Branch Relationship Executive

Job Description

A Branch Relationship Executive (BRE) job involves managing customer relationships within a bank branch, understanding customer needs, offering financial products and services, and contributing to branch growth through sales and customer service.
Here’s a more detailed breakdown of the role:
Key Responsibilities:
Customer Relationship Management:
Building and maintaining strong relationships with existing and potential customers.
Understanding customer needs and financial goals.
Providing excellent customer service and resolving queries.
Sales and Product Promotion:
Promoting bank products and services, including loans, credit cards, insurance, and investment products.
Identifying opportunities to cross-sell and upsell products to existing customers.
Achieving sales targets and contributing to the branch’s revenue goals.
Customer Acquisition:
Generating leads and referrals for new customers.
Participating in marketing activities and customer visits outside the branch.
Transaction Processing:
Accurately and efficiently processing customer transactions and service requests.
Ensuring compliance with regulatory guidelines and internal policies.
Other Duties:
May be required to assist with teller duties or other branch operations as needed.
Participating in training and development programs to enhance skills and knowledge.
Maintaining accurate records of customer interactions and activities.
Skills and Qualifications:
Excellent communication and interpersonal skills.
Strong sales and customer service skills.
Ability to build rapport and trust with customers.
Knowledge of financial products and services.
Ability to work independently and as part of a team.
Good problem-solving and decision-making skills.
Computer literacy and proficiency in relevant banking software.
A bachelor’s degree or equivalent experience is often preferred.