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This question is about what a relationship banker does and relationship banker.
Do you need a degree to be a relationship banker?
No, you do not need a degree to be a relationship banker; however, you need a minimum of a high school diploma plus previous banking experience. Banks train relationship bankers in-house, but an associate's or bachelor's in finance, business, or a related degree can lead to more opportunities and higher salaries.
The goal of a relationship banker is to optimize and manage clients' accounts and act as a central contact. The qualifications desired for relationship banker positions are:
Excellent communication and customer service
High level of organization
Ability to handle stressful situations and problem-solving
Knowledge of banking software and terminology
Knowledge of banking rules and regulations
Strong math and analytical skills
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