Banking Sales Officer (225-811)

A Banking Sales Officer is a key player in the financial industry, responsible for driving the sales of banking products and services. They play a pivotal role in acquiring new clients and managing relationships with existing customers, aiming to achieve the bank's sales targets and expand its market presence. A successful Banking Sales Officer possesses strong communication and interpersonal skills, enabling them to effectively identify customer needs and offer suitable banking solutions. The role requires a proactive approach in calling prospects, conducting customer meetings, and strategizing on customer acquisition plans. This career opportunity provides a comprehensive understanding of banking products, presenting potential for growth and advancement within the financial sector.

Responsibilities

• Identify and target potential customers to grow the bank’s client base.
• Develop and strengthen client relationships through regular meetings and communications.
• Promote and sell the bank’s financial products and services to achieve sales targets.
• Conduct market research to understand customer needs and preferences.
• Follow up on sales leads and referrals from existing clients and network.
• Prepare and deliver sales presentations and proposals to prospective clients.
• Maintain thorough knowledge of banking products, services, and policies.
• Collaborate with cross-functional teams to enhance customer service and satisfaction.
• Ensure compliance with bank policies, procedures, and regulatory requirements.
• Track and report on sales performance and provide feedback to management.
• Participate in training and development programs to improve selling skills.
• Handle customer inquiries and resolve issues promptly and professionally.

Requirements

• Bachelor's degree in finance, business, or a related field is preferred.
• Proven sales experience in the banking or financial services industry.
• Strong knowledge of banking products and services, including loans and accounts.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work independently and as part of a team to achieve goals.
• Proficiency in using banking software and customer relationship management (CRM) tools.
• Demonstrated ability to build and maintain customer relationships.
• Strong analytical and problem-solving skills to identify sales opportunities.
• Goal-oriented with a track record of meeting or exceeding sales targets.
• Flexibility to work in a fast-paced and dynamic banking environment.