Sales executive bank experience

Responsibilities:

• Signing on new clients and helping them through the onboarding process.
• Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
• Processing deposits, payments, and withdrawals.
• Authorizing and evaluating overdrafts and loans.
• Handling other transactions, such as writing cashier checks or money orders, when necessary.
• Recommending and explaining banking services and products to clients based on their needs.
• Presenting and cross-selling banking services and products to existing and prospective clients.
• Collaborating with other banking professionals to ensure high-quality client service.
• Resolving client queries and complaints.
• Performing administrative and clerical duties, such as data entry and filing, when necessary.