Job Analysis of Customer Relationship Manager of a Bank
Job Analysis of Customer Relationship Manager of a Bank
HUMAN RESOURCE
ASSIGNMENT
JOB ANALYSIS
OF A
“CUSTOMER RELATIONSHIP MANAGER OF BANK”
Job Title: Customer Relationship Bank Manager
Classification: Full Time
Department:
Banking
Location:
JOB DESCRIPTION
The manager is responsible for managing his team, increasing his branchs sales of financial products and services, maintaining customer relationships and attracting new customers.
Duties
Minimizing lending risk
Motivating staff to meet targets
Understanding the needs of individual and business customers
Maintaining brand image and corporate policies
Being responsible for staff supervision and training
Making sure that staff follow rules and procedures to prevent fraud
Dealing with any customer complaints
Attending meetings or conferences
Promoting the bank in the local community.
Communicating with customers are making them aware about the different kinds of accounts available in the bank
Helping them choose the most suitable account for their needs and helping them with the formalities
Telling customers about different loan facilities available and different all information regarding it
Keeping up to date with the changes in law regarding loan procedures and other related relationship banking works
Keeping in touch with customers and updating them about new offers and regulations
Knowledge and Skills
Generally, relationship banking positions require interpersonal communication skills. Depending on the particular duties and responsibilities, employees are required to have a broad knowledge of the different bank services, products and transactions, as well as customer disclosures.
Excellent communication skills
A thorough understanding about banking and accounting principles
Excellent troubleshooting abilities
Good interpersonal skills
Good observational and analytical skills
Reporting Structure
Has nobody directly reporting to this position
Required to participate in Annual Sales Meeting
Relationship banking education and qualification
The education and qualification required for a relationship banking job are:
Bachelor Degree in business, finance or accounting or 5 Years experience and High School Diploma. Bachelors Degree Preferred.
Professional Certificate in Banking
Applied Diploma in Corporate Banking
Applied Diploma in Relationship Financial Services
Foundation Degree in Banking Practice and Management
Professional Diploma in Banking Practice and Management.
Relationship banking salary
The salary of a relationship banking job depends on his or her position in the bank and the place of employment Managers and senior executives earn higher salaries.
Hours Of Working
In a relationship bank branch usually working hours are 9am to 5pm, Monday to Friday, with some Saturday mornings.
The manager would be based in an office at your