Relationship Support Resume Sample
Janet Hessel
6171 MacGyver Point,
Phoenix,
AZ
+1 (555) 349 6351
Work Experience
Relationship Support Unit Head
02/2018
-
PRESENT
Detroit, MI
- Maintain knowledge of independence rules and policies; contract administrative processes; data protection and privacy laws, regulations, technologies, emerging trends, developments and best practices; procedures when analyzing accounting transactions and accounts; the firm’s procurement policies, and other general policies of the firm
- Liaise with appropriate business – Independence, General Counsel’s Office (GCO), Procurement, etc. – regarding communication and deliverables
- Maintain master list of corporate contacts and clients with Engineering assignments
- Collect and analyze Engineering processes and controls for time management
- Record and maintain records of Personal Time Off days and other time-off benefits
- Administer new hire and termination procedures including office access, furniture and supplies management, and computer network arrangements
- Prepare pre-call materials for CRM customer sales calls. Perform customer/competitor Internet research for CRM sales calls
Relationship Support Spec
02/2014
-
11/2017
San Francisco, CA
- Update prospect records and time sensitive ticklers as needed to reflect new customer On-Boarding process. Track correspondence in sales tracking system
- Answer phones and assist customers with appropriate lines of business to service their needs
- Maintains Relationship Managers agendas and prepares expense reports and documents results of RM’s business trips
- Provide administrative support such as travel planning, expense report processing, data input (CLO and REACT, among others), and phone support for bankers
- Maintain appropriate levels of office supplies for bankers. Lead any major technical help issues to resolution for the team
- Primary new hire liaison for bankers and new employees. Assist by being resourceful to all aspects of benefits, compliance training, new testing requirements, and if applicable, to BBVA human resources
- Be able to act in a training capacity for the on boarding of new peer level RSSs
- Compliance training & Regulatory Audit support
- Internal expense management and communication of expense related bank policy
Deposit Relationship Support Clerk
08/2008
-
09/2013
Phoenix, AZ
- Act as universal banking product champion to assist in dissemination of quarterly promotions
- Event Planning & marketing, and IT Video conferencing
- Ensure compliance with Citi’s established controls, policies and procedures to reduce risks of fraud, operational, documentary, information security, reputational, as well as prevent regulatory breach
- Participate in meetings with area leadership, general counsel’s office (“GCO”) and risk management
- Understand and apply key requirements of firm and regulators’ independence rules and policies
- Responsible for managing and updating the FAQ’s page within the websites
- Willingness to see things from the customer’s perspective and put the customer first
- Apply judgment to initial consultations and/or submission reviews and rapidly develop an understanding of key requirements of firm and regulator’s independence rules and policies
- Design unit processes according to Citi’s established controls, policies and procedures and ensure compliance with these to reduce risks of fraud, operational, documentary, information security, reputational, as well as prevent regulatory breach
Education
Keiser University - Daytona Beach Campus
2004 - 2008
Bachelor's Degree in Business
Professional Skills
- Strong organizational skills and ability to effectively deliver quality and timely results against multiple priorities
- Strong computer skills, including experience with all Microsoft Office applications and internet applications. Proficient with Microsoft Access
- Strong communication / presentation skills (both written & verbal)
- Demonstrating a high level of critical thinking skills and problem solving techniques
- Proficient computer skills including Microsoft Office Suite, Google Suite and internet applications
- Coach team members and develop skills
- Strong understanding of Federal Banking regulations and Federal Reserve rules, as well as Bank policy as it relates to Deposit Operations
How to write Relationship Support Resume
Relationship Support role is responsible for microsoft, credit, retail, training, database, reporting, design, research, travel, access.
To write great resume for relationship support job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Relationship Support Resume
The section contact information is important in your relationship support 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 Support Resume
The section work experience is an essential part of your relationship support 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 support 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 support position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Relationship Support resume experience can include:
- Assist department manager with maintaining and updating the Trips and Exception Processing systems controls to ensure correct processing to clients’ accounts
- Manage the team to effectively adhere to all necessary risk, credit and operational procedures
- Experience in ACH, wire servicing, account set up, and/or administering of Treasury products
- Generate Sales in Process, Sales Calls Activity Logs, Strategic Partner Interaction Inspection and Loan Pipeline reports and distribute to City President and RMs for weekly sales meeting. Other sales management reports as needed
- Ensure effective and continuous dialogue within the RM Support team(s)
- Experience consumer lending
Education on a Relationship Support Resume
Make sure to make education a priority on your relationship support resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship support 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 Support Resume
When listing skills on your relationship support 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 support skills:
- Excellent organizational and communication skills (verbal and written)
- Three or more years banking experience in a client servicing role
- Experience in utilizing FIS , Windows 7, Microsoft Office (Word and Excel) and Lotus Notes
- Previous experience working as a client support manager
- Self thinker with experience working through issues and ability to understand and deliver on the partners expectations
- Previous experience working as a client support manager
List of Typical Experience For a Relationship Support Resume
1
Experience For Relationship Support Unit Head Resume
- Improve onboarding cycle time by having service/process professionals responsible of coordinating the process timely completion
- Pull daily sales tracking reports, distribute to RMs and make sure sales calls are updated in sales tracking system
- Prepare briefing memos for Strategic Partners to be distributed during quarterly roundtable meetings
- Review marketing leads reports to help bring RM attention to leads that have not been contacted
- Maintain customer/prospect Tier Ranking process. Make sure customer/prospect ranking is tracked and linked appropriately
- Coordinate business development projects/initiatives implemented through marketing, sales and operations. Assist RM with Medical team initiatives as needed
2
Experience For Relationship Support Specialist Resume
- Assist RM with REACT initiatives by making sure critical data, response and other information is consistently maintained and documented
- Improve Banker’s and Product manager’s sales time by transferring low complexity, control and administrative tasks to a comprehensive RSU
- Review RPM reports to ensure customer accounts are linked to appropriate relationships
- Prepare pre-call materials for RM customer sales calls. Perform customer/competitor Internet research for RM sales calls
- Update prospect records and time sensitive ticklers as needed to reflect new customer On-Boarding process. Track Day 2 and Day 45 correspondence in sales tracking system
- Initiate courtesy check-in calls, follow-up calls and action plans for key prospects and customers
- Educate business clients with information on new products and product offers
3
Experience For Relationship Support Spec Resume
- Recognize cross selling opportunities and refer business clients to Investments, Insurance, Wealth Management, International Wealth Management, FRMG, Leasing, Merchant Services, Retail and Treasury Management
- Manage content of customer credit file portfolio and ensure files are up to date for market’s shared drive
- Answer phones and assist customers with appropriate lines of business to service their needs.
- Manage and provide full support to the Relationship Support Unit (RSU) to ensure adherence to the standards & guidelines established by local & regional policies
- Ensure timely transaction processing, according to the customer’s segment, by coordinating the different processing units and providing a client view of processing cycle-time
- Ensure team meets all audit & control requirements
- Responsible for the development of strategic goals and objectives
List of Typical Skills For a Relationship Support Resume
1
Skills For Relationship Support Unit Head Resume
- Liaise and work with CMB team(s) and colleagues to ensure best possible experience and outcomes for customers, employees and the Bank
- Effective interaction with teams within CMB, Service Delivery, Credit Risk and across the wider Bank
- Understanding of consumer lending legal and regulatory requirements
- Working knowledge of computers as well as Excel and Word program
- Thorough understanding of accounting principals
- Preferably Supervisor/Coordinators specializing in Banking/Financial Services or equivalent
2
Skills For Relationship Support Specialist Resume
- Provide administrative support such as travel planning, expense report processing, data input (CLO and REACT, among others), and phone support for RMs
- Assist in scheduling appointments and managing each RM’s daily calendar
- Coordinate business development projects/initiatives implemented through marketing, sales and operations
- Ensure clarity and accuracy when conveying information to senior / line management
- Ensure timely and accurate maintenance of customer information, including KYC requirements in Group systems
- Position requires the need to work varied hours/days, including occasional overtime as workload dictates
- Assist client’s inquiry on daily transactional related, additional account opening, account closure, urgent funds recall
3
Skills For Relationship Support Spec Resume
- Make decisions with a clear focus on all potential consequences
- Actively engage supported RMs client base to identify and refer value added cross-sell opportunities. Includes assisting bankers to navigate the bank’s marketing tools and current bank promotions
- Other Loan related programs: Internal divisions require the uniform handling to prepare documents for processing clients’ requests, such as loan research, reversing fees, wire transfers, loan payoffs, advances, payments, collateral release, loan maintenance, monitor past dues and billing (review monthly invoices)
- Where possible, enhance and develop mutually beneficial relationships with clients
- Ensure consistency in deliverables across regions and segments
- Display courageous integrity in all dealings
4
Skills For Business Banking Relationship Support Specialist Resume
- Ensure operational losses and fraud are minimized
- Maintain awareness of operational risk within assigned portfolio and minimize the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting
- At least five years’ experience in an Administrative Coordinator role
- Identify, problem solve and exercise the use of good judgment with respect to issues/circumstances as they arise
- Prioritize projects and delegate tasks appropriately to staff
- Self-motivated with the ability to prioritize and manage tasks in a fast paced environment
5
Skills For Deposit Relationship Support Supervisor Resume
- At least four years of experience in a similar support or administrative capacity
- 10 – 14 DOE and educational background
- Strong leadership, verbal and written skills with the ability to effectively interface with staff, internal business clients, operations teams and internal audit
- Self-starter with ability to manage multiple tasks/projects
- Motivate and manage staff to provide quality services
- Coordinate cross functional meetings
6
Skills For Senior Team Manager Relationship Support Resume
- Communicate with business resources across diverse business units
- High proficiency with Microsoft programs, including Word, Excel and PowerPoin processing and spreadsheet programs; familiarity with Alnova, ECF, and other bank systems
- Some/general understanding of the banking industry
- Align resources and opportunities to build trust within core and extended teams to ensure the client’s needs are met
- Obtain RM confirmation before process transactions for approval
- Working closely with Citiservice to monitor transactions and ensure there is no late due to lapses happen due to technical errors to lapses by the clients such as irregular or wrong check signatures, unintended temporary account excesses, etc
- Responding to client queries in a timely, accurate and relevant manner
7
Skills For Deposit Relationship Support Clerk Resume
- Pricing AP/AR / LX Availment Transaction: upon email instruction / Approval from RM, RS prepare pricing email to be approved by Authorized Signer as per LOP (RS provide current outstanding based on system, total facility based on CA), and transaction which is proposed) RM to provide justification on the pricing requested
- Open-minded, transparent, team-worker
- Transactions (Back up)
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