Relationship Associate Resume Sample
Leta Cronin
983 Tobin Valley,
Boston,
MA
+1 (555) 825 1787
Work Experience
Relationship Associate
09/2016
-
PRESENT
Houston, TX
- Manage daily overdrafts in accordance with the credit control process; work with client on the funding arrangement for any excesses over approved limits or to flag for internal credit approvals
- Manage a portfolio of maintenance clients as relationship manager
- Builds customer relationships that embody OneWest's "One Customer at a Time" standard by
- Liaise with the approving/control unit for credit lines allocation, preparation of letters of offer
- Co-ordinate account opening/maintenance (including pricing updates)
- Banking experience in areas such as customer service, front office or operations
- Self-starter with strong interpersonal and communication skills; diligence and has an eye for details
Account Relationship Associate
05/2012
-
03/2016
Phoenix, AZ
- Leverages OneWest Bank’s resources to support customer relationships
- Opens Deposit accounts and products
- Orders loan documents and vendor requests, completes and submits routine renewal applications and provides necessary documentation waivers and resolves routine approval discrepancies
- Monitors loan progress, obtains conditions to close items, provides loan funding instructions and sends closed loans to Loan Servicing for booking
- Reviews exceptions reports, requests items to clear the exception and sends items to Loan Servicing, processes collateral releases and coordinates the distribution of released collateral
- Handles overdrafts on a daily basis for officers, provides customized support for assigned customers by responding to complex, chronic or sensitive customer issues requiring special attention
- Responsible for identifying, researching, analyzing and resolving complex problems with accounts
- Fosters and develops internal and external relationships including advising and counseling on bank products and services
Senior Relationship Associate
05/2007
-
03/2012
Los Angeles, CA
- Maintains up to date knowledge of products, services, departmental systems and related technology, policies and procedures
- Execute FIG’s sales strategy, focusing on solutions oriented-new business development
- Interface with client’s C-suite stakeholders, engaging the support of BlackRock’s senior management for assistance
- Assist Relationship Managers (RM) in the daily management of client’s requests, including but not limited to relationship reviews, managing account opening process, customer due diligence, and credit reviews
- Be a partner with RM to ensure client’s satisfaction
- Support in the management of Business as Usual (BAU) clients to ensure client’s needs and requests are covered on a timely basis
- Support with cross-sell opportunities by preparing proposals as per client’s needs
Education
University of San Francisco
2002 - 2006
Bachelor's Degree in Business Related Field
Professional Skills
- Excellent listening and time management skills
- Learn book management skills and effectively handling leads through lead utilization
- Excellent oral/written communication and interpersonal skills required
- Building rapport and opening up the conversation with Fidelity clients through profiling and utilizing consultative skills with client interactions
- Experience in a commercial lending environment with a demonstrated understanding of commercial lending processes including loan documentation
- Prior experience working with stakeholders and establishing and managing relationships
- Analytical Skills - Assimilating new information quickly and relating it to the needs of the client base
How to write Relationship Associate Resume
Relationship Associate role is responsible for analytical, financial, credit, interpersonal, commercial, research, analysis, basic, training, languages.
To write great resume for relationship associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Relationship Associate Resume
The section contact information is important in your relationship associate 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 Associate Resume
The section work experience is an essential part of your relationship associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Relationship Associate resume experience can include:
- Interpersonal skills / Networking - able to create and sustain good personal contacts within the team and amongst Citi’s product partners
- Interpersonal skills/networking: Able to create and sustain good personal contacts within the team, amongst Citi’s product partners and external clients
- Strong planning & execution skills: thorough follow-through & attention to detail
- Proactive, good analytical and problem solving skills, meticulous and a keen eye for details
- Good analytical and problem-solving skills, meticulous and detailed
- Interpersonal skills/Networking - able to create and sustain good personalcontacts within the team and amongst Citi’s product partners
Education on a Relationship Associate Resume
Make sure to make education a priority on your relationship associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship associate 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 Associate Resume
When listing skills on your relationship associate 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 associate skills:
- Strong interpersonal and relationship building skills along with excellent commercial acumen
- Strong organisational skills, including ability to prioritise workload to complete within tight deadlines
- Good analytical skills, assimilating new information quickly and relating it to clients' needs
- Interpersonal skills/networking: able to create and maintain good personal contacts within the team, amongst Citi’s product partners and external clients
- Able to function effectively in a demanding and often unpredictable environment and remain effective when under pressure
- Effectively prioritize and adapt to changing workloads and deadlines
List of Typical Experience For a Relationship Associate Resume
1
Experience For Account Relationship Associate Resume
- Strong attention to detail and follow-up skills; able to prioritize and manage multiple client requests and projects
- Broadening of network relationship management skills and knowledge of the entire Institutional Client Group (ICG) product suite
- Prior loan closing experience required
- Min 3 years of experience in banking industry of which 2 years’ experience in client management
- Analytical and sales skills are necessary to review client's financial needs and recommend investment opportunities that meet those needs
2
Experience For Commercial Relationship Associate Resume
- Have a strong understanding of internal MIFT procedures, become a co-repository of knowledge to assist with the controlled processing of MIFT payments
- Ensure AML checklists are completed prior to account opening
- Experience providing customer service and sales support
- Years’ experience working in a sales process role
- General Oil and Gas industry knowledge or experience
- General Surface or Mineral Title knowledge or experience
- Knowledge of advances accounting usually obtained through coursework or experience is required to process account transactions and loan documentation
- Five years of related banking experience
- Be enthusiastic, self-motivated, dynamic, innovative and a good team player
3
Experience For Senior Relationship Associate Resume
- Knowledge of bank products and services, usually acquired through related work experience and formal training, is required to service clients
- Serve as the primary point of contact, responsible for retail sales, service and client experience for Citigold ‘Service’ clients Sales
- With time, build strong relationship with client portfolio increasing access to senior levels of the client organization
- Communicate in an effective and focused manner with all levels of the organization and across multiple levels at the client
- Communicate in an effective and focused manner with each level of the organization and across multiple levels at the client
- Helping clients to access Citi’s global network, locating local coverage and product support across the globe
- Engaging with product partners and Citi’s global network to identify revenue opportunities and to position certain products (i.e. CTS; FX) with clients
4
Experience For Relationship Associate Financial Institutions Resume
- Understanding of FI and TTLC business and related business processes
- Working knowledge of a CRM system, such as Salesforce
- Working knowledge of Citi’s core product range
- Opportunity to work in a large and complex organization with a demanding customer base and in a challenging and changing business environment
- Work with Relationship Managers to obtain prospects by helping to organize marketing events and by developing personal and professional networks
- Supports bankers by developing working relationships with and leveraging Citi’s network of local bankers, product partners, operations and risk managers
5
Experience For Sales Relationship Associate Resume
- Run and fully understand tax-exempt pricing process and pricing model and be a support to the local market teams on the tax-exempt pricing processes
- Directly communicate with client, Business Development, Chicago Client Services (Treasury Passport) and TNTIBC Operations regarding opening status
- Assist with portfolio management including coordinating with other teams within the bank
- Confirms incoming/outgoing wires per administrator’s request
- Coordinate day to day activities of dedicated client base, ensuring that client needs are being met and that BBH services are properly delivered
6
Experience For Customer Relationship Associate Resume
- Completes rebalancing of funds for Defined Contribution and Defined Benefit Clients per client’s standing letter of direction
- Support the end-to-end Know Your Customer (KYC) process for new and existing clients, ensuring all compliance requirements are completed in a timely fashion
- Assist Relationship Managers with loan monitoring, which includes managing exceptions
- Extensive knowledge and understanding of lending practices and policies, loan documentation requirements, and regulations
- Extract new borrowing and refunding opportunities from EMMA and other databases
- Ensure Covenants Checklist monitoring as per client’s Credit Agreement requirement
- Develop a close working relationship with CitiService partners to enable RA to act as initial escalation point, to facilitate swift query resolution
7
Experience For Citigold Relationship Associate Resume
- Handle documentation related to client’s on-boarding with the Commercial Bank and keep the client/RM abreast of the status
- Develop a close working relationship with Citi Service partners to enable RA to act as initial escalation point, to facilitate swift query resolution
- General administration in relation to servicing the client portfolios
- Conduct banking discussions with assigned portfolio of clients to understand client needs; clearly create, communicate, and execute solutions
- Open accounts and track documentation for respective client account opening requests
- Work with client and TTS partners in obtaining all necessary support documentation to ensure completion of Citi KYC records as well as LCs
8
Experience For Global Subsidiaries Group Relationship Associate Resume
- Work on customer due diligence (eCADD)/ KYC for new to bank clients as well as existing client base
- Handle documentation related to clients on-boarding with the Commercial Bank and keep the client/RM abreast of the status
- Initiate CRM workflow for account opening and other TTS products for assigned customers
- Manage Account opening deferral, Credit documentation deferrals – for Business and support AIR resolution
- Support account closing process – liaise with internal department and obtain necessary approvals, send notification to customer, etc
- Coordinate day to day activities of dedicated client base and ensure client needs are being met and that BBH services are properly delivered
- Serve as point of contact for all portfolio related questions (e.g., cash availability, money transfers, reporting concerns)
9
Experience For AVP, Relationship Associate, Industrials Resume
- High level review of pricing/structure on specific transactions, especially front-end guidance
- Serve as subject matter expert on key internal projects impacting specialized industries
- Keep bank apprised of industry market trends, emerging risks, opportunities
- Preparation of customized presentations for use in client and prospect meetings, including investment performance materials and asset allocation reports
- Coordination and tracking of client correspondence related to account administration and investments
10
Experience For Premium Relationship Associate Resume
- Assistance with the onboarding of new relationships
- Maintain current legal and marketing hierarchies via Account Master Central (AMC) and Customer Information Server (CIS)
- Coordinate global credit facility summary and discussions. Ensure all points per credit policy are addressed during the discussion
- Responsible for coordinating Letter of Credit (LC) related reviews with Legal and Trade
- Ensure that operating credit (i.e. daylight, overdrafts, collateral accounts, LCs, etc) is in place to facilitate transactions
- Monitor expiring credit agreements and prepare the necessary documents for renewal
List of Typical Skills For a Relationship Associate Resume
1
Skills For Account Relationship Associate Resume
- Strong time management skills and ability to prioritise
- Strong interpersonal skills with the ability to interact with clients and build strong relationships
- Strong communication skills (Both written and verbal) in English
- Negotiation skills, sales experience and the ability to recognise opportunities
- Prior client service / relationship management experience
- Verbal communication skills in business in Japanese
- Negotiation skills and ability to recognise opportunities
- Great financial literacy, analytical skills, commercial and business acumen
2
Skills For Commercial Relationship Associate Resume
- Having good understanding of corporate banking products
- Banking experience ideally in client-servicing
- Demonstrates a detailed understanding of clients’ current banking relationship, their business and their operations
- Knowledge of/experience base in transactional banking is helpful, with an understanding of Citi’s full product range
- Client Servicing - Make every service engagement a wow experience for clients through ensuring sincere, timely and
- Cash handling/client serving experience
- Experience in the Financial Services industry with a Client-Facing background
- Experience working in a sales process role
3
Skills For Senior Relationship Associate Resume
- Demonstrates a professional attitude and flexible working style; consistently seen as the go-to person
- Develop a strong working knowledge of product and service capabilities
- In-depth knowledge of/experience base inall aspects of transactional banking is helpful, with a sound knowledge ofCiti’s product range
- Economic / financial educational background or working experience
- Relationship coverage experience within banking or a financial services organization
- Proven results working with a sense of urgency in a dynamic environment
4
Skills For Relationship Associate Financial Institutions Resume
- Experience working in a sales process role
- Banking experience
- 3-years’ experience in banking industry
- Experience operating in an environment that stresses both team-based performance and individual accountability
- Good knowledge of the financial institution’s commercial and consumer lending procedures
- Experience providing customer service and sales support
- Previous experience within banking environment in a role with exposure to external clients and credit processes
- An in-depth knowledge of/experience base in all aspects of transactional banking is essential, with a sound knowledge of Citi’s full product range
- Professional work experience in the financial service industry, specifically within Banking and/or TTS
5
Skills For Sales Relationship Associate Resume
- Demonstrates a professional attitude and flexible working style; consistently seen as the go to person
- Work, make decisions and manage client relationships independently while manage competing priorities
- Experience providing customer service and sales support
- Related experience in bank lending operations or office environment
- Banking, investment and trust related experience
- Experience in a commercial bank working with commercial/business bankers
- Operations or trade processing experience is required
- Knowledge of credit policies and procedures and good understanding of Citi’s transactional products is desirable
6
Skills For Customer Relationship Associate Resume
- An in-depth knowledge of/experience base in all aspects of transactional banking is helpful, with a sound knowledge of Citi’s product range
- Good understanding of Citi’s flow products is essential (cash management, trade, FX, loans)
- Relevant investment industry experience
- Investment and trust related experience
- Strong familiarity with PC applications, especially Microsoft Excel
- Responsible for creating dynamic and effective campaigns in increasing cross sales to existing customers
- Experience in Banking, Accounting, Law industry
- Experience from Banking, Accounting, or Law industry
7
Skills For Citigold Relationship Associate Resume
- Experience working in an Agri/Rural environment is advantageous
- Experience working in an Agri/Rural environment is highly advantageous
- Proven leadership throughout your academic career (on- or off- campus)
- Proven background in an Agri environment is highly advantageous
- Understudy when the RMs on leave / training to obtain preliminary experience in Relationship Management
- Process instructions to transfer review and validate client instructions for authenticity
- Daily review of prior day work, investigate variances, follow through with required parties
8
Skills For Global Subsidiaries Group Relationship Associate Resume
- Experience with the preparation of loan documentation and LaserPro
- Strong sense of personal accountability – ie. is self-motivated and has ability to complete all responsibilities with minimal supervision
- Advise client/Business Development promptly of any documentation gaps for rectification prior to opening accounts
- Demonstrates the willingness and ability to work in both individual and team settings
- Effective completion of client’s service requests
- Maximising customer satisfaction through providing advice and support to a panel of Brokers and supporting our BDM's
- Educating 401k participants toward making appropriate Investment Solutions
- Understanding of Banking products: Loans, FX, Derivatives, Cash Management and Trade
9
Skills For AVP, Relationship Associate, Industrials Resume
- Understanding of asset management accounting
- Handling clients’ correspondence
- Understanding of Citi’s internal credit and transaction processes
- Understanding of security markets and security operations
- Working knowledge of external laws and regulations as well as internal policy and compliance guidelines
- Troubleshoot client account issues such as portfolio reporting/activity, client reference data, RM client data requests, and resolving non receipt of mailing
- Responds to client inquiries, resolving all types of operating problems or processing requested transactions
- Coordinate and participate in business development initiatives and customer events, working with Marketing and Commercial Relationship Managers
- Assist the Commercial Manager of one of UDC’s largest lending portfolios, which includes forestry, aviation, transport and contracting
10
Skills For Premium Relationship Associate Resume
- Fundamental knowledge of financial products and services, including banking, trust and investments. Expertise in one of more of these areas
- Participate in prospect and client meetings, including but not limited to, discussions surrounding our service and investment offerings
- Support end-to-end Know Your Customer (KYC) process for new and existing clients ensuring all compliance requirements are completed in a timely fashion
- Act as the go to person for RA mentoring and training
- Assist Portfolio Managers with loan closings and the subsequent monitoring, which includes managing exceptions
- Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
List of Typical Responsibilities For a Relationship Associate Resume
1
Responsibilities For Account Relationship Associate Resume
- Interpersonal skills - Able to create and sustain good personal contacts within the team and amongst Citi’s product partners
- Demonstrate strong interest in new business development
- Relevant tertiary qualification in management or financial discipline and/or previous credit/recovery experience in the Banking industry
- Relevant investment industry experience
- Work experience in a related commercial real estate capacity
- Operates within Citi’s Leadership Standards (Drives Client Value, Delivers Results, and Works as a Partner, Leads Change, and Acts as an Owner)
- Related financial services work experience since graduation from an undergraduate program
- A confident and effective team player; able to work independently and under pressure
2
Responsibilities For Commercial Relationship Associate Resume
- Matured personality with a high-level of initiative, self-driven, good time management and work integrity
- Understanding of a sales process, including calling out to warm customer leads
- Working knowledge of loan documentation and associated data input on a sophisticated, commercial loan application
- Have a core understanding of clients’ overall business, in order to prepare new (and renew existing) CADDs, in conjunction with RMs
- Participate in prospect and client meetings, including but not limited to discussions surrounding our service offerings
- A background in Commerce, Law, Accounting, or Banking is advantageous
3
Responsibilities For Senior Relationship Associate Resume
- Conduct industry and market research to support calling efforts on Commercial Banking customers and prospects
- General administration in relation to servicing the client portfolio
- Be proactive, alert and focused on constantly improving quality of client’s services
- Develop a sound knowledge of Citi’s credit policies and ability to exercise prudent judgment in managing risks inherent in the business
- Assist with monitoring escrow or reserve accounts for specific loans and compliance with loan requirements with Relationship Manager oversight
4
Responsibilities For Relationship Associate Financial Institutions Resume
- Partner with GSG Relationship Managers to develop comprehensive understanding of client and to assist GSG bankers to execute specific account strategies
- Obtain required customer documentation to facilitate on-boarding and updates
- Collate customers' data and information to facilitate reviews, marketing calls and business strategies
- Participate in the team and department projects, data extraction and analysis, including UATs
- Proactive - prepared to take the initiative to follow issues through, while exercising judgment as to when to seek assistance
- Self-starter: prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance
5
Responsibilities For Sales Relationship Associate Resume
- Team Player: being able to work in partnership with other individuals on a day-to-day basis and also on long term projects
- Over 2 year of corporate relationship management roles in banking/finance service fields
- Organizational and multitasking ability
- Knowledge of Citi’s products and services including features and benefits of product packages, fee structures, etc
- High-level proficiency with Microsoft Office, including Word, Excel & PowerPoint
- Proficiency in speaking and Written Mandarin is mandatory
6
Responsibilities For Customer Relationship Associate Resume
- Action new leads from brokers / partners/ marketing activity
- Knowledge of security, accounting, commercial law practices
- Be passionate about contributing to exceptional outcomes for our customers, business and stakeholders
- Look after a portfolio catering to Commercial clients
- Establish and maintain a professional profile in the market and maintain an understanding of the customer’s industry and associated markets
7
Responsibilities For Citigold Relationship Associate Resume
- Ideal for emerging staff with the potential to take on Relationship Management responsibilities
- The role is ideal for emerging staff with the potential to take on Commercial Management responsibilities within 12 months
- Acts in leadership or mentoring role for other Personal Clinet Advisory representative
- Keeps abreast of all new products and services to respond to client and GFO custody partner’s questions and to assist in selling services
- Provides back up support for the Wealth Strategist Associates assisting with new account document packages and new account setup when needed
- Provides backup assistance to the Marketing Coordinator as needed
8
Responsibilities For Global Subsidiaries Group Relationship Associate Resume
- Processes daily transactions as required by the client such as loan payments, money transfers and banking transactions
- Take incoming calls from Financial Advisors
- Extensive knowledge and understanding of brokered and managed investments, securities movement, and trust operations
- Extensive knowledge of deposit, loan, and investment systems, report generation, and information gathering
- Extensive knowledge of Financial Planning concepts
- Take incoming calls from Financial Advisors and 3rd party relationships
- Initial review and vetting of new opportunities
- Maintain competitive market pricing intelligence database
9
Responsibilities For AVP, Relationship Associate, Industrials Resume
- Interacts with partners in various areas in operating
- Evaluate and develop prospect lists for the market, targeting prospects consistent with the bank’s goals and objectives
- Participate in all training and development opportunities offered and in local civic and charitable organizations in consultation with market management
- Conduct pre-deal screen information and pricing models on key client and prospect new business opportunities
- Provide customers and prospects with information regarding bank products and services, and assist with sales implementation
- Uses finesse to handle challenging clients
- Support with completeness of client’s deferral Documentation
- Support with real estate clients’ certifications and releases
10
Responsibilities For Premium Relationship Associate Resume
- To manage the e-credit process to obtain approval for pay/No pay decision in order to allow excesses on accounts together with the monitoring of the regularization of excesses
- Continuously develop a deeper understanding of clients, their industries, the application of banking solutions in that context, and a deeper understanding of relationship banking with the aim of developing into an RM
- Serve as escalation point for service delivery issues as part of the relationship banking team
- Develop and in-depth internal network in order to allow RA to effectively deal with escalations in combination with the RM. This includes the tracking and follow up of action items
- Assist the RM with the completion of call reports in cases where the RA attended client meetings
- Relationship Management: manage and plan the Bank’s relationships with a portfolio of corporate customers
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