Field Staff (Bank)
がいきんがかり
Industry & Occupation
Classification
- Major : Sales and Marketing Occupations
- Middle : Sales Representative Occupations
- Minor : Financial and Insurance Sales Representatives
Summary
Sales position that visits customer sites to propose and sell bank products and services, aiming to expand transactions.
Description
Field staff (bank) visits individual and corporate customers and handles proposing and selling financial products and services such as deposits, loans, investment trusts, and insurance. Analyzes markets and customer needs, creates optimal plans, prepares proposal materials and contract documents, and provides aftercare consistently. Main roles include sales activities toward achieving goals, developing new customers, and maintaining and strengthening relationships with existing customers.
Future Outlook
While digital channels are expanding, demand is expected to be maintained and expanded in corporate sales and services for high-net-worth individuals where face-to-face trust building is required.
Personality Traits
Customer-oriented / Patient / Proactive / Self-motivated / Sincere
Work Style
Discretionary Labor System / Field Sales / Flexitime / Partial Remote Work / Team Sales
Career Path
Field Staff (Bank) → Chief/Section Chief → Deputy Branch Manager → Branch Manager → Head Office Sales Planning Staff
Required Skills
Customer Management System Operation / Financial Product Knowledge / Office Software / Ordinary Motor Vehicle Driver's License / Proposal Document Creation
Recommended Skills
English (Business Conversation) / Negotiation Skills / Presentation Skills / Time Management Skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Because mistakes in contract documents affect both customers and the bank. |
| Communication Skills | Necessary for building trust with customers and making proposals. |
| Stress Tolerance | Due to the high pressure from performance quotas. |
Related Qualifications
- FP Skills Level 2
- Securities Representative Type 1
Aliases
- Bank Field Sales
- Field Sales Representative
Related Jobs
- Bank Teller
- Corporate Sales Representative
- Inside Staff (Bank)
- Insurance Salesperson