Role Overview
In this customer-facing sales role, you will identify potential banking customers, understand their needs and explain suitable products clearly and fairly. You will also help customers complete applications, check supporting documents and move signed applications promptly through the bank’s review process.
Key Responsibilities
- Find prospective customers through referrals, cross-selling opportunities, bank-led sales activities and leads provided by the bank.
- Explain product features accurately and in line with approved product specifications, ensuring customers are treated fairly.
- Help customers complete applications for the banking products they choose.
- Review applications and supporting paperwork for completeness and accuracy.
- Verify customer details by comparing original identity documents, such as national identity cards or passports, with the copies submitted.
- Send signed, completed applications to the relevant Sales Manager or Retail Support Team within 24 hours.
- Identify other bank products that may suit customers’ needs and share relevant options with them.
- Keep customer documents secure, pass complaints or feedback to the appropriate Sales or Branch Manager, and report field insights and sales activity to leadership.
Requirements & Qualifications
- A degree from a recognised university.
- At least two years of sales experience.
- Strong analytical and interpersonal skills.
- Excellent spoken and written communication.
- A commitment to delivering high-quality customer service.
- The ability to meet demanding sales targets and deadlines.
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