Customer Sales Consultant-Maun – Standard Bank

Job Details

Customer Channels

Job Purpose

Proactively canvassing new business opportunities in the Market by packaging and selling financial products/solutions that meet financial needs in the market.

Key Responsibilities/Accountabilities

Sales and Service

  • Ensure bulk acquisition of new attraction business.
  • Provide a mobile primary point of contact to customers by identifying their financial/ transactional needs and recommending bank products as solutions.
  • Develop business opportunities by following up/pursuing leads.
  • Conduct cold calling and other prospecting techniques in a planned manner focussing on high potential value prospects.
  • Identify and follow up on new customers to increase market share.
  • Market and provide information on the full range of products to customers to optimise cross-sell.
  • Follow up on sales to ensure that customer requirements have been met.
  • Clearly understand sales targets set for self and unit.
  • Identify and nurture gatekeepers and centre of influence.
  • Provide training to corporate scheme administrators (workflow/processing applications)
  • Conduct follow-up staff briefings (personal, motor vehicle and home loans)
  • Deliver application forms and relevant product material to customers
  • Track all business and collate figures on a weekly and monthly basis.

Relationship building

  • Build relationships with Consultant Mobile Group Schemes and Accounts Support Officer to ensure good turn-round times and provision of excellent service.
  • Network with key stakeholders in the branch network and Business Banking to maximise sales and cross selling opportunities and draw on their expertise in concluding deals
  • Credibility with gatekeepers is vital to the successful co ordination and integration of sales attraction activities
  • Ensure that group scheme clients are pro-actively serviced in terms of marketing material, product updates and criteria changes.
  • Build relationships with Credit department, Branch network, home loans support and VAF to ensure good turn-round times and provision of excellent service.

Legislative & Risk compliance

  • Ensure compliance with the Bank’s Credit policy and procedures, legislation and Code of Banking.
  • Conduct a needs analysis to identify customer needs effectively when opening new accounts or giving product advice


Operational administration

  • Track businesses submitted to ensure that accepted turnaround times are met.
  • Submit sales report to Group Schemes Manager.

Preferred Qualification and Experience


  • 3-4 years banking experience, with exposure to sales.
  • Business Degree from a recognized university

Knowledge/Technical Skills/Expertise


  • Knowledge of sales and service delivery benchmarks and standards.
  • Knowledge of the various target markets found in area of operation.
  • Finacle/Core Banking exposure
  • Valid driver’s licence
  • Comprehensive knowledge of the Bank’s Credit/lending policy and procedures.
  • Thorough knowledge of the personal, home and motor vehicle loans products and processing formalities.
  •  Thorough knowledge of the Code of Banking Practice and its application in a sales context.