Relationship Manager Resume Sample

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Banking relationship manager with nine years managing portfolios of business and high-net-worth clients in Montreal. Builds deep, trusted relationships, understands each client's goals, and matches them to the right lending, deposit and investment solutions. Grew her portfolio's revenue by double digits while keeping client-retention high through proactive, genuine service. Manages credit reviews, complex needs and the occasional difficult conversation, and brings in product specialists when a client needs more. Bilingual, commercially sharp and genuinely client-first. Balances growing the bank's book with doing right by the client. Looking for a relationship-management or private-banking role with an institution that values long-term client relationships.

Work Experience

Maple Bank — Business & Private Clients - Montreal, Canada

Relationship Manager April 2017 to Present 9 years & 3 months

Manage a portfolio of business and high-net-worth clients, owning the full banking relationship.
Grew portfolio revenue by double digits while keeping client-retention high through proactive service.
Understand each client's goals and match them to the right lending, deposit and investment solutions.
Manage credit reviews and structure facilities that balance client needs against the bank's risk appetite.
Bring in product specialists for complex investment, FX or trade needs, coordinating the whole relationship.
Handle difficult conversations and issues directly, protecting both the client and the bank.