Job Description

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 Bank’s 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 Bank’s 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
• Bachelor’s Degree in business related field from a recognized university namely: Banking & Finance, Accounting, Economics, Business Administration / Management.
• Master’s 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.

About Career Directions Ltd

CDL is a proactive Human Resource Management consultancy firm specializing in Strategic Labour Force Outsourcing, Recruitment, Training, Payroll Processing and Total Human Resource Management. Since 2003, we have been a one-stop shop for all HR related queries and support in and around East Africa. We champion best practice in Human Resource while going the extra mile to proactively address workers needs in order to achieve optimum productivity & profitability.

Our Mission

To support and contribute to our partners success while improving the lives' of the community.

Our Vision

To be a partner of choice in providing quality manpower outsourcing solutions.

Our Core Values

1.Professionalism: Conducting our business in the most professional way

2.Respect: Giving due respect to self and others and maintain the environment of teamwork and growth.

3.Passion: To be passionate in all we do.

4.Integrity: To act with honesty and integrity without compromising the truth.

Industry

HR & Recruiting

Company Size

51-200 employees

Headquarters

Nairobi, KE

Year Founded

2003

Website

cdl.africa

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