Associate manager

Associate Manager - CASA

Job Summary:

The Associate Manager - CASA plays a crucial role in driving the growth and profitability of our Current Account and Savings Account (CASA) segment. This position is responsible for managing day-to-day operations, leading a proficient team, and implementing strategic initiatives that enhance customer satisfaction and portfolio performance.

Key Responsibilities:

• Oversee daily operations of the CASA department, ensuring optimal performance and adherence to compliance regulations.
• Develop and implement strategies to increase CASA acquisition, retention, and overall customer engagement.
• Lead and mentor a team of financial advisors and customer service representatives to maximize productivity and effectiveness.
• Analyze market trends and customer feedback to identify opportunities for enhancement and innovation in service offerings.
• Collaborate with cross-functional teams, including marketing and product development, to design impactful promotional campaigns.
• Monitor key performance indicators (KPIs) related to CASA accounts and provide actionable recommendations to senior management.
• Build and maintain strong relationships with clients while resolving inquiries and issues in a timely manner.

Requirements:

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Minimum of 3 years of experience in banking or financial services, with a focus on CASA management.
• Strong understanding of financial products, banking regulations, and customer service best practices.
• Excellent leadership and team management skills with a results-oriented approach.
• Exceptional communication skills, both written and verbal, with the ability to engage with diverse stakeholders.
• Proficient in data analysis and financial modeling; strong Microsoft Excel skills required.
• Certification in banking or relevant financial services is a plus.

Preferred Qualifications:

• Master’s degree in Business Administration or Finance.
• Previous experience in a managerial role within a financial institution.
• Familiarity with customer relationship management (CRM) software and digital banking tools.
• A proven track record of achieving sales targets and developing high-performing teams.

Benefits:

• Competitive salary with performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Generous paid time off and holiday leave policies.
• Retirement savings plan with company matching contributions.
• Professional development opportunities and ongoing training.
• Flexible work arrangements and a positive work-life balance.
• Employee discounts on banking products and services.

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