The overarching goal of a Relationship Banker is to work closely with customers to increase the number of financial products they use and help retain them as long-term clients. They call, email or meet with clients regularly to stay current on their financial needs and recommend new products. Through these personal connections, the Relationship Banker can help increase your financial institution’s profits. Relationship Bankers also provide support services, such as investigating account issues, processing transactions and printing financial statements. They typically spend time researching financial opportunities to stay current in the industry.
Hvad gør en -NAVN-?
A Relationship Banker, or Relationship Banking Representative, works closely with bank clients to help them fully understand and utilize financial services from the institution. Their duties include meeting with clients to understand their financial needs, providing financial advice related to the bank’s products and helping clients secure various financial products.
Ansvar
Et Relationship Banker bør være i stand til at udføre forskellige pligter og ansvar. Følgende er nogle pligter og ansvarsområder en Relationship Banker bør kunne udføre:
Serving as a liaison between customers and the financial institution
Talking with customers to determine what types of financial products fit their needs
Communicating regularly with customers to build strong relationships
Explaining financial products and services
Creating financial accounts and helping customers complete applications for products
Investigating and resolving issues with customers’ finances
Nødvendige færdigheder
En konkurrencedygtig Relationship Banker vil have visse færdigheder og kvalifikationer, herunder:
Client relationship development skills
Solid knowledge of financial products
Sales skills to persuade customers to use new financial products
Cash handling and financial expertise, including knowledge of banking regulations
Analytical skills to evaluate customers’ situations and provide customized recommendations
Comfort with banking and financial software programs
Lignende tilbud
Hvis du rekrutterer til stillinger relateret til et Relationship Banker, se vores jobbeskrivelser for lignende roller:
