Relationship Manager NGO’s and Church Organization at Family Bank Ltd

The role requires a go-getter, positive minded individual who fits the role profile captured below?

Reporting to: Head of Institutions

Job Purpose:

The purpose of the role is to build and sustain/ manage a rapport with non–governmental organizations (NGOs), Civil societies as well as other non–profit making groups. It is organized on community, the key responsibility being; customer acquisition, retention and income generation from the sales of the banks products.

Key Responsibilities:

BUSINESS DEVELOPMENT

• Stability of the liabilities side of the balance sheet of the bank through institutional deposit mobilization with a focus on Non-Governmental Organizations (NGOs) and Churches and Church Organizations.
• Growth of the existing deposit book as per the set organizational targets through growth of current accounts/collection business as well as wholesale deposits from the focus institutions.
• New client onboarding through the development of a pipeline of prospective clients to ensure sustainable growth of the Portfolio.
• Income generation from the existing clientele through recruitment into digital financial services.  
• Keeping abreast of developments in the NGO environment both locally and internationally.
• 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.
• Maintain a pipeline of prospective clients targeted for purposes of onboarding.
• 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.
• Manage existing relationships to deepen the relationship for Business Banking solutions.
• Initiating and monitoring customer/Bank contact at all levels, ensuring that customers enjoy the highest standards of service.
• 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.

The Person:

The ideal candidate must possess the following:

Qualifications

• Bachelor’s degree in Commerce/Business related field.
• Strong presentation skill set.
• Good analytical skills.
• Highly effective communication and collaboration skills.
• High level of cooperation with others and is responsive to the bank’s and team’s needs.
• AMC/CFT training/knowledge.

Key Competencies and Attributes

• A clear understanding of the non–governmental organization (NGOs), non–profit, and the civil society environment.  
• Demonstrated networks within the focus group. (NGOs), Church and Church Organizations.
• Demonstrate the capability to build and maintains strong relationships.
• Good negotiation skills.
• Good listening skills.
• Pleasant and able to relate well in diverse social set ups and teams.
• Upholds high standard of Professionalism, integrity and respect for others.