Bank Sales Consultant Resume

Bank sales consultants are the sales people who help customers in selecting the right financial products according to their need. They are basically agents hired to provide services to customers like opening saving accounts, mortgaging properties, investing in securities, etc. They interact with customers face-to-face on a daily basis and answers their phone calls, emails, and take care of customers' need.

The qualification required for this position depends on the banking institutions. A high school diploma is the basic need though. In addition, the candidate must also have sales experience of real estate or banking industry.

Bank Sales Consultant Resume Example

Career Objective:

Looking for a bank sales consultant position with “MyMoney Bank” to understand customers' financial need and provide them individualized customer service accordingly by explaining them the various products bank is offering.

Summary of Skills:

• Experience in selling bank products and knowledge of banking rules and regulations
• Experience in processing application and forms for banking business
• Ability to assess customers' financial needs and provide service accordingly
• Strong knowledge of bank products from deposit accounts to various investment and credit products
• Excellent communication, presentation, interpersonal, and organizational skills
• Self-motivated, hard-working, sincere, and disciplined individual

Work Experience:

Bank Sales Consultant
DownTown Bank, Denver, CO
September 2013 - Present

• Greet customers and answer inquiries about products and services bank is offering
• Assist customers in filling out form for opening saving and other types of accounts
• Call and inquire with customers if they need any loan for their business and personal purpose
• Converse with customers and explain them how to invest and in what scheme for their retirement and children's education
• Provide assistance to customer in mortgaging properties and creating portfolios for life's future needs

Sales Consultant
Stellar Properties, Denver, CO
April 2012 - August 2013

• Sold and rented apartments, offices to customers in prime locations
• Maintained total occupancy and added more properties to the database
• Monitored the surrounding area for development activities and made changes to properties accordingly
• Cleared taxes and bills related to properties in a timely manner
• Inspected houses before renting it to customer and after vacating it
• Advertised availability of properties for sales and rent on social media and other media

Education:

• Bachelor's Degree in Accounting
  ABC University, Denver, CO
  2012

Reference:

On request.