Relationship banking manager
Also searched as: Director de banca personalizada
Code 2412.4.1
What does a Relationship banking manager do?
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.
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Essential skills
Knowledge
- financial analysis
- financial jurisdiction
- financial statements
- financial management
- financial markets
- financial products
- corporate social responsibility
- customer service
Skills and competences
- Elaborar un informe financiero
- apply technical communication skills
- enforce financial policies
- liaise with managers
- identify customer's needs
- maintain relationship with customers
- obtain financial information
- offer financial services
- provide cost benefit analysis reports
- plan health and safety procedures
- create a financial plan
Transversal competences
- advise on financial matters
- advise on investment
- prospect new customers
- consult credit score
- provide financial product information
- strive for company growth
- follow company standards
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What to assess for this role
Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences