Manager, Relationship Manager Resume Sample

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Jolie Breitenberg
474 Jaskolski Dale,  Dallas, TX
+1 (555) 578 0295

Work Experience

Digital Relationship Manager
03/2017 - PRESENT
Houston, TX
  • Competes and maintenances electronic client profiles using KeyBank’s technology such as the Client Experience (CE) Desktop
  • Consistently executes on Key’s Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction
  • Maintains and calls on a client book of business. Additional Responsibilities
  • Participates in and occasionally facilitates daily branch team meetings. - Participates in special projects, sales campaigns and assignments as requested
  • Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team with involvement from ARL and Operations Leader- Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual professional growth plans
  • Ensure the Branch team is trained on Key's products, sales, and service models
  • Responsible for developing the branch team's understanding of Key's products and services,
  • Key's sales and service process and the competitive landscape
  • Engage in a disciplined approach to human capital by holding the branch team accountable for performance, providing training and recognizing/rewarding high performers
Executive Relationship Manager
03/2010 - 11/2016
Chicago, IL
  • Primary LRM Functions
  • Consistently executes on Key's Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction
  • Manages and grows a profitable book of business to achieve individual and team goals
  • Develops and maintains an in-depth knowledge of mass affluent products and services, as well as knowledge of competitive products and services to ensure meaningful in depth financial wellness conversations with clients
  • Calls Book of Business and system generated leads identified to prospect for retention and growth opportunities; documenting activities by using the call report feature in the desktop
  • Employs a disciplined approach to prospecting; documents calling efforts
  • Builds a client referral pipeline via identification and development of internal and external centers of influence
  • Develops strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers of Influence (COIs)
Relationship Credit Assistant Manager
01/2003 - 09/2009
Boston, MA
  • Identifies and resolves complex client service opportunities
  • Monitors client base and looks to transition clients into Key Private Bank where necessary
  • Actively participates in daily branch team meetings
  • Mentors other branch employees, as suggested by the Branch Manager
  • Proficiency in sales and service techniques, including tele-consulting, prospecting and networking
  • Excellent communications skills and ability to work in a team environment
  • Strong financial acumen
  • Understand commercial lending and small business operations


Thomas University
1997 - 2002
Bachelor's Degree in Business

Professional Skills

  • Excellent communication and writing skills along with strong commercial acumen
  • Experience in customer management with excellent client handling and interpersonal skills
  • Manage a strong portfolio of clients providing nothing less than an excellent customer experience
  • Demonstrated financial analysis skills going beyond traditional accounting-based analysis
  • Demonstrated customer service skills (internal and external) including relationship building
  • Proven analytical, negotiation and problem solving skills
  • Demonstrated customer service skills (internal and external) - includes relationship building

How to write Manager, Relationship Manager Resume

Manager, Relationship Manager role is responsible for customer, financial, lending, credit, consumer, confidentiality, loan, focus, licensing, motivated.
To write great resume for manager, relationship manager job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Manager, Relationship Manager Resume

The section contact information is important in your manager, relationship manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Manager, Relationship Manager Resume

The section work experience is an essential part of your manager, relationship manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous manager, relationship manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, relationship manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Manager, Relationship Manager resume experience can include:

  • Utilizes excellent negotiation and closing skills
  • Strong organisational, attention to detail and time management skills are essential
  • Strong organisational and customer service skills
  • Excellent advisory skills and able to ask the right questions so as to clearly understand the client’s needs and issues
  • Proven customer service experience, including the ability to negotiate and influence customers
  • Proven experience in a high-level, complex sales and account management environment

Education on a Manager, Relationship Manager Resume

Make sure to make education a priority on your manager, relationship manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, relationship manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Manager, Relationship Manager Resume

When listing skills on your manager, relationship manager resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical manager, relationship manager skills:

  • Possess strong interpersonal, verbal and written communication skills. Significant writing and group presentation skills
  • Strong business development and prospecting skills
  • Good financial modelling skills
  • Strong customer service skills with the ability to negotiate and influence customers
  • Unparalleled experience as part of one of the most advanced compliance teams in the world, with opportunities to build valuable skills and grow your career
  • Strong interpersonal and communication skills with ability to coordinate with teams across geographies

List of Typical Experience For a Manager, Relationship Manager Resume


Experience For Digital Relationship Manager Resume

  • Proven experience of working within and selling/serving remote clients
  • Data-driven way of thinking / Ability to influence, negotiate and gain buy-in effectively at all levels
  • Proven experience and / or knowledge of Foreign Exchange/Fixed Income / Derivatives E-Commerce
  • Successful selling/service experience with services or intangible products, into a variety of environments, including orgs with multiple stakeholders
  • Completion of a credit training program or the equivalent in work experience
  • Experience in cold-calling on C-suite contacts

Experience For Executive Relationship Manager Resume

  • Deliver good service and consulting of consumer loan, credit card, deposit promotion, corporate products
  • +3 years of experience in an digital agency and/or marketing department of a company with a digital focus
  • Significant experience in the creation and implementation of digital marketing activities for b2b and b2c target groups
  • Previous experience with cash-flow lending would be useful
  • Previous corporate/institutional/agribusiness lending experience
  • Provide excellent client service to all KeyBank clients

Experience For Licensed Relationship Manager Resume

  • Through regular reviews with NRD Sales Leader and Commercial Leader, re-prioritizes list of prospects
  • Develops and implements consistent methods and metrics to measure the effectiveness of development initiatives (i.e., strategies to measure ROI)
  • Proven success in Corporate Sales and/or Risk
  • Team player with proven ability to execute in a fast-paced, dynamic environment
  • Demonstrated ability to build trust and foster relationships with senior management of customers and prospects
  • Experience
  • Liaising with internal stakeholders, your team partners in the Continental European Digital team and external parties such as agencies and freelancers
  • Works with the European New Relationship Development team, suggesting opportunities to address and managing leads coming from Headquarters

Experience For Relationship Credit Assistant Manager Resume

  • Oversee underwriting, monitoring and forecasting for all directly originated loans
  • Assist clients in achieving their financial goals and objectives through the use of Financial Wellness tools
  • Listen for clues for Financial Wellness opportunities during client conversations, and then appropriately transition the clients to a Banker
  • Prepare quality credit papers including DOT, workshop papers, diary notes and CM's
  • Liaise with client and Credit on risk and financial performance related matters, including covenant compliance and risk grade review events
  • Liaise with credit executives on an on-going basis

Experience For Retail Relationship Manager Resume

  • Well Managed portfolio controls including annual reviews and delinquency management
  • Work with Marketing Department to segment local market and identify Top Opportunities
  • Cross-business responsibility to help deliver Citi’s junior learning and development strategy
  • Follows up with customer via telephone or email following initial sales contact
  • Develop a value-based relationship with each client, resulting in maximum utilization of Comprehensive Services technology and service offerings

Experience For CB Relationship Manager Resume

  • On an annual basis, recap all activities completed on clients' behalf and discuss goals and objectives for upcoming year
  • Responsible for attaining established individual, department, and Bank financial goals
  • Tertiary qualification, preferable in Commerce, Business, Property, Accounting or Economics
  • Familiarity with reviewing legal, technical and other due diligence reports
  • Preference for Tertiary qualifications in Commerce, Business, Economics, Accounting, Ag Science/Economics
  • + FINRA Series 6 and 63 investment licenses, Life and State Insurance License

Experience For C&I Relationship Manager Resume

  • + Physical Requirements: Frequent mobility (5-8 hours) in an office setting, ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs
  • Where problem resolution is required, take thorough information from the client and get back to them in a timely manner
  • Address client issues or concerns; engage branch management when needed to provide full solutions for clients
  • Answer the phone within the Branch professionally, promptly, and pleasantly
  • Seek out clients and educate them on alternative delivery channels
  • Client/asset/project performance & risk evaluation & mitigation strategies
  • Conduct financial analysis and industry research as required
  • Assist Manager Relationship Credit to complete the broader credit assessment function
  • Client/asset/project performance and risk evaluation ad mitigation strategies

Experience For Relationship Services Manager Resume

  • Assist Relationship Credit Manager to complete the broader credit assessment function
  • Develop engagement strategy with identified prospect and close vendor relationships
  • Prepare prospect presentation, term sheet/proposal, pricing models, operating agreements and all necessary information/documentation to assure appropriate internal sign-off and agreements within GE Capital organization
  • Negotiate, close and sign vendor agreements in conjunction with cross-functional team
  • Ensure the adherence of processes and procedures to GE Compliance policies
  • Track and monitor identified prospects through New Program Development process within Siebel to ensure correct completeness with minimal delay
  • Confidence and poise in the presence of senior executives and entrepreneurs

Experience For CDO Relationship Manager Resume

  • Facility with Power Point and Excel
  • Collaborative nature and willingness to do even the some of the less-glamorous tasks required to make a start-up operation successful
  • Proactively advise and coach Citi’s cross-franchise business leaders to identify the key skills and competencies needed in junior talent to deliver against business and organizational objectives
  • Responsible for driving marketing and execution in coordination with senior bankers, relationship associates, Citi’s international offices, and product/investment banking partners
  • Maintain in-depth awareness and understanding of Baird’s technologies, products and services
  • Possess in-depth awareness and understanding of Baird’s technologies, products, services and operations
  • Work with event team in formulating business operation plan
  • Work cooperatively with all internal industry and functional groups
  • Follow-up on TAP attendee leads from sales, etc

Experience For Citibank Berhad Kl-citigold Relationship Manager Resume

  • Works with key business contacts to assess the needs of the business and develop, manage and execute comprehensive training plans - ensuring that these solutions and programs support business drivers and targets
  • Identifies strategies and solutions that are directly linked to organizational and business goals by establishing and maintaining partnerships with key business contacts, HR, SMEs, and vendors to identify and drive performance improvement change
  • Identify new prospects as well as to build and maintain solid client relationships
  • Rapidly assimilate detailed knowledge of, and develop sales tactics for, a wide range of Bloomberg's FX solutions
  • FINRA Series 6 and 63 investment licenses
  • Interact with business partners such as Key Investment Services, Mortgage and Business Banking Sales Professionals - Ability to develop a base of Centers of Influence (COIs)
  • Internally, the job interfaces with the product/sales teams (CTS, FICC, CMO -outside and within India), Independent credit and IBD

List of Typical Skills For a Manager, Relationship Manager Resume


Skills For Digital Relationship Manager Resume

  • Outbound business calling experience with proven results required
  • Lending experience is advantageous
  • Experience organizing first-rate events and meetings with groups ranging from 5 to 50 attending
  • Strong financial acumen and understanding of the structuring of security arrangements
  • Manage staff directly or indirectly by leveraging knowledge, insights and experience to provide leadership, coaching and guidance to others
  • Strong understanding of the needs of end-customers with a focus on speed to market
  • Ensure current and prospective clients have a consistent, superior experience through delivery of outstanding service
  • 3-5yrs experience in retail banking sales or similar role

Skills For Executive Relationship Manager Resume

  • 1-3yrs experience in retail banking sales or similar role
  • Cold calling experience
  • 1-2yrs experience in retail banking sales or similar role
  • Demonstrated understanding of large/medium business needs and expectations
  • Experience managing a large enterprise accounts

Skills For Licensed Relationship Manager Resume

  • 6 months experience in a client service facing role
  • Experience in bank loan settlements, CREFC Reporting, AML and KYC compliance
  • Moderate to complex financial modeling experience, VBA and SQL proficient
  • Fluent knowledge & experience selling consumer & business credit products required
  • Extensive experience building relationships with clients is essential

Skills For Relationship Credit Assistant Manager Resume

  • Previous experience in a Business Banking environment
  • A good understanding of financial analysis
  • Experience with standard MS suite and banking systems
  • Property Lending experience – highly regarded
  • Preference for previous corporate/institutional/agribusiness lending experience

Skills For Retail Relationship Manager Resume

  • Enjoys working in target driven organisation and enthusiastic with strong desire to succeed
  • Advocate for customer’s evolving needs and experience with Ultimate
  • Work independently with strong initiative to complete tasks
  • Strong ability and desire to influence and partner with all branch employees, Financial
  • Working knowledge of PC (MS Windows and Office Products
  • Being able to conduct presentations in a large group
  • Developing a network of connections both within the Bank and external to the bank
  • Working knowledge of Teller Software, PC with Windows based applications, Calculator
  • State-of-the-art advisory and servicing of demanding clients from the HNWI/UHNWI segment of Private Banking in all financial matters

Skills For CB Relationship Manager Resume

  • An understanding of ADP's infrastructure and ADP's tradition and new product/services business processing and outsourcing is helpful
  • Work with our Marketing teams on campaigns focusing on reactivation and nurturing
  • Set and manage client expectations and be the point person for client contract questions and billing, being empowered to act or escalating them as appropriate
  • General understanding of underwriting and analysis for companies of all sizes and complexities
  • Applied current knowledge of events affecting the industry, major trading partners, economic factors and competition
  • Market leading product offering and services from a global financial institution
  • Participate in Local Area Marketing activities and maintain a database of prospects for tracking and analysis
  • Agility in shifting between situations and being adaptable to different audiences/levels of seniority

Skills For C&I Relationship Manager Resume

  • Basic accounting knowledge and tertiary qualification in Accounting, Finance or Commerce
  • Collaborate across multiple internal business units including Marketing, Operations, Product, Finance, Digital and Legal teams
  • Partners with CRA/Fair Lending Officer on business opportunities related to community development and CRA lending
  • Maintains a broad knowledge of banking regulations related to deposit and consumer lending products
  • Leverage existing EDGE client referrals to mine for new business and execute against marketing acquisition campaigns

Skills For Relationship Services Manager Resume

  • Coordinate the entire business origination, closing and client servicing to meet bank’s excellence of service standards
  • Comply with bank's credit policies and standards, local laws and regulations regarding approval, reporting and documentation
  • Support the Branch Manager in onboarding and training of new Tellers to the team
  • Undertake quality credit analysis including preparation of financial monitoring diary notes and credit memorandums
  • Undertake quality credit analysis including preparation of financial monitoring diary notes and memorandums
  • Comfort and familiarity with commercial lending principles

Skills For CDO Relationship Manager Resume

  • Use logic and reasoning to identify the strengths and weaknesses of alternative solutions to problems
  • Partner with RMD to address client issues and assist in driving resolutions
  • Maintenance and expansion of existing portfolios
  • Familiarity with Saas based companies and MRR lending model
  • Knowledge of consumer and commercial lending
  • Life and Health, 6 and 63 Licensing (Required - DRM I and II)

Skills For Citibank Berhad Kl-citigold Relationship Manager Resume

  • Drive online activity through our award-winning WU EDGE platform and migrate our clients from older online systems
  • Successfully achieve agreed targets for cross and upsell using ‘sales through service’ techniques to ensure customer retention
  • Show leadership qualities, positively influencing the team with your energetic and proactive attitude
  • Tertiary qualification, preferable in Commerce, Business, Accounting or Economics
  • Exposure to lending would be highly advantageous
  • Execute against marketing acquisition campaigns
  • Develop and maintain an ongoing weekly report of TAP registration broken down by product category responsibility and share/send to Sales

List of Typical Responsibilities For a Manager, Relationship Manager Resume


Responsibilities For Digital Relationship Manager Resume

  • Assist senior Relationship Managers (RMs) in the preparation of customer presentations and term sheets, as well as manage the pipeline activity for sales reps and managers
  • Complete pre-screen deal memos for senior RMs including analysis of industry and company financial condition, application of pricing models and evaluations of the viability and profitability of the opportunity
  • Participate in the deal approval, underwriting and closing processes to acquire knowledge around products, deal structuring, market trends and client interaction
  • Partner with internal stakeholders including Underwriting, Risk, Capital Markets and Treasury Management to provide an exemplary customer experience
  • Proven ability to create selling/service protocols for remote clients
  • Mine and outside databases to keep data current, and to identify and prioritize corporate prospects and their key decision-makers
  • Leverage industry knowledge and experience to drive sales, accelerate business results and build and win new acceptance

Responsibilities For Executive Relationship Manager Resume

  • Possesses excellent energy specific general operations and industry knowledge
  • Understanding of payments industry and FX services advantageous but not essential
  • This role is the primary point of accountability and is responsible for setting and managing the client expectations
  • Implements department specific marketing plans
  • Makes consumer and small business loans within lending authority. Approves credits and overdrafts within overdraft authority
  • Engage with members of VOC, Product and Digital teams, providing client feedback in appropriate formats
  • Respond to incoming requests via Middle Office support (by phone, online, etc) and answer/route appropriately
  • Leverage existing EDGE client referrals to mine for new business
  • Conduct cold calls across prospect database to develop “warm leads” for senior RMs

Responsibilities For Licensed Relationship Manager Resume

  • Manage a small portfolio of accounts under the supervision of senior Relationship Managers
  • Highly proficient in MS Office; Excel, PowerPoint, Word
  • State Insurance License Employees in this job are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act)
  • Work with acquirer and internal business partners (i.e. product, credit issuance, etc) to identify, develop and implement new business partnership opportunities
  • Ensure these partners accept Discover and all other network cards and that they include all appropriate Discover products in their offerings
  • Achieve broker engagement by educating brokers on the QBE portfolio, implementing best practice broker-specific compensation strategies and ensuring effective utilization of tools and resources to enhance partnerships

Responsibilities For Relationship Credit Assistant Manager Resume

  • Build strong cross-organizational partnerships by advising North American senior leaders on prospective national trading partnerships, serving as the corporate escalation point of contact, and driving execution of initiatives for business growth
  • Identify profitable opportunities, optimize visibility of major brokers and align initiatives with business unit needs by communicating with business leaders and implementing high level, key national trading partner development initiatives to achieve revenue and profit targets
  • Work directly with customers via telephone, and email to describe products and/or services in order to persuade potential and current customers to purchase new products and/or services
  • Maximize customer experience with effective use of online tools with potential and current customers
  • Educates customers on product offerings and services to improve their "on-line presence" and explains pricing and answers questions from customers building value in the customer relationship
  • Identifies customer issues and provides appropriate solutions via up sell of additional products and or services and obtains customer commitment and facilitates delivery of product

Responsibilities For Retail Relationship Manager Resume

  • Proactive, Outbound teleconsulting to achieve loan and deposit results
  • Maintains accurate daily record of sales in sales tracker
  • Work collaboratively with Customer Service staff to drive significant referral volume from that channel
  • Coaching of Customer Service (Call Center) staff (in coordination with Call Center Supervisors) to improve product knowledge, phone skills, objection clinics, as needed
  • Proactively plans, controls activities towards attaining goals included but not limited to profiling and tele-consulting. Provides prompt, efficient and friendly service to customers via phone or live-chat
  • Participates in annual reviews and audits

Responsibilities For CB Relationship Manager Resume

  • Monitors loans, deposits, referrals to business partners, and fee income production
  • Profiles existing customers to maintain and expand banking relationships. Profiles prospective customers to develop new business. Maintains a database of active prospects
  • Works with Digital Channels and Marketing team members to design, implement and track marketing automation programs, including email and web-to-lead campaigns with an emphasis on continually improving conversion rates
  • Provides feedback for improving online customer support channels (web, live chat, etc.)
  • Adheres to HR policies and procedures
  • Serve as the strategic liaison between Discover and assigned technology partners to uncover and seize business growth opportunities
  • Ensure these partners accept Discover and all other Discover Global Network cards and that they include all appropriate Discover products in their offerings

Responsibilities For C&I Relationship Manager Resume

  • Establish / maintain strong relationships with decision-makers across all divisions of the assigned strategic partners to create and complete new business opportunities
  • Assist Discover Marketing and Merchant Field Solutions teams to develop, present, and execute marketing and promotional initiatives to increase transactions, grow market-share and improve merchant stated awareness for DFS
  • Serve as subject matter expert in collaboration with Strategic Merchant Relations, Acquirer Relations, and EMV teams to assist them in providing mobile, digital and integrated payments services to their clients
  • Develops and enhances business partnerships by fully engaging and building trust with our client's key decision makers to drive client satisfaction, retention, and an overall positive client experience for the Major and National Accounts Comprehensive Services clients
  • Possesses an understanding of our clients' business objectives and requirements to proactively demonstrate and deliver increased value through the life cycle of the client
  • Acts as a liaison between the client and ADP by serving as an empowered internal client advocate and coordinating communication among the various internal business partners including implementation, service, sales and other support teams
  • Responsible for the maintaining client satisfaction and client retention; oversees the entire client experience
  • Proactively works with the client as their needs change and grow to ensure product alignment is optimal

Responsibilities For Relationship Services Manager Resume

  • Partners with ADP Sales for alignment and sales opportunities through communication of the business, governance, and service delivery model through sales presentations for prospective clients
  • Maintains ongoing education for competitive business intelligence and keeps abreast of new trends in the marketplace
  • Creates strategic account reviews and determines goals and objectives for the client
  • Monitors and manages the change and risk associated with the client's business requirements, applies communication skills, and partners with the client to successfully manage change with ADP Standard Operating Procedures and incorporates Change Control process as applicable with the ADP Team
  • Shares information internally and with Product Management to ensure our technology and services maintains competitive advantage
  • Manage a significant portfolio (500+) of VSE clients, providing an excellent customer experience, using “sales through service” techniques to ensure retention, use of EDGE platform and increase in product holdings/services

Responsibilities For CDO Relationship Manager Resume

  • Ensure clients passed through from mid-office have a high-quality interaction [or direct if applicable]
  • Maintain accurate customer records on SFDC post client engagement to agreed standards
  • Ensure reaccreditation of accounts every year
  • Execute manual client transaction requests as required
  • Facilitate customer platform activation and adoption
  • In target driven environment

Responsibilities For Citibank Berhad Kl-citigold Relationship Manager Resume

  • Knowledge of international payments and foreign exchange products and service advantageous but not compulsory
  • Worked within/led an integral part of a wider team with strict targets
  • Manage a significant portfolio of clients, providing an excellent customer experience, using “sales through service” techniques to ensure retention, use of EDGE platform and increase in product holdings/services
  • Experience in a target driven environment
  • Serve as the strategic liaison between Discover and assigned Gateway, ISV, Reseller, and Terminal technology partners to uncover and seize business growth opportunities for Discover payment acceptance
  • Ensure these partners accept Discover and all other Discover Global Network cards and that they include all appropriate Discover products in their offerings and enablements
  • Assist Discover Marketing and Merchant Field Solutions teams to develop, present, and execute marketing and promotional initiatives to increase transactions, grow market-share and improve merchant stated awareness for Discover

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