Top Relationship Manager Skills

Below we've compiled a list of the most important skills for a Relationship Manager. We ranked the top skills based on the percentage of Relationship Manager resumes they appeared on. For example, 13.9% of Relationship Manager resumes contained Financial Needs as a skill. Let's find out what skills a Relationship Manager actually needs in order to be successful in the workplace.

The six most common skills found on Relationship Manager resumes in 2020. Read below to see the full list.

1. Financial Needs

high Demand
Here's how Financial Needs is used in Relationship Manager jobs:
  • Establish and update periodically our understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
  • Cultivate relationships with clients by analyzing financial needs, building rapport and recommending solutions to increase client acquisition and retention.
  • Developed new and expanded existing client relationship, business development, Proactively reviewed clients current and changing financial needs.
  • Identify sales opportunities by uncovering financial needs and educate customers on personal/business banking products and services.
  • Use defined processes for systematically identifying client's financial needs & providing appropriate solutions.
  • Sustained and established relationships based on uncovering financial needs and daily outbound calling.
  • Assisted customers in determining financial needs and recommended proper credit solutions.
  • Anticipate and identify client financial needs through active portfolio management.
  • Develop tailored solutions for consumer financial needs.
  • Build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
  • Work closely with new and existing small business and other retail customers to understand their financial needs and forging trustful relationships.
  • Anticipate clients' complex financial needs and offer strategic and holistic solutions through a wide range of sophisticated products and tools.
  • Consult with client to identify product and service solutions that meet the financial needs of the client and benefit their business.
  • Work a defined Book of Business of current mass affluent members as a single point of contact for all financial needs.
  • Developed and executed targeted client engagement strategies to provide personalized, value-added solutions for the financial needs of books of clients.
  • Discover the holistic financial needs, uncover opportunities to improve financial situations and create opportunity for the success of clients.
  • Assist clients with their everyday financial needs such as serving the accounts as well as sending wires domestically and internationally.
  • Engaged clients on a daily basis working to uncover their financial needs and goals while also resolving and service requests.
  • Cross sold products to consumers and commercial clients in order to meet all of their financial needs at one institution.
  • Gain an understanding of each client in order to identify additional financial needs and refer to appropriate financial partners.

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2. Financial Products

high Demand
Here's how Financial Products is used in Relationship Manager jobs:
  • Managed client relationships by selling and promoting a broad array of appropriate financial products and services while identifying cross-marketing opportunities.
  • Received awards for excellence in Remained updated on all available financial products and financing packages.
  • Marketed various offshore financial products and expertly advised clients regarding their advantages and disadvantages.
  • Demonstrated intricate knowledge and expertise of financial products and services offered to consumers.
  • Developed marketing campaigns to attract public interest to new financial products.
  • Remained updated on all available financial products and financing packages.
  • Analyzed new financial products to offer informed recommendations for purchase.
  • Analyzed financial products and recommended appropriate products to clients.
  • Interviewed and discussed with customers about various financial products.
  • Remained updated on all available financial products.
  • Provide middle market companies with a lower cost of funds and financial products that encompassed both sides of the balance sheet.
  • Communicated with clients, handled client inquiries and cross-sold other related financial products, such as mutual funds, financial derivatives.
  • Executed complex trades and developed investment strategies based on each individual client's needs using a full range of financial products.
  • Marketed life insurance and other financial products to existing, affluent clientele on a global level via a call center.
  • Managed customer portfolio, serviced relationships, and cross-sold financial products to acquire 100% of the customer's business.
  • Managed consumer and small business client relationships by selling and promoting a broad array of appropriate financial products and services.
  • Recruited and acquired new banking relationships in the community through the promotion and sale of commercial financial products and services.
  • Evaluated domestic short-term borrowing and investing needs by managing a financial products and services portfolio of USD $4M.
  • Matched banking financial products to customer needs and strengthened the relationship for over 70% of the portfolio customers.
  • Partner with other departments to provide customers with the full range of financial products and services they need.

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3. Customer Service

high Demand
Here's how Customer Service is used in Relationship Manager jobs:
  • Worked across several business tiers and divisions, simultaneously, while continuing to deliver high quality internal and external customer service.
  • Maintained profitable relationships with corporate customers based on excellent customer service, assessment of customers' financial performance and credit needs.
  • Provided strategic management and operational oversight to integrate Customer Service, Billing, and Accounts Receivable departments to enhance client experience.
  • Forged new business relationships, strengthened existing relationships and deliver superior customer service resulting in client retention and customer satisfaction.
  • Provided excellent customer service in an effort to create a positive experience, repair/restore customer trust and/or maintain customer satisfaction.
  • Practiced customer-first philosophy; proactively mobilized internal resources to address and resolve customer problems to achieve outstanding customer service.
  • Managed and supported RBU staff in working with customers to identify purchasing opportunities that increased customer service and satisfaction.
  • Performed account management by providing product and service information and extensive customer service for a national corporation.
  • Recognized within first month of employment by Atlantic Financial for exemplary on-the-job contributions and superior customer service.
  • Identified customer needs and provided financial advice while consistently demonstrating a high level of customer service.
  • Assisted Relationship Manager in cultivating new business relationships as well as providing high quality customer service.
  • Solved complex problems without supervision while maintaining a professional and knowledgeable approach to customer service.
  • Generated repeat business through effective account management, while providing thorough and extensive customer service.
  • Collaborated to create procedures to increase customer service and improve customer satisfaction and loyalty.
  • Secured N25 Billion equivalent in business relationships with focus on performance and customer service.
  • Implemented system to prioritize applications allowing expedited loan processing; improving overall customer service.
  • Complete voluntary customer service training in order to enhance customer satisfaction and improve productivity.
  • Head responsibilities to exceed business objectives, customer service satisfaction and account profitability.
  • Ensured superior customer service levels are maintained while striving to secure entire Relationship.
  • Promoted the highest level of customer service and responsiveness to Consumer Banking Customers.

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4. Loan Portfolio

high Demand
Here's how Loan Portfolio is used in Relationship Manager jobs:
  • Participated in formulation and execution of targeted marketing programs to elevate credit quality and minimize risk in the loan portfolios.
  • Reviewed loan portfolios and established framework for business relationship to support bank's senior management during merger.
  • Expand my Loan Portfolio with healthy borrowing commitments and extract substandard relationships when necessary.
  • Transitioned under-performing loan portfolio to performing, aggressively restructured credit facility terms.
  • Prepared, analyzed and distributed various monthly and quarterly Loan Portfolio Reports.
  • Maintained inherited loan portfolios within department bringing all financial covenants current.
  • Identified and solicited prospective borrowers for inclusion in loan portfolio.
  • Participated in audit teams reviewing potential acquisitions of loan portfolios.
  • Assisted Relationship Manager with commercial loan portfolio.
  • Managed an assigned commercial loan portfolio.
  • Build and manage commercial loan portfolio of $24 million, meeting clients' needs with a variety of bank products.
  • Increased loan portfolio in excess of $7MM in first 7 months while simultaneously increasing total portfolio revenue by $150K.
  • Initiate contact of past due borrowers to facilitate bringing of loan to current status thereby lowering delinquencies in loan portfolios overall.
  • Help build a 10 million dollar loan portfolio with my supervisor over a period of a year and a half.
  • Prepared call reports and conducted credit reviews in timely manner to ensure the credit quality of existing loan portfolio.
  • Manage a loan portfolio of $60MM to $70MM while continually soliciting new business to grow the portfolio.
  • Manage loan portfolio ensuring bank has serviceable debt with the appropriate risk level for amount of revenue produced.
  • Developed business relationships with over 130 companies in that market, while still maintaining an existing loan portfolio.
  • Managed a regional loan portfolio of $150MM in credit exposure and $100MM in loan outstanding.
  • Managed $300M+ loan portfolio consisting of Wholesale and Commercial credit structures to captive and non-captive borrowers.

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5. Client Relationships

high Demand
Here's how Client Relationships is used in Relationship Manager jobs:
  • Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
  • Manage existing client relationships and develop new business strategies focused on governments, municipalities, school districts and not-for-profit organizations.
  • Managed sophisticated client relationships and communicated effectively with Collateral Managers, Auditors, Rating Agencies, Underwriters, Note holders.
  • Strengthen client relationships through research and analysis of portfolios from account activities and in-person meetings; develop optimal customized offers.
  • Managed complex Global Corporate Trust accounts and as primary account representative, was responsible for servicing overall client relationships.
  • Demonstrate reputation for building trust and nurturing client relationships while efficiently performing auditing related duties in loan underwriting.
  • Contributed to project management, managing client relationships, new business development, technical leadership and recruitment.
  • Developed and maintained current client and potential client relationships within the automobile independent and franchise dealerships.
  • Developed preferred client relationships managing their investment portfolios and banking needs using process maps and metrics.
  • Expanded existing client relationships through account additions and product cross sale opportunities, generating additional revenue.
  • Provided advice driven solutions that solidify client relationships while simultaneously exploring and capturing additional opportunities.
  • Tracked vendor deliverable documents for risk scoring and related factors to determine future client relationships.
  • Develop highly empathetic client relationships and earned a reputation for exceeding service standards goals.
  • Delivered informational sales presentations to existing and potential customers to build symbiotic client relationships.
  • Nurtured and developed positive and lucrative client relationships utilizing a variety of financial tools.
  • Established new client relationships and maintained existing account client relationships with brokerage firms.
  • Developed and maintained client relationships, providing incentives and rewards to well-established clients.
  • Retained client relationships by providing exceptional customer service and promoting appropriate bank products.
  • Developed new client relationships and maintained existing client satisfaction while managing 175-client portfolio.
  • Managed high net worth client relationships involving operating accounts and cash management products.

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6. Ensure Compliance

high Demand
Here's how Ensure Compliance is used in Relationship Manager jobs:
  • Negotiate legal documentation for credit facilities including ISDA/CSA to ensure compliance with audit, legal and regulatory requirements.
  • Managed Exempt level staff to ensure compliance with corporate requirements for mortgage supplier selection and performance management.
  • Traveled to numerous business locations to audit business relationships and ensure compliance to contractual obligations.
  • Analyzed and interpreted complex legal documents governing transactions to ensure compliance.
  • Served as Oversight Manager for federal sales and various support contracts, applying legal knowledge to ensure compliance with contract requirements.
  • Monitor Health Care Reform regulations and communicate ongoing changes to employers to ensure compliance with the Affordable Care Act.
  • Evaluate and analyze bid contract provisions to ensure compliance with Coalition, State and Public policies and procedures.
  • Implement strategies to ensure compliance with various investors, insurers, regulatory, legal and internal policy requirements.
  • Oversee contract processes to ensure compliance, appropriate metrics, and to create new contractual documents when required.
  • Developed and prepared loan solutions and cross sell products and services; reviewed documentation to ensure compliance.
  • Achieve both commercial and consumer lending goals, Ensure compliance with operational, security and audit procedures.
  • Assist banking team in conducting monthly audits to ensure compliance with federal regulations that govern the industry.
  • Performed quality reviews on credit requests for credit analysts to ensure compliance and conduct risk assessment.
  • Resolved issues by training 28 staff members on site to ensure compliance with rules and regulations.
  • Manage Key Performance Indicators, consistently apply internal control procedures and ensure compliance with all policies.
  • Manage a team, while completing operation tasks to ensure compliance with corporate and federal/state regulations.
  • Conducted research and problem-solving techniques to ensure compliance with customer loyalty, quality and timeliness standards.
  • Establish and evaluate new investor accounts to ensure compliance with Fund / Morgan Stanley procedures.
  • Conduct after-hours inspections of staff to ensure compliance with company and client policies and procedures.
  • Examined credit files and loan documents to ensure compliance to bank and regulation standards.

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7. Credit Card Transactions

high Demand
Here's how Credit Card Transactions is used in Relationship Manager jobs:
  • Utilized sales presentations to business owners on credit card transactions by leveraging relationships.
  • Conducted rate reviews for processing credit card transactions.
  • Processed all payments and credit card transactions.
  • Handled the daily credit card transactions including payments and reconciliation of credit card loan general ledger balances.

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8. Financial Statements

high Demand
Here's how Financial Statements is used in Relationship Manager jobs:
  • Reviewed client financial statements, documents and other data and performed investment analysis, financial planning research and portfolio management responsibilities.
  • Consult with the upper level franchised dealership management and review dealership financial statements to determine dealership viability in the market.
  • Reviewed/analyzed borrower financial statements, construction loan documents, project appraisal reports, and presented loan packages to credit committee.
  • Make and communicate credit decisions to commercial accounts based on assessment of business tax returns and supporting business financial statements.
  • Prepared, evaluated, and distributed the financial reporting of weekly, monthly and quarterly investor financial statements/analysis and payments.
  • Managed capital budget for 12 operating groups, performed all consolidations & preparation of financial statements for business units.
  • Reviewed monthly/quarterly financial statements and monthly accounts receivable/payable aging reports of borrowers to ensure compliance with loan document parameters.
  • Evaluated and analyze financial statements and personal credit reports by collecting relevant data to assess risk levels and accuracy.
  • Insured key clients' satisfaction by collecting requirements and generating several financial statements under Relationship Manager supervision.
  • Developed and identified clients' financial priorities and simplified their financial needs by analyzing their financial statements.
  • Evaluated new loan requests which included analyzing financial statements and business conditions to deduce a credit decision.
  • Compiled database of loan applicants' credit histories, personal financial statements and other financial information.
  • Interact with the customers to obtain financial statements and related information to perform quality analysis.
  • Conducted critical analysis of financial statements, collateral performance, industry trends and- relationship profitability.
  • Analyzed financial statements and recommended lending limits for personal and small business customers.
  • Analyzed financial statements and supporting documentation in Spanish and Portuguese and translated findings.
  • Developed a profound understanding of corporate financial statements, accounting, and predictive modeling
  • Prepared credit applications and ratings for clients by analyzing their financial statements.
  • Evaluate financial statements and subsequent determination of client's financial status.
  • Provided clients with credit evaluation services and analysis of financial statements.

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9. Customer Relationships

high Demand
Here's how Customer Relationships is used in Relationship Manager jobs:
  • Managed banking customer relationships by providing customer support and service of new and existing accounts in a highly confidential manner.
  • Grow revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships.
  • Provide personal customer service to maintain long-term customer relationships within portfolio with customer satisfaction being a key to success.
  • Identified, resolved and documented critical customer satisfaction issues to cultivate strong customer relationships and sustained business.
  • Manage a portfolio of corporate accounts with focus on maintaining positive customer relationships, satisfaction and retention.
  • Job responsibilities included working with the Relationship Manager to manage assigned customer relationships and loan portfolio.
  • Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment.
  • Developed and deepens customer relationships by providing outstanding customer service following a focused cross-selling strategy.
  • Developed, managed and expanded CitiGold customer relationships at service level that exceeds customer expectations.
  • Manage book of business building customer relationships, driving customer retention, and optimizing profitability.
  • Practiced solution selling to build customer relationships for cross-sell and up-sell of new business opportunities.
  • Established and cultivated customer relationships with personalized financial services through counseling and risk/benefit analyses.
  • Develop new customer relationships adhering with set guidelines of Relationship Manager Business Development.
  • Developed customer database and maintained existing customer relationships with active client stewardship contacts.
  • Utilized sales force automation tools to communicate with manager and organized customer relationships.
  • Promoted and maintained customer relationships, and provided in-depth daily customer support.
  • Demonstrated working effectively with team players and groups in deepening customer relationships.
  • Supervised 300 security guards and handled customer relationships across seven contracted sites.
  • Deepened customer relationships by identifying and referring customers to sales specialists.
  • Developed new commercial customer relationships through networking and client calls.

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10. Business Development

high Demand
Here's how Business Development is used in Relationship Manager jobs:
  • Manage information for multiple projects, researching analyzing creating presentation related to business development and transaction development and execution, including.
  • Utilized creative and professionally aggressive marketing, business development and client penetration strategies in driving market share and profitable revenue growth.
  • Worked independently and collaborated with Relationship Managers, Business Development and Sales personnel on strategic plans and initiatives to increase profitability.
  • Managed all sales and business development functions, including key commercial account management, and customer relationship development within a region.
  • Collaborated with auditors, tax consultants and export houses; developed strategic relationships to aid business development through client referrals.
  • Directed investments and business development initiatives for managed teams of senior brokers servicing, high-volume, and high-net-worth clientele.
  • Partnered with Fidelity's financial planning consultants in New England to develop and implement strategies for regional business development.
  • Assisted transition of new clients into existing client base with highly skilled data management and cost-effective business development.
  • Conducted new business development through centers of influence and involvement in various economic and charitable organizations throughout Anchorage.
  • Served as a change agent propelling ongoing growth via business development, market penetration, and customer satisfaction/retention.
  • Planned and implemented sales strategy, identified business development opportunities by maintaining, managing records and reports.
  • Worked closely with business development and project teams to provide executive attendee with event overview and logistics
  • Promoted business development by prospecting for new clients and calling on existing customers to deepen relationships.
  • Develop and execute business development plan for current and prospective clients in the Cincinnati/Dayton/Northern Kentucky area.
  • Provided critical support to business development team; identified new opportunities; produced revenue analysis reports.
  • Directed all operational and business development activities to implement credit card processing for supermarket merchant accounts.
  • Created and implemented a business development plan to expand internal and external strategic customer portfolios.
  • Implemented business development strategies for financial market data and infrastructure division of global media company.
  • Research and strategic planning for business development initiatives, monitoring and evaluation of loans.
  • Developed business relationships with both leadership and business development managers within agency channel base.

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11. New Clients

high Demand
Here's how New Clients is used in Relationship Manager jobs:
  • Develop tactics to increase assets under management and profitability by identifying current and new clients with the greatest additional profit potential.
  • Key responsibilities include maintaining and enhancing existing relationships with clients along with bringing new clients into our organization.
  • Generated new clients by proactively marketing top candidates to Engineering Directors and Managers to uncover existing.
  • Prospected and actively pursued new clients and business opportunities in accordance with business specific parameters.
  • Developed and maintained financial background information on existing and new clients.
  • Developed goals and objectives for the Relationship Officer that would allow more time for the banker to develop new clients business.
  • Supported acquisition of new clients and growth of current book of business by contacting and following up on system generated leads.
  • Partner with separate lines of business to identify and capitalize on cross-sell opportunities and prospect for new clients through similar channels.
  • Coordinated aspects of new clients on-boarding with IT, Credit, Compliance, Operations, and Sales during the KYC process.
  • Researched for potential new clients through company and shareholder information as well as continuously checked for accuracy in current client records.
  • Interfaced with new clients to personally identify and provide solutions to their needs, resulting in new business and referrals.
  • Manage a portfolio of business clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients.
  • Facilitate the on-boarding of new treasury management relationships with new clients as they move their banking relationships to Wells Fargo.
  • Worked with Relationship Managers to provide existing and prospective new clients with accurate portfolio information and client servicing needs.
  • Trained current and new clients in sales techniques, practice management and how to provide excellence in customer service.
  • Increased personal client base by 52% by adding 48 new clients with an average investment of $150,000.
  • Market new clients and deals to companies where opportunities exist and to client's that fit the risk profile.
  • Improved quality of and increased loan portfolio by attaining 6 new clients with over $12MM in new commitments.
  • Delivered sales presentations to prospective clients and remained actively involved in the sales process through on-boarding of new clients.
  • Managed a $2.5 million book of large corporate investment account business, and sold products to new clients.

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12. Relationship Management

high Demand
Here's how Relationship Management is used in Relationship Manager jobs:
  • Negotiated Management credit approval overrides, analyzed financial application documents, and communicated final credit decision to Sales and Relationship Management.
  • Promoted to leverage extensive strategic relationship management expertise in establishing key business accounts to position the company for increased profitability.
  • Developed strong working relationships with underwriter, credit officer and administration while earning a reputation for outstanding relationship management.
  • Utilized customer relationship management system to provide targeted sales opportunities and proactively sell to current and potential affluent customers.
  • Provided project and relationship management to deliver technology projects that met quality, schedule, budget and business-value commitments.
  • Demonstrated effective relationship management and rapport building skills with unwavering attention to client service as a top priority.
  • Premier Relationship Manager Led relationship management for 163 client relationships, developing strategies for business development and retention.
  • Provided ongoing relationship management for customers live on the BankServ platform and ensured production activity to grow.
  • Drive business development and relationship management efforts for several banking customers across the Western and Midwest Regions.
  • Worked under the direction of the Director of Relationship Management to develop the Relationship Management division.
  • Designed and proposed model for procurement management with corporate-level Strategic Relationship Management group for contract administration.
  • Led cross-functional Customer Relationship Management team designed to solicit, engage and retain new business.
  • Recovered damaged reputation and credibility of the Quality Department through staff development and relationship management.
  • Utilize relationship management system (SalesForce.com) to provide Senior Management updates on client accounts.
  • Develop and execute comprehensive relationship management and business development plans for customers and prospects.
  • Handpicked to head new arm of relationship management focused on institutional managed money.
  • Logged profiling results, product recommendations and sales into Customer Relationship Management system.
  • Demonstrated abilities in vendor/client relationship management, customer service/call centers and team building.
  • Coordinated company's relationship management activities for existing smaller and mid-sized institutional accounts.
  • Provided leadership and direction to lower level relationship management and cross functional teams.

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13. New Accounts

high Demand
Here's how New Accounts is used in Relationship Manager jobs:
  • Advanced applications for possible new accounts from our sales-force to underwriting after executing a detailed initial inspection of the application.
  • Cultivated new accounts by introducing prospective clients to sophisticated investment and estate planning strategies designed for the very affluent.
  • Developed and executed strategy to increase donations from existing accounts and secure new accounts across New England territory.
  • Coordinated conversion initiatives for new accounts, including discovery, procedure documentation, training, and issue resolution.
  • Performed basic software/hardware installation for new accounts as well as second level troubleshooting and maintenance for existing accounts.
  • Participated in new business meetings to obtain new accounts and additions to existing relationships.
  • Generated new accounts with prospective clients by participating in community and professional organizations.
  • Conducted careful financial analysis of proposed transactions and companies for new accounts.
  • Maintain existing accounts and establish new accounts and identify new business opportunities.
  • Provided exceptional Customer service to existing accounts and new accounts.
  • Researched and opened new accounts for nationally recognized independent pharmacies.
  • Establish new accounts by contacting corporations and universities.
  • Trained new accounts operational policies and procedures.
  • Win new accounts and resuscitate dormant relationships
  • Increased 150+ new accounts to the branch during the first three months utilizing effective referral pools and customer service strategies.
  • Extended a full range of retail banking services including new accounts, consumer loans, and referrals for commercial loans.
  • Review, edit, and/or complete client paperwork for new accounts, technology requests, discrepancies, and corporate actions.
  • Developed new accounts, and responded to existing agents to resolve processing issues, responding to proposal requests, etc.
  • Conceived ideas for business growth and development, securing new accounts, and tailoring offerings to identified client need.
  • Promote and establish new accounts, such as IRA, Complete Savings, Money Markets, and Brokerage accounts.

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14. Loss Mitigation

high Demand
Here's how Loss Mitigation is used in Relationship Manager jobs:
  • Coordinated and facilitated initial loss mitigation efforts with associated departments such as foreclosure counselors, investors, and mortgage insurance companies.
  • Supervised Loss Mitigation Representatives who were responsible for resolving delinquencies utilizing Repayment Plans, Deferments and Short Sale and Deed-in-Lieu options.
  • Provided basic information about the status of the homeowners account, including pending loan modification application and other loss mitigation alternatives.
  • Partnered with local consumer advocacy groups to create referral partnerships to assist customers facing foreclosure through the loss mitigation process.
  • Monitored active loss mitigation/foreclosure accounts to ensure timely payment and completion of workouts by maintaining active relationship with modification applicants.
  • Communicated decisions to homeowners regarding loss mitigation requests and counseled homeowners on liquidation options to best meet their needs.
  • Reviewed and researched previously documented notes from beginning of loss mitigation process to determine why modification was originally denied.
  • Negotiated payment arrangements and determined mortgagor s financial ability and offer loss mitigation workouts whether customer or collateral.
  • Maintain additional projects assigned as needed by management such as compensatory fee reduction and bankruptcy loss mitigation.
  • Assembled the required supporting documentation to prepare a thorough analysis of the recommended loss mitigation/ liquidation strategy.
  • Provide assistance, counseling and timely updated in order to maximize successful loss mitigation workout resolutions.
  • Provided timely updates to enhance the borrower s experience and maximize successful loss mitigation resolutions.
  • Guarantee compliance with company policies, investor guidelines and loss mitigation workout program requirements.
  • Communicate account progress and loss mitigation decisions to mortgagors and authorized third parties.
  • Collected and prepared documentation for loss mitigation and submitted resolution methods to investor.
  • Assist mortgagors obtain information throughout the loss mitigation and foreclosure processes.
  • Respond to customer inquiries regarding Loss Mitigation options to resolve delinquency.
  • Analyzed/reviewed foreclosure hardship request from borrowers within the Loss Mitigation Department.
  • Perform complex administrative and clerical tasks related to Loss Mitigation Department.
  • Review borrowers' information to determine eligibility for loss mitigation assistance.

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15. Real Estate

average Demand
Here's how Real Estate is used in Relationship Manager jobs:
  • Originated commercial loans by consulting residential brokers on the commercial real estate financing industry, underwriting guidelines and property valuation methods
  • Review agriculture real estate collateral and prepare enterprise budgets to determine economic returns and cost/benefit analysis on capital projects.
  • Administered $80M loan portfolio and cultivated new business development opportunities for commercial and inventory real estate deals.
  • Calculated debt service coverage, net operating income, and capitalization rates for potential commercial real estate investments.
  • Assisted homeowners and real estate agents in negotiating and facilitating short sale transactions to avoid foreclosure.
  • Managed daily office concerns by working with building management and company corporate real estate personnel.
  • Developed relationships with local mortgage lenders and real estate agents to increase productivity.
  • Represented 250 private investors in identifying and acquiring real estate investment properties.
  • Develop and maintain banking relationships with commercial and residential real estate developers.
  • Supervised debt restructuring and resolution of regional real estate loan portfolio.
  • Originated non-conforming residential real estate loans to affluent clients.
  • Research licensing requirements for commercial real estate lending nationwide.
  • Specialize in commercial real estate underwriting and valuation.
  • Developed partnerships with real estate professionals.
  • Determined customer needs and prepared credit packages for the acquisition, development and construction of commercial and residential real estate projects.
  • Managed a $42MM residential real estate loan portfolio with annual revenue in excess of $2MM and a staff of.
  • Developed the ability to market real estate on behalf of clients and provide guidance to buyers/sellers to facilitate the purchase/selling process.
  • Continued to establish professional networking relationships (COI) with local agents, real estate brokers, accountants, and lawyers.
  • Evaluated stocks, bonds, marketable securities and real estate to ensure they met the minimum banking standards as acceptable collateral.
  • Review appraisals, title reports, flood certificates, environmental reports and property tax documents on residential and commercial real estate.

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16. Business Partners

average Demand
Here's how Business Partners is used in Relationship Manager jobs:
  • Key liaison between Sales business unit and acquiring business partners responsible for managing new merchant card acceptance and start-up implementation projects.
  • Tracked major weather-related events, working to manage minimal banking center downtime while communicating status to a variety of business partners.
  • Facilitate the relationships between the technology organization and business partners by managing and supporting the delivery of technology products and services.
  • Formed internal business partnerships to create awareness and position Insurance Services products as a complement to consumer bank marketing strategies.
  • Provided guidance to business partners relating to the development of controls for critical business processes to mitigate compliance/operational risks.
  • Created strong connections with business partners increasing customer awareness and deepening of relationships leading to increased profitability and satisfaction.
  • Consult with Business Partners to analyze and streamline systems and operations to increase productivity, quality and efficiency.
  • Combine sales outreach efforts with targeted business partners to suggest investment solutions, cash management and/or treasury strategy.
  • Provide organizational development assistance as a team leader to several internal Line of Business partners.
  • Service request coordination/communication relating to all IBM services delivered to American Express business partners.
  • Identify and successfully capitalize on cross-sell opportunities and make appropriate referrals to business partners.
  • Created memorable experience that cultivated return relationships with customers and business partners.
  • Expanded referral network through internal business partners and external financial intermediaries.
  • Offered fantastic customer service to our marketing business partners and customers.
  • Establish and maintain executive C-level relationships to build strategic business partnerships.
  • Interpret corporate/ divisional guidelines, policies and procedures for business partners.
  • Identify opportunities to introduce customers to specialists and business partners.
  • Developed and maintained relationships with internal/external clients and business partners.
  • Provide organizational development to internal line of business partners.
  • Maintained technical support agreement between business partners and technicians.

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17. Small Business

average Demand
Here's how Small Business is used in Relationship Manager jobs:
  • Managed and developed global technology contract governance programs and routines for the Consumer and Small Business Banking Technology and Operations Division.
  • Develop and service commercial relationship of high value customers and prospects seeking small business/commercial loans and deposit services.
  • Combined consultative sales approach and financial expertise to create value-added solutions for individuals and small business clients.
  • Provided financial services for individuals and small businesses by conducting extensive profiling and needs assessment analysis.
  • Conducted discussions with small business prospects to understand the financial need and identify potential solutions.
  • Specialized in uncovering potential banking solutions for consumer and small business banking needs.
  • Integrated marketing strategy with small businesses to increase overhead profit margin.
  • Designed and executed programs to educate and enroll small businesses participants.
  • Obtained small business clients by personally soliciting new business within the community
  • Directed underwriting and analysis of small business customer portfolio.
  • Customized financial solutions for small businesses and personal accounts.
  • Provided investment services for individuals and small businesses.
  • Established consumer and small business relationships.
  • Targeted consumer households and small businesses.
  • Specialized in Small Business Administration Loans.
  • Formulated Small Business Administration programs.
  • Originate consumer and small business loans
  • Functioned as the bank s Small Business Lending Manager, developed, analyzed and under-wrote a loan portfolio of $20MM.
  • Inform and sell Mortgage products, Investment Products, Consumer lending products, Small Business accounts, and Core Deposit accounts.
  • Acted as the bank's liaison with the Greater Washington Hispanic Chamber of Commerce and the American Small Business Coalition.

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18. High NET

average Demand
Here's how High NET is used in Relationship Manager jobs:
  • Conducted competitive and financial planning seminars for high net-worth individuals.
  • Managed large volumes of cash flow transactions, new account setups and new client funding plans for high net worth individuals.
  • Increased the cross-sell ratio in the 'high net worth' customers by increasing the profitability of the portfolio by 66%.
  • Analyzed most complex financial and credit information for larger business or high net worth customer loans according to business unit standards.
  • Credited with building a strong customer service operation centered on responsive support to high net worth clients with $1M+ assets.
  • Managed conversion of brokerage platform onto fee based platform for high net worth retail investment clients' adherent to DOL regulations.
  • Created and managed the Premier Banking division to service the needs of the bank's affluent and high net-worth clientele.
  • Worked as a junior Relationship Manager / Research Sales & Trading for high net worth individuals and small family offices.
  • Manage a loan portfolio while providing the highest quality advice, services, and products to high net worth individuals.
  • Managed investment portfolio of high net worth individuals and large portfolio of corporate entities in UAE of USD 100 mm.
  • Charged with marketing and selling complex bank investment products for high net worth clients in Latin America and the Caribbean.
  • Developed new business relationships through active market networking with affluent, high net worth segments and key centers of influence.
  • Coached, developed & motivated call center associates in order to build long term relationships with high net worth clients.
  • Continue the stewardship of High Net Worth clients, both individual and corporate, to encourage growth of AUM.
  • Promoted as a Relationship Banker, Managing a portfolio of approximately 200 High Net worth Individuals of the Bank.
  • Managed over 500 accounts which included a combination of government institutions, corporate and high net worth individuals.
  • Promoted to provide service and problem resolution for exclusive, high net-worth clients in the Private Client Group.
  • Assisted and promoted networking; Medical plans, working in partnership with AMEDEX-BUPA for high net worth individuals.
  • Counseled high net-worth individuals and business clients with regard to investment options, monetary returns and FDIC insurance.
  • Targeted high net worth individuals with a portfolio of 300 clients investing with a minimum of $500K.

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19. Equity

average Demand
Here's how Equity is used in Relationship Manager jobs:
  • Promoted Home Equity USA second mortgage products by developing relationships with national brokers, FleetBoston branches and FleetBoston mortgage originators.
  • Researched and resolved escalated issues with customers with mortgage loans and/or home equity accounts related issues received from regulatory agencies.
  • Constructed, monitored and managed equity and balanced portfolios appropriate for account risk tolerance and return expectations.
  • Supervised Production Staff and provided technical assistance in the appraisal/underwriting of equity and mortgage investments.
  • Engaged clients in insightful conversations regarding equity, fixed income, and international market environments.
  • Attended equity and derivatives networking events, conferences and seminars for lead generation purposes.
  • Addressed customer inquiries on home equity accounts including researching and resolving disputes.
  • Analyzed active portfolio of 50-75 home equity accounts for loan modification eligibility.
  • Worked collaboratively on Repurchase Agreement financing with leading Private Equity Funds.
  • Maintained a 25% client retention rate by suggesting strategic investment plans based on fixed income and equity investing report evaluations.
  • Present As an Account Manager I'm responsible for the tactical and ongoing day-to-day management of HealthEquity's Large Employer Groups.
  • Negotiated complex global offers that requires an understanding of global currency, global benefit programs, immigration laws and equity.
  • Execute equity and equity derivatives, as well as index option agency trades for the firms' client base.
  • Cross sold $1million dollar Home Equity account to a client who came in for a notary service.
  • Lead in the development and deployment of a strategic initiative to increase cross-sell opportunities of equity lending products.
  • Procured information from clients to set-up Home & Auto Loans as well as, Equity Lines of Credit.
  • Open Personal, Business, Home Equity, Long Term Investment and Certificate of Deposit accounts for customers.
  • Provided financial and credit services to customers including consumer checking/savings accounts, home equity loans and personal loans.
  • Ranked #1 for production of private funds accounting for approximately $3MM of equity investment in 2006.
  • Worked with mortgage department to close on loan, home equity lines of credit and refinancing applications.

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20. Revenue Growth

average Demand
Here's how Revenue Growth is used in Relationship Manager jobs:
  • Focused on the dynamics that engendered internal collaboration and stimulated client engagement resulting in revenue growth.
  • Develop referral network with existing customers to ensure continue sales revenue growth
  • Used effective presentation skills ensuring revenue growth and market penetration.
  • Manage daily operations of this growing branch with a primary focus on driving revenue growth, increasing profit and managing risk.
  • Recruited, trained, mentored, and supported team efforts, ensuring attainment of retention and revenue growth goals.
  • Crafted revenue growth strategies and methodologies to present product value proposition to stakeholders in various agency and client offices.
  • Increase revenue growth for a large client by eliminating mailing of statements to custodians and using electronic files instead.
  • Recruited and cultivated a network of outside sales dealers, which enable further channels of underwriting and revenue growth.
  • Maintained regular communication with division Manager to discuss driving revenue growth and bringing in new net business from prospects.
  • Managed client portfolio with a net worth of $750,000 and was responsible for client relationship and revenue growth.
  • Maintain and manage high-value client relationship(s) to ensure revenue growth and proactive and timely problem resolution.
  • Make sure all sales, service and specialized needs are met; and help drive overall revenue growth.
  • Contributed towards revenue growth by selling general insurance, mutual funds, life insurance and gold coins.
  • Conducted presentations to new, current, & prospective clients, significantly contributing to revenue growth.
  • Analyzed sale reports and operations to consult with franchisees on their revenue growth and operations compliance.
  • Create and execute short and long-term account plans for each organization to realize substantial revenue growth.
  • Created strong deal pipeline, and laid the foundation for 25% revenue growth in 2008.
  • Promoted in 2007 to manage/develop the bank's largest accounts and increase loan/lease portfolio revenue growth.
  • Create revenue growth as well as implementing effective ideas for budgeting consumer and business services.
  • Drive Specialty revenue growth within the region by identifying target offices and planning sales approach.

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21. Phone Calls

average Demand
Here's how Phone Calls is used in Relationship Manager jobs:
  • Handled day to day office functions including: telephone calls, faxes, copies on scheduled days at the front desk.
  • Answer incoming phone calls from members and other merchants and strive to solve issues or get caller to the right destination.
  • Respond to daily emails, faxes, phone calls from internal and external customers regarding their loan modification process.
  • Executed calling effort by on-site visits, phone calls and WebEx presentations within eight states.
  • Assist management with escalated phone calls or e-mails with goal of resolving issues immediately.
  • Make phone calls to Customer for the recovery of delayed loan or overdraft payments.
  • Receive inbound phone calls from customers and service their needs effectively and efficiently.
  • Make outbound phone calls to the dealers as well as taking inbound calls.
  • Perform weekly reviews and initiate outbound phone calls on at- risk mortgage accounts.
  • Received/screened phone calls and visitors to distribute them to the appropriate personnel.
  • Schedule prospect appointments either through initial contact or by follow-up phone calls.
  • Administer large volume of phone calls and email promptly and professionally.
  • Responded to telephone calls, emails and written correspondence from customers.
  • Answer phone calls to assist card members and potential card members.
  • Work to minimize and/or reduce time between emails and phone calls.
  • Logged activity of all phone calls and accounts via Sales Force
  • Conducted, customer facing phone calls to discuss low performance.
  • Follow up with clients daily via e-mail and phone calls.
  • Answered department telephone calls and routes them accordingly.
  • Received inbound phone calls from customers.

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22. Financial Services

average Demand
Here's how Financial Services is used in Relationship Manager jobs:
  • Company Description: Financial services organization focused on global asset management and long-term performance.
  • Designed, developed and implemented activity based costing systems for financial services clients.
  • Supported branch operational activities and financial services.
  • Determine customers' financial services needs and prepare mortgage assistance documents to submit to underwriting that will address their needs.
  • Migrated 4,000+ National Financial Services users from Reuters to Thomson platform and increased revenue by adding new users and products.
  • Tapped into Fleet's resources and presence in more than 21 countries to deliver these financial services to clients.
  • Market financial services and maintain relationships with affluent clients in Jackson, Cheyenne, Laramie and Sheridan, Wyoming.
  • Developed an effective channel of partners that resulted in achieving the top three clients 100% financial services business.
  • Spearheaded the Commercial Banking/Workplace Financial Services' Direct Mail Campaign resulting in 11% growth in new business.
  • Executed all aspects of client transactions, including Investment Management, Deposits, Loans and Ancillary Financial Services.
  • Managed key partners relationships including Discover Financial Services, North American Bankcard, and Mercury Payment Services.
  • Provide financial services directed at companies with annual sales of $1 million to $5 million.
  • Headquartered in London, HSBC is one of the largest financial services organizations in the world.
  • Provided financial services for several mortgage companies, and worked with them on a daily basis.
  • Process account transactions, assisting customers with selection of financial services on personal and business.
  • Support Branch operations by assisting current and potential clients in selection of fitting financial services.
  • Secured new business for GM financial services with 30% of dealers within territory.
  • Train incoming Credit Analyst to prepare them to attend Frosts' Financial Services University.
  • Educated clients on value of E*Trade services & cross sold appropriate financial services.
  • Coached and engaged staff including tellers, financial services representatives, and bankers.

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23. Bank Products

average Demand
Here's how Bank Products is used in Relationship Manager jobs:
  • Maintained quality of service for all customers, monitored relationship profitability and cross-sold other bank products.
  • Maintained an in-depth knowledge of KeyBank products and relevant business initiatives to ensure appropriate recommendations.
  • Recognized numerous quarters with significant commissions for cross-selling bank products and services.
  • Generated additional business by cross selling other bank products and deposit services.
  • Analyze credit and financial information for processing consumer loans and other bank products
  • Cross sold traditional bank products and significantly boosted portfolio profitability.
  • Developed expertise in cross-selling bank products and investment services.
  • Identified customer needs and recommended appropriate bank products.
  • Increased fee income by 20 percent after creating incentives for our sales reps to cross sell all bank products and services.
  • Generated new business and revenue growth through loan origination, deposits, and cross selling of other Bank products and services.
  • Called on Senior Bank Executives located in Northwest Colorado, Arizona, and Utah to sell correspondent bank products and services.
  • Managed an existing $15 million client portfolio and successfully cross-sold TM services and other bank products to those clients.
  • Cross sell bank products through cold calling, system generated leads, walk-in traffic and asking for referrals from clients.
  • Market bank products and services from deposits, trade finance and credit products and services to our Chinese clients.
  • Position also included the cross selling of other Citibank products including leasing, private bank and investment products.
  • Licensed banker, marketing bank products and services as well as investment and insurance products to clients.
  • Followed up on and reactivated dormant accounts, and inform customers on new bank products and offers.
  • Prepare presentations for potential clients and attend to client meetings to present bank products to enhance sales.
  • Initiated annual cross-training sessions enabling internal bank departments to cross-sell bank products and services to increase revenue.
  • Advised those clients to use the most beneficial bank products and services to achieve those goals.

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24. Risk Management

average Demand
Here's how Risk Management is used in Relationship Manager jobs:
  • Provided business solutions that enhanced customer profitability in the areas of Risk Management, Finance, Marketing, Purchasing and Technology.
  • Developed, implemented and managed multifaceted associate development program designed to enhance risk management, leadership and productivity.
  • Maintained applicable compliance conformity as it relates to data integrity and risk management with government and conventional loans.
  • Protect the firm by following sound risk management protocols and adhering to regulatory requirements.
  • Prepared and reviewed approval memorandums prior to presentation to appropriate credit and risk management authorities
  • Practice sounds risk management protocols and adhere to internal and regulatory requirements.
  • Handle related post-loan examination reports to risk management department on monthly basis.
  • Referred Investment Portfolio and Interest Rate Risk Management opportunities to associates.
  • Manage commercial portfolio including collections/risk management.
  • Applied expertise in asset allocation, compliance, and risk management to meet the needs of the bank and its clients.
  • Protected the firm, bank, and client's businesses by following risk management protocols and adhering to regulatory environments.
  • Utilize data collection, analysis, and trends to measure volatility, improve risk management and mitigate impact on portfolios.
  • Advised business leaders on risk management solutions to mitigate credit and supplier risk, increase cash flow and drive profitability.
  • Work with other departments of the bank - Credit Risk Management, Treasury, Operations, and Credit Administration.
  • Performed a variety of tasks including risk management, commercial portfolio review, bank audit, and relationship building.
  • Played the lead role in credit risk management, analysis, reporting and loan review processes in our department.
  • Assisted clients with cash management, tax analysis, estate planning, investment management, and risk management.
  • Implemented written policies, procedures and Standards of Conduct, Risk Management, Money Laundry, Internal Audits.
  • Conducted and analyzed the clients' credit-worthiness, corporate structure and risk management by using SAP system.
  • Developed overall client strategy to meet investment, trust, risk management, credit and banking needs.

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25. Loan Modifications

average Demand
Here's how Loan Modifications is used in Relationship Manager jobs:
  • Assisted borrowers with gathering documents, payment arrangements, and communicating with underwriters/negotiators for loan modifications and short sale reviews.
  • Trained new hires on the Relationship Manager process to ensure timely and efficient consideration of loan modifications.
  • Conferred with customers by telephone to provide information about loan modifications and other services.
  • Collect delinquent mortgage payments and Initiate preparation of forbearance plans and loan modifications.
  • Created/monitored daily exception reporting for loan modifications within the fulfillment process.
  • Complied and summarized customer requested documentation for loan modifications and amendments.
  • Verified documents required for loan modifications were sent/received.
  • Completed all required documentation for mortgage loan modifications.
  • Managed a unit of 10 associates; ensure all objectives and standards of processing loan modifications are met.
  • Implemented mortgage loan workout programs such as loan modifications, repayment plans, short sales and forbearance agreements.
  • Guided and advised borrowers on their options, and how to apply for loan modifications.
  • Coordinate foreclosures, deed in lieu of foreclosures, short sales and loan modifications.
  • Handled 150-200 accounts monthly; Assisted mortgagors in obtaining loan modifications and avoid foreclosure.
  • Reviewed and prepared applications for loan modifications, repayment plans, and forbearance plans.
  • Served as liaison between Chase and 150 assigned borrowers pursuing loan modifications.
  • Handle a caseload of mortgagors applying for loan modifications and short sales.
  • Assisted homeowners with loan modifications, short sales and repayment plans.
  • Ensured attainment of all objectives and standards of processing loan modifications.
  • Gathered and processed documents for short sales and home loan modifications.
  • Performed loan modifications for clients in need of mortgage assistance Assisted litigation department with other court-related legal work

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26. Customer Retention

average Demand
Here's how Customer Retention is used in Relationship Manager jobs:
  • Provided personal financial counseling to new and existing clients while building relationships that sustained high levels of satisfaction and customer retention.
  • Recognized for customer retention, expansion of services utilized and relationship growth.
  • Increased customer retention through successful negotiation.
  • Forged alliance with Value Team to assist with re-pricing and contract renewal while bolstering customer retention and satisfaction.
  • Act as a consultant to GM dealerships focusing on customer retention, brand loyalty, and customer experience.
  • Build and enhance relations with business executives and individual clients to increase deposit growth and customer retention.
  • Attained 100% customer retention rate through solution focused sales approach.
  • Make outbound customer retention calls, offering additional products and services.
  • Maintained 93% customer retention during a period of high attrition.
  • Improved customer retention and increased branch balance and revenue growth.
  • Exceeded 2008 customer retention goals by 10%.
  • Cross sales, and customer retention.

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27. Wealth Management

average Demand
Here's how Wealth Management is used in Relationship Manager jobs:
  • Counseled clients in selection of financial products and recommended asset allocation, diversification and wealth management solutions.
  • Functioned as liaison between Wealth Management and Investment Groups, while coordinating branch/district participation for program development.
  • Focused on individual wealth management solutions to help achieve accumulation, preservation, and distribution goals.
  • Promote Financial Education around relevant wealth management topics via seminars and events.
  • Created and managed client accounts-Discovered new high wealth clients-Advised on future wealth management
  • Administer banking operations for the wealth management department.
  • Proposed wealth management solutions and opened new accounts.
  • Fostered and developed relationships to include the cross-selling of treasury management products, trade facilities, private banking and wealth management.
  • Worked with multiple divisions such as; wealth management, small business, underwriting, merchant services, and loan origination.
  • Participate in community and business activities to enhance the image position and success to develop new business for PNC Wealth Management.
  • Comply with Wealth Management and regulatory policies and procedures to ensure safety and security of the bank and customer assets.
  • Delivered product training for branch staff on wealth management products such as mutual funds, insurance and Systematic investment plans.
  • Planned seminars for promotion of First Bank products and services such as trust, wealth management, investments and insurance.
  • Coordinated and led presentations to audiences of over 75 attendees, showcasing the portfolio of Wealth Management products and services.
  • Worked with colleagues in Wealth Management to ensure the highest levels of client service and continually progress deals towards closure.
  • Build and maintained Wealth Management and other US Bank products/ to current and potential Private Banking individual and business clients.
  • Provide other credit and non-credit financial services including: Treasury Management, Wealth Management and Letters of Credit.
  • Handled wire transfer requests, referred clients to Treasury Management services, private bank and wealth management services.
  • Offer Private Banking/Wealth Management services through products like mutual funds (debts and equity), Insurance.
  • Source and manage high net worth clients, working comprehensively with their overall wealth management needs.

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28. CRM

average Demand
Here's how CRM is used in Relationship Manager jobs:
  • Managed and maintained account and pipeline information through online CRM system and regularly reported progress to Managing Director.
  • Developed and maintained CRM database for accuracy of partner's bank information and government regulations.
  • Maintained detailed sales and account information in CRM System in support to cross-departmental business intelligence.
  • Managed nation-wide CRM application between technical teams and business departments.
  • Monitored trends within CRM software and implemented product improvements.
  • Develop sales leads of prospective members and track all sales activities and provide regular management reports through Microsoft Dynamics CRM system.
  • Lead team of over 25 associates responsible for training and implementing new CRM program [Epiphany] across North America.
  • Managed outsourced CRM team, oversaw development of customer support materials and scripts, implementation, and account set-up.
  • Conducted data pulls from CRM in conjunction with working with CRM support team to obtain data for monthly reporting.
  • Selected to drive Albany Market U.S. Trust/ Merrill Lynch Fiduciary Pilot CRM Initiative; 1 of 5 nationwide.
  • Developed business requirements, process maps, and end-user feedback needed for the creation of ECM/CRM service applications.
  • Use CRM system for accurate, consistent account, contact, and opportunity management for forecasting and reporting.
  • Developed and implemented CRM, third party reporting, compliance, trading and custodial relationship policies and procedures.
  • Track progress with my dealers and prepare reports for my supervisor through Oracle Sales Cloud CRM software.
  • Increased productivity by implementing efficient processes in the use of the CRM system and in reporting.
  • Created a CRM database to track and analyze all Enterprise customer's accounts and service issues.
  • Leveraged the implementation of CRM system to further automate roadshow process and tracking feedback/minutes post roadshows.
  • Developed and implemented plan to train office on CRM software through individual training and group sessions,
  • Selected to serve on the Internal Communications Committee to guide the use of CRM software.
  • Provided consistently exceptional customer experience, and contributed to the creation of current CRM system.

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29. Credit Reports

average Demand
Here's how Credit Reports is used in Relationship Manager jobs:
  • Collected and processed documentation for underwriting, including income and asset verification, credit reports, appraisals and other relevant documents.
  • Pulled Credit reports and answered basic questions for members regarding loan eligibility and lending criteria.
  • Researched international markets for expansion opportunities and summarized findings in credit reports.
  • Conducted credit analysis and prepared detailed proposals and credit reports for clients.
  • Review credit reports, bank statements, and other critical loan documents in order to ensure borrowers met all criteria.
  • Reviewed all required documents, credit reports, verification of employment/mortgage, appraisals, flood zone determination and titles reports.
  • Review and analyze income documents, appraisals, credit reports, title and Escrow paper work, and purchase contracts.
  • Order internal reports such as credit reports, fees/costs and appraisal and provide along with modification documents to underwriters.
  • Reviewed members' credit reports, approved loans and sold cross products which improved members' financial life.
  • Reviewed credit reports (underwriting) performed by the credit department before submitting them to the Regional Coordinator
  • Reviewed and analyzed property valuations, income statements, balance sheets, tax returns and credit reports.
  • Ordered credit reports and Broker Price Opinions, reviewed Agent Desktop system to assist with customer disputes.
  • Ordered title reports, appraisals, Phase I, consumer and commercial credit reports and property inspections.
  • Reviewed legal documentation, appraisals, collateral, and field audit and personal credit reports.
  • Calculated all types of income along with P&L statements and credit reports
  • Review and verify credit reports, request credit supplements.
  • Examine documents and credit reports for the initial review.
  • Prepared credit reports for new business proposals.
  • Pull and review credit reports for workout.
  • Interpreted appraisals, title and credit reports.

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30. Due Diligence

low Demand
Here's how Due Diligence is used in Relationship Manager jobs:
  • Prepared underwriting and credit proposals for approval, performed due diligence and negotiated legal documentation.
  • Served as primary interface with manager due diligence analysts and discretionary model portfolio managers.
  • Conducted comprehensive business analysis, vendor site visits, and due diligence examinations.
  • Performed market analysis and due diligence research to strategically increase market share.
  • Led facility offering transactions from due diligence, credit analysis to filing
  • Conducted due diligence on institutional and private investors.
  • Provided company due diligence documentation to distributors.
  • Handled account openings for new clients, as well as account changes to existing clients (Performed customer due diligence).
  • Reviewed due diligence/KYC on low, medium and high risk clients exposed to potential money laundering, BSA/AML Risk Assessment.
  • Provide due diligence and research support through data-mining and data validation from external sources on both new and existing borrowers.
  • Assumed responsibility for the Mergers & Acquisitions team's international due diligence with no additional staffing or decrease in responsibilities.
  • Coordinate Due Diligence and Service Governance Inquiries by setting up meetings or gathering the information from the appropriate internal teams.
  • Performed due diligence via thorough understanding of customer demands and tying it back to revenue generation for meeting targets.
  • Manage due diligence items for $75MM currently in loan balances, interfacing with both internal and external clients.
  • Drive and facilitate sales process from initial client targeting, KYC compliance and due diligence, through implementation completion.
  • Evaluated, audited and performed due diligence for banks and other lenders to ensure their interest in projects.
  • Solicited new business, gained the client trust, and acquired necessary financial documentation for underwriting due diligence.
  • Provided pricing, due diligence for term loans, revolving credit facilities, and documentation for loan renewals.
  • Performed and reviewed Enhanced Due Diligence of high risk accounts under a High Risk Know Your Customer Project.
  • Ensured the thorough completion of all due diligence and background evaluations before granting of credit approval.

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31. Customer Base

low Demand
Here's how Customer Base is used in Relationship Manager jobs:
  • Increased customer base by leading the development of marketing strategies and tactics that increased market awareness and deepened existing customer relationships.
  • Contacted prospects and identified opportunities to acquire additional business from existing customer base.
  • Created innovative production strategies resulting in successful retention of our national customer base.
  • Developed and managed business relationships for existing and prospective customer base.
  • Cultivated/managed client relationships of high net worth customer base.
  • Develop customer base and maintain existing customer relationships.
  • Counseled customer base regarding personal financing.
  • Create and support client retention strategies for existing customer base and for new foreign customers interested in investing in the Qatari.
  • Fostered excellent working relationships with customer base which allowed me to consistently exceed monthly sales goal by minimum of 25%.
  • Utilized networking, cold calling, and existing customer base to set appointments and present business solutions to help merchants.
  • Increased revenue and achieved 99% retention ratio by targeting most-profitable customer base of 200 from customer portfolio of 1900.
  • Increased customer base by 25% and expanded existing relationships by prospecting new customers and actively calling on current customers.
  • Credit report: Draft credit report for customer base on their financial statement and the market they are in.
  • Developed strategies that help to increase customer penetration and retention with a view to increasing bank's customer base.
  • Acquired 18 companies from the existing banking customer base to sign up for 10 years auto renewal health products.
  • Prepared and presented sales proposals over the phone to sell IT solutions and services to assigned financial customer base.
  • Trained partners to increase sales and customer base for their merchants by assigning access for partners to GROOVV marketing website
  • Maintained a portfolio of high-risk, high-net-worth, clients with exposure to high-risk geographies and customer base.
  • Maintained the same customer base throughout the assignment, growing the relationships while incurring no credit losses.
  • Championed customer based research into new product development that would enable PayPal acceptance in a new channel.

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32. Business Owners

low Demand
Here's how Business Owners is used in Relationship Manager jobs:
  • Installed hardware and software and trained business owners Provided technical support for equipment including computer integration and service.
  • Fortified legal and accounting alliances by developing marketing strategies for business owners and business planning clients.
  • Develop and execute plans to maximize or consolidate existing third party relationships with business owners.
  • Managed, retained, and developed business relationships with business owners.
  • Contacted Business owners assisted them with merchant services and coverage solutions.
  • Interfaced directly with senior level financial managers and business owners.
  • Consulted with business owners to expand their existing relationships.
  • Managed portfolios of CEO's, Managing Directors, Fortune 500 executives, business owners, and successful entrepreneurs.
  • Build and sustain a professional business relationship with business owners to create opportunities for all channels of the network.
  • Work with business owners to evaluate what services we can provide and how to implement them within their business.
  • Solutions-based banker who takes a One Bank approach on individual business owners, their companies and their goals.
  • Advised business owners/leaders on their organization's financial situation and recommended tools to manage and secure their assets.
  • Set appointments with business owners using phone prospecting, face-to-face prospecting, networking, and referral partner relationships.
  • Sell conceptual business products and services to business owners in a competitive credit card processing and payroll market.
  • Partnered with Shared Services business owners to address issues and track for resolution and trend analysis data.
  • Negotiate pricing between OneWest Bank and vendors in order to reduce cost for the business owners.
  • Worked with business owners and merchants to provide credit card processing, check and payroll services.
  • Generated, serviced, and maintained relationships with business owners in need of credit card processing.
  • Meet new business owners, and set up a new business banking relationship with them.
  • Work independently on cold calling local business owners without an existing relationship with Wells Fargo.

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33. Outbound Calls

low Demand
Here's how Outbound Calls is used in Relationship Manager jobs:
  • Worked directly on inbound and outbound calls with borrowers experiencing difficulty in loss mitigation or foreclosure process.
  • Work directly on inbound/outbound calls worth customers experiencing difficulty during LossMitigation.
  • Maintained a client satisfaction rating of 87.5% - 95% on an average of 400 inbound /outbound calls monthly.
  • Provided sales channel relationship development through proactive efforts, including outbound calls to clients in order to increase revenue retention.
  • Developed leads and conducted market research to enable successful execution of 70+ outbound calls per day and media campaigns.
  • Used profiling tools to identify sales opportunities & makes outbound calls by phone to improve product per customer ratio.
  • Review the decision making process, communicate final decision to borrower/ attorneys/3rd party, performed inbound and outbound calls.
  • Worked with customers via inbound and outbound calls to advise the clients of the best resolution for the situation.
  • Interacted with customers on different selling platforms including outbound calls, self-generated appointments, and teller line referrals.
  • Make outbound calls to customers and 3rd Party Vendors to assist with the conversion of their Certified gateway.
  • Work directly on inbound and outbound calls with customers having trouble during the loss mitigation or foreclosure process.
  • Engage in daily outbound calls and emails by inviting preferred customers into the Financial Center for an appointment.
  • Work directly on inbound and outbound calls with customers experiencing difficulty during the loss mitigation process.
  • Handle inbound and outbound calls to delinquent borrowers to discuss account status and reason for delinquency.
  • Perform outbound calls to clients with opportunities and invite them to the financial center.
  • Completed on average 20 daily outbound calls generating 6 appointments and 1 sale.
  • Converted outbound calls and inbound customer service transactions into sales to drive quotas.
  • Fast paced work environment with steady inbound and outbound calls and frequent change.
  • Make outbound calls to potential borrowers and create interest in our products.
  • Conduct daily outbound calls and emails for consumer and small business outreach.

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34. Financial Advisor

low Demand
Here's how Financial Advisor is used in Relationship Manager jobs:
  • Recognized nationally for identifying and communicating methods to increase efficiency and productivity of financial advisory firms.
  • Developed pipeline of highly qualified diverse candidates for Prudential Financial advisory positions throughout Florida.
  • Provided financial advisory services to retail and corporate customers.
  • Acted as liaison between Private Client Advisory, Mortgage Specialist, Financial Advisory; Back-office support involving specialized client issues.
  • Provided financial advisory for state-owned and publicly traded oil companies for projects worth up to $500 million.
  • Point of contact for nine financial advisory firms.
  • Engaged directly with individual clients and financial advisors related to the marketing of investment products and provided portfolio and performance updates.
  • Identified opportunities to consolidate assets from independent financial advisory firms and created strategies to achieve objective of consolidation.
  • Assisted financial advisors in the preparation of written materials and financial planning/investment letters and proposals.
  • Developed relationships with financial advisors to provide in-depth information regarding financial strategies and outcomes.
  • Grow customer relationship with bank by referring customers to mortgage specialists and financial advisors.
  • Partnered with Financial Advisor and introduced Premier eligible clients.
  • Managed 40 financial advisor relationships providing trading services nationwide.
  • Support financial advisors with account establishments and maintenance.
  • Work with financial advisors to support, train and troubleshoot all client service requests and train on investment platform operational capabilities.
  • Collaborate with partners including mortgage consultants, financial advisors, and business bankers to cross sell clients into the Premier proposition.
  • Acted as a financial advisor to individuals, helping them to prioritize their mortgage, budget and manage finances successfully.
  • Assist our financial advisors when meeting with clients and help to service clients by maintaining communication between the two parties.
  • Selected to coach new Financial Advisors on building successful practices using Managed Products' services, products and advisory solutions.
  • Prepare weekly, monthly, and quarterly Investment reports for Consultants, Fund of fund managers, and Financial Advisors.

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35. Appropriate Financial Solutions

low Demand
Here's how Appropriate Financial Solutions is used in Relationship Manager jobs:
  • Deepen relations connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients.
  • Analyze and provides appropriate financial solutions coordinating Sovereign business partnership to meet and exceed client needs.
  • Connected customers to specialists and offered appropriate financial solutions.
  • Identified and provided appropriate financial solutions.
  • Assess customer needs for existing high asset banking clients, leveraging business knowledge to determine appropriate financial solutions and services.
  • Deepen relationships by offering the appropriate financial solutions and services to both individuals and small business clients.
  • Understand commercial client needs and develop appropriate financial solutions to meet those needs.
  • Deepen relationships with clients Uncover life priorities Offer appropriate financial solutions to consumer and small business clients

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36. Financial Goals

low Demand
Here's how Financial Goals is used in Relationship Manager jobs:
  • Conducted quarterly portfolio reviews to assist clients with meeting their financial goals and identify investment opportunities using needs based selling techniques.
  • Generated and managed portfolios of bank's high net worth clients, providing comprehensive financial goals/planning and recommending tailor-made financial/investment products.
  • Provided financial counseling to customers in order to understand their current business practices and identify their financial goals.
  • Delivered solutions for achieving financial goals through budgeting, asset management and strategic planning.
  • Recommended strategies that clients can use to achieve their financial goals and objectives including recommendations in cash management and investment planning.
  • Provide detailed client solutions through analysis, consultation and review of current and changing financial goals through process improvement plans.
  • Use synergy, goal alignment, and collaboration to help representatives meet financial goals while simultaneously meeting business development goals.
  • Hired to restore or develop and maintain relationships with current and potentially key organizations to meet financial goals and needs.
  • Manage a book of over 250 clients ensuring their financial picture is in line to reach their financial goals.
  • Utilized all of PNC's products and services available to individual clients to help them accomplish financial goals.
  • Uncover client needs and recommend the right financial solution to clients to help them reach their financial goals.
  • Provide clients with the tools, information, and benefits to assist them in attaining their financial goals.
  • Employed advanced techniques to expand knowledge financial goals used to recommend client specific solutions across multiple business lines.
  • Recommend products and services to help the client achieve financial goals and the team to achieve business goals.
  • Schedule, coordinate, and conduct on-site presentations or seminars to help clients meet their financial goals.
  • Coordinated with accountants and attorneys to ensure clients' overall financial goals were properly in place.
  • Coach clients to reach future financial goals by giving appropriate information and steps to get there.
  • Worked with clients to identify their financial goals and matched those goals to appropriate bank products.
  • Review and assess client financial position and advise on how to help achieve their financial goals.
  • Assess client needs and identifying the right products and solutions to achieve their financial goals.

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37. Loan Applications

low Demand
Here's how Loan Applications is used in Relationship Manager jobs:
  • Provided financial consultation services to both consumers and small business clients, regarding debt consolidations, loan applications and investment opportunities.
  • Managed assigned customer relationships and loan portfolios, prepared and managed preparation of loan applications and supporting documents.
  • Partnered with real estate agents to secure customers, originated/investigated loan applications, and managed loan cycle.
  • Verified and examined information and accuracy of loan applications before submitting to underwriting for final review.
  • Prepared loan applications and analyzed financial information during the approval process for commercial lending department.
  • Assimilated initial loan applications and financial packages through frequent communications with clients.
  • Provide home equity application processing services and car loan applications to customers.
  • Manage preliminary review of commercial and consumer loan applications to streamline underwriting.
  • Managed loan applications and problem resolution to exceed loan processing department standards.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Assisted customers with complex loan applications and originated loans.
  • Designed, reviewed and processed customer loan applications.
  • Process loan applications for underwriting approval.
  • Assisted customers with the completion of loan applications, which involved the collection and analysis of data for the applicant.
  • Referred acceptable loan applications to loan committees for approval and ensured loan agreements are complete and accurate according to policy.
  • Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
  • Process new mortgage loan applications; input new loan data into loan software programs and investor automated underwriting systems.
  • Assist customers with opening accounts for savings, checking, IRA's, business accounts, and loan applications.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Submitted $1,912,624 in loan applications, as a start-up department in Lancaster in 2013.

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38. Market Share

low Demand
Here's how Market Share is used in Relationship Manager jobs:
  • Maintained and developed relationships with ninety-seven dealerships that increased volume and market share for Capital One.
  • Developed business ideas that broadened market share and branch profitability from loss to autopilot profit making.
  • Attained market share growth by implementing innovative educational marketing and relationships which strengthened key strategies.
  • Provided consultation for operational improvements in an effort to maximize and increase market share.
  • Created marketing relationships to develop individual increased market share.
  • Positioned brand on 93% of clients' suggested lender list, increasing market share in a highly competitive environment.
  • Planned and facilitated the design of new website to grow national market share and give company a web presence.
  • Used well defined and proven sales process to build territory market share by fostering strong relationships within assigned dealerships.
  • Implemented marketing strategies for the Bank in order to increase market share in the Salt Lake City area.
  • Boosted market shares through the development of new products as well as a strategy for cloud-based solutions.
  • Work with institutions in Western NY, to generate new business and increase student loan market share.
  • Accelerated to top position in market share and top 25% nationwide for lease and retail penetration.
  • Lifted territory performance from 82% to 119% of quota based on market share opportunity.
  • Managed various branches in the New York region to increase market share and acquire new business.
  • Increased overall market share by approximately 10% and monthly leasing activity by approximately 425%.
  • Generated growth to market share by building long term business relationships through outstanding customer service.
  • Recognized as an outstanding business builder who consistently grew market share and won new business.
  • Increased market share by marketing and selling custom award solutions to key recognition professionals.
  • Created product knowledge presentations to owners and employees on products to increase market share.
  • Cultivated and maintained partner relationships in support of increasing market share and exceeding goals.

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39. HR

low Demand
Here's how HR is used in Relationship Manager jobs:
  • Represented team in management meetings which enhanced customer experience through development and implementation of improved operational processes, policies and procedures.
  • Supported Wholesale technical groups through integration activities as well as post-merger outcomes by analyzing current system capacity against projected future volumes.
  • Protected US Bank s bottom line by accurately assessing client relationship benefit and risk through sensitivity analysis of client financial statements.
  • Developed profitable relationships with business professionals through networking, face to face interviews and one to one reciprocation of business.
  • Supervised and developed associates involved with client portfolios; evaluated direct report's performance through mid-year and year-end performance appraisals.
  • Developed strong relationships with Senior Management, maintaining relationships throughout the organization to communicate strategies and manage customer expectations.
  • Implemented employee engagement/loyalty incentive that increased morale and led to the ability to navigate through change management.
  • Created a positive work environment promoting teamwork and collaboration through coaching individual team members to exceed expectations.
  • Mitigated cost and scope risk factors through careful monitoring and analysis of construction progress and statistical data.
  • Managed and serviced portfolio of clients throughout southern California by utilizing time management and organizational skills.
  • Assisted clients in reaching their financial goals through personalized meetings and recommendations of appropriate financial products.
  • Collaborate with staff throughout organization to collect and coordinate data into a unified, understandable presentation.
  • Monitored branch sales and portfolio growth activities and actively solicited business through calls and relationship management.
  • Designed process for organizational redesign that is used by entire HR organization for all organizational changes.
  • Developed staff through face-to-face feedback opportunities, written monthly performance updates and yearly company reviews.
  • Enhanced benefits communications through solicitation of customer feedback and collaboration with communications vendor.
  • Develop new client relationships through prospecting activities to achieve a diversified customer base.
  • Prospected and solicited through various networking/sales techniques, potential endorsed client organizations.
  • Provided training, orientation, supervised and coached staff through professional development.
  • Promoted company products and services in the community through effective communications strategies.

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40. Deepen Relationships

low Demand
Here's how Deepen Relationships is used in Relationship Manager jobs:
  • Maintained ongoing contact with clients at their place of business to deepen relationships and/or complete required performance monitoring/reviews.
  • Develop opportunities to deepen relationships with clients and customers through marketing campaigns and partnership.
  • Identify, build, and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience.
  • Manage a portfolio of 500 client banking relationships while concurrently creating strategies to exceed client expectations and deepen relationships.
  • Utilized the Cannon sales process to deepen relationships, uncover needs and provide financial solutions through comprehensive services.
  • Partner with internal or external contacts to research, analyze and resolve complex problems or to deepen relationships.
  • Build and deepen relationships with existing priority customers to achieve increase in share of wallet and revenue.2.
  • Establish, retain and deepen relationships with customers and potential customers to grow the business.
  • Partner with all sales channels to deepen relationships and maximize revenue opportunities.
  • Build and deepen relationships with clients & sales and marketing of banking solutions
  • Deepen relationships with customers to earn their trust with there banking needs.
  • Identify opportunities for cross selling to deepen relationships with existing clients.
  • Build and deepen relationships with new and existing client portfolio.
  • Deepen relationships and cultivate long lasting relationships with clients.
  • Deepen relationships with customers and open accounts and loans
  • Establish and deepen relationships with clients.
  • Support portfolio growth by identifying cross sell opportunities, coaching the team to deepen relationships and increase client acquisition.
  • Deepen relationships by reviewing customers ' profiles, resolving problems and referring to different specialists.
  • Deepen relationships with business clients by serving as a trusted advisor.

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41. Investment Strategies

low Demand
Here's how Investment Strategies is used in Relationship Manager jobs:
  • Designed and successfully conducted retirement and investment strategies for a diverse group of institutional and individual clients.
  • Developed long term investment strategies correlating to overall goals - weighing susceptibility to risk in order to achieve this growth.
  • Deliver impeccable service to Ultra High Net Worth (UHNW) individuals regarding their investment strategies and banking needs.
  • Manage institutional Relationships and account portfolios (asset value $900+ MM) utilizing several investment strategies.
  • Developed investment strategies to meet short and long term financial objectives of client base.
  • Generated and implemented new investment strategies through research of global markets and companies.
  • Traveled with client portfolio managers to speak on investment strategies

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42. New Relationships

low Demand
Here's how New Relationships is used in Relationship Manager jobs:
  • Work closely with technology teams and field executives to maintain customer satisfaction and develop new relationships with prospective clients.
  • Managed the overall relationship for deposit-intense middle market commercial customers to expand and develop new relationships.
  • Expanded existing profitable relationships and developed new relationships while maintaining quality service for all customers.
  • Created new relationships with local non-profits with promotional products and special event apparel.
  • Exceeded volume goals by driving new relationships and strengthening existing relationships.
  • Prospected for new relationships and cross-sold ancillary products to existing relationships.
  • Developed strategic marketing plans to attract new relationships.
  • Created several new relationships through accounts opening.
  • Developed many new relationships with customers.
  • Established and developed relationships with some of New York City's largest public Internet firms and closed several substantial new relationships.
  • Set up business meetings with existing and prospective bank clients with the goal of establishing new relationships and enhancing existing ones.
  • Establish and develop new relationships with Franchise and Independent dealers specializing in Heavy Equipment, maintain and improve existing relationships.
  • Acquired and developed new relationships through client referrals, hosting client events, and building strong internal partnerships.
  • Maintain and enhance relationships with the existing customers, as well as building new relationships.
  • Seek and cultivate new relationships with clients as well as deepening relationships with existing clients.
  • Maintain current relationships, while establishing extensive outside referral sources and build new relationships.
  • Expand the size and quality of the client base through initiating new relationships.
  • Cultivated new relationships to grow portfolio while maintaining moral and ethical values.
  • Maintained a small loan portfolio of existing customers and built new relationships.
  • Expanded business by negotiating new relationships with existing and new merchants.

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43. Primary Contact

low Demand
Here's how Primary Contact is used in Relationship Manager jobs:
  • Serve as the primary contact for customers and approved third parties: including but not limited to investors, and attorneys.
  • Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects.
  • Served as primary contact for department; addressed inquiries, troubleshot issues, and facilitated a positive customer experience.
  • Served as primary contact for questions, concerns, and issues with General Electric FSA and HRA programs.
  • Served as the primary contact for resolving problems and managing complex client service needs within branches.
  • Served as the subject matter expert and primary contact for all project and production related topics.
  • Acted as primary contact for 80 businesses with total invested assets of over $400 million.
  • Developed loan processing procedures for foreign schools as the primary contact for the international market.
  • Served as primary contact and liaison between outside lead generation team and sales team.
  • Acted as the primary contact and as the internal owner of my assigned portfolio.
  • Served as the primary contact and coordinated client interaction with a team of specialists.
  • Recognized as the primary contact for 75 key accounts in the Greater Chicago area.
  • Served as primary contact for shareholders and heirs of dormant or unclaimed assets.
  • Served as primary contact for clients Human Resources team on key clients.
  • Served as the primary contact for customers and approved third parties.
  • Acted as a primary contact for all clients' customary needs
  • Served as primary contact for third party administrators and trustees.
  • Served as the primary contact for affluent retail banking clients.
  • Serve as the primary contact and relationship manager for vendors.
  • Designated as primary contact for Short Sales within department.

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44. Corporate Clients

low Demand
Here's how Corporate Clients is used in Relationship Manager jobs:
  • Developed business plans for new corporate clients, deepened existing programs participation and increased revenue growth within each financial center.
  • Expanded and managed professional relationships with 125 corporate clients with an emphasis on optimizing sales and customer satisfaction.
  • Provided financial consulting and management expertise to subsidiaries of European corporate clients across a range of industries.
  • Established, maintained and developed strong relationships with target corporate clients and delivered high quality services.
  • Trained corporate clients on corporate programs and services while developing additional product offerings.
  • Performed credit analysis and financial forecasting for the corporate clients.
  • Prepared and reviewed annual presentations for individual and corporate clients.
  • Managed relationships with 45 Global Account Management System corporate clients within the Bank, its branches in Ukraine and global network.
  • Initiated discussions with seniors of corporate clients on strategic funding requirements and led deal execution, tracked progress of pipeline deals.
  • Developed and maintained relationships with new and existing corporate clients; serviced their needs and advised on the suitability of services.
  • Collaborated closely with board members of major corporate clients, including; Intel, Elizabeth Arden, PetSmart and Phoenix Digital.
  • Provided financial advisory to investors & conduct promotional campaigns for Mutual Fund products & presentations to corporate clients.
  • Spearheaded diversified portfolio of corporate clients from contracting, advertising, trading, retail and FMCG industries.
  • Managed a portfolio of 25 corporate clients on the mining, pharmaceutical, and consumer industries.
  • Identified new business opportunities from UAE operations of the large and mid-size Indian Corporate Clients.
  • Managed the relationship between large corporate clients and the Bank for transfer agent services.
  • Marketed Internet banking and cash management products to the bank s corporate clients.
  • Monitored the Opening and Closing of Accounts for individual and corporate clients.
  • Conduct product demo presentations to employees, trainees and major corporate clients.
  • Created salary and banking accounts for 400 new individual and corporate clients.

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45. Special Projects

low Demand
Here's how Special Projects is used in Relationship Manager jobs:
  • Facilitated the planning, execution and completion of special projects involving underwriting and quality assurance.
  • Garnered service star accommodations from senior management for timely completion of assigned special projects.
  • Cross-trained to participate in special projects, including implementation of new information systems.
  • Coordinated and successfully completed special projects under the guidance of Corporate Vice-President.
  • Facilitated special projects, including bolt-on system enhancements and new product implementations.
  • Supervised various client requested special projects to ensure timeliness of completion.
  • Participate in ongoing special projects in collaboration with other departments.
  • Travel planning private and commercial - Special projects: Weddings, Birthday Party planning, World Series Gala, Stanley Cup festivities
  • Designed, implemented and maintained databases, files, and reports as needed for ongoing accounts and special projects.
  • Utilized prioritization, organization, and time management skills required to focus on meeting deadlines on special projects.
  • Participated in or led special projects, such as training and development of processes and procedures for staff.
  • Facilitate daily team meetings as well as assist in special projects, sales campaigns and assignments as requested.
  • Assisted Puget Sound Regional Director in management of the Seattle Private Banking office through various additional special projects.
  • Analyze and compile information with specific attention to detail for various internal reports and special projects.
  • Worked on special projects and as a Subject Matter Expert/Team Lead to assist my peers.
  • Commended for multitasking abilities; frequently assigned to special projects during peak call volume.
  • Performed all duties as directed by management, such as assisting with special projects.
  • Worked special projects when assigned to ensure compliance to ongoing state and federal mandates.
  • Take on special projects that require attention to detail in addition to assigned work.
  • Monitored and maintained department scheduling, special projects, and employee benefit packages.

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46. Sales Goals

low Demand
Here's how Sales Goals is used in Relationship Manager jobs:
  • Meet and achieve sales goals and objectives by supplying customized interpretations and solutions based on customer's individual financial necessities.
  • Collaborate with teller line, Sales & Service Specialists, and Relationship Bankers, to ensure daily sales goals are met.
  • Led a team of five sales and service staff to reach and exceed branch and personal sales goals by 10%.
  • Surpassed 100% of profit, deposit, loan, and sales goals defined by Sales Manager in first 90 days.
  • Developed and implemented a business growth strategy for individual and commercial clients, constantly exceeding sales goals by 30%.
  • Created and manage pipeline of clients and prospects for future selling opportunities with objective of meeting and exceeding sales goals.
  • Exceed sales goals and attain 115% of quota in challenging market as compared to company average of 90%.
  • Created territory sales reports detailing all revenue, new client acquisitions, and sales goals for each geographic region.
  • Generated complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
  • Lead the Champion Branch team to achieve national recognition in Investment and Loan campaigns exceeding annual sales goals.
  • Established, retained, and deepened relationships with banking center customers and potential customers while achieving sales goals.
  • Presented product and service initiatives to fulfill new business sales goals and to increase revenue targets per client.
  • Focus New Business resources to support Sales and National Account efforts toward achieving overall sales goals for the organization
  • Used successful strategy of partnership selling to exceed monthly sales goals, averaging 115% of plan.
  • Exceeded monthly sales goals for deposit accounts, credit products, internal referrals, and client retention.
  • Established a record for surpassing sales goals for business information, IT, research and other services.
  • Manage and motivate a staff of 15 to meet or exceed sales goals to increase branch profitability.
  • Achieved 130% and 110% of new business loan and investment sales goals, respectively.
  • Created and maintained weekly and monthly reports concerning account acquisition, portfolio management and sales goals.
  • Exceeded sales goals that included personal and business loans and deposits, fee income and retention.

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47. Financial Institutions

low Demand
Here's how Financial Institutions is used in Relationship Manager jobs:
  • Led bilingual client-service department supporting domestic and international financial institutions and their merchant clients with third party transaction processing services.
  • Managed portfolio of 250 clients with continued success in relationship deepening leading to acquisition of assets from other financial institutions.
  • Initiated aggressive prospecting campaigns which resulted in acquiring key accounts from other financial institutions.
  • Provided assistance, follow-up, and resolution for Financial Institutions day-to-day operational activities.
  • Promoted treasury management products and credit products to regional and community financial institutions.
  • Introduced solutions for financial institutions to innovate their customer relations.
  • Managed ten partner relationships with participating New England financial institutions.
  • Evaluated the creditworthiness and risk profile of financial institutions.
  • Provided support for Barkley Financial Institutions.
  • Consulted financial institutions on digital marketing.
  • Establish relationships with senior management and EFT specialists with a group of 250 financial institutions who have a Star Network Membership.
  • Partnered with other financial institutions and lines of business to deliver the full complement of CAN products and services.
  • Performed Account Management role to financial institutions by identifying solutions and orchestrated team members to assist in the process.
  • Worked with financial institutions to develop digital strategies, as well as to execute well-defined action plans.
  • Market and cross sell international trade finance and global payments products to corporate clients and financial institutions.
  • Bank sold to Bank of America 2008, one of the world s largest financial institutions.
  • Coordinated the collections of assets from financial institutions on behalf of new and existing clients.
  • Sell financial services, such as loan to customers of financial institutions and business establishments.
  • Served as the main liaison between customers, financial institutions, management and sales team.
  • Generated 2nd largest cash vault client in MUFG s Financial Institutions Group.

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48. Internal Departments

low Demand
Here's how Internal Departments is used in Relationship Manager jobs:
  • Reacted to change productively and handled other essential tasks as assigned; maintains communication with internal departments and external customers.
  • Participate in monthly Administrative Oversight Committees and weekly team meetings/conference calls with Emblem Health internal departments and delegated entities.
  • Planned and prioritized organizational needs and collaborated with internal departments to understand project scopes and initiatives.
  • Coordinated with internal departments, other banks and regulatory authorities to ensure smooth account operations.
  • Collaborated with internal departments to identify emerging issues and provide constituents with expert resources.
  • Developed solutions-focused relationships with internal departments, clients, and affiliated financial partners.
  • Resolved escalated service and/or compliance issues from other internal departments within the company.
  • Format contracts, SOP/WI and facilitate effective communication within internal departments.
  • Interact with multiple internal departments daily to deliver efficient client experience.
  • Contacted internal departments to clear any outstanding issues for underwriting guidelines.
  • Coordinated and delivered client training in tandem with relevant internal departments.
  • Fostered a positive relationship with the customer and internal departments.
  • Communicated and cooperated with internal departments and external professionals.
  • Served as a liaison between the borrower, various entities, including internal departments within the company (client).
  • Served as, a liaison between the customer and other entities, including internal departments within Chase.
  • Acted as liaison between clients and internal departments to communicate, research, and investigate client issues.
  • Coordinate with internal departments of the Bank for smooth and preferred services to the customer;.
  • Acted as a liaison between the customer, the Underwriting team, and other internal departments.
  • Work with internal departments to ensure a high level of support for the client.
  • Served as primary liaison between clients, field personnel, and internal departments.

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49. RFP

low Demand
Here's how RFP is used in Relationship Manager jobs:
  • Collaborated with sales, product management and executive leadership to lead RFP projects and consistently meet client-mandated submission deadlines.
  • Participated in numerous new business opportunities including RFP finalist presentations.
  • Secured and retained sales positions on 62 preferred lender lists with target accounts through relationship selling and RFI/RFP processes.
  • Conducted RFI, RFP, evaluated vendor responses, and created criteria to evaluate vendors prior to selection.
  • Identified staffing vendors through RFP process and created successful working relationships that resulted in hiring of 300+ contractors.
  • Partner with Finance to address RFP and contract negotiations involving assigned clients that lead to additional revenue growth.
  • Develop client newsletters and product commentaries and review RFP/DDQ answers to ensure the message is accurate and concise.
  • Increased company s growth by securing new clients with effective communication, consulting, and writing RFP.
  • Fielded sales calls, managed vendor relations, and assisted with the completion of RFP's.
  • Coordinated and responded to questionnaires, RFP's, and RFI's from clients and consultants.
  • Participated in client presentations and assisted with RFP and Transaction Memo for potential cross sell products.
  • Collaborated with Sales staff on Request for Financial Proposals (RFP) for presentations to municipalities.
  • Prepared Requests for Proposals (RFP's) for banking services of public fund clients.
  • Created marketing materials, perform reporting, RFP's, procurement, & vendor negotiations.
  • Participated in request for proposal (RFP) process for collateral valuation and underwriting vendors.
  • Influenced culture shift to proactive, sales driven organization vs. reactive, RFP driven approach.
  • Engage technical team and respond to RFP requests with formal proposal within stated deadlines.
  • Evaluate, establish and manage external partner relationships including RFP processes and SLA definition.
  • Organized and managed the execution of several RFP's for exclusive Vendor on Premise.
  • Prepare RFI & RFP responses including: pricing recommendations, profitability and operations processes.

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50. C-Level

low Demand
Here's how C-Level is used in Relationship Manager jobs:
  • Leveraged extensive, long-term relationships with industry C-level management to negotiate pricing and volume requirements.
  • Presented and sold liquidity management solutions to C-level executives of large blue chip corporations.
  • Developed loyal business relationships with C-level management and their Operations personnel.
  • Acquired and developed relationships with Fortune 1000 C-level executives.
  • Developed and maintained existing relationships with C-Level Executives.
  • Created and delivered presentations to C-level executives.
  • Provided workforce management consulting to managers and C-level executives for all phases of an employee life cycle from recruitment to retirement.
  • Engaged Director and C-level contacts of Fortune 2000 accounts and utilize Value Selling to uncover key business objectives.
  • Collaborated with Product, Operations and C-level executives to develop a prioritization process for all IT projects.
  • Managed 20+ C-level marketing executive relationships to drive $100mm+ annual sales of SaaS software suite.
  • Engaged managers, directors, and C-Level Executives in order to establish strong business relationships.
  • Worked with client staff and C-level business stakeholders on work stream analysis and delivery.
  • Establish and strengthen relationships with senior and C-level executives to retain and expand business.
  • Liaised with C-Level executives to assist with contract compliance on a bi-weekly basis!
  • Presented and sold merchant payment processing solutions to business owners and C-Level Executives.
  • Partner with C-level executives to strategically manage employee populations of 200+.
  • Planned Executive retreats and coordinated the schedule of four C-Level managers.
  • Value and ROI selling to C-level decision makers.
  • Prospected via email and telephone to C-Level clients.
  • Marketed and executed sales of eCommerce, business-to-business solutions to C-level executives.

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20 Most Common Skill for a Relationship Manager

Financial Needs17.7%
Financial Products14.7%
Customer Service10.4%
Loan Portfolio8.6%
Client Relationships8%
Ensure Compliance7.2%
Credit Card Transactions3.4%
Financial Statements3.2%

Typical Skill-Sets Required For A Relationship Manager

RankSkillPercentage of ResumesPercentage
1
1
Financial Needs
Financial Needs
13.9%
13.9%
2
2
Financial Products
Financial Products
11.6%
11.6%
3
3
Customer Service
Customer Service
8.2%
8.2%
4
4
Loan Portfolio
Loan Portfolio
6.7%
6.7%
5
5
Client Relationships
Client Relationships
6.3%
6.3%
6
6
Ensure Compliance
Ensure Compliance
5.7%
5.7%
7
7
Credit Card Transactions
Credit Card Transactions
2.7%
2.7%
8
8
Financial Statements
Financial Statements
2.5%
2.5%
9
9
Customer Relationships
Customer Relationships
2.4%
2.4%
10
10
Business Development
Business Development
2.4%
2.4%
11
11
New Clients
New Clients
2.3%
2.3%
12
12
Relationship Management
Relationship Management
2.1%
2.1%
13
13
New Accounts
New Accounts
1.8%
1.8%
14
14
Loss Mitigation
Loss Mitigation
1.8%
1.8%
15
15
Real Estate
Real Estate
1.7%
1.7%
16
16
Business Partners
Business Partners
1.6%
1.6%
17
17
Small Business
Small Business
1.4%
1.4%
18
18
High NET
High NET
1.3%
1.3%
19
19
Equity
Equity
1.2%
1.2%
20
20
Revenue Growth
Revenue Growth
1.2%
1.2%
21
21
Phone Calls
Phone Calls
1.1%
1.1%
22
22
Financial Services
Financial Services
1.1%
1.1%
23
23
Bank Products
Bank Products
1%
1%
24
24
Risk Management
Risk Management
1%
1%
25
25
Loan Modifications
Loan Modifications
1%
1%
26
26
Customer Retention
Customer Retention
1%
1%
27
27
Wealth Management
Wealth Management
1%
1%
28
28
CRM
CRM
0.9%
0.9%
29
29
Credit Reports
Credit Reports
0.9%
0.9%
30
30
Due Diligence
Due Diligence
0.8%
0.8%
31
31
Customer Base
Customer Base
0.8%
0.8%
32
32
Business Owners
Business Owners
0.8%
0.8%
33
33
Outbound Calls
Outbound Calls
0.8%
0.8%
34
34
Financial Advisor
Financial Advisor
0.7%
0.7%
35
35
Appropriate Financial Solutions
Appropriate Financial Solutions
0.7%
0.7%
36
36
Financial Goals
Financial Goals
0.7%
0.7%
37
37
Loan Applications
Loan Applications
0.6%
0.6%
38
38
Market Share
Market Share
0.6%
0.6%
39
39
HR
HR
0.6%
0.6%
40
40
Deepen Relationships
Deepen Relationships
0.5%
0.5%
41
41
Investment Strategies
Investment Strategies
0.5%
0.5%
42
42
New Relationships
New Relationships
0.5%
0.5%
43
43
Primary Contact
Primary Contact
0.5%
0.5%
44
44
Corporate Clients
Corporate Clients
0.5%
0.5%
45
45
Special Projects
Special Projects
0.5%
0.5%
46
46
Sales Goals
Sales Goals
0.5%
0.5%
47
47
Financial Institutions
Financial Institutions
0.5%
0.5%
48
48
Internal Departments
Internal Departments
0.5%
0.5%
49
49
RFP
RFP
0.4%
0.4%
50
50
C-Level
C-Level
0.4%
0.4%

19,479 Relationship Manager Jobs

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