Business Banking Relationship Manager

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Resume samples

Keyairra Vilayvanh

keyairra.vilayvanh@gmail.com | (664) 513-4186 | Shelburne, VT

Summary


Skilled Business Banking Relationship Manager with over 5 years experience in the industry. Proven ability to manage a high volume of clients and provide exemplary customer service. Strong analytical and problem solving skills with a keen eye for detail. Able to work independently as well as part of a team. Excellent written and verbal communication skills

Experience


Business Banking Relationship Manager at TD Bank, VTApr 2022 - Present

  • Achieved 125% of goal for new business banking relationships in 2020.
  • Grew portfolio by 15% through cross-selling and upselling products and services.
  • Exceeded quarterly loan growth targets by 25%.
  • Averaged 10 new customer meetings per week.
  • Consistently ranked in the top 3 Business Banking Relationship Managers in the market.

Business Banking Relationship Manager II at People's United Bank, VTSep 2017 - Mar 2022

  • Achieved 125% of goal for new business banking relationships in 2017.
  • Exceeded expectations for customer satisfaction ratings, with an average score of 4.8 out of 5 over the past year.
  • Grew portfolio revenue by 15% through effective cross-selling and relationship management.
  • Demonstrated success in managing and developing a team of sales professionals, leading to increased productivity and morale.
  • Negotiated favorable terms on multiple large loans totaling $5 million+, resulting in significant savings for clients.

Education


Bachelor of Science in Business Administration at Champlain College, VTAug 2013 - May 2017

Some skills I've learned are time management, communication, leadership, and organization.

Skills


  • Business Banking
  • Relationship Management
  • Business Development
  • Client Services
  • Credit Analysis
  • Financial Analysis
  • Loan Origination

Frona Gualtieri

frona.gualtieri@gmail.com | (955) 562-6067 | Bloomington, IN

Summary


I have over 5 years of experience as a Business Banking Relationship Manager. In this role, I was responsible for managing relationships with business clients and providing them with banking services. I also provided support to businesses in the areas of financial analysis, loan structuring, and credit analysis. My skills include excellent customer service, strong communication and interpersonal skills, and the ability to build relationships quickly.

Experience


Business Banking Relationship Manager at JP Morgan, INMay 2022 - Present

  • Achieved 125% of quarterly sales targets for 3 consecutive quarters.
  • Grew portfolio by 20% through proactive customer outreach and needs-based selling.
  • Generated $1.2M in new loan growth within first year of tenure.
  • Reduced delinquencies by 30% over a 6-month period.
  • Led team to achieve 95% satisfaction rating on most recent internal survey.

Business Banking Relationship Manager II at Bank of America, INAug 2017 - Apr 2022

  • Grew a $5 million business banking portfolio to $15 million in 3 years through effective relationship management and new customer acquisition.
  • Achieved quarterly targets for loan growth, deposit growth, and fee income generation.
  • Exceeded annual cross-selling goals for treasury management products and merchant services.
  • Demonstrated success in managing risk by maintaining delinquency levels below industry averages.
  • Recognized by senior leadership as top performer in Business Banking Division.

Education


Bachelor of Science in Business Administration at Indiana University, Bloomington, INAug 2013 - May 2017

Some skills I've learned are critical thinking, problem solving, teamwork, and effective communication.

Skills


  • Business Banking
  • Relationship Management
  • Business Development
  • Sales
  • Marketing
  • Financial Analysis
  • Asset Management