Job Purpose Statement
To deliver profitable business growth targets of Retail Banking Products and services to a defined market segment through the workplace banking and Mortgage value proposition. This entails creation of opportunities for bulk business by signing up companies especially those with a corporate relationship with NCBA Bank.
This incorporates strong personal drive in prospecting and acquiring new workplace banking scheme companies, pursuing incremental business within the existing portfolio, managing customer expectations to sustain business relationship and providing business advice that will benefit the client.
Key Accountabilities (Duties and Responsibilities)
• Growth in business volumes (deposits and loans/advances), customers and customer accounts (30%)
• Establish new Retail banking business relationships with Corporate, SME & Institutional Banking customers (20%)
• Management of scheme customer expectations and relationships (10%)
• Ensure 100% participation in product promotional activities, customer events and scheduled product clinics (10%)
• Minimization of exposures to and impact of risks assisted with KYC, AML and portfolio maintenance (10%)
• Process review and implementation.
• Annual scheme review
• Ensure 100% participation in product promotional activities, customer events and scheduled product clinics (10%)
• Ensure that there is a robust departmental customer satisfaction rating by ensuring the team lives the NCBA Bank Values & CSI above bank acceptable levels determined from time to time.
• Ensure 100% participation in E-Learning Courses / Training (Internal & External sessions & team management.
Job Specifications
Academic:
Degree in business related field
Professional:
Customer Relationship Management Course
Desired work experience:
4 years’ working experience in Managing Customer Relations preferably in a banking institution.
