Banking Relationship Manager Resume Samples - Page 2

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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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11

Commercial Banking Relationship Manager

Responsible for managing loans which range from $50 thousand to over $5 million

  • Perform all underwriting related functions including overseeing all financial statement analysis, tax return analysis, projection analysis, and cash flow ratios
  • Utilize superior communication abilities to build and maintain positive customer relationships
  • Successfully increased the loan portfolio to $4 million within 1 year and exceeded annual sales goals by 33%
Candidate Info
14
years in
workforce
3
years
at this job
12

Business Banking Relationship Manager

Succeeded in reaching 139% of lending goals and 105% of Treasury Management goal within five months of production.

  • Responsible for acquiring new balance sheet assets and maintaining existing relationships with companies that have revenues between $1 and $10 million dollars.
  • Provide financial and business consulting to book of business clients as well as offering solutions for cash flow improvements.
  • Consult with businesses on traditional banking products as well as cash flow management tools, electronic information access, and tax return/financial analysis.
  • Manage relationship with internal banking partners in different lines of business to identify cross-sell opportunities.
  • Focus on low risk industry segments such as healthcare, manufacturing and professional services.
  • Generate new business opportunities through networking the involvement in local chamber of commerce events and industry specific networking events.
Candidate Info
5
years in
workforce
1
year
at this job
BS
Finance
13

Business Banking Relationship Manager

Maintained up to 20 prospective or existing client appointments weekly.

  • Conducted interviews with clients and prospects for financial needs.
  • Completed and packaged commercial loan applications for efficient underwriting.
  • Closed new and renewal loans while maintaining client files.
  • Provided superior customer service and generated referrals to other lines of business.
  • "First Star Performer" for team in 2012 by exceeding goals in four primary categories.
  • Consistently highest generator of referrals to other lines of business on team.
  • Coordinated business brainstorming workshops and "financially fit" business workshop.
  • Served as Subject Matter Expert and Presenter on "Obtaining Credit and Business Loans" for a small-business workshop sponsored by the FDIC and called "Opportunities for Small Business." Planned for six months on this one-day seminar for more than 70 business leaders in the Quad Cities Area.
Candidate Info
23
years in
workforce
1
year
at this job
BS
Finance
14

VP, Business Banking Relationship Manager II

Acquired, enhanced and retained portfolio consisting of $31 million with a focus on client experience and protecting the firm

  • Performed annual client reviews
  • Used knowledge of business, finance, banking, credit and risk management to identify, deliver comprehensive and customized solutions tailored to the financial needs of business clients.
  • Identified SBA and commercial real estate lending opportunities within Portfolio, COI's and internal partners
  • Examine and analyze information from different sources to formulate strategic plans while maintaining safety and soundness for the Bank as well as being an effective advocate for client
  • Processed all loans in excess $100,000
Candidate Info
18
years in
workforce
1
year
at this job
15

Business Banking Relationship Manager

Effectively manage a Book of Business with 100 plus business clients with over 95% client retention

  • Provide business owners with strategic planning and coaching to invest funds, accelerate receivables, control payables and provide credit for business growth
  • Exceptional at investigating, analyzing and resolving client inquires regarding but not limited to account maintenance, service request, credit status and credit decisions
  • Develop financial planning for the business clients to maximize revenue and profit for their business
  • Strong understanding of business clients needs and industry change
  • Proven ability to work urgently and effectively from home providing business clients with quick responses
  • Trained and mentored branch staff on negotiation techniques to generate and retain business relationships
Candidate Info
12
years in
workforce
5
years
at this job
16

Business Banking Relationship Manager, Vice President

Effectively acquires, manages and grows profitable account relationships for small business clients that have annual gross revenue of more than $1MM and less than $5MM.

  • Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new primary relationships.
  • Proactively partners with existing clients in order to fully understand their businesses, goals, working capital strategies and challenges.
  • Accurately assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the client/prospect succeed financially.
  • Performs effective financial analysis and underwriting in the areas of credit, cash flow and collateral.
  • Effectively partners with other lines of business to deliver the full complement of the SunTrust enterprise.
  • Structures and analyzes working capital needs to develop appropriate financing solutions.
Candidate Info
18
years in
workforce
3
years
at this job
BBA
Marketing Management
17

Assistant Vice President- Business Banking Relationship Manager

Serve as trusted business advisor to Chicago land business owners and prospects with revenues of $3 million - $30 million in an effort to achieve business and personal financial goals. Collaborate with a team of product partners utilizing the One Bank Sales Cycle to understand holistic business needs. Negotiate, compromise, and mediate with internal partners to ensure that credit decisions result in prudent risk-reward tradeoffs.

  • Built portfolio from zero to 75 clients in a short time period, through the use of customer management tools and exceptional Relationship Management Experience.
  • Built and maintained credit portfolio with community-based, C&I and CRE credits up to $2.2 Million.
  • Mitigated losses due to exceptional credit analysis.
  • Collaborated with other lines of business provide exceptional financial analysis and cash management support and implementation.
Candidate Info
15
years in
workforce
2
years
at this job
BA
Business
MA
Finance And Management
18

Business Banking Relationship Manager/credit Analyst

  • Managed a loan and deposit portfolio of $10 Million
  • Provided excellent customer service to customers to help resolve problems and explain complex financial transactions
  • Underwriter of commercial real estate, inventory and accounts receivable loans using financial ratios, cash flow calculations, and historical trends to make a decision for approval of a credit application
  • Processed renewals/payouts and make loan draws on established loan commitments
  • Monitored customer portfolios and past due accounts to ensure that loans were in compliance with regulatory guidelines.
  • Ensured monthly review of operating and collateral performance and ongoing monitoring of commercial and ABL clients.
  • Conducted loan closings and client calls
Candidate Info
16
years in
workforce
13
years
at this job
Sociology
19

Business Banking Relationship Manager

Managed a book of approximately 60 privately-held clients with revenues between $3 and $30 million; Deposits Balances of $29MM and Loan Outstandings of $32MM

  • Deepened and enhanced existing client relationships by offering solutions to improve cash flow, reduce risk, and finance growth
  • Worked with internal partners to offer SBA financing, equipment leasing, investment, personal wealth management, residential mortgage and employee benefit options
  • Solicited similarly-sized companies; Conduct needs assessments to determine how Wachovia deposit, cash management, and credit products will benefit
Candidate Info
5
years in
workforce
2
years
at this job
BBA
Finance And Marketing
20

Vice President, Commercial Banking Relationship Manager

Responsible for the growth of loans, deposits, and fee income in the commercial banking market segment.

  • Manage a commercial loan portfolio of approximately 49 relationships. Responsible for underwriting, annual loan reviews, grading of credit facilities, renewals, and collections.
  • Responsible for maintaining the quality of the loan portfolio, and minimizing potential losses due to possible deterioration of the underlying collateral and cash flow sources. Analysis of financial statements, pro forma budgets, and real estate appraisals, thus ensuring the integrity of the credit process and protection of the bank's assets.
  • Participated in all aspects of commercial lending cycle
  • Ranked 5th nationally in Overall Performance, [company name] Small/Mid-Sized Markets (11% percentile)
  • Responsible for managing and developing two Relationship Support Specialists
Candidate Info
19
years in
workforce
4
years
at this job
BA
Economics

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