We are seeking dynamic and customer-focused Personal Banking Officers to join our Outbound Personal Banking team. This is a 1-year renewable contract role offering a competitive package of 60,000 KES per month. The role involves executing defined tasks and performance measures across entrenchment, retention, onboarding, and engagement campaigns within the affluent banking segment.
Responsibilities
Execute defined tasks and performance measures across entrenchment, retention, onboarding, and engagement campaigns.
Engage clients to drive cross-sell, increase transactional turnover, and improve conversion of new-to-bank sales.
Conduct outbound calls to uplift transactional activity, cross-sell, and retention.
Report daily activities using designated tools/templates to support weekly, monthly, and quarterly reporting.
Collate insights on value, variation, and process failures to enhance management information.
Educate clients on procedures, system functionalities (self-service, IVR), and their rights under the Code of Banking Practice.
Adhere to risk and compliance requirements while managing client demands.
Requirements
3–4 years’ experience in branch banking environment.
BA/BSc/HND qualification.
Strong understanding of bank processes, policies, and products.
Practical problem-solving skills and common-sense approach.
Quick learner, adaptable to change and ambiguity.
Strong interpersonal skills; builds rapport easily.
Highly productive, comfortable multitasking.
Articulate communicator with social confidence.
Results-driven, persistent, and ambitious.
Continuous improvement mindset with intuitive judgement.
Ability to verify and assess account application submissions.
Sound knowledge of bank policies and customer transaction processes.
Skilled in analysing customer needs and financial objectives.
Understanding of account application processes and customer qualification criteria.
Knowledge of features, benefits, and pricing of Personal Banking products.
How to Apply
Interested and qualified candidates should send their CV to talentsourcing@sheerlogicltd.com by 27th April 2026. Please indicate the job title in the subject line of your application.
How to Apply
Interested and qualified candidates should send their CV to talentsourcing@sheerlogicltd.com by 27th April 2026. Please indicate the job title 'Personal Banking Officers (Affluent)' in the subject line of your email.