Personal Banking Officers (Affluent)

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.

Responsibilities

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• 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

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• 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:
Send your CV to talentsourcing@sheerlogicltd.com by 26th April 2026. Indicate the job title.