Attend assigned Commercial Lending Bank Team's monthly meetings. * Follow-up on all Sales calls. * Work with Commercial Loan Relationship Managers in identifying cash management/treasury solutions ...
Attend assigned Commercial Lending Bank Team's monthly meetings. * Follow-up on all Sales calls. * Work with Commercial Loan Relationship Managers in identifying cash management/treasury solutions ...
Attend assigned Commercial Lending Bank Team's monthly meetings. * Follow-up on all Sales calls. * Work with Commercial Loan Relationship Managers in identifying cash management/treasury solutions ...
Attend assigned Commercial Lending Bank Team's monthly meetings. * Follow-up on all Sales calls. * Work with Commercial Loan Relationship Managers in identifying cash management/treasury solutions ...
Treasury Solutions Officer
Phoenix, AZ · On-site
Attend assigned Commercial Bank Team's monthly meetings. * Follow-up on all Sales calls. * Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both ...
Treasury Solutions Officer
Phoenix, AZ · On-site
Attend assigned Commercial Bank Team's monthly meetings. * Follow-up on all Sales calls. * Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both ...
Attend assigned Commercial Bank Team's monthly meetings. * Follow-up on all Sales calls. * Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both ...
Attend assigned Commercial Bank Team's monthly meetings. * Follow-up on all Sales calls. * Work with Relationship Managers in identifying cash management/treasury solutions opportunities with both ...
Conduct thorough effective pre-call planning, One Bank Consultative Sales approach and prompt post ... Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central Credit ...
Conduct thorough effective pre-call planning, One Bank Consultative Sales approach and prompt post ... Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central Credit ...
Bank Sales & Service Representative (Universal Banker)
Mission Viejo, CA · On-site
$20 - $27/hr
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
Bank Sales & Service Representative (Universal Banker)
Mission Viejo, CA · On-site
$20 - $27/hr
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
Bank Sales & Service Representative (Universal Banker)
Glendale, CA · On-site
$20 - $28/hr
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
Bank Sales & Service Representative (Universal Banker)
Glendale, CA · On-site
$20 - $28/hr
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
Bank Sales & Service Representative (Universal Banker)
Glendale, CA · On-site
$20 - $28/hr
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
Bank Sales & Service Representative (Universal Banker)
Glendale, CA · On-site
$20 - $28/hr
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
Bank Sales & Service Representative (Universal Banker)
Palo Alto, CA · On-site
$20 - $28/hr
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
Bank Sales & Service Representative (Universal Banker)
Palo Alto, CA · On-site
$20 - $28/hr
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
... bank capabilities, tools, and resources, and supports the sales efforts of a branch team by ... Perform general office management duties as assigned to ensure operational efficiency. Associates ...
Bank Sales Manager information
See salary details
$27.5K - $38K
18% of jobs
$44.1K is the 25th percentile. Wages below this are outliers.
$38K - $48.4K
12% of jobs
$48.4K - $58.9K
13% of jobs
The median wage is $65.5K / yr.
$58.9K - $69.3K
12% of jobs
$69.3K - $79.8K
12% of jobs
$89.6K is the 75th percentile. Wages above this are outliers.
$79.8K - $90.2K
10% of jobs
$90.2K - $100.7K
9% of jobs
$100.7K - $111.1K
5% of jobs
$111.1K - $121.6K
5% of jobs
$121.6K - $132K
3% of jobs
$132K - $142.5K
2% of jobs
$27.5K
$75.8K
$142.5K
How much do bank sales manager jobs pay per year?
As of Jul 1, 2026, the average yearly pay for bank sales manager in the United States is $75,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $96,500.00 per year, depending on experience, location, and employer.
What are some common challenges a Bank Sales Manager faces when leading a team to achieve sales targets?
A Bank Sales Manager often encounters challenges such as motivating a diverse sales team, adapting to changing financial products, and meeting ambitious targets in a competitive market. Balancing individual and team goals while ensuring compliance with banking regulations can be demanding. Additionally, they must continuously provide coaching and support to team members, handle customer escalations, and analyze performance data to refine strategies for better results.
What are the key skills and qualifications needed to thrive as a Bank Sales Manager, and why are they important?
To thrive as a Bank Sales Manager, you need strong financial knowledge, sales acumen, leadership experience, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM software, financial products, and relevant banking certifications such as Series 6/7 or CFP is often required. Exceptional communication, team-building, and customer relationship skills help drive sales and motivate staff. These competencies ensure effective sales strategies, regulatory compliance, and sustained business growth in a competitive banking environment.
What does a Bank Sales Manager do?
A Bank Sales Manager oversees a team of sales professionals within a bank, focusing on achieving sales targets for financial products like loans, credit cards, and investment services. They develop sales strategies, train staff, monitor performance, and ensure compliance with banking regulations. In addition, they build and maintain client relationships to drive business growth and ensure customer satisfaction. Their role is critical in expanding the bank's customer base and increasing revenue.
What is the difference between Bank Sales Manager vs Bank Relationship Manager?
| Aspect | Bank Sales Manager | Bank Relationship Manager |
|---|---|---|
| Primary Focus | Driving sales, acquiring new clients, meeting sales targets | Managing client relationships, providing personalized banking solutions |
| Work Environment | Sales teams, branch or corporate offices | Client offices, branches, or via client meetings |
| Required Credentials | Typically a bachelor's degree, sales experience, certifications like Certified Financial Services Counselor (CFSC) optional | Similar credentials, often with financial or banking certifications |
| Industry Usage | Commonly used in retail and corporate banking sectors | Used across retail banking, private banking, and wealth management |
The main difference between a Bank Sales Manager and a Bank Relationship Manager lies in their focus. The Bank Sales Manager concentrates on sales targets and client acquisition, while the Bank Relationship Manager emphasizes maintaining and growing existing client relationships. Both roles require similar credentials and are vital in banking, but they serve different functions within the bank's operations.
What cities are hiring for Bank Sales Manager jobs? Cities with the most Bank Sales Manager job openings:
What are the most commonly searched types of Bank Sales jobs? The most popular types of Bank Sales jobs are:
What states have the most Bank Sales Manager jobs? States with the most job openings for Bank Sales Manager jobs include:
Key responsibilities
Consult with business clients, Homeowners Associations, and Property Management Companies to deliver tailored treasury solutions and services.
Analyze account activity and balances, generate and present proposals, and manage the closing of sales for cash management/treasury solutions products.
Manage the implementation process of treasury solutions products and ensure client satisfaction throughout the client relationship.
Valley Bank rating
7.5
Based on 18 frontline employees who took The Breakroom Quiz
89th of 144 rated banks
Job description
Responsibilities include but are not limited to:
Required Skills:
Required Experience:
- Work as a trusted advisor with all business clients, Homeowners Associations and Property Management Companies to deliver a tailored suite of services.
- Demonstrate ability to assess client needs, possess strong advisory skills, and ability to identify solutions to meet client needs. Communicate client needs to support partners as appropriate.
- Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise necessary to deliver the best possible solution to the client.
- Network in the related field to aquire new customers and make introductions to lending teams.
- Ensure client satisfaction by understanding needs of all business clients, Homeowners Association and Property Management Company's needs and being their advocate at the bank.
- Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services.
- Assist management in the development of new products and services, marketing materials, and the establishment of sales objectives.
- Analyze account activity and balances for proposals, generate proposals, present to business clients, HOA Board and Property Management Company, and closes sale.
- Determine what product sets and features best suit the client/prospect requirements using consultative selling techniques.
- Obtain the required service agreements for requested product sets and account documentation.
- Manage the implementation process along with Cash Management/Treasury Solutions Operations.
- Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships.
- Traveling: visiting clients and/or prospects 60% of the time
- Attend assigned District Sales Manager meetings on at least a monthly basis.
- Follow-up on all Sales calls.
- Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base.
- Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship.
- Attend assigned Commercial Lending Bank Team's monthly meetings.
- Follow-up on all Sales calls.
- Work with Commercial Loan Relationship Managers in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base
- Maintain up-to-date knowledge of competitor's products and pricing in the market.
- Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other.
- Attend various conferences, conventions, educational and networking events.
- Become an active member in CAI or similar HOA/PMC Organizations.
- Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.
Required Skills:
- Must have the skill to review and analyze bank statements and apply the results to specific product sets.
- Excellent communication, presentation with a trusted advisor approach, interpersonal and organizational skills.
- Proficient knowledge of Excel - PowerPoint for proposal generation.
- Broad and deep familiarity with US treasury management products, services and trends.
- Sales and service abilities; Ability to assess client needs and provide solutions.
- Thorough knowledge of all of the various Cash Management product sets and their applications, as well as knowledge of regulatory requirements.
Required Experience:
- High School diploma or GED and a minimum of 5 years' experience in Treasury Solutions Sales.
- Valid Driver's License.
- Bachelor's Degree in a business-related field (Business, Accounting, Finance, etc) with a minimum of 5 years' experience in Treasury Solutions Sales preferred.
- AAFP certification preferred.
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