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Sales Executive - Bank Partnerships

Saratoga, CA · On-site +1

Role Overview The Sales Executive - Bank Partnerships is a strategic, quota-carrying role responsible for originating, structuring, and closing new financial institution partnerships. This position ...

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$22.5K

$81.6K

$154.5K

How much do bank sales jobs pay per year?

As of Jun 10, 2026, the average yearly pay for bank sales in the United States is $81,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,000.00 and $96,500.00 per year, depending on experience, location, and employer.

How do Bank Sales professionals typically collaborate with other departments to achieve sales targets?

Bank Sales professionals often work closely with relationship managers, loan officers, and customer service teams to identify new business opportunities and provide tailored solutions to clients. Regular communication with product specialists and marketing teams is also essential for staying updated on the latest offerings and promotions. This collaborative environment ensures that client needs are met efficiently and that sales targets are achieved through a coordinated effort across various departments.

What are the key skills and qualifications needed to thrive as a Bank Sales professional, and why are they important?

To thrive as a Bank Sales professional, you need strong financial knowledge, sales acumen, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM software, banking platforms, and product-specific certifications such as NISM or IRDA can be advantageous. Excellent interpersonal skills, persuasive communication, and customer-centricity help build trust and long-term client relationships. These skills are essential for meeting sales targets, ensuring customer satisfaction, and driving the bank’s growth.

What are bank sales?

Bank sales refer to the activities and strategies used by banks to promote and sell their financial products and services to customers. This can include products like savings accounts, loans, credit cards, mortgages, and investment options. Bank sales professionals work to understand the needs of clients, recommend appropriate financial solutions, and help drive the bank’s revenue growth. They may also engage in relationship management and provide ongoing support to ensure customer satisfaction.

What is the difference between Bank Sales vs Bank Teller?

AspectBank SalesBank Teller
Primary RolePromoting and selling banking products and services to clientsAssisting customers with transactions and account inquiries
Required SkillsSales skills, product knowledge, communicationCustomer service, cash handling, basic banking knowledge
Work EnvironmentOffice, branch sales floor, client meetingsBank branch, teller counter
CertificationsTypically no specific certifications required, but sales experience helpsHigh school diploma or equivalent; cash handling certification often preferred

Bank Sales focuses on actively promoting banking products and increasing sales, requiring strong sales and communication skills. In contrast, Bank Tellers primarily handle routine customer transactions and provide basic banking services. Both roles are essential in banking but serve different functions within the industry.

More about Bank Sales jobs
What cities are hiring for Bank Sales jobs? Cities with the most Bank Sales 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 jobs? States with the most job openings for Bank Sales jobs include:
What job categories do people searching Bank Sales jobs look for? The top searched job categories for Bank Sales jobs are:
Bank Sales jobs near you
Infographic showing various Bank Sales job openings in the United States as of June 2026, with employment types broken down into 79% Full Time, 17% Part Time, and 4% Temporary. Highlights an 95% Physical, 3% Hybrid, and 2% Remote job distribution, with an average salary of $81,617 per year, or $39.2 per hour.
Bank Sales & Service Representative (Universal Banker)

Bank Sales & Service Representative (Universal Banker)

First Citizens Bank

Mission Viejo, CA

$20 - $27/hr

Full-time

Posted 6 days ago

First Citizens Bank rating

7.6

Company rating: 7.6 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

79th of 141 rated banks

Job description

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

The successful candidate will demonstrate:

Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation

Customer Service Skills: Demonstrates professionalism and empathy in customer interactions

Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist

Adaptability: Has the ability to learn and adapt quickly to new information and technology

Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships

Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently


Responsibilities
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Qualifications

High School Diploma or GED and 6 months customer service, cash handling

Preferred Area of Experience: Sales, prior banking 

Skill(s): Financial literacy, Knowledge of retail banking products and services

The base pay for this position is generally between $20.00 to $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

High School Diploma or GED and 6 months customer service, cash handling

Preferred Area of Experience: Sales, prior banking 

Skill(s): Financial literacy, Knowledge of retail banking products and services

The base pay for this position is generally between $20.00 to $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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