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Retail Banking Sales Associate

Procore Technologies

Job Type

Full-time

Work Type

On-Site

Location

Doha, Qatar

Experience

2 - 3 years
  • Engage with customers to identify their financial needs, providing tailored banking solutions that enhance customer satisfaction and drive sales.
  • Educate clients on various banking products and services, ensuring they understand features, benefits, and the value they bring to their financial goals.
  • Assist in the onboarding process for new clients, including account setup, documentation, and ensuring a seamless transition into banking services.
  • Conduct regular follow-ups with existing clients to foster relationships, address concerns, and identify opportunities for cross-selling additional services.
  • Maintain up-to-date knowledge of industry trends and competitive offerings to effectively position the bank's products against market alternatives.
  • Utilize CRM tools to track customer interactions and sales activities, ensuring accurate reporting and follow-up to maximize sales opportunities.
  • Collaborate with team members to meet and exceed branch sales targets, contributing to a positive and high-performing team culture.
  • Execute compliance and regulatory procedures diligently, ensuring all activities adhere to banking laws and internal policies.
  • Participate in community outreach programs to promote the bank’s services and build brand recognition within the local market.
  • Manage administrative tasks related to sales, including preparing reports and handling customer inquiries efficiently to enhance operational productivity.