Relationship Analyst
Core
Conduct in-depth credit analysis to evaluate lending risks and manage customer portfolios to drive revenue growth and cross-sell opportunities.
Role type
Relationship Analyst (Credit & Sales)
Builds
Lending decisions, customer account growth, and sales conversions
Domain
Banking / Credit Risk
Required skills
Credit analysis, risk assessment, portfolio management, customer relationship management, sales conversion, compliance adherence, data management, market analysis, target achievement, document management
Preferred skills
None stated
Technologies
None stated (via careerplan.io/jobs/R54086-relationship-analyst-at-firstrand)
Responsibilities
Analyze credit data to estimate risk for lending decisions; manage growth of active customer account base; convert leads into successful sales; handle customer complaints; prepare credit proposals for review; ensure compliance with legislative and audit requirements; manage facility document renewal status; monitor expired limits; track revenue growth versus budget.
Seniority
Individual Contributor