bank sales and service manager

Emirates Islamic

<div><p><b>Job Responsibility:
</b></p><ul><li>Set payroll accounts, personal finance &amp; credit card targets for the sales teams and monitor their achievement to ensure that sales targets for the assigned business are met.Assist in identifying and converting trade opportunities with SME and Corporate clients.
</li><li>Achieve Cross selling targets of non assigned products and services to contribute to the revenues and market presence.
</li><li>Develop new markets and customers within the assigned territory to enhance to enhance sales volumes.
</li><li>Create and build product awareness amongst the team members through mailers, events, kiosk etc. to prospect business.
</li><li>Manage key accounts to ensure superior service and customer loyalty
</li><li>Supervise sales team by tracking their performance and make recommendations for improving their competence and productivity.
</li></ul><p><b>Job Skills &amp; Qualifications:
</b></p><ul><li>Bachelor&rsquo;s degree in finance, Business or related field
</li><li>2 -3 years of experience in similar role
</li></ul><p><b>What we offer you:
</b></p><ul><li>Competitive salary package
</li><li>Strong emphasis on work-life balance and wellbeing across the bank
</li><li>World-class Learning &amp; Development platform and career development
</li><li>Generous annual leave entitlement and Private Healthcare
</li><li>Preferential banking facilities for employees</li></ul></div>

Sales Manager - Employee Banking

<div><p>Priority Banking manages affluent customer relationships and provides the full range of products and services to meet their financial needs. The division focuses on acquiring, onboarding, and growing customers with Priority Banking eligibility.
</p><p><b>Job Purpose
</b></p><p>The role is accountable for designing, executing, and overseeing strategies to acquire new Priority Banking customers through all direct and indirect channels, leveraging the full range of resources available within the bank. The position ensures that new clients are properly onboarded and receive a seamless customer experience through strong collaboration with Customer Service teams.
</p><p>The job holder also supports the Head of Retail Liabilities Team, in identifying and evaluating high-impact growth opportunities and driving business expansion with NTB accounts. Additionally, the role develops and implements action plans to maximize business opportunities and contribute to revenue growth and the achievement of key performance indicators.<br>
<br>
</p><p><b>Education &amp; Skills
</b></p><p>Leadership qualities, sales orientation, public relation, people management, knowledge of market, competition, communication &amp; interactive Skills
</p><p>2 years, Graduate
</p><p><b>What We Offer
</b></p><ul><li>Competitive salary package
</li><li>Market-leading incentives
</li><li>Strong emphasis on work-life balance and wellbeing across the bank
</li><li>World-class Learning &amp; Development platform and career development
</li><li>Generous annual leave entitlement and Private Healthcare
</li><li>Preferential banking facilities for employees</li></ul></div><p></p>

Sales Manager - Priority Banking Acquisition

Santander Consumer Bank

<div>Sales &amp; Service Banker, Orleans, MA<p></p>
Country: United States of America<p></p><p><b>
Your Journey Starts Here:</b></p><p>
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.</p><p></p><p>
An exciting journey awaits, if you are interested in exploring the possibilities <b>We Want to Talk to You!</b></p><p></p><b>
The Difference You Make:</b><br>
The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank.<br>
<ul><li>
Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.</li><li>
Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
</li><li>Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.</li><li>
Collaborate with team members and partners to achieve branch goals and drive overall performance.</li><li>
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.</li><li>
Foster customer loyalty by addressing concerns and providing timely resolutions.</li><li>
Engage customers with digital platforms to enhance customer interactions and educate them on self-service options.</li><li>
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.</li><li>
Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.</li><li>
Handle cash and maintain accurate cash drawer balances.</li><li>
Assist with custodianship, audits, and other operational tasks.</li><li>
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.</li><li>
Time allocated to each core responsibility may vary depending on the branch needs.</li><li>
Responsibilities may extend to supporting nearby branch locations based on business necessity.</li></ul><p><b><br>
What You Bring:</b><br>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><ul><li>
High school diploma, GED or equivalent education: - Required.</li><li>
Bachelor&rsquo;s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.</li></ul><ul><li>
12+ Months Experience selling products and/or services - Required. (OR)</li><li>
6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)</li><li>
6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)</li><li>
6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND)</li><li>
6+ Months Cash handling experience - Required.</li></ul><ul><li>
Established relationship-building skills with a focus on customer experience and loyalty.</li><li>
Excellent customer service skills and a passion for helping others.</li><li>
Ability to learn and apply sales techniques to recommend products and services that meet customer needs.</li><li>
Experience in cross-selling products and services.</li><li>
Ability to work collaboratively in a team-oriented environment.</li><li>
Excellent communication, consultative and influence skills both verbal and written.</li><li>
Ability to display a credible, trustworthy, and professional image at all times.</li><li>
Proficient in using digital tools and technology to enhance customer engagement.</li><li>
Ability to follow directions, policies, and procedures.</li><li>
Ability to identify and escalate concerns of risk to appropriate channels.</li><li>
Understands the necessity and value of accuracy and attention to detail.</li><li>
Ability to work in a fast-paced environment and manage multiple priorities.</li><li>
Computer proficiency and basic math skills.</li><li>
Ability to work branch hours, which can include weekends and evenings.</li></ul><p><b><br>
Certifications:</b></p><ul><li>
No Certifications listed for this job.</li></ul><p><b><br>
It Would Be Nice For You To Have:</b></p><ul><li>
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</li><li>
Experience in Microsoft Office products.</li></ul><p></p><p><b>
What Else You Need To Know</b><b>:</b></p><p>
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.</p><p></p><div><div><div><div><div><div><div><h2 class="jobSectionHeader"><b>
Base Pay Range</b></h2></div></div></div></div></div></div></div><div><div><div><div><div><div><div><p>
Minimum:</p></div></div></div></div></div></div></div>
$34,500.00 USD<div><div><div><div><div><div><div><p>
Maximum:</p></div></div></div></div></div></div></div>
$53,000.00 USD<p></p><p><b>
Link to Santander Benefits:</b></p><p><b>
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)</b></p><p></p><p><b>
Risk Culture:</b></p><p>
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.</p><p></p><p><b>
EEO Statement:
</b></p><p>At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.<br>
<br>
<b>Working Conditions</b>:</p><p>
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.<br>
<br>
<b>Employer Rights:</b></p><p>
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.</p><p></p><p><b>
What</b><b> To Do Next</b><b>:</b></p><p>
If this sounds like a role you are interested in, then please apply.</p><p></p><p>
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.</p><p><b><br>
Primary Location: </b>Orleans, MA, Orleans</p><p><b><br>
Other Locations: </b>Massachusetts-Orleans</p><p><b><br>
Organization: </b>Santander Bank N.A.</p></div>

Sales & Service Banker, Orleans, MA

Oaktree Capital Management

<div></div><div><div>The Manager position in Bank Debt Settlements is responsible for the settlement of bank loan trades across multiple investment strategies including working with internal and external stakeholders to facilitate the full settlements cycle, escalation of trade discrepancies, CLO cash management, corporate action resolution, and aged settlement escalation.</div><div>
scope and responsibilities</div><div></div><ul><li>
Ensure bank loan trades and transfers are settled expeditiously by working closely with agents and counterparties including following up and escalating with parties routinely to complete all settlement requirements.</li><li>
Review and sign all trade related workflows in ClearPar &ndash; from confirmation and assignment to funding</li><li>
Review exceptions such as unallocated trades, mismatched trades due to trade differences (quantity, price, identifier, etc.), and address complex pop-up questions</li><li>
Forecast settlement timing based on the status of each trade and agent and counterparty track records.</li><li>
Coordinate with Corporate Actions team and trade counterparties on amendment processing and other corporate action events</li><li>
Ensure trade related cash requirements are communicated accurately to Cash Management, Accounting, and Front office teams to ensure cash availability for trade settlements</li><li>
Minimize forfeited delayed compensation</li><li>
Research and resolve trade-related reconciliation breaks and understand and record root causes.</li></ul><div></div><div>
Experience Required</div><div></div><ul><li>
5+ years working in the bank loan sector</li><li>
Solid understanding of the LSTA and LMA Primary and Secondary standard terms and conditions including delayed compensation requirements for both lenders and agent banks</li><li>
Experience with the CLO warehousing process, lead times, blackout procedures, and CLO cash management</li><li>
Track record in leading or participating in process improvement initiatives</li><li>
Proficiency in using ClearPar</li><li>
Experience using Geneva and AllVue Everest or other Order Management Systems</li><li>
Distressed loan closing experience a plus</li></ul><div></div><div>
personal attributes</div><div></div><ul><li>
Must have outstanding initiative and be a self-starter</li><li>
Demonstrate non-linear thinking and have excellent written, verbal and interpersonal communication skills</li><li>
Ability to prioritize and manage multiple competing tasks</li><li>
Collaborative, team-oriented individual with strong sense of integrity and professionalism</li></ul><div></div><div>
Education</div><div></div><div>
A bachelor&rsquo;s degree is required.</div><div></div><div><i>
Oaktree Capital Management, L.P. is an equal opportunity employer</i></div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div></div>

Manager - Bank Debt Settlements

<div></div><div><div>The Manager position for Bank Debt Servicing is responsible for timely and accurate processing of all post-settlement bank debt activity and ensuring all loan attributes are accurately reflected in Oaktree systems. This includes working with Agent Banks, Custodians, and Third-Party Administrators to resolve any cash or position differences.</div><div></div><div>
Scope and Responsibilities</div><div></div><ul><li>
Monitor bank loan events and ensure activity is processed accurately and timely across multiple accounts, funds, and special purpose vehicles</li><li>
Monitor data feeds and resolve exceptions to ensure activity is reflected accurately by end of day.</li><li>
Process drawdown requests, including validating amounts across lenders, obtaining approvals, and coordinating payment.</li><li>
Work with the Bank Debt settlement team to ensure events taking place between trade and settlement are accounted for and properly attributed to the settlement of trades.</li><li>
Work with the Corporate Actions team to ensure events are captured and processed timely and accurately.</li><li>
Work with Agents, Custodians, and other parties to effectively research and resolve reported cash, position, and loan attribute differences.</li></ul><div></div><div>
Experience Required</div><div></div><ul><li>
8+ years relevant operations experience; specific expertise and knowledge of syndicated and private loans.</li><li>
Interacting with front office personnel, accounting teams, agents, and custodian banks.</li><li>
Using industry utilities and software platforms such as Wall Street Office, ClearPar, and SS&amp;C Loans</li><li>
Comprehensive knowledge of agent notices including activity types and formats.</li><li>
Knowledge and understanding of Advent&rsquo;s Geneva Accounting system</li></ul><div></div><div>
Personal Attributes</div><div></div><ul><li>
Excellent interpersonal, verbal and written communication skills.</li><li>
Strong initiative and a self-starter with a proven ability to work under minimal supervision.</li><li>
Strong quantitative and analytical skills.</li><li>
Ability to multi-task and work well under pressure.</li><li>
Collaborative, team-oriented individual with strong sense of integrity and professionalism</li></ul><div></div><div>
Education</div><div></div><div>
A Bachelor&rsquo;s degree is required.</div><div></div><div><i>
Oaktree Capital Management, L.P. is an equal opportunity employer</i></div><div></div><div>
Equal Opportunity Employment Policy</div><div></div><div>
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.</div><div></div><div>
For positions based in Los Angeles</div><div></div><div>
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div></div>

Manager - Bank Debt Servicing

Altiora Capital Soultion Pvt. Ltd (paisaonclick)

<p>J<b>ob Title: Relationship Manager (Banking &amp; Sales)</b></p><p><b>Location: Kochi (Onsite)</b></p><p><b>Company: PaisaOnClick (Altiora Capital Solutions Pvt. Ltd.)</b></p><p><b>Employment Type: Full-Time</b></p><p><b>Company Description</b></p><p>PaisaOnClick is dedicated to building a customer-first lending marketplace that simplifies loan processing and enhances access to capital. We prioritize security, efficiency, and proactive solutions to address challenges in the lending process. Our team is committed to delivering consistent and outcome-oriented financial services that benefit both lenders and borrowers.</p><p><b>Role Description</b></p><p>This is a full-time, on-site role located in Kochi for a <b>Relationship Manager</b>. The Relationship Manager will be responsible for building and maintaining strong client relationships, understanding and addressing client needs, and ensuring a seamless customer experience throughout the loan processing journey. Additional duties include promoting lending solutions, providing financial guidance, and collaborating with internal teams to meet customer goals effectively.</p><p><b>Key Responsibilities</b></p><ul><li>Build and maintain strong customer relationships</li><li>Handle customer queries, follow-ups, and issue resolution</li><li>Source new customers through field visits and calls</li><li>Achieve monthly business and sales targets</li><li>Collect, verify, and submit customer documents</li><li>Coordinate with internal teams for loan processing and approvals</li><li>Maintain daily reports and update CRM/trackers</li></ul><p><b>Skills Required</b></p><ul><li>Good communication and interpersonal skills</li><li>Customer handling ability</li><li>Basic computer knowledge</li></ul><p><b>Qualifications</b></p><ul><li>Any Degree</li></ul><p><b>Salary</b></p><ul><li>Up to &#8377;2.4 LPA</li><li>Performance-based incentives available</li></ul><p><b>Benefits</b></p><ul><li>Attractive incentive structure</li><li>Career development and growth opportunities</li><li>Training and continuous support</li></ul><p><b>To Apply:</b></p><p>Send your resume to <b>hr@paisaonclick.com</b></p><p>Job Types: Full-time, Permanent, Fresher</p><p>Pay: &#8377;18,000.00 - &#8377;20,000.00 per month</p><p>Benefits:</p><ul><li>Cell phone reimbursement</li></ul><p>Work Location: In person</p>

RM ( Banking & Sales )

Talentrise Technokrate pvt ltd

<p><b>Process Name: Banking Sales</b></p><p><b>Location:</b> Thane &amp; Juinagar</p><p>( Pick &amp; Drop from Thane Station available for Thane location)</p><p>Shift Timing: 10:00 AM &ndash; 7:00 PM</p><p><b>Requirement: </b>Excellent Communication Skills</p><p><b>Qualification:</b> Graduate (Any Stream)</p><p>Week off Total 6 Week off in A month</p><p><b>Salary Details:</b></p><p>GRADUATION Fresher: &#8377;18,000 (In-Hand)</p><p>Experience (1&ndash;2 Years): &#8377;20,000 &ndash; &#8377;25,000 (In-Hand)</p><p>Job Types: Full-time, Permanent</p><p>Pay: &#8377;18,000.00 - &#8377;25,000.00 per month</p><p>Work Location: In person</p>

Banking Sales

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