Family Bank Ltd – Relationship Manager – Institution of Higher Learning.

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Job Purpose:

The purpose of the role is to build and sustain a rapport with Institutions of Higher Learning (Universities, Technical and Vocational Education and Training- TVETs, Colleges). The key responsibility being; customer acquisition, retention and income generation from the sales of the banks products.


Key Responsibilities:

  • Ensures that all new businesses are in line with AML/KYC and CTF laws and regulations and customer information is regularly updated.
  • Ensure growth of the existing deposit book as per the set organizational targets through growth of current accounts/collection business as well as wholesale deposits from the focus institutions.
  • On boarding new clients, Identify and address customer needs, ensuring that the overall service provided is in line with customer expectations.
  • Achieving Income generation target through the existing customers and recruitment into digital financial services.
  • Keeping abreast of developments in the Institutions of Higher Learning environment both locally and internationally.
  • Deposit mobilization with a focus on Institutions of Higher Learning
  • Advisory to customers and guidance through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction.
  • Prepare Customer sales coverage plans to ensure each relationship is managed according to the Bank’s customer service charter with regular reviews of the customer portfolio to assess future needs and ongoing fee/income potential.
  • Identifying and developing new business proposals efficiently and expeditiously to ensure that potential new business opportunities are maintained.
  • Manage existing relationships to deepen the relationship for Business Banking solutions.
  • Initiating and monitoring customer/Bank contact at all levels, ensuring that customers enjoy the highest standards of service.
  • Adherence of all bank’s prescribed processes, standard operating procedures and Central Bank prudential requirements.
  • Role Models the Brand and Corporate Values of the Bank both internally and externally.
  • Any other official duties that may be allocated from time to time by management.


The Person:

The ideal candidate must possess the following:



  • Bachelor’s degree in Commerce/Business related field.
  • Strong presentation skill set.
  • Good analytical skills.
  • Highly effective communication and collaboration skills.
  • High level of cooperation with others and is responsive to the bank’s and team’s needs.
  • AMC/CFT training/knowledge.


Key Competencies and Attributes


  • A clear understanding of the Institutions of Higher Learning operating environment.
  • Demonstrated networks within the focus group – Institutions of Higher Learning
  • Demonstrate the capability to build and maintain strong relationships.
  • Good negotiation skills.
  • Good listening skills.
  • Pleasant and able to relate well in diverse social set ups and teams.
  • Upholds high standard of Professionalism, integrity and respect for others.

Method of Application

ALL applicants MUST apply online to the email; recruitment@familybank.co.ke; closing date is 20th March 2023. Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.