Relationship Manager at Middle East Bank Kenya Ltd

JOB PURPOSE STATEMENT / POSITION OBJECTIVE

• State briefly the principle purpose of the job, i.e. the reason for the existence of the job within the Organization.
• Acquire new clients through developing professional relationships based on trust, credibility, and ethical conduct.
• Advise corporate clients on their personal financial needs.
• Recommend suitable in-house 'off the shelf' financial solutions and execute clients' instructions on their banking and financial transactions.
• Perform acceptance background checks and on-boarding of corporate clients in accordance with established policies and procedures.
• Perform ongoing servicing of corporate client accounts and identify any potential opportunities for extending basic banking services.
• Provide account relationship administrative support to new and existing customers.

KEY RESPONSIBILITIES

• State the end results the job is responsible for achieving, i.e. the end-outputs against which the incumbent’s success in the job could be measured.
• On-boarding of clients in accordance with established policies and procedures.
• Business development by increasing earnings for corporate banking, facility uptake as well as utilization of bank products through cross-selling.
• Advising clients on their personal financial needs and objectives by analyzing their financial needs and objectives.
• Manage client relations in terms of growth and retentions.
• Resolve customer complaints quickly and effectively.
• Collect vital data relevant to the Bank’s account opening requirements from new customers.
• Drafting corporate credit proposals and making recommendations to the credit committee.
• Follow up on credit proposals, letter of offer, excess requests, notification of excesses and securities with Credit department.
• Monitor relationships and attend to all queries relating to relationship accounts.
• Contribute to various initiatives and any other tasks as assigned by senior management team.
• Maintain quality corporate asset and liability books by ensuring timely collection on arrears and excesses.
• Actively support deposit mobilization initiatives.
• Any other duties that may be assigned by immediate supervisor from time to time.

EXPERIENCE

• Over 6 years is banking and business management

SKILLS & KNOWLEDGE

• University degree in business related field preferably sales and marketing.
• Bank Management
• Credit
• Budget preparations
• Customer service
• Public Relationship

PERSONAL ATTRIBUTES

• Integrity
• Good communication skills.
• Good conduct & courteous