Description
Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial products and services to customers. They also manage the total relationship with customers and are responsible for optimising business results and customer satisfaction.
EssentialOptional
Theoretical Knowledge
financial jurisdictionfinancial managementcustomer servicefinancial statementsfinancial analysisfinancial productscore banking softwarefinancial marketscorporate social responsibilitytypes of insurancerelationship marketingbusiness management principlesforeign valutasecuritiesbusiness loanseconomicsmortgage loansaccounting techniquestax legislationprinciples of insurance
Practical Skills
apply technical communication skillsprospect new customersidentify customer's needsprovide financial product informationprovide cost benefit analysis reportsfollow company standardsobtain financial informationadvise on investmentadvise on financial mattersoffer financial servicesliaise with managersconsult credit scoreenforce financial policiesmaintain relationship with customersstrive for company growthcreate a financial planexamine credit ratingsanalyse financial performance of a companynegotiate with stakeholdersanalyse financial riskmonitor stock marketensure compliance with company regulationsbuild business relationshipsconduct financial auditscommunicate with banking professionalsanalyse business plansinform on interest ratesplan health and safety procedurespresent reportsassist in loan applicationsoperate financial instrumentsapply credit risk policyanalyse market financial trendsmonitor loan portfoliomanage financial riskadvise on credit rating