Personal Banking Officers (Affluent) at Sheer Logic

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.