Monday, 3 June 2019

Relationship Officers at Family Bank Ltd

Family Bank became a fully-fledged commercial bank in May 2007. The Bank is regulated by the Central Bank of Kenya (CBK) and is also regularly inspected using CAMEL ratings which look at Capital, Assets, Management, Earnings and Liquidity. The bank is a member of the Deposit Protection Fund (DPF) meaning that customers’ deposits are protected.

From only one branch in 1985, the Bank has grown over time and currently enjoys a network of 92 branches countrywide. It was the first Bank in Kenya to introduce paperless banking through smart card technology that enables customers to transact without having to fill in deposit or withdrawal slips.
In 2013 – the Bank hit the one Billion Shilling mark for the first time ever – more than doubling its pre-tax profit by 108% growth to 1.78billion.

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

The post Relationship Officers at Family Bank Ltd appeared first on Jobs in Kenya - http://jobwebkenya.com/.



The post Relationship Officers at Family Bank Ltd is republished from Jobs – Jobs in Kenya – http://jobwebkenya.com/