business banking relationship manager resume example with 6 years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
:
Summary
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking treasury opportunities to expand skills.
Skills
Well-developed ability to communicate with clients in a clear manner and strong presentation skills
Strong desire to grow professionally and personally
Solid computer skills, proficient in MS Teams, PowerPoint, Excel, Outlook, OneNote and Word
Ability to work independently as well as in a team-based environment
Excellent planning and follow-up skills
Strong interpersonal skills and able to work well with staff at all levels
Business strategies
Financial analysis and planning
Client relationship management
Risk analysis
Active listening
Financial Modeling
Problem-Solving
Analytical Thinking
Salesforce CRM
Experience
Business Banking Relationship Manager, 03/2022 to Current Keybank National Association – Westlake, OH,
Provided customers with first-rate experience and developed long-lasting relationships.
Enhanced financial performance metrics by networking to create successful and sustainable relationships.
Evaluated accounting and financial reporting systems to assess quality, identify concerns and devise enhancement strategies.
Consulted with small business customers to determine needs and means and propose personalized banking solutions.
Relationship Manager II | Assistant Vice President, 01/2020 to 02/2022 Amegy Bank Of Texas – City, STATE,
Manage a portfolio of 80 customers within multiple entities with annual revenue between $2M - $20M
Partner with business owners, CEOs, and decision makers to develop customized client solutions to address real estate, working capital lines of credit, equipment financing, depository services and cash management
Cultivated relationships with customers by participating in meetings onsite and at client locations
Collaborated with various departments to improve communication and deliver individualized customer solutions through cross-selling
Drafted monthly summaries to review level of client participation and identify targets for follow-up calls
Drove client satisfaction and kept lines of communication open to further business objectives through strong customer relationships
Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base
Evaluated risk, gauged relative valuations and identified threats
Evaluated historical, current and forecast data to determine opportunities for development and enhancement by utilizing financial models
Analyzed financial data to identify trends, patterns and strategies
Business Banking Associate, 01/2018 to 01/2020 Amegy Bank Of Texas – City, STATE,
Engaged with supervisor and team members to analyze accounts and proactively identify issues that need to be addressed
Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment
Communicated monthly and quarterly results at varying levels of management through written, verbal and presentation formats
Developed and maintained relationships with customers while generating sales opportunities for
Adhered to bank and legal guidelines for reporting, loan approvals and money handling
Built optimum financial packages based on market conditions and clients' capital needs by developing financial analysis reports and presentations applying acquired financial principles
Evaluated financial and operational performance of companies facing financial difficulties to determine possible remedies
Juggled multiple projects and tasks to ensure high quality and timely delivery
Credit Analyst (Officer Development Program), 01/2017 to 01/2018 Amegy Bank Of Texas – City, STATE,
Aided Relationship Managers and Portfolio Managers within business lending groups
Supported Relationship Managers while out on client meetings by taking notes and documenting meeting information in Salesforce for tracking
Structured financial credit analysis packages
Reviewed customer financial data to ascertain level of risk involved for extending credit
Prepared basic and preliminary credit analyses to determine creditworthiness and compliance
Prepared financial ratios and spreads using computer programs to evaluate customer financial status
Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk
Monitored and maintained compliance with internal controls and government regulations
Presented key information to upper management and executive team for loan recommendations
Treasury - Intern, 01/2016 to 08/2016 Amegy Bank Of Texas – City, STATE,
Constructed deeper understanding of various products and services the bank’s Treasury Management sales team offered
Supported Treasury Management Officers while in client facing meeting by taking notes and updating Salesforce with thorough details from the meeting upon completion of calls
Followed instructions from management to complete tasks according to exact specifications
Conducted in-depth research in order to write An effective financial proposals with merchant service representative to validate savings and prepare sales approach for closing of the potential deal at hand
Grasped new materials, processes and programs quickly to maximize performance.
Analyzed bank fees and recommended cost-saving plans
Education and Training
Bachelor of Business Administration: Finance, Expected in 05/2017 to Texas Southern University - Jesse H. Jones School of Business - Houston, Texas GPA: GPA: 3.33/4.0, Honors
Cum Laude, Dean’s List 2014-2016, Jesse H. Jones Undergraduate Scholarship Recipient, 1979 ‘Frame the Future’ 2015-2016 Scholarship Recipient
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.
Resume Overview
School Attended
Texas Southern University - Jesse H. Jones School of Business
Job Titles Held:
Business Banking Relationship Manager
Relationship Manager II | Assistant Vice President