Banking Sales Resume Sample

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Mireya Mohr
58057 Ferne Landing,  Houston, TX
+1 (555) 830 5590

Work Experience

Business Banking Sales Manager
10/2017 - PRESENT
Detroit, MI
  • Accountable for accurately capturing and validating clients’ financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
  • Develop and expand the Asian transaction banking business in general, but not limited to Asia, in the Americas including cash management, treasury management, and trade finance products (conventional L/C, Supply Chain Management, Stand-by L/C), as well as FX services
  • Manage relationships with existing clients
  • Establish and execute sales plan to ensure that revenue targets are met
  • Be able to analyze current and potential customers’ banking needs and recommend suitable treasury management solutions
  • Builds, develops, and maintains profitable lending and deposit relationships with new and existing customers. Consults with customers and prospects at their places of business in order to understand their current business practices and identify their financial goals and needs
  • Contributes to the growth of a profitable loan portfolio by originating applications for all types of small business loans. Gathers, analyzes and discusses credit and financial information for determination of credit quality and appropriateness of bank products and services at prospects’ or customers’ places of business
Business Banking Sales & Service Prof
10/2014 - 08/2017
Chicago, IL
  • 2 – 7 years of experience in financial services
  • Proactively develop and manage the new and existing target clients for cross-border and Asian TB opportunities (Cash Management, Trade Finance, and FX)
  • Conduct standalone / joint calling with RMs to provide transaction banking product solutions and technical expertise
  • Ensure the bank’s wallet share is gained / maintained with the client as per account plan
  • Lead, coach and hold all managers and sales colleagues accountable to execute on Business Banking’s sales process
  • Accountable for the successful execution of Citizens Bank’s Business Banking growth strategy - this includes driving revenue and margin growth while keeping a trained eye on talent acquisition and talent development
  • Thorough knowledge and understanding of lending practices and policies, loan documentation and collateral requirements and regulations
  • Monitors staff performance and provides appropriate recognition and feedback
Branch Banking Sales Assistant
05/2012 - 09/2014
Dallas, TX
  • Represents the bank at various civic and community functions to further enhance U.S. Bank’s image and develop additional business opportunities and centers of influence
  • Partners with branch employees developing, communicating, and implementing the sales strategy in order to meet/exceed business objectives, and exchange leads/referrals. Conducts joint outside sales calls with branch employees at prospects’ or customers’ places of business
  • Sales support – Up-sell additional Cash Management Online (CMO) functionality to migrated clients. Sell CMO for Small Business offer to targeted SB clients. Partner with Small Business sales channel to drive incremental sales from branch referrals. Meet weekly sales and service targets
  • Client Experience - Provide an exceptional experience for new and existing clients by identifying their needs through the utilization of CIBC Financial tools. Proactively initiating phone calls with clients to discuss their needs and to offer financial solutions
  • Documentation - Accountable for accurately capturing and validating clients’ financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
  • Supports sales managers in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in AML and KYCs, accurate recording pricing and billing structures and efficient implementation process
  • Assist to organize and coordinate client events and communication to promote and strengthen J.P. Morgan’s franchise


Adelphi University
2007 - 2012
Bachelor's Degree in Related Area

Professional Skills

  • Strong problem solving skills and decision-making techniques
  • Proven self starter that can effectively prioritize and adapt to change
  • Strong interpersonal and communication (verbal and written) skills and telephone etiquette
  • One to three years of experience in relationship banking or other job related experience
  • Strong knowledge of businesses and small business banking products including lending, deposits and investment areas
  • Develops, implements and directs the sales operating system, which includes all sales and customer experience initiatives for the business banking segment
  • Eight to ten years of sales experience in the financial services industry

How to write Banking Sales Resume

Banking Sales role is responsible for basic, modeling, research, reporting, training, credit, finance, retail, development, coaching.
To write great resume for banking sales job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Banking Sales Resume

The section contact information is important in your banking sales resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Banking Sales Resume

The section work experience is an essential part of your banking sales resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous banking sales responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular banking sales position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Banking Sales resume experience can include:

  • Strong sales/outside business development and small business credit/underwriting skills
  • Strong aptitude for effective problem-solving
  • Strong knowledge of federal, state and other banking regulations
  • Experience in a leadership, management position required
  • Proven ability to develop and manage business development teams
  • Interface with various parts of the organisation on aspects relating to the Pricing, Hedging, Legal / Regulatory Aspect etc

Education on a Banking Sales Resume

Make sure to make education a priority on your banking sales resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your banking sales experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Banking Sales Resume

When listing skills on your banking sales resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical banking sales skills:

  • Excellent analyst, problem resolution and communication skills
  • Superior new business development and relationship management skills
  • Experience in administering, maintaining and monitoring ‘well managed’ compliance and audit requirements
  • Experience in banking, to have included 5 or more years in business banking/business development required
  • Competitive pay commensurate with experience
  • Efficiency: A High level of focus on results - finding more effective ways to be efficient

List of Typical Skills For a Banking Sales Resume


Skills For Business Banking Sales Manager Resume

  • Responsible for diagnosing sales performance issues and recommending/implementing remedial action for improved group and individual performance
  • Develop and direct the sales, marketing, and business development plan for Business Banking
  • Responsible for the acquisition and growth of new and/or existing clients through direct marketing and branch delivery model
  • Analyze current and potential customer’ banking needs and to recommend appropriate treasury management solutions
  • Develops the sales direction and processes according to corporate strategy and annual business plans

Skills For Head of Business Banking Sales Resume

  • Creates objectives based on Corporate strategy and business banking segments goals
  • Develop and lead the business banking teams to increase the number of full service relationships in the assigned market area
  • Act as Banking Sales Specialist to support clients with their Cash and Custody needs
  • Paid vacation time, sick time and 10 company paid holidays
  • 401k (with up to 4% match)
  • Manages, coaches and directs the business bankers' sales management process
  • Works with Regional Managers and other Division staff to implement business development and sales initiatives

Skills For Treasury Management & Municipal Banking Sales Manager Resume

  • Provides user requirements for sales skill development activities, in addition to sales change initiatives dealing with new/existing products and corporate sales/customer programs
  • Creates procedures based on objectives established by the Division Executive
  • Establishes milestones for goal attainment
  • Responsible for analyzing and translating bank balance sheet and income statement dynamics to recommend follow up action rooted in basic financial management skills
  • Develop and manage income and expense budget for the teams

Skills For Business Banking Sales & Service Prof Resume

  • Ensure the teams develop and maintain necessary relationships with line of business partners, branch managers and related staff to facilitate a team environment and successful promote product & service delivery
  • Develop and drive strategies to generate business deposits, small business loans, treasury management services, merchant services, and cross sell other banking products and services
  • Support EMEA Banking and Custody Product Head on various aspects relating to Product management. This includes
  • Participate in events, promotions, and community activities in the assigned market area
  • Comply with and ensure staff follows policies, procedures, security requirements, and government laws/regulations

Skills For Manager, Transaction Banking Sales Resume

  • Coach, inspire, develop and lead a team to achieve results
  • Active involvement in local community organizations
  • Demonstrated expert knowledge in deploying a variety of sales development and sales management activities, developing and managing sales and customer programs and initiatives
  • Achieve successful sales and customer behavioral change
  • Give feedback and make recommendations to improve sales, as well as group and individual performance improvement
  • Possesses management presence, with the ability to present business recommendations to executive and senior managers and influence institutional change
  • Health/ Dental /Vision plan

Skills For Branch Banking Sales Assistant Resume

  • Sales - Ability to directly impact the achievement of business sales goals in the retail market leadership team they support by increasing the small business acumen of the team
  • Communication - Excellent communication and interpersonal skills with the ability to do a needs-based assessment to provide the market with the right skill building & coaching of the necessary skill sets
  • Knowledge - Understands the role of Small Business and it's impact on the business
  • Ethical: Adheres to a core set of values. Clearly understands the importance of integrity and honesty
  • Flexibility: Willingness to perform work outside of regular responsibilities to fit the business needs
  • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities

Skills For Small Business Banking Sales Manager Resume

  • Builds an effective internal network within branch distribution and product partners to actively acquire new clients and/or expand existing clients to further enhance the client experience. Demonstrates commitment to quality by delivering the CARES model to customers and service partners
  • Basic understanding of loan underwriting and appropriate business credit structure
  • Thorough knowledge of business banking products and services
  • Review Business Loan declines for overrides and use these to help coach the Business Banking Officers
  • Works with Business Banking Officers on the utilization of Pipedrive or other CRM tool as available

Skills For Senior Business Banking Sales Specialist Resume

  • Basic knowledge of credit administration and credit quality
  • Monitors adherence to credit quality standards and proper sales practices
  • Responsible for market production and P&L growth
  • Product program management
  • Through discovery conversations, identifies and implements client solutions and, as appropriate, collaborates with internal business partners. Effectively executes on contact management strategy through utilization of available tools and resources. Regularly meets with internal business partners to communicate and review business results and pipeline management

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