Oct 25, NCBA Bank Relationship Officer Jobs in Kenya

Job Purpose Statement

The role holder is required to achieve customer growth, monitoring and compliance, client satisfaction and retention management for corporate banking division through collaborative account management and delivering reports with the sectors Assistant Relationship Managers and Relationship Managers and other stakeholders in the organisation.

The role shall support the sector by ensuring that all promises made to all stakeholders in the department are fulfilled. The role holder shall coordinate the preparation and compilation of relevant reports with follow ups for closure.

Key Accountabilities (Duties and Responsibilities)

Financial

Proactively contributing to the achievement of the portfolio’s annual financial targets to attain customer growth and retention:

Portfolio compliance; portfolio monitoring and

covenant tracking, excess, past due accounts

management (monitoring and set-off) and unclaimed financial assets tracking.

Portfolio health – Preparing, compiling reports, and spreading of financial statements in (as per agreed format) in liaison with the ARM and

RM adhering to TAT, deadlines and agreed monitoring timelines (daily, weekly, monthly,

quarterly).

Revenue assurance for the portfolio allocated

Ensure all arrangement fees are recovered

in a timely manner for each approval as

applicable.

Review interest rate report on a monthly basis

to confirm rates are marked as per approval.

Update the DCL in conjunction with Credit

Operations team to ensure security, (compliance documents e.g., insurances, annual rates and rent etc) and other approval conditions are accurately captured.

Follow up with customers to submit required

documentation.

Portfolio health monitoring; Deferrals

management – maintaining the deferral register for sector, excesses set offs, Past Dues,

UFAA compliance.

NPL PDs in liaison with ARM and RMs in the sector.

Internal business processes

Adhering to approved policies and procedures

and providing feedback on the same for review as

appropriate.

Audit issues closed within the quarter of

identification, or within the agreed time frames,

whichever is shorter.

Nil repeat findings on audit concerns

In liaison with RM, collection, analysis and

presentation of market and industry data for

the sector to support decision making.

100% SLA adherence.

Taking of minutes during the team’s weekly

meeting and following up for action.

Preparation of sector performance reports and

presentations for review by Sector Head.

Maintain an interim and annual reviews

register to support the RM and sector heads.

Follow-up of review information including

sending annual, interim review letters and following up on return of offer letters and

security perfection documents to deliver drawdowns TAT.

Customer

Driving customer satisfaction, developing, and growing relationships with existing customers, identifying opportunities for business development, and providing insightful feedback on products and solutions that help in the customisation and development of new products/solutions.

Accurate real-time CRM data.

Customer satisfaction:

Net Promoter Score

CSI/RSI

CES

Learning and growth

Delivering the performance objectives set and

managing his/her own learning and development to build capacity and avail him/herself for

coaching and training opportunities.

Level of own development plan maintenance.

Own competency score.

Ideal Job Specifications

Academic:

Bachelor’s degree in a business-related field from a recognized accredited university.

Professional

CPA qualification is an advantage

Desired work experience:

At least 1-2 years’ experience in a similar role in a similar sized organisation.

Proven track record of consistently achieving a portfolio’s financial growth and analysis (Sales/Business Development / Credit Analysis background) will be an added advantage

Experience in products, bank operations and customer experience is highly desirable.

Knowledge of the local banking industry, banking products, banking services and banking regulations.

Sound working knowledge and understanding of general Commercial Banking regulations and practices.

How to Apply

For more information and job application details, see; NCBA Bank Relationship Officer Jobs in Kenya

Find jobs in Kenya. Jobs – Kenya jobs. Search our career portal & find the latest Kenyan job positions, career opportunities & jobs in Kenya.

Jobs in Kenya – banking jobs, IT jobs, accounting jobs, NGO jobs, business administration, ICT, UN jobs, procurement jobs, education jobs, hospital jobs, human resources jobs, engineering, teaching jobs, and other careers in Kenya.

Find your dream job from 1000s of vacancies in Kenya posted and updated daily – click here!