Sales / Business Development
Banking Finance
Related positions: Banking Finance, Head MIS, Director of Management Information Systems, Chief Information Officer (CIO), Officer MIS, Management Information Systems Analyst, MIS Coordinator, Officer Treasury and Capital Markets and Fixed Income Sales, Treasury and Capital Markets Associate, Fixed Income Sales Representative, Officer Accounting and Tax, Accounting and Tax Specialist, Tax Compliance OfficerOverview
Banking finance professionals manage and oversee financial activities, whether for individual clients, businesses, or within banking institutions themselves, ensuring stability and profitability. They handle tasks ranging from investment management and risk assessment to regulatory compliance and financial analysis.
The role requires strong analytical capabilities, attention to detail, and excellent communication skills, as they often need to explain complex financial concepts to various stakeholders. Typically, banking finance professionals hold a degree in finance, economics, or accounting, and many pursue further certifications to enhance their knowledge and career prospects.
Common tasks
| Task | Related trait(s) |
|---|---|
| Developing and implementing sales strategies to expand the client base and ensure growth | Efficiency and precision |
| Performing analysis to understand the market | Creativity and problem solving Analytical competency |
| Building and maintaining relationships with customers; understanding their needs and ensuring a high level of customer service | Effective listening Persuasive communication |
| Forecasting: Creating sales forecasts in order to assist in decision making and strategy setting. | Creativity and problem solving Analytical competency |
| Predicting and interpreting risks | Creativity and problem solving Analytical competency |
| Managing others | Inclusivity in leadership |
Soft skills measured by TraitForward
| Trait | No of Questions | Cronbach’s alpha (α) | |
|---|---|---|---|
| Efficiency and precision | 9 | 0.78 | |
| Can they consistently complete tasks with accuracy and attention to detail? | |||
| Influential leadership | 6 | 0.86 | |
| Can they inspire and guide teams with confidence and fairness? | |||
| Persuasive communication | 9 | 0.83 | |
| Can they captivate and influence others with their communication? | |||
| Effective listening | 8 | 0.71 | |
| Can they genuinely engage with others and understand diverse perspectives? | |||
| Collaborative Spirit | 6 | 0.75 | |
| Can they prioritize the needs of the team and support others effectively? | |||
| Normative and Legal Compliance | 9 | 0.74 | |
| Do they demonstrate reliability and respect for established procedures? | |||
| Business acumen | 9 | 0.72 | |
| Can they make thoughtful and informed decisions that benefit the organization? | |||
| Analytical competency | 8 | 0.73 | |
| Can they analyze data to uncover insights and improve performance? | |||
| Creativity and problem solving | 7 | 0.76 | |
| Can they generate innovative solutions and think outside the box? | |||
| Integrity | 8 | 0.71 | |
| Can they consistently act with honesty and fairness in every situation? | |||
| Persuasive presentation skills | 5 | 0.74 | |
| Can they communicate confidently and persuasively in front of an audience? | |||
| Curiosity | 8 | 0.74 | |
| Are they driven to explore new ideas and seek deeper understanding in order to solve complex problems? | |||
| Inclusivity in leadership | 9 | 0.74 | |
| Do they operate according to the principles of fairness and equality? | |||
| Written comprehension | 5 | 0.72 | |
| Can they understand and process complex written information effectively? | |||
| Cautiousness | 6 | 0.70 | |
| Can they make well-informed decisions while carefully weighing all available data and potential risks? | |||
| Efficient Multitasking | 6 | 0.71 | |
| Can they manage multiple tasks simultaneously while maintaining high productivity? | |||
Find out the psychometric properties for the Banking Finance Traitforward questionnaire