Relationship Advisor Resume Sample
Colten Smith
9247 Deja Roads,
Phoenix,
AZ
+1 (555) 662 9141
Work Experience
VP Premier Relationship Advisor PCS
09/2017
-
PRESENT
Philadelphia, PA
- Able to engage top-level candidates (CEO, Key Executive, Small Business Owner) in candid conversations over the phone
- Works collaboratively with other team members to coordinate efforts and capitalize on opportunities
- Works with field management to determine opportunities for market penetration
- Makes recommendations to Manager of Client Services regarding opportunities to maximize retention
- Serve as the ‘Corporate Advocate’ on-boarding new members of newly launched and existing Vistage peer groups, helping members during their tenure better leverage the Vistage program and conducting exit interviews to save pending member resignations
- Service Clients (Chairs, members, speakers) with a myriad of matters, including but not limited to support, problem solving, coaching, promoting Vistage initiatives, general technical support, accounting and membership, observing a 24 hour service level agreement
- Develop a strong relationships within the Vistage community- including Chair, members, and internal departments in order to ensure open communication
Relationship Advisor
03/2014
-
07/2017
Dallas, TX
- Strong customer service skills; ability to interact with C-level clientele
- Previous experience in solution selling/relationship selling to C-suite clients
- Experience with inside phone sales/ consulting/ customer service
- Strong multi-tasking and organizational skills, with the ability to prioritize workload
- Diffuse potential conflict in a professional manner
- Computer knowledge to include Windows, MS Office, database operations and Internet research
- Working knowledge of basic accounting practices
- Some travel within the U.S. is required
Banking Relationship Advisor
03/2010
-
09/2013
New York, NY
- Ensure the fair treatment of our clients is at the heart of everything we do, both personally and as an organization
- Understand and address institutional requests and appropriately plan for the project (obtain appropriate resources,
- Explains the benefits of all BBVA Compass’ products including, but not limited to, deposit accounts, digital banking services, credit literacy services and loans
- Understand and Identify required documentation for KYC/CIP, BSA/AML
- Understand bank risk and can recommend alternate services to automate. Handle overdrafts/carryovers independently in accordance within bank delegated authority guidelines
- Able to discuss risk tools and effectively position how this integrates within a client’s finance team and audit controls
- Takes ownership and accountability to protect the bank and clients from potential losses
- Highly organized to ensure that all compliance and regulatory obligations are met through training, client follow up or in portfolio risk within scope of the role
- SB RAs are responsible for independently evaluating their client’s needs based on an understanding of the client’s business and making recommendations to improve the client’s financial processes, implementation of best practices and access to key contacts (referrals) based on the client life cycle within their portfolio
Education
Wayland Baptist University
2005 - 2009
Bachelor's Degree in Business
Professional Skills
- Excellent planning and organising skills are essential for this role which heavily includes prioritisation of own workload
- Demonstrated skills of mentoring and motivating staff to support the achievement of individual and team goals
- Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
- Excellent analytical skills, capable of explaining complex concepts in a clear and concise manner
- Exceptionally strong written, verbal, and analytical skills
- Experience in a business banking relationship management role or related business experience
- Related professional experience (banking/financial services industry or customer service) OR 7-9 years of overall experience
How to write Relationship Advisor Resume
Relationship Advisor role is responsible for financial, analytical, clients, concepts, commercial, lending, credit, banking, leadership, education.
To write great resume for relationship advisor job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Relationship Advisor Resume
The section contact information is important in your relationship advisor 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 Relationship Advisor Resume
The section work experience is an essential part of your relationship advisor 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 relationship advisor responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular relationship advisor position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Relationship Advisor resume experience can include:
- Provide excellent analytical, strategic/advisory skills and understanding of consulting skills, necessary for product
- Demonstrated client relationship building experience and/or client support in financial and credit related products is required
- 2) Identify cross sale opportunities and work effectively with bank colleagues to consultative position product solutions to clients
- Directing Associates on prioritization of member calls through an understanding of the timeline of commercial executive touch points
- Is responsible for analyzing, structuring and negotiating complex loan and/or lease agreements in accordance with policies and good risk management practices
- Solid understanding of commercial banking, including standard account and payment types, basic cash management services
Education on a Relationship Advisor Resume
Make sure to make education a priority on your relationship advisor resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship advisor 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 Relationship Advisor Resume
When listing skills on your relationship advisor 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 relationship advisor skills:
- Excellent communication skills, both verbal and written. Ability to develop strong positive relationships with external clients and internal colleagues
- Applies skills to assist borrowers in managing risk, including interest rate risk through the use special pricing conditions and interest rates swaps
- In financial analysis and client servicing experience, or commercial lending or leasing experience
- Demonstrated client relationship building experience and/or client support in financial services and/or products
- Identify service opportunities and work effectively with bank colleagues to consultatively position product solutions to clients
- Identify service opportunities and work effectively with bank colleagues to consultative position product solutions to clients
List of Typical Experience For a Relationship Advisor Resume
1
Experience For Client Relationship Advisor Resume
- Supports the development and implementation of Marketing and sales-based campaign activities, including monitoring and measuring outcomes
- Work with clients to assist in ensuring that their letter of credit documents comply with the terms and conditions of the letter of credit
- Partner with Product Advisors to define client needs and ensure existing product meet client needs and are competitive
- Apply and implement the Compliance regulations and Letter of Credit rules and practices on the handling of day to day transactions
- Work independently with general guidance from the Director/Trade Finance Manager
- Handle commercial and standby letters of credit and amendments, advising, confirmation, risk participation, document examination, payments, acceptances and bills discounting including processing of documentary collections
- Provide Trade Finance advisory services to clients
- Provide response to queries, sound advice, guidance and/or recommendations on trade finance matters in relation to interpretation of letter of credit and documentary collection terms and rules to internal and external clients in a timely, accurate manner and cost effective manner
- Provide visibility to clients on their trade finance activities and identify cross-selling opportunities
2
Experience For Banking Relationship Advisor Resume
- Work closely with compliance, Legal, and Credit Administration to address and resolve transaction issues
- Resolve and/or mitigate the risks in the Global Trade Finance products and services transactions
- Maintain current client relationships and independently handle client issues
- Participate in departmental and bank wide initiatives and projects
- Any additional tasks assigned by the manager
- Understand bank risk and is able to recommend alternate services to automate. Handle overdrafts/carryovers independently in accordance within bank delegated authority guidelines
- Assist with onboarding of new relationships by gathering and validating all relevant legal documentation to adhere to Know Your Customer (KYC) and Anti-Money Laundering and other banking regulations for new and existing relationships
3
Experience For VP Premier Relationship Advisor PCS Resume
- Provide client support for non-complex product or service issues
- Regularly partner with Relationship Advisor in interactions with clients/prospects to determine potential client process improvement or sales referral opportunities
- Maintain information in contact management systems to document all client interactions and feedback obtained
- Previous experience working with institutional customers Platform, product, contract, account or risk management, sales or client service experience would be helpful
- Coordinates with Sales Executives, Account Executives, Legal and Contract teams to prepare RPS documents, client contracts and contract amendments for review/approval
- Collaborates with Finance and Product teams to develop pricing strategies that can be leveraged across the Institutional Sales organization
4
Experience For Customer Relationship Advisor Resume
- Facilitates the implementation of new processes, procedures and system changes. Coordinates with Salesforce.com team and others to identify and implement process improvements that drive greater efficiency and service
- Works with Account Executives to identify potential cross-selling opportunities for products and services that could benefit the client and help them grow their business
- Collaborates with the Service organization to promptly identify and address escalated client service issues. Works across multiple business units for resolution
- Helps facilitate the onboarding of new clients as well as new product or service implementations/conversions. Identifies best practices and implements SOPs in coordination with multiple departments to streamline the onboarding and implementation process
- Member Retention Interviews: Conduct re-engagement calls with members who have noted their intent to cancel membership, in order to save (keep in the same group), transition (move to another group) and/or move into Sabbatical program
- Member Satisfaction Calls: Conduct check in calls with current members – particularly those identified as ‘at risk’ – to ensure value is being received, and/ or determine satisfaction level to starve off a future resignation notice
- Welcome New Member Calls: Conduct calls to all new members who join our community to ensure they are introduced to the tools available for maximum adoption
- Impress clients and prospects with well-rounded knowledge of EFS products and services, financial planning topics, economic and regulatory environment, and world-class customer service
5
Experience For Senior Relationship Advisor Resume
- Manage and retain a portfolio of GNP clients via phone including Not-for-Profit relationships up to $5,000,000 in non-complex deposits; identify and manage credit opportunities up to $250,000
- Conduct regularly-scheduled, agenda-based meetings with each client to profile client needs and goals. Identify their organizational needs, analyze current product usage, and pinpoint service growth opportunities primarily through virtual contact (phone and video conferences)
- Understand clients’ technical capabilities and gaps, and how to position Chase Cash Management, Card, and Merchant Services solutions against them. Develop and present proposals for Cash Management solutions, partnering with Chase Cash Management team on more unique solutions
- Own client experience survey results for all assigned clients and serve as the standard bearer of Business Banking in response to client feedback that requires additional assistance or resolution
- Continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring, and the impact of new technology
- Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience
- Demonstrated knowledge of commercial credit policies/procedures and risk management techniques
- In-market presence, prioritized client meetings based on category
- Working with Legal and Finance teams to ensure contract compliance, pricing accuracy, and consistency
6
Experience For Financial Relationship Advisor Resume
- Ensuring preparation and “right parties” for internal strategy meetings in support of closure
- Cultivates relationships with new and existing clients by cross-selling additional products and services and obtains referrals for additional clients
- Applies knowledge of credit policy, banking products and risk management in structuring the best credit solutions for clients
- Planning and managing next steps for closure, including independently managing portions of the project plan, holding internal and external contacts to deadlines, and escalating/upward managing when delays occur to ensure key milestones are hit
- Creating Need New Letters of Agreements (NNLOAs) using product templates and pricing calculators, and owning all contract edits throughout negotiations
- Working with member as needed to navigate procurement, contacting office, and signatory responsibilities to ensure understanding of member budgeting and contracting processes
- Managing commercial aspects of Statements of Work to outline additional services that are not included in the existing contract, and create a corresponding contract in partnership with the technical team to outline cost based on the hours of work and project timeline
7
Experience For Digital Relationship Advisor Resume
- Develops new business by soliciting new lending, deposit and other relationship opportunities from prospective clients
- Is responsible for cold calling on prospects with the ability to self-source new relationships
- Oversees and negotiates the preparation of documentation necessary for the financing agreement
- Completion of Formal Credit Training such as credit "boot camp" at a financial institution
- Deep understanding of ABL products as well as all bank products and services applicable to the target client segment
8
Experience For Multilingual Customer Relationship Advisor Resume
- Generates leads through well established relationships with Centers of Influence and continues to cultivate a network of additional COIs
- Advises and consults with clients on Northern Trust’s Goals Driven Wealth Management®
- Sources and refers new wealth management opportunities to his/her partners. Acts as a source of expertise, advice and knowledge on banking and lending issues for clients, prospects and partners
- Is a seasoned multi-disciplinary expert with extensive technical and/or business knowledge and functional expertise
- A trusted advisor by both the staff and the client
- Generates leads through well established relationships with COI’s and continues to cultivate a network of additional COI’s
9
Experience For Banking Relationship Advisor, Team Leader Resume
- Lead with Digital and Service Automation
- Proactive outreach for targeted clients based on category
- Combined centralized and RA support
- 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
10
Experience For VP Premier Relationship Advisor Resume
- 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
- 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
- Assist in client meetings and adhere to pre-call planning and post-call practices
- Provide client support for complex product or service issues
- Regularly engage in interactions with clients/prospects to determine potential client process improvement or sales referral opportunities
- Assigned RA Team
- Responsible for developing new relationships and existing relationships with a great emphasis on bringing new relationships to the Bank. Identifies prospects and develops an on-going marketing strategy for specific clients and prospects. Applies knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new clients
List of Typical Skills For a Relationship Advisor Resume
1
Skills For Client Relationship Advisor Resume
- Excellent levels of literacy in terms of grammar, spelling and punctuation
- Post undergrad experience in at least two of the following
- Provide effective feedback to other areas of business, particularly Level 1 complaints (Front line)
- Experience of Resolvit and Triumph systems is highly desirable
- Strong client focus and ability to develop long term partnerships with clients
- Develop strong positive relationships with external clients and internal colleagues
- Demonstrated knowledge of health care subject matter in general
2
Skills For Banking Relationship Advisor Resume
- Related experience (consultative sales professional or advisor in financial services)
- Develop strong positive relationship with external clients and internal colleagues
- Demonstrate intellectual curiosity to deepen knowledge
- Understanding of core business products and services, including cash management and deposits
- Understanding of relevant technology trends
- Responsible for following up on and managing "warm leads" or prospects, and, possess the drive and ability to self-source new relationships
- Sources and refers new wealth management opportunities to his/her partners. Seasoned multi-disciplinary expert with extensive technical and/or business knowledge and functional expertise
- Monitor and curate the information on the Opportunity Page by maintaining all required member intelligence information, including membership forecasting and projections, description information and AM Milestones
3
Skills For VP Premier Relationship Advisor PCS Resume
- Flip Opt Outs, book contracts and drops on the Opportunity page, and monitor for booking and crediting accuracy
- Maintain pacing plans to ensure an understanding of the overall health of a renewal pool
- Assist in risky renewals by managing concessions and float
- Assist in targeting future opportunities
- Establish client contact strategies in line with Group operating models
- Fully utilize and input Client Relationship Management data, ensuring all client information is complete and kept up to date
- Achieve agreed KPI (Key Performance Indicator) objectives by development of existing and new Premier relationships
- Knowledge of complaint handling procedures, regulatory and risk requirements
4
Skills For Customer Relationship Advisor Resume
- If internal, in-depth understanding of HSBC Global House Views
- Bilingual - English and Russian speaking
- Influence positive changes in clients’ operations, as well as communicate bank policy and/or procedure changes
- 2) responsible for client retention and assisting with the bank’s overall strategy of increasing non-interest income within the assigned client portfolio(s) through pro-active outreach and helping to identify cross-sell referral opportunities of global products and services
- Responsible for client retention and assisting with the bank’s overall strategy of increasing non-interest income within the assigned client portfolio(s) through pro-active outreach calling efforts (both on the phone and in person) and by helping to identify cross-sell referral opportunities of global products and services
- 2) Responsible for client retention and assisting with the bank’s overall strategy of excellent client service through a differentiated servicing model
- 2) Responsible for client retention and assisting with the bank’s overall strategy of increasing non-interest income within the assigned client portfolio(s) through pro-active outreach calling efforts (both on the phone and in person) and by helping to identify cross-sell referral opportunities of global products and services
- Build deep, long-lasting and mutually valuable relationships with Premier customers
- Address identified needs for banking clients
5
Skills For Senior Relationship Advisor Resume
- Through the EDRAS process, recommend investment and insurance solutions designed to meet the customer’s financial appropriate needs and objectives
- Regularly meet with clients to understand and analyze their current and long term needs and advise them on the products and services that help them achieve their goals
- Complete all activity documentation to provide a record for performance tracking
- Refer business to other areas within the Company as appropriate, in accordance with established guidelines
- Through a defined sales process, recommend depository, personal lending and investment and insurance solutions designed to meet customer’s protection, education, retirement, legacy, basic banking, property, and lifestyle needs while also helping customers manage and grow their wealth. Mortgage to be referred to appropriate Mortgage staff
6
Skills For Financial Relationship Advisor Resume
- Establish client contact strategies in line with Group Operating Model
- Strengthen customer loyalty and retention by ensuring business learns from complaints
- Achieve/exceed challenging productivity targets in relation to number of complaints handled
- Drives performance - uses initiative in seeking resolution to complaints
- Refer business to other areas within the bank as appropriate, in accordance with established guidelines
- Clearly communicate requirements to other business areas when information is required to resolve complaints
- Strive to turn the complaint around and maintain Barclaycard's professional image with minimal cost
- The ability to understand written correspondence and extract the key points is essential
7
Skills For Digital Relationship Advisor Resume
- A background in customer service/collections would be an advantage
- High level of quality awareness
- Highly articulate and competent in both verbal and written formats
- Breakdown complex issues
- Perform in a fast paced pressurised environment
- Able to remain calm in difficult situations
8
Skills For Multilingual Customer Relationship Advisor Resume
- In depth knowledge of Barclaycard Products/Services/Procedures and Processes
- Sound knowledge of financial services products and services and the client relationship management system
- Sound knowledge of the impact of macroeconomics/microeconomics/local market developments
- Bilingual English & Chinese (Mandarin & Cantonese)
- Bilingual English and Chinese required
- Strong Relationship-Building and Collaboration Skills: Ability to network and develop strong positive relationships with external clients and internal colleagues
- In-depth knowledge of the regulatory environment relating to KYC, AML and other critical regulatory guidance to facilitate Compliance adherence and a broad understanding of banking products and transactions
- An ability to quickly gain a thorough knowledge of SVB’s bank operations and products
9
Skills For Banking Relationship Advisor, Team Leader Resume
- Demonstrate sound judgement and analytical skills: Be comfortable dealing with ambiguity, risk and complex information effectively and be expert in clearly translating complicated issues into actionable recommendations and solutions
- An interest in the technology sector and venture capital / private equity transactions
- Extensive knowledge of commercial bank deposit and cash management services
- MS Office Suite, MS Dynamics (CRM)
- Successfully overcome challenges or obstacle
- Knowledge of commercial bank deposit and cash management services
- Works collectively with team members who are remotely located
- Identify opportunities and issues by asking targeted questions to assess current client needs and goals and to present features and benefits of solutions to unique customers with differing needs
10
Skills For VP Premier Relationship Advisor Resume
- Related professional experience (banking/financial services industry or customer service) OR
- Results-oriented, client-focused with a bias for action and sense of urgency; performs well in a centralized team environment
- Recognize procedural or documentation gaps and own resolution to protect both the client and firm
- Active Series 7, 66 (65 and 63), and life insurance licenses
- Knowledge of Venture Capital and Private Equity Services business structure including fund management, account structures, capital call and distribution process
- We are looking for colleagues who are passionate for client service with a demonstrated capability to manage telephone and email client interaction
- Demonstrated sales and relationship management ability
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