Relationship Manager-Saccos at Family Bank Ltd

Job Description

Family Bank (formely Family Finance Building Society) was registered as a Building Society in October in Kenya, under the Building Societies Act and commenced operations in the early .

Job Purpose :

The purpose of the role is to build and sustain a rapport with SACCOS – Saving and Credit Cooperative Societies. The key responsibility being; customer acquisition, retention and income generation from the sales of the banks products .

Key Responsibilitie s:

Ensures that all new businesses are in line with AML/KYC and CTF laws and regulations and customer information is regularly updated. Deposit mobilization with a focus on SACCOs. 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. On-boarding 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. 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.

The Person:

The ideal candidate must possess the following:

Qualifications

Bachelor’s degree in Commerce/Business related field.

Key Competencies and Attributes

A clear understanding of the SACCOs operating environment. Demonstrated networks within the focus group – SACCOs. High level of cooperation with others and is responsive to the bank’s and team’s needs. AMC/CFT training/knowledge. Strong presentation skill-set. Good analytical skills. Highly effective communication and collaboration skills. Demonstrate the capability to build and maintain strong relationships. Good negotiation skills. Active listening skills. Pleasant and able to relate well in diverse social set ups and teams. Upholds high standard of Professionalism, integrity and respect for others.