Banking Sales & Relationship Officer
AI summary
A reputable consumer finance organization is hiring a Banking Sales & Relationship Officer to drive customer acquisition, deposit mobilization, and sales of investment and fixed deposit products. The role requires building strong client relationships, meeting set targets, and collaborating with operations and credit teams. Candidates should have 2–5 years of banking or financial services experience and strong financial analysis skills.
- Customer acquisition, deposit mobilization, and investment product sales focus
- 2–5 years experience in banking, financial services, or relationship management
- Bachelor's degree or HND in Banking & Finance, Accounting, Economics, or related field
- CIBN certification is an added advantage
- Requires strong Microsoft Excel and financial analysis skills
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- Required2+ years of relevant experienceThe job post includes a minimum experience signal.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, finance, relationship managementThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Not specifiedThe vacancy is associated with this location.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Banking Sales & Relationship Officer evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Ellasot Consulting and the role in Not specified.
- Add concrete examples related to sales, finance, relationship management, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from Jobzilla Nigeria; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- Jobzilla Nigeria
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Banking Sales & Relationship Officer role in sales, finance?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Not specified under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Ellasot Consulting before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Use AI to apply better
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Original source description
The role focuses on developing and maintaining customer relationships while achieving assigned sales and financial targets within stipulated timelines.
The Banking Sales & Relationship Officer would be responsible for driving business growth through customer acquisition, deposit and cash mobilization, investment products, and fixed deposit placements.
Our client is seeking a competent, detail-oriented Banking Sales & Relationship Officer to join its team.
Key Responsibilities
- Identify and pursue new business and customer acquisition opportunities.
- Maintain accurate records of customer activities, deposits, investments, and sales performance.
- Collaborate with the operations and credit teams to ensure smooth processing of customer transactions.
- Market the bank's savings, investment, fixed deposit, and other financial products.
- Build and maintain strong relationships with existing and prospective customers.
- Ensure all customer acquisition and sales activities comply with the bank's policies and procedures.
- Conduct regular customer visits and follow-ups to strengthen relationships and generate business.
- Monitor individual sales and deposit mobilization targets and ensure they are achieved within set timelines.
- Promote fixed deposit placements and other investment opportunities.
- Follow up with customers on investment renewals, maturities and additional fund placements.
- Understand customers' financial needs and recommend suitable banking and investment products.
- Prepare sales/activity reports and provide updates on target achievement.
- Mobilize deposits and new funds from existing and prospective customers.
Requirements
- Experience in cash/deposit mobilization, fixed deposits, and investment products is highly desirable.
- Strong proficiency in Microsoft Excel and financial analysis.
- Bachelor's degree / HND in Banking & Finance, Accounting, Economics, Business Administration, Marketing, or a related discipline.
- High level of integrity, objectivity, and professional ethics.
- Ability to work independently and maintain confidentiality.
- Good report-writing and communication skills.
- 2–5 years of experience in banking, financial services, sales, business development, relationship management, or deposit mobilization.
- Professional certification from the Chartered Institute of Bankers of Nigeria (CIBN) is an added advantage.
- Experience in banking, microfinance, lending, financial services, or a similar industry is an advantage.
- Proven experience working with and achieving sales or deposit mobilization targets.
- Excellent analytical and problem-solving skills.
- Strong attention to detail and ability to identify discrepancies and irregularities.
- N250,000 - N300,000 / month.
- How to Apply
- Interested and qualified candidates should send their updated CV to:
- frontdeskellasot@gmail.com
- using the Job Title as the subject of the mail.
- Note:
- Only candidates residing in Port Harcourt will be considered
- View all Jobs in Nigeria
- Port Harcourt and 1 other location
- Port Harcourt
- ,
- Rivers State