Sales / Business Development

Banking Products and Marketing

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Overview

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 

    TaskRelated 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

    TraitNo of QuestionsCronbach’s  alpha (α)
    Persuasive communication110.84
    Can they captivate and influence others with their communication?
    Integrity110.79
    Can they consistently act with honesty and fairness in every situation?
    Effective listening80.71
    Can they genuinely engage with others and understand diverse perspectives?
    Efficiency and precision70.73
    Can they consistently complete tasks with accuracy and attention to detail?
    Efficient Multitasking50.71
    Can they manage multiple tasks simultaneously while maintaining high productivity?
    Calmness under pressure40.74
    Can they remain composed and effective in high-pressure situations?
    Understanding customers80.76
    Can they anticipate customer needs and tailor solutions accordingly?
    Influential leadership60.86
    Can they inspire and guide teams with confidence and fairness?
    Inclusivity in leadership120.76
    Do they operate according to the principles of fairness and equality?
    Normative and Legal Compliance90.74
    Do they demonstrate reliability and respect for established procedures?
    Analytical competency80.73
    Can they analyze data to uncover insights and improve performance?
    Written comprehension70.79
    Can they understand and process complex written information effectively?
    Business acumen90.72
    Can they make thoughtful and informed decisions that benefit the organization?
    Persuasive presentation skills60.79
    Can they communicate confidently and persuasively in front of an audience?
    Achievement striving60.74
    Are they motivated to make their work stand out?
    Creativity and problem solving70.76
    Can they generate innovative solutions and think outside the box?
    Collaborative Spirit60.75
    Can they prioritize the needs of the team and support others effectively?
    Curiosity90.76
    Are they driven to explore new ideas and seek deeper understanding in order to solve complex problems?
    *Cronbach’s alpha coefficient (α) determines the extent to which the questions consistently measure each trait and it is expressed as a number ranging between 0 and 1 . Higher values indicate higher agreement between questions.  A value of α equal to greater than .7 indicates acceptable reliability or internal consistency.  For more information on the psychometric properties of the solution, please click here.

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

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