Relationship Banker

원격

💰 재정

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.

Relationship Banker은 무엇을 하나요?

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.

책임

Relationship Banker은 다양한 업무 및 책임을 이행할 수 있어야 합니다. 다음은 Relationship Banker이 실행할 수 있어야 하는 몇 가지 업무 및 책임입니다.

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

필수 기술

경쟁력 있는 Relationship Banker은 다음을 포함한 특정 기술과 자격을 갖추고 있습니다.

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

유사한 제안

Relationship Banker과 관련된 직책을 모집하는 경우, 유사한 역할에 대한 직무 설명을 참조하세요:

Controller