Relationship Specialist Resume Sample
Luz Shields
856 Layla Circle,
Detroit,
MI
+1 (555) 631 2599
Work Experience
Customer Relationship Specialist
10/2016
-
PRESENT
Houston, TX
- Document important communication and call reports in appropriate databases
- Participate in SBU meetings, regional and global, and provide project updates, industry trends, and market insights
- Provide marketing and sales with timely and accurate sales forecasts; including timing for product transitions
- Assist the Marketing Manager with data required for construction of Marketing Assessment Decks and Ideation Decks (Accolade NPD Model)
- Maintain coordination with Afton’s Global OEM Relationship Management Team
- Pleasant, but busy office, taking direction from more than one Supervisor
- Numerous distractions and disruptions due to incoming communication
- Flexible work hours with shifts that include days, evenings, weekends and holidays
Relationship Specialist
06/2011
-
04/2016
Phoenix, AZ
- Responsible for eliciting the actual needs of stakeholders, not simply their expressed desires, working with the business to prioritize those needs, ensuring alignment to business objectives
- Engages with industry, customers and suppliers to identify opportunities for new technology and/or new business processes to solve known and potential Brambles business problems
- Works closely with other Business Relationship Managers, BAs and Directors to identify current opportunities and challenges to focus the project pipeline on high value initiatives
- Experience servicing high-value relationships or corporate relationships
- Works in conjunction with Account Executive to build unique and
- Oversees teller line operations to assure that sufficient staff is available and that customer transactions are processed accurately, efficiently, and courteously. Assigns and reviews the work of tellers and offers guidance to tellers in handling complex customer transactions, balancing daily settlements, and meeting customer needs
- Work to ensure 100% customer satisfaction with all aspects of the program
- Analyze, troubleshoot and resolve device communication, service and supply issues
Account Relationship Specialist
11/2005
-
01/2011
San Francisco, CA
- Ensure meter reads are reported for all devices and billing is submitted by required due date
- Investigate, troubleshoot and resolve meter issues as needed such as device not communicating, invalid meter reads
- Work as liaison between customer, sales, billing, Asset Coordinators, and service/Help Desk to ensure smooth operation of all facets of the program
- Understand and utilize contract documentation and participate in process for implementing new client contracts
- Facilitate remote meetings with clients regularly to gauge satisfaction and maintain accurate account information
- Understand and follow all current processes, and maintain awareness of process changes on SharePoint site
- Use multiple systems simultaneously to troubleshoot and resolve issues
- Work independently and develop individual time management system and workflows to complete regularly required tasks and special projects
- Generate client-facing operational reports
Education
National University - Redding Campus
2000 - 2004
Bachelor's Degree in Business Administration
Professional Skills
- Excellent problem solving and critical thinking skills
- Strong attention to detail, accounting, and computer skills
- Excellent time management skills and the ability to work in high-pressure situations and a fast paced environment
- PC proficiency - strong computer skills
- Excellent written and verbal communication and grammar skills
- Skill in planning, analyzing and coordinating activities and establishing priorities
- Skill in effectively managing, supervising and evaluating assigned staff
How to write Relationship Specialist Resume
Relationship Specialist role is responsible for computer, customer, basic, organizational, interpersonal, planning, microsoft, presentation, organization, analytical.
To write great resume for relationship specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Relationship Specialist Resume
The section contact information is important in your relationship specialist 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
- Telephone number
Work Experience in Your Relationship Specialist Resume
The section work experience is an essential part of your relationship specialist 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 specialist 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 specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Relationship Specialist resume experience can include:
- Computer skills: Intermediate to Advanced skills in SAP and Excel
- Strong aptitude for consultative selling; prior sales and customer service experience
- Strong analytical skills, intellectual curiosity, and attention to detail
- Good oral and written communication skills, i.e., listening and team building
- Strong personal computer (PC) and Microsoft Office Suite skills, e.g., Word, Excel, PowerPoint, Access
- Strong relationship management, communications and consultancy skills
Education on a Relationship Specialist Resume
Make sure to make education a priority on your relationship specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your relationship specialist 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 Specialist Resume
When listing skills on your relationship specialist 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 specialist skills:
- Superior customer service skills/attitude and strong organizational skills
- Excellent sales skills with a proven record of account development
- Articulate and solid communicator with strong organizational skills
- Skill in both verbal and written communication. Skill in establishing and maintaining effective working relationships
- Strong, analytical, organization and planning skills
- Proven time management skills, with the ability to self-motivate and organize daily routine
List of Typical Experience For a Relationship Specialist Resume
1
Experience For Customer Relationship Specialist Resume
- Work with FASCore to ensure unique testing/contribution allocation process are handled effectively (i.e., Cross-tested, partnership issues, etc.)
- Contribute significantly to the work environment by participating as an effective member of the team.Search Jobs US
- Work with Commercial lender on prioritization
- Working closely with customers and Account Executives to facilitate proposals, correspondence, and resolution of customer’s issues
- Assists with determining if issues require escalation and works with FASCore on trouble shooting and problem solving
- Understand Customer’s Purchasing, Accounting, Receiving, and Accounts Payable procedures
- Compile approval package for submission to approving / reviewing entity (i.e
2
Experience For Senior Relationship Specialist Resume
- Develops, carries out and tracks the results of marketing, advertising and promotional plans for Ben Hogan Sports Therapy
- Assist in answering telephone and taking accurate messages
- Typeset the order on the computer, making sure to accurately enter the information in the correct point size, font style, format, and wording
- Development an understanding of Gannett’s Media’s product offerings and internal systems
- Partners with Client Consultant in reviewing fee revenue and/or profitability appropriateness for premier clients
- Identify and develop relationships with key decision makers for buying the firm’s products and services
- Monitor supply base for best fit to customer’s product and geographical proximity need providing recommendations to RRD stakeholders
- Proficiency using MS Office products
3
Experience For Account Relationship Specialist Resume
- Make face-to-face contacts and presentations to all customers and potential customers, introducing new products and present product offerings
- Establishes relationships with referral sources including orthopedic surgeons, primary care physicians, osteopathic physicians, athletic trainers and coaches
- Continuously seeks ways to grow existing product lines as well as explore opportunities to add new services
- Collaborate with Director and management staff on collateral marketing materials
- Cross-sells the Bank’s products and services, referring customers to appropriate staff as indicated
- Continuously analyzing program performance/satisfaction to identify trends and opportunities for strategic initiatives
- Check completed work for spelling, grammar, punctuation, format, ect. to verify quality
4
Experience For Business Relationship Specialist Resume
- Answer incoming Channel Partner calls
- Clear all collateral exceptions arising from Commercial loans
- Assist loan officers in preparing loan packages for approval at Executive and Corporate Board Meetings
- Assist loan officers with acquiring credit reports
- Use of specific web-based tools as it applies to the position
- Take responsibility for customer satisfaction utilizing conflict resolution skills, problem-solving skills, professional communication skills, expectation setting and similar skills
- Communicate clearly, responding in an effective and timely manner and ensuring that internal and external customer expectations are met or exceeded
- Strong ability to communicate/build relationships with people
5
Experience For Financial Relationship Specialist Resume
- Work in a fast-paced environment and perform multiple tasks
- Communicates with external and internal customers through various channels (phone, email and letters) maintaining a positive, empathetic and professional attitude at all times
- Demonstrates excellent interpersonal, written, and oral communication skills. Including the ability to ask probing questions to understand concerns and overcome objections
- Responds promptly and accurately to customer inquiries and process a variety of customer requests within different levels of complexity. Including account reconciliation, account updates, document requests, invoices, buyout quotes, web portal troubleshooting, etc
- Performs day-to-day activities that ensure effective account management and demonstrates ability to successfully collect on delinquent accounts
- Establishes strong working relationships with Vendors, Sales, Originations, Operations and Finance departments to find best solutions and anticipate customer needs
- Follows proper Complaint Process when assisting customers with escalated concerns to resolve account or service issues. Focusing on determining the root cause; selecting and explaining the best solution; expediting correction or adjustment; following up to ensure timely resolution and to provide the best customer experience
- Handle all aspects of loan originations, funding, & collateral perfection (coordinate with middle office in KC)
- Follows established policies, procedures and guidelines to protect both our clients and the CIT Bank
6
Experience For Strategic Relationship Specialist Resume
- Meets Quality Assurance Requirements and other key performance metrics
- Assist Commercial Officer with coordination with other lines of business
- To be the region’s first point of contact and primary interface for the partners and stakeholders with regards to the GCSC service and changes. This includes, but is not exhaustive of, Product Management, L2, L3, Production Assurance, GIDA, CATE
- Exposure within CTI and the Global Customer Operations organization
- Opportunity to be involved in a large Global scale transformation
- Opportunity to directly influence innovation of CTI customer service processes
- Proficiency with MS Office and PowerPoint
- Responds to client requests for information and works with and keeps FASCore informed throughout the process
7
Experience For IT Business Relationship Specialist Resume
- Works with our outside vendors or internal business partners
- Works with clients and FASCore to ensure that all required testing and 5500 filings for premier retirement plans are completed timely and ensures that corrective distributions are completed. Follow-up with all parties as necessary
- Responsible for the successful implementation of new Client and plan participant services that
- Ensure client’s documentation and information is up to date and complete according to the Bank and regulatory requirements. Follow up on documentary exceptions until they are regularized
- Train, coach, and develop associates so UMB has unified approach to client no matter what region is being serviced (i.e. Commercial Loan systems Mainframe, SHAW, Client Link)
- Assist in the timely creation and ongoing review and evalutation of assigned associate Performance Objectives and of Individual Development Plans
8
Experience For Collections Relationship Specialist Resume
- Recommend changes and improvements regarding work unit policies and issues to improve productivity and consistency
- Attend meetings and/or conferences to obtain or disseminate information regarding department issues and programs
- Conduct briefings to management to report information and answer questions regarding assignments
- Communicate with Credit Analysis relating to any additional information required
- Represent the needs of the Asset to technical planning groups in IT, and likewise, to represent the needs of IT to the business Asset
- Develop and update policies and procedures to outline associate responsibilities and correct actions to be followed
- Local Travel (No overnight)
- Maintain white glove service approach in every activity and interaction
- )Reporting and Analytics Support – Assist Sourcing’s metrics team with reporting and analytics in the development of supplier scorecards and other SLA tracking. Assists with supplier assessment efforts and updates as needed
9
Experience For Lending / Relationship Specialist Resume
- ) Reporting and Analytics Support – Assist Sourcing’s metrics team with reporting and analytics in the development of supplier scorecards and other SLA tracking. Assists with supplier assessment efforts and updates as needed
- Excellent communication and interpersonal skills and ability to work with individuals at all levels of management
- Excellent organizational skills with high attention to details
- Function effectively within an unstructured environment
- Effectively deal with difficult guests
- Tools experience – Word, Excel, Powerpoint, Visio
10
Experience For Customer Relationship Specialist Hillsboro Resume
- Consistently demonstrates a positive attitude, relates well to others, and acknowledges the accomplishments of others
- Input loan renewal request in loan summary, Baker Hill Advisor, and B2B/B2C platforms
- Prepare Debt Summary (if applicable)
- Coordinate collection of applicable business tax returns, business financial statements, personal financial statements, personal tax returns, credit reports, and credit monitoring required financials
- Prepare request for Credit Analysis and forward package to Loan Administration
- Primary point of contact for customer. Build constructive relationships with primary customer contacts and apply knowledge of customer’s business (organization structure, value chain, strategic plans, etc.) to partner with RRD stakeholder to assess and develop processes to deliver on service quality and solutions development for the customer
- Manage vendor base for best fit to customer’s product and geographical proximity need
- Inquiries & Investigations
List of Typical Skills For a Relationship Specialist Resume
1
Skills For Customer Relationship Specialist Resume
- Excellent basic math and data entry skills required
- Presenting work progress effectively to internal management and build buy-in for recommendations
- Proven track record and skill in managing and maintaining client relationships
- Solid experience with Microsoft Office Products (Word, Excel, PowerPoint) and related banking systems including Salesforce , Compass, Channelink
- Experience in Staffing/recruiting of contingent labor or MSP experience required
2
Skills For Senior Relationship Specialist Resume
- Sales, marketing and service skills which meet Bank of Hawaii’s established standards
- Strong typing and data entry skill
- Proficient PC skills with ability to multitask between computer applications
- Superior interpersonal skills and the ability to communicate and interact with customer contacts at all levels
- Microsoft PowerPoint, Excel, and Word skills required
- Training and or experience in overcoming client objections
- Monitoring the business environment to detect material changes and opportunities to ensure that Encore’s strategies remain highly effective
3
Skills For Account Relationship Specialist Resume
- Broad understanding of the mutual fund industry, experience with asset allocations products and NSCC trading
- Experience working with/preparing taxes is an asset
- Demonstrates knowledge and understanding of bank loan policy and regulatory compliance
- Three to five years’ experience in banking
- Experience with a loan processing program (i.e. Laser Pro)
4
Skills For Business Relationship Specialist Resume
- Experience with a banking software program (i.e. Bankway/Fortis)
- Experience with a banking software program
- Strong working knowledge of Microsoft Word, Excel and PowerPoint as well as familiarity with database programs
- In banking with experience in deposits, loans and customer service
- Experience with Microsoft Office Products and related banking systems
- In credit operations, loan consultation or administration; 7 years experience with Microsoft Office Products and related banking systems
- Take constructive critique and implement training concepts into your own voice. Education & Experience: EDUCATION
- Skill in providing leadership
5
Skills For Financial Relationship Specialist Resume
- Related industry experience with the ability to thrive in an independent, challenging and collaborative sales environment
- A proven record of successfully meeting a monthly quota
- Demonstrates ability to identify problems and analyze alternatives to develop viable recommendations for projects and assignments
- Experience with Bankway. Laser Pro loan documentation software, B2B, B2C, Baker Hill and Fortis
- Experience in other Project Management methodologies
- Experience in process design and implementation
- Experience with development, documentation and implementation of global processes to ensure compliance and standardization
- SAP ERP, CRM, BI System experience
- Provide excellent customer service to current and potential advertisers
6
Skills For Strategic Relationship Specialist Resume
- Skilled in managing time wisely, leaving ample time in each day for high gain activities
- Intermediate training and or experience in sales
- Account Management, Customer Service or Sales experience
- Skill in program design and development
- Client service experience
7
Skills For IT Business Relationship Specialist Resume
- Intermediate Commercial Credit experience
- Proven track record in a business, account management, sales or customer service environment
- Strong ability to multi-task and be focused, detail-oriented, self-motivated
- Establish and maintain strong client relationships and proactively manage accounts to provide exceptional customer service
- Working understanding of financial budgeting, forecasting and analysis
- Setting, communicating and measuring program goals, including program expansion
- Collaborating to solve customer requests and proactively offering ideas and insights to improve customer issues and challenges
8
Skills For Collections Relationship Specialist Resume
- Following up on issues and ensuring complete satisfaction and maximum utilization of the product or services sold to customers
- Participating in the planning, successful execution and follow up for a diverse range of projects and other business support as required
- Developing program/placement strategies and executing against such strategies
- Ensuring adherence to Encore’s Code of Conduct and Standard Operating Procedures
- Analyzing business drivers at both the partner and program level to manage and improve performance
9
Skills For Lending / Relationship Specialist Resume
- Developing actionable plans and drive them to resolution
- Creating performance incentive programs to drive collection results
- Driving program/partner communications both internally and externally
- Working knowledge of Microsoft Office (Excel, Word, Power Point, Access, and Outlook) required
- Assist with advertising trafficking, billing, accounting, presentations and media kits
- Liaison to sales executives, graphic artists and customers using direct and 3rd party ad serving technologies for ROP and Digital advertising campaigns
10
Skills For Customer Relationship Specialist Hillsboro Resume
- Lead by example in communicating, participating and encouraging support of the institution’s sustainability programs
- Adjust for a wide array of audiences ranging from Senior IT Leadership to the operating VP’s and their staffs
- Gather additional credit data, using a variety of investigation methods including business verification; bank and trade references. (where applicable)
- Collaborates with Director with developing the marketing strategies
- Maintain current client contact information, including processing instructions
- Typeset the order on the computer making sure to accurately enter the information in the correct point size, font style, format, and wording
List of Typical Responsibilities For a Relationship Specialist Resume
1
Responsibilities For Customer Relationship Specialist Resume
- Works with business stakeholders to prioritize functional requirements, projects and enhancements, enabling business to realize greater return of Investment
- Willing to work flexible hours to align with APAC time zones
- Communicate LinkedIn Marketing and Customer Training events to customers
- Proactively respond by notifying customers of problems with their order
- Work closely with Contract Specialist before upcoming renewals date
2
Responsibilities For Senior Relationship Specialist Resume
- Route leads regarding potential add-on or upsell opportunity to Contract Specialist
- Facilitate introduction between LSS Support and customer for technical troubleshooting and other support requests
- The ability to understand and document business requirements for new services or changes to existing services and the outcomes they wish to achieve
- Possess an understanding of Sales and Customer service processes
- Knowledge of with Banking and Financial industry
- General knowledge of retirement plans, tax reporting and industry standard mutual fund operational policies
- Knowledge of the principles and practices pertaining to the assigned department
- Knowledge of strategic planning principles and practices
3
Responsibilities For Account Relationship Specialist Resume
- Sound judgement, professionalism and discretion due to level and confidential nature of information
- Assertive self-starter with the ability to manage multiple tasks under strict time constraints
- Consult with business unit and review IT usage, services, technology, and department specific projects in order to identify, forecast and develop IT needs
- Serve as liaison with the Information Technology (IT) department and management in the Asset to identify, forecast and address IT needs
- Key point of contact for customer. Build constructive relationships with customer contacts and apply knowledge of customer’s business (organization structure, value chain, strategic plans, etc.) to partner with RRD stakeholder to assess and develop processes to deliver on service quality and solutions development for the customer
- Manages Genentech’s carriers to ensure shipments are delivered on-time and escalates any concerns/issues to Transportation as needed
4
Responsibilities For Business Relationship Specialist Resume
- Processes returns and invoice adjustments for various customer segments in addition to creating and issuing RA’s (Return Authorizations) and fulfilling damaged replacement order requests
- Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff
- Schedule appointments with advisors for simple/routine customer requests
- Communicate in a friendly and persuasive manner
- Professional demeanor to represent the company through a virtual environment
- Go beyond the guest’s initial question or concern and promote credit/retail related information and products. Retain customer accounts when cancellation calls occur
- Customer order & service management
5
Responsibilities For Financial Relationship Specialist Resume
- Answer customer inquiries that require an agent's license on coverage’s, limits and deductibles and review customer policies, discuss options and update customer policy records
- Input loan renewal requests in loan summaries, Baker Hill Advisor, and the B2B/B2C platforms
- Prepare requests for Credit Analysis and forward packages to Loan Administration
- Assist with preparation of Loan Summary
- Monitors Borrower Base Reports as required in approvals
- Opens deposit accounts for members
6
Responsibilities For Strategic Relationship Specialist Resume
- Coordinate collection of applicable Business Tax Returns, Business Financial Statements, personal financial statements, personal tax returns and credit reports
- Compile approval package for submission to approving / reviewing entity (i.e. Regional President, Executive Committee, Peer Review, Small Business Program, etc.)
- Plan, organize and direct sales activities for BHSTI and the THPG Sports Medicine Physician’s to extend and increase use of consumer oriented services
- Produce and maintain a complete database of assigned accounts and viable prospects within the assigned territory
- Makes presentations to schools, physicians, coaches and closes sales
- Providing partner intelligence to the appropriate business units/internal resources and initiating and managing discussions of implications and potential opportunities
- Cultivating and leveraging relationship with influential decision-makers at partner firms to drive business goals and act as their trusted advisor and advocate within Encore
7
Responsibilities For IT Business Relationship Specialist Resume
- Knowledgeable of Bank products, policies and regulations and responsible for opening and completing the appropriate processes on new accounts for commercial banking customers
- Gather data from multiple sources, designing and generating management information and reports of various types related to departmental activities and to the Bank overall. Prepare and or assist in preparation of commercial banking sales proposals
- Manage sales tracking system. Assist with data input and report generation. Work with lenders to ensure accuracy and timely receipt of information
- Provides guidance to operations employees, key service providers, vendors and other service organization employees regarding successful operational relationship management, problem resolution and service excellence
- Oversight of service providers based on operational guidelines and procedures. Provide timely and appropriate feedback to management team regarding potential servicing issues
- Support asset allocation and institutional trading partners by providing timely communication and problem resolution
- Propose operational processing improvements based on analysis of business trends from the team and feedback from sales and distributors. Understand the operational needs of key distributors and represent their views in business unit discussions
8
Responsibilities For Collections Relationship Specialist Resume
- Research, review and process various requests from asset allocation and institutional trading partners, and other institutional sources as requested. Assist in the implementation of all Transamerica fund-related initiatives
- Strong customer service or relationship building experience (typically 2-4 years experience)
- Expand and build strong, long-term relationships with primary contacts, key stakeholders and Senior Managers within each assigned customer
- Proactive, professional, customer focused management of client fuel tax filing and reports
- Identify and communicate potential upsell opportunities
9
Responsibilities For Lending / Relationship Specialist Resume
- Primary point of contact for all matters specific to assigned customers
- Oversee all daily activities for assigned customers
- Identify and nurture growth opportunities within each assigned customer and communicate those opportunities to a manager
- Identify the customer’s objectives and challenges with respect to savings, average rate, business rules and controls, hotel coverage, process efficiency and convenience, and visibility to data (reporting)
- Anticipate, develop, and propose creative solutions to satisfy the objectives and challenges of assigned customers
10
Responsibilities For Customer Relationship Specialist Hillsboro Resume
- Identify and resolve situations within assigned customers that could lead to attrition or inhibit growth
- Assist with and participate in customer account reviews
- Conduct detailed customer surveys to uncover needs or issues
- Aggressively negotiate customer specific hotel Agreements when needed to maximize savings
- Identify and secure tax exemptions where applicable
- Provide constructive feedback to CLC Management about customer issues and concerns
- Complete assigned monthly goals
- Proactive mindset, ability to think strategically, identify and capitalize on opportunities
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