Banking Relationship Manager Resume Samples

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Banking Relationship Managers establish a more personal relationship with their clients and their business needs by building and maintaining ongoing relationships with them. Banking Relationship Managers' resumes display such skills as identifying, developing, servicing, and managing business relationships by using the cash flow conversation, and working closely with bank partners to develop, service, and expand client relationships. Banking Relationship Managers are able to list bachelor's degrees in the fields of communications, business, English, or public relations on their resumes.

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1

Business Banking Relationship Manager

Attracted and retained loyal clients by reputation of integrity, knowledge and accountability.

  • Contact Business owners assisting them with merchant services and FDIC coverage solutions. Achieved over 260% of production targets. Traveled within the region.
  • Manage a portfolio of over 1200 corporations, 2009 Presidents team top producer.
  • Top performer for the months of August, September. Exceeding in deposit Goals by 140% while selling serving and sustaining clients.
  • Led in new monies 1st, 2nd and 3rd quarter. One top 2 % commercial advisor for the year of 2008. Managed special assets with 16 million and profits for company.
Candidate Info
14
years in
workforce
1
year
at this job
BA
Real Estate License
Business Development
2

Workplace Banking Relationship Manager, Assistant Vice President

Surpassed sales goal annually, 129% in 2011 and 126% in 2012.

  • 2012 Circle of Excellence Performer.
  • Received Chairman's Refer Program Award in 2011 and 2012.
  • Consistently grew portfolio of managed companies contributing to household and revenue growth, achieving 125% of new enrollment goal.
  • Fostered partnerships with Bank's different lines of business to growth portfolio, partnerships contributed to 75% of new company enrollments.
  • Trained and coached branch personnel to create a consistent flow of referrals, regions supported consistently meet or exceeded production goals.
  • Assisted with on-boarding of new Relationship Managers to team.
Candidate Info
37
years in
workforce
3
years
at this job
BA
Business Administration
Human Resources Management
3

VP Business Banking Relationship Manager

Grew new business clients by 22% over the prior year through development of out of the box marketing programs. Coached and mentored front line branch personnel to enhance services.

  • Increased Bank Branding by 50% through participation in community events, professional organizations and Chamber of Commerce functions. This grew the SBA business by 20%.
  • Evaluated yearly branch personnel performance plans and monitored development plans.
  • Managed a portfolio of 300 clients and maintained a retention rate of 95% as a result of increased one on one relationship building. This dramatically increased customer satisfaction.
  • Reduced NSF activity by 50% by developing a branch teller alert system while still ensuring compliance with banking center procedures and maintaining excellence in customer service.
  • Supervised and coached branch personnel on sales techniques, service excellence, compliance guidelines and new product offerings while creating a cohesive and enthusiastic environment.
  • Professionally represented the bank by participating in banking events both in the local community and within the bank footprint. This generated leads and developed partnerships.
Candidate Info
13
years in
workforce
3
years
at this job
4

Business Banking Relationship Manager

Acquire and service large business accounts of the branch and be a one point of contact for all their transactional banking requirements such as forex transactions, international remittances etc. Cross-sell loans and trade finance services and insurance products to the clients and increase the deposit base of the branch. Work with the sales team of 6 people and manage their sales strategy for sourcing business accounts

  • Cross-sold loans worth $12.8 M ( highest in western region with team of 53 RMs for FY 09-10)
  • Increased deposit base from $1.9MM to $13.8 MM, 180% achievement of the target
  • Acquired 115 new accounts as against a target of 96
  • Got the highest performance rating of " Exceeds Expectation" for FY09-10
  • Won a trip to Thailand as winner of All India Insurance Contest in the bank
  • Promoted and moved to Relationship Manager- ECG under " Fast Track Development" program
Candidate Info
3
years in
workforce
2
years
at this job
BA
Engineering
MBA
Master of Business Administration
5

Small Business Banking Relationship Manager

Responsible for developing the small business portfolio through internal and external calling efforts to prospect and existing customers. In addition, provided day to day branch operations support and managed the branch as needed.

  • Developed and hosted multiple mortgage clinics.
  • Customer service scores improved resulting in the branch being number one in the region.
  • Credit card sales increased resulting in the branch being in the top 10% for the region.
Candidate Info
69
years in
workforce
2
years
at this job
Real Estate License
6

Vice President /sr. Business Banking Relationship Manager, Business Banking Group

Originated over $60M in loans and $10M in deposits

  • Managed a portfolio of 267 domestic and international accounts generating over $1.5M in annual portfolio revenue
  • Simplified form used to satisfy the Bank's compliance requirements for new and existing accounts
  • Exhibited strong portfolio management skills resulting in good credit quality loan portfolio
  • Developed new credit and non-credit relationships targeting companies within the Tri-State area
  • Cross sold the Bank's products and services, which included cash management, trade finance and foreign exchange instruments
  • Assisted and actively participated in the structuring and underwriting of new credit transactions
  • Conducted regular review of customer base to ensure that all accounts were fully compliant with HSBC's KYC policies and documentation requirements
Candidate Info
15
years in
workforce
2
years
at this job
BBA
Finance
7

Vice President, Business Banking Relationship Manager

Developed and retained profitable business accounts for over 250 customers

  • Originated commercial loans, deposits and treasury management products
  • Coached and managed five branch managers resulting in an increase in new deposits and loans
  • Business Banking Core Value Award 2008
Candidate Info
24
years in
workforce
1
year
at this job
8

Business Banking Relationship Manager

Managed portfolio of 300+ business clients with support to 12 branches

  • Expanded portfolio by 60% with new business development
  • Increased product penetration by 40% with cross-selling personal products
  • Conduct call clinics to include scripting and objection clinics and sales rounds
  • Exceeded 100% or better in all 5 categories each quarter for all 3 years
Candidate Info
6
years in
workforce
4
years
at this job
9

Senior Vice President - Business Banking Relationship Manager

Identify and develop new business opportunities and manage existing client relationships. Produce and execute sales plans and strategies focused on credit and active cross-selling of treasury management, foreign exchange, and international products. Manage a portfolio of over 100 clients with $20MM in loans and $95MM in deposits. Build a strong network of COIs to acquire new client relationships and generate revenue opportunities for the bank.

  • Sourced and closed a $6MM term loan and a $1MM line of credit for a patent commercialization company allowing them to make strategic acquisitions of technology patents and grow revenues over 20%. This also resulted in an additional $150K in annual bank revenue.
  • Closed a $3MM SBA commercial mortgage and a $1MM line of credit for a manufacturer and international distributor of luxury goods. The client is relocating and consolidating their US headquarters and warehouse, saving them $50K in annual rental expense.
  • Deepened an existing relationship by closing a $2MM line of credit for a $20MM revenue online apparel retailer. The client switched their relationship to [company name] including treasury products and merchant services.
  • Acquired the relationship of a US subsidiary of a $4B revenue hospitality and restaurant group. The $6MM deposit relationship has expanded to include treasury products and merchant services. This client, the result of an aggressive cold calling effort, generates over $110K of annual revenue to the bank.
  • Financed a $1.25MM term loan and line of credit for a specialty food retailer enabling them to open a 2nd NYC location, which more than doubled their revenues. They are currently reviewing a 3rd location.
Candidate Info
29
years in
workforce
6
years
at this job
BBA
Accounting
MA
Finance
10

US Corporate Banking Relationship Manager

Managed portfolio of Fortune 250 public companies in the southeast in retail, healthcare, airline, food distribution and software industries; monitored and structured credit facilities and identified cross sell opportunities for treasury management, institutional investment management, capital markets and corporate trust.

  • Initiated and recommended credit requests for clients for further approval.
  • Monitored financial performance of clients to ensure appropriate risk rating and covenant compliance for credit facilities.
  • Golden Spoke (Wholesale Banking Top Sales and Service Award) recipient in 2002.
Candidate Info
18
years in
workforce
3
years
at this job
BBA
Bachelor of Business Administration

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