Senior Relationship Resume Sample

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Alexane Romaguera
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Work Experience


Audi Senior Relationship Marketing Specialist
03/2016 - PRESENT
Boston, MA
  • Excellent knowledge on the use of MS Project, including the ability to develop and maintain a MS Project Schedule, and multiple files consolidation and reporting.
  • Project Management Professional (PMP) designation or equivalent is an asset
  • CA PPM (formerly known as CA Clarity™ Project & Portfolio Management) training is an asset
  • Work independently with minimal supervision, while being a good team player capable of responding quickly to fundraisers’ needs and requests in a fast-paced and highly interactive environment
  • Adheres to Bank’s security and audit procedures as well as industry rules and regulations.Exercises absolute integrity in all dealings with internal and external customers
  • Making available all the resources required for the administrative and financial processing of market and credit operations initiated by the various Business Lines
  • Performing level one auditing in accordance with regulatory requirements, and setting up all the facilities required for secure processing of transactions,
  • Managing operational risks
  • Participating in drawing up economic and accounting results for SG Coverage and Investment Banking & International Private Banking operations
DD Relationship Senior Analyst
01/2010 - 10/2015
Dallas, TX
  • Serve as the primary point of contact for important, high revenue generating T&E co-brand partnerships; Be accountable for all co-brand and non-co-brand related activities and contractual commitments
  • Develop and implement a comprehensive business plan for Visa's activities with assigned co-brand accounts, in conjunction with all key external and internal stakeholders
  • Represent client's interest and needs internally within Visa which requires a thorough understanding of the client's objectives, strategies/key initiatives, underlying business philosophy, financial model, and key players; as well as Visa's interaction model and approach for winning more business
  • Be accountable for financial reporting, budget/contractual commitment tracking and performance metric reporting, utilizing Visa Salesforce reporting tool where appropriate
  • Responsible for updating Visa leadership on all account activities and performance through regular reporting and communications, including briefing documents etc
  • Deepen engagement with assigned co-brand partnerships through the cross-selling of non-co-brand Visa products and services where appropriate
  • Collaborate with key internal Visa partners - including Finance, Legal, Product, Marketing, Financial Institution Sales and Merchant Sales on all applicable initiatives
  • Lead the co-brand renewal process for all assigned accounts
  • Building trusted relationships through engagement, effective communication and actions
Senior Relationship On-boarding Officer
12/2004 - 07/2009
Los Angeles, CA
  • Manage clients from a strategic perspective, demonstrating proactivity, ensuring that the Company’s stated levels of service are met and maintained
  • Work with and provide support to the Account Management staff as necessary, and maintain close ongoing liaison with clients and advisers on more complex matters (including regular meetings)
  • Communicate well, both internally and externally – ensure response times to clients are appropriate and internal CRM system is updated on a timely manner
  • Be an advocate of Northern Trust, ensuring that clients, advisors and prospects know about our business developments, themes we are seeing and solutions we can provide
  • Monitor and distribute all incoming correspondence, and ensure that timely and appropriate action is taken
  • Review and authorise (where appropriate) transactions and documentation
  • Undertake annual client review of your client relationship and use this also as an opportunity to ensure your family structure and assets are correct and accurate

Education


Franciscan University of Steubenville
1999 - 2004
Bachelor's Degree in Finance

Professional Skills


  • Excellent written and oral communication skills, diplomacy skills with diverse groups of people including customers, employees, colleagues and executives
  • Demonstrate a strong passion for client service, exhibiting positive energy and problem solving skills to connect with our clients through all channels
  • Mastering required skill sets of previous levels, using solid negotiating and active listening skills that drive for results
  • Excellent logical reasoning, problem solving and research skills
  • Actively demonstrating outstanding client service skills and having the ability to differentiate service offerings as applicable and appropriate
  • Experience leading employee groups required, 5+ years customer facing service experience required
  • Call center experience, guest service and credit experience

How to write Senior Relationship Resume

Senior Relationship role is responsible for securities, research, credit, finance, training, auditing, purchasing, analysis, reporting, design.
To write great resume for senior relationship job, your resume must include:

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

Contact Information For Senior Relationship Resume

The section contact information is important in your senior relationship 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 Senior Relationship Resume

The section work experience is an essential part of your senior relationship 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 senior relationship responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior relationship position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Senior Relationship resume experience can include:

  • Proactively raise any client concerns or challenges and using Northern Trust’s global network of experts, assist the client in finding a good and workable solution
  • Acting as the escalation point for issues involving client experience and satisfaction and providing timely and comprehensive solutions
  • Participating in initiatives to improve client experience and assisting to improve overall FA/PB usage
  • Develop strong partnerships with finance and purchasing in order to actively manage RFP’s, purchase orders, budgets planning and budget management
  • Proactively managing loan escalations as needed to ensure a timely resolution while providing an enhanced client experience
  • Experience leading a large employee base through change of systems/processes/procedures

Education on a Senior Relationship Resume

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

When listing skills on your senior relationship 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 senior relationship skills:

  • Effectively dealing with difficult guests, while consistently demonstrating a positive attitude, relating well to others and acknowledging others accomplishments
  • Proven analytical skills with an ability to comprehend complex legal and tax issues
  • Communicates effectively by conveying verbal & written information clearly and concisely
  • Proven analytical ability, with experience of credit and relationship management within Business Banking Sector
  • Technologically “aware” to be conversant with clients and visualize opportunities. Technology knowledge is important, but a deep skillset is not necessary
  • Leadership and management skills to be the cultural flag-bearer with the ability to inspire people

List of Typical Experience For a Senior Relationship Resume

1

Experience For Audi Senior Relationship Marketing Specialist Resume

  • Help the front office bring in new business swiftly and accurately, finding custom solutions to clients’needs
  • Developed client orientated solutions
  • Managed multiple internal & external stakeholders through client related projects
  • Lead and improve on the goal of an ‘inspired culture’ of product and customer advocates with heavy focus on employee engagement and accountability
  • Able to determine root causes of issues and motivate a solution via direct, indirect and cross-functional team members
  • Experience as a relationship manager in fiduciary administration, estate administration, as an estate planning attorney, or in related fields
  • Committed to gaining relevant knowledge, skills and experience in commercial markets; utilizes market expertise and savvy to leverage this role; stays passionate about the business and maintains current knowledge about competitor products and services; has broad securities industry knowledge and an understanding of where BlackRock’s’ products and services fit within the industry

List of Typical Skills For a Senior Relationship Resume

1

Skills For Audi Senior Relationship Marketing Specialist Resume

  • Operational experience in legal or financial services including; brokerage, banking, legal/paralegal, or research
  • Demonstrates a ‘one team’ / ‘one firm’ mindset
  • Demonstrated passion for service and the financial markets
  • Assisting in the design and development of fulfillment operations, documenting procedures, testing, training and recruitment efforts
  • Working as part of a team assigned to a Complex /Branch level coverage to structure, originating and fulfilling residential mortgage loans
  • Providing comprehensive reviews and recommendations regarding credit risk of ultra-high net worth clients (complex income, asset and vesting scenarios)
  • Understanding of probate and estate processing
  • Driving initiatives for client driven product development requirements; working closely with the various product teams
2

Skills For DD Relationship Senior Analyst Resume

  • Acting as the main point of contact for clients, Financial Advisors, and Private Bankers throughout the mortgage lending process
  • Managing loan pipelines of Non-Conforming loans for ultra-high net worth clients
  • Ensuring alignment with all parties to the transaction and ensure transaction is moving through the various originations process efficiently and with quality
  • Demonstrating the ability to multi task while balancing a pipeline and client escalations
  • Identifying operational inefficiencies that arise as part of the team dynamic and suggesting process improvements
  • Actively participating and on occasions leading project’s covering client fund launches, mergers and closures
3

Skills For Senior Reference Relationship Manager Resume

  • Assist with the drafting of recommendations outlining potential investment opportunities
  • Solves problems by using common sense and ability to go beyond the guest’s initial question or concern and promote credit/retail information and products
  • Use various computer systems to answer questions, identify/solve problems in a fast-paced, rapidly changing, team environment with strong attention to detail
  • Act as Relationship Manager by offering value-added advice and guidance to customers and placing their needs at the forefront of all that we do, setting world class standards
  • Grow sustainable revenues from existing relationships and through targeted acquisition of quality new customers
  • Structure credit facilities to ensure optimum balance between customer and HSBC interests within the bounds of prudent banking
  • Proactively develop effective strategies to manage relationships, both existing and new, by anticipating customer needs and providing superior quality services resulting in increased wallet share
  • Experience of and accountability for increasing revenue through effective client relationships
4

Skills For Senior Relationship On-boarding Officer Resume

  • Strong relational competency with the ability to develop deep, enduring relationships with internal stakeholders as well as with customers and partners
  • Demonstrate the ability to mentor and train team members to assist in attaining individual, team, and department objectives
  • Outstanding written and verbal communication capability
  • Developing procedures and measures to ensure successful resolution of each critical issue to the customer’s satisfaction
  • Increase profitability, relationship depth while minimizing risk
  • Align to MTO and Area Operating Targets defined by the Group (Revenue , RWA, RoRWA)
  • Review third party due diligence reports (legal, accounting, industry strategic reviews, environmental, etc.)
  • Familiarity with the sales and marketing touch points and activities enacted by Dell Technologies
5

Skills For Relationship Fundraising Senior Analyst Resume

  • Team player and a Winning attitude
  • Able to empathize and respond sensitively to clients during life event conversations
  • Identify and manage risks; provide alternative solutions; escalate when appropriate, anticipating sensitive matters
  • Integrate new technologies for enhanced marketing for Audi’s after sales business at the national and dealer level
  • Actively ensuring compliance with all policies and regulations
6

Skills For Relationship Center Senior Manager Resume

  • Generate cross country referrals facilitated via Global Links and local or overseas IBC, whichever appropriate
  • Work with product partners (such as PCM, Trade, Insurance) to assess needs of international and domestic customers and offer appropriate solutions
  • Generate quality assets through the use of appropriate risk management tools, price appropriately for risk and ensure superior returns within risk appetite
  • Willingness to travel up to 20% for domestic travel to agency partners and field meetings
  • Broad knowledge of HSBC’s Group capabilities and CMB’s proposition and product capabilities
  • Good understanding of the local and international ‘Commercial’ environment, with a passion for understanding a broad range of industries and businesses and a determination to keep this knowledge updated
  • Participate in team investment recommendations to the Public Market Investments department and the Investment Department Decision Committee and Board, as required
  • Professional sales and or marketing
  • Support the negotiation and execution of agreements and other transaction-related legal documentation
7

Skills For Senior Relationship Technology Manager Resume

  • Create and facilitate connections across different stakeholders; internal connections as well as between Dell Technologies personnel and customers
  • Possess the vision to identify and rationalize touch points across the value chain as well as collaboratively iterate new opportunities to drive value for strategic customers
  • Executive presence and ability to work at all levels within Dell Technologies
  • Familiar with the latest security controls offered by the Bank’s applications and be able to clearly communicate to the customer using the Bank’s online banking systems
  • Initiative and leadership potential
  • Uncovers and meets the need of external clients; builds strong working partnerships with clients and internal organization; acts with urgency and works hard to address client demands; effectively manages clients’ expectations and delivers value-added service
  • Provide ‘big picture’ view on the state of the portfolio
8

Skills For Marketing Customer Relationship Marketing Senior Officer Resume

  • Active Series 7 & 63 license ( or a condition of employement to obtain within 6 months for highly qualified candidates)
  • Work in fast-paced environment with an ability to multi-task
  • Handling escalated guest calls to actively address and resolve guest issues and concerns. Ability to go beyond the guest’s initial question or concern and promote credit/retail related information and products. Capturing guest verbatim comments when appropriate
  • Demonstratean ability to take on complex estate cases and escalated client issues and provide solutions
  • Knowledge of the HSBC’s Business Banking products and services
  • Seek out and support new business opportunities
9

Skills For Senior Specialist Rgs-bilingual Guest Relationship Rep Resume

  • Review and consider client profitability and identify/address where fee levels are inappropriate
  • Ensure relationship documentation is up-to-date and recommend fees for special service related projects
  • Authorize activity for assigned relationships in accordance with contractual and policy guidelines
  • Respond to any potential issues with relationship activities
  • Engage in discussions with senior leaders from both Market Development/Parent/SITT and ITS to understand the business needs and technology strategy. Includes defining the opportunity and building the business case
  • Drive collaboration across ITS, in order to ensure the right things are prioritized and delivered
10

Skills For Senior Fiduciary Relationship Manager, GFO Resume

  • Partner with the Technology Leader, business stakeholders and other ITS leaders to align our technology approach with the business needs
  • Serve as a trusted advisor to Technology Leaders and Channel Leaders to guide key decisions and overcome challenges as they impact to the Market Development/Parent/SITT business
  • Developing an understanding of each client’s strategic goals and identifying ways in which Northern Trust can financially optimise both new and existing relationships
  • A proven track record in the industry, with a preference for at least 8-10 years’ experience working in all aspects of the funds / securities business with a broad range of products, FX, Performance, Securities Lending and any other relevant products
  • Proven ability to analyze data, derive conclusions from data, build strategic and tactical plans to resolve core problems
  • Established commercial relationships with Executive level Client Stakeholders

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