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Business Relationship Manager Resume Example

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BUSINESS RELATIONSHIP MANAGER
Professional Summary
Results-oriented banking professional with over 17 years in sales and branch management, loan management and general bank operations.
Skills
  • Team player
  • Strong team-builder
  • Sales professional
  • Background in mutual funds, stocks, bonds and investments
  • Organized
  • Analytical
  • Goal-oriented
Work History
Business Relationship Manager05/2010 to Current
JP Morgan Chase – Downey, CA
  • Oversaw 4 branch teams consisting of 15 personal bankers and 10 small business bankers.
  • Managed 4 branches with an average of $30 million in monthly business deposits.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Developed new business with existing clients by growing deposit and credit balances, introducing new services, and bringing in partners who could offer additional solutions.
Business Banking Officer10/2007 to 04/2010
US Bank – Signal Hill, CA
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Developed and maintained relationships with local real estate agents.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Developed prospects for new loans with 20-25 cold calls weekly.
Wholesale Account Executive07/2005 to 08/2007
Barclays PLC - Equifirst – Long Beach, CA
  • Responsible for developing relationships with mortgage bankers.
  • Explained underwriting guidelines and loan product offering to brokers and loan coordinators.
  • Consistently ranked among top 20% of account executives.
  • Submitted loan applications to loan underwriter for verification and recommendation.
Client Financial Analyst02/1996 to 06/2005
Citibank – Seal Beach, CA
  • Maintained friendly and professional customer interactions.
  • Oversaw a branch new accounts team consisting of 3 personal bankers.
  • Developed, proactively sourced and acquired new client relationships by maximizing client sales opportunities.
  • Utilized Series 6, 63, and L&D licenses to identify clients needs.


Education
Associate of Arts: BusinessLong Beach City College- Long Beach, CA
Bachelor of Science: Business AdministrationLong Beach State University- Long Beach, CA
Certifications
Licenses Held: Series 6, 63, Life/Disability(Insurance), and Real Estate Sales
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Resume Overview

Companies Worked For:

  • JP Morgan Chase
  • US Bank
  • Barclays PLC - Equifirst
  • Citibank

School Attended

  • Long Beach City College
  • Long Beach State University

Job Titles Held:

  • Business Relationship Manager
  • Business Banking Officer
  • Wholesale Account Executive
  • Client Financial Analyst

Degrees

  • Associate of Arts : Business
    Bachelor of Science : Business Administration

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