Personal Banking Officers (Affluent)

Key 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 and Qualifications

• Education: BA/BSc/HND degree qualification.
• Experience: 3–4 years’ experience in a branch banking environment.
• Strong understanding of bank processes, policies, and products.
• Practical problem-solving skills and a common-sense approach.
• Quick learner, adaptable to change and ambiguity.
• Strong interpersonal skills; ability to build rapport easily.
• Highly productive and 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 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 the email.