Relationship Officer

A relationship officer builds and maintains relationships with clients to help meet their financial needs. They may work in banking, corporate, or customer service. Responsibilities Build relationships: Build and maintain strong relationships with clients Provide advice: Provide financial advice and recommend products Resolve issues: Resolve client issues and ensure high levels of customer satisfaction Identify opportunities: Identify new business opportunities Manage accounts: Manage client accounts and portfolios Cross-sell: Cross-sell products and services to clients Analyze: Analyze financial requirements and risk tolerance of clients Communicate: Communicate with clients about changes to products and services Ensure compliance: Ensure that credit applications are processed on time and that facilities are renewed on time