Bank Branch Consultant | Umlazi
- Achieve and exceed customer growth, revenue, and collections targets.
- Meet individual activity metrics for all product lines.
- Execute the Bank’s sales strategy, focusing on upselling, cross-selling, and capital take-up.
- Proactively engage with existing and prospective customers through outbound calls and in-person visits.
- Convert sales opportunities from customer queries, inbound requests, and lead generation.
- Maintain and grow relationships with customers to generate new business.
- Manage your sales pipeline, ensuring accurate tracking of prospects and activities.
- Conduct financial needs analyses and follow up with clients as necessary.
- Prepare and present weekly, monthly, and quarterly sales reports.
- Manage cash, CAM, and credit card administration tasks as required.
- Stay informed about products, services, and market trends.
- Identify and act on referral opportunities within the branch.
- Support the branch’s business goals through marketing, promotions, and community events.
- Ensure compliance with marketing policies and procedures.
- Ensure high deal quality by accurately completing product applications with customers.
- Adhere to all regulatory requirements and Bank policies.
- Report any incidents of fraudulent behavior or compliance breaches.
- Maintain a zero-defect approach in deal quality and income/expense capturing.
- Uphold the Bank’s Customer Service Standards and Treating Customers Fairly (TCF) principles.
- Take ownership of application quality, query resolution, and customer satisfaction.
- Work collaboratively to enhance customer engagement and success.
- Participate in ongoing sales and service development training.
- Complete all required product, risk, and compliance training.
- Engage in personal development initiatives to enhance your value to customers.
- Ensure compliance with all branch security, safety, and operational procedures.
- Perform additional administrative duties as required by management.
- NQF 6 FSCA aligned qualification or business-related degree.
- Minimum 2 years of sales and client service experience.
- Full Rep in all Product Categories.
- Strong attention to detail and accuracy.
- Excellent administrative and client-focused skills.
- Proven ability to sell and close deals.
- Results-driven with a strong customer focus.
- Effective communication and networking skills.
- Ability to follow instructions and procedures meticulously.