Treasury Direct Sales Representative(s) – Mombasa at Stratostaff

Posted 4 months ago


  • Our client a reputable tier-2 bank with a strong commitment to providing high-quality financial services to their valued customers seeks dynamic and motivated Treasury Direct Sales Representatives to join their team and contribute to their mission of financial excellence. This position plays a crucial role in building and maintaining customer relationships while providing expert guidance on treasury product investments.

Roles & Responsibilities:

  • Develop and implement effective sales strategies to achieve and exceed sales targets for the treasury products.
  • Identify and prospect potential clients, including individuals, corporations, and institutional investors, to expand the bank’s client base.
  • Provide personalized financial advice and solutions to clients based on their financial goals and risk tolerance.
  • Educate clients on the benefits of investing in treasury products.
  • Stay updated on market trends, interest rates, and economic conditions to provide informed recommendations to clients.
  • Facilitate the purchase and sale of treasury products for clients, ensuring a smooth and efficient transaction process.
  • Manage client accounts and maintain accurate records of client interactions and transactions.
  • Collaborate with internal departments to address client inquiries and resolve any issues promptly.
  • Keep abreast of banking regulations and compliance requirements to ensure all activities are in adherence to legal and ethical standards.


  • Communication Skills
  • Financial Knowledge
  • Customer Relationship Management
  • Sales Experience
  • Analytical and Problem-Solving Abilities
  • Teamwork and Independence

 MINIMUM REQUIREMENTS:                              

  • Bachelor’s degree in finance, economics, or a related field.
  • Previous experience in sales, particularly in treasury or financial products, is preferred.
  • Understanding of foreign exchange (FX) and money markets.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Proven track record of meeting or exceeding sales targets.
  • Knowledge of treasury products
  • Ability to work independently and as part of a team.
  • Exceptional customer service and relationship-building skills.
  • Proficiency in financial software and Microsoft Office applications.

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