This requires ongoing customer contact and business conversations at the Sr.level, product presentations / demos, and business specific conversations including customer business and learning strategies and ROI metrics. Employers: Find Surveys For This Job. (Investment Lines of Credit, Unsecured lending), Be adaptable and take on additional assignments as needed including Treasury Management, Investments, Insurance, Financial Planning and Trust Services, Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships, Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients, Identifies and successfully capitalizes on cross-sell opportunities and makes appropriate referrals, Middle market commercial lending experience, Develop a carefully balanced strategic and operational business plan including objectives, product plan, marketing and sales plan, operating policies and performance measurement systems for the department under the general guidelines provided by the Managing Director, Promote the sales and marketing activity to the target market decision makers within customer organizations throughout the defined markets, Carefully seek and exploit new market opportunities continuously for the division (30%), Support RMs by acting as liaison between Asian Corporate Banking (East) and Product Office in NY and other departments to cross-sell bank products and services by proactively identifying transaction opportunities, marketing each product to identified clients, negotiating the terms and conditions, and executing and documenting the transactions, Such products will include derivatives, capital markets activities, foreign exchange, mergers and acquisitions, leasing, securitization, syndications, structured and trade finance, and cash management activities (20%), Negotiate terms, structure loan financing based on risk considerations, and present credits for approval to appropriate levels of authority within the bank as required, Operate as the key member of the deal and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns as well as deliver activities in instituting cross-selling initiatives to clients across all areas of the bank and transitioning them into significant sales (5%), Perform and coordinate other duties and projects as assigned by Department Head or RMs (5%), Bachelors degree in Business/Finance/Economics or equivalent work experience required, Excellent oral and written communications skills including excellent business writing, editing, and proofreading skills, Japanese/English bilingual skills required, Strong relationship management and business development/sales skills, Thorough knowledge of credit and credit quality, Thorough knowledge of bank products and services, Excellent presentation, verbal and written communication skills, Responsible for educating clients on the business benefits of Digital Insight' products and services, Prepare proposals and presentations for specific recommendations for programs, services, and products, Attend conferences as required to network, establish and maintain relationships, Through a formal call program, will expand a portfolio of clients by effectively cross-selling opportunities for each assigned relationship to include, but not limited to: credit capital markets services, treasury management services, insurance, M&T Investment Group and employee benefits products, Works with business officials of local government organizations and school districts, their financial advisors and bond counsel, to procure negotiated bond underwriting business, Being an advisor to clients on all financial needs with an increased emphasis on municipal investment banking, Bachelors degree or in lieu of a bachelors, four years of relevant work experience, Five years experience in government banking lending or similar field, Proven track record with refinancing transactions, debt restructurings for local governments, Prior public finance experience supporting underwriting and financial advisory engagements, Makes retention and business development calls on existing and potential new customers, Develops new customer prospects and business for the Bank, Verifies loan documents are complete and accurate according to approval, Recognizes opportunities to offer customer(s) additional bank products and services to meet their needs, Maintains a client portfolio for the bank (<$10MM), Work with Management to make recommendations on loan pricing which are competitive with the marketplace and achieves an acceptable return for the bank, Work with Management to structure loans (term, covenants, collateral, guarantees, etc.) Create a Resume in Minutes with Professional Resume Templates, Banking Relationship Manager Resume Samples. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. interpersonal communication skills and commitment to a high degree of service quality. Free Bank Accountant Resume Template Proactively promotes and cross-markets bank products and services, and keeps client informed of special promotions, Contributes to strategic level discussions with Executive Leadership team, Recognized as the person to ask when difficult questions arise, Provides practical, relevant ideas and perspectives on processes or practice improvements which may be easily implemented, Ability to coach others by translating complex nuances into understandable terms, Makes decisions on loans and terms within established lending limits, or refers these issues to next appropriate level of authority. It's actually very simple. It appears on 9.9% of resumes. Readily mentors others, Partners effectively with senior credit officers, Thorough knowledge of banks risk-rating system, credit products and underwriting policies. Excellent communications skills Experience Banking Relationship Manager 6/1/2016 - 11/1/2020 Company Name City, State Remained updated on all available financial products and financing packages. You will be sent a mail on your registered mail id about the details of the final draft and how to get it. Business Banking Relationship Manager Resume Templates Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Customer Service. Has primary responsibility for marketing presentation to professionals or company decision-makers, Keeps abreast of economic and political factors with in Pacific Rim countries with an emphasis in Japan, which might impact the development of business relationships, Complete knowledge of financial products and services used by commercial and retail customers with an emphasis on Japanese owned and operated companies and its executives and employees. Provided leadership and direction to grow team portfolio and increase revenue. Interactions normally involve controversial situations, customer negotiations, or influencing and persuading other senior-level managers, Proficiency with personal computers and related software packages such as Word and Excel, and other business machines, Deployment and support of Corporate Loans Systems: Co-ordinate and implement releases (Middle and Back-office) with interfaces of Core banking systems, Participation in deployment project life cycle with team manager, Co-ordinate with Head office teams for new releases and fixes, Produce the technical/functional specification for local enhancements, Conduct system testing and support on UAT with multiple APAC technology teams and Central Paris IT, Assist team manager to prepare project schedule & progress update, Responsible for L3 support on application system and users queries/problems, Investigate, locate and fix problems reported, Stand by for problem fixing & support during non-office hour, Contribute to the Permanent Control framework, Strong hands-on prior experience in conducting requirement analysis, drafting of Functional specifications, drafting of test cases and execution of User Acceptance testing, Knowledge and experience in loans systems and financial accounting entries is essential, Significant day to day support experience in a banking or financial services environment required (functional and technical analysis), Understanding of java, Oracle, SQL is an advantage, Exposure to Business Analysis methodologies and practises is a plus, Graduate in Computer Science/information science or its equivalent, Minimum 4 to 8 years of experience in the banking IT domain, Knowledge on Accounting, Payments and Risk booking, During the initial stage, to work with key project stakeholders to formulate and communicate the business vision, to envision initial requirements, and to scope the project, Strong verbal and written communication skills, attention to details, strong work ethic, exceptional customer service. Viewed by the client as a business partner (financial strategist) and shares a skilled financial perspective. Client Relationships. Seasoned Relationship Manager with 14 years of sales experience, business acumen and strong critical thinking skills. They seek out new business opportunities for their clients while advising them on products or services that best fit their needs. They will work closely with the UK risk and compliance and credit teams to ensure procedures are adhered to and enhanced wherever necessary, The Head of Corporate Banking will also drive the people development of their team members, from associate development to senior team leaders, identifying relevant on-the-job development opportunities, as well as internal and external courses to supplement on the job skills, Contribute to the IT generic control plans to cater for new risks & efficiency, Contribute to the Standard Operating Procedures written by APAC ITO Corporate Banking IT, Contribute to the Permanent Control framework of APAC ITO Corporate Banking IT through suggestions on process streamlining aiming to address main risks identified, Analyzes lending opportunities. Resumes. Banks can get pretty picky on who they hire for their company. Skills Proactively identifies issues and restructures relationship to mitigate potential future risk, Partner with other Citi businesses (i.e. This includes actively managing and overseeing the preparation of credit approvals, obtaining Capital and Risk approvals, and supervising transaction return calculations, Strong credit skills, credit background and knowledge of Citis credit policies is a requirement, Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products is highly desirable, Bachelors Degree in Finance or closely related areas of Business Administration, Structure and execute transactions for leverage finance acquisition loans, bridge loans and corporate revolvers for identified clients across the assigned portfolio, Provide relationship coverage across identified sectors, including the identification of cross sell opportunities such as FIC products, ECM, FX and Cash Management, Proactive portfolio management including timely updates on client, industry and market performance, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation, Liaise internally with key support groups and other functions across the bank to ensure accurate booking and all parties have required information and materials to carry their responsibilities; act as point person between internal functions and Agent / borrower to assist with obtaining required information, Proactively identify operational risk loss events, control deficiencies and risks to your line manager and the relevant risk and control functions promptly, Review and comply with firm policies applicable to your business activities, Perform, analyze and thoroughly understand the most complex functions related to the loan processing, documentation and customer service operations and complex secretarial and administrative duties, exercising independent judgment, Provide marketing and operational supports to RMs by monitoring client activities, analyzing portfolio profitability, recognizing client needs, promoting banks services to the clients, conducting trouble shooting and investigation and acting as liaison between ACB(West) and Pacific Rim Client Services (PRCS) and Credit Control & Administration(CCA) and Operations for any operational matters, Develop, maintain, and work with RMs to broaden and deepen close business relationship with existing and prospective clients to maximize profit, make recommendations for business opportunities to Department Heads and management, and conducts due diligence on proposal to clients, Support RMs by acting as liaison between ACB(West) and Product Office and other departments to cross-sell bank products and services by proactively identifying transaction opportunities, marketing each product to identified clients, negotiating the terms and conditions, and executing and documenting the transactions, Audit and maintain work from the bank's system and perform systems balancing to General Ledger, Prepare loan documentation for the most complex loans, Check the credit line balance for each loan disbursement, prepare and collect loan documentation and financial statement from customer and process accordingly, Ensure problems/questions relative to documentation, input, balancing and collateral-input maintenance are corrected and balanced prior to sending to customer, Perform additional administrative and miscellaneous duties as assigned such as type letters, memoranda, and reports from drafts, Proofread and review for grammatical or numerical errors. Corporate Banking Resume Sample 5.0 21 votes The Resume Builder Create a Resume in Minutes with Professional Resume Templates Create a Resume in Minutes Andreane Connelly 20215 Friesen Mountains, Phoenix, AZ +1 (555) 374 4153 Work Experience Senior Corporate Banking Manager 01/2017 - PRESENT Philadelphia, PA Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. It appears on 10.9% of resumes. Customer service is the most common skill found on a business relationship manager resume. This way, you can position yourself in the best way to get hired. Structuring complex import transactions (DC off-shoring and Supply Chain). Performed banking, business administration and financial tasks to guarantee five-star service for clients. Development of large export transactions (ECA-backed supplier financing and export pre-financing). May disburse loan proceeds, Obtains and analyzes all necessary financial data and supporting documents on borrowers, makes recommendations and present credit applications to underwriters/credit administration or any other appropriate lending authority. Delivered exceptional experience and maintained productive relationships with area small businesses. to develop and promote effective marketing and delivery of the products to customers and prospects, Reviews the work product of, and provides oversight to, more junior team members, specifically Analysts, Analyzes lending opportunities. Other professional related training and development to keep skills current, including office productivity software, and related products, Solid level of knowledge of bank financial processing standards, and key business processes, Very good general business knowledge and specific understanding of the organizational unit, its functions and products and customer groups, Very good understanding of processes, policies and procedures required for providing support to the business unit, Basic level knowledge of financial and accounting principles, and human resources policy, Very proficient at secretarial and administrative tasks, Detail oriented, well organized, and able to manage time and multi-task to accomplish a variety of tasks, sometimes with conflicting priorities and timelines, Ability to prepare reports and presentations, with guidance and upon receipt of moderate amounts of business information, Intermediate level technology skills (MS Office: Excel, Word, PowerPoint, Outlook, Visio; Lotus; web browsers), Well-developed communication skills, both written and verbal, Proficient at managing multi-line phone system and ability to direct calls in a prioritized manner, Ability to deal with clients in a professional and courteous manner, and to develop professional working relationships, Ability to use knowledge of the organization and the supported business units uniqueness, to carry out accountabilities, Ability to work both independently, as well as contribute to the cohesion of a team, Ability to deal with confidential materials in an appropriate manner, Augment, manage and broaden client relationships through ongoing client engagement, beginning with calls, discussions, visits, information updates and SMBC-hosted events, Develop and deliver best in class financing ideas and proposals leading to in-depth discussions, and ultimately financing transactions based on a close reading of the client's business needs and fast paced development in the market, Take ownership of ideas / proposals and lead execution of transactions to facilitate deals from start to end, Train and mentor junior staff, many of whom have successfully completed SMBC's Analyst Training Program, Minimum of 12-15 years of relevant previous work experience within a corporate bank or financial institution, Ability to understand, think through and develop solutions to complex corporate finance problems using SMBC's product offerings, Strong understanding of the needs and interests of various capital providers (debt and equity) and how these can be put together to provide clients with capital solutions, Ability to communicate and propose complex capital solutions to a sophisticated client base in a concise manner, Ability to consider complex problems through the lenses of the client, Solid knowledge of the corporate finance/fixed income and equity markets, Strong understanding of corporate credit risk, Aptitude for strategizing and structuring corporate banking solutions, Knowledge of the sector and trends preferred (oil and gas industry), Skilled at building corporate relationships and identifying emerging client needs across SMBC's broad portfolio of products and services, Comfortable creating presentations and pitching ideas to clients and management (external / internal), Adept at collaborating with all management levels, from analysts to managing directors, Provide management/supervision and leadership to all Document Preparation activities which includes loan documentation, booking and funding activities along with loan documentation exception mitigation, Manage work distribution and turn around time, Engage in end-to-end Document Preparation activities in addition to management responsibilities, Advising clients (Public and Private) on Debt and Equity capital markets transactions, such as IPOs, rights issues, and bond issuance (ECM & DCM), Trading and/or advising clients on FX, Fixed Income, Equity or derivatives products (Sales & Trading), Analysing stock-listed companies and providing investment recommendations (Equity Research), Writing research on sectors, commodities, currencies or the general macro economy (Group Economics Research), Working on new business development initiatives within our strategy team, our fintech start-up, or at Business Management, Masters degree with above-average grades, No more than two years of work experience, Truly analytical type with outstanding social and communication skills, Relevant extracurricular activities, and/or experience abroad, Affinity with the financial world, and interest in investment products, (Internship) experience in the financial sector is a plus, Identifies, hires, performance manage, motivates and retains top talent, Requires a masters degree or equivalent, and proven track record in developing business in the commercial industry, 10+ years of relevant commercial lending experience, Experience setting production goals and ensuring achievement goals, Experience developing and managing incentive plans including ensuring accurate tracking and application of required modifiers to plan payouts, Significant experience and in-depth knowledge of commercial lending or finance industry, Experience directing and controlling the activities of International Banking, footprint-wide, through several department managers within International Banking, having overall responsibility for planning, budgeting, implementing, and maintaining costs, methods, and associates, Experience developing, modifying, and executing company policies that affect immediate operation(s) and company-wide effect, Experience interacting with executive levels on matters concerning several functional areas, divisions and/or customers. Structuring and syndication of export deals (IFC). Including syndications, M&A financing and cash flow structures and other specialised lending solutions, Ability to collaborate with products partners such as Global Liquidity and Cash Management, Global Trade and Receivable Finance, Debt Capital Markets, Equity Capital Markets and Global Markets, Strong analytical skills, credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension, Experience in cross border and multi-juridical lending is an asset, Researches and analyses information and drafts credit proposals, Assists in analyzing, structuring, negotiating, and documenting new loan transactions, Acts as liaison with officers of Operations, Settlement, Financial Control, Technology, Legal, and Compliance and Corporate Banking Business Management group, Liaises with other units of CIBC, including Risk Management in preparing credit reviews and proposals for clients financing needs, Is responsible for day-to-day management of credit files, including annual reviews, monthly and ad hoc updates requiredEnsures that CIBCs lending activities with local clients align with CIBCs AML/KYC due diligence process, As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls as well as confidentiality, Bachelors degree in Business, C.P.A. Interests Keeps up to date on regulation changes. ), To maintain internal collaborative platforms (Echonet, SharePoint) for ITO CB and liaise with relevant teams to have up to date information, To manage overall governance (local, regional and global), To listen to the staff and provide constructive feedback to Management to improve yearly GPS, To be the SPOC with L&D team for all training requirements, To support the Management and/or PMO team in preparation of steering committee documents, Previous experience in internal communication / transversal function, Strong project & people management skills, Knowledge and experience in multi-cultural environment is mandatory, Previous experience in banking industry is a plus, Speaking Mandarin, Cantonese, French is a plus, To coordinate the yearly forecast and budget exercise across APAC, To monitor closely the expenses and recruitments against the budget, To track the Projects Portfolio KPIs and highlight any project at risk, delayed or over-budget, To secure the usage of the project management tool for CB ITO APAC scope, To ensure usage of appropriate tools, processes and guidelines within the department, To support the Management in preparation of steering committee documents and manage overall governance (local, regional and global), To liaise with the relevant teams to improve overall efficiency and communication, Previous experience in Banking industry would be a plus, Minimum of 5 years experience in managing commercial relationships of mid-market corporate size; Bachelors degree preferred but not essential, Ability to interact with business customers at all levels and have strategic conversations with C- Suite Executives, Ability to structure and advise on more complex debt financing solutions. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. At 31.07%, Business Administration, Communication Skills, English Speaking, and Microsoft Excel appear far less frequently, but are still a significant portion of the 10 top Relationship Manager . REVIEWS HIRE Elliot Law #19 in Global Rating To clearly understand the extent of relationship with existing customers including business relationship at the parent level. Banking Relationship Manager: Deepika maintains up to date knowledge of various banking and financial products in order to provide sound and reliable advice to clients. Bachelor degree is preferred, Act as a marketing staff to obtain customers' business information and needs, 2+ years of operations experience within a banking/investment banking environment, Strong attention to detail and excellent customer service skills, Ability to effectively time manage and prioritize multiple responsibilities, Strong organizational, written, and verbal communication skills, 12+ years of successful corporate banking and /or investments banking experience with recognized Financial Institutions, Excellent verbal and written communication skills.Ability to coordinate multiple projects and satisfy deadlines, Minimum of 2 years experience in managing commercial relationships of mid-market corporate size. Must be fluent in Japanese, Proactively grow international and cross border revenue, Work collaboratively with other Global Businesses, Product and Service Partners to identify opportunities to connect customers to opportunities and strengthen the relationship, Ensure timely and accurate maintenance of customer information, including Know your Customer (KYC) requirements, in Group systems, Bachelors degree in business, finance, accounting, related field or equivalent experience, Well-developed understanding of the middle market business, pertinent regulations affecting it and the lending and credit approval process, Meet annual goals / budgets set by Management for self, Develop existing and new relationships - expand client base, Know the client and the client's requirements. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. Ensuring that the businesses and transactions comply with and operate within Barclays policies, standards and operational frameworks, Structuring, documenting and closing syndicated and bilateral credit facilities, funds finance / subscription line credit facilities, trade and receivables finance and other financing transactions, Making legal risk management recommendations to front office, Trade, Cash and Debt Product, Global Payments, operations and infrastructure personnel on legal and credit risks, Advising business and other colleagues on regulatory developments, developing strategic responses to new regulations and directing the necessary changes to business processes and templates arising from such developments, Supporting the US Corporate Banking business with expansion, including legal analysis on new jurisdictions, new products and innovation, Maintaining and updating product documentation, Instructing legal counsel on complex matters that need to be outsourced, Juris Doctorate degree from an accredited US law school (or equivalent degree from a non-US university that is recognized by the New York State Bar) and be New York qualified, 4+ years experience in a relevant practice area of a top-tier law firm, Previous in-house experience in a top-tier financial institution would be an advantage, Maintains and monitors Team Leaders calendar of scheduled appointments, or upcoming events and matters requiring immediate attention.
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