Commercial Relationship Manager Resume Samples

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Commercial Relationship Managers are employed by banks and help financial institutions achieve revenue growth objectives. Essential duties highlighted on a Commercial Relationship Manager resume sample are identifying lending and deposit opportunities, developing new customer relationships, conducting financial analysis, collecting documentation, and taking actions to reduce risk. The ideal candidate should showcase in his or her resume relationship management skills, credit evaluation expertise, communication and interpersonal abilities, analytical thinking, deadline orientation, and confidentiality. Education requirements include a degree in business and training in accounting, finance, or marketing.

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1

Commercial Relationship Manager

Grew public funds portfolio from $150 million to over $500 million by year-end 2007

  • Managed public funds relationship with an extensive portfolio of more than 150 key clients
  • Generated loans, deposits and cross-sold all applicable bank services to existing customer base, increasing profitability from existing business
  • Identified prospects, evaluated financial needs and developed new business opportunities through superior consultative and negotiation skills.
  • Evaluated credit requests and approved loans within approved lending limits and made appropriate recommendations where higher approval was needed, ensuring all loans met corporate standards and federal laws.
  • Represented the bank within the community and developed new business opportunities through formal and informal networking and event participation with banking days.
  • Worked with the service departments to create procedures to increase customer service and improve customer satisfaction and loyalty
Candidate Info
5
years in
workforce
2
years
at this job
BS
Telecommunications
2

Vice President and Commercial Relationship Manager / Officer

Title earned in 2001 was V.P. and Business Relationship Manager; the position title changed twice by 2010, though always retained exact same responsibilities, and was always an officer-level position.

  • Managed portfolio of over 200 of SunTrust's most profitable banking clients - businesses generating $5MM - $15MM in annual revenues.
  • Managed all commercial lending requests up to $2.5MM - application though closing.
  • Grew revenue by both penetrating (upselling existing accounts) and expanding (adding new accounts) markets.
  • Acted as interim team lead during positional absence.
  • Consistently placed in top 20% of 500 relationship managers company-wide.
  • Achieved President's Club status for sales excellence, 2009 and 2010.
Candidate Info
41
years in
workforce
9
years
at this job
C
Business Banking Officer Training
Sales Training
Banking And Management
3

Commercial Relationship Manager

Held responsibility for identifying new business opportunities, initiating new client relationships and developing the existing client base through the sale of all commercial bank products and services.

  • Acted as the bank's representative of Community Boards in Baton Rouge, working directly with various business owners in order to provide advice that enabled profitability.
  • Accurately assessed risk on various commercial loan accounts, including presenting all new account requests to executive management for approval.
  • Achieved annual loan portfolio growth goal of $1M+
  • Achieved annual deposit growth goal of $300M+
  • Achieved 100% of New Client Goal
  • Achieved 172% of Loan Growth goal
Candidate Info
15
years in
workforce
2
years
at this job
BA
Economics
4

Commercial Relationship Manager

Held responsibility for identifying new business opportunities, initiating new client relationships and developing the existing client base through the promotion and sale of all commercial bank products and services.

  • Served as the bank's representative of Community Boards in Baton Rouge, working directly with various business owners in order to provide advice that enabled profitability.
  • Accurately assessed risk on various commercial loan accounts, including presenting all new account requests to executive management for approval.
  • Achieved annual loan portfolio sales growth goal of $1MM
  • Achieved annual deposit sales growth goal of $300M+
  • Achieved 100% of New Client Goal
  • Achieved 172% of Loan Growth goal
Candidate Info
6
years in
workforce
2
years
at this job
BA
Economics
5

Commercial Relationship Manager

Demonstrated outstanding capacity for community relations in order to achieve and exceeded FY 11/12 Q3 & Q4 and FY 12/13 Q1 & Q2 KPIs

  • Selected to run the Customer Web Portal project in conjunction with the rollout of [company name]'s new website due to exceptional technical expertise and fantastic communication ability.
  • Ensured both variety and depth of professional knowledge, and successfully completed ITIL training.
  • Facilitated highly-reviewed account-planning sessions for the portfolio to identify key strategic business opportunities with both internal and external stakeholders.
  • Improved cross-functional communications in order to provide opportunities to introduce other [company name] contacts at the customer site across all the levels of the business.
Candidate Info
6
years in
workforce
1
year
at this job
HS
Fashion Business
Textiles
6

Commercial Relationship Manager

Primarily responsible for development of new business relationships covering annual sales of up to $20 million and loans up to $5 million

  • Originated and grew current loan portfolio consisting of $46 million of CRE and C&I credits
  • Grew 62 new client relationships to bank
  • Consistently exceeded required calling goals on current customers, potential customers and centers of influence throughout market area.
  • Assisted internal partners with their business development goals by providing referrals and making joint calls
  • Actively engaged in portfolio management through on-going annual credit review processes
  • Completed Omega credit training
  • Maintained a thorough knowledge of lending policies
Candidate Info
32
years in
workforce
6
years
at this job
BS
Business Administration & Political Science
MA
Master of Arts
7

Commercial Relationship Manager

  • Generated and managed profitable loans, deposit portfolios and non-interest income from businesses with annual sales of $1- $10MM.
  • Managed business and mixed household account portfolios. Retained and strengthened business relationships while developing new business through various channels such as cross-sales and working referrals.
  • Implemented a customer profile database tracking system for mortgages, deposits and the financial status for cross selling and financial planning of at least 250 clients.
  • Actively participated in various sales campaigns.
  • Worked with "360
  • Highly active in business networking.
Candidate Info
10
years in
workforce
5
years
at this job
C
Amsouth Bank
8

Assistant Vice President - Commercial Relationship Manager

Managed a portfolio of approximately 200 small business and commercial clients and mixed household accounts for profit and generation of sustainable revenue.

  • Retained and strengthened current relationships and developed new business through various channels such as cross-sell and referrals.
  • Supported eleven branches and handled complex business clients assigned to branch market.
  • Acted as a resource for others in the branch on business products and services, loans and deposits portfolios of up to $2.5MM
  • Actively involved with the Cobb Chamber of Commerce, networking closely with Attorneys, CPA's, Builders and others who are centres of influence in the community.
Candidate Info
15
years in
workforce
2
years
at this job
BS
Finance
MBA
Master of Business Administration
9

Vice President, Core Commercial Relationship Manager III

Responsible for the acquisition, retention, and expansion of core commercial relationships in Greater Cleveland / Northeast Ohio.

  • Worked with companies of up to $30MM in annual revenues and total credit needs of up to $5MM.
  • Utilized credit enhancements such as the SBA 7(a), SBA 504, and other SBA programs.
  • Partnered with internal specialists such as Treasury Management, Wealth Management, Merchant Services, and Private Banking to refer opportunites and enhance the customer experience.
  • Produced role model or highly accomplished metrics in the areas of client growth, loan growth, revenue growth, and deposit growth; while maintaining role model metrics in portfolio credit metrics.
Candidate Info
29
years in
workforce
4
years
at this job
BBA
Finance
MA
Management
Education
10

Commercial Relationship Manager

  • Actively managed a $13.9M commercial loan portfolio with $3.1M in deposits while maintaining loan losses at 0%.
  • Developed relationships with prospects, COI network, and clients resulting in new business formation.
  • Achieved established goals related to deposit growth, loan production, cash management sales, fee income, and consumer loans.
  • Successfully managed loan portfolio, renewals, accounts, and past dues to under 30 days.
  • Present loan analysis to loan committee for approval and effectively communicate terms to clients.
Candidate Info
11
years in
workforce
5
years
at this job
BA
Business / Marketing
MBA
Finance / Marketing

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