Job Description
Essential Functions
- Designs, tests, and scales campaigns to improve engagement, increase entrenchment, drive cross-sell, improve TPS transactional turnover, minimise client disengagement through retention, and improve conversion of NTB sales to active clients.
- Identify ad hoc campaigns to drive financial targets for Personal Banking i.e. liabilities, assets, salary switch, etc.
- Implement and track progress on campaigns targeted to reduce inactive client base and attrition through set measures for Personal Banking.
- Ensure appropriate recovery and resolution plans to protect the segment from any untoward event. Identify and provide appropriate solutions for threats and opportunities within the client base.
- Drives cost reductions through optimization of onboarding, entrenchment, and retention activities.
- Enable effective monitoring and reporting of key success measures for onboarding nursery strategies, activation, entrenchment and retention.
- Prepare and share weekly/monthly/quarterly reports on the status of the Personal Banking Entrenchment capability (e.g., client uplift and successful/unsuccessful campaigns).
- Work with Personal Banking, Personalization, Client Coverage, Digital and eCommerce and other relevant domains/business areas to effectively implement and ensure success of Entrenchment capability
Work Experience
- 3-4 years’ Team leadership within Branch network or contact centre environment with good understanding in Bank processes, policies, products and customer life cycle management (Customer Entrenchment, retention and cross sell)
- Motivates individuals by empowering them; seeks to inspire people and groups; gives encouragement to others
- Strives to achieve outstanding results; is ambitious and acts with determination; persists through difficulties to achieve results
- Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgements
- Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
- Prepared to disagree and question assumptions; challenges ideas and established views; comfortable arguing own perspective
- Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.
- Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges
- Builds rapport and puts people at ease; is engaging and welcomes people; finds it easy to make friends
- Is focused on activity and works quickly; keeps busy and maintains productivity; is comfortable multi-tasking to produce output
- Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information
- Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others
- Interprets data rationally by quantifying issues; applies technology as a means to evaluating data; evaluates information objectively.
How to Apply
Send your updated CV to recruitment@sheerlogicltd.com on or before 26/04/2025.
Kindly indicate the job title in the subject line ENTRENCHMENT TEAM LEADER
(Only shortlisted candidates will be contacted.)