Banking sales officer job description

Position: Banking Sales Officer

Overview:

A Banking Sales Officer is a professional responsible for selling financial products and services to customers and businesses. They are knowledgeable in a wide range of banking products, such as savings and investments, mortgages, home loans, investment funds, insurance products, and credit cards. A Banking Sales Officer's role is to actively look for opportunities to sell banking products and services, convince customers and businesses to avail them, and ensure customer satisfaction.

Responsibilities:

Develop and implement sales strategies to achieve maximum revenue growth and meet set sales targets.
Analyze customer's purchase habits, preferences, and financial requirements to propose tailored solutions.
Promote a bank's products and services to new and existing customers.
Explain the features and benefits of services to customers.
Maintain regular contact with customers for customer satisfaction and collect feedback.
Identify areas for improvement in customer service and suggest new ideas and solutions.
Educate customers about different types of banking products and services.
Review financial statements, tax returns, and credit history to provide personalized services.
Maintain records of customer details, transactions, and complaints and follow up with customers post-sales.

Skills Required:

Up-to-date knowledge of the banking industry, product and services, customer service, credit analysis, and federal banking laws.
Strong communication and relationship building skills in both verbal and written form.
Ability to work independently and within teams to meet customer needs.
Ability to provide analytical solutions to customer concerns.
Strong organizational skills to prioritize tasks and meet set deadlines.
Proficiency in Microsoft Office Suite applications, CRM System, Database Applications, Loan Origination Software, and Core Banking Software.

Qualifications:

Bachelor's degree in Business Administration, Finance, or relevant field.
Previous experience in sales or customer service roles is preferred.
Strong understanding of banking products and services.
Ability to build and maintain strong relationships with customers.

Benefits:

Competitive salary and commission structure.
Comprehensive benefits package including health insurance and retirement plans.
Opportunities for career growth and development.
Exposure to the latest banking technologies and digital environment.

How to Apply:

To apply for the position of Banking Sales Officer, please submit your resume, cover letter, and any other relevant documents to [Company Email Address]. We appreciate all applicants, but only selected candidates will be contacted for an interview.

Note: The information provided above is intended to describe the general nature of the work and may be subject to change or modification as necessary.

BANKING SALES OFFICER JOB DESCRIPTION - BIZCRM APP