Relationship Associate Resume Samples

The main duty of a Relationship Associate is to meet the company’s target through servicing the daily requirements of the client and to maintain updated data/ information on accounts. Job duties commonly listed on the Relationship Associate Resume include the following – coordinating with concerned units regarding the appropriate management of accounts, ensuring adequate delivery of bank services to clients; gathering and collating necessary and updated information and data on accounts; assisting in pre-screening of loan applications through phone verifications, preparing basic analysis and evaluation of client’s proposals; and liaising between clients and banks operating units.

While the job duties vary based on the type, scope, and size of the facility, the following are certain core skills depicted on resumes – strong communication and presentation skills; the ability to interact well with dependencies, excellent interpersonal skills, and telephone mannerism. A degree preferably in any business course will be an asset.

 

Relationship Associate Resume example

Relationship Associate Resume

Objective : Relationship Associate professional with strong leadership capabilities. A Self-Starter is known for superior attention to detail, excellent organizational skills, and the ability to multitask effectively to ensure goals and objectives are met. 

Skills : Microsoft Office, Communication, Finance.

Description :

    1. Assisted in overseeing a diverse account base.
    2. Ensured timely and proper setup of accounts on all systems.
    3. Established any required files.
    4. Followed up on outstanding documents from the setup process.
    5. Tracked the transfer of assets into the account.
    6. Ran reports to monitor principal and income balances for all trust accounts.
    7. Acted as secondary liaison with Trust Operations on tax issues.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BBA


Relationship Associate Resume

Objective : Driven, proactive Relationship Associate professional seeking Executive Assistant position for a CEO that utilizes extensive knowledge of effective multi-tasking, resourceful scheduling coordination, office, and accounting management. Also experienced in event planning.

Skills : Communication, Organizational, Multi-tasking, Self-Motivated, and Detail Orientated.

Description :

    1. Researched current industry trends to assist in sales and account expansion by generating leads.
    2. Produced client and prospect pipeline for the relationship managers.
    3. Oversaw and produced print management needs including pitch books, financial quarterly reports, asset allocation studies press articles, publications, and other collateral.
    4. Attained product and investment details for Private Bankers using various tools and software.
    5. Participated in client proposal presentations, client meetings, and brainstorming meetings to provide creative ideas and solutions for the best way to visually communicate goals and messages.
    6. Handled and processed all documents related to client accounts and account maintenance.
    7. Applied proper enhanced due diligence measures and compliance guidelines.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma


Relationship Associate Resume

Headline : Accomplished team leader recognized for the exceptional ability to demonstrate leadership in complex operational environments, able to establish a clear vision of work goals, and guide others towards achieving these goals. Skilled in analyzing business documents and creating effective solutions that result in maximized efficiency, increased revenue, and reduced expenses.

Skills : MS Word, Analyzing Skills, Team Work.

Description :

    1. Assisted Manager with sales and service leadership at the Fairview Park Branch.
    2. Analyzed customer needs and determines the appropriate products and services required to accomplish the client's financial goals.
    3. Acquired new clients and followed up on referrals; grew market share through balance sheet growth and client satisfaction.
    4. Built client referral pipeline via the identification and development of internal and external centers of influence.
    5. Researched adversary products and services and compiled competitor analysis.
    6. Ensured compliance with operational, security, and audit procedures.
    7. Conducted meetings in partnership with management; taught and coached staff on best practices.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA

Relationship Associate Resume

Objective : As a Relationship Associate, responsible for Interacting in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating a commitment to quality client service. Experience in Ensuring that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations and that the risk associated with those decisions can be effectively managed.

Skills : MS Word, Tracking Skills, Communication Skills.

Description :

    1. Requested and granted unique access to the branch balance sheet in an effort to gain a complete understanding of the business and enabling a comprehensive approach to strategic planning and resource allocation.
    2. Maintained and updated files as required by Relationship Managers on products and clients.
    3. Monitored current client portfolios by periodically reviewing performance.
    4. Tracked and monitored outstanding items.
    5. Ensured accounts have available cash to cover all tax payments and professional service fees.
    6. Worked closely with Relationship Managers in managing a portfolio of commercial large corporate accounts.
    7. Independently and proactively handled complex customer issues and problems.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Diploma

Relationship Associate Resume

Objective : Seeking a Relationship Associate position, responsible for Supporting sales colleagues to build and maintain branch client relationships, working with business partners to deliver solutions in order to maintain and grow client relationships, Recognizing and recommends cross-selling opportunities to maximize banking office profitability.

Skills : Customer Service, Treasury Management,

Description :

    1. Opened new accounts, processed loans, opened CD accounts, sent wires, transferred funds for clients.
    2. Answered phones and email inquiries, researched information to solve customer service issues.
    3. Completed quarterly compliance reports for the Private Bank group.
    4. Worked with three Financial Officers.
    5. Set up quarterly financial meetings with clients for portfolio reviews.
    6. Assisted with the preparation of portfolio reviews.
    7. Able Relating to clients, organizational skills, coordinating business meetings, client appointments.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED

Relationship Associate Resume

Summary : As a Relationship Associate, responsible for Acting as a champion for clients and colleagues providing exemplary service, and also Partnering with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.

Skills : Customer Service, Training Skills, Directing Skills.

Description :

    1. Responsible for a small portfolio of non-borrowing customers and shared leadership role with Relationship Managers and Customer Support Manager in managing a portfolio of commercial middle market accounts.
    2. Collaborated with Relationship Manager and/or other Treasury Management Office sales staff to identify prospective opportunities to market or cross-sell non-credit products.
    3. Visited with customers for the purpose of relationship building and cross-sell.
    4. Handled moderately complex to complex customer issues and situations.
    5. Reviewed and approved wires up to my designated limit monitored overdrafts and partnered with office management in decision making.
    6. Evaluated profitability and risk of the designated portfolio, providing an alternative pricing structure.
    7. Trained and mentored less experienced Relationship Associates.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS

Relationship Associate Resume

Objective : Highly skilled Relationship Associate position, responsible for Supporting sales colleagues to build and maintain branch client relationships. Experience in working with business partners to deliver solutions in order to maintain and grow client relationships, and also Recognizing and recommending cross-selling opportunities to maximize banking office profitability.

Skills : Outlook, Customer Service, Sales, Clerical Duties.

Description :

    1. Served as a new account specialist with the ability to process teller transactions and maintain cash drawers.
    2. Cultivated lasting client relationships by providing guidance and navigating them toward solutions that meet their needs in an environment that they can trust.
    3. Effectively provided outstanding customer service and individualized attention.
    4. Utilized contact management system to identify new client opportunities and follow up with existing customers to drive new business and establish customer loyalty.
    5. Developed and implemented business and marketing plans to increase client base and branch loyalty.
    6. Leveraged technology channels, lending, business banking, and investments to align company products and services with client needs to provide clients with the highest rate of return on funds.
    7. Provided service for wire transfers, filing appropriate documentation to ensure records management and information security.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Relationship Associate Resume

Summary : Talented, positive, and highly energetic Relationship Associate with progressive and successful experience in support of senior management. Recognized for outstanding work ethic, dedication to excellence, and organizational strengths. Proven ability to organize, prioritize, and manage projects.  

Skills : Managing Skills, Organizational Skills, Multitasking.

Description :

    1. Responsible for supporting two Relationship Managers including monthly client revenue reporting, and submit and track client requests.
    2. Maintained confidential client files.
    3. Transferred funds and make payments for clients.
    4. Processed loan and line payments.
    5. Openned accounts for clients.
    6. Generated loans and lines of credit documents for managers.
    7. Assisted in performing financial statement analysis for non-complex relationships.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
G.E.D

Relationship Associate Resume

Objective : A knowledgeable and motivated banking and technology Relationship Associate professional with significant product management, technology integration, project management, and customer support experience.

Skills : Customer Service, Analyzing, Management.

Description :

    1. Built and maintained client bases, keeping current client plans up-to-date, and recruiting new clients on an ongoing basis.
    2. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
    3. Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment.
    4. Interviewed clients to determine their current income, expense, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan.
    5. Processed loan applications.
    6. Investigated and corrected errors upon customers' request, according to customer and bank records.
    7. Maintained customer relationships by providing excellent customer service.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Relationship Associate Resume

Objective : Self-motivated Relationship Associate professional highly proficient in developing creative solutions and implementing objective decision making. Maintains a positive attitude and works hard to build team relationships.

Skills : Cash Handling, Cheerful And Energetic, Effective Team Player, MS Office Proficient, Exceptional Customer Service.

Description :

    1. Executed wire transfers of funds.
    2. Compiled information about new accounts, entered account information into computers and file related forms or other documents.
    3. Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
    4. Answered customers' questions, and explain available services such as deposit accounts, bonds, and securities.
    5. Obtained credit records from reporting agencies.
    6. Referred customers to appropriate bank personnel to meet their financial needs.
    7. Evaluated profitability and risk of the designated portfolio.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS