Bank Relationship Management Advisor
Finance → Treasury
Objective
The objective of this role is to manage and foster relationships with banks and other financial institutions. The role is crucial in negotiating banking services, fees and addressing service quality issues. It also involves the identification of opportunities for new business with existing clients.
Description
Builds and maintains beneficial relationships with financial institutions.
Sample Questions
- How to effectively negotiate banking fees?
- What strategies can improve client relationships?
- How to interpret banking regulations impact?
- What are potential new business opportunities?
Key Functions
1. Establish and maintain relationships with banks. 2. Negotiate banking services and fees. 3. Address and resolve service quality issues. 4. Identify and pursue new business opportunities with existing clients. 5. Develop strategies for maintaining and improving client relationships. 6. Monitor banking industry trends and market conditions. 7. Provide financial advice to clients. 8. Ensure compliance with banking laws and regulations.
Required Skills
1. Knowledge of banking products and services. 2. Financial advisory skills. 3. Understanding of banking laws and regulations. 4. Negotiation skills. 5. Relationship management skills. 6. Knowledge of financial markets and trends. 7. Analytical skills. 8. Risk management skills. 9. Knowledge of financial software and systems. 10. Understanding of business development strategies.
