Job Title: Corporate Relationship Manager
Department: Corporate
Grade Level: Manager
REPORTING LINES
Direct Report
Head of Corporate Banking
The Position
Relationship Manager
JOB PURPOSE STATEMENT / POSITION OBJECTIVE
The role involves acquiring and managing corporate clients by building trusted relationships advising on financial needs recommending suitable banking solutions ensuring compliance while onboarding clients in line with the Banks policies and procedures providing ongoing account servicing and identifying opportunities to expand banking services while handling administrative support for client accounts.
KEY RESPONSIBILITIES
On-boarding of clients in accordance with established policies and procedures.
Business development by increasing earnings for corporate banking facility uptake as well as utilization of bank products through cross-selling.
Advising clients on their personal financial needs and objectives by analyzing their financial needs and objectives.
Manage client relations in terms of growth and retentions.
Resolve customer complaints quickly and effectively.
Collect vital data relevant to the Banks account opening requirements from new customers.
Drafting corporate credit proposals and making recommendations to the credit committee.
Follow up on credit proposals letter of offer excess requests notification of excesses and securities with Credit department.
Monitor relationships and attend to all queries relating to relationship accounts.
Contribute to various initiatives and any other tasks as assigned by senior management team.
Maintain quality corporate asset and liability books by ensuring timely collection on arrears and excesses.
Actively support deposit mobilization initiatives.
Any other duties that may be assigned by immediate supervisor from time to time.
Requirements
CANDIDATE SPECIFICATIONS
EXPERIENCE
Over 8 years is banking and business management.
Leadership or management training will be an advantage.
ACADEMIC QUALIFICATIONS
Bachelors Degree in business related field from a recognized university namely: Banking & Finance Accounting Economics Business Administration / Management.
Masters Degree will be added advantage.
SKILLS & KNOWLEDGE
Bank Management
Credit Underwriting Skills
Budget preparations
Customer service
PERSONAL ATTRIBUTES
Demonstrate high level of Integrity
Good communication skills.
Good conduct.