Relationship Associate Resume Samples

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H Schowalter

Hassie

Schowalter

9261 Nicholaus Cliff

Houston

+1 (555) 852 0315

9261 Nicholaus Cliff

Houston

Phone

p +1 (555) 852 0315

Experience Experience

Chicago, IL

Relationship Associate

Chicago, IL

Trantow Inc

Chicago, IL

Relationship Associate

Monitor credit allocation throughout the network working with product partners, subsidiary account manager, bankers and credit risk
Work closely with RAMs on AML issues and provide on-going assistance with monitoring of Cash and unusual transactions
Work closely with RAMs on AML issues and provide ongoing assistance with monitoring the Cash and unusual transactions
Develop internal and external referral networks through existing client base, referral sources and community business development activities
Assist with excellence in execution by working closely with Coverage, Client Delivery and Documentation to remove blockages and provide prompt query resolution
Flexibility with work schedule (i.e. may work across different time zones)
Assisting his/her Relationship Manager with client on-boarding

Boston, MA

Ccb-relationship Associate

Boston, MA

Marks Group

Boston, MA

Ccb-relationship Associate

Partnering with the Relationship Managers and Product Sales Managers to boost cross-sell and drive increase in share of wallet
Providing clients with customized solutions/services to manage their businesses with greater efficiency
Proactively manage a portfolio of CCB Client relationships
Analytical and meticulous towards works
Client Onboarding – Own the end-to-end onboarding process for new client accounts and credit facility set-up from documentation to implementation
Client Onboarding - Own the end-to-end onboarding process for new client accounts and credit facility set up from documentation to implementation
Effectively handling designated credit and KYC responsibilities

present

Los Angeles, CA

Bilingual Relationship Associate

Los Angeles, CA

Jakubowski and Sons

present

Los Angeles, CA

Bilingual Relationship Associate

present

Assist Relationship Managers (RM) in the daily management of client’s requests, including but not limited to relationship reviews, managing account opening process, customer due diligence, and credit reviews
Support RM to achieve revenue goal and pursuing of new business opportunities
Become an active and trusted team member in front of the client as part of the Relationship Team
Be a partner with RM to ensure client’s satisfaction
Assist in the preparation of materials for presentations and aid in research client and industry news in advance
Support in the preparation of Relationship Reviews and Account Analysis
Assist clients and RM with completeness of account documentation and Service Agreements

Education Education

Bachelor’s Degree in Accuracy

Ohio University

Bachelor’s Degree in Accuracy

Skills Skills

Ability to practice good judgment while making basic business decisions
Trust Administration background and knowledge or ability to review and interpret trust language favorable
Strong understanding and basic knowledge of competitors
Basic to strong credit skills
Detail-oriented with the ability to multitask and meet deadlines
Excellent customer relation skills focused on delivering superior service quality
Interpersonal skills/networking: Able to create and sustain good personal contacts within the team, amongst Citi’s product partners and external clients
Strong prioritization and multi-tasking skills. Able to function effectively in an unstructured environment and remain objective under pressure
Interpersonal skills&networking; ability to create and sustain good personal contacts within the team and with the product partners
Excellent verbal and written communication both in Czech and English; ability to communicate effectively across the organization

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15 Relationship Associate resume templates

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Relationship Associate Resume Examples & Samples

Serve as point of contact for clients (or prospects) and independently manage all follow-up and/or ongoing deliverables. Communicate and coordinate with other areas within FTCI (Legal, Marketing, Business Development, Operations, Estate Administration, Compliance, Strategic Advisory Group, etc) in an effort to meet all client deliverables. The Relationship Associate will ensure that all areas of expertise within FTCI are leveraged as necessary to best service client
Handle client requests and process wire transfers, discretionary principal payments, currency transactions, bill paying, deliveries/receives and gifts & contributions
Works with the Relationships Managers, Portfolio Managers and Trust Officers on large and complex family relationships and prospects through the following: administration of accounts, preparation of cash flows, fee reviews, preparation of account summaries, preparation of customized PowerPoint presentations for use in client meetings, etc
Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives, both short-term and long-term. This may entail attending client meetings with the Relationship Manager, Portfolio Manager or Trust Officer and participating in discussions about client needs/goals, their circumstances, and making an effort to better understand the clients’ extended family and younger generations. The Relationship Associate should be able to prioritize the client needs/goals within the framework of the FTCI business objectives while developing solutions to meet their needs/goals
Review overdraft report to determine how to cure income overdrafts. Coordinate with PM to raise cash to cure principal overdrafts
Responsible for various office management tasks including: calendar management, client meeting coordination, procurement, filing expense reports, etc
Undergraduate degree required, or equivalent experience
Detail-oriented with the ability to multi-task in a fast paced environment
Effectively handle various projects and be able to prioritize tasks to meet requested deadlines
A strong interest and desire to learn about trust and estates planning, wealth management and Investment Advisory laws/issues/topics
Strong interpersonal and communication (both written and verbal) skills with the ability to interact with clients and build new client relationships
Strong analytical skills with the ability to think strategically as it relates to client needs
Proficiency with Microsoft Word, Excel & PowerPoint
JD desired, but not required

Ishares Institutional Relationship Associate Resume Examples & Samples

Drive Net New Business, executing a consultative sales approach
As a member of the team, a BDA will actively participate in the business management and territory planning with the Business Development Officer (BDO)
Successfully use the telephone identify new opportunities and pursue existing ones; client profiling, lead identification, follow-up activity, setting up meetings, and sales execution
Ability to study and comprehend various whitepapers and other readings to master the fundamentals of fixed income ETF structure and trading behavior
High level of client interaction with a consultative sales approach
Ability to present quantitative (analytical) and qualitative benefits of ETF investing, as well delineate the unique iShares value proposition
Use creative thinking to target clients and to develop customized sales strategies
Exceed the minimum activity standards
Develop and leverage key internal relationships to aid in providing solutions to insurance balance sheet portfolio managers, investment analysts, asset management product managers and trading desks
In particular, be able to leverage FIG, FIG PM, capital markets, product consulting, fixed income strategy, data team, compliance and other senior iShares sales leaders for client meeting follow-up and new prospect procurement
Manage day-to-day operational duties (manage and track sales lead flow, manage and maintain CRM database, report weekly activities and accomplishments, respond to daily client data requests, etc.)
BA/BS degree required
5+ years of experience in mutual fund or brokerage industry; some insurance industry (general account and variable annuity) knowledge would be preferable
NASD Series 7 and 66 (or 63 & 65) required
Ability to develop relationships with insurers and insurance asset managers and position investment ideas and other value-add services generating sales and assets
High energy, motivated individual, committed to excellence
Strong phone selling skills
Solid presentation skills both on the phone and in-person
Solid MS Office skills, including: Word, Excel, and Outlook. Experience with web-based CRM solutions
Experience with Bloomberg
Strong character references
Clean U-4

FIG Relationship Associate Resume Examples & Samples

Execute FIG’s sales strategy, focusing on solutions oriented-new business development
Understand fully the array of solutions BlackRock has to offer insurers and lead client-focused discussions on these solutions
Develop new client relationships
Manage a portfolio of existing client relationships
Develop and maintain competitive intelligence and senior business contacts in the insurance industry
Interface with client’s C-suite stakeholders, engaging the support of BlackRock’s senior management for assistance
Mentor, coach, and provide leadership to peers
3+ years of relevant industry experience with a proven track record of driving business results
Must be able to demonstrate prior experience designing and executing a business plan and strategy
Experience in a management consulting or strategic sales role preferred
Strong communication skills – ability to communicate complex or new ideas in a clear articulate manner both in written work and presentations to large and small audiences
40% of travel is required

Bilingual Relationship Associate Resume Examples & Samples

Assist Relationship Managers (RM) in the daily management of client’s requests, including but not limited to relationship reviews, managing account opening process, customer due diligence, and credit reviews
Support RM to achieve revenue goal and pursuing of new business opportunities
Become an active and trusted team member in front of the client as part of the Relationship Team
Be a partner with RM to ensure client’s satisfaction
Support in the management of Business as Usual (BAU) clients to ensure client’s needs and requests are covered on a timely basis
Assist in the preparation of materials for presentations and aid in research client and industry news in advance
Participate in client visits as required
Support in the preparation of Relationship Reviews and Account Analysis
Support with cross-sell opportunities by preparing proposals as per client’s needs
Assist clients and RM with completeness of account documentation and Service Agreements
Assist with Fee Schedule preparation for clients and prospects
Account opening process and related administrative matters including review with legal of ownership and other account opening documentation; request of Base and Account numbers, GFCID request in AMC, CADD request, and completion of Account Opening Checklist
Responsible of harmonization of client hierarchy and domicile country in CIS. Coordinate with Financial Control to ensure usage of correct cost center and client hierarchy and with Documentation Unit during the flow of account opening for new and existing clients. Ensure following account opening protocols for ICG and GSG
Support in the Credit Review Process by providing assistance with the completion of Exhibits for Credit Annual Reviews, ACH memo locally approved and Extending Unit Due Diligence (EUDD) Reviews. Including Documentation Checklist, Return on Risk Capital (RORC) or Dashboard, CA Face and Back Pages, Anti-Tying, Franchise-Risk and Early Warning
Support in the request of new credit lines for approved elsewhere and ACH facilities
Support with the documentation update for credit and regulatory purposes including Financial Statements, Certificate of insurance and flood, Promissory Note, Grid Note, etc
Ensure Covenants Checklist monitoring as per client’s Credit Agreement requirement
Assist in daily overdraft approval process and monthly overdraft charges
Monitoring of ACH and wire transfer approvals by RM, Credit Officers and Risk to get approval
Support with completeness of client’s deferral Documentation
Support with real estate clients’ certifications and releases
Support during deal closings
Responsible to process transactions in eDealer
Assist in the collection effort of past due invoices
Provide support with fees monitoring and collections
Effectively manage communication between the Citi’s operational areas, customer service, legal, and compliance to address client related needs including documentation reviews, confirmations, and investigations, pricing discrepancies, investigations and escalated service concerns
Effectively manage communication with Directs Reports to coordinate priorities and escalation of client related matters. Follow up on escalated service issues or client requests to ensure resolution and communication with the client
Other responsibilities related to client management and relationship support can be assigned as required during the course of business
Bachelor's Degree in Finance or Accounting
Candidate must have 2 years of experience in Finance, Accounting or Banking
Excellent verbal communication and writing skills in English and Spanish
Quality and Service oriented Team Player Able to work under pressure
Ability to maintain professional relationships with top management
Flexibility work longer hours
Candidate must feel comfortable in navigating in multiple systems/applications

Relationship Associate, CB, TMT Resume Examples & Samples

Serve as the primary contact for all global transactional banking issues by interacting with treasurers, assistant treasurers, and other treasury personnel from an assigned portfolio of clients and navigating through Citi's extensive network of 100+ countries including providing local relationship manager introductions as needed
Monitor credit allocation throughout the network working with product partners, subsidiary account manager, bankers and credit risk
For CADDs, monitor their progress and renewal through the ECADD system
Work with Analyst and Associates in preparing spreadsheets for periodic support discussions and coordinate the related meeting or call
May support bankers in coordinating relationship reviews or participate in the annual client reviews
Moderate credit skills/experience (e.g. financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) but with good analytical aptitude and desire to learn, sound judgment
Bachelor's degree in business administration, finance, accounting or economics
5+ years transaction banking experience with focus on customer service, cash management, trade or securities services

Icg-relationship Associate Resume Examples & Samples

Preferably with 3 years of experience in relationship management, sales, customer support or similar roles
Knowledge of corporate relationship management, account documentation and essential banking transactions/products is preferred; familiarity with Citi's banking systems would be an advantage
Ability to work both as an individual as well as a team contributor
Self-motivated with keen attention to detail
Highly proficient in using Microsoft Office (Word, Excel, Outlook, Powerpoint)

Relationship Associate Resume Examples & Samples

Internal work experience within Citibank essential
Experience in working with teams to deliver agreed service standards
High level MS skills, especially Excel & Powerpoint
Strong numeracy skills
Foundation understanding of CTS and standard Treasury products

Relationship Associate Resume Examples & Samples

Interpersonal skills / Networking - able to create and sustain good personal contacts within the team and amongst Citi’s product partners
Strong MS Office, Excel Skills
Strong Presentations Skills
Bachelor's degree in Business related fields

GSG Relationship Associate Resume Examples & Samples

Co-ordination of credit requests and approvals as appropriate (Product, PAM teams, CB, CRMS, GIRM, FIRM)
Build a trusted relationship with clients, acting as contact for routine credit requests, navigation of the Citi product and coverage network, problem escalation and resolution, driving customer satisfaction
Leverage the network and product partners to pursue identified opportunities e.g. CTS, FX
Sound knowledge of ICG credit policy
Analytical - Assimilating new information quickly and relating it to the needs of the client base

Relationship Associate Resume Examples & Samples

Daily interaction with Pershing, Sales Staff, External Clients, Controllers, Compliance, CSAM, Traders, Credit Officers, IT
Excellent teamwork, interpersonal and conflict resolution skills
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Private Banking Relationship Associate San Francisco Resume Examples & Samples

Responsible for order execution, processing and settlement of trades on client accounts
Bachelors Degree or equivalent work experience
Series 7 and 66 or 63 Registered
Exceptional written, verbal communication and platform presentation skills
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Senior Relationship Associate Resume Examples & Samples

Must have thorough knowledge of new account procedures and compliance requirements that must be completed in a timely manner
Approves and authorizes ATM and debit cards, Northern Lines, cash advances, checks and certificates of deposit. Is fully capable of taking residential loan applications and can act as a knowledgeable liaison for all credit requests to the proper team or individual
Documents and prepares reports regarding client calls. Analyzes reports and identifies potential problem situations, trends, and improvement opportunities. Initiates changes to processing as needed
Recommends enhancements to unit management, for changes in client account set up, products, or services based on inquiries received
Initiates client communication to add value to the relationship
Keeps abreast of new and existing bank products and services
Keeps abreast of laws and regulations that affect compliance issues and personal banking and services. Understands and applies laws and regulations as they relate to baking products and services

Relationship Associate Resume Examples & Samples

To assist a team of RMs on ALL daily operational issues, OTs for specified portfolio of clients
Special attention to completing KYC/AML/CADD documents for ALL accounts for the team
Responsible for ALL matters relating to account opening
Assist RMs in preparation and coordination of marketing activities
Managing non-borrowing names
Push for asset utilization of customer mainly on trade facilities
The above is not exhaustive and the team/Head will determine the appropriate & relevant work scope from time to time

Relationship Associate Resume Examples & Samples

Highly-motivated and passionate about the alternative investment business, understanding the markets and investing
Excellent personal communication/interpersonal skills
Must be confident, a detail oriented self-starter, extremely well-organized, and able to work on deadline and in a fast-paced team-oriented environment -- being a team player is a critical quality for this role
Experience working with sophisticated institutional and HNW clients, prospective clients, and consultants, and a proven ability to develop new business opportunities
Ability to develop a holistic understanding of our portfolios and investment strategy and articulate our business and convey key messages to clients about our portfolios and the markets
Existing relationships in the Northeast and Canada important
Minimum of 4-6 years of experience in a similar IR/Marketing role within an alternative investment firm, in particular a hedge fund
BS/BA degree required – ideally with an emphasis in accounting, business management or finance
Industry accreditation (CFA or CAIA) is a major plus
Must be proficient with MS Office Suite, including Access, Excel, Word, and PowerPoint, as well as Adobe Acrobat (strong familiarity with use of the Internet and other databases a plus)

Service Relationship Associate Resume Examples & Samples

Self-motivated, quick learner, well organized, patient and detail oriented; able to work under intensive and fast-paced environment
Good knowledge about local environment, basic knowledge about banking transactions and ability to handle customers daily inquiry, transactions, maintenance, service and other logistic arrangements
Strong communication skill and good interpersonal skill, enable to communicate articulately and persuasively with clients and internal partners

Private Banking Relationship Associate Miami Resume Examples & Samples

May perform other duties and responsibilities that management may deem necessary from time to time
Excellent Customer/Client Service skills
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Relationship Associate Resume Examples & Samples

Relationship Management: manage and plan the Bank’s relationships with a portfolio of corporate customers
Sales: cross-sell all corporate banking products and services, including cash management, trade and treasury
Credit Origination: overall responsibility for credit origination and the preparation of CA packages
Credit Maintenance: prepare industry studies in line with GCIB policies, monitor on an ongoing basis customers’ businesses and existing facilities, frequently visit customers and prepare call memos thereafter, conduct Annual Reviews and Classification Memos, liaise with Credit Admin to ensure that all credit terms and conditions are respected (e.g. documentation deferrals and Annual Review dates)
Service: Provide a portfolio of customers (GRB and TTLC names) with world-class service by understanding their businesses, financials, and needs, and how Citibank can provide solutions. People: work closely and effectively with Credit, Operations, Legal, Corporate Finance and the Product Teams in Israel and overseas

Relationship Associate Resume Examples & Samples

Partner with GSG RAMs (Regional Relationship Managers) in the management of a portfolio of client relationships to generate both customer satisfaction and also achieve various business/revenue growth goals. Timely follow-up will be a critical aspect of the job
Partner with GSG RAMs to develop a comprehensive understanding of the clients, and to execute specific account strategies. Become the client expert through developing client relationships and gaining in-depth knowledge of the customers’ business, organization and objectives in order to provide effective client service and support
Joint responsibility, with the RAM, for the management of the regional or global network of SAMs dedicated to client relationships and daily
Proven successful track record in working with external and internal clients
Strong data research capability by using various tools
Good understanding of Citi’s flow products is essential (cash management, trade, FX, loans)
Knowledge of Citi’s credit policies and procedures
Strong track record of working in a highly demanding environment and under pressure
3-5 years of banking experience, preferably in relationship management, account management or customer service areas
Highly motivated, smart and with a can do attitude
Success oriented
Strong MS Office Skills
Strong Relationship skills
Bi-lingual preferred, (English and another European language)
Focused and career oriented
Strong organizational skills, ability to multitask and manage demands from several sources, working within tight deadlines
Verbal and written communication: high degree of accuracy and attention to detail / clarity
Educated to Bachelor or even Master Degree

Relationship Associate, GSG Resume Examples & Samples

Monitor credit allocation throughout the network working with product partners, parent account manager, bankers and credit risk
Work with client and Treasury & Trade Solutions partners in obtaining all necessary support documentation to ensure completion of KYCs as well as LCs
For KYCs, monitor their progress and renewal through the KYC system
Ensure timely resolution and client satisfaction on all financial and operational investigations including credit, foreign exchange, cash management, trade services, etc
5+ years of professional work experience in the financial service industry, specifically within Banking and/or Treasury & Trade Solutions
Prior Treasury & Trade Solutions sales or account management preferred
Strong credit skills/experience (e.g. financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) but with good analytical aptitude and desire to learn. Knowledge of Citi’s credit policies is a requirement
Client services experience. Front office experience preferred
Information resourcefulness and results-oriented
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products is highly desirable
Bachelor’s Degree in Finance or closely related areas of Business Administration
Fluent in Japanese

Service Relationship Associate Resume Examples & Samples

Deliver a best-in-class client experience for the Citi Commercial Bank with a focus on the following core responsibilities
Onboarding – Own the end-to-end onboarding process for new client accounts and credit facility set-up from documentation to implementation
Maintenance - Ensure all client information is updated promptly in all systems to ensure smooth operation of client accounts and facilities
Servicing - Make every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests

Relationship Associate Resume Examples & Samples

Co-ordination of credit requests and approvals as appropriate (Product, PAM teams, GSG, CRMS, etc.)
Demonstrate sound knowledge of ICG credit policies and exercise prudent judgement in managing risks inherent in the business
Global network liaison; co-ordinate routine credit requests from the network and support the network by acting as an integral interface with client head office assisting revenue generation and protection
Leverage the network and product partners to pursue identified opportunities
We are looking for a highly motivated person to support Bankers and thereby assist in driving revenue realisation
Efficient knowledge of technical support systems (CRI, Citivision, CRM, Optima, eCADD etc.)
Analytical - Assimilating new information quickly and relating it to the needs of the client base with attention to detail
Organisational - Work independently and under pressure
Interpersonal skills/Networking - Able to create and sustain good personal contacts within the team and amongst Citi’s product partners
Self-starter - Prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance
Team Player - Being able to work in partnership with other individuals on day-to-day and long term projects

Relationship Associate Resume Examples & Samples

Serve as primary point of contact on assigned group of custody relationships which include monitoring and reviewing account activities involving Domestic Cash transactions, foreign exchanges, overdraft and failed trade resolution
Ability to manage multiple client accounts and projects with varying priorities and deadlines
Process client trade instructions on various security types
Monitor and review account activities involving global and domestic cash transactions
Process foreign exchanges
Process gifts and contributions
Execute activities related to client account openings, account closings and account maintenance
Execute daily account administration activities, process clients’ instructions and follow through with involved departments
Responsible for completeness and integrity of client data on trust accounting system
Assist clients with questions regarding online access
Escalate potential service level issues to his/her Supervisor, Manager, and/or Relationship Manager
Assist with department projects
Ensure service level standards are met
Bachelor’s degree in a business-related field preferred
Exceptional customer service skills
Experienced operating in an environment that stresses both team-based performance and individual accountability
Ability to manage challenging external clients and special situations
Good interpersonal skills with the ability to function effectively in a team environment
Must be able to make decisions quickly and appropriately, sometimes in the absence of detailed instructions
Ability to anticipate service level issues and proactively escalate as needed

Account Relationship Associate Resume Examples & Samples

Initiates company stock trades, mutual fund,
Interacts with partners on a daily basis to receive
1-3 years of operations or trade processing

Relationship Associate Resume Examples & Samples

Responsible for ensuring assignedclient portfolio is kept current with respect to due diligence and anti-moneylaundering compliance (CADD) requirements
Co-ordination of credit requests andapprovals as appropriate
Demonstrate sound knowledge of creditpolicies and exercise prudent judgement in managing risks inherent in thebusiness
Demonstrate the ability to exercise soundjudgement and use initiative, but knows when to refer, ensuring Bankers areable to focus on marketing efforts and revenue generation
Build a trusted relationship with clients,acting as contact for routine requests, navigation of the Citi product andcoverage network, problem escalation and resolution, driving customersatisfaction
Leverage the network and product partners topursue identified opportunities e.g. TTS, FICC
Support Bankers on marketing efforts togrow and protect revenue on a specified portfolio of clients
Highly motivated and experienced person tosupport Bankers and drive revenue realisation
In-depth knowledge of/experience base inall aspects of transactional banking is helpful, with a sound knowledge ofCiti’s product range
Sound knowledge of credit policies
Efficient knowledge of technical supportsystems (CRI, Citivision, CRM, GRR, eCADD etc)
Analytical - Assimilating new information quickly andrelating it to the needs of the client base
Organisational – Work independently andunder pressure
Verbal and Written Communication – Abilityto communicate effectively across the organization
Interpersonal skills/Networking - able to create and sustain good personalcontacts within the team and amongst Citi’s product partners
Self starter - prepared to take theinitiative to follow issues through, whilst exercising judgment as to when toseek assistance
Team Player - being able to work in partnershipwith other individuals on day-to-day and long term projects
Proactive - Identifying situations that could result innew business and developing recommendations tailored to the client

Private Banking Relationship Associate Resume Examples & Samples

Active Series 7, 66 licenses are required
Ability to work under pressure on demanding, time sensitive tasks
Able to build trust driven relationships with relationship managers and clients
Provide time sensitive, deadline driven, high touch support to clients
Knowledge of financial services industry
Knowledge of Netexchange Pro, etc
Bachelors Degree or equivalent work experience Bachelors Degree or equivalent work experience
Active Series 7, 66 licenses are required Active Series 7, 66 licenses are required
Ability to work under pressure on demanding, time sensitive tasks Ability to work under pressure on demanding, time sensitive tasks
Able to build trust driven relationships with relationship managers and clients. Able to build trust driven relationships with relationship managers and clients
Provide time sensitive, deadline driven, high touch support to clients. Provide time sensitive, deadline driven, high touch support to clients
Knowledge of financial services industry Knowledge of financial services industry
Knowledge of industry rules and regulations Knowledge of industry rules and regulations
Excellent teamwork, interpersonal and conflict resolution skills Excellent teamwork, interpersonal and conflict resolution skills
Excellent Customer/Client Service skills Excellent Customer/Client Service skills
Exceptional written, verbal communication and platform presentation skills Exceptional written, verbal communication and platform presentation skills
Strong PC Skills: Microsoft Office including Microsoft Word, Microsoft Excel, PowerPoint Strong PC Skills: Microsoft Office including Microsoft Word, Microsoft Excel, PowerPoint
Knowledge of Netexchange Pro, etc Knowledge of Netexchange Pro, etc

Private Banking Latam Relationship Associate Resume Examples & Samples

Ability to speak and write in Portuguese fluently
MUST HAVE Ability to speak and write in Portuguese fluently
Series 7 & 63 or 7 & 66 or 65 required
2-3 years industry experience required

Private Banking Miami Latam Relationship Associate Resume Examples & Samples

Bachelors Degree or equivalent work experience,
Series 7 & 63&65 or 66 required
Fluent in Spanish required

Relationship Associate Resume Examples & Samples

Operate within the Companies Leadership Standards – drive client value, delivers results, works as a partner, leads changes and acts as an owner. Builds and maintains strong client relationships
Communicate clearly and confidently to express view, ideas and opinions both verbally and in written communication/presentations. Detail oriented and good knowledge of powerpoint
Works well independently and under pressure
Takes initiative. Shows commitment to reaching goals. Demonstrates a profession attitude and flexible working style
Knowledge of economics/business analysis. Facility with excel
Demonstrate sound knowledge of derivatives products and bond offerings, M&A episodics, Forex, leverage loans, LoCs, trade products, and cash management

Icg Relationship Associate Resume Examples & Samples

Excellent team skills and the ability to work effectively with a diverse group of stakeholders at all levels
A recognized university degree with at least 2 years of banking experience
Banking, Accounting & Finance degree will be an advantage

CCB Relationship Associate Resume Examples & Samples

Manage existing base of key client relationships for transaction level support for a pool of Senior Relationship Managers
Primary point of contact with customer for all support related escalations
Handle documentation related to client’s on-boarding with the Commercial Bank and keep the client/RM abreast of the status
Work on customer due diligence (eCADD)/ KYC for new to bank clients as well as annual renewals
Regular liaison with Credit Analysis Unit, Risk and other internal units for follow-ups
Prepare credit proposal for new to bank relationships as well as annual renewal proposals and discuss with seniors on the case
Act as back-up for RM/SRMs as and when needed by the business
Coordinate with Respective teams to conduct CitiDirect / FX Pulse trainings for the clients
X-sell by partnering with product partners – Cash, Trade and Treasury products
Manage Account opening deferral, Credit documentation deferrals, and AIR resolution
Provide active feedback on emerging product needs of customers, competitive practices, and ideas on process/product improvement
2-4 years of Commercial/Corporate banking experience
Experience in a client servicing role in UAE
Basic knowledge of trade, lending, FX and other cash products
Relationship skills and ability to multi-task

Relationship Associate Private Banking Chicago Resume Examples & Samples

Support Private Banking Sales force and their business objectives
Bachelors Degree or equivalent work experience, Series 7 & 63 required. 2-3 years industry experience
LI-AP1*

Relationship Associate Resume Examples & Samples

Serve as point of contact for clients (or prospects) and independently manage all follow-up and/or ongoing deliverables. Communicate and coordinate with other areas within FTCI (Legal, Marketing, Business Development, Operations, Estate Administration, Compliance, Strategic Advisory Group, etc.) in an effort to meet all client deliverables. The Relationship Associate will ensure that all areas of expertise within FTCI are leveraged as necessary to best service client
Handle client requests and process wire transfers, discretionary principal payments, currency transactions, bill payments, deliveries/receipts, and gifts and contributions
Partner with Relationship Managers, Portfolio Managers, and Trust Officers on large and complex family relationships and prospects through the following: administration of accounts, preparation of cash flows, fee reviews, preparation of account summaries, and preparation of customized PowerPoint presentations for use in client meetings, etc
Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives, both short-term and long-term. This may entail attending client meetings with the Relationship Manager, Portfolio Manager, or Trust Officer and participating in discussions about client needs/goals, their circumstances, and making an effort to better understand the clients’ extended family and younger generations. The Relationship Associate should be able to prioritize the client’s needs/goals within the framework of the FTCI business objectives while developing solutions to meet their needs/goals
Review overdraft reports to determine how to rectify income overdrafts. Coordinate with PM to raise cash to rectify principal overdrafts
Responsible for various office management tasks including: calendar management, client meeting coordination, procurement, expense report filing, etc
Maintain marketing budget
Plan and coordinate events
2-5 years of experience in the financial services industry in a client-facing role
Detail orientation, with the ability to multi-task in a fast-paced environment
Ability to manage projects and prioritize tasks in order to meet requested deadlines
A self-motivated demeanor and desire to solve problems
A strong interest in and desire to learn about trust and estates planning, wealth management and Investment Advisory laws/issues/topics
Strong understanding and basic knowledge of industry competitors

Relationship Associate Resume Examples & Samples

New Account Openings - Analyze relevant documents to begin KYC as per account opening checklist. Review and discuss account openings with Relationship Manager, Portfolio Manager or Trust Officers to determine proper administration of account, account type, requirements under state laws, dispositive provisions, beneficiaries and remaindermen, tax situs, GST status, fee analysis, etc. and in order to prepare account opening documents, and ticklers, remittance events and other account maintenance requirements. Perform legal and administrative analysis of new accounts for initial set-up of Administrative Reviews
Coordinate with Tax Department. Identify and coordinate resolution of issues concerning tax matters arising during the course of the administration of personal, corporate or Trust accounts including situs, type of trust, fiduciary tax issues and personal tax issues, and overall tax implications of distributions
Review overdraft report to determine how to cure income overdrafts. Coordinate with PM to raise cash to cure principal overdrafts. Perform analysis of trust income to determine whether 65 Day Rule should be elected. Coordinate same with co-trustee if necessary, and ensure proper remittances
Manage and organize client correspondence (investment objective letters, concentration letters, mutual funds letters, investment programs, etc.)
Prepare client books/presentations
Take phone calls. Backup to other office assistants
Run performance attribution
Administrative duties including managing outlook calendars/setting up meetings, making appointments/set up conference calls, printing reports/filing/scanning/imaging client books, etc
FedEx
Take minutes for TOC/TIC meetings
Assist with investment reviews
Undergraduate degree (preferably in Finance) from a four-year college/university required or equivalent experience
2 years of business experience preferred
Detail-oriented with the ability to multi-task and meet deadlines
Proficient at Microsoft Excel, PowerPoint, and Outlook
Well organized/high organization skills
Tech savvy

Private Banking Relationship Associate Miami Resume Examples & Samples

Bachelors Degree or equivalent work experience, Series 7 & 63 or 66 required
. 2-3 years industry experience
Fluent in Spanish a plus

FIG Relationship Associate Resume Examples & Samples

Support the team on the compliance processes for financial institutions clients (Anti-Money Laundering, Know-Your Customer, and other correspondent banking activity related compliance checkings and approvals)
Ensure timely and diligent completion of all compliance procedures and processes , coordinating relevant internal and external counterparties (i.e. relationship managers, Compliance Division, other relevant business partners and clients)
Support the team in their day to day operational, administrative and organizational issues
Proactively develop relationships with colleagues at all levels within Citi to enhance functional knowledge and resourcefulness
It is prefarable that incumbent is familiar with economic trends and general banking functions
Analytical, diligent and results-oriented person who can multi-task and prioritize
Preferably minimum 1-2 years experience in a banking environment

Relationship Associate Resume Examples & Samples

5-10 years banking experience with solid knowledge of local environment, transactional banking, legal documentation and general banking
Strong Cross Functional Management Skills (Coverage partners, Operations, Treasury etc.)
Broad banking knowledge (Rel, Ops, Tech, Risk, XB, Treasury etc.)
Experience in alliances and partnerships
Existing Credit Skills would be an advantage
Experience, knowledge and network relationships across SSA will be an advantage
Foundation understanding of TTS and standard Treasury products

Relationship Associate Resume Examples & Samples

Demonstrate the ability to exercise sound judgement and use initiative, but know when to refer, ensuring Bankers are able to focus on marketing efforts and revenue generation
Co-ordination of credit requests and approvals as appropriate (Product, PAM team GSG, Bankers, CRMS, GIRM, FIRM)
Develop a sound knowledge of ICG credit policies and ability to exercise prudent judgement in managing risks inherent in the business

Private Banking Relationship Associate Conshohocken Resume Examples & Samples

Support Private Banking(PB) Sales force and their business objectives
Extensive interaction and communication with traders
Daily interaction with Pershing, Sales Staff, External Clients, Controllers, Compliance, Credit Suisse Asset Management(CSAM), Traders, Credit Officers, IT

Relationship Associate Resume Examples & Samples

New Account Openings - Analyze relevant documents to begin KYC as per account opening checklist. Review and discuss account openings with Relationship Manager, Portfolio Manager or Trust Officers to determine proper administration of account, account type, requirements under state laws, dispositive provisions, beneficiaries and remaindermen, tax suits, GST status, fee analysis, etc. and in order to prepare account opening documents, and ticklers, remittance events and other account maintenance requirements. Perform legal and administrative analysis of new accounts for initial set-up of Administrative Reviews
Assist multiple Relationship Managers with the day to day administration of accounts, including preparing presentation books, cash flows, wealth projections, Excel spreadsheets, etc
Remain current on relevant Wealth Management and Investment Advisory laws/issues/topics (domestic and foreign). Maintain a strong knowledge in fiduciary and personal income taxation, accountings, trust and estate law, and all types of financial investments and special assets
1-3 years of experience in the financial services industry with client-facing experience
Knowledge of Monte Carlo simulation model preferred
Trust Administration background and knowledge or ability to review and interpret trust language favorable

Account Relationship Associate Resume Examples & Samples

Confirms incoming/outgoing wires per administrator's request
Open and closes accounts on the trust system; initiates request for vendor identification numbers to update client’s accounts
Maintains cash spreadsheet for closed accounts
Performs WEBEX or face to face Demos on the WCM/TOE systems for new clients
Identifies recurring activity in daily processing that could lead to corporate liability; recommends changes to limit liability
Interacts with partners on a daily basis to receive and communicate information of all aspects of a client relationship
Assists account and relationship manager with special projects as needed
1-3 years of operations or trade processing experience

Relationship Associate, Corporate Finance Resume Examples & Samples

Assist Corporate Finance Heads to expedite origination and execution process
Assist Corporate Finance Heads in producing strategic content (sector and local knowledge) in order to promote strategic dialogue with clients
Partner with Corporate Finance Heads to develop comprehensive understanding of client. Become the client expert through developing in-depth knowledge of the customer’s business, organization, and objectives in order to provide creative ideas and solutions
With the help of the Corporate Finance Heads become knowledgeable in each of the products
2 years of experience in similar jobs
Basic Financial Analysis skills
Knowledge of credit policies and procedures and good understanding of Citi’s transactional products is desirable
Previous internship experience in Investment Banking is a must

Senior Account Relationship Associate Resume Examples & Samples

Provides maintenance and growth on assigned portfolios by cross selling and identifying credit and investment needs of clients. Cross sells bank wide products and services to clients by expanding the personal and commercial banking relationship, Treasury Management
Demonstrates expertise in the setting up all types of client accounts and services. Is a capable of coordinating the creation loan documentation for complex loans with the Loan Documentation Team. Reviews documentation for completeness and follows through to eliminate documentation deficiencies relating to loans and deposit accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
Is called upon to share expertise in the loan and deposit area of the bank and trains others as designated by the team leader. As a member of the relationship servicing team, can act as a resource for the entire GFO group, in servicing highly complex GFO relationships
Keeps abreast of all new products and services to respond to client and GFO custody partner’s questions and to assist in selling services
Sets up revolving credits, term loans, and various other commitments on the loan systems using a computer terminal to extract pertinent information
Assists in preparation and completion of reports. Reviews and corrects divisional reports such as loans outstanding, balances, fees, profit performance, expenses, and calls made. Responsible for receiving all scheduled payments of principal, interest and fees within the expectations set by credit policy. This includes ongoing direct communication with the client as well as an in-depth understanding of the loan system in order to resolve administrative errors
3 - 5 years of related experience in bank operations or office environment and a minimum of three years as a Banking Relationship Associate

Ccb-relationship Associate Resume Examples & Samples

Client Onboarding – Own the end-to-end onboarding process for new client accounts and credit facility set-up from documentation to implementation
Account Maintenance - Ensure all client information is updated promptly in all systems to ensure smooth operation of client accounts and facilities
Client Servicing - Make every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests
2 - 3 years of experience in banking industry of which 1 year experience in client management
Trade Operation exposure preferred
Ability to work and follow through on issue and track for closure independently with minimum supervision
Be enthusiastic, self-motivated, dynamic and a good team player
Be flexible to accept any other challenges or task within the organization
Proficient in PC applications

Relationship Associate Resume Examples & Samples

Work with client and GTS partners in obtaining all necessary support documentation to ensure completion of CADDs as well as LCs
Provide support in reviewing revenue and tracking via Citivision, following through on any discrepancies
Strong attention to detail and follow-up skills
Understanding the bank's credit culture, adhering to credit policies and guidelines, and documenting and justifying exceptions, where appropriate
Series 79 and 63 is a plus (not required)
7+ years transaction banking experience with focus on customer service, cash management, trade or securities services

China Corporate Bank Relationship Associate Resume Examples & Samples

3-years’ experience in banking industry
Well-organized and quick to deliver
Familiar with operational practice and local regulation
Fluent oral and written English

Private Banking Americas Relationship Associate Dallas Resume Examples & Samples

Support PB Sales force and their business objectives
Resolve client inquiries regarding securities quotes, account balances, activity, and documentation, statement information, and general product and/or service information
Resolve client complaints, inquiries, and discrepancies. Research and initiate corrections to transactions and/or account errors. Ensure timely resolution of issues
Daily interaction with Perishing, Sales Staff, External Clients, Controllers, Compliance, CSAM, Traders, Credit Officers, IT

ICG SG Fi-relationship Associate Resume Examples & Samples

Working knowledge of banking products such as cash/capital markets/custody
Candidates with working experience of customer relationships will have an added advantage
A recognized university degree and banking experience

Relationship Associate Resume Examples & Samples

Assist multiple Trust Counsel and/or Estate Administrators with the day-to-day administration of decedents’ estates including preparing presentation books, cash flows, wealth projections, Excel spreadsheets, etc
Interact with clients and/or outside counsel and independently manage all follow-up and/or ongoing deliverables. Communicate and coordinate with other areas within FTCI (Legal, Marketing, Business Development, Operations, Compliance, Strategic Advisory Group, etc) in an effort to meet all client deliverables
New Account Openings - Analyze relevant documents to begin KYC as per account opening checklist. Review and discuss account openings with Trust Counsel or Estate Administrator to determine proper administration of account, account type, requirements under state laws, dispositive provisions, beneficiaries and remaindermen, tax suits, GST status, fee analysis, etc. and in order to prepare account opening documents, and ticklers, remittance events and other account maintenance requirements. Perform legal and administrative analysis of new accounts for initial set-up of Administrative Reviews
Coordinate all aspects of estate terminations and account closing in coordination with our Trust Counsel, Investment Officer and Tax Department
Provide support to the Estate Administrator in making distributions, wire transfers, bill paying and other actions related to the estateadministration process
Initiate processing of wire transfers, discretionary principal payments, currency transactions, bill paying, deliveries/receives and gifts & contributions
Ensure monthly bills are properly allocated for payment
Assist with general office management tasks such as filing, faxing, ordering supplies, distributing mail and handling bill paying matters
Create, maintain, and use database or other electronic or paper document management systems, legal files and other fund records
Research as directed, provide support for any litigation or regulatory reviews
Draft correspondence, design processes for coordinating among internal groups, create and maintain internal policies and procedures; and
Work on special projects with team and/or attorneys
[1 - 3 years of experience in the financial services industry or legal industry in a client-facing environment – ideally in a trust administration, corporate legal, or compliance department or law firm;]
Proven ability to work in a fast-paced environment with multiple (and sometimes competing) deadlines
Strong detail orientation with superior organization skills, with the ability to effectively handle various projects and deadlines and prioritize tasks
Efficiently and effectively solve problems, demonstrating strong administrative and organizational skills, sound judgment, and personal initiative
Strong interpersonal, collaborative, and teamwork skills
Demonstrated ability to interact with clients and build new client relationships
Ability to maintain confidentiality and handle sensitive client account information
Excellent verbal and written communication skills, including writing, editing and proof-reading
Proficiency with Microsoft Office Applications - Word, Excel, Outlook, PowerPoint, SharePoint and other database applications

Account Relationship Associate, GFO Banking Resume Examples & Samples

Provides maintenance and growth on assigned portfolios by cross selling and identifying credit and investment needs of clients. Cross sells bank wide products and services to clients by expanding the personal and commercial banking relationship, Treasury Management, NTSI, etc. Interviews potential loan clients and follows through with application process. Generates new business by selectively making calls based upon special product promotions
Sets up various types of client accounts and services. Coordinate the ordering of loan documentation with the appropriate support areas. Reviews documentation for completeness and follows through to eliminate documentation deficiencies. relating to loans and deposit accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
Interacts with partners in various areas in operating to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries. Acts as a resource for the entire Wealth Management group and a member of the relationship servicing team for highly complex Wealth Management relationships
2 years of related experience in bank operations or office environment

Citigold Relationship Associate Resume Examples & Samples

Participate in and sometimes lead the ‘daily huddle’ before branch opening
Support and service firm initiatives
Perform other duties, as assigned by management
NMLS registration; Safe Act compliant
Positive spirited spirit, enteric energetic and enthusiastic
Ability to establish relationships and partner effectively
Demonstrated ability to identify client needs in order to close appropriate sales and deepen relationships in a fast-paced environment
Ability to prioritize tasks and activities to maximize daily effectiveness; Ability to multi-task
Ability to execute end-to-end client issue resolution and enhance the relationship through effective ownership, follow through and follow-up
High degree of precision: Ability to efficiently and accurately process multiple and large transactions
Ability to problem solve and analyze data with demonstration of attention to detail
Proficiency in utilizing systems, MS Office, web based and other desktop applications
High level of integrity and commitment to maintaining confidentiality with respect to the client and the franchise
Minimum of 5 years financial service industry experience
A plus

Account Relationship Associate Resume Examples & Samples

If requested, performs depository duties, loan processing, and documentation and/or pays and monitors overdrafts, contacting clients as required
Ensures that revolving credits, term loans, and various other commitments on the loan systems are set up accurately
Supports banking relationship managers in marketing efforts and initiatives
When applicable, arranges and attends client and prospect meetings to support banking relationship managers
When necessary, serves as an absence replacement at the reception desk or at a banking desk
1 - 2 years of related experience

Customer Relationship Associate Resume Examples & Samples

Review, Clean and Process customer orders in the PeopleSoft ERP system in accordance with guidelines, work instructions, contractual and audit requirements. Manage Holds, Return Material Authorisations, Credit Notes and Invoice Requests
Provide international pre-sales and logistics support to our WW Direct Channel Partner customer base. Train Partners on how to place clean orders
Support the team in any way necessary to service Direct Partners
Work with Sales, Services, Logistics, Auditors, Finance, Engineering, Supply Management, and Manufacturing to resolve customer inquiries and drive process improvements
Pay close attention to detail, well organized, good follow- through skills –aggressively brings issues and outstanding items to closure
Maintain a high degree of customer focus, also during busy periods
Provide order status, data analysis, and reporting as required
Represent the team in internal and external meetings
Maintenance and entitlement process knowledge for products

Private Banking Americas Relationship Associate Resume Examples & Samples

Heavy utilization of phone to handle client needs
Special projects as required: i.e. Tracking revenue; Client specific worksheet report preparation; Review/Research industry reports; Compare/Contrast various investment options for advisors/clients
Bachelors Degree or equivalent work experience, Series 7 & 63 required

Corporate Banking Relationship Associate Resume Examples & Samples

Support Senior Bankers in the coverage of a dynamic portfolio of corporate clients
Conduct due diligence, credit and financial analysis applying all relevant policies as required by the Bank and Local Regulator
Support the Team on the compliance processes (Anti-Money Laundering, Know-Your Customer, and other related compliance checkings and approvals)
Ensure timely and diligent completion of all compliance procedures and processes, coordinating relevant internal and external counterparties (i.e. Relationship Managers, Compliance Division, other relevant business partners and clients)
Contribute to origination and execution of financing and banking transactions from the assigned client portfolio
Follow up local and global economy as well as the target industries and companies and be ready for the relevant analysis and actions
Work effectively with cross-functional and cross-regional internal deal teams in delivering banking and financing solutions to the client portfolio
Cultivate cross-selling opportunities for the various banking products and services to the assigned client portfolio

Senior Relationship Associate Resume Examples & Samples

Five plus years of service support or administrative assistant experience with strong client focus
Prior work experience in comparable functional area with support of field sales/relationship-oriented team
Strong working knowledge of Treasury Management products and services
High School Diploma or equivalency required. Associate Degree or higher in related field or equivalent professional work experience preferred
Advanced PC technical competencies (Microsoft Office word processing spreadsheets graphics etc.) and Internet navigation skills
Demonstrates excellent written verbal and interpersonal communication skills
Strong attention to detail organizational and time management abilities
Ability to establish and maintain effective working relationships amongst team members business/support partners and senior level management
Ability to mentor and guide more junior Relationship Associates as needed preferred
Self-motivated and proven ability to be proactive and anticipate needs of team
Knowledge and understanding of more complex business principles

Private Banking Relationship Associate Resume Examples & Samples

Support Private Banking (PB) Sales force and their new business objectives
Provide any needed administrative and clerical support to PB Sales force, including documentation,mailings, creating and maintaining client and prospective client files, mass mailings, event planning etc
Perform intensive market research in order to track new leads and follow up
Create investment proposals and asset allocation proposals using Andromeda and other reporting tools
Create pitch book presentations and materials for prospect meetings
Become expert on various analytical and reporting tools, such as Andromeda, Lockwood, Bloomberg, etc
Use discretion in managing time with prospective client meetings, analytical work, and research
Special projects as they arise
Undergraduate degree in business preferred
1-3 years Sales or Marketing experience preferred

Ccb-relationship Associate Resume Examples & Samples

2-3 years of experience in banking industry of which 1 year experience in client management
Trade Operation exposure is preferred
Analytical and meticulous towards work; ability to work and follow through on issue and track for closure independently with minimum supervision

Relationship Associate Private Banking Chicago Resume Examples & Samples

Support Private Banking (PB) Sales force and their business objectives
Special projects as required
Series 7 & 63 required
2-3 years industry experience

Account Relationship Associate Resume Examples & Samples

Performs depository duties, and documentation and/or pays and monitors overdrafts, contacting clients as required
Perform internal audits on a monthly and quarterly basis to ensure policy and regulation compliance
Assists in preparation and completion of reports
1-2 years of related experience

Customer Relationship Associate Resume Examples & Samples

Review and solve issues with orders from our partners or our database of assets
Up to 2 years’ experience
Experience (internship) in an international environment
Excellent oral and written English language communication skills
Interpersonal skills in a customer-facing role
Order management/administration
ERP/CRM Software (e.g. Oracle, SalesForce.com, Siebel)

Account Relationship Associate Resume Examples & Samples

Prepares account analysis for the banking, investment and trust relationship managers or clients. Interpret documents at the request of the relationship manager and make recommendations based off discoveries. Interacts with partners on a daily basis to receive and communicate information on all aspects of a client relationship. Keeps abreast of all new products and services to respond to client questions and to assist in selling services
Participates in client and internal meetings as frequently as directed by the banking, investment and trust relationship managers. Responds directly to client inquiries and initiates client contact when appropriate
Teaches and trains other divisional personnel and works to help cross train team members in the various disciplines (banking, investment and trust)
3-5 years of banking, investment and trust related experience

Relationship Associate Resume Examples & Samples

Responsible for ensuring Almaty client portfolio is kept current with respect to due diligence and anti-money laundering compliance (CADD) requirements
Co-ordination of credit requests and approvals as appropriate
7+ years` of banking experience
Relevant experience in credit risk, relationship management, financial analysis
Knowledge of banking regulations and products
Fluent English (oral/ written)
Ability to effectively problem solve
Flexibility of approach and can do attitude

Ccb-relationship Associate Resume Examples & Samples

To deliver a best-in-class client experience for the Citi Commercial Bank with a focus on ensuring timely updation and processing of all client information and making every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests
Proactively manage a portfolio of CCB Client relationships
Providing clients with customized solutions/services to manage their businesses with greater efficiency
Partnering with the operations team/clients on process re-engineering initiatives, thereby contributing to increased operational efficiencies
Partnering with the Relationship Managers and Product Sales Managers to boost cross-sell and drive increase in share of wallet
Take complete ownership of client servicing issues and facilitate their resolution
Periodic client calling and face-to-face client service reviews to take customers' feedback
Problem solutioning, understanding clients’ business and requirements and ensuring right housing in an appropriate internal client category
Effectively handling designated credit and KYC responsibilities
In-depth knowledge of CTS products especially Cash & Trade
Strong client communication and relationship skills
Excellent interpersonal skills to work effectively with clients and internal teams
Self-starter with a passion for driving results with persistent follow-ups

Customer Relationship Associate FTC Resume Examples & Samples

First point of contact for service orders placed by the partners in your assigned sales region
Work with other Polycom departments: Sales, Logistics, Auditors, Finance and Project Managers
Work within the context of contractual, audit and international trade requirements
Excel working knowledge
Pressure-resistant
Flexible during busy periods (end of the financial quarter)

Icg-relationship Associate Resume Examples & Samples

Manage CRI operations memo referrals and any approval requests raised by operations
Liaise with the approving/control unit for credit lines allocation and preparation of letters of offer
Coordinate account opening/maintenance (including pricing updates)
Compliance and controls such as COB, quarterly MCA, KYC tracking and monitoring
Participate in new initiatives/ad hoc projects to improve work efficiency and processes
Support Relationship Managers on major deals execution and client onboarding
At least 2-3 years of banking experience in areas such as customer service, front office or operations
Self-starter with strong interpersonal and communication skills, diligence and has an eye for details
A team player with positive attitude and able to work under pressure

Ccb-relationship Associate Resume Examples & Samples

Client Onboarding - Own the end-to-end onboarding process for new client accounts and credit facility set up from documentation to implementation
2-3 years of experience in a banking industry with minimum of 1 year experience in client management
Trade Operation exposure is essential
Strong analytical skills and meticulous in quality of work
Ability to work and follow through on issues and track to closure independently or with minimum supervision
Enthusiastic, self-motivated, dynamic and a good team player
Flexible to accept challenges or tasks within the organization

Relationship Associate Resume Examples & Samples

Understand the dynamics of the local financial markets, banking industry and regulations and their impact on our clients
Maintain wallet sizing metrics across all products for MNC client base in Australia and New Zealand
Produce monthly portfolio reviews on client credit quality, product flows, margin analysis and revenue realisation on deal pipeline
Respect for compliance & control
Lateral Thinker
Planning & organization
Teamwork & communication
Influence & persuasiveness
Proactive, success & results oriented

Relationship Associate Resume Examples & Samples

Works with the Trust Counsel, Estate Administrators, Relationship Managers, Portfolio Managers and Trust Officers on large and complex family relationships and prospects through the following: administration of accounts, preparing and coordinating estate plan summaries, preparation of cash flows, fee reviews, preparation of account summaries, preparation of customized PowerPoint presentations for use in client meetings, etc
Provide support to the Estate Administrator in making distributions, wire transfers, bill paying and other actions related to the estate administration process
Draft correspondence, design processes for coordinating among internal groups, create and maintain internal policies and procedures
1 - 3 years of experience in the financial services industry or legal industry in a client-facing environment – ideally in a trust administration, corporate legal, or compliance department or law firm

Relationship Associate Position Resume Examples & Samples

A minimum 1 year of related experience
General financial service industry experience
Series 6 or 7 Registration
MS Office (Word, Excel, PowerPoint)
Series 63 or 66 license

Account Relationship Associate / Receptionist Resume Examples & Samples

Greets visitors and performs reception “triage” as to the best way in which to handle / interact with guests, vendors, etc
Utilizes various types of software and shipping applications in order to support all office staff with bill payments, mailing and shipping support, calendaring, research, etc
1-2 years of Teller experience is needed as well as excellent client servicing skills

Senior Relationship Associate Resume Examples & Samples

Adheres to and supports Key’s compliance culture. Acts as resource to the Team for all DDA-related compliance matters. Promptly provides requested information for C-CAP and other internal/external audits
Works in tandem with Relationship Managers and Credit partners to ensure daily resolution to client’s overdrafts and insufficient funds. Understands the intricate details associated with various GTM products and ability to discover root cause of issues and ensure resolution
Coordinates set-up of new and conducts maintenance or closing of existing DDAs. Performs maintenance to RPM Analysis. Partners with Treasury Management and Retail partners as needed
Responds to routine and complex client inquiries and resolves/refers to appropriate support partners. Submits SRTS or TGS2 requests for DDA or general service needs. Coordinates follow-up with Internal Support and clients, as appropriate, to ensure prompt and accurate completion/resolution of service requests
Facilitates system maintenance to ensure proper portfolio assignments (i.e., CE Desktop, CRISP, CAT, CuCu, etc.). Supports Team’s Desktop and other client-relationship reporting (CE Desktop activities, pipeline, referrals). Acts as “CE Desktop Champion” and helps RMs navigate successfully through the system
Works with Team and product partners to proactively identify and capitalize on additional cross-sell opportunities with new and existing clients. Regularly shares best practices and success stories to assist peers and other Team members with cross-sell opportunities
Helps to lead and assist in data integrity clean-up efforts as requested
Completes wire requests according to established LOB procedures
Assist Team in preparation of Relationship Reviews, Pitch Books, Proposals, Term Sheets, etc., as needed
Assist Team in call preparation, preparing agendas and sales proposals, and initiating follow-up correspondence as requested
Supports sales management activity and reporting, including preparing materials for staff/sales meetings, report error research, etc. Coordinates meetings and scheduling, delivers on equipment requirements and organizes proper room setup, as needed
Handles all telephone and written communications in a professional manner
Copies financial statements and sends to Portfolio Administration Group. Partners with Services Team to copy loan documents for distribution
Sorts and distributes incoming mail and coordinates outgoing mailings/shipments
Monitors and orders supplies and marketing materials. Orders office equipment and oversee its installation
Coordinates various client entertainment events, often involving partnering with other Community Bank LOBs (KPB, BB and Retail)
Performs other duties/projects as requested
Prior work experience in comparable functional area – one with support of field sales/relationship-oriented team
High School Diploma or equivalency required. Associate Degree or higher in related field or equivalent professional work experience, preferred
Advanced PC technical competencies (Microsoft Office word processing, spreadsheets, graphics, etc.) and Internet navigation skills
Demonstrates excellent written, verbal and interpersonal communication skills
Strong attention to detail, organizational and time management abilities
Ability to establish and maintain effective working relationships amongst team members, business/support partners and senior level management
Ability to mentor and guide more junior Relationship Associates as needed, preferred
Knowledge and understanding of more complex business principles (i.e., Commercial lending concepts, etc.)

Account Relationship Associate / Receptionist Resume Examples & Samples

Greets visitors and performs reception triage as to the best way in which to handle / interact with guests and vendors
Utilizes various types of software and shipping applications in order to support all office staff with bill payments, mailing and shipping support, calendaring and research
1-2 years of reception experience is needed as well as excellent client servicing skills

Account Relationship Associate, Instl Tr Resume Examples & Samples

Initiates company stock trades, mutual fund, commingled fund NTQA, GIC, limited partnership, and Northern Fund trades through appropriate bank areas
Completes rebalancing of funds for Defined Contribution and Defined Benefit Clients per client''s standing letter of direction
Responds to client requests for account information or initiates transactions requested by client or administrators. Assists account orrelationship manager with transactional/events related to cash
Confirms incoming/outgoing wires per administrator''s request
Open and closes accounts on the trust system; initiates request for vendor identification numbers to update clients accounts
Maintains documentation and procedures for processing client accounts

Assistant Relationship Associate, PCA Banking Resume Examples & Samples

Assists personal bankers in closing accounts by completing administrative and government forms and records, ensuring that all accrued interest is posted and making the final withdrawal for the client
Completes daily maintenance to client accounts such as, change of address, check and cash station reorders, ordering copies of statements and 1099''s, changing type of account, and setting up direct deposits
Processes client requests by mail such as, mail by deposit, transfer and wire funds, and cancellation of automatic withdrawals
Researches and resolves account problems by communicating to partners on check encoding errors, deposits not credited, interest adjustments, etc
Follows-up with clients on inquiries that have been resolved
Initiates wire transfers by completing initial forms and verifies fund availability
Completes loan documentation by completing loan set-up sheets
Completes check cashing procedures by positively identifying a non-client through special identification
Directs the workflow for the personal banking unit such as, coordinating arrangements for reception coverage, back up support to the unit, etc
Services walk-in clients by opening/closing accounts, answering questions on general inquiries, and assisting with loans and referrals

Ccb-relationship Associate Resume Examples & Samples

Client onboarding – own the end-to-end onboarding process for new client accounts and credit facility set-up from documentation to implementation
Account Maintenance - ensure all client information is updated promptly in all systems to ensure smooth operation of client accounts and facilities
Client servicing - make every service engagement a wow experience for clients through ensuring sincere, timely and effective completion of client’s service requests
Trade operation exposure preferred

Relationship Associate Resume Examples & Samples

Bachelor degree
Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment
Detail oriented with ability to work independently and prioritize workload
Demonstrates a high level of integrity and professionalism
Economic/financial educational background or working experience
We are looking for a highly motivated and experienced person to support Bankers and drive revenue realization
Experience in transactional banking, basic credit knowledge, banking operations, especially with Citibank would be an advantage
Proactive-Identifying situations that could result in new business and developing recommendations tailored to the client
Verbal and Written Communication – Strong communication skills (English and Hungarian)
Self-starter-prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance
Ability to gain a strong command of internal systems (eCADD, Citivision, AMC, Citidocs, InfoCiti, ContractManager, P2P, Citi Travel & Expense)

Citibank Berhad Pg-relationship Associate GSG Resume Examples & Samples

Bachelor Degree in any field
A good understanding of basic banking products and services
Knowledge in Transaction Services - Cash Management, Trade or Electronic Banking will be an added advantage
Previous working experience at a bank or in customer service (after sales service) would be advantageous
Strong interpersonal and communication skills, oral and written
Client focused and possesses genuine interest in client servicing. Able to develop positive professional relationships with client, at varying levels seniority (end-users, influencers, and decision-makers)
Self-motivated, able to multitask and work proficiently in teams
Effective in working cross functionally and cross-culturally (inter- and intra-regionally)
Good computing skills, familiarity with common software and technology
Compliance familiarity to perform within departmental and compliance procedures and standards
Understanding of the needs of the client stated and unstated

Corporate Banking GSG Relationship Associate Resume Examples & Samples

University degree (MBA /Master degree is an additional asset)
Strong skills in MS Office tools – Word, Excel, Power Point
A high level of customer orientation (internal & external)

Relationship Associate, Agri-morrinsville Resume Examples & Samples

A background in Agri or business banking with credit skills highly advantageous
Experience in banking, accounting, law or engineering
Prior experience in a customer delivery role

Relationship Associate, Agri-invercargill Resume Examples & Samples

A background in Agri or business banking with credit skills highly advantageous Ability to understand financial accounts, budgets, and cash flow requirements
Experience in Banking, Accounting, Law, or Agri industry. Alternatively rural experience
Ability to understand financial accounts, budgets, and cash flow requirements

Service Relationship Associate Resume Examples & Samples

For CCB, that means a partner who provides creative client solutions and acts with integrity
Resilient: The determination and confidence in self to forge onward and reimagine failure along the way
For CCB, that means a negotiator who closes sound deals while deepening existing relationships
Generosity of spirit: Want to help more than just themselves
For CCB, that means a unifier who builds trust by understanding different perspectives
A deep expertise in Citi’s credit policies and products, as well as CCB’s Global Risk Framework, and the ability to identify prospects that best fit this platform
Hold a Bachelor degree or above

Relationship Associate Resume Examples & Samples

Daily contact with corporate clients answering client’s queries, routine credit and ad hoc requests; problem escalation and resolution
Management of internal processes related to corporate clients’ portfolio
Control of credit lines system, loans booking, monitoring, draw-down requests, collateral monitoring and credit maintenance generally
Responsibility for simple credit documentation amendments and credit review workflow management
Completion of account opening documentation forms including KYC form etc
Effective management and control of AML and compliance related issues including corrective actions
Handling clients’ correspondence
Fluent verbal and written English
Minimum 3 years in banking
Solid knowledge of/experience with transactional banking and other Citi products and services
Basic credit knowledge and familiarity with ICG credit policy
Excellent knowledge of MS Office (Word, Excel, PP)
Efficient knowledge of technical support systems
Excellent verbal and written communication both in Czech and English; ability to communicate effectively across the organization
Interpersonal skills&networking; ability to create and sustain good personal contacts within the team and with the product partners
Team player being able to work in partnership with other colleagues on daily agenda as well as long term projects

Relationship Associate, Agri-tauranga Resume Examples & Samples

Passion for the Agri sector is essential along with a background in Accounting, Finance, Economics, Agribusiness or similar or, CA qualified
Tertiary qualification in ideally an Agri (or financial) discipline or previous financial/lending experience
Sound understanding of the structuring of security arrangements
Negotiation skills, sales experience and the ability to recognise opportunities is a plus

Relationship Associate, France Resume Examples & Samples

Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering compliance (KYC) requirements which involved establishing relationships with clients to perform AML calls on Foreign Correspondent Banks
Demonstrate the ability to exercise sound judgement and use initiative, but knows when to refer, ensuring autonomy as well as benefiting from Bankers’ support
Global network liaison; co-ordinate routine requests from the GSG network and support the network by acting as an integral interface with Bankers and clients head office
Co-ordination of credit requests and approvals as appropriate in partnership with Bankers, FI Risk Management and CRMS teams
Demonstrate knowledge of ICG policies (credit/KYC/AML) and exercise prudent judgement in managing risks inherent in the business
We are looking for a highly motivated person to support Bankers and drive revenue realisation
Efficient knowledge of technical support systems (AMC, Citivision, CitiKYC, CitiRisk etc)
Fair understanding of financial information and corporate structure
Knowledge/experience in transactional banking
Educated to degree level (or equivalent experience) with a minimum of 2/3 years of work experience
Language skills: Fluency in English, working proficiency in French
Organisational – Work independently and under pressure
Verbal and Written Communication – Ability to communicate effectively across the organization
Interpersonal skills/Networking - able to create and sustain good personal contacts within the team and amongst Citi’s product partners

Relationship Associate Resume Examples & Samples

Undergraduate Degree from a four-year college/university or equivalent experience
Ability to review and interpret trust language
Detail-oriented with the ability to multitask and meet deadlines
Ability to work in a team-oriented environment while balancing the needs of the client
Knowledge of Monte Carlo simulation model

GSG Relationship Associate, Algeria Resume Examples & Samples

Assist GSG Bankers to establish trusting relationships with clients
Understanding of how to evaluate risks
Assist GSG Bankers with account openings and administration of portfolio of names
Assist GSG Bankers in profiling clients by linking up with the parent teams to generate relationship information and also support the Banker in preparing for a call and do the follow-up where appropriate
Update and maintain Bank records (Citivision, CRM, eCadd, Cpack)
Review transactions for compliance with policies (e.g. KYC) and ensure adherence to policy / legal requirements
Assist in the regularization of discrepant documentation
Strong Research capability through various applications to obtain data
Disciplined and punctual
Bachelor Degree

Relationship Associate Resume Examples & Samples

Experience working in a commercial and/or agri environment is advantageous
Strong interpersonal and relationship building skills
Prior experience in developing strong relationships in a customer delivery role

Relationship Associate Resume Examples & Samples

A background in Commercial, Law, Accounting, or Banking is advantageous
Must have financial analysis skills ((budgets, cashflow requirements etc)
Negotiation skills, sales experience and the ability to recognize opportunities is a plus

GSG Relationship Associate, Sweden Resume Examples & Samples

Partner with GSG SAM / RAM / GSG Nordic Head in the management of a portfolio of SAM and RAM client relationships to generate both customer satisfaction and also achieve various business/revenue growth goals. Timely follow-up will be a critical aspect of the job
Partner with GSG SAM / RAM / GSG Nordic Head to develop comprehensive understanding of client, and to execute specific account strategies. Become the client expert through developing client relationships and gaining an in-depth knowledge of the customer’s business, organization, and objectives in order to provide effective client service and support
For RAM accounts, responsible jointly with RAM for management of regional or global network of SAMs dedicated to client relationship and daily co-operation with PAMs’ and product teams
Support GSG Nordic Head with monthly CCO (important stakeholders for each Nordic country) reports including pipeline statistics and revenue analytics
Responsible for account opening and account management processes, where there is no TTS Account Manager assigned
Responsible for overseeing ongoing implementations and managing those processes jointly with the assigned teams
Support execution of client solutions, display ability to manage internal process where there is no direct product support
Assist SAM / RAM in profiling clients by linking up with the parent teams to generate relationship information and also support the Banker in preparing for a call and do the follow-up where appropriate
Concise understanding of the clients treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support, wallet sharing, bank group etc)
Work closely with SAM / RAM on AML issues and provide ongoing assistance with monitoring of Cash and unusual transactions
Have a strong understanding of MIFT procedures internally, to become co-repository of knowledge to assist with controlled processing of MIFT payments
Update and maintain Bank records (Citivision, CRM, eCadd, CDMS/CIS)
Respond to client requests and resolve account related problems and work with service providers to resolve specific problems
Do client call reports and conduct site visits to client premises
Act as a back up to SAM / RAM
Team work is a critical success factor for this job
Should have the experience with Citi’s KYC and account opening processes
Positive track record of working in high demand environment and under pressure
Highly motivated, smart, with can do attitude who want to grow in the job
Strong Relationship Skills
Verbal and communication: High degree of accuracy and attention to detail / clarity
Proactive working style with keen attention to details
Fluent in English (written and spoken), preferably Swedish

Relationship Associate Resume Examples & Samples

Experience/background within Agri or Rural sector is advantageous
Ideally has a degree qualified in Accounting, Finance, Economics, Agribusiness or similar, or CA qualified
Experience in Banking, Accounting, Law, or Agri industry – alternatively, rural experience from fertiliser, stock agents, and dairy companies

Commercial Bank Relationship Associate Resume Examples & Samples

Understands the credit approval process and moves requests up the credit chain; acts as the primary interface for coordination and execution of routine credit requests and approvals
Monitors usage on credit lines on credit lines and recommends efficiencies as required; responds to credit availability queries, manages override requests
Administers the CA; ensures lines of credit are correctly set up, commitments booked, etc
Supports the negotiation of credit documentation requirements
Effectively uses technical support systems (Salesforce, eCADD, etc)
Ensures assigned client portfolio is kept current with respect to due diligence and anti money laundering compliance (CADD) requirements
Shares best practices, knowledge, innovation and problem-solving
Identifies solutions to client needs and plays a key role in driving customer satisfaction
Demonstrates a detailed understanding of clients’ current banking relationship, their business and their operations
Participates in annual review process for client portfolios

Lending Services Relationship Associate Resume Examples & Samples

Proven ability to successfully assess and interpret financial statements to assist in understanding and corroborating customer challenges and issues
Relevant tertiary qualification in management or a financial/legal discipline and/or previous credit/recovery/commercial experience in the Banking industry
Knowledge of security, accounting, and commercial law practices
Demonstrated ability to identify mutually beneficial solutions for both the customer and the Bank
Experience in developing sound relationships in challenging situations and at times, a risk adverse environment
Experience in producing professional reports
Agri experience, although not required would be useful

GSG Relationship Associate, Morocco Resume Examples & Samples

Assist GSG Bankers in the management of a portfolio of client relationships to generate both customer satisfaction and also achieve various business/revenue growth goals. Timely follow-up will be a critical aspect of the job
Partner with GSG Bankers to develop comprehensive understanding of client, and to assist GSG Bankers to execute specific account strategies. Become the client expert
Understanding of how to evaluate risks (credit, market and operational risks)
Assist GSG Bankers with account opening, AML queries and administration of portfolio of names
Demonstrate an understanding of products and have working knowledge of local markets and financial markets relevant to the client base
Update and maintain Bank records (Citivision, CRM, CitiKYC, Citirisk/CAT, AMC, AIR)
Act as client contact point in the absence of the GSG Banker
Team work is a critical success factoring this job
Should have the knowledge of Citi KYC requirements,
Basic Financial Analysis
Highly motivated, smart, with “can do” attitude who want to grow in the job
Bi-lingual (French/English) is a must
1 or two years of experience in the same line of business is preferable

Relationship Associate Resume Examples & Samples

To have an in-depth knowledge of the client’s industry, business, management structure and management team, maintaining accurate credit/client files of the clients and all the other documentation necessary under the bank’s Know-Your–Client policy
To evaluate the client’s specific needs and work with other units of the bank on adjusting the solutions offered to clients to assure seamless, high quality delivery of the bank’s products and services meeting specific client needs
Have direct P&L and relationship responsibility for own portfolio of low-maintenance clients
To establish and maintain required client records (Call Memos, Deals Pipeline etc.) in relevant corporate bank systems (CRM, CV, etc.) and support Bankers with loan booking process in eDealer
In coordination with Products partners and other units to implement/bring to closure deals originated and sold by Bankers to clients
To support Bankers
And BSU/KYC Analysts in preparation of client KYC documents
In credit function (coordinate with Risk, follow risk procedures – corporate and local)
And Product teams, when needed, in responses to client RFPs
To back-up Bankers in managing the client relationships during his/her absences
To support Business Unit management function (periodic business reporting, presentations, industry/market studies, specific projects etc.)
To engage in resolving client’s issues and queries by addressing them to relevant departments as well as taking the lead on the more complex ones
To ensure execution of the internal control procedures and policies related to the unit
Min 2 years of sales/service experience with financial or banking products
Work experience with bank is desirable
PC user
IT/spreadsheet/analytical/modeling skills
Good technical skills (MS Office)
Analytical mindset
Fluent English (written and verbal, incl professional finance/economic terminology), Ukrainian, Russian
Higher education in economics, finance, banking or accounting

Relationship Associate Resume Examples & Samples

Collaborate with a broad range of people in various disciplines about different transactional related products across the firm to meet the financial needs of clients
Facilitate documentation, bookings, fee collections and renewals around credit related facilities
Work with client and TTS partners in obtaining all necessary support documentation to ensure completion of KYC Records as well as LCs
For KYC Records, monitor their progress and renewal through the CitiKYC System
For LCs, monitor their requests against committed lines and ensure pricing is in line with Citi standards and ensure timely issuance
May have to deal with clients in delivering TTS services and opportunities against clients that don’t have TTS sales or account management support
3-5 years of professional work experience (financial services preferred)

Relationship Associate Resume Samples

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