Business Relationship Manager Resume Samples

A business relationship manager or a BRM is an IT liaison for each of the departments in an organization. It is the duty of the BRM to understand the business processes and deliver effective technological guidance so that the ROI is achieved. The primary roles and responsibilities that fall in the job template of a Business relationship manager include – aligning different IT and business strategies to increase productivity, defining key techniques, understanding and communicating the concerns pertaining to IT department, working with architects to understand technology trends, working with financial team to frame budgets and forecasts and finally analyzing new business initiatives.

A successful BRM professional should showcase in the Business Relationship Manager Resume skill sets such as – extensive financial expertise, sales orientation, organization skills, and related computer competencies. Candidates willing to pursue this line of operation should mention a degree preferably in the field of finance in their resume.

Business Relationship Manager Resume

Summary : Proven ability to utilize inspiring leadership, personal drive, creative vision, and analytical skill to yield successful delivery of both team and individual goals, actively contributing to organizational growth.

Skills : Event Planing And Execution, Relationship Management.

Description :

    1. Manage, maintain and grow a book of business for businesses with $2-$25 Million in annual revenues.
    2. Direct a consultative team of 4-8 internal partners to effectively plan and implement sales and marketing strategies to achieve goals and revenue growth targets.
    3. Perform effective financial analysis and underwriting in the areas of credit, cash flow and collateral.
    4. Strong experience developing new business relationships and retaining an existing book of business: 2013 resulted in $9.5 million in loan production, 70 sourced loan opportunities, $2.5 million in deposit production, and 46 sourced deposit opportunities and 33% book growth.
    5. Coach and develop teammates in four branches in a diverse market area to ensure teammates' success through coaching which contributed to achieving targeted performance results for Business deposit and loan growth goals at the branch and area level.
    6. Achieved 10% growth of my book of business and the branch's book of business by utilizing internal and external partner relationships.
    7. Ability to maintain individual performance while actively participating within the team and area team to ensure that team/area goals achieved as well as my individual goals.
    8. Used Business Operations/Budget Management Community Relationships/Development Administrative Management Public Relations/Communications Sales and Marketing Customer Relationship Building Strategic Planning and Execution.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business


Sr. Business Relationship Manager Resume

Summary : Seeking employment with a company that will leverage my transferable skills and experiences to further support their organization's growth for profits, market share, and sustainability for the company.

Skills : Access, Sap, Excel, Powerpoint, MS Office, Acrobat, Autocad, Crystal Reports, Crystal Reports, Excellent Customer Service, Management, Negotiation, ADP, SQL, Personnel Management, Personnel Management, Problem Solving, Project Management.

Description :

    1. Analyzed products, service and customer data to provide a recommendation to invest in shares, banking, insurance, loan, mutual fund, gold, bond, fixed deposits, products and services to the firm's customers and also to mentor new hires.
    2. Initiated corporate meetings to introduce various products and services offered.
    3. Achieved business in an adverse situation and through difficult clients.
    4. Charted out a plan for business growth and suggested products to minimize their risk.
    5. Heavily utilized PivotalCRM, thunderbird to perform day to day jobs and for educating clients to use the web-based platform to transfer funds, invest, save their insurance, buy a bond , fixed deposit, mutual fund, future and options, research market all in one platform.
    6. Prevented money laundering by ensuring the clients are KYC compliant and authenticated each document by matching them with originals.
    7. Utilized access to the firms' countrywide customers' data(item master) and their investment portfolio to resolve their issues or concerns.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Master Of Science


Jr. Business Relationship Manager Resume

Objective : Predominantly healthcare related, from insurance software to direct patient care. The most recent position, although more of an account manager position, did involve careful testing, software configuration setup, knowledge of Medicare/Medicaid Regulations.

Skills : SQL, ORACLE, Project Management, Account Management, Medicare, Medicaid, Account Management, Insurance, Documentation, Crystal Reports.

Description :

    1. Flagship product is MarketProminence, a versatile software application providing clients with a customizable database able to conform to specific business requirements and a changing insurance market.
    2. Achieved Management status for between three to seven of the company's 23 accounts, representing $2MM+ in annual revenue.
    3. Handles day-to-day client relationships, coordinates between business units to complete requests, carefully documents all case requirements within the secured network.
    4. Communicates changes between clients and the in-house developers and provides high-level documents outlining the desired system functionality.
    5. Deploys implementation scripts and queries into client databases.
    6. Provides configuration changes, fully tested and approved, with step-by-step instructions to the client for their future edification.
    7. Supports complete lifecycle of custom software, including application configuration, interface creation for Medicare/Medicaid solutions, PBM claims and online enrollment systems, Oracle database management and code development initiatives.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business

Business Relationship Manager III Resume

Summary : Long term position utilizing 8 years in sales, marketing and administration, 11+ years in banking with 6 years of successful Business Banking experience.

Skills : Project Management, Agile, Engineering.

Description :

    1. Grow and manage a portfolio of Business Banking relationships.
    2. Set short and long term goals for clients involving finance and wealth management Acquisition of new business through active calling on existing clients to solicit referrals and calling on targeted prospects.
    3. Continuous consulting with clients to identify product and service solutions that meet the financial needs of the client and their business.
    4. Training and Development of key banking Personal within the Commercial Group to meet sales goals and compliance.
    5. Licensed Relationship Banker Develop rapport and relationships with a wide array of customers.
    6. Developed a keen ability to sell deposit products to customers, build new customer relationships through sales initiatives and telemarketing; and cross-sell and provide referrals to other areas of the Bank.
    7. Assist management with the training and development of newer bankers, providing them with more advanced sales techniques, and methods.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Business Relationship Manager II Resume

Objective : To work in a dynamic, diverse work place where its team members' growth and development is encouraged and thus its employees can grow professionally and accept bigger responsibilities and challenges. To obtain and secure a position where enthusiasm, experience and knowledge will be utilized.

Skills : Certified Business Relationship Management Professional.

Description :

    1. Responsible for the overall success and growth of assigned sales territory.
    2. Managing relationships of existing customers, providing continuing financial advice as appropriate, determining customers commercial loan and deposit needs and deepening existing customer relationships, acting as the customers advocate in securing suitable credit and cross sells products and services.
    3. Structuring and completing straight forward secured and unsecured business loans.
    4. Effective partnering with retail branches and other Seyda B.
    5. Reviewing customers' needs and accounts on a quarterly basis and determining their cash flow and deposit and/or lending needs and working with the assigned Treasury Management Representative to structure the best and most effective proposals to customers.
    6. Managing a portfolio with a total of 100 households, $30MM loan volume, $20MM deposit and $1.1MM revenue.
    7. Provide feedback, market intelligence, and other data for reporting purposes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.A. In Political Science

Business Relationship Manager I Resume

Objective : Over 26 years of experience in building and leading integrated sales and marketing for financial institutions and high-profile companies. Strong focus on team building and employee relations. Excellent leader who creates a team-oriented environment; which increases employee efficiency and productivity.

Skills : Word, XSL.

Description :

    1. Manage a portfolio of clients with revenues from $500k to 10MM.
    2. Building relationships by providing financial advice to business clients with a focus on client experience and risk management.
    3. Develop and manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects.
    4. Building collaborative internal and external Relationships to provide the best in client advice and service develop the business to ensure a seamless experience for the client who has multiple products and services.
    5. Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.
    6. Coach and mentor the entire branch team to uncover sales opportunities among both current and potential business customers.
    7. Work with Personal Bankers (PB's) to increase comfort and effectiveness with business customers and prospects.
    8. Handle or oversee all business credit applications.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Arts

Lead Business Relationship Manager Resume

Headline : Highly motivated and detail oriented professional with experience in business operations analysis, schedule planning, revenue management, account management, project management and customer/employee relations. Able to resolve problems in a creative, diplomatic and timely manner. Skilled at building relationships and trust by collaborating with all levels of an organization.

Skills : Certified Business Relationship Management Professional.

Description :

    1. Serve as the Client Relationship Manager between Bank business units and local and National Information Technology.
    2. Significant knowledge in subject matter pertaining to both IT and the business.
    3. Develop relationships and consults with senior executives and client business leaders to understand their business environment and provide proactive, strategic IT consultation and solutions.
    4. Support clients and helps shape IT strategy through the development and implementation of local and National IT infrastructure and applications development initiatives.
    5. Drive the strategic delivery of solutions for the business units served.
    6. Provide valuable input on leadership and direction of the IT department.
    7. Provide strategic IT counsel and direction to the Bank's business areas by engaging in strategic department planning and staff meetings.
    8. Build and foster strong partnership between local clients and FRS IT service providers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor

Asst. Business Relationship Manager Resume

Headline : Deliver value and positively impact a reputable company by providing long term benefit as a top income producing asset.

Skills : Account Management, Insurance, Documentation, Crystal Reports.

Description :

    1. Present a variety of product solutions to meet client needs through sales profiling techniques, Maximize Business household growth, cross sale opportunities and ongoing relationship profitability.
    2. Proactively develop existing bank relationships by understanding client goals and business challenges.
    3. Prepare client profiles, relationship plans and calling schedules through CRM for prospects and customers.
    4. Identify Business prospects and business referral opportunities through outside calling and marketing efforts.
    5. Ensure loan requests are processed accurately through coordinating efforts with underwriting and clients.
    6. Provide assistance and exceptional sales support as a knowledgeable product specialist.
    7. Maintain a current understanding of Bank procedures, policies, regulations and bank compliance.
    8. Maintain an awareness of competitive products, practices, rates and changes in market area.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Associate Business Relationship Manager Resume

Headline : To secure a position where I can utilize outstanding organizational, detail oriented and multi-task oriented skills, which can help in managing the work efficiently and in running the administration smoothly.

Skills : Program Development, Operations Management.

Description :

    1. Build and strengthen a working relationship between the supply chain business users and the IT department.
    2. Establish strategic direction and drive the empowerment of technology solutions.
    3. Champion the process of developing and presenting executive business case requests requiring technology solutions to help drive strategic-level initiatives.
    4. Developed a 5 year IT strategic road map for the Supply Chain line of business to be presented to the executive leadership team.
    5. Initiated the project and defined the scope to construct a new 600,000 sq.
    6. Distribution center to meet the additional supply chain capacity demands of the new store growth.
    7. Collaborated with the Supply Chain senior leadership to define the scope to establish a new west coast port facility to position the supply chain team to process our imported product in a more efficient and cost-effective manner.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Masters Of Business

Business Relationship Manager/Supervisor Resume

Objective : Accomplished Project Manager with extensive experience leading teams, developing business strategy and innovation, and managing various business relationships. Passionate about LEAN/Agile approaches to deliver higher business value through scaled team-based organizations aligned to business strategy through effective communication. Reputation for innovative solutions, product quality, customer service, and cost reduction.

Skills : Project Management, SDLC, QA Management.

Description :

    1. Started Provide the ability to grow customers to a managed portfolio Prioritizing Business Relationship Management within the company.
    2. Identifying the needs of existing and potential customers and then ensuring that appropriate resources are committed to meeting those requirements.
    3. Inspiring others to change for the benefit of the business.
    4. Working closely with customers to ensure that they are getting the best from the business.
    5. Showing team members how to adopt more effective ways or working.
    6. Quickly gaining an understanding of a client's business strategies, plans, needs and objectives.
    7. Leading a team by providing them with guidance, motivation, and support.
    8. Communicating the needs of the business to all relevant staff.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Arts

Business Relationship Manager/Coordinator Resume

Headline : Seeking employment with an organization where use talents and skills to help the organization meet and exceeds its goals.

Skills : Selling, Relationships.

Description :

    1. Analyze applicants' financial status, credit, and property evaluations to determine the feasibility of granting loans.
    2. Obtain and compile copies of loan applicants' credit histories corporate financial statements, and other financial information.
    3. Meet with applicants to obtain information for loan applications and to answer questions about the process.
    4. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
    5. Partner with existing customers to understand business goals, strategies, and challenges.
    6. Assess financial needs, formulate a business plan, deliver financial products and services.
    7. Perform financial analysis in areas of credit cash flow and collateral.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor's

Business Relationship Manager Resume

Headline : Highly motivated and detail oriented professional with experience in business operations analysis, schedule planning, revenue management, account management, project management and customer/employee relations. Able to resolve problems in a creative, diplomatic and timely manner. Skilled at building relationships and trust by collaborating with all levels of an organization.

Skills : Microsoft Office.

Description :

    1. Developed and maintained effective business relationships with key internal client stakeholders.
    2. Pursued opportunities to increase customer satisfaction and deepen client relationships; managed day-to-day client interactions; set and managed expectations by ensuring clients achieved a clear understanding of deliverables, dependencies and risks.
    3. Established stakeholder connections that demonstrated the understanding of key relationships.
    4. Ensured prompt delivery to the business, developed communication and trust with key stakeholders, became trusted advisor to the business units.
    5. Worked closely with the Solution Delivery team to improve efficiency and viability of work flow.
    6. Supported overall strategic initiatives and assisted in their adoption and delivery.
    7. Improved processes used to manage pipeline activities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certificate