Banking Relationship Manager Resume Samples - Page 4

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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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31

Private Banking Relationship Manager / AVP

Manage private client relationships (clients with $500,00-$3mil investable assets).

  • Primary responsibility to increase revenue via profiling and sales.
  • Coach and train staff to cross sell bank products to PCG customers.
  • Required to meet monthly monetary goals on loans, investment and small business.
Candidate Info
19
years in
workforce
4
years
at this job
32

National Corporate & Investment Banking Relationship Manager

Expanded the National Corporate and Investment Banking platform from its base in the Northeast into the Midwest focusing prospecting efforts on corporations with revenues of $500 million-$2 billion.

  • Coordinated the origination, structuring and execution of 12 different financing deals providing an aggregate of $2.4 billion of funding for large corporate and middle market customers throughout the Midwest.
  • Cross-sold clients and prospects J.P. Morgan suite of products and services including syndicated credit, private placements, bonds, equity financing, foreign exchange, derivatives, domestic and international treasury services, short-term investments and investment management.
  • Partnered with senior bankers to manage a $250 million portfolio of loans to middle market and large corporate clients.
  • Originated $25 million in loans to clients through focused prospecting and leading the credit review process through analysis of companies' business strategies, financial statements and projections and presenting each case to a committee comprised of senior credit officers.
  • Structured lending terms and loan covenants based on modeled projections, ratio analysis and stress testing.
  • Received the highest cumulative score in the Credit Analyst/Associate training program.
  • Managed team responsible for providing fund accounting and administration services to large family of mutual funds assuring accuracy and timeliness of posting trades, recording of shareholder transactions and general ledger entries and calculating daily NAV's.
  • Communicated with fund managers, custodian banks and transfer agents on a daily basis as the primary point of contact for the team and provided quarterly performance reports and various ad-hoc reports to clients.
Candidate Info
12
years in
workforce
8
years
at this job
BA
Bachelor of Arts
MA
Finance
33

National Corporate & Investment Banking Relationship Manager

Expanded the National Corporate and Investment Banking platform from its base in the Northeast into the Midwest focusing prospecting efforts on corporations with revenues of $500 million-$2 billion.

  • Coordinated the origination, structuring and execution of 12 different financing deals providing an aggregate of $2.4 billion of funding for large corporate and middle market customers throughout the Midwest.
  • Cross-sold clients and prospects J.P. Morgan suite of products and services including syndicated credit, private placements, bonds, equity financing, foreign exchange, derivatives, domestic and international treasury services, short-term investments and investment management.
  • Partnered with senior bankers to manage a $250 million portfolio of loans to middle market and large corporate clients.
  • Originated $25 million in loans to clients through focused prospecting and leading the credit review process through analysis of companies' business strategies, financial statements and projections and presenting each case to a committee comprised of senior credit officers.
  • Structured lending terms and loan covenants based on modeled projections, ratio analysis and stress testing.
  • Received the highest cumulative score in the Credit Analyst/Associate training program.
  • Managed team responsible for providing fund accounting and administration services to large family of mutual funds assuring accuracy and timeliness of posting trades, recording of shareholder transactions and general ledger entries and calculating daily NAV's.
  • Communicated with fund managers, custodian banks and transfer agents on a daily basis as the primary point of contact for the team and provided quarterly performance reports and various ad-hoc reports to clients.
Candidate Info
12
years in
workforce
8
years
at this job
BA
Bachelor of Arts
MA
Finance
34

Business Banking Relationship Manager

Responsible for generation and management of a profitable loan and deposit portfolio and non-interest income from businesses with annual sales of $1 - $5 million through the development and retention of long term, profitable client relationships.

  • Responsible for maintaining and growing a portfolio of approximately 200 existing business and mixed households.
  • Retains and strengthens current relationships and seeks to develop new business through various channels such as cross-sales and working referrals.
  • Manage credit process for all loans sourced by Branch between $100K and $2.5 million. Typical portfolio size of $5 - $12MM. Actively participates in various sales campaigns. Meet and exceeds sales goals in deposits, loans, fee income and referrals.
  • Partner with Branch Managers on joint calling, best practices, educate branches on Commercial Banking products. Work with 360 partners as necessary to drive referrals.
Candidate Info
14
years in
workforce
7
months
at this job
HS
Computer Programming
HS
Information Technology Systems
Business Administration
35

Business Banking Relationship Manager

Prospecting with a successful closing ratio which includes my T&PS, Merchant and SBA Lending.

  • Book of business clients ranging from 3mm to 20mm in annualized revenue.
  • Established very close professional relationships with cross-LOB partners in the local market branches, mortgage merchant services, TM and business and consumer underwriters.
  • Tier 1 sale teammate among my group of peers for all quarters of 2013 and 2014.
Candidate Info
20
years in
workforce
4
years
at this job
36

Business Banking Relationship Manager III, Assistant Vice President

Responsible for developing a sales focus in the Gurnee market place, maximizing acquisition opportunities within 7 North Metro locations. Train and coach new Business Bankers at 3 locations.

  • Participate in new product development, marketing, and training.
  • SBA Specialist. Responsible for all SBA package review and training for our region of 7 Business Bankers. SBA resource for Commercial Lending team.
  • Participate in all management level tasks, hiring training, coaching, planning, budgeting and reviews.
  • 2006, 2005, 2002 & 2001 Top Sales Producer
Candidate Info
9
years in
workforce
6
years
at this job
Business Administration & Management
37

Priority Banking Relationship Manager

Lead Sales Representative in specialized Priority Program to high net worth clients.

  • Integrate existing Priority Portfolio through Needs Assessment to increase sales in deposit growth, loans and retirement fund management in partnership with UB Investment Services.
  • Weekly outbound sales calls to Referral Network and Sources - CPAs, Attorneys, Irvine Chamber
  • Booked over $3 million in consumer and business loans over past year
  • Build client base through referrals from existing clients
Candidate Info
10
years in
workforce
4
years
at this job
BA
Business Administration
38

Commercial Banking Relationship Manager

  • Grow, retain and attract profitable client relationships by identifying cross-sell opportunities which includes but not limited to credit, treasury management, asset management, capital markets.
  • Lead discussions with portfolio management and underwriters to assist with deal structuring to meet client’s needs.
  • Identify and maintain a prospective client list comprised of businesses across diverse industries with annual revenues from $10 - $50 million.
  • Manage a portfolio of approximately 20 clients.
  • Partner with banking partners to deliver a full complement of PNC’s products and services.
Candidate Info
13
years in
workforce
3
years
at this job
BBA
Bachelor of Business Administration
MS
Finance
39

Business Banking Relationship Manager, Assistant Vice President

Managed a portfolio of 100 business relationships involving credit exposure of $3 to $10 MM.

  • Responsible for growth, retention and profitability of portfolio by providing financial counseling to customers, cross-selling commercial loans, deposits and other [company name] services.
  • Visit and telephone clients on a regular basis to maintain a strong working relationship.
  • Worked closely with all bank partners to develop, service and expand client relationships.
Candidate Info
18
years in
workforce
2
years
at this job
MBA
Business Communications
40

Business Banking Relationship Manager

Develop business credit customers with 5MM in annual sales and below.

  • Actively engage in sales process of business credit products and services.
  • Manage the growth and the profitability of the book of business assigned.
  • Directly responsible for the retention and the expansion of the 338 customer book of business.
  • Source new clients through self-initiated business development efforts to meet loan volume goals.
  • Effective communication and interpersonal skills and the ability to work independently.
Candidate Info
10
years in
workforce
6
years
at this job

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