Casa Sales Officer

Key Responsibilities

• New-to-bank acquisition of high-end current accounts through open market lead generation; closure of monthly CASA targets, with adherence to KYC & AML policies.

• Ensure successful onboarding of customers for a smooth transition to the branch banking team.

• Activation of customers ensure required balances are maintained and transactions begin within M1 & Q1 (80% AQB adherence, 75% internet banking penetration, 50% DSB penetration).

• Drive lead-generation activities.

• Cross-sell by generating leads and liaising with the Branch Manager and product teams (trade, FX, CMS/DSB, etc.) to offer suitable business solutions to customers.