We are recruiting to fill the position below:
Job Title: Branch Sales & Service Officer
Job ID: 481301
Location: Lagos
Job Function: Retail Clients
Regular/Temporary: Permanent
Full/Part Time: Full time
Job Description
- Advise Personal Clients approaching Bank with complex inv. needs
- Address walk-in NTB/ETB clients' sales needs; Pull generated from Mobile/Web, catchment campaigns, word of mouth
- Activate NTB/ETB clients and set up and educate clients on remote channel usage. Hand over client to Priority or Business Banking Team if required
- Address walk-in ETB clients' (any segment) sales needs (may be from Service to Sales; Serve client on initial request and broaden to next best conversation based on ETB analytics
- Direct and educate walk-in clients to use self-serve channels and handle service requests
- Actively seek service to sales opportunities
- This includes full understanding of needs of walk in clients, explain proposition that best fits need, refer for specialised needs
- Have complete knowledge of the clients in terms of the profile & assets
- Create analytics-backed next best conversation
- Individual banking products (Deposits, Wealth Products, Mortgage, CC)
- Meet in person to meet advisory needs
- Connect client with specialists
- Set up products
- Conduct/connect for periodic KYC
- Conduct fulfilment & activate
- Individual banking products (Deposits, Wealth Products, Mortgage, CC)
- Fulfil basic service needs and pass on to Client Service Managers when applicable
- As needed by clients
Connect & prepare (remote):
- Connect & start up referred leads (includes Personal clients in Branch with more advanced needs)
- Explain proposition & requirements in full
- PL, CASA, CC, Wealth Products
- Meet, listen and determine further needs
- set up anchor products & initiate cross-sell
- Conduct/connect for KYC
- Educate and conduct initial set up for Mobile/Web, ATMs, Client Centre, and Branch
- Conduct fulfilment & activate
- As above
- Product broadening
- Basic banking products knowledge -CASA, Mortgage, PIL, Credit Cards, Simple wealth
- Market and competition knowledge
- Client engagement
- Closing deals
- Client training on digital solutions
- Communication and presentation skills
- Negotiation and objection handling
- Journey completion
- Understanding of KYC/CDD principles
Not Specified.
How to Apply
Interested and qualified candidates should:
Click here to apply online