Sales Consultant

The Sales Consultant is responsible for delivering high‑quality customer service while promoting and selling the bank’s products and services. The role includes welcoming customers, processing account openings and service requests, guiding clients through banking procedures and digital channels, and ensuring accurate data entry across systems. The consultant also handles card services, updates customer information, resolves issues in coordination with branch operations, and complies with AML, KYC, and Central Bank regulations to maintain operational integrity and service excellence.

Job Responsibilities

• Present and sell the bank’s products and services to customers with the highest level of service quality and professionalism.
• Receive customer requests for banking products, enter them into the system, and follow up on their execution.
• Welcome customers wishing to open accounts, ensure all required documents are completed, enter the information into the system, capture signatures, and request authorization from the Operations Manager.
• Dispatch contracts and account documents to the Information Center via mail and upload them to the DMS system.
• Greet and welcome all customers entering the branch and ensure the required service is provided.
• Assist customers in filling out forms when needed.
• Guide customers on how to complete their transactions correctly and how to use ATMs or other electronic channels.
• Direct customers to the appropriate staff member.
• Respond promptly to customer issues and requests in accordance with work procedures and guidelines, and follow up with the Branch Supervisor to resolve problems.
• Receive ATM card requests, enter them into the system, print instant cards, and deliver renewed cards received from the administration to customers.
• Receive customer requests for updating personal information.
• Receive requests for account closure or modification, and deliver them to the Operations Manager for system entry.
• Receive authorized representatives, complete the power-of-attorney form, verify signatures, enter the data into the system, and request authorization from the Operations Manager.
• Process standing orders, create and activate memberships, and forward them to the Operations Manager to complete execution procedures.
• Handle signature change requests and account movement requests.
• Enter ATM and POS-related claims into the ATM Claims System.
• Receive customer complaints and forward them to the Operations Manager for resolution.
• Inquire about credit cards and ATM cards retrieved by the branch ATM and guide customers to collect them from the Senior Teller.
• Provide customers with product brochures.
• Raise suspicious transaction reports related to money laundering, fraud, or any violations of regulations and instructions.

Qualifications, Experience & Skills

• Educational Qualification
  • Bachelor’s degree or higher.

Job-Specific Skills

• Anti–Money Laundering (AML) monitoring.
• Application of Know Your Customer (KYC) principles.
• Understanding of banking procedures.
• Service quality skills.
• Communication and dialogue skills.
• Marketing skills.
• Ability to identify money laundering indicators.
• Application of Central Bank regulations and internal procedures.