Career Overlap Transition record
RecordMove

Banking products manager to relationship banking manager

A banking products manager already meets 48% of what the relationship banking manager role asks for. The move turns on 11 required skills not yet in the profile.

Fig. 1 · Skill transfer ESCO v1.2.1 · directional
From banking products manager
48 % overlap
Partial match
To relationship banking manager
23 You already bring
11 Still to learn
56 Skills in the target role2
Learning distance Substantial retraining

60.1/ 100

1 How much of what a relationship banking manager is expected to do is already part of a banking products manager’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the relationship banking manager role is recorded as needing, required and optional together. What these numbers mean.

Why

Why this move works

A relationship banking manager role treats 14 of its required skills as things a banking products manager already does. You would walk in with these on day one.

  • advise on financial matters
  • advise on investment
  • core banking software
  • corporate social responsibility
  • create a financial plan
  • enforce financial policies

What stands in the way is 11 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 23 skills that carry over, these are the ones fewest other occupations ask for. A relationship banking manager role needs them, and most people applying for one will not have them already. This is the part of a banking products manager background worth leading with.

Skill the target role also needs Area
  • already held core banking software information and communication technologies (icts)
  • already held advise on investment communication, collaboration and creativity
  • already held operate financial instruments management skills
  • already held enforce financial policies management skills
  • already held financial analysis business, administration and law
  • already held financial markets business, administration and law

All 23 carried skills, including the 14 the relationship banking manager role treats as required.

Table 3

Table 3 · What you may need to learn

The 33 missing skills fall into 4 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.

Skill to pick up Tier
01 communication, collaboration and creativity 6 required, 5 supplementary
  • still to learn identify customer's needs required
  • still to learn maintain relationship with customers required
  • still to learn offer financial services required
  • still to learn prospect new customers required
  • still to learn apply technical communication skills required
  • still to learn provide financial product information required
  • optional, not held inform on interest rates optional
  • optional, not held advise on credit rating optional
  • optional, not held build business relationships optional
  • optional, not held negotiate with stakeholders optional
  • optional, not held present reports optional
02 information skills 3 required, 5 supplementary
  • still to learn consult credit score required
  • still to learn obtain financial information required
  • still to learn provide cost benefit analysis reports required
  • optional, not held monitor loan portfolio optional
  • optional, not held conduct financial audits optional
  • optional, not held examine credit ratings optional
  • optional, not held manage financial risk optional
  • optional, not held monitor stock market optional
03 business, administration and law 2 required, 9 supplementary
  • still to learn customer service required
  • still to learn financial jurisdiction required
  • optional, not held foreign valuta optional
  • optional, not held principles of insurance optional
  • optional, not held accounting techniques optional
  • optional, not held business loans optional
  • optional, not held business management principles optional
  • optional, not held mortgage loans optional
  • optional, not held relationship marketing optional
  • optional, not held tax legislation optional
  • optional, not held types of insurance optional
04 assisting and caring 3 supplementary
  • optional, not held apply credit risk policy optional
  • optional, not held assist in loan applications optional
  • optional, not held ensure compliance with company regulations optional
Table 4

Table 4 · Where to start

The 3 entries a relationship banking manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 23 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held advise on investment skill
  • already held core banking software knowledge
  • already held corporate social responsibility knowledge
  • already held create a financial plan skill
  • already held enforce financial policies skill
  • already held financial analysis knowledge
  • already held financial management knowledge
  • already held financial markets knowledge
  • already held financial products knowledge
  • already held financial statements knowledge
  • already held follow company standards skill
  • already held liaise with managers skill
  • already held strive for company growth skill
  • already held analyse business plans skill
  • already held analyse financial performance of a company skill
  • already held analyse financial risk skill
  • already held analyse market financial trends skill
  • already held communicate with banking professionals skill
  • already held economics knowledge
  • already held operate financial instruments skill
  • already held plan health and safety procedures skill
  • already held securities knowledge
22 supplementary skills, helpful but not required
Skill to pick up Tier
  • optional, not held foreign valuta optional
  • optional, not held inform on interest rates optional
  • optional, not held monitor loan portfolio optional
  • optional, not held principles of insurance optional
  • optional, not held accounting techniques optional
  • optional, not held advise on credit rating optional
  • optional, not held apply credit risk policy optional
  • optional, not held assist in loan applications optional
  • optional, not held build business relationships optional
  • optional, not held business loans optional
  • optional, not held business management principles optional
  • optional, not held conduct financial audits optional
  • optional, not held ensure compliance with company regulations optional
  • optional, not held examine credit ratings optional
  • optional, not held manage financial risk optional
  • optional, not held monitor stock market optional
  • optional, not held mortgage loans optional
  • optional, not held negotiate with stakeholders optional
  • optional, not held present reports optional
  • optional, not held relationship marketing optional
  • optional, not held tax legislation optional
  • optional, not held types of insurance optional
22 held skills the relationship banking manager role does not ask for
Skill Type
  • not needed by the target role advise on communication strategies skill
  • not needed by the target role banking activities knowledge
  • not needed by the target role carry out strategic research skill
  • not needed by the target role coordinate marketing plan actions skill
  • not needed by the target role cost management knowledge
  • not needed by the target role define measurable marketing objectives skill
  • not needed by the target role develop product design skill
  • not needed by the target role develop product policies skill
  • not needed by the target role draw conclusions from market research results skill
  • not needed by the target role electronic business knowledge
  • not needed by the target role ensure finished product meet requirements skill
  • not needed by the target role make strategic business decisions skill
  • not needed by the target role market research knowledge
  • not needed by the target role marketing management knowledge
  • not needed by the target role marketing principles knowledge
  • not needed by the target role perform market research skill
  • not needed by the target role plan product management skill
  • not needed by the target role prepare market research reports skill
  • not needed by the target role sales strategies knowledge
  • not needed by the target role statistics knowledge
  • not needed by the target role survey techniques knowledge
  • not needed by the target role trading software knowledge
11 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to pick up Tier
  • still to learn customer service required
  • still to learn financial jurisdiction required
  • optional, not held foreign valuta optional
  • optional, not held principles of insurance optional
  • optional, not held accounting techniques optional
  • optional, not held business loans optional
  • optional, not held business management principles optional
  • optional, not held mortgage loans optional
  • optional, not held relationship marketing optional
  • optional, not held tax legislation optional
  • optional, not held types of insurance optional
Index

Other moves recorded from banking products manager

Full index of moves from banking products manager

FAQ

Common questions about this move

Can a banking products manager become a relationship banking manager?

Yes, and it is a substantial move. A banking products manager already covers 48% of what a relationship banking manager is expected to do: 23 skills carry over, 14 of which the relationship banking manager role treats as required.

What skills does a banking products manager need to become a relationship banking manager?

11 required skills are missing, plus 22 optional ones. They fall into 4 areas of the ESCO skill hierarchy, led by communication, collaboration and creativity. The single most important is consult credit score.

How hard is the move from banking products manager to relationship banking manager?

Its learning distance is 60.1 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.