Senior Personal Banker – Retail Banking

Job Purpose

  • Sell entire range of personal banking products to potential retail prospects & to maintain strong relationships with existing clients of the bank.

Key Result Areas

  • Achieve monthly sales targets in the financial year.
  • Prospect in targeted segments that require meeting standards in phone calls, and face-to-face visits.
  • Present and sell Retail banking products & services to potential customers in an ethical structured & professional manner.
  • Maintaining and developing relationships with existing customers & companies to enhance the cross-sell opportunities.
  • Acting as an external personal contact between the bank and its existing and potential markets.
  • Conducting micro marketing activities that include Kiosk activities and other direct marketing activities.
  • Handling objections with a view to getting the customer to buy or company to transfer payroll.
  • Making accurate, rapid cost calculations and providing customers with correct quotations/charges.
  • Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
  • Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations.


Knowledge, Skills and Experience

  • Sales profile that require confidence, persistence, personality and verbal written
  • Basic knowledge of products, service policies and processes of Retail Banking.
  • Graduate any discipline with 2 years banking sales experience

Job Application:

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