Sales Associate – Retail Banking at Alan & Grant

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.
• Relevant professional certification is an added advantage.
• Proven track record of meeting or exceeding sales targets.
• Knowledge of business banking products and services.