Team Leader, Sales Support - Personal Banking

Job Purpose

Principal Accountabilities

Sales Support Operations & Documentation

• Reviewed and authorized personal banking product documentation received from Sales channels, ensuring all submissions were duly prepared for credit review and approval.
• Verified that all document, application, and security requirements were met before disbursement through team oversight and review.
• Pre-screened files and coordinated submission to Credit for evaluation.
• Managed application processing through workflow systems in a checker capacity.
• Generated credit bureau reports and Siron checks for individual and corporate clients to support credit assessment.
• Oversaw loan settlement activities and implemented approved facilities in banking systems.
• Prepared vendor agreements, settlement cheques, undertakings, and supporting documents for personal banking products submitted by Sales Channels.
• Maintained secure custody of original documents and collateral materials before archiving them in line with bank procedures.

Risk Management & Quality Control

• Monitored documentation irregularities, submission errors, deviations, and exceptions, ensuring timely escalation, root-cause analysis, and corrective action.
• Oversaw application reviews for completeness, accuracy, and compliance with established standards while maintaining quality control checks and sample reviews.
• Led process improvement initiatives to enhance efficiency, reduce operational costs, and improve turnaround times.
• Established and maintained standard operating procedures, service level agreements, and quality management policies across sales channels.
• Planned team resources and maintained control documentation to support business priorities, data accuracy, and consistent execution.
• Oversaw onboarding, invoicing, and control checks for external brokers and agents to ensure operational readiness and compliance.

Reporting & Compliance

• Maintained oversight of reporting dashboards, control records, and documentation to support compliance monitoring and management visibility.
• Monitored adherence to regulatory requirements and internal policies, ensuring timely resolution of sales issues, complaints, and control gaps.
• Managed audit action tracking and remediation reporting to strengthen transparency and accountability.

Team Development & Collaboration

• Mentored and developed sales support team members in banking application controls and supported structured onboarding.
• Provided training and coaching to improve team knowledge, quality, and performance.
• Led cross-functional collaboration with credit, loan operations, and marketing teams to resolve documentation and operational issues.
• Coordinated with HR on interview scheduling and new hire orientation to support hiring and onboarding processes.
• Managed team communication with external parties, including sales agents and brokers, to maintain service alignment.

Job Requirement (Qualification And Experience)

• :
• Bachelor's degree will be preferable
• 5 years’ experience Sales support manager role
• Effective communication skills
• Please note that this hiring will be on second party contract (outsource role)