relationship banking managertobank account manager
A relationship banking manager already meets 64% of what the bank account manager role asks for. The move turns on 8 required skills not yet in the profile.
64%
40.9/ 100
1 Share of the bank account manager role’s weighted skill requirement already met by the relationship banking manager profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.
Why this move works
A bank account manager role treats 14 of its required skills as things a relationship banking manager already does. These are the ones it depends on most.
- advise on financial matters
- analyse financial performance of a company
- apply technical communication skills
- core banking software
- corporate social responsibility
- create a financial plan
What stands in the way is 8 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 23 skills that carry over, these are the ones fewest other occupations ask for. A bank account manager role needs them, and most people applying for one will not have them already. This is the part of a relationship banking manager background worth leading with.
- already held core banking software information and communication technologies (icts)
- already held offer financial services communication, collaboration and creativity
- already held enforce financial policies management skills
- already held provide financial product information communication, collaboration and creativity
- already held financial analysis business, administration and law
- already held communicate with banking professionals communication, collaboration and creativity
All 23 carried skills, including the 14 the bank account manager role treats as required.
Table 3 · What you would need to learn
The 13 missing skills fall into 6 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.
- required, not held advise on bank account required
- required, not held solve bank account problems required
- required, not held protect client interests required
- optional, not held promote financial products optional
- required, not held provide support in financial calculation required
- optional, not held maintain records of financial transactions optional
- optional, not held produce statistical financial records optional
- optional, not held trace financial transactions optional
- required, not held create banking accounts required
- optional, not held handle financial transactions optional
- required, not held ethics required
- required, not held banking activities required
- required, not held electronic communication required
Table 4 · Where to start
The 3 entries a bank account manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 advise on bank account skill · sector specific
- 02 create banking accounts skill · sector specific
- 03 solve bank account problems skill · sector specific
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 23 skills that carry over
- already held advise on financial matters skill
- already held analyse financial performance of a company skill
- already held apply technical communication skills 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 statements knowledge
- already held follow company standards skill
- already held liaise with managers skill
- already held offer financial services skill
- already held provide financial product information skill
- already held analyse market financial trends skill
- already held communicate with banking professionals skill
- already held customer service knowledge
- already held economics knowledge
- already held financial products knowledge
- already held obtain financial information skill
- already held plan health and safety procedures skill
- already held securities knowledge
- already held strive for company growth skill
5 supplementary skills, helpful but not required
- optional, not held promote financial products optional
- optional, not held handle financial transactions optional
- optional, not held maintain records of financial transactions optional
- optional, not held produce statistical financial records optional
- optional, not held trace financial transactions optional
33 held skills the bank account manager role does not ask for
- not needed by the target role accounting techniques knowledge
- not needed by the target role advise on credit rating skill
- not needed by the target role advise on investment skill
- not needed by the target role analyse business plans skill
- not needed by the target role analyse financial risk skill
- not needed by the target role apply credit risk policy skill
- not needed by the target role assist in loan applications skill
- not needed by the target role build business relationships skill
- not needed by the target role business loans knowledge
- not needed by the target role business management principles knowledge
- not needed by the target role conduct financial audits skill
- not needed by the target role consult credit score skill
- not needed by the target role ensure compliance with company regulations skill
- not needed by the target role examine credit ratings skill
- not needed by the target role financial jurisdiction knowledge
- not needed by the target role financial markets knowledge
- not needed by the target role foreign valuta knowledge
- not needed by the target role identify customer's needs skill
- not needed by the target role inform on interest rates skill
- not needed by the target role maintain relationship with customers skill
- not needed by the target role manage financial risk skill
- not needed by the target role monitor loan portfolio skill
- not needed by the target role monitor stock market skill
- not needed by the target role mortgage loans knowledge
- not needed by the target role negotiate with stakeholders skill
- not needed by the target role operate financial instruments skill
- not needed by the target role present reports skill
- not needed by the target role principles of insurance knowledge
- not needed by the target role prospect new customers skill
- not needed by the target role provide cost benefit analysis reports skill
- not needed by the target role relationship marketing knowledge
- not needed by the target role tax legislation knowledge
- not needed by the target role types of insurance knowledge
3 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- required, not held banking activities required
- required, not held electronic communication required
- required, not held ethics required
Other moves recorded from relationship banking manager
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.