Relationship Officer Personal Banker at Family Bank Ltd

at Family Bank Ltd
Location NAIROBI, Kenya
Date Posted May 13, 2025
Category Banking
Job Type Full-time
Currency KES

Description

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

Relationsh

  • To provide branch-based personal banking sales and service facility to individual customers  requiring standardized financial product and service solutions

Key Responsibilities

Responsibilities

    • Meet Personal 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 / customers 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.
    • Ensure compliance with the Data Protection laws, policies and procedures of the Bank.
    • 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
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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

QUALITFICATIONS

  • Bachelor’s degree in commerce/business related field
  • Have a minimum of two years working in the Banking Industry; with relevant experience  in product knowledge, analytics and risk management
  • 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 can explain complex Business issues
  • Proficient in the use of Banking and office management systems
  • Must not have been on Performance Improvement Plan (PIP) for the last one year.

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Applying Instructions

ALL applicants MUST apply online to the email;

recruitment@familybank.co.ke;

closing date  is 16th May 2025 Canvassing will automatically disqualify the candidate. Only shortlisted  candidates will be contacted.

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