Senior Relationship Manager Resume Sample
Trevor Effertz
549 Clair Shoals,
San Francisco,
CA
+1 (555) 613 0160
Work Experience
Senior Relationship Manager
06/2017
-
PRESENT
Los Angeles, CA
- Serves as the Trusted Financial Advisor to clients, functions as the Community Development Lending client “expert” and the go-to person for the client
- Assembles and leads a quick response to customer requests. Utilizes other bank product experts to creatively present the full breadth of the bank. Has well developed network of traditional community development project funding resources including debt and equity providers, and Federal Home Loan Bank programs
- Maintains appropriate prospecting effort, including identification, qualification and calling. Consistently balances prospecting efforts and quality client maintenance responsibilities. Stays in touch with CD industry trends and topics such as tax credit policy changes, market factors affecting lease up, and portfolio risk
- Maximizes established Center of Influence (COI) referral network and continues to expand this network
- Identifies cross-sell opportunities and partners with Product Specialists to structure, coordinate and sponsor credit and non-credit products/services
- Leads and drives a culture of creative and strategic thinking to arrive at multiple potential ways to achieve identified client goals
- Maximizes profitability of assigned portfolio by effectively selling the value Key provides
- Takes proactive role in coordinating and underwriting to multiple funding sources for projects and understands and explains to clients the possibilities and limitations in the context of project funding
- Serves on community boards and professional organizations which enhance the profile of the Bank and add value to LMI communities. Is sought out for panel discussions on Community Development industry topics
VP, Senior Relationship Manager
05/2013
-
01/2017
Chicago, IL
- Represents the Bank at public speaking events, ground breaking, and ribbon cutting ceremonies that typically include neighborhood groups, and public officials. Identifies and is available for press release opportunities that highlight client and bank collaboration
- Actively monitor and manage the relationships with various partners and vendors by fully understanding their contracts and/or SLA for the business support they are providing
- Act as the single point of contact for the various Partner / Vendor relationships
- Support the Director by providing exceptionally strong vendor and relationship management, implement and monitor governance processes and provide reporting over the vendor contract as necessary
- Support the Director on a variety of upgrades (e.g., chip certifications, Key exchanges) as required
- Responsible for co-developing distribution plans for Fund trust clients to impact asset growth within the third party intermediary market
- Serves as relationship manager for Fund Supermarkets, Custodians, Broker Dealers and strategic relationships such as third party marketers and distributors
- Consults with broker/dealer, wire house, and distribution platforms proactively through knowledge sharing, efficiency training and education regarding products and services available through NLD helping them manage and grow their business; provides value add recommendations
Middle Market Senior Relationship Manager
11/2008
-
04/2013
New York, NY
- Proactively contacts assigned Fund Trust Clients to implement the desired selling agreements with third party intermediaries
- Correctly and professionally respond to prospects and critical contacts inquiries about Gemini's offering
- Serves as coordinator and facilitator for fund trust calls, campaigns and outreach to clients
- Correctly and professionally respond to questions on sales, the sales funnel, and the database of prospects Communicates with critical contacts on updates about Gemini’s, Northern Lights’ offerings and seeks to uncover broader opportunities to tie additional NorthStar services
- Deliver a high quality service by owning customer engagement, striving for excellence in all interactions with (prospective) customer or other professionals, and always acting according to the highest professional standards
- Ensure that client plans are co-ordinated and the Client Service Teams are in place with product partners and Critical Account objectives accepted, where applicable
- Take a proactive approach to client planning across the portfolio collaborating with product partners and senior management, as appropriate
- Establish an effective working relationship with the Risk Management teams, in order to validate the accuracy of the customer risk profile
Education
Mayville State University
2003 - 2008
Bachelor's Degree in Business
Professional Skills
- Excellent communication skills with demonstrated presentation skills and excellent writing ability (writing sample required)
- Excellent written and communication skills Advanced negotiation skills
- Leadership skills are required, along with excellent time management, judgment, financial analysis, and decision-making skills
- Prior Credit experience Prior Treasury Management experience
- Strong leadership skill with experience in managing and leading deal team in origination and execution
- Excellent consulting skills and able to ask the right questions so as to clearly understand the client’s needs and issues
- Strong relationship building skills, and ability to navigate complex client organisation structures
How to write Senior Relationship Manager Resume
Senior Relationship Manager role is responsible for credit, interpersonal, presentation, financial, business, analytical, relationship, negotiation, clients, analysis.
To write great resume for senior relationship manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Relationship Manager Resume
The section contact information is important in your senior 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
- Telephone number
Work Experience in Your Senior Relationship Manager Resume
The section work experience is an essential part of your senior 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 senior 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 senior relationship manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Relationship Manager resume experience can include:
- Possess strong relationship management skills and good credit analytical background, with at least 7 years of relevant experience
- Excellent sense of credit / risk and good financial analytical skills
- Highly developed interpersonal skills, with the ability to communicate clearly and effectively in a range of different contexts
- Possess strong relationship management skills and good credit analytical background
- Strong interpersonal and communication skills, and a good team player who is able to work with both internal and external partners
- PC knowledge: good presentation & structuring skills in written presentation, quantitative modeling and pitch books (Word, Advanced Excel, Power Point)
Education on a Senior Relationship Manager Resume
Make sure to make education a priority on your senior 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 senior 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 Senior Relationship Manager Resume
When listing skills on your senior 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 senior relationship manager skills:
- Strong credit assessment skills and good interpersonal and communication skills
- Strong verbal and written communication skills, with great client service skills
- Excellent external and internal communication skills as demonstrated in prior roles
- Excellent interpersonal and negotiating skills (both internal and external). Strong understanding of credit underwriting and structuring
- Solid experience in building deposit portfolio, strong cross selling capacity, extensive net work of referral parties and strong engagement capability
- Good knowledge of accounting and finance and strong credit analytical skills
List of Typical Experience For a Senior Relationship Manager Resume
1
Experience For VP, Senior Relationship Manager Resume
- Excellent interpersonal skills with strong written and presentation skills
- Excellent client handling, interpersonal and negotiating skills. Demonstrated ability in succeeding through collaboration
- Excellent interpersonal skills, including fluent verbal and written English
- Strong skill with experience in managing team in origination and execution
- Strong knowledge of financial statements and credit assessment skills (background of sound business lending) in a corporate or institutional environment
- Strong team building skills across many disciplines and expertise
- Detail Oriented and excellent problem solving skills
- Strong Communication skills with assertive attitude
- Sales and Business Development mind set, with excellent interpersonal/relationship management, leadership and negotiation skills
2
Experience For Senior Relationship Manager Learning Resume
- Strong client relationship, interpersonal and negotiating skills
- Good team player with management skills
- Strong, experienced people leader with experience at driving innovative change
- Proven leadership and consensus building skills with a pragmatic approach to delivery
- Good credit analysis skills
3
Experience For Middle Market Senior Relationship Manager Resume
- Top Performer with strong analytical and interpersonal skills
- Strong communication skills in English and Vietnamese (both written & verbal)
- Effectively analyses and manages risk related to assigned portfolio with a view to improving the Bank’s risk/reward exposure
- A proven track record in the industry, with several years experience working in all aspects of the funds / securities business
- Strong sales/client interfacing experience and commercial credit knowledge
4
Experience For Senior Relationship Manager Business Banking Resume
- Demonstrated extensive experience managing large client exposures of greater than $20MM or companies with annual sales greater than $150MM
- Demonstrated experience independently managing senior level/key relationships at client institutions
- Strong understanding of collection process analysis and methodologies. Able to analyze, recommend, implement and validate process improvements
- Proven track record in the corporate banking with strong product knowledge
- Demonstrable problem solving skills and ability to build C-level engagements at client organizations (CRO, CIO, CXO etc)
- MBA with 1 to 3 years’ experience or graduate with 3 years of team leading experience
5
Experience For Senior Relationship Manager, Citi Resume
- Experience within the Banking/Financial Services Sector – Ideally gaining experience across both Commercial and Agri-business
- Understanding of credit underwriting, structuring skills and banking products
- Proven relationship management experience and have worked with a diverse portfolio of clients ($30m to $150m)
- Strong credit assessment and writing skill and credit mindset with high integrity
- Effectively source to prospects and clients
- Experience and proven track record within Card Issuing with focus on Commercial products in general, preferably on Corporate Travel and Procurement products
- Demonstrated experience in working at "C" level with current and Prospective customers and industry thought leaders
- Language skills: English, Spanish (desirable)
- Well developed leadership abilites, with proven experience in achieving results through others
6
Experience For Business Banking Senior Relationship Manager Resume
- Strong ability to manage client relationship with more than 10 years working experience as relationship manger in CC sector
- Proven Relationship Management experience with a focus on the corporate market
- Proven relationship management experience and have worked with a diverse portfolio of clients
- Skills aligned to the competencies in our C&A success profiles
- Proven sales or business development experience
- Works effectively independently but supports a team-oriented approach
- We are looking for someone with superior communication, presentation, interpersonal and listening skills in a phone based environment
7
Experience For Corporate Banking Senior Relationship Manager Resume
- Collaborative and works effectively in a team environment in a formal and informal manner
- Financial Services Experience or Business to Business Sales Experience
- French language skills are mandatory for this role
- Effectively present and communicate information
- Superior relationship management, sales, and business development skills required
8
Experience For GBM BCM Senior Relationship Manager Resume
- Entrepreneurial skills with the ability to recognise trends and act quickly upon market changes
- Impeccable communication skills- both verbal and written
- Good people skill - especially ability to relate to senior management within target client organization
- Fluent written and verbal Spanish language skills required
- Prior Business Development experience and track record
- SWIFT – in depth knowledge of the communication medium to ensure latest developments are effectively applied
- Using strong knowledge of the Bank’s products and services including credit application, pricing and underwriting
9
Experience For SME Senior Relationship Manager Resume
- Having an existing relevant client network and understanding of Japanese markets is key. Asia experience also is helpful
- Assisting the business owner with credit facilities like Home Loan/ Car Loan/ LAP/priority credit card/etc
- Having experience with US GAAP and IFRS is a requirement
- Advanced knowledge of the qualified plans including experience with completing/drafting/interpreting plan documents, recordkeeping, and plan administration
- Banking/Accounting/Finance experience required with emphasis on commercial or asset -based lending
10
Experience For Senior Relationship Manager, Private Credit Resume
- Proven track record of prospecting new business and enhancing existing relationships in the Ventura/Santa Barbara market
- Proven track record of prospecting new business and enhancing existing relationships in the Salt Lake City market
- Proven track record of prospecting new business and enhancing existing relationships in the Fresno market
- Proven track record of prospecting new business and enhancing existing relationships in the Chicago market
- Experienced at networking and prospecting new clients and creating builder finance relationships
- Drive revenue by prospecting and building pipeline while building strong personal relationships with your clients
- Completes or oversees completion of RIA onboarding processes and provides initial training and consultations with RIAs throughout the onboarding experience
- Experience in credit structuring,cross selling and commercial real estate lending
- Drive revenue by building pipeline from our existing business, while maintaining strong personal relationships with your clients
List of Typical Skills For a Senior Relationship Manager Resume
1
Skills For VP, Senior Relationship Manager Resume
- Strong written and verbal communication skills including confident public speaking and presentation skills
- Excellent organizational, analytical, and time-management skills, being able to manage and prioritize multiple projects concurrently
- Strong customer service skills, with a demonstrated ability to negotiate and also identify and meet the customer's financial banking needs
- Sound judgement and demonstrated record in effective relationship management with high level communication and negotiation skills
- Strong written and verbal communication skills with excellent presentation abilities
2
Skills For Senior Relationship Manager Learning Resume
- Strong business acumen, excellent interpersonal and communication skills
- Excellent interpersonal, verbal and written communication skills and a demonstrated ability to communicate complex facts to a variety of people
- Excellent organisational skills to manage multiple priorities under pressure and proactive management and resolution
- Great commercial acumen, and a proven record of building effective professional relationships and delivering excellent standards of customers service
- Clear understanding of financial statement analysis and strong accounting skills
- Strong leadership skill with experience in managing and leading team in origination and execution
3
Skills For Middle Market Senior Relationship Manager Resume
- Strong credit skills, including cashflow lending
- Demonstrated problem-solving and analytical skills including a technical aptitude
- Good objection handling skills and ability to manage end to end technology sales cycles
- Good managerial skills with emphasis on planning and organization
- Strong leadership, planning, and organizational skills
- Excellent communication skills with fluency in spoken and written English and German as a working language would be an asset
- Excellent cross-selling and credit assessment skills
- Management experience, including project and change management skills
- Renewal Management experience to effectively retain/grow revenue during renewals
4
Skills For Senior Relationship Manager Business Banking Resume
- To have a strong collaborative ethos and have great interpersonal skills
- Strong consultative selling skills with ability to confidently offer recommendations resulting in high customer satisfaction and engagement
- Extensive years of experience in Banking/Finance. Proven performance and broad Relationship Management experience with a focus on the corporate market
- A collaborative team player with excellent listening, presentation and negotiation skills
- Time management and organizational skills to manage multiple deadlines, asks and priorities
- Effectively prioritize workloads, portfolio opportunities and Card Member requests
5
Skills For Senior Relationship Manager, Citi Resume
- Excellent analytical skills, eye for detail and accuracy
- Excellent interpersonal and communication skills to play role as trusted advisor to IFM
- Excellent communications skills and in-depth knowledge of the company's products and services
- Has strong communication skills and work well as part of a team
- Strong credit authorization skills
- Strong interpersonal skills and comfort with navigating across large organizations on behalf of clients
- To be highly collaborative and have good teamwork skills
- Strong internal / external stakeholder management skills and a passion for delighting customers
6
Skills For Business Banking Senior Relationship Manager Resume
- Commercially savvy sales professional with strong influencing and negotiation skills
- Strong MS Office Skills with an emphasis in excel
- Good inter-personal relationship skills
- Good liaison/ negotiation skills with stakeholders (including clients and internal stake holders)
- Excellent written and verbal communication skills and possess the ability to draft technical procedures and process documentation
- Developing and maintaining strong effective working relationships with all key stakeholders, internal and external
- Helping the partner functions to effectively close/ monitor the deal
- Outstanding interpersonal and negotiating skills (both internal and external)
- Effectively outmaneuver competitors by positioning and driving value to customers
7
Skills For Corporate Banking Senior Relationship Manager Resume
- Advanced marketing skills and willing to work the details personally
- Communicate effectively with individuals of varying technical understanding and all levels of leadership
- Solid experience in cross-selling cash and trade, treasury, capital market and investment banking products
- Experience working with less experienced team members to mentor and develop them, sharing expertise and insights
- Solid experience in cross-selling cash management, trade / factoring, treasury products, etc
8
Skills For GBM BCM Senior Relationship Manager Resume
- Proven strategic business development and negotiating experience
- Demonstrate effectiveness in dealing with client organizations, especially top management
- Prior experience in client coverage of global fund managers (including traditional and alternative managers), with a geographical focus on Spore/HK
- Interpersonal skills needed for coordinating across various departments to deliver a solution to the customer
- Strong analytical capabilities and experience in the areas of credit risk, financial modeling and valuation analysis is highly desirable
- MBA with 1 to 3 years experience or graduate with 3 years of team leading experience
- Analytical thinking with integration skills is also required
9
Skills For SME Senior Relationship Manager Resume
- Effectively manage deal teams, fostering collaboration, towards goals
- Strong experience and knowledge of underwriting loans and investments related to business; such as CDFI, CDE, EQ2, PRI, SBIC
- Develop a strong sense of clients’ needs and good knowledge of the Bank’s product offering
- Sales driven mentality with a strong business development acumen Good knowledge of the “Buying” behavior of Funds
- Overall 7-12 years of experience in corporate banking, MNC and large corporates RM experience in Bangalore and Hyderabad preferable
- Demonstrates strong work ethic, high energy level / roll up the sleeves approach in order to back-up other RMs as needed
- Superior sales skills including consultative sales expertise
- Be a team player with outstanding interpersonal skills and an ability to successfully
- Demonstrated experience in the development and management of legal frameworks to govern partnerships and service delivery arrangements
10
Skills For Senior Relationship Manager, Private Credit Resume
- 7 to 10 ten years experience in tax credit investment, community development lending, or commercial real estate lending with demonstrated credit acumen
- Experience in community development lending, or commercial real estate lending with demonstrated credit acumen
- Problem-solving skills and adaptability to the rapidly-changing requirements of the business
- Leverage technology and tools to effectively deliver Business Banking products and services, and identify and refer profitable sales opportunities
- Well-developed influencing skills, to promote/negotiate acceptance and implementation of ideas and concepts
List of Typical Responsibilities For a Senior Relationship Manager Resume
1
Responsibilities For VP, Senior Relationship Manager Resume
- Solid commercial banking experience and strong in relationship management with clients
- Analytical thinking with integration skills, ability to pay attention to details, to set priorities and to work under pressure
- Work responsibly; work with a team with proven analytical, negotiation and problem solving skills
- Strong credit skills and fluency in written and verbal presentations in English
- Influencing, communication and presentation skills with an ability to manage multi party negotiations
- Diversified and proven deal making / sales experience in corporate and investment banking
- Good knowledge and working experience to access Citi’s banking service capacity in global networks and in local markets
- Proven experience providing direction, training, development, and performance management to team of talented individuals
- Five (5) or more years of business lending experience within the target segment or Ten (10) or more years of business lending experience overall is required
2
Responsibilities For Senior Relationship Manager Learning Resume
- Exceptional analytical, organizational and business planning skills
- Works with team to develop specific marketing strategy that effectively increases market
- Highly effective and demonstrated sales and marketing abilities
- Ten (10) or more years of banking experience or Twelve (12) or more years of business to business sales experience is required
- A proven track record in the industry, with a preference for at least 8-10 years’ experience working in all aspects of the funds / securities business
- Strong ability to demonstrate commercial thinking in respect to client, and articulate that into measurable outcomes
- True team player, entrepreneurial mind-set and outstanding personal and communication skills, both written and verbal
- Good knowledge and experience in Automotive industry
3
Responsibilities For Middle Market Senior Relationship Manager Resume
- Delivering an excellent client service
- Obtaining new clients with good track records that meet the credit appetite of Maybank
- Proven track record of prospecting new business and enhancing existing relationships in the St. Louis market
- Proven track record of prospecting new business and enhancing existing relationships in the Denver market
- Proven track record of prospecting new business and enhancing existing relationships in the Houston market
- Experience working in the recruitment consulting, technology or staffing industry
- Proven track record of prospecting new business and enhancing existing relationships in the Kansas City market
- Working experience in the corporate banking SME business sector
4
Responsibilities For Senior Relationship Manager Business Banking Resume
- Results-oriented, resourceful and good business connections in identifying and developing business opportunities
- Professional-level inside sales/enterprise experience meeting or exceeding quota
- Experience in credit structuring and cross selling
- Overall 8-10 years of experience in wholesale banking & managing corporate relationships in Delhi-NCR from last 3-5 years
- Sound understanding of credit and experience of writing proposals
- Experience carrying a revenue target with a hunger for sales and long term relationship building
- 5–10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio Management experience in the business banking or middle market sector
- Experience in negotiating and structuring commercial loans
5
Responsibilities For Senior Relationship Manager, Citi Resume
- Experience in handling private banking business and knowledge of its related risk management and compliance requirements
- Experience in negotiating and structuring commercial loans
- Experience with SaaS sales, sales hunting/farming and Salesforce.com platform
- A successful track record in effective coaching, to support your team achieving success
- Good knowledge of local legislation & guidelines relating to the banking industry
- Commercial banking (not lending) experience
- Experience of managing and using Silverpop
- Develop and maintain an exceptional team of Relationship Managers that provide GCC client’s with a seamless, integrated and empowering service experience
- Seven years of commercial portfolio management or commercial lending experience
6
Responsibilities For Business Banking Senior Relationship Manager Resume
- Client relationship experience and track record of managing key clients is essential
- Experience in managing large institutional relationships
- Sales and marketing experience and broad industry knowledge
- Self-motivate, to develop periodic goals, and to adapt quickly to changing priorities is necessary to keep pace in this work environment
- Procure smooth coordination & good working relationship with product lines, risk function and other business units
- Experience in Corporate Banking and Client Coverage areas
- Experience with Middle Market lending required
- Sales experience in a closing role in SaaS sales or recruitment agency
- Seven years of experience in the field of community development credit and investment alternatives and/or commercial lending
7
Responsibilities For Corporate Banking Senior Relationship Manager Resume
- Sales experience with SaaS and/or e-learning
- Sales experience in a staffing agency
- Over 8 years of relationship management experience in corporate banking
- Experience in Commercial and Investment Banking
- Demonstrated ability and comfort to work with multiple stakeholders and levels of, including senior levels of the organization
- Good industry knowledge of equipment finance and leasing
- Experience originating Commercial Loan and Cash Management products
- Good knowledge of Bank’s commercial lending and deposit products and services, and customer profitability model
- Relationship management experience in the private banking sector
8
Responsibilities For GBM BCM Senior Relationship Manager Resume
- Broad based commercial lending/corporate finance experience within healthcare
- Experience in Credit Underwriting
- Experience in Sales and Marketing
- Relationship management experience in the banking sector
- Normally requires 10+ years commercial banking experience
9
Responsibilities For SME Senior Relationship Manager Resume
- Broad based commercial lending/corporate finance/relationship management experience in healthcare
- Broad based commercial lending/corporate finance/relationship management experience
- Commercial banking experience
- Normally requires 5 years commercial banking experience
- Previous experience working within a travel or a lifestyle role is essential
- A passion for, and proven ability to work successfully within a premium customer servicing and sales environment is essential
- Experience of portfolio management with strategic business planning is desired
- Experience with SaaS sales and/or recruiting
- Experience in relationship management speaking to C-level users
10
Responsibilities For Senior Relationship Manager, Private Credit Resume
- Proven record of driving results in an enterprise sales team
- Broad based commercial lending/corporate finance experience
- Quota driven technology/solution selling experience
- Has a good understanding of the Internet and Cloud Technologies
- At least 8 – 10+ years of broad based commercial lending/corporate finance/relationship management experience
- Excellent credit risk and deal structuring knowledge
- High level of self-motivation, strong engagement and commitment to responsibilities with constructive problem-solving nature
- Demonstrated consultative sales ability managing complicated B2B relationships
- Strong client focus and a track record of exceeding client expectations
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