Relationship Manager - Professional Banking
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.
How to Apply
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.