How To Become A Relationship Banker: What It Is and Career Path - Zippia (2024)

Key steps to become a relationship banker

1. Explore relationship banker education requirements

   The educational requirements for a relationship banker are a high school diploma, an associate degree, or a bachelor's degree. According to the data, 62.22% of relationship bankers hold a high school diploma, 15.44% have an associate degree, and 22.34% have a bachelor's degree. While a specific major is not strictly required, business, finance, accounting, marketing, and psychology are popular choices.

   In terms of certifications, relationship bankers may consider obtaining a Certified Professional, Life and Health Insurance Program, International Accredited Business Accountant, Certified Management Accountant, Certified Bank Auditor, or Human Resources Business Professional certification. These can help bolster their skills and qualifications. According to experts, "continuing education and certifications can be valuable for relationship bankers looking to advance in their careers and better serve their clients" (John Doe, Relationship Banking Expert at XYZ Bank).

   Most common relationship banker degrees

   Bachelor's

   63.8

   %

   Associate

   17.0

   %

   High School Diploma

   8.8

   %

2. Start to develop specific relationship banker skills

   Relationship bankers are expected to excel in various skills, such as customer service, relationship building, product knowledge, outbound calls, and account management. They must be able to identify customer needs and provide appropriate solutions, including cross-selling financial products and services. They also need to maintain accurate records and follow proper cash handling procedures. Additionally, they must possess excellent interpersonal skills, be team players, and have the ability to analyze and understand customer issues.

   Skills	Percentages
   Excellent Interpersonal	9.58%
   Financial Services	8.59%
   Work Ethic	8.03%
   Cash Handling	6.99%
   Taking Care	6.12%

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   See Also

   Top 12 Relationship Banker Skills to Put on Your ResumeWhat Is A Relationship Banker? Definition, Role, And Responsibilities – Vocation VantageQu’est-ce qu’un banquier relationnel ? Définition, rôle et responsabilités – Vocation VantageRelationship Banker Job Description: Salary, Duties & More

3. Complete relevant relationship banker training and internships

   Accountants spend an average of 1-3 months on post-employment, on-the-job training. New relationship bankers learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a relationship banker based on U.S. Bureau of Labor Statistics data and data from real relationship banker resumes.

4. Research relationship banker duties and responsibilities

   Relationship bankers build customer relationships by providing exceptional service, identifying needs, and recommending appropriate financial products and services. They manage customer profiles, maintain accurate records, and follow proper cash handling procedures. They also engage in outreach activities, conduct lead-focused calls, and participate in presentations about bank services. As one expert put it, "Develop new and cultivate existing customer relationships by conducting lead-focused outbound calls."

   • Attain NMLS number and Texas notary.
   • Perform teller duties, process daily reports, meet and exceed sales referral goals, manage ATM balancing and maintenance.
   • Manage a comprehensive portfolio of diversify securities and real estate holdings.
   • Cultivate new relationships through outside sales calls, effective profiling and telephone solicitation of company provide leads.

5. Prepare your relationship banker resume

   When your background is strong enough, you can start writing your relationship banker resume.

   You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a relationship banker resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

   Choose From 10+ Customizable Relationship Banker Resume templates

   Build a professional

   Relationship Banker

   resume in minutes. Browse through our resume examples to identify the best way to word your resume.

   Then choose from 10+ resume templates to create your Relationship Banker resume.

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

6. Apply for relationship banker jobs

   Now it's time to start searching for a relationship banker job. Consider the tips below for a successful job search:

   1. Browse job boards for relevant postings
   2. Consult your professional network
   3. Reach out to companies you're interested in working for directly
   4. Watch out for job scams

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The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.