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
QUALIFICATIONS
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
go to method of application »
ALL applicants MUST apply online to the email; recruitment@familybank.co.ke; closing date is 30th April 2022. Canvassing will automatically disqualify the candidate. Only shortlisted candidates will be contacted.“We are an equal opportunity employer”
Apply via :
recruitment@familybank.co.ke
