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Direct Sales Agent (Nationwide)
About this role
The role is a Direct Sales Agent position for a bank with nationwide scope. The agent promotes banking products, attracts new customers, and assists with loan applications while maintaining strong customer relationships.
What you would do
- Identify potential clients and proactively sell the bank's products to meet sales targets
- Assist customers with loan applications and ensure all documentation is complete before submission
- Cross-sell additional bank products to new and existing customers
- Ensure documents and agreements comply with bank policies
- Maintain records of sales activities and submit regular reports
- Build and maintain strong client relationships and collaborate with marketing, product specialists, and sales managers to support campaigns
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