Sales / Business Development
Banking Products and Marketing
Related positions: Banking Products and Marketing, Advanced Analytics & Data Insights Officer, Data Strategy and Insights Specialist, Predictive Analytics Manager, Business Intelligence Analyst, Data Science Strategist, Analytics and Reporting Lead, Insights and Intelligence Coordinator, Advanced Data Solutions Consultant, Data Analytics Specialist, Performance Analytics Advisor, Decision Science Officer, Communication & Market Research Officer, Marketing Communications Specialist, Public Relations and Insights Analyst, Strategic Communications Coordinator, Market Intelligence Advisor, Brand and Market Research Lead, External Relations and Research Manager, Media and Messaging Analyst, Marketing Insights Consultant, Consumer Research Specialist, Communications and Insights Officer, Individuals Segment Officer, Retail Customer Relationship Manager, Consumer Market Segment Advisor, Individual Client Services Specialist, Personal Banking Segment Analyst, Customer Experience Segment Manager, Retail Marketing and Sales Officer, Client Engagement Coordinator, Personal Solutions Advisor, Customer Insights and Growth Specialist, Individual Market Development Lead, Business Banking Segment Officer, SME Banking Advisor, Commercial Banking Relationship Manager, Corporate Segment Specialist, Enterprise Client Services Officer, Business Development Banking Manager, Small Business Lending Consultant, Corporate Client Solutions Advisor, Business Banking Strategy Specialist, Merchant Banking Officer, Business Growth and Development Lead, Digital Channels & Cards Officer, Digital Banking Specialist, E-Channels and Card Services Advisor, Online Banking and Payment Solutions Officer, Digital Payments Product Manager, Virtual Banking Experience Specialist, Cards and Digital Innovation Coordinator, E-Commerce and Digital Strategy Lead, Contactless Payments Specialist, Digital Channels Optimization Officer, Mobile Banking and Cards Advisor, Liability & Investment Products Officer, Savings and Investments Manager, Asset and Liability Management Specialist, Wealth Management Products Advisor, Investment Portfolio Coordinator, Deposit and Financial Solutions Officer, Treasury and Liability Strategist, Investment Product Development Analyst, Financial Products Specialist, Risk and Asset Management Officer, Liability and Wealth Solutions AdvisorOverview
People in the Products & Marketing field at banking institutions focus on managing banking services, leveraging analytics, data insights, and digital channels. Responsibilities include developing reports, creating promotional strategies, analyzing market trends, and implementing machine learning models.
The individual will oversee customer experience across digital platforms, ensure brand consistency, and evaluate marketing effectiveness. The role requires strategic and analytical skills to manage diverse projects related to product promotion, customer engagement, and compliance, working closely with multiple departments to enhance the overall banking experience.
Typically, professionals in banking products and marketing hold a degree in marketing, business, or finance, and may pursue further certifications.
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 | Analytical competency |
Building and maintaining relationships with customers; understanding their needs and ensuring a high level of customer service | Understanding customers |
Forecasting: Creating sales forecasts in order to assist in decision making and strategy setting. | Analytical competency |
Predicting and interpreting risks | Analytical competency |
Managing others | Inclusivity in leadership |
Soft skills measured by TraitForward
Trait | No of Questions | Cronbach’s alpha (α) | |
---|---|---|---|
Persuasive communication | 11 | 0.84 | |
Can they captivate and influence others with their communication? | |||
Integrity | 11 | 0.79 | |
Can they consistently act with honesty and fairness in every situation? | |||
Effective listening | 8 | 0.71 | |
Can they genuinely engage with others and understand diverse perspectives? | |||
Efficiency and precision | 7 | 0.73 | |
Can they consistently complete tasks with accuracy and attention to detail? | |||
Efficient Multitasking | 5 | 0.71 | |
Can they manage multiple tasks simultaneously while maintaining high productivity? | |||
Calmness under pressure | 4 | 0.74 | |
Can they remain composed and effective in high-pressure situations? | |||
Understanding customers | 8 | 0.76 | |
Can they anticipate customer needs and tailor solutions accordingly? | |||
Influential leadership | 6 | 0.86 | |
Can they inspire and guide teams with confidence and fairness? | |||
Inclusivity in leadership | 12 | 0.76 | |
Do they operate according to the principles of fairness and equality? | |||
Normative and Legal Compliance | 9 | 0.74 | |
Do they demonstrate reliability and respect for established procedures? | |||
Analytical competency | 8 | 0.73 | |
Can they analyze data to uncover insights and improve performance? | |||
Written comprehension | 7 | 0.79 | |
Can they understand and process complex written information effectively? | |||
Business acumen | 9 | 0.72 | |
Can they make thoughtful and informed decisions that benefit the organization? | |||
Persuasive presentation skills | 6 | 0.79 | |
Can they communicate confidently and persuasively in front of an audience? | |||
Achievement striving | 6 | 0.74 | |
Are they motivated to make their work stand out? | |||
Creativity and problem solving | 7 | 0.76 | |
Can they generate innovative solutions and think outside the box? | |||
Collaborative Spirit | 6 | 0.75 | |
Can they prioritize the needs of the team and support others effectively? | |||
Curiosity | 9 | 0.76 | |
Are they driven to explore new ideas and seek deeper understanding in order to solve complex problems? |

Find out the psychometric properties for the Banking Products and Marketing Traitforward questionnaire