Relationship Assistant Resume Sample
Fanny Macejkovic
973 Runte Radial,
San Francisco,
CA
+1 (555) 534 1174
Work Experience
Senior Relationship Assistant
09/2017
-
PRESENT
Philadelphia, PA
- Demonstrated success at servicing and pleasing customers
- Daily front line support for customer service contacts
- Effectively communicates to callers regarding program rules, requirements and processes
- Promotes a positive informative customer experience
- Contribute to the development and implementation of the Claims service strategy, processes and procedures to support delivery of overall business targets
- Support Claims Relationship Manager, Underwriters and Business Development Managers in the acquisition and retention of profitable business
- Use knowledge of the Claims environment and business levels to identify any potential impact to claims resource requirements for new and renewing customers
- Support the development and implementation processes to ensure that the Claims function is aligned to the needs of the business and our customers,working closely with Underwriters and other business functions
- Identify claims efficiencies, with the aim of improving claims service delivery whilst reducing the total cost of claims, and recommend enhancements
Relationship Assistant, Team Manager
06/2012
-
08/2017
Dallas, TX
- Support validation of renewal schedule for major and strategic accounts and ensure that Underwriters are in possession of all pertinent claims information in anticipation of renewal negotiations
- Raise the Claims profile with both Internal and External stakeholders
- Raise the level of claims service and interaction with our Customers
- Validate claims data reports on time and in the prescribed form to brokers and customers
- Identify and evaluate potential improvements to maximize the use of technology
- Ensure that for individual customer the most appropriate claims handling/servicing solution is devised, recorded/communicated to the Claims Management Team
- Monitor and review the delivery of claims servicing commitments
Client Relationship Assistant
11/2008
-
01/2012
Houston, TX
- Compliance with best practice, regulatory/legal requirements and QBE processes and policies
- Claims handling throughput and claims cost analyses used to monitor service and the claims result
- Feedback from, and level of communication with Underwriters and other business functions
- Support Claim Relationship Manager prepare for new business presentations to provide details of QBE Claims Service Offering and establish the best claims handling solution, and attend for own portfolio of target customers
- Develop relationships with key stakeholders/business managers for own portfolio to enable the business Claims function to fully support their needs
- Represent claims in Internal / External meetings with our Customers as required and take accountability to commit QBE claims to an agreed approach to meet Customer needs
- Develop relationships with trading partners and service providers, including TPAs, for own portfolio of customers
Education
Southern New Hampshire University - Nashua Campus
2003 - 2008
Bachelor's Degree in Marketing
Professional Skills
- Demonstrated negotiation skills Interpersonal skills - confidence, professionalism and integrity and strong sense of accountability
- Strong cross training skills
- Strong interpersonal and relationship skills. Highly responsive to internal/external business partners
- Excellent communication skills across internal and external stakeholders
- Interpersonal Skills: confidence, professionalism, integrity and strong sense of accountability
- Experience in a commercial lending environment and/or experience with loan documents or loan processing
- Experience in a commercial lending environment and/or experience with loan documents or loan processing
How to write Relationship Assistant Resume
Relationship Assistant role is responsible for training, customer, finance, credit, security, compensation, analysis, research, insurance, government.
To write great resume for relationship assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Relationship Assistant Resume
The section contact information is important in your relationship assistant 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 Assistant Resume
The section work experience is an essential part of your relationship assistant 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 assistant 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 assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Relationship Assistant resume experience can include:
- Support the sales process by assisting the Relationship Manager (RM) and sales team in the management of sales prospect lists and the scheduling and maintenance of client appointments
- Assists the Team Leader in effectively meeting corporate initiatives
- Stay abreast of our bank’s products, policies, and procedures, and be able to communicate these effectively to the client
- Deal effectively and tactfully with clients, as well as fellow employees,
- Effectively coordinate and communicate with Bankers, Clients, and Third Party Vendors
- General banking experience
Education on a Relationship Assistant Resume
Make sure to make education a priority on your relationship assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship assistant 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 Assistant Resume
When listing skills on your relationship assistant 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 assistant skills:
- Excellent customer service skills and the ability to efficiently and effectively resolve moderately complex issues
- Good decision-making skills,
- Good communication skills and sales ability
- Experience in a corporate banking environment and experience with loan documents or loan processing; knowledge of corporate lending
- Experience in a commercial lending environment and/or experience with loan documents or loan processing; knowledge of commercial lending
- Experience in a commercial lending environment and/or experience with loan documents or loan processing
List of Typical Experience For a Relationship Assistant Resume
1
Experience For Client Relationship Assistant Resume
- Experience in a commercial lending environment and/or experience with loan documents or loan processing; knowledge of commercial lending
- Supporting the relationship managers to ensure that excellent service is provided to customers across all sales finance products
- Assist CBDO and department in maintaining strong presence firm wide
- Knowledge of banking systems; experience with Microsoft Word & Excel
- Extensive experience with all aspects of construction loan administration including residential and commercial projects
- A good working knowledge of Title Insurance, Loan Documentation, Surveys Insurances and the Banks Construction Loan Policy and Procedures
- Extensive experience with all aspects of construction loan administration including residential and residential projects
- Maintain strong relationships with loan and deposit operations partners around the footprint
2
Experience For Senior Relationship Assistant Resume
- Build and maintain strong customer contact and employee relations
- Assist less experienced Relationship Assistants with work process and policies & procedures
- The ability to analyse and use good judgement
- A good knowledge of Title Insurance, Loan Documentation, Surveys Insurances and the Banks Construction Loan Policy and Procedures
- A good knowledge of Loan Structure appropriate for various types of Construction Loans
- Strong knowledge of regulations related to Residential Construction transactions
- Resolving telephone and email queries from internal departments regarding service related issues
- Developing trusted relationships with client base
3
Experience For Relationship Assistant, Team Manager Resume
- Onboarding new relationships of the Bank
- Facilitating client directed transactions
- Assisting with the collection of required Know Your Client (KYC) documentation
- Building meaningful relationships with your customers and anticipate their complex needs
- Assisting in the management and control of risk in respect of all customers within the relationship manager’s portfolio
- Supports sales process by coordinating in the management of sales prospect lists and the scheduling and maintenance of client appointments
- Assist the lender by monitoring the overdraft list in his/her absence and calling for deposits as needed
- Provide front line support in agenda setting and coordinating internal business development meetings
4
Experience For Relationship Assistant Manager Resume
- Collect information which reflects the current credit worthiness of customers and the current merits of existing loans
- Complete ad-hoc research and analytic projects as assigned including market surveys and proposal analyses
- Assist the CBDO in creating an accurate budget and provide monthly reports
- Interaction with AARP relationship team, HIG teammates and Hartford leaders to prepare materials, and attend and/or facilitate AARP meetings as needed
- Develop formal AARP Engagement Calendar and tracking protocols to ensure the Leadership and Relationship teams are aware engagements and interactions with AARP/ASI/Foundation leadership
- Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency
- Approve and process commercial client’s withdrawals on lines of credit
- Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals
- Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
5
Experience For Specialized Banking Relationship Assistant Resume
- Independently able to identify clients’ operational needs and bank products/services to meet these needs
- Serve as Team Leader/Manager of other Commercial Relationship Assistants
- External Customer Support Provides external customer support for inbound servicing inquires related to any of the clients accounts including loans, deposits and cash management
- Independently identify clients’ operational needs and bank products/services to meet these needs
- Approve and process client’s withdrawals on lines of credit
- Responsible at Relationship Manager’s request to order appraisal though Real-Estate Information Management Services
6
Experience For Corporate Banking Relationship Assistant Resume
- Supports sales process by assisting in the management of sales prospect lists and the scheduling and maintenance of client appointments. Pulls reports for RM and management team as necessary
- Compliance with the requirements of the applicable laws and regulations, including the bank's AML / BSA / OFAC / CIP program; ECOA / Reg B, and all other relevant laws and regulations
- Ensures compliance to government regulations, bank policies, bank procedures and management policies
- Provide correction of any inconsistencies and monitor resolution
- Pull reports for Relationship Managers and management team as necessary
- Prepare loan papers, documents, files and correspondence
- Aid the lender in collecting financial and related data in order for the lender to determine the general credit worthiness of the prospects and the merits of the specific loan request
- Follow-up on tickler exceptions
7
Experience For Claims Relationship Assistant Manager Resume
- Open new deposit accounts for Middle Market customers
- Perform all account maintenance activities requested by clients and management
- Be involved in community activities; and
- Knowledge of all necessary computer applications, inclusive of Microsoft Office and nCino
- Provide Construction Administration Support to Bank Personnel involved in Construction Loans both Commercial and Consumer
8
Experience For Aarp Relationship Assistant Director Resume
- Maintain updated insurances to meet Bank procedural or Policy requirements to include but not limited to: Builders Risk, General Liability, and Flood Insurance
- Order and review Property Inspection Reports, Plan and Cost Reviews, Third Party Inspection Reports, Title updates
- Approve and process Construction Loan advances
- Works more complex transactions to include SBA transactions
- Maintain and update project budgets, track changes, ensure sufficient funds to complete project
- Participate in the maintenance and preparation of various departmental reports
- Ensure compliance to government regulations, bank policies & procedures, and management policies
9
Experience For Client Relationship Assistant Memphis Mkt BR Resume
- Coordinates roll-out and implementation of new policies and procedures
- Properly tracks critical expirations and key customer indicators in order to mitigate operational risk in the portfolio, (i.e. LQAS exceptions, past dues, maturities, overdrafts etc.)
- Provides supervisory guidance to the relationship assistants in the execution of daily processing
- Serves as the primary liaison between the customer and the Relationship Manager on the complex relationships in the portfolio
- Complete Enhanced Due Diligence information on an as needed basis
- Provide information to clients
- Resolve routine customer service requests
- Ensure compliance to government regulations, banks policies & procedures, and management policies
10
Experience For Key Private Bank Relationship Assistant Resume
- Provides Residential Construction support to colleagues through the administration and servicing activities for all aspects of construction monitoring including construction contract reviews and funding approval on residential and consumer lending
- Build client relationships by addressing internal and external customer inquiries, research complex customer problems and/or assist in resolving residential inquiries by directing customers to appropriate departments
- Maintain updated insurances to meet bank procedural or policy requirements to include but not limited to: Builders Risk, General Liability, and Flood Insurance, along with Workers Compensation
- Work in conjunction with borrowers, attorneys, various third party vendors and customers to aid in closing process. Ensure that loan closing requirements are met and that all exception items are accurately tracked
- Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory of monitoring and closing loans
- Maintains project from pre-closing to completion staying in compliance with Bank’s policies
- Manages and monitors each construction loan assigned by evaluating each draw request and inspection report on a timely basis for content and completeness
List of Typical Skills For a Relationship Assistant Resume
1
Skills For Client Relationship Assistant Resume
- Banking experience and relevant tertiary qualification
- Extensive product knowledge and experience in the financial services industry including working with Corporate Banking sized customers
- Solid Operations, Marketing, Product and Underwriting knowledge is beneficial
- Strong understanding of business vision and strategy
- Experience in Corporate/Commercial Banking or financial services environment
- Teller experience
- Four years’ experience as an administrative assistant in a professional environment preferably a financial institution
- Experience in similar position
2
Skills For Senior Relationship Assistant Resume
- Broad work experience within the insurance field
- Demonstrated business, personal lines and financial acumen
- Six years’ experience as an administrative assistant in a professional environment preferably a financial institution
- Strong attention to detail to maintain data integrity, the ability to work efficiently and complete projects assigned in a timely manner
- Two years’ experience as an administrative assistant in a professional environment preferably a financial institution
- Creating KYC’s and seeing them through the approval process
- Review executed loan / lease documents and related items needed for closing before submitting to Operations Manager for final funding review
- Successfully work across all levels of the organization, including interacting with executive management
3
Skills For Relationship Assistant, Team Manager Resume
- Assist the lender in collection efforts through preparing correspondence and monitoring payments
- Assist in preparing management reports including past due reports
- Responsible for keeping records and for preparing master note draws, construction lines of credits and other business related lines of credit
- Assist the lender in monitoring and collecting information needed for notes to be renewed
- Maintains projects from pre-closing to completion staying in compliance with Bank’s policies
- Provide external customer support for inbound servicing inquiries related to any of the client accounts including loans, deposits and cash management
- Support sales process by assisting in the management of sales prospect lists and the scheduling and maintenance of client appointments
- Process transaction funding (wire transfers and checks) and prefunding Penley check
- Work closely with Relationship Managers, Underwriters, and CAF Operations Manager to ensure satisfactory on-going monitoring of loan and lease portfolio
4
Skills For Relationship Assistant Manager Resume
- Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans
- Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans
- Supports the sales process by assisting in the management of sales prospect lists and the scheduling and maintenance of client appointments
- Extensive knowledge of Corporate/Commercial Banking customer needs
- Possess a working knowledge of Title Insurance, Loan Documentation, Surveys Insurances and the Banks Construction Loan Policy and Procedures
5
Skills For Specialized Banking Relationship Assistant Resume
- Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
- Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC
- Be proficient in all aspects of the role and capable of training
- Order in ordering appraisals, flood determinations, Uniform Commercial Code’s (filings) and familiar with Office of Foreign Asset Control (OFAC)
- Accountable for document review, customer service and monitoring of administrative processes related to client accounts
- Prepare all the necessary entries to book loans including loan proceeds checks
- Determine loan documentation and compliance documents needed for loans. (Create a checklist for each specific lending relationship.)
6
Skills For Corporate Banking Relationship Assistant Resume
- Close loans on a regular basis and maintain a working knowledge of each loan in the portfolio
- Answer clients questions regarding products and services
- In person visits with clients to discuss and analyze existing products and services and promote new ideas
- Work with the Middle Market Treasury Service Officer to implement treasury services for new and existing clients
- Basic knowledge of Accounting, deposit documentation and bank terminology
- Establish, review and maintain appropriate loan accounting records appropriate for various types of construction Loans
- Assist in supporting lower level Construction Loan Relationship Assistants
- Maintain and update Loan tracking system and document uploads as necessary
7
Skills For Claims Relationship Assistant Manager Resume
- Reviews and makes recommendations regarding Builder Approval
- Open and close checking accounts for clients
- Interface with clients on daily operational needs, including research requests
- Perform client service work by processing all financial service transactions (cash checks, enter deposits and loan payments etc)
- Assist in ordering appraisals, UCC searches and familiar with OFAC
8
Skills For Aarp Relationship Assistant Director Resume
- Work closely with Relationship Managers , Underwriters, CAF Operations Manager and outside counsel to ensure satisfactory closing of loans to clients
- Assist with maintaining client portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
- Ownership for the day to day risk monitoring of business clients within the Relationship Management portfolio
- Prepare and process documents such as opening new accounts and complete account and product documentation
- FAA filing follow up
- Coast Guard filing follow up
- Insurance expiration tracking and follow up
- UCC expiration tracking and follow up
- Review daily GL/DDA activity to ensure timely payment posting of loan/lease payments
9
Skills For Client Relationship Assistant Memphis Mkt BR Resume
- Provide commercial lending Support to Relationship Managers
- Commitment to the needs of the Relationship Manager and the customer
- The ability to work efficiently and complete projects assigned in a timely manner
- Strong writing and verbal skills with the ability to communicate business strategies and results in a compelling format. Ability to adapt communication to various audiences and leadership levels
- Collaborate with and understand the communication needs of senior leadership and their staff and translate those needs into actionable material
- Excel in a multi-faceted, fast paced, customer-centric environment
- Experience in a commercial lending environment and/or experience with loan documents or loan processing; knowledge of commercial lending. Some supervisory or team leading experience
- Product knowledge and experience in the financial services industry, ideal
10
Skills For Key Private Bank Relationship Assistant Resume
- Knowledge of Corporate Banking customer needs
- Identify key business drivers and mitigate key risks and make recommendations where appropriate
- Work both as part of a team and autonomously
- Self-motivated and desire to be successful
- Maintenance of the firm’s contact relationship management system and other firm databases
- Supports RMA compliance review and updates for 400+ int’l correspondent banks covered by IFI and provides support on review and approval of bank limits to support trade related transactions
- General banking experience
List of Typical Responsibilities For a Relationship Assistant Resume
1
Responsibilities For Client Relationship Assistant Resume
- Tracks construction progress to ensure that funds requested correlate with the work completed pursuant to the approved budget. Approves and directs the release of funds pursuant to legal documents, standard policies and procedures
- Establish, review and maintain appropriate loan accounting records appropriate for various types of construction Loans, in conformity with bank established protocols
- Illustrates a working knowledge of loan structure appropriate for various types of construction loans
- Provides supervision to a team of Relationship Assistants in a Corporate Banking Regional Office in the administration of the portfolio
- Ensures compliance to policies, procedures, government regulations and customer service standards
- Acts in an advisory specialist capacity with the Relationship Managers and Relationship Assistants and customers regarding technical issues. Provides documentation review and customer service
2
Responsibilities For Senior Relationship Assistant Resume
- Ensures compliance to government regulations; banks policies & procedures; and management policies. Provide correction of any inconsistencies and monitor resolution
- Internal RM and Team Sales Support - supports sales process by coordinating in the management of sales prospect lists and the scheduling and maintenance of client appointments
- Internal loan & deposit processing - Accountable for document review, customer service and monitoring of administrative processes related to client accounts
- Ensures compliance with policies, procedures, government regulations and customer service standards
- Acts in an advisory specialist capacity with the Relationship Managers and Account Managers and customers regarding technical issues. Provides documentation review and customer service
3
Responsibilities For Relationship Assistant, Team Manager Resume
- Ensures compliance with all applicable laws and regulations, including the banks AML / BSA / OFAC / CIP program; ECOA / Reg B, and all other relevant laws and regulations
- Provides external customer support for escalated issues regarding inbound servicing inquires related to any of the clients’ accounts including loans, deposits and cash management products. Determines appropriate course of action for problem resolution
- Support the team of Relationship Managers in assessing and evaluating incoming loan requests
- Serves as the primary liaison between the customer and the Investment Sales Operations team on rate locking loans
- Provide correction of any inconsistencies and monitor resolution of various system-generated reports
4
Responsibilities For Relationship Assistant Manager Resume
- Ensure compliance to government regulations; banks policies and procedures; and management policies
- Manage credit/ collateral exceptions and past dues for entire Dallas Commercial Real Estate portfolio
- Serve as backup with other banking needs including opening accounts, transferring funds, processing wires and answering questions regarding loan and deposit accounts
- Provide general administrative support to CAF Operations Manager, CAF Manager and Commercial Loan Syndications
- Manage ICAF loan / lease closings
- Equipment loan/lease document preparation
5
Responsibilities For Specialized Banking Relationship Assistant Resume
- Gather information needed to complete documentation
- Gather necessary BSA/CIP information
- Maintain transaction documentation and collateral files
- Manage accounts payable via Flexi system
- Follow up for original documents on attorney closed transactions
- Process lien releases upon disposition of collateral from payoff of loans/leases
- Provide client service support
6
Responsibilities For Corporate Banking Relationship Assistant Resume
- Manage past due report and assist Relationship Managers with collection activities
- Communicate with clients, attorneys, insurance companies, appraisers, and various other professionals
- Assist teammates and other departments with administrative support when needed
- Provide administrative support to the Commercial Real Estate Department
- Acting as the principal point of contact and build real relationships with customers and colleagues, using your relationship management expertise to provide the support they need
- Manage the disbursement process with regards to bank participants and agents
- Handle and respond to customer informational requests and keep respective Corporate Relationship Managers informed when appropriate
7
Responsibilities For Claims Relationship Assistant Manager Resume
- Perform service transactions such as address changes, signer changes, check orders, pull daily overdraft reports and perform stop payments
- Support and coordinate special business development projects from inception through delivery
- Assist with business development communication efforts by proactively communicating hot topics, client success stories, and business drivers and associated solutions
- Act as a liaison for business development department to communicate department efforts to other groups within the firm
- Understand and work with complex loan budgets
- Meet with customers, vendors and contractors and adequately explain the Policies and Procedures of the CMD department
- Make sound recommendations regarding the handling of loan issues specifically: budgeting, the use of contingency and the reallocation of loan proceeds
8
Responsibilities For Aarp Relationship Assistant Director Resume
- Polished professional presence
- Manage collateral exceptions
- Background in Business
- Early payoff requests
- Title follow up
Related to Relationship Assistant Resume Samples
Assistant Relationship Manager Resume Sample
Work Experience
• Possess good understanding of financial markets and products
• Sounding understanding of KYC etc requirements and responsibilities
• Understand basic rules and regulatory requirements
• Good command of a second language besides English Language
&n...
Professional Skills
• Strong interpersonal skills with an intere...
• Strong sales and customer focus Strong rel...
• Strong organisational and team-working skills
Community Assistant Resume Sample
Work Experience
• Demonstrated ability to identify, analyze and resolve technical problems independently, related to the Bank’s automated loan and deposit systems as well as collateral and other documentation situations
• Meet with students and parents regarding student attendance and other issues; inform, advise or...
Professional Skills
• Excellent knowledge of social media/social...
• Computer skills, including word processing...
• Excellent communication skills, able to ar...
Relationship Executive Resume Sample
Work Experience
• Operate and position RBB in a dynamic and highly competitive market place by
• Capacity to travel to the assigned offices within the region on a periodic basis to meet with business development/marketing personnel, participation in events or sales meetings, and attend regional and national meetings...
Professional Skills
• Effective listening skills; note taking, r...
• Demonstrated problem solving skills with t...
• Strong financial and accounting skills to ...
Talent Relations Resume Sample
Work Experience
• Strict attention to detail and a strong follow-up required
• Effectively prioritize with strong time-management skills
• Oversee all non-editorial standard business communication to DCE’s talent pool announcing company news, updates to policies and procedures, or requesting i...
Professional Skills
• Prior casting office or talent relations i...
• Computer skills required ~ Excel, Microsof...
• Prior experience with social media managem...
Regulatory Office Resume Sample
Work Experience
• Drive & manage improvement programs for regulatory reporting control, including understanding the existing issues, identifying the root cause and implementing remediation
• Follow the escalation protocols for regulatory breach incidents by organizing debriefing meeting, Phoenix/FORCE uploads
&n...
Professional Skills
• Provide informed skill set to deliver chan...
• Post graduate education in business or a r...
• Effectively communicate and/or escalate is...
Regulatory Risk Resume Sample
Work Experience
• Detailed business analysis/requirements definition across our data and core capabilities streams of delivery
• Direct, daily interaction with business & operations reporting SME’s to manage the information flow and delivery of key project milestones
• Work with Controls a...
Professional Skills
• Strong project management skills, proven o...
• Strong analytical skills alongside the abi...
• Proven managerial skills including setting...