Bank Branch Consultant | Port Elizabeth

Join our client as a Bank Branch Consultant, where you’ll promote and sell our client’s comprehensive product range to clients. Your role involves developing new contacts and sales leads through our client’s internal campaigns and your own referrals, all while upholding the highest standards of responsibility and client service.

Key Responsibilities :

Sales Focus :

• 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.

Marketing Focus :

Risk & Compliance Focus :

Customer Service :

Training & Development :

Operational Activities :

Qualifications :

Technical Skills :

Behavioural Competencies :

Apply now to be part of a dynamic team that values customer success and professional growth.

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