Sales Associate - Business Banking

Our client is a dynamic, financial services institution offering a wide range of financial products and services to professionals and entrepreneurs across all sectors.

Job Summary

The Sales Associate – Business Banking is responsible for driving revenue growth by acquiring new business clients and managing relationships with existing clients. The role focuses on identifying customer needs, promoting banking products and services, and achieving sales and profitability targets.

Key Responsibilities

Identify and acquire new business clients within the target market. Promote and sell the bank’s products and services to meet customer needs. Build and maintain strong client relationships to ensure customer retention. Achieve assigned sales and revenue targets. Conduct market research and identify business opportunities.

Prepare and present sales proposals to prospective clients. Ensure compliance with all internal policies and regulatory requirements. Monitor client accounts and provide prompt resolutions to customer issues. Collaborate with internal teams to deliver excellent customer service.

Requirements

Bachelor’s degree in Business Administration, Finance, Marketing, or related field. Minimum of 5 years’ experience in sales, preferably in banking or financial services. Proven track record of meeting or exceeding sales targets. Knowledge of business banking products and services. Relevant professional certification is an added advantage.