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Business relationship manager skills for your resume and career

Updated January 8, 2025
4 min read
Business relationship manager example skills
Below we've compiled a list of the most critical business relationship manager skills. We ranked the top skills for business relationship managers based on the percentage of resumes they appeared on. For example, 9.6% of business relationship manager resumes contained customer service as a skill. Continue reading to find out what skills a business relationship manager needs to be successful in the workplace.

15 business relationship manager skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how business relationship managers use customer service:
  • Review overdrafts daily, effectively balancing risk and customer service, and identify and present all possible solution opportunities.
  • Coordinated an effective system to improve customer service to both internal and external customers.

2. Relationship Management

Relationship management refers to a tool that connects an organization or industry to a supply chain. Usually, this management type will build coordination, confidence, and mutual trust among all its members, employees, and employers. It will create a good partnership, determine the potentials barriers and problems, assess the strength, and measure the chain's effectiveness

Here's how business relationship managers use relationship management:
  • Provided client/vendor relationship management, strategy and planning, project delivery, production services and support as well as financial management.
  • Fostered the bank's relationship management culture by actively pursuing new small business lending opportunities from current and prospective customers.

3. Cash Management

Here's how business relationship managers use cash management:
  • Devise and implement innovative business banking relationships by incorporating treasury management, cash management and efficient banking processes.
  • Provide financial expertise to multiple companies regarding achievement of optimal cash management through cost, treasury and operations.

4. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how business relationship managers use risk management:
  • Protect the firm by following sound risk management protocols and adhering to regulatory requirement.
  • Protected bank operations by following risk management protocols and adhering to regulatory controls.

5. Business Development

Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.

Here's how business relationship managers use business development:
  • Prospected and acquired new-to-bank business through effective alignment of business development activities with identified target sectors in the local market.
  • Coordinate prospecting and business development and network building for Business Relationship Manager, Private Banker, and Business Specialist.

6. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how business relationship managers use customer relationships:
  • Identify, cultivate and expand key customer relationships through focused sales and referral activity to an assigned Business Banking customer base.
  • Deepened existing customer relationships utilizing various product and service offerings resulting in customers having 1 or 2 product/service to 3-5.

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7. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how business relationship managers use bank products:
  • Cultivated business banking relationships to generate long-term revenue growth; cross-sold bank products/services.
  • Managed portfolio of business customers, cross-selling additional bank products and services.

8. Client Relationships

Here's how business relationship managers use client relationships:
  • Developed new and expanded existing client relationships by using consultative problem solving to create new solutions and customized products for businesses.
  • Retained and strengthened client relationships by uncovering, identifying and referring new business to assigned partners through various channels.

9. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how business relationship managers use financial statements:
  • Improved businesses financial outcomes by interpreting financial statements and recommending specific financial solutions.
  • Analyzed personal/business financial statements and tax returns to approve/decline commercial lending requests.

10. Financial Solutions

Here's how business relationship managers use financial solutions:
  • Identified prospecting approaches to identify potential customers and creates opportunities in order to sell financial solutions and ideas to customers.
  • Analyzed client's financial condition to better recommend financial solutions that meet the client's business needs.

11. Business Objectives

Business Objectives refer to the goals and objectives which a company has set for itself. They could be related to profit, increasing growth of a business, or something else.

Here's how business relationship managers use business objectives:
  • Skilled at identifying customer needs and delivering quality services in alignment with business objectives.
  • Steered strategic decision-making processes to guide actualization of key business objectives.

12. COI

Here's how business relationship managers use coi:
  • Leveraged COI's as primary source of business to expand and increase profitability and net worth.
  • Partnered with leaders in the community to identify COI' s and create a referral networking system.

13. Portfolio Management

Here's how business relationship managers use portfolio management:
  • Apply a proactive approach to portfolio management and offer customized solutions to ensure success with short and long term financial goals.
  • Managed a $25MM Portfolio with 110 clients and attained all portfolio management metrics at or above target.

14. Strong Work Ethic

Here's how business relationship managers use strong work ethic:
  • Recognized by executive management for strong work ethic, networking, relationship building, and leadership competencies.

15. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how business relationship managers use financial services:
  • Serve as full-service financial services professional.
  • Managed a portfolio of 200 high net worth business clients, providing ongoing counsel for their financial services needs and goals.
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List of business relationship manager skills to add to your resume

Business relationship manager skills

The most important skills for a business relationship manager resume and required skills for a business relationship manager to have include:

  • Customer Service
  • Relationship Management
  • Cash Management
  • Risk Management
  • Business Development
  • Customer Relationships
  • Bank Products
  • Client Relationships
  • Financial Statements
  • Financial Solutions
  • Business Objectives
  • COI
  • Portfolio Management
  • Strong Work Ethic
  • Financial Services
  • Project Management
  • BRM
  • Wealth Management
  • Cross-Selling
  • Business Products
  • Treasury
  • Excellent Interpersonal
  • Cash Flow
  • Origination
  • Tax Returns
  • Commercial Banking
  • Real Estate
  • Financial Advice
  • Customer Satisfaction
  • Financial Products
  • Treasury Management
  • Leveraged
  • Strong Analytical
  • HR
  • Fee Income
  • Loan Portfolio
  • SBA
  • CRM
  • Business Processes
  • Business Plan
  • Client Facing
  • Business Loans
  • Litigation
  • Revenue Growth
  • Cash Flow Analysis
  • Business Cases
  • Business Clients
  • Gross Sales

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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