Sales Associate – Retail Banking.

Job Description

Our client is a dynamic, financial services institution offering a wide range of financial products and services to professionals and entrepreneurs across all sectors.

Job Summary

The Sales Associate – Retail Banking is responsible for acquiring new retail customers, promoting banking products, and delivering excellent customer service. The role focuses on driving deposits, loans, and usage of digital banking solutions to achieve sales targets.

Key Responsibilities

• Acquire new retail customers and onboard them onto banking products.
  
• Promote and cross-sell savings, current accounts, loans, and digital banking services.
  
• Build and maintain strong customer relationships to drive retention.
  
• Achieve assigned sales and revenue targets.
  
• Provide excellent customer service and resolve customer issues promptly.
  
• Support deposit mobilization and loan growth initiatives.
  
• Ensure compliance with internal policies and regulatory requirements.
  
• Participate in sales campaigns, promotions, and outreach activities.
  
• Maintain accurate customer records and follow operational procedures.
  
  

Requirements

• Bachelor’s degree in Business Administration, Finance, Marketing, or related field.
  
• Minimum of 5 years’ experience in sales, preferably in banking or financial services.
  
• Proven track record of meeting or exceeding sales targets.
  
• Knowledge of business banking products and services.
  
• Relevant professional certification is an added advantage.
  

Requirements
Bachelor's degree in business, finance, or a related field Minimum of 6 years of experience in sales, preferably in the financial services industry Proven track record of success in achieving sales targets Excellent communication, interpersonal, and presentation skills Strong analytical and problem-solving skills Ability to work independently and as part of a team Proficient in Microsoft Office Suite