Jobs Career Advice Post Job
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Jul 14, 2025
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Stan Consulting Group Limited was established in the year 2009, with an objective of providing a wide range of consulting services to our clients. We (SCG Ltd) are NITA Approved trainer (NITA/TRN/805) and IHRM registered trainer (IHRM C00304).
    Read more about this company

     

    Financial Access Sales Officer (FASO)

    Roles/Duties & Responsibilities

    • Identify and understand the need of the customer and ensure profile falls within focus segment.
    • Sell the Banks Products proactively to existing/new/prospective customers.
    • Obtain relevant documents on all accounts opened.
    • Ensure accuracy of all bank forms and documents executed by the customer.
    • Ensure timely submission of all forms and documents to relevant internal unit for processing.
    • Ensure timely processing of all initiated customer transactions, with specific emphasis on account opening, cheque book issuance and debit card request.
    • Visit and or call customers regularly with a view to establish good relationship.
    • Review customer position daily and note inflows and unusual outflows for follow-up with the concerned customer.
    • Monitor maturing fixed deposits and investments and communicate customers at least a week before maturity with a view to securing their approval to roll over the deposits.
    • Crosssell opportunities identified should be referred to the Team Lead Update call memo on a daily basis.
    • Participate in tactical sales/marketing activities, e.g. market storms.
    • Ensure assigned sales target and budgets are met.
    • Provide daily, weekly and monthly reports on sales activity and challenges
    • Ensure timely submission of weekly plan and achievement report to the Team Lead.
    • Participate in weekly/monthly sales performance review meetings.
    • Perform any other duty as may be assigned by the Team Lead

    Skills & Qualifications

    • First degree on any business-related discipline, a degree in Marketing will be an added advantage
    • One year in the banking /Financial Sector

    Required Knowledge, Skills and Abilities Relationship Management

    • Customer Service Orientation
    • Industry Knowledge
    • Legal Statutes & Banking Regulations/Compliance Management
    • Proficiency in Microsoft Office Suit (Word, Excel & PowerPoint)
    • Business Writing
    • Planning & Organizing
    • Oral Communication
    • Entrepreneurship
    • Analytical Skills
    • Problem Solving

      

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Stan Consulting Group Limited on docs.google.com to apply

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Stan Consulting Group Limited Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail