Sales / Business Development

Wholesale Banking

Related positions: Wholesale Banking, Relationship Manager, Client Relationship Officer, Corporate Account Manager, Business Development Manager, Client Services Manager, Analyst, Financial Analyst, Credit Analyst, Business Analyst, Risk Analyst

Overview

Wholesale Banking professionals specialize in managing relationships with corporate clients of varying sizes, from growing mid-sized businesses to large corporations, providing sophisticated financial solutions for their business needs. They analyze client portfolios, monitor market trends, assess credit risks, develop financing strategies, and ensure regulatory compliance while working closely with various departments.

Whether working directly with clients or in support roles, these professionals contribute to the bank’s growth through detailed financial analysis and innovative banking solutions. Typically, professionals in wholesale banking hold a degree in finance, economics, or business, 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 Achievement striving
    Performing analysis to understand the market Creativity and problem solving Analytical competency
    Building and maintaining relationships with customers Effective listening 
    Disseminating analysis to others Effective listening 
    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
    Working with a team Normative and legal compliance Collaborative spirit
    Managing others 

    Soft skills measured by TraitForward

    TraitNo of QuestionsCronbach’s  alpha (α)
    Achievement striving60.74
    Are they motivated to make their work stand out?
    Calmness under pressure40.75
    Can they remain composed and effective in high-pressure situations?
    Understanding customers60.70
    Can they anticipate customer needs and tailor solutions accordingly?
    Integrity80.71
    Can they consistently act with honesty and fairness in every situation?
    Effective listening80.71
    Can they genuinely engage with others and understand diverse perspectives?
    Persuasive communication110.84
    Can they captivate and influence others with their communication?
    Analytical competency70.74
    Can they analyze data to uncover insights and improve performance?
    Creativity and problem solving80.77
    Can they generate innovative solutions and think outside the box?
    Influential leadership60.86
    Can they inspire and guide teams with confidence and fairness?
    Normative and legal compliance90.74
    Do they demonstrate reliability and respect for established procedures?
    Collaborative spirit60.75
    Can they prioritize the needs of the team and support others effectively?
    Efficient multitasking60.71
    Can they manage multiple tasks simultaneously while maintaining high productivity?
    Efficiency and precision80.77
    Can they consistently complete tasks with accuracy and attention to detail?
    Written comprehension50.72
    Can they understand and process complex written information effectively?
    *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 Wholesale Banking Traitforward questionnaire

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