Principal Relationship Manager Resume Sarasota, FL - Hire IT People

SUMMARY:

Knowledgeable, seasoned and experienced Confidential professional with long - standing, well established client and center-of-influence relationships.
Proven leadership skills to drive team success in revenue growth and credit management.

EXPERIENCE:

Confidential, Sarasota, FL

Principal Relationship Manager

Responsibilities:

Serve as a senior trusted advisor to clients and prospects.
Develop highly valued client and prospect relationships.
Understand commercial client needs and develop appropriate financial solutions to meet those needs.
Direct the credit approval, structuring and documentation process through effective interaction with customers, prospects and senior management.
Coordinate and participate in all customer and prospect calling activity, cross-sell initiatives and market development activities.
Develop and deliver presentations to clients and prospects.
Demonstrate strong knowledge of all financial solutions available to customers.
Provide leadership for the team.
Create and implement market development initiatives to enhance positive brand awareness and positioning.
Stabilized high-turnover portfolio, increased deposits significantly and grew cross-sell revenue considerably.
Excellent risk review audit and top scores in customer satisfaction.

Confidential, Providence, RI

Senior Relationship Manager

Responsibilities:

Develop and implement an effective strategy for new business development, including leveraging significant contacts within the regional market segment and centers of influence.
Effectively develop and manage a portfolio of relationships to sustain and grow revenue generation through the provision of new and enhanced credit and non-credit financial solutions.
Proven ability to exceed sales objectives.
Actively and attentively manage the credit approval and monitoring process for the portfolio and oversee the activities of Portfolio Managers.
Coordinate the activities of all team product partners to maximize relationship and portfolio revenue growth.
Work collaboratively with and mentor Relationship Managers in the Middle Market and Business and Professional Banking groups.
Promote the Bank as the premier provider of banking solutions to middle market customers in the region.
Work collaboratively with other financial institutions on participatory credit transactions.
Develop, provide and present portfolio reporting for credit and sales activity.
Top performing Relationship Manager in the region.

Confidential, Providence, RI

Senior Client Manager, Senior Vice President

Responsibilities:

Actively and attentively manage a portfolio of client relationships to understand corporate client needs and develop appropriate financial solutions to meet those needs.
Develop profitable new client relationships.
Direct the credit approval, structuring and documentation process through effective interaction with customers, prospects and senior management.
Coordinate and participate in all customer and prospect calling activity and cross-sell initiatives.
Develop and deliver presentations to clients and prospects.
Demonstrate strong knowledge of all financial solutions available to customers.
Provide leadership for the Client Team.
Ranked as the number one Client Manager in the Northeast for new revenue generation.
Served as Co-Team Facilitator for the Wholesale Banking Employee Action Team, a six-month cross-functional collaborative venture established to enhance customer service and product quality throughout the Bank.

Senior Commercial Portfolio Manager / Associate Relationship Manager, Vice President

Confidential

Responsibilities:

Manage the credit underwriting, structuring and monitoring process in conjunction with Client Managers.
Interact with existing and prospective clients and senior management in the credit approval and review process.
Engage in the active management of credit relationships including understanding corporate client needs and development of appropriate financial solutions, efficient client issue resolution and active participation in customer and prospect calls.
Perform detailed financial analysis of existing and prospective corporate clients.
Assess business, management and industry conditions and trends.
Develop Financial Analysts and oversee and review their work. Served on the cross-functional Commercial Credit Policies and Procedures Online Manual Project to develop a new web-based tool for Confidential .

Financial Analyst, Banking Officer

Confidential

Responsibilities:

Perform detailed financial analysis of existing and prospective corporate clients.
Assess business, management and industry conditions and trends.
Participate in the credit underwriting and structuring process.
Interact with Relationship Managers and Senior Management in the credit approval and review process.
Assist in the management of credit relationships including client monitoring and issue resolution, attending customer calls and maintaining client contact.