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
  • 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

Resume Skills: Client Management Tools

  • Salesforce CRM
  • Oracle Siebel
  • Zoho CRM
  • HubSpot CRM
  • Microsoft Dynamics 365
  • Pipedrive
  • Salesforce
  • HubSpot
  • Freshsales
  • Insightly
  • Microsoft Dynamics

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

Resume Skills: Communication Tools

  • Slack
  • Google Workspace
  • Microsoft Teams
  • Trello
  • Zoom
  • Skype
  • Google Hangouts

Resume Skills: Financial Analysis

  • Financial Modeling
  • Corporate Finance
  • Financial Statement Analysis
  • Balance Sheets
  • Income Statements
  • Cash Flow

Resume Skills: Regulatory Knowledge

  • Knowledge of BSDA
  • AML
  • KYC
  • FATCA
  • FINRA regulations

Resume Skills: Languages

  • English
  • Spanish
  • Mandarin
  • Spanish (Fluent)
  • French
  • German

Resume Skills: Financial Software

  • Quickbooks
  • Xero
  • Freshbooks
  • Wave
  • Intuit TurboTax
  • H&R Block

Resume Skills: Productivity Tools

  • Microsoft Office Suite
  • Google Workspace
  • Trello
  • Asana
  • Slack
  • Zoom

Resume Skills: Industry Knowledge

  • Retail Banking
  • Investment Banking
  • Financial Services
  • Market Research

Resume Skills: Finance and Accounting

  • Budgeting
  • Financial Forecasting
  • Financial Analysis
  • Cost Accounting
  • Taxation
  • Financial Reporting

Resume Skills: Technical

  • CRM Software (Salesforce)
  • MS Office
  • Data Visualization (Tableau)
  • SQL
  • Google Analytics

Resume Skills: Sales and Marketing

  • Client Acquisition
  • Client Relationship Management
  • Market Research
  • Strategic Planning
  • Negotiations
  • B2B Sales

Resume Skills: Marketing Tools

  • MailChimp
  • Canva
  • Google Analytics
  • Hootsuite
  • Moz
  • SEMRush
  • Buzzsumo

Resume Skills: Business Software

  • Microsoft Office Suite
  • Google Workspace

Resume Skills: Sales Techniques

  • Cross-selling
  • Up-selling
  • Solution Selling
  • Relationship Selling
  • Team Selling
  • Consultative Selling

Resume Skills: Analytical Tools

  • Google Analytics
  • Tableau
  • Microsoft Excel

Resume Skills: Project Management Tools

  • Asana
  • Trello
  • Jira
  • Microsoft Project

Resume Skills: Banking Software

  • Temenos WealthSuite
  • Oracle Flexcube
  • D3 Banking Technology
  • Mambu
  • FIS Bankway

Resume Skills: Risk Management

  • Financial Risk
  • Operational Risk
  • Compliance Risk
  • Market Risk
  • Credit Risk

Resume Skills: Analytics

  • Data Analysis
  • Investment Analysis
  • Financial Reporting
  • Business Intelligence
  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
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 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 February 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. March 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 June 2017
Chartered Financial Analyst (CFA) - Level II
Ranked in top 10% of students globally for CFA Level II examination
Resume Worded University May 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
Your Name
Client Relationship Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com January 2022 - Present
Senior Client Relationship Manager
Expanded client base by 40% through focused business development initiatives
Strengthened the portfolio management process leading to a 15% increase in investment inflows
Enhanced customer service standards which resulted in a 20% increase in customer satisfaction scores
Instrumental in credit analysis process leading to quicker loan approval times
Managed client relationships with a portfolio of top-tier banks leading to higher business volumes
Merrill Lynch March 2019 - December 2021
Client Relationship Manager
Developed and maintained relationships with 35+ key corporate clients, driving a 10% growth in business
Spearheaded financial analysis initiatives to optimize client portfolios, increasing portfolio returns by 8%
Contributed to robust risk management, reducing financial risks by 10%
JP Morgan January 2016 - February 2019
Business Relationship Executive
Managed and cultivated relationships with 20+ business clients, consistently exceeded sales target by 10%
Assisted in managing the credit process for business loans, which led to a 10% increment in disbursements
Participated in devising retail banking strategies leading to an increased product uptake
EDUCATION
Resume Worded Academic Center Dec 2015
Master of Business Administration (MBA)
Specialized in Strategic Management and Finance
Resume Worded University May 2013
Bachelor of Commerce - Business Management
Major in Finance
Graduated Magna Cum Laude
SKILLS
Client Management Tools: Salesforce CRM, Oracle Siebel, Zoho CRM, HubSpot CRM, Microsoft Dynamics 365, Pipedrive
Financial Software: Quickbooks, Xero, Freshbooks, Wave, Intuit TurboTax, H&R Block
Productivity Tools: Microsoft Office Suite, Google Workspace, Trello, Asana, Slack, Zoom
Languages: English (Native), Spanish (Fluent), French (Conversational)
OTHER
Certifications: Certified Financial Services Auditor (CFSA), FINRA Series 63 & 6 licenses
Professional Development: Dale Carnegie Training - Leadership Development for Managers, Toastmasters International – Public Speaking (Advanced Communicator Gold)
Leadership & Volunteering: Rotary International Club - Treasurer (2018-2020), National Financial Educators Council - Volunteer Financial Educator (2017-2018)
Awards & Honors: Recognized as Coach.com’s Top Converter consecutively for Q1 and Q2 of 2022, J.P. Morgan Award for Excellence in Client Retention (2018)
Your Name
Customer Relationship Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com January 2022 - Present
Senior Customer Relationship Manager
Spearheaded the implementation of a new CRM system, improving customer service and boosting sales by 20%
Introduced a new portfolio management framework, resulting in a 15% increase in investment inflows
Proactively monitored financial markets, informed customers about potential investment opportunities
Managed a customer base of 100+ high-value corporate clients
Successfully led cross-sell initiatives, generating additional 15% sales volume
Barclays March 2019 - December 2021
Customer Relationship Manager
Managed a portfolio of private banking clients resulting in 15% growth in deposits
Instigated measures to improve credit risk analysis, reducing portfolio risk by 8%
Strategized and executed customer win-back initiatives that restored 10% of lapsed customers
Deutsche Bank January 2016 - February 2019
Customer Service Executive
Assisted in managing relationships with retail banking customers leading to higher sales of bank products
Contributed to credit analysis process which resulted in faster loan approvals
Participated in customer outreach programs leading to a 10% increase in new customer acquisition
EDUCATION
Resume Worded Academic Center January 2019
Master of Business Administration - Customer Relations Management
Specialized coursework in Customer Relations Management and Strategic Marketing
Resume Worded University June 2015
Bachelor of Commerce - Business Administration
Majored in International Business and Finance
Member of the University’s Business Club and Debating Society
SKILLS
Customer Relationship Management: Strategic Customer Engagement, Account Management, Relationship Building, Conflict Resolution, Loyalty Programs, Cross-selling/Up-selling, Problem-solving
Software Proficiency: MS Office Suite (Expert), CRM Software (Salesforce, Zoho, HubSpot), Email Management (Outlook, Gmail), Business Intelligence Tools (Tableau, PowerBI)
Industry Knowledge: Retail Banking, Investment Banking, Financial Services, Market Research
Languages: English (Native), German (Advanced), French (Basic)
OTHER
Certifications: Certified Customer Relationship Manager (2020), Certified Customer Experience Professional (2017)
Professional Development: Attended 'Building Customer Loyalty' online course (2020), 'Advanced Sales Techniques' training workshop (2019)
Leadership & Volunteering: Resume Worded Rotary Club (President, 2022-2023), Barclays Charity Trustee (Member, 2019-2021)
Awards & Achievements: Awarded 'Employee of the Year' at Barclays (2021), ‘Star Performer of the Quarter’ at Deutsche Bank (2017 & 2018)
Your Name
Commercial Relationship Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2022 - Present
Commercial Relationship Manager
Spearheaded the acquisition of 30+ high-value commercial accounts, resulting in a revenue increase of over $500K in Q1 2022
Enhanced customer retention by 40% by implementing robust portfolio management strategies and introducing tailored banking solutions
Led Small Business Lending team to exceed loan origination targets by 20% through strategic partnerships and networking
Reduced credit risk by 15% by overhauling the credit analysis and risk assessment processes
Championed a Technology Process Improvement initiative that reduced operations time by 30%
Coached.com October 2019 - December 2021
Senior Financial Analyst
Increased accuracy of financial forecasting by 25% by employing advanced financial analysis techniques
Streamlined loan approval process by implementing efficient credit handling systems
Assisted in the development of Commercial Mortgage products resulting in a market share increase of 10%
Santander March 2017 - September 2019
Credit Officer
Reduced default rates by 10% through vigilant credit analysis
Spearheaded improvement of loans service efficiency resulting in 20% better customer ratings
Facilitated successful issuance of lines of credit worth over $200K to small businesses
EDUCATION
Resume Worded Institute April 2020
Certified Financial Planner (CFP)
Acquired extensive knowledge in sophisticated estate, financial, and retirement planning techniques
Resume Worded University May 2016
Master of Business Administration (MBA) - Finance
Concentration in Financial Analysis & Portfolio Management
SKILLS
Financial Analysis Tools: Excel, Power BI, Tableau, QuickBooks, SAP, Bloomberg Terminal
Risk Assessment Techniques: Financial Modeling, Credit Risk, Market Risk, Liquidity Risk, Operational Risk, ERM
Business and Sales Tools: Salesforce, NetSuite, SAP Sales Cloud, Zoho CRM, Pipedrive
Languages: English (Native), Spanish (Fluent), Mandarin (Conversational)
OTHER
Certifications: Advanced Certificate in International Trade and Finance (ACITF) - 2021
Leadership & Volunteering: Volunteer Financial Counselor at Money Charity - Assisted low-income families with financial planning (2015-Present)
Awards: Top Sales Award - Resume Worded (2023), Excellence in Finance Award - Coached.com (2021)
Professional Affiliations: Member, Commercial Finance Association (2017-Present), Member, Association for Financial Professionals (AFP), (2016-Present)
Your Name
Senior Business Relationship Manager
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2022 - Present
Senior Business Relationship Manager
Developed and maintained strategic partnerships with 50+ key clients, contributing to a 30% improvement in Business Relationship Management and commercial success
Introduced a new credit scoring model that improved credit risk assessment and reduced NPAs by 10%
Leveraged Commercial Lending tools to meet the financial needs of medium to large scale businesses, boosting profitability by 25%
Implemented a digitized client service platform that enhanced customer engagement and satisfaction scores by 40%
Managed a diverse portfolio worth $70M, maintaining credit quality and ensuring optimal returns
Coached.com March 2019 - December 2021
Commercial Loan Officer
Surpassed all loan origination targets by 15% through strategic relationship building and efficient portfolio management
Devised a comprehensive financial planning approach that boosted Small Business Lending by 20%
Strengthened Mortgage Lending process, increasing company market share by 10%
J.P. Morgan Chase January 2017 - February 2019
Financial Advisor
Provided customers with sound investment advice strengthening Retail Banking services
Played a pivotal role in achieving a loan distribution growth of 15%
Executed strategic Plans improving treasury management, resulting in a 5% increase in liquidity
EDUCATION
Resume Worded Institute December 2021
Master of Business Administration (MBA)
Specialization in Entrepreneurship & Innovation
Resume Worded University January 2017
Bachelor of Science in Finance
Minor in Business Analytics
Awards: Chancellor's Scholar (Top 5% of class)
SKILLS
Financial Modeling: Excel, SAS, PL/SQL, Matlab, R
Risk Management: Value-at-Risk, Stress Testing, Basel III, Dodd-Frank, GAAP
Business Intelligence Tools: Tableau, SAS Business Intelligence, Looker, Domo, PowerBI
Languages: English (Native), Spanish (Advanced), French (Conversational)
OTHER
Certifications: Certified Commercial Credit Professional (CCCP) – Moody's Analytics, Six Sigma Green Belt Certification
Leadership & Volunteering: President of the Resume Worded Institute's Student Council, Financial Literacy Volunteer at Local Public School
Awards: Top Commercial Loan Officer of the Year (2021) at Coached.com
Projects: Integrated financial literacy program into curriculum of local school, reaching 500+ students to improve understanding of personal finance
Your Name
Relationship Manager, Banking
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded January 2022 - Present
Relationship Manager, Banking
Implemented successful banking strategies that boosted account acquisition rates by 30%, resulting in the addition of $600K in net new assets
Optimized consumer lending practices reducing processing time by 25%
Implemented Technology Process Improvements that modernized the banking environment, resulting in a 20% enhanced customer experience
Advanced credit risk management approaches to ensure a safe portfolio
Managed and nurtured relationships with key commercial entities leading to a 20% rise in business opportunities
Coached.com June 2019 - December 2021
Assistant Vice President, Commercial Lending
Managed a portfolio exceeding $80M in loans and credit facilities achieving all portfolio management objectives
Rolled out innovative Commercial Mortgages products, inflating the company's mortgage portfolio by 15%
Revamped the credit analysis system resulting in 20% better risk management and reduction in bad debts
Wells Fargo January 2017 - May 2019
Financial Services Associate
Contributed to the development of effective financial solutions increasing customer satisfaction levels by 25%
Streamlined loan origination processes improving efficiency by 20%
Played a key role in credit clearance of Commercial Lending worth over $100M
EDUCATION
Resume Worded University December 2016
Master of Business Administration (MBA) - Finance
Concentration in Banking and Corporate Finance
Resume Worded University June 2014
Bachelor of Business Administration - Banking and Finance
Distinction in Commercial Lending
Dean's List 2013 (Top 10%)
SKILLS
Banking Software: Visual Basic for Applications (VBA), Bloomberg Terminal, Microsoft Excel (Advanced), Oracle, SAP
Financial Analysis: Risk Assessment, Financial Modeling, ROI Analysis, Credit Analysis, Cash Flow Forecasting
Regulations and Compliance: Dodd-Frank, Fair Lending, Anti-Money Laundering (AML), Equal Credit Opportunity Act (ECOA), Basel III
Languages: English (Native), Spanish (Conversational)
OTHER
Certifications: Certified Financial Services Auditor (CFSA), Anti-Money Laundering Certified Associate (AMLCA)
Awards: Banker of the Year (2020 - Coached.com), Rising Star Award in Finance (2018 - Wells Fargo)
Leadership & Volunteering: Treasurer - National Junior Finance Association, Committee Member – Resume Worded Charity Foundation

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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