Branch Sales & Service Officer in Lagos, Nigeria

at Standard Chartered Bank

Banking / Financial Services
Sales/Business Development
Minimum Qualification
Bachelor's Degree
Required Experience
3 - 5 years
Employment Type
Full Time
Male or Female
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Job Description

  • Advise Personal Clients approaching Bank with complex inv. needs
  • Address walk-in NTB/ETB clients' sales needs; Pull generated from Mobile/Web, catchment campaigns, word of mouth
  • Activate NTB/ETB clients and set up and educate clients on remote channel usage. Hand over client to Priority or Business Banking Team if required

Inbound ETB Service-To-Sales:

  • Address walk-in ETB clients' (any segment) sales needs (may be from Service to Sales; Serve client on initial request and broaden to next best conversation based on ETB analytics
  • Direct and educate walk-in clients to use self-serve channels and handle service requests
  • Actively seek service to sales opportunities

Engaging and deepening activities:

  • This includes full understanding of needs of walk in clients, explain proposition that best fits need, refer for specialised needs

Methodically Engage (remote):

  • Have complete knowledge of the clients in terms of the profile & assets
  • Create analytics-backed next best conversation

Needs /anchor products:

  • Individual banking products (Deposits, Wealth Products, Mortgage, CC)

Meet & deep sell (remote & in person):

  • Meet in person to meet advisory needs
  • Connect client with specialists
  • Set up products
  • Conduct/connect for periodic KYC
  • Conduct fulfilment & activate

Needs /anchor products:

  • Individual banking products (Deposits, Wealth Products, Mortgage, CC)

Service (remote & in person):

  • Fulfil basic service needs and pass on to Client Service Managers when applicable

Needs /anchor products:

  • As needed by clients

Acquiring on Referrals:



  • Product broadening
  • Basic banking products knowledge -CASA, Mortgage, PIL, Credit Cards, Simple wealth
  • Market and competition knowledge
  • Client engagement
  • Closing deals
  • Client training on digital solutions
  • Communication and presentation skills
  • Negotiation and objection handling
  • Journey completion
  • Understanding of KYC/CDD principles


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