Family Bank Ltd – Relationship Officers -Business Bankers.

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About the job

RELATIONSHIP OFFICERS-BUSINESS BANKERS

Are you a go-getter, positive minded individual who fits the role profile captured below? There are several opportunities for ambitious, self-driven individuals.

Reporting to: Branch Manager

Job Purpose:

To provide branch-based financial products & services, follow up on pipeline of leads and to grow branch customer

base through pro-active sales activities

Key Responsibilities

  • Meet Business Banking sales targets both in number of accounts and volume and deposits through cross selling to existing customers and acquiring new customers.
  • Generate new customers/ new company’s referrals from head office, existing customers, or personal connections
  • Prepare target audience/lead lists and sales activities plans; implement and fill in accurately sales activities reports
  • Conducts daily sales calls from prioritized lead lists with the objective of scheduling companies visits / customer’s meetings
  • Conducts daily company visits/ customer meetings with the objective of acquiring new customers / selling bank products
  • Receive, verify and certify against original; all account application documents and forms from customer
  • Check and verify the accuracy, completeness of the documents against the checklist provide according to product lines; KYC/AML compliance requirements
  • Follow up on accounts and products opening and process on system
  • Communicate to customers on accounts declined
  • Handling and monitoring customer enquiries and complaints effectively to ensure retention and loyalty

KEY PERFORMANCE INDICATORS:

  • Goal focused and able to spot business opportunities
  • Builds networks and maintains strong relationships
  • Able to manage and influence others to achieve results
  • Has passion and drive to achieve results under difficult circumstances
  • Pleasant and able to relate well in diverse social set ups and teams
  • Upholds high standard of Professionalism, integrity and respect for others

QUALIFICATIONS

  • Bachelor’s degree in Commerce/Business related field.
  • Have a minimum of three years working in the Banking Industry; with relevant experience in product knowledge, analytics and risk management, those with experience in Personal Banking will have an added advantage
  • Sound knowledge of the Banking Act and the regulatory framework in the Financial Services Industry
  • Able to apply Financial knowledge and skills to achieve business goals
  • Able to identify and minimize potential and inherent risks in banking
  • Communicates effectively and is able to explain complex Business issues
  • Proficient in the use of Banking and office management systems
  • Should have served in the current role for 3 years and above

ALL applicants MUST apply online to the email; recruitment@familybank.co.ke; closing date is 30th November 2021. Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.

“We are an equal opportunity employer”

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