Sales Officer

The Sales Officer will report directly to the Sales Team Leader and will be part of a team that is responsible for handling sales, customer on-boarding and document verification of a loan portfolio.

Responsibilities:

• Actively seeking new sales by executing appointed strategies and instructions.
• Adhering to the Teams Sales Targets and Deadlines.
• Collaborate with the Sales Team members to constantly improve process efficiency and overall results.
• Customer On-Boarding and Verification as per the Banks Policies and Operational Procedures.
• Understand thoroughly the Banks products whilst ensuring that Customers are always presented accurate information.
• Responding to any Customer Queries via Email, SMS and Phone.
• Provide an excellent customer experience.
• Work closely with other Bank Departments, especially Payments and Collections, to ensure transparent and efficient interaction.
• Ensure adherence to the Banks Code of Ethics and other related Policies.

Other Responsibilities:

• Involvement in Production of Sales Reports.
• Involvement in Training and Mentoring of other Team members.
• Assist in documentation of the Teams Operational Procedures.
• Providing ideas and suggesting ways for the improvement of Operational Systems, Processes and Procedures.
• Execute ad hoc tasks as may be requested by the Team Leader.

Skills and Experience

• Higher Education Qualification.
• Excellent command of English and Spanish Languages.
• Essential demonstrable experience in Sales of Financial Products.
• Experience in Customer On-Boarding and Documentation Verification Processes.
• Fast Learner with a passion for Sales.
• Excellent Communication Skills with a Results-Driven approach.
• Ability to Work Independently.
• Good Knowledge of Microsoft Office Tools (especially EXCEL).