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Relationship Manager Resume Samples
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6-10 years of experience
Managed large and complex customer and prospect relationships to maximize net contribution through an emphasis on obtaining new, high income relationships. Maintained quality service for all customers, expanded existing relationships, monitored relationship profitability and drove revenue growth.
- Managed $160 million portfolio consisting of 450 high net worth individuals that produced $3.0 million annual revenue.
- Generated more than $1.0 million of incremental annual income by developing effective strategies of cross-selling Company products and services including wealth management products.
- Consistently exceeded production goals for new loans, mortgages and home equities by 20% (annual goal $8.0 million.)
- Analyzed clients’ financial situations and solved financial needs by customizing comprehensive investment and personalized retirement plans.
- Recognized for outstanding professional acumen with national awards of HSBC Sales Excellence Club in 2005-2007, 2009-2010.
0-5 years of experience
Managed and maintained account portfolios for government entities. Built relationships from initial contact and quickly generated demand for the Grainger value proposition. Using Dimensions of Professional Selling (DPS) skills to understand customer needs and develop cost effective solutions to increase customer spend, loyalty and retention. Developed sales plans that effectively marketed Grainger’s value proposition, driving sales growth and gross profit. Increased revenue 21% for 2011!
- Effectively, developed, and managed 120 government accounts in Virginia, Pennsylvania and local Government entities with an annual revenue exceeding $1.8MM.
- Conceptualized, implemented, and documented a monthly territory strategy to ensure personal accountability and success.
- Led the implementation of strategic business plans to address the needs of the customer to position Grainger as the preferred service provider.
- Developed, presented, and utilized innovative marketing plans while collaborating with internal and external partners to meet the operational and procurement needs of each customer.
- Produced monthly presentations to District Sales Manager and Director to evaluate non-sales tasks and the sales performance of direct reports.
- Negotiated transaction terms, conditions, and pricing for each customer during business process.
0-5 years of experience
Managed and monitored a commercial banking portfolio of $35MM consisting of loans and deposits.
- Actively prospected new commercial relationships with minimum annual revenues of $3MM to $10MM; industry focus was healthcare, wholesale, and manufacturing.
- Increased the commercial portfolio in less than 6 months with $5.5MM in deposits.
- Monitored and evaluated client profitability and return on assets for the bank.
- Provided financing for medical clinics, PCP’s, MRI, and sports rehabilitation.
- Developed the commercial deposit portfolio from $16MM to $21MM within first six months.
- Implemented sales tactics and strategies to increase market share for the surrounding commercial banking market and provided 15-20% growth year over year.
- Coached, trained, and supported 13 branches and mentored Business Bankers in commercial lending and increased results for their respective branches.
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
Consistently surpassed depository annual goal by 150%.
- Championed efforts to grow the book of business by 30% annually.
- Maintained accountability for the acquisition of businesses with revenue up to $15MM.
- Managed a diverse portfolio with $20MM in deposit accounts and $15MM in loans/lines of credit.
- Successfully completed various formal credit & relationship/consultative sales training
0-5 years of experience
Managed over 600 portfolios conducting customer profiling ensuring all records were up to date and KYC information completed.
- Verified customer application forms and conducted pre/post sale audit calls to ensure that all sales were completed with relevant collectables.
- Addressed client’s customer queries and grievances pertaining to documents, payments, project updates and registrations.
- Coordinated with all concerned departments and resolved all queries within turnaround time.
- Identified new business opportunities through existing relationships by upselling and cross selling.
- Consistent top performer; got promoted twice in a year for the outstanding performance in [company name].
0-5 years of experience
Managed a portfolio of more than $700,000 at branch level.
- Grew branch’s credit portfolio from $450,000 to $700,000.
- Prepared credit and sales reports for senior management
- Established and maintained long term relationships with customers.
- Cross sold bank’s products including personal loans, overdrafts and fixed deposits.
- Analyzed customer credit data and other related financial information in a timely manner.
- Trained and mentored 3 Relationship Managers in sales and customer retention, improving their skills and confidence in those areas, further improving the quality and turn-around time of loans presented.
0-5 years of experience
Built relationships with clients to truly understand their business model and analyze product and service growth opportunities that ensures profitability to the bank and my portfolio (Results: Grew current book by 20% | 2013: 10%, year over year 10% increase).
- Stayed abreast of current business and industry trends relevant to the client’s business.
- Provided financial advice to business clients with a focus on client experience and risk management through building collaborative internal and external relationships.
- Served as an advisor to the client delivering comprehensive and customized business products and solutions tailored to the financial growth needs of the business client.
- Partnered with our sales leadership team to develop and execute a comprehensive sales plans to increase revenue.
- Served as an ambassador of the JPMC brand, accountable for driving awareness to the products and services to drive results & grow revenue within an assigned market.
- Developed and manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with sales-ready clients.
- Created and nurtured marketing leads for the assigned suite of products.
0-5 years of experience
Finance Manager/Client Relationship Manager
- Managed daily operations across the New York metropolitan region
- Conducted financial analysis in such areas as forecasting, budgeting, cost reduction analysis, and reviewing operational performance
- Introduced new business practices that reduced corporate costs and improved efficiency
- Executed lease of warehouse space to third party; secured $1 million investment in property and $6,000 per month in rental fees
- Managed contract and rental agreement of fabrication plant to third party resulting in 10% gain in fees
10+ years of experience
Responsible for Accounts Payable and Vendor Management
- Created a relationship based culture through a broad set of activities that included managing a portfolio of up to 1200 seasonal tax preparation clients, 30 small business clients, document validation, loan origination processes, 18 customer service representatives, and 7 banking and software vendors
- Increased sales from 120k to 1.2 million from 2004-2011
- Assisted banking partners with making loan decisions which kept our default rate under 2%
- Served as a liaison to administrative, operations, and executive areas of the company
- Developed sensitivity tactics to address distressed customers with a professional demeanor
- Success Metrics included the number of clients served per day, a 10 minute or less wait time in the lobby, answering 80% of calls in 20 seconds or less, and returning messages left by customers within established timeframes
0-5 years of experience
Created and maintained multiple Excel and Numbers spreadsheet to help keep track of company content, correspondences with over 120 content providers, and project progress.
- Coordinated with clients to plan and record content for use in a Mobile Application.
- Researched clients’ areas of expertise to develop targeted interviews. Scheduled and conducted one-on-one interviews to record audio content.
- Managed the company’s Customer Management System (CMS), cataloging and tagging
- Worked directly with the manager, helping manage employee tasks and organizing work
- Reviewed audio content for quality and consistency and tested audio within the app to ensure functionality.
- Screened and interviewed applicants for new positions within the company.
0-5 years of experience
Handled clerical duties including typing, data entry, answering telephones, photocopying, faxing and filing.
- Ensured that information pertaining to application, premiums, state brokers codes, reinsurers, etc. is correctly coded on the system..
- Checked all initial disclosures in file, checked dates and signatures
- Reviewed, appraised and recommended submissions for acceptance or refusal.
- Checked Conditions Log daily to prevent any missed internal conditions
- Reviewed withdrawn and denied files and sent to HMDA Dept. for 2nd review.
- Managed daily pipeline to ensure RUSH requests were underwritten within 24 hours.
0-5 years of experience
Jan. 2012 Provided bi-lingual relationship management to mid-sized Asian owned enterprises
- Managed and developed 20 client relationships within a credit portfolio of $33,000,000+
- Analyzed cash flows and reviewed credits for clients in various industries including food distribution, apparel and home textiles, child care and health care services.
- Structured, negotiated and closed real estate transactions for owner occupied commercial properties located in New York and New Jersey.
- Reviewed Appraisal and Environmental reports in accordance with Bank policy and procedures.
- Performed annual credit review and monthly cash flow analysis for own portfolio and Senior Relationship Manager’s portfolio.
- Provided operational and analyst support for two Senior Relationship Managers.
- Worked with small business relationship managers, premier relationship managers and branch managers to generate new business.
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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.
