Relationship Manager

Key Responsibilities

• Growth in business volumes, customer base and wallet share.
• Adequacy of personal competence to effectively perform Relationship Management tasks.
• Consistency in adherence to and application of established policies, processes, and tools to achieve optimal efficiency, compliance and cost containment.
• Minimization of exposures to and impact of risks associated with KYC, AML and portfolio maintenance.
• Quality of management of customer expectations.
• Retention of quality portfolio all the time

Daily Responsibilities

• To create and manage banking relationships and ensure optimal sales to all the customers being treasury customers, Corporate, retail by way of joint calls and cross selling.
• Creatively tailor products to meet individual customer needs.
• Grow the Retail banking customer base by recruiting new customers, and wallet sizing to the existing customers to attain high returns.
• To manage the customers relationships to ensure retention by making sure that all the complaints raised by them are resolved within a reasonable and agreed time
• Monitor and ensure that there is no excesses that are not approved.
• Work in close partnership with Credit team, Branch manager, to ensure that the credit requests for new and existing facilities are correctly prepared in accordance with KCB and/or group policies.
• After consideration of individual case merits, recommend credit requests for approval to relevant authorities.
• Liaise with your colleagues in areas of expertise, particularly regarding provision of quality service to customers.
• Provide feedback to the Branch Manager, or relevant parties regarding service provision to customers and the trend of assets and liabilities
• Responsible for delivering a service to customers that matches the Bank’s mission statement.
• Be conversant with the KYC requirements. Undertake actions to ensure compliance and report suspicions. Exercise due care and diligence in ensuring all anti-money laundering and KYC requirements are complied with.

Minimum Position Qualification Requirements

Education

• Bachelor’s Degree in Business Management i.e. Accounting, Finance, Marketing (RQ)
• Master’s degree in Business Administration (AA)

Professional

• E.g. CPA (AA)

Experience

• Total Minimum No of Years Experience Required: 3 Years

[1] Need Types are : RQ = Required, AA = Added Advantage