Personal Banking Officers (Affluent) Job
Banking Jobs. Sheer Logic Jobs
Description
- 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.
- 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.
- 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
How to Apply: Send your CV to talentsourcing@sheerlogicltd.com by 27th April 2026. Indicate the job title
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