Customer Relationship Officer

About the role

The Customer Relationship Officer will act as the primary point of contact for bank clients, ensuring their inquiries are handled professionally and their needs are fully satisfied. This role combines customer service excellence with proactive sales to grow the bank's client base and revenue.

Key responsibilities

• Respond to customer requests and inquiries regarding accounts, products, and services, delivering solutions that meet or exceed expectations.
• Promote and cross‑sell the bank’s products and services to achieve branch sales targets.
• Maintain high‑quality service standards and ensure compliance with banking regulations.
• Track and report on sales performance and customer satisfaction metrics.

Required profile

• Bachelor’s degree in Business Administration, Finance, or a related field.
• At least 1 year of experience working in a banking environment.
• Strong sales orientation and a customer‑service mindset.
• Fluent English communication skills.
• Good knowledge of banking products, rules, and regulations.
• Computer literacy and ability to use standard office software.

Required skills

• Computer literacy