“Banking Sales Executive Job Description”

Banking Sales Executives are key players in the world of finance, responsible for selling commercial and consumer banking products such as savings accounts, mortgages, and loans. It’s a job that requires exceptional business acumen combined with solid sales skills, and calls for creativity and attention to detail in order to secure and maintain client relationships. If you’re looking to develop your professional network, gain an understanding of the banking industry, or pursue a career in finance, then this may be the right role for you.

Banking Sales Executive Responsibilities:

• Developing and strengthening relationships with existing and potential clients: Meeting regularly with customers to stay abreast of their needs and identify potential opportunities for banking products and services.
• Identifying new business opportunities: Analyzing customer portfolios to understand their potential needs and procure new business.
• Making promotional presentations and attending corporate events: Informing target audiences about the banks’ services and initiatives.
• Staying current with banking policy and regulations: Monitoring the latest industry trends and keeping the team up-to-date.
• Developing and implementing effective sales strategies: Analyzing customer needs and devising strategies to increase product uptake.

Job Brief

• Location: Remote or in-person (depending on location-specific restrictions)
• Job type: Full-time, permanent
• Salary: Competitive salary based on experience and qualifications
• Experience requirements: 5+ years of relevant experience in banking

Responsibilities

• Develop trust-based relationships with customer base.
• Assess customer needs and suggest suitable banking products and services.
• Prepare sales presentations and promotional materials.
• Stay up-to-date with current banking policies, regulations, and trends.
• Gather customer feedback and provide innovative solutions to address their requirements.
• Keep abreast of competitive product offerings available in the market.
• Analyze customer portfolios and develop strategies to increase product uptake.
• Communicate with management team on customer-centric initiatives.
• Stay accountable for achieving sales targets and providing customer satisfaction.
• Organize and attend corporate events to promote the bank’s services.

Download 300+ Ready to use HR templates with superworks

From hiring to retiring, manage whole business with 1 tool

Requirements and Skills

• A degree in finance or a related field.
• 5+ years of proven induction in banking sales.
• Comprehensive understanding of business banking products and services.
• Outstanding verbal and written communication skills.
• Ability to identify customer needs and suggest suitable solutions.
• Excellent organizational, analytical, and problem-solving skills.
• In-depth knowledge of banking regulations and policies.
• Highly organized with the ability to prioritize work and manage time.

Create a lasting impression with our smart & professional job descriptions!

Get your hands on ready-to-use job descriptions for different roles