Relationship Manager Resume Guide

Relationship Managers are responsible for cultivating and maintaining relationships with clients, customers and stakeholders. They use their expertise in customer service to ensure that all parties involved have a positive experience interacting with each other. Relationship Managers also provide guidance on how best to approach certain situations as well as develop strategies for achieving desired outcomes.

Your expertise in building relationships with clients is unparalleled. But potential employers don’t know that yet, so you must craft a resume that highlights your ability to build strong connections in order for them to take notice.

This guide will walk you through the entire process of creating a top-notch resume. We first show you a complete example and then break down what each resume section should look like.

The guide is divided into sections for your convenience. You can read it from beginning to end or use the table of contents below to jump to a specific part.

Full Resume Example Summary Experience Skills Education Certifications Contact Info Cover Letter Templates

Relationship Manager Resume Sample

Max Nienow
Relationship Manager

[email protected]
483-275-9963
linkedin.com/in/max-nienow

Summary

Reliable relationship manager with 4+ years of experience developing and nurturing lasting relationships with clients. Track record of success in increasing customer loyalty, boosting revenue retention rate by 21%, and introducing innovative products/services to drive further growth. Seeking a role at ABC Company where I can help grow the business through managing existing client relationships as well as identifying new opportunities.

Experience

Relationship Manager, Employer A
Phoenix, Jan 2018 – Present

Presented customized relationship management plans to over 100 clients, leading to a 15% increase in customer retention rates.
Participated in various cross-functional projects and committees with the goal of improving client experience; achieved an average 10% reduction in service delivery timeframes.
Formulated creative strategies for identifying new business opportunities and strengthening existing relationships; secured $250K worth of additional investments from corporate partners within 6 months.
Assessed overall customer satisfaction levels through detailed surveys and focus groups; managed improvement initiatives that increased total satisfaction ratings by 25%.
Consistently delivered superior quality results while developing long-term relationships with both internal stakeholders and external customers alike, setting high standards for other professionals to follow.

Relationship Manager, Employer B
Oxnard, Mar 2012 – Dec 2017

Thoroughly analyzed customer histories, trends and needs to build relationships with over 200 clients, resulting in a 10% increase in client retention rate.
Streamlined onboarding processes for new customers by introducing automated systems and strategies; reduced average time required for setup from 2 weeks to 1 week.
Improved the resolution process of customer inquiries by establishing an efficient cross-departmental communication system which resulted in 20% faster response times than before.
Expedited implementation of initiatives to improve customer satisfaction levels through providing timely feedback on service quality metrics; increased NPS score by 9 points within 6 months.
Coordinated with various teams across departments (Marketing, Sales, Product Development etc.)to ensure that strategic objectives were met while maintaining excellent rapport with customers at all times.

Skills

Banking
Credit
Relationship Management
Portfolio Management
Finance
Financial Analysis
Financial Services
Risk Management
Loans

Education

Bachelor’s Degree in Business Administration
Educational Institution XYZ
Nov 2011

Certifications

Certified Relationship Manager
Relationship Management Institute
May 2017

1. Summary / Objective

A resume summary for a relationship manager should be tailored to show the hiring manager that you have the skills and experience necessary to excel in this role. In your summary, you could mention how many years of customer service or sales experience you have, any relevant certifications or qualifications related to relationship management, and why your interpersonal skills make you an ideal candidate.

Below are some resume summary examples:

Energetic, results-oriented relationship manager with 5+ years of experience working in the banking and financial services industry. Demonstrated success in building long-term relationships, providing personalized service to all clients, and developing innovative strategies for increasing customer loyalty. Committed to creating a positive customer experience by proactively managing client needs while maintaining compliance standards.

Amicable relationship manager with 5+ years of experience in client relations and account management. Adept at connecting customers to the right products/services, building lasting relationships, and providing a positive customer experience. At XYZ Company achieved an average client satisfaction rating of 94%, exceeding company metrics by 12%. Skilled in using CRM software to manage accounts and track progress towards sales goals.

Dependable relationship manager with 3+ years of experience in client services, account management and customer relations. At XYZ Corporation, managed 50 accounts and developed relationships to drive sales growth by 20%. Experienced in providing excellent customer service while exceeding expectations for both internal and external clients. Looking to leverage my expertise towards building long-term relationships at ABC Company.

Well-rounded relationship manager with 5+ years of experience in customer service and account management. Proven track record of developing lasting relationships with clients, resulting in increased sales and improved retention rates. At XYZ, managed a portfolio of high-value customers worth over $2 million annually. Received numerous accolades for exemplary performance from both internal stakeholders and external partners.

Skilled relationship manager with over 8 years of experience in customer engagement, retention and acquisition. Proven track record of building strong relationships between customers and businesses to increase customer satisfaction by 20%. Achieved highest client loyalty scores at previous company XYZ in 2020. Looking to use excellent communication skills to build lasting connections for ABC as a Relationship Manager.

Accomplished Relationship Manager with 8+ years of experience developing and maintaining relationships between customers, vendors, partners, and stakeholders. Skilled at driving business growth through customer service excellence and a consultative selling approach. Looking to join ABC as the next Senior Relationship Manager to drive strategic initiatives that foster long-term loyalty from clients and partners alike.

Talented relationship manager with 7+ years of experience in account management and customer relations. Demonstrated ability to manage multiple key accounts simultaneously, build long-term client relationships, and exceed sales targets. Seeking to join ABC Company as a Relationship Manager where I can use my expertise to help drive business growth through strong client engagement and successful project delivery.

Seasoned relationship manager with 8+ years of experience developing and nurturing client relationships within the banking industry. Proven ability to build trust, foster partnerships, and grow revenue streams for mutual benefit. Seeking to join ABC Bank as a relationship manager in order to drive customer satisfaction through consultative sales techniques and strategic financial advice.

2. Experience / Employment

In the experience section, you should provide details on your employment history. This section should be written in reverse chronological order; meaning the most recent role is listed at the top.

When stating what you did, stick to bullet points for easy digestion of information by the reader. Take some time to think about and explain in detail what tasks you completed as well as any results or successes that were achieved due to your efforts.

For example, instead of saying “Managed customer relationships,” you could say, “Developed strong rapport with customers through regular phone calls and emails resulting in a 10% increase in client retention rate.”

To write effective bullet points, begin with a strong verb or adverb. Industry specific verbs to use are:

Other general verbs you can use are:

Achieved
Advised
Assessed
Compiled
Coordinated
Demonstrated
Developed
Expedited
Facilitated
Formulated
Improved
Introduced
Mentored
Optimized
Participated
Prepared
Presented
Reduced
Reorganized
Represented
Revised
Spearheaded
Streamlined
Structured
Utilized

Below are some example bullet points:

Represented the organization in over 500 client meetings, providing detailed insights on the services and products offered to generate $4 million in revenue.
Revised onboarding processes for new clients, thereby reducing paperwork time by 15% and increasing customer satisfaction ratings by 12%.
Compiled weekly reports detailing performance of key accounts; identified emerging trends & used data analysis techniques to anticipate future needs with 97% accuracy rate.
Spearheaded several initiatives that resulted in improved quality assurance measures across all departments; exceeded monthly targets each quarter by an average of 20%.
Successfully managed a portfolio of 80+ high-value customers, resolving any issues or complaints quickly while ensuring their loyalty through excellent service delivery standards.

Advised over 350 clients on relationship-building strategies and techniques, helping them strengthen their personal and professional relationships; reduced customer churn by 10%.
Reduced client dispute resolution time from 4 hours to 2 hours through effective communication & problem-solving skills.
Utilized a variety of management tools including CRM software, Excel spreadsheets, survey forms and questionnaires to monitor client interactions & generate reports for senior staff members.
Achieved an 87% customer satisfaction rating among surveyed clients due to clear guidance with regards to best practices in managing relationships across different cultures or communities.
Diligently reviewed over 500 documents related to client onboarding agreements each month ensuring that all contracts were compliant with state laws and regulations governing the industry’s standards of practice.

Facilitated relationship building between clients and senior management to achieve established goals, resulting in a 20% increase in customer satisfaction levels.
Resourcefully developed financial strategies for customers that improved their credit scores by an average of 15%, increasing overall portfolio value by $5 million annually.
Reorganized the existing client database system to streamline processes and enhance productivity, saving over 150 hours of time per month on data entry tasks.
Optimized lead generation efforts through targeted campaigns which resulted in acquiring 100+ new accounts within 6 months with a conversion rate of 27%.
Demonstrated excellent communication skills when resolving conflicts between customers and internal staff;successfully resolved 70+ cases within 3 months while maintaining high standards of customer service throughout the process.

Structured and implemented client relationship management strategies to increase customer satisfaction and loyalty by 15%.
Prepared monthly reports on the performance of existing relationships, identified key areas for improvement, and provided strategic recommendations to senior executives.
Proficiently handled complex customer issues with diplomacy and tact; successfully resolved over 200 disputes in a year without any legal action taken against the company.
Developed long-term partnerships with more than 50 organizations through consultative selling techniques, resulting in an overall boost in sales volume by 25%.
Mentored 3 junior colleagues on how to effectively build strong relationships with clients while upholding professional standards of service excellence.

3. Skills

Two organizations that have advertised for a position with the same title may be searching for individuals whose skills are quite different. For instance, one may be looking for a relationship manager with experience in customer service and the other may require someone who is well-versed in sales.

Because of this, it’s important to tailor your skills section to each job you are applying for. This will help ensure that applicant tracking systems pick up on the keywords they are searching for as part of their screening process.

In addition to listing relevant skills here, you should also discuss them further in other sections such as the summary or work history area.

Below is a list of common skills & terms:

Account Management
Analysis
Banking
Business Analysis
Business Development
Business Strategy
CRM
Change Management
Coaching
Commercial Banking
Commercial Lending
Communication
Consumer Lending
Credit
Credit Analysis
Credit Risk
Customer Satisfaction
Event Management
Finance
Financial Analysis
Financial Risk
Financial Services
Insurance
Investments
Loans
Mortgage Lending
Mutual Funds
Portfolio Management
Process Improvement
Relationship Management
Retail Banking
Risk Management
Small Business Lending
Social Media Marketing
Social Networking
Strategy
Team Leadership
Teamwork
Time Management
Wealth Management

4. Education

Mentioning an education section on your resume will depend on how far along you are in your career. If you recently graduated and don’t have much work experience, include a brief mention of your educational background below the resume objective. However, if you have been working as a relationship manager for several years with plenty to showcase, it may be better to omit the education section altogether.

If an education section is included, try to focus on courses or subjects that relate directly to the job role such as customer service management or communication studies.

Bachelor’s Degree in Business Administration
Educational Institution XYZ
Nov 2011

5. Certifications

Certifications are a great way to demonstrate your expertise in a particular field. They show potential employers that you have taken the time and effort to gain an official qualification, which can be especially beneficial if it is relevant to the job role.

When applying for jobs, make sure to include any certifications or qualifications related to the position on your resume so that hiring managers are aware of them. This will help you stand out from other applicants and give you an edge when competing for roles.

Certified Relationship Manager
Relationship Management Institute
May 2017

6. Contact Info

Your name should be the first thing a reader sees when viewing your resume, so ensure its positioning is prominent. Your phone number should be written in the most commonly used format in your country/city/state, and your email address should be professional.

You can also choose to include a link to your LinkedIn profile, personal website, or other online platforms relevant to your industry.

Finally, name your resume file appropriately to help hiring managers; for Max Nienow, this would be Max-Nienow-resume.pdf or Max-Nienow-resume.docx.

7. Cover Letter

Including a cover letter with your job application is a great way to express your enthusiasm for the role and demonstrate why you are an ideal fit. It should be made up of 2-4 paragraphs that provide more detail about yourself, explain what makes you a suitable candidate and elaborate on how your skills can benefit the company.

Although cover letters aren’t always mandatory in job applications, they are highly recommended so as to give recruiters better insights into who you are and showcase any qualifications or experience that may not have been mentioned in the resume.

Below is an example cover letter:

Dear Orpha,

I am writing to apply for the Relationship Manager position at XYZ Bank. With more than 10 years of experience in customer service and banking, I have the necessary skills and qualifications to excel in this role. In my current job as a Customer Service Representative at ABC Bank, I manage a portfolio of 100 high-net-worth individuals with total assets under management of $10 million. I am responsible for providing comprehensive wealth management services, including investment advice, loan processing, and account maintenance.

Through my work experience, I have developed strong relationship-building skills that allow me to establish trust and rapport with clients quickly. My ability to listen attentively and provide personalized solutions has resulted in high levels of client satisfaction; 85% of my clients rated me “excellent” or “good” in our most recent customer survey. In addition, I have a proven track record of successfully cross-selling products and services to meet client needs; last year alone, I generated $1 million in new revenue for the bank through additional product sales.

I am confident that as Relationship Manager at XYZ Bank, I will be able contribute positively to your team’s success while providing superior service to your clients. Thank you for your time and consideration; please do not hesitate to contact me if you have any questions about my qualifications or suitability for this position.

Sincerely,

Max