Relationship Banker
Similar Professions

Alternative Careers and Similar Jobs to a Relationship Banker

As a Relationship Banker, you have transferrable skills that would make you a good fit for other similar jobs. Here's a list of related jobs, possible career transitions and alternative careers, based on skills you likely have.

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Similar Job Titles
  • Private Banker
  • Relationship Manager
  • Personal Banker
  • Banker
  • Universal Banker
  • Banking Center Manager
  • Bank Manager
  • Unlock all suggestions
    Alternative Careers
  • Financial Services Representative
  • Teller
  • Member Service Representative
  • Credit Analyst
  • Loan Clerk
  • Relationship Specialist
  • Small Business Banker
  • Finance Officer
  • Unlock all suggestions

    Similar Job Titles to a Relationship Banker

    These job titles are similar to the Relationship Banker role, and are often used interchangeably by companies. For example, some employers may refer to a Relationship Banker as either a Private Banker or a Relationship Manager.

    Private Banker
     Fairly Similar Skills
    ★  Very Popular

    Skill Similarity

    78%

    A Private Banker shares 78% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Private Banking
    Investments
    Wealth Management
    Portfolio Management
    Commercial Lending
    Investment Banking
    Electronic Funds Transfer
    Private Banking

    Load more skills
    See all Private Banker skills
    Relationship Manager
     Fairly Similar Skills
    ★  Very Popular

    Skill Similarity

    73%

    A Relationship Manager shares 73% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Portfolio Management
    Credit Risk
    Risk Management
    Team Leadership
    Management
    Customer Service
    Corporate Finance
    Teamwork

    Load more skills
    Explore this career profile See all Relationship Manager skills
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    Personal Banker
     Extremely Similar Skills
     Growing

    Skill Similarity

    98%

    A Personal Banker shares 98% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Customer Service
    Portfolio Management
    Customer Relationship Management (CRM)
    Teamwork
    Business Development
    Team Leadership
    Sales Management
    Microsoft Access

    Load more skills
    Explore this career profile See all Personal Banker skills
    Banker
     Extremely Similar Skills
     Growing

    Skill Similarity

    97%

    A Banker shares 97% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Investments
    Portfolio Management
    Risk Management
    Financial Markets
    Private Banking
    Corporate Finance
    Investment Banking
    Credit Risk

    Load more skills
    Explore this career profile See all Banker skills
    Universal Banker
     Extremely Similar Skills
     Growing

    Skill Similarity

    96%

    An Universal Banker shares 96% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Cash Handling
    Teller Operations
    Cash Management
    NMLS Licensed

    Load more skills
    See all Universal Banker skills
    Banking Center Manager
     Very Similar Skills
     Growing

    Skill Similarity

    90%

    A Banking Center Manager shares 90% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Commercial Lending
    Branch Management
    Lines Of Credit
    Risk Management
    Portfolio Management

    Load more skills
    See all Banking Center Manager skills
    Bank Manager
     Extremely Similar Skills
     Growing

    Skill Similarity

    94%

    A Bank Manager shares 94% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Load more skills
    See all Bank Manager skills

    Alternative Careers and Related Jobs For a Relationship Banker

    Here is a list of possible career transitions and similar professions a typical Relationship Banker often moves into, within or outside their industry.

    Financial Services Representative
     Fairly Similar Skills
     Growing

    Skill Similarity

    74%

    A Financial Services Representative shares 74% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Life Insurance
    Retirement Planning
    Fixed Annuities
    Investments
    Disability Insurance
    Insurance
    Financial Planning
    Long Term Care Insurance

    Load more skills
    Explore this career profile See all Financial Services Representative skills
    Teller
     Very Similar Skills
     Growing

    Skill Similarity

    85%

    A Teller shares 85% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Cash Handling
    Teller Operations
    Cash Management
    Time Management
    Teamwork
    Customer Service
    Customer Satisfaction
    Cashiering

    Load more skills
    Explore this career profile See all Teller skills
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    Member Service Representative
     Very Similar Skills
     Growing

    Skill Similarity

    82%

    A Member Service Representative shares 82% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Customer Service
    Time Management
    Teamwork
    Microsoft Access
    EF
    Communication
    Panel Moderator
    Interpersonal Skills

    Load more skills
    Explore this career profile See all Member Service Representative skills
    Credit Analyst
     Fairly Similar Skills
     Growing

    Skill Similarity

    59%

    A Credit Analyst shares 59% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Credit Risk
    Risk Management
    Data Analysis
    Financial Risk
    Analytical Skills
    Business Analysis
    Microsoft Access
    Portfolio Management

    Load more skills
    Explore this career profile See all Credit Analyst skills
    Loan Clerk
     Fairly Similar Skills
     Growing

    Skill Similarity

    60%

    A Loan Clerk shares 60% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Load skills
    Explore this career profile See all Loan Clerk skills
    Relationship Specialist
     Very Similar Skills
     Growing

    Skill Similarity

    88%

    A Relationship Specialist shares 88% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Load skills
    See all Relationship Specialist skills
    Small Business Banker
     Very Similar Skills
     Growing

    Skill Similarity

    86%

    A Small Business Banker shares 86% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Load skills
    See all Small Business Banker skills
    Finance Officer
     Fairly Similar Skills
     Opportunity

    Skill Similarity

    66%

    A Finance Officer shares 66% of core skills with a Relationship Banker.

    Skills to develop to transition to this role

    Load skills
    See all Finance Officer skills

    High Value Skills to Build as a Relationship Banker

    If you're a Relationship Banker and are planning to move into a similar profession or alternative career, it's important to build the right skill sets to position you for your next career.

    We analyzed thousands of career transitions in your industry and identified the highest value skills to build as a Relationship Banker. Building these skills will set you up for the most number of the above careers.

    • Private Banking
    • Investments
    • Wealth Management
    • Portfolio Management
    • Commercial Lending
    • Investment Banking
    • Electronic Funds Transfer
    • Credit Risk
    • Risk Management
    • Team Leadership
    • Management
    • Customer Service
    • Corporate Finance
    • Teamwork
    • Customer Relationship Management (CRM)
    • Business Development
    • Sales Management
    • Microsoft Access

    Word Cloud of Skills to Build as a Relationship Banker

    Here is a word cloud of the skills above. Use this as inspiration for the kinds of transferrable skills you need to build to move into a similar profession or alternative career.

    Frequently Asked Questions

    What skills do you need to be a Small Business Banker?

    Some skills that are common for a Relationship Banker transitioning into a Small Business Banker role are Commercial Lending, Small Business, Portfolio Management, Lines Of Credit and Cash Management.

    What skills do I need to develop to become a Finance Officer?

    Some skills that are common for a Relationship Banker transitioning into a Finance Officer role are Microsoft Access, Accounting, Customer Service, Financial Reporting, Teamwork, Accounts Receivable (AR), Management and Leadership.

    What are similar professions to a Relationship Banker?

    It's common for a Relationship Banker to become a Teller, Finance Officer, Credit Analyst, Relationship Specialist, Financial Services Representative, Small Business Banker, Member Service Representative or Loan Clerk.

    What are some alternative careers a former Relationship Banker should consider?

    Here is a list of alternative careers and related jobs for a Relationship Banker:

    • Loan Clerk
    • Financial Services Representative
    • Small Business Banker
    • Relationship Specialist
    • Member Service Representative
    • Finance Officer
    • Credit Analyst
    • Teller

    What are some job titles that are similar to a Relationship Banker?

    Job titles that are often used interchangeably with a Relationship Banker are:

    • Bank Manager
    • Personal Banker
    • Banking Center Manager
    • Private Banker
    • Banker
    • Relationship Manager
    • Universal Banker
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