Senior Personal Banker

Job Purpose

• Sell entire range of personal banking products to potential retail prospects & to maintain strong relationships with existing clients of the bank.

Key Result Areas

• Achieve monthly sales targets in the financial year.
• Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visits.
• Present and sell Retail banking products & services to potential customers in an ethical structured & professional manner.
• Maintaining and developing relationships with existing customers & companies to enhance the cross-sell opportunities.
• Acting as an external personal contact between the bank and its existing and potential markets.
• Conducting micro marketing activities that include Kiosk activities and other direct marketing activities.
• Handling objections with a view to getting the customer to buy or company to transfer payroll.
• Making accurate, rapid cost calculations and providing customers with correct quotations/charges.
• Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
• Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.

Knowledge, Skills And Experience

• Sales profile that require confidence, persistence, personality and verbal written
• Basic knowledge of products, service policies and processes of Retail Banking.
• Graduate any discipline with 2 years banking sales experience