Table 1Transition record

bank managertorelationship banking manager

A bank manager already meets 56% of what the relationship banking manager role asks for. The move turns on 10 required skills not yet in the profile.

From bank manager

56%

Overlap1

To relationship banking manager

30 Skills carried over

10 Required, not held

52.4 Difficulty2

Career overlap Partial match

56%

Learning distance Real move, short list to learn

52.4/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the relationship banking manager role’s weighted skill requirement already met by the bank 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

Why this move works

A relationship banking manager role treats 15 of its required skills as things a bank manager already does. These are the ones it depends on most.

advise on financial matters
advise on investment
consult credit score
corporate social responsibility
create a financial plan
enforce financial policies

What stands in the way is 10 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 30 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 bank manager background worth leading with.

Skill the target role also needs Area

already held advise on investment communication, collaboration and creativity
already held mortgage loans business, administration and law
already held ensure compliance with company regulations assisting and caring
already held offer financial services communication, collaboration and creativity
already held consult credit score information skills
already held business loans business, administration and law

All 30 carried skills, including the 15 the relationship banking manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 26 missing skills fall into 7 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.

Skill to acquire Tier

01 communication, collaboration and creativity 5 required, 4 supplementary

required, not held identify customer's needs required
required, not held maintain relationship with customers required
required, not held prospect new customers required
required, not held apply technical communication skills required
required, not held provide financial product information required

optional, not held inform on interest rates optional
optional, not held advise on credit rating optional
optional, not held communicate with banking professionals optional
optional, not held present reports optional

02 business, administration and law 2 required, 4 supplementary

required, not held customer service required
required, not held financial markets required

optional, not held foreign valuta optional
optional, not held principles of insurance optional
optional, not held relationship marketing optional
optional, not held types of insurance optional

03 information skills 2 required, 4 supplementary

required, not held obtain financial information required
required, not held 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 monitor stock market optional

04 information and communication technologies (icts) 1 required

required, not held core banking software required

05 assisting and caring 2 supplementary

optional, not held apply credit risk policy optional
optional, not held assist in loan applications optional

06 management skills 1 supplementary

optional, not held operate financial instruments optional

1 further area in the appendix

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 30 skills that carry over

Skill Type

already held advise on financial matters skill
already held advise on investment skill
already held consult credit score skill
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 jurisdiction knowledge
already held financial management 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 offer financial services skill
already held strive for company growth skill
already held accounting techniques knowledge
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 build business relationships skill
already held business loans knowledge
already held business management principles knowledge
already held ensure compliance with company regulations skill
already held manage financial risk skill
already held mortgage loans knowledge
already held negotiate with stakeholders skill
already held plan health and safety procedures skill
already held securities knowledge
already held tax legislation knowledge

The 1 learning area not shown above

Skill to acquire Tier

07 social sciences, journalism and information 1 supplementary

optional, not held economics optional

16 supplementary skills, helpful but not required

Skill to acquire 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 advise on credit rating optional
optional, not held apply credit risk policy optional
optional, not held assist in loan applications optional
optional, not held communicate with banking professionals optional
optional, not held conduct financial audits optional
optional, not held economics optional
optional, not held examine credit ratings optional
optional, not held monitor stock market optional
optional, not held operate financial instruments optional
optional, not held present reports optional
optional, not held relationship marketing optional
optional, not held types of insurance optional

27 held skills the relationship banking manager role does not ask for

Skill Type

not needed by the target role abide by business ethical code of conducts skill
not needed by the target role align efforts towards business development skill
not needed by the target role analyse business processes skill
not needed by the target role assume responsibility for the management of a business skill
not needed by the target role banking activities knowledge
not needed by the target role collaborate in company's daily operations skill
not needed by the target role conclude business agreements skill
not needed by the target role contract law knowledge
not needed by the target role control financial resources skill
not needed by the target role ensure lawful business operations skill
not needed by the target role evaluate performance of organisational collaborators skill
not needed by the target role follow the statutory obligations skill
not needed by the target role guarantee customer satisfaction skill
not needed by the target role impart business plans to collaborators skill
not needed by the target role investment analysis knowledge
not needed by the target role make strategic business decisions skill
not needed by the target role manage budgets skill
not needed by the target role manage staff skill
not needed by the target role marketing principles knowledge
not needed by the target role monitor national economy skill
not needed by the target role recruit employees skill
not needed by the target role recruit personnel skill
not needed by the target role report on overall management of a business skill
not needed by the target role safeguard bank reputation skill
not needed by the target role shape corporate culture skill
not needed by the target role synthesise financial information skill
not needed by the target role train employees skill

8 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 acquire Tier

required, not held core banking software required
required, not held customer service required
required, not held financial markets required
optional, not held foreign valuta optional
optional, not held principles of insurance optional
optional, not held economics optional
optional, not held relationship marketing optional
optional, not held types of insurance optional

Index

Other moves recorded from bank manager

Full index of moves from bank manager

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.