Relationship Consultant Resume Sample

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Work Experience


Crm-i&c-consultant Relationship Manager Home Based
05/2017 - PRESENT
New York, NY
  • Build upon HSBC Global Asset Management’s existing coverage of consulting firms to enhance and strengthen the firm’s relationship and reputation within the consultant community
  • Prepare and present PAM account onboarding process to their assigned regional Director’s team meetings
  • Reports require the use of internal systems and collaboration with internal business group
  • Develops and provides analysis and reports from various data sources: Benchmarking data for a manual plan reviews, Risk assessment report, Intelligence reporting, Fiduciary benchmarking and plan review and engagement reporting
  • Develop, present, and document key findings that can drive process, agent performance and/or customer experience improvements to Senior audiences (SVP and VP levels)
  • Standardize reporting and data manipulation process to improve efficiency and support consistent performance management practices
  • Assess performance data for business and analytical (e.g. modeling) value
Financial Relationship Consultant
01/2011 - 12/2016
Dallas, TX
  • Develops statistical analysis, such as regression modeling, run charts, histogram, etc. to discover trends and support forecasting, target setting and business case development
  • Creates and implements tracking, measurement and accountability programs for various RPS-PET initiatives
  • Establishes and maintains appropriate systems for measuring necessary aspects of plan sponsor, consultant, and RC metrics for use by Relationship Management
  • Determine the appropriate level of support for client groups ensuring that capacity, resources and planning are managed effectively to deliver ‘Retail Ready’ programs to the stores
  • Articulates the benefits and capabilities of IT’s support and services and ensures support to IT partners and the business
  • Knowledge of qualified retirement plan design and basic investment concepts
  • FINRA Series 6, Series 63, & Life and Health licenses are required
IT Relationship Consultant
06/2007 - 08/2010
Chicago, IL
  • Travel on a periodic basic, including some overnight travel
  • Provide high caliber of service through general inquiries,
  • Account maintenance, online access, website navigation and unsolicited
  • Deliver on key performance metrics, including client
  • Satisfaction, productivity, quality and service standards
  • Maintain current knowledge of Merrill Edge products, policies
  • And services while keeping abreast of financial markets and regulations
  • Uncover additional client needs, deepen existing relationships

Education


University of Phoenix - Greenbelt Learning Center
2002 - 2006
Bachelor's Degree in Business

Professional Skills


  • Strong interpersonal skills with the ability to maintain communication and partnership with many key stakeholders
  • Prior banking, sales, and/or customer service experience
  • Prior cash handling or Teller experience
  • A proven track record in the industry, with a preference for at least 8 years’ experience working in all aspects of the funds / securities business
  • Working knowledge of the adviser market, ideally with 3+ years of experience in financial services
  • Previous banking and/or lending experience
  • Previous banking and/or lending experience

How to write Relationship Consultant Resume

Relationship Consultant role is responsible for travel, software, credit, securities, training, recruiting, trading, reporting, design, research.
To write great resume for relationship consultant job, your resume must include:

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

Contact Information For Relationship Consultant Resume

The section contact information is important in your relationship consultant 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 Relationship Consultant Resume

The section work experience is an essential part of your relationship consultant 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 relationship consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular relationship consultant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Relationship Consultant resume experience can include:

  • Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations
  • Able to display proven results of collaborating within a team
  • Achieves required levels of outbound phone calls associated using generated customer and prospect lead lists and prior customer conversations
  • Experience in Information Technology working in diverse roles
  • Practitioner of different Software development methodology (e.g., Agile) with demonstrated ability to push for processes improvements
  • Banking / Financial background

Education on a Relationship Consultant Resume

Make sure to make education a priority on your relationship consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship consultant 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 Relationship Consultant Resume

When listing skills on your relationship consultant 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 relationship consultant skills:

  • Strong presentation skill, able to summarize data and highlight critical decision points
  • Previous banking and/or lending experience
  • Previous banking and/or lending experience
  • Previous experience establishing relationships and networking would be beneficial
  • Eager to join a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power₁
  • Experience handling cash in a bank environment

List of Typical Experience For a Relationship Consultant Resume

1

Experience For Crm-i&c-consultant Relationship Manager Home Based Resume

  • Successfully complete internal training and coaching requirements within designated time period
  • Achieves branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions solutions
  • And refer clients to partner businesses
  • Accurately execute and confirm trade orders as well as a
  • Variety of securities transactions initiated by self-directed clients
2

Experience For Senior Relationship Consultant Resume

  • Assist clients with brokerage consumer website usage and
  • Refers customers to an internal team of experts when complex financial goals and needs are recognized
  • Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
  • Achieves branch targets and goals by proactively identifying customer needs and providing appropriate guidance and perspective about Regions solutions
  • Assists branch leadership with new business development
  • Compile reports and presentations to provide summary with relevant and needed information for decision making including project status, financial tracking, forecasting, and accruals
3

Experience For Financial Relationship Consultant Resume

  • Establish and maintain a trusted relationship between IT and business units (Global Communications, HR & Executive Group) to increase the value realized from technology investments and capabilities
  • Provide leadership and direction to cross functional teams through understanding business processes, such as PO generation, invoice processing, business case (PAR) creation
  • Responsible for quarterly all-hand meetings focusing on accomplishments, new processes and tools, KPI attainments, and critical initiatives
  • Highly proficient with Microsoft Office suite of applications
  • Use of data visualization or data analytic tools
  • Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types in addition to assisting with annuities and life insurance
4

Experience For Internal Relationship Manager Consultant Resume

  • Assists with coaching and mentoring junior level bankers
  • Provides exceptional service for client relationships, including following issues through to resolution, meeting deadlines, and anticipating operational client needs
  • Demonstrates general understanding of client objectives and identifies and provides alternatives to appropriate stakeholders
  • Assists with educating surrounding community about best practices to achieve and maintain financial wellness
  • Develops knowledge and understanding of Regions’ products and services, including retirement, investment management, endowment & foundations, funeral trust, and corporate trust
  • Applies knowledge of financial factors and credit principles to determine the financial viability and associated risks of client business
  • Assists branch leadership with new business development and partnerships with internal business partners
  • Provides a consistent optimal customer experience, primarily handling customers’ transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing
  • Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts
5

Experience For Relationship Consultant, Insurance Services Resume

  • Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
  • Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution
  • Refers customers to an internal team of experts when more complex financial goals and needs are recognized
  • Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs
  • Assists branch leadership with new business development, including educating surrounding community about best practices to achieve and maintain financial wellness and assists branch leadership with new business development
  • Educates customers on Regions Consumer and Business products and services, including all loan and deposit types in addition to assisting with annuities and life insurance
6

Experience For Consultant Relationship Manager Resume

  • Develop working knowledge and maintain the internal information systems relating to the management of investment consultants, including the details of all product ratings, progress against strategy, meeting schedules, and mandates put forward and won,
  • Excellent organizational and time management skills to succeed in an intense, fast paced environment
  • Provides a consistent optimal customer experience, primarily handling customers’ transactional needs
  • Develops statistical analysis, run charts, histogram, etc. to discover trends and support forecasting, target setting and business case development
  • Creates and implements tracking, measurement and accountability programs for various RPS-Participant Engagement Team initiatives
7

Experience For IT Relationship Consultant Resume

  • Manage quarterly lunch and learn training and development events
  • Interface with all levels of leadership, including C-Suite
  • Compliance/Regulatory: Up-to-date knowledge of regulatory matters and adherence to procedures
  • Utilize internal systems and departmental collaboration to generate reports and other documents
  • Ensures a high focus on determining members’ needs and cross-selling appropriate services and cross-selling appropriate services and continually building and enhancing member relationships including referring to FPS and mortgages
8

Experience For Travel Consultant Relationship Manager Resume

  • Five or more years experience in a sales/retail or financial institution might be considered for external hires
  • Collect competitive intelligence: access current industry, comprehend competitor positioning, and leverage ad-hoc analyses relevant to each business opportunity
  • Participate in select BCBSA forums and all appropriate Consortium Health Plan (CHP) workgroups and committees representing the position, interests and goals for the enterprise
  • Work collaboratively with Operations, Marketing, Product, and Sales Teams to enhance initiatives and strategies that leverage consulting relationships
  • Collaborate with new sales and retention teams to support penetration of existing national clients and sales opportunities
  • Responsible for development and execution of Consultant Advisory Forum and Consultant Advisory Focus Group activities with Executives sponsors
  • Coordinate activities with the Regional Broker Relationship Partners as needed
9

Experience For Relationship Manager Uswa Manager Research Consultant Team Resume

  • Serves as the primary point of contact between vendors and a sub-line of business or product line, and internal MetLife IT teams regarding IT strategy, projects, IT Risk, BAU support, services and capabilities
  • Lead enabling of new vendors and onboarding with appropriate MetLife teams to standardize and support in a BAU capacity
  • Support RFP activities pertaining to new vendors
  • Support contract renewal activities with focus on IT elements
  • Driven to achieve results in an autonomous environment
  • Greet members enthusiastically and constantly look for ways to ‘surprise & delight’ them
  • Determine appropriate level of support for customers ensuring capacity, resources and planning are managed effectively to deliver ‘Retail Ready’ programs to the stores
10

Experience For Fleet Account Relationship Client Consultant Resume

  • Citrix, network, application development, business analysis, Microsoft tools
  • PMP and/or ITIL certified
  • Citrix, network, Microsoft Office tools}
  • 14204 Manchester Road
  • 11801 Manchester Road

List of Typical Skills For a Relationship Consultant Resume

1

Skills For Crm-i&c-consultant Relationship Manager Home Based Resume

  • Experience handling cash in a bank environment
  • Experience achieving results in a phone-based role
  • Passionate about delivering an exceptional client experience
  • Experience in the investment, ERISA and custody industry
  • Prior relationship based client consultation
  • Excellent communications (written and verbal) with various levels of leadership
2

Skills For Senior Relationship Consultant Resume

  • Flexible mindset to evaluate and prioritize work with sense of urgency
  • Industry experience – Financial Services, Insurance, Call Center
  • Acquisition responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities
  • Acquisition responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business
  • All aspects of the promotion and servicing of existing allocations in the entire range of Man's investment products and solutions,
  • Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions solutions
3

Skills For Financial Relationship Consultant Resume

  • Manage Annual Planning (Budgeting) and monthly forecast for Global Communication and HR IT Project/Application portfolio
  • Build and maintain relationships with Client Facing Investment Consultants across their network of offices in EMEA
  • Keep up-to-date on GSAM’s investment strategies and issues facing the ultimate consultant advised clients
  • Fully understand consultants’ business models and how we can further our working relationship with them
  • Problem solving acumen – focus on tactical and strategic
  • RG146 compliant or wiling to undertake further study
  • Deliver exceptional service to clients by answering general
  • Account inquiries and providing quotes and account balances upon
  • Educate potential and existing clients about self-directed products and
4

Skills For Internal Relationship Manager Consultant Resume

  • Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types
  • Background in Institutional Trust Administration and Investments
  • J.D. Power 2016 Certified Contact Center ProgramSM recognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit www.jdpower.com/ccc
  • Financial Relationship Consultant - Dupont Branch / Jacksonville, FL
  • Financial Relationship Consultant - Glynlea Branch / Jacksonville, FL
  • Financial Relationship Consultant - Lejeune Branch / Miami, FL
  • Financial Relationship Consultant - Miami Airport Branch / Miami, FL
  • This is a 40 hour workweek position (Eligible for vacation time, sick time, benefits, and 401K plan)
5

Skills For Relationship Consultant, Insurance Services Resume

  • Proactively service consultants to provide resolution to a broad range of investment-related queries
  • Develop relationships and work closely with internal stakeholders on behalf of consultants, including consultant relationship professionals around the global, portfolio management, legal, compliance, operations and reporting teams
  • Prepare for and attend consultant research meetings as well as group educational meetings and one-on-one client consultant meetings
  • Work with and support sales people and client relationship managers to provide the best possible experience for our Consultants advising our clients or prospect
  • Engage clients/prospects in investment portfolio discussions and positioning BlackRock’s investment solutions
  • In-depth knowledge of BlackRock’s investment products and ability to effectively communicate quantitative and qualitative aspects of investment process, philosophy, people and performance
  • Strong communication and customer focus
6

Skills For Consultant Relationship Manager Resume

  • Demonstrates behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics
  • Prior relationship based client consultation
  • Previous supervisory experience within a bank environment
7

Skills For IT Relationship Consultant Resume

  • Highly self-motivated and goal-orientated
  • Client-focused with a passion for excellence and positive team attitude
  • Committed to earn the Series 7 & 66 securities licenses within 90-120 days
  • Pay for performance bonuses
  • Top tier benefits through Bank of America – such as 401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time
  • Access to Employee Networks such as: Women’s Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational
8

Skills For Travel Consultant Relationship Manager Resume

  • 8182 Maryland Avenue, 11th Floor
  • Financial Relationship Consultant - Waterford Lakes Branch (Orange County)
  • Financial Relationship Consultant - South Orlando Branch (Orange County)
  • Financial Relationship Consultant - Springs Plaza Branch (Seminole County)
  • Financial Relationship Consultant - Rockledge Branch
9

Skills For Relationship Manager Uswa Manager Research Consultant Team Resume

  • Financial Relationship Consultant - Mims Branch
  • Financial Relationship Consultant - Fountainhead Branch
  • Financial Relationship Consultant - Miami Airport Branch
  • Financial Relationship Consultant - County RD 210 Branch
  • Financial Relationship Consultant - Downtown Fort Lauderdale Branch
10

Skills For Fleet Account Relationship Client Consultant Resume

  • Identify and target profitable consultants and customers that align to Haven’s I&C strategy
  • Progress consultants to an ‘energy partnership’ with AVS
  • Produce well-structured proposals in response to invitations to tender which clearly take into account the customer’s requirements
  • NASD licenses required (Series 7, 63, & 65 or Series 7 & 66)
  • Ensures a high focus on determining members’ needs and cross-selling appropriate services and continually building and enhancing member relationships including referring to FPS and mortgages

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