The primary objective of this position is to oversee and execute key responsibilities that drive organizational success. This role is responsible for managing critical tasks, ensuring adherence to established guidelines, and contributing to the achievement of strategic goals. The ideal candidate will possess a strong background in the specified field, demonstrate proficiency in relevant tools and methodologies, and exhibit excellent communication and problem-solving skills. Additionally, the position requires the ability to collaborate effectively with cross-functional teams, prioritize workloads efficiently, and maintain a high standard of performance.
This position is tasked with designing, developing, selling, and expanding product offerings and platforms that provide comprehensive solutions to customers of Caritas Microfinance Bank and the broader church ecosystem within the designated religious sector of Institutional Banking. Additionally, the role involves overseeing the performance of these products throughout their lifecycle, ensuring that customer value and return on investment are maximized.
Oversee a comprehensive range of duties encompassing strategic planning, operational execution, and performance evaluation to drive organizational success. Lead cross-functional teams in achieving key business objectives, ensuring alignment with company-wide goals and industry best practices. Develop and implement policies, procedures, and performance metrics to enhance efficiency, productivity, and accountability. Collaborate with senior leadership to identify growth opportunities, mitigate risks, and optimize resource allocation. Foster a culture of innovation, continuous improvement, and employee engagement through targeted initiatives and mentorship programs. Monitor industry trends, competitive landscapes, and regulatory changes to inform strategic decision-making and maintain a competitive edge.
Demonstrate a steadfast commitment to customer-centricity, consistently ensuring satisfaction for both internal and external stakeholders.
Engage proactively with essential partners and customers in pertinent industry forums to foster collaboration and strengthen relationships.
Facilitate the establishment and enhancement of productive relationships with internal stakeholders, fostering collaboration and alignment across departments to support organizational objectives.
Head Office departments, including Marketing units, collaborate to drive organizational strategies and initiatives.
Consistently interact with customers to define and uphold service standards while driving ongoing enhancements to overall service quality.
Deliver consistent, candid evaluations to agents and clients on a regular basis.
Develop and maintain positive professional relationships between team members and customers to uphold excellent service standards.
Identify and secure new clients within designated market segments through proactive outreach and strategic engagement initiatives.
Conducting regular evaluations of staff productivity to compile daily and weekly performance reports.
Entrench measurable and meaningful customer service standards and practices
Oversee credit facilities and deposit accounts to maintain all loan portfolios’ PAR below established benchmarks, ensuring timely initiation and processing of renewals, extensions, and cancellations prior to their expiration dates.
Maintain a robust and productive call program for all allocated customers and prospects.
Drive team engagement and cultivate a high-performance culture by nurturing individual talents and aligning collective efforts with organizational objectives to consistently surpass goals.
Keep customers constantly informed on the progress of their applications and drive this culture throughout the team
Investigate and mitigate potential fraudulent activities while actively reducing risk exposure to acceptable levels.
Perform a comprehensive needs assessment to accurately ascertain customer requirements during the initiation of new accounts or the provision of product recommendations.
Ensure full transparency with clients regarding accreditation status, repayment terms, applicable service fees, and any commissions involved.
Proactively assess the review process of existing facilities, ensure a consistent thorough and timely evaluation of all existing facilities.
As part of this role, you will be responsible for actively promoting and cross-selling the bank’s full range of products and services while also driving the acquisition of new business through targeted marketing initiatives.
Gather and analyze market intelligence, including data on local competitors, their products, and service levels.
Ensure timely collection of arrears on standard and watch category accounts to maintain the quality of the loan portfolio.
Maintain a comprehensive database encompassing all clients within the marketing office portfolios.
Training of new and existing clients on the Bank’s products.
Foster strong relationships with prospective clients to effectively secure lending agreements and expand the bank’s business portfolio through successful sales and contract negotiations.
Duties may include performing additional tasks or responsibilities as required to align with the organization’s strategic goals and objectives.
We seek candidates who possess a minimum of [X] years of relevant experience in [specific field or industry], along with a [degree/certification] in [relevant field]. Familiarity with [specific tools, software, or methodologies] is essential, and prior experience in [specific tasks or projects] is highly advantageous. Strong analytical, problem-solving, and communication skills are required, as is the ability to work both independently and collaboratively within a team. Candidates should demonstrate a proactive approach to professional development and a commitment to staying current with industry trends and best practices.
A bachelor’s degree in a business-related discipline is required.
Extensive expertise in MSME banking products and associated policies is required.
AKIN banking certificates represent a valuable additional qualification.
A minimum of three years of banking experience is required, with at least two years specifically focused on business development within personal banking or customer relationship management.
Understanding of lending products and relevant prudential regulations is required.
Proven capability in spearheading team leadership and driving impactful business outcomes.
Must demonstrate strong self-motivation and initiative while maintaining exceptional administrative, communication, and organizational skills.
Effective interpersonal abilities, exceptional organizational capabilities, and adept negotiation skills are essential for this role.
Qualified applicants who fulfill the specified requirements are invited to submit their cover letters and comprehensive résumés to: Email: recruitment@caritas-mfb.co.ke. Please ensure the position title is clearly stated in the subject line of your submission. The application deadline is set for May 30, 2026.
Qualifications
BA/BSc/HND
Experience Required
3 years
