Relationship Manager

Relationship Manager Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Relationship Manager 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
  • Portfolio Management
  • Retail Banking
  • Business Relationship Management
  • Commercial Banking
  • Financial Analysis
  •  Find out what your resume's missing
  • Credit Risk
  • Credit Analysis
  • Risk Management
  • Finance
  • Management
  • Customer Service
  • Loans
  • Corporate Finance
  • Sales
  • Customer Relationship Management (CRM)
  • Financial Risk
  • Private Banking
  • Financial Markets
  • Investments
  • Wealth Management
  • Asset Management
  • Derivatives
  • Fixed Income
  • Equities
  • Capital Markets
  • Investment Banking
  • Financial Services

  •   Show full list

Resume Skills: CRM Software

  • MS Office Suite
  • Salesforce
  • Zoho CRM
  • SQL
  • NetSuite
  • CRM Software (Salesforce, Zoho, HubSpot)
  • Email Management (Outlook, Gmail)
  • Business Intelligence Tools (Tableau, PowerBI)
  • Microsoft Dynamics 365
  • HubSpot CRM
  •  Match your resume to these skills

Resume Skills: Client Management Tools

Resume Skills: Customer Management

  • Strategic Customer Engagement
  • Account Management
  • Relationship Building
  • Conflict Resolution
  • Loyalty Programs
  • Cross-selling/Up-selling
  • Problem-solving
  • CRM
  • Customer Retention
  • Customer Segmentation
  • Customer Acquisition
  •  Match your resume to these skills

Resume Skills: Communication Tools

Resume Skills: Financial Analysis

Resume Skills: Regulatory Knowledge

Resume Skills: Languages

Resume Skills: Financial Software

Resume Skills: Productivity Tools

Resume Skills: Industry Knowledge

Resume Skills: Finance and Accounting

Resume Skills: Technical

Resume Skills: Sales and Marketing

Resume Skills: Marketing Tools

Resume Skills: Business Software

Resume Skills: Sales Techniques

Resume Skills: Analytical Tools

Resume Skills: Project Management Tools

Resume Skills: Banking Software

Resume Skills: Risk Management

Resume Skills: Analytics

  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 Manager 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 Manager 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.

Select a free resume example
Your Name
Relationship Manager
San Francisco, USA  •  (123) 456-789  •  yourname@resumeworded.com  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded  - Toronto, CanadaJanuary 2022 - Present
Senior Relationship Manager
Leveraged financial analysis tools to evaluate client portfolios and identify growth opportunities, raising assets under management by 30%
Initiated a revised client communication program that enhanced customer service levels and retained 98% of high-value clients
Spearheaded team strategies focused on credit risk management leading to a 10% reduction in delinquencies and improving loan portfolio health
Negotiated customized loan packages ensuring alignment with clients’ business goals boosting commercial loan disbursement by 20%
Developed new banking products based on customer feedback, increasing new account acquisitions by 25%
HSBC  - Austin, USAFebruary 2019 - December 2021
Relationship Manager
Managed credit analysis processes, decreased credit approval time by 15%
Shaped investment strategies for clients resulting in a 20% increase in portfolio value
Implemented innovative CRM strategies, enhancing customer loyalty by 30%
Led strategies that drove sales growth of banking products by over 20%
Safeguarded financial risk by implementing robust risk management procedures
Citigroup Inc.  - Denver, USAMarch 2016 - January 2019
Assistant Relationship Manager
Assisted in maintaining a portfolio of high net worth customers, achieving a 95% client retention rate
Supported risk management initiatives that resulted in a 5% reduction in portfolio risk
Facilitated business development by identifying 10+ prospective clients in the private banking sector annually
EDUCATION
Resume Worded Institute  - Paris, FranceJune 2017
Chartered Financial Analyst (CFA) - Level II
Ranked in top 10% of students globally for CFA Level II examination
Resume Worded University  - Indianapolis, USAMay 2012
Master of Business Administration (MBA) - Specialization in Finance
Recipient of Merit Scholarship for excellent academic performance
Conducted a thesis on 'The Effect of Corporate Governance on Financial Performance'
SKILLS
Financial Analysis: Financial Modeling, Corporate Finance, Financial Statement Analysis, Balance Sheets, Income Statements, Cash Flow
Software & Tools: MS Office Suite (Advanced), Salesforce (Intermediate), Zoho CRM (Intermediate), SQL (Basic), NetSuite (Basic)
Regulatory Knowledge: Knowledge of BSDA, AML, KYC, FATCA, FINRA regulations
Languages: English (Native), Spanish (Conversational), Mandarin (Conversational)
OTHER
Certifications: Certification in Risk Management Assurance (CRMA), Certified anti-money Laundering Specialist (CAMS)
Leadership & Volunteering: Financial Literacy Coach, Junior Achievement (Volunteered as a coach to help high school students understand basics of finance)
Publications: Author of 'The relationship of Corporate Governance and Financial Performance' - A research paper published in Finance and Management Journal in 2012
Continued Education: Attended 'Advanced Sales Negotiation' webinars and workshops in 2020
Relationship Manager

How do I add skills to a Relationship Manager resume?

1
Review the job posting closely.

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

2
Add industry skills like Banking and Credit Risk.

Add other common skills from your industry - such as Financial Analysis, Business Relationship Management and Credit - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Investments, Loans and Capital Markets - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Highlight leadership and management skills.

Hiring managers often want to see evidence of leadership and management on a Relationship Manager resume, so try to include any examples of where you led a project or managed other people.

5
Emphasize your sales skills.

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

6
Use the exact job title.

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

Word Cloud for Relationship Manager Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Relationship Manager 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 Manager Skills and Keywords to Include On Your Resume

Relationship Manager Soft Skills

Here are common soft skills that appear on Relationship Manager job postings. Unlike hard skills, which refer to tools, software or techniques, soft skills focus on character traits and interpersonal skills. Instead of listing these phrases on your resume, try to show them through your bullet points like in the examples below.

Tip: Do not list these words or phrases on your resume, and instead focus on the hard skills we described above.

Resume Skills and Keywords from Related Jobs

We also found variations and further specializations to your job title. Browse through the related job titles to find additional keywords that you can include into your resume.

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Relationship Manager 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
Client Relationship Manager


Resume Example
Customer Relationship Manager


Resume Example
Professional


Resume Example
Highlights (Free)


Resume Example
Modern Two-Column


Resume Example
Clean Modern


Browse Skills from Similar Jobs

Frequently Asked Questions

What skills should you add to a Relationship Manager resume?

On top Relationship Manager resumes, skills like Banking, Credit, Portfolio Management, Retail Banking, Business Relationship Management, Commercial Banking, Financial Analysis and Credit Risk appear most often.

Depending on the exact role you're applying to, skills like Capital Markets, Loans, Corporate Finance, Investments and Finance can also be effective keywords to include on your resume.

What are the differences in resume skills between a Small Business Relationship Manager and an Information Technology Business Relationship Manager?

If you are writing a Small Business Relationship Manager resume, try to emphasize skills like Small Business Lending, Loans, Credit, Retail Banking, Banking, Cross Selling, Commercial Banking and Credit Analysis.

Similarly, if you are writing an Information Technology Business Relationship Manager resume, emphasize skills like IT Strategy, IT Management, Change Management, Business Analysis, Business Intelligence (BI), Vendor Management, Information Technology and Project Management Office (PMO).

What are good resume skills to include for different Relationship Manager roles and job titles?

Depending on the specific role you apply to, you may need to emphasize different skill sets. Here are a few examples:

  • Information Technology Business Relationship Manager: Business Relationship Management, IT Strategy, IT Management, Change Management and Business Analysis
  • Business Banking Relationship Manager: Commercial Lending, Commercial Banking, Credit, Credit Analysis and Loans
  • Small Business Relationship Manager: Small Business Lending, Retail Banking, Banking, Cross Selling and Portfolio Management
  • Commercial Banking Relationship Manager: Finance, Financial Analysis, Credit Risk, Treasury Management and Lines Of Credit
  • Enterprise Relationship Manager: Software as a Service (SaaS), Solution Selling, Salesforce.com, Sales Process and Enterprise Software

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

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