Sales Officer (Spanish Speaking) – Job No. 5835



The Sales Officer will report directly to the Sales Team Leader and will be part of a team that is responsbile of handling sales, customer on-boarding and document verification of a loan portfolio.


Our client is a well-established company within the financial services industry.


Areas of responsibility:

Actively seeking new sales by executing appointed strategies and instructions;

Adhering to the team’s sales targets and deadlines;

Collaborate with the Sales team members to constantly improve process efficiency and overall results;

Customer on-boarding and verification of documents as per the Bank’s Policies and Operational Procedures;

Understand thoroughly the Bank’s products whilst ensuring that customers are always presented accurate information;

Responding to any customer queries via email, sms and phone;

Provide an excellent customer experience;

Work closely with other Bank departments, especially Payments and Collections, in order to ensure transparent and efficient interaction;

Ensure adherence to the Bank’s Code of Ethics and related policies;

Other responsibilities may include:

Involvement in production of Sales reports;

Involvement in training and mentoring of other team members;

Assist in documentation of the team’s Operational Procedures;

Providing ideas and suggesting ways for the improvement of operational systems, processes and procedures;

Execute ad hoc tasks as may be requested by the Sales Team Leader.


Higher Education qualification;

Excellent command of English and Spanish languages;

Essential demonstrable experience in sales of financial products;

Experience in customer on-boarding and documentation verification processes;

Fast learner with a passion for Sales;

Excellent communication skills with a results-driven approach;

Ability to work independently;

Good knowledge of Microsoft Office tools (especially EXCEL).

Your Consultant

Ben Tomlinson
Recruitment Consultant

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