mass segment officer

CrediaBank (created through the merger of Attica Bank and the former Pancreta Bank) is looking for a Mass Segment Officer to join its dynamic team.

• Job Type: Full-time

• Location: Trikala, Northwest Thessaly

• Apply via email: recruitment@crediabank.com

About the Role

As a 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 in delivering these services, ensuring smooth execution and compliance with the Bank’s policies and procedures.

You will actively promote the branch's commercial objectives by building and maintaining strong client relationships and informing customers 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 a customer-focused mindset and a strong commitment to achieving both team and organizational goals.

Responsibilities

• Greet customers upon entering the branch, identify their needs, and direct them to the appropriate Relationship Manager.

• Assist customers with digital banking transactions, handle routine requests, and escalate more complex matters to Relationship Managers when needed.

• Actively develop the customer base and promote retail banking products and services.

• Monitor market trends and competition and liaise with relevant departments regarding product and service development.

• Maintain relationships with local stakeholders.

• Execute daily branch operations, including clearing activities, returned checks, safe deposit box management, and overdue loan administration.

• Support the Cashier in reconciling the cash register and ATM and perform financial transactions.

• Manage branch organizational and operational matters, ensuring proper documentation and customer approvals before submission to Central Services, while promoting the effective implementation and continuous improvement of branch procedures.

• Participate in the formulation and monitoring of the branch’s internal commercial and operational objectives.

• Contribute to the branch budgeting process.

• Input credit applications, collect the necessary documentation, and forward applications to the relevant credit department.

• Perform any additional duties assigned by management.

Qualifications

• Bachelor’s degree, preferably in Accounting, Finance, Economics, Business Administration, or a related field.

• Master’s degree in a relevant field will be considered an asset.

• Minimum of 3 years of relevant professional 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 (types A1, A2, B1, B, C, or D) and/or professional accreditation in private insurance intermediation (types A or D) will be considered an asset.

• Solid knowledge of financial products and services, particularly loans and credit, as well as awareness of market competition.

• Strong sales skills and a solid understanding of customer behavior and relationship management.

• Customer-focused with excellent communication and interpersonal skills.

• Very good command of English.

Preferred Qualifications

Applications from local candidates or permanent residents of Trikala who are familiar with the community and local banking needs are highly encouraged.