Family Bank Relationship Officers-Business Bankers Jobs in Kenya

Family Bank Relationship Officers-Business Bankers Jobs in Kenya

Job Type: Full Time

Qualification: BA/BSc/HND

Experience: 3 years

Location: Nairobi

Job Field: Banking, Sales / Marketing / Retail / Business Development

Job Purpose:

To provide branch-based financial products & services, follow up on pipeline of leads and to grow branch customer base through pro-active sales activities

Key Responsibilities

  • Meet Business 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 / customer’s 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

  • 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

    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


  • Bachelor’s degree in Commerce/Business related field.

  • Have a minimum of three years working in the Banking Industry; with relevant experience in product knowledge, analytics and risk management, those with experience in Personal Banking will have an added advantage

  • 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 is able to explain complex Business issues

  • Proficient in the use of Banking and office management systems

  • Should have served in the current role for 3 years and above

    How to Apply

    All applicants must apply online to the email;; closing date is 28th September 2022.

    Canvassing will automatically disqualify the candidate.

    Only shortlisted candidates will be contacted.

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