Direct Sales Agent (DSA) at a Reputable Bank - Michael Stevens Consulting

Michael Stevens Consulting

Job Description / Responsibility

As a Direct Sales Agent you will help customers get the most from their money, make the right choices and make their money work for them.

You would also be the number one resource for customers to get advice on their accounts. Speaking with customers would also be a large part of your day-to-day work either over the phone or face to face.

You would set up a meeting with them, discuss their financial needs and details and keep records, negotiate and keep your customers well informed and advised at all times.

Job Role and Description

As a Direct Sales Agent, you will be responsible for opening new accounts and follow-up on outstanding documentation. All other related responsibilities include:

Update and follow up on returned cheques every morning.

Follow up on customer’s requests such as pay in cheques, collect cash, process drafts, process transactions, etc

Update new deposits and new accounts on the system daily.

Responsible for the provision and safekeeping of customers’ information and files.

Mobilization of Cheap funds e.g. Savings and current accounts.

Cash pick up from the customer for deposit into their account.

Any other duties as assigned by Supervisor

Key Performance Measures:-

Deposit Base volume (%)

Cost of funds

Complete and accurate documentation for savings and current accounts

Error-free processing

Customer complaint level.

Educational Requirements

    Candidates should possess an OND / HND / B.Sc qualification.

Experience Requirements

    Candidates should possess relevant experience

Additional Job Requirements

    Not more than 35 years of age

    Good interpersonal skills.

    Maturity, confidence (complimented by humility), Poise and presence, sense of humour and emotional stability.

    Good marketing/selling and negotiation skills.

    Knowledge of basic banking operations and processes/product knowledge.

    Fair understanding of banking regulations.

    Fair written and oral communication skills.

    Knowledge of the Bank’s products and services.

    Good in PC skills.

    Knowledge of the operating environment and major business transaction dynamics as they relate to the business location.

    Good customer relations and service excellence skills.

    Report writing and presentation skills.

    High level of confidence and integrity.

    Must possess a good personality to enable him/her to relate well with people. Must be patient and self-drive.

Company Information
Michael Stevens Consulting Address : 22B, Rafiu Shittu, Alaka Estate, Surulere , Lagos , Nigeria Web : Website

Job Summary

Michael Stevens Consulting
  • Category : Sales
  • Posted on : 13 Oct 2021
  • Job Type : Full Time
  • No. of Vacancies : 1
  • Employer : Michael Stevens Consulting
  • Experience : 0
  • Salary : Negotiable
  • Location : Lagos
  • Application Deadline : 27 Oct 2021

Read this before applying

  • No Specification here


Interested and qualified candidates should send their CVs to: [email protected] using the Job Title as the subject of the email.

If you have any concerns about this job then please report it to our Customer Service team.

Job Source:

Print at: 23 Oct, 2021 05:01 pm

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