Banking Sales Job Description
Banking Sales Duties & Responsibilities
To write an effective banking sales job description, begin by listing detailed duties, responsibilities and expectations. We have included banking sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Banking Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Banking Sales
List any licenses or certifications required by the position: CTP, M9A, M9, PMP, NMLSR, ACT, CCM
Education for Banking Sales
Typically a job would require a certain level of education.
Employers hiring for the banking sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Financial Services, Education, Business, Management, Finance, Military, MBA, Communication, Accounting, Computer Science
Skills for Banking Sales
Desired skills for banking sales include:
Desired experience for banking sales includes:
Banking Sales Examples
Banking Sales Job Description
- Provide inputs and feedback to entire Transaction banking team on client needs and industry trends
- Devise strategic business plan to enhance the product penetration
- Work closely with other teams to cross-sell products across investment strategies
- Act as a key client contact point and maintain a good understanding on the market landscape
- Provide a comprehensive and professional selling, advisory and delivery service to clients
- Assesses business potential of all portfolios, client per client, develop portfolios, initiates new potential deals and mandates on his/her activity perimeter
- Review and distribute pipeline reports
- Support and complete national driven projects at the market level
- Development and planning for market activities (sales meetings, quarterly financial updates, market offsite meetings, ) and celebrations (prospect wins, teambuilding, exceeding goals, etc)
- Serve as the CKC subject matter expert (SME) for the market/team
- Develop state of the art FX education material for all levels and team up with respective team on education seminar
- College degree and min
- Team player and sales nature who can engage Relationship Mangers and clients stakeholders with different styles and cultures
- Undergraduate or College degree
- Sales Associates are required to commit a minimum of 37.5 hours per week
- Excellent relationship building skills along with the ability to influence more senior individuals – SVPs, AVPs and to continually challenge the status quo, setting and encouraging a positive example of change to facilitate the transition to a customer centric sales culture
Banking Sales Job Description
- Support the SSL cadence and the banking roundtables
- Coordinates training delivery to sales, sales management and sales support personnel within Retail Banking
- Engage in self development to maintain and improve knowledge enterprise services, which constantly evolves as new data and analytical tools are added
- Foster and cultivate activities and events with other LOBs and product partners to leverage the power of the firm
- Converting enquiries into sales opportunities and ensuring the highest service level throughout the process
- Providing each client with a personal point of contact and ensure the smooth processing of applications from initial inquiry
- Packaging and submit mortgage/ assurance/ insurance forms to underwriters/ insurers/ assurers
- Negotiating and secure formal loan offer and terms from insurer/ assurer
- Generating fee income from each sale
- Supporting and execution of banker efficiency and effectiveness including but not limited to Sales Process, Contact Strategy, Digital Tools, Banker Skill Set and reporting
- Strong product knowledge and strategic mindset
- The role could be in VP or Director level depends on candidates' experience
- Minimum competency requirements apply to this role
- Develop and maintain long-term relationships in the Aboriginal communities
- A proactive team player who is target driven
- QFA or APA qualified in Loans, Savings and Investments
Banking Sales Job Description
- Supporting incentive, recognition, and reporting improvement work and collaborating with teammates on larger initiatives
- Supporting and execution of Banker Portfolio Management including but not limited to Client Alignment, Relationship Transfers, Client Retention, Tools and Reporting while supporting our Client Relationship Management system
- Attend joint meeting with clients and RM's either in person or via phone focusing on the $5mm-$25mm sales segment
- Act as the advocate in the local market to support and drive the value of Cash Management to existing and new to bank clients
- Lead the cultivation and maintenance of a strong sales pipeline for treasury solutions
- Proactively coordinate and identify new prospects and calling plans by partnering with Relationship Managers and effectively evaluating client portfolios
- Provide timely updates to Relationship Managers on product enhancements, projects, and issues
- Update CRM system regularly but no less than once a week prior to the weekly forecasting activity
- Monitor the implementation pipeline on a weekly basis to ensure opportunities are on track through set up and training and escalate any delays seen to bring the process back on track to insure an exemplary customer experience
- Responsibilities to include in person and phone activities with Regional Managers & their teams to prepare them to source, pre-plan, and conduct appointments with prospective and existing Small Business customers
- The ability work effectively in a fast paced environment
- Minimum of APA qualified in Loans, Savings and Investments
- Proven ability to build partnerships
- Proven ability to build client driven environment
- Proven client credibility
- Completion of the Canadian Securities Course and CFA designation/enrolment would be an asset
Banking Sales Job Description
- Assisting the client executives in understanding the backlog and developing roadmaps to budget form revenue files
- Update sales connect in team with the client executives and the colleagues from the brands
- Support with opportunity identification actions and win path sessions
- Supporting the client executives with ad hoc request from senior management
- Establishes the sales objectives by forecasting and developing annual sales quotas for regions and territories
- Implements enabling technologies, including CRM, to sales teams
- Lead people through change
- Individual bidding coordination and participation in contract negotiations
- Achieve sales and growth targets for the specific products/accounts under his/her responsibility
- Design, manage and execute sales campaigns/projects to generate leads and accelerate sales growth
- A minimum of 18 months previous financial services or contact centre experience
- Minimum of 3-5 years in a sales environment
- Strong PC skills with the ability and drive to learn new applications
- Possess strong organizational, analytical, problem solving and time management skills
- Superior communication skills – telephone, written and oral
- Familiarity with CIF, FIS, Saleforce, Excel, Word, Powerpoint and Bloomberg
Banking Sales Job Description
- Assist the client to gain greater efficiencies in their cash flow cycle
- Provide training support to assist the RM1 team they support improve their understanding of Treasury products and solutions to ensure we are recommending the best products to serve the customers needs, which will vary based on the teams skill set, level of understanding and turnover among the RM teams the TSS1 supports
- Maintaining strong pipeline to ensure sales goals will be achieved
- Ensure sales process is being followed, including timely updating of pipeline and calling activity within the bank’s CRM system on a regular basis and no less than a weekly basis prior to providing forecasting updates, pro-formas, RFP’s and quality, professional client presentations
- Monitor implementations on a weekly basis to insure they are on track within the implementation process through set up and training and inquire on any opportunities that appear off track or delayed for any reason
- Serve as the relationship executive responsible for sales and revenue for large financial institutions in Toronto
- Develop and execute effective strategic account management plans
- Building trusted relationships with Customers including Sourcing/Procurement teams
- Create appropriate Order Documents for each period
- Negotiate with clients as appropriate terms and conditions, pricing and risk
- Travel within Canada will be required
- Fluency in other languages is an asset
- A minimum of 18 months previous financial services sales experience
- Have up to 2 years' experience within a similar environment
- QFA qualified or minimum APA Loans or Savings and Investmentsand committed to further continuous development
- At least 1 year of experience in sales or sales process development