Business Banking Relationship Manager Resume Samples
Just as the name suggests, a Business Banking Relationship Manager fosters a healthy relationship with the bank’s customers on behalf of the bank. A well-drafted Business Banking Relationship Manager Resume indicates the following core duties and responsibilities – meeting the sales goals; setting new credit lines; analyzing client’s financial statuses; networking with clients, informing clients about new products and services of the bank; undertaking various banking services on behalf of the client; suggesting deposits and saving schemes to customers, and guiding customers on how to use a new service offered by the bank.
Those interested in this role must be able to denote on the resume the following skills and abilities – strong researching skills; financial product knowledge, negotiation and networking skills, professional appearance and mannerism; and knowledge of all banking policies and procedures. Employers pick candidates having a degree in finance or banking.
Summary : Eager for challenges in a dynamic business environment, and to utilize my background. Strong communication & leadership skills. Results-oriented, detailed, organized, initiative, innovative, focused, hard-working, reliable, ambitious, and consistent. Offering fixed price, variable pricing and provide the cost of doing the contract. Effectively partnering with other Bankers and lines of business to deliver the full complement of Wells products and services. Directing, Developing and performing multi-functional operations that include planning, coordinating and coordinating actions required.
Skills : Microsoft Office, PowerPoint, Excel, Lotus Notes, Credit Quest, Jack Henry Banking, Pacer.
Description :
Effectively acquired, managed and grown profitable account relationships with an extensive percentage of moderately complex and medium sized business customers that have annual gross sales of generally more than $2Million and less than $20Million.
Ensured the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers.
Proactively partnered with existing customers in order to fully understand their businesses, goals, strategies and challenges.
Accurately assessed customer financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the customer succeed financially.
Performed effective financial analysis and underwriting in the areas of credit, cash flow and collateral.
Specialized in offering contract pricing/cost to borrowers that are requesting services from our Bank by showing them how we obtain our prices and we also modify some of the pricing depending on the contract.
Worked on Complex contracts to provide competitive pricing and lower cost.
Experience
10+ Years
Level
Senior
Education
Masters Of Business Administration
Business Banking Relationship Manager Resume
Summary : To develop a career as a financial industry professional, utilizing interpersonal and leadership skills, financial and technical expertise, and sales experience to promote economic and social development within the community. Develop new banking relationships with business prospects. Servicing existing business banking client base. Achieving established goals as outlined by manager.
Responsible for developing and maintaining a loan portfolio by generating client relationships, examining, evaluating and recommending approval of customer applications for lines of credit, commercial loans and other bank services designed to meet the needs of small businesses.
Developed and maintained a personal business plan with annual loan, deposit & fee production goals by: Working to achieve individual credit acquisition, risk management, and profitability goals.
Called intensely on customers and prospects.
Participated in business and civic organizations designed to promote MAFCU while contributing to the community.
Established and constantly enhanced networking circles.
Maintained frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts Cross-selling profitable deposit, treasury management, investment, and other fee income generating products.
Maintained current and accurate pipeline.
Experience
7-10 Years
Level
Management
Education
Bachelors In Economics
Business Banking Relationship Manager Resume
Summary : To secure a Commercial Relationship Manager position with a well reputed Financial Institution. Working with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Networking with centers of influence to develop business including accountants, attorneys and other referral sources.
Successfully cultivated a positive working relationship with internal partners in retail banking, cash management, brokerage, & merchant services to successfully meet clients cross sale needs.
Continuous involvement in various business, social, and community events to cultivate, grasp & nurture new/existing relationships with goal to increase current wallets shares and achieve new business acquisitions.
Productively managed and cultivated a sales team of 29 personnel, in regards to sales & coaching.
Provided advanced client relationship support for PNC's Retail Business Bank team.
Proactively worked with Business Banker/Business Banking Sales Manager to perform prospecting/pre-call planning tasks such as mailings, new company research, existing customer research, and campaigns/blitzes.
Assisted Business Bankers with the entire loan process, with tasks including insurance certificates, title work, and payoffs from other institutions, lien releases, appraisal orders etc.
Used negotiating skills in order to enhance profitability as frequently as appropriate.
Experience
7-10 Years
Level
Management
Education
Certification In CRC
Business Banking Relationship Manager Resume
Summary : Business Banking Relationship Manager is evaluating credit information and requests and recommend appropriate loan structure to manage risk. Effectively negotiating with underwriters and clients to maximize revenue and minimize risk. Managing loan portfolio of $7.5MM to $20MM. Overseeing approximately 15 to 40 relationship managed clients. Actively participating in all business banking and retail sales sprints. Achieving call targets and other product sales goals such cash management, visa merchant, and others as assigned.
Skills : Excel, Word, Leadership Assistant.
Description :
Achieved 100% rating on audit and compliance in opening Business Accounts, consistently performing in the top 10% of all bankers in the Small Business Portfolio group.
Successfully mentored and trained newly hired Small Business Bankers in profiling for prospects, credit training and conducting effective sales calls.
Successfully built a referral network around the medical industry, consistently exceeding monthly loan goals set by Divisional VP.
Focused on profit management via revenue generation and expense control.
Devised and implemented strategic plans and projects that led to increased revenue profitable growth.
Achieved call targets and other product sales goals such cash management, merchant service.
Managed credit processes for all loans sourced by branch from $250k -1MM Strategic planning of new business development.
Experience
7-10 Years
Level
Management
Education
Certification In CRC
Business Banking Relationship Manager Resume
Headline : Exemplary sales, management, and relationship-oriented professional with 6 years of experience demonstrating results in positions of increasing responsibility. A highly motivated individual with an established track record of successful sales and proven ability to build and maintain relationships with key Centers of Influence. Participating in civic and cultural organizations and programs. Utilizing prescribed selling techniques to maximize sales opportunities.
Skills : Excel, Word, Business Management, Financial Management.
Description :
Identified and implemented business activities to acquire, retain and grow business services.
Responsible for 4 regional branches.
Hired, mentored and trained employees.
Identified low penetration groups and implemented ways to increase business membership.
Consistently met and exceeded sales goals in deposits, loans and referrals by 25%.
Retained and strengthened current relationships.
Developed new businesses through cross-sales and referrals.
Experience
5-7 Years
Level
Executive
Education
Masters In Banking And Finance
Business Banking Relationship Manager Resume
Objective : Results-oriented banking Business Banking Relationship Manager professional proficient in sales and branch management, loan management and general financial operations. Participating in outreach activities with assigned customers and target prospects with the objective to acquire new business. Serving as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention.
Skills : Planning, Outreach Assistant.
Description :
Assessed clients financial situations to develop strategic financial planning solutions and recommend products/services.
Evaluated current service needs through personalized meetings to ensure product satisfaction levels with established customers.
Quoted prices to clients/prospects for credit terms and treasury management products/services.
Uncovered and qualified prospects and sales opportunities in targeted markets.
Developed new business opportunities by effectively communicating product lines to businesses in set territory.
Worked closely with the regional sales team to prospect and qualify potential customers within assigned geographic territories.
Collaborated with other bank departments to penetrate new accounts, identify potential customers and coordinate product demonstrations.
Experience
2-5 Years
Level
Executive
Education
MS
Business Banking Relationship Manager Resume
Objective : Business Banking Relationship Manager is Coordinating with product partners to cross-sell a full range of products and services. Critically reviewing and analyzing portfolio to reduce risk and enhance profitability. Facilitating credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit risk.
Skills : Risk Assistant, Analyzing Skills.
Description :
Responsible for prospecting in the assigned region to bring in new business customers, and develop and work with Centers of Influence to expand the customer base.
Trained and assisted with calling program with the retail side of the bank to grow office revenues.
Ranked 3rd in the business banking group nationally.
Managed 250+ customers and a loan portfolio of $8MM.
Managed new business development, negotiating, structuring, approving, closing and monitoring all types of loans.
Secured proper financial data for analysis and prepared proposals for new business.
Grew portfolio $2M (25%) in the first year and maintained those relationships to present.
Experience
2-5 Years
Level
Executive
Education
BBA In Accounting
Business Banking Relationship Manager Resume
Summary : Eager for challenges in a dynamic business environment, and to utilize my background. Strong communication & leadership skills. Results-oriented, detailed, organized, initiative, innovative, focused, hard-working, reliable, ambitious, and consistent. Facilitating the resolution of customer problems and engage product experts as needed. Participating in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplace.
Skills : Vendor Management, Training & Development.
Description :
Established strong business relationships with customers and prospects through solid business development and portfolio management activities.
Developed and maintained a portfolio of high quality, complex corporate relationships.
Primary lending responsibilities include originating, delivering and managing all types of complex commercial loans.
Used Organizational, prospecting, financial analysis, team building, customer service, portfolio management, sales driven.
Successfully gained the confidence and built strong relationships with many of the smaller business accounts that felt undervalued by being accessible and listening to/addressing their needs.
Identified Consumer product opportunities among businesses and referred to others to effectively capture.
Served as the go to person for computer issues and financial/credit needs analysis.
Experience
7-10 Years
Level
Management
Education
Associates In Business
Business Banking Relationship Manager Resume
Objective : Results-oriented banking Business Banking Relationship Manager professional proficient in sales and branch management, loan management and general financial operations. Participating in outreach activities with assigned customers and target prospects with the objective to acquire new business. Serving as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retention.
Skills : Planning, Outreach Assistant.
Description :
Assessed clients financial situations to develop strategic financial planning solutions and recommend products/services.
Evaluated current service needs through personalized meetings to ensure product satisfaction levels with established customers.
Quoted prices to clients/prospects for credit terms and treasury management products/services.
Uncovered and qualified prospects and sales opportunities in targeted markets.
Developed new business opportunities by effectively communicating product lines to businesses in set territory.
Worked closely with the regional sales team to prospect and qualify potential customers within assigned geographic territories.
Collaborated with other bank departments to penetrate new accounts, identify potential customers and coordinate product demonstrations.
Experience
2-5 Years
Level
Executive
Education
MS
Business Banking Relationship Manager Resume
Objective : Business Banking Relationship Manager is Developing the skills to act as trusted advisor for Business Banking clients; identifying opportunities and recommend integrated solutions that encompass multiple products and services as needed; new client acquisition is a critical job responsibility. Developing in-depth understanding of clients corporation, organization and the related industry, its strategy and needs; be responsive to changes in the business environment or client needs.
Skills : Business Environment, Client Assistant.
Description :
Managed a commercial book of business comprised of 100+ clients, ensuring the satisfaction of our most-valued customers from to in revenue.
Prospected new high value businesses and worked to develop those relationships into mutually beneficial, profitable relationships.
Participated in formal sales training and commercial lending credit programs.
Spent many weeks training in Pittsburgh and Philadelphia as part of the ACCEL Leadership Development Program.
Continually referred to and develop strong relationships with other lines of business all across the company's footprint to support the growth of the financial institution.
Worked with 7 branches of Suntrust Bank and focused on the top 20 business clients In each banking center.
Responsible for retention and growth of existing business clients in local St Petersburg markets.
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