Relationship Officer - Personal Banking at Equity Bank Kenya

Equity Bank Limited (The "Bank”) is incorporated, registered under the Kenyan Companies Act Cap 486 and domiciled in Kenya. The address of the Bank’s registered office is 9th Floor, Equity Centre, P.O. Box 75104 - 00200 Nairobi. The Bank is licensed under the Kenya Banking Act (Chapter 488), and continues to offer retail banking, microfinance and relat...

 

Relationship Officer - Personal Banking

  • Job TypeFull Time
  • QualificationBA/BSc/HND , Diploma , KCSE
  • Experience2 - 3 years
  • LocationNairobi
  • Job FieldBanking 

Key Responsibilities       

Customer Onboarding and Training:

  • Onboard and train customers on digital platforms.

Client Acquisition and Marketing:

  • Acquire new customers through marketing and institutional visits to private institutions, NGOs, parastatals, and government institutions.
  • Conduct strategic marketing drives and forums, including counties and schools.

Customer and Institutional Appraisal:

  • Facilitate MOUs and loan facilities through customer and institutional appraisals.

Loan Processing and Management:

  • Ensure timely loan approvals and disbursements within SLAs.
  • Compile loan applications for discussion at the Branch Credit Committee (BCC).
  • Complete loan contracts by explaining risks, reviewing applications, obtaining signatures, and batch proofing.
  • Review financial data to determine risk factors for decision-making at the BCC.

Arrears and Post-Disbursement Management:

  • Engage with customers daily to manage arrears.
  • Conduct post-disbursement visits to ensure customer satisfaction and compliance.

Client Assistance and Relationship Management:

  • Assist clients in determining the most suitable loan to meet their financial objectives and needs.
  • Promptly follow up on customer complaints until resolved.
  • Maintain and manage customer relationships to ensure satisfaction and loyalty.

Deposit Mobilization and Documentation:

  • Mobilize deposits

Qualifications

Qualifications, Experience

  • University degree in a Business-Related Course, Education, Social Sciences or Advanced Diploma in business related course.
  • Overall C+ in KCSE (C+ in mathematics)
  • 2-3 Years’ experience
  • Sales experience is an added advantage.
  • Experienced in project management; Monitoring and evaluation is an added advantage.
  • Computer literacy with high command in Microsoft suite.

Check how your CV aligns with this job

Method of Application

Interested and qualified? Go to Equity Bank Kenya on equitybank.taleo.net to apply

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