Commercial Banking Relationship Manager
Today, business and technology innovation are inextricably linked and the demand for technology-enabled business transformation services is rapidly growing. Deloitte technology professionals around the world help clients resolve their most critical information and technology challenges. Deloitte provides audit & assurance, consulting, financial advisory, risk advisory, tax and related services to public and private clients spanning multiple industries. Deloitte serves four out of five Fortune Global 500® companies through a globally connected network of member firms in more than 150 countries and territories bringing world-class capabilities, insights and service to address clients' most complex business challenges. Deloitte LLP is the Canadian member firm of Deloitte Touche Tohmatsu Limited, which is a network of member firms, each of which is a legally separate and independent entity.
Deloitte’s financial services industry specialists provide comprehensive, integrated solutions to the banking & securities, insurance, investment management and real estate sectors. Our breadth of services and industry knowledge allow us to understand each client’s unique business needs. Our Financial Services team is comprised of over 500 practitioners who have experience in the banking and securities, credit unions, insurance, investment management, and real estate & construction sectors.
- In Commercial Banking Relationship Managers are very important to the business
- Clients prefer to work with the same Relationship Manager year over year, because the Relationship Manager gets to learn and understand the clients’ business over time
- Relationship Managers protect their clients from bank procedure and policy
- When a Relationship Manager leaves a bank, their clients usually leave with him
- It takes a long time to become a good Relationship Manager, because it takes time to learn the processes, regulations, and customers
- The handoff of clients from one Relationship Manager to another is not smooth ould this be improved with technology?
- New RMs coming into the workforce only want to be RMs for a few years – is there a way to use technology to help new RMs be better at their jobs?
- Decrease the time it takes to become a good Relationship Manager
- Improve the handoff of clients between Relationship Managers
- Help new Relationship Managers get up to speed at a more rapid pace, and therefore