Direct Sales Representative

Role Overview

This is a frontline retail sales role focused on helping customers choose and complete the right bank products while keeping applications accurate and moving quickly. The person in this position works through referrals, bank-supported lead channels, and field activations to turn customer interest into signed applications and useful market insight for branch and sales leadership. Success matters because every well-documented, properly verified application strengthens customer trust and helps the bank grow its retail portfolio.

Key Responsibilities

• Develop a steady pipeline of prospective customers by following up on referrals, cross-sell opportunities, bank-organized sales activations, and leads supplied by the bank.
• Walk customers through product features in clear, accurate language so they understand what they are buying and are treated fairly throughout the conversation.
• Help applicants complete the correct forms for the product they have chosen, answering questions and checking entries as they go.
• Review each application and its supporting paperwork for completeness, accuracy, and consistency before it moves forward.
• Confirm customer identity by comparing original documents, such as a National ID or passport, against the copies submitted.
• Send fully signed application packs to the Sales Manager or Retail Support Team within 24 hours of customer sign-off.
• Look for opportunities to introduce other bank products that genuinely match a customer's needs.
• Keep customer documents safe while in your care, escalate feedback or complaints to the Sales/Branch Manager, and share field intelligence and regular sales reports with leadership.

Requirements & Qualifications

• Recent graduate with a diploma or degree from a recognized institution.
• Minimum K.C.S.E. mean grade of C- (Minus).
• Strong analytical skills and the ability to build rapport with a wide range of customers.
• Genuine commitment to delivering high-quality service.
• Excellent spoken and written communication skills.
• Ability to meet demanding targets within set deadlines.
• Prior exposure to sales or client relationship management would be an added advantage.