Banking Relationship Manager Resume Samples - Page 5

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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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41

Business Banking Relationship Manager

  • Manage a portfolio of over 100 business clients handling their loan, deposit, and cash management needs.
  • Responsible for developing new relationships targeting businesses with annual revenues of $1MM to $10MM through active calling efforts.
  • Analyze financial statements and tax returns to prepare loan packages for underwriting.
  • Prepare Credit Reviews and Problem Credit Reports for credits not meeting Loan Agreement requirements.
  • Work with other bank partners including equipment financing and SBA to uncover sales opportunities among both current and potential business clients.
  • Provide excellent customer service to all banking relationships.
  • Meet quarterly with branch personnel to improve their understanding of business products and recognizing potential leads.
Candidate Info
71
years in
workforce
16
years
at this job
BBA
Finance / Commercial Banking
42

Private Banking Relationship Manager / Vice President

Managed client relationships - provided products/services and assisted clients in finding solutions to their financial needs. Worked with a diverse population of high net worth, influential Private Banking clients. Clientele included: commercial real estate builders and investors, executive professionals and business owners. My portfolio consisted of commercial, consumer and mortgage loans, deposit relationships as well as many active and complex secured and unsecured credit lines.

  • Underwrote, monitored and maintained client commercial and consumer loan portfolios. Worked to provide appropriate credit structure ensuring quality and adherence to established guidelines and loan covenants. Met both bank and client objectives. Prepared credit requests for senior credit approval (addressing risk, pricing, structure, repayment and market data). Oversaw entire loan process: Initiated and reviewed supporting loan exhibits, ordered loan documents, executed final loan exhibits, fund disbursement and booking. Monitored on-going covenants.
  • Business Development - obtained new clients and further developed existing client relationships within Private Banking and through referrals to internal partners within the bank including: Commercial/Consumer Mortgage, Retail Branches, Income Property, Builder Banking, and Investment Services. Participated in various outside organizations including: MGMA (Medical Group Management Association), RMA (Risk Management Association), Puget Sound Business Journal events and CREW (Commercial Real Estate Women).
  • Assisted Puget Sound Regional Director in management of the Seattle Private Banking office through various additional special projects. Led various internal credit training sessions. Marketed Private Banking to other internal partners. Worked with management team to create action plans to resolve issues identified during internal audits.
Candidate Info
18
years in
workforce
12
years
at this job
BA
Education
43

Government Banking Relationship Manager-promotion

Manage 70 client names in a portfolio which consists mainly of Towns, Counties and School Districts. Territory consists of Madison, Cortland, Cayuga, Herkimer, Oneida, Tompkins, Onondaga, Oswego and St. Lawrence counties.

  • Present and educate clients and prospects on a variety of products in treasury services, credit and investment banking.
  • Maintain excellent client facing skills, develop deep relationships and meet/exceed aggressive sales goals.
  • Attend multiple community events and conferences to network with clients and prospects.
Candidate Info
8
years in
workforce
2
years
at this job
AS
Science
BS
Major-psychology Minor-business Administration
44

Business Banking Relationship Manager

Continuously improving credit analysis, prospecting, and networking skills

  • Cover multiple markets and work with six branches and fourteen bankers with 10 to 12 million in business deposits
  • Held role of VP, President, and Mentor of Business Networking international
  • Maintain large book of business through retention date base and reviews
  • Exceed at annual Business Banking goals
  • Work with personal bankers to help them achieve their goals
  • Experienced with SBA 504 lending
  • Referred over $5,000,000 in booked loans to commercial banking
  • Work with all types of businesses and cross sell personal banking needs
Candidate Info
15
years in
workforce
7
years
at this job
BS
Business
45

Business Banking Relationship Manager

  • Profile new and existing commercial clients to ensure cross-sell of deposits, credit, and other bank products
  • Follow up on all business accounts to ensure the full opportunity has been captured
  • Successfully grow existing relationships by providing more sophisticated lending solutions and cash management products
  • Awarded President's Club honor for exceeding production goals
Candidate Info
23
years in
workforce
12
years
at this job
BA
Literature
Financial Accounting
46

Business Banking Relationship Manager

  • Promoted to Business Banking Relationship Manager for NYC/New Jersey Market
  • Completed Relationship Manager Sales Program
  • Assist clients by reviewing each businesses operating model and cash flow conversion cycle for efficiencies and cost savings
  • Provide commercial financing: short-term working capital lines, commercial mortgages, etc.
  • Provide exceptional service to existing clients and seek out strong businesses to book new business
Candidate Info
5
years in
workforce
2
years
at this job
BA
Economics
47

Private Banking Relationship Manager

Assistant Vice President

  • Provide advice, counsel and high level customer service to meet the financial needs of clients.
  • Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements.
  • Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management.
  • Work with key business partners in branches, investments, trust and other divisions within [company name] to meet the needs of affluent clients.
  • Utilize relationship development techniques to manage and grow the client portfolio, including targeted sales calls, profiling, building referral sources and community visibility.
  • Provided investment advice that was catered to the client needs and referred the business to the Financial Advisor.
Candidate Info
9
years in
workforce
5
years
at this job
BBA
Bachelor of Business Administration
MA
Master of Arts
Business Administration
48

Mortgage Banking Relationship Manager/loan Modification Processor

Manage a pipeline of loan files that include FHA/VA, Conventional, Fannie Mae, USDA, daily while exceeding monthly production and quality goals

  • Process modification applications for existing home mortgage customers
  • Communicate on-going status and final decision to the borrower timely, adequately, and accurately
  • Analyze financial statements, tax returns, credit reports and other documents provided by the borrower and ensure the borrower is notified promptly of the need of additional information
  • Research and review complex files and implement effective solutions to resolve aged inventory
  • Providing above average customer service to deepen relationships and instill trust in our clients
  • Answering mortgage related questions and providing loan specific documents to homeowners
  • Providing support with new coming employees
  • Offering additional services to homeowners to expand client relationships
Candidate Info
7
years in
workforce
3
years
at this job
AA
Associate of Arts
49

Private Banking Relationship Manager

  • Specialized in working with established and emerging affluent clients. I proactively market to “C Suite” executives, specific medical professionals and attorneys.
  • Standard and customized lending solutions.
  • Partner with my team to provide a “Whole Picture” approach to meet client needs.
  • Develop relationships with outside COIs’ to generate business referrals.
  • Targeted marketing to specific medical staff at hospitals that are clients of the bank.
Candidate Info
12
years in
workforce
3
years
at this job
BA
Music And Business

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