The job role of a Commercial Relationship Manager is to take responsibility for acquiring new commercial banking clients and as well expand the existing relationships. Some of the major roles and responsibilities associated with the role are listed on the Commercial Relationship Manager Resume as – maintaining a profitable and proactive business development and relationship management, understanding the financial needs of the clients, identifying key risk factors, preparing credit presentations, participating in the underwriting and credit approval process, and ensuring all loans are documented properly.
The most sought-after skills for the post include the following –in-depth knowledge of bank products and services, proficiency with banking rules and regulations, strong communication skills, and experience in managing high value private or commercial banking relationships, and time management skills. A degree is commonplace among job applicants.
Summary : Commercial Relationship Manager professional with excellent research, problem solving, and interpersonal skills. Highly organized and goal-oriented with the ability to manage multiple projects and consistently meet deadlines.
Skills : Commercial Management, Business Management.
Description :
Handled credit analysis for commercial real estate investment customers involved in ownership and/or operation of businesses or who invest in or develop real estate.
Initiated and developed new business through outside business development activities to ensure the company meet its overall financial targets and conformed to credit terms.
Interviewed applicants to gain information regarding their business, desire, ability and earning potential so that decisions regarding approval can be made based on acceptable risk levels.
Developed and analyzed financial background data for new or renewed loans.
Makes credit decisions on loans and terms within established lending limits, or refers these issues to next appropriate level of authority.
Followed-up on current loans to ensure compliance with internal procedures and other required terms.
Maintained ongoing contact with client to be kept current on significant changes in financial condition or operations.
Experience
10+ Years
Level
Senior
Education
MS
Commercial Relationship Manager Resume
Summary : Commercial Relationship Manager Professional with 15+ years of experience in commercial and corporate banking environments, including business development and credit underwriting. Excellent customer service skills along with a proactive approach to attaining new clients. Effective manager who possesses skills necessary to direct, train and motivate a team to its fullest potential.
Skills : Writing Skills, Management Skills.
Description :
Developed and maintained relationships with prospective clients.
Provided consultative advice on how to best use the company's products or services.
Negotiated deals with prospects.
Prepared proposals for prospective customers.
Managed existing accounts by providing ongoing customer service.
Developed retention programs based on lifetime value of individual customers.
Managed the implementation of these programs.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Arts
Commercial Relationship Manager Resume
Summary : Commercial Relationship Manager is responsible for Developing account strategy, based on product and company goals, Monitoring account performance and provide feedback to management team, Working closely with sales to identify opportunities for new products and services, and also Conducting market research to understand competitive landscape.
Skills : Marketing Skills, Researching.
Description :
Utilized multiple learning methods and technologies to deliver client training sessions, including in person classroom, virtual classroom, self-study, and phone/conferencing.
Responsible for retention, in-group growth, and the sale of new products and services into existing accounts.
Researched departmental systems to improve business process improvement resulting in $300k annual savings.
Led team in overall sales efforts including small business calls, outbound sales, sales events and other networking seminars.
Created team -building activities to strengthen and enhance interpersonal communication.
Received Diversity Champion Certification.
Served as liaison between employees and insurance representatives in feedback solicitation.
Experience
7-10 Years
Level
Management
Education
Master Of Arts
Commercial Relationship Manager Resume
Summary : Commercial Relationship Manager is responsible for Developing commercial plans to drive revenue growth, including pricing strategies, market share plans, customer acquisition strategies, etc., Monitoring performance against commercial plan, including developing appropriate action plans for any deviations from plan, and also Coordinating activities of other departments in order to meet targets (e.g. sales, marketing).
Skills : Monitoring Skills, Marketing Skills.
Description :
Responsible for attracting new commercial clients to the bank with revenues of $5 to $50 million.
Promoted the bank within the community through civic and other local organizations.
Crossed-sale related bank products to current and new bank clients.
Responsible for underwriting all transactions that need to be submitted for approval.
Responsible for day to day management of a commercial loan portfolio.
Responsible for marketing new business and proactively providing.
Responsible for the growth and deposit of the bank.
Derived new business opportunities by making outbound calls, sending emails, and visiting prospects.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Arts
Commercial Relationship Manager Resume
Headline : Commercial Relationship Manager is responsible for Establishing action plans for troubled credits and or work with special assets department to resolve problem loans in an efficient manner to protect the banks investment, Monitoring management reports to address line reaffirmations, loan maturities, delinquencies, and exceptions in a timely and efficient manner.
Cultivated and maintained relationships by evaluating and analyzing accounting and financial data to make recommendations to management about a company's financial stability.
Responsible for preparation and accuracy of accounting reports.
Supervised staff by directing, reviewing and evaluating analysis of financial data.
Evaluated accounting information to determine financial trends and adequacy of funding for development of budgets.
Worked with staff and upper management to gather information and prepared reports to advise management of future funding needs and ability to repay debt.
Prepared and presented written and oral presentations to staff and management.
Served as point person for accuracy and adherence to regulatory requirements and financial policies.
Experience
5-7 Years
Level
Executive
Education
MS
Commercial Relationship Manager Resume
Objective : As a Commercial Relationship Manager, responsible for serving as a single point of client contact. The Team Lead ensures customer satisfaction by delivering value and managing customer expectations and is responsible for customer relationships including achievement of all deliverables.
Skills : Directing Skills, Tax Analyst.
Description :
Originated over $700M in 4 months of commercial and industrial loans.
Screened incoming referrals for overall financial health and pitched deals.
Prospects included subcontractors, online distributors, chiropractors, etc.
Conducted commercial underwriting analysis utilizing Moody's and Tax Analysis.
Collected and analyzed financial data in order to investigate a company's ability to generate cash and profit.
Met and communicated with clients excessively to resolve any issues and provide account management solutions.
Established and maintained working relationships and managed financial transactions with outside vendors.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Science
Commercial Relationship Manager Resume
Summary : Award-winning Commercial Relationship Manager professional with 15 years of combined experience in sales, Real Estate management and finance. High profile banking experience as a Senior Business Banking Specialist, Business Development Officer & Relationship Manager.
Skills : Business Development, Commercial Relationship.
Description :
Cultivated new business while increasing business from existing customers.
Recommended and underwrite conventional commercial & SBA credit requests and sold a variety of banking products to meet all client needs.
Initiated relationships with local CPAs to build a strong referral network.
Interfaced regularly with C-level leadership of $5M to $25M companies to devise banking and credit solutions for their capital needs.
Achieved 0 portfolio losses in 3 years through aggressive preventive maintenance.
Cross-sold treasury management services to assist with the day-to-day operations of the business.
Actived participant in community events to position the bank as a leader within the market.
Experience
10+ Years
Level
Senior
Education
Bachelors
Commercial Relationship Manager Resume
Objective : To obtain a Commercial Relationship Manager position which allows me to foster and maintain mutually beneficial relationships with both Employer and Clients. Commercial Lender Experienced in Commercial & Agricultural Lending and underwriting. Skilled at generating, managing and maintaining commercial loan portfolios, analysis of financial statements and business conditions based on underwriting criteria guidelines.
Skills : Writing Skills, Project Management, MS Office.
Description :
Responsible for generating and managing a loan and deposit portfolio and non-interest income by developing and retaining long term client relationships with businesses achieving annual sales of $1-10 million.
Maintained and grown a portfolio of over 100 existing businesses and mixed households.
Developed new business through cross-sales and working referrals.
Managed credit process for all loans sourced between $100k and $2.5 million Partnered with Branch Managers on joint calls, shared best practices, educated branches on commercial banking products, and actively participated in sales campaigns.
Immediately called on me and recruited me with a big pay raise.
Volunteered over 40 hours each year in community outreach projects on behalf of Mazuma.
Oversaw conversion of all business loan files from paper to electronic files.
Experience
2-5 Years
Level
Executive
Education
Bachelors
Commercial Relationship Manager Resume
Headline : Highly qualified Commercial Relationship Manager with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Midsized Community Bank with $1.6B in total assets and affiliated mortgage and subprime auto financing companies.
Helped grow the Bank's commercial loan portfolio by approximately $10MM Supported total growth of $30MM in the Williamsburg market area Reported directly to the Regional President of the Peninsula market area.
Constructed cash flow models to determine the viability of credit extension to prospective clients.
Worked closely with branch managers, residential mortgage lenders, and business development officers to facilitate lending needs of new and existing customers.
Developed a network of referral sources including CPAs, attorneys, and well known businessmen and women in the Williamsburg community to help grow the Bank's customer base.
Maintained full accountability for leading a cross-functional team responsible for creating and expanding a business portfolio in new emerging market.
Resourcefully capitalized upon high-level business connections and interpersonal skills to drive market penetration and achieve growth goals.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Commercial Relationship Manager Resume
Summary : Solutions-focused, detail orientated, motivated Commercial Relationship Manager professional with extensive project coordination, team leadership, sales management, and multi-tasking expertise; specializing in the financial sector and service based organizations. Builds valuable relationships and establishes an extensive network in the market with professional service organizations, centers of influence, high net worth clients, and community leaders.
Skills : Leadership, Membership, MS Office.
Description :
Networked with centers of influence to generate new commercial banking clients.
Managed portfolio of bank customers to maintain and expand existing relationships.
Generated and close loan requests in excess of $2,000,000 monthly objective.
Prospected for new banking relationships with loan requests up to $7,500,000.
Developed relationships with banks to participate out portion of larger loan requests.
Managed a portfolio of Business Member Loans ranging from $10,000 to $2.5 million Underwrote all business and managed for compliance with NCUA Regulations.
Oversaw conversion of all business loan files from paper to electronic files.
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