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Banking Sales Resume

Banking sales professional is a sales and marketing executive whose main role is to manage and oversee the business process involved in banking sector. The main job responsibility of a banking sale professional is to advertise and sell banking products and services to customers. He is in charge of developing effective business strategies to improve business of the bank. The type of products and services they deal in vary from bank to bank. Some of the common job responsibilities of a banking sales professional include advertising insurance policies, loan facilities, child education plan, pension policies and many more.

The duties of banking sales executive also demands interacting with customers in person, or via phone or emails. The position requires people with good skills of customer relationship building and management. It is necessary for bank sales professional to have in-depth knowledge of banking services and products.

Resume Sample

Billy White
587 Huntington Ave, Boston
Cell: (123)-222-1902

Career Goal:

Hands on experience in sales and marketing of banking products, with diverse knowledge of banking related services and products. Looking for a responsible position as a bank sales in an organization that offers professional growth and development.

Core Knowledge & Skills:

  • More than three years of professional experience in sales and marketing of banking products and services
  • Comprehensive knowledge of financial markets, banking products and services
  • Knowledge of operation guidelines and standard procedures of banking services
  • Skilled in communicating effectively with excellent customer service and management skills

Work Experience:

Organization: Ture Financial, Boston
Duration: July 2010 till date
Designation: Banking Sales

  • Responsible for promoting Ture Financial products and services to customers
  • Providing information to customers on inquiries regarding banking products and services
  • Opening new accounts, checking account status and maintaining savings account data in the system
  • Providing appropriate information, and guidelines on banking polices and regulations to customers
  • Processing and verifying all kinds of transactions
  • Ensuring that the services of the bank meets customer satisfaction

Organization: ABC Corporation, Boston
Duration: July 2008 to June 2010
Designation: Junior Sales Executive

  • Assigned responsibilities of making calls to customers to advertise banking products and services
  • Assisting customers in filling forms to get the available benefits from the service provided
  • Preparing quotations of products, and sent it to customers
  • Building and maintaining effective relationship with customers
  • Preparing sales report and attending sales meetings

Educational Summary:

Achieved bachelor's Degree in Sales & Marketing
University of Boston in the year 2008


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