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.
O que um Relationship Banker faz?
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.
Responsabilidades
Um Relationship Banker deve ser capaz de cumprir vários deveres e responsabilidades. A seguir estão alguns deveres e responsabilidades que um Relationship Banker deve ser capaz de executar:
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
Habilidades necessárias
Um Relationship Banker competitivo terá certas habilidades e qualificações, incluindo:
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
Ofertas semelhantes
Se você estiver recrutando para posições relacionadas a um Relationship Banker, veja nossas descrições de cargo para funções semelhantes:
