Retail & SME Dealer at Co-operative Bank of Kenya

The Role

The successful jobholder will be expected to:

• Enhance Forex revenues through proactive engagement with the Retail and Business Banking Division.
• Regularly interact with branches, participate in relevant forums, and support branch staff through training and capacity-building efforts.
• Resolve branch queries promptly and improve FX processes and products to stay competitive.
• Build and maintain strong client relationships, offering tailored treasury solutions to meet their financial needs.
• Provide expert advice on treasury products, risk management, and market trends.
• Develop and execute strategies to boost Forex sales and revenue from Retail and SME customers.
• Stay updated with market trends, economic indicators, and regulatory changes.
• Develop expertise in various treasury products and provide insightful recommendations on investment opportunities and risk management.
• Track and report Forex product performance across branches.
• Monitor Incoming and Outgoing Swift performance to ensure efficiency.
• Work with Marketing & PR to support Forex product promotions and establish a strong outdoor presence.

Qualifications, Skills & Attributes

The successful jobholder will be required to possess the following qualifications:

• A University Degree in a business-related field with an ACI Dealing Certificate.
• A minimum of 4 years’ experience in a busy dealing room.
• An understanding of CBK and Banking Acts.
• Comprehensive knowledge of Treasury functions, including Back-Office processing.
• Strong presentation, risk analysis, and treasury operations skills.
• Excellent communication, strong selling, networking, negotiation, and persuasion skills.
• Analytical, presentation, and report writing abilities.
• Team-oriented with the capability to work under pressure.
• Self-motivated with the ability to work with minimal supervision.
• Resilient and adaptable to challenging targets.
• Special Position Requirements: Frequent travel required for branch and customer visits.