Banking Sales Associate

WHITE SOCIETY PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial services company in Singapore is looking for a customer-focused professional to build strong relationships with clients and sell financial products. The successful candidate will engage with customers, meet sales targets, and ensure compliance with regulations. Qualifications include a local diploma or A Levels, strong communication skills, and knowledge of banking products.

Qualifications

• Strong ability to work in a target-driven environment.
• Local diploma or A Levels are required; a bachelor's degree is a plus.

Responsibilities

• Build and maintain strong relationships with customers.
• Assist customers in selecting the right banking products.
• Achieve and exceed monthly sales targets.
• Ensure accuracy and compliance in all customer interactions.
• Address and resolve customer issues and complaints promptly.

Skills

Interpersonal skills

Communication skills

Knowledge of banking products

Attention to detail

Organizational skills

Sales skills

Education

Local diploma or A Levels

Bachelor's degree in business or related field

Job description

Responsibilities

• Customer Engagement:
  • Build and maintain strong relationships with customers.
  • Provide excellent customer service and address inquiries regarding financial products and services.
  • Actively engage in cross-selling and upselling financial products to meet sales targets.
• Product Knowledge:
  • Stay updated on the bank's products and services.
  • Effectively communicate product features and benefits to customers.
  • Assist customers in selecting the right banking products to meet their financial needs.
• Sales Targets:
  • Achieve and exceed monthly sales targets.
  • Identify opportunities for revenue generation and actively pursue them.
  • Collaborate with team members to enhance overall sales performance.
• Documentation and Processing:
  • Assist customers in completing necessary documentation for various financial transactions.
  • Ensure accuracy and compliance with financial regulations in all customer interactions.
  • Process the forwarding of account openings, loan applications, and other financial transactions efficiently.
• Compliance:
  • Stay informed about and adhere to all relevant banking/ financial regulations and compliance standards.
  • Ensure that all customer interactions and transactions comply with internal policies and external regulations.
• Problem Resolution:
  • Address and resolve customer issues and complaints in a timely and effective manner.
  • Collaborate with other departments to resolve complex customer inquiries.
• Team Collaboration:
  • Work closely with team members to achieve overall goals.
  • Participate in team meetings and contribute to a positive team environment.
• Market Research:
  • Stay informed about industry trends, market conditions, and competitor offerings.
  • Provide feedback to management regarding customer preferences and market demands.
• Training and Development:
  • Participate in ongoing training programs to enhance product knowledge and sales skills.
  • Share insights and best practices with team members to improve overall performance.

Qualifications

• Local diploma or A Levels; bachelor's degree in business or related field is a plus.
• Strong interpersonal and communication skills.
• Knowledge of banking products and services.
• Ability to work in a target-driven environment.
• Attention to detail and strong organizational skills.