Dealer (2 Positions) at NCBA Group

The role will assist senior dealers with assigned portfolio coverage and FX transaction execution. They will maintain frequent customer contact by phone and email including thoughtful and analytical market updates, product information, and strategic advice and growth assigned portfolio by acquisition of new clientele

Key Accountabilities (Duties and Responsibilities)

Financial 55% 

• Under guidance of senior sales dealer, deliver the Global Markets FX Sales income budget.
• Execute the laid down sales strategy that is coherent with the overall bank strategy within the approved risk appetite and portfolio standards.
• Optimization of income through profitable sales of Foreign Exchange and other Treasury products.
• Ensure revenue growth for the bank through cross selling of other bank products to existing and new Treasury clients.

Internal business processes 10% 

• Grow the FX sales portfolio by ensuring client retention and acquisition of new clientele.
• To provide portfolio monthly performance report to management.
• Understand and ensure compliance with all applicable laws, regulations and guidelines the Group’s policies and procedures; and the Group code of conduct.
• Effectively and collaboratively, identify, escalate and resolve risk and compliance matters. 

Customer 25% 

• Assist the Senior Sales dealer to develop and sustain relationships with clients.
• Ensure speedy and positive response to all requests from customers for a specific transaction, or for more general advice, or introduction to a more appropriate contact within the bank, whether or not the request is from the specifically allocated group of customers
• To assist in preparation of the client-meeting plan in coordination with the senior dealer and the relationship managers under the respective portfolios, visit them on regular basis, and to log visit reports on CRM and followup actions.
• Identify, target and market to new customers with an aim of growing portfolio. 

Learning and growth 10% 

• Attend all scheduled trainings and complete all elearning modules. 

Job Specifications

• Academic: University degree or equivalent
• Professional:ACI Certification
• Desired work experience: At least 4 years’ general banking experience with a strong foundation in FX

Closing on: May 2, 2022