Relationship Banker job description
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What does a Relationship Banker do?
The Relationship Banker is essential in building and maintaining client relationships, providing tailored financial solutions, and ensuring customer satisfaction. This role drives branch growth by offering personalized banking services and contributing to the overall success of the bank's financial objectives.
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What are the Key Responsibilities of Relationship Banker
- Develop and maintain strong customer relationships.
- Provide clients with financial advice and tailored banking solutions.
- Manage a portfolio of client accounts to ensure profitability.
- Conduct account reviews and identify opportunities for cross-selling.
- Resolve client inquiries and handle complaints effectively.
- Assist in branch sales goals by recommending products and services.
- Ensure compliance with banking regulations and policies.
- Educate clients on digital banking options and tools.
What are the Skills and Requirements for a Relationship Banker?
- Excellent communication and interpersonal skills.
- Strong understanding of financial products and services.
- Proficiency in customer relationship management (CRM) software.
- Strong analytical and problem-solving abilities.
- Ability to work in a team-oriented environment.
What are the KPIs to track for Relationship Banker?
The Relationship Banker is evaluated on customer satisfaction scores, the growth of account portfolios, achievement of sales targets, and adherence to compliance standards.
Customer Satisfaction
Achieve high client satisfaction and retention rates.
Portfolio Growth
Increase in client account portfolios and assets under management.
Sales Targets
Meet or exceed sales and cross-selling targets for financial products.
Reports to
Branch Manager
Collaborates with
Loan Officers, Financial Advisors
Leads
N/A
Are any specific tools or software required for the Relationship Banker role?
- CRM Software
- Financial Planning Software
- Microsoft Office Suite
What is the qualification of Relationship Banker?
Bachelor’s degree in Business, Finance, or related field and 2-4 years of experience in banking or financial services.
