Direct Sales Agents in a Leading Financial Services Institution - NewBalancejobs

Direct Sales Agents in a Leading Financial Services Institution

Michael Stevens Consulting

Michael Stevens Consulting – Our client, a leading Financial Services Institution require suitably qualified candidate, to fill the position below:

Job Title: Direct Sales Agent

Location: Port Harcourt, Rivers
Sector: Business Banking
Group: Product Sales
Grade Level: DSA

Major Roles & Responsibilities

  • Responsible for opening new accounts and follow-up on outstanding documentation
  • Responsible for the provision and safe keeping of customers’ information and files.
  • Mobilization of Cheap funds e.g. Savings and current account.
  • Cash pick up from the customer for deposit into their account.
  • Update and follow up on returned cheques every morning.
  • Follow up on customer’s requests such as pay in cheques, collect cash, process drafts, process transactions, etc.
  • Update new deposits and new accounts on the system daily.
  • Any other duties as assigned by Supervisor.

Reporting Releationship

  • Directly Reports to: Branch Leader
  • Directly Supervises: N/A

Key Performance Indicators

  • Deposit Base volume (%)
  • Cost of funds
  • Complete and accurate documentation for savings and current accounts
  • Error free processing
  • Customer complaint level.

Educational Qualification

  • Candidates should possess an HND / B.Sc Degree
  • Ordinary National Diploma (OND) – minimum of Lower Credit OR National Certificate of Education (NCE) – minimum of Credit only.

Minimum Relevant Experience

  • 1 year in relevant (Sales) job
  • Age not above 27years of age

Personality/Skills / Knowledge Requirements:

  • Good interpersonal skills.
  • Maturity, confidence(complimented by humility), Poise and presence, sense of humour and emotional stability
  • Good marketing / selling and negotiation skills.
  • Report writing and presentation skills.
  • High level of confidence and integrity.
  • Must possess a good personality to enable him / her relate well with people. Must be patient and self-driven
  • Knowledge of basic banking operations and processes / product knowledge.
  • Fair understanding of banking regulations.
  • Fair written and oral communication skills.
  • Knowledge of the Bank’s products and services.
  • Good in PC skills.
  • Knowledge of operating environment and major business transaction dynamics as they relate to the business location.
  • Good customer relations and service excellence skills.

Method of Application

Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the email.

Application Deadline 1st December, 2023.