Sales Officer (Spanish Speaking)

Discipline: General , Sales & Business Development
Contact name: Robert Sultana

Contact email: [email protected]
Job ref: 14538
Published: 8 months ago

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

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.

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).