VP Relationship Manager Resume Sample
Aryanna Kovacek
9084 Beatty Ridges,
New York,
NY
+1 (555) 703 1481
Work Experience
VP, Relationship Manager
05/2016
-
PRESENT
Chicago, IL
- High quality, high touch contact
- Develop strong relationship with key decision makers at across assigned client relationship
- Cross sell all ERS solutions and surface ENV opportunities
- Establish/renew/renegotiate all contracts with assigned accounts
- Develop sales strategies for each assigned account
- Work with assigned ERS client manager on day to day management of clients and new project timelines
- Work in a matrix environment and support Senior Leadership team on business development
VP Relationship Manager
02/2010
-
03/2016
San Francisco, CA
- Understand the competitive climate and value proposition of ERS
- Active participant with industry conferences
- Direct distribution projects, events and initiatives
- Work to strategically with Partner firms to increase AUM
- Work closely with marketing for product sales initiatives
- Successfully build and maintain strong client relationships
- Act as liaison between Home Office and all departments within ENV
FVP / VP, Relationship Manager
04/2003
-
10/2009
Detroit, MI
- Work with Partner firms to set annual goals and initiatives
- Understand the industries competitive climate and value proposition of ENV
- Coordinate semi-annual on-site meetings for Partner firms and quarterly calls with Emerging clients
- Work with PMO and IM teams during time of implementation
- Create Client Summaries for Partner accounts
- Provide support to team as well be a backup resource while others on team is traveling and/or out of the office Work with India RFP Support team to complete RFP, work with appropriate SMEs and product team to do a final business review of RFP before going to Compliance
- Industry experience in sales or client facing management role
Education
University of Pittsburgh at Bradford
1997 - 2002
Bachelor's Degree in Accounting
Professional Skills
- Strong multi-tasking, project management and organizational skills
- Excellent relationship management and people management skills
- Apply strategic and critical thinking as well as demonstrate solid problem solving skills
- Strong verbal and written communication skills. The ability to take complex capital markets and product information and distill down to key points is critical
- A deep understanding of their role as a key builder and protector of the strong CCB culture that enables our teams to deliver remarkable experiences to clients
- Superior communication, interpersonal and listening skills and the ability to take a consultative approach when interacting with clients
- Utilize referral selling skills and other creative marketing approaches to uncover additional clients not presently within the provided database
How to write VP Relationship Manager Resume
VP Relationship Manager role is responsible for credit, database, mainframe, software, negotiation, security, retail, finance, securities, training.
To write great resume for vp relationship manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For VP Relationship Manager Resume
The section contact information is important in your vp 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 VP Relationship Manager Resume
The section work experience is an essential part of your vp 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 vp 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 vp relationship manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative VP Relationship Manager resume experience can include:
- Effectively set expectations, able to multi-task accurately and efficiently as well as strong time management skills
- Excellent client services experience
- Planning and conducting effective in-person and/or phone meetings
- Analyzing data to inform priorities, decisions and to create a point of view to share with your clients
- Excellent understanding of financial planning, wealth management and understanding client need
- Excellent judge of potential qualified clients/deals. Expert at structuring deals to balance risk and reward
Education on a VP Relationship Manager Resume
Make sure to make education a priority on your vp 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 vp 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 VP Relationship Manager Resume
When listing skills on your vp 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 vp relationship manager skills:
- Strong relationship management/building, customer service, time management and prioritization skills
- Strong analytical skills and credit background with proven ability to determine credit worthiness of potential borrowers
- Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
- Experience in a financial sales environment with proven results
- Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships
- Prioritizing clients accurately and developing territory management strategies
List of Typical Experience For a VP Relationship Manager Resume
1
Experience For VP, Relationship Manager Resume
- Middle market lending experience
- Handle an existing portfolio of middle market clients
- Service and cross sell existing clients. Revenue goals include overall year over year revenue growth
- Work with credit and underwriting to comply with all credit requirements as well as all policy matters
- Partner with constituent departments such as underwriting, credit, Treasury management sales, Capital markets, Wealth & Asset Management, etc
- Can lead senior level, executive meetings with support
- Previously worked with C level executives
- Present in small and large in person meetings as well as over WebEx
2
Experience For AVP / VP, Relationship Manager Resume
- Develop and negotiate structuring recommendations within context of firm’s credit policy and philosophy. Produce high quality credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigates
- Responsible for the integrity of Borrower’s loan data in internal credit systems; responsible for maintaining accurate internal credit ratings
- For CCB, that means a negotiator
- Implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace
- Proactively identifies issues and restructures relationship to mitigate potential future risk
- Maintain frequent interaction with centers of influence, diverse industry segments,
- Through extensive involvement, lead local community awareness that the bank is
- Identifies and cultivates new sales opportunities through multiple mediums (meetings, phone, email, conferences, inbound website leads, and more)
3
Experience For FVP / VP, Relationship Manager Resume
- Develops and maintains a CSAM focus on wirehouse, Broker/Dealer, and potentially Registered Investment Advisor channels in a pre-defined sales territory
- Leverages Product Specialists with specific quarterly targets of face to face client meetings
- Maintains a high level of attention to detail managing all respective sales activities (notes, follow-ups, emails, meeting/call reports) within Asset Management’s CRM tool
- Team player with ability to learn and think quickly
- Work independently to produce a pipeline of new business opportunities
- Pre-qualify all new opportunities. The pre-qualification process includes gathering initial credit package, analyzing initial credit risk, preparing a deal screen memo, determining appropriate loan structure, preparing a term sheet and preparing an ROE analysis
- Preparation of credit proposals and all ongoing credit monitoring is the responsibility of the underwriting department but the RM's ability to partner with underwriting is integral to his/her success
4
Experience For VP-relationship Manager, San Diego Resume
- Work with the state, external clients and internal Ascensus partners to define services and prioritize requests
- Identify, understand and work with the Board to prioritize project requests
- Drive complex contract renegotiations
- Keep management abreast of client developments
- Research, champion, advocate and follow through on issues/questions
5
Experience For Commerce Solutions VP Relationship Manager Senior Resume
- Make recommendations on new products and services dependent on client input and general industry
- Review client’s accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank
- Serve as single point of contact for day-to-day client relationship management for the Boards with ultimate accountability in regards to overall client satisfaction of the relationship, plan direction and associated deliverables
- Build and maintain a strong relationship with the Board
- Coordinate communication with the Board and all Ascensus business areas
- Ensure Ascensus’ compliance with all aspects of committed services
- Ensure client satisfaction with Ascensus and other key relationships through consistent informal and formal client contact. Continually strive to meet contractual commitments, service levels, client retention, satisfaction and growth
- Participate in quarterly board meetings
- Oversee service level agreements
6
Experience For VP, Relationship Manager Third Party Sales Resume
- Be a thought leader and champion for ORSP
- Identify, resolve and report on issues and concerns as the arise
- Become a state sponsored retirement plan (SSRP) industry expert and thought leader
- Serve as an external and internal expert source of SSRP knowledge
- Represent Ascensus in SSRP industry affairs
- Ensure Ascensus remains at the forefront of the SSRP industry
- Develop and manage to an annual plan and budget, including identification of client priorities and goals for each year. Regularly re-evaluate goals in order to tighten direction, objectives and initiative based on budget, market environment and results year-to-date
- Oversee the overall plan budget
7
Experience For VP-relationship Manager, Orange County Resume
- Manage and coordinate business requirements, implementation and launch of strategic initiatives, including product enhancements, new resources, and material product changes for both key partners and Ascensus, such as innovative tools, fund changes, website redesigns and conversions
- Work with external financial auditors to compile and consolidate annual audited financials to be reported and accounted for in the states’ CAFR on an annual basis
- Collaboration with internal marketing, implementation, reporting, development, operations, and legal teams to deliver on client requests, in coordination with investment management partners
- Excellent cooperative leadership skills
- Excellent interpersonal skills and a team orientation
- Experience in either the institutional trading, prime brokerage and /or portfolio is desirable
- Experience/training in a trust department required
- Investment related experience
- Compilation and reporting on plan metrics to all partners on a daily, weekly, monthly and quarterly basis
8
Experience For Associate VP to VP, Relationship Manager Resume
- Understand and report on program successes, concerns and opportunities
- Manage analysis, development and delivery of quarterly and annual management reports and investment reviews with clients adhering to state/plan investment policies and ACS investment oversight procedures
- Experience and/or strong knowledge of retail IRA products
- FINRA Series 6 or 7 and 63 licenses
- Investment product and operations knowledge
- Moderate travel required (up to 25%)
- Represents the company in contacts with customers, attorneys, beneficiaries and other related parties
- Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), additionally is required to develop new business for First American Trust
9
Experience For VP-relationship Manager Resume
- Establishes account relationships on accounting system; obtains, directs and updates the account inventory values, account assets and account relationship information; monitors account activity ensuring compliance with established policies and procedures, rules and regulations
- Willing to learn how to efficiently use unfamiliar databases, a willing helper with your team and with employees in other departments; good with meeting deadlines and shifting priorities
- Develops and manages a portfolio of primarily private clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients
- Partner with the global EII portfolio management team to oversee the portfolio management of the local ETF platform, including managing index changes, corporate actions, and securities lending
- Partner with product development team to launch new products, and intra-day valuation solutions, ensuring strong execution and stakeholder management
- Partner with the sales team and sales leadership to provide product, trading and capital markets expertise to clients
- Develop and manage broker-dealer and market maker relationships
- Self-starter that can thrive in a small and entrepreneurial office
10
Experience For Senior Associate / VP-relationship Manager Resume
- Engage and coordinate with other global offices to successfully complete projects and initiatives
- Either of (i) Asset Manager Accreditation by the CVM, pursuant to CVM Instruction 558 or (ii) CFA, CAIA, CGA (ANBIMA) certifications shall be considered a differential
- Serve as the main point of contact and representative of the iShares products to the capital markets eco-system, and oversee the smooth day-to-day functioning of the primary market for all iShares ETFs
- Partner with sales to deliver ETF trading insights and execution/liquidity guidance to clients as a valued added service and manage trading inquiries from clients
- Leverage global colleagues to bring capital markets best practices and evolving them to be value added to the Canadian Market
- Assist and lead team in launching new products, basket structuring, and intra-day valuation solutions, ensuring strong capital markets support from the market participants
- Develop and pitch ideas to augment client relationships and obtain transaction mandates
- Generate ideas / source transactions and pitch M&A financing ideas to clients across the capital structure, cross-sell various corporate and commercial banking products and services to a diverse client base
List of Typical Skills For a VP Relationship Manager Resume
1
Skills For VP, Relationship Manager Resume
- Excellent communication skills and ability to reach out and connect with C-level
- Demonstrated experience of cultivating relationships with high value clients
- Effectively chair several meetings daily with clients across a wide range of different profiles
- Proactively educating and managing consultants in multivendor relationships to position for consolidation in TEM
- Experience negotiating and driving complex financial, operational, legal/compliance and technology contracts
- Industry related experience with 1-3 years in a marketing/relationship management function
2
Skills For AVP / VP, Relationship Manager Resume
- Develop existing and new relationships and build effective relationships with clients to retain and develop sustainable relationships
- Experience in financial services managing institutional relationships
- Analyze data to inform priorities, decisions and to create a point of view to share with your clients
- Analyze data to inform, prioritize decisions and to create a point of view to share with your clients
- Sales & Client Management experience
- Continually builds a network of internal and external centers of influence to further enhance the client experience and to exceed customer’s expectations
3
Skills For FVP / VP, Relationship Manager Resume
- Acts as a portfolio manager for high value clients to ensure enhanced client experience
- Strong knowledge of loan structuring, pricing dynamics and debt capital structure across corporate ratings grid
- Commercial lending experience
- Skillful in working with Excel, PowerPoint, Bloomberg
- Vast knowledge of corporate banking products in order to generate ancillary business, deepen relationships with clients and provide effective solutions
- Relevant work experience in the Mutual Fund Industry
- Organize and prioritize own work schedule on a short-term and long-term basis
- Financial sales experience
4
Skills For VP-relationship Manager, San Diego Resume
- Strong knowledge of Canadian equity market structure
- Experience and knowledge of Exchange Traded Product Structure and associated regulatory environments
- Direct client and/or financial services experience in Sales or Relationship Management function
- Direct experience in RIA, Custody or Brokerage industry
- Relationship Management or Client Service experience; preferably within Retirement/401K industry
- Experience managing a portfolio of clients
- Effective use of tools and information to drive client service delivery and RBWM performance
5
Skills For Commerce Solutions VP Relationship Manager Senior Resume
- Relevant Trade & Commodity Finance experience
- Developing a comprehensive, relationship management strategy, including business planning, for your book of business
- Creating opportunities to diversify revenue via cross selling, PASw, HSA, SDB, RHTS, FHM and consulting opportunities
- Developing and implementing business plans and goals for the territory
- Communicating & influencing
- Assuming primary relationship management responsibility for a complex portfolio of clients
- Properly planning, influencing, and implementing Fidelity solutions to address needs
- Thorough understanding of the retirement plan marketplace including a working knowledge of ERISA
6
Skills For VP, Relationship Manager Third Party Sales Resume
- Manage the entire end user sales process including prospecting, gather a financial package for Risk analysis and closing via sales presentations
- Expert at recognizing early warning signs and closely monitors clients to anticipate changes in risk rating
- The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives
- Exceeds clients’ expectations by creatively leveraging bank’s existing portfolio of products and services
- Manage trading desks calls, educate market participants on current and new products, their valuation, construction and trading
- Introduce and monitor liquidity enhancing initiatives with the aim to improve the secondary trading activity of the instruments
- Provide insight into product usage and flow information by analyzing trading and creation/redemption data
- Initiating strategic business discussions with clients. Providing proactive consultation and practice management solutions to clients, uncovering opportunities to gather additional assets
7
Skills For VP-relationship Manager, Orange County Resume
- ~10+ years direct client and/or financial services experience in Sales or Relationship Management function managing a book of large complex clients
- Direct experience in Clearing, Custody, RIA or Brokerage industry
- Staying informed of critical operational issues and escalations that impact the client
- Monitoring trends impacting client satisfaction within your book of business, including competitive, industry, and marketplace data. Developing a response plan to maintain or improve client satisfaction
- Sharing information and collaborating with colleagues across Fidelity to leverage best practices and work on cross-company initiatives
8
Skills For Associate VP to VP, Relationship Manager Resume
- Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”
- Building client relationship to highest level of decision makers
- Differentiating Fidelity's benefits approach against competitive benefit solutions
- Coordinating internal resources to provide analysis and recommendations to clients on design alternatives
- Identifying key drivers and maintains consistent formal/informal contact with key client decision makers
- Driving client satisfaction and loyalty via NPS
9
Skills For VP-relationship Manager Resume
- Actively facilitating Investment Review meetings
- Provide various options while formulating a specific recommendation
- Annual Business planning and service reviews to be sure we understand client's goals and objectives
- Familiarity with rules and regulations in the institutional segment of the clearing business
- Drive business development opportunities and incremental revenue by harnessing FCCS technology and product solutions
- Partner with other Citi businesses to ensure ongoing and appropriate communication to support overall client and franchise objectives
- Ensure revenue is met while offering progressive opportunities to lower expense
10
Skills For Senior Associate / VP-relationship Manager Resume
- Manage project requests through an existing internal project structure
- Represent BlackRock’s locally domiciled ETF platform in front of local regulators and the broader capital markets ecosystem, including BM&F Bovespa
- Makes thorough plans and preparations for client meetings
- Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives
- Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity
List of Typical Responsibilities For a VP Relationship Manager Resume
1
Responsibilities For VP, Relationship Manager Resume
- Successfully manage complex credit situations, renegotiate terms with clients and other lenders, and provide comprehensive feedback to management and Credit that protect the interests of the Bank
- Builds deeper engagement for new and existing relationships, creating a revenue generating portfolio with consistent return on risk capital and minimal credit losses
- Manage the relationship and ongoing monitoring of the portfolio of clients by pro-actively owning, responding to and anticipating any future needs, challenges or risks
- Experience in financial services managing institutional relationships
- Commercial lending experience
- Experience working directly with Institutional Clients and/or Participants
- Formal commercial credit training or equivalent level of experience is also required
- Generally 8+ years industry or relevant experience
2
Responsibilities For AVP / VP, Relationship Manager Resume
- Extensive knowledge of functional discipline with proven track
- Prioritize clients accurately and develop territory management strategies
- Strong communicator with a consultative approach
- Understand how to appropriately delegate work and prioritize time
- Viable expanding network of industry contacts yielding a permanent project pipeline to deploy resources
- Compilation and reporting on program metrics to all partners on a daily, weekly, monthly and quarterly basis
- Managing a portfolio of clients
- Managing a portfolio
3
Responsibilities For FVP / VP, Relationship Manager Resume
- Managing a portfolio
- Managing a portfolio of clients
- Provides full-service banking to high value clients and oversees a portfolio of simple and/or packaged product account relationships
- Generate new deal leads and prospects within territory via prospecting from a provided database
- Actively manage assigned database ensuring all accounts are properly scoped and classified in a timely basis within a CRM system (Salesforce)
- Work with product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
- Serve as single point of contact for day-to-day client relationship management for the Board with ultimate accountability in regards to overall client satisfaction of the relationship, program direction and associated deliverables
4
Responsibilities For VP-relationship Manager, San Diego Resume
- Be a thought leader and champion for CalSavers
- Become a state sponsored retirement program (SSRP) industry expert and thought leader
- Oversee the overall program budget
- Developing and executing against well thought out sales process for business development to include identifying, sourcing, targeting, and actively calling on prospects to bring new full relationships, strategically focusing on those targets with the most opportunity to leverage Citi's value proposition in key product and revenue generating areas
- Experience in a project management, and/or customer relationship management position with related strategic client relationship management experience
- Able to hold a 60 minutes in person meeting with a Group treasurer and or CFO
- Able to negotiate and defend pricing, contracts, and renewals
- Quickly grasp an understanding of Moody’s products and services, contracts and general conduct of business
- Maintain active relationships with issuers at all levels independently with minimal oversight
5
Responsibilities For Commerce Solutions VP Relationship Manager Senior Resume
- Articulate and explain Moody’s value proposition
- When applicable draft tender documents
- Expert level knowledge on financial instruments, key characteristics and dynamics of capital and credit markets in her or his market segment / territory
- Able to read financial statements to identify financial needs and understand the financial strategy of each firm
- Embraces the concept of full ownership of their customers and targets
- Able to flex between Account Management to Business Development activities
6
Responsibilities For VP, Relationship Manager Third Party Sales Resume
- Able to work independently to achieve business objectives
- Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services
- Make decisions that have significant impact on the immediate work unit
- Highly motivated person with impeccable ethical standards and a client-first attitude
- Expert ability to build an internal network of relationships to obtain a detailed understanding of the overall needs of our corporate clients globally, especially as it pertains to trade finance solutions, and to facilitate seamless execution
- Deep knowledge of the Technology industry and understanding of capital markets (public equity, private equity, investment grade debt, sub-investment grade debt and private debt) and capital markets transactions
- Expert ability to communicate effectively with clients and internal teams to build an effective and resilient sales culture that grows new relationships while deepening existing ones
- Expert ability to communicate effectively through both verbal and written means. Listens actively and engage others for their opinions; demonstrate strong negotiation and selling skills
7
Responsibilities For VP-relationship Manager, Orange County Resume
- Experience in financial modelling and analysis of strategic and corporate finance transactions
- Middle market lending experience
- Relationship Management or Client Service experience; preferably within Retirement/401K industry
- For CCB, that means an explorerwho thrives on new experiences and embraces challenges
- Identify opportunities with existing and potential corporate Technology companies and ascertain potential banking needs
- Series 6 & 63 required
- For CCB, that means a unifier
8
Responsibilities For Associate VP to VP, Relationship Manager Resume
- Industry experience with institutional trading and workflows (including equity, options, fixed income, international, and prime brokerage)Ability to drive business development opportunities and incremental revenue by harnessing FCCS technology and product solutions
- Increase cross-functional collaboration to enhance overall client experience
- Perform in a high-level contributor role demonstrating expertise in the fund industry, multiple lines of business, business processes and the customers’ business
- Series 7 & 63 licenses or ability to obtain within 3 months
- Travel 50% within West Coast Region
- Adapt service approach to individual client situations, work through conflicts, articulate value propositions, gain trust and persuasively influence prospective client behavior
- Team player who is reliable with an ability to manage multiple projects and deadlines
- Thorough knowledge of Word, Excel, PowerPoint, and Outlook
9
Responsibilities For VP-relationship Manager Resume
- Consults with new and existing clients’ regarding their financial needs following a diagnostic sales and service approach. Identifies sales opportunities and follows through to close; deepens customer relationships through cross-selling. Direct sales include Investments, Insurance, Commercial and Retail products
- Interacts daily with client base at bank branches, clients’ homes and places of business to provide a high touch personalized customer experience with availability seven (7) days a week
- Works directly with the EVP, Retail Banking, to develop consistent and specific sales strategies, priorities, targets, performance standards, marketing plans and accomplishments. Proactively builds internal and external visibility with other lines of business within the organization
- Provides full-service banking to high value clients with primary focus on increasing bank’s deposit base
- Cultivates new banking opportunities that could be developed into high value strategic relationships
- Works closely with internal line managers to increase referrals
- Serves as an ambassador of the bank in local communities via increased engagement with COIs and local non-profits to increase Berkshire Bank’s visibility and new business development opportunities. Business after hours networking required
- Identifies and evaluates client needs by utilizing sales diagnostic tools and recommends suitable products and services
10
Responsibilities For Senior Associate / VP-relationship Manager Resume
- Works directly with the FVP, My Banker Leader, to develop consistent and specific sales strategies, priorities, targets, performance standards, marketing plans and accomplishments
- Develop deep end user relationships facilitating the entrenchment of BMO as their primary source of lending
- Develop deep dealer relations and jointly build sales strategies for maximizing deal flow with assigned Navistar dealers
- Prepare and execute a sales strategy to ensure that territory growth and bank profitability are achieved/exceeded
- Ability and willingness to work with other bank colleagues to develop strategic account plans which drive client retention, penetration and cross-sell initiatives to help profitably for the bank
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