Sales Associate

The Sales Associate is responsible for promoting and selling the banks products and services to new and existing clients. This role focuses on achieving sales targets, building strong client relationships, and delivering exceptional customer service to enhance the banks brand and business growth.

Key Responsibilities:

• Acquire new clients and grow relationships with existing clients through targeted prospecting and outreach

• Identify client needs and recommend suitable banking products and services

• Cross-sell and upsell banking solutions such as accounts, loans, cards, and investment products

• Meet or exceed assigned sales targets and performance objectives

• Maintain accurate records of client interactions and transactions in the banks CRM system

• Ensure compliance with bank policies, procedures, and regulatory guidelines during all sales activities

• Prepare proposals, quotes, and presentations for clients as required

• Resolve client inquiries or escalate issues to appropriate teams to ensure client satisfaction

• Participate in marketing initiatives, promotional campaigns, and community events to enhance brand visibility

• Stay updated on market trends, competitor activities, and product knowledge to provide informed guidance to clients

Required Qualifications:

• Bachelors degree in Business, Finance, Marketing, or a related field

• Minimum of 2–3 years of experience in sales, preferably in banking, financial services, or retail

• Strong communication, negotiation, and interpersonal skills

• Customer-focused with the ability to build and maintain relationships

• Results-driven and motivated to achieve sales targets

• Proficiency in Microsoft Office and CRM software

• Knowledge of banking products, services, and regulatory requirements is an asset