Branch Sales Officer

Position Overview

The Branch Sales Officer role focuses on efficiently managing branch operations with a strong emphasis on new business development and maintaining superior customer service standards. This position requires promoting and selling financial products to reach sales goals while strictly adhering to company policies and regulatory standards. The incumbent must consistently ensure accuracy and timeliness in completing transactions and branch tasks.

Primary Responsibilities

• Accurately execute branch duties related to new business to deliver an outstanding customer experience.
• Actively promote and sell suitable financial products to achieve set sales targets.
• Provide knowledgeable assistance and information to customers while maintaining compliance with the Staff Code of Conduct.
• Perform support tasks as directed by the Line Manager to aid branch functionality.
• Comply with Business Continuity Management (BCM) procedures and participate in associated trainings.
• Cultivate productive relationships with internal departments and clientele to further business goals.
• Adhere strictly to Branch Governance Charter and established service quality standards.
• Consistently follow Operating Procedures and ensure ongoing alignment to them.
• Complete assigned sales duties with precision and within designated timelines, ensuring excellent customer engagement.
• Support overall branch operations under Line Manager’s supervision while following policies, procedures, and regulatory directives.
• Maintain professional demeanor to ensure excellent customer satisfaction.
• Manage customer transactions with cash registers efficiently and accurately.
• Scan merchandise ensuring correct pricing is applied.
• Handle payment collections via cash or credit method.
• Issue receipts, refunds, change, or tickets appropriately.
• Redeem customer stamps and coupons as required.
• Proactively cross-sell products and introduce new offerings to customers.
• Resolve customer complaints by providing guidance and relevant information.
• Welcome customers warmly on entry and exit.
• Keep checkout zones clean and organized at all times.
• Maintain accurate transaction records in balance sheets and promptly report any discrepancies.
• Handle packaging tasks such as bagging, boxing, or gift-wrapping purchases.