Business Relationship Job Description

Business Relationship Job Description

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Business relationship provides guidance on investment thesis and key business risks to core credit executives and commercial banking teams.

Business Relationship Duties & Responsibilities

To write an effective business relationship job description, begin by listing detailed duties, responsibilities and expectations. We have included business relationship job description templates that you can modify and use.

Sample responsibilities for this position include:

Translates the Company’s business and marketing strategies into strategic roadmaps and plans that ensure Marketing Data Services remains aligned with business priorities
Form and maintain business relationships to ensure that departmental capabilities are appropriately promoted and leveraged by the business
Understand the client’s business environment, strategies, and industry to better determine their credit requirements, identify potential new business opportunities, and provide need based solutions
As the key liaison with the business is accountable for the performance of the business unit with respect to procurement goals and initiatives through understanding the connections between strategies, spend, suppliers and market intelligence
Strengthen business partnership to provide optimal customer experience and maximize sales opportunities to retain and grow profitable customer base by working closely with business partners
Establish and foster strong partnerships with IT, business unit and corporate department operational leaders and BRM team members, and develop a full understanding of core business processes, clients, products and technologies
Ensure Marketing Data Services achieves performance targets by delivering service excellence in support of Sales & Marketing to achieve global sales & asset retention goals, and that the department is adding value to the global business development & distribution organizations
Implement emerging Enterprise Data Governance standards and best practices within the Global Business Services operating environment
Directs business relationship management organizational improvements and staff development
Ensure that internal audit points are cleared within the time commitments provided to Internal Audit and will be responsible for ensuring that appropriate internal risk and P&L controls exist for all processes to enable the production of market risk, Valuation at Risk (VaR), P&L reporting, Independent Price Verification (IPV) and Business Performance Reporting

Business Relationship Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Business Relationship

List any licenses or certifications required by the position: ITIL, PMP, CBRM, BRMP, PMI, CBAP, IIBA, PBA, BRM, PM

Education for Business Relationship

Typically a job would require a certain level of education.

Employers hiring for the business relationship job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Education, Computer Science, Business/Administration, Management, Information Technology, Accounting, Information Systems, Engineering

Skills for Business Relationship

Desired skills for business relationship include:

Business credit
Business credit underwriting with commercial credit training
Deposit and cash management products and services
Industries
Markets
Financial and economic concepts
Diverse types of businesses
Business
Finance
Banking

Desired experience for business relationship includes:

Prior experience leading strategic planning and assessment initiatives required
Prior experience with organizational design, process design, and organizational change management required
Prior experience in the mutual fund industry required
Conceptual and global thinker with the ability to understand implications of decisions in both the short term and long term
Ability to manage small teams of senior level individuals working on strategic initiatives
Ability to facilitate the advancement and achievement of strategic objectives

Business Relationship Examples

1

Business Relationship Job Description

Job Description Example
Our company is looking for a business relationship. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for business relationship
  • Business Alignment - Meets with user community to understand business requirements and to develop detailed Functional and Technical Specifications and system requirements for the ITL space
  • Project Management - Lead and Manage Projects - Responsible for leading the definition and development of business applications that support the business processes in IT space globally
  • Provide Finance functional leadership leveraging business process and Oracle configuration and other systems expertise
  • Collaborates with business stakeholders to review requirements and proposed solutions, including trade-off analyses and project costs
  • Prepares a client profile, relationship plan and calling schedule for each client in conjunction with strategic business development program
  • Proactively identifies Small Business prospects through outside calling and marketing efforts
  • Focus primary business development efforts on building a portfolio of low cost deposits such as operating DDA’s, payroll accounts, trust accounts
  • Portfolio/Demand Management – Partner with a single business partner on requests that could potentially enter the IT queue
  • Works with internal and external stakeholders as a thought leader to align supplier solutions with business strategies
  • Understands and anticipates direction of the business, identifies supplier/spend opportunities and makes recommendations to support long-term strategy
Qualifications for business relationship
  • Ability to assess a problem quickly, recommend and analyze alternatives
  • Excellent verbal and written communication skills with the ability to build strong relationships across the organization
  • Prior experience with a professional consulting organization preferred
  • A Bachelor’s degree required, MBA or equivalent work experience preferred
  • OProgram management or management level experience implementing technical solutions
  • OInformation Technology experience across multiple IT disciplines managing complex cross functional projects with inter-related IT and Business requirements
2

Business Relationship Job Description

Job Description Example
Our growing company is looking for a business relationship. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for business relationship
  • Responsible as the strategic interface for the Supply Chain organization and is tasked to develop business-IT strategy, solution discovery, service management, risk management and relationship management
  • Provide project management for a broad range of finance process improvements, globally
  • Collaborate with Finance and IT in the global design, development, and deployment of the organization's systems and processes including Oracle Release 12 eBusiness Suite of applications
  • Actively demonstrate a passion for continuous improvement focused on end user productivity, Finance shared service optimization, and enterprise process integration
  • Support the Finance end-user community by providing research, analysis and problem resolution to team members
  • Negotiate technical and non-technical solutions that both satisfy the business user and conform to the technical architecture
  • Act as the global IT leader for Operations Finance
  • Stakeholder Management & Business Consulting
  • Product control / risk experience, ideally within credit derivatives or other complex/exotic derivative area
  • Experience using Microsoft Office software, with VBA being an added advantage
Qualifications for business relationship
  • OConsulting with business organizations and executives on technical solutions
  • OProven ability to develop effective relationships and to work at all levels of a company including senior and executive management
  • OExperience working effectively across divisional lines in a complex, multi-site organization
  • A problem solver, with an interest towards designing and implementing solutions
  • A team player yet have the ability to work unaided should the need arise
  • An ambitious individual looking to develop technical understanding in a challenging fast paced environment
3

Business Relationship Job Description

Job Description Example
Our growing company is hiring for a business relationship. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for business relationship
  • Prepares and delivers presentations to the business and their clients and vendors to drive alignment and initiate understanding of technical solutions in response to evolving business needs
  • Defines and understands the business needs of the client, recommending solutions when appropriate, providing potential options and foreseeing project demand within the next 3-6 months
  • Constant Monitoring of the Portfolio and ensure Timely Renewals
  • Ensure solutions aligned with and supports architecture standards
  • Responsible for acquisition sales and sales to existing clients
  • Responsibilities for identifying decision makers, determining customer needs, identifying appropriate solutions, and positioning these solutions with the customer
  • Providing management with input regarding current policies and practices of competition, when appropriate
  • Coordinating and organizing targeted campaigns and events
  • Ensures loan requests are processed accurately and timely
  • Maintains a current understanding of regulations including but not limited to Reg
Qualifications for business relationship
  • Market knowledge and experience in the SME segment, with reference to customer preferences and requirement is preferred
  • Bachelors degree in Business Management or Technology discipline
  • Excellent communication skills, both written and verbal at all levels of the organization
  • May be a SME in areas
  • High energy, results-oriented and work well in a team environment
  • Use widely-accepted, creative, change management methodologies to manage change
4

Business Relationship Job Description

Job Description Example
Our innovative and growing company is looking for a business relationship. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for business relationship
  • Communication / Relationships - Build relationships across the organization with assigned business partners and functional leaders to establish an effective, productive working relationship between groups and maintain alignment on business strategy, demand, priorities, and profitability
  • Track and report on the completeness of business profile information
  • Help define and implement a roadmap to mature the business intelligence data set and optimize maintenance processes
  • Measure the effectiveness of change management by regularly evaluating successes, opportunities and risks, incorporating feedback / lessons learned
  • Provide strategic input to Category Managers and participate in the planning and financial budgeting for the source to contract functions within the Procurement organization
  • Build, enhance, and operate all digital channels (web, mobile, social media)
  • Advise and assist the users regarding the relevant IT environment
  • Coordinates system operations with internal and external support
  • Supports the implementation of IT modules, and IT components and interfaces, including the adaptation or extension of associated databases
  • Demonstrate East West Bank's Vision, Mission, and Values through words and actions
Qualifications for business relationship
  • PMI Certification and Lean Six Sigma Certification preferred
  • Demonstrates ability to manage through constructive conflict to deliver positive outcomes
  • Ability to apply IT industry knowledge to real-world business situations
  • Comply with Bank policies and procedures, including but not limited to the Bank Secrecy Act, Gramm-Leach-Bliley (Private) and Fair Lending regulations when opening accounts, maintaining profiles, and conducting financial transactions
  • Manage and expand portfolio of high value customers using relationship building skills to sustain and build quality customer relationships
  • Enhance customer satisfaction by consistently engaging and connecting with customers to exceed service expectation in timely manner and by taking ownership to effectively resolve customer problems
5

Business Relationship Job Description

Job Description Example
Our innovative and growing company is looking for a business relationship. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for business relationship
  • Understand business expectations outlined in the business strategy
  • Share business acumen that supports business objectives & delivers positive results
  • Main interface to assigned business customers and B2B vendors/partners/clients on behalf of ITS (“first point of contact for the business in ITS”)
  • Anticipate business needs based on understanding of developments in business and IT
  • Build new proposals (initiatives including requirements definition, business impact and financials) and agree on prioritization to build 3-5 years’ roadmaps
  • Evaluate the anchoring of the solutions given to the business and validate financial assumptions
  • Request business resources to conduct project feasibility analysis
  • Actively detect and manage business process improvement and decision making support requirements
  • Conduct business and carry out responsibilities that supports, promotes, and fosters JM Family culture and company values
  • Lead & advocate new technology and business solutions that lead to maximum user adoption
Qualifications for business relationship
  • An in depth and cross functional understanding of core line of business processes and value chain services
  • Previous IT business relationship experience and team leadership would be desirable
  • Translate goals and expectations to specific and executable actions
  • Meet and exceed individual assigned goals successfully by managing daily and weekly sales routines/activities
  • Use relationship sales processes to maximize sales opportunities and to effectively deliver sales results
  • Involve with the local organizations and participate in local community events to introduce and expand East West Bank's relationship and reputation

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