Officer, Branch Relationship Manager, Growth, Consumer Banking Group
Core
Manage and grow a portfolio of consumer banking customers by providing personalized financial updates and solutions, acquiring new-to-bank customers, and recommending wealth management, deposit, and insurance products.
Role type
Branch Relationship Manager (Consumer Banking)
Builds
Consumer banking products and services (deposits, investments, insurance, mortgages, credit cards, personal loans)
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Relationship management, sales, customer service, financial advisory, regulatory compliance, cross-selling, problem-solving
Preferred skills
Wealth management certification, insurance certification
Responsibilities
Manage and grow a portfolio of consumer banking customers, Acquire new-to-bank customers through active prospecting and referrals, Identify customer financial needs and recommend suitable products, Deliver exceptional customer service to build long-term relationships, Collaborate with internal branch teams to maximize cross-selling opportunities, Ensure strict compliance with regulatory guidelines and bank policies