Relationship Officer at Workforce Group

Division: Personal and Private Bank Group

Reporting to: Team Lead, Personal & Private Banking Group

Job Summary: The Relationship Officer will be responsible for coordinating the Bank’s sales strategy in the attainment of its financial and non-financial goals across the business in the designated branch.

Job Responsibilities and Duties

• To effectively deliver the Bank’s sales strategy within the branch; ensuring, utilizing required knowledge, skills to ensure that all business activities/processes are driven towards the achievement of the branch’s objective / budget in line with the overall strategy of the bank.
• Effective liability generation from all business channels within the branch.
• Consistently explore grow the Private/Personal business environment and business referrals in order to identify, develop and close business/ sales opportunities.
• Cultivate a sales process that includes cross-selling initiatives that will safely and profitably increase market share/penetration across the business.
• Team responsibility for the Private/Personal banking segment, ensuring the selling of appropriate products and services as well increase customer wallet share within the defined business segment.
• Constantly proactively track and trap business opportunities

Job Requirement:

• A first degree (B.Sc.).
•  Training and Re-training on sales management, Enterprise Risk Management
• Relevant post-graduate qualifications (M.sc or MBA) or an acceptable professional qualification in Accountancy or Finance would be an advantage
• Minimum of 4 years of experience in Sales