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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.

Alternative Labels

relationship manager

personal financial advisor

private banker

private banking relationship manager

relationship banker

client manager

commercial banking relationship manager

financial products relationship manager

relations banker

relationship banking manager

Regulatory Aspect

To see if and how this occupation is regulated in EU Member States, EEA countries or Switzerland please consult the Regulated Professions Database of the Commission. Regulated Professions Database: