Relationship Officer Personal Banker Job Family Bank

Job Purpose:  

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

Key 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  

Qualifications

• 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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How To Apply

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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