Retail banking products and needs-based selling
Everyday banking products and how to match them to customer needs fairly: accounts, savings, cards, loans, basic investments and insurance, disclosures.
Also described as
- bank advisor
- needs-based selling
- retail banking
- current account
- savings
- credit card
- personal loan
- mortgage products
- cross-selling
Roles that need it
Where the weights come from
The weight is this skill's share of each role; the weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
Critical for
- Retail Banking AdvisorYour role
- Loan Officer (Retail & SME Lending)Your role