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Business Banking Relationship Manager Resume Samples
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0-5 years of experience
Responsible for prospecting in the assigned region to bring in new business customers, and develop and work with Centers of Influence to expand the customer base. Equally accountable for maintaining assigned existing business relationships. Managed 250+ customers and a loan portfolio of $8MM.
- Managed new business development, negotiating, structuring, approving, closing and monitoring all types of loans.
- Secured proper financial data for analysis and prepared proposals for new business.
- Grew portfolio $2M (25%) in the first year and maintained those relationships to present.
- Successfully gained the confidence and built strong relationships with many of the smaller business accounts that felt undervalued by being accessible and listening to/addressing their needs.
- Identified Consumer product opportunities among businesses and referred to others to effectively capture.
- Served as the “go to” person for computer issues and financial/credit needs analysis.
0-5 years of experience
Attracted and retained loyal clients by reputation of integrity, knowledge and accountability.
- Contact Business owners assisting them with merchant services and FDIC coverage solutions. Achieved over 260% of production targets. Traveled within the region.
- Manage a portfolio of over 1200 corporations, 2009 Presidents team top producer.
- Top performer for the months of August, September. Exceeding in deposit Goals by 140% while selling serving and sustaining clients.
- Led in new monies 1st, 2nd and 3rd quarter. One top 2 % commercial advisor for the year of 2008. Managed special assets with 16 million and profits for company.
0-5 years of experience
Developed and built long-term relationships with C suite of businesses with annual revenues of $5-$50MM.
- Initiated and led clients’ discussions around short and long term business goals. Developed and implemented strategic plans to meet clients’ goals and objectives.
- Originated and structured real estate loans, business lines of credit, and equipment financing.
- Created efficiencies in cash flow cycles through intimate understanding of clients’ operations.
- Generated an income of $600K based on a $70MM portfolio of deposits and loans in 18 months.
- Managed, monitored, and performed annual reviews/renewals of clients’ credit facilities.
- Presented and led discussions of credit facilities, business environment, and clients’ operations with senior credit officers and management during quarterly portfolio reviews.
0-5 years of experience
Managed book of business of highly valued PNC business clients with annual sales between $1MM and $10MM.
- Directly responsible for revenue growth and client retention.
- Delivered on cash flow options brand promise by facilitating cash flow conversations with clients to uncover opportunities to strengthen business and increase client satisfaction.
- Led team approach to sales by involving colleagues from other business units as appropriate.
- Awarded PNC Achievement Award and Circle of Excellence for sales and service efforts.
0-5 years of experience
Managed book of business of highly valued PNC business clients with annual sales between $1MM and $10MM.
- Directly responsible for revenue growth and client retention.
- Delivered on cash flow options brand promise by facilitating cash flow conversations with clients to uncover opportunities to strengthen business and increase client satisfaction.
- Led team approach to sales by involving colleagues from other business units as appropriate.
- Awarded PNC Achievement Award and Circle of Excellence for sales and service efforts.
0-5 years of experience
Developed and managed an existing loan portfolio of $32 million consisting of approximately 100 individual commercial mortgages, lines of credit and term loan facilities. Assigned territory included five market areas located east of the Connecticut River and the shoreline. Targeted businesses consisted of those with revenues of up to $5 million.
- Increased net loan volume by 19% in 2008, 16% in 2009 and 20% in 2010.
- Developed a business development strategy with the managerial staff of a 30 branch network.
- Initiated internal training of commercial lending products including financing through the Small Business Administration’s loan guaranty programs.
- Attended and participated in community events sponsored by Chambers of Commerce, local community development organizations, the Small Business Administration and the Small Business Development Corporation.
0-5 years of experience
Identified and implemented business activities to acquire, retain and grow business services.
- Responsible for 4 regional branches. Hired, mentored and trained employees.
- Identified low penetration groups and implemented ways to increase business membership.
- Consistently met and exceeded sales goals in deposits, loans and referrals by 25%.
- Retained and strengthened current relationships. Developed new businesses through cross-sales and referrals.
- Achieved call targets and other product sales goals such cash management, merchant service.
- Managed credit processes for all loans sourced by branch from $250k -1MM
- Strategic planning of new business development. Organized several sales and services initiatives such as open houses, educational functions, and networking activities.
0-5 years of experience
Acquire and service large business accounts of the branch and be a one point of contact for all their transactional banking requirements such as forex transactions, international remittances etc. Cross-sell loans and trade finance services and insurance products to the clients and increase the deposit base of the branch. Work with the sales team of 6 people and manage their sales strategy for sourcing business accounts
- Cross-sold loans worth $12.8 M ( highest in western region with team of 53 RMs for FY 09-10)
- Increased deposit base from $1.9MM to $13.8 MM, 180% achievement of the target
- Acquired 115 new accounts as against a target of 96
- Got the highest performance rating of ” Exceeds Expectation” for FY09-10
- Won a trip to Thailand as winner of All India Insurance Contest in the bank
- Promoted and moved to Relationship Manager- ECG under ” Fast Track Development” program
0-5 years of experience
Proactively served as the business client’s advisor by engaging the full resources of the bank.
- Managed portfolio of 150 clients for four bank branches.
- Prepared reports and held financial seminars.
- Acquired, retained and expanded new and existing business relationships by coordinating financial needs.
- Arranged and conduct 10-15 customer/prospect appointments per week.
- Closely understood the branch integration and teamwork environment.
6-10 years of experience
Managed the banking relationships of 20-30 small to middle market commercial customers having a loan portfolio of $25-30 million. Maintained and expanded banking relationships.
- Evaluated and interpreted information regarding organizations’ financial stability as well as current and future financial outlook.
- Prepared financial analysis including recommendation or rejection of credit request.
- Developed lending strategies and negotiated loan terms and conditions.
- Interfaced with various internal banking departments to coordinate delivery of other banking services to clients.
6-10 years of experience
Managed the banking relationships of 20-30 small to middle market commercial customers. Managed a loan portfolio of $25-30 million. Maintained and expanded banking relationships.
- Evaluated and interpreted information regarding organizations’ financial stability as well as current and future financial outlook.
- Prepared financial analysis including recommendation or rejection of credit request.
- Developed lending strategies and negotiated loan terms and conditions.
- Interfaced with various internal banking departments to coordinate delivery of other banking services to clients.
0-5 years of experience
Develop & Manage loan portfolio and business relationships providing financial expertise
- Trained, motivated & coached team to identify opportunities and identify risks to add value to customers.
- Analyzed financial reports, tax returns, and accounts receivable, determined appropriate financial structure.
- Managed relationships to add value, create raving fans and insure best practices.
- Problem loan workout, payments schedule, compliance and ratio covenants in line.
- Grew revenue 126% while retaining current customer base. Created and implemented marketing plans, built relationships with customers, Centers of Influence, and inner company stakeholders.
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Business Banking Relationship Manager
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
