Job Field: Sector in Banking  , Finance / Accounting / Audit

  • Consultant, Home Loans – Nairobi

    Job Description

    To build the IPB portfolio through the onboarding of new clients received via direct sales channels (internet/phone), converting unsolicited / solicited applications and cross selling as appropriate, ensuring exceptional levels of customer service at all times while supporting achievement of commercial targets.

    Qualifications

    Type of Qualification: First Degree
    Field of Study: Business Administration, Finance and Accounting or equivalent

    Experience Required
    Wealth and Investment
    Personal and Private Banking
    3-4 years
    The role requires 1-2 years of experience in client servicing environment in roles such as tele sales or contact centre. The role requires 1-2 years of experience in a similar environment such as direct sales.

    Additional Information

    Behavioural Competencies:

    Adopting Practical Approaches
    Articulating Information
    Conveying Self-Confidence
    Developing Strategies
    Documenting Facts

    Technical Competencies:

    Banking Process & Procedures
    Client Knowledge
    Client Servicing
    Customer Understanding (Business Banking)
    Product Knowledge (Business Banking)

    Apply via :

    www.standardbank.com

  • Group Finance Director

    Group Finance Director

    This role demands a forward-thinking finance leader with a deep commitment to operational and strategic financial management. If you have a passion for driving financial performance and making a mark in a global banking powerhouse, this is your opportunity!

    Ideal Candidate Requirements:

    5+ years of experience in the Banking industry3+ years in a managerial role within finance
    Professional Qualifications: CA, CPA, ACCA, or CFA certification
    Educational Background: Bachelor’s degree in finance, Accounting, or a related field; a Master’s degree (MBA or equivalent) is preferred
    Proven expertise in financial strategy, planning, and analysis
    Strong understanding of regulatory compliance and risk management in the banking sector

    If you meet the above requirements, please send your resume DIRECTLY to: helsmith@networkfinance.co.za

    Apply via :

    helsmith@networkfinance.co.za

  • Payment Analyst –Alternate Distribution Channels

    Payment Analyst –Alternate Distribution Channels

    Job Description

    The role holder is responsible for processing payments effectively and efficiently within alternate channels and ensures the required Operations contracts, guidelines, policies, and procedures are adhered to. He/she ensures adherence of data integrity and compliance while carrying out the day-to-day duties

    KEY PERFORMANCE INDICATORS (KPIs)

    BAU delivery within set policies, procedures, processes, operating instructions, and standards
    Customer Service Improvement-Enhanced TAT, accuracy in processing and continuous improvement
    Financial Performance improvement, cost reduction and efficiency
    Operational Risk Controls- adherence and minimization

    KEY RESPONSIBILITIES

    Undertake accurate alternate channels transaction processing within set policies, procedures, guidelines and operating instructions and within the agreed service level agreements.
    Ensure to collate all alternate channels transactions and related documentation related to the transactions processed between the Bank and the customers involved.
    Carry out processing of alternate channels exception transactions and ensure it is done as per approved Service standards of Operations and escalate where required.
    Monitor and respond to all queries relating to alternate channels received, carry out investigations, and close within set controls and service level agreements.
    Management of claims investigations and perform all related activities to facilitate and keep an up-to-date claims register.
    Compliance to operational risk management framework within the team and facilitate periodic self-assessment on key controls to assess the proper functioning and adequacy of existing controls and highlighting issues discovered.
    Ensure timely submission of daily productivity, balancing of books of all accounts and reconciliations.
    Provide adequate support to stake holders on requests raised that are within alternate unit within service level agreements.
    Any other duties that may be assigned by the Line Manager from time to time.

    RELATIONSHIPS

    Internal

    Bank Business Divisions
    Bank support Divisions

    MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)

    Education

    A University Degree in Finance/ Accounting/Commerce or related field from a recognized University.

    Knowledge & Experience

    Two years working experience in Bank operations
    Analytical and problem-solving skills
    Planning and organization skills
    Interpersonal, communication and negotiation skills
    Excellent writing and presentation skills
    Knowledge of the bank’s products, services and policies
    Excellent Customer Experience skills

    ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)

    Analytical thinking
    Decisiveness & Judgement
    Personal Organization
    Meeting customer needs
    Managing relationships
    Self-development
    Adaptability
    Working with others
    Banking Certifications

    Skills

    Analytical Thinking, Communication, Continual Improvement Process, Excellent organizational, planning and prioritizing skills, People Management, Problem Solving

    Apply via :

    oldmutual.wd3.myworkdayjobs.com

  • Financial Advisor, Islamic Investment Banking 


            

            
            Financial Advisor – Global Markets

    Financial Advisor, Islamic Investment Banking Financial Advisor – Global Markets

    Job Overview:

    To cater for our Muslim clients and other ethical investors, Standard Investment Bank through its Islamic Investment Banking window, SIB Najah is seeking an experienced and knowledgeable Financial Advisor to join our dynamic team. The ideal candidate will have a strong understanding of Islamic finance principles and regulations, coupled with excellent financial advisory skills. The primary responsibility of this role is to provide tailored investment advice and financial planning services that align with Shariah guidelines and meet the unique needs of our clients.

    Key Responsibilities:

    Conduct thorough financial assessments for clients to understand their investment goals, risk tolerance, and financial situation.
    Develop personalized and Shariah-compliant investment strategies that adhere to Islamic financial principles, ensuring they are aligned with the client’s objectives.
    Recommend a diversified portfolio of investment products, such as Sukuk, Islamic funds, equities, and other Shariah-compliant financial instruments.
    Stay updated on the latest developments and trends in Islamic finance and investment markets to provide up-to-date advice.
    Monitor and review client portfolios regularly, making necessary adjustments based on market conditions and changing client circumstances.
    Educate clients about the principles of Shariah-compliant investing and provide guidance on the ethical and social considerations that influence investment decisions.
    Collaborate with internal teams, including research and compliance, to ensure that investment recommendations follow Shariah guidelines and regulations.
    Cultivate and maintain strong client relationships through regular communication, meetings, and proactive engagement.
    Keep accurate records of client interactions, investment decisions, and portfolio performance.
    Participate in business development activities to attract new clients and contribute to the growth of the firm’s Shariah-compliant investment advisory services.

    Qualifications:

    Bachelor’s degree in Finance, Economics, Islamic Banking, or a related field. A Master’s degree or relevant certification (e.g., Certified Islamic Finance Executive) is a plus.
    A minimum of 5 years of experience as a Financial Advisor, with a proven track record in Shariah-compliant investment advisory.
    In-depth knowledge of Islamic finance principles, including Shariah-compliant investment instruments and regulations.
    Strong analytical skills to assess financial data and market trends, and the ability to translate these insights into actionable investment strategies.
    Excellent communication and interpersonal skills to build rapport with clients and explain complex financial concepts in an understandable manner.
    Proficiency in financial software and tools for portfolio analysis and investment research.
    Demonstrated ethical and professional behaviour in line with Islamic financial ethics and values.
    Ability to work independently and as part of a team, while managing multiple clients and priorities simultaneously.
    Fluency in Somali and Swahili is a plus, as the role may involve communicating with clients from diverse backgrounds.

    go to method of application »

    Use the link(s) below to apply on company website.  

    Apply via :

  • Head, Core Operations

    Head, Core Operations

    The role holder will lead and manage the Core Operations function in Country (comprising Account Origination, Account Maintenance, Processing and Clearing, Card Operations, Cash Operations and Domestic Payments) in line with regulatory requirements, market rules, directives, policies and deadlines to achieve defined targets and quality standards and minimise risk whilst maintaining a positive client experience.

    Qualifications

    Type of Qualification: First Degree
    Field of Study: Business Commerce, Finance and Accounting, Banking, Engineering Sciences Study Direction
    Experience Required
    Operations Production Services

    10 overall years’ of experience within Operations
    3-4 years Client services
    3-4 yearsManaging an Operations team, business or product unit
    3-4 years Managing risk and controls in an Operations environment
    5-7 years In a banking operations environment
    8-10 years Working in an Operations environment within a multi-national banking or financial services business

    Apply via :

    www.standardbank.com

  • Senior Relationship Manager (SRM), Corporate Banking 


            

            
            Head of Digital Banking

    Senior Relationship Manager (SRM), Corporate Banking Head of Digital Banking

    Portfolio Management: Oversee a portfolio of at least 100 large corporate and SME clients, ensuring the growth of both assets and liabilities while maintaining high standards of client satisfaction and engagement.
    Client Relationship Development: Build and nurture strong relationships with key decision-makers within client organizations, identifying opportunities for cross-selling and upselling the bank’s products and services.
    Credit Quality Management: Monitor the credit quality of the portfolio, proactively managing risks and ensuring compliance with the bank’s credit policies and procedures.
    Strategic Planning: Contribute to the development and execution of strategic plans for corporate business growth in alignment with the bank’s annual and tri-annual objectives.
    Product and Service Expansion: Increase the penetration of banking products and services within the existing client base, focusing on enhancing the client experience and deepening client relationships.
    Trade Finance Development: Drive the growth of trade finance business among importers/exporters, leveraging the bank’s capabilities and international network.
    Collaboration and Synergies: Foster collaboration with other departments such as Treasury, Retail Banking, and international counterparts to create synergies and optimize client service delivery.
    Networking and Market Presence: Actively engage in networking activities to enhance the bank’s market presence and generate new business opportunities within the region.
    Performance Reporting: Regularly report on portfolio performance, including growth metrics, profitability, and risk management to senior management and relevant committees.
    Team Leadership: Lead and mentor a team of relationship managers and support staff, fostering a high-performance culture and ensuring effective talent development and succession planning.

    Key Performance Indicators (KPIs):

    Portfolio Growth (Assets, Liabilities, and Off-Balance Sheet Exposures)
    Increase in Product and Service Utilization among Corporate Clients
    Growth in Trade Finance Revenue and Volume
    Maintenance of High Credit Quality and Compliance Standards
    Achievement of Profitability and Productivity Targets

    Minimum Requirements:

    Bachelor’s degree in finance, Economics, Business Administration, or a related field.
    MBA or a relevant postgraduate qualification is preferred.
    Professional qualifications in accountancy, banking, or a related field.
    At least 8 years of experience in banking, with a minimum of 3 years in corporate banking or relationship management at a senior level.
    Proven track record in managing large corporate and SME clients and driving portfolio growth.
    Strong business development, networking, and client relationship management skills.
    Excellent understanding of corporate banking products, trade finance, and risk management.

    go to method of application »

    Use the link(s) below to apply on company website.  

    Apply via :

  • Cash and Bank Accountant

    Cash and Bank Accountant

    Role Summary
    Reporting to the Chief Accountant, the Cash and Bank Accountant for Twiga Foods is responsible for maintaining proper, accurate, and complete cash and bank records, making accurate and timely payments of all company obligations to suppliers, debt partners, government and compliance bodies, Kenya Revenue Authority and staff within approved budgets, as per the set-out service levels, credit terms / limits and statutory deadlines and as well to manage the relationships with all payees of Twiga.
    S/he is responsible for preparing monthly cash forecast and presenting a daily cash position, monitoring and confirming success of payments, undertaking bank reconciliations and leveraging good working relationships with banking partners and designated financial institutions to resolve bank related issues promptly, achieving a satisfactory conclusion for Twiga.
    The Cash and Bank Accountant will report on daily cash deposits, payments, cash balances, and outstanding payments. The role holder is responsible for master data integrity within the revenue and accounts receivables ledger and will maintain tight control over source and payment documents, overseeing the safe and orderly archiving of all payment related documents for the time required to meet audit, legal and tax requirements and queries.
    S/he will execute her/his responsibilities in a manner that facilitates efficient, timely and accurate execution of responsibilities, in the most cost and tax efficient way, in conformance with the company’s policies and in compliance with all legal and tax requirements.
    Key Responsibilities And Outcomes
    Cash and Bank

    Cash position
    Participate in the preparation of cash flow forecasts.
    Monitor the organization’s cash flow, analyze current cash balances and present a daily cash position.
    Maintain adequate cash balances for all bank accounts and confirm the company has enough funds to execute its daily payment plan
    Identify and propose mitigations for any risks identified
    Transactions
    Upload all outgoing payment of all company obligations to suppliers, farmers, debt partners, government and compliance bodies, and cash advances/reimbursement to staff into the bank portal in keeping with the reconciled and signed off payment vouchers
    Confirm all expenditure is within approved budgets and that any adverse variances are analyzed, highlighted and presented for approval prior to transactions being uploaded for payment
    Ensure completeness of payment uploads awaiting verification and approvals.
    Post all out-going and in-coming cash transactions daily to relevant cash books/general ledger. Confirm all transactions are accurately and properly recorded in the accounting system
    Audit prior day bank activities to ensure all wire transfers have been sent according to instructions. Address any bank transmission problems and/or daily cash receipt issues
    Reconciliations
    Undertake daily, weekly and/or monthly reconciliations of all current accounts, credit card receipts, other receipts control/reconciling accounts and key accounts and prepare relevant journal entries as appropriate
    Investigate any unknown receipts, unreconciled items and returned cheques on the bank reconciliation statement and clear down balances
    Data
    Responsible for master data integrity within the revenue and accounts receivables ledger, including account codes and revenue classification including maintenance of territories, routes, channels and all applicable dimensions as per the set-out chart of accounts, for the purpose of facilitating dimensional reporting and detailed variance analysis

    Stakeholder Relationship Management

    Manage relationships with internal and external stakeholders, ensure continuous and effective communication and provide prompt response and turnaround of queries
    Develop and maintain good working relationships with banking partners and designated financial institutions and work collaboratively to resolve bank related issues to achieve a timely satisfactory conclusion for Twiga

    Reporting

    Report daily cash deposits, payments, cash balances, and outstanding payments.
    Prepare and analyze financial reports and statements assigned and audit schedules as per closing checklist to reporting team for the monthly, quarterly and annual reporting process.
    Present comprehensive, accurate and informative reports with trends, insights, concerns, and recommendations clearly elaborated

    Document Management

    Maintain tight control over source and payment documents and oversee the safe and orderly archiving of all payment related documents for the time required to meet audit, legal and tax requirements and queries

    Other

    On a weekly/monthly basis, participating in the physical stock taking exercise for trading gods in conjunction with the wider accounting team
    Participate in regular Fixed Asset verification and tagging exercise in the location(s) in conjunction with the wider accounting team
    On a quarterly basis, participating in the business wide crate/pallet physical verification exercise and recommending write-offs losses

    Self-management

    Model Twiga’s culture and way of working
    Proactively manage own performance and deliver performance objectives and outcomes set
    Attend monthly 1-on-1 performance enablement discussions and quarterly performance reviews with the line manager, and institute corrective action where performance falls below expectation
    Proactively manage own learning and development
    Adhere to the annual leave plan agreed with the line manager
    Adhere to people management policies

    Compliance

    Comply with all organization policies, procedures; applicable accounting and regulatory standards; financial regulations and statutory guidelines. Minimize and mitigate risks to the organization and enforce zero-tolerance to non-compliance
    Close gaps/lapses identified as an outcome of audits; risk and/or any other compliance review; investigations; or other assessment mechanisms and take corrective/preventive actions within the agreed timelines

    Academic and Professional Qualification

    A bachelor’s degree from a recognized accredited university preferably in accounting, finance, economics, commerce, or a related field
    Qualified Accountant (CPA-2) or ACCA equivalent

    Relevant Skills and Experience

    At least three (3) years’ accounting experience with working knowledge of managing cashflow, general ledger reconciliations, conducting financial analysis and preparing financial reports in a busy operational environment, with hands-on operational experience working with an ERP/substantial accounting software
    Good organizational and problem-solving skills, with a keen attention to detail and the ability to work with a high level of accuracy, prioritize and deliver objectives set within timelines given
    Strong communication and interpersonal skills with the ability to communicate finance information effectively to ‘non-finance’ people
    Self-starter with the ability to work independently and in a team environment, with the ability to build strong working relationships across all levels
    Strong proficiency in Microsoft Word, Excel, PowerPoint
    Results-oriented, flexible and adaptable to rapid change, with the comfort working in a fast-paced, high demand environment
    Enthusiastic, decisive, pragmatic, resilient and forthright individual with a sense of urgency, and unquestionable integrity
    Willing and able to travel

    Apply via :

    twiga.applytojob.com

  • Relationship Manager – Retail Banking

    Relationship Manager – Retail Banking

    Key Responsibilities

    Develop the Retail banking customer base and expand the unit’s business growth through marketing of the bank’s products and services
    Achievement of set revenue target/overall departments’ budgets through aggressive customer acquisition, efficient product delivery, offering a diverse range of products and excellent customer service
    Develop more business from the existing clientele – i.e. increase share of wallet by cross selling all personal &
    Business banking products to all the existing and potential customers
    Enhance sales in all other third party products for fee based earning.
    Preparation of all reports required to monitor work progress – daily, weekly and monthly
    Identifying and developing new profitable business relationship.
    Carrying out market research to monitor competitor activity and initiating product improvements to meet the changing consumer needs
    Coming up with customer service initiatives that will boost service and business growth
    Prepare and submit credit proposals in conformity with Credit Policy guidelines and requirements in liaison with the Senior Credit Analyst and maintain a high standard of credit analysis.
    Manage customer queries, complaints and other correspondence in a timely manner and within set standards for customer satisfaction

    Minimum Qualifications, Knowledge Experience& Key Competencies

    A degree in Business or Marketing related course from a recognized University.
    Diploma in Marketing, Credit Management /Professional qualifications (CPA, ACCA, AKIB).
    More than 5 years banking experience and at least 4 must be in business banking.
    Well versed with KYC/AML compliance requirements.
    A Proven record in the delivery of business targets.
    Excellent sales and negotiation skills, with the ability to establish and develop relationships.
    Excellent customer service and interpersonal skills.
    Computer skills in word processing, presentations and statistical analysis.

    If you believe you meet the above requirements, send your application together with a detailed CV indicating how your experience matches the position requirements. Please send your application on or before 11th October 2024 on the following address recruitment@abcthebank.com. Please put the position applied for in the application as the subject of the email.

    Apply via :

    recruitment@abcthebank.com

  • Branch Manager – Westlands

    Branch Manager – Westlands

    PURPOSE:

    To drive revenue growth in the targeted business, enhance visibility and presence in the Metropolis region, and create strong stakeholder value by overseeing efficient resource utilization and maintaining a customer-centric focus across the region.

    PRIMARY RESPONSIBILITIES:

    Management of Intermediary relationships (broker, banks & independent agents), clients to deliver targeted premium outputs across all subsidiaries.
    Provide leadership and support to the staff, sales and marketing team by driving the implementation of the corporate strategy, through training and motivation to achieve the organizational objectives
    Organize and represent the company in all relevant forums e.g. cooperative societies AGMs, leaders’ meetings and seminars as they conduct Business promotions in liaison with PR staff
    Pipeline business management, quotation processing and transmitting them to the intermediaries & clients within set TATs.
    Enforcing of credit control compliance and debt management standard.
    Draw up and operationalize SLAs with intermediaries for differentiated service delivery and resolve all customer complaints/inquiries promptly and professionally.
    Adhere to inter-departmental service level standards in liaison with business leaders across all Group subsidiaries and support the daily branch operations, including sales processing, policy issuance, and claims handling.
    Renewal follow-up to achieve the renewal retention ratios
    Champion cross selling for corporate, retail business and support Opening up new markets and distribution channels including local check offs for Ordinary Life
    Identify and facilitate Branch staff Resourcing requirements including recruitment, appraisal, career development, succession and resource planning, in liaison with the People and culture department
    Coordinate all intermediary activities as they Monitor and provide market intelligence to help to identify potential for both business acquisition and strategic planning
    Recruit, train, and manage a high-performing sales team as well as grow their intermediary portfolio.
    Ensure compliance with all regulatory requirements.

    GENERIC DUTIES

    Carry out performance appraisal, coaching and mentoring staff;
    Participate in planning and budgeting for the department.

    Academic and Professional Requirements

    Education

     Bachelor’s Degree in a relevant field,    E
    Professional Qualifications    Relevant Professional Qualification      E

    Experience Required:

    Minimum of five (6) years’ relevant experience in a similar position, two (2) of which at supervisory level

    Apply via :

    careers.cicinsurancegroup.com