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.
![](/img/resume-builder-tool.png)
![](https://storage.googleapis.com/image_lamwork/images/1726475651_Corporate Banking Relationship Manager Resume Example.png)
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)