Deliver and achieve all in-branch daily, weekly and monthly sales opportunities by following business unit sales strategy.
Finalise client transactions by ensuring client signature for final product accepted.
Improve performance based on management guidance and feedback.
Obtain referrals from existing clients and in branch staff through collaboration.
Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
Assist and collaborate with segment colleagues (i.e. Relationship- and Business Banking) with activations to ensure new business opportunities are fulfilled.
Build relationships with clients and stakeholders through regular contact and by being available and getting to know them (i.e. I know you strategy).
Resolve client queries by following business procedure and keeping client informed.
Educate clients on the product offering by presenting them with the relevant information.
Maintain client relationships through world class service standards by listening and attending to client needs, keeping them in the loop and making things happen for them.
Develop effective partnerships with clients by listening to client needs, asking questions and demonstrating an understanding of the client's business & industry.
Responsibilities + Skills
Matric / Grade 12 / National Senior CertificatePreferred QualificationSales or Marketing Certificate or Bcomm Marketing or Commerce
Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within sales portfolio.Deliver agreed results through input to client financial analysis, making recommendations to credit, monitoring that security documentation are completed and returned to admin team and by confirming Bank queries and Bank Codes.Support the achievement of the business strategy, objectives and values.Stay abreast of developments in field of expertise.