Branch Sales Officer

Job Description

What You’ll Be Doing:

• Execute branch tasks related to new business with accuracy and timeliness, ensuring excellent customer experience.
• Promote and sell appropriate financial products to meet assigned sales targets.
• Provide expert guidance and information to customers while upholding the Staff Code of Conduct.
• Perform additional duties as assigned by the Line Manager to support branch operations.
• Adhere to Business Continuity Management (BCM) protocols and undergo relevant training.
• Foster relationships with internal departments and customers to support business objectives.
• Strict compliance to the Branch Governance Charter and service standards.
• Follow Operating Procedures and ensure consistent orientation to them.
• Deliver assigned sales tasks with precision and within set timelines, ensuring excellent customer service.
• Support branch operations under the supervision of the Line Manager, adhering to departmental policies, procedures, and regulatory requirements.
• Maintain professionalism and provide excellent customer experience.
• The role involves handling repetitive and well-defined problems with limited solution options. Tasks are performed under direct supervision, following established policies and procedures. There is minimal scope for independent judgment or decision-making.
  
  

• Behavioural Competencies: Fostering teamwork, building collaborative relationships, adaptability and resilience, team collaboration, result orientation, problem solving
• Functional Competencies:Attention to detail, effective communication, technical proficiency,
  
  

• Identify and prospect new retail customers for bank products.
• Meet or exceed monthly and quarterly sales targets.
• Promote personal loans, credit cards, auto loans, accounts, bancassurance, and other approved products.
• Conduct product presentations and demonstrations for prospective clients.
• Build and maintain relationships with existing customers to drive repeat business.
• Ensure all sales activities comply with bank policies and regulatory requirements.
• Prepare and submit accurate sales reports and documentation.
• Collaborate with branch team members and support functions to achieve objectives.
• Participate in ongoing training and product knowledge sessions.
• Handle customer inquiries and resolve issues promptly and professionally.
  
  

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• Minimum 2 years of experience in retail banking sales or financial services.
• Proven track record of meeting or exceeding sales targets.
• Strong knowledge of retail banking products such as loans, credit cards, and bancassurance.
• Excellent communication and interpersonal skills.
• Ability to thrive in a fast‑paced branch environment.
• High level of integrity with a strong awareness of compliance standards.
• Proficiency with Microsoft Office and banking CRM systems.
• Customer‑focused mindset with strong problem‑solving abilities.
• Valid banking license or relevant certification (preferred).