Banking Relationship Manager Resume Samples - Page 3

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

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.

Find out what is the best resume for you in our Ultimate Resume Format Guide.

21

Mortgage Banking Relationship Manager

Contacted customers to discuss documentation required for home retention workout evaluations

  • Analyzed customer information to provide a final decision recommendation for their application
  • Communicated eligibility decisions to customers utilizing soft skills
  • Received numerous accolades for dedicated customer service and for exceeding customer expectations
Candidate Info
4
years in
workforce
1
year
at this job
BS
Mathematics
22

Private Banking Relationship Manager

Provided wealth management services and commercial products for a diversified group of Private Banking Clients including high net worth individuals, law firms, investment banking, accounting and theater industry clients.

  • Manage a portfolio of High Net Worth clients and privately held companies.
  • Provide solutions for deposit, lending, investment, custody and trust products.
  • Partner with fixed income trading and mutual funds group to provide investment programs.
  • Prepared and delivered sales proposals and coordinated implementation of cash management solutions.
  • Product focus on offering disbursement banking, ACH products and account reconciliation services
  • Managed relationships for cash management clients and coordinated ongoing support.
Candidate Info
14
years in
workforce
14
years
at this job
BBA
Marketing Management
23

Government Banking Relationship Manager

Establish and maintain relationships with Government Entities such as School Districts, Villages, Towns

  • Balance cash flow for Department to maintain billion dollar portfolio
  • Manage staff and ensure that all daily tasks are completed accurately, timely, within compliance.
  • Manage collateral to ensure client funds are 100% insured
  • Attend Trade shows and conferences to establish and grow relationships
Candidate Info
20
years in
workforce
3
years
at this job
AS
Management Training Program
24

Business Banking Relationship Manager

Manage and Grow Existing Client Relationships

  • Recognize Financial Needs
  • Advise Clients On Their Financial Needs / Cash Flow
  • Develop Pipeline
  • Effectively managing and building a portfolio of clients in the low to middle market segment ($10 Thousand -$500 million annual revenue size) and effectively identifying cross-sell opportunities for each assigned relationship.
Candidate Info
14
years in
workforce
2
years
at this job
BA
Sociology
25

Business Banking Relationship Manager Iii

Manage a portfolio of 40+ high value Business Banking client relationships.

  • Expand professional network and develop new business by cultivating and deepening relationships with existing clients, prospects and centers of influence.
  • Doubled the expected new banking relationships in Q1 and Q2, 2014.
  • Built viable multi-million dollar sales pipeline in less than one year of employment with Chase.
Candidate Info
4
years in
workforce
2
years
at this job
AA
Associate of Arts
26

Business Banking Relationship Manager, Commercial Loan Officer

  • Managed a diverse commercial loan portfolio of approximately $20 million.
  • Underwrote and analyzed commercial credit transactions for commercial real estate, lines of credit, letters of credit, acquisition, equipment, and other loan needs.
  • Managed several additional commercial banking relationships through cross-sold services with product partners including: Deposits, Treasury Services, Wealth Management, Merchant Bankcard, Corporate Card, and International Services.
  • No loan losses in four years by proactively managing problematic loans.
  • Met customer needs with a sense of urgency and retained relationships.
  • Cultivated new banking relationships for businesses with revenues up to $20 million, with loan needs of $500 thousand to $5 million, through strategic prospecting and networking efforts
Candidate Info
14
years in
workforce
7
years
at this job
Commerce And Economic Development
27

Assistant Vice President of Business Banking, Business Banking Relationship Manager

Responsible for attracting, retaining and expanding relationships with local businesses. Leverage market knowledge, internal partnerships and center of influences to drive results.

  • Apply a proactive approach to portfolio management and offer customized solutions to ensure success with short and long term financial goals.
  • Responsible for building trust with a variety of businesses in a number of industries to enhance their cash flow- whether it be saving money or creating efficiencies
  • Responsible for driving individual business sales and revenue growth by offering deposit accounts, loans, treasury management, fraud protections services, merchant processing and retirement planning services.
  • Responsible for leading, coaching and supporting business banking sales activity within assigned market. Served as an in-house expert to my team to help generate additional revenue within the branch circuits.
  • Responsible for preforming cash flow analysis, credit approval memos, annual loan reviews and SBA guaranteed loan packages.
  • Manage and support PNC strong risk management culture by completing compliance training and ensuring operational and financial safety.
Candidate Info
16
years in
workforce
4
years
at this job
BA
Business Administration
28

VICE PRESIDENT, Senior Business Banking Relationship Manager

Responsible for the development of commercial loans and cross selling products to companies and healthcare entities up to $30 million in sales throughout greater central Ohio.

  • Actively participated in the Bank's alternative energy vertical in the development of credit strategies and marketing plans that resulted in the generation of over $1M in new loans.
  • Interacted with the bank's retail delivery channel in the sourcing of new business and giving guidance on the credit worthiness of prospective borrowers.
  • Member of the Bank's non-profit team and worked at developing marketing plans to drive new business from a variety of non-profits in greater central Ohio.
Candidate Info
24
years in
workforce
2
years
at this job
BA
Political Science
29

Regional Private Banking Relationship Manager

  • Maintained a book of high net worth clients for the Boise region.
  • Identified consumer residential lending and commecial credit needs.
  • Worked with the applicants to obtain all needed documents for the loan underwriters.
  • Valid Series 7, 63 and 66 Idaho State life insurance licensed.
  • Currently preparing for Charted Financial Analyst exam.
Candidate Info
11
years in
workforce
2
years
at this job
HS
International Business
AS
International Business And Business Law
BA
Finance
30

Assistant Vice President - Premier Banking Relationship Manager

Ranked second in the country of over 350 Relationship Managers in 2013. The key areas calculated were customer satisfaction calls, retention of new business, acquisition, personal lending, mortgages and new savings deposits from my customers.

  • Senior level Relationship Manager responsible for being a trusted advisor to key personal and business customers of the bank. With over 300 customers in my specialist portfolio, I built highly proactive, long-term relationships with customers and key business introducers to generate sustained revenue growth and new client acquisition.
  • Managed over 300 clients (annual income or savings balance in excess of $250,000). Exceeded goal by achieving credit balance growth of over 25% and debit balance growth of 40% from all bank products and services.
  • Generated over $20 million of new savings balances from my customers as well as over $1.5 million in personal lending and $7 million in mortgages from competitors.
  • As senior advisor among a team of 14, was responsible for most key relationships in bank, referring business to all areas across the bank including private banking.
  • Consistently identified banking solutions for new and existing clients using a consultative and collaborative approach; achieving biennial accreditation with distinction every year without fail.
  • The lead organizer and facilitator of customer events. This involved networking events with customers and potential new acquisitions as well as seminars for customers that gave in depth insight into the bank offerings.
Candidate Info
13
years in
workforce
3
years
at this job

Your Resume, Made Easy.

You are looking for your dream job and need a resume? My Perfect Resume is your solution and takes the hassle out of resume writing. Create the perfect job-worthy resume effortlessly in just a few clicks!