• Job Openings at I&M Bank Ltd - 2 Positions

  • Posted on: 4 December, 2017 Deadline: 16 December, 2017
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    I&M Bank Limited, a regional Bank with a fast growing branch network around the country is looking to recruit a competent and highly motivated individual for the following position:

    Sales Force Effectiveness Champion


    Job Description

    REF: SFEC/12/2017


    The role holder will be expected to play a central role in monitoring adherence to SFE (Sales Force Effectiveness) tools and routines across all branches under their supervision as well as coordinating pre and post roll-out interventions and future roll-out logistics. The role holder will act as the central owner of tools and materials while utilizing the same to forecast, escalate SFE-related resourcing needs and assess impact of SFE.


    The role will report to the General Manager-Personal and Business Banking and will be responsible for:

    • Introducing the SFE program to RMs (Relationship Managers) / BMs (Branch Managers) and CSOs (Customer Service Officers) where needed.
    • Reaching out to branch leadership and providing heads-up sales effectiveness.
    • Identifying key stakeholders and available resources.
    • Finalizing program logistics.
    • Requesting data from branch leadership and compiling basic information on branches using Management Information System (e.g., RMs, targets, clients, cross-sell ratio etc.)
    • Instilling SFE fundamentals in RMs & BMs
    • Ensuring daily morning Huddles are conducted across the network.
    • Facilitating daily and weekly training & coaching sessions.
    • Tracking activities and sending out weekly email on SFE performance and sustainability
    • Serving as a resource for coaching and development
    • Advising senior leadership on the progress of the program
    • Working to transition SFE capability to branches
    • Monitoring impact, sustainability and performance of SFE.
    • Updating leadership with weekly performance reports and Key Performance Indicators dashboards
    • Coordinating post-rollout interventions and future roll-out logistics
    • Taking full ownership of monitoring tools (KPIs/dashboards)
    • Identification of future resourcing needs


    • Bachelor’s degree in a Business related field from a recognized institution.
    • At least 2-3 years’ experience in a business development or in an analyst role in a financial institution preferably a bank
    • Highly motivated, enthusiastic, proactive , flexible and result oriented
    • Strong planning skills , organization and presentation skills
    • Strong customer focus and proven relationship- building skills
    • Leadership, especially influence/negotiation. Ability to go “toe to toe” with CVPs to create a relationship as an equal business partner.
    • Hardworking, persistent, and dependable.
    • Deep understanding of market dynamics, business strategy, customer trends, and competitor shifts to influence decision making.
    • Excellent communication and interpersonal skills;
    • Ability to drive performance and manage resources.
    • Strong marketing and networking skills.
    • Good financial analysis and reporting skills;
    • Excellent problem solving and decision-making skills;
    • Knowledgeable in credit, legal (conveyancing) and lending knowledge;
    • Basic understanding of Banking Law; and
    • Knowledgeable in the Banking Act, CBK prudential guidelines and credit policies.

    go to method of application »

    Relationship Analyst



    The incumbent will be responsible for analyzing information and data on customers and preparing quality credit proposals for new and existing business.


    The role will report to the Relationship Manager (RM) and will be responsible for:
    Analyzing and preparing high quality credit appraisals/applications for new and existing customers within required timelines for review by the Relationship Manager. This involves:-

    • Researching on the customer (KYC) either based on existing information or in the case of a new customer, performing research.
    • Understanding the facilities requested.
    • Working out the required securities to be provided.
    • Analysing the customer’s financials.
    • Giving an overall risk rating based on overall analysis.
    • Giving justification for the facilities.
    • Making amendments based on feedback received from Relationship Manager in accordance with the Bank’s principles on lending, and CBK guidelines.
    • Preparing & submitting Credit Appraisal’s to Credit Department.
    • Resolving follow-up queries and proposed amendments to Credit Appraisals.
    • Reaching out directly for additional information required for Credit Appraisal preparation.
    • Conducting on-going research and analysis to enable the Relationship Managers fully understand the business context and assist in identifying future business opportunities. Interpreting research findings & analytics and making recommendations regarding potential opportunities.
    • Preparation of Account Plans that will assist in identifying various business opportunities in close partnership with RM’s
    • Compiling & analyzing information regarding sales activities and business pipeline
    • Interacting and liaising with clients with the intention of providing or requesting for information to assist in deal execution and/ or gathering critical information for the Bank.
    • Preparing letters requesting review information and following up for receipt of the required information in liaison with the RM’s as well as maintaining a diary of due dates for review to ensure facilities are reviewed on schedule
    • Reviewing and dispatching of letter of Offer (LOO); follow-up with client to ensure LOO is signed.
    • Assisting RM in follow-up with credit administration for timely disbursement of funds to client
    • Supporting RM in pre-client meeting preparation; attending meetings and building client rapport; gathering relevant information to generate call report; preparing call report
    • Supporting RM’s in Excess Management, Compliance/Audit related issues and generally ensuring an efficient credit process
    • Supporting RM’s in resolution of client queries in liaison with other Departments and assisting in ensuring continued client satisfaction.


    • Bachelor’s degree in a Business related field from a recognized institution.
    • CPA (K) / ACCA or its equivalent;
    • Member of Institute of Certified Public Accountants (ICPAK) or its equivalent professional body.
    • At least 1 year relevant experience
    • Ability to write letters, reports and/or perform routine calculations
    • Knowledgeable in financial analysis;
    • Good communication and interpersonal skills.
    • Excellent credit risk assessment skills.

    Method of Application

    Applicants should please send application together with comprehensive curriculum vitae indicating your qualifications, present position, salary expectations and names and contacts of three referees. Your application should reach the address below as soon as possible but not later than 16th December 2017. Please quote reference number followed by the position applied for in the application.

    The General Manager-Human Resources

    I&M Bank Limited

    I & M Tower, Kenyatta Avenue

    P.O Box 30238 – 00100, Nairobi

    Or email: recruit@imbank.co.ke (preferred option)

    Only shortlisted candidates will be contacted. Canvassing will lead to automatic disqualification.

    Interested and qualified? Go to I&M Bank career website on www.imbank.com to apply

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