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BLACKBIRD TALENT

Banking Sales Executive

Hartford, CT · On-site

Sales Executive (Banking) Location: New York / New Jersey / Chicago, IL/ Hartford, CT/Boston, MA The Position: Client seeks a motivated, high-energy sales professional to join our fast-paced, high ...

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$22.5K

$74.8K

$154.5K

How much do banking sales jobs pay per year?

As of Jun 9, 2026, the average yearly pay for banking sales in the United States is $74,780.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $114,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in banking sales, and how can they be addressed?

Banking sales professionals often encounter challenges such as meeting ambitious sales targets, navigating regulatory requirements, and building trust with clients in a competitive market. Success in this role requires strong relationship-building skills, adaptability to evolving financial products, and a proactive approach to client needs. Regular training, collaboration with product specialists, and staying updated on industry trends can help address these challenges and support professional growth.

What is the difference between Banking Sales vs Banking Relationship Manager?

AspectBanking SalesBanking Relationship Manager
Primary FocusGenerating new business and selling banking productsManaging and growing existing client relationships
Required CredentialsSales experience, financial knowledge, sometimes certificationsFinancial knowledge, client management skills, certifications often preferred
Work EnvironmentBranch, sales offices, or remoteBranch, client offices, or remote
Employer & Industry UsageCommercial banks, retail bankingCommercial banks, retail banking

Banking Sales primarily focuses on acquiring new clients and selling banking products, while Banking Relationship Managers concentrate on maintaining and expanding relationships with existing clients. Both roles require financial knowledge and customer service skills, but their core responsibilities differ in client engagement and sales approach.

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

To excel in Banking Sales, strong financial product knowledge, sales acumen, and a relevant degree in finance or business are essential. Familiarity with CRM software, banking platforms, and sometimes certifications like Certified Financial Planner (CFP) can be highly beneficial. Outstanding interpersonal skills, persuasive communication, and a customer-focused mindset set top performers apart. These skills ensure the ability to build client trust, meet sales targets, and uphold the institution’s reputation in a competitive market.

What are Banking Sales?

Banking sales refers to the process of promoting and selling financial products and services offered by banks, such as loans, credit cards, savings accounts, and investment products, to individual and business customers. Professionals in this field identify client needs, recommend appropriate banking solutions, and work to build long-term customer relationships. Their responsibilities also include meeting sales targets, providing excellent customer service, and staying informed about the latest financial products and market trends.
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Banking Sales jobs near you
Banking Sales Specialist - Westminster

Banking Sales Specialist - Westminster

First Bank

Westminster, CA

Other

Posted 15 days ago

Job description

Banking Specialist III - Sales Focus

This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch.

What You Will Be Doing
  • Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines.
  • Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center.
  • Working towards achievement of branch and individual sales and referral goals.
  • Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
  • Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own.
  • Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client.
  • (In-Store branches) Should cultivate relationship with retail store associates.
  • Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
  • Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities.
  • Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals.
  • Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required).
  • Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered.
  • Helping commercial and small business clients/prospects with product questions, account support and various other tasks.
  • Assisting with wire transfers and other operational duties, as needed.
  • Helping coach Banking Specialist I and II on products, services, policies and procedures.
  • High School Diploma or Equivalent
  • Previous cash-handling experience preferred
  • Minimum of 24 months of sales and/or banking experience preferred
  • Life License (LB) preferred
  • NMLS registry required
  • Proven sales skills
  • Good analytical skills
  • Developed customer service skills, including written and verbal communication
  • Ability to use a PC and alpha/numeric keyboard
  • Flexible work week schedule, which may include Saturdays

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