relationship banking manager (EN)
ISCO 2412 · v1.2.1
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.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- relationship manager
- personal financial advisor
- private banker
- private banking relationship manager
- relationship banker
- client manager
- commercial banking relationship manager
- financial products relationship manager
- relations banker
Skills and knowledge
Essential (EN) · 25
- financial products
- customer service
- maintain relationship with customers
- enforce financial policies
- strive for company growth
- provide cost benefit analysis reports
- financial statements
- financial management
- create a financial plan
- advise on investment
- corporate social responsibility
- identify customer's needs
- prospect new customers
- obtain financial information
- advise on financial matters
- core banking software
- financial markets
- financial analysis
- apply technical communication skills
- consult credit score
- offer financial services
- financial jurisdiction
- provide financial product information
- liaise with managers
- follow company standards
Optional (EN) · 31
- apply credit risk policy
- business management principles
- relationship marketing
- advise on credit rating
- analyse market financial trends
- foreign valuta
- ensure compliance with company regulations
- assist in loan applications
- analyse business plans
- communicate with banking professionals
- examine credit ratings
- securities
- manage financial risk
- negotiate with stakeholders
- accounting techniques
- economics
- conduct financial audits
- analyse financial performance of a company
- operate financial instruments
- mortgage loans
- principles of insurance
- monitor stock market
- plan health and safety procedures
- business loans
- monitor loan portfolio
- present reports
- inform on interest rates
- tax legislation
- build business relationships
- analyse financial risk
- types of insurance
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