Relationship Banker – Personal Banking Sales

About the role

The Relationship Banker will promote the full suite of personal banking products to prospective retail customers and nurture relationships with existing clients, ensuring high‑quality service and compliance.

Key responsibilities

• Achieve monthly sales targets for personal banking products.
• Prospect targeted segments through phone calls and face‑to‑face visits.
• Present and sell banking products and services in an ethical, structured manner.
• Manage a portfolio of approved companies, developing key contacts.
• Conduct micro‑marketing activities such as kiosk events and direct marketing.
• Handle objections to secure sales or payroll transfers.
• Ensure end‑to‑end customer turnaround time meets quality guidelines.
• Maintain strict compliance with KYC, FATCA, AML/CTF and third‑party policies.
• Record all sales activities in daily reports and update the CRM.
• Participate in team huddles, training, compliance and fraud sessions.
• Uphold the highest ethical standards and report any breaches.

Required profile

• Minimum of 1 month experience in banking or sales.
• Strong communication and relationship‑building abilities.
• Ability to work towards targets in a fast‑paced environment.

Required skills

• FATCA
• Sales
• KYC
• CTF
• AML