upper mass segment officer
Jul 6, 2026 · CrediaBank
About the job
As an Upper Mass Segment Officer, reporting to the Branch Manager, you will
manage and coordinate all activities related to servicing individual customers of the
Branch, including the sale of deposit, investment, lending, and bancassurance products.
You will support branch staff, delivering these services, ensuring smooth execution and
compliance to the Bank’s policies and procedures.
You will actively promote the branch's commercial objectives by building and
maintaining strong client relationships with the Upper Mass Segment and by informing
them about new banking products and services. As the first point of contact, you will
play a key role in ensuring an exceptional customer service experience.
The role requires you to have a customer-focused profile and demonstrate strong
commitment to the achievement of the team’s and the Organization’s goals.
Responsibilities:
• Upper Mass clientele development & promotion of existing & new retail banking
products & services
• Market & competition monitoring
• Upper Mass customer relationship management & performance
supervision/management
• Ensure that the provision of services to customers is carried out in accordance with
the instructions and terms agreed with the Bank
• Collaboration with competent units regarding the development & promotion of
products/services
• Responsible for managing organizational & operational issues and checking the
accuracy of customer documentation before their transmission to Central Services
• Ensuring the efficient implementation and improvement of branch organizational
& operation procedures
• Formulating & supervising the implementation of branch commercial &
operational objectives internal plan, concerning Upper Mass customers
• Provide information during the preparation/monitoring/review of the bank's
branch network budget at a branch level
• In addition to the above, any other area of responsibility, duties and competencies
are assigned by the hierarchically superior level, such as daily incoming and
outgoing netting of accounts, settlement of returned checks, overdue Loans
management.
• Manages relationships with local stakeholders at a branch level.
Qualifications:
• Bachelor’s degree, preferably in Accounting, Finance, Economics, Business
Administration or a related field
• Master’s degree in a relevant filed will be considered an asset
• Minimum of 5 years’ relevant experience
• 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
• Solid knowledge of financial products and services, particularly loans and credit,
and awareness of market competition
• Strong sales skills and solid understanding of customer behavior and relationship
management
• Customer-focused with excellent communication and interpersonal skills
• Very good command of English.

