Relationship Associate

Relationship Associate Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Relationship Associate job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Banking
  • Credit
  • Commercial Banking
  • Portfolio Management
  • Loans
  • Financial Services
  • Finance
  •  Find out what your resume's missing
  • Risk Management
  • Financial Analysis
  • Credit Analysis
  • Retail Banking
  • Commercial Lending
  • Business Relationship Management
  • Treasury Management
  • Consumer Lending
  • Mortgage Lending
  • Investments
  • Sales
  • Client Services
  • Regulatory Compliance

  •   Show full list

Resume Skills: Banking Software

Resume Skills: Risk Management

Resume Skills: Analytics

Resume Skills: Customer Management

Resume Skills: Financial Analysis

Resume Skills: Regulatory Compliance

Resume Skills: Languages

Resume Skills: Financial Software

Resume Skills: Banking

Resume Skills: Client Relationship Management

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Relationship Associate Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Relationship Associate Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Relationship Associate
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded February 2020 - Present
Senior Relationship Associate
Revitalized an underperforming credit portfolio of 150+ clients resulting in a 25% revenue growth within first year
Spearheaded financial services for high-profile clients, maximizing investments by consistently achieving above average returns
Initiated effective risk management strategies, decreasing portfolio risk by 15% year-over-year
Led the team in achieving the highest sales in company history by strategically implementing new client acquisition methods
Successfully managed commercial banking services across multiple branches, increasing customer satisfaction by 30%
Wells Fargo June 2016 - January 2020
Relationship Associate
Managed a retail banking portfolio valued at over $10M, achieving a 15% increase in portfolio value within 2 years
Practiced strategic business relationship management by cultivating trustful relationships with key clients, leading to repeat business
Exceeded performance targets for loans sales by 120%, earning the 'Best Performing Associate' recognition in 2018 March 2013 - May 2016
Assistant Relationship Associate
Played a key role in driving revenue growth by improving consumer lending processes, leading to a 10% increase in loans
Ensured strict regulatory compliance across all operations, leading to a substantially lower audit score
Progressed 6 months ahead of schedule for consistently outperforming targets in the finance department
Resume Worded University December 2012
Master of Business Administration (MBA) - Major in Finance
Focus on Risk Management and Banking Regulations
Resume Worded Institute May 2010
Bachelor of Business Administration (BBA) - Concentration in Finance
Minor in Psychology
Graduated with First Class Honours
Financial Software: Bloomberg, S&P Capital IQ, FactSet, Morningstar Direct, FIS
Banking: Loan Management, Risk Assessment, Portfolio Management, Consumer Banking, Commercial Banking
Client Relationship Management: Salesforce, Zoho CRM, Pipedrive, Freshsales, Insightly CRM
Certifications: Certified Financial Planner (CFP) - 2015, Financial Risk Manager (FRM) - 2017
Professional Development: Completed FinTech ProHessionals Course (2020), attended annual meetings of the National Institute of Finance - 2018 to present
Volunteering: Volunteer - Resume Worded Financial Education Program, Mentor - Wells Fargo Young Leaders Program
Your Name
Relationship Manager
City, Country  •  (123) 456-789  •  [email protected]  •
EXPERIENCE August 2019 - Present
Senior Relationship Manager
Developed and managed a commercial banking portfolio causing a 20% increase in customer base
Implemented a new risk management strategy reducing portfolio risk by 10%
Optimized financial services, leading to 15% increase in total investments and 12% boost in overall profits
Successfully led an initiative in retail banking services, enhancing customer satisfaction by 25%
Facilitated company-wide training on business relationship management skills leading to improved inter-departmental collaboration
Bank of America January 2015 - July 2019
Relationship Manager
Administered credit analysis for a portfolio of up to 200 clients to manage risk and identify potential credit issues
Surpassed set sales targets in mortgage lending by 130%, earning recognition for exceptional performance
Monitored financial performance and provided insightful recommendations to High Net Worth clients, enhancing overall portfolio growth by 18%
Resume Worded July 2011 - December 2014
Associate Relationship Manager
Contributed to the increase of loan disbursements by 15% by introducing streamlined operations
Reduced application processing time by 20%, driving customer satisfaction and increasing repeat customers by 15%
Recognized for excellence in maintaining strict adherence to regulatory compliance standards
Resume Worded Institute June 2018
Executive Master of Business Administration
Focus on Relationship and Strategic Management.
Resume Worded University May 2011
Bachelor of Commerce - Banking and Finance
Minors in Investment Analysis; Placement: Resume Worded Bank (6 months)
Dean's List 2011 (Top 5% class achievement)
Banking Software: Temenos WealthSuite, Oracle Flexcube, D3 Banking Technology, Mambu, FIS Bankway
Risk Management: Financial Risk, Operational Risk, Compliance Risk, Market Risk, Credit Risk
Analytics: Data Analysis, Investment Analysis, Financial Reporting, Business Intelligence
Customer Management: CRM, Customer Retention, Customer Segmentation, Account Management, Customer Acquisition
Certifications: Certified Financial Services Manager (CFSM), Certified Trust and Financial Advisor (CTFA)
Projects: Revamped Relationship Management process leading to 30% customer retention increase at Bank of America
Achievements: Bagged 'Best Relationship Manager' title twice at in 2019 and 2020.
Volunteering: Financial Literacy Campaign - Teaching essential financial concepts to underprivileged children
Your Name
Personal Banking Manager
City, Country  •  (123) 456-789  •  [email protected]  •
Resume Worded May 2018 - Present
Senior Personal Banking Manager
Increased loans sales by 30% through implementing new sales strategies
Successfully led the portfolio management sector, increasing efficiency and improving customer service
Piloted a risk management system that led to a 10% drop in defaults year over year
Exceeded sales targets achieving the highest figures in the last 5 years
Enhanced financial analysis tools leading to optimization in the management of an assets portfolio worth $20M
Chase Bank January 2014 - April 2018
Personal Banking Manager
Grew client base by 25% through successful business development strategies
Negotiated with delinquent clients to recover 70% of defaulting loans
Managed a consumer lending portfolio worth $10M, with 0% bad debt ratio over two consecutive years August 2010 - December 2013
Assistant Personal Banking Manager
Enhanced customer satisfaction by 20% through streamlining account servicing processes
Instrumental in introducing financial services digital solutions, reducing walk-in clients by 30%
Awarded quickest promotion within branch due to consistently exceeding monthly sales target by 10%
Resume Worded University May 2010
Masters of Business Administration - Finance
GPA: 3.9/4.0, focused coursework on Banking and Finance Analysis
Resume Worded Institute April 2008
Certified Financial Planner (CFP)
Completed certification part-time
Ranked in top 10% passers
Banking Software: Finacle, Temenos T24, Fiserv, Jack Henry, Oracle FLEXCUBE
Financial Analysis: Profit Analysis, Risk Analysis, Financial Modeling, Financial Forecasting, Budget Planning, Investment Strategies
Regulatory Compliance: Know-Your-Client (KYC), Anti-Money Laundering (AML), Federal Deposit Insurance Corporation (FDIC), USA PATRIOT Act
Languages: English (Native), Spanish (Conversational), French (Basic)
Certifications: Certified Financial Services Auditor (CFSA - 2020), Certified Bank Auditor (CBA - 2018)
Leadership & Volunteering: President, Association of Certified Bank Auditors (2017 - Present), Volunteer, Financial Literacy Program for Underprivileged Youth (2016 - 2018)
Awards: Banking Manager of the Year (2020), Customer Service Excellence Award (2018)
Continuing Education: Completed courses on Ethical Leadership in Banking, Advanced Risk Management, Emerging Banking Technologies

How do I add skills to a Relationship Associate resume?

Review the job posting closely.

Go through the Relationship Associate posting you're applying to, and identify hard skills the company is looking for. For example, skills like Portfolio Management, Loans and Financial Services are possible skills. These are skills you should try to include on your resume.

Add industry skills like Commercial Banking and Banking.

Add other common skills from your industry - such as Finance, Credit and Risk Management - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Mortgage Lending, Investments and Retail Banking - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Emphasize your communication skills.

Communication is often an important component of the role of a Relationship Associate, so when writing your resume, include examples of how you communicated with stakeholders, team members or customers, or produced content.

Emphasize your sales skills.

As the job title suggests, sales and communication are important elements of Relationship Associate roles. Through your bullet points, show hiring managers evidence of how you have generated new customers.

Use the exact job title.

Try to add the exact job title, Relationship Associate, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Relationship Associate Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Relationship Associate job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Relationship Associate Skills and Keywords to Include On Your Resume

Get your Resume Instantly Checked, For Free

Upload your resume and we'll spot the issues in it before an actual Relationship Associate recruiter sees it. For free.

Relationship Associate Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Operations Associate (Entry Level Operations Manager)

Resume Example
Sales Associate / Retail Salesperson

Resume Example
Regulatory Affairs Associate (Entry Level)

Resume Example
Client Relationship Manager

Resume Example
Customer Relationship Manager

Resume Example
Sales Associate / Retail Salesperson

Browse Skills from Similar Jobs

Frequently Asked Questions

What hard skills should you include on a Relationship Associate resume?

On top Relationship Associate resumes, skills like Banking, Credit, Commercial Banking, Portfolio Management, Loans, Financial Services, Finance and Risk Management appear most often.

Depending on the exact role you're applying to, skills like Retail Banking, Investments, Client Services, Mortgage Lending and Financial Analysis can also be effective keywords to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

© 2024 Resume Worded. All rights reserved.

Get expert insights from hiring managers