Relationship Executive Job Description
Relationship executive
provides market leadership by closely aligning with all Business Partners in the Retail Banking Group, Business and Commercial Banking Groups (CBG), Corporate and Investment Banking (CIB), and Wealth Management Partners to help ensure the successful implementation and communication of all strategies and products.
Relationship Executive Duties & Responsibilities
To write an effective relationship executive job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship executive job description templates that you can modify and use.
Sample responsibilities for this position include:
Sell solutions using a diagnostic approach and by using an in-depth understanding of client needs and/or industry to form a holistic view of the clients business, credit reviews, submitting tenders (Public Sector)
Monitor all competitive developments related to Visa and their participation in the payments ecosystem and evaluate how this fits with Chase’s strategies (e.g., credit, debit, P2P, other)
Maintain the risk oversight, including operational, reputational, credit and compliance risk with Visa
Develop an understanding of regional market trends and business lifecycle challenges
Drive aquisition initiatives through pro-active re-engagement processess
Take ownership of client complaints
Manage Visa team within the Payment Network office, reporting into the Head of the Payment Network office
Maintains the Visa issuing relationship globally across Chase and partners with Acquiring Network Relations Executive to maintain the Visa acquiring relationship
Partner with all Chase LOBs to understand their relationships and needs with Visa to ensure we are coordinated in our approach
Build strong partnership relationships with senior-level executives both internal to JPMC and within Visa
Relationship Executive Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Relationship Executive
List any licenses or certifications required by the position: CBRM, SPHR, PHR, ITIL
Education for Relationship Executive
Typically a job would require a certain level of education.
Employers hiring for the relationship executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Education, Marketing, Business, Finance, MBA, Management, Business/Administration, Computer Science, Accounting, Information Systems
Skills for Relationship Executive
Desired skills for relationship executive include:
Commercial banking products and services
Preferably with execution experience
Banking products
Corporate finance
Credit
Treasury
Investment
Dynamics of the market place and industries
Group Benefit design
Investment banking
Desired experience for relationship executive includes:
Develop and execute an annual operating plan with Visa
Contract negotiations with Visa including monitoring and compliance of all contracts and products/services we purchase from Visa
Assess which Visa mandates we will choose to implement and manage process for obtaining waivers for those we do not
Ability to convey complex Visa issues to all audience types in relevant terms in order to influence outcomes
Anticipates future opportunities and/or problems in the payments relations landscape and develops solutions/action plans to address them
Develop and lead a high performing team
Relationship Executive Examples
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Relationship Executive Job Description
Job Description Example
Our growing company is looking for a relationship executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship executive
- Ensure dedicated relationships are maintained and grown by being the single point of entry via appointment based customer interaction On-Site visitation
- Apply risk-based pricing for all new sales and pricing reviews in line with standard pricing and fee structures/guidelines and applications
- Conduct regular client visits in accordance with the Enterprise Business Value Proposition and initiate changes to ABB Product by providing input into product development to better service the customers
- Own the primary relationship with the client by being the client’s main contact point
- Responsible for overseeing staff performance as relating to Client satisfaction
- Responsible for expeditiously managing client projects through each life-cycle stage
- Regularly promote new custom code development in order to meet or exceed the annual billable development amount defined by senior management
- Maintain primary ownership of a portfolio of client Commercial and Agri accounts, differentiated by the level of complexity of the client base
- Maintain and develop relationships with Ultra High Net Worth and High Network Worth participants
- Respond to and /investigate client and participant queries and ensure action is taken with agreed service levels
Qualifications for relationship executive
- Proven understanding of payment networks
- Proven track record of using influencing skills to drive change
- Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place
- Assist with the maintenance of a programme of regular client / intermediary/ participant visits
- Assist with the preparation of proposal documents for tender
- Update fee proposals for existing client and participants
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Relationship Executive Job Description
Job Description Example
Our innovative and growing company is looking for a relationship executive. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for relationship executive
- Ensure regular liaison with other teams within the department
- Drive a proactive relationship with clients that specifically targets and has a pre-defined associated income target benefit through adding value to the customer sale of additional products, services (reporting ), analysis of customer business and statistics to assist the customer in improving authorisation levels
- Work across PWI to analyze current state and identify potential improvements
- Following standard practices, help prepare any necessary information, reports, or proposals to address client issues or opportunities where written communications are required
- Maintain Salesforce CRM system ensuring all updated project documentation is uploaded and managed on a daily basis in conjunction with the Relationship Managers
- Support RM’s with sales support documentation andPMO Manager / Senior Management Team with project admin tasks
- Create win-win situations for any requests from clients, management team or partners to make an appointment to the Country Manager
- Provide support for meeting preparation
- Responsible in handling financial documents
- Work closely with back office teams to ensure the budget spending and record and financial reports in order to present to Country Manager and managment team
Qualifications for relationship executive
- Strong presentation skills with the ability to interface at any level within and outside the firm
- Full understanding of all firm capabilities within PWIS
- Ability to navigate through a complex, multi-level business environment to deliver results
- Bachelor’s degree and advanced degree preferred
- Minimum 10+ years of relevant financial services experience required - both sales and service
- Relevant HNW client experience in dealing with complex wealth management issues relevant workplace service experience is preferred
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Relationship Executive Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of relationship executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship executive
- Regular targeted communication for both Operations and Client Service teams
- Delivery against all client and client service requirements within Operations
- Support and ownership of tasks around client transitions & re-pitches within Operations
- Identification and resolution of potential service issues
- Documented best practice for Operations processes - communicated and understood throughout the wider business
- Produce regular targeted communication for both Operations and Client Service teams, improving the visibility and understanding of the current business highlights and challenges
- Successfully manage and ensure delivery against all client and client service requirements within Operations
- Work closely with both Operations and Client Service stakeholders to ensure we achieve timely resolution of all client and client service queries & issues regarding Operations or our output
- Proactive identification of potential service issues, and resolution of these, to mitigate any impact to clients or client service
- Become a service expert - proactively developing your understanding of Operations and Client Service processes - so you can confidently articulate your understanding and make effective recommendations to the business when required
Qualifications for relationship executive
- Proven track record of building and maintaining high-performing teams
- Solid understanding of product pricing, profitability and risk/underwriting rules/guidelines
- Minimum 2 years relevant working experience in a fast-paced environment and service industry
- Must be an excellent communicator in engaging internal and external stakeholders
- Ability to work independently and collaborate with others as required to achieve desired objectives
- B-degree in Commerce/marketing/Finance or equivalent NQF level 6 or higher
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Relationship Executive Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of relationship executive. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship executive
- Work with acquirer and internal business partners
- Organize and delivers services on a cross-section of complex projects
- As a technical or functional advisor, work extensively with the management of the project to guide efforts that address the client’s needs
- Measure and articulate to key stakeholders the value of organizational activities, programs, and investments by providing actionable methodologies to measure, govern and evaluate performance
- In this role, candidates will focus on leveraging his/her extensive network and US Intelligence Community connections to assist local teams in understanding the agency’s landscape and driving business growth
- Candidates will leverage strategic relationships to connect local teams with business development opportunities
- The professional serves as the resident expert in providing insight to critical client challenges, issues, and political landscapes at the client
- Leverages macro-level understanding of US Intelligence Community agencies operating in Colorado and acts as an advisor to local delivery teams for relevant client issues
- Establishes executive relationships and is perceived by the client as part of the leadership team
- Translates US Intelligence Community expertise into focus areas for firm investments in the Colorado market
Qualifications for relationship executive
- Solid understanding of high net worth products and services
- At least five (5) years of experience in evaluating and understanding complex company financials and other economic trends
- B-degree in commerce/marketing/ finance
- Some travel expected to the GTA and surrounding areas, must have access to a car and have full driver's licence
- The role is located in Waterloo
- Post graduate qualification in Commerce or Marketing or Finance
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Relationship Executive Job Description
Job Description Example
Our growing company is looking for a relationship executive. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship executive
- Provides advice and expertise on new pursuits and proposal responses respective to the US Intelligence Community
- Achieve client retention and revenue targets for assigned book of business within TriNet’s client account portfolio (50-99 employees)
- Analyze and present pertinent data to client group CEOs in an effort to help them meet their goals
- Achieve client retention targets for assigned book of business within TriNet’s major account portfolio (100+ employees)
- Actively participate in Client Advisory Board program as deemed necessary by Vice President, Client Services
- Drives business growth by developing relationships with decision makers through the use of strong consultative selling skills
- Consistently delivers required business results
- Drive the conceptual and detailed design of enterprise scale analytics capabilities
- In this role, candidates will focus on leveraging his/her extensive network and defense connections to assist local teams in understanding the agency’s landscape and driving business growth
- Translates defense expertise into focus areas for firm investments in the Colorado market
Qualifications for relationship executive
- RE 5 Level 1 passed
- Attainment of Retirement Plans Associate (RPA) designation (offered through the International Foundation of Employee Benefit Plans) will be supported and is recommended
- Experience in underwriting, claims adjudication, account management and employer/employee communications
- Broad people/client management experience
- Strong understanding of Advisor needs, value chains, and business drivers
- Good understanding of data driven analytics