Direct Sales Representative

Role Overview

This is a customer-facing retail banking sales position focused on bringing in new business and helping applicants move smoothly through the account or product opening process. The person in this role spends most of their time engaging prospects, matching them with suitable banking solutions, and making sure every form and supporting document is complete, accurate, and handled responsibly. Their work directly supports customer acquisition, product uptake, and compliant onboarding for the branch or sales unit.

Key Responsibilities

• Build a pipeline of prospective customers through referrals, existing-customer cross-sell conversations, bank-run sales activations, and leads assigned by the institution.
• Walk prospects through product features and conditions in clear, fair language so they can make informed decisions.
• Assist customers with completing application forms and gathering the documentation needed for the product they are applying for.
• Check submitted applications and attachments for completeness, consistency, and accuracy before they move forward.
• Verify customer identity by comparing original documents, such as national identification cards or passports, against the copies provided.
• Pass signed-off application packs to the relevant Sales Manager or Retail Support Team within one working day of customer sign-off.
• Identify opportunities to introduce customers to other bank products that fit their needs and deepen the relationship.
• Keep customer documents secure while in your care, escalate complaints or feedback to the Sales/Branch Manager, and provide regular sales reports plus field intelligence that can inform product improvements.

Requirements & Qualifications

• Recent graduate with a diploma or degree from a recognised institution.
• Minimum KCSE mean grade of C- (minus).
• Strong analytical ability and good interpersonal skills.
• Genuine commitment to delivering quality service and treating customers fairly.
• Excellent spoken and written communication skills.
• Ability to pursue demanding targets and meet deadlines.
• Prior exposure to sales or client relationship management is an added advantage.