VP Relationship Manager Resume Samples

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LR
L Runte
Leonora
Runte
5765 Rohan Lodge
New York
NY
+1 (555) 967 8880
5765 Rohan Lodge
New York
NY
Phone
p +1 (555) 967 8880
Experience Experience
San Francisco, CA
VP Relationship Manager
San Francisco, CA
Hartmann, Moore and Fritsch
San Francisco, CA
VP Relationship Manager
  • Provide feedback to Product Management team on innovative ideas for product development
  • Develop account strategy together team management and internal stakeholders
  • Own and manage a portfolio of clients working with the wider RBWM team
  • Can provide support to and temporarily back-up the Head or Relationship Management for the sub-region
  • Conducting Business Development in the region (bringing in new rating relationships and developing new market segments)
  • Work with internal and external legal counsel and loan operations to prepare loan agreements, amendments and waivers. Negotiate and execute loan agreements
  • Manage a diverse portfolio of securities based, commercial real estate and unsecured loans
Philadelphia, PA
VP-relationship Manager
Philadelphia, PA
Hirthe, Schiller and Wyman
Philadelphia, PA
VP-relationship Manager
  • Provide input and work with the Global Marketing Team to develop and execute marketing programs in an efficient and effective manner
  • Network intensively and liaise with market participants, local industry associations and other stakeholders in the financial markets
  • External Representation: Organize, facilitate and attend meetings with funders, grantees, grant-seekers, community leaders and other constituents of the Foundation. Develop and maintain a productive network of professional relationships with key government, philanthropic, not-for-profit and community leaders
  • Local Involvement: Active community involvement in leadership positions
  • Welcomes feedback as a means to personal and professional growth
  • Personal presence to represent the firm in diverse forums and organizational relationships
  • Analyse the relevant markets characteristics and thoroughly understand the underlying dynamics that would facilitate the expansion of the rating franchise for corporate loans
present
Dallas, TX
VP, Relationship Manager
Dallas, TX
Rodriguez, Maggio and Hills
present
Dallas, TX
VP, Relationship Manager
present
  • Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products
  • Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio
  • Assist with mentoring and coaching junior officers and loan staff
  • If such an RM is also a Team Manager, then such RM should also have specific goals to cross-sell Bank’s other products and services
  • Communicate at a broad level and interact with senior management and clients and become involved in matters between functional areas and/or business units
  • Lead and manage any and all special projects for clients and keep abreast of industry regulations to ensure implementation/compliance
  • Participate in the development of corporate initiatives and facilitate formal internal training
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Portland State University
Bachelor’s Degree in Accounting
Skills Skills
  • Ability to properly structure loans to minimize risk to the Bank; knowledgeable of negotiating, structuring, and closing commercial loan transactions
  • Ability to meet deadlines and manage FA and client expectations
  • Possess excellent oral and written communication skills and presentation skills
  • Knowledge of SBA and other similar government guarantee programs
  • Possess strong customer service, problem identification and solution techniques
  • Significant accounting and finance knowledge
  • Ability to multi-task
  • Detail oriented with exceptional analytical skills
  • A high level of interpersonal and sales skills are necessary to compete effectively, present proposals to client and recommend loan transactions to bank senior management
  • Strong analytical and credit skills
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15 VP Relationship Manager resume templates

1

VP Relationship Manager Resume Examples & Samples

  • Manage a diverse portfolio of securities based, commercial real estate and unsecured loans
  • Monitor the ongoing financial condition and performance of the Borrower, covenant compliance, and the value/condition of the collateral. Make timely recommendations regarding changes in credit classification and risk rating. Develop/implement remedial action plans
  • Ensure loan documentation accurately represents the terms of the loan approval and permits Morgan Stanley to enforce its rights on the collateral in a default situation
  • In conjunction with the Senior Lending Transactor and/or Financial Advisor, maintain frequent communication with the Borrower and the Borrower’s financial advisors. Keep current on major developments and changes in financial condition and identification of potential additional financing needs. Credit Professional is required to keep the Financial Advisor informed of relationship status and action plans on an ongoing basis
  • Pre-screen appropriate transactions and communicate with Senior Lending Transactor and/or Financial Advisor
  • Responsible for conducting all due diligence on new credit requests, modifications, renewals, and increases for new and existing clients including credit analysis, financial statement analysis, client calls and visits
  • Develop and negotiate structuring recommendations within context of firm’s credit policy and philosophy. Produce high quality credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigates
  • Work with internal and external legal counsel and loan operations to prepare loan agreements, amendments and waivers. Negotiate and execute loan agreements
  • Manage all loan requests within stated turn times unless justified as an exception. Manage expectations through active communication with Senior Lending Transactor, Financial Advisor and/or client
  • Provide guidance on procedures and make recommendations where appropriate
  • Responsible for the integrity of Borrower’s loan data in internal credit systems; responsible for maintaining accurate internal credit ratings
  • Utilize credit authority (if delegated) in an appropriate manner in accordance with credit policies and procedures and protecting the interests of the firm
  • Must escalate material individual relationship or portfolio observations promptly
  • Responsible for FASB 114 analysis and recommendation of provision to the ALLL for the portfolio
  • Minimum 7-10 years of lending and credit analysis in private bank or commercial bank
  • Formal commercial credit training required
  • MBA preferred although not required
  • Detail oriented with exceptional analytical skills
  • Significant accounting and finance knowledge
  • Possess excellent oral and written communication skills and presentation skills
  • Maintain poise and presence coupled with exceptional interpersonal skills to manage relationships with sophisticated high net worth clients and their advisors
  • Possess strong customer service, problem identification and solution techniques
  • Ability to meet deadlines and manage FA and client expectations
  • Good collaboration skills in a team-oriented environment
2

VP-relationship Manager Resume Examples & Samples

  • Grant Portfolio: Develop and implement a grantmaking strategy aligned with the philanthropic goals and objectives of the Foundation and rooted in local context and conditions. Develop and implement business plans for the respective markets; draft grant-write-ups, periodic program reports and briefing papers for internal and external stakeholders; and present strong proposals to local Contributions Committees
  • External Representation: Organize, facilitate and attend meetings with funders, grantees, grant-seekers, community leaders and other constituents of the Foundation. Develop and maintain a productive network of professional relationships with key government, philanthropic, not-for-profit and community leaders
  • Bachelor’ degree required; Master’ degree in a relevant field preferred
  • Passion for the Foundation’ mission; deep knowledge of and experience related to economic development, workforce readiness, financial capability, and/or community development
  • Understanding of grant making and the non-profit sector; ability to assess the leadership, track record, fiscal health and capacity of a nonprofit organization
  • Spanish language skills strongly preferred
3

VP, Relationship Manager Resume Examples & Samples

  • 15 + years of relevant experience, including account management/relationship management experience with merchants or issuers, experience managing a team to deliver client-facing solutions
  • Ability to influence a broad and diverse group of stakeholders and drive initiatives in a complex environment
  • Strategic thinking skills based on building short and long range plans that are appropriately comprehensive, realistic and effective in meeting goals
  • Strong leadership skills in building and developing high performance teams by aligning people skills with relevant work, assigning responsibility, fostering respect and trust, and setting high standards of performance
  • Exceptional written and oral communication skills, exceptional interpersonal skills and the proven ability to influence and communicate effectively across functional lines
4

VP Relationship Manager Resume Examples & Samples

  • Bachelor's degree in Business, Finance or related field
  • 10 years experience in the financial or investment services space, preferably in a sales or progressive client service or relationship management role
  • Series 7, 63 required
  • Demonstrated knowledge of LPL platforms, products, and services
5

VP, Relationship Manager Resume Examples & Samples

  • Proactively solicits new business relationships through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources and prospect lists
  • Collects and analyzes financial and related data to determine the general creditworthiness of Commercial customer/prospects and the merits of specific credit requests
  • Establish and negotiate terms under which credit will be extended
  • Participate in community affairs to increase bank’s visibility and enhance new business opportunities
  • Supervise and direct Portfolio Manager and Credit Analyst as appropriate
6

Associate VP to VP, Relationship Manager Resume Examples & Samples

  • Mainly responsible for business development and marketing of loan products to Japanese clients, mainly SME to Mid Cap corporate, on cross-border basis in Japan and Asia Pacific
  • Provides full-service banking and all transactions to SME and Mid-Corporate clients through the marketing of all appropriate company services
  • Establishes new relationships and manages existing relationship in order to generate new AUM and Revenue
  • Co-operates with Transaction Banking Department in order to develop market synergy in terms of pitching the product offering to the clients
  • Loans include Structured Finance, Project Finance, Transaction Banking as well as corporate and syndicated loans
  • Minimum 5 years of experience in corporate banking
  • Basic understanding of Loan / Transaction Banking products
7

VP Relationship Manager Resume Examples & Samples

  • Originate, analyze, structure and close profitable loan transactions. Mentor less experienced Relationship Managers as appropriate
  • Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Make decisions on loans and terms if within own lending limits
  • Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, analyzing financial statements, conducting credit checks and assuring loan meets all policy and regulatory requirements
  • Serve existing accounts, review quarterly, semi-annual and annual findings for compliance and credit determination. Recognize issues; early problem recognition, remedial management and appropriate coordination with workout is an important part of on-going portfolio management
  • Engage and provide direction to bank’s contracted professionals including attorneys, accountants, consultants, appraisers, title companies, and necessary government agencies, to ensure successful transactions
  • Provide guidance and direction to bank’s internal support personnel to ensure proper and accurate completion of loan transactions and day to day operational requirements
  • Promote and cross-sell other bank products and services as appropriate to customer requirements. Cross-sell banking services including business checking and treasury management products, and refer business or property owners to the branches for consumer deposit and loan products
  • Keep management fully informed on all key factors of the bank, the portfolio, client relationships and the competitive environment
  • Four-year college degree in Finance/Accounting/Economics or equivalent work experience
  • Seven years of middle market or equivalent lending experience
  • Direct underwriting and portfolio management experience
  • Ability to properly structure loans to minimize risk to the Bank; knowledgeable of negotiating, structuring, and closing commercial loan transactions
  • Strong analytical and credit skills
  • A high level of interpersonal and sales skills are necessary to compete effectively, present proposals to client and recommend loan transactions to bank senior management
8

VP, Relationship Manager Third Party Sales Resume Examples & Samples

  • Engage internally (within CSAM) with Senior Management, Strategy, Portfolio Management, Marketing, Operations, Product Management, Sales, Product Development, and Legal on numerous fronts and a broad array of initiatives
  • Maintains a high level of attention to detail managing all respective sales activities (notes, follow-ups, emails, meeting/call reports) within Asset Management’s CRM tool
  • Responsible for achieving sales and prospecting targets such as number of qualified opportunities, number of daily activities/tasks, call quality, appointment setting, etc
  • Proactive Approach: Shows drive, passion, works persistently through obstacles to create positive impact and value for the bank. Approaches situations with an entrepreneurial perspective
  • Principled Behavior: High integrity, maintains confidentiality at all times. Fully complies with the code of conduct; acts responsibly protecting the reputation of the bank and mitigating controlling risks
  • Partnership: Takes visible responsibility for establishing, preserving and growing deep strong relationships with clients/colleagues. Communicates effectively across all levels of the client's organization
  • Professional skills: Results-orientation with a superior ability to execute as well as creatively solve problems; combined analytical and persuasion skills with a comfort and flexibility to work with all levels of the organization. Has the expertise to create strong outcomes
9

Commerce Solutions VP Relationship Manager Senior Resume Examples & Samples

  • Responsible for developing, growing and retaining business for complex portfolio
  • Advanced proactive, consultative client support
  • Responsible for coordinating quarterly/annual client performance reviews
  • Assist in developing processes and procedures for both/either department and client enhancement
  • Understand and assess client needs, troubleshoot issues, quantify downstream impacts
  • Apply consultative influencing and selling to develop and execute strategies to deliver appropriate solutions
  • Perform what‐if analysis to explore impact of industry announcements
  • Expectations to grow portfolio's profitably through effective account management and implementation of
  • Highly visible, interactive engagement with clients
  • May assist in setting strategy and driving execution for
  • Provide coaching and consultancy to team members
  • Individual portfolio growth goals
  • Typically the largest clients with highest exposure points
  • Dedicated, primary point of contact for complex, select
  • Ability to prioritize multiple initiatives
  • Extensive knowledge of product(s) and solution options
  • Extensive negotiation, selling, influencing and presentation skills
  • Typically has deep internal knowledge of platforms, technical capabilities
10

VP Relationship Manager Resume Examples & Samples

  • Service and further develop existing clients
  • Ensure preparation, quality and lead of the sales pitch
  • Identify and solicit new clients and effectively manage these prospects
  • Write call reports and other internal reports
  • Develop account strategy together team management and internal stakeholders
11

Senior Associate / VP-relationship Manager Resume Examples & Samples

  • Manage and grow a diverse portfolio of large Commercial Banking clients in India. Establish and maintain local contacts with the client’s subsidiary and work closely with IPSs and parent bankers to increase wallet share of existing clients and cross sell APAC countries. Typical client requirements will focus on treasury services, financing, trade, risk & treasury management. Types of credit facilities range from working capital lines with parent guarantee support, trade lines and FX lines
  • Size up market opportunity, identify, solicit & develop new CB relationships by active local prospecting and execution of key deals originated from the US
  • Analyse complex financial information to structure appropriate client solutions & credit facility as well as execution of various banking transactions. Take responsibility for the renewal of all credit facilities in the client portfolio
  • Provide quality and tailored business solutions to CB clients through the partnership with different Product teams including Treasury Services, Trade Services, Investment Banking & Credit Risk Management to deliver comprehensive JPM products
  • The incumbent will manage the sales pipeline, book accurate and timely client call memos, and be responsible for preparation of proposals and presentations for existing and prospective clients
  • Support the implementation of client solutions, attend to client service requests, annual reviews of facilities, credit and portfolio statistical reporting, ad hoc reporting and keep abreast of new product and relevant technology
  • Ensure necessary oversight and onshore accountability to support local client on-boarding, partnering with local risk management (e.g., Compliance, Legal, Tax, etc.) and middle/back office teams as needed to support transactional, service or credit activities
  • Promote and sustain strong engagement and mutually beneficial relationships with key internal stakeholders including US based International Product Specialists, Parent Bankers, Underwriters and Credit Committees, in addition to local and regional product and service delivery partners, Legal, Compliance, plus mid and back office support teams across the firm
  • Extensive relationship management and credit risk management expertise in the corporate &/or MNC market segments
  • Prior experience in a prospecting role with demonstrated results and a capacity to operate independently, appropriately balancing short, medium and long term objectives
12

VP, Relationship Manager Resume Examples & Samples

  • Perform in a high-level contributor role demonstrating expertise in the fund industry, multiple lines of business, business processes and the customers’ business
  • Lead and/or participate in projects related to, but not limited to, new lines of business, business process improvement, risk reduction, and best practice identification for both the company and clients
  • Communicate at a broad level and interact with senior management and clients and become involved in matters between functional areas and/or business units
  • Attend Board of Director meetings as a company liaison
  • Lead and manage any and all special projects for clients and keep abreast of industry regulations to ensure implementation/compliance
  • Participate in the development of corporate initiatives and facilitate formal internal training
  • Ensure accurate client billing, develop and manage a budget, enforce company policies and procedures, and recommend policies, procedures, and best business practices
  • Bachelor’s degree; Advanced degree optimal
  • 10+ years’ relevant work experience in the Mutual Fund Industry
  • 5+ years’ experience in a project management, and/or customer relationship management position with related strategic client relationship management experience
13

VP Relationship Manager Resume Examples & Samples

  • Responsible for client due diligence to provide the necessary oversight and local accountability to new transactional or service related activities in line with JPM Chase policies and local RBI requirements covering credit documents, Compliance, Know Your Customer (KYC), Anti-Money Laundering (AML), etc
  • Minimum 6-8 years relevant banking experience in India, with a strong command of financial services, regulatory environment, corporate banking products, debt products, cash management, trade finance & derivatives
  • Proven expertise in credit analysis, structuring and negotiating domestic and cross border credit risk transactions
  • Excellence in oral and written communication with proven strength for personal engagement
  • Enthusiastic, motivated and team orientated. A clear desire and orientation to grow the portfolio
  • CA is a strong advantage
14

VP Relationship Manager Resume Examples & Samples

  • Proactively manage the relationships of about 30-50 complex key accounts in the Nordics
  • Responsible for retaining existing customers in the Nordics and expanding the share of wallet by selling a tailored value proposition
  • Primary commercial contact on key account
  • Conducting Business Development in the region (bringing in new rating relationships and developing new market segments)
  • Negotiate commercial terms including fees for new and renewal contracts
  • Proactively seek opportunities and prepare strategically competitive proposals for new and existing contracts involving a bidding process
  • Contribute to the creation and execution of a strategic plan to expand and defend the business for markets within the Nordics
  • Expected to travel 60% of the time meeting existing and prospective customers
  • Organize meetings with investors to better understand demand factors and shape value propositions
  • Active contribution to overall franchise relevance plans for the market segment / territory
  • Represent the Relationship Management team at internal meetings with the analytical team and other departments where applicable
  • Provide effective guidance and mentorship to supporting Associates
  • Can provide support to and temporarily back-up the Head or Relationship Management for the sub-region
  • Provide support and back-up for other sub-regions as needed
  • Provide feedback to Product Management team on innovative ideas for product development
  • Extensive years of experience in the financial services industry or similar industry is required
  • Fluent in English and at least one Nordic language is essential
  • Previous experience in sales & marketing is desired
  • Previous experience from the rating industry, debt capital markets or as an analyst is desired
  • Knowledge of and experience with Nordic business culture is desired
15

VP-relationship Manager Resume Examples & Samples

  • Analyse the relevant markets characteristics and thoroughly understand the underlying dynamics that would facilitate the expansion of the rating franchise for corporate loans
  • Network intensively and liaise with market participants, local industry associations and other stakeholders in the financial markets
  • Develop and execute extensive outreach programs that will deepen Moody’s relationships with syndicate banks and loan arrangers active in the corporate loan market; traditional and alternative investors holding such assets; and other financial intermediaries
  • Provide input into pricing strategy that facilitates profitability and Moody’s competitive position
  • Coordinate business development and account management activity across EMEA. Provide market expertise and outreach solutions for EMEA Relationship Managers
  • Provide input and work with the Global Marketing Team to develop and execute marketing programs in an efficient and effective manner
  • Contribute to product development initiatives & facilitate market sounding of concepts and product launch where appropriate and necessary
  • Cross reference business opportunities for the structured finance franchise
  • Extensive knowledge of the EMEA Bank Loan market is essential
  • Working knowledge of the role and functions of Rating Agencies and Moody’s competitive position
  • Experienced with direct interaction with loan originators and market participants at C-level
  • Proven interaction and networking capabilities with EMEA industry bodies and associations
  • Strong customer facing skills with the ability to negotiate successful outcomes
  • A sound understanding of credit risk issues and Capital Markets
  • Excellent understanding of market specific business culture
  • Proven track record in business development
  • Successful experience in at least one of the following areas
  • Strong academic background. Degree (or equivalent) in Business, Economics, Marketing, International Relations
  • Post-graduate qualification (Masters) an advantage
  • Well-developed IT skills including advanced Microsoft Office applications, PowerPoint, Advanced Excel as well as practical use of Bloomberg terminals
  • Proven experience in working within tight deadlines
  • Ability to adapt to changing market conditions and business environment
  • Ability to understand and communicate the fundamentals of Moody's analytical approach, and rating methodologies
  • Ability to communicate clearly with C-levels at loan sponsors, Asset managers and highest levels of the corporate hierarchy: e.g. CEO, CFO,
  • Highest ethical standards and working in a multi-cultural environment
  • Team player with the ability to work collaboratively and to convincingly influence peers
  • Receptive to the challenge of ambitious sales and marketing goals
  • Strong sense of urgency, and a pro-active "can do" approach
  • Highly organized and efficient, sound judgment, capable of developing independent opinions and defending own views
  • Willingness to travel extensively across EMEA
  • English, spoken and written fluency is essential. Other languages are highly beneficial
16

VP, Relationship Manager Resume Examples & Samples

  • You have a proven ability to successfully build and manage relationships with demanding and complex clients
  • Your track record of success with clients and prospects interactions
  • Your financial business analysis and/or consulting experience is a plus
  • Your client operations experience is preferred
  • You are a strong communicator with a consultative approach
  • You have strong multi-tasking, project management and organizational skills
17

VP, Relationship Manager Resume Examples & Samples

  • 5+ years’ experience in a financial sales environment with proven results
  • Demonstrated ability to lead and manage sales force; proven coaching skills
  • Demonstrated experience servicing the needs of high net worth individuals with premier level of customer service
  • Commercial/business banking experience
  • Ability to set strategic direction and deliver business solutions
  • Demonstrates a high level of AMEB Leadership Behaviors
  • Strong Client Management Skills
  • Extensive understanding of financial markets
  • Excellent verbal and written communication skills necessary to interact with personnel at all levels of the organization
  • Ability to work nights and weekends
18

VP, Relationship Manager Resume Examples & Samples

  • Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year (See Attached)
  • If such an RM is also a Team Manager, then such RM should also have specific goals to cross-sell Bank’s other products and services
  • Experience: 5-7 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products
19

AVP / VP, Relationship Manager Resume Examples & Samples

  • Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Manager every year
  • RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI
  • Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) for new loans, renewals, amendments and annual reviews
  • Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content
  • Review loan documents, either internally prepared or by outside counsel, to ensure accuracy
  • Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process
  • Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio
  • Reviews client’s accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank
  • U.S. College graduate with major in related fields
  • 5-7 years of consumer/commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices
  • Must possess previous underwriting experience in the requisite area of commercial lending
  • Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing
  • Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required
  • Ability to work well independently to structure loans and/or lines of credits
  • Must be organized and detail oriented and able to multi-task
  • Ability to work effectively in a fast paced, high production and team environment
  • Excellent time management skills and be accustomed to working with deadlines
  • Ability to assume responsibility and accountability for decision-making
  • Ability to communicate effectively with all levels of Bank personnel
20

VP, Relationship Manager Resume Examples & Samples

  • Bachelor’s degree in accounting, finance, or related discipline preferred but not mandatory
  • Minimum five to seven years of corporate commercial lending experience with thorough knowledge of lending regulations and credit/underwriting practices
  • PC proficient
  • Good credit knowledge of Bank’s credit underwriting policies and approval process for assigned loan
  • Ability to work effectively in a fast paced, high production environment
  • Strong financial analysis and accounting skills
21

VP, Relationship Manager Resume Examples & Samples

  • Experience: 5-7 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices
  • Must possess strong loan negotiation (rates, terms, collateral requirements) experience
  • Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products
22

AVP / VP, Relationship Manager Resume Examples & Samples

  • Management of a portfolio of Commodities relationships to ensure timely reviews, good housekeeping and excellent client service
  • New clients acquisition
  • Revenue development from clients
  • Structuring of credit facilities to achieve client satisfaction and optimise risk/return metrics
  • Responsible for preparing credit proposals (including preparing of in-depth credit risk analysis and close follow through of the credit approval) and managing the documentation process
  • Independent liaison and co-ordination with relevant business and supporting units of the Bank to cross-sell trade, treasury, cash management, capital markets products to deepen client relationships
  • Degree in Banking/Finance/Accountancy from recognized University or its equivalent
  • Minimum 5 years of relevant banking or similar experience preferably in the Commodity/Trade Finance area
  • Good written and oral communication skills
  • Professional in managing client’s responsibilities and flexible attitude towards the continuous changing needs of the clients and the Bank
  • Self-motivated, pro-active, eagerness to learn, strong personality and a good team player
23

AVP / VP, Relationship Manager Resume Examples & Samples

  • Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year
  • Education: U.S. College graduate with major in related fields
  • Experience: 5-7 years for VP level and 3-5 years for AVP level, of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products
  • Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to structure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel
24

VP-relationship Manager, Orange County Resume Examples & Samples

  • Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary
  • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
  • Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
  • Bachelor’s degree from an accredited College or University or equivalent work experience
25

VP-relationship Manager Resume Examples & Samples

  • Develops and manages a portfolio of primarily commercial/business clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients
  • Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue
  • Builds strong relationships with referral sources, centers of influence, etc
  • Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority
  • Assumes responsibility for various department functions in the absence of staff members or in overload situations
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
  • Performs other duties and projects as assigned
  • A minimum of 8 years’ experience in sales or relationship management
  • Experience in commercial and other related forms of lending and portfolio products preferred
26

VP-relationship Manager, San Diego Resume Examples & Samples

  • Develop and manage a portfolio of primarily private, commercial and industrial (C & I) clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients
  • Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients
  • Structures credits jointly with Loan Portfolio Managers
  • Demonstrates knowledge of and adherence to EEO policy; builds a diverse workforce and supports affirmative action
  • Consistently applies strong decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits
  • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
  • 4 year degree or equivalent experience. At least 5 years in sales or relationship management; experience in commercial and other related forms of lending and portfolio products preferred
  • Intermediate skills in Microsoft Office Suite
  • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate)
27

VP-relationship Manager Resume Examples & Samples

  • Analyse the relevant markets characteristics and thoroughly understand the underlying dynamics that would facilitate the expansion of the rating franchise for insurance companies
  • Develop and execute extensive outreach programs that will deepen Moody’s relationships with the insurance industry, and specifically insurance companies, brokers and intermediaries active in the market; traditional and alternative investors holding such assets; and other financial intermediaries
  • Extensive knowledge of the EMEA Insurance market is essential
  • Experienced with direct interaction with insurance issuers and market participants at C-level
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FVP / VP, Relationship Manager Resume Examples & Samples

  • Solicit and develop new business
  • Assist in the underwriting of new loans, renewals, amendments and waivers
  • Prepare required disclosure information within designated timeframes
  • Source deposits and treasury management service relationships
  • Ensure compliance with Bank, regulatory and credit requirements with emphasis on quality customer service while adhering to given deadlines
  • Assist in the analysis and creation of financial write-up loan packages to generate new loans
  • Maintain existing client base
  • Assist customers and follow up on outstanding items
  • Assist with mentoring and coaching loan assistants and other subordinate employees
  • Actively participates in business community activities for referral networking
  • Education: Bachelor’s degree in accounting, finance, or related discipline preferred but not mandatory
  • Experience: Minimum 5 to 7 years of corporate commercial lending/commercial real estate lending experience with thorough knowledge of lending regulations and credit/underwriting practices
  • Skills/Ability: PC proficient. Excellent verbal and written communication skills. Strong interpersonal and business development skills. Organized and detail oriented. Good credit knowledge of general banking credit underwriting policies and approval process. Ability to work effectively in a fast paced, high production environment. Strong financial analysis and accounting skills
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FVP / VP, Relationship Manager Resume Examples & Samples

  • Identify and bring new clients to the Bank for commercial real estate and construction loans
  • Negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI
  • Present each CCR to the requisite approval authority levels
  • Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; Relationship Manager is to manage the client experience of this process
  • Review to ensure each credit is properly risk rated based on the Bank’s risk rating system
  • Review client’s accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank
  • Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client
  • Assist with mentoring and coaching junior officers and loan staff
  • Experience: Minimum 7 to 10 years of commercial real estate/construction lending experience with thorough knowledge of lending regulations and credit/underwriting practices
  • Skills/Ability: PC proficient. Excellent verbal and written communication skills. Strong interpersonal and business development skills. Organized and detail oriented. Good credit knowledge of general banking credit underwriting policies and approval process. Ability to work effectively in a fast paced, high production environment. Strong financial analysis and accounting skills. Ability to work well independently to structure loans. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making.​