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  • Posted: Mar 24, 2022
    Deadline: Not specified
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    At Sidian Bank, we recognize the significant accountability and inherent risks that an entrepreneur takes to make his ideas and dreams a reality. It is for this reason that our mission is to empower entrepreneurs to create wealth through provision of transformational financial solutions that meet entrepreneurs needs and facilitate growth through convenience and choice.
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    Assistant, Finance & Operations – Bancassurance Intermediary

    JOB PURPOSE

    The Job holder will be responsible for preparation of timely and accurate reconciliations; accounting and administrative tasks and safe keeping of records at the intermediary.

    KEY RESPONSIBILTIES

    • Finance & Accounting
    • Bancassurance operations
    • Risk Management
    • Customer experience

    MAIN ACTIVITIES

    Finance & Accounting

    • Receipting of premiums received and allocating them to the relevant clients.
    • Generating of payment schedules to underwriters.
    • Updating of financial records and schedules on a daily basis, fact checks, and resolving discrepancies.
    • Participate in preparation of financial reports and assisting with year-end audits and other reviews by providing relevant schedules and documents.
    • Generate and share client statements.
    • Provide recommendations for improving procedures and systems for initiating corrective actions.

    Operations

    • To maintain spreadsheets for monitoring and analyzing accounting data and preparing financial reports.
    • To assist in enforcing credit control and debt collection.
    • Maintain postdated cheque register and ensure banking of cheques held is done on the due date.
    • Maintain the DDA register and ensure reports are accurate where the DDA clears and Doesn’t clear.
    • Maintain a comprehensive filing system for all financial records and documents.
    • Manage day to day operations of the accounts department.
    • Correcting and modifying inaccurate files and records.

    Risk and Compliance

    • Ensure compliance with both external and internal regulatory requirements and the approved Standard Operating Procedures (SOPs).
    • Assist in identifying risks facing the Agency and any remedial actions that can be undertaken to mitigate the risks.
    • Provide recommendations for improving procedures and systems for initiating corrective actions.

    Customer Service

    • To communicate and liaise with clients, vendors and branches and assist in handling finance related communications
    • Ensure high end customer service and all queries are attended to as per the stipulated TAT & SLA.

    DECISION MAKING AUTHORITY

    • The role is highly guided by Policies and Procedures;
    • Decision on work scheduling.

    ACADEMIC BACKGROUND

    • University degree or above in a relevant business discipline e.g. business administration or finance.
    • Master’s degree will be an added advantage.

    WORK EXPERIENCE

    • At least 2 years’ experience in banking.
    • At least 1 year in insurance, preferably in Bancassurance

    SKILLS & COMPETENCIES

    • Effective communicator with excellent interpersonal and motivational skills;
    • Excellent customer service, client relationship management, communication, negotiation, problem solving and interpersonal skills;
    • Sense of judgement and common sense with both qualitative and quantitative tools to provide sound and comprehensive analysis/evaluation on complex credit applications;
    • Excellent with numbers and MS Excel proficiency.

    PROFESSIONAL CERTIFICATION

    • Certified Public Accountant (CPA) – Minimum Section 2
    • Other accounting certifications will be an added advantage

    HOW TO APPLY

    Fill in the application form below or;
    Send your application to jobs@sidianbank.co.ke

    Method of Application

    HOW TO APPLY

    • Fill in the application form below 
    • Send your application to jobs@sidianbank.co.ke
    Interested and qualified? Go to Sidian Bank on sidianbank.co.ke to apply

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