Associate Relationship Manager Resume Sample
Marisol Stokes
2034 Reilly Extension,
Chicago,
IL
+1 (555) 191 6127
Work Experience
Associate Relationship Manager
05/2017
-
PRESENT
New York, NY
- Enable proactive client management by attending client meetings with Relationship Manager as necessary and acting as the first point of contact for customers on daily credit-related enquiries
- Support the RM with third party liaison, including discussions with external lawyers and values
- Become fully involved in negotiations and pitches to clients alongside the RM to optimise the potential value of client relationships and deliver solutions, products and service appropriate to meet client needs and improve engagement
- Support the RM assigned portfolios to achieve plan whilst also ensuring operational integrity and compliance
- Support the RM assigned portfolios to achieve plan whilst also enduring operational integrity and compliance
- Focuses efforts on important priorities
- Accomplishes more tasks and assignments in less time
- Can attend to several priorities at a time
- Eliminates roadblocks and stays focused
Dedicated Associate Relationship Manager
03/2010
-
12/2016
Phoenix, AZ
- Plans daily tasks so important work is accomplished
- Uses workplace tools, technology or personal methods to keep track of priorities and assignments
- Ensure an exceptional quality service for all customers by owning customer engagement, ensuring service excellence at all times, for all aspects of any customer, prospect or professional’s interaction with HSBC
- Help the customer to draw on the HSBC group network by working closely with other CMB countries and product groups
- Participate in internal and external business events, road shows and seminars as required by the business. Be an ambassador for HSBC and develop the bank’s profile in the local ‘International Business’ community
- Completion of established leadership development program such as BB&T’s LDP
- Due Diligence & Research: Provide continuous support conducting due diligence on current and potential partners to ensure best-in-class partnerships
Sales Associate Relationship Manager
10/2003
-
09/2009
San Francisco, CA
- Relationship Building:Build and maintain relationships with grantees/partners, external stakeholders, as well as internal PetSmart partners through consistent and collaborative communication
- External Representation:Represent Charities in a variety of settings to communicate the vision and the role that animal welfare plays in connecting local communities
- Event Support:Basic knowledge of managing event details such as banquet event orders, logistical and administrative support, and interface with attendees
- Bring outstanding ideas to our clients as well as the proactive development and production of client pitches
- Actively participating in delivering the pitches to our clients
- Provide secondary, and in some instances direct, client account coverage
- Share best practices and thought leadership in a consistent manner across the Bank's Corporate Banking footprint
- Track regional market changes in order to deliver innovative solutions to the Bank's clients and prospects
Education
Concordia University
1997 - 2002
Bachelor's Degree in Business
Professional Skills
- English and Dutch speaking and writing skills required. Other languages skills are welcome
- Strong analytical skills, including the ability to read and assess individual and company financial statements
- Attention to detail, organizational skills, relationship building, passion for results and client focused are key elements of the job
- Prior banking experience
- Strong ability to partner with PetSmart Canada to leverage resources and build a uniform “voice” around key priorities
- Develop strong relationships with clients and communicate effectively with them
- Experience working in the recruitment consultant or staffing industry
How to write Associate Relationship Manager Resume
Associate Relationship Manager role is responsible for negotiation, analytical, credit, organizational, interpersonal, languages, outlook, excel, english, negotiations.
To write great resume for associate relationship manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Associate Relationship Manager Resume
The section contact information is important in your associate relationship manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Associate Relationship Manager Resume
The section work experience is an essential part of your associate relationship manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous associate relationship manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate relationship manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Associate Relationship Manager resume experience can include:
- Efficient organizational skills, problem solving and negotiation skills
- Strong credit and financial analytical skills
- Being accountable and taking ownership of the Card Member’s experience from beginning to end
- Good understanding of complicated banking products including structured products suitable for TTLC names
- Experience carrying a revenue target with the ability to develop compelling strategies that deliver results
- Strong understanding of the e-learning industry
Education on an Associate Relationship Manager Resume
Make sure to make education a priority on your associate relationship manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate relationship manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Associate Relationship Manager Resume
When listing skills on your associate relationship manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical associate relationship manager skills:
- Proficient PC skills using Microsoft Word, Excel and Outlook
- Work effectively in a large, growing and constantly changing, global organization
- Banking Experience and proven ability to work in different roles
- Commercial real estate lending experience, including construction and value-add lending
- Drive revenue by prospecting and building pipeline while building strong personal relationships with potential clients
- The ARM assists EFS Specialist in cultivating and maintaining strong relationships with Banking channels and GWIM leadership and teams
List of Typical Experience For an Associate Relationship Manager Resume
1
Experience For Dedicated Associate Relationship Manager Resume
- The ability to prioritize and multitask in a fast-paced environment is critical
- Strong team player with ability to foster trust and work well with team members
- Ensuring industry expertise is being delivered in a consistent manner within a region and across regions
- Interacting with internal stakeholders to ensure smooth operation of the accounts
- Reviewing internal DOPs to ensure risks are mitigated or managed
- Preparing internal and external reports as needed by clients or management
- Ensuring that account assets (cash and securities) are accurately recorded and allocated to the correct account
- Working knowledge of locked-in products and legislation
- Assist in sales planning, tracking and pipeline management. Maintain sales metrics and reporting
2
Experience For Associate Relationship Manager, Investments Resume
- Develop and deliver new and innovative solutions to drive both internal change and external delivery of life cycle solutions to the Bank's clients and prospects
- Assists the relationship management team in maintaining files, materials, report creation and records concerning department activity
- Maintains and assists in developing effective working relationships with participants, producers, consultants, actuaries, accountants and all other business partners through a variety of service functions and tasks identified by the management team in order to ensure effective service and contribute to retention efforts
- Liaise with marketing, product development, new sales and client services to drive overall value to existing clients
- Work closely with colleagues to gain a thorough understanding of TD Asset Management’s institutional products, services and investment processes
- Follow trends in industry and stays current with changes in lending practices
- Reconcile outstanding shares of clients on various reports.
3
Experience For Sales Associate Relationship Manager Resume
- Accurately completing forms with required information.
- Drive existing product consumption through active client outreach
- Be the point of contact for all enquiries from existing clients
- Works closely with the Managed Assets Division concerning relationships under management
- Cross-sells the bank's corporate and commercial products and services to existing customers
- Keep abreast of new and existing investment products and services
4
Experience For Commercial Real Estate Associate Relationship Manager Resume
- Assist the Sales Team with the tracking and development of sales opportunities
- Support achievement of the HSBC vision, Values, goals and culture in personal behavior, actions and decision making
- Coordinate and execute hosted events, conferences and internal training sessions
- Identify and research prospects, the marketplace and competitors using various tools, industry databases and search engines
- Use this knowledge to identify gaps and position Northern.Coordinate the distribution of marketing materials to targeted prospects
- Communicate with prospects to gain an in-depth understanding of relationship expectations
- Keep abreast of new and existing bank products and services, market events and trends
- Appreciation for and understanding of the important relationship between PetSmart Canada and PetSmart Charities of Canada
5
Experience For Corporate Banking Associate Relationship Manager Resume
- Appreciation of the changing economic, social and governmental environment in U.S
- Familiarity with the Middle East, African and / or Turkish banking sector and more specifically banks in these regions
- Answers questions and facilitate calls for plans under $500K, as well as Individual K plans
- Coordinates callout campaigns for plans under $500K
- Work in a highly regulated industry and adhere to compliance policies and procedures
- Contact point and support to the client service team and the advisory team and involvement in securing the customers’ access to product and advisory specialists for all Commercial Banking, Corporate Finance and Investment Banking products
- Independently executes client and intermediary requests
6
Experience For Large Corporate Associate Relationship Manager Resume
- Series 7 registration required
- Develop comprehensive understanding of organizations by sustaining relationships with network members’ leadership. Initiate and nurture state and local relationships which benefit local network members
- Maintain knowledge of and promote NW’s portfolio of resources (including Initiatives, technical assistance, grant opportunities, etc.), ensuring network members have access to training, grant support, technical assistance, and other resources in the key lines of business
- Serve as the primary point of contact between network organizations and NW America
- Encourage organizations to think strategically about new lines of business, business models, practices, service delivery methodologies and service areas in order to have a greater impact within their service areas
- Support network members’ efforts to develop comprehensive planning documents
- Understand, evaluate and make recommendations on grant submissions
- Performs delegated responsibilities as designated by the supervisor in his/her absence
7
Experience For LC Associate Relationship Manager Resume
- Broker impact of NW resources within assigned portfolio
- Work with attorneys and other advisors
- Negotiate, close and fund transactions
- Sell treasury management solutions in conjunction with a local treasury sales executive
- Begin to build a network of referral sources and potential clients
- Represent Texas Capital Bank in the community
- Maintain a deep understanding of our products and industry knowledge to be able to speak with customers about the most relevant features and functionality for their specific business needs
- Identify customer requirements, uncover roadblocks, and demonstrate strong account management capabilities to drive renewal to on-time closure
8
Experience For Key Private Bank Associate Relationship Manager Resume
- Building and maintaining relationships with key client personnel to ensure retention and high levels of overall satisfaction
- Serve as the primary post-sales point of contact and assume overall customer adoption and escalation management
- Own, drive and manage the renewal process for a high volume of customers
- Track customer activity to identify churn risk and work proactively via targeted outreach campaigns to eliminate that risk while simultaneously identifying upsell opportunities
- Experience in sales or account management with a focus on negotiating contracts
- Experience managing phone transactions
9
Experience For Senior Associate Relationship Manager Resume
- Accurately maintain a quarterly forecast of renewals in your territory
- Communicate partner firms’ investment outlooks, home office product focuses, platform updates, and new business initiatives with AB field sales team
- Managing and maintaining the accounts, including receiving paperwork for reinvestments, withdrawals, transfers, sales and estates and routing processing to appropriate areas
- Strong computer skills with proficiency with Excel, Outlook and MS Word
- Strong ability to manage expectations and conflicts with clients
- Responsive with a priority focus on customer service
- Assisting in the production of year-end tax reporting
10
Experience For International Subsidary Banking Associate Relationship Manager Resume
- Researching key accounts and assisting with the production of strategic account plans
- Initiating and following-up with asset transfers from other institutions
- Processing wire and EFT payments to 3rd parties as required
- A driven self starter with the ability to work independently with minimal supervision
- Resolution of escalations at both an administrative and management level
- Co-lead with the Senior Relationship Manager in developing, executing, and adjusting territory business plan to raise and retain assets with institutional clients and prospects
- PC (MS Windows and Office Products), Client Experience Desktop
- Work in various departments to contribute to success of the department while learning the way Webster processes transactions, loans, etc
List of Typical Skills For an Associate Relationship Manager Resume
1
Skills For Dedicated Associate Relationship Manager Resume
- Self-starter, can do attitude, adaptable, problem solver, strong time management skills, solid interpersonal skills
- Strong project management skills are critical
- Solid negotiation skills that allow for value-based contract negotiations at the senior level
- Excellent communication and project, time and customer management skills
- Strong interpersonal, analytical skills and attention to detail
- Strong relationship management abilities and sales skills
- Strong computer literacy skills, proficient with MS office
2
Skills For Associate Relationship Manager, Investments Resume
- International experience and/or language skills (Spanish and/or Portuguese) beneficial
- Strong understanding of needs and resources of organizations in target communities and proven ability to manage local advocates
- Sound credit sense and analytical skills
- Negotiation skills that allow for value-based contract negotiations at the senior level
- Communication and project, time and customer management skills
- Well developed written, communication, and presentation skills
- Proven ability to build effective relationships with clients and internal partners
- Solid industry knowledge, solid market knowledge
- Strong understanding of the staffing agency industry
3
Skills For Sales Associate Relationship Manager Resume
- Time spent working in a fast-paced environment with constantly shifting priorities and multiple responsibilities
- Functional understanding of customer service for diverse audiences with competing priorities
- Experience in a quota-carrying sales or account management position with a focus on negotiating contracts
- Manage conflicting priorities and workflows
- Multitask and manage conflicting priorities and workflows
- Feeder pool is – Business Banking Officers GCB 6 (low – 3 are high) RMs who are not good as sales
- Experience of working in the financial services industry, in a role that is related to this one
- Experience working with companies that generate over $100MM of annual revenue
4
Skills For Commercial Real Estate Associate Relationship Manager Resume
- Corporate/commercial banking experience, ideally with account management, business generation or cross-sell responsibilities
- Experience working with companies that generate over $150MM of annual revenue
- Functional experience in philanthropic or relationship building events
- Client-facing experience with businesses, executives and/or legal counsel
- Good knowledge on credit analytics, corporate finance, banking products & services and loan & security documentation
5
Skills For Corporate Banking Associate Relationship Manager Resume
- Closing sales experience
- Experience selling to Australia/New Zealand market
- Demonstrated ability to independently think critically about program design and implementation
- Experience with sales hunting and Salesforce.com platform
- Experience within recruiting, recruitment media and/or HR software
- Experience with recruitment recruiting/HR software, SaaS opportunities and Salesforce.com
- With support from senior staff, analyze client situations, formulate effective tactical actions and resolve issues
6
Skills For Large Corporate Associate Relationship Manager Resume
- Five or more years of credit and sales experience in the financial services industry
- Demonstrated ability to find, manage and close Enterprise businesses in an evangelistic sales environment
- Experience as a financial analyst
- Good local market knowledge and access
- Assisting with the billing process and collecting outstanding invoices
- Assisting issuers with special projects, expediting share transfers, troubleshooting and servicing shareholder accounts
- Coordinating shareholder meeting activities and attending as scrutineer/co-scrutineer
- Reviewing and commenting on loan documents, and participating in negotiation of loan documents
7
Skills For LC Associate Relationship Manager Resume
- Understanding of grantmaking and Canada’s non-profit sector
- Providing input to product, operations, and sales groups using customer contact and feedback
- Receiving and resolving shareholder or broker enquiries
- Reviewing documents submitted by financial institutions and addressing any deficiencies
- Dealing with account holders or their representatives to answer question regarding details of the account operation
- Staying current with governing legislation to ensure proper operation of the registered products
8
Skills For Key Private Bank Associate Relationship Manager Resume
- Working with senior relationship managers to recommend loan structure and pricing for the most critical/complex clients
- Assisting in the production of year-end tax reporting.
- Working closely with clients and other departments to solve issues and provide prompt resolutions
- Reconciling share registers and dividend distributions
- Representing the Bank at industry events
- Interacting with internal and external stakeholders to ensure smooth operation of the accounts
- 9+ hours of Accounting, including Intermediate Accounting 1, or equivalent graduate level Accounting
- 9+ hours of Accounting (including Intermediate Accounting I), or equivalent graduate level Accounting coursework
9
Skills For Senior Associate Relationship Manager Resume
- Actively lead and/or support business development process from discovery, to challenging conventional thinking, to tailoring solutions, to driving for results
- Assist issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing of all issuer’s shareholder’s accounts
- Liaise closely with members of the operations team to ensure full communication and understanding, minimizing errors and maximizing service levels
- Responsible for driving partnership initiatives with ongoing communication, training, and in person visits
- Follow up with prospects regarding Asset Management products, services and fees by providing in-depth analysis to differentiate Northern
- Respond to inquiries by providing the requested information/analysis or referring the inquiry to the appropriate area for resolution
- Prepare presentations for client calls pertaining to both ongoing performance and services as well as new business opportunities
- Contribute to the attainment of business results by growing sustainable revenues from existing smaller customer
- Manage the portfolio on an on-going basis including renewals and exceptions
10
Skills For International Subsidary Banking Associate Relationship Manager Resume
- Results-oriented, resourceful and possess keen business acumen in identifying and developing business opportunities
- Execute small account contract renewals that maximize contract value while protecting and enhancing the customer relationship
- Coordinate proxy activities, including ordering lists, labels and journals.
- Perform credit underwriting functions and prepare credit underwriting material for use by credit officers
- Manage certain key aspects of Mortgage Finance Specialty Lending relationships, including but not limited to
List of Typical Responsibilities For an Associate Relationship Manager Resume
1
Responsibilities For Dedicated Associate Relationship Manager Resume
- Solid negotiation skills that allow for value-based contract negotiations at senior level
- Proven track record of reaching and exceeding sales revenue goals in a high-growth company environment
- Experience working in the talent acquisition or staffing agency industry
- Experience with SaaS sales and Salesforce.com platform
- Demonstrated ability to find, manage and close SMB businesses in an evangelistic sales environment
- Ales or relationship management experience in a comparable environment
- Demonstrated ability to find, manage and close businesses in an evangelistic sales environment
2
Responsibilities For Associate Relationship Manager, Investments Resume
- Strong computer and systems knowledge with a keen ability to recognize issues or problems and determine
- Working with more senior relationship managers in delivering the activities described above for larger clients; and
- Collaborating with the Relationship Management teams elsewhere in EMEA to continue to enhance our overall client service model
- Include multiple partners and members of the company management team using competitive selling to position company products against
- Spreads and/or analyzes financial statements of potential and existing customers utilizing the bank’s accepted analytical credit criteria
3
Responsibilities For Sales Associate Relationship Manager Resume
- Learn technical aspects of all products Webster Business Banking offers its customers
- Structure and price loan and treasury deals in cooperation with local underwriting and credit approval
- Assist in the production of yearend tax reporting
- Review documentation prepared by legal counsel as to their accuracy meeting all requirements of loan requests
- A hunger for sales & long term relationship building
4
Responsibilities For Commercial Real Estate Associate Relationship Manager Resume
- Use internal influence to ensure that Gartner’s full capabilities are brought to bear in serving our clients
- Superior knowledge of corporate/commercial banking products and services (both credit and non-credit)
- Close monitoring of client’s business trends and exposure
- Proactively prospect and develop relationships in defined segment (mid-large DC plans) of territory
- Assist Senior Relationship Manager in larger business development efforts
- In all efforts, sets a tone of excellence as well as genuine care for prospects, client & associates
- Attend client and credit meetings, learn to run with opportunities and work independently
- Work with the Relationship Associates and the appropriate Operations Teams to understand the account opening and closing/funding processes. Loan compliance monitoring
5
Responsibilities For Corporate Banking Associate Relationship Manager Resume
- Preparing credit analysis and credit approval memoranda for senior relationship managers. For less complex transactions, managing the work product of credit analysts as they prepare these documents
- Building relationships with the key principals and support staff at the client’s organization. Participating in client prospecting and client management activities. Acting as the main point of contact for clients when the Senior RM is unavailable
- Taking ownership of the loan closing process, including managing correspondence with third party vendors, due diligence collection, and coordination with internal constituents
- Assist internal collection department in collecting outstanding invoices
- Receive and review instructions received from Financial Institutions or Participants during redemption periods
- Organize and collate documents
- Access files for roll-over and redemption requests
- Review documents submitted by participants and Financial Institutions to ensure they are correct and complete
6
Responsibilities For Large Corporate Associate Relationship Manager Resume
- Assist the Relationship Manager with their customer portfolios
- Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Prepare and issue term sheet and commitment letters
- Ensure that lines of credit are renewed in a timely fashion. Obtain customer renewal term agreement and negotiate any differences
- Respond to customer needs in a timely fashion
- Ensure that customer requests with other departments are being properly followed, clearing all service issues. Oversee the proper handling of customer transactions such as advances, payments, wire transfers, etc
- Good level of interpersonal and social skills needed to interact with customers. Ability to effectively present information and respond to questions
- Sales experience in a closing role in SaaS sales or recruitment agency
7
Responsibilities For LC Associate Relationship Manager Resume
- Applicable sales experience
- Maintain and execute on effective relationship management plans
- Provide reports of information as required
- Adhere and comply with all requirements of watch list and EDD procedures
- Manage account relationships
- Provide executive management with complete visibility to renewals and solicit executive involvement as required
- Fluency in written and verbal German and English is essential
- Works either independently or with the Relationship Manager to ensure proper follow-through of company requests.
- Reconcile reports to advise of money to fund payment.
8
Responsibilities For Key Private Bank Associate Relationship Manager Resume
- Manage and maintain the accounts, including receiving paperwork for reinvestments, withdrawals, transfers, sales and estates and routing processing to appropriate areas.
- Proactive selling and growing the account off-cycle is a key aspect of the success of a Relationship Manager. This is not just an Account Manager or renewals job. LinkedIn Relationship Managers are sales people and thrive on growing their book of business by creating value
- Collaborate with regional Northern Trust Asset Management sales teams through joint calling, client reviews and new business generation
- Business fluency in German and English is essential
- Travel required (approximately 25-40% of time)
9
Responsibilities For Senior Associate Relationship Manager Resume
- Fluent in written and verbal Dutch/Flemish and English
- Fluency in English and Dutch/Flemish
- Fluency in written and verbal English and Dutch/Flemish
- Proactively engage clients with diagnostic conversations
- Build, maintain and execute on strategy plans
- Negotiate annual renewal terms for all products
- Take accountability for all areas related to client service, working with the Sales Team, Portfolio Management, Account Management, Front and Back Office and relevant support teams
10
Responsibilities For International Subsidary Banking Associate Relationship Manager Resume
- Arrange for portfolio reviews to be conducted if and when required
- Together with the London based Account Management Team, process and manage the administrative tasks required for client onboarding and changes in clients’ portfolios
- Track progress in the client relationship management system, communicate activity reports and provide necessary management metrics
- Leverage Webster's Payments Team's expertise to train and support all efforts
- Addresses a base within the Webster customer base with significant opportunity for cross sale of the entirety of the Bank's payments capabilities
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