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Relationship bankers help bank customers determine their banking needs and accordingly refer them to different branch officers depending on whether the customer needs to take a loan, open a special account, apply for insurance or any other special service. A relationship banker typically handles all banking requirements of the bank customers assigned to them.
Most larger banks that deal with corporate banking will require all applicants to have at least a bachelor's degree in finance, economics or business. Some banks with larger corporate clientele will only hire candidates with a master's degree. Relationship managers must have outstanding customer relationship and communication skills in addition to having a thorough knowledge of banking, finance, and investments. An internship period will help you learn and understand exactly what this job entails.
Prospective employers will want to know more about your skills and experience that are relevant to this role. One way they test your suitability is by asking you how you would handle different types of bank customers with various needs. They will gauge your communication skills by assessing you as you answer their questions. Answering with conviction is crucial to a successful interview. Reading through mock interview questions will help you think of your answers in advance so you can answer more confidently at your interview for a relationship banker role.