banking sales associate

Versona

Job Summary We are seeking an energetic and motivated Sales Associate to join our dynamic team! In this role, you will be the friendly face that welcomes customers, provides expert guidance on our products and services, and ensures a seamless shopping experience. Your enthusiasm and customer-focused attitude will drive sales growth, foster loyalty, and contribute to a vibrant store environment. This position offers an exciting opportunity to develop your sales skills within a fast-paced retail setting while supporting customers with their financial needs.Duties<ul><li>Greet customers warmly and assist them in selecting products or services that meet their needs</li><li>Engage customers through active listening, understanding their preferences, and offering tailored solutions</li><li>Process transactions accurately using cash handling, cashiering, and cash management procedures</li><li>Support banking-related functions such as basic loan processing, deposits, withdrawals, and account inquiries</li><li>Maintain up-to-date knowledge of retail products, financial services, and promotional offers to inform customer choices</li><li>Handle retail math calculations confidently for pricing, discounts, and cash register balancing</li><li>Utilize financial software systems for transaction processing and record keeping</li><li>Ensure compliance with cash handling policies and perform regular cash reconciliation at shift end</li></ul>Qualifications<ul><li>Proven experience in retail sales or customer service roles, preferably within banking or financial services environments</li><li>Strong understanding of basic math skills including retail math and 10-key typing proficiency</li><li>Excellent communication skills with a friendly and professional demeanor</li><li>Ability to handle cash accurately and perform cash management tasks efficiently</li><li>Familiarity with financial software applications is a plus</li><li>Demonstrated ability to process loans or financial transactions is advantageous</li><li>Ability to work flexible hours in a fast-paced environment while maintaining attention to detail</li></ul>Join us as a Sales Associate and become an integral part of a team dedicated to delivering exceptional service! We value energetic individuals who thrive on helping others achieve their goals while growing their own careers. This paid position offers the chance to develop vital skills in sales, banking operations, and customer engagement&mdash;all within a supportive environment committed to your success.Benefits:<ul><li>Employee discount</li><li>Flexible schedule</li></ul>Work Location: In person

Sales Associate

carnova

Overview Join our dynamic team as a Bilingual Sales Associate and become a vital part of delivering exceptional customer experiences! In this energetic role, you will leverage your bilingual skills to connect with diverse customers, assist them with their financial needs, and promote our wide range of retail and banking services. Your enthusiasm and proactive approach will help drive sales, foster customer loyalty, and contribute to a vibrant store environment. This paid position offers an exciting opportunity to develop your sales expertise while making a positive impact in your community.Duties<ul><li>Engage with customers in both English and [second language], providing friendly and professional assistance throughout their shopping or banking journey </li><li>Promote and explain retail products, financial services, and banking solutions tailored to customer needs </li><li>Process transactions accurately using cash handling, cashiering, and cash management techniques </li><li>Assist customers with basic math calculations for purchases, loan processing, or account inquiries </li><li>Support the store&rsquo;s sales goals by identifying opportunities for upselling and cross-selling products and services </li><li>Maintain a clean, organized sales floor and ensure product displays are appealing and well-stocked </li><li>Handle customer questions or concerns promptly, ensuring a positive experience that encourages repeat business</li></ul>Requirements<ul><li>Fluency in English and [second language], with excellent verbal communication skills in both languages </li><li>Prior experience in retail sales, banking, or financial services is highly desirable </li><li>Strong customer service skills with the ability to connect with diverse audiences </li><li>Basic math proficiency, including retail math, cash handling, and 10-key typing skills </li><li>Familiarity with financial software or point-of-sale systems is a plus </li><li>Ability to perform cashiering duties accurately and efficiently </li><li>Demonstrated ability to work in a fast-paced environment with enthusiasm and professionalism</li></ul>This role is perfect for motivated individuals eager to grow their sales career while helping customers achieve their financial goals. We value energetic team players who are committed to delivering outstanding service every day!Pay: $23.93 - $28.81 per hourWork Location: Hybrid remote in Dallas, TX 75220

Bilingual Sales Associate

Qatar National Bank

<div>Job Summary : 
The incumbent will be primarily responsible for supporting relationships with High Net Worth (HNW) customers allocated, including members of the Ruling Family and Government officials and acting as a &lsquo;one-stop solution' for all Private Banking services including international and domestic banking and investment, fiduciary and lending services. The incumbent will liaise with the respective departments / units within the Group to ensure priority processing of customer needs/ requests.
Main Responsibilities : 
A. Shareholder &amp; Financial:<ul><li>Assist the evaluation of Private Client's financial data and / or investment objectives based on the client's risk profile</li></ul>
and personal financial statements.<ul><li>Assist in implementation of strategies to achieve all volume, revenue, and profit targets for the Private Banking (HNW)
</li></ul>segment.<ul><li>Implements KPI's and best practices for Associate Private Banking Sales role.</li><li>Promote cost consciousness and efficiency and enhance productivity, to minimise cost, avoid waste, and optimise
</li></ul>benefits for the bank.<ul><li>Act within the limits of the powers delegated to the incumbent.</li></ul>
B. Customer (Internal &amp; External):<ul><li>Responsive to the needs of the customer base and lead the customer focus initiative in the entire department.</li><li>Act as point of contact for all International and domestic Private Banking services pertaining to HNW customers and
</li></ul>increase their portfolio of Assets and Liabilities with the bank.<ul><li>Ensure customer complaints are handled / resolved in the most expeditious manner.</li><li>Supports visits to HNW customers to strengthen relationships through personalized interaction.</li><li>Market the Group's products and services to the HNW customers (includes the Ruling Family members and the
</li></ul>Government officials).<ul><li>Assist new business development by identifying prospective clients and cross sell a wide variety of Private Banking
</li></ul>products and services including a comprehensive range of credit and investment services.<ul><li>Build and maintain strong and effective relationship with all other related departments and units to ensure priority
</li></ul>processing and resolution of the needs / queries of such customers including any related operational issues and thereby
facilitate achievement of the Group's goals / objectives.<ul><li>To assist customers in all their queries on Bank's product and seek solution to their requests.</li><li>Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/units to achieve
</li></ul>improvements in turn-around time.<ul><li>Build and maintain strong/effective relationships with related departments/units to achieve the Group's objectives.</li><li>Provide timely/accurate data to external/internal Auditors, Compliance, Financial Control and Risk when required.</li></ul>
C. Internal (Processes, Products, Regulatory):<ul><li>Provide inputs and market feedback to the SVP Private Banking Sales for developing a credible set of products to
</li></ul>attract and retain valuable customers and thereby increase market share and profitability.<ul><li>Maintain and expand the HNW customer base through introduction of innovative products backed by provision of
</li></ul>superior services.<ul><li>Ensure processes are in place for launch of new products tailored for the HNW customer segment, including the smooth
</li></ul>launch of the same.<ul><li>Ensure the approved policies and procedures governing account opening operations (deposit and loan accounts) are
</li></ul>adhered to with respect to the documentary and other requirements, including any pertinent legal requirements.<ul><li>Provide timely and accurate information to the external and internal auditors and the Compliance function as and when
</li></ul>required on the HNW customer base.
D. Learning &amp; Knowledge:<ul><li>Possess sound knowledge of the private banking business, its products and related risks together with a good
</li></ul>knowledge of operations and control.<ul><li>Proactively identify areas for professional development of self and undertake development activities.</li><li>Seek out opportunities to remain current with all developments in professional field.</li></ul>
E. Legal, Regulatory, and Risk Framework Responsibilities:<ul><li>Comply with all applicable legal, regulatory and internal compliance requirements including, but not limited to, Group
</li></ul>Compliance Policies and Procedures (AML &amp; CTF, Sanctions Policy, Data Protection Policy, Fraud Control Policy,
Whistle Blowing Policy, Conflict of Interest and Insider Dealing Policy).<ul><li>Understand and effectively perform your role under the Three Lines of Defence principle to identify measure, monitor,
</li></ul>manage and report risks.<ul><li>Ensure systematic good outcomes for clients in accordance with Conduct Risk policy.</li><li>Support the framework of RCSA, KRI, Incident reporting and remediation, as appropriate, in accordance with the
</li></ul>Operational Risk Management requirements.<ul><li>Maintain appropriate knowledge to ensure full qualification to undertake the role.</li><li>Complete all mandatory training provided by the Bank, attain, and maintain the required levels of competence.</li><li>Attend mandatory (internal and external) seminars as instructed by the Bank.</li></ul>
F. Other:<ul><li>Ensure high standards of data protection and confidentiality to safeguard commercially sensitive information.</li><li>Maintaining utmost confidentiality concerning customer and internal bank information obtained during the course of
</li></ul>business and provide such information on a need to know basis only to Senior Management of QNB, Audit and
Compliance functions, and relevant Regulators.<ul><li>Maintain high professional standards to uphold QNB's reputation and to strengthen its market leadership position.</li><li>All other ad hoc duties/activities related to QNB that management might request from time to time.</li></ul>
Education and Experience Requirements :<ul><li> 
Bachelor's degree University Graduate/ preferred with a Major in Marketing, Banking, Finance, Accounting, Economics, Business Administration</li><li>Financial Lending related courses</li><li>No experience required, entry level role.</li><li>Excellent oral and written communication skills (including report writing) in English and Arabic.</li><li>Good interpersonal and presentation skills.</li><li>Understanding of the relevant laws, regulations, and practices.
</li><li>Ability to make decisions and follow through with initiatives.
</li><li>Personal integrity and self-management.</li><li>Planning, organizing, and analytical ability.</li><li>Results oriented.</li><li>Strong analytical skills and the ability to communicate both verbally and in writing with all levels of management.</li><li>Good understanding of the Private Banking (HNW) customer base, its needs and expectations.</li><li>Follows a customer-centric approach.</li><li>In-depth knowledge of products, services and delivery channels available to HNW customers.</li><li>Self-driven individual with the ability to make decisions and follow through with initiatives.</li><li>Personal integrity and self-management.</li><li>Assertive.</li><li>Planning, organizing and analytical ability.</li><li>Results oriented.</li><li>Ability to motivate and lead teams from diverse cultural backgrounds.</li></ul></div>

Associate Private Banking Sales (Qatarization)

alinma

<div>
 
 The bank is seeking to hire a
 
 Junior Retail Sales Representative
 
 in the following locations:
 
 <ul>
 <li>
 
 Riyadh
 
 </li>
 </ul>
 
 
 
 
 
 Job Summary:
 
 
 
 The Junior Retail Sales Representative will support the retail sales team, assist clients with banking products, and help drive sales growth. This role involves building client relationships, understanding customer needs, and promoting suitable banking solutions.
 
 
 
 
 
 
 Key Knowledge Areas:
 
 
 <ul>
 <li>
 Banking products and services
 </li>
 <li>
 Retail sales strategies and techniques
 </li>
 <li>
 Customer relationship management (CRM) systems
 </li>
 <li>
 Market trends and client engagement
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Minimum of
 
 2 years of experience in the banking sector
 
 </li>
 <li>
 Proven track record in retail sales or customer-facing banking roles
 </li>
 <li>
 Strong communication and interpersonal skills
 </li>
 <li>
 Ability to work in a dynamic team environment
 </li>
 </ul>
 
 
 
 
 📩 To apply, please submit your CV via LinkedIn .
 
 
 #BankJobs #RetailSales #JuniorSalesRepresentative #Dammam #AlKhobar #CareerOpportunity
 
</div>

Junior Sales Representative - Riyadh

Atlantic Union Bank

<div>The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank&rsquo;s products and services.

Position Accountabilities
<ul>
<li>Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience</li>
<li>Develop and maintain knowledge of bank products, services, including other lines of business</li>
</ul><ul><li>Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)</li>
<li>Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting</li>
<li>Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships</li>
</ul><ul><li>Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals</li>
<li>Promote the branch&rsquo;s overall growth through the development and retention of new and existing customers</li>
<li>Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)</li>
<li>Uncover and provide solutions for lending needs</li>
<li>Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services</li>
<li>Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals</li>
<li>Perform teller functions and cash transactions</li>
<li>Balance cash each day</li>
<li>Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares&rsquo; BSA/AML Policy and Procedures.</li>
<li>Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits</li>
<li>Perform complex branch operational duties as assigned</li>
<li>Ensure that all required training is successfully completed</li>
<li>Other duties as assigned</li>
</ul>
Organizational Relationship

This position reports to the assigned leader of the branch.

Position Qualifications

Education &amp; Experience
<ul>
<li>Possess or be able to obtain an NMLS registration</li>
<li>High school diploma or equivalent required, associate&rsquo;s degree preferred</li>
<li>Minimum of 1 year experience in banking or financial services preferred</li>
<li>Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred</li>
<li>Previous cash handling experience preferred</li>
<li>Teller experience strongly preferred</li>
<li>Customer service experience required</li>
<li>Lending experience preferred</li>
</ul>
Knowledge &amp; Skills
<ul><li>Excellent customer service skills</li>
<li>Excellent oral and written communication skills</li>
<li>Ability to exercise sound business judgment</li>
<li>Proficient computer skills</li>
<li>Ability to handle multiple tasks with attention to details</li>
<li>Flexible, able to adapt to change</li>
</ul><ul><li>Shifts may vary for each position offering, depending on business need</li>
</ul><ul><li>Able to stand for extended periods of time and lift objects up to 30 pounds</li>
</ul>
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.</div>

Universal Banker (Connecticut Ave. Branch)

WaterStone Bank

<div>Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience.

What is the purpose of the Universal Banker position...

Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II.

What you'll be doing in the Universal Banker position...
<ul>
<li>Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws.</li>
<li>Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services.</li>
<li>Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. Make referrals to other appropriate lines of business including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs.</li>
<li>Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person.</li>
<li>Maintain knowledge of WSB&rsquo;s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.</li>
<li>Focus on the skills and attributes in order to complete the Banker Certification process</li>
<li>Perform other duties as assigned.</li>
</ul>
What you bring to WaterStone Bank...

Experience
<ul>
<li>Required: 1 - 2 years of sales experience</li>
</ul><ul><li>Required: 2-4 years customer service experience</li>
<li>Preferred: 2-4 years of sales and customer service experience in branch banking</li>
</ul>
Education
<ul>
<li>Required: High School Diploma or general education degree (GED)</li>
<li>Preferred: Associate&rsquo;s Degree business or related field</li>
</ul>
Certifications, Licenses, Registration
Required: Banker Certification within18 months of hire/promotion date

Perks and Benefits of working at WaterStone Bank:
<ul>
<li>Outstanding Medical, Dental, and Vision Insurance</li>
<li>401(k) matching</li>
<li>Employee Stock Ownership Plan</li>
<li>Paid Time off</li>
<li>Paid Holidays</li>
<li>Flexible Spending Account</li>
<li>Pet Insurance</li>
<li>And so much more!</li>
</ul>
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.</div>

Universal Banker I

Fifth Third Bank

<div>Make banking a Fifth Third better&reg; 
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales &amp; Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul><li>
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.</li><li>
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.</li><li>
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.</li><li>
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.</li><li>
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.</li><li>
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.</li><li>
Provide guidance to CSRs with respect to the sales and referral process.</li><li>
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.</li><li>
Act with confidence by answering customer questions and owning customer issues.</li><li>
Maintain a position of trust and responsibility by keeping all business confidential.</li><li>
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.</li><li>
Adhere to established policies and procedures while opening/servicing the full range of Retail products.</li><li>
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.</li><li>
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.</li><li>
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.</li></ul>
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:<ul><li>
College degree or work experience providing transferrable skills or combination of education and experience.</li><li>
Experience in the financial industry preferred.</li><li>
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.</li><li>
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.</li><li>
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.</li><li>
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.</li><li>
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.</li></ul>
WORKING CONDITIONS:<ul><li>
Normal office environment.</li><li>
Extending viewing of computer screens.</li><li>
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.</li><li>
Travel outside of the affiliate will be required for various classroom training sessions.</li></ul>
Personal Banker Associate II - Georgetown North
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION - Fort Wayne, Indiana 46815
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div>

Personal Banker Associate II - Georgetown North

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