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Bank Sales Consultant

R 9.000,00 monthly Nelson Mandela Bay, Eastern Cape 18 April

HotelJobs CC

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  • Description


  • To promote and sell the bank products to client, ensure effective completion
    of required administration and customer service and satisfaction.
    Achievement of all Sales Targets: 1. Sell, promote and Market the Banks
    Products and ensure that the following is achieved: 1.1 Retention of existing
    clients 1.2 Acquisition of new clients 1.3 Reactivation of dormant client 2.
    Achieve Sales Target as set by Management (differing targets for branch
    consultants versus candidate consultants) i.e.: 2.1 Minimum set turnover 2.2
    Minimum set number of loans sold 2.3 New client targets 2.4 Credit card
    conversion rate 2.5 Set minimum number of credit cards 2.6 Missed 1st and
    2nd installment at set branch targets Performance of key sales activities: 1.
    Promote and sell new products as the Bank introduce same from time to time
    2. Interview Clients to establish the clients needs 3. Phone clients for sales
    (Tele-Sales) 4. Generate Sales Leads 5. Request referrals from Clients 6.
    Follow up and make appointments with prospective clients 7. Follow up on
    status of workflow and applications being processed 8. Keep the client
    informed at all times with regards to the loan application status 9. Forward
    the Loan Application to Administration for process finalisation Application
    Administration and Costs: Capturing of Loan Applications 1. Check loan
    application documentation for accuracy, authenticity and compliance to
    Policy and Procedures as well as completeness 2. Accurately capture all
    client information on Xiriuz as per loan application and supporting
    documentation 3. Suspend or reject loan applications to be re-quoted as and
    when required 4. Report suspicious or fraudulent loan application documents
    to the Branch Manager 5. Explain the Loan Application Process to facilitate
    client understanding of the process 6. Explain Terms and Conditions of
    Banks Products to clients 7. Issue copy of Contract / Agreement to Client 8.
    Print loan agreement for client signature 9.Correct altered loan application
    information on Xiriuz sent for rework and reprint for client signature 10.
    Follow up on clients with 1st and 2nd missed instalments. Client Service: 1.
    Project / promote the professional image of African Bank by adhering to the
    dress code, housekeeping, professional behaviour and code of conduct 2.
    Maintain relationships with internal and external clients 3. Resolve all client
    related issues according Client Query Resolution Procedures within set
    turnaround times and keep clients informed 4. Explain compliance
    requirements to clients and reasons for non-approval of loan applications 5.
    Maintain professional look and feel of branch (branch neatness and
    atmosphere) 6. Welcome clients and visitors in a friendly and professional
    manner Compliance to Policies and Procedures: 1. Execute all Branch Consultant related duties and activities in adherence to Internal Audit
    standards (BPR): 1.1 Cash Administration 1.2 Compliance, regulatory and
    Credit Policy 1.3 General Operations Customer: 1. Create and maintain
    productive relationships with internal and external clients by providing advice
    and assistance 2. Create understanding of the real versus perceived need
    through experience and expertise while complying with company polices
    legislation and regulations 3. Keep the client informed about progress
    through written communication, telephone communications and/or face to
    face meetings 4. Build a positive image by exceeding client expectations at
    all times 5. Treat internal and external customers fairly at all times
    Behavioural (COMP) Professionalism Assertiveness Pleasant disposition
    Resilience Self Starter Empathy Technical (COMP) Analytical skills Client
    Focus Accuracy and speed Selling Skills Administrative skills Interpersonal
    and communication Skills Results orientated Computer Literacy Numeracy
    Working knowledge and understanding of Products, Systems, Policies and
    Procedures Behavioural (COMP) Professionalism Assertiveness Pleasant
    disposition Resilience Self Starter Empathy Technical (COMP) Analytical
    skills Client Focus Accuracy and speed Selling Skills Administrative skills
    Interpersonal and communication Skills Results orientated Computer Literacy
    Numeracy Working knowledge and understanding of Products, Systems,
    Policies and Procedures Minimum Education RE5 NQF level 6 (FSB
    Recognized) Grade 12 or equivalent Minimum Experience 2 - 4 years sales
    and client service experience



  • Number of vacancies: 10
  • Requirements

  • Minumun level of education: Certificate
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Bank Sales Consultant

  • Recruiter

    HotelJobs CC

  • Province

    Nelson Mandela Bay, Eastern Cape

  • Work type

    Full Time

  • Type of contract

    Permanent contract

  • Salary

    R 9.000,00 monthly

  • Apply now

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