales function, banking or financial business
Strong, proven financial and business acumen
Strong credit risk demonstrated experience
Strong analytical, marketing communication, interpersonal and leadership skills
Initiative and hardworking, energetic and eager to learn new things

132

Senior Relationship Manager Resume Examples & Samples

Excellent credit and risk assessment skills gained through relevant banking experience
Has a broad knowledge of capital markets and financial structuring and is able to apply this is in a constructive manner with the customer
Should have People Management experience

133

Senior Relationship Manager, Middle Market Resume Examples & Samples

Solicits new business, cross sells , administers & services existing business relationships
Interviews applicants to collect information concerning their businesses & requirements
Evaluates credit information
Makes relationship recommendations
Maximizes the Departments profitability through the maintenance of high quality loan portfolio
Follows current loans to ensure conformity with terms
Maintains current & complete credit file
Participates in a formal call program to develop new loan, deposit & fee based business
Follows market trends & developments to increase the Bank’s business in established and developing markets
Manage & retain existing clients
Works closely with internal contacts to service clients
May coach/mentor junior relationship managers
Bachelor’s degree or in lieu of degree, four years of work experience
Seven years of commercial portfolio management experience
Financial analysis experience
Knowledge of banking credit principals
Ability to interact with all levels of personnel using diplomacy
Ability to see effectively to prospects & clients
Formal Credit Training
Nine years of commercial portfolio management experience
Experience analyzing and handling complex credits
In-market experience
Sales Management experience

134

Roadside Senior Relationship Manager Resume Examples & Samples

Cross sell products and expand market penetration into existing accounts in the financial institutions, financial planners, broker dealers, warehouse channels including negotiation of terms of agreement in order to increase market share
Identify business/product/program needs of existing clients and create custom tailored product programs to meet those needs, including proprietary or private label custom programs as appropriate
Formulate a product / program strategy to meet the requirements
Work with Actuaries, Marketing, Operations and Implementation staff to develop new products to meet prospective and client needs
Align and/or coordinate internal and external company strategies with the National Sales Management team in order to assure company objectives are met
Clarify and communicate prospective client wholesaling, internal sales support and operating requirements
Represent the company at trade association and other industry and/or client meetings in order to promote product and n- etwork with key personnel
Establish strong relationships all essential internal operating departments that may be involved in developing programs such Marketing, and Legal in order to meet client needs, and accomplish goals through other team members
Gain an understand procedures and policies within each operating groups
Gain an understanding or technology perimeters
Proactively build relationship with key individuals and gain an understanding of their processes and policies
Partner contact within PMG communicating with major partner to move initiatives forward. Uses business development expertise to independently develop and implement significant product, marketing and relationship expansion to meet/exceed partner revenue. Possesses experience and expertise in making independent strategic decisions regarding partner management and growth
Is primary partner advocate. High profile visibility to PMG and senior client management frequently interfacing with the Presidents of partner accounts
Manage partners P&L’s. Ensure partner and PMG financial objectives are met/exceeded by securing additional opportunities for marketing, introducing new products, increasing channels of distribution and managing expenses
Drive financial forecasts and planning through development of marketing strategy and plans and financial models. Work cross functionally to execute plans on time and within budget
Ensure partner contract compliance and manage contract renegotiations. Secure marketing commitment according to forecast. Mange growth profitability
Understand partner goals/objectives and translate them into actionable solutions to drive profitability and partner/customer satisfaction
Collaborate with Product, Marketing, and Marketing Analytics to develop customized marketing programs and based on partners’ goals
5+ years proven client/vendor relationship management skills
Bachelor's Degree or 4 years equivalent marketing experience including experience in client relationship management
Financial proficiency and analytical skills

135

Senior Relationship Manager Commercial Banking Resume Examples & Samples

Strong networking skills and interpersonal skills
Thorough knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model in order to provide integrated financial solutions
The incumbent must have at least 2 to 5 years of commercial banking experience
The incumbent must possess intermediate credit skills and an understanding of financial analysis, risk analysis techniques, credit adjudication and the Bank’s lending policies/procedures
Very strong interpersonal skills and communication skills are essential to this position. The incumbent must be able to effectively articulate views both within the Bank and externally in the marketplace
Strong PC skills are necessary, including a working knowledge of MS Word, Excel, PowerPoint, and all commercial systems and platforms

136

Senior Relationship Manager Resume Examples & Samples

Prefer post-graduate study resulting in a MA or MBA degree, with a minimum of a Bachelor's degree or equivalent, and 8+ years experience in both DB and DC products
Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy
Must possess excellent leadership, negotiation, organizational, problem solving, oral and written communication, and presentation skills
Must have business unit and company product knowledge
Some travel, including overnight stays required
Solid understanding of our competition, and the retirement/investment industry
Solid sales skills

137

Senior Relationship Manager Real Estate Banking Resume Examples & Samples

Ensuring all compliance policies are followed including the Bank’s Know Your Customer guidelines
Following the Bank’s Anti Money Laundering program and Guidelines for Business Conduct
Remaining well informed on business conditions and the real estate industry generally
Recognizing problem accounts at an early stage and taking appropriate action to protect the Bank’s interests by implementing an action plan to correct the situation or exit the loan as appropriate
Ensuring customer defects for both business and collateral documentation are kept to a minimum, and promptly taking action to correct or resolve any defects identified
Acquiring and maintaining a sound knowledge of the Bank’s products and services
Following Scotiabank’s One Team One Goal core values
Actively seeking customer feedback on Bank products and the delivery of customer service
Ensuring high service standards are maintained, including meeting deadlines on customer requests
Taking a positive approach to business and identifying new business opportunities with proper focus on profitability and risk
Monitoring customers’ needs and cross selling Bank services
Identifying and referring sales opportunities to other departments in the Bank, including Global Transaction Banking, Private Banking, Commercial and Retail Banking, and Scotia Capital/Capital Markets
Support the Real Estate Banking Team’s activities by
Maintaining effective, open communication and an atmosphere conductive to teamwork and success
Displaying proper attention to training and development of selfThe Senior Client Relationship Manager is responsible for contributing to the overall success of Real Estate Banking by meeting his/her negotiated goals and objectives and managing a portfolio of accounts
University degree plus 3 – 5 yrs. of direct experience in real estate lending
Proven business development and sales management skills
Strong negotiating and problem solving skills in the handling of complex selling situations, credit structuring, pricing of credits, management and collection of problem accounts
Demonstrated skills in writing, financial analysis and risk assessment
Comprehensive knowledge and understanding of real estate lending
Strong personal and interpersonal skills to develop and maintain mutually beneficial relationships with clients
Proven staff motivation ability, as well as strong communication skills

138

Senior Relationship Manager Resume Examples & Samples

Responsible for understanding each client's business, including business models, key operating statistics, high-level technical architectures, key partnerships, and company organizational structure in order to build strategic account plans
Senior Relationship Manager (SRM) will be the primary 'Point-of-Contact' between senior client contacts and Comcast Platform Services for all revenue and related strategic initiatives
Manage sales / book of business: identify new business opportunities with existing clients, and grow the business via new/additional product sales
Internal Comcast Platform Services coordination of client activities among portfolio companies: Visible World, Strata, FreeWheel
Close collaboration with business development and sales teams, as well as client-facing 'Pod' (SRM, Account Management, Client Services) team
Provides support in planning, designing, and implementation of strategic business objectives
Internalizes and represents the voice of the customer throughout the prioritized category lifecycle
Collaborates with cross-functional teams to assist in launching new services, features and enhancements to products and solutions
Related Experience in: sales, account management, media planning or buying, research or strategy role for an MVPD, Local Broadcast, Agency, Programmer, or within an Ad Tech company
25-50% travel may be required
Education Level: Bachelors Degree minimum
Field of Study: Business, Advertising/Media, Marketing, Strategy
Years of Experience: Generally requires minimum of 10 years related experience

139

Senior Relationship Manager Resume Examples & Samples

As part of the Senior Management Team you will have oversight and responsibility for the Share Plans client base and Relationship team
You will need to ensure that we continue to offer and maintain first class relationships with both existing and new clients ensuring awareness of the full service offering
You will also have responsibility for liaising with the Operational delivery team in relation to service delivery and enhancements
Provide support and coaching to the team, overseeing training/develop needs and managing performance
Liaise with external third party stakeholders; Share Plan advisors, HMRC and client appointed suppliers
You will be expected to represent CAS at both external and internal industry events
Ensure high levels of market place, product knowledge and Regulatory awareness
Champion a strong compliance focused culture, maintaining adherence to TCF principles and due diligence procedures
Oversee collation of accurate information for inclusion within relevant MI and monthly board reporting
· Preferred minimum 2 years’ experience within a share plan environment with a strong focus on exceeding and delivering client needs
· Experience of line management responsibility
Excellent communication skills both verbally and written with a high level of attention to detail
The ability to work within a fast paced environment and use own initiative, manage and prioritise work
Able to make recommendations for improvements to processes and services across division

140

Senior Relationship Manager Saskatchewan Automotive Dealer Finance Resume Examples & Samples

Using strong knowledge of the Bank's products and services including credit application, pricing and underwriting
Liaising with Centre partners for compliance monitoring and reporting actions as required
Partner with internal product specialists as required

141

Senior Relationship Manager Resume Examples & Samples

Deep 1B experience
Extensive knowledge and understanding of OMNI
Innovation in financial services experience
Extensive risk management experience
Compliance/Privacy/AML experience
Omni/Digital/Mobile environment experience
Information security experience
Proven people management skills: Strong ability to effectively lead diverse teams through the use of development training, coaching and ongoing performance management
Solid experience and proven record in working closely with senior management, with conceptual and critical thinking
Must possess excellent relationship management skills, along with communication skills – to appropriately convey risks to Senior Leadership　
Ability to develop good business relationships internally and externally and elicit necessary information for research purposes
Strong understanding of existing business processes and risk management strategies is a strong asset
Strong time-management and organizational skills to manage multiple deadlines and priorities within a highly demanding environment

142

Senior Relationship Manager Resume Examples & Samples

5+ years’ experience in relationship management of retirement plans, which directly aligns with the responsibilities of the role
Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
Works with mathematical concepts such as averages and/or variances with the ability to translate those concepts to the financial services industry, stable value products, etc
Ability to evaluate information and the implications of a course of action or solution
Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
Define problems, collect data, establish facts and draw valid conclusions that align with the best interest of our clients and Lincoln’s business objectives
Ability to work with others in a team environment
Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients
Demonstrates strong interpersonal skills with a collaborative style
Finds common ground and can gain collaboration among management, colleagues and peers

143

Senior Relationship Manager Resume Examples & Samples

Responsible for expanding existing accounts within an assigned portfolio for the organization's key or national, large complex customers below the global account level
Generates new demand, revenue, profit margin and retention for First Data with assigned mix of current clients in FI Acquiring vertical
Conducts regular cadence of communication with the client at all levels and disciplines by effectively articulating the First Data value propositions
Often lead multiple initiatives concurrently, potentially in different distribution models, in a manner that will identify and execute to close new sales opportunities following First Data’s sales process methodology
Needs to be a great planner – have a plan, work the plan, re-evaluate the plan on an ongoing basis and revise it as necessary. Leads and develops an account strategy using clients growth plans, budget and project timelines
Insures proactive accountability to the client leading to enhanced client experience and retention. Be able to elevate and bring to closure client issues quickly and effectively with a sense of urgency
Must be able to work in a virtual team setting to coordinate the appropriate resources to meet varying client requirements. This will include product specialists, solution consultants and service sales to generate new business opportunities and greater share of wallet with the client. Collaborates across the organization to ensure client needs are being met

144

Senior Relationship Manager Resume Examples & Samples

Develop strong relationships with client by researching and understanding their business needs, responding to client concerns and problems and acting as the liaison between the client and internal departments
Support the renewal of existing business
Advises client on data quality best practices and address gaps/opportunities
Committed to progressing development towards an Account Executive position
Sales drive and motivation
PC skills

145

Senior Relationship Manager Resume Examples & Samples

Must be an experienced Relationship Manager with Health exposure within financial services
Tertiary qualification in a business related field
Demonstrated understanding of small / medium business needs and expectations and abilities to originate new business
Ability to work autonomously; work with a team with proven analytical, negotiation and problem solving skills
Demonstrated and deep understanding of the Health sector and the business needs and expectations of all modalities

146

Senior Relationship Manager Learning Resume Examples & Samples

Develop, champion and deliver on short and long term learning strategies in support of business unit’s objectives by
Maintaining a solid understanding of the business unit and their annual objectives/strategies
Providing strategic planning and learning support to the business unit’s senior management team to identify and plan learning priorities for the coming year
Ensuring ongoing contact with the business unit’s senior management team to keep abreast of new/changing priorities and identifying any learning solution needs
Working closely with the Senior Manager, CB Learning Programs on all budgeting to ensure return on investment is maximized
Working closely with the Senior Manager, Learning Programs to create and maintain effective and meaningful tracking and measurement for all learning programs/initiatives
Liaising with the Senior Manager, Learning Programs to raise any challenges/needs/concerns that should be discussed with Global Performance & Learning, Learning & Development Relationship Managers, Shared Services and other internal partners to facilitate discussions to ensure effective resolution
Act as a Learning Relationship Manager to business unit(s) by
Recommending training solutions to enable the business unit to effectively maximize business development and growth opportunities for their employees
Monitoring current learning, performance consulting and practice management needs within each business unit to ensure learning solutions continue to meet business unit needs and align with Global Performance & Learning strategies/programs
Maintaining a strong knowledge of external best practices and trends around learning and making recommendations to evolve existing programs and/or develop new ones
Proactively providing business leaders with information/updates on training programs and learning solutions which may be relevant to them either now or in the near future
Ensuring all knowledge associated with learning, development, practice management and performance consulting is up-to-date and lines of communication are open with Manager, colleagues, and partners
Communicating openly, honestly and in a professional manner
Being accountable for new and ongoing vendor management, negotiations, relationships, delivery and sustainment with respect to the programs specifically developed and deployed in this role. This will include working with both Learning & Development and the business line to ensure business objectives are well understood, the right solutions are being presented and will meet the key business objectives, the purchased solutions have line support and funding, and delivery and sustainment measures and metrics are in place and managed
Preparing and presenting regular program reports and updates
Working with Learning & Development Relationship Managers and other internal partners to ensure seamless delivery of bank-wide programs (i.e. iLEAD, me@scotiabank etc.)
Successfully implementing Global Performance and Learning programs (i.e. iLEAD), tools, resources and delivery channels (i.e. me@scotiabank) while ensuring effective two-way communication between business units, HR Relationship Managers, Shared Services and other partners by
Ensuring the business unit’s senior management team is kept abreast of existing/new/changes to corporate policies and programs
Collaborating with the Senior Manager ,Learning Programs to ensure communication strategies, tools and resources meet the needs of the business
Working with the Senior Manager ,Learning Programs to communicate and launch corporate programs and initiatives
Taking the lead with business leaders to ensure effective communication and cascading of information through multiple delivery methods (i.e. presentations, conference calls, etc)
Act as a member of the larger Learning Community by
Providing input and direction on overall learning/training issues and represent the views of the business units and/or L&D HR on these issues
Participating in corporate driven projects and initiatives as required
Actively participating in meetings with L&D HR RMs, Learning & Performance Consulting, Global Performance and Learning, Shared Services and other internal partners/stakeholders
Openly sharing ideas and opinions within the learning community and leverage other resources and programs where possible to maximize efficiency and share successes
Maintain an awareness of emerging trends and best practices in Learning by
Liaising with learning peers, both within and outside of Scotiabank to ensure knowledge remains current
Actively participating in Learning & Development meetings and broader L&D HR meetings
Sharing information with peers within Scotiabank’s learning community, when appropriate
Capitalizing on resources which lend to increased knowledge of trends and best practices in training & development
Provide strong leadership to motivate individual and team performance by
Exhibiting active listening skills
Negotiating and effectively communicating individual and team goals
Sharing knowledge, experience and responsibilities when coaching employees to create a team environment and support increased learning
Motivating and contributing to the development of subordinate/team performance in current job and future opportunities
Recognizing subordinate/team development needs and taking an active role in addressing gaps
Exhibiting self-awareness around one’s own impact on the team and when necessary, adjusting leadership and motivational qualities to maximize subordinate/team performance
Demonstrated skill and experience to identify issues involving learning and performance and how it impacts business strategy and profitability
Strong communication skills to articulate the impact of learning on business plan (both verbally and through written documents / proposals)
Good understanding and up-to-date awareness of strategic and tactical business planning and execution issues/processes
Strong diagnostic skills followed by good ability to evaluate options/alternatives and develop solutions/recommendations for solutions to complex and multi-dimensional problems/issues
Solid negotiation and strategic influencing skills to work with executives through to line management, head office support groups and vendors
Strong project management skills and effective execution skills to ensure successful delivery/implementation of learning initiatives and programs
Strong team focus to work closely with the business lines, LPC team and global learning community
Strong leadership and people management skills to motivate and coach direct report(s) to continually develop and maintain a high performance team (this position has direct reports)
Superior prioritization and time management skills

147

Senior Relationship Manager Resume Examples & Samples

Bachelor's Degree in Business Administration, Finance or related field; Master's Degree preferred
Strong sales/client interfacing and commercial credit knowledge
Demonstrated experience managing large client exposures of greater than $20MM or companies with sales size greater than $150MM
Experience in all aspects of company's capital structure and deep product knowledge in all bank offerings

148

Senior Relationship Manager, Middle Market Resume Examples & Samples

At least 12-15 years of commercial banking experience; Formal credit training strongly preferred
Deep understanding of capital structures and has experience in senior debt structures
Extensive knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structure
Superior knowledge of commercial banking products and services (both credit & non-credit), Santander Banks Credit policy and procedures, and commercial compliance regulations
Excellent sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally
Possesses strong relationships and well recognized in assigned geographic market by the business community
Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non-bank loan alternatives

149

Senior Relationship Manager Resume Examples & Samples

Seven + years of experience in relationship management in Institutional Services or related securities industry sector with significant experience in one or more of the following relationship types; structured financial products, project finance, escrow, various debt instruments, asset servicing, cash management products, investment accounting and performance services, securities lending and other value added services, and regulatory and industry requirements for clients and for the bank
Competent knowledge of client financial statements, industry positioning and opportunity profiling for assigned market segment. Demonstrated ability to articulate a package of products and services in support of client's investment needs and to effectively present the organizational structure, policies and procedures of Union Bank in support of delivering relevant services
Proficient in use of desktop office software products and experience with technology platforms used for delivery of client services, preferably SEI and SunGard processing and accounting systems. Experience in client/bank technology connectivity and industry information delivery platforms desired
Excellent verbal skills with the ability to effectively communicate with team members with varying levels of financial sophistication. Able to work effectively in team environments engaged in business development, service delivery support and product development

150

Senior Relationship Manager Resume Examples & Samples

Developing and maintaining a regular sales call program on customers to ensure effective management, retention, and expansion of each customer relationship. Establishing and maintaining relationships with major small and medium size industrial and commercial companies (prospects) and key business referral sources in the assigned market area
Maintaining a current and thorough knowledge of Roynat Capital’s specialized term lending services, leasing, and subordinated debt to effectively promote tailored presentation packages to meet specific customer needs
Researching, verifying and analyzing credit applications and preparing comprehensive credit applications of large and complex transactions meeting Term Finance and leasing guidelines
Monitoring all assigned accounts to ensure conformity to terms and conditions, as stipulated in credit authorizations with timely financial statement reviews
Applying diligence to collecting overdue accounts as reported on the monthly Late Payment Report. Promptly identifying and resolving deteriorating credit quality and participating as necessary in the resolution of problem loan situations
Maintaining a solid client relationship on assigned client base, keeping an awareness of the affairs of customers, ensuring administration of the accounts is timely (reviews) and a comprehensive database of activities is maintained
A University degree at the undergraduate or graduate level in business or economics or a professional financial designation such as a CPA or CFA
5+ years of related commercial credit or analysis and business development experience in a financial services environment

151

Global Subsidiary Group Senior Relationship Manager Resume Examples & Samples

Minimum 12 years’ experience in handling GSG business in financial industry
Outstanding communication ability in Chinese and English
Strong organization skills to handle a large client portfolio (existing clients and prospects)

152

Senior Relationship Manager Resume Examples & Samples

Owns complete end-to-end Sales cycle. Involves Pre-sales, Consulting and Account Management
Manages implementation of services and ensures 100% utilization of contracted services (project management, credit requests, invoice reviews, monitor usage, etc.)
Create and deliver reports that details service usage, summarize professional services delivered, highlight new platform components and identify next steps for the named accounts
Generates demand for additional products and services within the install base of customers and grows the existing revenue base by at least 25%
Support the sale of professional services engagements

153

Senior Relationship Manager Resume Examples & Samples

Grow and maximize the revenue potential of existing portfolio of corporate customers by cultivating new business opportunities and proactively cross-selling other banking products
Develop the business by acquiring and developing a new portfolio of corporate customers fitting into the target market in Hong Kong, China and other Asian countries
Manage credit risks proactively, by preparing thorough financial analysis, credit proposals / regular credit reviews in accordance with internal guidelines and policies
Connect the team with the overall strategic direction, create value for all stakeholders and ensure execution against set objectives

154

VP Senior Relationship Manager, IBG Resume Examples & Samples

Manage and monitor the existing corporate customers' portfolio by extending banking facilities and providing premium services to small and medium sized enterprises 
Expand customers ’ portfolio by exploring new business opportunities from both existing and new customers 
Attain profit objectives in line with the Bank's lending guidelines and marketing strategies
Strong negotiation and interpersonal skills 
Customer-oriented and self-motivated 
Good command of spoken & written English and Chinese

155

Cred Senior Relationship Manager Resume Examples & Samples

Initiates and develops new business through outside business development activities
Achieves annual growth goals for loans, deposits and fees to ensure the bank meets its overall financial targets and conforms to credit terms
Makes decisions on loans and terms within established lending limits, or refers these issues to next appropriate level of authority
Maintains ongoing contact with client to be kept current on significant changes in financial condition or operations
Provides financial advice and counsel to existing and potential customers within appropriate legal constraints
Requires a Master’s degree or equivalent, and significant experience successfully managing the most complex and valuable customers
6-10 years of relevant commercial lending experience
Advanced knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank’s products
Excellent written and verbal communication and presentation skills
Ability to train and present to small and large audiences or has the interest in learning to train and present

156

Senior Relationship Manager Resume Examples & Samples

Contributing to the development and management of the TCF Portfolio, and to meeting the TCF commercial objectives and actions
Cross marketing of all relevant facets of ING’s activities and products to companies engaged in the origination, primary processing, distribution, logistical handling, and the trading of physical commodities under the objectives of TCF’s business plans
Originating new clients and new deals, deepening of existing client relationships and growing overall revenues of the portfolio
Assisting in the identification, monitoring and assessment of the market developments (political, monetary, commodity market trends) and opportunities
Conducting customer due diligence, and the preparation of credit proposals, including the processing of reviews, modifications and on-going monitoring and assessment of the credit worthiness and risks involved
Coordinating the entire credit proposal process with all the relevant parties, to ensure that the proposals are submitted to the approving authorities, with the follow ups thereafter
Working with the TCF Transaction Management Office (“TMO”), LRM and other relevant departments to complete the credit and legal documentation
Assessing the daily transactions to ensure that they fit within the approved facility structure for the respective customers after the initial screening and preparation by TMO
Reviewing the quality of the collateral together with TMO and LRM whenever necessary, including also the physical inspection of warehouses if goods stored are financed by ING
Assisting as a secondary RSM in a part of the portfolio of other RSMs
At least 12 years of experience in finance, credit and marketing with a strong level of trade finance product knowledge; and commodity banking experience is preferred
Strong financial and analytical skills
Must possess a ‘hands-on’, ‘can do’ mentality; with a high level of self-motivation and professional pride
Good communication and interpersonal skills, strong team player, and management experience would be an advantage
Fluent in English, both verbal and written; knowledge of additional languages would be an added value
Standard computer skills, focused on Excel and ING applications

157

Dealer Commercial Services Senior Relationship Manager Resume Examples & Samples

Service dealer customers seeking commercial loans and or deposit relationships with the Bank, interviewing applicants to develop information concerning their businesses and requirements, evaluating credit information and making relationship recommendations
Participate and assess the effectiveness of formal call program(s) targeting new loan and deposit business
Analyze each applicant s financial condition, cash flow, and credit history in order to make appropriate loan recommendations within lending guidelines
Work 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
Follow current loans to ensure conformity with terms; maintains current and complete credit file. Has credit authority within established limit
Responsible for assisting Sales Managers and Credit Manager with the renewal of credits
Monitor customer deposit accounts. Monitor Floor Plan audits and Floor Plan statements to ensure compliance
Understand product pricing and cost structure, as well as understand and manage product risk
Provide guidance and technical knowledge to less experiences dealer commercial services relationship managers
Bachelor’s Degree and minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience to include a minimum of 7 years Dealer Commercial Services and/or Commercial Lending experience
Must possess strong credit analysis and commercial lending skills
Thorough knowledge of bank/PC software programs utilized by the department
Excellent presentation skills. Strong negotiation skills
Superior organizational, written and verbal communication, and presentation skills
Strong ability to handle conflict without alienating people

158

Senior Relationship Manager Wealth Management Resume Examples & Samples

A strong background with a good understanding of the global custody industry
Direct experience in interacting with demanding clients or prospects and meeting their needs
Focused client relationships
Adaptable/flexible

159

Senior Relationship Manager Resume Examples & Samples

Manages existing business base. Leverages relationships with existing accounts to grow and retain business to meet or exceed sales goals
Leverages client feedback to generate integrated client solutions and product enhancements to enhance revenue
Maintains awareness of market and industry trends, reviews all available collateral and develops an understanding of their competitive situation
3-5 years of sales and marketing experience and broad industry knowledge
Ideally experience in a sales or a client facing role (inside sales, prospecting, sales support, customer support)
Goal and action orientated, with ability to work towards revenue targets within a business development environment
Experience working at in Investment Bank or Private Equity firm, also ideal
Experience using S&P Global GMI proprietary tools (S&P Capital IQ, Ratings Direct, ClariFI, and Xpressfeed) preferred
Familiarity with S&P GMI’s pricing calculators is an asset

160

Senior Relationship Manager Resume Examples & Samples

To perform credit application with risk analysis and monitoring, to supervise credit process, to procure quality credit proposals & presentations
To coordinate all negotiations of banking documents between the clients and related internal parties
To assist Team Head in annual budgeting, Risk Policies recommendation & implementation as well as other management objectives of the bank
To coach Credit Analysts and Facility Assistants in relationship management, client servicing & credit and documentation issues

161

Senior Relationship Manager Resume Examples & Samples

Responsible for a book of business, leverages relationships with existing accounts to grow and retain business to meet or exceed sales goals
Focuses on retaining business by ensuring a high level of client satisfaction
Communicates with clients regarding significant issues and directs their resolution
At least 5+ years plus direct experience working in the financial industry in a client facing or analytical role (investment banking, equity research, commercial lending, money management, credit analysis or financial consulting preferred) or information services industry (same industry as S&P Global Market Intelligence)
Fluent in English. Additional European languages highly beneficial
MBA, CFA or CMA candidates are welcome
Understanding of clients within the Corporate space (Treasury, M&A, Investor Relations etc)

162

Real Estate Senior Relationship Manager Resume Examples & Samples

Heavy calling on clients/prospects/referral sources of 250+ calls per year is expected
Initially, the officer will be heavily focused on new business development
Utilizes needs-based relationship sales skills to cross-sell clients regarding Bank products and services
Expected to manage a CRE loan portfolio, and will serve as the relationship manager between the customer and other areas of the Bank in resolving customer problems and meeting the customer's needs
Performance expectations for this position include generating sufficient new net interest margin and qualifying fee income in amount greater than 2x their annual salary
Employs sound lending practices, methods, and relationship building skills in managing loan and depository customers
Actively participates in call program to develop and maintain customer relationships
Participates in job specific and other required bank training programs
Complies with banking laws and regulations and the bank's policies and procedures
Bachelor’s degree (or equivalent)
10 years Business/Commercial Real Estate Lending experience
5 years Financial Sales experience
Credit Analysis Skills must have the ability to critically review, analyze and structure commercial loans
Strong written, verbal, presentation and computer proficiency skills
Strong marketing, analytical and overall communication skills
Time management, organizational, and task management skills

163

Icg-senior Relationship Manager Resume Examples & Samples

A recognized university degree with at least 7 years of Corporate Banking or Corporate Finance experience
Banking, Accounting & Finance degree and CFA will be an added advantage
Strong knowledge of CTS/treasury/capital market products
Candidates with working experience in managing customer relationships will have an added advantage
Must be a self-starter with drive and initiative and eagerness to learn
Excellent team skills and the ability to work effectively with all levels

164

Senior Relationship Manager Resume Examples & Samples

Experience in the sector
Sound understanding of the corporate banking business and its related products, pertinent regulations affecting it and the lending and credit approval process
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products

165

Senior Relationship Manager Resume Examples & Samples

Originate new sales in an assigned territory to meet assigned sales quota and revenue targets for Pricing & Analytics solutions
Use appropriate techniques to build and manage a pipeline of new business targets and progress complex sales cycles
Develop relevant client and industry relationships to elevate awareness and position of Pricing & Analytics and ICE Data Services to drive business growth
Work collaboratively with the wider Pricing & Analytics organization to maximize existing customer footprint and retention and optimize growth opportunities
Contribute to the EMEA growth strategy through pro-active knowledge of assigned territory, including market themes, competitive landscape etc
Manage forecasts and lead/campaign execution with rigor and accuracy

166

Senior Relationship Manager Resume Examples & Samples

Sound understanding of financial markets and lending products and how these can be structured and applied
Able to provide technical advice and guidance to clients and internal stakeholders on lending products and deal structuring (capital call/subscription financing for infrastructure, real estate and private equity funds)
Good people skill - especially ability to relate to senior management within client organization
Advanced selling skills and willing to work the details personally

167

Senior Relationship Manager Resume Examples & Samples

Create, build, and manage various email marketing campaigns across all lines of business
Measure results, analyze, and optimize email marketing programs
Monitor templates across multiple email clients and devices to assure templates are always responsive
A/B test and share findings with key stakeholders
Monitor deliverability and automated data cleansing to maintain healthy database
Measure results and optimize the lead nurturing workflows for these segments to convert leads into customers
Ensure all email campaigns comply with current email best practice in the industry
Remain on the cutting edge of CAN-SPAM requirements and be ready to consult with internal clients regarding their importance
Interpret data/reporting and use analysis to apply changes that increase efficiency of programs
Maintain and monitor nurture programs -- optimizing all aspects for best results
Work independently with critical thinking to troubleshoot/fix automated campaign

168

Senior Relationship Manager Resume Examples & Samples

Manage one or more internal Investment Solutions business relationships as we also interface with WiMR, National Sales and Consulting Group on a regular basis to understand key initiates, procedures and best practices to help optimize the distinct business’ goals by leveraging external partner resources
Educate partner firms’ internal and external sales teams on MSWM businesses (products) and Financial Advisor desk top and sales resources
Construct notifications to partners, collecting information, developing ideas, including partner involvement and participation in MSWM driven educational forums
Provide and enforce sales and marketing polices and procedures
5+ years of Wealth Management and or Asset Management experience

169

Senior Relationship Manager Resume Examples & Samples

Customer acquisition, activation, x-sell, revenue and returns maximization,
Provide active feedback on emerging product needs of customers, competitive practices, and ideas on process/product improvement,
Maintain high reputation of the bank. Act as per the AML and KYC policies,
Initiate and participate in micro-marketing activities to support customer retention and acquisition,
Understand the needs of the customers and advise on product solutions,
Propose suitable product solutions including financing for the customer, negotiate pricing and conditions,
Deliver timely Annual Review packages for current credit customers,
Fulfil the EW function through calling as per the calling grid, gathering of EW signals. Act as first line of defense
Compliance with the employees' conduct rules as described in the Employer's policies and procedures and applicable laws, regulations and guidance issued by the competent authorities
Other responsibilities as assigned by the supervisor
University/College degree
Minimum 6 years banking experience
Minimum 4 years of direct exposure to the corporate customers of the bank and credit as well as market risk
Must have excellent interpersonal skills, negotiation skills and good presentation skills, verbal and written communication skills in English. Good strategic planning, analytical thinking with integration skills is also required. Should have excellent selling skills and be highly creative, initiative, flexible. Has to have ability to pay attention to details, set priorities and work under pressure
Ability to define work in terms of results, and pursues success with energy and drive in order to create a reputation for success and quality performance
Excellent knowledge of loan products, FX and cash management
Familiar with market risk policies, core credit policies, legal policies and anti- money laundering in order to enable correct positioning of Citibank capabilities among the existing and prospect clients
Excellent knowledge of market, customers, competition, along with very good at collecting market information about the companies and their standing and developments to further insure adequate early warning signs

170

Senior Relationship Manager Resume Examples & Samples

Work closely with all of BlackRock on strategic business development initiatives to exceed business goals. These might include, for example, developing new transformational partnerships with clients, negotiating economic arrangements, driving new platform launches, accelerating share/net new revenue growth
Manage daily functioning of the overall relationship with assigned accounts including
Highly commercial individual, with proven strategic business development and deal negotiating skills
Superior problem solving and analytical skills; a creative thought leader
Exceptional written and oral communications
Demonstrated line managerial talent; able to motivate teams and inspire followership among directs
Collegial team player able to form strong relationships within team and across groups at BlackRock
Deep knowledge of asset and wealth management
Highly energetic, flexible, and motivated, with a commitment to excellence
Demonstrated client relationship skills and a strong ambassador for BlackRock with clients
Ability to partner with and influence most senior leadership within BlackRock USWA and at clients

171

Senior Relationship Manager Resume Examples & Samples

Establish, maintain and strengthen a relationship with a key Bank client (Agrium-CPS), provide excellent customer service meeting or exceeding Bank standards, maintain and increase the profitability of CPS Financial, and contribute to the overall health of the broader Agrium-CPS relationship
Conduct ongoing Analysis and Financial Management of the Agency Agreement with our Agent
Provide oversight and coaching to direct report in executing their accountabilities and goals, determining priorities, completing daily task and adhering to Bank policies
Providing strong leadership to overall IBF and BNS Ag Bank, and demonstrate a high level of commitment to team performance and goals
Excellent relationship management and negotiating skills
Possess strong knowledge of credit and financial analysis, the risk management process and industry lending practices
Demonstrated ability to deal with and adapt positively to change within the organization

172

Middle Market Senior Relationship Manager Resume Examples & Samples

Normally requires 7-10 years commercial banking experience
Strong sales skills
Understanding of credit underwriting, structuring skills and banking/capital markets products
Good interpersonal and negotiating skills (both internal and external)

173

Senior Relationship Manager Resume Examples & Samples

Act as primary point of contact and represent Schwab with an assigned set of vendors, owning responsibility for relationship outcomes
Assess incoming vendor inquiries and monitor vendor landscape for potential outcomes and manage an ongoing vendor funnel to prioritize engagement opportunities
Progress opportunities by leading vendors through our due diligence and contract negotiation processes and into desired Schwab programs and/or relationship models
Define and own strategic goals for vendors and work creatively to influence relationships toward these goals
Ensure awareness and alignment with vendors between respective leadership teams, sales & relationship management organizations, support teams, operations, and technical teams
Create ongoing transparency around the relationships by regularly communicating to internal constituents on vendor status, areas of focus, risks, and opportunities
Hold internal and external teams accountable to project and engagement commitments with a goal of ensuring a positive experience for shared customers
Develop, execute, and lead proactive engagement opportunities to deepen relationships via ongoing interactions, recurring team calls, and planned face to face business meetings with vendors
Create and/or improve upon existing practices and processes within the Relationship Management team
Build awareness of relationship value via participation in the creation of marketing promotions, press releases, and industry events presence
Support Schwab business by serving as 3rd party vendor SME (subject matter expert) and competitive intelligence resource

174

Senior Relationship Manager Resume Examples & Samples

Directs the management of all account relationships within an assigned portfolio, through both written and verbal communication channels
Manages assigned portfolio including regular status reporting and ongoing maintenance of the portfolio database system used to measure performance and/or results
Monitors and analyzes financial consequences of chosen methods and works with clients to minimize their costs in this area
Identifies improvements to existing systems/products and opportunities for new products and services
Sells value-added products or services to existing accounts
Works with internal departments to ensure a high level of support for the client, including resolving software, hardware, contractual, and policy problems
Identifies and implements processes to reduce companies operating expense

175

Senior Relationship Manager Resume Examples & Samples

Interfaces with clients to maintain the highest level of international banking services to build revenue flows from existing and potential clients
Engages in a structured call program to generate incremental business from existing clients
Manages deal execution process from “greenlight” to booking/funding
Liaises with product specialists to ensure seamless delivery of product offerings to clients and effective problem resolution
Works with product specialists to develop/create/customize client specific solutions
Involvement in budgeting process and continuous monitoring of client revenue and pipeline data
Updates client information in ICG Toolbox, including account plans, call reports and deal pipeline. Completion of reports/templates to senior management
Manage the career development and performance of team members
Postgraduate qualifications such as MBA, Master’s Degree in Finance, CFA Charter holder will be an asset
5-7 years’ experience in managing large institutional relationships
Sound knowledge of the Domestic Capital Markets in Trinidad & Tobago
Led the transaction execution process for issuances in the local market
Registration with the Securities & Exchange Commission of Trinidad & Tobago as an Underwriter is Preferred
Solid understanding of credit analysis with a demonstrated track record of presenting and recommending transactions for approval
High level of computer literacy
Full knowledge of Microsoft products
Leadership/Influence/Negotiation
Management Skills
Problem Solving & Decision Making
Corporate Citizenship
Teamwork/Interpersonal Skills
Initiative/Creativity

176

Senior Relationship Manager Resume Examples & Samples

Establish business development activities to capture and grow a new portfolio of large Chinese corporate customer in Indonesia, working closely with CBO Singapore, WCM and OCBC China
Bilingual and bi-cultural candidates with familiarity of the Chinese and/or Indonesian markets will be an advantage
To conduct due diligence / prepare credit proposals for new borrowing customers and post approval reviews
Cross sell the Bank’s full range of financial products and services which include trade finance, cash management, treasury services, capital market and corporate finance products
To generate incremental revenue and be responsible for enhancing clients’ relationships and servicing of clients’ day-to-day needs resulting in excellent after sales customer service and support and an increase in our share of the wallet of the clients’ businesses

177

Senior Relationship Manager Resume Examples & Samples

Develop account plans and pursue agreed goals focusing on total revenue, calling and deals
Originate one-offs, pursue RFPs and deliver appropriate solutions across all products
Demonstrate understanding of clients’ business and financial objectives and partner with and support other team members
Work closely with Snr RMs. Involve other stakeholders in execution as required
Ensure top quality customer service, understanding of clients business and product knowledge across all ICG products
Work closely with other business units to assure a high level of interaction and cooperation among product, sales and relationship management teams
Demonstrate commitment to supporting and leveraging Citi’s global network
Responsible for the credit portfolio of the respective clients
Ensure timely renewal of KYCs for all clients under respective portfolio
Ensure timely renewal of EUDD and CA (for locally approved names), Call Report and completion of other credit related works

178

Senior Relationship Manager Resume Examples & Samples

5 + years of financial services investment/relationship management and wealth management experience
Business development experience with the ability to partner with and influence RIAs and Schwab consultants
A passion for serving the community and making a difference
Financial services acumen and the desire to work in a non-profit sector, such as, Schwab Charitable’s Donor Advised Fund
Strong verbal and written communication skills and experience presenting to small and large groups
Strong business acumen, judgment and discipline
Leadership and influencing skills with the ability to build rapport and work collaboratively with all levels of management and among many work styles
Ability to travel up to 50% for internal and client facing commitments
College degree, graduate education
Experience writing complex proposals
Industry designation such as CFP®, CWS® or CAP®
Schwab experience
Financial services and wealth management experience particularly in charitable giving and/or tax and estate planning
High level of experience in working with CRM tools; Salesforce to document and track sales performance

179

Senior Relationship Manager, Private Credit Resume Examples & Samples

Proactively prospect and develop new client relationships, particularly with Private Credit / Alternatives subject matter experts at institutional and retail clients
Execute on end-to-end sales processes to develop new client relationships into funded mandates
Provide co-coverage of certain accounts with ICB RMs and/or enable them to provide effective alternatives coverage without BAS involvement on other accounts, by developing strong relationships with RMs and Retail leadership and educating those parties on BlackRock’s Private Credit offerings
Lead prospective and existing client meetings, and serve as spokesperson for BlackRock products across the Private Credit platform
Engage with investment, sales, leadership, and marketing teams to identify cross-selling and new product opportunities
Launch product campaigns around thematic priorities to scale sales reach and improve effectiveness
Contribute to developing and implementing the Private Credit client strategy
Work with the Global Consultant Relationship team to deepen field consultant relationships and create greater consultant understanding of BlackRock’s Private Credit products
Identify and develop thought leadership opportunities for BlackRock Alternative Investors (BAI) and Private Credit businesses
Experience in institutional fundraising with deep relationships across the range of institutional investor clients. Strong retail platform experience and relationships a plus
Extensive experience in and knowledge of the asset management industry (10 years+ preferred), specifically a deep knowledge of the different credit strategies
Ability to clearly articulate our various funds and investment strategies
Understanding of key drivers of success and a working knowledge of our competitors
Ability to effectively execute on decisions in a fast-paced environment
Ability to act as point person for private credit activity within BlackRock’s institutional business
Ability to demonstrate clear insight into key issues in the global markets affecting institutional investors from both an investment, client service and regulatory perspective
Strong intellectual ability and interpersonal skills to establish credibility with the senior leaders of the Firm

180

Senior Relationship Manager Resume Examples & Samples

5-10+ years Banking/Accounting/Finance experience required with emphasis on technology lending
Understand and follow BSA/AML/OFAC policy and procedures as applicable to job function and promptly report suspicious activity when identified
Proficient in Microsoft Office with particular skills in Excel, ITI, One Point, etc
Ability to make daily credit decisions
Previous relationship management and business development/sales skilss are required

181

Senior Relationship Manager Resume Examples & Samples

Achieves company goals regarding new business development, client retention upsell and cross-sell opportunities
Consistent with the Company’s overall strategic and tactical goals, participates in the development and directs the formulation and execution of sales plans, approaches, and objectives for designated industry/market, including strategies for existing and new customers
Builds, maintains, and enhances strong, positive, effective professional relationships with manufacturers, vendors, end-users, etc. in the industry. Attends trade shows and meetings, conducts field visits, produces sales proposals, makes telephone calls, and performs other customer related activities
Represents the Company with integrity in all business dealings, while providing excellent service to customers
Builds, maintains, and enhances strong, positive, effective internal professional relationships. Works with Management to ensure effective, consistent, and timely communication, knowledge transfer, reporting, sharing of market and individual business intelligence, contacts, etc. Educates own team and other staff on the industry, channel businesses and needs, industry best practices, deal requirements, data for decision making, etc
Recommends process improvements and helps drive them down through the department. Supports and helps implement organizational initiatives
Keeps up-to-date on industry, market trends, key channels and customers, Company services, offerings, programs, policies, etc
Maintains the continuity of the relationship between the customer and the company including annual monitoring and analysis
10+ years’ experience in the banking or financial services industries with a demonstrated track record of success in sales and account management
Proven experience in educating own organization about the industry on a strategic and tactical level to facilitate success in achieving business goals
Track record of success in establishing industry presence, expanding market share, developing and sustaining effective professional relationships, understanding the market and the players in it, and driving business in that market
Demonstrated history of obtaining new business and retaining current customer base while balancing customer needs and Company requirements
Excellent networking, research, prospecting, negotiation, closing, interpersonal, problem solving, presentation, written and verbal communications, and business skills
Able to demonstrate commanding knowledge of target customers, existing competitors in the marketplace, and industry trends that may impact a buying decision
Track record of maintaining professional demeanor and diplomacy, adapting well to change, meeting deadlines, and functioning well under pressure
Possesses an impeccable reputation and exhibits sound judgment. Able to understand the business implications of decisions
Proven history of being a results-oriented self-starter who also is a good team player
Able to travel for business reasons as appropriate. Up to 50% travel required
Proficient in Salesforce.com plus MS Office applications, including Word, PowerPoint, and Excel

182

Unlicensed Senior Relationship Manager Trainee Resume Examples & Samples

Conduct outbound and inbound client engagement activities, adhering to call monitoring policies
Comply with all applicable banking and investment laws, regulations, company policies and procedures in order to serve the client’s best interest and enhance client satisfaction
Schedule: Monday - Friday opening to closing and 2 Saturdays per month
Undergraduate College Degree preferred

183

Unlicensed Senior Relationship Manager Trainee Region Resume Examples & Samples

Experience in investments training and prior knowledge of investments industry, products and services
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs

184

Unlicensed Senior Relationship Manager Resume Examples & Samples

Ensure the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g. customer’s banking, small business, mortgage and investment needs) in adherence with policies and procedures
Respond to customer inquiries and concerns and creating customized solutions
Monitor and track daily/weekly sales activities
Proactively manage risk in every business, product, and service transaction leveraging available tools
Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others

185

Senior Relationship Manager Resume Examples & Samples

Undergraduate degree required: MBA desirable
At least 10 – 20 years of broad based commercial lending/corporate finance/relationship management experience
Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50 million

186

Senior Relationship Manager Resume Examples & Samples

Work with customers and small business clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
Prior sales experience in a salary plus incentive environment with individual sales goals where goals were routinely met or exceeded (financial industry preferred)
Must be willing to work within 25 miles of this financial center/location to be considered for this opportunity

187

Senior Relationship Manager Dealer Financial Services Resume Examples & Samples

BS/BA degree
Must have sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc.) or Sales Experience within the Dealer Captive Market again focusing on the commercial market
Ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity

188

Senior Relationship Manager Resume Examples & Samples

Engages in regular portfolio planning to determine areas of focus & project accurate full year forecasts Ensuring all performance standards are met viz. business targets, controls and compliance
Expansion of internal and external relationships, and drive sales results with the help of a team of Business development executives
Minimum 2 Years of team leading/field sales experience in financial services domain
Candidates with more than 24 months of experience in B2C, IT sales, Ecommerce, Travel, Lifestyle, can also apply

189

Senior Relationship Manager Resume Examples & Samples

Makes calls independently and invites less experienced Relationship Managers to join as a development opportunity
Contributes to the coaching, training, development and team leadership of less experienced Relationship Managers
Makes or assists in sales calls, gathers financial and general business information and explains products and services offered

190

Senior Relationship Manager Resume Examples & Samples

Serve as trusted advisor to CEOs and CFOs as a result of providing creative financial solutions and superior execution. Gain client confidence and trust to achieve first right of refusal on clients’ business opportunities
Expertly structure deals to balance risk and reward with early stage, VC-backed, growth companies in the Technology sector as well as with later-stage, more mature, mid-cap companies
Closely monitor clients to both identify business opportunities and anticipate potential risks. Proactively take action on possible risk issues and concerns
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
Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices
Demonstrate strong and visible leadership and foster positive attitudes and trust among clients, prospects, and employees
Maintain frequent interaction with centers of influence (both external and internal), industry associations, community leaders, and senior business contacts
This position requires moderate to extensive travel across the country, depending on the portfolio mix
Minimum of 8-10 years of relationship management experience with clients in the TMT space both on the lower end of the target market (Early Stage) and the upper end (Mid-Corporate). Minimum overall banking experience of 15 years
Proven track record of originating and closing lead bank lending (syndication) and investment banking transactions
Extensive experience workings as sole bank or lead arranger to pitch, negotiate, and execute transactions that raise capital
Must have in-depth knowledge of banking products and services typically utilized by Early Stage and Mid Corporate clients in the TMT space
Self-starter, able to work independently and used to work in an entrepreneurial environment that facilitates build out of a world class TMT banking platform
Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals
Possess superior business development focus and demonstrate innovative financial solutions and structures to client situations
Able to demonstrate sound credit judgment during transaction structuring and present compelling proposals to credit officers and secure buy-in. Expert knowledge of credit products and process. Formal credit training required
Possess superior communication, persuasion, and influence skills that facilitate successful client pitches and proposals

191

Indirect Lending Auto-senior Relationship Manager Resume Examples & Samples

5-7 yrs of Auto industry related sales experience required. This position will be located in Northern Indiana. Candidate will work remotely from home
Basic proficiency with Microsoft Outlook, Word and Excel
Must be comfortable using specialized platform software (i.e. Salesforce, DealerTrack, RouteOne, etc.)

192

Senior Relationship Manager IBG Resume Examples & Samples

Build a diversified portfolio offering revenues from asset, trade, cash, treasury, fees, liabilities, etc
Maintain nil delinquency in the accounts sourced
Cross sell of trade, cash management and foreign exchange related facilities
Build a diversified portfolio and reduce concentration risk in the portfolio
Help the branch in building liabilities book through these new to bank relationships
Implement & execute IBG 3+ business strategy to increase market share & to achieve targets consistent with IBG3+ revenue, ROE & Cost / Income ratio targets
Track developments in the respective markets and provide feedback to the Branch Manager and the central team
Source New to Bank customers and build the IBG 3+ by selling asset, trade, cash management and forex etc. to the customers
On board clients with a clear account plan highlighting the revenue potential , risks and mitigants
Thorough monitoring of accounts sourced
Adherence to strict KYC/AML requirements

193

Senior Relationship Manager Commercial Real Estate Resume Examples & Samples

Required Skills: “Must” have these skills to be minimally qualified
Minimum 10+ years’ experience in commercial real estate project lending and Institutional Financing
Candidate will have demonstrated sales, marketing, and leadership skills, including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff and other associates
Candidate will possess credit underwriting skills, presentation and negotiation skills, an understanding of financial accounting and commercial loan underwriting, as well as the relationship between credit risk, structure, and pricing desired
Familiarity with interest rate management products, deposit, cash management, and other fee-based products would be helpful
Must have excellent verbal and written skills as well as interpersonal and organizational skills
Bachelor of Business Administration or equivalent degree in Business (Finance, Accounting, Economics, or Real Estate) is preferred

194

Senior Relationship Manager Resume Examples & Samples

Strong sales skills with a proven track record of performance
Strong credit skills with a thorough understanding of credit underwriting and structuring
Strong local ties throughout Technology community

195

Senior Relationship Manager Core Resume Examples & Samples

1-Responsible for providing relationship management and overseeing 40-60 mid size plans, generally in the $10MM - $25MM range
2-Responsible for client retention and growing our existing plans
3-Responsible for sole relationship with client, education strategies, plan review, asset diversification
5-Works as mentor to team members and helps management with new and ongoing projects
4-7 years financial services experience preferred

196

Senior Relationship Manager, Not for Profit Resume Examples & Samples

Formulates strategy to support division's annual goals. Develops the marketing strategy for specific clients. Modifies plans and strategies for changes or insight into overall banking climate or specific industry characteristics
Counsels client on emerging issues, bank products/services, legal/regulatory changes, and general environment, translating the impact on client's activities and banking services
Manages complex commercial banking credit client relationships and identifies opportunities external to banking
Maintains and develops client relationships exploring opportunities to provide additional credit or non-credit services
Identifies product/service opportunities for other business units and participates in development of new solutions to client needs, coordinates presentations, and brings in experts when appropriate
Acts as key consultant to client's senior management, evaluation and implementation of financing strategies or structures and treasury management practices through creative ideas and problem solving
Keeps abreast of current developments and market trends to better identify and service clients
Responsible for structuring and negotiating complex loan agreements according to guidelines established by senior bank and business unit management
Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, etc. according to guidelines set by the Credit Policy Committee. Prepares documentation necessary for the financing agreement
Identifies prospects and evaluates clients to ensure they are compatible with the bank's marketing strategy. Initiates contact and documents for the purpose of retaining, developing, and fostering profitable business relationships
Prepares proposals to address client needs and makes sales presentations

197

Middle Market Senior Relationship Manager Resume Examples & Samples

Proven track record of prospecting new business and enhancing existing relationships in the Frisco, TX market
This role requires 10+ years experience in Commercial Lending
Highly desirable to have active networking contacts and Centers of Influence established in the Frisco, TX area

198

CB Senior Relationship Manager Resume Examples & Samples

Minimum 10 years in banking and solid client relationship management with proven track records
Good knowledge and working experience to access Citi’s banking service capacity in global networks and in local markets
Good inter-personal skills and a team player
Able to work under pressure

199

Senior Relationship Manager Resume Examples & Samples

Compiles and analyzes market research data to develop recommendations regarding products and services focused on needs of target market
Engages in business development activities and solicitation of new business based on the target market
Calls and visits target customers to promote and sell Bank products and services to establish a new book of business
Develops and maintains customer data base including calls and results on all new business relationships. Makes reports to superiors as required
Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information
Performs basic pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends
Gathers all information necessary to present a financing request to senior management or Loan Committee for approval; meets with new/potential customers; visiting sites of loans; negotiates loan terms and conditions; refers and recommends acceptance to the Chief Credit Officer or Loan Committee
Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within the Relationship Manager’s portfolio
Maintains a superior knowledge of financial industry status and trends
Recommends to senior management those products and services experiencing less than satisfactory performance
Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena
Bachelor’s degree from a four-year college or university (Business, Finance or Economics preferred) and five (5) or more years of related experience and/or training; or a combination of experience and education

200

SVP, Senior Relationship Manager Resume Examples & Samples

Provide strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects
Through extensive involvement, lead local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace
Oversee and ensure safe and sound underwriting/credit practices and overall leadership of a sound lending activity
Should have a minimum of 10 years business/commercial banking experience, preferably within roles of increasing responsibility
Must be results oriented and move fast to meet customer needs

201

Senior Relationship Manager Resume Examples & Samples

Bachelor’s Degree or equivalent plus 7 - 10 years of experience in relationship management in Institutional Services trust/custody or related securities industry sector with significant experience in one or more of the following relationship types: asset servicing, cash management products, and other value added services, and regulatory and industry requirements for clients and for the bank
Proficient in use of desktop office software products
Bilingual fluency in Japanese/English desirable

202

Senior Relationship Manager Resume Examples & Samples

1-3 years in financial services with an emphasis on customer service
Series 65 and/or Series 66 and state registrations must be obtained within 3 months of hire
Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients
Exceptional client service phone skills
Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment
PC/Windows skills

203

Senior Relationship Manager Resume Examples & Samples

Develops client relationship and understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs
Acts as single point of client contact to coordinate resolution of service incidents and escalation of technical issues
Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business
Uses expertise in area of specialization to resolve a wide range of issues in creative ways
Networks with senior internal and external personnel in own are of expertise

204

Senior Relationship Manager Resume Examples & Samples

Developing and acting upon qualified prospects / leads to maximize business development opportunities for sustainable growth
Pursues a business development program within the assigned portfolio of Dealers according to agreed upon growth objectives by
Direct selling of credit and non-credit commercial products
Builds and maintains a market profile in the assigned market area with both internal and external contacts by
Participating in related external events and associations to develop and expand network of contacts
Ensures all aspects of assigned relationships receive ongoing attention, to achieve customer satisfaction as required to maintain, improve, grow and retain the relationship by
Using strong knowledge of the Bank’s products and services including credit application, pricing and underwriting
Liaising with Centre partners for fulfilment (including annual credit review process, documentation, security registration) and service activities
Developing recommendations on customer proposals within standard Bank policies and forwarding as per established processes for adjudication
Ensuring all documentation is properly prepared and executed
Safeguards the Bank’s assets and liabilities by maintaining the quality of assigned portfolio by
Maintaining adherence to the Bank’s KYC policies and guidelines, the Anti-Money Laundering program and Guidelines for Business Conduct, by following and reporting any unusual occurrences or fraudulent activities

205

Senior Relationship Manager Resume Examples & Samples

Bachelor's degree
10 years of credit experience
Minimum 8 years of experience as a Relationship Manager

206

Senior Relationship Manager Resume Examples & Samples

Proven relationship management background
Knowledge of ANZ products & services
Excellent existing relationships with targeted clients
Analytical, negotiation and problem solving skills
Command over written and spoken English and Thai

207

Citi Country Officer Senior Relationship Manager Resume Examples & Samples

Develops and executes learning and development strategy including: design and development of Citi Country Officer (CCO) curriculum which includes the assessment and reengineering of existing programs, analysis of gaps and development of a platform that will provide training and development opportunities throughout various career stages and levels
Works with the business leadership team (Head of IFM, Regional CEOs and their delegates) to ensure learning solutions and programs support business drivers and targets
Serves as both “architect” and “curator” to ensure that CCOs have access to appropriate content, whether already existing within Citi or created elsewhere
Implements training projects employing blended instructional technology and solutions; including traditional classroom, web-based, and other forms of learning
Creates sound maintenance plans to keep programs current with changing business needs, e-learning technology and business strategy
Collaborates with Human Resource Advisors, Compensation, Staffing & Recruiting, Talent Planning and Diversity
Utilizes sound performance diagnostic techniques and consultative skills to drive interventions to improve organizational (not simply individual) performance
Identifies strategies and solutions that are directly linked to organizational and business goals by establishing and maintaining partnerships with key business leaders, SMEs, and vendors to identify and drive performance improvement change
Owns and manages all training related budget and allocation process for assigned business
Bachelor’s Degree in Organizational Development or related field (Masters preferred)
10+ years experience in Human Resources within the financial services industry

208

Senior Relationship Manager Resume Examples & Samples

Proactively striving to build “partnership” style relationships focusing on integration at all levels
Interact with various individuals at the Client to solve problems, build strong partnerships, and uncover new opportunities
Maintain relationships with senior contacts across an organization / Promote finance process best practices across the customers’ portfolio
Act as change “accelerator” in the relationship with customers. Drives monthly meetings with the customers for which the job holder is in charge with
Optimise the KPI Dashboard by bringing continuous improvements / Maintain the SLA’s up to date for existing customers and initiate and follow-up on sign off of SLA’s for new BASS customers
Roll-out the customer satisfaction surveys and built actions plans as per customer feedback
Follow-up and report to Top Team the Audit Points (external/internal), ensure accurate and timely resolution of agreed actions
Foster Customer loyalty through standard client interaction meetings and proactive retention initiatives including corporate communications, quarterly partnership meetings, etc
Actively participate in all assigned portfolio meetings / Demonstrate the ability to escalate potential issues as appropriate
Review Issue Log for each Partner and work directly with team members to ensure all follow-up and action items are documented and completed within the specified time frame
Provide thoughts and feedback relative to operational procedures, including making recommendations for increased efficiency within the current process
Mentor colleagues and team members with respect to customer interaction, communication tactics and positioning strategies
Qualified professional with significant post-qualifying experience in the industry, University education with ideally a recognized financial qualification (ACCA/CIMA or other)
Strong knowledge of the financial management industry with at least 6 years of relevant experience
Excellent communication and proven client relationship management skills
Strong organizational skills & interpersonal skills are essential, retention and business development skills
Strong analytical skills and problem solving capabilities, to identify significant process risks and efficient and effective key controls
Capable of working with minimal supervision, but also in a team setting and in a matrix structure
Ability to understand and challenge different points of view; influence and modify strong opinions; switch to alternative strategies when necessary; adjust to changing work priorities
A firm understanding of internal policies and procedures and the local regulatory requirements

209

Senior Relationship Manager Resume Examples & Samples

Works closely with Sales Account Manager and oversees day-to-day relationship with client
Ensures that schedules and budgets are met according to contractual agreements
A seasoned, experienced professional with a full understanding of area of specialization that is able to resolve a wide range of issues in creative ways
Exhibits a complete knowledge of company products and services
Responsible for selling the company's products or services while developing new accounts and/or expanding existing accounts
Typically requires 5-8 years of field sales experience

210

Senior Relationship Manager Resume Examples & Samples

Conduct due diligence of prospects / clients
Prepare credit applications and seek approvals
Maintain documentation on an ongoing basis
Monitor compliance (financial covenants, collateral reporting, position limits, etc.)
Coordinate and prepare amendment and waiver requests
Handle annual reviews / renewals with the support of junior team members
Credit monitoring (review of financial info on a monthly / quarterly basis)
Prepare quarterly RISQ reports (when applicable)
Responsibility for “virtual” credit file
Closely monitor collateral and utilization of lines and ensure compliance with documentation
Inform and consult with Team Leader

211

Senior Relationship Manager Resume Examples & Samples

Demonstrated history of being self-motivated, creative, energetic, results-driven, possesses well developed analytical abilities and the ability to execute with excellence
Strong facilitation skills and ability to gain consensus
Takes initiative to creatively resolve issues and find solutions
Proven ability to see business processes through a customer lens
Strong negotiation, conflict resolution and influencing skills
Strategic thinker
Strong analytical skills, comfortable with data and statistics
Data driven decision maker
Experienced leader in change management, who enjoys process improvement, and has proven abilities in establishing and developing relationships
Comfortable communicating to all levels within the organization including senior executives
Results/outcome oriented
Committed to delivering results within aggressive timelines

212

Senior Relationship Manager, Middle Market Resume Examples & Samples

Proven track record of prospecting new business and enhancing existing relationships in the Bakersfield market
Must be able to asses and analyze financial conditions of a middle market client and industry trends
Highly desirable to have active networking contacts and Centers of Influence established in the Bakersfield area

213

Senior Relationship Manager Resume Examples & Samples

Manage and grow a client portfolio that demands a range of Citi product solutions and credit knowledge
Build strong relationships with your client portfolio, enabling access to all levels of the client organization
Work closely with internal partners to develop innovative solutions to meet specific client needs. Implement and execute complex solutions and coordinate / lead deal teams
Understand, and effectively manage, Citi’s capabilities to increase and maximize the share of wallet. Originate new opportunities for cross-sell and safeguard existing client business
Assess credit and market risk of transactions
Manage the delivery of the network by providing a consistent coverage approach to these global clients by working closely with Global Banking parent coverage partners, providing ‘network’ forums to facilitate communication, and ensuring product partner connectivity across ICG
Implement calling plans, call tracking, and joint pipeline reviews to ensure maximum deal origination is taking place across the entire client base
Market and execute deals using a coordinated approach to with relevant product partners
Understand the dynamics of the local financial markets, banking industry and regulatory environment
Know your competition and be able to provide critical input to win transactions
Analyse performance results – interpret and adapt strategy to optimise services and financial performance
Analytical skills: assimilating new information quickly and relating it to the needs of the clients

214

Unlicensed Senior Relationship Manager Trainee Evans Financial Center Resume Examples & Samples

Achieve referral goals, while adhering to regulatory policies and procedures, by identifying opportunities to refer direct customers to other Specialists for additional expertise or specialized needs
Manage a portfolio of mass affluent and small business clients by managing new and existing client appointments, conducting outbound and inbound client management activities, and participating in weekly One Team proactive planning sessions for client engagement activities
Execute sales and service tactics, activities and processes, as defined by company policies and procedures
Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
Ability to handle ambiguity and adapt to changing circumstances
An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client

215

Senior Relationship Manager Resume Examples & Samples

A CTB role involves transforming strategic ideas into change projects that can be planned, and monitored whilst being mindful of risk, budget and personal conduct
Specifically working to deliver Regulatory, SIP, Risk related and Optimisation Change across Markets Ops
Stakeholder management and leadership

216

Senior Relationship Manager Healthcare & Institutions Resume Examples & Samples

At least 7+ years of broad based commercial lending/corporate finance/relationship management experience
Series 7& 63; required after employment
Existing knowledge of the market preferred
Experience in these industries highly desirable

217

Senior Relationship Manager Resume Examples & Samples

To lead and coach a team of RMs in managing existing portfolio and driving new business acquisition in the F&B/Logistics segment
To actively engage Credit Risk Colleagues to ensure portfolio quality and business growth
To work with product partners (Investment Banking, Trade, Treasury, Cash, Private Banking, Insurance) to increase cross selling and enhance revenue for the bank
To review credit proposals and credit reviews
To ensure proper housekeeping and legal compliance of the team

218

Licensed Senior Relationship Manager Resume Examples & Samples

Achieve referral goals, while adhering to regulatory policies/procedures, by identifying opportunities to refer customers to other specialists for additional expertise/specialized needs
Build strong, collaborative relationships with teammates, business partners and specialists
Ensure the customer’s banking, small business, mortgage and investment needs are met by partnering with specialists and business partners to understand their offerings and the most effective way to generate referrals in adherence with policies and procedures
Manage a portfolio of mass affluent and small business clients by managing new/existing client appointments, conducting client management activities and participating in weekly client engagement and sales planning sessions
Work with customers and small business clients to build/deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet the needs
Support the MSM through the coaching and development of RBs, PBs and RMs on strategic business drivers, key performance indicators, product knowledge, sales best practices and risk management
Champion client experience and sales effectiveness best practices
When needed, assist, educate and train customers on conducting simple transactions through Automated Teller Assist, ATMs, online and mobile capabilities
Leverage available resources/technologies to optimize the customer experience; serve customers with operational excellence and accuracy
Series 7 and Series 66 required
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic - Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
A respected business partner who adds value to the broader team and can handle conflict diplomatically; demonstrated ability to cultivate effective revenue generating partnerships with other lines of businesses

219

Senior Relationship Manager Resume Examples & Samples

Minimum of twelve years of industry experience with background in client management, sales, or benefits administration
Experience managing complex client relationships
Demonstrated ability to lead others in a high visibility client environment
Demonstrated negotiation and presentation skills
Proven project management skills with the ability to execute and follow through on projects to completion
Must demonstrate strong active listening, sensitivity to audience, and follow-up skills
Proficiency in Microsoft Office; intermediate Excel skills required

220

Senior Relationship Manager Resume Examples & Samples

Retains and expands existing client relationships and has oversight responsibilities for the implementation of new clients
Identifies key decision makers and determines the services, products and combinations that will best serve and address the client issues and objectives
Leads the development of optimum project and expansion solutions for the client
Negotiates renewals with the client/carrier for the efficient delivery of services at profitable fee or commission levels
Ensures the full scopes of services are priced appropriately for client expansion opportunities
Develops influential relationships at the most senior level of client organizations
Documents the scope of service and compensation in a Client Service Agreement/Statement of Work by working with legal and negotiating with client to execute the contract
Seeks feedback on products, projects, and services through ongoing client dialogue
May be requested to assist Sales Professionals with prospective clients
Ensures quality of deliverables and enforcement of critical deadlines through effective communication
Ensures that transparency and disclosure, best practices and quality standards are adhered to in all aspects of the practice and is responsible for all contractual and regulatory compliance
Works with compliance department to follow up and monitor quality standards
Handles and resolves escalated inquiries from clients and team members. Mentors, and provides feedback to colleagues
Minimum of ten years of industry experience with background in client management, sales, or benefits administration
Deep knowledge of health care through consulting, administration and/or management

221

Senior Relationship Manager Resume Examples & Samples

Acquire profitable new and complex Commercial Banking business
Retain and enhance existing assigned customers through consultative selling and long-term relationship building
Identify cross selling opportunities with Prospects and within current assigned customer base
Execute highly focused prospecting activities and record activities in Salesforce.com
Structure credit solutions for high level existing and potential customers
Advocate customer/prospect position in credit approval process by working collaberatively with Region Manger and Risk Management
Demontrate a depth of knowledge of Websters products, services and capabilities
Represent Webster in local community and take leadership positions on highly visible Boards

222

Senior Relationship Manager Resume Examples & Samples

Develop complex new and profitable business
Execute highly focused prospecting activities
Structure credit solutions for high level existing and potential customers; advocate customer/prospect position in credit approval process
Develop and maintain deep understanding of customer's financial condition and needs
Demonstrate in depth knowledge of Webster products, services, and capabilities
Represent Webster in the local community
Bachelor's Degree in finance, business, accounting, economics, or related field required; advanced degree a plus
8+ years of experience in credit structuring and cross selling within the healthcare sector of business
Proven ability to develop and cultivate complex healthcare sector customer relationships
Excellent interpersonal, team building, and communication skills
Thorough understanding of regulations governing financial products/services
Thorough understanding of regulations governing reimbursements in the healthcare and senior housing industry

223

Senior Relationship Manager Resume Examples & Samples

Acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial customers
Drives revenue growth through self-sourced opportunities within the upper-end / more complex universe of commercial customers and prospects
Bachelors degree or equivalent experience; Masters preferred
Background in sales/client interfacing and commercial credit knowledge
At least 15 years specialized knowledge
Displays deep understanding of capital structures and has experience in senior debt structures
Experience in all aspects of company's capital structure
Superior knowledge of commercial banking products and services (both credit & non-credit) credit policy and procedures, and commercial compliance regulations
Knows key prospects in market

224

Unlicensed Senior Relationship Manager Trainee North Valley Plaza Financial Center Resume Examples & Samples

Sell financial products (e.g. credit cards, CDs, IRAs, SB loans); Open deposit and self-directed investment accounts ensuring adherence to broker/dealer regulations
Series 7 and Series 66 required; if not held, Series 7 & 66 must be obtained within 150 days of your start date, dependent upon identified licensing path
Bank of America financial center sales experience
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations

225

Senior Relationship Manager Healthcare & Institutions Resume Examples & Samples

At least 7+ years of broad based commercial lending/corporate finance experience
Existing knowledge of the local markets
Experience and knowledge of these industries highly desirable

226

Senior Relationship Manager Middle Market Banking Resume Examples & Samples

Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date.)
Demonstrated management of an extensive portfolio of middle market clients with revenues greater than $50 million and the ability to successfully manage portfolio
Ability to understand and interpret the principles of accounting and finance
Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems.
Highly desirable to have active networking contacts and Centers of Influence established in local markets

227

Senior Relationship Manager Resume Examples & Samples

Being the central point of contact for your clients; companies with a turnover as of 250 mio € or stock listed
Acting as a sr relationship manager and having strategic discussions with customers of your portfolio up to CFO, CEO and board member level
Ensuring good quality of credit and credit approval process, the growth of overall revenues and EVA of your portfolio
Originating proactively new profitable business and further identify cross-selling opportunities within your client portfolio
Originating deals within your portfolio, co-ordinating and supervising the (local) deal team and activating the product specialists
Liaising closely with the Sector Head and interacting with ING product colleagues
Ensuring relevant client reporting

228

Senior Relationship Manager Resume Examples & Samples

Position may be filled as a Sr. Relationship Manager or a Relationship Manager, depending on experience and qualifications
Completion of formal credit training
Proven track record of prospecting new business
Demonstrated ability to successfully manage and grow a portfolio of clients with revenue between $50 million and $2 billion
Financial modeling experience
Existing knowledge of global treasury products

229

Senior Relationship Manager Resume Examples & Samples

Acts as the main point of contact for very high end net worth clients for Wealth Management
Demonstrates strong business development skills by acquiring profitable client relationships with high income / net worth clients of Wealth Management
Responsible for identifying client needs and ensuring needs are met by utilizing Investments, Insurance, Daily Banking, Credit or Other relevant products, in connections with client's tax, legal, and estate planning professionals
Expands client portfolio through referrals to Trust Officers, Portfolio Managers, BWIS Representatives, Real Estate, Tax and Estate Officers
Expands and builds relationship with clients by proactively monitoring client's portfolio
Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent/high-end private customer needs
Ensures documentation is up to date and complete
Maintaining excellent and effective Client Relationships
Maintaining and continuing required licence(s)
Bachelor’s Degree in Finance, Accounting, Business or related field. Required
Master’s/Advanced Degree in Business Administration or Finance Preferred
Required license(s) or certification(s) FINRA Series 7, 63, and 65 (or Series 66 in place of Series 63 & 65)
7 to 10 years of consumer and/or commercial credit decision making experience
7+ years in Private Banking lending, sales and services, and portfolio management
Currently managing a portfolio of high net worth clients
Strong knowledge of financial products and services for the very high end net worth individual market
Strong knowledge of consumer lending; credit, documentation and portfolio management
Strong knowledge of brokerage and investment products

230

Senior Relationship Manager Resume Examples & Samples

Achieve GPW targets for the designated territory / span of Brokers
Activation of agents
Ensuring training of Brokers as per business requirements
Monitoring key competition developments and ensuring flow of information to the organisation

231

Senior Relationship Manager Resume Examples & Samples

Minimum 5 years of direct sales experience required
Minimum 5 years of experience in a financial institution required
Minimum 5 years of management experience required
Comprehensive knowledge of bank products and services
Understanding of various phases of sales management, including planning, goal setting, project/time management and selling techniques
Accomplished sales skills
Good managerial skills with emphasis on planning and organization. Excellent interpersonal, verbal and written communication skills
Strong motivational and leadership skills
Strong knowledge of operations, regulatory compliance and banking regulations preferred

232

Senior Relationship Manager Resume Examples & Samples

Service, manage and develop a portfolio of clients with regard to their Foreign Currency transactions and international payments
Provide exceptional customer service with around pricing, problem solving, and information flow
Maintain client relationships in and across multiple management levels within your client’s organisation to drive incremental growth to achieve targets
You will also have a strong focus on client retention and cross sell opportunities
Ability to work within a flexibility workplace
Working with other internal stakeholders to achieve optimum outcomes for our clients
Previous experience in client servicing or sales environment in financial markets highly regarded
Knowledge of global macroeconomic economics and drivers as well as all-round business acumen
Understanding of compliance frameworks and a working knowledge of risk management within financial markets
Knowledge and/or experience at an operational banking level with regard to international payments
Passion for service and driving results
Previous experience of managing a large client portfolio (100+) would be desirable

233

Senior Relationship Manager Resume Examples & Samples

Core responsibility is to increase participation (policy sales) within assigned employer accounts
Represents Liberty Mutual as a single point of contact with the employer partner and/or the employer’s designated broker
Develops a comprehensive marketing communication plan for each partner. Continually works to upsell new marketing communication initiatives to existing employer partners
Collaborates with internal groups to administer execution of the marking communication program
Secures referrals for prospective employer partners
Analyzes executed communication initiatives and uses financial acumen to continually drive cost-effective quoting opportunities to all distribution channels
Provides accurate and timely quarterly and annual reporting to partners
Manages client level travel and promotional budgets
Supports the sales process by co-presenting communication strategies with aligned Account Executives
Develops and builds effective working relationships with business partners including clients, brokers, and internal stakeholders
A minimum of 5 years of relevant professional experience required
Strong interpersonal skills, including face-to-face, phone, and written communications, negotiation, problem solving, closing, and decision making absolutely essential
B2B relationship management experience strongly preferred
Ability to track, measure, and analyze results
Proficient in Microsoft Excel, Word, and Power Point
Bachelor degree and MBA preferred
P & C Licensing required within the first 6 months in the role

234

Senior Relationship Manager Resume Examples & Samples

Direct and dedicated management of larger accounts
Owns daily client communications and directs staff and other functional departments
Supervises project briefs and writes creative briefs
Works with Strategy & Analytics to help set strategic vision for the account
Responsible for generation of SOWs and estimates as well as invoices and payment coordination
Develop and manage client relationships
Participate in client’s marketing planning process
Ensure service levels and tactics are keeping with strategic goals and that service levels are met
Communicate reports, results, and proposals to client
Formulate account specific service tactics, utilizing team orientation
Manage the team’s account service effort and increase efficiency of programs
Owns the data processing process, including directing the internal production data teams as to specific campaign requirements
Build team dynamic and chemistry across the day-to-day associates
Team management including reviewing utilization rates, participating in the hiring and recruiting process, and developing employees for career progression
Lead development of new creative; work with Creative department and ensure that creative is on target with existing plan
Client leadership
Selects, develops, and evaluates personnel ensuring efficient operation of the function
Manages career paths by coaching and mentoring direct reports
Holds associates accountable for their work by setting expectations, achieving commitments, providing feedback, and evaluating effectiveness
Provide technical leadership in the organization
Collaborates with peers and reports on talent/performance management
Manages staff (including direct, indirect, and matrixed) and project timelines
Escalates critical issues to senior leadership appropriately
Develops best practices and champions them within the organization
Builds strong internal peer network
Superior understanding of the creative development process
Extremely organized with a tremendous recall for day-to-day activities
Exceptional conceptual thinking
Excellent communication skills, must communicate across internal teams and with clients
Superior understanding of direct marketing
Proven record of building long-term relationships
Superior strategic thinker
Exceptional workflow management
Expert knowledge of methodologies and digital technologies
Able to coordinate projects across functional teams
Able to communicate effectively with direct manager and upper management, and synthesize relevant information on key milestones, success criteria, and risks
Able to lead team without direct supervision
Able to solve complex problems and issues
Able to recognize and manage new business opportunities
Able to interact with customers, coach analysts and developers, and influence peers and management
Able to learn quickly and rapidly establish expertise with the company standard and client-specific solutions

235

Transfund Senior Relationship Manager Resume Examples & Samples

Manages the relationships of existing clients to ensure account retention. Develops rapport with senior client contacts to establish trust and credibility for TransFund. Provides consultative customer service by determining the business plan, strategy, and target market of each assigned account and educating them on how to use TransFund products to enhance their value proposition. Works creatively with TransFund Marketing to use existing, and identify new ways for the client to promote their TransFund products to grow program profitability. Masters a strategy of cross-selling every relevant product to minimize the likelihood of attrition. Plans for, monitors, and actively pursues the renewal of client service contracts for multi-year terms with minimal changes to pricing. Acts as the business owner of the profitability of each client relationship assigned, with responsibilities for active growth. Travels regularly to visit clients for a more personal service level. The Senior Relationship Manager is assigned the most significant and technically complex TransFund accounts
Directs and provides client support, including operational and technical problem troubleshooting and research requests. Acts as the senior escalation contact for client service issues
Participates in the development of new products and enhancements to the network to provide additional revenue opportunities
Develops and updates training manuals and system documentation to increase the value of the network to clients
Provides guidance and training to less-experienced relationship managers
Extensive knowledge of the EFT Industry, especially related to processing
Extensive knowledge of relationship management methodology
Advanced knowledge of Bank products, operations/product delivery system, banking applications
Excellent PC and software package skills and on-line system experience
Excellent interpersonal skills in order to lead, motivate, and promote team building

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