Relationship Liaison Resume Sample

4.7
21 votes
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Felicia Stracke
18452 Leanna Row,  Dallas,  TX
+1 (555) 133 5206

Work Experience


Regional Relationship Liaison
02/2017 - PRESENT
Detroit, MI
  • Provide primary customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service. Assist business banker representatives or mortgage administrators to provide customer support in business development activities
  • Provide primary customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service. Assist Commercial business line to provide customer support in business development activities
  • Provide primary customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service. Assist commercial bank representatives to provide customer support in business development activities
  • Works directly with Relationship team and their assigned Commercial Customers, the Relationship Liaison is responsible for performing all follow-up and backup work required to support the Relationship Managers
  • Works directly with Regional Relationship team and their assigned Commercial Customers, the Relationship Liaison is responsible for performing all follow-up and backup work required to support the Relationship Managers
  • Proactively escalate and recommend solutions to ongoing issues/problems
  • Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations
  • Assist with the administration of credit and non-credit products and services through the resolution of operation problems
  • Make service and/or follow up phone calls to prospects/customers
Relationship Liaison
04/2014 - 08/2016
Houston, TX
  • Prepare customer correspondence and/or commitment letters
  • Serve as a liaison between Commercial Service Management team with various sales and operational teams, to ensure accurate implementation and maintenance of Commercial Card programs and customer service
  • Sell, document and coordinate implementation of the more elaborate products. In conjunction with businessdevelopment representatives or mortgage administrators, proactively researches/screens for prospects
  • Opens, closes and transfers DDA accounts. Controls overdrafts and account delinquency
  • Process wire transfers and prepare daily lending and payment documentation on business banking loans. Handle and process all account maintenance
  • Open new accounts, process wire transfers and prepare daily lending and payment documentation for commercial customers
  • Assist the KYC Office and RM with the BSA/AML/KYC process
  • Maintain departmental tracking documents, some confidential, including: organizational chart, openings list, and email lists, etc.
Commercial Relationship Liaison
01/2010 - 01/2014
New York, NY
  • Interact on a daily basis with various operational areas of the bank in order to identify, review, research, and correct operational and accounting customer problems
  • Open new accounts, perform account maintenance on existing accounts, and process wire transfers on behalf of customers
  • Review and distribute various departmental reports for variances. Tabulate information and prepare reports tracking deposit, loan, fee, and referral volumes with department
  • Interact with various operational areas of the bank in order to review, research and help correct operational and accounting problems affecting department’s loan portfolio
  • Participates in the institution’s quality assurance/performance improvement initiatives as requested
  • Perform follow up on outstanding CMN’s, Renewal CMN’s, and prescriptions
  • Provide service support to Dealer Commercial Services representatives for the purpose of resolving performance/account problems. Handles a variety of customer inquiries regarding accounts
  • Acts as a single point of contact for a specific account or accounts
  • Responds to customer needs, concerns and complaints in a timely manner

Education


Thomas University
2006 - 2010
Bachelor's Degree in Business

Professional Skills


  • Overall Information Technology and/or Software/Systems Engineering experience
  • Overall Information Technology and/or Software/Systems Engineering experience for the E05
  • Strong familiarity with banking regulations, financial statements and commercial loan documentation required
  • Retail/commercial/corporate credit loan processing experience
  • Work as a team member, and to work effectively under pressure with tact and diplomacy
  • Effectively works and coordinates timely discharges with Customer Care Center and/or Branch Customer Service Team
  • Operates a Personally Owned Vehicle (POV) and/or company vehicle (non-CDL) in accordance with the essential job functions

How to write Relationship Liaison Resume

Relationship Liaison role is responsible for research, travel, retail, credit, training, transportation, accounting, imaging, mortgage, lending.
To write great resume for relationship liaison job, your resume must include:

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

Contact Information For Relationship Liaison Resume

The section contact information is important in your relationship liaison 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 Liaison Resume

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

Representative Relationship Liaison resume experience can include:

  • Contacts patients to confirm orders and communicates any financial obligations before referral for delivery/service scheduling
  • Assists in the utilization process as well as transitioning members related to capitation switch outs
  • Performs follow up on outstanding CMNs, Renewal CMNs, and prescriptions
  • Responds to emergency calls and related needs as needed during regular business hours and on an On-Call basis
  • Consults with clients and referral sources on products and necessary equipment
  • Assesses patient’s needs and promotes company products/services at office visits, as appropriate

Education on a Relationship Liaison Resume

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

When listing skills on your relationship liaison 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 liaison skills:

  • Proactively resolves issues by anticipating and identifying problems then coordinating the appropriate solution(s)
  • Participate in and successfully complete ongoing training and development to become and remain qualified to perform the essential job functions
  • Oversees all transactions coming from a specific account(s), including all referral sources
  • Obtains all required documentation for orders to be entered into the system, service scheduling and billing/payment
  • Knowledge of bank policies, procedures, and banking regulations are required
  • Knowledge of bank policies, procedures, and banking regulations are required Knowledge of financial statements and loan documentation

List of Typical Skills For a Relationship Liaison Resume

1

Skills For Customer Relationship Liaison Resume

  • Knowledge of bank policies, procedures, and banking regulations are required. Knowledge of courthouse and state filings
  • Knowledge of the bank’s products, operations, policies, and procedures
  • Very strong customer service skills with the inclination to utilize those skills by participating in the department’s sales and customer retention activities
  • Work as a functional business expert
  • Learn and comply with all Department of Transportation, Transportation Safety Management (TSM) and POV requirements applicable for the safe and complaint use of Apria vehicles and POVs
  • Assists medical groups and/or other provider groups to understand the products and services available under the contract
2

Skills For Regional Relationship Liaison Resume

  • Coordinates patient services with physicians and medical groups
  • Performs timely follow up on initial/renewal authorizations to maintain reimbursement of products/services
  • Sets-up and delivers home healthcare products and services

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