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Britam, Central Bank of Kenya, Equity Bank Kenya , First Bank of Nigeria Limited, Moniepoint IncorporatedProfession (Banking, microfinance, insurance)
Accounting, finance, banking, insurance,Administrative, clerical,Business, strategic management,Customer support, client care,Engineering, architecture,Human resources,Information technology, software development, data,Legal,Manufacturing, operations, quality,Media, communications, languages,Medical, health,Project, program management,Research, academy,Sales, marketing, promotion,Security,Teaching, training,Transportation, logistics, driving,
Industry (Accounting, finance, banking, insurance)
Agriculture, fishing, forestry,Automotive,Banking, microfinance, insurance,Computers, software development and services,Consulting, business support, auditing,Education, academic,Energy, utilities, environment,Engineering, architecture,Finance & FinTech,Financial Services,Governmental,Health care, medical,Housekeeping, maintenance,Manufacturing,Non-profit, social work,Real estate,Restaurant, hospitality, travel,Retail, wholesale, FMCG,Telecommunications,Transportation, logistics, storage,
Seniority (Accounting, finance, banking, insurance, Banking, microfinance, insurance)
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NCBA
Banking + 2 more
Description
Requirements
- Bachelor’s degree in a business related field
- Proficiency in computer use including MS Office tools and banking systems
Desired work experience:
At least 1 year work experience in Banking especially in Cash/Service Operations. Role-holder must have exposure in:
- Exposure to bank operations, service or sales
- 3 months' working experience in a Banking environment, with sound exposure to Branch Operations and customer service.
- Good understanding of the bank’s systems(T24,Docuware & Cheque Point)
- Good understanding of the bank's processes and procedures.
- Good Bank product knowledge
- Computer literacy
Responsibilities
Financial - 50%
- Achieve the set monthly and annual sales targets for all the consumer Banking products for this segment.
- Prospect, anticipate and close all sales leads within the shortest time possible in an efficient way.
- Develop a clear aggressive sales pipeline for both existing and potential customers.
- Prospecting and recruiting new customers for the various Consumer Banking products, understanding their needs and requirements.
Customer Service - 20%
- Identifying customer needs not met by existing products and the implementation of new products and services.
- Utilize the customer relationship management system aimed at customer acquisition, retention and maximizing on every relationship.
- Perform customer onboarding activities and touch activities as per CRM workflows.
- Manage all escalations related to diaspora support.
- Ensure customers are well supported on e-channels uptake to promote utilization.
- Ensure first contact resolution for all queries directed to you
Internal business processes - 20%
- Attend to daily refers and excesses requests
- Ensure compliance with operations risk requirements e.g. KYC, AML, Health & safety standards, security of Premises.
- Ensure good health of assigned portfolio by actively managing encroachments, Accountability reports and write offs.
- Close gaps/lapses identified; take corrective and preventative actions identified by audit, risk and compliance reviews; investigations or other assessment mechanisms within the agreed time frame.
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