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  • Posted: Sep 19, 2022
    Deadline: Sep 28, 2022
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    Family Bank (formely Family Finance Building Society) was registered as a Building Society in October 1984 in Kenya, under the Building Societies Act and commenced operations in the early 1985. Family Bank converted into a fully fledged bank in May 2007 and the main driver for our conversion was the need to offer a wider range of products and services to our...
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    Relationship Officers-Business Bankers

    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

    Method of Application

    ALL applicants MUST apply online to the email; recruitment@familybank.co.ke; closing date is 28th September 2022. Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.

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