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.
Relationship Banker 应该能够履行各种职责和责任。以下是 Relationship Banker 应该能够执行的一些职责和责任：
- 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
有竞争力的 Relationship Banker 将具备某些技能和资格，包括：
- 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
