Relationship Officer

Relationship Officer – Commercial Bank of Ceylon PLC

Job Overview

Commercial Bank of Ceylon PLC, Sri Lanka’s most awarded bank, is seeking a dynamic Relationship Officer – Elite Banking to manage and grow relationships with affluent customers. The successful candidate will deliver exceptional customer service, drive portfolio growth, promote banking products, and maintain the highest standards of regulatory compliance.

Position Details

Job Title: Relationship Officer – Elite Banking
Company: Commercial Bank of Ceylon PLC
Job Category: Banking, Relationship Management, Customer Service, Finance, Private Jobs
Job Type: Full-Time
Job Location: Sri Lanka

Company Overview

Commercial Bank of Ceylon PLC is one of Sri Lanka’s leading private banks, renowned for innovation, customer-centric services, and digital banking excellence. The bank has earned recognition as Sri Lanka’s most awarded bank and was the first Sri Lankan bank to be listed among the Top 1000 Banks in the World.

Job Summary

The Relationship Officer – Elite Banking will manage a portfolio of affluent customers, strengthen client relationships, identify cross-selling opportunities, acquire new customers, and ensure compliance with banking regulations while delivering world-class customer experiences.

Key Responsibilities

• Manage a portfolio of approximately 275 affluent customer relationships while delivering exceptional customer service.
• Retain and grow customer wallet share through cross-selling and upselling banking products.
• Acquire new customers and upgrade eligible clients to the High Net Worth Individual (HNWI) segment.
• Build long-term customer relationships by understanding financial needs and providing suitable solutions, including wealth management products.
• Ensure compliance with operational procedures and regulatory requirements.
• Prevent operational, audit, and regulatory lapses.
• Perform Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) reviews while ensuring full KYC compliance.
• Deliver high-quality service standards with a strong customer-first approach.

Qualifications & Experience

• Diploma in Applied Banking and Finance (DABF) or Higher Diploma in Banking and Finance (HDBF) from the Institute of Bankers of Sri Lanka (IBSL), or a Bachelor’s Degree from a recognized university.
• Full professional qualifications in Finance, Marketing, or a related field will be an added advantage.
• Minimum 3–4 years of experience in front-line customer service or relationship management.
• Experience managing affluent customers in the priority banking segment is preferred.
• Good knowledge of:
  • Banking products
  • Deposits
  • Retail lending
  • Investment products
  • Treasury products
• Ability to work independently under pressure and consistently achieve business objectives.
• Excellent communication and interpersonal skills.
• Multilingual skills will be an added advantage.
• Strong customer-first mindset and commitment to service excellence.

Required Skills

• Relationship Management
• Elite Banking
• Priority Banking
• Customer Service
• Wealth Management
• Sales & Cross-selling
• Upselling
• Portfolio Management
• Banking Products
• Retail Lending
• Investment Products
• Treasury Products
• KYC Compliance
• Customer Due Diligence (CDD)
• Enhanced Due Diligence (EDD)
• Communication Skills
• Interpersonal Skills
• Regulatory Compliance

Salary & Benefits

• Attractive remuneration package.
• Opportunity to work with Sri Lanka’s most awarded private bank.
• Professional career development and continuous learning opportunities.
• Exposure to elite banking and wealth management services.

How to Apply

Interested candidates should submit their applications through the Commercial Bank corporate careers website.

Important Notes

• Position: Relationship Officer – Elite Banking
• Company: Commercial Bank of Ceylon PLC
• Minimum 3–4 years of relevant banking/customer relationship experience is required.
• Experience in priority banking or affluent customer relationship management will be an added advantage.
• Applications must be submitted through the bank’s official careers portal.
• Only shortlisted candidates will be contacted for the next stage of the recruitment process.