Relationship Specialist Resume Samples

A Relationship Specialist takes responsibility for developing a strong and trusted relationship with customers through accurate and timely communication. While actual duties vary from company to company, the following are certain core duties seen on the Relationship Specialist Resumemanaging a high volume of customer calls, resolving customer issues in an accurate and timely manner; attending and conducting project status and reviewing meeting with customers; maintaining and updating documents relating to customer accounts and business reports; developing new business opportunities in every customer communication; coordinating calls, and assisting in developing sales and marketing initiatives.

Important qualities that can highlight a resume include the following – strong communication skills for writing and to make customers understand the said information, customer service skills; interpersonal skills; listening skills, patience, and problem-solving skills. A degree in marketing or sales is commonly seen on eligible resumes.

Relationship Specialist Resume example

Relationship Specialist Resume

Summary : A consistent, hard-working, highly motivated person. enjoy working with the public Looking to improve the position in the workforce, expand the knowledge and skills.

Skills : Word, Excel, and PowerPoint, Strong Typing.

Description :

    1. Responsible for providing support services to RM by performing account related client activities which includes processing transactions, account set up, and maintenance.
    2. Served as the primary contact for client services.
    3. Ensured data integrity of loans for lower bank exposure transactions.
    4. Assisted the sales team in identifying cross-selling opportunities.
    5. Performed various client services which include account set-up for deposits and treasury, client inquiry and request, account maintenance, and other related client service activities.
    6. Served as the liaison between clients, client team business partners, and support centers.
    7. Handled loan-related client servicing requests, issues, and concerns.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS


Relationship Specialist Resume

Objective : Motivated banking professional possessing a strong commitment to quality customer service coupled with superb communication skills. 5 years of achieving customer service satisfaction and customer retention goals. 

Skills : Microsoft Office, Computer Skills, Communication Skills, Interpersonal Skills.

Description :

    1. Trained and directed new hires during department orientations.
    2. Greeted customers entering the store to ascertain what each customer wanted or needed.
    3. Described product to customers and accurately explained details of accounts.
    4. Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and resolving problems on the spot.
    5. Learned, referenced, and applied product knowledge information.
    6. Contacted new and existing customers to discuss how their needs could be met through specific products and services.
    7. Identified prospective customers by using business directories and following leads from existing clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA


Relationship Specialist Resume

Objective : Highly focused customer service professional with a history of establishing productive relationships. Known for the ability to balance customer needs with company goals. Seeking to obtain a position as a Relationship Specialist.

Skills : Microsoft Office, Outlook, Typing, Problem Solving Skills.

Description :

    1. Conferred with customers by telephone or in-person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
    2. Checked to ensure that appropriate changes were made to resolve customers' problems.
    3. Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions, are taken.
    4. Referred unresolved customer grievances to designated departments for further investigation.
    5. Prepared change of address records, using computers.
    6. Operated office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
    7. Answered telephones, direct calls, and take messages.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BBA

Relationship Specialist Resume

Objective : dedicated individual with multifaceted career experience and a strong record of sales and exceptional customer service. Ability to organize, plan, and schedule in a fast-paced work environment.

Skills : Quality Assurance, Risk Management, Risk Assessment, Management.

Description :

    1. Managed day-to-day administration of client and corporate accounts.
    2. Ensured accurate and compliant setup as well as processing and maintenance to achieve the highest level of customer satisfaction.
    3. Led and supervised staff members in the fulfillment of corporate goals.
    4. Built and cultivate high performance, innovative team that works cooperatively to achieve common goals.
    5. Served as a liaison between interdepartmental colleagues, internal bank departments, and external vendors, developing and maintaining strong business alliances to optimize branch performance.
    6. Worked to optimize the financial performance as well as the development and execution of goals for the Corporate Trust Account Portfolio.
    7. Conducted interviews and provide training for other staff members.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Business Administration

Relationship Specialist Resume

Objective : Talented and accomplished professional with 5 years of IT experiences in the financial sector. Outstanding record of supporting and improving technical operational processes. . Proficient in resolving complex IT issues and delivering effective solutions.

Skills : Workload Automation, Scheduling, Detail-Oriented.

Description :

    1. Contacted inbound, and Outbound Call Center, for Collections, Research, and Customer Service.
    2. Worked within all stages Collections exemplifying communication skills and ability to resolve issues.
    3. Analyzed contracts and applied financial adjustments as needed.
    4. Responsible for updating contract data to ensure accuracy.
    5. Initiated and negotiated payment arrangements with clients to help minimize delinquency rates.
    6. Recognized monthly for outstanding performance in Quality and Production.
    7. Responsible for managing multiple contracts with flexibility and timeliness.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA in Human Resource Management

Relationship Specialist Resume

Summary : Seeking the position of a Relationship Specialist. Detail-oriented multitasker with extensive communication, organizational, and interpersonal skills. Proven ability to form strong relationships with colleagues and others at all levels. 

Skills : Creative Problem Solving, Multi-Task Management, Organizational Skills.

Description :

    1. Assisted clients with account Maintenance.
    2. Reviewed accounts to ensure clients of aware of benefits.
    3. Asked questions to see if the customer qualifies for a financial review.
    4. Opened up new accounts and follow procedures to ensure all regulations are met.
    5. Read credit card terms and conditions.
    6. Handled escalated clients.
    7. Answered questions and resolving problems for members by owning the issue until resolved.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS in Sports Science

Relationship Specialist Resume

Objective : Committed and motivated Relationship Specialist with exceptional customer service and decision making skills. Strong work ethic, professional demeanor, and great initiative. 

Skills : Microsoft Word, Event Coordination, Integrated Marketing, Community Relations, Customer Relationship Management.

Description :

    1. Supported and actively demonstrating adherence to brand and quality standards to ensure a positive member experience.
    2. Achieved referral performance and exceed member service expectations and operational standards in alignment with personal and financial center goals.
    3. Provided sales support functions for loan closings and achieve personal referral goals for all products and services.
    4. Performed any task and/or balancing functions required as part of service functions.
    5. Adhered to all core values with each and every interaction or activity, whether personal or professional, including Financial and monetary acumen.
    6. Supported and promoted teamwork among all areas of the credit union. 
    7. Built relationships with customers and the community to promote long-term business growth. 
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certificate in Business Administration

Relationship Specialist Resume

Objective : Result-driven candidate with a diverse skill set of prospecting, assessing value, and maintaining profitable new and existing business relationships through championing client's needs.

Skills : Office Suite, CRM Software, Prioritization, Research, Customer Service.

Description :

    1. Provided technical support to clients to gain access to the online payment website.
    2. Shared responsibilities for mainstream customer service for many portfolio brands. 
    3. Functioned as an information resource, applying effective leadership and strong communication skills to provide sales, marketing, and research support to clients, colleagues, and management.
    4. Demonstrated profound expertise in financial services and debt financing structures in capturing new accounts, which consistently enhanced branch profitability and revenue growth. 
    5. Maintained and updated filing, inventory, mailing, and database systems, either manually or using a computer.
    6. Communicated with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints. 
    7. Created sales contacts with on- and off-premise accounts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS in Business

Relationship Specialist Resume

Summary : Driven by a strong passion to experience as much of the world as possible and change it for the better. Adept at working with cross-functional teams to achieve both internal and external client success by providing effective leadership when partnering with individuals through strong communication and critical thinking skills.

Skills : Microsoft OS, MAC OS, Call Center Experience, Customer Service, Bilingual.

Description :

    1. Managed a high-volume workload within a deadline-driven environment.
    2. Consistently met performance benchmarks in all areas (speed, accuracy, volume, quality).
    3. Helped the company attain the highest customer service ratings in all categories including communication skills, listening skills, problem resolution, and politeness.
    4. Delivered outstanding service, exceed expectations, and build long-term loyalty.
    5. Built rapport, listen, clarify, and manage the conversational flow.
    6. Managed upset customers, conflicts, and challenging situations.
    7. Worked in teams and in a self-directed environment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED

Relationship Specialist Resume

Summary : Highly dedicated and focused individual with 9+ years of experience delivering results through account management, sales development, and product execution strategy.

Skills : Customer Sevice, Mortgage Loan Processor, Post Closing Auditor.

Description :

    1. Responsible for specific clients as assigned based on volumes.
    2. Worked closely with Collateral Specialist to research and resolve collateral issues.
    3. Served as liaison between Relationship Managers and clients to resolve service level issues; the first point of client contact.
    4. Exercised authority to review and authorize funding of loans in a timely manner.
    5. Processed additional wire for funding of loans, if needed.
    6. Maintained and troubleshoot problems with Copier/Scanner.
    7. Assisted with providing Internal Auditors and other Audit Associates.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate in Computer Information Systems