CORPORATE BANKING RELATIONSHIP MANAGER RESUME EXAMPLE
Published: August 21, 2024 - The Corporate Banking Relationship Manager drives revenue growth by achieving departmental financial targets and expanding large corporate loans. Develops and deepens client relationships through strategic advisory and high-quality service, ensuring a thorough understanding of client business needs. Monitors and safeguards client portfolios, minimizing operational and credit risks while collaborating with internal partners to enhance relationship management.
Tips for Corporate Banking Relationship Manager Skills and Responsibilities on a Resume
1. Corporate Banking Relationship Manager, Riverstone Financial Group, Albany, NY
Job Summary:
- Building and maintaining strong relationships with prospective and existing companies and organizations to ensure Bank’s maximum profitability.
- Maintaining a deep knowledge of Bank’s products and services to identify and develop new businesses and market them in the identified target sectors.
- Manage customer relationships through regular calls and visit to identify their needs, requirements, and proposing suitable solutions.
- Establish quality profit-earning customer relationship within the target market
- Researching and pursuing new business opportunities.
- Upselling and cross-selling products/services to clients.
- Maintain and provide quality services
- Resolving complaints and other issues of clients in a timely manner
- Ensure compliance to Know Your Customer (KYC) and Anti Money laundering (AML) requirements in all dealings with existing and potential customers.
- Mentoring junior members of the team.
- Meeting sales/revenue targets.
Skills on Resume:
- Relationship Building (Soft Skills)
- Business Growth (Hard Skills)
- Customer Analysis (Hard Skills)
- Product Knowledge (Hard Skills)
- Client Management (Soft Skills)
- Sales Targets (Hard Skills)
- Compliance Adherence (Hard Skills)
- Team Mentorship (Soft Skills)
2. Corporate Banking Relationship Manager, Pineview Bank & Trust, Springfield, IL
Job Summary:
- Ensure proposals are reasonable and consistent with market-based principles and meet regulatory requirements.
- Ensure quality of submissions/proposal/reports
- Maintains regular contact with clients to ensure clients’ need and objectives are met.
- Manage project and negotiate terms on all transactions and/or proposals.
- Lead the execution of transactions
- Ensure progress of transactions and ensure mandates are implemented on a timely basis
- Ensure timely billings and collection of financing payments & fees, and if not paid, assessing and recommending appropriate measures.
- Develop, guide and supervise staff’s development under the department.
- Liaise with external intermediaries (such as lawyers, investment banks and independent advisors) and other internal departments during execution of transactions.
- Keep abreast with socio economic and policy developments related to the department portfolio.
- Maximize customer profitability through disciplined relationship management and up-selling and cross-selling.
- Develop knowledge of the Bank’s products and services through internal trainings and external networking.
- Ensure staff compliance & report on Anti Money Laundering (AMLA), frauds and defalcations (including attempted frauds), breaches of Employee Code of Conduct, robberies & burglaries
Skills on Resume:
- Proposal Management (Hard Skills)
- Regulatory Compliance (Hard Skills)
- Client Relations (Soft Skills)
- Transaction Execution (Hard Skills)
- Payment Collection (Hard Skills)
- Staff Development (Soft Skills)
- External Liaison (Soft Skills)
- Market Knowledge (Hard Skills)
3. Corporate Banking Relationship Manager, Horizon Capital Bank, Tacoma, WA
Job Summary:
- Establish and manage banking relationships with corporate clients per corporate banking strategy.
- Coordinate with senior bankers and product partners to provide a comprehensive range of solutions to the client – covering loans, debt capital markets, trade, treasury, corporate finance, global transaction banking.
- Successfully drive facility utilization and cross sell by actively engaging the client, identifying their needs and providing excellent customer service.
- In coordination with various stakeholders - prepare call reports, term sheets, transaction return calculations, credit capital allocation approvals, credit approvals and any other analyses crucial to facilitate client origination and deal execution.
- Execute all client acceptance, client onboarding and due diligence procedures – including obtaining and analyzing the client annual reports, business plans, company filings, financial forecasts, external credit reports - to ensure high-quality analysis and KYCs are produced.
- Preparation of timely and accurate MIS statements and reports of the unit to meet company and department requirements, policies and standards.
- Ensure compliance, audit, governance and risk control processes are adhered to.
- Adhere to the relevant guidance under the Bank’s Credit Policy Manual, AML Policy and the Hong Kong Monetary Authorities’ Supervisory Policy Manual.
- Liaise with client at various working levels, and coordinate with external accounting firms, legal counsel and financial institutions in order to facilitate onboarding, deal execution and client maintenance.
- Coordinating and resolving conflicts as they arise and managing the expectations of all involved parties.
- Proactively monitor client development, account conduct and credit quality so as to ensure early escalation of potential deterioration.
Skills on Resume:
- Client Relationship (Soft Skills)
- Solution Coordination (Soft Skills)
- Cross-Selling (Hard Skills)
- Deal Execution (Hard Skills)
- Client Onboarding (Hard Skills)
- MIS Reporting (Hard Skills)
- Risk Compliance (Hard Skills)
- Conflict Resolution (Soft Skills)
4. Corporate Banking Relationship Manager, Seaside Banking Corp, Fort Myers, FL
Job Summary:
- Assess corporate lending proposals, analyze specific information and related cashflows, structure appropriate loan terms & conditions from a risk/return perspective, making recommendations to senior management.
- Ability to manage existing customer relationships and develop new customer opportunities in corporate lending.
- Manage the existing corporate loan book from a credit and risk perspective, ensuring that adherence to policies, procedures and codes of best practise is appropriately monitored.
- Organise, develop and motivate the team to achieve the team goals, underpinned by a drive for high performance, positive engagement acknowledgment and candid feedback.
- Responsible for overall team productivity.
- Manage and expand existing Corporate Banking client relationships and develop and manage new client relationships.
- Provide total banking solutions to both existing / new clientele.
- Cultivate good rapport with corporate clients and ensure, the bank becomes the choice for their Investment and banking.
- Market, originate and complete deals with product partners, e.g. GMIM, Investment Banking, Transaction Banking, etc. closely
Skills on Resume:
- Loan Assessment (Hard Skills)
- Relationship Management (Soft Skills)
- Credit Risk Management (Hard Skills)
- Team Leadership (Soft Skills)
- Client Expansion (Hard Skills)
- Banking Solutions (Hard Skills)
- Client Rapport (Soft Skills)
- Deal Origination (Hard Skills)
5. Corporate Banking Relationship Manager, Evergreen National Bank, Boulder, CO
Job Summary:
- Develop and manage a corporate portfolio by providing financial solutions and cross-selling potential products to customers
- Solicit new customer prospects to expand the customer portfolio
- Provide quality and professional services to clients for building a long- term relationship
- Prepare credit proposals and reviews for assessing customers' creditworthiness and cope with the market trend from time to time
- Develop and maintain relationship with large local corporate clients (SOEs and non SOEs)
- Provide relevant product offerings according the clients' needs
- Developed the sales strategies and business plans to drive sales performance and ensure meeting or exceeding the budget and profit
- Ensure that KYC process is in accordance with regulations
- Ensure that Standard Operating Procedures are followed through
Skills on Resume:
- Portfolio Management (Hard Skills)
- Client Acquisition (Hard Skills)
- Relationship Building (Soft Skills)
- Credit Assessment (Hard Skills)
- Corporate Client Relations (Soft Skills)
- Product Offering (Hard Skills)
- Sales Strategy (Hard Skills)
- Regulatory Compliance (Hard Skills)
6. Corporate Banking Relationship Manager, Lakeside Commercial Bank, Rochester, MN
Job Summary:
- Achieve the department’s financial targets, and generate revenue growth to contribute to the overall business profitability
- Grow and deepen relationships with clients, ensuring good understanding of their business needs, and become trusted advisers to clients
- Proactively implement strategies to enhance and maintain strong business relationships, anticipate customer needs, and provide high quality service at all times
- Work closely with colleagues from other businesses, product partners, and service partners to identify opportunities to strengthen relationships by identifying customer needs
- Monitor the quality of client portfolios and safeguard the bank’s interest and minimise operations and credit risk
- Responsible for expanding loan of company’s large size corporate
- Analyze financial structure and risk management of the business performance for approval of the loan
- Advisory and introduction bank’s products to the customer for keeping good relationship with both current and new customers
Skills on Resume:
- Revenue Growth (Hard Skills)
- Client Relationship (Soft Skills)
- Business Strategy (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Risk Management (Hard Skills)
- Loan Expansion (Hard Skills)
- Financial Analysis (Hard Skills)
- Product Advisory (Soft Skills)