Senior Relationship Manager - Industrials
By Citi At , Houston $150,000 - $225,000 a year
Work closely with cash management implementation team, Cash Sales Managers, Underwriting, Risk teams, Markets experts, and RM Associates daily.
Client-level planning, budget, and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet.
Maximize client experience by proactively sharing markets updates, trends, and intelligence.
Monitor and support products’ implementation processes. Manage customers and transactions in the CRM platform.
Ensure compliance with regulatory requirements and Citi's policies and guidelines at all times.
Meaningful experience in structuring and approving credit solutions across different risk profiles. Experience with offshore credit is preferred but not required.
Associate/Senior Associate Relationship Manager
By Westpac Institutional Banking At , New York
Supporting RMs through origination and management of customer relationships including internal coordination of lending transactions from origination to financial close.
Supporting RMs in the preparation and coordination of pricing approvals through numerous internal systems including pricing models and management information.
Strong organisational skills with an ability to manage multiple streams of work concurrently.
Knowledge of current regulatory landscape and implications on client on-boarding and post-boarding (in country and extra-territorial)
Outstanding interpersonal and communication skills
Supporting the professional delivery of tailored product solutions across WIB’s products range for customers.
Senior Lead Liquidity Relationship Manager
By BMO US At Union City, CA, United States
Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Deep knowledge and technical proficiency gained through extensive education and business experience.
May advise business clients on cash management/deposits solutions.
Advises clients, where possible, on business management and other financial matters.
May include focused calling and pipeline management activities.
Senior Relationship Manager, Collections Service Delivery
By SoFi At Charlotte, NC, United States
Excellent organizational and time management skills
Knowledge of bankruptcy and probate receivables management
Lead/partner with vendors to achieve performance targets, manage overall quality and customer experience, and continuously drive process improvements
Perform all other duties as assigned by management
5+ years’ experience in student loans operations with strong knowledge of collections
5+ years’ experience managing complex vendor relationships
Senior Relationship Manager, Collections Service Delivery
By SoFi At Claymont, DE, United States
Excellent organizational and time management skills
Knowledge of bankruptcy and probate receivables management
Lead/partner with vendors to achieve performance targets, manage overall quality and customer experience, and continuously drive process improvements
Perform all other duties as assigned by management
5+ years’ experience in student loans operations with strong knowledge of collections
5+ years’ experience managing complex vendor relationships
Senior Manager, Relationship Marketing (Print & Email)
By goop At Santa Monica, CA, United States
Bachelor’s degree 7+ years experience managing email & print marketing campaigns from strategy, briefing to execution
Experience with product marketing/product go-to-market & seasonal campaigns
Experience operating in Reporting / Web Analytics tools (GA, Looker, etc.)
Excellent written and verbal communication skills.
Benefits: Generous health benefits package, fertility benefits and paid parental leave.
Responsible for briefing, executing, and measuring performance of product launch, sales .and merch-driven email marketing campaigns.
Senior Commercial Relationship Manager - Middle Market
By Fulton Bank At Lancaster County, PA, United States
Bachelor Degree or the equivalent experience. Specialty: Business Management. (Required)
3 or more years Proven experience in Middle Market lending. (Required)
change lives for the better.
client relationships with businesses with revenues over $75 million dollars.
10 or more years Commercial Credit or proven success in Commercial Banking. (Required)
Senior Relationship Manager & Originator
By MassHousing At Boston, MA, United States
Bachelor's Degree or equivalent work experience required. Advanced degrees in Finance, Real Estate Management, Business Administration, or related field preferred.
Knowledge, Skills and Abilities Required
Knowledge of real estate finance fundamentals and financial analysis principles.
Ten years of substantive experience in real estate finance and/or real estate.
Strong interpersonal, written, and oral communication skills.
Excellent organizational and analytical skills with a high-level of attention to detail.
Senior Relationship Manager Jobs
By Experian At Costa Mesa, CA, United States
Good knowledge of database management concepts and principles
High level of comfort with project management, financial analysis, and complex legal principles.
Advanced knowledge of the financial services industry (credit experience is preferred)
Excellent interpersonal skills with experience in customer service or sales
Manage the day-to-day for a portfolio of large strategic partnerships and develop deep subject matter expertise for each relationship.
Ensure partners deliver on their commitments, track their performance and manage the overall relationship
Senior Associate, Relationship Management
By Cohen & Steers At New York, NY, United States
Knowledge of the institutional asset management business and/or mutual fund industry
Primary responsibility will be to work with senior relationship managers on raising and retaining assets at focus firms
Organize meetings, calls, and pre-meeting prep for Portfolio Managers and internal teams
Manage the QBR process for Strategic Partnerships Group in conjunction with CRM and FPA group
Track and maintain Strategic Partnerships pipeline in conjunction with relationship managers
2+ years of related experience required or strong internship experience
Senior Healthcare Relationship Manager
By Umpqua Bank At , Lake Oswego, 97034, Or $110,100 - $223,178 a year
Excellent relationship management and business development abilities, analytical and problem-solving skills, sales skills, and credit and credit quality skills.
Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality.
Working knowledge of the bank’s systems and policies applicable to underwriting and portfolio management.
Maintain active prospecting effort, including identification, qualification and calling. Consistently balance prospecting efforts and quality client maintenance responsibilities.
Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance.
Demonstrates excellent written and verbal communication and presentation skills.
Relationship Manager/Senior Relationship Manager, Leasing
By CoBank At , Omaha, 68154, Ne $100,000 - $180,000 a year
Knowledge of technical standards, industry trends, technology and regional/national regulatory requirements.
Benefits Packages, including: Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
CoBank University robust curriculum –associate training and development, including higher education tuition reimbursement
Manages to profitability and credit quality targets for portfolio.
Bachelor’s degree in business, finance or relevant discipline
Knowledge of competitive environment and practices in customer’s industry.
Senior Relationship Manager- Remote
By Webster Financial Corp At , Remote $103,500 - $126,500 a year
Effectively trains bank members on Partners and large groups to expand bank-wide knowledge
Manages travel and expense budget
Approximately 5+ years of spending account or health industry experience
Approximately 3+ years of consulting experience.
Monitor RFP activity to provide insight and assistance in getting the RFP to Closed/Won status.
Monitors and reports on account growth progress against the plan
Senior Relationship Manager Jobs
By Brown Brothers Harriman At Philadelphia, PA, United States
10+ years relevant portfolio management experience involving equities, bonds, or both
Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs.
Manage complex accounts/client relationships; work with clients to identify strategic investment objectives and needs – integrating Wealth Planning, as appropriate.
Develop and implement long term new business strategy in coordination with other Relationship Managers.
Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM’s.
Superior oral/written communication, analytical and thought leadership skills
Senior Manager - Influencer Relationship Management
By L'Oréal At New York, NY, United States
Experience in community building and influencer campaign management
Own budget management related to the function
Strong organizational and communication skills, and the ability to manage multiple workstreams simultaneously
Manage all pertinent supply chain processes with divisional supply team, brands and third-party vendors
7-10 years of experience in Influencer Marketing and Social Media
Luxury and/or beauty experience preferred
Relationship Manager/Senior Relationship Manager
By CoBank At , Omaha, 68154, Ne $100,000 - $180,000 a year
Knowledge of technical standards, industry trends, technology and regional/national regulatory requirements.
Benefits Packages, including: Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
CoBank University robust curriculum –associate training and development, including higher education tuition reimbursement
Manages to profitability and credit quality targets for portfolio.
Bachelor’s degree in business, finance or relevant discipline
Broad knowledge of credit and financing alternatives.
Senior Relationship Manager Jobs
By Heartland At Marysville, OH, United States

A Different Kind of Opportunity The Senior Relationship Manager is the catalyst behind Heartland’s success as an organization. As a consultative sales professional, the Relationship Manager is ...

Senior Customer Relationship Management Manager
By Verizon At , New York, 10036, Ny $105,000 - $212,000 a year
Bachelor’s degree or four or more years of work experience.
Six or more years of relevant work experience.
Experience in executing marketing automation campaigns on an enterprise grade platform.
Experience in coding emails in HTML, including mobile responsive templates.
Experience in building targeted audience lists with SQL.
Experience in using Journey Builder, Content Builder in Salesforce Marketing Cloud.
Senior Relationship Manager (Remote Us)
By Experian At New York, NY, United States
Management of existing customer relationships in order to drive execution of projects related to data services
Works with wide range of internal groups - Operations, Legal, Compliance and Finance
BS/BA or equivalent experience is necessary
5 + years of sales/marketing experience
Financial Services industry experience is highly valued
Demonstrated ability to use customer service skills to grow and cultivating client relationships
Senior Commercial Relationship Manager
By Banner Bank At Bellevue, WA, United States
Bachelor's Degree in Finance, Accounting, Business, Economics, or other related field; or equivalent combination of education and experience required
Possess excellent relationship management, presentation, and negotiation skills.
Possess an in-depth knowledge of cash management products.
Responsible for coaching and mentoring less experienced Commercial Relationship Managers. May assist in supervising loan support staff.
Responsible for complying with policies, procedures, security requirements, and government regulations.
5 - 8 years in of experience in commercial credit, analysis, or business development. required

Are you looking for an exciting opportunity to use your experience and expertise to help clients reach their financial goals? We are looking for a Senior Relationship Manager to join our team and provide exceptional service to our clients. You will be responsible for developing and maintaining relationships with clients, providing advice and guidance on financial planning, and helping them achieve their financial objectives. If you are an experienced professional with a passion for helping others, this could be the perfect job for you!

A Senior Relationship Manager is responsible for managing and developing relationships with clients, providing advice and guidance on financial products and services, and ensuring that clients’ needs are met.

What is Senior Relationship Manager Skills Required?

• Excellent communication and interpersonal skills
• Ability to build relationships with clients
• Knowledge of financial products and services
• Analytical and problem-solving skills
• Ability to work independently and as part of a team
• Strong organizational and time management skills

What is Senior Relationship Manager Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• Relevant professional qualifications such as CFA or CFP
• Several years of experience in a similar role

What is Senior Relationship Manager Knowledge?

• Knowledge of financial markets and products
• Understanding of banking regulations and compliance
• Knowledge of financial analysis and risk management

What is Senior Relationship Manager Experience?

• Proven experience in a similar role
• Experience in customer service and relationship management
• Experience in providing financial advice

What is Senior Relationship Manager Responsibilities?

• Developing and maintaining relationships with clients
• Providing advice and guidance on financial products and services
• Analyzing financial data and making recommendations
• Monitoring market trends and developments
• Ensuring compliance with banking regulations and policies
• Preparing financial