Sales Jobs
A Sales professional in the banking industry plays a crucial role in promoting and selling banking products and services to customers. They are responsible for attracting new customers and maintaining relationships with existing ones, providing them with information about various banking products, services, and benefits, and ensuring that their financial needs are met. Their duties also include analyzing and understanding market trends, customer needs, and developing sales strategies accordingly. They may also be responsible for preparing sales reports and meeting set targets.
To excel in this role, they should have excellent communication, negotiation, and customer service skills. An understanding of banking products and services, as well as regulatory guidelines is also essential. They should also be adept at using CRM software and have good analytical skills. A certification from a recognized institution, such as the Certified Professional in Banking Sales (CPBS), can be beneficial. Prior to becoming a Sales in the banking industry, an individual may have roles such as a Customer Service Representative, Bank Teller, or a Financial Services Representative.

- TJocelyne Counseling and Consulting Clinic
- Brockton, MA
- 1 hour ago
- TJocelyne Counseling and Consulting Clinic
- Brockton, MA
- 1 hour ago
We are currently seeking a dedicated and compassionate Client Service Representative to join our team at the community mental health clinic in Brockton, Massachusetts. As a valued member of our...

Client Relations Specialist - Canada - On Site
- VensureHR
- Quebec, QC
- 2 days ago
- VensureHR
- Quebec, QC
- 2 days ago
detailed records of client interactions, and collaborate with internal teams to ensure client satisfaction and retention, all aimed at fostering a mutually successful relationship between clients, the sales...

Client Relations Specialist - EOR - AZ - On Site
- VensureHR
- Chandler, AZ
- 2 days ago
- VensureHR
- Chandler, AZ
- 2 days ago
taking advantage of and utilizing products and services offered Knowledge, Skills, and Abilities Able to efficiently organize work activities to meet daily and weekly deadlines to meet/exceed expected sales...
Client Relations Specialist - North Central - AZ - On Site
- VensureHR
- Chandler, AZ
- 2 days ago
- VensureHR
- Chandler, AZ
- 2 days ago
taking advantage of and utilizing products and services offered Knowledge, Skills, and Abilities Able to efficiently organize work activities to meet daily and weekly deadlines to meet/exceed expected sales...

- Choice Vets Pet Care
- Fairview, PA
- 9 days ago
- Choice Vets Pet Care
- Fairview, PA
- 9 days ago
We are Choice Vets Pet Care and we are in search of our next team member(s) for our growing hospital! Choice Vets Pet Care is a very busy and rapidly expanding veterinary hospital in Fairview, PA...
Join Our Exceptional Team at Portland Veterinary Emergency and Specialty Care (PVESC)! Are you passionate about providing excellent customer service in a dynamic, growing environment? Do you...
Customer Service Representative Fredericksburg, VA Salary: $23.33 per hour / $47,009.95 annually When you grow, GEICO grows. And if youre the kind of person who likes to solve problems and help...
Customer Service Representative Fredericksburg, VA Salary: $23.33 per hour / $47,009.95 annually When you grow, GEICO grows. And if youre the kind of person who likes to solve problems and help...
Client Service Representative - Front Desk/Cancer Center
- Norristown, PA
- 2 days ago
- Norristown, PA
- 2 days ago
Join a hospital where your growth matters! Our state-of-the-art 25,000-square-foot facility is home to 13 specialty departments, offering top-tier medicine and cutting-edge diagnostics. We provide...
Soar with us at Wawa. We believe we can make life a little better every day one smile, hoagie, or experience at a time. And theres one secret ingredient that truly sets Wawa apart: Our Associates....
Customer Service Associate - Bilingual Spanish - Hybrid
- Woodland Hills, CA
- 15 days ago
- Woodland Hills, CA
- 15 days ago
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you...
Located In Old Town Alexandria. We make made to order sandwiches with a high standard for hospitality and guest service in a retro vibe. We are looking for a professional that thrives in an...
National Labor Management Company is seeking experienced Client Services Representative (CSR) to assist City Manager in San Francisco and surrounding area. Full-time schedule, some hours are...
Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs...
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
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Saless offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Sales position
- Inventory Management
- English
- Merchandising
- Scanning
- Purchasing
- Baking
- Quality Improvement
- Quality Control Inspection
- Store Management
- Collaboration
- Food and Beverage Management
- Reading
- Military Background
- Asset Protection
- Claims
- Facility Management
- Store Operations
- Food Service Management
- Forklift
- Friendliness
- Binding
- Dusting
- Reimbursement
- First In, First Out
- Check Cashing
- Long-Term Disability
- Associates
- Retail Banking
- Payment Processing
- Courteous
- Client Services
- Complaint Resolution
- Customer Satisfaction
- Cashier Skills
- Referrals
- Inbound/Outbound Calling
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Telephone Skills
- Reporting
- Filing
- Regulations
- Multitasking
- Policy Development
- Sales
- Problem Solving
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
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