Relationship Manager – Saccos at Family Bank

The purpose of the role is to build and sustain relationship with SACCOS (Saving and Credit  Cooperative Societies). The key responsibility being customer acquisition, retention and income generation  from the sales of the bank’s products. 

Key Responsibilities: 

• Ensuring that all new businesses are in line with AML/KYC and CTF laws and regulations and  customer information is regularly updated. 
• Ensure 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. 
• Onboarding new clients, Identify and address customer needs, ensuring that the overall service  provided is in line with customer expectations. 
• Achieving Income generation target through the existing customers and recruitment into digital  financial services. 
• Keeping abreast of developments in the SACCOS environment both locally and internationally. 
• Deposit mobilization with a focus on SACCOS 
• Loan origination with a focus on SACCOS 
• Advisory to customers and guidance 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  Bank’s 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 maintained. 
• 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. 
• Adherence of all bank’s prescribed processes, standard operating procedures and Central Bank  prudential requirements. 
• Role Models the Brand and Corporate Values of the Bank both internally and externally. 
• Any other official duty as may be assigned by management 

Qualifications & Experience: 

• 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 banks and team’s needs. 
• AMC/CFT training/knowledge. 
• HR Department Doc 

Key Competencies: 

• A clear understanding of the SACCOS operating environment. 
• Demonstrated networks within the focus group – SACCOS 
• Demonstrate the capability to build and maintain strong relationships. 
• Good negotiation skills. 
• Good listening skills. 
• Pleasant and able to relate well in diverse social set ups and teams. 
• Upholds a high standard of Professionalism, integrity and respect for others.