Relationship Support Manager Resume Sample

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Work Experience


Relationship Support Manager
11/2015 - PRESENT
Boston, MA
  • Work collaboratively with the wider team
  • Focus on the end user at all times: HSBC customers (internal or external)
  • Own and resolve issues with all stakeholders or customers and escalate where appropriate
  • Deal effectively and efficiently with external Suppliers, as required
  • Fully understand the media policy and how this applies to the role
  • Provide excellent customer service at all time
  • Focus on the end user at all times: HSBC customer, internal or external
  • Enhance the Bank’s image in the marketplace to build key relationships with third parties as required
Associate Corporate Relationship Support Manager
05/2011 - 05/2015
Los Angeles, CA
  • Applies acquired knowledge to provide advice and assistance
  • Liaise and work with other Corporate/CMB teams to develop the best possible experience and outcomes for both the customers, employees and the Bank
  • Effective dialogue with all stakeholders across CMB and the Group
  • Plays a direct role in identifying and meeting existing and prospective customer needs, delivering value to the customer and ensuring that we treat customers fairly in all that we do
  • Support the Relationship Manager (RM) in the optimization of their contribution towards the Commercial Banking Annual Operating Plan, build sustainable customer relationships to improve engagement and triage product sales opportunities, and coordinate product fulfilment
  • Attend customer meetings as necessary with the RM to prepare all relevant pre and post customer documentation, collation / analysis of financial / non-financial information and coordination of products / solutions which suit customer needs, to draft the New To Bank credit application / renewal papers
  • Undertake the appropriate analysis and preparation of proposals, presentations and pitches to prospective customers including facility definition and preparation of deal structuring, term sheet, security, covenants and pricing facilities
  • As an integral part of the RM team, drive the delivery of income and growth targets
Corporate Relationship Support Manager
02/2005 - 02/2011
Boston, MA
  • Be responsible for dealing with all aspects of customers’ renewal applications and working on ad hoc projects such as concern lists, sector analysis, customer portfolios, etc
  • Build strong relationships with Global colleagues to ensure a joined up approach in identifying cross border opportunities and interconnected products for our customers
  • Assist in the coordination of Product Partners and other Group entities to develop solutions which meet the needs of the customer, monitoring SLAs and managing customer expectations
  • Ensure the application of Group policy and adherence to regulatory, financial, and legal standards to minimize business and reputational risks
  • Identify, monitor and appropriately escalate all aspects of risk
  • Establish strong relationships with key individuals in clients’ management teams
  • Establish rapport with members of clients’ management teams
  • The role is to proactively support Corporate Relationship Managers (RM) to enable them to deliver the optimum contribution towards the CBC Annual Operating Plan (AOP), improve client engagement, maximise operational efficiency and allow the RMs to spend more time with clients and grow income
  • Act as a point of contact for clients and internal HSBC colleagues, and effectively manage day-to-day requirements of the portfolio, in the absence of the Relationship Manager

Education


Everest University - Pompano Beach Campus
2001 - 2005
Bachelor's Degree in Business Administration

Professional Skills


  • Maintaining excellent communication with Group colleagues to ensure a joined up approach to identifying, analysing and resolving issues
  • Strong Mandarin proficiency in both withing and speaking
  • Experience of working in a regulated (banking & financial services) environment
  • Ensure customer complaints are handled effectively and within Barclays policy and complaint handling targets
  • Experience working with FIG clients
  • Conducting due diligence and client checks, providing expertise to the front line teams and coordinating and driving forward the Legal and Product requirements
  • Answering queries and through regular contact and meetings making sure client requests are processed as smoothly as possible

How to write Relationship Support Manager Resume

Relationship Support Manager role is responsible for customer, digital, research, telephony, security, credit, finance, accountability, english, development.
To write great resume for relationship support manager job, your resume must include:

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

Contact Information For Relationship Support Manager Resume

The section contact information is important in your relationship support manager 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 Support Manager Resume

The section work experience is an essential part of your relationship support manager 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 support manager 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 support manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Relationship Support Manager resume experience can include:

  • Understanding and interpreting the diverse needs of our customers, working with various business partners to provide tailored solutions, which help our clients’ grow in the right way
  • Strong customer service, communication, organisational and multi-tasking skills from experience in a similar role
  • Customer service, communication, organisational and multi-tasking skills from experience in a similar role
  • Taking personal accountability for your own development, using development tools and actively sharing your skills and knowledge with your colleagues
  • Strong experience in a control and rigour environment, including risk management
  • Strong experience managing internal stakeholders

Education on a Relationship Support Manager Resume

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

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

  • Commercial Effectiveness: Including Client /Customer Focus and Commerciality
  • Relevant work experience (desired)
  • The Bank’s service standards (including Service Initiative, National Complaints Initiative, Code of Business and Personal Banking)
  • Control Environment: Including Risk Management
  • Support RD with preparation for customer meetings and follow up on any post meeting feedback or action points
  • Support Relationship Director with credit applications and provide significant ongoing credit/Risk support as required.

List of Typical Experience For a Relationship Support Manager Resume

1

Experience For Associate Corporate Relationship Support Manager Resume

  • Ensuring compliance with mandatory risk policies and procedures relating to governance, regulatory compliance (including financial crime), operational and legal risk
  • An ability to demonstrate excellent customer service. Experience in managing internal stakeholders and strong interpersonal and multi-tasking skills
  • A key interest in corporate finance and motivation to progress into relationship management
  • Support colleagues who relationship manage a portfolio of client to develop and maintain relationships proactively
  • Ensure a robust contact strategy is in place to improve or grow client satisfaction. Accurately handle, record and prevent customer complaints in line with our regulatory requirements
  • Have an active involvement in the annual review process. Provide additional client contact to embed usage of relevant solutions to make clients lives easier. Proactively role model digital adoption
  • Support colleagues with Acquisition activity by using advocacy, researching potential customers, preparing for meetings and maintaining contact with the RD’s shadow portfolio
2

Experience For Associate Relationship Support Manager Resume

  • Ensure that new/existing clients and products are set up on relevant systems. Work with Know Your Client team to obtain all documentation. Adopt any new processes in line with Barclays strategy
  • Previous experience in a control and rigour environment, including risk management
  • Proven knowledge of the credit application process and credit risk policies and procedures
  • Ensure effective and continuous dialogue within the CBC team(s)
  • Support change initiatives and embed within own team
  • Adhere to and actively support established policies and procedures in own area or team
  • Ensure the consistent application of Group policy and adherence to regulatory, financial, and legal standards to minimize business and reputational risks
3

Experience For Corporate Relationship Support Manager Resume

  • Ensuring a robust contact strategy is in place to improve or grow client satisfaction. Accurately handling, recording and preventing customer complaints in line with our regulatory requirements
  • Being involved in the annual review process and providing additional client contact to embed usage of relevant solutions whilst proactively role modelling digital adoption
  • Supporting colleagues with Acquisition activity by using advocacy, researching potential customers, preparing for meetings and maintaining contact with the RD’s shadow portfolio
  • Adopting any new processes and ensuring compliance with mandatory Risk policies and procedures relating to governance, regulatory compliance, operational and legal risk
  • Action customer queries including statement requests, account transfers, payments (by exception only), SO/DD set-up & amendments and audit letter receipt and instruction
  • To be completed by hiring managers taking into consideration particulars of the job being recruited for
  • Corporate Banking environment
4

Experience For Regulatory Relationship Support Manager Resume

  • Act as a vital contact of the Bank for the client
  • Strive to complete work to meet agreed deadlines
  • Understand and adhere to established policies and procedures in team
  • Ensure the application of Group policy and adherence to regulatory, financial, and legal standards to minimise business and reputational risks
  • Manages VAPM queries
  • Orientation to learn
  • The Group has a strategic objective to be the ‘Leading International Business’ which builds on our global network, recognises the increasing globalisation of the world’s economy and the increased value of international customers. Our group capabilities, coupled with our understanding of local markets and cultures worldwide, help us deliver innovative solutions to our clients

List of Typical Skills For a Relationship Support Manager Resume

1

Skills For Associate Corporate Relationship Support Manager Resume

  • A good understanding of business banking products and services
  • Experience managing internal stakeholders
  • Ensuring that new/existing clients and products are set up on relevant systems whilst working with the Know Your Client team to obtain all documentation
  • Supporting other colleagues with credit applications & providing support as required for credit
  • Delighting customers and maximising overall satisfaction & advocacy
  • Taking accountability for your own development, including on-the-job work and study for Institute of Financial Services (IFS) qualification
  • Supporting more junior colleagues with credit applications & providing support as required for credit
2

Skills For Associate Relationship Support Manager Resume

  • Ensuring compliance with mandatory risk policies and procedures relating to governance
  • Supporting assigned Relationship Directors (RDs) with relationship management, business development, product knowledge, sales research and client acquisition
  • Performing required controls to help manage/ minimise risk within the business
  • Promoting the use of e-channels & telephony to make life easier for customers
  • Being an active member of Barclays Corporate Asset Finance at a local, regional and national level
  • Supporting colleagues who manage a portfolio of clients to develop and maintain relationships proactively
3

Skills For Corporate Relationship Support Manager Resume

  • Supporting colleagues who relationship manage a portfolio of clients to develop and maintain relationships proactively
  • Utilise the Sales Process Guide in preparing for existing and conquest customer meetings
  • An understanding of business banking products and services
  • Track record of delivering results through building relationships
  • Actively being involved in the annual review process, providing additional client contact to embed usage of relevant solutions to make our clients lives easier
  • A sound understanding of corporate banking products and services
  • Identify and improve existing methods of working
  • Play a key role in ensuring all customer information is accurate and kept up to date i.e. milestones in Sales Play Book
4

Skills For Regulatory Relationship Support Manager Resume

  • Work with KYC team to obtain all relevant KYC documentation (including; new accounts, KYB reviews and mandate execution)
  • Exposure to working closely with cross-border teams
  • Comprehensive understanding of the impact of economic environment on customer’s needs and business
  • Closely working with one or more Relationship Directors to manage a portfolio of clients
  • Closely working with one or more Relationship Directors to manage a portfolio of complex clients
  • Assume responsibility for the delivery of efficient, accurate and timely processing of clients requests and transactions
5

Skills For Relationship Support Manager Non-bank Financial Institutions Resume

  • Develop and maintain relationships with key customer contacts
  • Maintain quality client plans for whole portfolio
  • Act as principal point of contact in Relationship Director’s absence
  • Co-ordinate introductions to and from other areas of the Barclays Group where appropriate and monitor outcome
  • Develop and maintain contacts with specialists in other areas of the Group and support the Relationship Director in joint meetings
  • Develop and maintain links with local business community and support Relationship Director in same activity, e.g. KBIs
6

Skills For ISB Associate Corporate Relationship Support Manager Resume

  • Proactively contribute to delivering a best in class customer service to our customers and monitor level of customer service and satisfaction based on Customer Service standards
  • Play a key role in ensuring all customer information is accurate and kept up to date
  • Monitor sales leads and ensure all opportunities remain accurately reported. Ensure pipeline always reflects current position
  • Undertake service reviews and make recommendations to Relationship Director for areas of improvement
  • Ensure a robust customer contact strategy is in place and is reviewed regularly with the Relationship Director
7

Skills For International Subsidiary Banking Relationship Support Manager Resume

  • Proactively identify opportunities to cross sell and provide solutions to customers needs. Track and drive these opportunities through to ensure sales opportunities completed
  • Support Relationship Director with credit applications and provide significant ongoing credit/Risk support as required
  • Support Risk with managing the evaluation and execution of transactions (where applicable)
  • Support Relationship Director in preparation for annual reviews, ensuring completion of associated documentation
  • Ownership of ensuring correct fees and margins are charged
  • Hold regular meeting with RD to review sales and service activity
  • Arrange and undertake product presentations where appropriate, e.g. Barclays.Net
  • Preparation and implementation of strategic campaigns
  • Support Relationship Director in management of customer accounts e.g. refer list management, proactively managing customer excesses and chasing for management information
8

Skills For Direct Relationship Support Manager Resume

  • Attend customer meetings with or without Relationship Director and attend customer events (where applicable)
  • Support Relationship Director with Conquest activity by asking for referrals, researching potential customers, preparing for meetings and maintaining contact with shadow portfolio
  • Complete Enhanced Due Dilligence reports on High Risk clients
  • A key part of the CBC team, the Associate Corporate Relationship Support Manager allows the S/CBMs to spend more time with customers
  • Arrange and undertake product presentations where appropriate, e.g. Businessmaster II
  • Support Relationship Director in preparation for annual reviews, ensuring completion of associated documentation (such as KDIC , Account Strategy plan and Wallet Share template)
  • Ensure that new customers and products are set up on relevant systems
  • Ensures that data integrity and Professional Standards requirements are maintained and issues are actioned
  • Ensure compliance with mandatory Risk policies and procedures relating to governance, regulatory compliance (including Financial Crime), operational and legal risk
9

Skills For Relationship Support Manager Resume

  • Involvement in projects that impact on business change as required
  • Handle client issues and any problems arising which can cause client dissatisfaction and takes quick action to address them. Ensure client complaints are handled effectively and within Barclays’ policy and complaint handling targets
  • Assist RDs with product knowledge, sales research, relationship development and research into solutions to meet customers’ needs using market and industry information
  • Speak and write Cantonese or Mandarin an asset
  • Apprection of a client focussed environment
  • Local market knowledge and key players
  • Developed Business awareness-to include impact of general economic change on a Corporates business
  • Relationship / partnership approach
  • Quality / high standards & controls
10

Skills For Associate Corporate Relationship Support Manager Resume

  • Supporting assigned Relationship Directors with fulfilment of client on-boarding, business and credit approvals and client planning in partnership with business partners
  • Going above and beyond, by identifying our customers’ needs and offering solutions that are right for them
  • The ability to analyse customers’ journeys and business events to provide authoritative advice and support
  • Proactively identifying opportunities to cross sell and provide solutions to customer’s needs. Tracking and driving these opportunities forward, to ensure all sales opportunities are complete
  • Ensuring a robust contact strategy is in place to improve or grow client satisfaction. Accurately handle, record and prevent customer complaints in line with our regulatory requirements
  • Supporting colleagues with acquisition activity by using advocacy, researching potential customers, preparing for meetings and maintaining contact with the Relationship Director’s shadow portfolio
  • Ensuring that new/existing clients and products are set up on relevant systems. Working with Know Your Client team to obtain all documentation, adopting any new processes in line with Barclays strategy

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