Banking Officer - CASA

Responsibilities

• Manage a portfolio of clients.
• Cross-sell banking products (loans, insurance, investments).
• Provide advisory on savings, investment, and loan options.
• Resolve customer queries and complaints.
• Ensure customer retention and satisfaction.
• Source new savings and current account customers (individuals, professionals, small businesses).
• Conduct field visits and cold calls to generate leads.
• Explain account features, benefits, and documentation requirements.

Drive business targets (CASA, loans, insurance, etc.).

Skills Required

Loan options, Advisory on savings