Sales Officer

Role Overview

This role is built around expanding the bank’s commercial footprint by building lasting client partnerships and bringing in new business. You will spend your days researching market opportunities, meeting with clients to understand their financial needs, and crafting tailored banking solutions that align with both client goals and the bank’s growth strategy. Your ability to connect the right product to the right customer while navigating internal processes will directly influence revenue targets and the bank’s competitive edge in the market.

Key Responsibilities

• Proactively source and qualify new business prospects while strengthening existing client relationships to expand the bank’s customer portfolio.
• Promote a full suite of banking offerings, including lending facilities, deposit products, and investment options, by matching each product to client circumstances.
• Carry out structured market research to track emerging trends, identify untapped market segments, and benchmark the bank's positioning against competitors.
• Prepare compelling business proposals, sales presentations, and pitch decks that clearly communicate value and address client objectives.
• Analyse client financial situations and payment behaviours to recommend suitable banking solutions that meet both client needs and bank risk criteria.
• Own personal sales targets, continuously monitoring performance against quotas and adjusting tactics to consistently exceed expectations.
• Partner with internal teams such as credit, operations, and risk to ensure seamless client onboarding and ongoing account management.
• Maintain accurate records of client interactions, pipeline activity, and market intelligence, and report on progress to leadership.

Requirements & Qualifications

• Bachelor’s degree in business administration, finance, marketing, economics, or a closely related field.
• 2–4 years of hands-on experience in business development, client relationship management, or sales within the banking or financial services sector.
• Track record of consistently meeting or exceeding assigned sales and business growth targets.
• Working knowledge of banking regulations, compliance obligations, and risk management principles that govern client-facing activities.
• Familiarity with banking products, lending structures, and financial solutions relevant to SME, retail, or corporate clients.
• Strong interpersonal and negotiation skills, with the ability to build rapport quickly and influence decision-makers.
• Excellent organisational skills, including the capacity to manage multiple client accounts, priorities, and deadlines simultaneously.
• Self-driven and comfortable working independently while also coordinating effectively with cross-functional teams.
• Proficiency in Microsoft Office Suite and experience using CRM systems to track sales activities and pipeline health.
• Strategic mindset, with the ability to interpret market data, assess client needs, and identify viable business opportunities.