Banking Sales Resume

The primary responsibilities of a banking sales executive are advertising bank products, planning strategies to boost business profits, and organizing sales visits to potential customers. The basic duties include promoting insurance policies, advertising loan facilities or pension policies to achieve monthly targets. These professionals play the key point of contact between the customers and a bank by answering their queries, introducing new products and offering advice.

A sales executive needs to interact with customers for a major part of the working hours. An individual wanting to work in this role must have exceptional interpersonal and communication skills. Apart from this, the bank looks for candidates who have excellent ability to build long customer relationships and manage them by giving good service. These professionals are responsible for launching new strategies and implementing them to achieve the monthly sales targets. This profile has a demanding job and an individual aspiring for this role must have a good experience of working in the banking industry. The resume sample below will help you understand the prerequisites for this role as well as make you aware of the responsibilities which needs to be handled in this position.

Sample of Banking Sales Professional Resume

Billy W. Landin
587 Huntington Avenue
Boston, Massachusetts
Phone: 123-784-6934
Email: billywlandin@anymail.com

Career Summary:

Experienced and meticulous professional who provides excellent customer satisfaction and has a proficient record of financial management. Diverse knowledge about various banking products and services. Strong ability to convince customers with superb communication skills. Capable of managing high volume tasks for multiple accounts.

Summary of Skills:

Good understanding of market and various financial products
Excellent communication skills
Comprehensive knowledge about sales and good negotiating skills
Excellent knowledge of operation guidelines and standard banking procedures
Exceptional statistical abilities and managerial skills
Deep knowledge of banking procedures, lending policies and documentation

Work Experience:

Banking Sales Manager
ABC Bank, Boston, Massachusetts
December 2016 – Present

Instrumental in increasing overall customer satisfaction from 12 % to 20% in the first quarter of 2017
Conducting weekly meetings with sales team members and providing appropriate guidance and motivation to achieve target
Monitoring and evaluating sales results as well as initiating steps to boost profit opportunities and productivity levels in the branch
Verifying all transactions and ensuring bank services meet customer requirements
Establishing training programs and conducting monthly performance reviews for banking staff
Consistently achieving sales target and increasing monthly revenue by 10% in spite of challenging market dynamics

Banking Sales Assistant Manager
SouthEnd Bank, Boston, Massachusetts
January 2014 – November 2016

Handled customer queries and gave information about retail products and services
Prepared revised quotations of bank's products to guarantee good profits and sent it to potential customers to maintain healthy relations
Participated in various programs organized by Federal Reserve which covered topics like security issuance policies and capital market securities exchange
Researched market trends and developed new business categories which added to 10% revenue growth for the term 2012 to 2015
Conducted weekly training programs for new recruits and assigned them responsibilities of contacting new customers to advertise banking services and products to increase client base

Junior Sales Executive
True Financial Services, Boston, Massachusetts
August 2012 – December 2013

Prepared monthly, quarterly sales reports and documented discussions of meetings
Presented innovative ideas to revise weekly promotional campaigns and drive new sales
Followed and implemented sales guidelines and maintained standard across departments
Contacted customers on mail or called them to inform about the latest offers and handled online promotional activities for the organization's products
Managed client questions and coordinated with them to identify account requirements
Assisted new customers in filling forms to help them avail benefits of the different services provided

Education:

Master's Degree in Sales and Marketing
ABC University, Boston, Massachusetts
2011

Reference:

On request.