A banking relationship manager is an important liaison between customers and their institution. They must establish new client relationships and maintain existing relationships. Daily responsibilities for the banking relationship manager are as diverse as the customers being served. They typically handle customer issues with accounts, investment offerings, and loans; these issues require the manager be knowledgeable of their bank's products and services, as well as those offered by competitors. The banking relationship manager also performs a number of managerial responsibilities. They must accurately portray customer relations to their supervisors, research customer trends, and report these findings to the bank president or general manager.
Relationship Manager, Banking Tasks
Identify potential bank clients and develop proposals detailing how the bank can benefit them.
Analyze client’s cash, capital, and investment needs.
Establish relationships with a bank’s business clients.
Monitor the performance of client accounts and suggest ways to improve returns.