Direct Sales AgentApplied Engineering Technology Initiative

• As a Direct Sales Agent, you will help customers get the most from their money, make the right choices and make their money work for them.
• You would also be the number one resource for customers to get advice on their accounts. Speaking with customers would also be a large part of your day-to-day work either over the phone or face to face.
• You would set up a meeting with them, discuss their financial needs and details and keep records, negotiate and keep your customers well informed and advised at all times.

Responsibilities
As a Direct Sales Agent, you will be responsible for opening new accounts and follow-up on outstanding documentation. All other related responsibilities include:

• 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 safekeeping 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.

Requirements

• First degree / HND / OND
• 2 years of work experience

Skills and Competency Requirements:

• Good interpersonal skills.
• Maturity, confidence (complimented by humility), Poise and presence, sense of humor, 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 PC skills.
• Knowledge of the 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 to relate well with people. Must be patient and self-drive.

Key Performance Measures:

• Deposit Base volume (%)
• Cost of funds
• Complete and accurate documentation for savings and current accounts
• Error-free processing