A Licensed Relationship Manager works as a part of the sales team and maintains relationships with clients and customers. A well-drafted Licensed Relationship Manager Resume mentions the following core duties and responsibilities – working with clients to solve any business or technical challenges they face, helping them with sales opportunities and drawings in customers; observing the competition, developing sales plans based on customer needs, setting up meetings with new clients, researching the latest products and regulations, and looking for new sales opportunities.
To be successful in this job, one needs to have – excellent communication and listening skills; the ability to explain complex information clearly and simply; good sales and negotiation skills, an interest in financial products and markets; good mathematical and computer skills, plenty of drive and motivation, and the ability to analyze and research information. Though there are no specific entry requirements, employers expect a degree from job applicants.
Objective : As a Licensed Relationship Manager, responsible for Developing strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and another line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers of Influence (COIs).
Skills : Microsoft Outlook, Management.
Description :
Attained my personal goal each and every day.
Made at least 30-50 outbound calls daily.
Prepared and work multiple lead lists daily.
Trained those in the branch on how to obtain referrals for goals.
Hold management meetings.
Helped with the daily operations of the branch.
Closed/opened procedures.
Experience
2-5 Years
Level
Executive
Education
Bachelor's
Licensed Relationship Manager Resume
Summary : Experienced, self-motivated professional with 25 years of impeccable insight into financial products, superior customer relationship, and management skills. Proven ability to achieve and provide intelligent wealth management advice and strategies with senior-level executives and business owners. Exceed all business development and revenue-generation goals in high-pressure, fast-paced environments.
Responsible for developing a thorough understanding of client needs by using experience and comprehensive software strategies of analyzing my client's financial information.
Recommendation of cross selling products and services to help the client achieve their financial goals.
Recognizing complex product and financial services opportunities, and act as a financial navigator by aligning appropriate professionals in Banking, Investment Services, Private and Commercial Mortgage, Business Banking, and Private Banking.
Proactive member of the branch team by being an initial sales and service contact for new and existing clients.
Responsible for acquiring new personal and small business clients.
Expand relationships with existing clients though business to business and Center of Influence referrals.
Effective in managing an existing book of business while increasing its size by retention and growth of profitable client relationships through cross-selling and business to business relationships.
Experience
10+ Years
Level
Senior
Education
Associate In Business Technology
Licensed Relationship Manager Resume
Objective : As a Licensed Relationship Manager, responsible for Assisting the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy, and also Engaging specialists/partners to address client's needs.
Skills : Planning Skills, Documentational Skills.
Description :
Consistently executed on Keys Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction.
Managed and grown a profitable book of business to achieve individual and team goals.
Developed and maintained an in-depth knowledge of mass affluent products and services, as well as knowledge of competitive products and services to ensure meaningful in depth financial wellness conversations with clients.
Called Book of Business and system generated leads identified to prospect for retention and growth opportunities.
Documented activities by using the call report feature in the desktop.
Employed a disciplined approach to prospecting; documents calling efforts.
Built a client referral pipeline via identification and development of internal and external centers of influence.
Experience
2-5 Years
Level
Executive
Education
Bachelor's
Licensed Relationship Manager Resume
Summary : Over 17 years of successful experience and knowledge as a personal banking representative. Demonstrated ability to effectively build, maintain, and grow client relationships and portfolios utilizing needs-based selling. Noted for positive rapport with coworkers and clients. Detail oriented, with a proven ability to successfully contribute to company objectives.
Developed new and expands existing client relationships by participating in business development activities, proactively reviewing clients current and changing financial needs, and promoting products and services.
Built strong quality relationships with both personal and corporate clients using consultative selling techniques and analyzing and providing solutions for clients financial needs.
Conducted outside sales calls with businesses within the area to develop banking relationships.
Developed and maintained an in-depth knowledge of products and services as well as knowledge of competitors and competitive products.
Called book of business and system generated leads to prospect for cross sell and retention; documenting activities by using the call report feature in the software.
Grown a profitable book of business to achieve individual and team goals.
Built client referral pipeline via identification development of internal and external centers of influence.
Experience
7-10 Years
Level
Management
Education
Business Administration
Licensed Relationship Manager Resume
Summary : As an experienced Licensed Relationship Manager professional, I can offer strong administrative management skills, combined with a desire to excel in my career. I have years of experience in the banking and investment business industry, during which time I have had great success in building and maintaining strong client relationships.
Had the sole responsibility of caring for and teaching up to 11 children on a day to day basis.
Researched and implemented curriculum and instruction.
Maintained all of the businesses accounting, taxes and training requirements.
Business allowed me to provide for my children's needs before they were in school, and helped me maintain certain business relationships and community involvement.
Ensured branch budgets and sales goals were achieved.
Demonstrated ability to train and mentor staff to effectively identify the financial needs of customers.
Possessed a proven record of success in expanding my customer base and branch profitability.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Licensed Relationship Manager Resume
Summary : To secure a Licensed Relationship Manager position with your company utilizing my skills and experience as a Manager / Supervisor and/or other position in Sales, Customer Service, or as a Corporate Trainer.
Skills : Microsoft Office, Developing Skills.
Description :
Effectively managed existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing).
Developed a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services.
Recommended products and services to help the client achieve financial goals and the team to achieve business goals.
Identified and resolved complex client service issues.
Recognized complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking.
Met or exceeded established sales, cross-sell and referral goals.
Served as a backup to the Branch Manager when the Branch Manager is unavailable.
Experience
10+ Years
Level
Senior
Education
B.B.A In Finance
Licensed Relationship Manager Resume
Objective : Establishing my growth in a challenging and rewarding company in which my experience and knowledge can strengthen a company's future and personal objectives.
Skills : Track record for servicing, Developing and growing client relationships.
Description :
Managed a $7 million dollar book of business.
Mentored other bankers and tellers.
Provided banking solutions for deposits, loans, and financial planning.
Provided financial, retirement, and risk planning.
Focused on networking with community leaders, and chambers.
Specialty focused around small business lending, cash management, and banking.
Managed and maintained compliance auditing, operational, and security features.
Experience
2-5 Years
Level
Executive
Education
MBA
Licensed Relationship Manager Resume
Summary : Over 17 years of Licensed Relationship Manager experience with a focus in training and management. I consistently exceed communicated goals through hard work, determination, efficiency, and intuitive customer service. I want to use my strengths to help grow your business and communicate to our customers all aspects for full understanding, this will gain their trust and extend a long beneficial relationship.
Skills : Listening Skills, Planning Skills.
Description :
Handled teller duties when needed, and would maintain and grow a 26 million dollar book of business.
Maintained a full pipeline through constant networking ( BNI, NMRA).
Helped manage and motivate tellers to engage and refer bank products to our customer base.
Met different deposit, investment, lending, and mortgage goals to help increase branch revenue.
Familiared with banking compliance and federal and state laws regarding banking and insurance institutions.
Collaborated with business partners by making referrals and conducting joint calls to deepen the client relationship.
Actively listened to concerns, presents a clear concise picture and provides the client with a tailored solution to close the sale.
Experience
10+ Years
Level
Senior
Education
Bachelors
Licensed Relationship Manager Resume
Summary : Licensed Relationship Manager professional with over 15 years of experience managing and providing exceptional customer service for many industry-leading Banks and Financial Institutions. Consistently recognized for meeting and exceeding business and personal performance goals and objectives. Strong goal-oriented team member and leader, adept at creative problem-solving, seeking new challenges/management opportunities in the mortgage banking and investment fields.
Skills : Business Management, Coordinating Skills.
Description :
Developed and implemented in-depth knowledge of products and services and awareness of competitor products to strategically build business prospects and generate product cross-selling and customer retention.
Proactively developed a profitable book of business in alignment with individual and team goals.
Utilized business development activities to build client referral pipeline, identify and cultivate internal and external centers of influence, and enhance existing client relations resulting in product and services sales.
Built business partnerships through referrals and joint client communications, actively assessing customer concerns and mitigating issues through concise problem resolutions tailored to clients' needs.
Served as liaison for Key4Women, a women's business group focused on supporting female business owners in implementing effective business, proven financial, and networking strategies for success.
Directed project coordination for Key Millennial Young Professionals Group and served as a member of Highlands Ranch Young Professionals Chamber.
Acquired Colorado Accident, Health, and Life insurance licensure.
Experience
10+ Years
Level
Senior
Education
Master's
Licensed Relationship Manager Resume
Headline : To obtain a Licensed Relationship Manager position where I can utilize my extensive experience in retail banking to reach company goals and ensure client satisfaction.
Skills : Clerical Skills, Planning Skills.
Description :
Supported and acquired new clients and growth of current book of business by communicating and following up on system generated leads identified through the CE Desktop.
Responsible for developing and maintaining a broad knowledge of products and services to appropriately support client needs, and consistently execute client retention by fulfilling their needs assessment.
Helped with the marketing of new products.
Provided 401(k) plan participants with retirement planning and investment advice.
Built lifetime relationships across Fidelity by understanding the participants holistic financial need.
Engaged and educated participants on a broad range of plan benefits.
Resolved needs of the participants to ensure a positive experience.
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