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Banking Sales Jobs (NOW HIRING)

Mortgage Banking Sales Assistant Business Unit: Mortgage Administration Reports To: Varies by Assignment Position Overview: This position is primarily responsible for assisting the Mortgage Loan ...

... banking relationships - Generate new business through cold calling, networking, and referrals - Expand and strengthen existing member relationships - Attend community events and networking functions ...

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Banking Sales information

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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.
More about Banking Sales jobs
What cities are hiring for Banking Sales jobs? Cities with the most Banking Sales job openings:
What states have the most Banking Sales jobs? States with the most job openings for Banking Sales jobs include:

Mortgage Banking Sales Assistant

Fnbcorp

Berwyn, PA

Full-time

Posted 16 days ago


Job description

Primary Office Location:1205 Westlake Dr Suite 260. Berwyn, Pennsylvania. 19312.Join our team. Make a difference - for us and for your future.

Position Title: Mortgage Banking Sales Assistant
Business Unit: Mortgage Administration
Reports To: Varies by Assignment
Position Overview:
This position is primarily responsible for assisting the Mortgage Loan Consultants in daily operations including data entry, communicating with borrowers and referral sources, loan processing, pipeline management, marketing and month-end production reporting.
Primary Responsibilities:
Oversees loan file progress from application through closing by working with the operations and support staff.


Gathers and organizes required residential mortgage documentation so documentation can be included in the Loan Origination System.


Communicates with customers about loan file progress and updates and provides general customer service.


Works with the Mortgage Loan Originators and Marketing to assist with the implementation of business development activities and plans.


Assists with loan applications by entering the applications into the Loan Origination System in a timely manner.


Performs other related duties and projects as assigned.


All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
High School or GED
Minimum Years Experience:
1
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in an operations processing position
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A


Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.