## Title: Entrenchment Team Leader – Personal Banking (Affluent)

A dynamic team is expanding and looking for the right talent to lead our Personal Banking entrenchment initiatives.

Design, test, and scale campaigns to improve engagement, increase entrenchment, drive cross-sell, improve transactional turnover, minimise client disengagement through retention, and improve conversion of new-to-bank sales to active clients
Identify ad hoc campaigns to drive financial targets for Personal Banking (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
Drive cost reductions through optimisation of onboarding, entrenchment, and retention activities
Enable effective monitoring and reporting of key success measures for onboarding, activation, entrenchment and retention strategies
Prepare and share weekly, monthly, and quarterly reports on the status of the Personal Banking Entrenchment capability (e.g., client uplift and successful/unsuccessful campaigns)
Work with Personal Banking, Personalisation, Client Coverage, Digital, eCommerce and other relevant domains/business areas to effectively implement and ensure success of entrenchment capability

3–4 years' team leadership experience within branch network or contact centre environment
Good understanding of 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
Focused on continuously improving things; provides insights by identifying key issues

Entrenchment Team Leader-Personal Banking (Affluent) at Sheer Logic

Job description