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Commercial Relationship Manager Resume Samples
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0-5 years of experience
Grew public funds portfolio from $150 million to over $500 million by year-end 2007
- Managed public funds relationship with an extensive portfolio of more than 150 key clients
- Generated loans, deposits and cross-sold all applicable bank services to existing customer base, increasing profitability from existing business
- Identified prospects, evaluated financial needs and developed new business opportunities through superior consultative and negotiation skills.
- Evaluated credit requests and approved loans within approved lending limits and made appropriate recommendations where higher approval was needed, ensuring all loans met corporate standards and federal laws.
- Represented the bank within the community and developed new business opportunities through formal and informal networking and event participation with banking days.
- Worked with the service departments to create procedures to increase customer service and improve customer satisfaction and loyalty
6-10 years of experience
Title earned in 2001 was V.P. and Business Relationship Manager; the position title changed twice by 2010, though always retained exact same responsibilities, and was always an officer-level position.
- Managed portfolio of over 200 of SunTrust’s most profitable banking clients – businesses generating $5MM – $15MM in annual revenues.
- Managed all commercial lending requests up to $2.5MM – application though closing.
- Grew revenue by both penetrating (upselling existing accounts) and expanding (adding new accounts) markets.
- Acted as interim team lead during positional absence.
- Consistently placed in top 20% of 500 relationship managers company-wide.
- Achieved President’s Club status for sales excellence, 2009 and 2010.
0-5 years of experience
Held responsibility for identifying new business opportunities, initiating new client relationships and developing the existing client base through the sale of all commercial bank products and services.
- Acted as the bank’s representative of Community Boards in Baton Rouge, working directly with various business owners in order to provide advice that enabled profitability.
- Accurately assessed risk on various commercial loan accounts, including presenting all new account requests to executive management for approval.
- Achieved annual loan portfolio growth goal of $1M+
- Achieved annual deposit growth goal of $300M+
- Achieved 100% of New Client Goal
- Achieved 172% of Loan Growth goal
0-5 years of experience
Held responsibility for identifying new business opportunities, initiating new client relationships and developing the existing client base through the promotion and sale of all commercial bank products and services.
- Served as the bank’s representative of Community Boards in Baton Rouge, working directly with various business owners in order to provide advice that enabled profitability.
- Accurately assessed risk on various commercial loan accounts, including presenting all new account requests to executive management for approval.
- Achieved annual loan portfolio sales growth goal of $1MM
- Achieved annual deposit sales growth goal of $300M+
- Achieved 100% of New Client Goal
- Achieved 172% of Loan Growth goal
0-5 years of experience
Demonstrated outstanding capacity for community relations in order to achieve and exceeded FY 11/12 Q3 & Q4 and FY 12/13 Q1 & Q2 KPIs
- Selected to run the Customer Web Portal project in conjunction with the rollout of [company name]’s new website due to exceptional technical expertise and fantastic communication ability.
- Ensured both variety and depth of professional knowledge, and successfully completed ITIL training.
- Facilitated highly-reviewed account-planning sessions for the portfolio to identify key strategic business opportunities with both internal and external stakeholders.
- Improved cross-functional communications in order to provide opportunities to introduce other [company name] contacts at the customer site across all the levels of the business.
6-10 years of experience
Primarily responsible for development of new business relationships covering annual sales of up to $20 million and loans up to $5 million
- Originated and grew current loan portfolio consisting of $46 million of CRE and C&I credits
- Grew 62 new client relationships to bank
- Consistently exceeded required calling goals on current customers, potential customers and centers of influence throughout market area.
- Assisted internal partners with their business development goals by providing referrals and making joint calls
- Actively engaged in portfolio management through on-going annual credit review processes
- Completed Omega credit training
- Maintained a thorough knowledge of lending policies
0-5 years of experience
- Generated and managed profitable loans, deposit portfolios and non-interest income from businesses with annual sales of $1- $10MM.
- Managed business and mixed household account portfolios. Retained and strengthened business relationships while developing new business through various channels such as cross-sales and working referrals.
- Implemented a customer profile database tracking system for mortgages, deposits and the financial status for cross selling and financial planning of at least 250 clients.
- Actively participated in various sales campaigns.
- Worked with “360
- Highly active in business networking.
0-5 years of experience
Managed a portfolio of approximately 200 small business and commercial clients and mixed household accounts for profit and generation of sustainable revenue.
- Retained and strengthened current relationships and developed new business through various channels such as cross-sell and referrals.
- Supported eleven branches and handled complex business clients assigned to branch market.
- Acted as a resource for others in the branch on business products and services, loans and deposits portfolios of up to $2.5MM
- Actively involved with the Cobb Chamber of Commerce, networking closely with Attorneys, CPA’s, Builders and others who are centres of influence in the community.
0-5 years of experience
Responsible for the acquisition, retention, and expansion of core commercial relationships in Greater Cleveland / Northeast Ohio.
- Worked with companies of up to $30MM in annual revenues and total credit needs of up to $5MM.
- Utilized credit enhancements such as the SBA 7(a), SBA 504, and other SBA programs.
- Partnered with internal specialists such as Treasury Management, Wealth Management, Merchant Services, and Private Banking to refer opportunites and enhance the customer experience.
- Produced role model or highly accomplished metrics in the areas of client growth, loan growth, revenue growth, and deposit growth; while maintaining role model metrics in portfolio credit metrics.
0-5 years of experience
- Actively managed a $13.9M commercial loan portfolio with $3.1M in deposits while maintaining loan losses at 0%.
- Developed relationships with prospects, COI network, and clients resulting in new business formation.
- Achieved established goals related to deposit growth, loan production, cash management sales, fee income, and consumer loans.
- Successfully managed loan portfolio, renewals, accounts, and past dues to under 30 days.
- Present loan analysis to loan committee for approval and effectively communicate terms to clients.
0-5 years of experience
Co-managed a commercial middle market portfolio of companies with annual revenues ranging from $15 million to $500 million.
- Effectively utilized team members to fulfill the needs of the corporate client
- Proactively trouble shooted and resolved day to day customer concerns and issues
- Analyzed loan portfolios and provided quarterly review to senior management
- Monitored portfolio compliance test and asset quality
- Interacted with Relationship Managers on a daily basis to ensure credit quality of clients
- Worked diligently and relayed information dependably in a group setting
0-5 years of experience
Managed a portfolio of over $50 million in commercial loans and $10 million in deposits
- Developed new business opportunities by contacting and interfacing with prospective and current clients to cross-sell products and services which included credit, trust/investment, cash management, trade finance, and investment banking
- Interviewed commercial loan applicants to present and review traditional loan products, explain loan options, rates, terms, and collateral requirements
- Analyzed financial data to determine the creditworthiness of prospects, clients, and the merits of their specific loan request
- Coordinated loan closing process with closing department, clients, and attorneys by reviewing completed documents prior to closing for quality assurance and accuracy; monitored loan repayment activities and collected on past-due accounts
- Provided value added consultative services to customers on business management and financial matters
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[Commercial Relationship Manager]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela 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.
