Banking Sales Job Description

Banking Sales Job Description

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Banking sales provides proactive corporate banking coverage for portfolio clients including identification of cross sell opportunities including cash management, trading/hedging, investment banking and global markets products and services.

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:

Lead, oversee and direct Commercial Banking’s Recruitment Strategy, including attracting and retaining talent through the creation, development, implementation and sustainment of new processes, tools and measurements
Support the development of best-in-class bankers through the development and sustainment of customized training programs, applicable to all lines of business in Commercial Banking
Expand and sustain Commercial Banking development programs
Foster and grow client relationships with 3rd party channels particularly private banking space
Provide a comprehensive service to Direct Clients of the bank and to ensure the smooth processing of their Mortgage, Deposit, Current Account or Insurance application
Gather required documentation and information for deposit openings and other product sales including treasury management products and new loans
Proactively call customers for customer on-boarding activities including new deposit customers
Manage complex, cross-functional, cross line of businessprograms with regulatory significance
Lead and direct the Sales Force Effectiveness team in the development and execution of key initiatives and strategies
Build strong business relationships by engaing various internal and external stakeholders

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:

Sales and sales strategies
Banking operations
Banking products/services
Current market trends
Deposit
Loan and investment systems
Report generation and information gathering
Regulations
Services
Banking

Desired experience for banking sales includes:

3-5 years of relevant work experience in a Compliance or Operational Risk role
Previous knowledge of RFP (process and procedures) mandatory
Knowledge of CB credit process, treasury products and pricing philosophy
Branch management experience an asset
Mutual funds license (IFIC) mandatory
The jobholder is expected to meet clients and forge strong relations

Banking Sales Examples

1

Banking Sales Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of banking sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking sales
  • 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
Qualifications for banking sales
  • 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
2

Banking Sales Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of banking sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking sales
  • 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
Qualifications for banking sales
  • 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
3

Banking Sales Job Description

Job Description Example
Our growing company is hiring for a banking sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking sales
  • 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
Qualifications for banking sales
  • 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
4

Banking Sales Job Description

Job Description Example
Our company is growing rapidly and is looking for a banking sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking sales
  • 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
Qualifications for banking sales
  • 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
5

Banking Sales Job Description

Job Description Example
Our company is hiring for a banking sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for banking sales
  • 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
Qualifications for banking sales
  • 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

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