Relationship Officer, Retail Banking (Nairobi) at Rose Avenue Group

Rose Avenue Consulting Group is a financial management, strategy and consulting firm that combines deep industry knowledge with specialized expertise in corporate finance, strategy and research. Together with our clients and partnering companies we address our client’s most critical issues and challenges. RACG aims to provide a globally consistent set o...

 

Relationship Officer, Retail Banking (Nairobi)

  • Job TypeFull Time
  • QualificationBA/BSc/HND
  • Experience2 years
  • LocationNairobi
  • Job FieldBanking  , Sales / Marketing / Retail / Business Development 

Job Responsibilities

  • Financial
  • Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
  • Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
  • Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
  • Follow through promptly and meticulously on instructions given by the Relationship Manager.
  • Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
  • Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
  • Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
  • Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
  • Customer
  • Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
  • Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
  • Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
  • Follow through promptly and meticulously on instructions given by the Relationship Manager.
  • Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
  • Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
  • Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
  • Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.
  • Internal Business Process
  • Scrutinize reports and action any necessary corrections daily, weekly or monthly as appropriate.
  • Attend to all correspondence relating to the portfolio, including e-mails, phone calls, messages, documentation, etc.
  • Ensure that all customer and account records are in order and up to date. This includes filing, updating customer records on the bank system at every opportunity.
  • Follow through promptly and meticulously on instructions given by the Relationship Manager.
  • Keep Relationship Manager informed of progress made on customer matters. Surface ‘bad news’, complaints, and claims quickly and transparently.
  • Interact frequently and build strong internal working relationships with enabler departments to ensure that Turnaround times and SLA’s are adhered to.
  • Cooperate and work effectively with others in pursuit of team goals by sharing information, providing support, showing care, and being considerate of other team members.
  • Establish and build knowledge and understanding of product and credit application processes to eliminate rework and ensure acceptable turnaround times for customers.

Other Requirements

  • Academic
  • Minimum of a Bachelor’s Degree.
  • Proficiency in Microsoft Office Suite.
  • Professional qualification in Customer Relationship Management and Sales & Marketing is an added advantage.

Professional Qualifications & Experience

  • Experience in Sales, Personal/Business/or Corporate Banking added advantage.

Desired Work Experience

  •  At least 2 years experience in banking

Check how your CV aligns with this job

Method of Application

Interested and qualified? Go to Rose Avenue Group on racg.co.ke to apply

Comments

Post a Comment

Popular posts from this blog

Customer Support Representative at BasiGo

BasiGo is an e-mobility start-up looking to revolutionize the public transportation sector by providing public transport bus owners with a cost-effective electric alternative to diesel. Headquartered in Nairobi, Kenya, our team is strategically composed of seasoned entrepreneurs who have spent over a decade working and innovating within electric vehicle t...   Customer Support Representative Job Type Full Time Qualification BA/BSc/HND , Diploma Experience Location Nairobi Job Field Customer Care  About the role:  We are looking for Customer Support Representatives (CSR) to assist our customers with technical problems when using our products and services. You will be the primary point of contact for our customers and coordinate with all BasiGo departments to ensure that issues are resolved within SLA and customers are communicated promptly.  To be successful in this role, you should be an excellent communicator who easily gains client trust. You should ...
Read more

Operations Associate at Kopo Kopo Inc

Kopo Kopo was launched in 2012 where we partnered with Safaricom to bring Lipa na M-Pesa Buy Goods service to small and medium businesses throughout Kenya and, today, we serve thousands of businesses from salons to restaurants to office supply stores, to schools. We have since partnered with other aggregator and mobile money partners with the ultimate goal of helping businesses leverage mobile payments. We are grateful for our unusual journey and look forward to helping our merchants in growing and prosper in the years ahead.   Operations Associate Job Type Full Time Qualification BA/BSc/HND Experience Location Nairobi Job Field Customer Care  Salary Range KSh 50,000 - KSh 100,000/month The Job:   The role will combine aspects of customer service and operations duties. Ultimately, you will be responsible for quickly solving problems for businesses that rely on Kopo Kopo’s technology. You will ensure that Kopo Kopo’s information systems are kept up to date, and will engage...
Read more

Stores Clerk at Stratostaff

At Stratostaff we design, implement and manage workforce solutions for large, specialized or routine staff complements giving you the opportunity to focus on your core business.   Stores Clerk Job Type Full Time Qualification Diploma Experience 2 years Location Nairobi Job Field Procurement / Store-keeping / Supply Chain  ROLE PURPOSE   The ideal candidate will bring strong technical knowledge of spare parts, a solid understanding of inventory systems, and the ability to manage multiple stores efficiently. They will manage inventory across all store locations, including receiving and verifying deliveries, organizing and labeling stock, and issuing parts to mechanics and service teams. The role includes conducting regular stock checks, reconciling variances, liaising with suppliers and procurement on replenishment, maintaining accurate ERP records, and preparing inventory reports. The Stores Clerk will also help improve processes to strengthen stock control and operat...
Read more