Job Analysis of Customer Relationship Manager of a Bank

HUMAN RESOURCE

ASSIGNMENT

ON

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 branch's 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