Customer Engagement (Sales) Officer at TrustBanc Group July, 2024

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Job Objectives:

  •  To build and maintain strong relationships with existing and new clients, drive sales and ensure customer satisfaction.

Main Duties and Responsibilities:

  • Accomplish sales targets and goals set by the company
  • Identify opportunities for upselling and cross-selling.
  • Develop strategies to expand customer base and increase sales revenue.
  • Recognize new sales opportunities through proactive customer engagement and relationship building.
  • Provide administration and support on all loans to new and existing clients.
  • Implement global best practices with respect to operations and client loan administration.
  • Communicate with clients on TrustBanc Microfinance Bank product range in a courteous and professional manner via telephone, email, and letters.
  • Maintain an active knowledge base of all TrustBanc’s loan products and an understanding of the qualifications required of each applicant.
  • Assess client’s needs and advise on loans suitable during their application.
  • Obtain and verify information such as their salaries, debts and employment status provided by clients during the loan application process.
  • Review file documentation for missing or erroneous information
  • Determine all applicable ratios and metrics required to determine debt payment plans.
  • Respond to clients’ enquiries and give feedback on loan application outcomes.
  • Remain up to date with loan application deadlines and adequately inform clients.
  • Build long-term, trusting relationships with customers.
  • Ensure customer satisfaction at the highest possible level.
  • Operate in compliance with laws and regulations and adhere to lending compliance guidelines.
  • Maintain a positive working relationship with internal departments and external contacts.

Skills, Competencies and Requirements:

General Requirements:

  • Highly positive and resilient
  • Willingness to pick up and develop new skills.
  • Strong client service orientation.
  • Good understanding of sales
  • Flexible, “can do” approach to work.
  • A Good Team Player

Specific Requirements:

  • HND or bachelor’s degree in any discipline
  • Zero-to-1-year relevant work experience.

Work Experience:

  • Experience working in a call centre or with clients.
  • Proficiency in MS Excel, Word, and Outlook.
  • A clear communicator with good telephone manners.
  • A problem solver who enjoys dealing with clients.
  • Team player who can work independently as well.
  • Deadline driven individual who has high attention to details.

Desired Personal Attributes:

  • Integrity.
  • Agile and Efficient.
  • Open Mindedness.
  • Respect for colleagues at all levels.
  • Committed and Loyal to Company Programs and Future.
  • Ability to cope with and work under pressure.

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