ISCO Specialization 2412.4.1 Relationship Banking Manager
From Open Risk Manual
Definition
Relationship Banking Manager: 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.
Essential Skills
- Financial Markets
- Strive For Company Growth
- Plan Health And Safety Procedures
- Financial Management
- Identify Customer'S Needs
- Enforce Financial Policies
- Financial Statements
- Financial Analysis
- Offer Financial Services
- Maintain Relationship With Customers
- Advise On Financial Matters
- Financial Jurisdiction
- Prospect New Customers
- Provide Financial Product Information
- Customer Service
- Corporate Social Responsibility
- Create A Financial Plan
- Obtain Financial Information
- Apply Technical Communication Skills
- Follow Company Standards
- Advise On Investment
- Provide Cost Benefit Analysis Reports
- Financial Products
- Consult Credit Score
- Liaise With Managers
Optional Skills
- Foreign Valuta
- Analyse Market Financial Trends
- Examine Credit Ratings
- Accounting Techniques
- Operate Financial Instruments
- Manage Financial Risk
- Mortgage Loans
- Build Business Relationships
- Present Reports
- Types Of Insurance
- Assist In Loan Applications
- Economics
- Communicate With Banking Professionals
- Business Management Principles
- Negotiate With Stakeholders
- Monitor Loan Portfolio
- Advise On Credit Rating
- Ensure Compliance With Company Regulations
- Principles Of Insurance
- Securities
- Tax Legislation
- Analyse Financial Performance Of A Company
- Analyse Financial Risk
- Conduct Financial Audits
- Business Loans
- Monitor Stock Market
- Apply Credit Risk Policy
- Inform On Interest Rates
Alternative Names
- Private Banking Relationships Managers
- Personal Financial Advisor
- Private Banker
- Relationship Banker
- Commercial Banking Relationship Manager
- Relations Bankers
- Relations Banker
- Private Banking Relationship Managers
- Relationship Manager
- Private Bankers
- Private Banking Relationship Manager
- Relationship Bankers
- Relationship Managers
- Client Manager
- Financial Products Relationship Manager
- Financial Products Relationship Managers
