Relationship Officer Personal Banker 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
Job search
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.