Published: August 28, 2024 – The Corporate Relationship Manager is responsible for reviewing and managing customer facilities, ensuring compliance with statutory requirements and bank policies while reviving delinquent accounts through strategic restructuring efforts. This role involves achieving business targets by developing and implementing effective marketing strategies and business plans, contributing to the overall profitability of the bank's products and services. The manager also regularly prepares and reviews provisions for non-performing accounts, adhering to Anti-Money Laundering and Counter Financing of Terrorism regulations to maintain operational integrity.
Tips for Corporate Relationship Manager Skills and Responsibilities on a Resume
1. Corporate Relationship Manager, Orion Financial Services, Austin, TX
Job Summary:
- Identify existing and potential key large corporate Clients and define their needs
- Manage large corporate Client relationships in a way to achieve set targets.
- Maximize the up-selling and cross-selling of other SBU’s products and services
- Identify new products and services to meet Clients' requirements and needs.
- Ensure steadiness and growth for both Credit Facilities and Deposits portfolios (simultaneous Growth)
- Oversee the state of the clients to ensure their solvency.
- Work with the team to ensure the growth of the platform business in location
- Formulate strategies to ensure wide adoption of the platform across the corporate world
- Design solutions across the broad spectrum of trade and supply chain products specific to the needs of corporate clients
- Understand specific tech requirements and liaise with the in-house implementation team to provide specific solutions to clients
- Work closely with the senior management to ensure that growth targets for the platform are achieved.
- Acquire new corporate clients and manage existing relationships
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Up-selling/Cross-selling (Soft Skills)
- Portfolio Management (Hard Skills)
- Solvency Monitoring (Hard Skills)
- Strategy Formulation (Soft Skills)
- Trade and Supply Chain Solutions (Hard Skills)
- Technical Liaison (Hard Skills)
- Client Acquisition (Soft Skills)
2. Corporate Relationship Manager, BlueSky Enterprises, Miami, FL
Job Summary:
- Provide risk analysis and credit approval in the most timely, efficient and sufficient manner for proposals delegated credit approval authority,
- Ensure that all proposals conform to the company's stated risk appetite and are within specified limits.
- Conduct risk analysis and make recommendations to the Credit Committee
- Monitor the credit of all exposures and track credit quality migration
- Coordinate portfolio oversight/monitoring
- Liaise with internal and external auditors, Risk Asset Review and regulators to ensure the integrity of the company's credit grades and risk and grading processes and procedures.
- Monitor or coordinate monitoring of compliance with concentration risk.
- Provide reports to senior management, Risk Committee, Credit Committee, Board Meetings, reserves, impairments, and run-off, Group Reporting, Regulatory Reporting, Regional Risk Team.
- Attend problem loan meetings and provide calculations for loan loss provisioning, economic/risk capital, credit grade migration, and loss forecasting.
- Represent the organization at community and networking events.
- Recruit and oversee interns and volunteers
Skills on Resume:
- Risk Analysis (Hard Skills)
- Credit Approval (Hard Skills)
- Compliance Monitoring (Hard Skills)
- Portfolio Oversight (Hard Skills)
- Regulatory Liaison (Soft Skills)
- Reporting to Senior Management (Hard Skills)
- Problem Loan Management (Hard Skills)
- Recruitment and Oversight (Soft Skills)
3. Corporate Relationship Manager, Vertex Capital Group, Denver, CO
Job Summary:
- Managing a portfolio of circa 100 key corporate EAP and Occupational Health clients based in South East.
- Proactive client relationship management and retention in person, over the telephone and via email to ensure a 95% client retention target.
- Project management and delivery of new client implementation, to ensure the Health Assured offering is fully embedded into key corporate clients.
- Attending external meetings and events, approximately 80% of the time.
- Supporting with tender exercises to represent the relationship management function.
- Renewal negotiations via intermediary and direct clients, showing return on investment for clients at all times.
- Delivery of consultancy services to clients regarding product options specialist services such as on-site training and Critical Incident Stress Management (CISM).
- Identify opportunities to up-sell and actively promote additional services with a target of achieving £10,000 in new business per quarter.
- Ensure we understand client needs and market changes, providing feedback to senior management to develop the proposition and remain ahead of the market.
- Maintain personal statistical renewal reports daily, highlighting at-risk clients and further opportunities.
- Providing weekly renewal and activity updates in a weekly team call.
Skills on Resume:
- Portfolio Management (Hard Skills)
- Client Relationship Management (Soft Skills)
- Project Management (Hard Skills)
- Event Attendance (Soft Skills)
- Tender Support (Hard Skills)
- Renewal Negotiations (Soft Skills)
- Consultancy Services (Hard Skills)
- Up-selling (Soft Skills)
4. Corporate Relationship Manager, NexGen Industries, Charlotte, NC
Job Summary:
- Retain current corporate partners to participate in Oxfam Trailwalker events across
- Engage with prospects and promote Oxfam Trailwalker as a positive corporate employment opportunity
- Work with the corporate partner to promote internally to acquire participants and engage their employees in the event
- Provide the best possible customer-centric relationship management of corporate partner event participants
- Ensure that all interactions with supporters are conducted positively, accurately reflecting the client’s values and vision
- Identify and develop all partnership promotional materials required
- Develop and maintain regular reporting metrics to measure performance and effectiveness of sales activities
- Participate in creating pricing/method exceptions and join senior team members at the Pricing Approval Committee
- Project manage Request for Proposals (RFP)/Tender responses
- Monitor market developments and trends including coverage information, lead generation, identify targets and cross-selling opportunities.
- Work closely with key internal stakeholders e.g. Middle Office, Legal, Compliance, Sales Operations, and Billing.
Skills on Resume:
- Partner Retention (Soft Skills)
- Corporate Engagement (Soft Skills)
- Internal Promotion Strategy (Soft Skills)
- Customer Relationship Management (Soft Skills)
- Partnership Promotional Materials Development (Hard Skills)
- Performance Metrics Reporting (Hard Skills)
- Pricing Strategy Participation (Hard Skills)
- RFP/Tender Project Management (Hard Skills)
5. Corporate Relationship Manager, Quantum Wealth Management, Seattle, WA
Job Summary:
- Lead the strategic growth of the current client base by managing a defined number of corporate relationships
- Create and maximize revenue opportunities within current corporate relationships
- Help design and implement services by aligning product offerings with corporate account needs
- Regularly discuss upcoming product and service enhancements with corporate contacts
- Lead and conduct regular in-person and virtual meetings with corporate contacts
- Set regular agendas for meetings, document follow-ups and communicate key takeaways to all interested parties
- Attend finalist presentations and business development meetings when appropriate
- Work with corporate client stakeholders to define success metrics and determine engagement strategies
- Discuss current utilization and outcomes metrics, analyze progress against pre-defined success factors
- Work with the institutional client sales team on growth opportunities
- Coordinate regular internal communications and update the core service team on benefit changes, organizational changes, new revenue opportunities and contract renewal discussions
- Influence Ayco’s service model and product design by soliciting and gathering feedback from corporate clients
- Serve as the escalation point for corporate contacts on any servicing issues and as the internal escalation point on any concerns regarding the relationship
Skills on Resume:
- Strategic Client Management (Soft Skills)
- Revenue Maximization (Hard Skills)
- Service Design and Implementation (Hard Skills)
- Product Enhancement Discussions (Soft Skills)
- Meeting Facilitation (Soft Skills)
- Success Metrics Definition (Hard Skills)
- Utilization and Outcomes Analysis (Hard Skills)
- Escalation Management (Soft Skills)
6. Corporate Relationship Manager, Solstice Financial Group, Nashville, TN
Job Summary:
- Work with the Events Manager and Director of Marketing & Communications to determine sponsorship levels and benefits and ensure sponsorship materials are produced and executed promptly.
- Lead efforts with the Corporate Relations Team to manage and execute appropriate strategies for developing new corporate relationships, including bringing in new corporations to volunteer and engaging their employees in meaningful ways to deepen relationships and secure financial support
- Identify new opportunities for industry-specific affinity activity.
- Work with the Corporate Relations Team and the Marketing & Communication department to grow existing cause marketing campaigns and target new prospects
- Respond to marketing inquiries and complete necessary administrative tasks associated with each campaign.
- Develop strategies to grow payroll deduction support and matching gift programs
- Attend corporate employee events on behalf of GBFB to encourage employees to support GBFB through financial gifts, volunteer hours, and fund drives.
- Work with the Senior Director of Development to develop and manage the corporate budget, annual work plan, and forecasting
- Closely track monthly income against monthly revenue goal, updating the tracking sheet regularly
- Consistently maintain accurate donor records in Salesforce for corporate gifts and ensure accurate tracking systems for all types of corporate engagement.
- Partner with colleagues to facilitate GBFB committees
Skills on Resume:
- Sponsorship Management (Hard Skills)
- Corporate Relationship Development (Soft Skills)
- Affinity Activity Identification (Soft Skills)
- Cause Marketing Campaign Growth (Hard Skills)
- Payroll Deduction Program Development (Hard Skills)
- Event Attendance and Employee Engagement (Soft Skills)
- Budget and Forecast Management (Hard Skills)
- Donor Record Maintenance (Hard Skills)
7. Corporate Relationship Manager, Pinnacle Advisory Services, Phoenix, AZ
Job Summary:
- Design and implement strategies to attract and maintain corporate partnerships, increase corporate engagement, procure in-kind gifts, and ensure a reliable revenue stream for the organization.
- Increase the exposure and understanding of SOWA within the community by making in-person visits, speaking to stakeholders over the phone/virtually to develop relationships and secure support.
- Serve as the primary liaison for assigned portfolio of sponsors and partners and lead renewal discussions and negotiations.
- Understand sponsor objectives and goals to develop measurable, integrated activation strategies that maximize ROI.
- Secure new sponsorship underwriting by identifying prospects, researching, qualifying, approaching, and soliciting to secure support.
- Field calls from businesses interested in getting involved with the organization and follow-up to secure support.
- Work closely with SOWA team members and volunteers to ensure that relationships are stewarded, opportunities are realized and deadlines are being met.
- Prepare fact sheets, concept papers, PowerPoint presentations, email solicitations and other collateral for potential funders and in-kind donors.
- Utilize CRM to manage pipeline, log activity with sponsors/partners, and provide reporting and analysis to review progress.
- Manage, prepare, track and execute all partner activation plans, budgets and invoices
- Conduct and develop mid-year and end-of-year summary reports and presentations for major sponsors and partners
- Support SOWA major events including Polar Plunge, LETR events, Tasting Room, State and regional games, and key fundraising events across the state.
- Document all sponsorships and complete all necessary paperwork for accounting and operational fulfillment.
Skills on Resume:
- Corporate Partnership Strategy (Hard Skills)
- Community Engagement (Soft Skills)
- Sponsor Liaison and Renewal Negotiation (Soft Skills)
- ROI Activation Strategy Development (Hard Skills)
- Sponsorship Prospecting and Solicitation (Soft Skills)
- CRM Pipeline Management (Hard Skills)
- Partner Activation and Budget Management (Hard Skills)
- Event Support and Documentation (Soft Skills)
8. Corporate Relationship Manager, Horizon Corporate Solutions, Atlanta, GA
Job Summary:
- Proactively manage a portfolio of existing accounts, for Structured Finance Consumer/Corporate Asset Securitisation transactions.
- Responsible for deepening existing relationships, capturing price and growing the share of wallet by delivering a tailored value proposition to existing issuers.
- Exceed allocated business targets, e.g. market coverage, cross- and upselling of products, average price increases.
- Collect market intelligence to share with broader Relationship Management and Pricing teams.
- Responsible for putting together a structured outreach plan (prioritizing, and defining outreach objectives), for the allocated portfolio.
- Maximize in-person meetings with high-priority accounts and contact other accounts by phone or when the opportunity presents itself at third-party conferences.
- Expect to spend a minimum of 15% of the time meeting customers.
- Contribute to the annual strategic planning process for Structured Finance Consumer/Corporate Asset Securitisations, by assessing the vulnerability of relationships and by identifying new business opportunities for the supported market.
- Works autonomously with limited supervision by line manager (AVP/Team Leader), HoSS, SRH, RM or AE
- Attend 55+ in-person joint meetings with RMs per year (including both lead and support roles)
- Assist RMs/AEs in managing prospects and existing relationships through their entire life cycle
- Prepare materials for existing customers/prospect meetings and support follow-up items post-meetings
- Complete sales process admin in Salesforce
Skills on Resume:
- Portfolio Management (Hard Skills)
- Relationship Deepening (Soft Skills)
- Cross- and Up-selling (Soft Skills)
- Market Intelligence Collection (Hard Skills)
- Structured Outreach Planning (Hard Skills)
- In-person Meeting Management (Soft Skills)
- Strategic Planning Contribution (Hard Skills)
- Salesforce Administration (Hard Skills)
9. Corporate Relationship Manager, Apex Global Investments, Portland, OR
Job Summary:
- Actively develop new client relationships with big SOEs and POEs in the southern China region by working together with product lines to win mandates.
- Deepen the relationship with a portfolio of existing local clients to increase investment banking penetration with a strong focus on investment banking products.
- Guide the Credit Analysis (“CA”) closely to ensure credit proposals are structured and priced properly
- Protect the bank’s interest with acceptable returns and in line with the global account strategy set out by the Global Relationship Managers
- Work and supervise CAs to complete credit proposals and reviews within a reasonable turnaround time.
- Proper follow-up with Risk is also needed concerning addressing all further inquiries and additional input.
- Plan visits to clients at acceptable frequencies to update business development of the clients as required by the management and the Risk, and identify and react to early warning signals on the deterioration of counterparty risk and operational risks.
- Work closely with overseas SG network to serve the client's global needs.
- Identify cross-selling opportunities on all prospects and existing clients on CIB products
- Assist the respective CIB product sales to win the mandate from a relationship perspective.
Skills on Resume:
- Client Relationship Development (Soft Skills)
- Investment Banking Penetration (Hard Skills)
- Credit Proposal Structuring (Hard Skills)
- Risk Management (Hard Skills)
- Client Visit Planning (Soft Skills)
- Global Network Collaboration (Soft Skills)
- Cross-selling Identification (Soft Skills)
- Mandate Support (Soft Skills)
10. Corporate Relationship Manager, Sterling Business Solutions, Minneapolis, MN
Job Summary:
- Identifying, calling and selling the company products and services to potential customers
- Developing long-term customer relationships to promote and reinforce value propositions.
- Promoting products and services to existing key account customers
- Following up on customer requests, orders placed, out-of-stock situations and all communication to customers.
- Identifying opportunities to grow the market share
- Achieving monthly and yearly sales targets through planning and executing plans for key accounts.
- Obtaining complete knowledge of competitor products and markets.
- Keeps abreast of the competitive products and marketing strategies.
- Identifies market opportunities and takes action to promote the Bank’s products and services to enhance the client base of the Bank.
- Analyzes business growth of the products and services of the Bank
Skills on Resume:
- Product and Service Sales (Soft Skills)
- Customer Relationship Development (Soft Skills)
- Key Account Promotion (Soft Skills)
- Customer Follow-up (Soft Skills)
- Market Share Growth Identification (Hard Skills)
- Sales Target Achievement (Hard Skills)
- Competitor Analysis (Hard Skills)
- Market Opportunity Identification (Hard Skills)
11. Corporate Relationship Manager, Paragon Financial Partners, Dallas, TX
Job Summary:
- Solicits new customers to enhance the Bank’s loan base.
- Prepares, proposes and evaluates credit applications and proposals as well as negotiates and packages loans based on appropriate risk management procedures to ensure that the Bank’s interest is protected.
- Liaises with Head Office on loan proposals.
- Prepares letters of offer to customers according to the terms and conditions of facilities approved by Head Office.
- Attends to all legal documentation of approved loans and advances.
- Ensures that all terms and conditions listed out by Head Office and in the approval letters to customers are complied with/met by the customers before release of funds.
- Check all security documents for signature by the Bank’s Attorney.
- Attends to the necessary follow-up on facilities granted to customers including liaising with solicitors, maintenance of relevant security registers, renewal of insurance and releasing of documents upon settlement of facilities.
- Attends to insurance matters on the facilities including new policies, renewal and cancellation.
- Monitors the servicing of loans by borrowers and takes necessary actions to safeguard the Bank’s interest.
Skills on Resume:
- Customer Solicitation (Soft Skills)
- Credit Application Preparation (Hard Skills)
- Loan Proposal Evaluation (Hard Skills)
- Legal Documentation Management (Hard Skills)
- Compliance Monitoring (Hard Skills)
- Security Document Verification (Hard Skills)
- Loan Servicing Monitoring (Hard Skills)
- Insurance Management (Hard Skills)
12. Corporate Relationship Manager, Summit Capital Advisors, Columbus, OH
Job Summary:
- Review customers’ existing facilities and follow up on any request for additional/change of facilities.
- Attempts to revive delinquent accounts by calling, visiting customers, restructuring/rehabilitation of such accounts and other acts as deemed necessary.
- Attends to all litigation matters involved in the settlement of loans from customers.
- Prepare and review provisions for non-performing and bad and doubtful accounts.
- Reviews existing facilities by way of annual review and annual reduction as well as the maintenance of such reviews.
- Achieves business targets in respect of volume and profitability for the range of products/services offered by the Bank.
- Assists in the development of marketing strategies and business plans as well as ensuring successful implementation of approved strategies.
- Establishes short and long-term marketing plans and programs to achieve planned business objectives.
- Keep abreast of the provision and changes in the Statutory requirements, Head Office Policies and Bank Negara Malaysia’s Guidelines to ensure due compliance in all aspects of human resources and administration.
- Adheres to and ensures that the policies, procedures and guidelines listed in the Anti-Money Laundering and Counter Financing of Terrorism Operations Manual are complied with as well as all other operating policies/procedures and regulatory rules are complied with at all times.
Skills on Resume:
- Facility Review and Follow-up (Hard Skills)
- Delinquent Account Rehabilitation (Soft Skills)
- Litigation Management (Hard Skills)
- Provision Review for Non-Performing Accounts (Hard Skills)
- Business Target Achievement (Hard Skills)
- Marketing Strategy Development (Soft Skills)
- Regulatory Compliance (Hard Skills)
- Anti-Money Laundering Adherence (Hard Skills)