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 28th September 2022. Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.
“We are an equal opportunity employer”
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