Senior Relationship Job Description
Senior relationship
provides guidance and assistance to Retail Branch staff in developing, evaluating and assisting customers with Small Business Loan requests.
Senior Relationship Duties & Responsibilities
To write an effective senior relationship job description, begin by listing detailed duties, responsibilities and expectations. We have included senior relationship job description templates that you can modify and use.
Sample responsibilities for this position include:
Market observation, forming opinions regarding current market and product development, explore and identify further business opportunities conduct respective measures for implementation
Contribute to the EMEA growth strategy through pro-active knowledge of assigned territory, including market themes, competitive landscape
Contribute to the APAC growth strategy through pro-active knowledge of assigned territory, including market themes, competitive landscape
Manage a portfolio of the largest and/or more complex Private Banking account relationships
Convert high net worth prospects into clients by identifying customer needs and selling appropriate services according to Company policies, Know Your Customer and external regulations
Manage a portfolio of Private Banking account relationships
Anticipates risks and ensures appropriate steps are taken to mitigate and/or manage them
Takes swift and decisive action to address risk or compliance issues and minimise damage or loss to customers and the bank, ensuring learning is captured and applied to prevent future occurrences Embeds efficient risk and compliance tools, techniques and procedures into normal working practices so that service and performance are not compromised
Assists with Documentation follow up activities, Follow up on outstanding/aged POs to obtain status updates on invoices for booking
Ensure smooth coordination/communication with relevant departments
Senior Relationship Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Relationship
List any licenses or certifications required by the position: ICB, PFP, ITIL, PMP, CCEE, CBAP, IIBA, PBA, PMI, LOMA
Education for Senior Relationship
Typically a job would require a certain level of education.
Employers hiring for the senior relationship job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Education, Finance, Economics, Accounting, Management, Business/Technology, MBA, Business/Administration, Real Estate
Skills for Senior Relationship
Desired skills for senior relationship include:
Banking products and services
Products and services
Investments industry
Consumer and small business products
Small business credit
Small business lending
Loan policies and procedures
Assist with branch to sell and handle consumer loan requests in an effective manner
Bank products and services
Market
Desired experience for senior relationship includes:
This is a new role within the Business Banking segment of CMB, in line with the Group Strategy and Global MTO and therefore creates a number of opportunities challenges in a competitive environment
Against an increasingly competitive backdrop, the Business Banking segment of CMB seeks to grow Net Income, through the acquisition of quality new-to-bank international customers, the retention of quality customers and by improving the average return and profitability of the portfolio
The Group has a strategic objective to become the Leading International Bank, which builds on our global network, recognises the increasing globalisation of the world’s economy and the increased value of international customers
The ‘International’ banking space is extremely competitive
As per the Group’s strategic objective of becoming the Leading International Bank, which builds on our global network, recognises the increasing globalisation of the world’s economy and the increased value of international customers
The jobholder will be a key member of the team and will have a portfolio of growing and dynamic international businesses which will make a substantial contribution to the profits of the Area
Senior Relationship Examples
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Senior Relationship Job Description
Job Description Example
Our company is hiring for a senior relationship. 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 senior relationship
- Owns complete end-to-end Sales cycle
- Liaise with external third party stakeholders
- Lead your client
- Extend your client relationships
- The right candidate must provide superior customer service on a day to day basis
- Must be self motivated and disciplined and thrive on uncovering customer needs
- Must have worked in a quota bearing capacity and understand the various stages of the sale cycle
- Must possess the energy, determination and will to aggressively seek new sales opportunities every day
- Will maintain up to date account plans and keep organized records of activities
- Must have excellent verbal, math and written communication skills and be able to present solutions in both small and large group settings
Qualifications for senior relationship
- Manage internal Investment Product & Solutions business relationships, to understand key initiatives, procedures and best practices to help optimize the distinct business’ goals by leveraging external partner resources
- Personal Financial Planning Designation (PFP)
- Maturity level and skill/judgement to be able to deal effectively with managers and senior leaders
- Facilitation and presentation skills, excellent written skills
- 1 year credit exposure
- Minimum 6~8 years of relevant experience in foreign bank
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Senior Relationship Job Description
Job Description Example
Our company is looking for a senior relationship. 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 senior relationship
- In collaboration with the AVP and department staff, assists in the development
- Analyze internal and external information to ensure that vendor provided data is accurate, including Fund Net Asset Values and yield information
- Collaborates to coordinate customer interviews to produce various promotional assets/collateral, including customer success stories (web/print), video-based customer interviews, blog articles, e-newsletter
- You will be required to create winning client strategies internal account plans
- Establishes strong working relationships with each partner to proactively resolve all issues
- Cash Management - Liaison with cash operations, provides detailed direction regarding cash application, research and reconcile misapplied or payment issues, would also manage unapplied cash suspense
- Responsible to manage EOL activity with the partners to maximize realization and minimize losses, hit targets
- Grows and maintains a list of qualified centers of influence
- Identifies and attends marketing events that help drive business
- Develops new business relationships consisting of both loan and deposit products
Qualifications for senior relationship
- Good knowledge of new/ relevant regulations in China
- Active Series 7 and 63 are required
- Minimum of seven or more years of industry experience in portfolio management, sales, marketing or relationship management
- Having an existing relevant client network and understanding of Japanese markets is key
- Fluency in English and Japanese and ability to work part of Japan/Boston MA time zone required
- Strong written and oral communication and problem resolution skills are critical, ability to work well with a variety of people at all levels of the organization
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Senior Relationship Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior relationship. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior relationship
- Developing strong and positive relationships with hiring managers and key stakeholders and maintaining a stakeholder matrix to ensure delivery against communication objectives
- Identifying and escalating risk and compliance issues
- Developing a full understanding of the contractual recruitment delivery process and carrying out activities accordingly to ensure that account KPIs/SLAs are met
- Providing recruitment guidance and advice to the Recruitment Sourcing Specialists and Recruitment Coordinators located in the RDC and assisting the Account Director with induction and training of new team members
- Utilizing specialist industry knowledge to assist with the development and ongoing management of pre-qualified Talent Pools in collaboration with the Recruitment Sourcing
- Drives deeper customer engagements within the assigned installed base through a
- Prudently grow and manage the assigned portfolio of client relationships, generating growth in net interest income and loan-related fee revenue
- Achieve a high level of client satisfaction with respect to all credit-related product delivery
- Ensure a high level of risk-rating accuracy at all times within the portfolio
- Ensure the maintenance of a safe, sound and compliant portfolio on an ongoing basis
Qualifications for senior relationship
- The ability to drive and/or assist in the steps necessary to get various strategies implemented
- Bachelor's Degree or equivalent education and 4+ years of outside Business to Business technology sales experience in ‘named’ accounts
- Manage internal Investment Solutions business relationships as we also interface with WiMR, National Sales and Consulting Group on a regular basis to understand key initiates, procedures and best practices to help optimize the distinct business’ goals by leveraging external partner resources
- Previous experience in selling Software and/or Networking solutions
- Ability to understand / speak Mandarin is a must
- He owns the Sales cycle
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Senior Relationship Job Description
Job Description Example
Our company is looking for a senior relationship. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior relationship
- Working closely with the marketing teamto provide guidance on how to maximise current and prospective relationships through the use of the CRM
- Establish email performance benchmarks, summarise key insights, and recommend actions to improve email performance
- Ongoing analysis of the CRM systems and ensuring they are fit for purpose and the goals of the organisation
- Define requirements for effective use of the CRM and its infrastructure
- Making sure the CRM is customer focused and working to maximise its effectiveness for sales and distribution
- Working with external agencies and suppliers to ensure the successful delivery of the CRM plan
- Planning, managing and delivering multi-channel, digital CRM marketing campaigns
- Managing risks and issues, dependencies and roadblocks
- Manage and facilitate template updates and changes to ensure emails continue to work across all platforms and devices
- Clear and transparent reporting back to the business of activity
Qualifications for senior relationship
- Minimum 6 years’ experience in Supply Chain or related fields required
- Extensive experience in Supplier Management preferred
- Bachelor’s degree from a four-year college or university (Business, Finance or Economics preferred) and five (5) or more years of related experience and/or training
- Communication – Ensuring that communication channels are open and that information and ideas are flowing in all appropriate directions
- Proficient in Excel, Word, and Microsoft Office Products
- Number of client relationships between 10 and 50
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Senior Relationship Job Description
Job Description Example
Our innovative and growing company is hiring for a senior relationship. 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 senior relationship
- Develop and share local client and market knowledge, and actively participate to Product Development
- Anticipate impact of local market changes for clients, develop and share knowledge on industry, competition and regulatory developments
- Participate in the design and implementation of new/enhanced products and services within and across locations
- Proactively participates in a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one and three-year period
- Owns the contract and contract renewals with existing clients including SOW’s
- Meets targets for profitable growth and expansion, and strategic objectives in assigned accounts
- Achieves defined revenue targets in designated strategic accounts
- Maintains high customer satisfaction ratings that meet company goals
- Meeting annual revenue, business generation, referral and calling goals
- Be an expert in assessing potential clients and transactions with an eye toward safety and soundness
Qualifications for senior relationship
- Ideally, 10 years of experience in financial services, including 8 years of experience in custody operations and 6 years in a client service or relationship management role
- Strong understanding of investment manager middle and back office and post trade execution workflow
- Proven ability to recommend and implement solutions to automate the trade communication and client reporting workflow
- Skills in negotiation, relationship management, leadership, and conflict resolution are necessary to influence and service the relationships
- Complete (oral, written and presentation) communication skills and the ability to foster positive interaction with external and internal parties are needed to sustain maximum levels of effective interaction
- Strong analytical skills and cross functional knowledge are required to identify and evaluate issues/opportunities and implement solutions/process improvements