Relationship Manager Corporate Resume Sample

20 votes
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Therese Rohan
746 Vernon Dam,  Los Angeles, CA
+1 (555) 128 7948

Work Experience

Relationship Manager, Corporate Banking
09/2017 - PRESENT
Houston, TX
  • Meets with clients to ensure the quality of service and uncover opportunities for referrals for other banking services
  • Manages relationships, cultivating present and prospective clients as sources of new business. This would include travel and client visits
  • Connect with clients to ensure the quality of service and uncover opportunities for referrals for other banking services
  • Establishing and maintain proper documents relating to the perfection of the Bank’s lien position on loans secured by various collateral
  • Stand 5-10% of workday
  • Sit 90 - 95% of workday
  • With direction, contribute to the attainment of business results
  • Prepare all relevant pre and post customer documentation, collation /analysis of financial/non-financial information and coordination of products/solutions which suit customer needs
Relationship Manager Iv-corporate Banking
11/2012 - 07/2017
Philadelphia, PA
  • Solicit new prospective corporate customers and achieve business targets by identifying and realizing business opportunities in trade and credit solutions via cross-selling a wide range of banking products and services to deepen business penetration into relationship portfolio
  • Good knowledge of corporate banking products and services, especially trade and credit management, as well as cross-border servicing requirements
  • Strong relationship management, communication, analytical and interpersonal skills
  • Self-motivated, capacity to work independently under pressure and take accountability for results
  • Maximize the department’s profitability through the maintenance of a high quality loan portfolio. Follow current loans to ensure conformity with terms and covenants; maintain current and complete credit file
  • Follow market trends and developments to increase the bank’s business in established and developing markets
  • Explore new business opportunities in the commercial banking sector through various business networks and channels, and by deepening business penetration in existing portfolio
  • Achieve business targets through identifying and realizing business opportunities in commercial lending, trade financing and other related financial solutions under Bank's lending guidelines
Large Corporate Relationship Manager
07/2008 - 08/2012
Los Angeles, CA
  • Identify and minimize credit risk, prepare thorough financial analysis, credit proposals / regular credit reviews in accordance to Bank’s guidelines and policies
  • Relevant experience
  • Excellent English in speaking as well as report writing capabilities
  • Good teamwork and interpersonal skill
  • Highly motivated and self driven with strong communication
  • Establish an efficient and effective internal operating rhythm with counterparts in both the GE Industrial businesses and GGO, drive synchronized market penetration, develop C-suite relationships and product adoption, while maximizing total account profitability for the broader GE
  • Drive wing-to-wing sales process including customer prospecting, lead generation, making sales calls, analyzing data, preparing proposals and credit packages, negotiating price or other terms, and coordinating onboarding and ongoing relationships with customers
  • Manage ongoing 3rd party banking relationships once programs in coverage area are established


University of Central Florida
2004 - 2008
Bachelor's Degree in Business Discipline Competencies

Professional Skills

  • Building existing and winning new long-term relationships with the customers we want to bank, coherent with CMB’s strategy to be the Leading International Trade and Business Bank
  • Broadening of relationship management skills and knowledge of the entire banking product suite
  • In-depth knowledge of credit and analytical skills
  • Strong knowledge of banking products especially investment banking, trade finance, cash management and treasury
  • Previous experience within banking environment in a role with exposure to external clients and credit processes would be highly regarded
  • Demonstrate an in-depth understanding of ICG Risk Policies and broad product expertise
  • High profile opportunity with regular interactions with experienced bankers and product partners

How to write Relationship Manager Corporate Resume

Relationship Manager Corporate role is responsible for credit, finance, interpersonal, analytical, teamwork, planning, analysis, lending, marketing, legal.
To write great resume for relationship manager corporate job, your resume must include:

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

Contact Information For Relationship Manager Corporate Resume

The section contact information is important in your relationship manager corporate 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 Manager Corporate Resume

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

Representative Relationship Manager Corporate resume experience can include:

  • Prepare proposals, lead meetings and actively assist in analyzing prospects needs and structuring solutions-Develop, review and present financial models to assess operating performance, valuation and appropriate capital structure of selected prospects
  • Acting as a relationship manager with customers of your portfolio up to CFO / CEO and board level
  • Being the central point of contactfor your clients; mainly subsidiaries of companies with a turnover as of 250 mio €
  • Being the central point of contactfor your clients; mainly subsidiaries of companies with a turnover as of 250 mio € and/or stock listed
  • Acting as a relationship manager with customers of your portfolio up to CFO /CEO and board level
  • Responsible for coordinating interactive idea generation dialogue with key GE groups including key leaders within the GE Industrial Businesses,

Education on a Relationship Manager Corporate Resume

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

When listing skills on your relationship manager corporate 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 manager corporate skills:

  • Ensuring good qualityofcreditandcredit approval process, the growth of overall revenues and
  • Ensuring good qualityofcreditandcredit approval process, the growth of overall revenues and EVA of your portfolio
  • Have been responsible for multi-client coverage for large and complex names with demonstrated ability to interact with clients at senior levels
  • Originating proactively new profitable business and further identify cross - selling opportunities within your client portfolio
  • Collaborating with product partners to identify and match customer needs with relevant expertise; notably with GTRF, GLCM, GBM, GPB and I&I
  • Collaborating with product partners to identify and match customer needs with relevant expertise; notably with GTRF, PCM, GBM, GPB and I&I

List of Typical Skills For a Relationship Manager Corporate Resume


Skills For Relationship Manager, Corporate Banking Resume

  • Monitor relationship profitability regularly and ensure that the return is commensurate with the type of client and both CMB and the client’s risk appetite
  • Being the central point of contactfor your clients; companies with a turnover as of 250 mio €
  • Deep understanding of financial models, including assumptions, drivers, projects, etc and is able to modify and build models as needed
  • Able to originate and pitch deals, structure financing terms, construct financial models, negotiate term sheets and documentation
  • Comprehensive understanding of macroeconomics and ability to articulate the impact on key economic data on clients
  • In banking industry

Skills For Relationship Manager Iv-corporate Banking Resume

  • Liaisingclosely with your Sector Head and interacting with ING product colleagues
  • Opportunity to participate in / seeing deals through from end-to-end
  • Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department’s lending authority
  • Generate revenue from existing and new relationships, and increase our share of the wallet of the clients’ businesses
  • Business Head, Wholesale Corporate Marketing (Technology, Consumer & Multinationals)

Skills For Corporate Lender / Relationship Manager Resume

  • Have marketed the full range of financing and transactional products to OECD clients, and been involved in their execution
  • To identify and exploit revenue opportunities (credit or otherwise) from assigned clients by marketing the bank’s products and services
  • Maintain up-to-date and accurate deal pipeline on CV
  • Broad knowledge of the Bank’s structures, products and services
  • Able to perform independently and be a team player at the same time

Skills For Relationship Manager Corporate Clients Resume

  • Identifies acquired credit and risk knowledge to conduct a detailed credit analysis and determines key risks and mitigates in client business
  • Stay abreast of industry trends and best practices of clients’ competitors
  • Support the country team in the implementation of regional and global initiatives
  • Participates in community affairs to increase the bank’s visibility and to enhance new business opportunities
  • Maintains professional and community relations to increase the bank’s visibility and new business opportunities, and to further personal development
  • Cross sell the Bank’s full range of financial products and services

Skills For Large Corporate Relationship Manager Resume

  • Analyze performance results – interpret and adapt strategy to optimize
  • To work actively and efficiently with various global and local product groups within Citi to sell their products to the Bahraini Corporate segment. Requires active involvement with the following product groups: Debt Capital Markets, Correspondent Banking, Trade, Markets Products
  • To initiate, maintain and monitor credit transactions with the bank’s existing and new clients, including assisting the preparation of in-depth Industry Credit Reviews, Stress Tests, Credit Approval memos, financial models etc
  • To proactively manage the bank’s exposure pertaining to client accounts and ensure that it is appropriately labelled and controlled in line with the bank’s credit process
  • To assist the CCO and Regional CB Head in planning and monitoring the group’s strategic objectives and revenue plan

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