Senior Officer, Retail/SME Dealer at SBM Bank

Job Purpose

To work closely with frontline relationship managers and SME portfolio managers playing a key role in marketing treasury products to clients and to deliver the FX SME & Retail set budgets as well as Synergize with Branch network.

Key Responsibilities

• Working closely with SME portfolio managers, RMs and BMs to push for FX business.
• Ensure the branches meet the set targets by developing a clear concise and focused sales plan based on existing treasury sales strategy highlighting the activities to be carried out.
• Strategic Planning for Marketing FX Treasury Products with Branches.
• Execution of retail/SME sales FX strategy to aim at growing market share and revenue targets.
• Co-ordination of FX training and support on forex to all Branches.
• Handle day –to- day treasury related queries from branches/clients
• Manage, coach and develop a high-performance sales team to meet set deliverables.
• Engagement with Branches and customers daily on current market trends.
• Increase number of clients.
• Reactivation of client accounts.

Key Relationships

Customers of this Position:

• All Departments in the Bank
• All the Branch Heads, FX Champions at the branches

Knowledge; Skills and Experience required for this Role

• Bachelor’s degree in Business Studies.
• Minimum of (2) years of experience.
• Proficiency in Microsoft Office Suite.
• ACI Certification.

Competencies required for this Role

• Dynamic, analytical and self-driven individual with the ability to work under pressure.
• A passion for performance, team play and achievement in a competitive and dynamic environment
• Hardworking, strategically minded individual with excellent communication, analytical and interpersonal skills.
• Ability to interact well with all levels of management and staff
• The candidate must have excellent leadership, organizational, and planning skills
• The person should have the ability to identify a customer need or problem and offering suggestions that will effectively solve the problem within the shortest time possible.
• Aids in the arbitration of branch-forex related issues with the respective Branch Managers/ABMs.

Accountability

Delegated Authority