cobalt banking relationship manager – σύμβουλος πελατείας ιδιωτών
Jul 6, 2026 · CrediaBank
About the job
We are looking for a Cobalt Banking Relationship Manager who will be responsible
for the management and coordination of the tasks related to serving the Branch's
affluent/high-net worth customers (Cobalt) regarding the sale of deposit,
investment, lending and bancassurance products, in accordance with the Bank's
policies and procedures. The job holder will promote the commercial objectives of the
Branch, through the development and maintenance of good working relationships with
Cobalt customers and by informing them about new banking products and services.
Responsibilities
• Responsible for Cobalt customer development & promotion of existing & new
Retail Banking products & services
• Market & Competition monitoring
• Responsible for supervision / management of transactional relationship &
performance of Cobalt clients and informing Clients in relation to the portfolio
they hold with the Bank
• Ensures that the provision of services to clients is carried out in accordance with
the instructions and terms agreed with the Bank
• Collaboration with competent units in the framework of development &
promotion of products/services
• Management of organizational & operational branch issues and checking the
correct signing of customer requests before transmission to Central Services
• Ensuring implementation/improvement of branch organization & operation
procedures
• Formulation & supervision of execution of internal plan for implementation of
branch commercial & operational objectives concerning Cobalt customers
• Keep informed of the preparation/monitoring/review of the Bank's Branch
Network budget at branch level
• Registering requests in the credit systems and ensuring the collection of the
required customer supporting documents and their sending to the customer credit
approval and management centers
Qualifications
• Bachelor's degree from a higher educational institution, preferably in economics
or another related subject (desirable)
• Master's degree (desirable) in the fields of business administration, finance or
another related subject
• 7 years of experience in a similar position
• Professional certification under the joint decision of the Executive Committee of
the Bank of Greece and the Board of Directors of the Hellenic Capital Market
Commission (either of types: a1,a2, b1, b, c, d) and/or professional accreditation in
private insurance intermediation (types A, D) will be considered an asset
• Strong sales skills and solid understanding of customer behavior and relationship
management
• Customer-focused with excellent communication and interpersonal skills
• Good command of both Greek and English
