§ OCCUPATION · GLOBAL STANDARDS

relationship banking manager

Relationship banking managers retain and expand existing and prospective customer relationships.

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.

Theoretical Knowledge

ESSENTIALTheoretical knowledge required

core banking software financial products financial statements financial management financial analysis corporate social responsibility customer service financial jurisdiction financial markets

OPTIONALAdjacent knowledge that strengthens fit

mortgage loans tax legislation foreign valuta accounting techniques business management principles types of insurance relationship marketing economics principles of insurance business loans securities

Practical Skills

ESSENTIALApplied skills & competences

prospect new customers follow company standards enforce financial policies offer financial services identify customer's needs obtain financial information provide financial product information apply technical communication skills strive for company growth advise on financial matters create a financial plan maintain relationship with customers provide cost benefit analysis reports advise on investment consult credit score liaise with managers

Data Source: Unified Global Standards (ISCED, ISCO, O*NET, ESCO)