Bank Field Representative
ぎんこうがいむいん
Industry & Occupation
Classification
- Major : Sales and Marketing Occupations
- Middle : Sales Representative Occupations
- Minor : Financial and Insurance Sales Representatives
Summary
Bank field representatives visit individual and corporate customers to propose and sell financial products such as deposits, loans, and foreign exchange, while also responding to consultations on asset management and fund procurement.
Description
Bank field representatives primarily engage in fieldwork, visiting individual and corporate customers to propose and sell financial products and services. They analyze clients' business conditions and asset situations to provide asset management advice and fund procurement consulting. Developing new customers, strengthening relationships with existing ones, handling contract procedures, and providing aftercare are also key tasks. High accuracy in numerical data and compliance with laws and regulations are required, along with sales skills to achieve quotas and ensure customer satisfaction.
Future Outlook
Although the number of field staff is decreasing due to the progress of digitalization, demand remains high for personnel with advanced proposal skills and corporate liaison abilities.
Personality Traits
Good with People / Proactive / Sincere / Strong Sense of Responsibility
Work Style
Customer Visits / Direct Commute / Discretionary Labor System / Flexitime / Quotas
Career Path
Junior Field Staff → Senior Field Staff → Team Leader → Branch Sales Manager → Sales Division Executive
Required Skills
Closing Skills / Communication Skills / Customer Needs Analysis / Financial Product Knowledge / Presentation Skills
Recommended Skills
CRM System Operation / English Proficiency (Overseas Customer Support) / FP Skills / Marketing Knowledge
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | High accuracy is required to prevent errors in transactions and documents. |
| Communication Skills | Because it is necessary to build trusting relationships with diverse customers. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Physical Stamina & Endurance | Primarily office work and visiting sales, so the physical demands are relatively low. |
Related Qualifications
- Banking Operations Proficiency Test (Deposits and Foreign Exchange)
- Property and Casualty Insurance Solicitor Qualification
- Securities Representative Qualification
Aliases
- Bank Sales
- Field Representative
Related Jobs
- Bank Teller
- Insurance Salesperson
- Securities Field Staff