Summary
Date Posted: Wednesday, March 08, 2023 , Base Salary: Not Disclosed

JOB DETAILS:

Job Purpose:
The purpose of the role is to build and manage rapport with Affluent Professionals & Professional bodies. The key responsibility being; customer acquisition, retention, deposit mobilization and income generation from the sales of the banks products.

Key Responsibilities:
BUSINESS DEVELOPMENT
• Ensuring proper systems are in place to effectively manage AML/CFT risk at your level.
• Management of ongoing relationships with existing professionals’ partners and clients and where relevant, leverage those relationships to greater collective impact.
• Managing Strategic partnerships agreements within the Professionals and Professionals bodies/firms
• Provide timely and accurate reporting of pipeline, strategic partnerships and management activities.
• Developing own strategy with clear action plans to ensure achievement of desired results.
• Growth of the existing deposit book as per the set organizational targets through growth of current accounts/collection business as well as wholesale deposits.
• New client on boarding through the development and maintenance of a pipeline of prospective clients to ensure sustainable growth of the Portfolio.
• Identify and address assigned customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer.
• Provide specialist information, guidance and advise to customers 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 Family Bank 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 not lost to competitors.
• Ensure great working relationship with team members for overall achievement of departmental goals
• Ensures that all new businesses are in line with AML/KYC and CTF laws and regulations and customer information is regularly updated.
• Ensure adherence of all bank’s prescribed processes, standard operating procedures and central bank requirements.
• Role Models the Brand and Corporate Values of the Bank both internally and externally.
• Works as part of a team for the purpose of winning together.
• Any other official duties that may be allocated from time to time by management.

The Person:
The ideal candidate must possess the following:
Qualifications and Experience
• Bachelor’s degree in Commerce/Business related field.
• Have a minimum of 5 years working in the Banking Industry; with relevant experience in product knowledge and risk management with 2 years as a Liabilities Relationship Manager

Key Competencies and Attributes
• 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
• Track record of motivating, managing and developing individuals and teams to achieve results.
• Proficient in the use of Banking and office management systems.
• Upholds high standard of Professionalism, integrity and respect for others.


Work Hours: 8

Experience in Months: 60

Level of Education: Bachelor Degree

Job application procedure

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.


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