Relationship Coordinator Resume Sample

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Erna Crooks
8294 Gunnar Coves,  Detroit,  MI
+1 (555) 679 3970

Work Experience


Senior Client Relationship Coordinator
08/2016 - PRESENT
Houston, TX
  • Manages and supports major projects and business development initiatives within assigned LOB and across all LOB’s as needed
  • Provide day-to-day administrative and project management support to the CREs in support of the various Business Development initiatives that the team is engaged with
  • Develop understanding of practice groups and partner strengths with a view to active involvement, with CREs and partners, in identifying and executing on business development opportunities
  • Empathizes with the customer
  • Enjoys working with customers
  • Effective at working with customers
  • Understands and works to resolve customer issues
Customer Relationship Coordinator
12/2013 - 03/2016
Philadelphia, PA
  • Effective liaison with necessary parties on behalf of customers
  • Proficient in the technical components of the job
  • Experience within financial services industry handling investor relations
  • Relay client and customer positions to staff within BLS and BLS’s positions to the client
  • Keep clients informed of BLS’s status and new products/services that would add value for the clients
  • Call and email customers to facilitate a connection with a sales person in the store
  • Train clients on all equipment provided by Sharp Business Systems
  • Train clients on Sharp Software solution (Sharpdesk)
  • Train clients on Print Drivers for Peripherals
Customer Enquiries & Relationship Coordinator
05/2009 - 07/2013
Philadelphia, PA
  • Coordinate ongoing administration and operations for OneAmerica Retirement Services LLC plan sponsors to meet client’s service needs
  • Assist in the development of specific materials targeted to sister company sales reps to familiarize them with AGS’s capabilities
  • Schedules field appointments for Healthfirst CompleteCare Specialist and Intake Nurses in EMR within 48 hours’ referral receipt while maximizing joint visits (Specialist + Nurse)
  • Building up an open and efficient communication together with the Sales Executive to manage costs versus service levels whilst achieving the desired level of customer satisfaction
  • Pro-actively liaising with the Sales Executive to ensure credit issues are resolved with support from the credit organization as appropriate, ensuring receivables processes run smoothly and overdue payments are collected effectively without jeopardizing customer relationship
  • Liaising with regional Marine, Supply Co-coordinators, Customer Center and local freight forwarders, terminal, banks to ensure customer orders are fulfilled safely and satisfactorily and problems are resolved efficiently and timely is another requirement of the Customer Relationship Coordinator’s role
  • Operate independently with defined guidelines
  • Fluent in English and native Mandarin speaker

Education


Grand Valley State University
2004 - 2009
Bachelor's Degree in Finance

Professional Skills


  • 5) Can work under extreme time pressures, has good time management skills and able to prioritize task effectively
  • Can work under extreme time pressures, has good time management skills and able to prioritize task effectively
  • Strong management skills and leadership experience
  • Strong team working, relationship building and listening skills, especially in a “virtual team” environment
  • Demonstrated communication skills, both verbally and in writing
  • Excellent interpersonal skills, detail-oriented and meticulous
  • Self-directed with demonstrated ability to manage multiple varying deliverables with shifting priorities/requirements

How to write Relationship Coordinator Resume

Relationship Coordinator role is responsible for excel, software, travel, research, reporting, planning, shipping, database, credit, basic.
To write great resume for relationship coordinator job, your resume must include:

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

Contact Information For Relationship Coordinator Resume

The section contact information is important in your relationship coordinator 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 Coordinator Resume

The section work experience is an essential part of your relationship coordinator 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 coordinator 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 coordinator position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Relationship Coordinator resume experience can include:

  • Pro-actively liaising with the Supply Coordinator and Sales Executive to ensure the product availability and credit issues are resolved with support from the credit organization as appropriate, ensuring receivables processes run smoothly and overdue payments are collected effectively without jeopardizing customer relationship
  • Liaising with Hauliers, Transport Co-coordinators, Supply Co-coordinators, supply points (third party suppliers and depots), freight forwarders and banks to ensure customer orders are fulfilled safely and satisfactorily and problems are resolved efficiently and timely is another requirement of the Customer Relationship Coordinator’s role
  • Proactive and decisive problem solver with good root cause analytical skills
  • Effectively communicate with both internal and external contacts including prospects and clients
  • Experience coaching and developing a team
  • Experience working with Excel spreadsheets including pivot tables,

Education on a Relationship Coordinator Resume

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

When listing skills on your relationship coordinator 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 coordinator skills:

  • Good planning and organisation skills are required
  • Is influential and persuasive; effectively engages action and discretionary effort from others
  • Superior communication skills – written and verbal – all levels, primarily senior level
  • Prior relevant customer service experience
  • CC&B experience including processing transactions such as starts and stops of service, and issuing service requests (TODOs and Field Activities)
  • Experience scheduling, coordinating and/or representing utility

List of Typical Experience For a Relationship Coordinator Resume

1

Experience For Customer Relationship Coordinator Resume

  • Experience in frontline customer facing roles is an advantage
  • 8) Experience in frontline customer facing roles is an advantage
  • Processing capital calls, distributions and valuation updates for alternative investments
  • 10) Manage vendor billing to Shell, liaising with Shell Business Service Centres to ensure that Shell pays vendors on time
  • Initiates, authorizes, and processes billing adjustments and account corrections in accordance with established procedures
2

Experience For Client Relationship Coordinator Resume

  • Daily processing and review of orders through manual and electronic means
  • 4) Actively promote e-Commerce, be fluent in various e-Commerce tools and able to assist customers with queries concerning these tools
  • Organize and manage meeting materials from start to finish
  • Korea language is an advantage
  • Provides direct, one-on-one, expertise and services, ensuring commercial, industrial and residential customers obtain and maintain efficient use of utility services
  • Manages assigned utility projects from initiation to completion. Assigns projects, sets schedules, and monitors task completion for timeliness, accuracy, and effectiveness
  • Identifies, investigates, and analyzes key issues, develops comprehensive options to resolve them
3

Experience For Customer Enquiries & Relationship Coordinator Resume

  • Audits utility accounts, researches usage, determines average consumption, verifies and calculates rates, investigates high costs or other anomalies for possible causes and resolution
  • Extracts data from multiple database applications, creates detailed and comprehensive reports to present facts, utility usage and cost, prepares written and oral summaries; monitors and communicates performance results
  • Partners with other city departments and staff to ensure customer utility issues are addressed and resolved
  • Participates in continuing education as it relates to customer service delivery, maintaining Smith Driver Certification, and the operations of the city, and/or its departments
  • Daily communication with customers via phone and e-mail contact regarding inquiries/requests with a requirement to determine appropriate solutions and responses
4

Experience For Strategic Relationship Coordinator Resume

  • Execution of mid to high-level account management to meet customer requirements
  • Provision of accurate product technical support to direct customers, sales, end users/consumers, and specifiers for inquiries relative to product application or characteristics
  • 2) Form a well-functioning Customer Team together with the Account Executives, situated worldwide, to manage costs versus service levels whilst achieving the desired level of customer satisfaction
  • 3) Proactively liaise with Regional Supply Chain to replenish stocks at Shell terminals as well as manage the importation of goods into area of responsibility
  • 5) Pro-actively liaise with the Credit team to ensure credit issues are resolved, receivables processes run smoothly and overdue payments are collected effectively without jeopardising customer relationship. The CRC has joint ownership with the Account Executives for the cash collection process
  • 6) Ensure customer master data is kept up to date, in both systems and in files. Make sure that control, legal and fiscal requirements are met and that evidence/authorisations are kept safely and rigorously for audit purpose
  • 7) Liaise with hauliers, transport coordinators, supply coordinators, supply points, freight forwarders and banks to ensure customer orders are fulfilled safely and satisfactorily and problems are resolved effectively and timely. Support land logistics to provide timely performance review of land logistics service providers
  • 8) Occasionally manage stock levels at customer or tank vendors sites either as consignment stock or through a Supplier Managed Inventory system in order to optimise customers off-take pattern with the cost of supply
5

Experience For Private Client Relationship Coordinator Resume

  • Demonstrated inter-personal skills in prior positions
  • 9) Vet letters of credit (LC) for export orders
  • Desire to exceed internal and external customer service needs
  • 4) Actively promote e-Commerce, be fluent in various e-Commerce tools (like Customer Portal, Elemica) and able to assist customers with queries concerning these tools
  • Experience with GSAP is an advantage
  • 9) Experience with GSAP is an advantage
6

Experience For Mortgage Banking Short Sale CA Relationship Coordinator Resume

  • Handling cash processing including checks, wires, and transfers
  • 10) Manage vendor billing to Shell, liaising with Shell Business Service Centres (located out of Singapore) to ensure that Shell pays vendors on time
  • Account maintenance (opening new accounts, asset transfers, address changes, etc.)
  • Proactive resolution of client inquiries
  • Support the Private Client Service Team with day-to-day calendar management, travel arrangements and expenses
  • Process cash transactions for client accounts
7

Experience For Account Relationship Coordinator Resume

  • To remain contactable outside office hours for emergency operational issues
  • Fluent in English (spoken and written) and Mandarin (spoken)
  • A chemicals background – either at work or via your studies
  • Knowledge of Lean methods
  • 6) To remain contactable outside office hours for emergency operational issues
8

Experience For Temporary Customer Relationship Coordinator Resume

  • 7) Fluent in English (spoken and written) and Mandarin (spoken)
  • Work cohesively in a small team environment
  • Become Smith Driver Certified within 6 months of employment
  • Theoretical and practical project management knowledge
  • Ensure team is thoroughly trained on products, services, benefits, policies and new initiatives
  • Act as principal escalation point for customer or banker issues
9

Experience For Retirement Plan Internal Relationship Coordinator Resume

  • Strong interest in the interpretation and practical application of trust document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration
  • Definition of relevant education: 4 year BS or BA from an accredited college in one of the following fields: business, communication, social and behavioral sciences
  • Definition of relevant experience: Experience in customer service including any of the following departments: call center, customer service, back office billing, customer escalations, or product sales and services
  • Experience troubleshooting/problem solving relative to metered utility
  • Experience in a healthcare, research or other science related field
  • Is very patient
10

Experience For Relationship Coordinator Supervisor Resume

  • 1) Act as the primary customer contact, for customers located worldwide to process customer orders in an efficient and error-free way and deal with any customer queries or complaints. This includes order capture, commitment to orders, resolution of obstacles to commitment, confirmation, progression, order-amendment, invoicing, cash collection, managing complaints and indirect tax issues
  • 11) Manage SOX controls of the Customer Centre Dept. Ensuring that all necessary approvals are obtained and within the correct authorities as defined in the Manual of Authorities (MoA). To keep oneself updated on changes to MoA and work with the Process Lead to develop/execute control processes including proper record keeping per Group Records Management system
  • 7) Liaise with hauliers, transport coordinators, supply coordinators, supply points (3rd party suppliers and depots), freight forwarders and banks to ensure customer orders are fulfilled safely and satisfactorily and problems are resolved effectively and timely. Support land logistics to provide timely performance review of land logistics service providers

List of Typical Skills For a Relationship Coordinator Resume

1

Skills For Customer Relationship Coordinator Resume

  • Experience with Microsoft office applications. Excel skill level basic to intermediate
  • Demonstrate clear commitment to factors affecting HSSE
  • Demonstrated commitment to factors affecting HSE
  • Experience in planning, risk management and/or change management
  • Experience handling customer escalations
  • Maintain workload with multiple competing priorities
2

Skills For Client Relationship Coordinator Resume

  • Is comfortable and effective when faced with ambiguity and/or change
  • Proven customer focus and service mindset
  • Well organized and ability to prioritize and multi-task
  • Korean language skill is an advantage
  • SAP user experience advantageous
  • Experience with metered utility (electric, water, gas)
  • Experience in utility (electric, water, gas) call center
3

Skills For Customer Enquiries & Relationship Coordinator Resume

  • Understands client priorities
  • Experience in an electric, gas and/or water utility customer service environment
  • Valid Texas Class C driver’s license or ability to acquire by employment date
  • Experience with CC&B
  • Provide excellent customer service in a fast-paced environment
4

Skills For Strategic Relationship Coordinator Resume

  • Strong ownership on responsibility taken
  • Printing & Distributing Order Acknowledgements
  • Managing the documentation flow to ensure the product discharging smoothly
  • Managing the pricing adjustment and debit note issue per the commercial guideline
  • Supporting and joining commercial workshop and customer event organization
  • Understanding of meter to cash, rates, products and services for utility commercial customers
  • Personal computer software – Windows: word processing, project planning, presentation, e-mail, flow charts, and spreadsheet software
  • Monitor completion of on-going service commitments such as completion of 5500’s, allocations, and year-end plan testing
  • Manage the processing and tracking of all customer contract requirements
5

Skills For Private Client Relationship Coordinator Resume

  • Self motivated, demonstrating initiative
  • Self-motivated, demonstrating initiative
  • Resourceful with heightened analytical/assessment/problem-solving capabilities
  • Manage and provide all customer reporting and other administrative needs as identified and required by customers
  • Provide customer reporting & other administrative needs as identified and required by customers
6

Skills For Mortgage Banking Short Sale CA Relationship Coordinator Resume

  • Electronic and paper filing
  • Fully understand and follow the terms of governing documents
  • Occasionally managing stock levels at customer leased shore tank through a Supplier Managed Inventory system
  • Is a role model for the professionalism BLS and the client expect
  • Have proper knowledge of Quality & HSSE Management Systems, Incoterms and competition law and RMB payment method
  • Have proper knowledge of Quality Management Systems, Incoterms and export regulations, competition law and letters of credit
  • 2) Respect for diverse cultures in order to maintain local touch for customers served from a customer centre typically outside of their country
  • 3) Actively participate to contribute to best practice sharing within customer centres, at the same time being a team player and able to build up working relationship with other departments and develop oneself
  • 4) Pays attention to details, careful, well-organised and discipline in execution
7

Skills For Account Relationship Coordinator Resume

  • Track and manage all IC calculations each quarter
  • 1) Build customer centricity, maintain customer intimacy, mainly by telephone and emails. Provide differentiated services to segmented customers
  • Administration or Microsoft based qualifications
  • Build customer centricity, maintain customer intimacy, mainly by telephone and emails. Provide differentiated services to segmented customers
  • Respect for diverse cultures to maintain local touch for customers served from a customer centre typically outside of their country
  • Actively participate to contribute to best practice sharing within customer centres, at the same time being a team player and able to build up working relationship with other departments and develop oneself
  • Pays attention to details, careful, well-organised and discipline in execution
8

Skills For Temporary Customer Relationship Coordinator Resume

  • Maintain the National Account Customer List
  • Ensure all RFP/RFQ deadlines are met
  • Performance driven and cost conscious
  • Knowledge of Quality & HSE Management Systems, Inco terms, Export Regulations, competition law and letters of credit is beneficial
  • Knowledge of techniques and tools
  • Proficiency in project management software tools
  • Work in a fast-paced environment; heightened sense of urgency
  • Possess excellent communication skills, be a team player, have the ability to enter and manage orders, be flexible and multitask in a fast paced work environment while driving continuous improvement initiatives
  • Handling cash processing for assigned accounts
9

Skills For Retirement Plan Internal Relationship Coordinator Resume

  • Troubleshooting/problem-solving relative to large commercial/industrial customers
  • Possess the aptitude to learn basic product technical information relative to the lighting industry
  • Collaborate with outside advisors concerning client’s personal tax information
  • Quickly absorb complex information, process information and apply appropriately to customer’s needs and understanding when to escalate items
  • Robust understanding of Copiers/MFP’s/Scanners
10

Skills For Relationship Coordinator Supervisor Resume

  • Be able to cope with stressful situations and multiple interruptions with a positive demeanor
  • Provide input on Delaware trust policies and procedures
  • Utilize knowledge of Delaware trust administration
  • Attention to details and focus on customer service
  • Account/case management
  • Preparation and interpretation of financial and consumptive data for customers

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