Relationship Manager Resume Sample

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Colleen Hintz
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Work Experience


Relationship Manager
10/2016 - PRESENT
San Francisco, CA
  • Underwriting experience within the auto finance industry
  • Hours / week
  • PC skill (Outlook, Excel, Microsoft Word) desirable
  • PC skill (Microsoft Office, Outlook, Excel, Word) desirable
  • Underwriter experience within the auto finance industry
  • Hours/week Mon-Fri
  • Employ effective territory management practices to maximize opportunities and minimize risk within the assigned region
  • Ensure TDAF marketing service levels (Complete dealer contact cycle within 45 days; Average of 7 dealer visits per business day) are maintained by using an efficient, cost effective and flexible territory schedule that is housed in CRM
  • O Uphold TDAF’ service proposition by ensuring adequate preparation is completed prior to dealer calls ensuring value is presented within each visit
Dealer Relationship Manager
01/2011 - 07/2016
Philadelphia, PA
  • Act as liaison between dealers and Dealer Service Center where credit decisions are made
  • Sustainable financial performance along agreed market-specific UHNW KPIs
  • Positioning of UBS as primary bank of choice and lead advisor
  • Ongoing client investment advice aligned to investor profile, defined investment strategy and CIO house view
  • Disciplined, flawless execution procedures and documentation coordinated through UHNW support, use of best practices and support tools
  • Manage client book consistent with all relevant regulation, policy and standards and pro-actively identify, manage and escalate risks appropriately
  • Highly effective organization, planning and time management
  • Act as a role model for our UBS principles and behaviors
Citibank Berhad Kl-merchant Relationship Manager
12/2004 - 09/2010
Detroit, MI
  • Manage a territory of 24 Subaru dealers in the state of Maryland
  • Sign dealers to program in the local market
  • Develop pricing/program recommendations for territory
  • Act as liaison between the manufacturer’s regional office and SMF to promote both SMF and Subaru of America programs and initiatives
  • Manage a territory of Subaru dealers in Michigan, Indiana and Ohio
  • Manage a territory of 20 Subaru dealers throughout the states of MA, ME, VT & NH
  • Five years experience in all areas of Dealer Finance

Education


Herzing University Madison
1998 - 2003
Bachelor's Degree in Business

Professional Skills


  • Strong written and verbal communication skills, interpersonal skills, negotiating and problem solving skills
  • Excellent written and verbal communications skills with a strong emphasis on influencing skills
  • Very strong interpersonal skills, strong time management and organizational skills
  • Demonstrates strong credit risk assessment skills, business and financial analytical skills, sound products and SME industry knowledge
  • Strong influencing and negotiation skills Excellent verbal and written communication, negotiation and project management skills
  • Strong Relationship And Influencing Skills .Effective Communication Skills And Has To Demonstrate Personal Excellence
  • Excellent Relationship Management, consensus building and strong influencing skills; able to work effectively with a variety of stakeholders

How to write Relationship Manager Resume

Relationship Manager role is responsible for interpersonal, presentation, relationship, credit, business, analytical, negotiation, organizational, financial, customer.
To write great resume for relationship manager job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Relationship Manager Resume

The section contact information is important in your 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
  • Email
  • Telephone number

Work Experience in Your Relationship Manager Resume

The section work experience is an essential part of your 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 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 relationship manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Relationship Manager resume experience can include:

  • Ability and willingness to effectively make sound decisions based on business experiences, research, and problem solving skills
  • Solid organization, multi-tasking and prioritisation skills
  • Learning agility, strategic thinking skills, and demonstrated ownership of your personal development
  • Good analytical and writing skills with an outgoing personality and a keen sense for marketing
  • Demonstrate good judgment when making decisions balancing shareholder risk and client experience
  • Proven selling skills; including a “hungry”, driven attitude

Education on a Relationship Manager Resume

Make sure to make education a priority on your 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 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 Relationship Manager Resume

When listing skills on your 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 relationship manager skills:

  • Excellent interpersonal skills, relationship building skills and communication skills (written and verbal)
  • Possess good interpersonal skills, influential and excellent written/spoken communication skills
  • Communicate effectively verbally/in writing; strong public speaking/presentation skills
  • Position requires clear and concise verbal and written communication skills including good customer relations skills
  • Strong people skills and conflict resolution skills
  • Strong communication skills with the ability to communicate effectively across varied areas including technology, business units and leadership

List of Typical Experience For a Relationship Manager Resume

1

Experience For Dealer Relationship Manager Resume

  • Strong level of interpersonal and social skills needed to interact with customers. Ability to effectively present information and respond to questions
  • Strong written and verbal communications skills and preferably experience of drafting or interpreting MI
  • Strong Communication skills with strong customer orientation and focus
  • Exceptional oral and written communication skills, with an ability to speak effectively to senior-level contacts
  • Volunteer management skills (recruit, interact, and effectively support top level executives and business leaders)
  • Good understanding of the product management process through prior experience of at least 2 years and overall experience of at least 4 years in Banking
  • Strong project management skills with ability to prioritize and manage multiple projects while meeting deadlines
2

Experience For Junior Relationship Manager Resume

  • Relevant experience in formation, education, and/or pastoral ministry, with specific skills and experience related to assigned program areas
  • Strong analytical, problem-solving and decision-making skills with the ability to adapt to change
  • Excellent interpersonal skills with a genuine interest in serving and caring for other people
  • Applies strong critical thinking and problem-solving skills to meet customers needs
  • Excellent communication skills highlighted by your ability to build long standing relationships with clients
  • Strong written and verbal communication skills with the ability to be persuasive one-on-one, as well as in a group setting
  • Experience in a major Institutional or Investment Banking environment with strong corporate finance skill set
  • Strong problem solving and analysis skills; ability to use data to develop and own solutions from concept to delivery
3

Experience For Citibank Berhad Kl-merchant Relationship Manager Resume

  • Computer literacy and good writing skills
  • Process oriented – good planning and organization skills
  • Develop client service and sales skills as well as being a good organizer of both own and others time
  • Strong PC skills, especially Excel, Word, and PowerPoint
  • Strong skills in meeting management
  • Strong training skills, with the ability to engage a senior level audience, smaller groups and one-on-one sessions, either in person or via phone/webex
  • Strong interpersonal skills including ability to manage others
  • Strong negotiation, communications, organizational, customer service, sales and problem-solving skills
  • Team player possessing excellent interpersonal and communication skills with a drive to meet business targets
4

Experience For Relationship Manager Hnwi Russia / CIS Resume

  • Demonstrates skills in handling sales across accounts
  • Strong communication and presentation skills, with the ability to articulate complex concepts simply and clearly
  • Demonstrate dynamic leadership skills specific to motivating the external sales team and the internal sales desk team around a firm’s specific strategy
  • Good credit risk & operational risk assessment skills and sound products knowledge
  • Significant experience of sales & or relationship management experience and broad Financial Markets and Market Data industry knowledge & experience
  • Good judgement & decision making skills
5

Experience For Relationship Manager, Financial Institutions Resume

  • Strong interpersonal skills and charisma
  • Strong math, credit, and administrative skills
  • Applies strong problem-solving and analytical skills to meet clients’ needs
  • Strong credit skills and fluency in written and oral presentations in English
  • Banking working experience, preferably with general credit skills and basic understanding of trade finance and treasury products
  • Strong writing, editing and proofreading skills in English
6

Experience For Individual Business Regional Relationship Manager Resume

  • Experience in presentation skills to senior management teams and/or boards of prospective lessees, Farm Credit associations and lease originators
  • Strong communications skills in English and other language as per covered market
  • Working experience of investment banking, accounting/finance, sales and/or marketing experience and broad industry knowledge
  • Operating within the Customer Service Risk and Control framework, effectively monitoring key supplier risks, escalating issues and identifying common trends
  • Communicating and liaising with key external business contacts, effectively representing Hitachi Capital interests, in order to optimise business performance
  • Planning & Priority Setting (Level 2):Manages additional/ Competing Priorities
  • Training development and facilitation skills (training manuals, job aids, content, etc.)
7

Experience For Relationship Manager, Trading Resume

  • Being receptive to feedback and constantly striving to develop new skills and knowledge
  • Understanding of company capabilities and service, and effectively communicates all offerings to the customer
  • Outstanding influence and communications skills, particularly with senior executives. Client centric mindset. Sought after for subject matter expertise
  • Marketing, Interpersonal/Communication, credit and multi-task skills
  • Client Interfacing Working experience and a good understanding of banking operations and banking products
  • Demonstrated experience customer prospecting, cold calling and lead generation resulting in meeting/exceeding a sales budget
  • Strong in problem-identifying, analysing, organizing and bringing resolution solving in a timely effective manner
  • Assist to identify and align the needs of RIAs working with Scottrade to effectively grow their business by educating and consulting on third party solutions
  • This is an ideal opportunity for someone seeking to build a career in Commercial Banking by enhancing skills in Trade, FX, and Cash Management products
8

Experience For Citigold Relationship Manager Bayshore Resume

  • Technical Lending and Credit Analysis Skills ensuring all aspects of the Bank’s Credit Policy and Procedures are followed when assessing proposals
  • Act as leader to peers and support teams providing guidance, coaching, and mentoring on specific client issues and overall relationship management skills
  • A thorough knowledge of the skills required in planning, organizing and directing volunteers to meet objectives and time-lines
  • Work in a fast paced environment & communicate ( including writing proposals in English & other languages) accurately and effectively
  • Proven experience in developing relationships and building sustainable partnerships
  • Exceptional networking and relationship-building skills
  • Prior experience servicing and delighting customer
  • Prior experience in designing, building and Execution of Business Sectors’ Resource and Location Strategies
9

Experience For National Relationship Manager Resume

  • Long term/strategic planning and budget planning/analysis skills
  • Demonstrated experience in driving and delivering significant projects to completion
  • Have an extensive account management background, along with substantial skills in building and maintaining relationships with business partners
  • Demonstrated experience developing and working with responses to complex Request for Proposals
  • Proven leadership experience in leading & managing sales
  • PC skills including Outlook, Excel, Windows, and Word
10

Experience For Cib Relationship Manager Resume

  • Deposit and lending skills with a cash flow focus would be beneficial
  • Strong knowledge of the wealth management industry with at least 3 years of relevant experience in advising High Net Worth clients
  • Opportunity to develop world class, broad-based banking and client relationship skills
  • Over 10 years’ experience in a sales function within financial services with a preference for experience selling asset management services/solutions
  • Experience prioritizing partner firm initiatives and focus

List of Typical Skills For a Relationship Manager Resume

1

Skills For Dealer Relationship Manager Resume

  • Very strong computer skills, with excellent presentation software, spreadsheet, and word processing skills
  • Negotiation – Proven interpersonal skills evidenced by successful negotiation management and networking skills
  • Strong team leadership skills and experience with an excellent analytical and problem solving abilities
  • Possess strong relationship management skills and good credit analytical background, with at least 5 years of relevant experience
  • Exceptional leadership and influencing skills combined with excellent communication skills
  • Experience in organizing and leading workshops and retreats; effective public speaking and presentation skills required
  • Excellent writing, communication, and good decision-making skills
  • Engagement with Business Influencers and existing customers displaying good interpersonal skills, professionalism and strong commercial awareness
2

Skills For Junior Relationship Manager Resume

  • Job Knowledge – Good understanding of customer profile, markets and products and good networking skills
  • Experience working with internal and external clients with excellent interpersonal skills
  • Excellent credit/risk assessment skills gained through relevant banking experience
  • Exceptional communication skills - both verbal and written - and sound interpersonal and presentation skills
  • Establish work priorities, organize information effectively, and demonstrate grace under pressure
  • Proven sales track record and strong negotiation skills
  • Good interpersonal skills and the ability to build strong relationships
  • Strong communication and interpersonal skills, and a demonstrated aptitude for managing client relationships
3

Skills For Citibank Berhad Kl-merchant Relationship Manager Resume

  • Excellent credit and risk assessment skills gained through relevant banking experience (background of sound business lending)
  • Global Effectiveness: understanding and effectively managing Citi’s global capacities and complexities; sound credit management; strong internal network
  • Demonstrated history of strong analytical, problem solving and interpersonal skills
  • A highly personable, engaging approach with strong listening skills
  • Demonstrated executive presence and poise. Superior communication (verbal and written), negotiating, networking, and interpersonal skills
  • Good analytical and problem solving skills and detail oriented
  • Proven coaching and development skills in a team environment
  • Excellent interpersonal, organizational, problem-solving, analytical and oral and written communication skills required
4

Skills For Relationship Manager Hnwi Russia / CIS Resume

  • Strong underwriting and credit skillset
  •  Strong planning and organizational skills
  •  Strong interpersonal skills for interacting with all levels of the organization
  •  Possesses strong analytical, problem solving and inter-personal skills
  • Good understanding of the sales process through preferably prior sales experience of 2- 5 years
  • Strong relationship building skills as job requires interaction with various Retail Liabilities branches and DSA/ Channels for business
  • Effectively manage multiple workstreams with high priority
5

Skills For Relationship Manager, Financial Institutions Resume

  • Excellent oral and written communication skills, both in English and Mandarin, are required
  • Good level of people interaction skills
  • Proven negotiation skills in both English and Japanese
  • Strong Leadership and people management skills essential
  • Excellent interpersonal skills for interaction with Financial Advisors, clearing firm, vendors and co-workers
6

Skills For Individual Business Regional Relationship Manager Resume

  • Excellent, professional telephone skills required
  • Possess good organizational and follow-up skills
  • Effective written communication, presentation, and influencing skills
  • Excellent interpersonal, organizational, management, communication, presentation, creative thinking and computer skills
  • Excellent interpersonal skills and the ability to adapt your style to a wide broad range of audiences and situations where necessary
  • Strong communication skills to retain and build client portfolios
  • Professional presentation with excellent verbal, written, and interpersonal communication skills
7

Skills For Relationship Manager, Trading Resume

  • Excellent Microsoft Office suite skills (Excel, Word, PowerPoint)
  • Results-driven, prior sales experience strongly encouraged - Self-motivation is key
  • Effectively prioritize workloads, portfolio opportunities and Member requests
  • Strong people and relationship skills and communication and negotiation capabilities
  • Excellent presentation skills with ability to influence and negotiate
  • Strong communication skills, both verbal and written, and ability to work on several transactions at once
  • Excellent organizational skills and ability to manage and track sales activity
  • Good computer software skills (Microsoft Office)
  • Strong Verbal communications and interpersonal relationship skills
8

Skills For Citigold Relationship Manager Bayshore Resume

  • Strong credit, negotiations, communications, sales, analytical and leadership skills
  • Solid collaborative and influence management skills
  • Good communication/ presentation and interpersonal skills
  • Strong organizational skills including the ability to manage multiple
  • Team-player, co-operates and communicates effectively with regional team members and senior management
  • Strong written communication skills; ability to write clear,structured, articulate, and persuasive proposals
  • Proven customer service skills and the ability to resolve problems
9

Skills For National Relationship Manager Resume

  • Seasoned influencer with strong negotiation skills
  • Strong computer skills (Excel and PowerPoint) required
  • Strong presentation and consultative selling skills
  • Strong MS office (Word, Excel, PowerPoint) skills are required, and any knowledge of CRM databases (such as Salesforce.com) would be an advantage
  • Strong communication and persuasive skills are critical
  • Strong communication and presentation skills, written and verbal, and exemplary telephone etiquette
10

Skills For Cib Relationship Manager Resume

  • Likely to be a graduate with excellent written, numerical and presentation skills
  • Ideally able to demonstrate previous experience of effective financial management (P&L), contract management and negotiation
  • Strong verbal, written communication and presentation skills; including influencing, group facilitation and persuading others
  • Good interpersonal and communication skills including both oral and written
  • Demonstrated decision-making skills in a fast-paced, dynamic environment
  • Excellent relationship-building skills, with the ability to impact and influence others, and interact with partners at all levels
  • Strong organizational skills and comfort operating in a dynamic, fast-paced environment
  • Strong presentation skills using Microsoft’s PowerPoint, Excel and Word applications

List of Typical Responsibilities For a Relationship Manager Resume

1

Responsibilities For Dealer Relationship Manager Resume

  • Demonstrating proactivity in building in-depth knowledge of BlackRock’s full product set and operational capabilities to aid query resolution and to assist with the design and delivery of external communication/reporting
  • Acts as transaction processing consultant for clients providing alternative processing solutions and options. Monitors and analyzes financial consequences of processing methods, and works with clients to minimize their costs in this area
  • Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills
  • Strong verbal and written communication skills, with excellent client service skills
  • Strong organisational skills & interpersonal skills essential
  • Relationship Management skills with excellent communication and presentation skills
2

Responsibilities For Junior Relationship Manager Resume

  • Strong relationship building skills to establish strong relationships with clients at various organizational levels
  • Strong organisational skills, including the ability to prioritise workload to complete within tight deadlines
  • Excellent communicate and proven client relationship management skills
  • Strong customer service ethic; and proven organizational and multitasking skills
  • Effectively work with the regional team to provide excellent client experience
  • Experience with Project Management tools and strong presentation skills are imperative to achieving success in this role
  • Excellent verbal and strong communication skills
  • Skills & Experience – 2 – 3 years of sales experience
3

Responsibilities For Citibank Berhad Kl-merchant Relationship Manager Resume

  • Skills & Experience – At least 2 years’ experience
  • Significant account management skills; demonstrated success achieving revenue goals
  • Strong knowledge of financial modelling, credit and risk assessment skills
  • Strong knowledge of financial statements and credit assessment skills incorporation with background in sound business lending
  • Superior skills for written and spoken communication as well as priority management and planning
  • Strong knowledge of financial statement and credit assessment skills incorporation
  • Strong verbal and written communication skills, computer literacy and client focus Ability to work autonomously
  • Deep relationship management and negotiation skills with a proven track record
4

Responsibilities For Relationship Manager Hnwi Russia / CIS Resume

  • Deep local market knowledge, strong client relationship and negotiation skills
  • Excellent written and oral communication and presentation skills, particularly in conversation with executive-level decision makers
  • Strong credit, structuring and financial analytical skills
  • Strong technical, presentation, and consultative skills; ability to identify areas for improvement and executes process improvements
  • Strong analytical, reporting and project management skills
  • Strong MS office (Word, Excel, PowerPoint) skills are required, including knowledge of CRM databases (such as Salesforce.com)
5

Responsibilities For Relationship Manager, Financial Institutions Resume

  • Work autonomously as well as work in a team with proven analytical, negotiation and problem solving skills
  • Well defined time management and organizational skills operates with a structured approach and methodology to deliver results
  • Strong MS office (Word, Excel, and Power Point) skills are required, and any knowledge of CRM databases (such as Salesforce.com) would be advantageous
  • Excellent communication skills, both verbal and written, in order to properly communicate and resolve customer inquiries
  • Excellent communication and interpersonal skills (verbal, written and presentation) at all levels of the organization
  • Strong project management skills - ability to handle multiple tasks concurrently
  • Strong change management skills and ability to partner with stakeholders at all organizational levels
  • Excellent facilitation and presentation skills and the ability to lead large group presentations; ability to utilize new technology
  • Strong MS office (Word, Excel, PowerPoint) skills are required, and any knowledge of CRM databases (such as Salesforce.com)
6

Responsibilities For Individual Business Regional Relationship Manager Resume

  • Excellent written and verbal communication and interpersonal skills including ability to easily engage others in dialogue and build/enhance relationships
  • Strong verbal and communication skills, computer literacy and clients focus
  • Proven experience in managing organisational change and business process re-engineering projects
  • Effectively managing and developing the performance, talent and future capability of your direct reports
  • Proven Relationship Management, Corporate / Investment Banking, and Corporate Finance experience with multinational corporates
7

Responsibilities For Relationship Manager, Trading Resume

  • Confident public speaking and presentation skills
  • Demonstrated excellence in customer service, including proven ability to become a ‘trusted advisor’ with senior members of client organizations
  • Advanced creative thinking skills and ability execute on projects
  • Possesses ‘attention to detail’ and complex problem solving skills
  • A proven track record in the industry, with several years’ experience working in all aspects of the funds / securities business
  • Overall 7-12 years of experience in corporate banking, MNC RM experience preferable
8

Responsibilities For Citigold Relationship Manager Bayshore Resume

  • Experience in Technical Consulting, I.T. Administration, Support, or Field/Sales experience
  • Credit analysis and marketing skills
  • Inform, educate and influence to effectively set up proposed projects when working with cross-functional counterparts and internal colleagues
  • Proven Relationship Management experience in the Commercial Lending space ($1M-$20M range)
  • Proven Relationship Management experience in the Commercial Property Lending space ($1M-$20M range)
  • Proven Relationship Management experience in the Commercial Lending space (M-M range)
  • Proven experience in a business banking environment
  • Work experience in IT delivery/relationship management and a strong track record of professional success in the consulting services field
9

Responsibilities For National Relationship Manager Resume

  • Superior communication skills up to the "C" level with ability to facilitate establishing executive level relationships with clients
  • Identify own strengths and weaknesses in skills and attributes, review self development plans and ensure cleaning and development are accommodated
  • Credit skills focused on business banking clients
  • Effectively communicating Schwab’s value proposition to senior client contacts
  • Team Selling Skills- Ability to include multiple partners and members of the Company management team. Be the quarterback
  • Skills in negotiation, delegating, client relationship and sales are necessary to service the client relationship
10

Responsibilities For Cib Relationship Manager Resume

  • Combination of sales / account management / relationship building skills and business/financial acumen
  • Sound client acquisition, retention and business development skills
  • Usage and refinement of credit skills
  • Superior client service and relationship management skills
  • Strong communication skill internal and external

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