Direct Sales Agent at Michael Stevens Consulting

Major Roles & Responsibilities

• Responsible for opening new accounts and follow-up on outstanding documentation
• 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.
• 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.
• 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.
• 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.
• 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